Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 67 |
THRIVENT FINANCIAL FOR LUTHERANS | 38 | 38 | 0.00% | 0.03% | 0.16% | Q2 2014 | Q3 2023 | 47 |
Citadel Advisors | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 46 |
Cutler Group LLC / CA | 17 | 17 | 0.00% | 0.01% | 0.07% | Q3 2019 | Q3 2023 | 45 |
Freedom Investment Management, Inc. | 43 | 43 | 0.09% | 0.39% | 0.89% | Q1 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 43 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.09% | 0.30% | 0.96% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
GOLDMAN SACHS GROUP INC | 23 | 4 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
PRIVATE TRUST CO NA | 41 | 41 | 0.01% | 0.21% | 0.53% | Q3 2013 | Q3 2023 | 41 |
LBMC INVESTMENT ADVISORS, LLC | 25 | 16 | 0.04% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 41 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 40 |
ARROW FINANCIAL CORP | 38 | 38 | 0.01% | 0.11% | 0.20% | Q2 2014 | Q3 2023 | 38 |
Capital Directions Investment Advisors, LLC | 20 | 7 | 21.64% | 26.94% | 33.25% | Q2 2013 | Q4 2022 | 37 |
HUNTINGTON NATIONAL BANK | 36 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 37 |
SIGNATUREFD, LLC | 23 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 37 |
CITIGROUP INC | 34 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.02% | 0.12% | 0.31% | Q4 2014 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 25 | 4 | 0.00% | 0.19% | 0.61% | Q4 2013 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Ameritas Investment Partners, Inc. | 35 | 35 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q3 2023 | 35 |
US BANCORP \DE\ | 34 | 34 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.02% | 0.10% | 0.25% | Q3 2015 | Q3 2023 | 33 |
Ausdal Financial Partners, Inc. | 32 | 32 | 0.09% | 0.25% | 0.52% | Q4 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.19% | 0.58% | Q4 2015 | Q3 2023 | 31 |
FIFTH THIRD BANCORP | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Lido Advisors, LLC | 31 | 31 | 0.01% | 0.26% | 1.26% | Q1 2016 | Q3 2023 | 31 |
Bank of New York Mellon Corp | 31 | 31 | 0.00% | 0.00% | 0.03% | Q1 2016 | Q3 2023 | 31 |
PATHSTONE FAMILY OFFICE, LLC | 14 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 30 |
BlackRock Inc. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 30 |
Transform Wealth, LLC | 25 | 4 | 0.33% | 0.89% | 2.41% | Q2 2016 | Q3 2023 | 29 |
Private Advisor Group, LLC | 28 | 1 | 0.01% | 0.29% | 1.31% | Q3 2014 | Q3 2023 | 29 |
STIFEL FINANCIAL CORP | 28 | 28 | 0.00% | 0.06% | 0.27% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.11% | 0.91% | 4.95% | Q4 2016 | Q3 2023 | 28 |
Advisory Services Network, LLC | 22 | 3 | 0.00% | 0.03% | 0.13% | Q1 2016 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 28 |
COLONY GROUP LLC | 19 | 9 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 28 |
AlphaMark Advisors, LLC | 25 | 2 | 0.03% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 27 |
Atria Investments, Inc | 20 | 2 | 0.02% | 0.14% | 0.64% | Q4 2015 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 27 |
Plante Moran Financial Advisors, LLC | 27 | 27 | 0.08% | 0.18% | 0.28% | Q1 2017 | Q3 2023 | 27 |
FIRST NATIONAL TRUST CO | 27 | 27 | 0.20% | 1.69% | 2.52% | Q1 2017 | Q3 2023 | 27 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 6 | 0.00% | 0.13% | 0.46% | Q1 2014 | Q3 2023 | 26 |
ASSETMARK, INC | 22 | 1 | 0.00% | 0.12% | 0.72% | Q2 2014 | Q3 2023 | 26 |
Marietta Wealth Management, LLC | 26 | 26 | 0.38% | 0.49% | 0.61% | Q2 2017 | Q3 2023 | 26 |
JPMORGAN CHASE & CO | 20 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 26 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 26 | 26 | 0.00% | 0.15% | 0.96% | Q3 2013 | Q4 2019 | 26 |
Janney Montgomery Scott LLC | 26 | 26 | 0.00% | 0.14% | 0.35% | Q2 2017 | Q3 2023 | 26 |
GenWealth Group, Inc. | 26 | 26 | 0.14% | 1.14% | 2.11% | Q2 2017 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
IHT Wealth Management, LLC | 26 | 26 | 0.01% | 1.15% | 2.78% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.10% | 0.22% | Q2 2017 | Q3 2023 | 26 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.21% | 0.60% | 0.96% | Q1 2017 | Q3 2023 | 26 |
Jackson, Grant Investment Advisers, Inc. | 25 | 25 | 0.07% | 0.26% | 0.39% | Q3 2017 | Q3 2023 | 25 |
Jacobi Capital Management LLC | 25 | 25 | 0.00% | 0.05% | 0.82% | Q3 2017 | Q3 2023 | 25 |
Cetera Advisors LLC | 24 | 1 | 0.01% | 0.06% | 0.14% | Q4 2015 | Q3 2023 | 25 |
Moloney Securities Asset Management, LLC | 25 | 25 | 0.11% | 0.79% | 1.35% | Q3 2017 | Q3 2023 | 25 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 25 | 25 | 0.00% | 0.23% | 0.44% | Q3 2017 | Q3 2023 | 25 |
Iowa State Bank | 25 | 25 | 0.46% | 0.76% | 1.03% | Q3 2017 | Q3 2023 | 25 |
AMERICAN INTERNATIONAL GROUP, INC. | 21 | 4 | 0.00% | 0.07% | 0.16% | Q2 2015 | Q3 2023 | 25 |
Cetera Advisor Networks LLC | 25 | 25 | 0.01% | 0.15% | 0.52% | Q3 2017 | Q3 2023 | 25 |
SYNOVUS FINANCIAL CORP | 23 | 2 | 0.00% | 0.29% | 1.34% | Q1 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.11% | 0.17% | 0.22% | Q4 2017 | Q3 2023 | 24 |
OARSMAN CAPITAL, INC. | 24 | 24 | 1.69% | 3.26% | 5.61% | Q4 2017 | Q3 2023 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.24% | 0.29% | 0.36% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.02% | 0.18% | 0.70% | Q4 2017 | Q3 2023 | 24 |
Sigma Planning Corp | 18 | 1 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 24 |
SIGNET FINANCIAL MANAGEMENT, LLC | 24 | 24 | 0.23% | 2.93% | 7.60% | Q4 2017 | Q3 2023 | 24 |
OneDigital Investment Advisors LLC | 20 | 1 | 0.00% | 0.06% | 0.16% | Q2 2017 | Q3 2023 | 24 |
CHURCHILL MANAGEMENT Corp | 24 | 24 | 0.01% | 0.11% | 0.63% | Q4 2017 | Q3 2023 | 24 |
Capital Investment Advisory Services, LLC | 24 | 24 | 0.06% | 0.21% | 0.38% | Q4 2017 | Q3 2023 | 24 |
LINCOLN NATIONAL CORP | 24 | 24 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.04% | 0.35% | 1.08% | Q4 2017 | Q3 2023 | 24 |
First Heartland Consultants, Inc. | 24 | 24 | 0.16% | 1.99% | 6.10% | Q4 2017 | Q3 2023 | 24 |
RFG Advisory, LLC | 24 | 24 | 0.77% | 5.05% | 8.14% | Q4 2017 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.01% | 0.24% | 0.72% | Q4 2017 | Q3 2023 | 24 |
AlphaStar Capital Management, LLC | 24 | 24 | 0.55% | 5.37% | 9.71% | Q4 2017 | Q3 2023 | 24 |
First Horizon Advisors, Inc. | 10 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 24 |
OLD SECOND NATIONAL BANK OF AURORA | 24 | 24 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 24 | 24 | 0.01% | 0.04% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Mariner, LLC | 23 | 1 | 0.00% | 0.04% | 0.12% | Q3 2016 | Q3 2023 | 24 |
Sunbelt Securities, Inc. | 24 | 24 | 0.02% | 0.17% | 0.39% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.05% | 0.27% | 0.88% | Q4 2017 | Q3 2023 | 24 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 0.50% | 2.34% | 4.51% | Q4 2017 | Q3 2023 | 24 |
NOTTINGHAM ADVISORS, INC. | 24 | 24 | 0.10% | 4.13% | 5.86% | Q4 2017 | Q3 2023 | 24 |
Cornerstone Wealth Management, LLC | 11 | 1 | 0.07% | 0.38% | 0.76% | Q1 2016 | Q3 2023 | 24 |
PFG Advisors | 24 | 24 | 0.05% | 0.12% | 0.30% | Q4 2017 | Q3 2023 | 24 |
Advisory Alpha, LLC | 22 | 22 | 0.00% | 7.99% | 14.27% | Q2 2018 | Q3 2023 | 24 |
GIRARD PARTNERS LTD. | 24 | 24 | 0.36% | 0.84% | 1.28% | Q4 2017 | Q3 2023 | 24 |
Community Bank, N.A. | 23 | 23 | 0.06% | 0.12% | 0.25% | Q1 2018 | Q3 2023 | 23 |
WRAPMANAGER INC | 23 | 23 | 2.16% | 2.81% | 3.58% | Q1 2018 | Q3 2023 | 23 |
Baird Financial Group, Inc. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
FOUNDERS FINANCIAL SECURITIES LLC | 23 | 23 | 1.14% | 5.01% | 10.03% | Q1 2018 | Q3 2023 | 23 |
ACG Wealth | 23 | 23 | 0.04% | 0.06% | 0.08% | Q1 2017 | Q3 2022 | 23 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 23 |
Arete Wealth Advisors, LLC | 23 | 23 | 0.09% | 0.26% | 0.56% | Q1 2018 | Q3 2023 | 23 |
WealthShield Partners, LLC | 16 | 7 | 0.00% | 0.18% | 0.40% | Q4 2017 | Q3 2023 | 23 |
Focused Wealth Management, Inc | 23 | 23 | 8.84% | 12.21% | 14.64% | Q1 2018 | Q3 2023 | 23 |
Valmark Advisers, Inc. | 23 | 23 | 1.50% | 4.74% | 5.98% | Q1 2018 | Q3 2023 | 23 |
Capital Advisory Group Advisory Services, LLC | 23 | 23 | 0.26% | 1.10% | 2.73% | Q1 2018 | Q3 2023 | 23 |
Financial Planning & Information Services, Inc. | 23 | 23 | 0.83% | 7.03% | 9.64% | Q1 2018 | Q3 2023 | 23 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 23 | 23 | 0.01% | 0.15% | 0.62% | Q1 2018 | Q3 2023 | 23 |
Winch Advisory Services, LLC | 23 | 23 | 0.00% | 0.22% | 2.54% | Q1 2018 | Q3 2023 | 23 |
INSPIRION WEALTH ADVISORS, LLC | 23 | 23 | 4.06% | 7.69% | 10.94% | Q1 2018 | Q3 2023 | 23 |
FRANKLIN RESOURCES INC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
JNBA Financial Advisors | 20 | 1 | 0.01% | 1.66% | 3.11% | Q3 2016 | Q3 2023 | 23 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.03% | 0.15% | Q4 2013 | Q3 2023 | 22 |
Fernwood Investment Management, LLC | 22 | 22 | 0.18% | 0.44% | 0.57% | Q2 2018 | Q3 2023 | 22 |
Mutual Advisors, LLC | 22 | 22 | 0.05% | 0.28% | 0.91% | Q2 2018 | Q3 2023 | 22 |
Pure Financial Advisors, LLC | 22 | 22 | 0.02% | 0.06% | 0.12% | Q3 2018 | Q4 2023 | 22 |
Horizon Investments, LLC | 11 | 11 | 2.64% | 5.84% | 11.55% | Q1 2018 | Q3 2023 | 22 |
MONETA GROUP INVESTMENT ADVISORS LLC | 22 | 22 | 0.02% | 0.14% | 0.60% | Q2 2018 | Q3 2023 | 22 |
FINANCIAL CONSULATE, INC | 15 | 7 | 0.08% | 3.54% | 8.91% | Q1 2018 | Q3 2023 | 22 |
Invesco Ltd. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Good Life Advisors, LLC | 22 | 22 | 0.16% | 0.65% | 1.26% | Q2 2018 | Q3 2023 | 22 |
CALTON & ASSOCIATES, INC. | 19 | 1 | 0.04% | 0.23% | 3.00% | Q4 2017 | Q3 2023 | 22 |
Snowden Capital Advisors LLC | 14 | 8 | 0.08% | 0.43% | 0.78% | Q1 2018 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 22 | 22 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 22 |
PFS INVESTMENTS INC. | 22 | 22 | 1.00% | 2.78% | 6.18% | Q1 2018 | Q2 2023 | 22 |
Probity Advisors, Inc. | 12 | 2 | 0.32% | 1.23% | 1.45% | Q4 2017 | Q3 2023 | 22 |
Avior Wealth Management, LLC | 22 | 22 | 0.16% | 0.37% | 0.85% | Q2 2018 | Q3 2023 | 22 |
Occidental Asset Management, LLC | 22 | 22 | 0.12% | 1.31% | 1.96% | Q2 2018 | Q3 2023 | 22 |
BURNEY CO/ | 22 | 22 | 0.02% | 0.18% | 0.26% | Q2 2018 | Q3 2023 | 22 |
Wealthcare Advisory Partners LLC | 22 | 22 | 0.05% | 0.21% | 0.54% | Q2 2018 | Q3 2023 | 22 |
Private Ocean, LLC | 9 | 3 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 21 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 21 | 21 | 0.01% | 0.03% | 0.09% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.09% | 0.15% | Q3 2018 | Q3 2023 | 21 |
Raab & Moskowitz Asset Management LLC | 21 | 21 | 0.05% | 0.59% | 0.86% | Q3 2018 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 21 |
Starfire Investment Advisers, Inc. | 11 | 10 | 2.94% | 3.30% | 3.94% | Q1 2015 | Q2 2020 | 21 |
Simplicity Solutions, LLC | 21 | 21 | 0.03% | 0.27% | 0.82% | Q3 2018 | Q3 2023 | 21 |
AE Wealth Management LLC | 21 | 21 | 0.05% | 0.52% | 0.84% | Q3 2018 | Q3 2023 | 21 |
Allworth Financial LP | 21 | 21 | 1.44% | 2.84% | 6.14% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.17% | 0.49% | Q2 2018 | Q3 2023 | 21 |
Baltimore-Washington Financial Advisors, Inc. | 21 | 21 | 0.09% | 0.54% | 1.44% | Q3 2018 | Q3 2023 | 21 |
Brinker Capital Investments, LLC | 11 | 4 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q4 2022 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 21 | 0.00% | 0.05% | 0.20% | Q3 2018 | Q3 2023 | 21 |
NEXT Financial Group, Inc | 14 | 2 | 0.01% | 0.10% | 0.26% | Q3 2014 | Q4 2021 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 21 |
Parsec Financial Management, Inc. | 21 | 21 | 0.02% | 0.16% | 0.27% | Q1 2018 | Q1 2023 | 21 |
Cypress Capital Management LLC (WY) | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 21 |
WALLER FINANCIAL PLANNING GROUP, INC | 21 | 21 | 1.22% | 2.16% | 3.44% | Q4 2018 | Q4 2023 | 21 |
CENTAURUS FINANCIAL, INC. | 12 | 1 | 0.00% | 0.10% | 0.35% | Q2 2018 | Q3 2023 | 20 |
Towerpoint Wealth, LLC | 20 | 20 | 0.32% | 0.76% | 1.74% | Q4 2018 | Q3 2023 | 20 |
ERn Financial, LLC | 20 | 20 | 2.40% | 4.22% | 6.66% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.01% | 0.72% | 2.41% | Q1 2018 | Q3 2023 | 20 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 1.93% | 2.89% | 5.06% | Q4 2018 | Q3 2023 | 20 |
Carnegie Capital Asset Management, LLC | 20 | 20 | 0.35% | 0.41% | 0.51% | Q4 2018 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 15 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
Texas Yale Capital Corp. | 20 | 20 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
TPG Financial Advisors, LLC | 20 | 20 | 5.86% | 7.16% | 9.88% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.09% | 0.24% | Q4 2018 | Q3 2023 | 20 |
Edmonds Duncan Registered Investment Advisors, LLC | 20 | 20 | 0.10% | 4.78% | 7.20% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.03% | 0.11% | Q4 2018 | Q3 2023 | 20 |
V Wealth Advisors LLC | 16 | 4 | 0.16% | 0.23% | 0.46% | Q1 2016 | Q2 2023 | 20 |
Centerpoint Advisors, LLC | 20 | 20 | 0.35% | 2.05% | 6.24% | Q4 2018 | Q3 2023 | 20 |
Executive Wealth Management, LLC | 20 | 20 | 0.02% | 1.93% | 3.60% | Q4 2018 | Q3 2023 | 20 |
Brio Consultants, LLC | 20 | 20 | 0.10% | 1.07% | 4.40% | Q4 2018 | Q3 2023 | 20 |
Alpha Cubed Investments, LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Continuum Advisory, LLC | 20 | 20 | 0.26% | 0.53% | 1.12% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.06% | 0.33% | Q4 2018 | Q3 2023 | 20 |
Ford Financial Group, LLC | 18 | 2 | 6.40% | 11.79% | 16.26% | Q4 2017 | Q1 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.21% | 0.48% | Q4 2017 | Q3 2022 | 20 |
Patriot Financial Group Insurance Agency, LLC | 20 | 20 | 0.01% | 0.75% | 1.86% | Q4 2018 | Q3 2023 | 20 |
COURIER CAPITAL LLC | 19 | 1 | 0.03% | 1.17% | 1.70% | Q3 2018 | Q3 2023 | 20 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 9.24% | 13.70% | 17.41% | Q1 2019 | Q3 2023 | 19 |
Ballast, Inc. | 19 | 19 | 0.11% | 0.73% | 2.05% | Q1 2019 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.12% | 0.16% | 0.28% | Q1 2019 | Q3 2023 | 19 |
Global Retirement Partners, LLC | 12 | 7 | 0.00% | 0.20% | 0.50% | Q4 2018 | Q3 2023 | 19 |
Capital Analysts, LLC | 18 | 1 | 0.01% | 0.36% | 1.53% | Q4 2018 | Q3 2023 | 19 |
B. Riley Wealth Advisors, Inc. | 10 | 1 | 0.00% | 0.19% | 0.57% | Q2 2014 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Marquette Asset Management, LLC | 19 | 19 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Rehmann Capital Advisory Group | 15 | 4 | 0.00% | 0.15% | 0.35% | Q3 2018 | Q3 2023 | 19 |
Front Row Advisors LLC | 19 | 19 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q3 2023 | 19 |
D.A. DAVIDSON & CO. | 19 | 19 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2023 | 19 |
Money Design Co.,Ltd. | 14 | 5 | 0.00% | 2.08% | 3.85% | Q4 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.27% | 1.18% | Q1 2019 | Q3 2023 | 19 |
Valtinson Bruner Financial Planning LLC | 14 | 5 | 0.14% | 1.75% | 4.03% | Q4 2018 | Q3 2023 | 19 |
MITCHELL SINKLER & STARR/PA | 18 | 1 | 0.24% | 0.85% | 1.80% | Q3 2018 | Q2 2023 | 19 |
Measured Wealth Private Client Group, LLC | 18 | 1 | 0.00% | 12.29% | 17.08% | Q3 2018 | Q3 2023 | 19 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 0.18% | 0.26% | 0.40% | Q1 2019 | Q3 2023 | 19 |
Altium Wealth Management LLC | 19 | 19 | 1.30% | 2.51% | 3.85% | Q4 2017 | Q2 2022 | 19 |
Cooper Financial Group | 17 | 1 | 0.18% | 0.95% | 1.81% | Q4 2018 | Q3 2023 | 18 |
CCG WEALTH MANAGEMENT, LLC | 18 | 18 | 0.20% | 5.07% | 10.15% | Q2 2019 | Q3 2023 | 18 |
NICOLET BANKSHARES INC | 17 | 1 | 0.10% | 5.46% | 8.10% | Q1 2018 | Q3 2023 | 18 |
Wambolt & Associates, LLC | 18 | 18 | 0.18% | 0.61% | 1.06% | Q2 2019 | Q3 2023 | 18 |
Dynamic Advisor Solutions LLC | 18 | 18 | 0.01% | 0.06% | 0.11% | Q4 2018 | Q1 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2022 | 18 |
Diligent Investors, LLC | 18 | 18 | 2.08% | 3.83% | 4.78% | Q2 2019 | Q3 2023 | 18 |
Investors Research Corp | 18 | 18 | 0.08% | 0.93% | 1.98% | Q2 2019 | Q3 2023 | 18 |
OLD NATIONAL BANCORP /IN/ | 18 | 18 | 0.04% | 1.62% | 2.01% | Q2 2019 | Q3 2023 | 18 |
OPPENHEIMER ASSET MANAGEMENT INC. | 18 | 18 | 0.00% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Regal Investment Advisors LLC | 10 | 1 | 0.08% | 0.22% | 0.78% | Q3 2018 | Q3 2023 | 18 |
Parallel Advisors, LLC | 17 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
NorthRock Partners, LLC | 18 | 18 | 0.09% | 5.24% | 7.01% | Q2 2019 | Q3 2023 | 18 |
JANICZEK WEALTH MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Meridian Wealth Management, LLC | 18 | 18 | 0.07% | 0.53% | 1.90% | Q2 2019 | Q3 2023 | 18 |
Doyle Wealth Management | 18 | 18 | 0.04% | 0.65% | 1.56% | Q2 2018 | Q3 2022 | 18 |
Lantz Financial LLC | 18 | 18 | 0.28% | 0.85% | 1.56% | Q2 2019 | Q3 2023 | 18 |
LexAurum Advisors, LLC | 18 | 18 | 0.19% | 0.65% | 1.20% | Q2 2019 | Q3 2023 | 18 |
Cerity Partners LLC | 18 | 18 | 0.00% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
REILLY FINANCIAL ADVISORS, LLC | 17 | 1 | 0.01% | 0.08% | 0.12% | Q3 2013 | Q4 2021 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.08% | 0.12% | Q2 2013 | Q3 2017 | 18 |
Koshinski Asset Management, Inc. | 16 | 1 | 0.04% | 0.23% | 0.40% | Q3 2018 | Q3 2023 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 16 | 2 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 18 |
SEI INVESTMENTS CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 17 |
StrategIQ Financial Group, LLC | 17 | 17 | 0.23% | 0.96% | 1.35% | Q3 2019 | Q3 2023 | 17 |
CONDOR CAPITAL MANAGEMENT | 17 | 17 | 0.03% | 0.13% | 0.26% | Q1 2018 | Q1 2022 | 17 |
RETIREMENT INCOME SOLUTIONS, INC | 17 | 17 | 0.16% | 1.52% | 2.70% | Q3 2019 | Q3 2023 | 17 |
Providence Wealth Advisors, LLC | 17 | 17 | 0.52% | 2.38% | 3.18% | Q1 2019 | Q1 2023 | 17 |
FIRST NATIONAL CORP /MA/ /ADV | 14 | 3 | 0.05% | 0.15% | 0.49% | Q1 2019 | Q3 2023 | 17 |
Financial Engines Advisors L.L.C. | 17 | 17 | 0.00% | 1.79% | 3.46% | Q3 2019 | Q3 2023 | 17 |
USCA RIA LLC | 17 | 17 | 0.04% | 0.43% | 1.09% | Q2 2017 | Q2 2021 | 17 |
Global Strategic Investment Solutions, LLC | 17 | 17 | 0.12% | 0.38% | 0.61% | Q3 2019 | Q3 2023 | 17 |
Foresight Wealth Management, LLC | 17 | 17 | 0.20% | 5.50% | 14.61% | Q4 2018 | Q4 2022 | 17 |
Cedar Brook Financial Partners, LLC | 10 | 3 | 0.06% | 0.32% | 0.92% | Q4 2018 | Q3 2023 | 17 |
Lowe Wealth Advisors, LLC | 17 | 17 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2023 | 17 |
IPG Investment Advisors LLC | 10 | 7 | 0.05% | 0.11% | 0.17% | Q4 2018 | Q3 2023 | 17 |
Mosaic Family Wealth, LLC | 17 | 17 | 0.01% | 0.26% | 0.48% | Q4 2017 | Q4 2021 | 17 |
Salomon & Ludwin, LLC | 17 | 17 | 0.03% | 0.13% | 0.21% | Q3 2019 | Q3 2023 | 17 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 12 | 5 | 0.10% | 0.91% | 3.49% | Q2 2019 | Q3 2023 | 17 |
One Capital Management, LLC | 10 | 1 | 0.01% | 0.76% | 3.19% | Q3 2014 | Q3 2023 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2019 | 17 |
Cetera Investment Advisers | 17 | 17 | 0.02% | 0.12% | 0.33% | Q3 2019 | Q3 2023 | 17 |
HBW ADVISORY SERVICES LLC | 17 | 17 | 0.25% | 0.37% | 0.58% | Q3 2019 | Q3 2023 | 17 |
RESTON WEALTH MANAGEMENT LLC | 17 | 17 | 12.54% | 15.81% | 20.26% | Q3 2019 | Q3 2023 | 17 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.32% | 1.53% | 3.56% | Q2 2019 | Q3 2023 | 16 |
MANAGED ACCOUNT SERVICES INC | 16 | 16 | 0.30% | 2.80% | 5.56% | Q4 2017 | Q3 2021 | 16 |
FIRST NATIONAL BANK OF OMAHA | 16 | 16 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.46% | 2.48% | 4.39% | Q4 2019 | Q3 2023 | 16 |
PFG Private Wealth Management, LLC | 16 | 16 | 2.82% | 6.63% | 11.52% | Q4 2019 | Q3 2023 | 16 |
DUNCKER STREETT & CO INC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SII INVESTMENTS INC/WI | 8 | 1 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2017 | 16 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 1 | 0.03% | 0.07% | 0.22% | Q4 2013 | Q3 2021 | 16 |
People's United Financial, Inc. | 15 | 1 | 0.01% | 0.50% | 1.16% | Q4 2017 | Q1 2022 | 16 |
Connecticut Wealth Management, LLC | 11 | 1 | 1.35% | 3.48% | 5.51% | Q2 2019 | Q3 2023 | 16 |
Permanens Capital L.P. | 13 | 1 | 0.03% | 1.11% | 4.32% | Q1 2019 | Q3 2023 | 16 |
STEPHENS INC /AR/ | 14 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Beacon Pointe Advisors, LLC | 14 | 2 | 0.01% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 16 |
Gradient Investments LLC | 13 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 1.25% | 2.50% | 4.13% | Q4 2019 | Q3 2023 | 16 |
Savant Capital, LLC | 16 | 16 | 0.01% | 0.23% | 1.21% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.03% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Affinity Capital Advisors, LLC | 16 | 16 | 1.40% | 3.59% | 7.94% | Q4 2019 | Q3 2023 | 16 |
Ayalon Insurance Comp Ltd. | 16 | 16 | 0.00% | 0.29% | 0.52% | Q4 2019 | Q3 2023 | 16 |
NORTHERN TRUST CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 1.26% | 3.58% | Q4 2019 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.21% | 0.91% | 3.26% | Q4 2019 | Q3 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 1.14% | 1.40% | 2.03% | Q4 2019 | Q3 2023 | 16 |
Balentine LLC | 14 | 2 | 0.00% | 2.31% | 5.56% | Q4 2018 | Q3 2023 | 16 |
Clarus Wealth Advisors | 16 | 16 | 2.11% | 7.67% | 13.09% | Q1 2019 | Q4 2022 | 16 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 16 | 16 | 0.33% | 0.84% | 1.78% | Q4 2019 | Q3 2023 | 16 |
Bridgeworth, LLC | 15 | 1 | 0.02% | 3.43% | 12.40% | Q2 2018 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.92% | 1.34% | 1.75% | Q4 2019 | Q3 2023 | 16 |
TCI Wealth Advisors, Inc. | 15 | 1 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q1 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.16% | 0.24% | 0.35% | Q4 2019 | Q3 2023 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Fusion Capital, LLC | 16 | 16 | 0.16% | 0.22% | 0.32% | Q4 2019 | Q3 2023 | 16 |
IndexIQ Advisors LLC | 16 | 16 | 0.00% | 0.05% | 0.12% | Q1 2018 | Q4 2021 | 16 |
McKinley Carter Wealth Services, Inc. | 12 | 4 | 0.02% | 0.05% | 0.11% | Q3 2019 | Q3 2023 | 16 |
Fiduciary Group LLC | 16 | 16 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
NewEdge Advisors, LLC | 16 | 16 | 0.02% | 0.26% | 0.66% | Q4 2019 | Q3 2023 | 16 |
Certified Advisory Corp | 11 | 5 | 0.06% | 0.18% | 0.37% | Q2 2019 | Q3 2023 | 16 |
Truvestments Capital LLC | 6 | 1 | 0.02% | 0.06% | 0.17% | Q3 2018 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 16 | 0.34% | 0.63% | 1.02% | Q4 2018 | Q3 2022 | 16 |
Linscomb & Williams, Inc. | 16 | 16 | 0.02% | 0.04% | 0.16% | Q4 2019 | Q3 2023 | 16 |
TRUEFG, LLC | 16 | 16 | 11.74% | 12.61% | 13.20% | Q4 2019 | Q3 2023 | 16 |
John W. Brooker & Co., CPAs | 16 | 16 | 0.15% | 0.28% | 0.54% | Q4 2019 | Q3 2023 | 16 |
Merit Financial Group, LLC | 16 | 16 | 0.02% | 0.61% | 1.10% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.28% | 0.66% | 1.28% | Q1 2020 | Q3 2023 | 15 |
BT Wealth Management LLC | 15 | 15 | 0.13% | 0.26% | 0.32% | Q4 2018 | Q2 2022 | 15 |
Voya Financial Advisors, Inc. | 8 | 2 | 0.03% | 0.19% | 0.53% | Q3 2017 | Q4 2021 | 15 |
Key FInancial Inc | 15 | 15 | 0.17% | 0.96% | 1.70% | Q1 2020 | Q3 2023 | 15 |
M&T BANK CORP | 15 | 15 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
GREAT VALLEY ADVISOR GROUP, INC. | 15 | 15 | 0.17% | 0.87% | 1.21% | Q1 2020 | Q3 2023 | 15 |
STATE STREET CORP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.30% | 1.35% | Q2 2016 | Q4 2019 | 15 |
CX Institutional | 15 | 15 | 0.06% | 0.22% | 0.74% | Q1 2020 | Q3 2023 | 15 |
Teamwork Financial Advisors, LLC | 15 | 15 | 0.05% | 0.09% | 0.18% | Q1 2020 | Q3 2023 | 15 |
WealthPLAN Partners, LLC | 9 | 1 | 0.03% | 0.17% | 0.54% | Q1 2017 | Q4 2023 | 15 |
DOHJ, LLC | 14 | 1 | 0.10% | 0.15% | 0.18% | Q4 2019 | Q3 2023 | 15 |
Sequent Asset Management, LLC | 14 | 1 | 0.28% | 2.45% | 5.76% | Q4 2019 | Q3 2023 | 15 |
TOBIAS FINANCIAL ADVISORS, INC. | 8 | 7 | 0.38% | 1.33% | 2.49% | Q4 2019 | Q3 2023 | 15 |
Advisors Capital Management, LLC | 15 | 15 | 0.02% | 0.08% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Arkfeld Wealth Strategies, L.L.C. | 15 | 15 | 0.51% | 0.60% | 0.68% | Q1 2020 | Q3 2023 | 15 |
SHINE INVESTMENT ADVISORY SERVICES INC | 15 | 15 | 0.11% | 0.12% | 0.15% | Q1 2017 | Q3 2020 | 15 |
Wallington Asset Management, LLC | 13 | 2 | 0.05% | 0.08% | 0.12% | Q3 2019 | Q3 2023 | 15 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.09% | 0.21% | 0.37% | Q1 2020 | Q3 2023 | 15 |
Sowell Financial Services LLC | 10 | 5 | 0.00% | 0.09% | 0.28% | Q3 2019 | Q3 2023 | 15 |
Abbot Financial Management, Inc. | 14 | 1 | 0.13% | 0.16% | 0.18% | Q4 2019 | Q3 2023 | 15 |
CITIZENS FINANCIAL GROUP INC/RI | 15 | 15 | 0.03% | 0.13% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Stratos Wealth Advisors, LLC | 15 | 15 | 0.03% | 0.11% | 0.34% | Q1 2020 | Q3 2023 | 15 |
Clearwater Capital Advisors, LLC | 15 | 15 | 0.08% | 0.17% | 0.38% | Q2 2016 | Q4 2019 | 15 |
Clark Capital Management Group, Inc. | 9 | 1 | 0.01% | 1.82% | 3.55% | Q1 2018 | Q3 2023 | 15 |
RIVERSEDGE ADVISORS, LLC | 15 | 15 | 6.39% | 8.06% | 10.00% | Q1 2020 | Q3 2023 | 15 |
Homrich & Berg | 15 | 15 | 0.03% | 1.64% | 3.65% | Q1 2018 | Q3 2021 | 15 |
WADE G W & INC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Alera Investment Advisors, LLC | 15 | 15 | 1.30% | 5.73% | 7.74% | Q1 2020 | Q3 2023 | 15 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 9 | 2 | 0.04% | 1.02% | 1.52% | Q3 2019 | Q3 2023 | 15 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2018 | 15 |
First Allied Advisory Services, Inc. | 7 | 1 | 0.00% | 0.08% | 0.19% | Q2 2014 | Q3 2020 | 15 |
SONATA CAPITAL GROUP INC | 15 | 15 | 0.11% | 0.13% | 0.29% | Q1 2020 | Q3 2023 | 15 |
ATTICUS WEALTH MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.48% | 2.38% | Q4 2019 | Q3 2023 | 15 |
Tradewinds Capital Management, LLC | 14 | 1 | 0.00% | 2.32% | 9.66% | Q4 2019 | Q3 2023 | 15 |
NewSquare Capital LLC | 15 | 15 | 0.30% | 0.60% | 1.02% | Q1 2020 | Q3 2023 | 15 |
Ackerman Capital Advisors, LLC | 15 | 15 | 4.22% | 8.63% | 13.63% | Q1 2020 | Q3 2023 | 15 |
Visionary Wealth Advisors | 15 | 15 | 0.04% | 0.11% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Larson Financial Group LLC | 15 | 15 | 0.00% | 0.22% | 0.97% | Q1 2020 | Q3 2023 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 6 | 0.09% | 0.69% | 2.07% | Q4 2019 | Q3 2023 | 15 |
New England Investment & Retirement Group, Inc. | 15 | 15 | 1.06% | 1.58% | 2.41% | Q1 2018 | Q3 2021 | 15 |
ERTS Wealth Advisors, LLC | 15 | 15 | 3.73% | 9.97% | 14.12% | Q1 2020 | Q3 2023 | 15 |
Belpointe Asset Management LLC | 14 | 1 | 0.03% | 0.10% | 0.19% | Q3 2018 | Q1 2023 | 15 |
E&G Advisors, LP | 15 | 15 | 0.48% | 0.64% | 0.74% | Q3 2018 | Q1 2022 | 15 |
Triton Wealth Management, PLLC | 15 | 15 | 1.20% | 2.46% | 4.43% | Q1 2020 | Q3 2023 | 15 |
Klingman & Associates, LLC | 15 | 15 | 2.67% | 3.12% | 3.63% | Q1 2020 | Q3 2023 | 15 |
Prostatis Group LLC | 15 | 15 | 0.17% | 1.94% | 4.71% | Q4 2019 | Q2 2023 | 15 |
Integrated Wealth Concepts LLC | 14 | 14 | 0.02% | 0.11% | 0.50% | Q2 2020 | Q3 2023 | 14 |
EAGLE GLOBAL ADVISORS LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
BENJAMIN EDWARDS INC | 14 | 14 | 0.18% | 0.62% | 1.43% | Q2 2020 | Q3 2023 | 14 |
Garrett Wealth Advisory Group, LLC | 13 | 1 | 0.01% | 5.88% | 10.33% | Q3 2019 | Q3 2023 | 14 |
MBM Wealth Consultants, LLC | 14 | 14 | 0.21% | 0.39% | 0.81% | Q2 2020 | Q3 2023 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.01% | 0.74% | 1.76% | Q4 2016 | Q1 2020 | 14 |
Dakota Wealth Management | 14 | 14 | 0.04% | 0.14% | 0.38% | Q2 2020 | Q3 2023 | 14 |
Vectors Research Management, LLC | 14 | 14 | 0.01% | 3.44% | 5.94% | Q1 2019 | Q2 2022 | 14 |
Costello Asset Management, INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Redhawk Wealth Advisors, Inc. | 7 | 1 | 0.05% | 0.80% | 8.70% | Q3 2018 | Q4 2022 | 14 |
Brookstone Capital Management | 10 | 1 | 0.01% | 0.52% | 2.50% | Q2 2019 | Q3 2023 | 14 |
Symphony Financial, Ltd. Co. | 14 | 14 | 2.91% | 5.17% | 7.06% | Q2 2020 | Q3 2023 | 14 |
Bremer Bank National Association | 14 | 14 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Virtue Capital Management, LLC | 7 | 1 | 0.02% | 0.20% | 0.57% | Q4 2017 | Q4 2022 | 14 |
AMG National Trust Bank | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SCS Capital Management LLC | 14 | 14 | 0.57% | 1.04% | 1.48% | Q2 2020 | Q3 2023 | 14 |
Prime Capital Investment Advisors, LLC | 8 | 6 | 0.01% | 0.08% | 0.34% | Q3 2019 | Q3 2023 | 14 |
Graypoint LLC | 14 | 14 | 0.23% | 1.66% | 4.16% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.04% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 14 |
Csenge Advisory Group | 6 | 1 | 0.02% | 0.23% | 0.67% | Q2 2018 | Q3 2023 | 14 |
CLIENT 1ST ADVISORY GROUP, LLC | 11 | 3 | 0.12% | 0.35% | 2.16% | Q4 2019 | Q3 2023 | 14 |
Waldron Private Wealth LLC | 14 | 14 | 0.03% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Leicht Financial Planning & Wealth Management, Inc. | 14 | 14 | 4.74% | 9.98% | 18.41% | Q2 2020 | Q3 2023 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 14 | 0.45% | 1.26% | 2.74% | Q2 2020 | Q3 2023 | 14 |
Fragasso Group Inc. | 14 | 14 | 0.03% | 0.13% | 0.34% | Q3 2020 | Q4 2023 | 14 |
VICUS CAPITAL | 14 | 14 | 0.76% | 1.04% | 1.36% | Q2 2020 | Q3 2023 | 14 |
Clear Perspective Advisors, LLC | 8 | 6 | 0.00% | 0.24% | 0.52% | Q1 2018 | Q4 2021 | 14 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Keystone Financial Group | 11 | 2 | 0.45% | 1.04% | 2.10% | Q2 2020 | Q3 2023 | 13 |
JT Stratford LLC | 13 | 13 | 0.07% | 0.36% | 0.73% | Q3 2020 | Q3 2023 | 13 |
CWA Asset Management Group, LLC | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Intercontinental Wealth Advisors, LLC | 13 | 13 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q2 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.07% | 0.18% | 0.36% | Q3 2020 | Q3 2023 | 13 |
Western Wealth Management, LLC | 8 | 5 | 0.16% | 0.52% | 0.83% | Q2 2020 | Q3 2023 | 13 |
Berkshire Bank | 13 | 13 | 0.28% | 1.01% | 1.66% | Q3 2020 | Q3 2023 | 13 |
Bristlecone Advisors, LLC | 13 | 13 | 0.05% | 0.15% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Founders Capital Management | 13 | 13 | 2.55% | 3.77% | 4.73% | Q4 2020 | Q4 2023 | 13 |
TIAA, FSB | 13 | 13 | 0.01% | 0.10% | 0.28% | Q2 2020 | Q2 2023 | 13 |
EP Wealth Advisors, LLC | 9 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Bogart Wealth, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
FORVIS Wealth Advisors, LLC | 13 | 13 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Asset Management Group, Inc. | 13 | 13 | 0.13% | 0.62% | 0.79% | Q3 2020 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 1.04% | 1.46% | 2.26% | Q4 2020 | Q4 2023 | 13 |
DONALDSON CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Vigilare Wealth Management | 12 | 1 | 0.12% | 0.18% | 0.27% | Q3 2020 | Q4 2023 | 13 |
GPS Wealth Strategies Group, LLC | 13 | 13 | 0.16% | 0.65% | 1.53% | Q3 2020 | Q3 2023 | 13 |
MYCIO WEALTH PARTNERS, LLC | 13 | 13 | 0.07% | 0.08% | 0.09% | Q4 2016 | Q4 2019 | 13 |
Chicago Partners Investment Group LLC | 10 | 3 | 0.00% | 0.04% | 0.07% | Q1 2018 | Q3 2023 | 13 |
Essex Financial Services, Inc. | 13 | 13 | 0.04% | 0.07% | 0.12% | Q3 2020 | Q3 2023 | 13 |
MERITAGE PORTFOLIO MANAGEMENT | 13 | 13 | 0.51% | 0.73% | 1.60% | Q3 2020 | Q3 2023 | 13 |
Realta Investment Advisors | 8 | 5 | 0.02% | 0.07% | 0.20% | Q1 2019 | Q3 2023 | 13 |
GeoWealth Management, LLC | 9 | 4 | 0.00% | 0.35% | 1.08% | Q1 2020 | Q3 2023 | 13 |
FinTrust Capital Advisors, LLC | 13 | 13 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Private Portfolio Partners LLC | 13 | 13 | 0.09% | 0.29% | 0.43% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.14% | 0.18% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Jackson Wealth Management, LLC | 13 | 13 | 1.00% | 2.40% | 3.74% | Q4 2017 | Q4 2020 | 13 |
Laurel Wealth Advisors, Inc. | 13 | 13 | 0.06% | 0.35% | 0.64% | Q4 2019 | Q4 2022 | 13 |
Trilogy Capital Inc. | 12 | 1 | 0.02% | 1.39% | 3.15% | Q1 2019 | Q3 2023 | 13 |
BOKF, NA | 6 | 1 | 0.00% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 4.68% | 5.05% | 5.70% | Q4 2020 | Q3 2023 | 12 |
Sheaff Brock Investment Advisors, LLC | 8 | 4 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 12 |
RAYMOND JAMES TRUST N.A. | 5 | 1 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 12 |
Echo Wealth Management, LLC | 12 | 12 | 4.05% | 8.91% | 17.05% | Q4 2020 | Q3 2023 | 12 |
Providence Capital Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Pinnacle Family Advisors, LLC | 12 | 12 | 0.38% | 0.45% | 0.69% | Q4 2020 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 4.08% | 6.69% | 10.70% | Q4 2020 | Q3 2023 | 12 |
ECLECTIC ASSOCIATES INC /ADV | 12 | 12 | 0.11% | 0.18% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Prospera Financial Services Inc | 8 | 1 | 0.02% | 0.22% | 0.87% | Q2 2019 | Q3 2023 | 12 |
Compton Financial Group, LLC | 12 | 12 | 10.56% | 13.44% | 15.83% | Q4 2020 | Q3 2023 | 12 |
N.E.W. Advisory Services LLC | 12 | 12 | 0.05% | 0.18% | 0.88% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.10% | 0.23% | 0.49% | Q4 2018 | Q3 2021 | 12 |
Alexandria Capital, LLC | 12 | 12 | 0.08% | 0.11% | 0.12% | Q4 2018 | Q3 2021 | 12 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2015 | 12 |
Thrive Capital Management, LLC | 12 | 12 | 2.93% | 5.55% | 8.86% | Q4 2020 | Q3 2023 | 12 |
Capital Planning Advisors, LLC | 12 | 12 | 0.34% | 0.46% | 0.56% | Q3 2019 | Q2 2022 | 12 |
MAI Capital Management | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HNP Capital LLC | 12 | 12 | 1.35% | 3.66% | 6.43% | Q1 2019 | Q4 2021 | 12 |
Mach-1 Financial Group, LLC | 12 | 12 | 0.04% | 1.76% | 15.99% | Q4 2020 | Q3 2023 | 12 |
Harbor Group, Inc. | 12 | 12 | 2.72% | 4.53% | 6.10% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Spotlight Asset Group, Inc. | 8 | 1 | 0.16% | 0.28% | 0.42% | Q4 2019 | Q3 2023 | 12 |
MCDONALD PARTNERS LLC | 12 | 12 | 0.12% | 0.29% | 0.53% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL MANAGEMENT NETWORK INC | 12 | 12 | 0.17% | 0.39% | 0.53% | Q4 2020 | Q3 2023 | 12 |
Fullen Financial Group | 12 | 12 | 1.31% | 1.63% | 1.83% | Q2 2020 | Q1 2023 | 12 |
SteelPeak Wealth, LLC | 12 | 12 | 0.02% | 0.03% | 0.16% | Q4 2020 | Q3 2023 | 12 |
55I, LLC | 12 | 12 | 0.21% | 0.84% | 1.25% | Q4 2019 | Q3 2022 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.04% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Horan Securities, Inc. | 7 | 5 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2023 | 12 |
Opal Wealth Advisors, LLC | 12 | 12 | 0.70% | 0.98% | 1.35% | Q4 2020 | Q3 2023 | 12 |
HL FINANCIAL SERVICES LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2016 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 1.74% | 2.43% | 3.70% | Q4 2020 | Q3 2023 | 12 |
Veritable, L.P. | 11 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q2 2023 | 12 |
Platte River Wealth Advisors, LLC | 12 | 12 | 0.08% | 0.31% | 0.61% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 2.42% | 3.98% | 5.54% | Q4 2020 | Q3 2023 | 12 |
Alpha DNA Investment Management LLC | 12 | 12 | 0.18% | 1.78% | 7.08% | Q4 2020 | Q3 2023 | 12 |
CITY HOLDING CO | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2022 | 12 |
Curran Financial Partners, LLC | 12 | 12 | 0.54% | 0.86% | 1.50% | Q4 2020 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 3.30% | 4.06% | 6.59% | Q4 2020 | Q3 2023 | 12 |
ALTFEST L J & CO INC | 12 | 12 | 0.06% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.19% | 0.24% | 0.32% | Q2 2020 | Q1 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.40% | 4.97% | 8.68% | Q4 2020 | Q3 2023 | 12 |
Advisor OS, LLC | 11 | 1 | 0.11% | 0.82% | 2.03% | Q2 2020 | Q3 2023 | 12 |
Centennial Wealth Advisory LLC | 12 | 12 | 0.48% | 2.92% | 8.75% | Q4 2020 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.89% | 3.17% | 5.63% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.26% | 0.55% | 0.71% | Q4 2020 | Q3 2023 | 12 |
QUADRANT CAPITAL GROUP LLC | 12 | 12 | 0.04% | 0.27% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Oak Harvest Investment Services | 12 | 12 | 2.26% | 5.29% | 6.92% | Q4 2020 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 1.39% | 2.92% | 4.54% | Q4 2020 | Q3 2023 | 12 |
REGENTATLANTIC CAPITAL LLC | 9 | 3 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2022 | 12 |
FIDUCIARY TRUST CO | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SignalPoint Asset Management, LLC | 12 | 12 | 0.08% | 0.16% | 0.58% | Q3 2019 | Q2 2022 | 12 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 12 |
KWB Wealth | 12 | 12 | 6.97% | 9.31% | 12.11% | Q4 2020 | Q3 2023 | 12 |
Sanchez Wealth Management Group | 12 | 12 | 0.40% | 0.80% | 1.36% | Q4 2020 | Q3 2023 | 12 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 2 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q1 2022 | 12 |
Tranquilli Financial Advisor LLC | 12 | 12 | 1.14% | 1.81% | 3.07% | Q4 2020 | Q3 2023 | 12 |
JFS WEALTH ADVISORS, LLC | 8 | 3 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 11 |
Pacifica Partners Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2023 | 11 |
Rollins Financial | 8 | 3 | 1.06% | 2.45% | 3.56% | Q4 2020 | Q3 2023 | 11 |
Benedetti & Gucer, Inc. | 11 | 11 | 0.18% | 0.30% | 0.45% | Q1 2021 | Q3 2023 | 11 |
MSI Financial Services Inc | 11 | 11 | 0.00% | 0.02% | 0.07% | Q2 2014 | Q4 2016 | 11 |
Concorde Asset Management, LLC | 4 | 1 | 0.25% | 0.62% | 1.11% | Q3 2018 | Q3 2023 | 11 |
Strategic Blueprint, LLC | 11 | 11 | 0.06% | 0.14% | 0.22% | Q1 2021 | Q3 2023 | 11 |
DFPG INVESTMENTS, LLC | 6 | 5 | 0.09% | 0.36% | 1.08% | Q4 2019 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Joel Isaacson & Co., LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 11 |
Sage Mountain Advisors LLC | 11 | 11 | 0.02% | 0.05% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Lloyd Advisory Services, LLC. | 11 | 11 | 0.06% | 0.20% | 0.43% | Q4 2019 | Q2 2022 | 11 |
Darwin Wealth Management, LLC | 10 | 1 | 0.00% | 1.35% | 2.63% | Q1 2020 | Q3 2023 | 11 |
MONTAG A & ASSOCIATES INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Aveo Capital Partners, LLC | 5 | 1 | 0.10% | 0.65% | 5.62% | Q3 2018 | Q3 2023 | 11 |
Cadent Capital Advisors, LLC | 11 | 11 | 0.24% | 0.30% | 0.36% | Q4 2020 | Q2 2023 | 11 |
Somerset Trust Co | 11 | 11 | 0.11% | 0.14% | 0.19% | Q2 2021 | Q4 2023 | 11 |
Navalign, LLC | 11 | 11 | 4.74% | 5.23% | 5.74% | Q1 2021 | Q3 2023 | 11 |
EPG Wealth Management LLC | 9 | 2 | 0.02% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 11 |
Kovitz Investment Group Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Sterling Investment Advisors, Ltd. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
BURKE & HERBERT BANK & TRUST CO | 11 | 11 | 0.14% | 0.71% | 1.66% | Q1 2021 | Q3 2023 | 11 |
SRS Capital Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 11 |
FDx Advisors, Inc. | 5 | 1 | 0.01% | 0.09% | 0.19% | Q3 2017 | Q3 2023 | 11 |
Bison Wealth, LLC | 11 | 11 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q2 2022 | 11 |
Redwood Investment Management, LLC | 5 | 1 | 0.11% | 0.70% | 2.04% | Q1 2019 | Q2 2023 | 11 |
Choice Wealth Advisors, LLC | 6 | 5 | 10.08% | 11.38% | 12.80% | Q4 2020 | Q3 2023 | 11 |
Krilogy Financial LLC | 8 | 1 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.37% | 0.50% | 0.82% | Q4 2020 | Q3 2023 | 11 |
Johnson Financial Group, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 11 |
Better Money Decisions, LLC | 11 | 11 | 1.69% | 5.21% | 11.88% | Q1 2021 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.06% | 0.19% | 0.24% | Q1 2018 | Q3 2020 | 11 |
Smithfield Trust Co | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2021 | 11 |
One Charles Private Wealth Services, LLC | 10 | 1 | 0.21% | 0.35% | 0.45% | Q2 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.13% | 0.17% | Q1 2021 | Q3 2023 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11 | 11 | 0.10% | 0.71% | 1.23% | Q1 2019 | Q3 2021 | 11 |
Burleson & Company, LLC | 11 | 11 | 0.02% | 0.20% | 0.43% | Q4 2019 | Q2 2022 | 11 |
Lee Financial Co | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
QUEST CAPITAL MANAGEMENT INC /ADV | 10 | 10 | 0.23% | 0.47% | 0.59% | Q3 2019 | Q4 2021 | 10 |
Professional Financial Advisors, LLC | 9 | 1 | 0.01% | 0.04% | 0.26% | Q4 2019 | Q3 2022 | 10 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 2 | 0.00% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.02% | 0.12% | 0.55% | Q4 2020 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.04% | 0.43% | 1.41% | Q4 2019 | Q3 2023 | 10 |
J. W. Coons Advisors, LLC | 10 | 10 | 0.08% | 0.15% | 0.20% | Q1 2020 | Q2 2022 | 10 |
Koss-Olinger Consulting, LLC | 10 | 10 | 0.05% | 0.13% | 0.70% | Q2 2021 | Q3 2023 | 10 |
Financial Insights, Inc. | 9 | 1 | 0.18% | 0.25% | 0.31% | Q4 2019 | Q2 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.08% | 0.16% | Q4 2020 | Q1 2023 | 10 |
TRH Financial, LLC | 9 | 1 | 0.20% | 0.98% | 1.76% | Q4 2019 | Q2 2022 | 10 |
Valeo Financial Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 10 |
Summit Financial, LLC | 10 | 10 | 0.05% | 0.14% | 0.26% | Q2 2021 | Q3 2023 | 10 |
ESL Trust Services, LLC | 10 | 10 | 9.87% | 10.62% | 11.14% | Q2 2021 | Q3 2023 | 10 |
Lion Street Advisors, LLC | 4 | 1 | 0.10% | 0.94% | 2.68% | Q1 2020 | Q3 2023 | 10 |
Retirement Group, LLC | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.16% | 0.22% | 0.29% | Q1 2021 | Q3 2023 | 10 |
Whitcomb & Hess, Inc. | 10 | 10 | 7.68% | 8.25% | 8.86% | Q2 2021 | Q3 2023 | 10 |
ProVise Management Group, LLC | 7 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 10 |
Vigilant Capital Management, LLC | 10 | 10 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q2 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Westside Investment Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MOTIVE WEALTH ADVISORS | 10 | 10 | 3.10% | 3.90% | 4.20% | Q2 2021 | Q3 2023 | 10 |
Golden State Wealth Management, LLC | 4 | 3 | 0.01% | 0.23% | 0.57% | Q1 2019 | Q1 2022 | 10 |
Ballentine Partners, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 10 |
RBA Wealth Management, LLC | 8 | 2 | 0.10% | 0.16% | 0.19% | Q1 2019 | Q1 2022 | 10 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 7 | 1 | 0.00% | 0.01% | 0.07% | Q1 2019 | Q3 2023 | 10 |
Squar Milner Financial Services LLC | 10 | 10 | 0.90% | 4.44% | 6.78% | Q1 2018 | Q2 2020 | 10 |
1834 INVESTMENT ADVISORS CO | 10 | 10 | 0.00% | 0.20% | 0.50% | Q2 2021 | Q3 2023 | 10 |
MEEDER ASSET MANAGEMENT INC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2022 | 10 |
Angeles Investment Advisors, LLC | 10 | 10 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q4 2021 | 10 |
FLOW TRADERS U.S. LLC | 3 | 2 | 0.02% | 0.06% | 0.12% | Q2 2020 | Q3 2023 | 10 |
Wealthstreet Investment Advisors, LLC | 10 | 10 | 0.13% | 0.33% | 0.40% | Q4 2018 | Q1 2021 | 10 |
Spectrum Management Group, LLC | 10 | 10 | 0.02% | 0.13% | 0.54% | Q2 2020 | Q3 2022 | 10 |
PECAUT & CO. | 10 | 10 | 0.51% | 2.66% | 3.74% | Q2 2021 | Q3 2023 | 10 |
360 Financial, Inc. | 10 | 10 | 0.16% | 0.27% | 0.35% | Q1 2021 | Q2 2023 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2023 | 10 |
Newport Wealth Strategies, Inc. | 10 | 10 | 0.35% | 0.95% | 1.15% | Q2 2019 | Q3 2021 | 10 |
HORIZON FINANCIAL SERVICES, LLC | 10 | 10 | 6.81% | 9.59% | 10.85% | Q2 2021 | Q3 2023 | 10 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 10 | 10 | 1.44% | 6.56% | 9.88% | Q3 2018 | Q4 2020 | 10 |
Trexquant Investment LP | 6 | 1 | 0.01% | 0.06% | 0.20% | Q3 2019 | Q2 2023 | 10 |
UBS ASSET MANAGEMENT AMERICAS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
Madden Advisory Services, Inc. | 4 | 1 | 0.14% | 0.16% | 0.18% | Q4 2020 | Q3 2023 | 9 |
Pinnacle Bancorp, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
M Holdings Securities, Inc. | 8 | 1 | 0.02% | 0.11% | 0.19% | Q3 2017 | Q1 2022 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 2.02% | 2.18% | 2.56% | Q4 2019 | Q3 2023 | 9 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 9 |
Wealth Advisory Solutions, LLC | 8 | 1 | 0.00% | 0.36% | 0.46% | Q4 2019 | Q1 2022 | 9 |
Baystate Wealth Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
GoalVest Advisory LLC | 5 | 1 | 0.06% | 1.80% | 3.58% | Q4 2020 | Q4 2023 | 9 |
McAdam, LLC | 8 | 1 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 9 |
Sound Income Strategies, LLC | 8 | 1 | 0.00% | 0.00% | 0.03% | Q1 2021 | Q3 2023 | 9 |
InterOcean Capital, LLC | 9 | 9 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q2 2020 | 9 |
PROVIDA PENSION FUND ADMINISTRATOR | 9 | 9 | 0.00% | 1.00% | 6.02% | Q4 2020 | Q4 2022 | 9 |
Willis Johnson & Associates, Inc. | 9 | 9 | 12.64% | 13.78% | 14.71% | Q3 2021 | Q3 2023 | 9 |
Betterment LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Independent Advisor Alliance | 5 | 4 | 0.00% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 9 |
Golden State Equity Partners | 6 | 3 | 0.14% | 1.79% | 3.17% | Q4 2020 | Q3 2023 | 9 |
M&R CAPITAL MANAGEMENT INC | 6 | 3 | 0.00% | 0.04% | 0.07% | Q2 2017 | Q4 2023 | 9 |
Aprio Wealth Management, LLC | 4 | 2 | 0.10% | 1.56% | 3.99% | Q4 2019 | Q3 2023 | 9 |
SECURIAN ASSET MANAGEMENT, INC | 9 | 9 | 0.03% | 0.13% | 0.21% | Q2 2021 | Q2 2023 | 9 |
Financial Council Asset Management Inc | 9 | 9 | 1.29% | 5.28% | 8.47% | Q3 2021 | Q3 2023 | 9 |
MONECO Advisors, LLC | 9 | 9 | 0.12% | 0.36% | 0.51% | Q3 2021 | Q3 2023 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.52% | 0.83% | 1.16% | Q4 2019 | Q4 2021 | 9 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 9 | 9 | 1.42% | 2.31% | 4.42% | Q1 2020 | Q1 2022 | 9 |
Clearstead Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 3.59% | 4.07% | 5.19% | Q3 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.02% | 0.18% | Q2 2021 | Q3 2023 | 9 |
Northeast Financial Consultants Inc | 5 | 4 | 0.02% | 0.16% | 0.26% | Q2 2021 | Q3 2023 | 9 |
FFT WEALTH MANAGEMENT LLC | 9 | 9 | 3.46% | 4.11% | 4.69% | Q3 2021 | Q3 2023 | 9 |
Bruderman Asset Management, LLC | 5 | 1 | 0.00% | 0.73% | 1.09% | Q1 2019 | Q1 2022 | 9 |
IBEX WEALTH ADVISORS | 7 | 1 | 0.00% | 0.56% | 0.80% | Q4 2016 | Q2 2022 | 9 |
Newman & Schimel, LLC | 9 | 9 | 0.10% | 0.29% | 0.51% | Q4 2020 | Q4 2022 | 9 |
QUEST INVESTMENT MANAGEMENT LLC | 6 | 3 | 0.42% | 1.14% | 2.66% | Q3 2020 | Q3 2023 | 9 |
PARK AVENUE SECURITIES LLC | 8 | 1 | 0.01% | 0.04% | 0.14% | Q2 2021 | Q3 2023 | 9 |
FormulaFolio Investments, LLC | 8 | 8 | 0.30% | 2.51% | 4.25% | Q3 2019 | Q2 2021 | 8 |
Quent Capital, LLC | 8 | 8 | 0.98% | 1.08% | 1.18% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.19% | 1.24% | 1.77% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 7.28% | 7.86% | 8.54% | Q4 2021 | Q3 2023 | 8 |
Resource Management, LLC | 8 | 8 | 0.11% | 0.90% | 1.22% | Q1 2020 | Q4 2021 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.26% | 0.36% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 1.42% | 1.60% | 1.78% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.61% | 0.73% | 1.01% | Q4 2021 | Q3 2023 | 8 |
Chessman Wealth Strategies RIA | 8 | 8 | 5.52% | 10.43% | 16.23% | Q4 2017 | Q3 2019 | 8 |
JOHNSON INVESTMENT COUNSEL INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2020 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 4.35% | 4.87% | 5.83% | Q4 2021 | Q3 2023 | 8 |
IFC Holdings Incorporated/FL | 5 | 3 | 0.05% | 0.16% | 0.20% | Q2 2013 | Q4 2017 | 8 |
RGT Wealth Advisors, LLC | 8 | 8 | 6.94% | 7.92% | 9.38% | Q4 2020 | Q3 2022 | 8 |
Provident Wealth Management, LLC | 8 | 8 | 0.01% | 5.94% | 15.66% | Q4 2019 | Q3 2021 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.10% | 0.25% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Hofer & Associates. Inc | 8 | 8 | 10.97% | 12.34% | 14.45% | Q4 2021 | Q3 2023 | 8 |
Boyd Wealth Management, LLC | 8 | 8 | 2.19% | 6.85% | 17.74% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 2.45% | 2.81% | 3.41% | Q1 2021 | Q3 2023 | 8 |
IMC-Chicago, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
USAdvisors Wealth Management, LLC | 8 | 8 | 0.57% | 1.62% | 2.47% | Q1 2020 | Q4 2021 | 8 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 8 | 8 | 4.51% | 9.62% | 13.31% | Q4 2021 | Q3 2023 | 8 |
JUNCTURE WEALTH STRATEGIES, LLC | 8 | 8 | 0.54% | 0.68% | 0.91% | Q1 2022 | Q4 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.44% | 0.71% | 1.31% | Q4 2021 | Q3 2023 | 8 |
Faithward Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
LOWE BROCKENBROUGH & CO INC | 8 | 8 | 0.08% | 0.28% | 0.39% | Q2 2019 | Q1 2021 | 8 |
Shulman DeMeo Asset Management LLC | 5 | 1 | 0.15% | 0.17% | 0.24% | Q3 2019 | Q4 2021 | 8 |
WJ Wealth Management, LLC | 4 | 1 | 0.15% | 0.43% | 1.17% | Q2 2020 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 7.82% | 9.12% | 11.58% | Q4 2021 | Q3 2023 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 7 | 1 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q2 2021 | 8 |
Paragon Wealth Strategies, LLC | 8 | 8 | 0.38% | 0.58% | 0.89% | Q1 2018 | Q4 2019 | 8 |
Cresset Asset Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.02% | 0.04% | 0.12% | Q4 2021 | Q3 2023 | 8 |
DRIVE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.25% | 0.98% | 2.56% | Q4 2021 | Q3 2023 | 8 |
Concord Wealth Partners | 8 | 8 | 0.91% | 3.01% | 4.60% | Q4 2021 | Q3 2023 | 8 |
Advance Capital Management, Inc. | 8 | 8 | 0.05% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.19% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Oxinas Partners Wealth Management LLC | 8 | 8 | 2.38% | 5.51% | 6.93% | Q4 2021 | Q3 2023 | 8 |
Bartlett & Co. LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2022 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
LOWERY THOMAS, LLC | 8 | 8 | 1.86% | 4.14% | 6.13% | Q4 2021 | Q3 2023 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 4.11% | 4.69% | 5.78% | Q4 2021 | Q3 2023 | 8 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 6 | 2 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q2 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 8 |
Horizon Wealth Management, LLC | 8 | 8 | 0.33% | 2.53% | 5.75% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
WEALTH MANAGEMENT RESOURCES, INC. | 8 | 8 | 4.79% | 7.26% | 9.12% | Q4 2021 | Q3 2023 | 8 |
LGL PARTNERS, LLC | 8 | 8 | 4.64% | 5.40% | 6.08% | Q4 2021 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 0.92% | 0.97% | 1.02% | Q4 2021 | Q3 2023 | 8 |
Peterson Financial Group, Inc. | 8 | 8 | 1.99% | 2.37% | 3.86% | Q4 2021 | Q3 2023 | 8 |
McDonough Capital Management, Inc | 8 | 8 | 0.25% | 0.27% | 0.28% | Q4 2021 | Q3 2023 | 8 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 8 | 8 | 0.00% | 0.40% | 2.45% | Q2 2018 | Q1 2020 | 8 |
HB Wealth Management, LLC | 8 | 8 | 2.92% | 3.45% | 3.93% | Q4 2021 | Q3 2023 | 8 |
Simplicity Wealth,LLC | 8 | 8 | 0.32% | 3.87% | 8.68% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.11% | 0.16% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Warren Street Wealth Advisors, LLC | 8 | 8 | 0.28% | 0.80% | 3.75% | Q4 2021 | Q3 2023 | 8 |
J Arnold Wealth Management Co | 7 | 1 | 0.02% | 0.19% | 0.99% | Q4 2019 | Q4 2022 | 8 |
MY Wealth Management Inc. | 8 | 8 | 0.72% | 0.80% | 1.03% | Q4 2021 | Q3 2023 | 8 |
Noven Financial Group, Inc. | 8 | 8 | 1.97% | 2.09% | 2.28% | Q2 2014 | Q1 2016 | 8 |
Gerber Kawasaki Wealth & Investment Management | 7 | 1 | 0.00% | 0.51% | 1.56% | Q3 2021 | Q3 2023 | 8 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 8 | 8 | 0.30% | 0.47% | 0.74% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.06% | 0.08% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Truadvice, LLC | 7 | 1 | 0.07% | 0.70% | 2.39% | Q2 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.12% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Modera Wealth Management, LLC | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.02% | 0.21% | 0.37% | Q4 2021 | Q3 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Financial Futures Ltd Liability Co. | 8 | 8 | 2.06% | 3.56% | 6.29% | Q4 2021 | Q3 2023 | 8 |
Principle Wealth Partners LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
FIFTH THIRD SECURITIES, INC. | 8 | 8 | 0.04% | 0.17% | 1.06% | Q4 2021 | Q3 2023 | 8 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 8 | 8 | 0.07% | 1.39% | 2.44% | Q4 2021 | Q3 2023 | 8 |
Epic Trust Investment Advisors, LLC | 8 | 8 | 2.55% | 3.37% | 4.06% | Q4 2021 | Q3 2023 | 8 |
Element Wealth, LLC | 5 | 3 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 8 |
Total Clarity Wealth Management, Inc. | 7 | 1 | 0.06% | 1.10% | 3.91% | Q4 2019 | Q3 2022 | 8 |
Qube Research & Technologies Ltd | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Arvest Bank Trust Division | 8 | 8 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q4 2020 | 8 |
Lucia Wealth Services, LLC | 4 | 4 | 0.02% | 0.51% | 1.92% | Q4 2017 | Q3 2020 | 8 |
LVZ, Inc. | 8 | 8 | 0.26% | 0.32% | 0.38% | Q1 2018 | Q4 2019 | 8 |
Morling Financial Advisors, LLC | 8 | 8 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
LWM Advisory Services, LLC | 8 | 8 | 0.57% | 0.87% | 1.25% | Q4 2021 | Q3 2023 | 8 |
Aureus Asset Management, LLC | 6 | 2 | 0.11% | 0.13% | 0.24% | Q2 2015 | Q4 2017 | 8 |
Cavalier Investments, LLC | 7 | 1 | 0.25% | 1.07% | 1.95% | Q3 2018 | Q4 2022 | 8 |
Safeguard Financial, LLC | 7 | 7 | 0.79% | 1.20% | 1.46% | Q1 2022 | Q3 2023 | 7 |
Nvest Financial, LLC | 7 | 7 | 1.25% | 1.40% | 1.62% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.37% | 0.49% | 0.60% | Q1 2022 | Q3 2023 | 7 |
Eagle Strategies LLC | 4 | 3 | 1.49% | 2.72% | 3.68% | Q4 2021 | Q3 2023 | 7 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 7 | 0.06% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Personal Wealth Partners | 7 | 7 | 0.18% | 1.03% | 2.42% | Q3 2020 | Q1 2022 | 7 |
Keeley-Teton Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 7 |
Van Leeuwen & Company, LLC | 7 | 7 | 0.16% | 0.96% | 2.96% | Q1 2022 | Q3 2023 | 7 |
Bedel Financial Consulting, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 5 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q2 2023 | 7 |
Halpern Financial, Inc. | 7 | 7 | 0.12% | 0.14% | 0.17% | Q1 2022 | Q3 2023 | 7 |
IFG Advisory, LLC | 6 | 1 | 0.04% | 0.08% | 0.24% | Q2 2019 | Q3 2023 | 7 |
S. R. Schill & Associates | 7 | 7 | 0.26% | 1.39% | 2.82% | Q2 2018 | Q4 2019 | 7 |
FirstPurpose Wealth LLC | 6 | 1 | 0.14% | 0.23% | 0.31% | Q4 2021 | Q3 2023 | 7 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 7 |
MATHER GROUP, LLC. | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
SFG Wealth Management, LLC. | 6 | 1 | 0.51% | 0.75% | 1.71% | Q4 2021 | Q3 2023 | 7 |
Gladstone Institutional Advisory LLC | 5 | 2 | 0.02% | 0.42% | 1.47% | Q4 2021 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.07% | 0.11% | 0.15% | Q1 2022 | Q3 2023 | 7 |
CULLEN/FROST BANKERS, INC. | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Harborview Advisors, LLC | 7 | 7 | 0.64% | 0.99% | 1.29% | Q1 2020 | Q3 2021 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 7 |
UMB Bank, n.a. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Integrated Advisors Network LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
PATTEN & PATTEN INC/TN | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 5 | 2 | 0.03% | 5.72% | 14.34% | Q4 2021 | Q3 2023 | 7 |
CVA Family Office, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q2 2023 | 7 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 7 |
Mascoma Wealth Management LLC | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Old Port Advisors | 7 | 7 | 0.08% | 0.10% | 0.14% | Q2 2020 | Q4 2021 | 7 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 5 | 2 | 5.31% | 6.14% | 6.74% | Q4 2021 | Q3 2023 | 7 |
GM Advisory Group, LLC | 7 | 7 | 0.09% | 0.14% | 0.19% | Q1 2022 | Q3 2023 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q2 2014 | Q4 2015 | 7 |
Savior LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q2 2021 | 7 |
Polaris Wealth Advisory Group, LLC | 7 | 7 | 0.18% | 0.19% | 0.21% | Q1 2018 | Q3 2019 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 1.21% | 3.01% | 4.90% | Q1 2022 | Q3 2023 | 7 |
Shilanski & Associates, Inc. | 7 | 7 | 0.17% | 3.25% | 4.13% | Q2 2019 | Q4 2020 | 7 |
Column Capital Advisors, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.12% | 0.28% | 0.47% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Covestor Ltd | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
BCS Wealth Management | 7 | 7 | 0.31% | 1.38% | 3.26% | Q1 2022 | Q3 2023 | 7 |
Leelyn Smith, LLC | 6 | 1 | 0.00% | 0.08% | 0.18% | Q4 2019 | Q4 2021 | 7 |
KENNICOTT CAPITAL MANAGEMENT LLC | 6 | 1 | 0.29% | 0.32% | 0.36% | Q1 2021 | Q4 2022 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.66% | 0.92% | 1.01% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Investments & Financial Planning, LLC | 4 | 3 | 18.60% | 19.90% | 20.80% | Q4 2021 | Q3 2023 | 7 |
COMERICA BANK | 6 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.05% | 0.25% | 0.37% | Q1 2022 | Q4 2023 | 7 |
Ellevest, Inc. | 4 | 3 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 7 |
MCF Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 1.05% | 1.51% | 1.86% | Q4 2021 | Q2 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.21% | 0.29% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Wealth Advisors of Iowa, LLC | 7 | 7 | 0.91% | 1.86% | 4.80% | Q1 2022 | Q3 2023 | 7 |
Paradigm Financial Advisors, LLC | 7 | 7 | 0.06% | 0.07% | 0.07% | Q2 2020 | Q4 2021 | 7 |
Apeiron RIA LLC | 5 | 2 | 0.08% | 0.14% | 0.22% | Q4 2021 | Q3 2023 | 7 |
Corient Capital Partners, LLC | 7 | 7 | 0.04% | 0.23% | 0.95% | Q4 2018 | Q2 2020 | 7 |
Samalin Investment Counsel, LLC | 6 | 6 | 0.15% | 0.17% | 0.20% | Q4 2020 | Q1 2022 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 6 |
Windsor Wealth Management, Inc. | 6 | 6 | 0.09% | 0.16% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Edge Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Sunburst Financial Group, LLC | 6 | 6 | 0.48% | 2.53% | 4.82% | Q2 2022 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 1.10% | 1.19% | 1.28% | Q2 2022 | Q3 2023 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.95% | 1.20% | 1.40% | Q4 2021 | Q1 2023 | 6 |
McNaughton Wealth Management, LLC | 6 | 6 | 1.93% | 4.83% | 6.33% | Q2 2022 | Q3 2023 | 6 |
Sargent Investment Group, LLC | 6 | 6 | 2.36% | 2.45% | 2.59% | Q2 2022 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.07% | 0.09% | 0.12% | Q1 2022 | Q2 2023 | 6 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 6 | 6 | 0.37% | 0.45% | 0.50% | Q3 2019 | Q4 2020 | 6 |
Founders Financial Alliance, LLC | 6 | 6 | 0.00% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Nikulski Financial, Inc. | 6 | 6 | 0.32% | 0.36% | 0.45% | Q3 2018 | Q4 2019 | 6 |
Lenox Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Twelve Points Wealth Management LLC | 6 | 6 | 0.15% | 0.40% | 0.53% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.14% | 0.14% | 0.15% | Q4 2020 | Q1 2022 | 6 |
Orgel Wealth Management, LLC | 6 | 6 | 1.89% | 4.53% | 6.19% | Q2 2022 | Q3 2023 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.06% | 0.94% | 1.78% | Q2 2019 | Q3 2020 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Shepherd Financial Partners LLC | 3 | 1 | 0.07% | 0.14% | 0.33% | Q2 2018 | Q3 2023 | 6 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.01% | 0.06% | 0.27% | Q3 2017 | Q4 2022 | 6 |
MARYLAND CAPITAL ADVISORS INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Detalus Advisors, LLC | 6 | 6 | 0.14% | 0.16% | 0.19% | Q4 2020 | Q1 2022 | 6 |
COZAD ASSET MANAGEMENT INC | 6 | 6 | 0.07% | 0.12% | 0.22% | Q4 2020 | Q1 2022 | 6 |
EASTERN BANK | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2020 | 6 |
SUNTRUST BANKS INC | 6 | 6 | 0.06% | 0.06% | 0.07% | Q2 2018 | Q3 2019 | 6 |
PRUDENTIAL FINANCIAL INC | 6 | 6 | 0.02% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Transamerica Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.03% | 0.17% | Q1 2015 | Q2 2019 | 6 |
CENTRAL TRUST Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 2 | 0.03% | 0.08% | 0.12% | Q4 2021 | Q2 2023 | 6 |
Apollon Wealth Management, LLC | 6 | 6 | 0.04% | 0.23% | 0.60% | Q2 2022 | Q3 2023 | 6 |
COLDSTREAM CAPITAL MANAGEMENT INC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q4 2019 | 6 |
CIBC Private Wealth Group, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 6 |
Empire Life Investments Inc. | 6 | 6 | 0.05% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Wealthspire Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 6 |
Kavar Capital Partners, LLC | 6 | 6 | 0.15% | 0.17% | 0.19% | Q2 2019 | Q3 2020 | 6 |
Procyon Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 6 |
Obsidian Personal Planning Solutions LLC | 6 | 6 | 4.80% | 6.71% | 9.79% | Q2 2022 | Q3 2023 | 6 |
Barber Financial Group, Inc. | 6 | 6 | 0.07% | 0.68% | 1.31% | Q4 2018 | Q1 2020 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.07% | 0.46% | 2.32% | Q4 2019 | Q3 2021 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
1ST SOURCE BANK | 6 | 6 | 0.12% | 0.36% | 0.45% | Q2 2022 | Q3 2023 | 6 |
HILL ISLAND FINANCIAL LLC | 4 | 2 | 0.09% | 1.22% | 1.84% | Q4 2021 | Q3 2023 | 6 |
DEUTSCHE BANK AG\ | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 6 |
Stonebridge Capital Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 6 |
REGIONS FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 6 |
Resonant Capital Advisors, LLC | 6 | 6 | 0.07% | 0.12% | 0.15% | Q4 2019 | Q1 2021 | 6 |
Formidable Asset Management, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q1 2023 | 6 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 6 | 6 | 0.08% | 0.09% | 0.09% | Q4 2014 | Q1 2016 | 6 |
DAVENPORT & Co LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 6 |
MKT Advisors LLC | 4 | 2 | 0.16% | 0.18% | 0.20% | Q1 2022 | Q3 2023 | 6 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 6 | 6 | 0.17% | 0.96% | 1.45% | Q2 2022 | Q3 2023 | 6 |
FC Advisory LLC | 6 | 6 | 0.18% | 0.27% | 0.30% | Q3 2022 | Q4 2023 | 6 |
Stonebridge Financial Planning Group, LLC | 6 | 6 | 0.35% | 0.65% | 0.75% | Q2 2022 | Q3 2023 | 6 |
DOLIVER ADVISORS, LP | 3 | 1 | 0.26% | 0.37% | 0.56% | Q2 2021 | Q2 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
WIN ADVISORS, INC | 6 | 6 | 0.09% | 1.25% | 3.48% | Q4 2021 | Q1 2023 | 6 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 6 | 6 | 0.24% | 0.28% | 0.33% | Q4 2021 | Q1 2023 | 6 |
BHK Investment Advisors, LLC | 6 | 6 | 0.14% | 0.17% | 0.26% | Q2 2018 | Q3 2019 | 6 |
Rede Wealth, LLC | 6 | 6 | 0.56% | 0.65% | 0.77% | Q2 2022 | Q3 2023 | 6 |
Avion Wealth | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Orin Green Financial, LLC | 6 | 6 | 0.38% | 0.40% | 0.43% | Q2 2022 | Q3 2023 | 6 |
Sunesis Advisors, LLC | 5 | 1 | 0.52% | 3.89% | 6.15% | Q1 2022 | Q3 2023 | 6 |
MANCHESTER FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.67% | 1.09% | 1.94% | Q2 2019 | Q2 2020 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 5 | 0.01% | 0.07% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.22% | 0.33% | 0.45% | Q4 2020 | Q3 2023 | 5 |
Keudell/Morrison Wealth Management | 5 | 5 | 0.18% | 0.34% | 0.38% | Q3 2022 | Q3 2023 | 5 |
Wealth & Pension Services Group, Inc. | 4 | 1 | 0.97% | 1.43% | 1.70% | Q2 2018 | Q3 2019 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Foundations Investment Advisors, LLC | 3 | 1 | 0.02% | 0.15% | 0.31% | Q2 2018 | Q3 2023 | 5 |
ADVISOR PARTNERS LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q4 2021 | 5 |
Atlas Private Wealth Advisors | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Interchange Capital Partners, LLC | 5 | 5 | 0.81% | 1.12% | 1.48% | Q3 2022 | Q3 2023 | 5 |
Bangor Savings Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TRADITION CAPITAL MANAGEMENT LLC | 5 | 5 | 0.13% | 0.26% | 0.51% | Q1 2018 | Q1 2019 | 5 |
Venture Visionary Partners LLC | 4 | 1 | 0.00% | 0.07% | 0.11% | Q2 2022 | Q3 2023 | 5 |
Waverly Advisors, LLC | 5 | 5 | 0.02% | 0.20% | 0.47% | Q3 2022 | Q3 2023 | 5 |
626 Financial, LLC | 5 | 5 | 0.44% | 0.49% | 0.60% | Q3 2022 | Q3 2023 | 5 |
Blue Sky Asset Management, LLC | 5 | 5 | 1.00% | 2.81% | 5.98% | Q4 2019 | Q4 2020 | 5 |
U.S. Capital Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.21% | 0.51% | Q3 2021 | Q3 2023 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 0.42% | 0.45% | 0.50% | Q4 2021 | Q4 2022 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 5 | 0.01% | 0.08% | 0.14% | Q1 2022 | Q1 2023 | 5 |
Elevated Capital Advisors, LLC | 4 | 1 | 0.08% | 0.20% | 0.60% | Q3 2021 | Q3 2023 | 5 |
Flagship Private Wealth, LLC | 3 | 2 | 0.06% | 0.11% | 0.19% | Q4 2020 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 5 |
BOYS ARNOLD & CO INC | 4 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q4 2019 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
STRATEGY ASSET MANAGERS LLC | 5 | 5 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2021 | 5 |
AlphaCore Capital LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q2 2023 | 5 |
Beaumont Financial Partners, LLC | 4 | 1 | 0.02% | 0.08% | 0.33% | Q3 2018 | Q1 2022 | 5 |
Financial Services Advisory Inc | 2 | 1 | 2.60% | 3.75% | 6.33% | Q1 2018 | Q3 2023 | 5 |
Stone House Investment Management, LLC | 5 | 5 | 0.23% | 0.37% | 0.59% | Q3 2018 | Q3 2019 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 3.14% | 3.37% | 3.76% | Q4 2021 | Q4 2022 | 5 |
First Command Advisory Services, Inc. | 4 | 1 | 0.00% | 5.43% | 17.14% | Q2 2022 | Q3 2023 | 5 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 1 | 0.06% | 0.53% | 1.12% | Q4 2021 | Q3 2023 | 5 |
Callan Capital, LLC | 5 | 5 | 0.06% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Parisi Gray Wealth Management | 4 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2021 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 1.68% | 2.62% | 5.26% | Q4 2020 | Q3 2023 | 5 |
TD Waterhouse Canada Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Goodman Advisory Group, LLC | 4 | 1 | 0.00% | 2.58% | 12.53% | Q1 2022 | Q3 2023 | 5 |
Strategic Wealth Partners, Ltd. | 5 | 5 | 0.00% | 0.55% | 2.68% | Q3 2018 | Q3 2019 | 5 |
TD Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
OPPENHEIMER & CO INC | 4 | 1 | 0.01% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 5 |
Avantax Planning Partners, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 5 |
Wealthquest Corp | 5 | 5 | 0.81% | 1.21% | 1.50% | Q4 2018 | Q4 2019 | 5 |
Rise Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.03% | 0.13% | 0.26% | Q3 2021 | Q3 2022 | 5 |
Kovack Advisors, Inc. | 5 | 5 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q1 2020 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.65% | 0.74% | 0.89% | Q4 2021 | Q4 2022 | 5 |
Financial Management Professionals, Inc. | 5 | 5 | 0.00% | 0.40% | 1.02% | Q3 2022 | Q3 2023 | 5 |
Intergy Private Wealth, LLC | 5 | 5 | 2.69% | 2.94% | 3.53% | Q3 2022 | Q3 2023 | 5 |
Parcion Private Wealth LLC | 5 | 5 | 0.02% | 0.18% | 0.33% | Q1 2022 | Q1 2023 | 5 |
Prosperity Planning, Inc. | 5 | 5 | 0.30% | 0.36% | 0.39% | Q3 2022 | Q3 2023 | 5 |
Activest Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Gibson Wealth Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q4 2015 | 5 |
SigFig Wealth Management, LLC | 3 | 1 | 0.07% | 0.28% | 0.49% | Q3 2020 | Q3 2023 | 5 |
Black Swift Group, LLC | 3 | 2 | 0.14% | 4.66% | 11.60% | Q3 2019 | Q3 2023 | 5 |
Advisory Resource Group | 4 | 1 | 0.59% | 0.99% | 1.45% | Q4 2018 | Q3 2020 | 5 |
Weaver Consulting Group | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 4 | 0.00% | 0.08% | 0.24% | Q1 2022 | Q4 2022 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 0.40% | 0.43% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
INVESTMENT PARTNERS, LTD. | 4 | 4 | 0.09% | 0.09% | 0.10% | Q2 2021 | Q1 2022 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.19% | 0.25% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 8.08% | 8.67% | 9.19% | Q4 2022 | Q3 2023 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.01% | 0.18% | 0.33% | Q2 2018 | Q1 2019 | 4 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.04% | 0.18% | 0.55% | Q2 2019 | Q3 2020 | 4 |
MARSHALL WACE, LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
Magnus Financial Group LLC | 4 | 4 | 1.24% | 1.26% | 1.28% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Onyx Bridge Wealth Group LLC | 4 | 4 | 0.37% | 0.47% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.12% | 0.19% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Soltis Investment Advisors LLC | 4 | 4 | 0.22% | 0.25% | 0.31% | Q4 2022 | Q3 2023 | 4 |
SFMG, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 0.58% | 0.72% | 0.86% | Q4 2021 | Q3 2022 | 4 |
Claraphi Advisory Network, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q2 2022 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.32% | 0.32% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Global Financial Private Capital, Inc | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2018 | 4 |
Edge Capital Group, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
OPTIMUM INVESTMENT ADVISORS | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q1 2015 | 4 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Avidian Wealth Solutions, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Trek Financial, LLC | 4 | 4 | 0.04% | 0.23% | 0.33% | Q4 2018 | Q3 2019 | 4 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.10% | 0.21% | Q4 2019 | Q3 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.24% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Vestmark Advisory Solutions, Inc. | 3 | 1 | 0.03% | 0.20% | 0.39% | Q3 2019 | Q3 2022 | 4 |
Wellspring Financial Advisors, LLC | 4 | 4 | 0.74% | 1.69% | 2.06% | Q4 2022 | Q3 2023 | 4 |
Kozak & Associates, Inc. | 4 | 4 | 5.77% | 6.62% | 7.05% | Q4 2022 | Q3 2023 | 4 |
Pinion Investment Advisors, LLC | 4 | 4 | 0.79% | 0.97% | 1.15% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 0.63% | 0.65% | 0.69% | Q4 2022 | Q3 2023 | 4 |
PACIFIC FINANCIAL GROUP INC | 3 | 1 | 0.06% | 0.39% | 0.55% | Q2 2019 | Q3 2020 | 4 |
DGS Capital Management, LLC | 3 | 1 | 0.12% | 0.16% | 0.19% | Q1 2022 | Q1 2023 | 4 |
20/20 Capital Management, Inc. | 4 | 4 | 0.55% | 2.09% | 2.70% | Q3 2020 | Q2 2021 | 4 |
Crescent Sterling, Ltd. | 4 | 4 | 0.50% | 0.56% | 0.62% | Q4 2022 | Q3 2023 | 4 |
SageGuard Financial Group, LLC | 4 | 4 | 0.20% | 1.36% | 4.80% | Q4 2020 | Q3 2021 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.05% | 0.12% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Strategies Wealth Advisors, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Davidson Capital Management Inc. | 4 | 4 | 0.00% | 2.60% | 8.82% | Q1 2022 | Q4 2022 | 4 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 4 | 4 | 4.02% | 4.81% | 5.43% | Q4 2022 | Q3 2023 | 4 |
RE Dickinson Investment Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 4 |
Beaird Harris Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.08% | 0.18% | 0.41% | Q1 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 1.56% | 1.63% | 1.77% | Q4 2022 | Q3 2023 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.00% | 0.03% | 0.09% | Q2 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AIFG Consultants Ltd. | 4 | 4 | 0.44% | 2.69% | 7.97% | Q4 2022 | Q3 2023 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 6.60% | 9.17% | 10.39% | Q4 2022 | Q3 2023 | 4 |
Retirement Solution Inc. | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
SkyOak Wealth, LLC | 4 | 4 | 0.43% | 0.52% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 1.53% | 1.81% | 2.15% | Q4 2022 | Q3 2023 | 4 |
MISSION WEALTH MANAGEMENT, LP | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Schechter Investment Advisors, LLC | 4 | 4 | 0.02% | 0.09% | 0.13% | Q1 2022 | Q4 2022 | 4 |
WBI INVESTMENTS, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q1 2022 | 4 |
FineMark National Bank & Trust | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Smith Anglin Financial, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
First Command Bank | 3 | 1 | 0.01% | 2.78% | 5.45% | Q1 2022 | Q2 2023 | 4 |
Smith & Howard Wealth Management, LLC | 4 | 4 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q2 2017 | 4 |
Diversified, LLC | 2 | 1 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 4 | 0.03% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Hilltop Partners LLC | 4 | 4 | 1.46% | 5.69% | 10.74% | Q4 2022 | Q3 2023 | 4 |
Rooted Wealth Advisors, Inc. | 4 | 4 | 3.74% | 3.96% | 4.43% | Q4 2022 | Q3 2023 | 4 |
BRIGHTON JONES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Resource Planning Group | 4 | 4 | 0.14% | 0.16% | 0.19% | Q2 2019 | Q1 2020 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.56% | 0.63% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Addison Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Cordatus Wealth Management LLC | 3 | 1 | 2.29% | 7.89% | 18.00% | Q1 2022 | Q3 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 1.11% | 1.53% | 2.00% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 5.90% | 6.26% | 6.41% | Q4 2022 | Q3 2023 | 4 |
Pathway Financial Advisors LLC | 4 | 4 | 0.07% | 0.11% | 0.15% | Q4 2021 | Q3 2022 | 4 |
Advisor Resource Council | 3 | 1 | 0.04% | 0.13% | 0.24% | Q2 2021 | Q2 2022 | 4 |
First Ascent Asset Management, LLC | 4 | 4 | 0.38% | 0.48% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Winthrop Advisory Group LLC | 4 | 4 | 0.32% | 0.33% | 0.35% | Q4 2022 | Q3 2023 | 4 |
VANCE WEALTH, INC. | 4 | 4 | 0.93% | 0.98% | 1.07% | Q4 2022 | Q3 2023 | 4 |
StoneX Group Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.34% | 0.36% | 0.37% | Q4 2022 | Q3 2023 | 4 |
B.O.S.S. Retirement Advisors, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q4 2023 | 4 |
HHM Wealth Advisors, LLC | 4 | 4 | 0.07% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
WNY Asset Management, LLC | 4 | 4 | 0.14% | 0.23% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Arden Trust Co | 4 | 4 | 2.72% | 3.15% | 3.56% | Q1 2023 | Q4 2023 | 4 |
Hobart Private Capital, LLC | 4 | 4 | 0.10% | 0.43% | 1.33% | Q4 2022 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Summit Trail Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 4 |
Pensionmark Financial Group, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q1 2022 | 4 |
Consolidated Planning Corp | 4 | 4 | 0.08% | 0.39% | 0.70% | Q2 2022 | Q1 2023 | 4 |
One Day In July LLC | 4 | 4 | 0.84% | 0.89% | 0.93% | Q4 2022 | Q3 2023 | 4 |
Optas, LLC | 4 | 4 | 0.24% | 2.44% | 6.34% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 1.89% | 2.35% | 3.18% | Q4 2021 | Q3 2022 | 4 |
LWMG, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Financial Architects, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
TLWM | 4 | 4 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q1 2022 | 4 |
First Command Financial Services, Inc. | 3 | 1 | 0.01% | 2.78% | 5.45% | Q1 2022 | Q2 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.11% | 0.14% | 0.21% | Q4 2022 | Q3 2023 | 4 |
DENVER WEALTH MANAGEMENT, INC. | 4 | 4 | 2.82% | 3.02% | 3.16% | Q4 2022 | Q3 2023 | 4 |
Presidio Capital Management, LLC | 3 | 1 | 0.40% | 1.00% | 1.32% | Q1 2022 | Q2 2023 | 4 |
Shone Asset Management LLC | 4 | 4 | 15.24% | 16.33% | 16.96% | Q1 2020 | Q4 2020 | 4 |
Legacy CG, LLC | 4 | 4 | 0.56% | 0.62% | 0.66% | Q1 2022 | Q4 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.37% | 1.43% | Q4 2022 | Q3 2023 | 4 |
Tilson Financial Group, Inc. | 4 | 4 | 1.01% | 1.38% | 2.37% | Q4 2022 | Q3 2023 | 4 |
FIRST MANHATTAN CO. LLC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
JDM Financial Group LLC | 4 | 4 | 3.48% | 3.58% | 3.73% | Q4 2022 | Q3 2023 | 4 |
Wechter Feldman Wealth Management, Inc. | 4 | 4 | 0.16% | 0.18% | 0.22% | Q1 2019 | Q4 2019 | 4 |
Lifeworks Advisors, LLC | 3 | 1 | 0.14% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 3 |
CANANDAIGUA NATIONAL CORP | 2 | 1 | 1.23% | 1.65% | 2.24% | Q2 2020 | Q3 2022 | 3 |
CapWealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.06% | 0.13% | Q1 2019 | Q4 2019 | 3 |
ACUTE INVESTMENT ADVISORY, LLC | 3 | 3 | 0.86% | 8.99% | 15.92% | Q4 2021 | Q2 2022 | 3 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Geneva Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Stiles Financial Services Inc | 2 | 1 | 0.12% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Dana Investment Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.21% | 0.32% | 0.45% | Q1 2023 | Q3 2023 | 3 |
REGIMEN WEALTH, LLC | 3 | 3 | 2.36% | 2.43% | 2.52% | Q1 2023 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.05% | 0.08% | 0.09% | Q4 2019 | Q2 2020 | 3 |
BMS Financial Advisors, LLC | 1 | 1 | 8.41% | 8.55% | 8.63% | Q4 2021 | Q4 2022 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Tennessee Valley Asset Management Partners | 2 | 1 | 0.06% | 0.07% | 0.10% | Q4 2020 | Q2 2022 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.14% | 0.16% | 0.19% | Q1 2023 | Q3 2023 | 3 |
NATIXIS ADVISORS, L.P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
QCM Cayman, Ltd. | 2 | 1 | 0.53% | 0.84% | 1.27% | Q4 2020 | Q3 2021 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.15% | 0.20% | 0.31% | Q1 2023 | Q3 2023 | 3 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2 | 1 | 0.02% | 0.20% | 0.35% | Q1 2016 | Q4 2018 | 3 |
Buttonwood Financial Group, LLC | 3 | 3 | 4.47% | 5.09% | 5.72% | Q2 2023 | Q4 2023 | 3 |
Tidal Investments LLC | 2 | 1 | 0.03% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 3 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 3 | 3 | 0.20% | 0.21% | 0.21% | Q1 2020 | Q3 2020 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 1.68% | 2.37% | 2.76% | Q1 2023 | Q3 2023 | 3 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.06% | 0.35% | 0.89% | Q1 2017 | Q1 2022 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 3 |
WHITE PINE CAPITAL LLC | 3 | 3 | 0.36% | 0.41% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 4.83% | 5.51% | 5.90% | Q1 2023 | Q3 2023 | 3 |
Johanson Financial Advisors, Inc. | 2 | 1 | 0.06% | 0.16% | 0.28% | Q4 2019 | Q4 2021 | 3 |
WCG Wealth Advisors LLC | 2 | 1 | 0.05% | 0.08% | 0.13% | Q2 2022 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q3 2023 | 3 |
COWA, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 3 |
Empowered Funds, LLC | 2 | 1 | 0.10% | 0.59% | 1.40% | Q2 2020 | Q4 2021 | 3 |
Ancora Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CAHABA WEALTH MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Security Financial Services, INC. | 3 | 3 | 0.17% | 0.17% | 0.18% | Q1 2022 | Q3 2022 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 3 |
Stadion Money Management, LLC | 3 | 3 | 2.20% | 2.34% | 2.42% | Q2 2020 | Q4 2020 | 3 |
Vontobel Holding Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 0.57% | 0.80% | 1.24% | Q1 2022 | Q3 2022 | 3 |
STRINGER ASSET MANAGEMENT, LLC | 2 | 1 | 2.93% | 3.76% | 4.24% | Q3 2019 | Q1 2022 | 3 |
TORONTO DOMINION BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Wall Capital Group, Inc. | 3 | 3 | 0.61% | 3.58% | 5.55% | Q1 2023 | Q3 2023 | 3 |
Integrity Advisory, LLC | 3 | 3 | 3.32% | 3.36% | 3.41% | Q1 2022 | Q3 2022 | 3 |
Family Management Corp | 2 | 1 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q4 2021 | 3 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 3 |
Bleakley Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Stuart Chaussee & Associates, Inc. | 3 | 3 | 0.10% | 0.43% | 0.67% | Q2 2018 | Q4 2018 | 3 |
SageView Advisory Group, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Horizons Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.06% | 0.12% | 0.21% | Q3 2021 | Q1 2023 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q2 2018 | 3 |
Arcadia Wealth Management, LLC | 3 | 3 | 0.17% | 0.20% | 0.24% | Q1 2023 | Q3 2023 | 3 |
D. SCOTT NEAL, INC. | 2 | 1 | 0.88% | 3.07% | 4.53% | Q3 2018 | Q1 2022 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2016 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.23% | 0.46% | 0.59% | Q1 2023 | Q3 2023 | 3 |
Cardan Capital Partners, LLC | 3 | 3 | 1.02% | 1.05% | 1.08% | Q1 2018 | Q3 2018 | 3 |
Michael S. Ryan, Inc. | 3 | 3 | 3.56% | 3.61% | 3.66% | Q2 2023 | Q4 2023 | 3 |
Freestate Advisors LLC | 3 | 3 | 16.67% | 20.00% | 21.89% | Q1 2021 | Q3 2021 | 3 |
New Republic Capital, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
BKS ADVISORS, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2018 | Q1 2019 | 3 |
FURE FINANCIAL CORP | 3 | 3 | 0.00% | 1.00% | 1.58% | Q3 2020 | Q1 2021 | 3 |
TOMPKINS FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
TrinityPoint Wealth, LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
LaSalle St. Investment Advisors, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Three Bridge Wealth Advisors, LLC | 3 | 3 | 0.45% | 0.46% | 0.47% | Q1 2023 | Q3 2023 | 3 |
LAKE STREET PRIVATE WEALTH, LLC | 3 | 3 | 0.04% | 0.12% | 0.17% | Q1 2022 | Q3 2022 | 3 |
MMA ASSET MANAGEMENT LLC | 3 | 3 | 6.94% | 7.55% | 8.50% | Q1 2023 | Q3 2023 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.03% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 3 |
Tyler-Stone Wealth Management | 2 | 1 | 0.24% | 0.25% | 0.26% | Q4 2022 | Q3 2023 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Julex Capital Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Laidlaw Wealth Management LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q1 2022 | 3 |
Destiny Capital Corp/CO | 3 | 3 | 13.57% | 14.41% | 15.56% | Q4 2022 | Q2 2023 | 3 |
FIRST HORIZON CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
ROCKY MOUNTAIN ADVISERS, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Momentum Advisors, LLC | 3 | 3 | 2.60% | 3.16% | 3.54% | Q2 2022 | Q4 2022 | 3 |
OneAscent Financial Services LLC | 2 | 1 | 0.05% | 1.24% | 2.06% | Q2 2022 | Q3 2023 | 3 |
Journey Advisory Group, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
WMS Partners, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Stephens Consulting, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Psagot Value Holdings Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
WEALTHSOURCE PARTNERS, LLC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q1 2022 | 3 |
Delta Dental Plan of Michigan, Inc. | 3 | 3 | 6.22% | 6.72% | 6.98% | Q4 2017 | Q2 2018 | 3 |
AMJ Financial Wealth Management | 1 | 1 | 0.14% | 0.42% | 0.69% | Q4 2019 | Q4 2021 | 3 |
CHANNEL WEALTH LLC | 3 | 3 | 0.13% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
BALASA DINVERNO & FOLTZ LLC | 3 | 3 | 0.02% | 0.08% | 0.12% | Q1 2022 | Q3 2022 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.55% | 0.60% | 0.67% | Q4 2021 | Q2 2022 | 3 |
GODSEY & GIBB, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Allen Capital Group, LLC | 2 | 2 | 0.35% | 0.36% | 0.37% | Q3 2019 | Q4 2019 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.43% | 0.47% | 0.52% | Q3 2022 | Q4 2022 | 2 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.22% | 0.29% | 0.36% | Q4 2022 | Q1 2023 | 2 |
GRAND WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
TTP Investments, Inc. | 2 | 2 | 12.92% | 13.13% | 13.33% | Q1 2019 | Q2 2019 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.11% | 0.21% | Q1 2018 | Q3 2023 | 2 |
PFS Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 0.25% | 5.57% | 10.88% | Q3 2021 | Q2 2023 | 2 |
Snider Financial Group | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
DAGCO, INC. | 2 | 2 | 0.15% | 2.11% | 4.08% | Q2 2023 | Q3 2023 | 2 |
Olistico Wealth, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Latitude Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.07% | 0.14% | Q2 2023 | Q3 2023 | 2 |
GILL CAPITAL PARTNERS, LLC | 1 | 1 | 0.09% | 0.11% | 0.12% | Q4 2020 | Q4 2021 | 2 |
Systelligence, LLC | 2 | 2 | 1.90% | 5.15% | 8.40% | Q1 2020 | Q2 2020 | 2 |
Bernardo Wealth Planning LLC | 2 | 2 | 0.15% | 0.22% | 0.29% | Q3 2019 | Q4 2019 | 2 |
YorkBridge Wealth Partners, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q1 2017 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
SWMG, LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q2 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.27% | 0.60% | 0.93% | Q2 2018 | Q2 2019 | 2 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
KM Capital Management Ltd. | 2 | 2 | 2.96% | 3.14% | 3.32% | Q2 2023 | Q3 2023 | 2 |
Bell Rock Capital LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.18% | 0.38% | 0.57% | Q2 2023 | Q3 2023 | 2 |
Prentice Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
FundX Investment Group, LLC | 2 | 2 | 0.15% | 0.28% | 0.40% | Q3 2021 | Q4 2021 | 2 |
Sterling Manor Financial, LLC | 2 | 2 | 4.82% | 5.43% | 6.05% | Q2 2023 | Q3 2023 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Bill Few Associates, Inc. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Private Wealth Group, LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q3 2020 | Q4 2020 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Asset Allocation Strategies LLC | 2 | 2 | 1.62% | 1.64% | 1.66% | Q2 2023 | Q3 2023 | 2 |
Gainplan LLC | 2 | 2 | 0.14% | 0.17% | 0.19% | Q1 2023 | Q2 2023 | 2 |
CHOREO, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PCA Investment Advisory Services Inc. | 2 | 2 | 0.08% | 0.12% | 0.16% | Q1 2023 | Q2 2023 | 2 |
Indie Asset Partners, LLC | 2 | 2 | 1.44% | 1.47% | 1.50% | Q4 2019 | Q1 2020 | 2 |
Kohmann Bosshard Financial Services, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2020 | Q3 2020 | 2 |
Vawter Financial, Ltd. | 2 | 2 | 0.36% | 0.36% | 0.37% | Q2 2023 | Q3 2023 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Azimuth Capital Management LLC | 1 | 1 | 0.04% | 0.50% | 0.95% | Q4 2018 | Q4 2021 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 2 |
HAP Trading, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Western Pacific Wealth Management, LP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Auour Investments LLC | 2 | 2 | 1.75% | 1.77% | 1.79% | Q2 2023 | Q3 2023 | 2 |
Parker Investment Management, LLC | 1 | 1 | 2.01% | 4.98% | 7.95% | Q1 2022 | Q3 2022 | 2 |
Surevest, LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2019 | Q1 2020 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.11% | 0.15% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Stewardship Advisors, LLC | 2 | 2 | 0.43% | 0.57% | 0.70% | Q4 2019 | Q1 2020 | 2 |
PINNACLE ASSOCIATES LTD | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Ironwood Financial, llc | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Venturi Wealth Management, LLC | 1 | 1 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Equius Partners, Inc. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q4 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
ACIMA PRIVATE WEALTH, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q4 2019 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 2 | 2 | 0.59% | 2.26% | 3.93% | Q3 2020 | Q4 2020 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Maltin Wealth Management, Inc. | 2 | 2 | 0.30% | 0.33% | 0.36% | Q4 2019 | Q1 2020 | 2 |
IMPACTfolio, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q2 2023 | 2 |
Copperwynd Financial, LLC | 2 | 2 | 1.54% | 1.75% | 1.97% | Q3 2018 | Q4 2018 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CARDIFF PARK ADVISORS, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q2 2022 | 2 |
Abbrea Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
1st Global Advisors, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q2 2017 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.07% | 0.11% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
TITLEIST CAPITAL, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Topel & Distasi Wealth Management, LLC | 2 | 2 | 1.46% | 1.50% | 1.55% | Q4 2021 | Q1 2022 | 2 |
NWAM LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q2 2023 | Q3 2023 | 2 |
XR Securities LLC | 2 | 2 | 5.55% | 6.04% | 6.53% | Q4 2017 | Q1 2018 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.51% | 0.52% | 0.54% | Q4 2022 | Q1 2023 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
CMH Wealth Management LLC | 2 | 2 | 2.48% | 2.56% | 2.64% | Q3 2019 | Q4 2019 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
WASHINGTON TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TFB Advisors LLC | 2 | 2 | 0.26% | 0.56% | 0.86% | Q2 2023 | Q3 2023 | 2 |
FIDUCIARY SERVICES CORP/GA | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2014 | Q1 2015 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Ergoteles LLC | 1 | 1 | 0.10% | 0.13% | 0.16% | Q2 2021 | Q2 2023 | 2 |
Retirement Planning Group, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.06% | 0.27% | 0.47% | Q2 2018 | Q4 2021 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.83% | 0.84% | 0.85% | Q2 2023 | Q3 2023 | 2 |
Heritage Wealth Advisors | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Allegis Investment Advisors, LLC | 2 | 2 | 5.25% | 5.94% | 6.63% | Q4 2017 | Q1 2018 | 2 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2022 | 2 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.46% | 0.92% | Q4 2021 | Q4 2022 | 2 |
Red Door Wealth Management, LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q1 2021 | Q2 2021 | 2 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Sage Financial Management Group, Inc. | 2 | 2 | 4.52% | 25.05% | 45.57% | Q2 2023 | Q3 2023 | 2 |
BTC Capital Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Aspen Investment Management Inc | 2 | 2 | 1.06% | 1.33% | 1.59% | Q2 2023 | Q3 2023 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 1.96% | 2.06% | 2.15% | Q4 2021 | Q1 2022 | 2 |
AJ WEALTH STRATEGIES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 2 |
Caption Management, LLC | 1 | 1 | 0.04% | 0.24% | 0.44% | Q3 2020 | Q3 2020 | 2 |
Novak Financial Planning, LLC | 2 | 2 | 0.14% | 0.49% | 0.83% | Q1 2021 | Q2 2021 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 2 |
Triumph Capital Management | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Financial Consulate Inc. | 1 | 1 | 6.18% | 6.18% | 6.18% | Q2 2021 | Q2 2021 | 1 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
tru Independence LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2021 | Q1 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2021 | Q4 2021 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Choate Investment Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Outlook Wealth Advisors, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2021 | Q3 2021 | 1 |
Clarkston Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
BLB&B Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AMI ASSET MANAGEMENT CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Center For Asset Management LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2021 | Q3 2021 | 1 |
Quaker Wealth Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2019 | Q4 2019 | 1 |
Summit X, LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2023 | Q3 2023 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Blankinship & Foster, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Sawyer & Company, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FOREFRONT WEALTH MANAGEMENT INC. | 1 | 1 | 1.94% | 1.94% | 1.94% | Q4 2021 | Q4 2021 | 1 |
Gunma Bank,Ltd. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2021 | Q1 2021 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2020 | Q3 2020 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Arbor Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
SILVERLAKE WEALTH MANAGEMENT LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Vantage Financial Partners Ltd., Inc. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2022 | Q4 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q3 2022 | 1 |
NORTHSTAR WEALTH PARTNERS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Lumina Fund Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q1 2023 | Q1 2023 | 1 |
Vertex Planning Partners, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2019 | Q1 2019 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ascent Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Intersect Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Carter Financial Group, INC. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2022 | Q1 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Altman Advisors, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 1.86% | 1.86% | 1.86% | Q3 2023 | Q3 2023 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Helen Stephens Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
ELLERSON GROUP INC /ADV | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
17 CAPITAL PARTNERS, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2021 | Q4 2021 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TFG Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2022 | Q4 2022 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Riverview Trust Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Running Oak Capital LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
WealthStone, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Berkeley Capital Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Smart Money Group LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2018 | Q4 2018 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
United Community Bank | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Leisure Capital Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Marks Group Wealth Management, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Naviter Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Tenret Co LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
WARNER FINANCIAL, INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
William Allan Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Avitas Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Azimuth Capital Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Planning Solutions Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
Cobblestone Asset Management LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q3 2023 | Q3 2023 | 1 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2020 | Q1 2020 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
BROWN WEALTH MANAGEMENT, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
LOCKERMAN FINANCIAL GROUP, INC. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2021 | Q4 2021 | 1 |
Insight Inv LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Lombard Odier & Cie (Bahamas) Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Plan Group Financial, LLC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q2 2023 | Q2 2023 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DOCK STREET ASSET MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
ARS Wealth Advisors Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2021 | Q4 2021 | 1 |
Thrive Wealth Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2022 | Q1 2022 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Americana Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Compass Financial Group, Inc. | 1 | 1 | 3.14% | 3.14% | 3.14% | Q3 2023 | Q3 2023 | 1 |
Jordan Park Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
ETFIDEA, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Wealth Management Group, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2016 | Q1 2016 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sightline Wealth Advisors, LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q3 2023 | Q3 2023 | 1 |
BAILARD, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 12.47% | 12.47% | 12.47% | Q3 2023 | Q3 2023 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Main Street Research LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 9.75% | 9.75% | 9.75% | Q4 2022 | Q4 2022 | 1 |
Retireful, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Torch Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Mayfair Advisory Group, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2019 | Q4 2019 | 1 |
MOULTON WEALTH MANAGEMENT, INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q4 2019 | 1 |
Dentgroup LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Scarborough Advisors, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
Clarity Financial LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 23.62% | 23.62% | 23.62% | Q4 2022 | Q4 2022 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2017 | Q4 2017 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
FCG ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
ADE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Pointe Capital Management LLC | 1 | 1 | 2.98% | 2.98% | 2.98% | Q4 2016 | Q4 2016 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Rinkey Investments | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Model Capital Management LLC | 1 | 1 | 7.94% | 7.94% | 7.94% | Q3 2020 | Q3 2020 | 1 |
SAGE RHINO CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Atlas Wealth LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Cornell Pochily Investment Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Astor Investment Management LLC | 1 | 1 | 7.77% | 7.77% | 7.77% | Q3 2021 | Q3 2021 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 15.84% | 15.84% | 15.84% | Q3 2023 | Q3 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Acropolis Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.