Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Freedom Investment Management, Inc. | 43 | 43 | 0.03% | 0.16% | 0.30% | Q1 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PINNACLE FINANCIAL PARTNERS INC | 42 | 42 | 0.09% | 0.26% | 0.64% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Carlson Capital Management | 42 | 42 | 0.03% | 0.17% | 0.31% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 41 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.00% | 1.16% | 7.71% | Q4 2013 | Q3 2023 | 40 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 40 | 40 | 0.13% | 0.26% | 0.36% | Q4 2013 | Q3 2023 | 40 |
Avior Wealth Management, LLC | 39 | 39 | 0.01% | 0.52% | 1.45% | Q1 2014 | Q3 2023 | 39 |
Pinnacle Holdings, LLC | 38 | 1 | 0.06% | 0.18% | 0.32% | Q2 2013 | Q3 2023 | 39 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
Atlas Brown,Inc. | 37 | 37 | 0.20% | 0.49% | 0.95% | Q3 2014 | Q3 2023 | 37 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 36 | 36 | 0.07% | 2.57% | 4.04% | Q4 2014 | Q3 2023 | 36 |
Hanson & Doremus Investment Management | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.01% | 0.03% | 0.12% | Q4 2013 | Q3 2023 | 36 |
Capital Directions Investment Advisors, LLC | 19 | 2 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q4 2022 | 35 |
RAYMOND JAMES & ASSOCIATES | 29 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 34 |
CITIGROUP INC | 28 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 34 |
Krilogy Financial LLC | 33 | 33 | 0.43% | 2.83% | 7.29% | Q3 2015 | Q3 2023 | 33 |
SIGNATUREFD, LLC | 14 | 7 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 32 |
GHP Investment Advisors, Inc. | 32 | 32 | 0.10% | 0.62% | 0.93% | Q4 2015 | Q3 2023 | 32 |
One Capital Management, LLC | 31 | 1 | 0.01% | 0.12% | 0.32% | Q3 2014 | Q3 2023 | 32 |
Moisand Fitzgerald Tamayo, LLC | 32 | 32 | 0.35% | 2.35% | 3.62% | Q4 2015 | Q3 2023 | 32 |
Courage Miller Partners, LLC | 32 | 32 | 0.30% | 0.39% | 0.48% | Q4 2015 | Q3 2023 | 32 |
Asset Dedication, LLC | 32 | 32 | 0.57% | 1.50% | 3.76% | Q4 2015 | Q3 2023 | 32 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.07% | 0.22% | Q4 2015 | Q3 2023 | 31 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 1 | 0.00% | 0.02% | 0.33% | Q1 2014 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Ameritas Investment Partners, Inc. | 19 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 30 |
FAS Wealth Partners, Inc. | 30 | 30 | 0.52% | 1.54% | 2.15% | Q2 2016 | Q3 2023 | 30 |
FINANCIAL COUNSELORS INC | 28 | 1 | 0.02% | 0.62% | 1.48% | Q4 2015 | Q3 2023 | 30 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 30 |
BANK OF MONTREAL /CAN/ | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 29 |
REILLY FINANCIAL ADVISORS, LLC | 28 | 28 | 0.01% | 0.05% | 0.09% | Q1 2015 | Q4 2021 | 28 |
WEALTHSOURCE PARTNERS, LLC | 14 | 14 | 0.02% | 0.09% | 0.21% | Q3 2016 | Q3 2023 | 28 |
McAdam, LLC | 28 | 28 | 0.53% | 1.15% | 1.50% | Q4 2016 | Q3 2023 | 28 |
Marietta Wealth Management, LLC | 28 | 28 | 0.36% | 1.10% | 2.26% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.01% | 0.07% | 0.15% | Q4 2016 | Q3 2023 | 28 |
Jentner Corp | 28 | 28 | 0.39% | 0.67% | 1.22% | Q4 2016 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.29% | 1.89% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q4 2019 | 27 |
Ironwood Financial, llc | 23 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2021 | 27 |
Geneos Wealth Management Inc. | 27 | 27 | 0.01% | 0.09% | 0.35% | Q1 2017 | Q3 2023 | 27 |
Financial Engines Advisors L.L.C. | 27 | 27 | 0.26% | 1.75% | 9.18% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 27 |
Sigma Planning Corp | 14 | 6 | 0.01% | 0.08% | 0.27% | Q4 2014 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.05% | 0.08% | Q2 2017 | Q3 2023 | 26 |
MASSMUTUAL TRUST CO FSB/ADV | 26 | 26 | 0.01% | 0.73% | 1.78% | Q3 2017 | Q4 2023 | 26 |
ASSETMARK, INC | 17 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 26 |
NWAM LLC | 26 | 26 | 0.04% | 0.36% | 0.63% | Q2 2017 | Q3 2023 | 26 |
M Holdings Securities, Inc. | 25 | 1 | 0.03% | 0.43% | 1.71% | Q4 2013 | Q2 2022 | 26 |
Veritable, L.P. | 26 | 26 | 0.01% | 0.02% | 0.06% | Q1 2017 | Q2 2023 | 26 |
CWM, LLC | 17 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
Mariner, LLC | 24 | 1 | 0.00% | 0.05% | 0.10% | Q3 2016 | Q3 2023 | 25 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.07% | 0.52% | Q1 2014 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 25 |
NEXT Financial Group, Inc | 12 | 2 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q4 2021 | 25 |
FIRST AMERICAN TRUST, FSB | 24 | 1 | 0.04% | 0.62% | 1.10% | Q3 2014 | Q4 2020 | 25 |
StrategIQ Financial Group, LLC | 24 | 24 | 0.50% | 0.82% | 1.38% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.04% | 0.12% | 0.19% | Q4 2017 | Q3 2023 | 24 |
FIRST NATIONAL TRUST CO | 24 | 24 | 0.08% | 0.71% | 1.97% | Q4 2017 | Q3 2023 | 24 |
GIRARD PARTNERS LTD. | 24 | 24 | 0.10% | 0.18% | 0.29% | Q4 2017 | Q3 2023 | 24 |
Valeo Financial Advisors, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.11% | 0.17% | 0.24% | Q4 2017 | Q3 2023 | 24 |
Savant Capital, LLC | 24 | 24 | 0.05% | 0.31% | 0.72% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.05% | 0.07% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Larson Financial Group LLC | 24 | 24 | 0.34% | 3.15% | 6.74% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 22 | 2 | 0.00% | 0.03% | 0.16% | Q4 2016 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q3 2023 | 24 |
SIGNET FINANCIAL MANAGEMENT, LLC | 24 | 24 | 0.05% | 0.76% | 2.46% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.02% | 0.11% | 0.32% | Q4 2017 | Q3 2023 | 24 |
Diligent Investors, LLC | 24 | 24 | 0.36% | 0.57% | 0.77% | Q4 2017 | Q3 2023 | 24 |
Modera Wealth Management, LLC | 20 | 2 | 0.07% | 0.37% | 0.93% | Q3 2015 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
PrairieView Partners, LLC | 24 | 24 | 0.01% | 0.10% | 0.24% | Q4 2017 | Q3 2023 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 0.18% | 0.30% | 0.47% | Q4 2017 | Q3 2023 | 24 |
Avantax Planning Partners, Inc. | 14 | 9 | 0.05% | 0.36% | 0.96% | Q4 2016 | Q3 2023 | 23 |
Evensky & Katz LLC | 23 | 23 | 0.97% | 2.23% | 3.62% | Q1 2018 | Q3 2023 | 23 |
NORTHWEST WEALTH MANAGEMENT, LLC | 23 | 23 | 0.02% | 2.96% | 5.98% | Q1 2018 | Q3 2023 | 23 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
People's United Financial, Inc. | 17 | 6 | 0.00% | 0.06% | 0.21% | Q1 2016 | Q1 2022 | 23 |
Baystate Wealth Management LLC | 20 | 3 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Carroll Financial Associates, Inc. | 23 | 23 | 0.00% | 0.02% | 0.16% | Q2 2016 | Q4 2021 | 23 |
WRAPMANAGER INC | 23 | 23 | 0.17% | 0.25% | 0.38% | Q1 2018 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Marquette Asset Management, LLC | 23 | 23 | 0.10% | 0.22% | 0.55% | Q1 2018 | Q3 2023 | 23 |
Bank of New York Mellon Corp | 15 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 23 |
Bernicke Wealth Management, Ltd. | 23 | 23 | 0.31% | 0.98% | 2.40% | Q4 2014 | Q2 2020 | 23 |
Kalos Management, Inc. | 9 | 2 | 0.00% | 0.69% | 2.30% | Q4 2015 | Q2 2023 | 22 |
Probity Advisors, Inc. | 12 | 2 | 0.28% | 1.08% | 1.29% | Q4 2017 | Q3 2023 | 22 |
Financial Planning & Information Services, Inc. | 22 | 22 | 0.45% | 10.15% | 13.54% | Q2 2018 | Q3 2023 | 22 |
Chicago Partners Investment Group LLC | 21 | 1 | 0.00% | 0.10% | 0.14% | Q4 2017 | Q3 2023 | 22 |
Voya Financial Advisors, Inc. | 20 | 2 | 0.01% | 0.07% | 0.14% | Q1 2015 | Q1 2021 | 22 |
TOMPKINS FINANCIAL CORP | 21 | 1 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q3 2021 | 22 |
PRUDENTIAL PLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
DUNCKER STREETT & CO INC | 22 | 22 | 0.00% | 0.07% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Versant Capital Management, Inc | 21 | 21 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q4 2023 | 21 |
Klingman & Associates, LLC | 21 | 21 | 0.04% | 1.55% | 2.23% | Q3 2018 | Q3 2023 | 21 |
Founders Capital Management | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 21 |
WALLER FINANCIAL PLANNING GROUP, INC | 21 | 21 | 1.06% | 1.81% | 2.99% | Q4 2018 | Q4 2023 | 21 |
Occidental Asset Management, LLC | 21 | 21 | 0.15% | 0.18% | 0.26% | Q3 2018 | Q3 2023 | 21 |
SEGALL BRYANT & HAMILL, LLC | 14 | 7 | 0.02% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 21 |
Palisades Hudson Asset Management, L.P. | 20 | 1 | 0.20% | 1.60% | 2.33% | Q4 2015 | Q3 2023 | 21 |
GOLDMAN SACHS GROUP INC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 21 |
MONETA GROUP INVESTMENT ADVISORS LLC | 18 | 3 | 0.00% | 0.13% | 0.23% | Q4 2017 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 21 |
Brown Advisory Securities, LLC | 20 | 1 | 0.06% | 0.22% | 1.25% | Q3 2013 | Q3 2022 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
BURNEY CO/ | 21 | 21 | 0.03% | 0.21% | 0.36% | Q3 2018 | Q3 2023 | 21 |
JNBA Financial Advisors | 20 | 1 | 0.00% | 0.26% | 0.64% | Q3 2016 | Q3 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 9 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 21 | 21 | 0.00% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Citizens Business Bank | 21 | 21 | 0.04% | 0.27% | 0.57% | Q4 2012 | Q4 2017 | 21 |
HOWARD FINANCIAL SERVICES, LTD. | 20 | 20 | 0.09% | 0.66% | 3.86% | Q4 2018 | Q3 2023 | 20 |
BlackRock Inc. | 9 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.45% | 0.72% | 1.63% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2022 | 20 |
Redwood Investment Management, LLC | 20 | 20 | 0.15% | 2.23% | 5.14% | Q4 2018 | Q3 2023 | 20 |
Betterment LLC | 20 | 20 | 0.01% | 0.04% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
ALTFEST L J & CO INC | 20 | 20 | 0.13% | 0.61% | 1.76% | Q4 2018 | Q3 2023 | 20 |
Opus Capital Group, LLC | 20 | 20 | 0.26% | 1.50% | 2.42% | Q4 2018 | Q3 2023 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.17% | 0.43% | 1.58% | Q4 2018 | Q3 2023 | 20 |
American Investment Services, Inc. | 20 | 20 | 0.22% | 0.33% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.52% | 0.83% | Q4 2018 | Q3 2023 | 20 |
RITHOLTZ WEALTH MANAGEMENT | 20 | 20 | 0.19% | 0.46% | 1.99% | Q4 2018 | Q3 2023 | 20 |
Private Advisor Group, LLC | 16 | 1 | 0.00% | 0.06% | 0.14% | Q3 2014 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.05% | 0.41% | Q1 2018 | Q3 2023 | 20 |
Intelligence Driven Advisers, LLC | 20 | 20 | 0.05% | 0.49% | 1.53% | Q4 2018 | Q3 2023 | 20 |
MATHER GROUP, LLC. | 20 | 20 | 0.12% | 0.19% | 0.31% | Q4 2018 | Q3 2023 | 20 |
MANAGED ACCOUNT SERVICES INC | 20 | 20 | 0.79% | 2.28% | 5.60% | Q4 2016 | Q3 2021 | 20 |
HBK Sorce Advisory LLC | 20 | 20 | 0.03% | 0.38% | 1.10% | Q4 2018 | Q3 2023 | 20 |
SAGE FINANCIAL GROUP INC | 20 | 20 | 1.03% | 1.30% | 1.61% | Q4 2018 | Q3 2023 | 20 |
Total Wealth Planning, LLC | 20 | 20 | 0.73% | 1.58% | 2.44% | Q4 2018 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.42% | 0.59% | 0.84% | Q4 2018 | Q3 2023 | 20 |
Centerpoint Advisors, LLC | 20 | 20 | 0.12% | 1.05% | 3.40% | Q4 2018 | Q3 2023 | 20 |
ERn Financial, LLC | 20 | 20 | 0.39% | 0.96% | 1.94% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.07% | 0.15% | Q4 2013 | Q3 2018 | 20 |
Cornerstone Advisory, LLC | 20 | 20 | 0.06% | 0.25% | 0.73% | Q4 2018 | Q3 2023 | 20 |
Lutz Financial Services LLC | 20 | 20 | 0.25% | 1.34% | 2.01% | Q4 2018 | Q3 2023 | 20 |
Triangle Securities Wealth Management | 19 | 19 | 1.88% | 2.83% | 3.66% | Q1 2019 | Q3 2023 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Fortis Advisors, LLC | 19 | 19 | 0.00% | 0.03% | 0.10% | Q3 2017 | Q1 2022 | 19 |
LINCOLN NATIONAL CORP | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
WealthTrust-Arizona, LLC | 19 | 19 | 0.03% | 1.17% | 5.94% | Q2 2014 | Q4 2018 | 19 |
FIFTH THIRD BANCORP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 19 |
Beacon Pointe Advisors, LLC | 11 | 8 | 0.00% | 0.09% | 0.37% | Q4 2018 | Q3 2023 | 19 |
Financial Advisory Group | 19 | 19 | 0.68% | 2.85% | 4.42% | Q1 2019 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.23% | 0.33% | 0.39% | Q3 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Cetera Investment Advisers | 19 | 19 | 0.01% | 0.06% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Traynor Capital Management, Inc. | 19 | 19 | 0.47% | 1.23% | 1.61% | Q2 2015 | Q4 2019 | 19 |
Cetera Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.07% | Q1 2018 | Q3 2023 | 19 |
STIFEL FINANCIAL CORP | 19 | 19 | 0.00% | 0.05% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Gladstone Institutional Advisory LLC | 19 | 19 | 0.16% | 0.45% | 0.96% | Q1 2019 | Q3 2023 | 19 |
GFS Advisors, LLC | 19 | 19 | 0.14% | 0.32% | 0.57% | Q1 2019 | Q3 2023 | 19 |
DENVER INVESTMENT ADVISORS LLC | 18 | 18 | 0.01% | 0.10% | 0.23% | Q4 2013 | Q1 2018 | 18 |
Windsor Wealth Management, Inc. | 16 | 2 | 0.09% | 0.70% | 1.54% | Q1 2019 | Q3 2023 | 18 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 15 | 1 | 0.03% | 0.12% | 0.40% | Q1 2017 | Q3 2023 | 18 |
CAHILL FINANCIAL ADVISORS INC | 18 | 18 | 0.32% | 0.90% | 1.24% | Q2 2019 | Q3 2023 | 18 |
Fragasso Group Inc. | 13 | 2 | 0.04% | 0.88% | 5.26% | Q2 2018 | Q4 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
Capital Analysts, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Miracle Mile Advisors, LLC | 13 | 5 | 0.04% | 0.17% | 0.74% | Q1 2019 | Q3 2023 | 18 |
Prime Capital Investment Advisors, LLC | 18 | 18 | 0.01% | 0.14% | 0.76% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Cerity Partners LLC | 18 | 18 | 0.01% | 0.10% | 0.35% | Q2 2019 | Q3 2023 | 18 |
NorthRock Partners, LLC | 18 | 18 | 0.11% | 3.71% | 5.40% | Q2 2019 | Q3 2023 | 18 |
PINNACLE ASSOCIATES LTD | 16 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 17 |
Pinnacle Bancorp, Inc. | 15 | 1 | 0.00% | 0.16% | 0.24% | Q1 2017 | Q3 2023 | 17 |
Foresight Wealth Management, LLC | 17 | 17 | 0.02% | 0.53% | 3.12% | Q4 2018 | Q4 2022 | 17 |
BALDWIN BROTHERS LLC/MA | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 17 |
ARGI Investment Services, LLC | 17 | 17 | 0.05% | 0.33% | 1.06% | Q4 2018 | Q4 2022 | 17 |
CALTON & ASSOCIATES, INC. | 17 | 17 | 0.06% | 0.54% | 1.30% | Q2 2019 | Q2 2023 | 17 |
Clarus Wealth Advisors | 13 | 4 | 1.99% | 3.08% | 4.89% | Q1 2019 | Q2 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.01% | 0.04% | 0.16% | Q2 2018 | Q3 2023 | 17 |
Cornerstone Wealth Management, LLC | 9 | 1 | 0.00% | 0.06% | 0.10% | Q3 2018 | Q3 2023 | 17 |
Kingsview Wealth Management, LLC | 11 | 6 | 0.08% | 0.21% | 0.36% | Q2 2019 | Q3 2023 | 17 |
Connecticut Wealth Management, LLC | 10 | 7 | 0.11% | 0.29% | 0.94% | Q2 2019 | Q3 2023 | 17 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 4 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 17 |
Salomon & Ludwin, LLC | 17 | 17 | 0.01% | 0.77% | 1.12% | Q3 2019 | Q3 2023 | 17 |
Laurel Wealth Advisors LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Frontier Wealth Management LLC | 17 | 17 | 0.03% | 0.07% | 0.09% | Q4 2015 | Q4 2019 | 17 |
Dynamic Advisor Solutions LLC | 11 | 6 | 0.01% | 0.05% | 0.12% | Q3 2018 | Q2 2023 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 17 | 0.00% | 1.11% | 2.26% | Q3 2019 | Q3 2023 | 17 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 13 | 4 | 0.03% | 1.80% | 4.20% | Q4 2016 | Q4 2021 | 17 |
Faithward Advisors, LLC | 17 | 17 | 0.06% | 0.22% | 0.55% | Q3 2019 | Q3 2023 | 17 |
BerganKDV Wealth Management, LLC | 16 | 16 | 1.17% | 1.41% | 1.62% | Q3 2019 | Q2 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.04% | Q2 2019 | Q1 2023 | 16 |
Diversified Investment Strategies, LLC | 16 | 16 | 0.22% | 0.44% | 0.60% | Q4 2019 | Q3 2023 | 16 |
LPWM LLC | 16 | 16 | 0.44% | 2.44% | 3.74% | Q4 2019 | Q3 2023 | 16 |
PALLADIUM PARTNERS LLC | 16 | 16 | 0.86% | 1.07% | 1.57% | Q2 2018 | Q1 2022 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.34% | 0.52% | Q4 2019 | Q3 2023 | 16 |
Measured Wealth Private Client Group, LLC | 16 | 16 | 0.29% | 0.47% | 0.96% | Q4 2019 | Q3 2023 | 16 |
HBC Financial Services, PLLC | 16 | 16 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.09% | 0.23% | 0.80% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Stratos Wealth Partners, LTD. | 9 | 2 | 0.01% | 0.02% | 0.07% | Q3 2016 | Q2 2023 | 16 |
EWG Elevate Inc. | 16 | 16 | 0.53% | 1.02% | 1.47% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.30% | 0.56% | 1.32% | Q4 2019 | Q3 2023 | 16 |
Marotta Asset Management | 13 | 3 | 0.54% | 0.76% | 0.93% | Q4 2019 | Q4 2023 | 16 |
Morningstar Investment Services LLC | 16 | 16 | 0.06% | 0.40% | 0.65% | Q4 2019 | Q3 2023 | 16 |
WealthPLAN Partners, LLC | 6 | 5 | 0.02% | 0.30% | 0.98% | Q3 2018 | Q4 2023 | 16 |
Harborview Advisors, LLC | 16 | 16 | 1.94% | 2.63% | 3.44% | Q4 2017 | Q3 2021 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.05% | 0.11% | 0.71% | Q4 2019 | Q3 2023 | 16 |
COLONY GROUP LLC | 10 | 1 | 0.00% | 0.04% | 0.23% | Q4 2014 | Q4 2021 | 16 |
Financial Strategies Group, Inc. | 16 | 16 | 3.41% | 3.77% | 4.07% | Q4 2019 | Q3 2023 | 16 |
Red Door Wealth Management, LLC | 16 | 16 | 0.42% | 1.40% | 2.62% | Q4 2019 | Q3 2023 | 16 |
Baltimore-Washington Financial Advisors, Inc. | 16 | 16 | 0.02% | 0.04% | 0.04% | Q2 2019 | Q1 2023 | 16 |
Patten Group, Inc. | 15 | 1 | 0.00% | 0.03% | 0.04% | Q4 2014 | Q4 2018 | 16 |
Pinnacle Wealth Management Advisory Group, LLC | 16 | 16 | 0.07% | 0.32% | 0.78% | Q3 2018 | Q2 2022 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
EP Wealth Advisors, LLC | 11 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 16 |
Texas Yale Capital Corp. | 15 | 15 | 0.03% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Key FInancial Inc | 15 | 15 | 2.57% | 3.49% | 4.13% | Q1 2020 | Q3 2023 | 15 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 14 | 1 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 15 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 15 | 15 | 0.60% | 1.60% | 2.07% | Q1 2020 | Q3 2023 | 15 |
Tortoise Investment Management, LLC | 15 | 15 | 0.25% | 0.46% | 0.54% | Q1 2020 | Q3 2023 | 15 |
TOBIAS FINANCIAL ADVISORS, INC. | 8 | 7 | 0.10% | 0.20% | 0.65% | Q4 2019 | Q3 2023 | 15 |
Johanson Financial Advisors, Inc. | 15 | 15 | 0.16% | 0.24% | 0.42% | Q2 2018 | Q4 2021 | 15 |
Visionary Wealth Advisors | 15 | 15 | 0.04% | 0.22% | 0.50% | Q1 2020 | Q3 2023 | 15 |
Marble Harbor Investment Counsel, LLC | 15 | 15 | 0.04% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 15 |
PERRITT CAPITAL MANAGEMENT INC | 15 | 15 | 2.79% | 3.75% | 4.29% | Q1 2020 | Q3 2023 | 15 |
Wagner Wealth Management, LLC | 11 | 4 | 0.02% | 0.30% | 0.86% | Q4 2017 | Q2 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 2.81% | 4.05% | 4.84% | Q4 2019 | Q3 2023 | 15 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 15 | 15 | 0.21% | 0.75% | 1.53% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
BAILARD, INC. | 15 | 15 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Baird Financial Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 1.48% | 1.81% | 2.60% | Q1 2018 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.03% | 0.18% | Q2 2016 | Q4 2019 | 15 |
JPMORGAN CHASE & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 15 |
Parallel Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2020 | 15 |
ERTS Wealth Advisors, LLC | 15 | 15 | 3.87% | 5.37% | 12.50% | Q1 2020 | Q3 2023 | 15 |
Gradient Investments LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
LifePlan Financial Group, Inc | 11 | 4 | 0.05% | 0.25% | 0.51% | Q2 2013 | Q3 2020 | 15 |
Laidlaw Wealth Management LLC | 15 | 15 | 0.37% | 0.61% | 1.08% | Q4 2019 | Q2 2023 | 15 |
Janney Montgomery Scott LLC | 12 | 3 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
TFO Wealth Partners, LLC | 12 | 3 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Wellspring Financial Advisors, LLC | 15 | 15 | 0.16% | 0.59% | 1.25% | Q1 2020 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 1.02% | 3.61% | 9.20% | Q4 2019 | Q3 2023 | 15 |
Physician Wealth Advisors, Inc. | 13 | 2 | 0.05% | 0.09% | 0.15% | Q3 2019 | Q2 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12 | 2 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 14 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 13 | 1 | 0.01% | 0.24% | 0.44% | Q3 2018 | Q1 2022 | 14 |
Bedel Financial Consulting, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 14 |
Financial Advocates Investment Management | 14 | 14 | 0.04% | 0.12% | 0.30% | Q2 2020 | Q3 2023 | 14 |
Waldron Private Wealth LLC | 14 | 14 | 0.03% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Sandy Spring Bank | 11 | 3 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.07% | 0.15% | 0.40% | Q2 2020 | Q3 2023 | 14 |
Wealthcare Advisory Partners LLC | 8 | 6 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 14 |
B. Riley Wealth Advisors, Inc. | 14 | 14 | 0.03% | 0.32% | 0.41% | Q2 2013 | Q3 2016 | 14 |
Brookstone Capital Management | 6 | 2 | 0.01% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 14 |
Cascade Investment Advisors, Inc. | 13 | 1 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q1 2023 | 14 |
Sound Income Strategies, LLC | 8 | 6 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2022 | 14 |
Bartlett & Co. LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 14 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 14 |
Bell Rock Capital LLC | 13 | 1 | 0.05% | 0.11% | 0.60% | Q4 2016 | Q2 2022 | 14 |
Ausdal Financial Partners, Inc. | 13 | 1 | 0.04% | 0.14% | 1.02% | Q3 2018 | Q3 2023 | 14 |
Eldridge Investment Advisors, Inc. | 14 | 14 | 0.11% | 0.21% | 0.40% | Q2 2020 | Q3 2023 | 14 |
Goelzer Investment Management, Inc. | 14 | 14 | 2.37% | 4.50% | 5.20% | Q2 2020 | Q3 2023 | 14 |
CGN Advisors LLC | 13 | 13 | 0.07% | 0.33% | 0.91% | Q4 2020 | Q4 2023 | 13 |
Armor Investment Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 13 |
NewEdge Advisors, LLC | 6 | 3 | 0.00% | 0.05% | 0.12% | Q1 2018 | Q3 2023 | 13 |
PDS Planning, Inc | 13 | 13 | 0.09% | 0.92% | 1.61% | Q4 2017 | Q4 2020 | 13 |
M&T BANK CORP | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 13 |
Allworth Financial LP | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 13 |
Horan Securities, Inc. | 7 | 2 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q2 2023 | 13 |
First Allied Advisory Services, Inc. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2020 | 13 |
Indie Asset Partners, LLC | 13 | 13 | 1.78% | 2.56% | 4.41% | Q3 2020 | Q3 2023 | 13 |
FRONTIER INVESTMENT MGMT CO | 10 | 3 | 0.05% | 0.07% | 0.11% | Q2 2014 | Q2 2020 | 13 |
TIAA, FSB | 13 | 13 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q2 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Invst, LLC | 13 | 13 | 1.02% | 5.01% | 10.83% | Q2 2017 | Q2 2020 | 13 |
INSPIRION WEALTH ADVISORS, LLC | 13 | 13 | 0.28% | 0.38% | 0.50% | Q3 2020 | Q3 2023 | 13 |
KINGS POINT CAPITAL MANAGEMENT | 12 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2020 | 13 |
Robertson Stephens Wealth Management, LLC | 13 | 13 | 0.02% | 0.05% | 0.12% | Q3 2020 | Q3 2023 | 13 |
SHEETS SMITH WEALTH MANAGEMENT | 12 | 1 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 13 |
BlueSky Wealth Advisors, LLC | 13 | 13 | 0.42% | 0.73% | 1.43% | Q4 2016 | Q4 2019 | 13 |
Regal Investment Advisors LLC | 11 | 1 | 0.04% | 0.10% | 0.39% | Q2 2015 | Q2 2022 | 13 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.09% | 0.15% | 0.24% | Q4 2020 | Q3 2023 | 12 |
ASSET PLANNING CORPORATION | 12 | 12 | 0.82% | 1.08% | 1.44% | Q4 2020 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 7 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.06% | 0.25% | 0.37% | Q1 2020 | Q4 2022 | 12 |
Financial Advisors Network, Inc. | 11 | 1 | 0.22% | 0.27% | 0.34% | Q2 2020 | Q3 2023 | 12 |
RPG Investment Advisory, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Facet Wealth, Inc. | 12 | 12 | 0.03% | 0.27% | 0.71% | Q4 2020 | Q3 2023 | 12 |
Capital Advisory Group Advisory Services, LLC | 12 | 12 | 0.00% | 0.06% | 0.12% | Q1 2018 | Q4 2020 | 12 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 0.25% | 0.33% | 0.48% | Q4 2020 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.04% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
ROCKY MOUNTAIN ADVISERS, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q2 2020 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.04% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 12 |
MARIETTA INVESTMENT PARTNERS LLC | 12 | 12 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.03% | 0.08% | 0.12% | Q4 2018 | Q3 2021 | 12 |
Strid Group, LLC | 11 | 1 | 0.57% | 5.29% | 8.54% | Q4 2016 | Q4 2019 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Resonant Capital Advisors, LLC | 12 | 12 | 0.64% | 0.92% | 1.21% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.17% | 1.08% | 2.09% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 1.05% | 1.28% | 1.51% | Q4 2020 | Q3 2023 | 12 |
Global Trust Asset Management, LLC | 12 | 12 | 0.02% | 0.12% | 0.34% | Q4 2020 | Q3 2023 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 1.40% | 1.74% | 2.19% | Q4 2020 | Q3 2023 | 12 |
CENTRAL TRUST Co | 9 | 1 | 0.00% | 0.03% | 0.16% | Q2 2017 | Q3 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 2.40% | 2.66% | 2.98% | Q4 2020 | Q3 2023 | 12 |
ECLECTIC ASSOCIATES INC /ADV | 12 | 12 | 0.62% | 1.12% | 1.55% | Q4 2020 | Q3 2023 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 0.15% | 0.18% | 0.31% | Q4 2020 | Q3 2023 | 12 |
MADDEN SECURITIES Corp | 11 | 1 | 0.02% | 0.47% | 0.64% | Q4 2019 | Q4 2022 | 12 |
Northern Capital Management, Inc. | 12 | 12 | 2.81% | 5.19% | 6.25% | Q4 2020 | Q3 2023 | 12 |
PSI Advisors, LLC | 11 | 1 | 0.10% | 0.29% | 0.74% | Q4 2019 | Q3 2023 | 12 |
Whitegate Investment Counselors, Inc. | 12 | 12 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q3 2021 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 5 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 12 |
Sutton Wealth Advisors Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2018 | 12 |
KWB Wealth | 12 | 12 | 2.47% | 4.02% | 8.39% | Q4 2020 | Q3 2023 | 12 |
WealthShield Partners, LLC | 7 | 1 | 0.00% | 0.44% | 0.82% | Q4 2017 | Q3 2023 | 12 |
Provident Wealth Management, LLC | 9 | 2 | 0.01% | 1.90% | 2.59% | Q2 2020 | Q3 2023 | 11 |
SAX WEALTH ADVISORS, LLC | 11 | 11 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Sage Mountain Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Clark Capital Management Group, Inc. | 4 | 3 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 11 |
Valmark Advisers, Inc. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.05% | 0.13% | Q1 2021 | Q3 2023 | 11 |
TIEMANN INVESTMENT ADVISORS, LLC | 7 | 4 | 0.09% | 0.15% | 0.21% | Q2 2019 | Q2 2022 | 11 |
FIRST MANHATTAN CO. LLC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
American Financial Advisors, LLC | 11 | 11 | 0.10% | 3.49% | 6.46% | Q1 2021 | Q3 2023 | 11 |
Pure Financial Advisors, LLC | 6 | 1 | 0.03% | 0.06% | 0.08% | Q1 2017 | Q2 2022 | 11 |
Bison Wealth, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2022 | 11 |
Old Port Advisors | 10 | 1 | 0.10% | 0.32% | 0.50% | Q2 2018 | Q1 2021 | 11 |
First Heartland Consultants, Inc. | 9 | 2 | 0.06% | 0.25% | 0.83% | Q4 2017 | Q3 2021 | 11 |
Navalign, LLC | 11 | 11 | 0.62% | 0.94% | 1.62% | Q1 2021 | Q3 2023 | 11 |
VALLEY WEALTH MANAGERS, INC. | 11 | 11 | 0.03% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 11 |
IFG Advisory, LLC | 10 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Hamilton Capital, LLC | 11 | 11 | 0.06% | 3.20% | 6.70% | Q1 2021 | Q3 2023 | 11 |
Bangor Savings Bank | 11 | 11 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 11 |
BENJAMIN EDWARDS INC | 11 | 11 | 0.12% | 0.55% | 1.10% | Q2 2020 | Q4 2022 | 11 |
HSBC HOLDINGS PLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
WT Wealth Management | 11 | 11 | 0.10% | 0.18% | 0.25% | Q3 2019 | Q1 2022 | 11 |
Hilltop Holdings Inc. | 11 | 11 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
MERITAGE PORTFOLIO MANAGEMENT | 11 | 11 | 0.02% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Truvestments Capital LLC | 5 | 2 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q4 2022 | 10 |
Braun-Bostich & Associates Inc. | 6 | 4 | 1.22% | 1.36% | 1.70% | Q4 2020 | Q2 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Permanens Capital L.P. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2021 | 10 |
EATON VANCE MANAGEMENT | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
EMFO, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
55I, LLC | 10 | 10 | 0.01% | 0.05% | 0.07% | Q2 2020 | Q3 2022 | 10 |
Advisory Alpha, LLC | 4 | 1 | 0.00% | 1.79% | 5.09% | Q3 2016 | Q3 2020 | 10 |
PRINCIPAL FINANCIAL GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
Paradigm, Strategies in Wealth Management, LLC | 6 | 4 | 0.13% | 0.20% | 0.25% | Q1 2021 | Q3 2023 | 10 |
Keystone Financial Group | 8 | 2 | 0.05% | 0.28% | 1.13% | Q1 2021 | Q3 2023 | 10 |
Atlas Private Wealth Management, LLC | 10 | 10 | 0.28% | 0.32% | 0.37% | Q4 2019 | Q1 2022 | 10 |
Oakwell Private Wealth Management, LLC | 6 | 4 | 0.12% | 0.41% | 0.76% | Q4 2020 | Q3 2023 | 10 |
Gilbert & Cook, Inc. | 10 | 10 | 0.07% | 0.12% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Liberty Capital Management, Inc. | 10 | 10 | 0.36% | 0.41% | 0.44% | Q2 2021 | Q3 2023 | 10 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 4 | 0.00% | 0.35% | 2.47% | Q4 2016 | Q3 2019 | 10 |
Western Wealth Management, LLC | 8 | 2 | 0.03% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 10 |
Squar Milner Financial Services LLC | 10 | 10 | 0.26% | 0.51% | 0.86% | Q1 2018 | Q2 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Burns Matteson Capital Management, LLC | 10 | 10 | 0.16% | 0.19% | 0.26% | Q1 2021 | Q2 2023 | 10 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
RESTON WEALTH MANAGEMENT LLC | 10 | 10 | 3.64% | 4.63% | 6.04% | Q2 2021 | Q3 2023 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 1.29% | 1.42% | 1.62% | Q2 2021 | Q3 2023 | 10 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 10 | 10 | 0.65% | 1.32% | 1.68% | Q4 2017 | Q1 2020 | 10 |
MOTIVE WEALTH ADVISORS | 10 | 10 | 0.23% | 0.39% | 0.54% | Q2 2021 | Q3 2023 | 10 |
Acorn Wealth Advisors, LLC | 9 | 9 | 0.10% | 0.27% | 0.54% | Q4 2017 | Q4 2019 | 9 |
Summit Financial, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Argent Trust Co | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Broadview Financial Management, LLC | 4 | 1 | 0.17% | 0.20% | 0.25% | Q4 2017 | Q2 2020 | 9 |
Starfire Investment Advisers, Inc. | 9 | 9 | 0.27% | 0.41% | 0.68% | Q2 2018 | Q2 2020 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Pacifica Partners Inc. | 9 | 9 | 0.10% | 0.14% | 0.18% | Q4 2021 | Q4 2023 | 9 |
Allen Capital Group, LLC | 9 | 9 | 0.08% | 0.27% | 0.66% | Q4 2017 | Q4 2019 | 9 |
Transform Wealth, LLC | 5 | 4 | 0.54% | 0.95% | 1.22% | Q2 2016 | Q3 2018 | 9 |
Vista Private Wealth Partners. LLC | 6 | 3 | 0.14% | 0.17% | 0.21% | Q3 2017 | Q4 2019 | 9 |
Pinnacle Family Advisors, LLC | 4 | 2 | 0.44% | 1.00% | 1.60% | Q4 2016 | Q4 2022 | 9 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
BRIGGS ADVISORY GROUP, INC. | 8 | 8 | 9.68% | 12.48% | 16.21% | Q4 2021 | Q3 2023 | 8 |
Accredited Investors Inc. | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
SWMG, LLC | 4 | 4 | 0.14% | 0.36% | 0.50% | Q2 2021 | Q2 2023 | 8 |
Ten Capital Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q2 2022 | 8 |
Montz Harcus Wealth Management LLC | 8 | 8 | 0.22% | 0.31% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 2.86% | 3.93% | 4.88% | Q4 2021 | Q3 2023 | 8 |
Atria Investments, Inc | 4 | 1 | 0.02% | 0.05% | 0.11% | Q4 2016 | Q4 2022 | 8 |
Resource Management, LLC | 8 | 8 | 1.85% | 5.50% | 7.16% | Q1 2020 | Q4 2021 | 8 |
ROBERTS GLORE & CO INC /IL/ | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Red Tortoise LLC | 4 | 4 | 0.42% | 0.47% | 0.55% | Q3 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.19% | 0.33% | 0.56% | Q4 2021 | Q3 2023 | 8 |
E&G Advisors, LP | 8 | 8 | 0.12% | 0.37% | 0.46% | Q2 2018 | Q1 2020 | 8 |
ROYCE & ASSOCIATES LP | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 5.47% | 6.10% | 6.77% | Q4 2021 | Q3 2023 | 8 |
VALICENTI ADVISORY SERVICES INC | 8 | 8 | 0.12% | 0.59% | 1.42% | Q1 2018 | Q4 2019 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.05% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Center for Financial Planning, Inc. | 8 | 8 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
PRW Wealth Management LLC | 3 | 2 | 0.10% | 3.33% | 7.38% | Q4 2020 | Q2 2023 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.04% | 0.10% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.28% | 0.33% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Good Life Advisors, LLC | 7 | 1 | 0.09% | 0.23% | 0.54% | Q2 2021 | Q3 2023 | 8 |
Barden Capital Management, Inc. | 8 | 8 | 1.69% | 1.95% | 2.11% | Q4 2021 | Q3 2023 | 8 |
Addison Capital Co | 8 | 8 | 0.12% | 0.13% | 0.15% | Q1 2021 | Q4 2022 | 8 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Armbruster Capital Management, Inc. | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
FOSTER DYKEMA CABOT & CO INC/MA | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 8 |
Surevest, LLC | 5 | 3 | 0.01% | 0.28% | 0.58% | Q4 2018 | Q2 2022 | 8 |
Advance Capital Management, Inc. | 8 | 8 | 0.05% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 4.31% | 4.53% | 4.91% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.13% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 5.12% | 5.62% | 6.50% | Q4 2021 | Q3 2023 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.42% | 0.43% | 0.43% | Q4 2021 | Q3 2023 | 8 |
G2 CAPITAL MANAGEMENT, LLC / OH | 8 | 8 | 0.28% | 0.33% | 0.36% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
First International Bank & Trust | 8 | 8 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Waypoint Capital Advisors, LLC | 8 | 8 | 0.12% | 0.17% | 0.30% | Q4 2021 | Q3 2023 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 1.64% | 3.33% | 4.58% | Q4 2021 | Q3 2023 | 8 |
LTG Capital LLC | 8 | 8 | 1.12% | 1.56% | 4.14% | Q4 2021 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 2.13% | 2.39% | 2.61% | Q4 2021 | Q3 2023 | 8 |
Meridian Wealth Management, LLC | 6 | 2 | 0.02% | 0.08% | 0.24% | Q3 2017 | Q3 2023 | 8 |
DENVER WEALTH MANAGEMENT, INC. | 6 | 1 | 2.92% | 4.30% | 6.05% | Q1 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.13% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.18% | 0.24% | 0.42% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bill Few Associates, Inc. | 8 | 8 | 0.25% | 0.29% | 0.34% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Avant Capital LLC | 8 | 8 | 0.27% | 0.33% | 0.36% | Q4 2021 | Q3 2023 | 8 |
AE Wealth Management LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
Laraway Financial Advisors Inc | 7 | 7 | 1.36% | 1.43% | 1.51% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q1 2021 | 7 |
Bridgeworth, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Financial Futures Ltd Liability Co. | 7 | 7 | 0.56% | 1.30% | 3.55% | Q1 2022 | Q3 2023 | 7 |
Apeiron RIA LLC | 5 | 2 | 0.16% | 0.25% | 0.36% | Q4 2021 | Q3 2023 | 7 |
Avion Wealth | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
Ledge Wealth Management, Inc. | 7 | 7 | 2.74% | 3.25% | 3.92% | Q1 2022 | Q3 2023 | 7 |
Vickerman Investment Advisors, Inc. | 4 | 3 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q2 2023 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q4 2015 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 0.60% | 0.67% | 0.75% | Q4 2021 | Q3 2023 | 7 |
Royal Fund Management, LLC | 7 | 7 | 0.01% | 0.40% | 1.60% | Q4 2017 | Q2 2019 | 7 |
COMERICA BANK | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 7 |
Rockwood Wealth Management, LLC | 7 | 7 | 0.05% | 0.12% | 0.24% | Q4 2021 | Q2 2023 | 7 |
J.W. COLE ADVISORS, INC. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.03% | 0.04% | 0.07% | Q2 2019 | Q1 2021 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.12% | 1.49% | 2.00% | Q2 2022 | Q3 2023 | 7 |
Diversified, LLC | 7 | 7 | 1.50% | 1.77% | 2.08% | Q1 2022 | Q3 2023 | 7 |
Parkside Financial Bank & Trust | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2023 | 7 |
Lucia Wealth Services, LLC | 4 | 3 | 0.17% | 0.41% | 1.47% | Q4 2017 | Q3 2020 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 1.16% | 1.44% | 1.62% | Q2 2020 | Q4 2021 | 7 |
361 CAPITAL LLC | 7 | 7 | 0.05% | 0.07% | 0.10% | Q2 2018 | Q4 2019 | 7 |
Qube Research & Technologies Ltd | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
EVERMAY WEALTH MANAGEMENT LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Homrich & Berg | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 7 |
Covington Capital Management | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Belpointe Asset Management LLC | 4 | 1 | 0.00% | 0.09% | 0.17% | Q3 2018 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 7 |
Coastwise Capital Group, LLC | 7 | 7 | 0.40% | 0.48% | 0.58% | Q1 2022 | Q3 2023 | 7 |
Narus Financial Partners, LLC | 7 | 7 | 0.12% | 0.14% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Financial Guidance Group, Inc. | 7 | 7 | 3.69% | 3.84% | 4.19% | Q1 2022 | Q3 2023 | 7 |
Family Legacy, Inc. | 7 | 7 | 0.38% | 0.47% | 0.68% | Q1 2021 | Q3 2022 | 7 |
Seaside Wealth Management, Inc. | 6 | 6 | 0.27% | 4.24% | 6.49% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
WFG Advisors, LP | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2017 | 6 |
Winslow, Evans & Crocker, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 6 |
NorthCrest Asset Manangement, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
FORVIS Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 6 |
Firestone Capital Management | 6 | 6 | 0.13% | 0.25% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2015 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.27% | 0.38% | 0.48% | Q2 2022 | Q3 2023 | 6 |
JONES FINANCIAL COMPANIES LLLP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Csenge Advisory Group | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Jackson Creek Investment Advisors LLC | 6 | 6 | 0.07% | 0.10% | 0.11% | Q3 2020 | Q4 2021 | 6 |
Taylor & Morgan Wealth Management, LLC | 6 | 6 | 1.00% | 1.12% | 1.21% | Q2 2022 | Q3 2023 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
M&R CAPITAL MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 6 |
V Wealth Advisors LLC | 3 | 3 | 0.04% | 0.25% | 0.50% | Q3 2021 | Q2 2023 | 6 |
Continuum Advisory, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Ackerman Capital Advisors, LLC | 6 | 6 | 0.14% | 0.21% | 0.37% | Q2 2022 | Q3 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.05% | 0.05% | 0.07% | Q2 2013 | Q3 2014 | 6 |
Ballentine Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
OneDigital Investment Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q2 2019 | 6 |
CORNERCAP INVESTMENT COUNSEL INC | 5 | 1 | 0.17% | 0.24% | 0.29% | Q3 2020 | Q1 2022 | 6 |
CM WEALTH ADVISORS LLC | 6 | 6 | 0.34% | 0.76% | 1.07% | Q2 2022 | Q3 2023 | 6 |
Tradition Wealth Management, LLC | 6 | 6 | 1.11% | 1.33% | 1.62% | Q4 2020 | Q1 2022 | 6 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2022 | 6 |
SUNTRUST BANKS INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Lansing Street Advisors | 6 | 6 | 0.04% | 0.12% | 0.32% | Q1 2022 | Q2 2023 | 6 |
Arete Wealth Advisors, LLC | 4 | 2 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q2 2023 | 6 |
MTM Investment Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Trilogy Capital Inc. | 6 | 6 | 1.39% | 1.49% | 1.61% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
First City Capital Management, Inc. | 3 | 1 | 0.05% | 0.06% | 0.07% | Q1 2014 | Q1 2016 | 6 |
Ledyard National Bank | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2018 | 6 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Highland Financial Advisors, LLC | 6 | 6 | 0.18% | 0.24% | 0.32% | Q2 2022 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.01% | 0.06% | 0.12% | Q1 2021 | Q1 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Founders Financial Alliance, LLC | 3 | 1 | 0.01% | 0.13% | 0.26% | Q2 2021 | Q3 2023 | 6 |
American Trust | 6 | 6 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 6 |
WILLNER & HELLER, LLC | 5 | 5 | 0.36% | 0.37% | 0.39% | Q4 2021 | Q4 2022 | 5 |
Towerpoint Wealth, LLC | 4 | 1 | 0.02% | 0.12% | 0.16% | Q3 2019 | Q3 2023 | 5 |
Mokosak Advisory Group, LLC | 5 | 5 | 3.59% | 3.78% | 3.94% | Q4 2018 | Q4 2019 | 5 |
Realta Investment Advisors | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
PRING TURNER CAPITAL GROUP INC | 5 | 5 | 3.13% | 3.42% | 3.57% | Q3 2016 | Q3 2017 | 5 |
Jacobi Capital Management LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HOWE & RUSLING INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
NATIXIS | 5 | 5 | 0.04% | 0.05% | 0.07% | Q2 2017 | Q2 2018 | 5 |
Tower View Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Bogart Wealth, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
OAK HARBOR WEALTH PARTNERS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 5 |
H&H Retirement Design & Management INC | 5 | 5 | 1.27% | 1.42% | 1.59% | Q4 2021 | Q4 2022 | 5 |
Arlington Partners LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
QUEST CAPITAL MANAGEMENT INC /ADV | 5 | 5 | 0.14% | 0.60% | 1.36% | Q4 2018 | Q4 2019 | 5 |
BCS Wealth Management | 3 | 1 | 0.08% | 0.12% | 0.20% | Q4 2019 | Q4 2021 | 5 |
Capital Wealth Planning, LLC | 4 | 1 | 0.03% | 0.05% | 0.08% | Q2 2017 | Q1 2020 | 5 |
Winfield Associates, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 1 | 0.01% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 5 |
Compass Financial Group, Inc. | 5 | 5 | 1.11% | 1.14% | 1.20% | Q4 2018 | Q4 2019 | 5 |
Bernardo Wealth Planning LLC | 5 | 5 | 0.27% | 0.31% | 0.34% | Q4 2018 | Q4 2019 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Goodwin Investment Advisory | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.03% | 0.06% | 0.09% | Q4 2021 | Q4 2022 | 5 |
Sequoia Financial Advisors, LLC | 3 | 2 | 0.04% | 0.59% | 1.36% | Q3 2014 | Q1 2017 | 5 |
Financial Management Professionals, Inc. | 4 | 1 | 0.00% | 4.45% | 22.23% | Q1 2017 | Q2 2021 | 5 |
CONSILIO WEALTH ADVISORS, LLC | 5 | 5 | 0.20% | 0.49% | 1.16% | Q3 2022 | Q3 2023 | 5 |
Capstone Triton Financial Group, LLC | 5 | 5 | 0.08% | 0.18% | 0.43% | Q4 2020 | Q4 2021 | 5 |
Merriman Wealth Management, LLC | 3 | 2 | 0.08% | 0.19% | 0.37% | Q2 2019 | Q3 2022 | 5 |
TSFG, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 5 |
TCG Advisors, LP | 5 | 5 | 0.18% | 0.36% | 0.61% | Q4 2018 | Q4 2019 | 5 |
BROWN ADVISORY INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Compass Ion Advisors, LLC | 5 | 5 | 1.48% | 4.91% | 6.11% | Q3 2022 | Q3 2023 | 5 |
LBMC INVESTMENT ADVISORS, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.04% | 0.07% | Q3 2021 | Q3 2022 | 5 |
AlphaStar Capital Management, LLC | 5 | 5 | 0.42% | 0.89% | 1.69% | Q1 2018 | Q1 2019 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
PARK AVENUE SECURITIES LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
JD Financial Services Inc. | 5 | 5 | 0.28% | 0.32% | 0.41% | Q4 2020 | Q4 2021 | 5 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.24% | 0.31% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Smart Money Group LLC | 4 | 4 | 0.21% | 0.23% | 0.24% | Q1 2018 | Q4 2018 | 4 |
ProVise Management Group, LLC | 3 | 1 | 0.11% | 0.19% | 0.26% | Q3 2016 | Q3 2018 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.34% | 0.88% | 1.40% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.19% | 0.22% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Concorde Asset Management, LLC | 4 | 4 | 0.50% | 0.53% | 0.56% | Q3 2018 | Q2 2019 | 4 |
COURIER CAPITAL LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 1.13% | 1.20% | 1.30% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Palo Capital, Inc. | 4 | 4 | 0.31% | 0.36% | 0.40% | Q1 2018 | Q4 2018 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 1.44% | 1.58% | 1.89% | Q4 2021 | Q3 2022 | 4 |
RDA Financial Network | 4 | 4 | 0.12% | 0.13% | 0.14% | Q1 2019 | Q4 2019 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q4 2022 | 4 |
626 Financial, LLC | 4 | 4 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Allianz Asset Management GmbH | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.64% | 0.83% | 0.96% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
StoneX Group Inc. | 4 | 4 | 0.11% | 0.15% | 0.21% | Q1 2021 | Q4 2021 | 4 |
Westside Investment Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WHITTIER TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
FirstPurpose Wealth LLC | 4 | 4 | 0.14% | 0.15% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Shone Asset Management LLC | 4 | 4 | 0.48% | 0.51% | 0.56% | Q1 2020 | Q4 2020 | 4 |
NBT BANK N A /NY | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q2 2020 | 4 |
New Hampshire Trust | 4 | 4 | 4.95% | 5.02% | 5.06% | Q4 2022 | Q3 2023 | 4 |
CreativeOne Wealth, LLC | 4 | 4 | 0.02% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
TCI Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 4 |
Canal Capital Management, LLC | 4 | 4 | 0.16% | 0.18% | 0.19% | Q1 2017 | Q4 2017 | 4 |
Meredith Wealth Planning | 4 | 4 | 1.20% | 1.33% | 1.49% | Q4 2022 | Q3 2023 | 4 |
CAPITAL WEALTH MANAGEMENT, LLC | 3 | 1 | 0.15% | 0.20% | 0.25% | Q3 2021 | Q4 2022 | 4 |
Pinkerton Retirement Specialists, LLC | 4 | 4 | 0.03% | 0.99% | 2.67% | Q4 2017 | Q3 2018 | 4 |
Koshinski Asset Management, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Azimuth Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Guidant Wealth Advisors | 4 | 4 | 0.24% | 0.25% | 0.27% | Q4 2018 | Q3 2019 | 4 |
HRT FINANCIAL LP | 2 | 2 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 1.97% | 2.00% | 2.04% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 3.58% | 3.73% | 3.84% | Q4 2022 | Q3 2023 | 4 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.13% | 0.16% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.04% | 0.12% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Castle Rock Wealth Management, LLC | 4 | 4 | 0.18% | 0.22% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Truvvo Partners LLC | 4 | 4 | 1.04% | 1.15% | 1.30% | Q2 2017 | Q1 2018 | 4 |
FINANCIAL CONSULATE, INC | 4 | 4 | 0.24% | 0.28% | 0.32% | Q4 2014 | Q3 2015 | 4 |
Crescent Sterling, Ltd. | 4 | 4 | 0.37% | 0.40% | 0.42% | Q4 2022 | Q3 2023 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.19% | 0.28% | 0.38% | Q4 2022 | Q3 2023 | 4 |
TMFS HOLDINGS LLC | 4 | 4 | 3.86% | 9.37% | 12.02% | Q3 2015 | Q2 2016 | 4 |
DERBY & COMPANY, INC | 4 | 4 | 2.51% | 2.70% | 2.92% | Q3 2019 | Q2 2020 | 4 |
Orion Portfolio Solutions, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 4 |
Pacific Edge Advisors, LLC | 4 | 4 | 0.15% | 0.24% | 0.32% | Q4 2017 | Q3 2018 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q3 2021 | 4 |
Capital Asset Advisory Services LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.15% | 0.54% | Q3 2018 | Q2 2019 | 4 |
MACRO Consulting Group | 4 | 4 | 0.15% | 0.17% | 0.18% | Q3 2020 | Q2 2021 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.34% | 0.35% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
PREMIER ASSET MANAGEMENT LLC | 3 | 3 | 0.06% | 0.08% | 0.14% | Q1 2017 | Q3 2017 | 3 |
Ritter Daniher Financial Advisory LLC / DE | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
First Horizon Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 3 |
Lauer Wealth, LLC | 3 | 3 | 2.46% | 2.53% | 2.62% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.16% | 0.46% | Q3 2017 | Q2 2021 | 3 |
Anson Capital, Inc. | 3 | 3 | 0.99% | 2.08% | 2.76% | Q1 2023 | Q3 2023 | 3 |
CIBC WORLD MARKET INC. | 3 | 3 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
RGT Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.05% | 1.05% | 1.82% | Q1 2018 | Q3 2018 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q4 2020 | Q2 2021 | 3 |
Sullivan, Bruyette, Speros & Blaney, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Allegis Investment Advisors, LLC | 2 | 1 | 0.00% | 1.23% | 2.04% | Q4 2015 | Q1 2018 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.10% | 0.25% | Q1 2021 | Q4 2021 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Stevard, LLC | 3 | 3 | 1.16% | 1.43% | 1.90% | Q4 2019 | Q2 2020 | 3 |
TWO SIGMA ADVISERS, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pendal Group Ltd | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q3 2019 | 3 |
First Capital Advisors Group, LLC. | 2 | 1 | 0.00% | 0.16% | 0.28% | Q1 2017 | Q2 2023 | 3 |
North Star Investment Management Corp. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
EverSource Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
HATTON CONSULTING, INC. | 3 | 3 | 0.78% | 1.19% | 1.48% | Q1 2021 | Q3 2021 | 3 |
Haverford Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Ground Swell Capital, LLC | 2 | 1 | 0.07% | 0.96% | 2.68% | Q2 2014 | Q3 2021 | 3 |
Gradient Capital Advisors, LLC | 3 | 3 | 0.22% | 0.23% | 0.24% | Q1 2018 | Q3 2018 | 3 |
MAI Capital Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Lindbrook Capital, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 3 |
Laurel Wealth Advisors, Inc. | 2 | 1 | 0.02% | 0.37% | 1.00% | Q2 2020 | Q1 2022 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.01% | 0.06% | 0.15% | Q4 2021 | Q2 2022 | 3 |
Graves Light Lenhart Wealth, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.15% | 0.18% | Q1 2022 | Q2 2023 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 3 |
Certified Advisory Corp | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Pinion Investment Advisors, LLC | 3 | 3 | 0.48% | 0.52% | 0.56% | Q3 2021 | Q1 2022 | 3 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cherry Creek Investment Advisors, Inc. | 3 | 3 | 0.18% | 0.19% | 0.19% | Q2 2021 | Q4 2021 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Transamerica Financial Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 3 |
Cable Hill Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 3 |
Cahill Wealth Management, LLC | 3 | 3 | 0.41% | 0.48% | 0.52% | Q1 2022 | Q3 2022 | 3 |
Burt Wealth Advisors | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q1 2017 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 3 |
SII INVESTMENTS INC/WI | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2017 | 3 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Capstone Financial Group, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 3 |
tru Independence LLC | 1 | 1 | 0.06% | 0.41% | 0.95% | Q4 2019 | Q1 2021 | 3 |
FinTrust Capital Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Virtue Capital Management, LLC | 2 | 1 | 0.00% | 1.56% | 4.66% | Q4 2017 | Q4 2019 | 3 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q2 2023 | 3 |
BKS ADVISORS, LLC | 3 | 3 | 1.37% | 2.43% | 3.12% | Q3 2018 | Q1 2019 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.08% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 3 |
JFS WEALTH ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
TrinityPoint Wealth, LLC | 3 | 3 | 0.04% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 3 |
FREEDOM WEALTH ALLIANCE, LLC | 3 | 3 | 0.29% | 0.30% | 0.32% | Q4 2022 | Q2 2023 | 3 |
BCGM Wealth Management, LLC | 2 | 1 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 3 |
PFG Private Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Apella Capital, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.18% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 1.23% | 1.76% | 2.76% | Q1 2023 | Q3 2023 | 3 |
ACAS, LLC | 2 | 1 | 0.25% | 0.28% | 0.30% | Q1 2022 | Q3 2023 | 3 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.08% | 2.46% | 4.55% | Q3 2019 | Q2 2021 | 3 |
Moloney Securities Asset Management, LLC | 2 | 1 | 0.05% | 0.19% | 0.47% | Q1 2019 | Q1 2023 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Landmark Wealth Management, LLC | 2 | 1 | 0.10% | 0.16% | 0.23% | Q1 2022 | Q3 2023 | 3 |
Argentus Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2016 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.63% | 0.68% | 0.74% | Q1 2023 | Q3 2023 | 3 |
TRUEWEALTH LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2020 | 3 |
Perigon Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 3 |
Michael S. Ryan, Inc. | 3 | 3 | 9.90% | 10.53% | 10.85% | Q2 2023 | Q4 2023 | 3 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 1 | 0.02% | 0.08% | 0.22% | Q4 2018 | Q3 2021 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.36% | 0.43% | 0.55% | Q4 2019 | Q2 2020 | 3 |
Ford Financial Group, LLC | 3 | 3 | 5.66% | 8.06% | 12.70% | Q3 2022 | Q1 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 3 |
Private Ocean, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Advisor OS, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2022 | 3 |
Chessman Wealth Strategies RIA | 2 | 1 | 4.82% | 6.38% | 9.27% | Q4 2017 | Q3 2018 | 3 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 3 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
D. SCOTT NEAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Parcion Private Wealth LLC | 2 | 2 | 0.02% | 0.13% | 0.23% | Q1 2022 | Q2 2022 | 2 |
Per Stirling Capital Management, LLC. | 2 | 2 | 0.93% | 1.03% | 1.14% | Q4 2022 | Q1 2023 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2015 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Paulson Wealth Management Inc. | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Litman Gregory Wealth Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Dean, Jacobson Financial Services, LLC | 1 | 1 | 18.74% | 19.91% | 21.09% | Q4 2021 | Q3 2023 | 2 |
Invesco Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Accel Wealth Management | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
TWO SIGMA INVESTMENTS, LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 2 |
LIBRA WEALTH LLC | 2 | 2 | 0.22% | 0.24% | 0.27% | Q4 2021 | Q1 2022 | 2 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.65% | 0.69% | 0.74% | Q4 2020 | Q1 2021 | 2 |
AWM CAPITAL, LLC | 2 | 2 | 0.25% | 0.25% | 0.26% | Q3 2021 | Q4 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Systelligence, LLC | 2 | 2 | 0.80% | 0.87% | 0.94% | Q4 2019 | Q1 2020 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Signify Wealth | 1 | 1 | 6.08% | 6.16% | 6.25% | Q4 2020 | Q2 2021 | 2 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Wall Capital Group, Inc. | 2 | 2 | 0.18% | 0.28% | 0.38% | Q3 2022 | Q4 2022 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.16% | 0.20% | 0.23% | Q1 2022 | Q1 2023 | 2 |
Orin Green Financial, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2021 | Q3 2021 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.01% | 0.88% | 1.76% | Q1 2022 | Q2 2022 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 2 | 2 | 0.16% | 0.21% | 0.26% | Q3 2018 | Q4 2018 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Barber Financial Group, Inc. | 1 | 1 | 4.26% | 4.75% | 5.24% | Q1 2018 | Q3 2018 | 2 |
Sentinus, LLC | 2 | 2 | 0.21% | 0.21% | 0.22% | Q1 2023 | Q2 2023 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.28% | 0.51% | 0.74% | Q1 2014 | Q4 2015 | 2 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.64% | 0.78% | 0.92% | Q2 2021 | Q1 2022 | 2 |
TECTONIC ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q4 2018 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2022 | 2 |
FIRST TRUST ADVISORS LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
STRINGER ASSET MANAGEMENT, LLC | 2 | 2 | 0.98% | 1.04% | 1.10% | Q1 2022 | Q2 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Moser Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Snowden Capital Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q4 2018 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.06% | 0.09% | 0.11% | Q4 2018 | Q1 2019 | 2 |
Mission Creek Capital Partners, Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Walleye Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Northeast Financial Group, Inc. | 2 | 2 | 0.74% | 0.74% | 0.75% | Q4 2022 | Q1 2023 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 2 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2021 | 2 |
Efficient Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Carnick & Kubik, LLC | 2 | 2 | 0.29% | 0.34% | 0.39% | Q4 2013 | Q1 2014 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.32% | 0.33% | 0.33% | Q2 2023 | Q3 2023 | 2 |
TEXAS PERMANENT SCHOOL FUND CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Hanlon Investment Management, Inc. | 2 | 2 | 0.52% | 0.57% | 0.61% | Q3 2019 | Q4 2019 | 2 |
SCHRODERS IS Ltd | 2 | 2 | 3.97% | 4.15% | 4.33% | Q1 2019 | Q2 2019 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
JFG Wealth Management, LLC | 1 | 1 | 0.00% | 0.37% | 0.74% | Q4 2018 | Q3 2020 | 2 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2020 | 2 |
My Personal CFO, LLC | 1 | 1 | 0.09% | 0.14% | 0.19% | Q4 2021 | Q4 2022 | 2 |
Keebeck Wealth Management, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 2 |
Trexquant Investment LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Vise Technologies, Inc. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Werba Rubin Papier Wealth Management | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Slow Capital, Inc. | 2 | 2 | 0.17% | 0.20% | 0.22% | Q2 2021 | Q3 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
IMS Capital Management | 2 | 2 | 0.31% | 0.32% | 0.32% | Q3 2013 | Q4 2013 | 2 |
USAdvisors Wealth Management, LLC | 2 | 2 | 0.52% | 0.63% | 0.74% | Q2 2018 | Q3 2018 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
MATRIX PRIVATE CAPITAL GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q4 2021 | 2 |
Pathway Financial Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 2 | 2 | 1.69% | 2.33% | 2.98% | Q2 2023 | Q3 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q3 2017 | 2 |
Flagship Private Wealth, LLC | 1 | 1 | 0.00% | 0.10% | 0.21% | Q2 2021 | Q4 2021 | 2 |
GSB Wealth Management, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q1 2022 | 2 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Vontobel Holding Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Copperwynd Financial, LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q1 2018 | Q1 2018 | 1 |
Plan Group Financial, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2022 | Q2 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
S.A. Mason LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Carter Financial Group, INC. | 1 | 1 | 8.15% | 8.15% | 8.15% | Q1 2022 | Q1 2022 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Spectrum Wealth Advisory Group, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q1 2020 | Q1 2020 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CMC Financial Group | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2020 | Q4 2020 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2021 | Q1 2021 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Pettinga Financial Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2022 | Q2 2022 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2022 | Q2 2022 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
RMR Wealth Builders | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2018 | Q3 2018 | 1 |
BMS Financial Advisors, LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q2 2023 | Q2 2023 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Berger Financial Group, Inc | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2020 | Q4 2020 | 1 |
Mirador Capital Partners LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WealthStone, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
GREENUP STREET WEALTH MANAGEMENT LLC | 1 | 1 | 1.83% | 1.83% | 1.83% | Q2 2022 | Q2 2022 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Integrated Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2018 | Q4 2018 | 1 |
PFG Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Rinkey Investments | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2021 | Q3 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FIRST COMMUNITY TRUST NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Granite Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
ALPS ADVISORS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 2.69% | 2.69% | 2.69% | Q3 2019 | Q3 2019 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tatro Capital, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2020 | Q3 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2018 | Q1 2018 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Bridge Advisory, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
LVZ, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
Beaumont Capital Management, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2021 | Q1 2021 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Brightworth | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
Bowman & Co S.C. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2022 | Q3 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 2.50% | 2.50% | 2.50% | Q4 2019 | Q4 2019 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CX Institutional | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Leisure Capital Management | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2018 | Q4 2018 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
3EDGE Asset Management, LP | 1 | 1 | 17.59% | 17.59% | 17.59% | Q3 2018 | Q3 2018 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 1.85% | 1.85% | 1.85% | Q3 2023 | Q3 2023 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q2 2021 | Q2 2021 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2018 | Q3 2018 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ferris Capital, LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q2 2021 | Q2 2021 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2019 | Q2 2019 | 1 |
CORDA Investment Management, LLC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2017 | Q3 2017 | 1 |
Johnson Financial Group, LLC | 1 | 1 | 3.70% | 3.70% | 3.70% | Q4 2018 | Q4 2018 | 1 |
Cordant, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Element Wealth, LLC | 1 | 1 | 2.83% | 2.83% | 2.83% | Q4 2019 | Q4 2019 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.