Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Tortoise Investment Management, LLC | 44 | 44 | 0.00% | 0.69% | 5.68% | Q4 2012 | Q3 2023 | 44 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.02% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.15% | 0.52% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.05% | 0.49% | 1.05% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.01% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.07% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Valmark Advisers, Inc. | 42 | 42 | 1.89% | 3.25% | 4.55% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.04% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
SHEETS SMITH WEALTH MANAGEMENT | 21 | 21 | 0.03% | 0.17% | 0.37% | Q1 2013 | Q3 2023 | 42 |
FCA CORP /TX | 42 | 42 | 0.45% | 1.72% | 2.95% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 42 | 42 | 0.03% | 0.24% | 1.00% | Q2 2013 | Q3 2023 | 42 |
STALEY CAPITAL ADVISERS INC | 42 | 42 | 0.15% | 0.29% | 0.50% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 41 | 41 | 0.06% | 0.29% | 0.86% | Q2 2013 | Q2 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.20% | 1.17% | Q3 2013 | Q3 2023 | 41 |
US BANCORP \DE\ | 41 | 41 | 0.01% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 41 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 41 | 41 | 0.11% | 0.30% | 0.89% | Q3 2013 | Q3 2023 | 41 |
GOLDMAN SACHS GROUP INC | 41 | 41 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 41 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40 | 40 | 0.42% | 3.31% | 7.60% | Q4 2013 | Q3 2023 | 40 |
TIEMANN INVESTMENT ADVISORS, LLC | 40 | 40 | 0.14% | 0.26% | 0.59% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.01% | 0.08% | 0.31% | Q4 2013 | Q3 2023 | 40 |
PINNACLE ASSOCIATES LTD | 40 | 40 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 40 |
SNS Financial Group, LLC | 32 | 8 | 0.05% | 0.38% | 1.20% | Q1 2013 | Q3 2023 | 40 |
GOULD ASSET MANAGEMENT LLC /CA/ | 22 | 5 | 0.12% | 0.24% | 0.94% | Q2 2013 | Q3 2023 | 40 |
SMITH, MOORE & CO. | 40 | 40 | 0.07% | 0.14% | 0.27% | Q4 2013 | Q3 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 36 | 3 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 39 |
Gemmer Asset Management LLC | 39 | 39 | 2.42% | 4.03% | 5.56% | Q1 2014 | Q3 2023 | 39 |
ATWOOD & PALMER INC | 38 | 38 | 0.00% | 0.34% | 1.09% | Q2 2014 | Q3 2023 | 38 |
Bank of New York Mellon Corp | 30 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
JPMORGAN CHASE & CO | 38 | 38 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 38 |
BAILARD, INC. | 31 | 6 | 0.02% | 0.77% | 3.23% | Q2 2014 | Q3 2023 | 37 |
CITIGROUP INC | 22 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
FIFTH THIRD BANCORP | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
Beaumont Financial Partners, LLC | 37 | 37 | 0.02% | 0.51% | 1.37% | Q3 2013 | Q3 2022 | 37 |
NAPLES GLOBAL ADVISORS, LLC | 36 | 36 | 0.06% | 0.23% | 0.49% | Q4 2014 | Q3 2023 | 36 |
NOTTINGHAM ADVISORS, INC. | 36 | 36 | 0.05% | 0.25% | 1.32% | Q4 2014 | Q3 2023 | 36 |
Marquette Asset Management, LLC | 36 | 36 | 0.02% | 0.23% | 0.48% | Q2 2013 | Q1 2022 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
Baystate Wealth Management LLC | 36 | 36 | 0.63% | 6.10% | 14.60% | Q4 2014 | Q3 2023 | 36 |
PARSONS CAPITAL MANAGEMENT INC/RI | 35 | 35 | 0.14% | 0.26% | 0.44% | Q1 2015 | Q3 2023 | 35 |
Creative Planning | 17 | 8 | 0.00% | 0.08% | 0.83% | Q2 2013 | Q3 2023 | 35 |
Windsor Capital Management, LLC | 23 | 3 | 0.10% | 1.69% | 3.83% | Q2 2013 | Q3 2023 | 35 |
Argent Trust Co | 35 | 35 | 0.04% | 0.17% | 0.48% | Q1 2015 | Q3 2023 | 35 |
STIFEL FINANCIAL CORP | 34 | 1 | 0.01% | 0.04% | 0.10% | Q1 2014 | Q3 2023 | 35 |
AlphaMark Advisors, LLC | 30 | 4 | 0.22% | 2.06% | 3.07% | Q1 2015 | Q3 2023 | 34 |
BLB&B Advisors, LLC | 34 | 34 | 0.06% | 0.52% | 0.91% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.06% | 0.17% | 0.30% | Q2 2015 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 18 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 33 |
MCF Advisors LLC | 19 | 5 | 0.00% | 0.59% | 4.16% | Q3 2014 | Q3 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.05% | 0.16% | 0.64% | Q2 2015 | Q2 2023 | 33 |
BANK OF MONTREAL /CAN/ | 21 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 33 |
DELTA ASSET MANAGEMENT LLC/TN | 32 | 32 | 0.00% | 0.42% | 0.84% | Q4 2015 | Q3 2023 | 32 |
Eagle Ridge Investment Management | 32 | 32 | 0.64% | 2.04% | 3.37% | Q3 2015 | Q2 2023 | 32 |
Capital Investment Services of America, Inc. | 32 | 32 | 0.19% | 0.39% | 0.65% | Q4 2015 | Q3 2023 | 32 |
HM PAYSON & CO | 19 | 13 | 0.01% | 0.08% | 0.15% | Q3 2015 | Q3 2023 | 32 |
Advisors Preferred, LLC | 31 | 1 | 0.32% | 2.55% | 27.29% | Q4 2013 | Q2 2022 | 32 |
Cetera Advisors LLC | 30 | 1 | 0.02% | 0.05% | 0.13% | Q2 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.13% | 0.56% | Q1 2016 | Q3 2023 | 31 |
SeaBridge Investment Advisors LLC | 31 | 31 | 0.26% | 1.04% | 2.11% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.13% | Q4 2015 | Q3 2023 | 31 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.10% | 0.81% | Q2 2013 | Q3 2023 | 31 |
Snowden Capital Advisors LLC | 22 | 8 | 0.02% | 0.04% | 0.11% | Q1 2016 | Q3 2023 | 30 |
DEUTSCHE BANK AG\ | 24 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 30 |
3D ASSET MANAGEMENT, INC | 30 | 30 | 0.10% | 2.22% | 6.54% | Q2 2013 | Q3 2020 | 30 |
CAPTRUST FINANCIAL ADVISORS | 26 | 1 | 0.00% | 0.03% | 0.16% | Q4 2014 | Q3 2023 | 30 |
Janney Montgomery Scott LLC | 28 | 2 | 0.00% | 0.52% | 0.89% | Q3 2014 | Q3 2023 | 30 |
Capital Advisors, Ltd. LLC | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
TCI Wealth Advisors, Inc. | 15 | 15 | 0.00% | 0.05% | 0.16% | Q1 2013 | Q1 2023 | 30 |
BOSTON FINANCIAL MANGEMENT LLC | 30 | 30 | 0.13% | 0.91% | 2.17% | Q2 2016 | Q3 2023 | 30 |
Brinker Capital Investments, LLC | 27 | 3 | 0.00% | 0.28% | 0.93% | Q2 2013 | Q4 2022 | 30 |
CABOT WEALTH MANAGEMENT INC | 23 | 1 | 0.04% | 1.47% | 3.40% | Q4 2014 | Q3 2023 | 29 |
Cottage Street Advisors LLC | 22 | 3 | 0.00% | 3.38% | 6.97% | Q1 2016 | Q3 2023 | 29 |
First Horizon Advisors, Inc. | 24 | 5 | 0.00% | 1.12% | 2.40% | Q4 2015 | Q3 2023 | 29 |
CONNING INC. | 29 | 29 | 0.01% | 0.21% | 0.67% | Q2 2016 | Q2 2023 | 29 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 28 | 28 | 0.02% | 0.42% | 0.74% | Q4 2016 | Q3 2023 | 28 |
OPTIMUM INVESTMENT ADVISORS | 18 | 3 | 0.01% | 0.14% | 0.36% | Q3 2013 | Q4 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.99% | 1.86% | 3.47% | Q4 2016 | Q3 2023 | 28 |
Migdal Insurance & Financial Holdings Ltd. | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Bridgeworth, LLC | 28 | 28 | 0.05% | 3.08% | 10.05% | Q4 2016 | Q3 2023 | 28 |
WestEnd Advisors, LLC | 26 | 1 | 0.00% | 1.73% | 3.54% | Q4 2016 | Q3 2023 | 27 |
MASSMUTUAL TRUST CO FSB/ADV | 25 | 2 | 0.05% | 0.12% | 0.46% | Q2 2014 | Q4 2023 | 27 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.02% | 0.12% | Q3 2014 | Q3 2023 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
LGL PARTNERS, LLC | 27 | 27 | 0.03% | 0.38% | 1.26% | Q4 2015 | Q2 2022 | 27 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 18 | 4 | 0.00% | 0.03% | 0.17% | Q2 2016 | Q3 2023 | 27 |
Stadion Money Management, LLC | 27 | 27 | 0.03% | 1.26% | 10.69% | Q4 2015 | Q2 2022 | 27 |
RiverFront Investment Group, LLC | 19 | 8 | 0.02% | 1.32% | 6.19% | Q1 2014 | Q3 2023 | 27 |
Cetera Advisor Networks LLC | 16 | 11 | 0.01% | 0.07% | 0.23% | Q3 2016 | Q3 2023 | 27 |
Gradient Investments LLC | 24 | 3 | 0.00% | 1.45% | 4.28% | Q3 2016 | Q3 2023 | 27 |
Asset Planning Services, Ltd. | 27 | 27 | 3.75% | 7.11% | 11.96% | Q2 2015 | Q4 2021 | 27 |
Vontobel Swiss Wealth Advisors AG | 27 | 27 | 0.40% | 1.79% | 3.28% | Q4 2014 | Q2 2021 | 27 |
Stratford Consulting, LLC | 16 | 11 | 0.17% | 0.33% | 0.71% | Q2 2013 | Q1 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q4 2019 | 27 |
S. R. Schill & Associates | 20 | 6 | 0.09% | 2.53% | 8.46% | Q4 2014 | Q1 2022 | 26 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 25 | 1 | 0.00% | 0.03% | 0.19% | Q2 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.05% | 0.54% | Q2 2017 | Q3 2023 | 26 |
Founders Capital Management | 13 | 13 | 0.02% | 0.27% | 0.35% | Q1 2017 | Q4 2023 | 26 |
HUNTINGTON NATIONAL BANK | 21 | 1 | 0.00% | 0.46% | 0.81% | Q3 2013 | Q3 2023 | 26 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.03% | 0.42% | 1.01% | Q1 2017 | Q3 2023 | 26 |
DEARBORN PARTNERS LLC | 26 | 26 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2019 | 26 |
CWM, LLC | 13 | 2 | 0.00% | 0.02% | 0.21% | Q3 2015 | Q3 2023 | 26 |
REILLY FINANCIAL ADVISORS, LLC | 25 | 1 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q4 2021 | 26 |
Continuum Advisory, LLC | 16 | 9 | 0.11% | 0.60% | 0.91% | Q1 2017 | Q3 2023 | 25 |
Hirtle Callaghan & Co LLC | 25 | 25 | 0.41% | 8.06% | 12.16% | Q3 2017 | Q3 2023 | 25 |
Bray Capital Advisors | 23 | 2 | 0.00% | 0.01% | 0.07% | Q2 2015 | Q3 2023 | 25 |
New England Private Wealth Advisors LLC | 25 | 25 | 0.38% | 1.02% | 1.91% | Q4 2012 | Q4 2018 | 25 |
Martin Capital Partners, LLC | 25 | 25 | 1.83% | 2.62% | 3.17% | Q4 2017 | Q4 2023 | 25 |
STEPHENS INC /AR/ | 22 | 3 | 0.05% | 0.26% | 1.65% | Q2 2013 | Q3 2023 | 25 |
Atria Investments, Inc | 16 | 9 | 0.03% | 0.09% | 0.19% | Q4 2013 | Q3 2023 | 25 |
1834 INVESTMENT ADVISORS CO | 18 | 7 | 0.01% | 0.05% | 0.17% | Q3 2015 | Q1 2022 | 25 |
Baltimore-Washington Financial Advisors, Inc. | 21 | 4 | 0.01% | 0.35% | 0.73% | Q4 2013 | Q3 2023 | 25 |
SEI INVESTMENTS CO | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 6 | 0.00% | 0.06% | 0.14% | Q2 2017 | Q3 2023 | 24 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 11 | 1 | 0.00% | 0.21% | 0.90% | Q2 2014 | Q3 2023 | 24 |
Gibraltar Capital Management, Inc. | 24 | 24 | 0.39% | 1.44% | 2.27% | Q4 2016 | Q3 2022 | 24 |
Mascoma Wealth Management LLC | 12 | 12 | 1.47% | 3.48% | 7.35% | Q4 2016 | Q3 2023 | 24 |
OneDigital Investment Advisors LLC | 20 | 1 | 0.00% | 0.04% | 0.10% | Q2 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.14% | 0.41% | Q4 2017 | Q3 2023 | 24 |
All Terrain Financial Advisors, LLC | 24 | 24 | 0.28% | 1.27% | 2.57% | Q4 2017 | Q3 2023 | 24 |
Harel Insurance Investments & Financial Services Ltd. | 11 | 3 | 0.00% | 0.04% | 0.20% | Q1 2016 | Q3 2023 | 24 |
Winch Advisory Services, LLC | 20 | 4 | 0.01% | 0.93% | 10.77% | Q4 2015 | Q3 2023 | 24 |
Stratos Wealth Partners, LTD. | 23 | 1 | 0.01% | 0.05% | 0.14% | Q1 2015 | Q3 2023 | 24 |
PINNACLE FINANCIAL PARTNERS INC | 24 | 24 | 0.02% | 0.33% | 0.55% | Q4 2017 | Q3 2023 | 24 |
Mariner, LLC | 23 | 1 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q3 2023 | 24 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 2.38% | 3.01% | 3.98% | Q4 2017 | Q3 2023 | 24 |
Larson Financial Group LLC | 24 | 24 | 0.22% | 1.68% | 3.76% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
HSBC HOLDINGS PLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 24 |
Advocacy Wealth Management Services, LLC | 10 | 1 | 0.00% | 5.16% | 12.88% | Q2 2013 | Q3 2023 | 24 |
Compass Financial Group, Inc. | 24 | 24 | 0.64% | 8.37% | 15.04% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.08% | Q4 2017 | Q3 2023 | 24 |
SIGNET FINANCIAL MANAGEMENT, LLC | 24 | 24 | 0.04% | 0.48% | 1.43% | Q4 2017 | Q3 2023 | 24 |
Boston Standard Wealth Management, LLC | 22 | 2 | 0.47% | 0.63% | 1.49% | Q4 2017 | Q4 2023 | 24 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.04% | 0.21% | Q3 2015 | Q3 2023 | 24 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 24 |
BB&T SECURITIES, LLC | 24 | 24 | 0.01% | 0.24% | 0.71% | Q4 2013 | Q3 2019 | 24 |
WRAPMANAGER INC | 23 | 23 | 1.27% | 2.10% | 4.19% | Q1 2018 | Q3 2023 | 23 |
Kohmann Bosshard Financial Services, LLC | 20 | 1 | 0.11% | 0.33% | 0.89% | Q4 2016 | Q3 2023 | 23 |
MainStreet Investment Advisors LLC | 21 | 2 | 0.22% | 0.46% | 1.53% | Q4 2017 | Q3 2023 | 23 |
Brown Advisory Securities, LLC | 23 | 23 | 0.07% | 0.24% | 0.50% | Q4 2016 | Q2 2022 | 23 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 23 | 23 | 0.01% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 23 |
PALLADIUM PARTNERS LLC | 23 | 23 | 0.02% | 0.22% | 0.45% | Q3 2016 | Q1 2022 | 23 |
SeaCrest Wealth Management, LLC | 17 | 6 | 0.01% | 0.15% | 0.34% | Q4 2017 | Q3 2023 | 23 |
Litman Gregory Wealth Management LLC | 18 | 2 | 0.01% | 2.00% | 8.74% | Q3 2017 | Q3 2023 | 23 |
EAGLE GLOBAL ADVISORS LLC | 23 | 23 | 0.04% | 0.23% | 0.42% | Q1 2018 | Q3 2023 | 23 |
Horizon Kinetics | 23 | 23 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2018 | 23 |
Capital Analysts, LLC | 20 | 3 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 23 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.09% | 0.20% | Q2 2018 | Q3 2023 | 22 |
Occidental Asset Management, LLC | 22 | 22 | 0.34% | 6.39% | 10.32% | Q2 2018 | Q3 2023 | 22 |
WealthTrust-Arizona, LLC | 13 | 9 | 0.01% | 0.25% | 1.94% | Q2 2013 | Q4 2018 | 22 |
Belpointe Asset Management LLC | 18 | 4 | 0.02% | 0.07% | 0.24% | Q1 2018 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.00% | 0.10% | 0.76% | Q2 2018 | Q3 2023 | 22 |
AMG National Trust Bank | 19 | 3 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q4 2022 | 22 |
BlackRock Inc. | 14 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q4 2022 | 22 |
RiverGlades Family Offices LLC | 14 | 4 | 0.80% | 1.42% | 4.46% | Q4 2017 | Q3 2023 | 22 |
CAPITAL MANAGEMENT CORP /VA | 22 | 22 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q3 2018 | 22 |
Manning & Napier Group, LLC | 18 | 4 | 0.02% | 0.15% | 0.30% | Q1 2018 | Q3 2023 | 22 |
Gradient Capital Advisors, LLC | 22 | 22 | 0.25% | 0.60% | 0.98% | Q2 2018 | Q3 2023 | 22 |
PrairieView Partners, LLC | 22 | 22 | 0.06% | 0.16% | 0.44% | Q2 2018 | Q3 2023 | 22 |
Simmons Bank | 15 | 1 | 0.05% | 0.29% | 0.38% | Q1 2016 | Q3 2022 | 22 |
Probity Advisors, Inc. | 12 | 2 | 0.49% | 1.59% | 2.01% | Q4 2017 | Q3 2023 | 22 |
FMR LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
MUFG Americas Holdings Corp | 17 | 5 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q2 2020 | 22 |
Silver Lake Advisory, LLC | 21 | 1 | 0.24% | 2.21% | 3.21% | Q1 2018 | Q3 2023 | 22 |
Global Retirement Partners, LLC | 9 | 6 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 22 |
TIAA, FSB | 21 | 21 | 0.00% | 0.94% | 2.54% | Q2 2018 | Q2 2023 | 21 |
Willow Creek Wealth Management Inc. | 21 | 21 | 0.35% | 4.07% | 5.63% | Q3 2018 | Q3 2023 | 21 |
Ancora Advisors LLC | 18 | 1 | 0.00% | 0.03% | 0.05% | Q3 2015 | Q3 2023 | 21 |
Cornerstone Management, Inc. | 21 | 21 | 1.21% | 2.20% | 4.45% | Q3 2018 | Q3 2023 | 21 |
Catalyst Capital Advisors LLC | 21 | 21 | 0.01% | 0.02% | 0.06% | Q1 2017 | Q1 2022 | 21 |
RFG Advisory, LLC | 14 | 7 | 0.04% | 0.26% | 1.30% | Q4 2017 | Q3 2023 | 21 |
NORTHERN TRUST CORP | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2022 | 21 |
Dakota Wealth Management | 21 | 21 | 0.03% | 0.09% | 0.18% | Q3 2018 | Q3 2023 | 21 |
AE Wealth Management LLC | 21 | 21 | 0.01% | 0.14% | 0.46% | Q3 2018 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.14% | 0.40% | Q3 2018 | Q3 2023 | 21 |
Windham Capital Management, LLC | 21 | 21 | 1.55% | 3.78% | 6.08% | Q3 2018 | Q3 2023 | 21 |
Members Trust Co | 14 | 2 | 0.03% | 3.37% | 5.12% | Q2 2016 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.11% | 0.22% | 0.37% | Q1 2017 | Q3 2023 | 21 |
Arete Wealth Advisors, LLC | 18 | 2 | 0.05% | 0.11% | 0.27% | Q3 2018 | Q3 2023 | 20 |
Wellesley Investment Partners, LLC | 20 | 20 | 0.29% | 3.96% | 5.61% | Q4 2015 | Q3 2020 | 20 |
Cito Capital Group, LLC | 20 | 20 | 0.16% | 0.22% | 0.37% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.12% | 1.96% | 3.94% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 20 |
LexAurum Advisors, LLC | 19 | 1 | 0.10% | 0.43% | 2.36% | Q2 2018 | Q3 2023 | 20 |
First Allied Advisory Services, Inc. | 14 | 1 | 0.01% | 0.06% | 0.22% | Q4 2013 | Q3 2020 | 20 |
BESSEMER GROUP INC | 18 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.01% | 0.08% | 0.43% | Q1 2016 | Q4 2020 | 20 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 12 | 8 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 20 |
Eukles Asset Management | 20 | 20 | 1.73% | 2.25% | 2.94% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.03% | 0.17% | Q4 2017 | Q3 2022 | 20 |
Ausdal Financial Partners, Inc. | 20 | 20 | 0.07% | 0.19% | 0.32% | Q1 2018 | Q4 2022 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 20 |
WealthOne, LLC | 20 | 20 | 0.07% | 0.16% | 0.89% | Q4 2018 | Q3 2023 | 20 |
Quantitative Advantage, LLC | 18 | 2 | 0.34% | 1.73% | 4.91% | Q3 2013 | Q4 2019 | 20 |
Bellecapital International Ltd. | 20 | 20 | 0.07% | 0.16% | 0.28% | Q4 2018 | Q3 2023 | 20 |
RAYMOND JAMES TRUST N.A. | 18 | 2 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 20 |
HL FINANCIAL SERVICES LLC | 20 | 20 | 0.07% | 0.11% | 0.13% | Q2 2013 | Q1 2018 | 20 |
PFG Advisors | 15 | 5 | 0.03% | 0.18% | 0.60% | Q4 2017 | Q3 2023 | 20 |
TPG Financial Advisors, LLC | 20 | 20 | 0.34% | 8.88% | 19.42% | Q4 2018 | Q3 2023 | 20 |
Parallel Advisors, LLC | 17 | 1 | 0.00% | 0.15% | 1.10% | Q1 2017 | Q3 2023 | 20 |
TD Capital Management LLC | 17 | 3 | 0.01% | 0.04% | 0.06% | Q3 2014 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Integrated Wealth Concepts LLC | 19 | 19 | 0.01% | 0.04% | 0.13% | Q1 2019 | Q3 2023 | 19 |
Roundview Capital LLC | 19 | 19 | 0.12% | 0.20% | 0.30% | Q1 2019 | Q3 2023 | 19 |
BALDWIN BROTHERS LLC/MA | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 19 |
Greenwich Wealth Management LLC | 19 | 19 | 0.06% | 0.19% | 0.41% | Q1 2019 | Q3 2023 | 19 |
COURIER CAPITAL LLC | 19 | 19 | 0.03% | 0.25% | 0.65% | Q1 2019 | Q3 2023 | 19 |
StrategIQ Financial Group, LLC | 19 | 19 | 0.22% | 3.02% | 4.92% | Q1 2019 | Q3 2023 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.02% | 0.11% | 0.29% | Q1 2019 | Q3 2023 | 19 |
Wealthstar Advisors, LLC | 10 | 9 | 0.34% | 0.53% | 0.84% | Q1 2018 | Q3 2023 | 19 |
Sandy Spring Bank | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 19 |
Barrett Asset Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 19 |
M&T BANK CORP | 13 | 6 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q3 2023 | 19 |
DAVENPORT & Co LLC | 10 | 9 | 0.00% | 0.06% | 0.24% | Q3 2013 | Q3 2023 | 19 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 19 | 19 | 0.01% | 0.09% | 0.29% | Q2 2014 | Q4 2018 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.23% | 0.51% | 0.90% | Q1 2019 | Q3 2023 | 19 |
Financial Advocates Investment Management | 14 | 5 | 0.04% | 0.11% | 0.22% | Q4 2018 | Q3 2023 | 19 |
NEW ENGLAND ASSET MANAGEMENT INC | 19 | 19 | 0.05% | 0.06% | 0.07% | Q2 2018 | Q4 2022 | 19 |
Buckingham Capital Management, Inc. | 18 | 18 | 1.72% | 4.72% | 7.05% | Q2 2019 | Q3 2023 | 18 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 18 | 18 | 0.09% | 0.60% | 1.87% | Q2 2019 | Q3 2023 | 18 |
KEYBANK NATIONAL ASSOCIATION/OH | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 18 |
Princeton Portfolio Strategies Group LLC | 18 | 18 | 0.07% | 0.14% | 0.25% | Q1 2017 | Q2 2021 | 18 |
Jacobi Capital Management LLC | 18 | 18 | 0.00% | 0.18% | 0.27% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Great Point Wealth Advisors, LLC | 12 | 6 | 1.11% | 6.79% | 17.39% | Q4 2018 | Q3 2023 | 18 |
Financial Enhancement Group LLC | 18 | 18 | 0.07% | 1.01% | 6.13% | Q2 2019 | Q3 2023 | 18 |
Capital Advisory Group Advisory Services, LLC | 11 | 7 | 0.02% | 0.34% | 0.78% | Q1 2019 | Q3 2023 | 18 |
Diligent Investors, LLC | 18 | 18 | 0.11% | 0.16% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Money Design Co.,Ltd. | 13 | 5 | 0.16% | 0.41% | 0.59% | Q1 2019 | Q3 2023 | 18 |
TD Ameritrade Trust Co | 18 | 18 | 1.12% | 1.59% | 2.06% | Q2 2013 | Q3 2017 | 18 |
RAND WEALTH, LLC | 18 | 18 | 2.20% | 3.13% | 4.19% | Q2 2014 | Q3 2018 | 18 |
Jackson Hole Capital Partners, LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.03% | 0.44% | 0.80% | Q1 2019 | Q2 2023 | 18 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
OLD MISSION CAPITAL LLC | 9 | 1 | 0.02% | 0.29% | 1.07% | Q2 2017 | Q3 2023 | 17 |
Vectors Research Management, LLC | 17 | 17 | 0.12% | 1.33% | 2.20% | Q3 2019 | Q3 2023 | 17 |
Cetera Investment Advisers | 17 | 17 | 0.01% | 0.07% | 0.14% | Q3 2019 | Q3 2023 | 17 |
Stillwater Capital Advisors, LLC | 17 | 17 | 0.13% | 0.28% | 1.55% | Q3 2018 | Q3 2022 | 17 |
Towercrest Capital Management | 15 | 2 | 0.04% | 0.14% | 0.59% | Q2 2018 | Q3 2023 | 17 |
NEXT Financial Group, Inc | 11 | 1 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q4 2021 | 17 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 17 |
Western Wealth Management, LLC | 8 | 3 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 17 |
IndexIQ Advisors LLC | 17 | 17 | 0.01% | 0.53% | 1.29% | Q1 2018 | Q1 2022 | 17 |
Patriot Financial Group Insurance Agency, LLC | 10 | 3 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q2 2022 | 17 |
Hilltop Holdings Inc. | 17 | 17 | 0.54% | 1.24% | 1.80% | Q3 2019 | Q3 2023 | 17 |
NICOLET ADVISORY SERVICES, LLC | 17 | 17 | 0.23% | 2.19% | 7.90% | Q1 2019 | Q1 2023 | 17 |
Bartlett & Co. LLC | 8 | 2 | 0.00% | 0.02% | 0.09% | Q2 2019 | Q4 2023 | 17 |
Koshinski Asset Management, Inc. | 16 | 1 | 0.06% | 0.35% | 0.78% | Q1 2015 | Q3 2023 | 17 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 17 | 17 | 0.81% | 3.20% | 7.03% | Q3 2019 | Q3 2023 | 17 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 9 | 3 | 0.05% | 1.00% | 2.06% | Q1 2018 | Q1 2023 | 16 |
TRUEFG, LLC | 16 | 16 | 2.74% | 2.98% | 3.47% | Q4 2019 | Q3 2023 | 16 |
IRON Financial LLC | 11 | 2 | 1.46% | 7.40% | 11.67% | Q1 2018 | Q3 2023 | 16 |
SUNTRUST BANKS INC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2019 | 16 |
MANAGED ACCOUNT SERVICES INC | 16 | 16 | 0.95% | 2.07% | 3.18% | Q4 2017 | Q3 2021 | 16 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.06% | 0.33% | Q2 2016 | Q2 2023 | 16 |
PHILADELPHIA TRUST CO | 13 | 1 | 0.04% | 0.12% | 0.20% | Q2 2016 | Q3 2020 | 16 |
Asset Dedication, LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 16 |
Smithfield Trust Co | 11 | 5 | 0.00% | 0.47% | 1.18% | Q1 2016 | Q3 2023 | 16 |
COLONY GROUP LLC | 6 | 1 | 0.00% | 0.12% | 0.42% | Q3 2013 | Q4 2022 | 16 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 16 | 16 | 0.15% | 0.44% | 0.82% | Q2 2013 | Q1 2017 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.02% | 0.14% | 0.24% | Q4 2019 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.09% | 0.34% | 0.83% | Q4 2019 | Q3 2023 | 16 |
CreativeOne Wealth, LLC | 16 | 16 | 0.03% | 0.35% | 0.64% | Q4 2019 | Q3 2023 | 16 |
Winfield Associates, Inc. | 16 | 16 | 0.06% | 0.17% | 0.42% | Q1 2014 | Q4 2017 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 5.94% | 7.96% | 10.26% | Q4 2019 | Q3 2023 | 16 |
Winslow, Evans & Crocker, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 16 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 16 | 16 | 0.01% | 0.20% | 1.21% | Q4 2019 | Q3 2023 | 16 |
Perkins Coie Trust Co | 16 | 16 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2019 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.10% | 0.14% | 0.19% | Q4 2019 | Q3 2023 | 16 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2022 | 16 |
Antonetti Capital Management LLC | 9 | 1 | 0.87% | 2.30% | 5.88% | Q2 2010 | Q3 2023 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Realta Investment Advisors | 12 | 3 | 0.03% | 0.08% | 0.11% | Q2 2019 | Q3 2023 | 15 |
Cooper Financial Group | 15 | 15 | 0.17% | 0.47% | 0.85% | Q3 2019 | Q1 2023 | 15 |
Renaissance Technologies | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 15 |
WealthShield Partners, LLC | 9 | 1 | 0.01% | 0.12% | 1.66% | Q1 2018 | Q3 2023 | 15 |
REINHART PARTNERS, LLC. | 13 | 2 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 15 |
ATLAS CAPITAL ADVISORS LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Foresight Wealth Management, LLC | 15 | 15 | 0.20% | 2.97% | 5.73% | Q1 2019 | Q3 2022 | 15 |
HNP Capital LLC | 15 | 15 | 0.10% | 1.38% | 2.28% | Q3 2019 | Q1 2023 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 15 | 0.00% | 0.04% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Detalus Advisors, LLC | 15 | 15 | 0.13% | 2.84% | 11.40% | Q4 2019 | Q2 2023 | 15 |
Investors Research Corp | 15 | 15 | 0.01% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
PacWest Financial Management Inc | 15 | 15 | 1.25% | 2.95% | 3.98% | Q2 2013 | Q4 2016 | 15 |
Vantage Investment Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2018 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
TrinityPoint Wealth, LLC | 15 | 15 | 0.28% | 0.69% | 0.86% | Q4 2018 | Q2 2022 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.45% | 0.50% | 0.66% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.06% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Private Advisory Group LLC | 12 | 3 | 0.41% | 1.38% | 4.76% | Q1 2017 | Q1 2022 | 15 |
MBM Wealth Consultants, LLC | 15 | 15 | 0.00% | 4.31% | 9.06% | Q4 2018 | Q2 2022 | 15 |
Prospera Financial Services Inc | 11 | 1 | 0.01% | 0.41% | 1.71% | Q2 2015 | Q3 2023 | 15 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 15 |
C M BIDWELL & ASSOCIATES LTD | 15 | 15 | 0.01% | 0.26% | 1.09% | Q4 2017 | Q2 2021 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 1.59% | 2.37% | 2.83% | Q1 2020 | Q3 2023 | 15 |
IHT Wealth Management, LLC | 13 | 1 | 0.03% | 0.20% | 0.66% | Q1 2018 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.07% | 0.27% | Q2 2016 | Q4 2019 | 15 |
Retirement Group, LLC | 14 | 1 | 0.05% | 0.30% | 0.65% | Q4 2019 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
Alliance Wealth Management Group | 8 | 3 | 0.06% | 0.36% | 1.09% | Q4 2017 | Q2 2023 | 15 |
IAG Wealth Partners, LLC | 8 | 6 | 0.02% | 0.15% | 0.67% | Q4 2019 | Q3 2023 | 14 |
Windhaven Investment Management, Inc. | 14 | 14 | 2.71% | 6.18% | 8.80% | Q2 2013 | Q3 2016 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Stockman Wealth Management, Inc. | 8 | 6 | 0.07% | 2.35% | 5.19% | Q1 2019 | Q1 2023 | 14 |
AT Bancorp | 14 | 14 | 0.23% | 0.43% | 0.67% | Q4 2015 | Q1 2019 | 14 |
CAPITAL INSIGHT PARTNERS, LLC | 14 | 14 | 0.08% | 0.55% | 1.35% | Q2 2020 | Q3 2023 | 14 |
NORTHERN CAPITAL MANAGEMENT LLC | 14 | 14 | 0.22% | 0.76% | 1.79% | Q3 2015 | Q4 2018 | 14 |
Sunflower Bank, N.A. | 14 | 14 | 0.08% | 7.59% | 18.86% | Q2 2020 | Q3 2023 | 14 |
JAMES INVESTMENT RESEARCH INC | 14 | 14 | 0.26% | 0.38% | 0.50% | Q2 2020 | Q3 2023 | 14 |
ROOSEVELT INVESTMENT GROUP LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2022 | 14 |
Graypoint LLC | 14 | 14 | 0.09% | 0.13% | 0.23% | Q1 2020 | Q2 2023 | 14 |
Relative Value Partners Group, LLC | 14 | 14 | 2.32% | 2.93% | 3.84% | Q2 2020 | Q3 2023 | 14 |
LAZARD ASSET MANAGEMENT LLC | 14 | 14 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q3 2017 | 14 |
Mutual Advisors, LLC | 13 | 1 | 0.02% | 0.07% | 0.37% | Q4 2018 | Q3 2023 | 14 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 14 | 14 | 0.38% | 0.91% | 1.76% | Q2 2020 | Q3 2023 | 14 |
Goodman Financial Corp | 14 | 14 | 0.15% | 4.82% | 9.56% | Q4 2017 | Q1 2021 | 14 |
Steinberg Global Asset Management | 14 | 14 | 0.04% | 3.42% | 4.23% | Q3 2015 | Q4 2018 | 14 |
Resonant Capital Advisors, LLC | 14 | 14 | 0.03% | 0.08% | 0.16% | Q1 2020 | Q2 2023 | 14 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 9 | 5 | 0.03% | 0.23% | 0.54% | Q1 2019 | Q3 2022 | 14 |
TRUSTCORE FINANCIAL SERVICES, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 14 |
GeoWealth Management, LLC | 14 | 14 | 0.24% | 0.77% | 1.38% | Q2 2020 | Q3 2023 | 14 |
Pacifica Partners Inc. | 11 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 14 |
BAINCO INTERNATIONAL INVESTORS | 11 | 1 | 0.02% | 0.07% | 0.26% | Q1 2017 | Q4 2020 | 14 |
MOTCO | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 14 |
Crestwood Advisors Group, LLC | 12 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2023 | 14 |
Soros Fund Management | 14 | 14 | 0.02% | 0.49% | 0.86% | Q2 2020 | Q3 2023 | 14 |
Columbus Macro, LLC | 14 | 14 | 0.52% | 1.14% | 3.09% | Q4 2019 | Q1 2023 | 14 |
Alera Investment Advisors, LLC | 12 | 2 | 0.02% | 0.08% | 0.11% | Q4 2018 | Q2 2023 | 14 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
HBW ADVISORY SERVICES LLC | 13 | 13 | 0.12% | 0.24% | 0.86% | Q3 2020 | Q3 2023 | 13 |
BADGLEY PHELPS & BELL INC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q2 2021 | 13 |
Charles Schwab Investment Advisory, Inc. | 7 | 6 | 0.00% | 0.19% | 0.42% | Q2 2018 | Q3 2023 | 13 |
PARK AVENUE SECURITIES LLC | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
HARBOR INVESTMENT ADVISORY, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
CENTAURUS FINANCIAL, INC. | 12 | 1 | 0.00% | 0.07% | 0.15% | Q2 2018 | Q1 2022 | 13 |
GREAT VALLEY ADVISOR GROUP, INC. | 13 | 13 | 0.03% | 0.13% | 0.43% | Q3 2020 | Q3 2023 | 13 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 7 | 6 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 13 |
NORTHWEST WEALTH MANAGEMENT, LLC | 8 | 5 | 0.01% | 0.08% | 0.17% | Q1 2018 | Q1 2023 | 13 |
ZACKS INVESTMENT MANAGEMENT | 13 | 13 | 0.03% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Sanctuary Wealth Management, L.L.C. | 13 | 13 | 0.34% | 2.41% | 21.24% | Q1 2018 | Q1 2021 | 13 |
IFG Advisory, LLC | 13 | 13 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.39% | 2.59% | 4.87% | Q4 2020 | Q4 2023 | 13 |
Sigma Planning Corp | 13 | 13 | 0.01% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 13 |
NewSquare Capital LLC | 7 | 6 | 0.00% | 1.06% | 3.72% | Q2 2015 | Q3 2023 | 13 |
Crabel Capital Management, LLC | 5 | 4 | 0.12% | 0.46% | 1.41% | Q3 2018 | Q3 2023 | 13 |
BFSG, LLC | 13 | 13 | 0.05% | 0.87% | 1.82% | Q1 2017 | Q1 2020 | 13 |
WESTPORT RESOURCES MANAGEMENT INC | 13 | 13 | 0.10% | 0.18% | 0.38% | Q2 2013 | Q2 2016 | 13 |
VisionPoint Advisory Group, LLC | 13 | 13 | 0.48% | 2.37% | 4.51% | Q3 2020 | Q3 2023 | 13 |
Arlington Partners LLC | 13 | 13 | 0.06% | 0.42% | 4.53% | Q4 2017 | Q4 2020 | 13 |
SPINNAKER TRUST | 13 | 13 | 0.02% | 4.53% | 6.06% | Q3 2014 | Q3 2017 | 13 |
Capital Investment Advisors, LLC | 11 | 2 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q2 2018 | 13 |
Concert Wealth Management Inc. | 11 | 1 | 0.00% | 0.08% | 0.17% | Q3 2013 | Q3 2016 | 12 |
HHM Wealth Advisors, LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
New Potomac Partners, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2020 | 12 |
EMERSON INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.80% | 0.89% | 0.96% | Q2 2013 | Q1 2016 | 12 |
Daiwa Securities Group Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
ALTFEST L J & CO INC | 12 | 12 | 0.05% | 0.37% | 1.20% | Q3 2018 | Q2 2021 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 5.86% | 6.57% | 7.18% | Q4 2020 | Q3 2023 | 12 |
Orion Capital Management LLC | 12 | 12 | 0.08% | 0.54% | 1.02% | Q4 2020 | Q3 2023 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 1.91% | 3.30% | 6.80% | Q4 2020 | Q3 2023 | 12 |
Echo Wealth Management, LLC | 12 | 12 | 1.15% | 2.30% | 4.93% | Q4 2020 | Q3 2023 | 12 |
Thrive Capital Management, LLC | 12 | 12 | 2.45% | 3.34% | 3.90% | Q4 2020 | Q3 2023 | 12 |
Mirae Asset Global Investments Co., Ltd. | 10 | 2 | 0.01% | 0.10% | 0.71% | Q3 2014 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.04% | 2.31% | 4.34% | Q4 2020 | Q3 2023 | 12 |
Compass Ion Advisors, LLC | 12 | 12 | 0.11% | 0.26% | 0.58% | Q4 2019 | Q3 2022 | 12 |
CENTRAL TRUST Co | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.05% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 12 |
ECLECTIC ASSOCIATES INC /ADV | 12 | 12 | 0.12% | 0.59% | 1.10% | Q4 2020 | Q3 2023 | 12 |
BARCLAYS PLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 12 |
M Holdings Securities, Inc. | 6 | 6 | 0.38% | 1.54% | 2.32% | Q1 2020 | Q2 2023 | 12 |
Clean Yield Group | 10 | 1 | 0.02% | 0.07% | 0.12% | Q3 2016 | Q3 2022 | 12 |
Hudock, Inc. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2022 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.18% | 0.20% | 0.22% | Q4 2018 | Q3 2021 | 12 |
O'Dell Group, LLC | 8 | 1 | 0.01% | 0.08% | 0.14% | Q2 2019 | Q2 2023 | 12 |
ACIMA PRIVATE WEALTH, LLC | 12 | 12 | 1.94% | 3.89% | 4.77% | Q2 2019 | Q1 2022 | 12 |
CREDIT SUISSE AG/ | 8 | 4 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q2 2023 | 12 |
Fullen Financial Group | 12 | 12 | 2.00% | 2.47% | 3.53% | Q2 2020 | Q1 2023 | 12 |
D. SCOTT NEAL, INC. | 9 | 3 | 0.09% | 1.46% | 5.56% | Q2 2015 | Q3 2021 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.15% | 0.82% | 1.61% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Destination Wealth Management | 6 | 1 | 0.00% | 2.16% | 5.22% | Q3 2016 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 0.57% | 1.04% | 1.49% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2022 | 12 |
Strategic Wealth Partners, Ltd. | 12 | 12 | 0.22% | 2.72% | 3.76% | Q2 2020 | Q1 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2021 | 12 |
Orin Green Financial, LLC | 12 | 12 | 0.62% | 0.95% | 1.59% | Q4 2020 | Q3 2023 | 12 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 2.51% | 3.11% | 4.00% | Q4 2020 | Q3 2023 | 12 |
WESPAC Advisors, LLC | 12 | 12 | 0.55% | 1.03% | 1.99% | Q2 2013 | Q1 2016 | 12 |
FFT WEALTH MANAGEMENT LLC | 5 | 3 | 0.03% | 0.09% | 0.17% | Q2 2016 | Q1 2022 | 12 |
Better Money Decisions, LLC | 11 | 11 | 0.19% | 0.51% | 1.19% | Q1 2021 | Q3 2023 | 11 |
SALEM INVESTMENT COUNSELORS INC | 9 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2021 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
FIFTH THIRD SECURITIES, INC. | 11 | 11 | 0.10% | 0.99% | 1.55% | Q3 2018 | Q1 2021 | 11 |
Bluefin Trading, LLC | 5 | 1 | 0.04% | 0.20% | 0.57% | Q3 2014 | Q1 2020 | 11 |
Evensky & Katz LLC | 11 | 11 | 0.02% | 0.05% | 0.09% | Q1 2018 | Q3 2020 | 11 |
Sowell Financial Services LLC | 10 | 1 | 0.09% | 0.16% | 0.26% | Q3 2019 | Q1 2023 | 11 |
WEALTHSOURCE PARTNERS, LLC | 8 | 1 | 0.06% | 1.97% | 3.64% | Q1 2017 | Q4 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Strategic Wealth Management Group, LLC | 11 | 11 | 0.33% | 0.62% | 0.88% | Q4 2018 | Q2 2021 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Bedel Financial Consulting, Inc. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2021 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.03% | 0.11% | Q1 2018 | Q3 2020 | 11 |
Cognios Capital, LLC | 11 | 11 | 0.12% | 0.18% | 0.24% | Q2 2016 | Q4 2018 | 11 |
Orion Portfolio Solutions, LLC | 4 | 1 | 0.00% | 0.02% | 0.16% | Q4 2019 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.09% | 1.13% | 2.76% | Q4 2020 | Q2 2023 | 11 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.05% | 0.20% | Q3 2013 | Q2 2020 | 11 |
SYNOVUS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2020 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2015 | 11 |
COHEN & STEERS, INC. | 6 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q2 2019 | 11 |
Koss-Olinger Consulting, LLC | 11 | 11 | 0.08% | 0.12% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Westover Capital Advisors, LLC | 11 | 11 | 0.22% | 1.17% | 1.77% | Q2 2020 | Q4 2022 | 11 |
US FINANCIAL ADVISORS, LLC | 11 | 11 | 0.09% | 0.18% | 0.42% | Q4 2020 | Q2 2023 | 11 |
Ledyard National Bank | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2017 | 11 |
Municipal Employees' Retirement System of Michigan | 11 | 11 | 0.08% | 0.11% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Wealthcare Advisory Partners LLC | 5 | 2 | 0.00% | 0.12% | 0.45% | Q1 2019 | Q1 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2020 | 11 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 8 | 1 | 0.02% | 0.34% | 1.27% | Q2 2013 | Q3 2023 | 11 |
WEBSTER BANK, N. A. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
J.W. COLE ADVISORS, INC. | 8 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Miracle Mile Advisors, LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q1 2023 | 11 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 1 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2023 | 11 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 11 | 11 | 0.01% | 0.20% | 0.41% | Q1 2014 | Q3 2016 | 11 |
MEITAV INVESTMENT HOUSE LTD | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Penobscot Investment Management Company, Inc. | 10 | 10 | 0.22% | 0.47% | 0.66% | Q2 2021 | Q3 2023 | 10 |
Keudell/Morrison Wealth Management | 10 | 10 | 0.10% | 1.11% | 7.14% | Q4 2019 | Q1 2022 | 10 |
Whitcomb & Hess, Inc. | 10 | 10 | 0.25% | 3.09% | 5.38% | Q2 2021 | Q3 2023 | 10 |
Sequoia Financial Advisors, LLC | 7 | 3 | 0.06% | 0.15% | 0.22% | Q4 2013 | Q2 2016 | 10 |
NSI Retail Advisors, LLC | 10 | 10 | 0.41% | 0.62% | 0.89% | Q2 2021 | Q3 2023 | 10 |
Stonehearth Capital Management, LLC | 10 | 10 | 0.15% | 0.35% | 0.70% | Q2 2018 | Q3 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
BROWN BROTHERS HARRIMAN & CO | 8 | 2 | 0.00% | 0.34% | 0.91% | Q2 2020 | Q3 2023 | 10 |
TRANSCEND CAPITAL ADVISORS, LLC | 6 | 4 | 0.12% | 0.46% | 0.90% | Q4 2019 | Q2 2022 | 10 |
Matthew Goff Investment Advisor, LLC | 5 | 5 | 0.06% | 0.15% | 0.32% | Q3 2017 | Q2 2021 | 10 |
MidWestOne Financial Group, Inc. | 6 | 4 | 0.08% | 0.43% | 0.95% | Q2 2019 | Q4 2021 | 10 |
Cerity Partners LLC | 10 | 10 | 0.00% | 0.06% | 0.15% | Q1 2021 | Q2 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.02% | 0.18% | Q4 2018 | Q2 2022 | 10 |
RDA Financial Network | 7 | 3 | 0.09% | 0.87% | 1.79% | Q1 2019 | Q3 2023 | 10 |
Bison Wealth, LLC | 10 | 10 | 0.07% | 0.19% | 0.29% | Q2 2021 | Q3 2023 | 10 |
Moloney Securities Asset Management, LLC | 7 | 3 | 0.04% | 0.21% | 0.39% | Q4 2016 | Q1 2021 | 10 |
Capital Directions Investment Advisors, LLC | 9 | 1 | 0.06% | 0.13% | 0.31% | Q3 2015 | Q1 2018 | 10 |
Wealthquest Corp | 5 | 5 | 0.06% | 0.40% | 0.91% | Q4 2018 | Q2 2021 | 10 |
Alpha Omega Wealth Management LLC | 9 | 1 | 0.01% | 0.23% | 0.33% | Q1 2019 | Q3 2023 | 10 |
FRONTIER INVESTMENT MGMT CO | 10 | 10 | 0.10% | 0.12% | 0.14% | Q1 2018 | Q2 2020 | 10 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 2 | 0.02% | 0.12% | 0.22% | Q4 2016 | Q2 2021 | 10 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Wealthspire Advisors, LLC | 9 | 1 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Carnegie Capital Asset Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2022 | 10 |
Cadent Capital Advisors, LLC | 7 | 3 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
CSM Advisors, LLC | 10 | 10 | 0.19% | 0.26% | 0.36% | Q2 2021 | Q3 2023 | 10 |
NICOLET BANKSHARES INC | 10 | 10 | 0.08% | 0.12% | 0.18% | Q1 2018 | Q2 2020 | 10 |
HighMark Wealth Management LLC | 10 | 10 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 10 |
WFA of San Diego, LLC | 4 | 1 | 0.09% | 0.14% | 0.22% | Q2 2020 | Q3 2023 | 10 |
AUGUSTINE ASSET MANAGEMENT INC | 10 | 10 | 0.10% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 10 |
JUNCTURE WEALTH STRATEGIES, LLC | 8 | 2 | 0.11% | 0.22% | 0.36% | Q2 2018 | Q4 2023 | 10 |
EXCALIBUR MANAGEMENT CORP | 10 | 10 | 0.23% | 1.24% | 1.95% | Q4 2019 | Q1 2022 | 10 |
WEDBUSH SECURITIES INC | 5 | 2 | 0.01% | 0.05% | 0.16% | Q2 2018 | Q3 2023 | 10 |
Anchor Investment Management, LLC | 9 | 1 | 0.00% | 0.04% | 0.05% | Q1 2016 | Q4 2023 | 10 |
Global Financial Private Capital, Inc | 10 | 10 | 0.13% | 0.18% | 0.22% | Q1 2017 | Q2 2019 | 10 |
PRUDENTIAL FINANCIAL INC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
SG Americas Securities, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2021 | 10 |
Horizon Investments, LLC | 6 | 4 | 0.05% | 0.71% | 2.07% | Q1 2014 | Q3 2023 | 10 |
360 Financial, Inc. | 10 | 10 | 0.21% | 0.48% | 0.69% | Q1 2020 | Q2 2022 | 10 |
iAB Financial Bank | 6 | 4 | 0.13% | 0.16% | 0.22% | Q4 2014 | Q2 2017 | 10 |
Avidian Wealth Solutions, LLC | 8 | 2 | 0.02% | 1.70% | 9.53% | Q3 2017 | Q3 2023 | 10 |
AEGON USA Investment Management, LLC | 10 | 10 | 0.08% | 0.14% | 0.21% | Q2 2021 | Q3 2023 | 10 |
Westside Investment Management, Inc. | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
MONEY CONCEPTS CAPITAL CORP | 7 | 2 | 0.01% | 0.09% | 0.34% | Q4 2020 | Q2 2023 | 9 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.02% | 0.39% | 0.71% | Q3 2019 | Q3 2021 | 9 |
CFS Investment Advisory Services, LLC | 8 | 1 | 0.04% | 0.14% | 0.25% | Q4 2020 | Q3 2023 | 9 |
One Charles Private Wealth Services, LLC | 7 | 2 | 0.42% | 1.67% | 2.97% | Q4 2019 | Q2 2022 | 9 |
Curbstone Financial Management Corp | 5 | 4 | 0.08% | 0.11% | 0.14% | Q3 2016 | Q1 2022 | 9 |
Ironsides Asset Advisors, LLC | 8 | 1 | 0.06% | 0.08% | 0.12% | Q2 2014 | Q3 2016 | 9 |
CIBC WORLD MARKET INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Walleye Trading LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 9 |
Advisors Asset Management, Inc. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 9 |
JRM Investment Counsel, LLC | 9 | 9 | 0.26% | 0.69% | 1.72% | Q4 2017 | Q4 2019 | 9 |
Pinnacle Wealth Management Advisory Group, LLC | 9 | 9 | 0.04% | 0.08% | 0.15% | Q1 2020 | Q1 2022 | 9 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 7 | 2 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 9 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Hoxton Financial, Inc. | 9 | 9 | 7.37% | 8.10% | 9.77% | Q1 2014 | Q1 2016 | 9 |
Lion Street Advisors, LLC | 9 | 9 | 0.22% | 0.38% | 0.48% | Q3 2021 | Q3 2023 | 9 |
FIRST MERCHANTS CORP | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2017 | Q3 2019 | 9 |
ARGI Investment Services, LLC | 9 | 9 | 0.01% | 0.05% | 0.30% | Q1 2018 | Q1 2020 | 9 |
Gladstone Institutional Advisory LLC | 7 | 2 | 0.02% | 0.10% | 0.16% | Q3 2019 | Q3 2023 | 9 |
PETTYJOHN, WOOD & WHITE, INC | 9 | 9 | 0.14% | 0.73% | 1.13% | Q1 2021 | Q1 2023 | 9 |
Jackson Wealth Management, LLC | 9 | 9 | 0.52% | 1.59% | 3.14% | Q4 2017 | Q4 2019 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.06% | 0.10% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.06% | 0.19% | 0.48% | Q2 2021 | Q3 2023 | 9 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9 | 9 | 0.13% | 0.32% | 0.66% | Q3 2021 | Q3 2023 | 9 |
Worth Venture Partners, LLC | 9 | 9 | 1.76% | 2.20% | 2.76% | Q4 2016 | Q4 2018 | 9 |
Ameritas Investment Partners, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CHILTON INVESTMENT CO INC. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2022 | 9 |
Aspire Private Capital, LLC | 6 | 3 | 0.02% | 0.19% | 0.65% | Q4 2018 | Q3 2023 | 9 |
HARRELL INVESTMENT PARTNERS, LLC | 9 | 9 | 2.26% | 2.64% | 3.04% | Q4 2019 | Q4 2021 | 9 |
SIGNATUREFD, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 9 |
SIMMONS FIRST TRUST CO NA | 9 | 9 | 0.25% | 0.66% | 1.07% | Q4 2013 | Q4 2015 | 9 |
55I, LLC | 8 | 1 | 0.01% | 0.19% | 0.51% | Q4 2019 | Q1 2022 | 9 |
Crew Capital Management, Ltd. | 9 | 9 | 0.32% | 0.45% | 0.55% | Q1 2021 | Q1 2023 | 9 |
Equitable Holdings, Inc. | 5 | 3 | 0.01% | 0.03% | 0.11% | Q2 2021 | Q3 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 1.28% | 1.41% | 1.68% | Q1 2017 | Q4 2018 | 8 |
Perella Weinberg Partners Capital Management LP | 3 | 2 | 0.23% | 1.08% | 2.39% | Q4 2017 | Q4 2020 | 8 |
Addison Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q3 2023 | 8 |
CITY HOLDING CO | 5 | 3 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.35% | 0.52% | 1.04% | Q4 2021 | Q3 2023 | 8 |
M&R CAPITAL MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Astoria Portfolio Advisors LLC. | 8 | 8 | 1.12% | 2.47% | 5.79% | Q4 2021 | Q3 2023 | 8 |
WESCAP Management Group, Inc. | 8 | 8 | 0.10% | 0.11% | 0.14% | Q1 2020 | Q4 2021 | 8 |
Mayflower Financial Advisors, LLC | 8 | 8 | 0.09% | 0.16% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Merit Financial Group, LLC | 7 | 1 | 0.02% | 0.13% | 0.19% | Q4 2019 | Q3 2023 | 8 |
PECAUT & CO. | 8 | 8 | 0.50% | 6.40% | 8.60% | Q2 2021 | Q1 2023 | 8 |
MISSION WEALTH MANAGEMENT, LP | 8 | 8 | 4.77% | 5.73% | 6.60% | Q1 2016 | Q4 2017 | 8 |
HORAN CAPITAL MANAGEMENT | 7 | 1 | 0.32% | 0.74% | 0.86% | Q4 2017 | Q4 2019 | 8 |
EATON VANCE MANAGEMENT | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Shoker Investment Counsel, Inc. | 8 | 8 | 0.11% | 0.13% | 0.17% | Q2 2020 | Q1 2022 | 8 |
Trinity Legacy Partners, LLC | 8 | 8 | 0.13% | 0.54% | 1.23% | Q3 2020 | Q2 2022 | 8 |
Sargent Bickham Lagudis LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2021 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.00% | 0.06% | 0.24% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.06% | 0.36% | 0.85% | Q4 2019 | Q2 2022 | 8 |
WASHINGTON TRUST BANK | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2019 | 8 |
Trilogy Capital Inc. | 7 | 1 | 0.25% | 1.12% | 1.38% | Q1 2018 | Q3 2023 | 8 |
Pegasus Partners Ltd. | 8 | 8 | 0.04% | 0.07% | 0.12% | Q3 2016 | Q2 2018 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.02% | 0.21% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.48% | 1.34% | Q3 2021 | Q3 2023 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 0.23% | 0.49% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Coury Firm Asset Management LLC | 8 | 8 | 4.98% | 6.21% | 6.99% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.02% | 0.50% | 1.47% | Q4 2018 | Q3 2021 | 8 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 5 | 3 | 0.14% | 0.27% | 0.40% | Q4 2019 | Q3 2023 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.43% | 1.60% | 2.84% | Q4 2021 | Q3 2023 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q1 2015 | 8 |
GRIMES & COMPANY, INC. | 8 | 8 | 0.04% | 0.05% | 0.09% | Q3 2015 | Q2 2017 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 2.17% | 2.34% | 2.55% | Q4 2021 | Q3 2023 | 8 |
Latitude Advisors, LLC | 8 | 8 | 0.19% | 0.91% | 1.84% | Q2 2021 | Q1 2023 | 8 |
Professional Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 8 |
Marion Wealth Management | 8 | 8 | 0.64% | 3.78% | 8.63% | Q4 2021 | Q3 2023 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 8 | 0.41% | 0.73% | 1.43% | Q1 2020 | Q4 2021 | 8 |
Virtu KCG Holdings LLC | 6 | 2 | 0.00% | 0.03% | 0.11% | Q3 2014 | Q3 2016 | 8 |
Simplicity Solutions, LLC | 3 | 1 | 0.02% | 0.04% | 0.10% | Q4 2018 | Q2 2023 | 8 |
FIDUCIARY TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Allen Investment Management, LLC | 7 | 1 | 0.07% | 0.10% | 0.13% | Q4 2017 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.30% | 0.35% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Atlas Private Wealth Advisors | 8 | 8 | 0.01% | 0.20% | 0.36% | Q2 2020 | Q1 2022 | 8 |
Teza Capital Management LLC | 8 | 8 | 0.08% | 0.18% | 0.29% | Q2 2020 | Q1 2022 | 8 |
Good Life Advisors, LLC | 8 | 8 | 0.03% | 0.73% | 1.13% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.00% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Carroll Financial Associates, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 8 |
Firestone Capital Management | 8 | 8 | 0.05% | 0.07% | 0.08% | Q4 2019 | Q3 2021 | 8 |
COMMERCE BANK | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
United Capital Management of KS, Inc. | 8 | 8 | 0.14% | 0.74% | 1.31% | Q4 2020 | Q3 2022 | 8 |
Avalon Investment & Advisory | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2019 | 8 |
B. Riley Wealth Advisors, Inc. | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 7 |
BOSTON FAMILY OFFICE LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2022 | 7 |
SteelPeak Wealth, LLC | 7 | 7 | 0.02% | 0.07% | 0.12% | Q2 2020 | Q4 2021 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.08% | 0.12% | Q4 2021 | Q2 2023 | 7 |
ETRADE Capital Management LLC | 7 | 7 | 0.02% | 0.05% | 0.10% | Q1 2019 | Q3 2020 | 7 |
Verition Fund Management LLC | 4 | 1 | 0.00% | 0.19% | 1.05% | Q2 2018 | Q1 2023 | 7 |
FORVIS Wealth Advisors, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 7 |
Linscomb & Williams, Inc. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q3 2015 | 7 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 7 | 7 | 0.22% | 0.87% | 4.68% | Q4 2021 | Q2 2023 | 7 |
FOUNDERS FINANCIAL SECURITIES LLC | 4 | 3 | 0.11% | 0.27% | 0.48% | Q1 2014 | Q4 2022 | 7 |
Ruggie Capital Group | 6 | 1 | 1.06% | 4.44% | 6.67% | Q4 2017 | Q3 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
SWARTHMORE GROUP INC | 3 | 2 | 0.08% | 0.23% | 0.55% | Q3 2018 | Q3 2020 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.25% | 0.33% | 0.45% | Q2 2020 | Q4 2021 | 7 |
Meiji Yasuda Life Insurance Co | 7 | 7 | 0.27% | 0.34% | 0.41% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 0.62% | 1.17% | 2.13% | Q1 2022 | Q3 2023 | 7 |
Narus Financial Partners, LLC | 7 | 7 | 0.22% | 0.26% | 0.38% | Q1 2022 | Q3 2023 | 7 |
ROPES WEALTH ADVISORS LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2020 | 7 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q2 2022 | 7 |
Banco Santander, S.A. | 4 | 1 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 7 |
Apriem Advisors | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2017 | 7 |
Prestige Wealth Management Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
FINANCIAL MANAGEMENT NETWORK INC | 3 | 1 | 0.09% | 0.20% | 0.31% | Q4 2020 | Q4 2022 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.08% | 0.16% | Q4 2021 | Q3 2023 | 7 |
United Asset Strategies, Inc. | 7 | 7 | 0.06% | 0.23% | 0.32% | Q1 2018 | Q3 2019 | 7 |
EverSource Wealth Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Outlook Wealth Advisors, LLC | 5 | 1 | 0.06% | 0.95% | 1.44% | Q1 2020 | Q2 2023 | 7 |
Garrett Wealth Advisory Group, LLC | 7 | 7 | 0.52% | 1.24% | 1.53% | Q4 2021 | Q2 2023 | 7 |
SENTINEL ASSET MANAGEMENT, INC. | 7 | 7 | 0.00% | 0.27% | 0.57% | Q1 2016 | Q3 2017 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Financial Sense Advisors, Inc. | 7 | 7 | 0.32% | 1.89% | 3.98% | Q4 2019 | Q2 2021 | 7 |
Allianz Asset Management GmbH | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
ANDERSON HOAGLAND & CO | 7 | 7 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q1 2023 | 7 |
PROFFITT & GOODSON INC | 7 | 7 | 0.02% | 0.59% | 0.79% | Q3 2018 | Q1 2020 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.16% | 0.30% | 0.36% | Q4 2021 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.24% | 0.49% | 0.81% | Q4 2019 | Q2 2021 | 7 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 7 | 7 | 0.18% | 0.37% | 0.60% | Q1 2019 | Q3 2020 | 7 |
WFG Advisors, LP | 4 | 3 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q4 2015 | 7 |
Patten Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2018 | 7 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 7 |
Coulter & Justus Financial Services, LLC | 6 | 1 | 8.43% | 12.15% | 19.02% | Q4 2021 | Q3 2023 | 7 |
Corbenic Partners LLC | 7 | 7 | 0.10% | 0.12% | 0.14% | Q4 2013 | Q2 2015 | 7 |
CONDOR CAPITAL MANAGEMENT | 7 | 7 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q2 2020 | 7 |
Lucia Wealth Services, LLC | 7 | 7 | 0.11% | 0.37% | 0.71% | Q3 2018 | Q1 2020 | 7 |
CAMBRIDGE TRUST CO | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 7 |
Foothills Asset Management, Ltd. | 7 | 7 | 0.37% | 2.08% | 2.70% | Q3 2018 | Q1 2020 | 7 |
SRS Capital Advisors, Inc. | 7 | 7 | 0.08% | 0.28% | 0.71% | Q1 2022 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Founders Financial Alliance, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 7 |
First Ascent Asset Management, LLC | 7 | 7 | 0.04% | 0.10% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Costello Asset Management, INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Carmichael Hill & Associates, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Brendel Financial Advisors LLC | 6 | 6 | 0.50% | 1.04% | 2.10% | Q2 2021 | Q3 2022 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.01% | 0.21% | 0.33% | Q3 2013 | Q4 2014 | 6 |
BKS ADVISORS, LLC | 6 | 6 | 0.09% | 0.28% | 0.61% | Q4 2017 | Q1 2019 | 6 |
Dorsey & Whitney Trust CO LLC | 3 | 3 | 0.02% | 0.06% | 0.09% | Q2 2019 | Q1 2022 | 6 |
Redhawk Wealth Advisors, Inc. | 5 | 1 | 0.40% | 1.51% | 2.49% | Q4 2018 | Q3 2022 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.04% | 0.10% | 0.25% | Q2 2013 | Q3 2014 | 6 |
Clark Capital Management Group, Inc. | 5 | 1 | 0.06% | 0.24% | 0.33% | Q4 2013 | Q2 2023 | 6 |
Systelligence, LLC | 5 | 1 | 0.48% | 2.19% | 3.37% | Q1 2020 | Q4 2023 | 6 |
PEOPLES BANK /OH | 6 | 6 | 0.15% | 0.35% | 0.55% | Q4 2021 | Q1 2023 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.01% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 6 |
M Financial Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 6 |
Elmwood Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 6 |
ARKANSAS FINANCIAL GROUP, INC. | 6 | 6 | 0.14% | 2.10% | 3.85% | Q2 2022 | Q3 2023 | 6 |
Global Strategic Investment Solutions, LLC | 6 | 6 | 0.08% | 0.13% | 0.25% | Q3 2019 | Q4 2020 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Perigon Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q3 2011 | Q3 2023 | 6 |
Dynamic Advisor Solutions LLC | 6 | 6 | 0.03% | 0.32% | 0.66% | Q2 2022 | Q3 2023 | 6 |
ALLSTATE CORP | 6 | 6 | 2.28% | 3.12% | 4.38% | Q2 2022 | Q3 2023 | 6 |
Investors Capital Advisory Services | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q2 2016 | 6 |
Mathes Company, Inc. | 4 | 2 | 0.12% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 6 |
BTR CAPITAL MANAGEMENT INC | 6 | 6 | 0.62% | 0.91% | 1.26% | Q2 2021 | Q3 2022 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 1.23% | 1.53% | 1.97% | Q2 2022 | Q3 2023 | 6 |
Financial Architects, Inc | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2016 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Austin Private Wealth, LLC | 6 | 6 | 0.08% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Levy Wealth Management Group, LLC | 6 | 6 | 0.24% | 0.73% | 1.01% | Q2 2022 | Q3 2023 | 6 |
VESTOR CAPITAL, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
CAPITAL WEALTH MANAGEMENT, LLC | 6 | 6 | 6.61% | 7.80% | 9.40% | Q2 2022 | Q3 2023 | 6 |
Paladin Advisory Group, LLC | 6 | 6 | 0.01% | 0.56% | 0.87% | Q2 2022 | Q3 2023 | 6 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 6 | 6 | 0.07% | 0.13% | 0.23% | Q2 2013 | Q3 2014 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.58% | 0.65% | 0.80% | Q4 2021 | Q1 2023 | 6 |
FineMark National Bank & Trust | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2016 | 6 |
MAS Advisors LLC | 6 | 6 | 1.53% | 1.89% | 2.12% | Q4 2021 | Q1 2023 | 6 |
AlphaStar Capital Management, LLC | 6 | 6 | 0.07% | 0.10% | 0.13% | Q1 2018 | Q2 2019 | 6 |
EP Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q2 2022 | 6 |
TCG Advisors, LP | 6 | 6 | 0.32% | 0.61% | 1.19% | Q4 2018 | Q1 2020 | 6 |
UMB Bank, n.a. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MTC Wealth Management LLC | 6 | 6 | 3.11% | 3.84% | 6.84% | Q1 2021 | Q2 2022 | 6 |
BCK Partners, Inc. | 5 | 1 | 0.20% | 1.90% | 6.86% | Q4 2020 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.05% | 0.07% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Community Bank, N.A. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q1 2016 | 6 |
DGS Capital Management, LLC | 6 | 6 | 1.20% | 1.38% | 1.70% | Q4 2021 | Q1 2023 | 6 |
PEAPACK GLADSTONE FINANCIAL CORP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 6 |
Lifeworks Advisors, LLC | 6 | 6 | 0.18% | 0.35% | 0.61% | Q2 2022 | Q3 2023 | 6 |
Walker Financial Services, Inc. | 6 | 6 | 2.96% | 17.87% | 23.76% | Q2 2022 | Q3 2023 | 6 |
Elwood & Goetz Wealth Advisory Group, LLC | 6 | 6 | 2.00% | 2.47% | 3.27% | Q2 2022 | Q3 2023 | 6 |
Vigilare Wealth Management | 5 | 1 | 0.29% | 0.64% | 1.31% | Q4 2019 | Q2 2021 | 6 |
Hanlon Investment Management, Inc. | 6 | 6 | 0.13% | 0.39% | 0.91% | Q1 2019 | Q2 2020 | 6 |
Tyler-Stone Wealth Management | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Astor Investment Management LLC | 6 | 6 | 0.52% | 8.98% | 10.79% | Q2 2022 | Q3 2023 | 6 |
TUCKER ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q1 2023 | 6 |
HAZLETT, BURT & WATSON, INC. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
Key FInancial Inc | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Lindbrook Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
HHG & Company, LLC | 5 | 5 | 1.08% | 1.43% | 1.94% | Q2 2013 | Q2 2014 | 5 |
Vise Technologies, Inc. | 5 | 5 | 0.10% | 0.16% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Blume Capital Management, Inc. | 3 | 2 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q4 2016 | 5 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 5 | 5 | 0.29% | 0.36% | 0.40% | Q4 2020 | Q4 2021 | 5 |
BANK OF NOVA SCOTIA | 3 | 1 | 0.00% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 5 |
Placemark Investments, Inc. | 4 | 1 | 0.00% | 0.03% | 0.04% | Q3 2013 | Q4 2014 | 5 |
TFO Wealth Partners, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2021 | 5 |
Total Wealth Planning, LLC | 5 | 5 | 0.13% | 0.69% | 0.94% | Q3 2022 | Q3 2023 | 5 |
Fusion Investment Group, LLC | 3 | 2 | 0.10% | 0.20% | 0.42% | Q1 2014 | Q3 2015 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.27% | 3.54% | 6.62% | Q4 2017 | Q4 2018 | 5 |
ALESCO ADVISORS LLC | 3 | 2 | 0.01% | 0.09% | 0.20% | Q2 2015 | Q3 2023 | 5 |
Laidlaw Group, LLC | 5 | 5 | 0.28% | 0.68% | 1.16% | Q2 2014 | Q2 2015 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 2.24% | 2.53% | 3.02% | Q2 2013 | Q2 2014 | 5 |
FORTE CAPITAL LLC /ADV | 5 | 5 | 0.20% | 0.22% | 0.26% | Q1 2018 | Q1 2019 | 5 |
Sharkey, Howes & Javer | 5 | 5 | 0.06% | 0.34% | 1.08% | Q3 2022 | Q3 2023 | 5 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 5 | 5 | 0.22% | 0.24% | 0.27% | Q4 2021 | Q4 2022 | 5 |
WJ Wealth Management, LLC | 5 | 5 | 0.27% | 0.31% | 0.38% | Q3 2022 | Q3 2023 | 5 |
JOHNSON INVESTMENT COUNSEL INC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
REGENTATLANTIC CAPITAL LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 5 |
Clearwater Capital Advisors, LLC | 4 | 1 | 0.04% | 0.06% | 0.08% | Q2 2016 | Q1 2018 | 5 |
Brookstone Capital Management | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 5 | 5 | 0.27% | 0.29% | 0.31% | Q4 2020 | Q4 2021 | 5 |
Tranquilli Financial Advisor LLC | 3 | 2 | 0.16% | 0.52% | 0.76% | Q2 2022 | Q3 2023 | 5 |
B. Riley Wealth Management, Inc. | 4 | 1 | 0.00% | 0.35% | 0.55% | Q2 2015 | Q2 2022 | 5 |
Advisor Resource Council | 5 | 5 | 0.21% | 0.39% | 0.50% | Q1 2022 | Q1 2023 | 5 |
PFS INVESTMENTS INC. | 5 | 5 | 0.09% | 0.26% | 0.42% | Q2 2022 | Q2 2023 | 5 |
Parcion Private Wealth LLC | 4 | 1 | 0.03% | 0.35% | 0.51% | Q2 2021 | Q3 2023 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 5 |
Fragasso Group Inc. | 5 | 5 | 0.09% | 0.11% | 0.13% | Q4 2022 | Q4 2023 | 5 |
KWB Wealth | 5 | 5 | 0.27% | 2.31% | 2.97% | Q3 2021 | Q3 2022 | 5 |
THOMPSON DAVIS & CO., INC. | 5 | 5 | 0.11% | 0.14% | 0.16% | Q3 2017 | Q3 2018 | 5 |
Source Financial Advisors LLC | 5 | 5 | 0.30% | 0.35% | 0.41% | Q3 2022 | Q3 2023 | 5 |
Centennial Wealth Advisory LLC | 5 | 5 | 4.56% | 4.94% | 5.28% | Q2 2022 | Q2 2023 | 5 |
Benedetti & Gucer, Inc. | 4 | 1 | 0.18% | 0.24% | 0.31% | Q1 2021 | Q3 2023 | 5 |
Braver Wealth Management, LLC | 5 | 5 | 0.08% | 0.11% | 0.16% | Q2 2013 | Q2 2014 | 5 |
One Capital Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.07% | Q2 2021 | Q2 2023 | 5 |
Rockwood Wealth Management, LLC | 5 | 5 | 0.17% | 0.38% | 0.54% | Q3 2022 | Q3 2023 | 5 |
First Allied Asset Management, Inc. | 5 | 5 | 0.90% | 1.02% | 1.19% | Q4 2013 | Q4 2014 | 5 |
Psagot Value Holdings Ltd. | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2019 | 5 |
FDx Advisors, Inc. | 3 | 2 | 0.01% | 0.21% | 0.61% | Q4 2021 | Q3 2023 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 5 |
Elevated Capital Advisors, LLC | 5 | 5 | 1.06% | 2.20% | 3.18% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.13% | 0.43% | Q3 2021 | Q3 2022 | 5 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.05% | 0.18% | 0.48% | Q4 2019 | Q3 2021 | 5 |
Activest Wealth Management | 4 | 1 | 0.07% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 5 |
Legacy CG, LLC | 5 | 5 | 0.56% | 0.69% | 0.80% | Q3 2022 | Q3 2023 | 5 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.00% | 0.12% | 0.33% | Q2 2016 | Q3 2023 | 5 |
Hamilton Capital, LLC | 5 | 5 | 0.32% | 0.36% | 0.39% | Q2 2022 | Q2 2023 | 5 |
TOTH FINANCIAL ADVISORY CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WBH ADVISORY INC | 3 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 5 |
QUADRANT CAPITAL GROUP LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2016 | 5 |
NBT BANK N A /NY | 5 | 5 | 0.11% | 0.22% | 0.30% | Q3 2022 | Q3 2023 | 5 |
Gerstein Fisher | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2015 | Q3 2016 | 5 |
GRAY FINANCIAL GROUP /GA /ADV /ADV | 5 | 5 | 4.46% | 5.60% | 9.16% | Q4 2015 | Q4 2016 | 5 |
Clear Creek Financial Management, LLC | 5 | 5 | 0.28% | 0.71% | 2.02% | Q3 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.04% | 0.42% | 0.69% | Q1 2017 | Q4 2017 | 4 |
West Branch Capital LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.06% | 0.19% | 0.26% | Q1 2022 | Q4 2022 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
COMERICA BANK | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 4 |
BBVA USA Bancshares, Inc. | 4 | 4 | 0.04% | 0.13% | 0.26% | Q2 2020 | Q1 2021 | 4 |
Integrity Financial Corp /WA | 4 | 4 | 0.06% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Modera Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.01% | 0.05% | 0.10% | Q4 2017 | Q4 2022 | 4 |
Tilson Financial Group, Inc. | 4 | 4 | 0.35% | 0.45% | 0.74% | Q4 2022 | Q3 2023 | 4 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2023 | 4 |
Bay Harbor Wealth Management, LLC | 3 | 1 | 0.00% | 0.40% | 0.54% | Q4 2018 | Q2 2022 | 4 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 4 | 4 | 2.32% | 2.90% | 3.21% | Q4 2022 | Q3 2023 | 4 |
Regal Investment Advisors LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
THOMASPARTNERS, INC. | 3 | 1 | 0.00% | 0.78% | 1.17% | Q2 2013 | Q1 2018 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Independence Bank of Kentucky | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
CADENCE BANK NA | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2019 | Q3 2020 | 4 |
ADE, LLC | 4 | 4 | 2.98% | 3.15% | 3.36% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
UBS ASSET MANAGEMENT AMERICAS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 4 |
FIRST MANHATTAN CO. LLC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 4 |
Transform Wealth, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 4 | 4 | 0.51% | 0.60% | 0.71% | Q2 2022 | Q1 2023 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 0.15% | 0.27% | 0.33% | Q4 2022 | Q3 2023 | 4 |
REGIONS FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.05% | 0.09% | 0.14% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.16% | 0.27% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Legend Financial Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.47% | 0.52% | 0.56% | Q4 2022 | Q3 2023 | 4 |
DENVER WEALTH MANAGEMENT, INC. | 4 | 4 | 0.79% | 0.83% | 0.88% | Q4 2022 | Q3 2023 | 4 |
Voya Financial Advisors, Inc. | 4 | 4 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q1 2021 | 4 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Hilton Capital Management, LLC | 4 | 4 | 0.81% | 1.04% | 1.67% | Q2 2022 | Q1 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.42% | 1.42% | 1.88% | Q4 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.84% | 1.07% | 1.22% | Q1 2023 | Q4 2023 | 4 |
LITTLE HOUSE CAPITAL LLC | 4 | 4 | 1.13% | 1.57% | 2.78% | Q1 2021 | Q4 2021 | 4 |
Ameraudi Asset Management, Inc. | 4 | 4 | 0.23% | 0.24% | 0.25% | Q2 2022 | Q1 2023 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q4 2022 | 4 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.72% | 1.02% | 1.25% | Q1 2014 | Q4 2014 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Financial Engines Advisors L.L.C. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 4 |
Hedeker Wealth, LLC | 4 | 4 | 1.32% | 2.07% | 2.51% | Q2 2021 | Q1 2022 | 4 |
Oakworth Capital, Inc. | 4 | 4 | 5.22% | 5.50% | 5.94% | Q4 2022 | Q3 2023 | 4 |
AFT, FORSYTH & COMPANY, INC. | 4 | 4 | 0.30% | 0.53% | 0.67% | Q3 2020 | Q2 2021 | 4 |
Key Client Fiduciary Advisors, LLC | 4 | 4 | 0.13% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Connectus Wealth, LLC | 4 | 4 | 0.23% | 0.27% | 0.37% | Q4 2022 | Q3 2023 | 4 |
GenTrust, LLC | 4 | 4 | 0.05% | 0.10% | 0.14% | Q2 2022 | Q1 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Concord Wealth Partners | 4 | 4 | 3.58% | 5.68% | 6.89% | Q4 2022 | Q3 2023 | 4 |
Joseph P. Lucia & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
WT Wealth Management | 4 | 4 | 0.13% | 2.59% | 5.44% | Q4 2022 | Q3 2023 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Black Diamond Financial, LLC | 4 | 4 | 0.19% | 0.22% | 0.24% | Q2 2022 | Q1 2023 | 4 |
VSR Financial Services, Inc. | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q4 2015 | 4 |
Savior LLC | 4 | 4 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q2 2021 | 4 |
Flagstone Financial Management | 4 | 4 | 8.97% | 9.70% | 10.93% | Q4 2022 | Q3 2023 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.52% | 0.81% | Q2 2015 | Q3 2018 | 4 |
Squar Milner Financial Services LLC | 4 | 4 | 0.05% | 0.10% | 0.14% | Q3 2019 | Q2 2020 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Helen Stephens Group, LLC | 4 | 4 | 0.21% | 0.22% | 0.23% | Q4 2021 | Q3 2022 | 4 |
Cardan Capital Partners, LLC | 4 | 4 | 0.06% | 0.24% | 0.33% | Q1 2020 | Q4 2020 | 4 |
Strategic Point Investment Advisors, LLC | 4 | 4 | 2.29% | 2.92% | 3.23% | Q4 2022 | Q3 2023 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
SouthState Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Proficio Capital Partners LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q2 2018 | 4 |
Buck Wealth Strategies, LLC | 3 | 1 | 2.11% | 2.23% | 2.36% | Q3 2022 | Q3 2023 | 4 |
USAdvisors Wealth Management, LLC | 4 | 4 | 0.16% | 0.22% | 0.26% | Q1 2021 | Q4 2021 | 4 |
Prime Capital Investment Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FIRST TRUST ADVISORS LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Watson Rebecca | 4 | 4 | 0.88% | 0.93% | 0.96% | Q4 2019 | Q3 2020 | 4 |
Strategic Capital Alternatives LLC | 3 | 1 | 0.02% | 0.05% | 0.07% | Q3 2014 | Q3 2015 | 4 |
PLANNING DIRECTIONS INC | 4 | 4 | 0.23% | 0.26% | 0.31% | Q1 2018 | Q4 2018 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Apella Capital, LLC | 3 | 1 | 0.02% | 0.18% | 0.26% | Q4 2022 | Q4 2023 | 4 |
Rappaport Reiches Capital Management, LLC | 4 | 4 | 0.12% | 0.20% | 0.24% | Q2 2021 | Q1 2022 | 4 |
Trail Ridge Investment Advisors, LLC | 4 | 4 | 0.27% | 0.39% | 0.57% | Q4 2022 | Q3 2023 | 4 |
All Season Financial Advisors, Inc. | 4 | 4 | 0.40% | 0.49% | 0.71% | Q4 2022 | Q3 2023 | 4 |
V Wealth Advisors LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q1 2022 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.04% | 0.09% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.38% | 0.44% | 0.55% | Q4 2022 | Q3 2023 | 4 |
MANAGED ACCOUNT ADVISORS LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 4 |
Wealth & Pension Services Group, Inc. | 4 | 4 | 1.39% | 1.49% | 1.67% | Q4 2018 | Q3 2019 | 4 |
SHUFRO ROSE & CO LLC | 3 | 1 | 0.04% | 1.09% | 2.46% | Q3 2020 | Q3 2023 | 4 |
KWMG, LLC | 3 | 1 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q4 2018 | 4 |
Q3 Asset Management | 2 | 1 | 0.09% | 0.68% | 2.26% | Q1 2022 | Q3 2023 | 4 |
Evergreen Wealth Management, LLC | 4 | 4 | 2.49% | 2.72% | 3.08% | Q4 2022 | Q3 2023 | 4 |
Vontobel Holding Ltd. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
MONECO Advisors, LLC | 4 | 4 | 0.10% | 0.28% | 0.40% | Q4 2022 | Q3 2023 | 4 |
AJ Advisors, LLC | 4 | 4 | 0.31% | 0.33% | 0.36% | Q4 2022 | Q3 2023 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 0.20% | 0.39% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Strategic Capital Group LLC | 4 | 4 | 0.01% | 0.05% | 0.07% | Q3 2013 | Q2 2014 | 4 |
Fiduciary Trust Co International of Pennsylvania | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q1 2020 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 1.69% | 1.98% | 2.39% | Q4 2022 | Q3 2023 | 4 |
Cribstone Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
RE Dickinson Investment Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
LYELL WEALTH MANAGEMENT, LP | 4 | 4 | 0.12% | 0.14% | 0.17% | Q4 2016 | Q3 2017 | 4 |
REDW Wealth LLC | 4 | 4 | 0.08% | 0.16% | 0.23% | Q2 2022 | Q1 2023 | 4 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 3 | 3 | 0.13% | 0.15% | 0.18% | Q4 2019 | Q2 2020 | 3 |
SAWGRASS ASSET MANAGEMENT LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
BIP Wealth, LLC | 3 | 3 | 2.02% | 2.20% | 2.55% | Q1 2023 | Q3 2023 | 3 |
Burleson & Company, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
COMERICA SECURITIES,INC. | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q4 2022 | 3 |
Kelman-Lazarov, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2016 | 3 |
STRINGER ASSET MANAGEMENT, LLC | 3 | 3 | 3.00% | 3.15% | 3.26% | Q2 2020 | Q4 2020 | 3 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.04% | Q1 2014 | Q1 2018 | 3 |
INTREPID CAPITAL MANAGEMENT INC | 3 | 3 | 0.16% | 0.19% | 0.24% | Q2 2020 | Q4 2020 | 3 |
Palumbo Wealth Management LLC | 3 | 3 | 0.14% | 0.16% | 0.17% | Q4 2020 | Q2 2021 | 3 |
First Heartland Consultants, Inc. | 2 | 1 | 0.03% | 0.08% | 0.11% | Q2 2013 | Q2 2014 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.00% | 0.10% | 0.29% | Q4 2022 | Q3 2023 | 3 |
Bridgewater Advisors Inc. | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q2 2022 | 3 |
Paragon Capital Management LLC | 3 | 3 | 0.14% | 0.15% | 0.17% | Q1 2020 | Q3 2020 | 3 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2022 | 3 |
Center For Asset Management LLC | 3 | 3 | 0.36% | 0.38% | 0.39% | Q2 2022 | Q4 2022 | 3 |
JT Stratford LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q4 2019 | 3 |
Saba Capital Management, L.P. | 2 | 1 | 0.10% | 0.47% | 1.01% | Q4 2013 | Q4 2014 | 3 |
Aveo Capital Partners, LLC | 1 | 1 | 0.08% | 0.94% | 1.42% | Q4 2016 | Q1 2020 | 3 |
Yorktown Management & Research Co Inc | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q2 2016 | 3 |
Solidarity Wealth, LLC | 3 | 3 | 0.46% | 0.49% | 0.52% | Q1 2022 | Q3 2022 | 3 |
Hoese & Co LLP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
Sweet Financial Partners, LLC | 3 | 3 | 0.93% | 1.61% | 2.00% | Q1 2023 | Q3 2023 | 3 |
CEDAR CAPITAL, LLC | 3 | 3 | 0.58% | 0.66% | 0.76% | Q1 2021 | Q3 2021 | 3 |
Destiny Capital Corp/CO | 3 | 3 | 1.37% | 1.50% | 1.57% | Q4 2022 | Q2 2023 | 3 |
Measured Wealth Private Client Group, LLC | 2 | 1 | 0.11% | 0.12% | 0.13% | Q3 2018 | Q2 2019 | 3 |
VECTOR WEALTH MANAGEMENT, LLC | 3 | 3 | 0.36% | 0.46% | 0.52% | Q4 2012 | Q2 2013 | 3 |
Rotella Capital Management, Inc. | 3 | 3 | 0.97% | 1.22% | 1.65% | Q2 2013 | Q4 2013 | 3 |
CAZ INVESTMENTS LP | 3 | 3 | 3.75% | 9.75% | 15.42% | Q4 2014 | Q2 2015 | 3 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 3.45% | 3.81% | 4.11% | Q4 2022 | Q3 2023 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 3.71% | 4.51% | 5.71% | Q1 2023 | Q3 2023 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 3 |
Hoxton Planning & Management, LLC | 3 | 3 | 0.17% | 0.18% | 0.20% | Q4 2022 | Q2 2023 | 3 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
FinTrust Investment Advisory Services, LLC | 3 | 3 | 0.20% | 0.22% | 0.24% | Q3 2017 | Q1 2018 | 3 |
Level Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
VALLEY NATIONAL ADVISERS INC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2022 | 3 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
FEDERAL RESERVE BANK OF NEW YORK | 3 | 3 | 3.20% | 3.68% | 4.54% | Q4 2020 | Q2 2021 | 3 |
InTrack Investment Management Inc | 3 | 3 | 0.17% | 0.20% | 0.24% | Q2 2023 | Q4 2023 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Private Wealth Group, LLC | 2 | 1 | 0.32% | 0.41% | 0.54% | Q4 2019 | Q3 2023 | 3 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.10% | 0.19% | Q4 2017 | Q3 2018 | 3 |
GUGGENHEIM CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MMBG INVESTMENT ADVISORS CO. | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Quaker Wealth Management, LLC | 3 | 3 | 0.22% | 0.24% | 0.26% | Q4 2019 | Q2 2020 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 3 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q1 2023 | 3 |
Fortune 45 LLC | 3 | 3 | 0.61% | 1.90% | 2.98% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Management | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2022 | 3 |
McIlrath & Eck, LLC | 3 | 3 | 0.00% | 0.31% | 0.93% | Q1 2023 | Q3 2023 | 3 |
FIRST FOUNDATION ADVISORS | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q2 2016 | 3 |
Evercore Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
MAPLE SECURITIES USA INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q2 2015 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.18% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Jacobsen Capital Management | 3 | 3 | 6.02% | 6.16% | 6.31% | Q2 2019 | Q4 2019 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Sonora Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 3 |
Independent Wealth Network Inc. | 3 | 3 | 0.16% | 0.22% | 0.32% | Q3 2021 | Q1 2022 | 3 |
Rinkey Investments | 3 | 3 | 0.18% | 0.22% | 0.24% | Q4 2021 | Q2 2022 | 3 |
INVESTMENT PARTNERS, LTD. | 3 | 3 | 0.28% | 0.42% | 0.53% | Q3 2015 | Q1 2016 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.61% | 0.63% | 0.65% | Q1 2023 | Q3 2023 | 3 |
High Net Worth Advisory Group LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q4 2023 | 3 |
New Republic Capital, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
MGO Private Wealth, LLC | 3 | 3 | 0.34% | 0.43% | 0.58% | Q3 2022 | Q1 2023 | 3 |
Bell Rock Capital LLC | 3 | 3 | 0.02% | 0.06% | 0.12% | Q2 2019 | Q4 2019 | 3 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 2 | 1 | 1.93% | 2.07% | 2.22% | Q2 2019 | Q1 2021 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 3 | 0.57% | 0.61% | 0.69% | Q3 2018 | Q1 2019 | 3 |
Compass Financial Group, INC/SD | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q2 2023 | 3 |
Rock Creek Group, LP | 3 | 3 | 0.67% | 0.73% | 0.77% | Q1 2021 | Q3 2021 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Titan Capital Management, LLC /TX | 3 | 3 | 0.03% | 7.31% | 11.19% | Q4 2018 | Q2 2019 | 3 |
L.M. KOHN & COMPANY | 2 | 1 | 0.08% | 0.11% | 0.15% | Q1 2022 | Q4 2022 | 3 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.06% | 0.14% | Q4 2018 | Q1 2021 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.24% | 0.47% | 0.59% | Q4 2014 | Q2 2015 | 3 |
Kistler-Tiffany Companies, LLC | 3 | 3 | 0.18% | 0.22% | 0.29% | Q4 2022 | Q2 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Wayfinding Financial, LLC | 2 | 1 | 2.43% | 4.32% | 5.46% | Q3 2022 | Q2 2023 | 3 |
Veritable, L.P. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.06% | 0.07% | 0.10% | Q4 2019 | Q2 2020 | 3 |
SIMPLEX TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SSI INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.25% | 0.25% | 0.26% | Q4 2014 | Q1 2015 | 2 |
Peak Financial Management, Inc. | 1 | 1 | 0.13% | 0.14% | 0.16% | Q4 2015 | Q2 2016 | 2 |
Betterment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Simplicity Wealth,LLC | 2 | 2 | 0.14% | 0.26% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Moss Adams Wealth Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 2 |
Auour Investments LLC | 2 | 2 | 1.92% | 1.97% | 2.02% | Q2 2023 | Q3 2023 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.02% | 0.08% | 0.14% | Q4 2019 | Q1 2020 | 2 |
Schubert & Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Bramshill Investments, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
Itau Unibanco Holding S.A. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
SURIENCE PRIVATE WEALTH LLC | 2 | 2 | 5.90% | 8.28% | 10.67% | Q3 2022 | Q4 2022 | 2 |
Genesee Capital Advisors, LLC | 2 | 2 | 0.83% | 0.86% | 0.88% | Q2 2022 | Q3 2022 | 2 |
CYPRESS FINANCIAL PLANNING LLC | 1 | 1 | 0.13% | 0.24% | 0.35% | Q4 2022 | Q3 2023 | 2 |
Legacy Capital Group California, Inc. | 2 | 2 | 1.63% | 1.86% | 2.09% | Q1 2023 | Q2 2023 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q3 2013 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.18% | 0.21% | 0.25% | Q2 2017 | Q1 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
CTC Capital Management, LLC | 1 | 1 | 1.56% | 2.66% | 3.75% | Q4 2021 | Q2 2022 | 2 |
Gerber Kawasaki Wealth & Investment Management | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2022 | 2 |
3Chopt Investment Partners, LLC | 2 | 2 | 0.15% | 0.66% | 1.16% | Q4 2022 | Q1 2023 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Parsec Financial Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 2 |
American Trust | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q1 2023 | 2 |
BANK OF THE WEST | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q1 2016 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.28% | 0.32% | 0.36% | Q4 2021 | Q1 2022 | 2 |
OTA Financial Group L.P. | 1 | 1 | 0.79% | 0.87% | 0.95% | Q2 2020 | Q4 2020 | 2 |
Wela Strategies, Inc. | 1 | 1 | 0.25% | 4.55% | 8.84% | Q1 2017 | Q4 2017 | 2 |
AlphaCore Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2022 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.20% | 0.24% | 0.29% | Q2 2021 | Q1 2022 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q4 2018 | Q1 2019 | 2 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q4 2022 | 2 |
Stewardship Advisors, LLC | 2 | 2 | 0.31% | 1.54% | 2.77% | Q4 2019 | Q1 2020 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.99% | 1.28% | 1.58% | Q2 2016 | Q3 2016 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 1.56% | 2.20% | 2.83% | Q2 2013 | Q4 2016 | 2 |
First Command Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Capital Planning Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q3 2019 | Q4 2019 | 2 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q2 2020 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
New World Advisors LLC | 1 | 1 | 0.14% | 0.25% | 0.36% | Q2 2021 | Q4 2022 | 2 |
Americana Partners, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q3 2021 | Q4 2021 | 2 |
Redwood Financial Network Corp | 2 | 2 | 0.24% | 0.25% | 0.26% | Q1 2023 | Q2 2023 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q1 2020 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 2 |
BOSTON PRIVATE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
FIRETHORN WEALTH PARTNERS, LLC | 2 | 2 | 0.38% | 0.41% | 0.45% | Q1 2021 | Q2 2021 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q3 2018 | Q4 2019 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 5.56% | 5.60% | 5.64% | Q2 2023 | Q3 2023 | 2 |
USA FINANCIAL FORMULAS | 2 | 2 | 4.06% | 4.08% | 4.10% | Q1 2019 | Q2 2019 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 2 |
EDGE ASSET MANAGEMENT, INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Apollo Management Holdings, L.P. | 2 | 2 | 0.30% | 0.30% | 0.30% | Q2 2019 | Q3 2019 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q1 2020 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Columbia Trust Co 01012016 | 2 | 2 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q1 2023 | 2 |
Portfolio Solutions, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Allegis Investment Advisors, LLC | 2 | 2 | 0.06% | 0.09% | 0.11% | Q4 2017 | Q1 2018 | 2 |
Simplify Asset Management Inc. | 2 | 2 | 0.24% | 0.26% | 0.28% | Q2 2023 | Q3 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Apeiron RIA LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
RGT Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
One Day In July LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.77% | 0.80% | 0.82% | Q1 2023 | Q2 2023 | 2 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 2 | 2 | 0.02% | 0.20% | 0.38% | Q1 2021 | Q2 2021 | 2 |
Kingfisher Capital LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2020 | Q1 2021 | 2 |
AVALON CAPITAL MANAGEMENT | 2 | 2 | 0.46% | 0.63% | 0.80% | Q1 2014 | Q2 2014 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
COWA, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
BHF Kleinwort Benson Group S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 2 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
One Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q2 2021 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.15% | 0.37% | 0.59% | Q1 2019 | Q2 2019 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2015 | 2 |
VAN ECK ASSOCIATES CORP | 2 | 2 | 0.04% | 0.12% | 0.20% | Q2 2015 | Q3 2015 | 2 |
Advanced Asset Management Advisors Inc | 2 | 2 | 0.18% | 0.37% | 0.56% | Q4 2018 | Q1 2019 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2018 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Portfolio Strategies Inc | 1 | 1 | 0.26% | 0.28% | 0.31% | Q4 2016 | Q2 2017 | 2 |
Stephens Consulting, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.60% | 0.61% | 0.61% | Q2 2023 | Q3 2023 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Financial Freedom, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
StoneX Group Inc. | 1 | 1 | 8.38% | 8.38% | 8.38% | Q1 2022 | Q1 2022 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2013 | Q2 2013 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2017 | Q1 2017 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
PFG Investments, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Orca Investment Management, LLC | 1 | 1 | 3.77% | 3.77% | 3.77% | Q1 2021 | Q1 2021 | 1 |
RMR Wealth Builders | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
NWAM LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Chicago Wealth Management, Inc. | 1 | 1 | 2.42% | 2.42% | 2.42% | Q4 2019 | Q4 2019 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2019 | Q1 2019 | 1 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
BCGM Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
CLIENT 1ST ADVISORY GROUP, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
First Personal Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TLW Wealth Management, LLC | 1 | 1 | 1.85% | 1.85% | 1.85% | Q4 2018 | Q4 2018 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Capstone Financial Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
Thomasville National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Avalon Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2013 | Q2 2013 | 1 |
River Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2014 | Q4 2014 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 2.74% | 2.74% | 2.74% | Q4 2022 | Q4 2022 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Telos Capital Management, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2014 | Q1 2014 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2021 | Q4 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Obsidian Personal Planning Solutions LLC | 1 | 1 | 9.86% | 9.86% | 9.86% | Q3 2023 | Q3 2023 | 1 |
NEIRG Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
3D/L Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 1.39% | 1.39% | 1.39% | Q3 2023 | Q3 2023 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 2.28% | 2.28% | 2.28% | Q2 2021 | Q2 2021 | 1 |
Navalign, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Berkshire Money Management, Inc. | 1 | 1 | 6.17% | 6.17% | 6.17% | Q3 2021 | Q3 2021 | 1 |
West Wealth Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2018 | Q2 2018 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WIT, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2023 | Q2 2023 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CENTRAL BANK OF BRAZIL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Signify Wealth | 1 | 1 | 13.00% | 13.00% | 13.00% | Q4 2022 | Q4 2022 | 1 |
F3Logic, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Suncoast Equity Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Bremer Bank National Association | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
TSFG, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2023 | Q3 2023 | 1 |
BMS Financial Advisors, LLC | 1 | 1 | 2.57% | 2.57% | 2.57% | Q2 2023 | Q2 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2022 | Q3 2022 | 1 |
CAPSTONE ASSET MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
InterOcean Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
Northeast Financial Consultants Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Equinox Fund Management LLC | 1 | 1 | 5.66% | 5.66% | 5.66% | Q2 2013 | Q2 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Colony Family Offices, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2021 | Q4 2021 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
White Lighthouse Investment Management Inc. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2017 | Q4 2017 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Colonial Trust Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2022 | Q4 2022 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Torch Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2023 | Q2 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2021 | Q2 2021 | 1 |
Silver Point Capital L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Bell Bank | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2022 | Q2 2022 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2019 | Q4 2019 | 1 |
HORIZON FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Strategic Financial Services, Inc, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 2.89% | 2.89% | 2.89% | Q3 2019 | Q3 2019 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Garde Capital, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2014 | Q3 2014 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ROGCO, LP | 1 | 1 | 3.66% | 3.66% | 3.66% | Q3 2023 | Q3 2023 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Field & Main Bank | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Trutina Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Crestline Management, LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2022 | Q2 2022 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lifestyle Asset Management, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WealthSpring Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q3 2022 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2021 | Q4 2021 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Barrington Strategic Wealth Management Group LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2015 | Q3 2015 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HCR Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clarity Financial LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q1 2021 | Q1 2021 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Frisch Financial Group, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Eos Management, L.P. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2020 | Q1 2020 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Delta Dental Plan of Michigan, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2017 | Q4 2017 | 1 |
Madrona Financial Services, LLC | 1 | 1 | 3.04% | 3.04% | 3.04% | Q2 2020 | Q2 2020 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
WELCH & FORBES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
GW HENSSLER & ASSOCIATES LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
CPWM, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2011 | Q4 2011 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Walkner Condon Financial Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
United Community Bank | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Portland Global Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Wallace Advisory Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.