Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Freedom Investment Management, Inc. | 43 | 43 | 0.03% | 0.13% | 0.26% | Q1 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PINNACLE FINANCIAL PARTNERS INC | 42 | 42 | 0.08% | 0.23% | 0.46% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.04% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
ASSETMARK, INC | 41 | 41 | 0.05% | 0.14% | 0.30% | Q3 2013 | Q3 2023 | 41 |
ROYAL BANK OF CANADA | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
HUNTINGTON NATIONAL BANK | 36 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 39 |
CITIGROUP INC | 36 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 39 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 37 | 37 | 1.02% | 1.61% | 2.34% | Q4 2014 | Q4 2023 | 37 |
ENVESTNET ASSET MANAGEMENT INC | 35 | 1 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2023 | 37 |
Courage Miller Partners, LLC | 36 | 1 | 0.37% | 0.61% | 2.03% | Q2 2014 | Q3 2023 | 37 |
SIGNATUREFD, LLC | 23 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 37 |
Atlas Brown,Inc. | 37 | 37 | 0.11% | 0.33% | 0.53% | Q3 2014 | Q3 2023 | 37 |
Capital Directions Investment Advisors, LLC | 20 | 7 | 6.97% | 9.66% | 14.68% | Q2 2013 | Q4 2022 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
COLONY GROUP LLC | 25 | 1 | 0.00% | 0.04% | 0.12% | Q4 2013 | Q3 2023 | 35 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 32 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 34 |
Creative Planning | 22 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 33 |
Cetera Advisors LLC | 14 | 1 | 0.01% | 0.09% | 0.36% | Q2 2013 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 33 |
Krilogy Financial LLC | 33 | 33 | 1.51% | 2.37% | 5.72% | Q3 2015 | Q3 2023 | 33 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 32 | 32 | 0.07% | 1.17% | 2.19% | Q4 2015 | Q3 2023 | 32 |
Sigma Planning Corp | 30 | 2 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2023 | 32 |
One Capital Management, LLC | 31 | 1 | 0.01% | 0.14% | 0.28% | Q3 2014 | Q3 2023 | 32 |
Private Advisor Group, LLC | 31 | 1 | 0.00% | 0.03% | 0.10% | Q3 2014 | Q3 2023 | 32 |
AMERIPRISE FINANCIAL INC | 31 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 32 |
Corrigan Financial, Inc. | 32 | 32 | 0.48% | 0.96% | 1.62% | Q4 2015 | Q3 2023 | 32 |
GHP Investment Advisors, Inc. | 32 | 32 | 0.10% | 0.91% | 1.31% | Q4 2015 | Q3 2023 | 32 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.04% | 0.05% | 0.07% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.08% | 0.38% | Q4 2015 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 17 | 14 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 31 |
US BANCORP \DE\ | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Cambridge Investment Research Advisors, Inc. | 21 | 10 | 0.01% | 0.08% | 0.18% | Q4 2015 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Tiller Private Wealth, Inc. | 31 | 31 | 0.26% | 2.83% | 7.30% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.04% | 0.13% | Q1 2016 | Q3 2023 | 31 |
FAS Wealth Partners, Inc. | 30 | 30 | 1.53% | 4.48% | 7.36% | Q2 2016 | Q3 2023 | 30 |
Plante Moran Financial Advisors, LLC | 30 | 30 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 30 |
BlackRock Inc. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 30 |
BerganKDV Wealth Management, LLC | 30 | 30 | 0.00% | 0.19% | 1.67% | Q1 2016 | Q2 2023 | 30 |
Stratos Wealth Partners, LTD. | 29 | 29 | 0.01% | 0.03% | 0.10% | Q3 2016 | Q3 2023 | 29 |
NEXT Financial Group, Inc | 16 | 13 | 0.00% | 0.03% | 0.08% | Q3 2014 | Q4 2021 | 29 |
Tradewinds Capital Management, LLC | 16 | 4 | 0.00% | 1.97% | 7.60% | Q4 2013 | Q1 2022 | 29 |
Cetera Advisor Networks LLC | 26 | 1 | 0.01% | 0.05% | 0.12% | Q4 2015 | Q3 2023 | 29 |
Marietta Wealth Management, LLC | 28 | 28 | 0.51% | 1.17% | 2.32% | Q4 2016 | Q3 2023 | 28 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.10% | Q4 2014 | Q3 2023 | 28 |
REILLY FINANCIAL ADVISORS, LLC | 28 | 28 | 0.01% | 0.06% | 0.09% | Q1 2015 | Q4 2021 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.01% | 0.36% | 2.51% | Q4 2016 | Q3 2023 | 28 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23 | 5 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.06% | 0.14% | 0.31% | Q4 2016 | Q3 2023 | 28 |
McAdam, LLC | 28 | 28 | 0.45% | 0.79% | 1.05% | Q4 2016 | Q3 2023 | 28 |
Jentner Corp | 28 | 28 | 0.18% | 0.27% | 0.42% | Q4 2016 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.15% | 1.11% | 2.99% | Q4 2016 | Q3 2023 | 28 |
Janney Montgomery Scott LLC | 27 | 27 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.02% | 0.20% | 0.59% | Q4 2016 | Q3 2023 | 27 |
Financial Engines Advisors L.L.C. | 27 | 27 | 0.22% | 1.51% | 12.44% | Q1 2017 | Q3 2023 | 27 |
First Command Bank | 27 | 27 | 0.01% | 0.08% | 0.22% | Q4 2016 | Q2 2023 | 27 |
Bank of New York Mellon Corp | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.01% | 0.07% | 0.22% | Q4 2016 | Q2 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2019 | 27 |
M&R CAPITAL MANAGEMENT INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2023 | 26 |
IHT Wealth Management, LLC | 13 | 13 | 0.01% | 0.19% | 1.03% | Q4 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 26 |
STIFEL FINANCIAL CORP | 26 | 26 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 26 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 26 |
Mariner, LLC | 24 | 1 | 0.00% | 0.19% | 0.53% | Q3 2016 | Q3 2023 | 25 |
CWM, LLC | 17 | 8 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 25 |
Jackson, Grant Investment Advisers, Inc. | 25 | 25 | 0.07% | 0.15% | 0.44% | Q3 2017 | Q3 2023 | 25 |
FIRST NATIONAL TRUST CO | 24 | 24 | 0.08% | 0.48% | 0.81% | Q4 2017 | Q3 2023 | 24 |
GIRARD PARTNERS LTD. | 24 | 24 | 0.08% | 0.17% | 0.22% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Diligent Investors, LLC | 24 | 24 | 0.38% | 0.55% | 0.70% | Q4 2017 | Q3 2023 | 24 |
JPMORGAN CHASE & CO | 23 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 24 |
Valmark Advisers, Inc. | 24 | 24 | 0.00% | 0.06% | 0.18% | Q4 2015 | Q3 2021 | 24 |
Carmichael Hill & Associates, Inc. | 24 | 24 | 0.17% | 0.32% | 0.56% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.05% | 0.11% | 0.41% | Q4 2017 | Q3 2023 | 24 |
Tower Research Capital LLC (TRC) | 23 | 1 | 0.00% | 0.05% | 0.27% | Q1 2014 | Q3 2023 | 24 |
First Heartland Consultants, Inc. | 24 | 24 | 0.03% | 0.32% | 1.13% | Q4 2017 | Q3 2023 | 24 |
SIGNET FINANCIAL MANAGEMENT, LLC | 24 | 24 | 0.06% | 1.03% | 2.79% | Q4 2017 | Q3 2023 | 24 |
WRAPMANAGER INC | 24 | 24 | 0.09% | 0.25% | 0.36% | Q4 2017 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.01% | 0.07% | Q1 2014 | Q4 2022 | 23 |
TRUST CO OF VERMONT | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2020 | 22 |
Financial Advocates Investment Management | 16 | 6 | 0.03% | 0.12% | 0.25% | Q4 2017 | Q3 2023 | 22 |
LexAurum Advisors, LLC | 22 | 22 | 0.10% | 0.19% | 0.48% | Q2 2018 | Q3 2023 | 22 |
Meridian Wealth Management, LLC | 15 | 1 | 0.02% | 0.18% | 0.56% | Q4 2016 | Q3 2023 | 22 |
PRUDENTIAL PLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Cetera Investment Advisers | 22 | 22 | 0.00% | 0.04% | 0.09% | Q4 2017 | Q1 2023 | 22 |
Stillwater Capital Advisors, LLC | 22 | 22 | 0.18% | 0.34% | 0.47% | Q2 2018 | Q3 2023 | 22 |
CENTAURUS FINANCIAL, INC. | 13 | 9 | 0.01% | 0.04% | 0.11% | Q4 2017 | Q2 2023 | 22 |
Probity Advisors, Inc. | 12 | 2 | 0.14% | 0.51% | 0.57% | Q4 2017 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 19 | 3 | 0.02% | 0.05% | 0.09% | Q3 2017 | Q3 2023 | 22 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.00% | 0.04% | 0.31% | Q2 2018 | Q3 2023 | 22 |
Occidental Asset Management, LLC | 21 | 21 | 0.12% | 0.15% | 0.21% | Q3 2018 | Q3 2023 | 21 |
MYCIO WEALTH PARTNERS, LLC | 14 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 21 |
Avior Wealth Management, LLC | 21 | 21 | 0.01% | 0.13% | 0.48% | Q3 2018 | Q3 2023 | 21 |
WALLER FINANCIAL PLANNING GROUP, INC | 21 | 21 | 1.02% | 1.76% | 3.05% | Q4 2018 | Q4 2023 | 21 |
Winslow, Evans & Crocker, Inc. | 21 | 21 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q4 2020 | 21 |
Citizens Business Bank | 21 | 21 | 0.04% | 0.20% | 0.34% | Q4 2012 | Q4 2017 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.08% | 0.22% | Q3 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 9 | 1 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 21 |
Voya Financial Advisors, Inc. | 21 | 21 | 0.01% | 0.09% | 0.32% | Q1 2016 | Q1 2021 | 21 |
McIlrath & Eck, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
BURNEY CO/ | 21 | 21 | 0.05% | 0.11% | 0.14% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.68% | 5.15% | Q4 2013 | Q3 2018 | 20 |
Kingsview Wealth Management, LLC | 14 | 6 | 0.05% | 0.19% | 0.41% | Q3 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.01% | 0.05% | 0.21% | Q4 2018 | Q3 2023 | 20 |
SAGE FINANCIAL GROUP INC | 20 | 20 | 0.13% | 0.26% | 0.49% | Q4 2018 | Q3 2023 | 20 |
MATHER GROUP, LLC. | 20 | 20 | 0.07% | 0.15% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Klingman & Associates, LLC | 20 | 20 | 0.07% | 0.93% | 1.37% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.01% | 0.08% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.01% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
NewEdge Advisors, LLC | 16 | 4 | 0.00% | 0.06% | 0.22% | Q1 2018 | Q3 2023 | 20 |
ERn Financial, LLC | 20 | 20 | 0.49% | 1.10% | 2.20% | Q4 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.31% | 1.87% | 4.43% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.45% | 0.66% | 1.04% | Q4 2018 | Q3 2023 | 20 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 20 | 20 | 0.41% | 2.31% | 3.31% | Q4 2018 | Q3 2023 | 20 |
Centerpoint Advisors, LLC | 20 | 20 | 0.11% | 1.76% | 6.29% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.07% | 0.54% | Q1 2018 | Q3 2023 | 20 |
Asset Dedication, LLC | 20 | 20 | 0.07% | 0.14% | 0.21% | Q4 2018 | Q3 2023 | 20 |
ArchPoint Investors | 17 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2021 | 20 |
Corbenic Partners LLC | 19 | 1 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q1 2020 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.29% | 0.64% | 0.95% | Q4 2018 | Q3 2023 | 20 |
GOLDMAN SACHS GROUP INC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.60% | 1.02% | Q4 2018 | Q3 2023 | 20 |
Total Wealth Planning, LLC | 20 | 20 | 0.22% | 0.45% | 0.70% | Q4 2018 | Q3 2023 | 20 |
Snowden Capital Advisors LLC | 12 | 8 | 0.03% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q3 2022 | 20 |
TSFG, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Private Ocean, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Veritable, L.P. | 19 | 19 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q2 2023 | 19 |
AE Wealth Management LLC | 19 | 19 | 0.07% | 0.12% | 0.25% | Q1 2019 | Q3 2023 | 19 |
Beacon Pointe Advisors, LLC | 19 | 19 | 0.01% | 0.11% | 0.28% | Q1 2019 | Q3 2023 | 19 |
Gladstone Institutional Advisory LLC | 19 | 19 | 0.12% | 0.32% | 0.75% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
FIFTH THIRD BANCORP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 19 |
FINANCIAL CONSULATE, INC | 19 | 19 | 1.26% | 3.50% | 8.85% | Q1 2019 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.33% | 0.52% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
BALDWIN BROTHERS LLC/MA | 18 | 18 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2017 | 18 |
WealthShield Partners, LLC | 10 | 1 | 0.00% | 0.24% | 0.63% | Q2 2018 | Q3 2023 | 18 |
TCI Wealth Advisors, Inc. | 12 | 6 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q1 2023 | 18 |
CAHILL FINANCIAL ADVISORS INC | 18 | 18 | 0.10% | 0.30% | 0.40% | Q2 2019 | Q3 2023 | 18 |
MONETA GROUP INVESTMENT ADVISORS LLC | 18 | 18 | 0.09% | 0.14% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Founders Capital Management | 13 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Redwood Investment Management, LLC | 13 | 5 | 0.26% | 1.75% | 5.73% | Q4 2018 | Q3 2023 | 18 |
BANK OF MONTREAL /CAN/ | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 18 |
NorthRock Partners, LLC | 17 | 17 | 1.03% | 3.09% | 4.07% | Q3 2019 | Q3 2023 | 17 |
Foster Victor Wealth Advisors, LLC | 15 | 2 | 0.08% | 0.18% | 0.31% | Q4 2018 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2022 | 17 |
Cerity Partners LLC | 17 | 17 | 0.00% | 0.04% | 0.14% | Q2 2019 | Q2 2023 | 17 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 3 | 0.03% | 0.09% | 0.23% | Q2 2019 | Q3 2023 | 17 |
Baltimore-Washington Financial Advisors, Inc. | 14 | 3 | 0.02% | 0.07% | 0.11% | Q1 2015 | Q3 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
Measured Wealth Private Client Group, LLC | 17 | 17 | 0.17% | 0.41% | 0.88% | Q3 2019 | Q3 2023 | 17 |
Bristlecone Advisors, LLC | 16 | 16 | 0.06% | 0.16% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Aptus Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Foresight Wealth Management, LLC | 16 | 16 | 0.02% | 0.39% | 0.74% | Q4 2018 | Q3 2022 | 16 |
Harborview Advisors, LLC | 16 | 16 | 1.89% | 2.58% | 3.47% | Q4 2017 | Q3 2021 | 16 |
Parallel Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 16 |
JNBA Financial Advisors | 15 | 1 | 0.02% | 0.20% | 0.76% | Q3 2016 | Q3 2023 | 16 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 2 | 0.00% | 0.84% | 1.26% | Q3 2016 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 16 | 16 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q2 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.03% | 0.17% | 0.57% | Q4 2019 | Q3 2023 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 0.55% | 0.77% | 1.11% | Q4 2019 | Q3 2023 | 16 |
Stratos Wealth Advisors, LLC | 13 | 1 | 0.02% | 0.16% | 0.61% | Q1 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.01% | 0.14% | 0.37% | Q1 2018 | Q3 2023 | 16 |
Faithward Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SRS Capital Advisors, Inc. | 10 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
HBC Financial Services, PLLC | 16 | 16 | 0.09% | 0.10% | 0.12% | Q4 2019 | Q3 2023 | 16 |
PFG Private Wealth Management, LLC | 16 | 16 | 0.00% | 0.35% | 0.88% | Q4 2019 | Q3 2023 | 16 |
Savant Capital, LLC | 16 | 16 | 0.07% | 0.25% | 0.86% | Q4 2019 | Q3 2023 | 16 |
Clarus Wealth Advisors | 16 | 16 | 2.27% | 6.19% | 9.85% | Q1 2019 | Q4 2022 | 16 |
Connecticut Wealth Management, LLC | 11 | 1 | 0.21% | 0.63% | 1.32% | Q2 2019 | Q3 2023 | 16 |
Invst, LLC | 16 | 16 | 0.05% | 5.58% | 10.26% | Q2 2017 | Q1 2021 | 16 |
Financial Strategies Group, Inc. | 16 | 16 | 1.44% | 1.68% | 1.82% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.05% | 0.13% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Sound Income Strategies, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 16 |
ARROW FINANCIAL CORP | 16 | 16 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q3 2017 | 16 |
IAG Wealth Partners, LLC | 10 | 5 | 0.00% | 0.06% | 0.43% | Q4 2019 | Q3 2023 | 15 |
PFG Advisors | 15 | 15 | 0.03% | 0.24% | 0.59% | Q2 2018 | Q4 2021 | 15 |
Windsor Wealth Management, Inc. | 15 | 15 | 0.14% | 0.32% | 0.72% | Q1 2020 | Q3 2023 | 15 |
ERTS Wealth Advisors, LLC | 15 | 15 | 2.94% | 3.92% | 5.48% | Q1 2020 | Q3 2023 | 15 |
OPTIMUM INVESTMENT ADVISORS | 8 | 7 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q4 2019 | 15 |
Clearwater Capital Advisors, LLC | 15 | 15 | 0.04% | 0.09% | 0.13% | Q2 2016 | Q4 2019 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 2.53% | 3.07% | 4.11% | Q1 2018 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Texas Yale Capital Corp. | 14 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 15 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 13 | 2 | 1.90% | 2.60% | 3.30% | Q4 2018 | Q3 2023 | 15 |
Visionary Wealth Advisors | 15 | 15 | 0.07% | 0.14% | 0.29% | Q1 2020 | Q3 2023 | 15 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.09% | 0.15% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q4 2016 | 15 |
Baird Financial Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Gradient Investments LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
Palisades Hudson Asset Management, L.P. | 15 | 15 | 0.51% | 0.72% | 0.79% | Q1 2020 | Q3 2023 | 15 |
Capital Advisory Group Advisory Services, LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 14 |
Financial Architects, Inc | 11 | 3 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2020 | 14 |
Waldron Private Wealth LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
BENJAMIN EDWARDS INC | 14 | 14 | 0.18% | 0.32% | 0.58% | Q2 2020 | Q3 2023 | 14 |
TOBIAS FINANCIAL ADVISORS, INC. | 7 | 1 | 0.12% | 0.49% | 0.59% | Q4 2019 | Q3 2023 | 14 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 14 | 14 | 0.09% | 1.78% | 2.91% | Q3 2016 | Q4 2019 | 14 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 9 | 5 | 0.10% | 0.50% | 3.55% | Q4 2018 | Q3 2023 | 14 |
Retirement Group, LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
Diversified Investment Strategies, LLC | 14 | 14 | 0.16% | 0.23% | 0.33% | Q2 2020 | Q3 2023 | 14 |
Noven Financial Group, Inc. | 13 | 1 | 0.32% | 2.00% | 12.07% | Q4 2013 | Q3 2018 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
AlphaStar Capital Management, LLC | 12 | 2 | 0.01% | 1.78% | 4.19% | Q3 2017 | Q4 2021 | 14 |
EP Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.04% | 0.24% | Q3 2013 | Q3 2023 | 14 |
SG Americas Securities, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2018 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 2 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 14 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2019 | 14 |
9258 Wealth Management, LLC | 8 | 3 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 14 |
B. Riley Wealth Advisors, Inc. | 14 | 14 | 0.05% | 0.50% | 0.63% | Q2 2013 | Q3 2016 | 14 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2020 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.18% | 0.24% | 0.30% | Q4 2018 | Q4 2021 | 13 |
Santori & Peters, Inc. | 12 | 1 | 0.03% | 0.22% | 0.26% | Q4 2017 | Q1 2022 | 13 |
TIAA, FSB | 13 | 13 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q2 2023 | 13 |
Broadview Financial Management, LLC | 13 | 13 | 0.20% | 0.25% | 0.31% | Q4 2017 | Q4 2020 | 13 |
Bison Wealth, LLC | 11 | 2 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 13 |
StrategIQ Financial Group, LLC | 8 | 5 | 0.02% | 0.07% | 0.11% | Q1 2017 | Q1 2022 | 13 |
Moloney Securities Asset Management, LLC | 12 | 1 | 0.05% | 0.08% | 0.13% | Q2 2019 | Q3 2023 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.05% | 0.09% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Atria Investments, Inc | 10 | 3 | 0.01% | 0.08% | 0.31% | Q4 2016 | Q1 2020 | 13 |
Westside Investment Management, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
Joel Isaacson & Co., LLC | 12 | 1 | 0.00% | 0.03% | 0.06% | Q4 2012 | Q4 2016 | 13 |
BLAIR WILLIAM & CO/IL | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
Starfire Investment Advisers, Inc. | 10 | 3 | 0.10% | 0.13% | 0.22% | Q1 2017 | Q2 2020 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
FinTrust Capital Advisors, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Rockefeller Capital Management L.P. | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.03% | 0.93% | 1.52% | Q1 2020 | Q3 2023 | 13 |
MBM Wealth Consultants, LLC | 12 | 12 | 0.00% | 0.06% | 0.11% | Q2 2020 | Q1 2023 | 12 |
OneDigital Investment Advisors LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 3.15% | 3.65% | 4.26% | Q4 2020 | Q3 2023 | 12 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.15% | 0.20% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Wagner Wealth Management, LLC | 8 | 4 | 0.00% | 0.06% | 0.18% | Q4 2017 | Q3 2022 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Advisor OS, LLC | 11 | 1 | 0.10% | 0.50% | 1.11% | Q2 2020 | Q3 2023 | 12 |
KWB Wealth | 12 | 12 | 2.45% | 2.92% | 3.38% | Q4 2020 | Q3 2023 | 12 |
Regal Investment Advisors LLC | 12 | 12 | 0.00% | 0.07% | 0.10% | Q1 2015 | Q4 2017 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 1.16% | 1.89% | 2.65% | Q4 2020 | Q3 2023 | 12 |
Valeo Financial Advisors, LLC | 8 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 0.09% | 0.17% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Good Life Advisors, LLC | 9 | 1 | 0.02% | 0.13% | 0.29% | Q4 2016 | Q3 2023 | 12 |
Barnett & Company, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2018 | 12 |
Aurora Private Wealth, Inc. | 12 | 12 | 0.32% | 0.80% | 1.56% | Q4 2019 | Q3 2022 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 1.45% | 2.20% | 2.55% | Q4 2020 | Q3 2023 | 12 |
Asset Management Group, Inc. | 12 | 12 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Falcon Wealth Planning | 12 | 12 | 0.07% | 0.16% | 0.36% | Q4 2020 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 4 | 0.04% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 12 |
First City Capital Management, Inc. | 12 | 12 | 0.31% | 0.35% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Centennial Wealth Advisory LLC | 12 | 12 | 0.19% | 0.39% | 0.49% | Q4 2020 | Q3 2023 | 12 |
KINGS POINT CAPITAL MANAGEMENT | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2020 | 12 |
Financial Advisors Network, Inc. | 11 | 1 | 0.29% | 0.34% | 0.41% | Q2 2020 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.02% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 12 |
MADDEN SECURITIES Corp | 11 | 1 | 0.01% | 0.22% | 0.31% | Q4 2019 | Q4 2022 | 12 |
10-15 ASSOCIATES, INC. | 12 | 12 | 0.25% | 0.42% | 0.69% | Q1 2016 | Q4 2018 | 12 |
Financial Planning & Information Services, Inc. | 11 | 11 | 0.17% | 2.06% | 3.29% | Q1 2021 | Q3 2023 | 11 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 11 | 11 | 0.26% | 0.33% | 0.39% | Q1 2021 | Q3 2023 | 11 |
55I, LLC | 11 | 11 | 0.01% | 0.05% | 0.08% | Q1 2020 | Q3 2022 | 11 |
LBMC INVESTMENT ADVISORS, LLC | 6 | 1 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q3 2023 | 11 |
Navalign, LLC | 11 | 11 | 0.57% | 0.74% | 1.18% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Essex Financial Services, Inc. | 11 | 11 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Western Wealth Management, LLC | 8 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.05% | 0.05% | 0.06% | Q1 2014 | Q1 2017 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Trilogy Capital Inc. | 8 | 1 | 0.04% | 0.13% | 0.76% | Q2 2018 | Q3 2023 | 11 |
Salomon & Ludwin, LLC | 8 | 3 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 11 |
Koss-Olinger Consulting, LLC | 11 | 11 | 0.27% | 0.46% | 0.76% | Q1 2021 | Q3 2023 | 11 |
BCGM Wealth Management, LLC | 9 | 2 | 0.10% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.05% | 0.28% | 0.36% | Q1 2018 | Q3 2020 | 11 |
Certified Advisory Corp | 11 | 11 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2020 | 11 |
Belpointe Asset Management LLC | 10 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q1 2023 | 11 |
WT Wealth Management | 11 | 11 | 0.10% | 0.17% | 0.26% | Q3 2019 | Q1 2022 | 11 |
Bridgeworth, LLC | 8 | 3 | 0.16% | 0.42% | 0.64% | Q4 2016 | Q4 2019 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
People's United Financial, Inc. | 6 | 1 | 0.00% | 0.04% | 0.21% | Q1 2016 | Q1 2022 | 11 |
Realta Investment Advisors | 8 | 3 | 0.01% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 11 |
Ameritas Investment Company, LLC | 9 | 2 | 0.04% | 0.21% | 0.37% | Q4 2018 | Q3 2021 | 11 |
Mosaic Family Wealth, LLC | 8 | 2 | 0.02% | 0.24% | 0.33% | Q4 2018 | Q4 2021 | 10 |
FDx Advisors, Inc. | 8 | 2 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q2 2019 | 10 |
TRUSTCORE FINANCIAL SERVICES, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 10 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 10 | 10 | 0.68% | 1.35% | 1.69% | Q4 2017 | Q1 2020 | 10 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10 | 10 | 0.10% | 0.14% | 0.16% | Q1 2017 | Q2 2019 | 10 |
Qube Research & Technologies Ltd | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
LINCOLN NATIONAL CORP | 10 | 10 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q1 2023 | 10 |
Lindbrook Capital, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MOTIVE WEALTH ADVISORS | 10 | 10 | 0.23% | 0.37% | 0.50% | Q2 2021 | Q3 2023 | 10 |
CITY HOLDING CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 2.00% | 2.42% | 3.00% | Q2 2021 | Q3 2023 | 10 |
PRIVATE TRUST CO NA | 6 | 1 | 0.00% | 0.06% | 0.13% | Q1 2013 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q1 2022 | 10 |
MCIA Inc | 10 | 10 | 3.41% | 4.84% | 6.65% | Q2 2017 | Q3 2019 | 10 |
M&T BANK CORP | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.12% | 0.18% | 0.21% | Q1 2021 | Q3 2023 | 10 |
Pinnacle Family Advisors, LLC | 7 | 1 | 0.27% | 0.67% | 1.32% | Q4 2016 | Q4 2019 | 10 |
Johnson Financial Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Atlas Private Wealth Management, LLC | 10 | 10 | 0.37% | 0.42% | 0.46% | Q4 2019 | Q1 2022 | 10 |
Orin Green Financial, LLC | 10 | 10 | 0.12% | 0.14% | 0.19% | Q2 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 10 |
Chicago Partners Investment Group LLC | 7 | 1 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 9 |
GPS Wealth Strategies Group, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Summit Financial, LLC | 9 | 9 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Transform Wealth, LLC | 5 | 4 | 0.74% | 1.18% | 1.61% | Q2 2016 | Q3 2018 | 9 |
Moisand Fitzgerald Tamayo, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 9 |
Advisory Alpha, LLC | 4 | 1 | 0.00% | 0.88% | 2.19% | Q4 2017 | Q3 2020 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
First Allied Advisory Services, Inc. | 5 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2020 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 9 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 6 | 1 | 0.00% | 0.45% | 3.06% | Q4 2015 | Q1 2020 | 9 |
Sowell Financial Services LLC | 7 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q1 2021 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Harvest Investment Services, LLC | 9 | 9 | 0.11% | 0.17% | 0.26% | Q2 2020 | Q2 2022 | 9 |
Simplicity Solutions, LLC | 9 | 9 | 0.08% | 0.16% | 0.27% | Q4 2018 | Q4 2020 | 9 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 9 | 9 | 0.04% | 0.18% | 0.32% | Q4 2019 | Q4 2021 | 9 |
NewFocus Financial Group, LLC | 9 | 9 | 0.06% | 1.41% | 2.76% | Q4 2018 | Q4 2020 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.02% | 0.53% | 0.85% | Q2 2018 | Q2 2020 | 9 |
Spectrum Management Group, LLC | 6 | 3 | 0.01% | 0.98% | 6.08% | Q2 2018 | Q3 2020 | 9 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 7 | 2 | 0.02% | 0.07% | 0.17% | Q2 2020 | Q3 2023 | 9 |
Bogart Wealth, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 9 |
MFA WEALTH ADVISORS, LLC | 9 | 9 | 3.54% | 4.34% | 5.29% | Q4 2017 | Q4 2019 | 9 |
Wellspring Financial Advisors, LLC | 9 | 9 | 0.12% | 0.27% | 0.54% | Q1 2020 | Q1 2022 | 9 |
CHEMICAL BANK | 9 | 9 | 0.04% | 0.06% | 0.08% | Q2 2017 | Q2 2019 | 9 |
CENTRAL TRUST Co | 8 | 1 | 0.00% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 9 |
CBIZ Investment Advisory Services, LLC | 8 | 1 | 0.00% | 0.01% | 0.08% | Q4 2019 | Q1 2022 | 9 |
YorkBridge Wealth Partners, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2019 | 9 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.05% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.02% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Peterson Financial Group, Inc. | 8 | 8 | 0.51% | 0.65% | 1.11% | Q4 2021 | Q3 2023 | 8 |
Sandy Cove Advisors, LLC | 8 | 8 | 0.24% | 0.40% | 0.56% | Q4 2021 | Q3 2023 | 8 |
JONES FINANCIAL COMPANIES LLLP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.12% | 0.29% | 0.85% | Q4 2021 | Q3 2023 | 8 |
WINTRUST INVESTMENTS LLC | 8 | 8 | 0.14% | 0.16% | 0.21% | Q1 2021 | Q4 2022 | 8 |
LOWERY THOMAS, LLC | 8 | 8 | 0.23% | 0.30% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.08% | 0.22% | 0.34% | Q4 2021 | Q3 2023 | 8 |
WIPFLI FINANCIAL ADVISORS LLC, | 8 | 8 | 0.02% | 0.16% | 0.46% | Q4 2020 | Q3 2022 | 8 |
Willingdon Wealth Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
LTG Capital LLC | 8 | 8 | 1.13% | 1.54% | 4.05% | Q4 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.00% | 0.05% | 0.15% | Q4 2016 | Q4 2021 | 8 |
Barden Capital Management, Inc. | 8 | 8 | 1.62% | 1.88% | 1.97% | Q4 2021 | Q3 2023 | 8 |
INSPIRION WEALTH ADVISORS, LLC | 8 | 8 | 0.04% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 8 |
DEUTSCHE BANK AG\ | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2021 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Smithfield Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 4.12% | 4.43% | 4.79% | Q4 2021 | Q3 2023 | 8 |
SUNTRUST BANKS INC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2019 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 1.61% | 1.94% | 2.65% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 0.63% | 0.72% | 0.92% | Q4 2021 | Q3 2023 | 8 |
MONECO Advisors, LLC | 8 | 8 | 0.42% | 0.55% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 0.47% | 0.53% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Prime Capital Investment Advisors, LLC | 8 | 8 | 0.01% | 0.13% | 0.31% | Q2 2019 | Q1 2021 | 8 |
Brookstone Capital Management | 4 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Capstone Triton Financial Group, LLC | 7 | 7 | 0.11% | 0.20% | 0.53% | Q4 2020 | Q2 2022 | 7 |
American Money Management, LLC | 6 | 1 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q2 2023 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.05% | 0.05% | 0.06% | Q2 2014 | Q4 2015 | 7 |
Capital Asset Advisory Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Baystate Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.04% | 0.14% | Q1 2021 | Q3 2023 | 7 |
USCA RIA LLC | 7 | 7 | 0.04% | 0.22% | 0.41% | Q2 2017 | Q4 2018 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.15% | 0.28% | 0.33% | Q2 2013 | Q4 2014 | 7 |
Laraway Financial Advisors Inc | 7 | 7 | 0.38% | 0.39% | 0.39% | Q1 2022 | Q3 2023 | 7 |
Royal Fund Management, LLC | 7 | 7 | 0.01% | 0.66% | 1.66% | Q4 2017 | Q2 2019 | 7 |
Towerpoint Wealth, LLC | 7 | 7 | 0.16% | 0.25% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Cornerstone Wealth Management, LLC | 4 | 1 | 0.01% | 0.19% | 0.81% | Q1 2016 | Q3 2018 | 7 |
COMERICA BANK | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 7 |
D.A. DAVIDSON & CO. | 6 | 1 | 0.00% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 0.59% | 0.76% | 0.94% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.03% | 0.08% | Q1 2021 | Q4 2022 | 7 |
Executive Wealth Management, LLC | 3 | 1 | 0.00% | 0.26% | 0.75% | Q4 2018 | Q3 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Institute for Wealth Management, LLC. | 7 | 7 | 0.06% | 0.08% | 0.09% | Q4 2018 | Q2 2020 | 7 |
Diversified, LLC | 7 | 7 | 0.99% | 1.90% | 2.58% | Q1 2022 | Q3 2023 | 7 |
Hudson Portfolio Management LLC | 7 | 7 | 0.21% | 0.34% | 0.41% | Q1 2022 | Q3 2023 | 7 |
JFS WEALTH ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Avion Wealth | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
INVESTMENT CENTERS OF AMERICA INC | 7 | 7 | 0.03% | 0.07% | 0.18% | Q1 2016 | Q3 2017 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 7 |
FirstPurpose Wealth LLC | 6 | 1 | 0.14% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 7 |
Ledge Wealth Management, Inc. | 7 | 7 | 1.28% | 1.61% | 2.85% | Q1 2022 | Q3 2023 | 7 |
Smart Money Group LLC | 7 | 7 | 0.47% | 1.13% | 1.60% | Q1 2018 | Q3 2019 | 7 |
DENVER WEALTH MANAGEMENT, INC. | 6 | 1 | 1.73% | 4.43% | 5.57% | Q1 2021 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q1 2021 | 7 |
Twelve Points Wealth Management LLC | 7 | 7 | 0.23% | 0.76% | 1.22% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.12% | 1.47% | 1.95% | Q2 2022 | Q3 2023 | 7 |
Lansing Street Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
American Trust | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2023 | 6 |
Everhart Financial Group, Inc. | 4 | 2 | 0.15% | 0.18% | 0.25% | Q4 2021 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q2 2015 | 6 |
NWK Group, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Sugarloaf Wealth Management, LLC | 6 | 6 | 0.00% | 0.65% | 1.97% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.06% | 0.12% | Q3 2018 | Q1 2022 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NEW ENGLAND ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
HBW ADVISORY SERVICES LLC | 5 | 1 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q4 2021 | 6 |
Csenge Advisory Group | 6 | 6 | 0.57% | 0.85% | 0.93% | Q2 2022 | Q3 2023 | 6 |
Investors Capital Advisory Services | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q2 2016 | 6 |
WEBSTER BANK, N. A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
FIRST MANHATTAN CO. LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
TILIA FIDUCIARY PARTNERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Horizon Family Wealth, Inc. | 6 | 6 | 0.52% | 0.81% | 0.92% | Q4 2021 | Q1 2023 | 6 |
Fernwood Investment Management, LLC | 5 | 1 | 0.10% | 0.12% | 0.13% | Q2 2018 | Q4 2019 | 6 |
ProVise Management Group, LLC | 3 | 1 | 0.06% | 0.14% | 0.22% | Q4 2014 | Q3 2018 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Ballentine Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 6 |
ACAS, LLC | 6 | 6 | 0.32% | 0.37% | 0.41% | Q1 2021 | Q2 2022 | 6 |
Ackerman Capital Advisors, LLC | 6 | 6 | 0.08% | 0.16% | 0.42% | Q2 2022 | Q3 2023 | 6 |
Forbes Financial Planning, Inc. | 6 | 6 | 6.75% | 7.20% | 7.70% | Q2 2022 | Q3 2023 | 6 |
HEADINVEST, LLC | 4 | 1 | 0.01% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 5 |
PSI Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 5 |
FINANCIAL COUNSELORS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Ironwood Financial, llc | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 5 |
Burt Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 1.49% | 1.66% | 1.74% | Q4 2021 | Q4 2022 | 5 |
Smith Anglin Financial, LLC | 5 | 5 | 0.30% | 0.48% | 1.08% | Q4 2020 | Q4 2021 | 5 |
City State Bank | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
WFG Advisors, LP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Financial Enhancement Group LLC | 4 | 1 | 0.00% | 1.42% | 1.88% | Q1 2020 | Q3 2023 | 5 |
Burns Matteson Capital Management, LLC | 5 | 5 | 0.15% | 0.17% | 0.21% | Q1 2021 | Q1 2022 | 5 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 5 |
NATIXIS | 5 | 5 | 0.07% | 0.09% | 0.12% | Q2 2017 | Q2 2018 | 5 |
Annex Advisory Services, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Fragasso Group Inc. | 2 | 1 | 0.06% | 0.15% | 0.38% | Q4 2018 | Q4 2023 | 5 |
Strategic Wealth Partners, Ltd. | 5 | 5 | 0.00% | 0.39% | 1.91% | Q3 2018 | Q3 2019 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Keystone Financial Group | 5 | 5 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Horizon Investments, LLC | 3 | 2 | 0.00% | 2.22% | 6.16% | Q2 2018 | Q3 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.10% | 0.13% | 0.15% | Q4 2018 | Q4 2019 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 2.23% | 2.42% | 2.55% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.08% | 0.12% | 0.16% | Q3 2021 | Q3 2022 | 5 |
Ulland Investment Advisors, LLC | 5 | 5 | 0.03% | 0.16% | 0.50% | Q4 2021 | Q4 2022 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 5 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q4 2019 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Surevest, LLC | 5 | 5 | 0.36% | 0.38% | 0.40% | Q4 2018 | Q4 2019 | 5 |
Gerber Kawasaki Wealth & Investment Management | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Dynamic Advisor Solutions LLC | 5 | 5 | 0.05% | 0.07% | 0.09% | Q3 2018 | Q3 2019 | 5 |
Cerro Pacific Wealth Advisors LLC | 5 | 5 | 0.53% | 0.93% | 2.04% | Q1 2022 | Q1 2023 | 5 |
Goodwin Investment Advisory | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Cooper Financial Group | 4 | 1 | 0.08% | 0.95% | 1.82% | Q4 2018 | Q3 2023 | 5 |
VANCE WEALTH, INC. | 4 | 4 | 0.21% | 0.27% | 0.34% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.02% | 0.11% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.31% | 0.33% | 0.34% | Q4 2015 | Q3 2016 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2019 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 0.74% | 0.82% | 0.95% | Q4 2021 | Q3 2022 | 4 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q3 2020 | Q2 2021 | 4 |
Allegiance Financial Group Advisory Services LLC | 4 | 4 | 0.17% | 0.21% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Wealth Management Advisory Group, LLC | 4 | 4 | 0.11% | 0.13% | 0.17% | Q4 2018 | Q3 2019 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.63% | 1.20% | 2.78% | Q4 2022 | Q3 2023 | 4 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 4 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q3 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.24% | 0.30% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
TMFS HOLDINGS LLC | 4 | 4 | 8.41% | 11.49% | 13.69% | Q3 2015 | Q2 2016 | 4 |
Whitegate Investment Counselors, Inc. | 4 | 4 | 0.37% | 0.99% | 1.24% | Q4 2022 | Q3 2023 | 4 |
Pinkerton Retirement Specialists, LLC | 3 | 1 | 0.00% | 1.75% | 2.95% | Q4 2017 | Q4 2018 | 4 |
Crescent Sterling, Ltd. | 4 | 4 | 0.34% | 0.38% | 0.42% | Q4 2022 | Q3 2023 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.18% | 0.26% | 0.46% | Q4 2014 | Q3 2015 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CX Institutional | 4 | 4 | 0.06% | 0.15% | 0.20% | Q1 2022 | Q4 2022 | 4 |
Vigilare Wealth Management | 3 | 1 | 0.12% | 0.16% | 0.24% | Q4 2020 | Q4 2021 | 4 |
QUADRANT CAPITAL GROUP LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q4 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.01% | 0.34% | 1.31% | Q1 2021 | Q4 2022 | 4 |
TOMPKINS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 0.38% | 0.40% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q3 2021 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.04% | 0.12% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
RGT Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 4 |
Clear Creek Financial Management, LLC | 3 | 1 | 0.05% | 0.10% | 0.12% | Q2 2019 | Q2 2020 | 4 |
Hyperion Partners, LLC | 4 | 4 | 0.26% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Horizon Investment Services, LLC | 4 | 4 | 0.17% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.12% | 0.18% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Keystone Wealth Services, LLC | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
SouthState Corp | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2013 | Q3 2014 | 4 |
Kernodle & Katon Asset Management Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
PINNACLE ASSOCIATES LTD | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
InterOcean Capital Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 2.02% | 2.07% | 2.14% | Q4 2022 | Q3 2023 | 4 |
SOA Wealth Advisors, LLC. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
First Horizon Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 4 |
Lucia Wealth Services, LLC | 4 | 4 | 0.40% | 0.81% | 1.61% | Q4 2017 | Q3 2018 | 4 |
Topel & Distasi Wealth Management, LLC | 4 | 4 | 0.33% | 0.34% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Legacy Trust | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
JUNCTURE WEALTH STRATEGIES, LLC | 4 | 4 | 0.12% | 0.21% | 0.26% | Q1 2018 | Q4 2018 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
RDA Financial Network | 4 | 4 | 0.20% | 0.26% | 0.33% | Q1 2019 | Q4 2019 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 5.96% | 6.11% | 6.29% | Q4 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q2 2022 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.33% | 1.31% | Q4 2019 | Q2 2022 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.16% | 0.19% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Perigon Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 4 |
Concorde Asset Management, LLC | 4 | 4 | 0.42% | 0.45% | 0.46% | Q3 2018 | Q2 2019 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Argentus Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 4 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.11% | 0.17% | 0.23% | Q4 2018 | Q4 2019 | 3 |
Ground Swell Capital, LLC | 2 | 1 | 0.39% | 1.28% | 1.75% | Q3 2021 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Ford Financial Group, LLC | 3 | 3 | 1.03% | 2.25% | 2.88% | Q2 2022 | Q4 2022 | 3 |
Clear Perspective Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Destiny Capital Corp/CO | 3 | 3 | 0.23% | 0.23% | 0.24% | Q4 2022 | Q2 2023 | 3 |
Allegis Investment Advisors, LLC | 2 | 1 | 0.00% | 0.52% | 0.94% | Q4 2015 | Q1 2018 | 3 |
Advisors Preferred, LLC | 1 | 1 | 0.00% | 0.24% | 0.64% | Q1 2014 | Q4 2020 | 3 |
Confluence Wealth Services, Inc. | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q2 2023 | 3 |
ETFIDEA, LLC | 3 | 3 | 0.11% | 0.18% | 0.23% | Q4 2021 | Q2 2022 | 3 |
Black Swift Group, LLC | 3 | 3 | 0.19% | 0.20% | 0.21% | Q3 2021 | Q1 2022 | 3 |
Chessman Wealth Strategies RIA | 3 | 3 | 5.38% | 7.29% | 8.97% | Q2 2018 | Q4 2018 | 3 |
BESSEMER GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.22% | 0.29% | 0.35% | Q4 2019 | Q2 2020 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
MGO ONE SEVEN LLC | 3 | 3 | 0.28% | 0.44% | 0.59% | Q4 2022 | Q2 2023 | 3 |
Johnson Midwest Financial, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 3 |
TRUEWEALTH LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2020 | 3 |
SWMG, LLC | 3 | 3 | 0.18% | 0.23% | 0.28% | Q4 2022 | Q2 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.19% | 0.50% | Q2 2021 | Q1 2023 | 3 |
WEALTHSOURCE PARTNERS, LLC | 3 | 3 | 0.05% | 0.09% | 0.12% | Q1 2019 | Q3 2019 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.32% | 0.35% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q4 2018 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Westwind Capital | 3 | 3 | 0.60% | 0.73% | 0.86% | Q3 2018 | Q1 2019 | 3 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 3 | 0.04% | 0.10% | 0.19% | Q1 2019 | Q3 2019 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Barber Financial Group, Inc. | 3 | 3 | 3.63% | 4.33% | 5.40% | Q2 2018 | Q4 2018 | 3 |
Financial Management Professionals, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 1.18% | 1.26% | 1.37% | Q1 2023 | Q3 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 1.00% | 1.12% | 1.21% | Q4 2020 | Q2 2021 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.49% | 1.47% | Q4 2021 | Q2 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Rockbridge Investment Management, LCC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2016 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 3 |
Kabarec Financial Advisors, Ltd. | 3 | 3 | 0.15% | 0.17% | 0.21% | Q4 2017 | Q2 2018 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q2 2018 | 3 |
Bragg Financial Advisors, Inc | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Winch Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Keeler Thomas Management LLC | 3 | 3 | 0.34% | 0.36% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Verdence Capital Advisors LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 3 |
BlackRock Institutional Trust Company, N.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 3 |
Leelyn Smith, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Haverford Trust Co | 3 | 3 | 0.59% | 0.61% | 0.62% | Q1 2023 | Q3 2023 | 3 |
Asset Planning Services, Ltd. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 2.99% | 3.27% | 3.55% | Q2 2018 | Q3 2018 | 2 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.05% | 0.10% | Q2 2016 | Q1 2018 | 2 |
Legacy Financial Strategies, LLC | 2 | 2 | 0.21% | 0.34% | 0.46% | Q1 2018 | Q2 2018 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 2 |
Pinnacle Bancorp, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.06% | 0.09% | 0.12% | Q1 2014 | Q1 2015 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
WASATCH ADVISORS LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
tru Independence LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q1 2021 | 2 |
LVZ, Inc. | 2 | 2 | 0.06% | 0.10% | 0.12% | Q3 2018 | Q4 2018 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Vawter Financial, Ltd. | 2 | 2 | 0.48% | 0.50% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Paulson Wealth Management Inc. | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2018 | Q1 2019 | 2 |
Kalos Management, Inc. | 1 | 1 | 0.09% | 0.61% | 1.13% | Q4 2018 | Q4 2020 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
CARDIFF PARK ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Flagship Private Wealth, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
INR ADVISORY SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 2 | 2 | 1.68% | 2.34% | 3.00% | Q2 2023 | Q3 2023 | 2 |
Pathway Financial Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q1 2019 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.33% | 0.33% | 0.34% | Q2 2023 | Q3 2023 | 2 |
MATRIX PRIVATE CAPITAL GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Hayden Royal, LLC | 2 | 2 | 0.11% | 0.20% | 0.30% | Q4 2018 | Q1 2019 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Vickerman Investment Advisors, Inc. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2021 | Q4 2021 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 2 |
Compass Efficient Model Portfolios, LLC | 2 | 2 | 0.04% | 0.15% | 0.26% | Q3 2013 | Q4 2013 | 2 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
CUE ADVISORY SERVICES, INC. | 2 | 2 | 1.15% | 1.22% | 1.29% | Q2 2018 | Q3 2018 | 2 |
MinichMacGregor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Allianz Asset Management GmbH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Horan Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Trexquant Investment LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Wall Capital Group, Inc. | 2 | 2 | 0.33% | 0.36% | 0.39% | Q1 2023 | Q2 2023 | 2 |
Stevard, LLC | 2 | 2 | 0.25% | 0.29% | 0.34% | Q4 2019 | Q1 2020 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Riverpoint Wealth Management Holdings, LLC | 2 | 2 | 0.24% | 0.24% | 0.25% | Q1 2021 | Q2 2021 | 2 |
S.A. Mason LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
TFB Advisors LLC | 2 | 2 | 0.26% | 0.48% | 0.70% | Q2 2023 | Q3 2023 | 2 |
USAdvisors Wealth Management, LLC | 2 | 2 | 0.56% | 0.67% | 0.79% | Q2 2018 | Q3 2018 | 2 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Apeiron RIA LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
WIN ADVISORS, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Stadion Money Management, LLC | 2 | 2 | 0.83% | 1.30% | 1.78% | Q2 2018 | Q3 2018 | 2 |
Keebeck Wealth Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2021 | Q2 2021 | 2 |
Econ Financial Services Corp | 1 | 1 | 1.48% | 1.67% | 1.87% | Q4 2018 | Q2 2019 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 2 |
Almanack Investment Partners, LLC. | 1 | 1 | 1.13% | 1.16% | 1.19% | Q4 2020 | Q3 2021 | 2 |
ALTFEST L J & CO INC | 2 | 2 | 0.16% | 0.19% | 0.23% | Q4 2016 | Q1 2017 | 2 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 2 |
IMS Capital Management | 2 | 2 | 0.31% | 0.31% | 0.32% | Q3 2013 | Q4 2013 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 2 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Waypoint Capital Advisors, LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q1 2022 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 3.12% | 3.32% | 3.51% | Q2 2018 | Q3 2018 | 2 |
Strategic Financial Concepts, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Baltimore-Washington Financial Advisors Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
StoneX Group Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Hardy Reed LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Grace Capital | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Gainplan LLC | 1 | 1 | 61.04% | 61.04% | 61.04% | Q1 2019 | Q1 2019 | 1 |
CLIENT 1ST ADVISORY GROUP, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GPM Growth Investors, Inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2019 | Q4 2019 | 1 |
Quaker Wealth Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2019 | Q4 2019 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Kaizen Financial Strategies | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2018 | Q3 2018 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Gateway Advisory, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2023 | Q1 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2022 | Q2 2022 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Beaumont Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
BMS Financial Advisors, LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q2 2023 | Q2 2023 | 1 |
Consolidated Portfolio Review Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 8.59% | 8.59% | 8.59% | Q4 2022 | Q4 2022 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2021 | Q2 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Berger Financial Group, Inc | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2020 | Q4 2020 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Cardan Capital Partners, LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q3 2018 | Q3 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Strategic Advocates LLC | 1 | 1 | 4.76% | 4.76% | 4.76% | Q3 2023 | Q3 2023 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Berkshire Money Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2017 | Q4 2017 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2020 | Q4 2020 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 8.91% | 8.91% | 8.91% | Q4 2018 | Q4 2018 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
VIVID FINANCIAL MANAGEMENT, INC. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
Fountainhead AM, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 2.37% | 2.37% | 2.37% | Q3 2023 | Q3 2023 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MAS Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2021 | Q1 2021 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Leisure Capital Management | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2018 | Q4 2018 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Financial Consulate Inc. | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2021 | Q2 2021 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.