Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 61 |
THRIVENT FINANCIAL FOR LUTHERANS | 38 | 38 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 45 |
Freedom Investment Management, Inc. | 43 | 43 | 0.02% | 0.25% | 0.60% | Q1 2013 | Q3 2023 | 43 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.22% | 0.75% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.20% | 0.82% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.02% | 0.12% | 0.18% | Q3 2013 | Q4 2023 | 41 |
US BANCORP \DE\ | 23 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Citadel Advisors | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 22 | 18 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
ARROW FINANCIAL CORP | 38 | 38 | 0.04% | 0.37% | 5.52% | Q2 2014 | Q3 2023 | 38 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
Capital Directions Investment Advisors, LLC | 20 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2022 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.03% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 33 | 2 | 0.02% | 0.09% | 0.25% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.09% | Q4 2014 | Q3 2023 | 36 |
SIGNATUREFD, LLC | 14 | 9 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 35 |
LINCOLN NATIONAL CORP | 31 | 3 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 34 |
GOLDMAN SACHS GROUP INC | 21 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 33 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 28 | 5 | 0.01% | 0.10% | 0.45% | Q1 2014 | Q3 2023 | 33 |
Cutler Group LLC / CA | 16 | 16 | 0.00% | 0.01% | 0.10% | Q4 2019 | Q3 2023 | 33 |
Avior Wealth Management, LLC | 32 | 32 | 0.02% | 0.52% | 1.40% | Q4 2015 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.27% | 1.60% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.02% | 0.11% | 0.36% | Q4 2015 | Q3 2023 | 31 |
Bank of New York Mellon Corp | 31 | 31 | 0.00% | 0.00% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.01% | 0.08% | 0.30% | Q1 2016 | Q3 2023 | 31 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 8 | 0.00% | 0.14% | 0.61% | Q2 2013 | Q3 2023 | 29 |
CITIGROUP INC | 27 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 29 |
BlackRock Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 29 |
Transform Wealth, LLC | 25 | 4 | 0.30% | 0.67% | 2.42% | Q2 2016 | Q3 2023 | 29 |
AMERIPRISE FINANCIAL INC | 29 | 29 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 29 |
Creative Planning | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 28 |
Kalos Management, Inc. | 25 | 3 | 0.08% | 0.25% | 0.66% | Q4 2015 | Q2 2023 | 28 |
HighTower Advisors, LLC | 26 | 2 | 0.00% | 0.06% | 0.14% | Q1 2015 | Q3 2023 | 28 |
Janney Montgomery Scott LLC | 27 | 27 | 0.01% | 0.07% | 0.18% | Q1 2017 | Q3 2023 | 27 |
ASSETMARK, INC | 27 | 27 | 0.00% | 0.09% | 1.16% | Q1 2017 | Q3 2023 | 27 |
Private Advisor Group, LLC | 27 | 27 | 0.01% | 0.18% | 0.70% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.08% | 0.80% | Q2 2013 | Q4 2019 | 27 |
FIRST NATIONAL TRUST CO | 27 | 27 | 0.21% | 1.20% | 1.77% | Q1 2017 | Q3 2023 | 27 |
Ausdal Financial Partners, Inc. | 15 | 1 | 0.00% | 0.16% | 0.34% | Q4 2015 | Q3 2023 | 26 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 3 | 0.03% | 0.94% | 4.18% | Q4 2016 | Q3 2023 | 25 |
Jacobi Capital Management LLC | 25 | 25 | 0.00% | 0.34% | 2.52% | Q3 2017 | Q3 2023 | 25 |
Larson Financial Group LLC | 24 | 24 | 0.44% | 3.33% | 4.56% | Q4 2017 | Q3 2023 | 24 |
CWM, LLC | 15 | 1 | 0.00% | 0.10% | 0.90% | Q1 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 24 | 24 | 0.00% | 0.04% | 0.17% | Q4 2017 | Q3 2023 | 24 |
OLD SECOND NATIONAL BANK OF AURORA | 24 | 24 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
AlphaStar Capital Management, LLC | 24 | 24 | 0.48% | 4.49% | 9.05% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.02% | 0.15% | 0.60% | Q4 2017 | Q3 2023 | 24 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 24 |
Lutz Financial Services LLC | 24 | 24 | 3.97% | 8.11% | 10.30% | Q4 2017 | Q3 2023 | 24 |
Stratos Wealth Partners, LTD. | 24 | 24 | 0.00% | 0.06% | 0.20% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 24 | 24 | 0.01% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.04% | 0.09% | 0.25% | Q4 2017 | Q3 2023 | 24 |
OARSMAN CAPITAL, INC. | 24 | 24 | 0.28% | 2.00% | 3.43% | Q4 2017 | Q3 2023 | 24 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 0.55% | 2.80% | 5.14% | Q4 2017 | Q3 2023 | 24 |
Kingsview Wealth Management, LLC | 9 | 6 | 0.13% | 0.35% | 0.67% | Q1 2017 | Q3 2023 | 24 |
PFG Advisors | 24 | 24 | 0.09% | 0.19% | 0.48% | Q4 2017 | Q3 2023 | 24 |
SIGNET FINANCIAL MANAGEMENT, LLC | 24 | 24 | 0.22% | 3.02% | 7.58% | Q4 2017 | Q3 2023 | 24 |
Raab & Moskowitz Asset Management LLC | 24 | 24 | 0.28% | 1.00% | 1.93% | Q4 2017 | Q3 2023 | 24 |
Savant Capital, LLC | 24 | 24 | 0.08% | 0.54% | 1.14% | Q4 2017 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2023 | 24 |
NOTTINGHAM ADVISORS, INC. | 24 | 24 | 0.10% | 4.55% | 6.89% | Q4 2017 | Q3 2023 | 24 |
Winch Advisory Services, LLC | 24 | 24 | 0.02% | 2.09% | 5.24% | Q4 2017 | Q3 2023 | 24 |
BB&T SECURITIES, LLC | 15 | 8 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2019 | 23 |
Community Bank, N.A. | 23 | 23 | 0.07% | 0.12% | 0.24% | Q1 2018 | Q3 2023 | 23 |
WealthPLAN Partners, LLC | 18 | 5 | 0.04% | 0.35% | 0.93% | Q4 2017 | Q4 2023 | 23 |
STIFEL FINANCIAL CORP | 23 | 23 | 0.00% | 0.09% | 0.20% | Q1 2018 | Q3 2023 | 23 |
Arete Wealth Advisors, LLC | 23 | 23 | 0.09% | 0.19% | 0.38% | Q1 2018 | Q3 2023 | 23 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 23 | 23 | 0.02% | 0.40% | 0.75% | Q1 2018 | Q3 2023 | 23 |
Valmark Advisers, Inc. | 23 | 23 | 2.40% | 5.74% | 6.38% | Q1 2018 | Q3 2023 | 23 |
JPMORGAN CHASE & CO | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 23 |
Baltimore-Washington Financial Advisors, Inc. | 23 | 23 | 0.11% | 0.29% | 0.52% | Q1 2018 | Q3 2023 | 23 |
Focused Wealth Management, Inc | 23 | 23 | 0.05% | 3.17% | 8.40% | Q1 2018 | Q3 2023 | 23 |
Financial Planning & Information Services, Inc. | 23 | 23 | 0.56% | 1.35% | 1.97% | Q1 2018 | Q3 2023 | 23 |
Mariner, LLC | 23 | 23 | 0.02% | 0.09% | 0.28% | Q1 2018 | Q3 2023 | 23 |
Moisand Fitzgerald Tamayo, LLC | 23 | 23 | 0.07% | 0.68% | 1.20% | Q1 2018 | Q3 2023 | 23 |
JT Stratford LLC | 23 | 23 | 0.21% | 0.61% | 2.21% | Q1 2018 | Q3 2023 | 23 |
INSPIRION WEALTH ADVISORS, LLC | 23 | 23 | 4.87% | 8.47% | 12.55% | Q1 2018 | Q3 2023 | 23 |
WRAPMANAGER INC | 23 | 23 | 1.90% | 2.44% | 3.37% | Q1 2018 | Q3 2023 | 23 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 16 | 1 | 0.03% | 0.12% | 0.34% | Q4 2017 | Q3 2023 | 22 |
Fernwood Investment Management, LLC | 22 | 22 | 0.13% | 0.35% | 0.56% | Q2 2018 | Q3 2023 | 22 |
E&G Advisors, LP | 22 | 22 | 0.18% | 0.40% | 0.49% | Q2 2018 | Q3 2023 | 22 |
Invesco Ltd. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Occidental Asset Management, LLC | 22 | 22 | 0.14% | 1.01% | 1.23% | Q2 2018 | Q3 2023 | 22 |
Advisory Alpha, LLC | 22 | 22 | 4.16% | 7.58% | 11.41% | Q2 2018 | Q3 2023 | 22 |
Probity Advisors, Inc. | 12 | 2 | 0.35% | 1.31% | 1.66% | Q4 2017 | Q3 2023 | 22 |
American Investment Services, Inc. | 19 | 3 | 0.09% | 0.40% | 0.64% | Q1 2018 | Q3 2023 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 22 | 22 | 0.00% | 0.47% | 3.06% | Q2 2018 | Q3 2023 | 22 |
JNBA Financial Advisors | 20 | 1 | 0.00% | 0.99% | 2.03% | Q3 2016 | Q3 2023 | 22 |
Ford Financial Group, LLC | 22 | 22 | 5.84% | 15.30% | 31.48% | Q4 2017 | Q1 2023 | 22 |
Capital Advisory Group Advisory Services, LLC | 22 | 22 | 0.01% | 0.43% | 2.37% | Q2 2018 | Q3 2023 | 22 |
Sound Income Strategies, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Advisory Services Network, LLC | 22 | 22 | 0.00% | 0.04% | 0.17% | Q2 2018 | Q3 2023 | 22 |
FOUNDERS FINANCIAL SECURITIES LLC | 20 | 2 | 1.54% | 4.70% | 7.29% | Q1 2018 | Q3 2023 | 22 |
Pure Financial Advisors, LLC | 22 | 22 | 0.65% | 1.45% | 3.01% | Q3 2018 | Q4 2023 | 22 |
ATLAS CAPITAL ADVISORS LLC | 12 | 10 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 22 |
Tortoise Investment Management, LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Horizon Investments, LLC | 11 | 2 | 1.21% | 5.33% | 11.19% | Q1 2018 | Q3 2023 | 21 |
Moloney Securities Asset Management, LLC | 12 | 9 | 0.04% | 0.19% | 0.68% | Q1 2018 | Q3 2023 | 21 |
WALLER FINANCIAL PLANNING GROUP, INC | 21 | 21 | 1.34% | 2.35% | 3.84% | Q4 2018 | Q4 2023 | 21 |
PFS INVESTMENTS INC. | 19 | 2 | 0.74% | 2.45% | 4.97% | Q1 2018 | Q2 2023 | 21 |
Brinker Capital Investments, LLC | 21 | 21 | 0.03% | 0.66% | 1.27% | Q4 2017 | Q4 2022 | 21 |
Sharkey, Howes & Javer | 21 | 21 | 0.06% | 0.24% | 1.15% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.05% | 0.14% | Q3 2018 | Q3 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 21 | 0.00% | 0.05% | 0.18% | Q3 2018 | Q3 2023 | 21 |
BURNEY CO/ | 21 | 21 | 0.03% | 0.41% | 0.62% | Q3 2018 | Q3 2023 | 21 |
Accredited Investors Inc. | 21 | 21 | 3.15% | 6.92% | 11.66% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.02% | 0.14% | Q4 2013 | Q3 2023 | 21 |
COLONY GROUP LLC | 11 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 21 |
Allworth Financial LP | 20 | 1 | 0.01% | 3.97% | 6.28% | Q1 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.06% | 0.51% | Q4 2017 | Q3 2022 | 20 |
Patriot Financial Group Insurance Agency, LLC | 20 | 20 | 0.00% | 0.51% | 1.58% | Q3 2018 | Q2 2023 | 20 |
CENTAURUS FINANCIAL, INC. | 19 | 1 | 0.01% | 0.22% | 0.40% | Q2 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.01% | 0.33% | 1.36% | Q1 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 10 | 10 | 0.00% | 0.01% | 0.10% | Q3 2018 | Q3 2023 | 20 |
ERn Financial, LLC | 20 | 20 | 1.24% | 3.41% | 6.87% | Q4 2018 | Q3 2023 | 20 |
Betterment LLC | 20 | 20 | 0.04% | 0.15% | 0.37% | Q4 2018 | Q3 2023 | 20 |
CAHABA WEALTH MANAGEMENT, INC. | 20 | 20 | 0.03% | 0.07% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Money Design Co.,Ltd. | 20 | 20 | 0.08% | 2.73% | 5.99% | Q4 2018 | Q3 2023 | 20 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 20 | 20 | 0.10% | 0.16% | 0.25% | Q3 2016 | Q2 2021 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 1.73% | 2.54% | 3.90% | Q4 2018 | Q3 2023 | 20 |
Brio Consultants, LLC | 20 | 20 | 0.06% | 1.03% | 4.17% | Q4 2018 | Q3 2023 | 20 |
WealthShield Partners, LLC | 11 | 2 | 0.01% | 0.15% | 0.32% | Q1 2018 | Q3 2023 | 20 |
TPG Financial Advisors, LLC | 20 | 20 | 5.94% | 7.07% | 9.47% | Q4 2018 | Q3 2023 | 20 |
Centerpoint Advisors, LLC | 20 | 20 | 0.36% | 1.48% | 4.33% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.08% | 0.31% | Q4 2018 | Q3 2023 | 20 |
Cetera Advisors LLC | 11 | 9 | 0.01% | 0.04% | 0.14% | Q4 2017 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.07% | 0.22% | Q4 2018 | Q3 2023 | 20 |
ALTFEST L J & CO INC | 19 | 19 | 0.09% | 0.23% | 0.69% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
STEPHENS INC /AR/ | 13 | 1 | 0.00% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 19 |
COURIER CAPITAL LLC | 19 | 19 | 0.03% | 0.52% | 1.12% | Q1 2019 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 1.02% | 1.32% | 1.65% | Q1 2019 | Q3 2023 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 8.85% | 14.60% | 19.38% | Q1 2019 | Q3 2023 | 19 |
Permanens Capital L.P. | 19 | 19 | 0.09% | 0.97% | 4.26% | Q1 2019 | Q3 2023 | 19 |
FIFTH THIRD BANCORP | 18 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.23% | 0.66% | Q1 2019 | Q3 2023 | 19 |
Baird Financial Group, Inc. | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
StrategIQ Financial Group, LLC | 19 | 19 | 0.06% | 0.99% | 1.60% | Q1 2019 | Q3 2023 | 19 |
Frisch Financial Group, Inc. | 13 | 6 | 0.11% | 1.26% | 4.19% | Q4 2018 | Q3 2023 | 19 |
Altium Wealth Management LLC | 19 | 19 | 1.36% | 2.11% | 3.14% | Q4 2017 | Q2 2022 | 19 |
JUNCTURE WEALTH STRATEGIES, LLC | 19 | 19 | 3.33% | 5.15% | 7.10% | Q2 2019 | Q4 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.10% | 0.54% | 1.35% | Q4 2018 | Q3 2023 | 19 |
GHP Investment Advisors, Inc. | 19 | 19 | 0.03% | 0.31% | 0.47% | Q1 2019 | Q3 2023 | 19 |
Ballast, Inc. | 19 | 19 | 0.12% | 0.81% | 2.10% | Q1 2019 | Q3 2023 | 19 |
CORDA Investment Management, LLC. | 19 | 19 | 0.19% | 0.24% | 0.54% | Q1 2019 | Q3 2023 | 19 |
REILLY FINANCIAL ADVISORS, LLC | 19 | 19 | 0.00% | 0.09% | 0.15% | Q2 2017 | Q4 2021 | 19 |
CX Institutional | 18 | 18 | 0.45% | 0.83% | 1.62% | Q2 2019 | Q3 2023 | 18 |
GenWealth Group, Inc. | 18 | 18 | 0.26% | 1.39% | 2.18% | Q2 2019 | Q3 2023 | 18 |
Simplicity Solutions, LLC | 8 | 1 | 0.01% | 0.26% | 0.56% | Q2 2018 | Q2 2023 | 18 |
Global Retirement Partners, LLC | 11 | 7 | 0.00% | 0.23% | 0.59% | Q1 2019 | Q3 2023 | 18 |
Measured Wealth Private Client Group, LLC | 18 | 18 | 1.36% | 12.88% | 16.23% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q3 2017 | 18 |
Lantz Financial LLC | 18 | 18 | 0.24% | 0.76% | 1.43% | Q2 2019 | Q3 2023 | 18 |
OLD NATIONAL BANCORP /IN/ | 18 | 18 | 0.02% | 1.37% | 1.80% | Q2 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.40% | 0.56% | Q2 2019 | Q3 2023 | 18 |
NorthRock Partners, LLC | 18 | 18 | 0.07% | 7.87% | 9.74% | Q2 2019 | Q3 2023 | 18 |
Rehmann Capital Advisory Group | 15 | 3 | 0.00% | 0.10% | 0.25% | Q4 2018 | Q3 2023 | 18 |
Cooper Financial Group | 17 | 1 | 0.15% | 0.93% | 1.57% | Q4 2018 | Q3 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 12 | 6 | 0.00% | 0.12% | 0.56% | Q1 2019 | Q3 2023 | 18 |
Diligent Investors, LLC | 18 | 18 | 2.09% | 3.53% | 4.57% | Q2 2019 | Q3 2023 | 18 |
NICOLET BANKSHARES INC | 17 | 1 | 0.11% | 8.77% | 15.23% | Q1 2018 | Q3 2023 | 18 |
OneDigital Investment Advisors LLC | 13 | 2 | 0.00% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 18 |
Avantax Planning Partners, Inc. | 17 | 1 | 0.00% | 0.62% | 3.41% | Q3 2018 | Q3 2023 | 18 |
ALESCO ADVISORS LLC | 14 | 4 | 0.01% | 3.41% | 4.58% | Q1 2019 | Q3 2023 | 18 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 18 | 18 | 0.11% | 0.67% | 3.93% | Q2 2019 | Q3 2023 | 18 |
American Money Management, LLC | 17 | 17 | 0.97% | 1.20% | 1.47% | Q3 2019 | Q3 2023 | 17 |
Salomon & Ludwin, LLC | 17 | 17 | 0.02% | 0.10% | 0.19% | Q3 2019 | Q3 2023 | 17 |
Mutual Advisors, LLC | 10 | 1 | 0.01% | 0.10% | 0.37% | Q1 2019 | Q3 2023 | 17 |
Formidable Asset Management, LLC | 11 | 6 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q1 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Koshinski Asset Management, Inc. | 16 | 1 | 0.04% | 0.29% | 0.53% | Q2 2019 | Q3 2023 | 17 |
Foresight Wealth Management, LLC | 17 | 17 | 0.19% | 5.12% | 16.65% | Q4 2018 | Q4 2022 | 17 |
STATE STREET CORP | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 17 |
Snowden Capital Advisors LLC | 9 | 8 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 17 |
Hamilton Capital, LLC | 12 | 12 | 0.00% | 23.92% | 49.38% | Q4 2020 | Q3 2023 | 17 |
Financial Engines Advisors L.L.C. | 17 | 17 | 0.02% | 5.22% | 7.97% | Q3 2019 | Q3 2023 | 17 |
Bristlecone Advisors, LLC | 17 | 17 | 0.10% | 0.20% | 0.26% | Q3 2019 | Q3 2023 | 17 |
BLAIR WILLIAM & CO/IL | 10 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
Gradient Investments LLC | 17 | 17 | 0.00% | 1.23% | 3.30% | Q3 2019 | Q3 2023 | 17 |
Wambolt & Associates, LLC | 16 | 16 | 0.18% | 0.29% | 0.48% | Q4 2019 | Q3 2023 | 16 |
Marcum Wealth, LLC | 16 | 16 | 0.46% | 1.39% | 6.17% | Q4 2019 | Q3 2023 | 16 |
Sowell Financial Services LLC | 10 | 1 | 0.00% | 0.05% | 0.19% | Q4 2018 | Q3 2023 | 16 |
SEI INVESTMENTS CO | 10 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.58% | 5.41% | Q4 2019 | Q3 2023 | 16 |
IHT Wealth Management, LLC | 16 | 16 | 0.11% | 1.71% | 3.72% | Q4 2019 | Q3 2023 | 16 |
B. Riley Wealth Advisors, Inc. | 14 | 2 | 0.01% | 0.09% | 0.61% | Q3 2019 | Q3 2023 | 16 |
Certified Advisory Corp | 11 | 5 | 0.08% | 0.37% | 0.50% | Q2 2019 | Q3 2023 | 16 |
Connecticut Wealth Management, LLC | 10 | 6 | 0.67% | 4.06% | 6.31% | Q3 2019 | Q3 2023 | 16 |
TOBIAS FINANCIAL ADVISORS, INC. | 16 | 16 | 0.21% | 0.41% | 1.03% | Q4 2019 | Q3 2023 | 16 |
Brookstone Capital Management | 11 | 5 | 0.02% | 0.64% | 2.00% | Q1 2019 | Q3 2023 | 16 |
Riverpoint Wealth Management Holdings, LLC | 16 | 16 | 0.71% | 1.03% | 1.76% | Q4 2019 | Q3 2023 | 16 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 16 | 16 | 0.17% | 0.56% | 1.00% | Q4 2019 | Q3 2023 | 16 |
LEVEL FOUR ADVISORY SERVICES, LLC | 15 | 1 | 0.03% | 0.81% | 1.75% | Q4 2016 | Q3 2023 | 16 |
Meridian Wealth Management, LLC | 14 | 1 | 0.04% | 0.72% | 1.28% | Q2 2019 | Q3 2023 | 16 |
MANAGED ACCOUNT SERVICES INC | 16 | 16 | 0.36% | 2.65% | 5.35% | Q4 2017 | Q3 2021 | 16 |
CIBC Private Wealth Group, LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.36% | 0.41% | 0.47% | Q4 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.07% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Valtinson Bruner Financial Planning LLC | 11 | 5 | 0.13% | 1.92% | 3.97% | Q4 2018 | Q3 2023 | 16 |
Dynamic Advisor Solutions LLC | 9 | 1 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 16 |
Doyle Wealth Management | 16 | 16 | 0.06% | 0.69% | 1.42% | Q4 2018 | Q3 2022 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.67% | 1.02% | 2.88% | Q4 2019 | Q3 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 1.14% | 1.37% | 1.94% | Q4 2019 | Q3 2023 | 16 |
Capital Advisors, Ltd. LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Aptus Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 16 | 0.05% | 0.73% | 1.83% | Q4 2018 | Q3 2022 | 16 |
Clearstead Advisors, LLC | 15 | 1 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 16 |
Regal Investment Advisors LLC | 5 | 1 | 0.02% | 0.12% | 0.60% | Q4 2018 | Q3 2023 | 16 |
First Horizon Advisors, Inc. | 10 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
Parallel Advisors, LLC | 10 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
RETIREMENT INCOME SOLUTIONS, INC | 16 | 16 | 0.70% | 1.39% | 2.81% | Q4 2019 | Q3 2023 | 16 |
Detalus Advisors, LLC | 16 | 16 | 0.24% | 0.47% | 2.39% | Q4 2019 | Q3 2023 | 16 |
HOWARD WEALTH MANAGEMENT, LLC | 16 | 16 | 0.29% | 0.67% | 1.17% | Q4 2019 | Q3 2023 | 16 |
FIRST NATIONAL BANK OF OMAHA | 16 | 16 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.20% | 1.85% | 4.00% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.06% | 1.35% | 2.02% | Q4 2019 | Q3 2023 | 16 |
PrairieView Partners, LLC | 15 | 1 | 0.02% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 16 |
Klingman & Associates, LLC | 15 | 15 | 2.44% | 3.17% | 4.07% | Q1 2020 | Q3 2023 | 15 |
RESTON WEALTH MANAGEMENT LLC | 15 | 15 | 4.90% | 14.50% | 19.28% | Q1 2020 | Q3 2023 | 15 |
MGO ONE SEVEN LLC | 9 | 1 | 0.01% | 0.07% | 0.28% | Q4 2017 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 2.25% | 7.94% | 9.02% | Q4 2019 | Q3 2023 | 15 |
ERTS Wealth Advisors, LLC | 15 | 15 | 0.16% | 11.48% | 17.42% | Q1 2020 | Q3 2023 | 15 |
Visionary Wealth Advisors | 15 | 15 | 0.08% | 0.15% | 0.21% | Q1 2020 | Q3 2023 | 15 |
LOWE BROCKENBROUGH & CO INC | 15 | 15 | 0.06% | 0.31% | 0.69% | Q1 2020 | Q3 2023 | 15 |
Wealthcare Advisory Partners LLC | 15 | 15 | 0.00% | 0.18% | 0.38% | Q1 2020 | Q3 2023 | 15 |
Bridgeworth, LLC | 15 | 15 | 0.13% | 0.27% | 0.53% | Q1 2020 | Q3 2023 | 15 |
Edmonds Duncan Registered Investment Advisors, LLC | 15 | 15 | 4.08% | 6.18% | 7.08% | Q1 2020 | Q3 2023 | 15 |
McAdam, LLC | 15 | 15 | 0.29% | 0.74% | 1.13% | Q1 2020 | Q3 2023 | 15 |
Ackerman Capital Advisors, LLC | 15 | 15 | 0.55% | 3.51% | 6.65% | Q1 2020 | Q3 2023 | 15 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.18% | 0.29% | 0.40% | Q1 2020 | Q3 2023 | 15 |
Carnegie Capital Asset Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Alera Investment Advisors, LLC | 15 | 15 | 3.92% | 8.61% | 10.89% | Q1 2020 | Q3 2023 | 15 |
EWG Elevate Inc. | 13 | 2 | 0.07% | 0.39% | 1.87% | Q4 2019 | Q3 2023 | 15 |
RIVERSEDGE ADVISORS, LLC | 15 | 15 | 5.78% | 7.42% | 9.98% | Q1 2020 | Q3 2023 | 15 |
Wagner Wealth Management, LLC | 11 | 4 | 0.01% | 0.04% | 0.09% | Q4 2017 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.16% | 1.31% | Q2 2016 | Q4 2019 | 15 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 15 | 15 | 0.05% | 0.20% | 0.55% | Q1 2020 | Q3 2023 | 15 |
WOLVERINE TRADING, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 15 |
Redwood Investment Management, LLC | 8 | 1 | 0.07% | 1.43% | 4.73% | Q3 2018 | Q3 2023 | 15 |
CITIZENS FINANCIAL GROUP INC/RI | 15 | 15 | 0.00% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Pinnacle Bancorp, Inc. | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
NewSquare Capital LLC | 15 | 15 | 0.30% | 0.38% | 0.50% | Q1 2020 | Q3 2023 | 15 |
Key FInancial Inc | 15 | 15 | 0.34% | 1.51% | 2.17% | Q1 2020 | Q3 2023 | 15 |
Clark Capital Management Group, Inc. | 8 | 1 | 0.00% | 0.57% | 3.08% | Q4 2018 | Q3 2023 | 15 |
FRANKLIN RESOURCES INC | 12 | 3 | 0.00% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 11 | 4 | 0.01% | 0.15% | 0.40% | Q4 2019 | Q3 2023 | 15 |
Laurel Wealth Advisors, Inc. | 8 | 2 | 0.08% | 0.23% | 0.52% | Q2 2017 | Q4 2022 | 15 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q4 2021 | 15 |
Magnus Financial Group LLC | 15 | 15 | 0.96% | 6.59% | 8.84% | Q1 2020 | Q3 2023 | 15 |
Bedel Financial Consulting, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 15 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.11% | 0.24% | 0.95% | Q1 2020 | Q3 2023 | 15 |
Waldron Private Wealth LLC | 14 | 14 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Clear Perspective Advisors, LLC | 8 | 6 | 0.00% | 0.25% | 0.56% | Q1 2018 | Q4 2021 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.31% | 0.44% | 0.65% | Q2 2020 | Q3 2023 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.25% | 0.53% | 1.20% | Q2 2020 | Q3 2023 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.09% | 0.20% | 0.27% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 14 |
Bremer Bank National Association | 14 | 14 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Wallington Asset Management, LLC | 11 | 1 | 0.05% | 0.09% | 0.14% | Q3 2019 | Q3 2023 | 14 |
Private Wealth Group, LLC | 12 | 2 | 0.22% | 3.58% | 6.71% | Q1 2020 | Q3 2023 | 14 |
CONDOR CAPITAL MANAGEMENT | 12 | 2 | 0.02% | 0.13% | 0.22% | Q1 2018 | Q1 2022 | 14 |
Perigon Wealth Management, LLC | 13 | 1 | 0.02% | 0.06% | 0.08% | Q3 2011 | Q3 2023 | 14 |
People's United Financial, Inc. | 14 | 14 | 0.01% | 0.42% | 0.78% | Q4 2018 | Q1 2022 | 14 |
BENJAMIN EDWARDS INC | 14 | 14 | 0.32% | 0.85% | 1.45% | Q2 2020 | Q3 2023 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 14 | 0.84% | 1.77% | 2.56% | Q2 2020 | Q3 2023 | 14 |
Cedar Wealth Management, LLC | 14 | 14 | 0.04% | 0.35% | 0.65% | Q2 2020 | Q3 2023 | 14 |
Clarus Wealth Advisors | 10 | 4 | 1.20% | 3.11% | 4.99% | Q1 2019 | Q2 2023 | 14 |
Integrated Wealth Concepts LLC | 13 | 1 | 0.02% | 0.07% | 0.19% | Q4 2019 | Q3 2023 | 14 |
One Capital Management, LLC | 10 | 1 | 0.00% | 0.63% | 1.32% | Q3 2014 | Q3 2023 | 14 |
MERITAGE PORTFOLIO MANAGEMENT | 13 | 13 | 0.58% | 1.01% | 2.19% | Q3 2020 | Q3 2023 | 13 |
Advisor OS, LLC | 12 | 1 | 0.08% | 0.77% | 7.26% | Q2 2020 | Q3 2023 | 13 |
MSI Financial Services Inc | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 13 |
Financial Insights, Inc. | 9 | 1 | 0.16% | 0.23% | 0.39% | Q3 2019 | Q3 2023 | 13 |
Executive Wealth Management, LLC | 11 | 2 | 0.36% | 1.39% | 2.05% | Q3 2019 | Q3 2023 | 13 |
Stratos Wealth Advisors, LLC | 12 | 1 | 0.01% | 0.13% | 0.35% | Q1 2020 | Q3 2023 | 13 |
Graypoint LLC | 13 | 13 | 0.09% | 0.12% | 0.15% | Q3 2020 | Q3 2023 | 13 |
TIAA, FSB | 13 | 13 | 0.04% | 0.12% | 0.42% | Q2 2020 | Q2 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 1.13% | 1.58% | 2.37% | Q4 2020 | Q4 2023 | 13 |
ATTICUS WEALTH MANAGEMENT, LLC | 13 | 13 | 0.01% | 1.92% | 6.96% | Q3 2020 | Q3 2023 | 13 |
Ellevest, Inc. | 12 | 1 | 0.00% | 0.08% | 0.19% | Q4 2019 | Q3 2023 | 13 |
1ST SOURCE BANK | 13 | 13 | 0.02% | 0.12% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Windsor Capital Management, LLC | 13 | 13 | 2.19% | 5.52% | 6.38% | Q3 2020 | Q3 2023 | 13 |
PACIFIC FINANCIAL GROUP INC | 12 | 1 | 0.06% | 4.31% | 6.10% | Q4 2019 | Q3 2023 | 13 |
DFPG INVESTMENTS, LLC | 6 | 1 | 0.08% | 0.36% | 1.17% | Q3 2019 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.17% | 0.31% | 0.73% | Q4 2020 | Q3 2023 | 12 |
Bison Wealth, LLC | 12 | 12 | 0.01% | 0.03% | 0.14% | Q4 2019 | Q3 2022 | 12 |
55I, LLC | 12 | 12 | 0.20% | 0.83% | 1.46% | Q4 2019 | Q3 2022 | 12 |
Compton Financial Group, LLC | 12 | 12 | 13.30% | 14.27% | 15.48% | Q4 2020 | Q3 2023 | 12 |
Facet Wealth, Inc. | 12 | 12 | 0.03% | 0.24% | 1.67% | Q4 2020 | Q3 2023 | 12 |
Tranquilli Financial Advisor LLC | 12 | 12 | 0.82% | 2.22% | 3.00% | Q4 2020 | Q3 2023 | 12 |
Sanchez Wealth Management Group | 12 | 12 | 6.25% | 8.62% | 9.61% | Q4 2020 | Q3 2023 | 12 |
SignalPoint Asset Management, LLC | 12 | 12 | 0.08% | 0.16% | 0.59% | Q3 2019 | Q2 2022 | 12 |
KWB Wealth | 12 | 12 | 9.15% | 10.31% | 12.14% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.07% | 0.15% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 2.74% | 2.84% | 3.01% | Q4 2020 | Q3 2023 | 12 |
HUNTINGTON NATIONAL BANK | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
COWA, LLC | 12 | 12 | 0.26% | 0.36% | 0.51% | Q4 2020 | Q3 2023 | 12 |
USCA RIA LLC | 12 | 12 | 0.04% | 0.09% | 0.12% | Q3 2018 | Q2 2021 | 12 |
Alexandria Capital, LLC | 12 | 12 | 0.13% | 0.19% | 0.22% | Q4 2018 | Q3 2021 | 12 |
Harbor Group, Inc. | 12 | 12 | 7.54% | 8.75% | 9.45% | Q4 2020 | Q3 2023 | 12 |
GRIMES & COMPANY, INC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Opal Wealth Advisors, LLC | 12 | 12 | 0.72% | 1.03% | 1.30% | Q4 2020 | Q3 2023 | 12 |
Perennial Investment Advisors, LLC | 12 | 12 | 0.33% | 2.31% | 7.25% | Q4 2020 | Q3 2023 | 12 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Balentine LLC | 8 | 1 | 0.00% | 2.89% | 7.18% | Q4 2018 | Q1 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.09% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 1.32% | 7.05% | 11.01% | Q4 2020 | Q3 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.02% | 0.05% | 0.13% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.40% | 0.81% | 1.17% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 1.03% | 1.11% | 1.19% | Q4 2020 | Q3 2023 | 12 |
Vectors Research Management, LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q2 2022 | 12 |
Centennial Wealth Advisory LLC | 12 | 12 | 0.79% | 2.27% | 5.52% | Q4 2020 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 0.21% | 0.91% | 1.24% | Q4 2020 | Q3 2023 | 12 |
CITY HOLDING CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Bridge Advisory, LLC | 12 | 12 | 0.12% | 0.20% | 0.58% | Q4 2020 | Q3 2023 | 12 |
SVB WEALTH LLC | 12 | 12 | 0.00% | 1.62% | 2.54% | Q4 2020 | Q3 2023 | 12 |
ECLECTIC ASSOCIATES INC /ADV | 12 | 12 | 0.79% | 1.08% | 1.49% | Q4 2020 | Q3 2023 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.05% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Veritable, L.P. | 11 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2023 | 12 |
Integrated Advisors Network LLC | 7 | 5 | 0.03% | 0.11% | 0.25% | Q4 2019 | Q3 2023 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 1 | 0.00% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.02% | 0.13% | 0.40% | Q4 2018 | Q3 2021 | 12 |
MAI Capital Management | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Fullen Financial Group | 12 | 12 | 1.74% | 1.88% | 2.00% | Q2 2020 | Q1 2023 | 12 |
Barber Financial Group, Inc. | 11 | 1 | 0.12% | 1.14% | 3.81% | Q4 2019 | Q1 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.49% | 0.64% | 0.89% | Q4 2020 | Q3 2023 | 12 |
Weitzel Financial Services, Inc. | 12 | 12 | 0.80% | 8.38% | 24.54% | Q4 2020 | Q3 2023 | 12 |
Gerber Kawasaki Wealth & Investment Management | 12 | 12 | 0.03% | 1.16% | 3.58% | Q4 2020 | Q3 2023 | 12 |
Cornerstone Wealth Management, LLC | 9 | 3 | 0.04% | 0.26% | 0.38% | Q3 2020 | Q3 2023 | 12 |
Thrive Capital Management, LLC | 11 | 11 | 0.15% | 0.21% | 0.36% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.04% | 0.12% | 0.60% | Q4 2020 | Q3 2023 | 11 |
McKinley Carter Wealth Services, Inc. | 7 | 1 | 0.02% | 0.11% | 0.19% | Q4 2017 | Q2 2021 | 11 |
SUNTRUST BANKS INC | 7 | 4 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 11 |
Keystone Financial Group | 9 | 2 | 0.13% | 0.41% | 1.67% | Q4 2020 | Q3 2023 | 11 |
Csenge Advisory Group | 4 | 1 | 0.02% | 0.18% | 0.70% | Q3 2018 | Q3 2023 | 11 |
Colonial River Wealth Management, LLC | 8 | 3 | 0.70% | 1.49% | 4.46% | Q4 2020 | Q3 2023 | 11 |
M&T BANK CORP | 6 | 5 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 11 |
Smithfield Trust Co | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Somerset Trust Co | 11 | 11 | 0.11% | 0.14% | 0.18% | Q2 2021 | Q4 2023 | 11 |
Choice Wealth Advisors, LLC | 6 | 5 | 16.74% | 18.59% | 20.42% | Q4 2020 | Q3 2023 | 11 |
Good Life Advisors, LLC | 11 | 11 | 0.05% | 1.50% | 2.96% | Q1 2021 | Q3 2023 | 11 |
Tower Wealth Partners, Inc. | 11 | 11 | 0.97% | 1.36% | 2.17% | Q1 2021 | Q3 2023 | 11 |
Gladstone Institutional Advisory LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
TSFG, LLC | 11 | 11 | 0.04% | 0.36% | 0.98% | Q1 2021 | Q3 2023 | 11 |
Shilanski & Associates, Inc. | 7 | 4 | 2.04% | 2.47% | 2.90% | Q4 2020 | Q3 2023 | 11 |
Tradewinds Capital Management, LLC | 10 | 1 | 0.04% | 1.84% | 13.19% | Q4 2019 | Q3 2023 | 11 |
Hartford Financial Management Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Johnson Financial Group, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.05% | 0.10% | 0.13% | Q1 2018 | Q3 2020 | 11 |
Atria Investments, Inc | 10 | 1 | 0.04% | 0.09% | 0.16% | Q1 2018 | Q4 2022 | 11 |
Navalign, LLC | 11 | 11 | 5.22% | 5.44% | 5.79% | Q1 2021 | Q3 2023 | 11 |
Soltis Investment Advisors LLC | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 11 | 11 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
WJ Wealth Management, LLC | 11 | 11 | 0.83% | 1.59% | 4.30% | Q1 2021 | Q3 2023 | 11 |
LEE DANNER & BASS INC | 11 | 11 | 0.10% | 0.12% | 0.18% | Q1 2021 | Q3 2023 | 11 |
INVESTMENT PARTNERS, LTD. | 11 | 11 | 0.10% | 0.15% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Grandview Asset Management LLC | 11 | 11 | 0.10% | 0.16% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.20% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Squar Milner Financial Services LLC | 11 | 11 | 0.32% | 0.98% | 2.00% | Q4 2017 | Q2 2020 | 11 |
Better Money Decisions, LLC | 11 | 11 | 0.42% | 0.58% | 0.98% | Q1 2021 | Q3 2023 | 11 |
GILL CAPITAL PARTNERS, LLC | 6 | 5 | 0.10% | 0.10% | 0.11% | Q1 2021 | Q4 2023 | 11 |
Tradition Wealth Management, LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Asset Dedication, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.13% | 0.16% | 0.20% | Q4 2020 | Q3 2023 | 11 |
Halpern Financial, Inc. | 9 | 2 | 0.02% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 11 |
Lloyd Advisory Services, LLC. | 11 | 11 | 0.04% | 0.14% | 0.23% | Q4 2019 | Q2 2022 | 11 |
Hunting Hill Global Capital, LLC | 3 | 1 | 0.09% | 0.86% | 1.78% | Q4 2020 | Q3 2023 | 11 |
Accel Wealth Management | 10 | 10 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q1 2023 | 10 |
INTRUST BANK NA | 10 | 10 | 0.10% | 0.56% | 1.12% | Q4 2018 | Q1 2021 | 10 |
FINANCIAL MANAGEMENT NETWORK INC | 5 | 2 | 0.12% | 0.20% | 0.27% | Q4 2020 | Q3 2023 | 10 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10 | 10 | 0.10% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Cambridge Advisors Inc. | 10 | 10 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
MOTIVE WEALTH ADVISORS | 10 | 10 | 3.06% | 3.95% | 4.24% | Q2 2021 | Q3 2023 | 10 |
Tennessee Valley Asset Management Partners | 10 | 10 | 6.94% | 12.36% | 16.21% | Q2 2021 | Q3 2023 | 10 |
QUEST CAPITAL MANAGEMENT INC /ADV | 10 | 10 | 0.06% | 0.18% | 0.23% | Q3 2019 | Q4 2021 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 10 |
PARK AVENUE SECURITIES LLC | 10 | 10 | 0.02% | 0.05% | 0.11% | Q2 2021 | Q3 2023 | 10 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 10 |
Retirement Group, LLC | 6 | 4 | 0.00% | 0.02% | 0.12% | Q1 2021 | Q3 2023 | 10 |
Global Trust Asset Management, LLC | 10 | 10 | 0.29% | 0.53% | 0.87% | Q4 2017 | Q1 2020 | 10 |
Westside Investment Management, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Asset Management Group, Inc. | 10 | 10 | 0.07% | 0.50% | 0.84% | Q2 2021 | Q3 2023 | 10 |
WOLFF WIESE MAGANA LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Koss-Olinger Consulting, LLC | 10 | 10 | 0.06% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Argent Advisors, Inc. | 10 | 10 | 0.30% | 0.33% | 0.37% | Q2 2021 | Q3 2023 | 10 |
INNEALTA CAPITAL, LLC | 10 | 10 | 0.51% | 0.72% | 0.99% | Q2 2021 | Q3 2023 | 10 |
Trilogy Capital Inc. | 10 | 10 | 0.04% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Strategic Blueprint, LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
PECAUT & CO. | 10 | 10 | 0.46% | 2.32% | 2.83% | Q2 2021 | Q3 2023 | 10 |
VICUS CAPITAL | 10 | 10 | 1.53% | 1.93% | 2.36% | Q2 2021 | Q3 2023 | 10 |
Whitcomb & Hess, Inc. | 10 | 10 | 13.64% | 14.23% | 14.66% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Arkadios Wealth Advisors | 10 | 10 | 0.00% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
NVWM, LLC | 9 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 10 |
Peterson Wealth Advisors, LLC | 10 | 10 | 0.17% | 0.48% | 0.92% | Q2 2021 | Q3 2023 | 10 |
Ballentine Partners, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 10 |
WHITE PINE CAPITAL LLC | 10 | 10 | 0.07% | 0.15% | 0.28% | Q2 2021 | Q3 2023 | 10 |
Dakota Wealth Management | 10 | 10 | 0.04% | 0.16% | 0.34% | Q2 2021 | Q3 2023 | 10 |
InterOcean Capital Group, LLC | 10 | 10 | 0.01% | 0.16% | 0.22% | Q2 2021 | Q3 2023 | 10 |
PRINCIPAL FINANCIAL GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
Winslow, Evans & Crocker, Inc. | 10 | 10 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q4 2020 | 10 |
WEALTHSOURCE PARTNERS, LLC | 6 | 4 | 0.02% | 0.11% | 0.26% | Q1 2018 | Q2 2022 | 10 |
Baystate Wealth Management LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
IMC-Chicago, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 1 | 0.00% | 0.04% | 0.09% | Q4 2015 | Q1 2022 | 10 |
KAYS FINANCIAL ADVISORY CORP /ADV | 10 | 10 | 2.37% | 6.87% | 9.13% | Q2 2018 | Q3 2020 | 10 |
TRH Financial, LLC | 9 | 1 | 0.20% | 0.90% | 1.88% | Q4 2019 | Q2 2022 | 10 |
NewEdge Advisors, LLC | 10 | 10 | 0.02% | 0.09% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Founders Capital Management | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2023 | 10 |
Vontobel Holding Ltd. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
HORIZON FINANCIAL SERVICES, LLC | 10 | 10 | 4.71% | 7.34% | 8.25% | Q2 2021 | Q3 2023 | 10 |
Chicago Partners Investment Group LLC | 10 | 10 | 0.03% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Alta Wealth Advisors LLC | 10 | 10 | 0.18% | 2.95% | 5.31% | Q2 2021 | Q3 2023 | 10 |
FIFTH THIRD SECURITIES, INC. | 6 | 4 | 0.10% | 0.20% | 0.25% | Q1 2021 | Q3 2023 | 10 |
Advisors Capital Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
PETERSON WEALTH MANAGEMENT | 9 | 9 | 1.24% | 1.60% | 2.18% | Q2 2021 | Q2 2023 | 9 |
Ancora Advisors LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 9 |
GPS Wealth Strategies Group, LLC | 9 | 9 | 0.00% | 1.37% | 2.72% | Q3 2021 | Q3 2023 | 9 |
AWM CAPITAL, LLC | 9 | 9 | 0.12% | 0.42% | 0.95% | Q3 2021 | Q3 2023 | 9 |
Fort Point Capital Partners LLC | 9 | 9 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q3 2023 | 9 |
GREENLEAF TRUST | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 9 |
Allen Capital Group, LLC | 9 | 9 | 0.07% | 0.48% | 1.33% | Q2 2018 | Q2 2020 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Belpointe Asset Management LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q2 2023 | 9 |
Willis Johnson & Associates, Inc. | 9 | 9 | 12.84% | 15.41% | 16.70% | Q3 2021 | Q3 2023 | 9 |
Lee Financial Co | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Angeles Investment Advisors, LLC | 9 | 9 | 0.03% | 3.10% | 10.89% | Q1 2021 | Q1 2023 | 9 |
Laidlaw Wealth Management LLC | 9 | 9 | 0.06% | 0.10% | 0.12% | Q2 2021 | Q2 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.89% | 1.24% | 1.41% | Q4 2019 | Q3 2023 | 9 |
Family Management Corp | 4 | 1 | 0.01% | 0.06% | 0.36% | Q4 2018 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.43% | 0.61% | Q2 2021 | Q3 2023 | 9 |
SECURIAN ASSET MANAGEMENT, INC | 9 | 9 | 0.02% | 0.10% | 0.17% | Q2 2021 | Q2 2023 | 9 |
Kovack Advisors, Inc. | 7 | 1 | 0.02% | 0.04% | 0.04% | Q3 2020 | Q3 2023 | 9 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.04% | 0.12% | 0.51% | Q4 2020 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 3.04% | 3.20% | 3.31% | Q3 2021 | Q3 2023 | 9 |
Virtue Capital Management, LLC | 2 | 1 | 0.00% | 0.72% | 5.35% | Q4 2017 | Q1 2023 | 9 |
BANK OF MONTREAL /CAN/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 9 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 9 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 9 | 9 | 1.12% | 1.96% | 3.66% | Q1 2020 | Q1 2022 | 9 |
Essex Savings Bank | 6 | 3 | 0.04% | 0.09% | 0.12% | Q4 2018 | Q3 2023 | 9 |
Financial Council Asset Management Inc | 9 | 9 | 3.62% | 5.07% | 5.80% | Q3 2021 | Q3 2023 | 9 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.05% | 0.29% | 1.48% | Q3 2019 | Q3 2021 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.05% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Paulson Wealth Management Inc. | 9 | 9 | 0.23% | 0.85% | 1.43% | Q4 2017 | Q4 2019 | 9 |
Stone Point Wealth LLC | 8 | 8 | 1.98% | 2.79% | 3.28% | Q4 2021 | Q3 2023 | 8 |
Lido Advisors, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
CERTUITY, LLC | 6 | 2 | 0.06% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 9.94% | 10.42% | 10.88% | Q4 2021 | Q3 2023 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 0.39% | 0.56% | 0.71% | Q4 2021 | Q3 2023 | 8 |
Hofer & Associates. Inc | 8 | 8 | 6.89% | 7.38% | 8.18% | Q4 2021 | Q3 2023 | 8 |
Personal Wealth Partners | 8 | 8 | 2.39% | 4.88% | 7.27% | Q2 2020 | Q1 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Advance Capital Management, Inc. | 8 | 8 | 0.06% | 0.10% | 0.18% | Q4 2021 | Q3 2023 | 8 |
LOWERY THOMAS, LLC | 8 | 8 | 1.19% | 3.29% | 6.66% | Q4 2021 | Q3 2023 | 8 |
Summit Financial, LLC | 8 | 8 | 0.06% | 0.12% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Royal Fund Management, LLC | 6 | 2 | 0.00% | 0.59% | 1.24% | Q4 2017 | Q1 2020 | 8 |
FAS Wealth Partners, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Van Leeuwen & Company, LLC | 7 | 1 | 1.26% | 4.13% | 7.51% | Q1 2021 | Q3 2023 | 8 |
WEALTH MANAGEMENT RESOURCES, INC. | 8 | 8 | 0.23% | 0.33% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Glassman Wealth Services | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 1.57% | 1.88% | 2.00% | Q4 2021 | Q3 2023 | 8 |
Peterson Financial Group, Inc. | 8 | 8 | 1.44% | 1.72% | 2.94% | Q4 2021 | Q3 2023 | 8 |
Cordasco Financial Network | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 8 |
D.A. DAVIDSON & CO. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 8 |
Horizon Family Wealth, Inc. | 8 | 8 | 3.72% | 4.09% | 4.50% | Q4 2021 | Q3 2023 | 8 |
J Arnold Wealth Management Co | 7 | 1 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q4 2022 | 8 |
Valeo Financial Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 8 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 8 | 8 | 9.96% | 11.35% | 14.48% | Q4 2021 | Q3 2023 | 8 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 8 |
Fiduciary Group LLC | 5 | 3 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 8 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 8 | 8 | 0.76% | 0.97% | 1.08% | Q4 2021 | Q3 2023 | 8 |
Lumina Fund Management LLC | 8 | 8 | 0.32% | 0.53% | 0.77% | Q4 2021 | Q3 2023 | 8 |
Waypoint Capital Advisors, LLC | 8 | 8 | 0.72% | 0.95% | 1.60% | Q4 2021 | Q3 2023 | 8 |
Modera Wealth Management, LLC | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Gunma Bank,Ltd. | 4 | 1 | 1.00% | 1.87% | 2.61% | Q3 2020 | Q4 2022 | 8 |
Goodman Advisory Group, LLC | 8 | 8 | 0.00% | 1.13% | 8.28% | Q4 2021 | Q3 2023 | 8 |
Teamwork Financial Advisors, LLC | 8 | 8 | 0.05% | 0.24% | 0.48% | Q2 2021 | Q1 2023 | 8 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 8 |
LVZ, Inc. | 8 | 8 | 0.19% | 0.28% | 0.35% | Q1 2018 | Q4 2019 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 0.42% | 0.49% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Inspire Advisors, LLC | 8 | 8 | 0.06% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.71% | 0.91% | 1.04% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
BOKF, NA | 6 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.79% | 1.09% | 1.27% | Q4 2021 | Q3 2023 | 8 |
Prime Capital Investment Advisors, LLC | 5 | 1 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 8 |
Red Tortoise LLC | 4 | 4 | 1.83% | 2.21% | 3.19% | Q3 2021 | Q3 2023 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 0.16% | 0.24% | 0.32% | Q4 2021 | Q3 2023 | 8 |
REGENTATLANTIC CAPITAL LLC | 8 | 8 | 0.04% | 1.57% | 3.35% | Q4 2020 | Q3 2022 | 8 |
Erickson Financial Group, LLC | 8 | 8 | 0.28% | 0.30% | 0.33% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.39% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Warren Street Wealth Advisors, LLC | 8 | 8 | 0.38% | 1.17% | 5.91% | Q4 2021 | Q3 2023 | 8 |
Helen Stephens Group, LLC | 8 | 8 | 0.17% | 0.26% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.00% | 0.03% | Q4 2019 | Q3 2021 | 8 |
Index Fund Advisors, Inc. | 8 | 8 | 0.04% | 0.10% | 0.19% | Q4 2021 | Q3 2023 | 8 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 5 | 1 | 0.17% | 0.73% | 4.40% | Q4 2018 | Q1 2023 | 8 |
FormulaFolio Investments, LLC | 8 | 8 | 0.04% | 0.32% | 0.75% | Q3 2019 | Q2 2021 | 8 |
DEUTSCHE BANK AG\ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
DRIVE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.24% | 1.23% | 3.53% | Q4 2021 | Q3 2023 | 8 |
Prospera Financial Services Inc | 3 | 2 | 0.02% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 1.23% | 2.53% | 3.77% | Q1 2021 | Q3 2023 | 8 |
Merit Financial Group, LLC | 8 | 8 | 0.02% | 0.33% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 2.58% | 2.65% | 2.82% | Q4 2021 | Q3 2023 | 8 |
CREDIT SUISSE AG/ | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2022 | 8 |
20/20 Capital Management, Inc. | 7 | 7 | 0.19% | 0.31% | 0.52% | Q4 2019 | Q2 2021 | 7 |
Safeguard Financial, LLC | 7 | 7 | 0.38% | 0.62% | 1.19% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.43% | 0.49% | 0.54% | Q1 2022 | Q3 2023 | 7 |
Sequoia Financial Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
PSI Advisors, LLC | 6 | 1 | 0.01% | 0.36% | 0.68% | Q4 2019 | Q3 2023 | 7 |
Polaris Wealth Advisory Group, LLC | 7 | 7 | 0.18% | 0.20% | 0.22% | Q1 2018 | Q3 2019 | 7 |
Rockwood Wealth Management, LLC | 7 | 7 | 0.04% | 0.10% | 0.20% | Q4 2021 | Q2 2023 | 7 |
First Allied Advisory Services, Inc. | 6 | 1 | 0.01% | 0.07% | 0.23% | Q4 2014 | Q3 2020 | 7 |
NORTHERN TRUST CORP | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Evercore Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
V Wealth Advisors LLC | 4 | 3 | 0.04% | 0.18% | 0.24% | Q1 2016 | Q2 2023 | 7 |
Parkside Financial Bank & Trust | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
AlphaMark Advisors, LLC | 7 | 7 | 0.00% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
MONECO Advisors, LLC | 7 | 7 | 0.08% | 0.33% | 1.12% | Q1 2022 | Q3 2023 | 7 |
EVERMAY WEALTH MANAGEMENT LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Wealth Advisors of Iowa, LLC | 7 | 7 | 4.52% | 8.22% | 10.83% | Q1 2022 | Q3 2023 | 7 |
Advisory Resource Group | 7 | 7 | 3.18% | 9.20% | 12.51% | Q1 2020 | Q3 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
PRUDENTIAL FINANCIAL INC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
CAROLINAS WEALTH CONSULTING LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ProVise Management Group, LLC | 7 | 7 | 0.06% | 0.08% | 0.17% | Q2 2021 | Q4 2022 | 7 |
MEEDER ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.04% | 0.13% | Q4 2020 | Q3 2022 | 7 |
BCS Wealth Management | 7 | 7 | 0.41% | 1.43% | 3.20% | Q1 2022 | Q3 2023 | 7 |
DUPONT CAPITAL MANAGEMENT CORP | 7 | 7 | 0.14% | 2.86% | 7.38% | Q2 2020 | Q4 2021 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.05% | 0.05% | 0.06% | Q2 2014 | Q4 2015 | 7 |
Chessman Wealth Strategies RIA | 7 | 7 | 1.21% | 6.00% | 12.41% | Q4 2017 | Q2 2019 | 7 |
Investments & Financial Planning, LLC | 4 | 3 | 0.26% | 0.38% | 0.45% | Q4 2021 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.06% | 0.39% | 0.86% | Q1 2022 | Q3 2023 | 7 |
PENOBSCOT WEALTH MANAGEMENT | 7 | 7 | 3.86% | 4.01% | 4.21% | Q1 2022 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 1.04% | 1.17% | 1.46% | Q1 2022 | Q3 2023 | 7 |
CULLEN/FROST BANKERS, INC. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
First Heartland Consultants, Inc. | 6 | 1 | 0.04% | 0.36% | 1.38% | Q2 2019 | Q3 2021 | 7 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 7 | 7 | 1.01% | 1.15% | 1.43% | Q1 2022 | Q3 2023 | 7 |
Financial Architects, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
ForthRight Wealth Management, LLC | 7 | 7 | 0.10% | 0.21% | 0.25% | Q1 2022 | Q3 2023 | 7 |
MCF Advisors LLC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
MBM Wealth Consultants, LLC | 7 | 7 | 0.43% | 0.58% | 0.78% | Q1 2022 | Q3 2023 | 7 |
TCI Wealth Advisors, Inc. | 3 | 2 | 0.00% | 0.01% | 0.07% | Q3 2018 | Q1 2023 | 7 |
Kaizen Financial Strategies | 7 | 7 | 0.26% | 1.01% | 1.88% | Q3 2021 | Q1 2023 | 7 |
Harborview Advisors, LLC | 7 | 7 | 0.55% | 0.99% | 1.19% | Q1 2020 | Q3 2021 | 7 |
Capital Asset Advisory Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Treasure Coast Financial Planning | 7 | 7 | 3.33% | 4.56% | 5.10% | Q4 2021 | Q2 2023 | 7 |
Plante Moran Financial Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
ADVISOR PARTNERS LLC | 5 | 1 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q1 2022 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 5 | 2 | 0.04% | 0.08% | 0.15% | Q4 2019 | Q3 2023 | 7 |
FORVIS Wealth Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 7 |
WHITTIER TRUST CO OF NEVADA INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.58% | 0.86% | 1.26% | Q1 2022 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 3.80% | 6.62% | 10.06% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.08% | 0.16% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.30% | 0.60% | 1.05% | Q4 2021 | Q3 2023 | 7 |
Towerpoint Wealth, LLC | 6 | 1 | 0.09% | 0.60% | 1.03% | Q3 2019 | Q3 2023 | 7 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.03% | 0.35% | 1.36% | Q4 2019 | Q3 2023 | 7 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Van Hulzen Asset Management, LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q1 2020 | 6 |
Narus Financial Partners, LLC | 6 | 6 | 0.15% | 0.22% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Leicht Financial Planning & Wealth Management, Inc. | 6 | 6 | 2.73% | 9.22% | 12.49% | Q2 2022 | Q3 2023 | 6 |
Heritage Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Cordatus Wealth Management LLC | 4 | 2 | 0.52% | 1.05% | 1.85% | Q1 2022 | Q3 2023 | 6 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.05% | 0.14% | Q3 2018 | Q3 2023 | 6 |
Intergy Private Wealth, LLC | 6 | 6 | 0.39% | 2.24% | 2.93% | Q2 2022 | Q3 2023 | 6 |
Capstone Triton Financial Group, LLC | 6 | 6 | 1.02% | 1.11% | 1.15% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.19% | 0.28% | 0.39% | Q2 2022 | Q3 2023 | 6 |
LYNCH & ASSOCIATES/IN | 6 | 6 | 1.26% | 1.38% | 1.49% | Q3 2022 | Q4 2023 | 6 |
MOTCO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
Running Point Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Capital Square, LLC | 6 | 6 | 0.38% | 0.40% | 0.44% | Q3 2020 | Q4 2021 | 6 |
Sunesis Advisors, LLC | 5 | 1 | 3.18% | 7.63% | 10.13% | Q1 2022 | Q3 2023 | 6 |
Systelligence, LLC | 4 | 2 | 2.10% | 3.54% | 6.37% | Q4 2019 | Q4 2023 | 6 |
WCG Wealth Advisors LLC | 6 | 6 | 0.07% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Quadrant Private Wealth Management, LLC | 4 | 2 | 0.09% | 0.13% | 0.15% | Q3 2021 | Q1 2023 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.21% | 0.60% | Q2 2022 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 6 |
Simplicity Wealth,LLC | 5 | 1 | 0.17% | 3.46% | 5.90% | Q4 2021 | Q2 2023 | 6 |
Shulman DeMeo Asset Management LLC | 3 | 1 | 0.06% | 0.07% | 0.10% | Q3 2019 | Q4 2021 | 6 |
Seaside Wealth Management, Inc. | 6 | 6 | 1.05% | 1.25% | 1.47% | Q2 2022 | Q3 2023 | 6 |
DOLIVER ADVISORS, LP | 3 | 1 | 0.27% | 0.37% | 0.56% | Q2 2021 | Q2 2023 | 6 |
Miracle Mile Advisors, LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q4 2021 | 6 |
Jackson Wealth Management, LLC | 6 | 6 | 2.17% | 2.92% | 4.24% | Q4 2017 | Q1 2019 | 6 |
Asset Planning Services, Ltd. | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2019 | 6 |
Oak Harvest Investment Services | 6 | 6 | 1.08% | 1.47% | 2.30% | Q2 2022 | Q3 2023 | 6 |
Darwin Wealth Management, LLC | 6 | 6 | 0.09% | 0.25% | 0.43% | Q2 2022 | Q3 2023 | 6 |
Beacon Pointe Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
XR Securities LLC | 2 | 1 | 0.02% | 1.22% | 3.89% | Q4 2017 | Q4 2022 | 6 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 6 | 6 | 0.37% | 0.42% | 0.47% | Q3 2019 | Q4 2020 | 6 |
TAP Consulting, LLC | 5 | 1 | 0.01% | 0.34% | 0.46% | Q4 2021 | Q3 2023 | 6 |
Aprio Wealth Management, LLC | 2 | 1 | 0.29% | 1.15% | 3.12% | Q4 2019 | Q3 2023 | 6 |
Sargent Investment Group, LLC | 6 | 6 | 1.75% | 1.83% | 2.05% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.03% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.01% | 0.09% | 0.32% | Q2 2021 | Q3 2023 | 6 |
IFG Advisory, LLC | 6 | 6 | 0.06% | 0.49% | 0.84% | Q2 2022 | Q3 2023 | 6 |
Founders Financial Alliance, LLC | 6 | 6 | 0.00% | 0.12% | 0.23% | Q2 2022 | Q3 2023 | 6 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
LCNB CORP | 6 | 6 | 0.09% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 |
GeoWealth Management, LLC | 4 | 2 | 0.00% | 0.32% | 0.70% | Q1 2020 | Q4 2022 | 6 |
Smart Money Group LLC | 6 | 6 | 0.27% | 1.26% | 2.67% | Q4 2018 | Q1 2020 | 6 |
1834 INVESTMENT ADVISORS CO | 6 | 6 | 0.12% | 0.67% | 1.08% | Q2 2022 | Q3 2023 | 6 |
Cedar Brook Financial Partners, LLC | 5 | 1 | 0.08% | 0.36% | 0.76% | Q3 2019 | Q4 2022 | 6 |
Wolf Group Capital Advisors | 6 | 6 | 0.13% | 0.17% | 0.19% | Q2 2022 | Q3 2023 | 6 |
GLENMEDE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Platte River Wealth Advisors, LLC | 6 | 6 | 0.16% | 0.30% | 0.58% | Q2 2022 | Q3 2023 | 6 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 6 | 6 | 0.76% | 1.44% | 1.98% | Q4 2016 | Q1 2018 | 6 |
Concorde Asset Management, LLC | 4 | 1 | 0.12% | 0.31% | 0.52% | Q3 2018 | Q4 2022 | 6 |
NWAM LLC | 6 | 6 | 0.02% | 0.18% | 0.97% | Q2 2022 | Q3 2023 | 6 |
Bank of New Hampshire | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Realta Investment Advisors | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 6 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 6 | 6 | 0.19% | 1.52% | 2.14% | Q2 2022 | Q3 2023 | 6 |
Nikulski Financial, Inc. | 6 | 6 | 0.34% | 0.39% | 0.46% | Q3 2018 | Q4 2019 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 5.83% | 7.40% | 8.41% | Q2 2022 | Q3 2023 | 6 |
Cresset Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2023 | 6 |
Rossmore Private Capital | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Fragasso Group Inc. | 5 | 1 | 0.04% | 0.11% | 0.36% | Q4 2018 | Q4 2023 | 6 |
Blueprint Investment Partners LLC | 6 | 6 | 0.40% | 0.47% | 0.53% | Q4 2021 | Q1 2023 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 1.51% | 1.69% | 2.01% | Q4 2019 | Q1 2021 | 6 |
Newbridge Financial Services Group, Inc. | 6 | 6 | 0.09% | 0.18% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Sequent Asset Management, LLC | 4 | 2 | 0.36% | 0.66% | 1.10% | Q1 2021 | Q3 2023 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.93% | 1.28% | 1.52% | Q4 2021 | Q1 2023 | 6 |
IndexIQ Advisors LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2022 | 5 |
ENCOMPASS WEALTH ADVISORS, LLC | 5 | 5 | 0.33% | 0.35% | 0.37% | Q1 2021 | Q1 2022 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.04% | 0.07% | 0.15% | Q4 2018 | Q4 2019 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.08% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 5 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.45% | 0.51% | 0.55% | Q2 2019 | Q2 2020 | 5 |
Vivaldi Capital Management LP | 5 | 5 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q4 2022 | 5 |
Brown Miller Wealth Management, LLC | 5 | 5 | 0.20% | 0.26% | 0.31% | Q3 2022 | Q3 2023 | 5 |
TRADITION CAPITAL MANAGEMENT LLC | 5 | 5 | 0.12% | 0.22% | 0.50% | Q1 2018 | Q1 2019 | 5 |
Venture Visionary Partners LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
S. R. Schill & Associates | 5 | 5 | 0.16% | 1.20% | 1.94% | Q4 2018 | Q4 2019 | 5 |
SMITH, MOORE & CO. | 3 | 1 | 0.00% | 0.04% | 0.07% | Q1 2018 | Q2 2022 | 5 |
Smallwood Wealth Investment Management, LLC | 5 | 5 | 0.23% | 0.27% | 0.30% | Q3 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 2.76% | 2.91% | 3.08% | Q4 2021 | Q4 2022 | 5 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.04% | 0.12% | Q2 2015 | Q1 2023 | 5 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.06% | 0.24% | 0.59% | Q1 2022 | Q3 2023 | 5 |
RMB Capital Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
SECURITY NATIONAL TRUST CO | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 5 |
TCG Advisors, LP | 5 | 5 | 0.00% | 0.77% | 1.33% | Q1 2019 | Q1 2020 | 5 |
Wealthquest Corp | 5 | 5 | 0.96% | 1.25% | 1.46% | Q4 2018 | Q4 2019 | 5 |
FineMark National Bank & Trust | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 5 | 7.84% | 8.26% | 8.54% | Q1 2022 | Q1 2023 | 5 |
Cavalier Investments, LLC | 4 | 1 | 0.97% | 1.34% | 1.75% | Q2 2021 | Q3 2022 | 5 |
Foundations Investment Advisors, LLC | 3 | 1 | 0.01% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 5 |
Allspring Global Investments Holdings, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Old Port Advisors | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q3 2022 | 5 |
Delek Group, Ltd. | 5 | 5 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q1 2019 | 5 |
HARBOR INVESTMENT ADVISORY, LLC | 4 | 1 | 0.00% | 0.07% | 0.17% | Q4 2019 | Q1 2022 | 5 |
Corient Capital Partners, LLC | 5 | 5 | 0.04% | 0.07% | 0.16% | Q4 2018 | Q4 2019 | 5 |
Element Wealth, LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q1 2022 | 5 |
CCG WEALTH MANAGEMENT, LLC | 3 | 1 | 0.11% | 0.12% | 0.16% | Q2 2021 | Q4 2022 | 5 |
BCGM Wealth Management, LLC | 5 | 5 | 0.21% | 0.30% | 0.35% | Q3 2022 | Q3 2023 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 0.43% | 0.46% | 0.53% | Q4 2021 | Q4 2022 | 5 |
Ayalon Insurance Comp Ltd. | 5 | 5 | 0.00% | 0.20% | 0.95% | Q4 2019 | Q4 2020 | 5 |
REDW Wealth LLC | 5 | 5 | 0.28% | 0.31% | 0.36% | Q3 2022 | Q3 2023 | 5 |
MANCHESTER FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
BDO Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 5 |
SPRING CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.61% | 0.67% | 0.71% | Q3 2022 | Q3 2023 | 5 |
Chicago Wealth Management, Inc. | 3 | 2 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q3 2023 | 5 |
CORRADO ADVISORS, LLC | 5 | 5 | 0.17% | 0.32% | 0.43% | Q4 2016 | Q4 2017 | 5 |
SCS Capital Management LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Carmichael Hill & Associates, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Wall Capital Group, Inc. | 2 | 1 | 0.07% | 0.64% | 1.57% | Q1 2022 | Q3 2023 | 5 |
Truvestments Capital LLC | 4 | 1 | 0.16% | 0.19% | 0.24% | Q3 2018 | Q4 2019 | 5 |
Retirement Planning Co of New England, Inc. | 4 | 1 | 0.05% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 5 |
Bangor Savings Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
626 Financial, LLC | 5 | 5 | 0.45% | 0.49% | 0.56% | Q3 2022 | Q3 2023 | 5 |
Symphony Financial, Ltd. Co. | 5 | 5 | 1.49% | 1.79% | 2.10% | Q3 2022 | Q3 2023 | 5 |
Apeiron RIA LLC | 3 | 2 | 0.07% | 0.10% | 0.14% | Q4 2021 | Q1 2023 | 5 |
Stonehearth Capital Management, LLC | 5 | 5 | 0.35% | 0.35% | 0.36% | Q4 2018 | Q4 2019 | 5 |
LBMC INVESTMENT ADVISORS, LLC | 5 | 5 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
CVA Family Office, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Fusion Family Wealth LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Carnick & Kubik, LLC | 5 | 5 | 0.39% | 0.63% | 0.75% | Q1 2015 | Q1 2016 | 5 |
Bensler, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q1 2023 | 5 |
Placemark Investments, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 5 |
Phoenix Holdings Ltd. | 3 | 2 | 0.02% | 0.12% | 0.39% | Q4 2019 | Q3 2021 | 5 |
Prostatis Group LLC | 3 | 1 | 0.01% | 0.14% | 0.25% | Q4 2019 | Q2 2023 | 5 |
FIRST MANHATTAN CO. LLC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 5 |
Aveo Capital Partners, LLC | 2 | 1 | 0.03% | 0.24% | 0.88% | Q1 2018 | Q1 2023 | 5 |
Journey Advisory Group, LLC | 5 | 5 | 0.06% | 0.10% | 0.14% | Q4 2020 | Q4 2021 | 5 |
MRA Advisory Group | 5 | 5 | 0.53% | 0.65% | 0.74% | Q1 2022 | Q1 2023 | 5 |
Diversified Portfolios, Inc. | 4 | 4 | 0.17% | 0.18% | 0.18% | Q4 2022 | Q3 2023 | 4 |
VISTA INVESTMENT MANAGEMENT | 3 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q2 2023 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.37% | 0.46% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 1.21% | 1.63% | 2.17% | Q4 2022 | Q3 2023 | 4 |
Northeast Financial Consultants Inc | 4 | 4 | 0.06% | 0.11% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Bridgewealth Advisory Group, LLC | 4 | 4 | 0.52% | 0.77% | 1.30% | Q4 2022 | Q3 2023 | 4 |
JD Financial Services Inc. | 4 | 4 | 0.22% | 0.62% | 1.21% | Q4 2020 | Q3 2021 | 4 |
9258 Wealth Management, LLC | 4 | 4 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
VANCE WEALTH, INC. | 4 | 4 | 0.74% | 1.08% | 1.38% | Q4 2022 | Q3 2023 | 4 |
Walkner Condon Financial Advisors LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q1 2023 | 4 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 3 | 1 | 0.03% | 0.18% | 0.55% | Q4 2021 | Q4 2022 | 4 |
Crescent Sterling, Ltd. | 4 | 4 | 0.43% | 0.47% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.31% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Iowa State Bank | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Great Lakes Retirement, Inc. | 4 | 4 | 2.30% | 2.62% | 3.29% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.37% | 0.41% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 8.09% | 8.24% | 8.34% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 6.83% | 7.15% | 7.55% | Q4 2022 | Q3 2023 | 4 |
Stonebridge Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
TRUST CO OF VERMONT | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Everhart Financial Group, Inc. | 4 | 4 | 0.09% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Onyx Bridge Wealth Group LLC | 4 | 4 | 0.52% | 0.72% | 0.90% | Q4 2022 | Q3 2023 | 4 |
SeaCrest Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 4 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.10% | 0.14% | 0.20% | Q4 2022 | Q3 2023 | 4 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.08% | 0.22% | Q4 2018 | Q2 2022 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 7.60% | 8.55% | 9.01% | Q4 2022 | Q3 2023 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 1.22% | 1.43% | 1.66% | Q4 2021 | Q3 2022 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.01% | 0.16% | 0.28% | Q2 2018 | Q1 2019 | 4 |
Twelve Points Wealth Management LLC | 4 | 4 | 0.21% | 0.31% | 0.39% | Q4 2022 | Q3 2023 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Mission Creek Capital Partners, Inc. | 4 | 4 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Interchange Capital Partners, LLC | 4 | 4 | 0.12% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 3.36% | 3.43% | 3.54% | Q4 2022 | Q3 2023 | 4 |
Shone Asset Management LLC | 4 | 4 | 6.01% | 6.14% | 6.28% | Q1 2020 | Q4 2020 | 4 |
Advisor Resource Council | 3 | 1 | 0.09% | 1.18% | 1.97% | Q2 2021 | Q2 2022 | 4 |
River Street Advisors LLC | 4 | 4 | 1.22% | 1.32% | 1.38% | Q4 2022 | Q3 2023 | 4 |
Bogart Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.58% | 0.72% | 1.10% | Q4 2022 | Q3 2023 | 4 |
FDx Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Summit Trail Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 4 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Apella Capital, LLC | 3 | 1 | 0.01% | 0.06% | 0.08% | Q4 2022 | Q4 2023 | 4 |
DONALDSON CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 4 |
CNB Bank | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
AIFG Consultants Ltd. | 4 | 4 | 0.51% | 0.59% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Tilson Financial Group, Inc. | 4 | 4 | 0.53% | 1.09% | 1.46% | Q4 2022 | Q3 2023 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
COOK WEALTH MANAGEMENT GROUP LLC | 4 | 4 | 0.24% | 0.24% | 0.25% | Q4 2021 | Q3 2022 | 4 |
FIRST TRUST ADVISORS LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 4 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 4 | 4 | 0.12% | 0.21% | 0.34% | Q4 2022 | Q3 2023 | 4 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
First Ascent Asset Management, LLC | 4 | 4 | 0.46% | 0.58% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.51% | 0.69% | 0.90% | Q4 2022 | Q3 2023 | 4 |
TWIN CAPITAL MANAGEMENT INC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 4 | 4 | 6.65% | 7.06% | 7.69% | Q4 2022 | Q3 2023 | 4 |
SFG Wealth Management, LLC. | 3 | 1 | 0.17% | 0.58% | 1.74% | Q4 2021 | Q3 2023 | 4 |
HANCOCK WHITNEY CORP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q1 2016 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.25% | 0.47% | 0.66% | Q4 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BKS ADVISORS, LLC | 4 | 4 | 0.11% | 0.18% | 0.24% | Q2 2018 | Q1 2019 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.04% | 0.10% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.20% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.31% | 0.42% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Elevated Capital Advisors, LLC | 4 | 4 | 0.11% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Garrett Wealth Advisory Group, LLC | 3 | 1 | 0.01% | 0.12% | 0.28% | Q3 2019 | Q1 2022 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.11% | 0.19% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Tranquility Partners, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Voya Financial Advisors, Inc. | 2 | 1 | 0.05% | 0.14% | 0.21% | Q3 2019 | Q4 2022 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.36% | 0.36% | 0.37% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 4 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Sterling Investment Counsel, LLC | 3 | 3 | 0.19% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CHOREO, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Global Financial Private Capital, Inc | 1 | 1 | 0.01% | 0.06% | 0.13% | Q1 2017 | Q1 2019 | 3 |
Ruedi Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.00% | 0.09% | 0.16% | Q1 2023 | Q3 2023 | 3 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Private Ocean, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Apollon Wealth Management, LLC | 3 | 3 | 0.01% | 0.08% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 3 |
Hills Bank & Trust Co | 3 | 3 | 0.02% | 0.18% | 0.46% | Q1 2023 | Q3 2023 | 3 |
FIRST HORIZON CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
MARSHALL WACE, LLP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Disciplined Investments, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Performa Ltd (US), LLC | 3 | 3 | 1.82% | 2.79% | 3.69% | Q1 2020 | Q3 2020 | 3 |
OPPENHEIMER & CO INC | 2 | 1 | 0.01% | 0.07% | 0.12% | Q1 2022 | Q4 2022 | 3 |
TORONTO DOMINION BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
American Trust | 3 | 3 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q2 2023 | 3 |
TCG Advisory Services, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
HM PAYSON & CO | 3 | 3 | 0.15% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 2 | 1 | 0.39% | 0.60% | 0.94% | Q1 2022 | Q1 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.18% | 0.21% | 0.25% | Q4 2022 | Q3 2023 | 3 |
Horan Securities, Inc. | 3 | 3 | 0.03% | 0.06% | 0.08% | Q4 2022 | Q2 2023 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q2 2018 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Levy Wealth Management Group, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.21% | 0.22% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Hobart Private Capital, LLC | 3 | 3 | 0.12% | 0.15% | 0.20% | Q4 2022 | Q2 2023 | 3 |
Lion Street Advisors, LLC | 1 | 1 | 0.10% | 0.99% | 2.77% | Q4 2019 | Q3 2023 | 3 |
Bellwether Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 3 |
Econ Financial Services Corp | 3 | 3 | 3.18% | 3.58% | 3.87% | Q4 2021 | Q2 2022 | 3 |
Fortis Group Advisors, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.08% | 0.12% | 0.18% | Q1 2023 | Q3 2023 | 3 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.21% | 0.35% | Q2 2022 | Q3 2023 | 3 |
Verity Asset Management, Inc. | 2 | 1 | 0.27% | 0.28% | 0.29% | Q1 2014 | Q4 2014 | 3 |
Zurich Insurance Group Ltd/FI | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q1 2023 | 3 |
Independence Bank of Kentucky | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q1 2020 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
BRR OpCo, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2022 | 3 |
TOTH FINANCIAL ADVISORY CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Neuberger Berman Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Lansing Street Advisors | 3 | 3 | 0.71% | 0.76% | 0.87% | Q4 2022 | Q2 2023 | 3 |
SWMG, LLC | 3 | 3 | 0.22% | 0.25% | 0.27% | Q4 2022 | Q2 2023 | 3 |
CIBC WORLD MARKET INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Eukles Asset Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
GM Advisory Group, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Crown Wealth Group, LLC | 2 | 1 | 0.20% | 0.36% | 0.64% | Q1 2022 | Q4 2022 | 3 |
Clearshares LLC | 3 | 3 | 1.48% | 1.49% | 1.51% | Q2 2021 | Q4 2021 | 3 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Michael S. Ryan, Inc. | 3 | 3 | 13.92% | 14.17% | 14.58% | Q2 2023 | Q4 2023 | 3 |
Lifeworks Advisors, LLC | 3 | 3 | 0.53% | 0.58% | 0.64% | Q1 2023 | Q3 2023 | 3 |
Windsor Advisory Group, LLC | 3 | 3 | 0.17% | 0.20% | 0.23% | Q1 2023 | Q3 2023 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GREENWOOD CAPITAL ASSOCIATES LLC | 3 | 3 | 0.06% | 0.09% | 0.11% | Q4 2019 | Q2 2020 | 3 |
Shepherd Financial Partners LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q2 2018 | Q4 2018 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 3 |
Destiny Capital Corp/CO | 3 | 3 | 9.16% | 9.34% | 9.68% | Q4 2022 | Q2 2023 | 3 |
FURE FINANCIAL CORP | 3 | 3 | 3.46% | 3.92% | 4.34% | Q1 2022 | Q3 2022 | 3 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2021 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 3 |
DCM Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
First City Capital Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q4 2022 | 3 |
AlphaCore Capital LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Freestate Advisors LLC | 3 | 3 | 18.34% | 20.06% | 20.94% | Q1 2021 | Q3 2021 | 3 |
BIP Wealth, LLC | 3 | 3 | 2.83% | 2.90% | 2.97% | Q1 2023 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.32% | 0.42% | 0.64% | Q1 2023 | Q3 2023 | 3 |
Zhang Financial LLC | 1 | 1 | 0.07% | 0.08% | 0.09% | Q4 2019 | Q3 2022 | 2 |
COUNTRY TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Intrua Financial, LLC | 2 | 2 | 0.45% | 0.48% | 0.51% | Q4 2022 | Q1 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Haverford Trust Co | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
First Command Bank | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 1.21% | 1.31% | 1.41% | Q2 2023 | Q3 2023 | 2 |
CMC Financial Group | 2 | 2 | 0.25% | 0.56% | 0.88% | Q4 2019 | Q1 2020 | 2 |
Julex Capital Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 2 |
CreativeOne Wealth, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q4 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 2 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 2 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 2 | 0.05% | 0.12% | 0.18% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Marion Wealth Management | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
TEXAS PERMANENT SCHOOL FUND CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Per Stirling Capital Management, LLC. | 2 | 2 | 0.55% | 0.58% | 0.62% | Q2 2023 | Q3 2023 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
GRAND WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.08% | 0.12% | 0.15% | Q4 2022 | Q1 2023 | 2 |
MBL Wealth, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.06% | 0.15% | 0.24% | Q1 2021 | Q4 2021 | 2 |
Western Pacific Wealth Management, LP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 2 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Chevy Chase Trust Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Retirement Planning Group, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.30% | 0.31% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q4 2021 | Q1 2022 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
WOODMONT INVESTMENT COUNSEL LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2020 | Q2 2020 | 2 |
BALASA DINVERNO & FOLTZ LLC | 2 | 2 | 0.34% | 0.37% | 0.39% | Q2 2022 | Q3 2022 | 2 |
Wealthspire Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Surevest, LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2019 | Q1 2020 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.79% | 0.79% | 0.80% | Q2 2023 | Q3 2023 | 2 |
Thrive Wealth Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q1 2022 | Q2 2022 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.17% | 0.24% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Stewardship Advisors, LLC | 2 | 2 | 0.36% | 0.53% | 0.69% | Q4 2019 | Q1 2020 | 2 |
Luken Investment Analytics, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Altman Advisors, Inc. | 1 | 1 | 0.00% | 0.25% | 0.51% | Q1 2023 | Q3 2023 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Private Portfolio Partners LLC | 2 | 2 | 0.36% | 0.36% | 0.37% | Q3 2022 | Q4 2022 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Global Strategic Investment Solutions, LLC | 2 | 2 | 0.27% | 0.27% | 0.28% | Q3 2019 | Q4 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
PFG Investments, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
NATIONAL PLANNING CORP | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2017 | Q3 2017 | 2 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
StoneX Group Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
DGS Capital Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q1 2023 | 2 |
WorthPointe, LLC | 2 | 2 | 0.27% | 0.34% | 0.42% | Q4 2021 | Q1 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Friedenthal Financial | 2 | 2 | 0.62% | 0.64% | 0.65% | Q2 2023 | Q3 2023 | 2 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Banco BTG Pactual S.A. | 1 | 1 | 0.14% | 0.36% | 0.57% | Q4 2022 | Q3 2023 | 2 |
NORTHEAST INVESTMENT MANAGEMENT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Prism Advisors, Inc. | 1 | 1 | 0.66% | 3.21% | 5.76% | Q4 2017 | Q3 2023 | 2 |
FIL Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Jordan Park Group LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q2 2020 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q2 2022 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Pinnacle Wealth Management Group, Inc. | 2 | 2 | 0.18% | 0.20% | 0.22% | Q2 2021 | Q3 2021 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Cynosure Group, LLC | 2 | 2 | 2.40% | 2.45% | 2.50% | Q2 2023 | Q3 2023 | 2 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 2 |
ADIRONDACK TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
SteelPeak Wealth, LLC | 1 | 1 | 0.23% | 0.76% | 1.28% | Q4 2022 | Q3 2023 | 2 |
Stevard, LLC | 2 | 2 | 2.38% | 2.75% | 3.12% | Q4 2019 | Q1 2020 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 0.12% | 0.14% | 0.17% | Q4 2021 | Q1 2022 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Waterloo Capital, L.P. | 1 | 1 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Parsec Financial Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Belmont Capital, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q1 2020 | 2 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.27% | 0.54% | Q4 2017 | Q3 2023 | 2 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.06% | 0.06% | 0.07% | Q4 2017 | Q4 2018 | 2 |
THOMPSON DAVIS & CO., INC. | 2 | 2 | 0.21% | 0.24% | 0.27% | Q4 2021 | Q1 2022 | 2 |
Laurel Wealth Planning LLC | 2 | 2 | 3.72% | 4.00% | 4.27% | Q2 2023 | Q3 2023 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.68% | 0.69% | 0.70% | Q4 2022 | Q1 2023 | 2 |
BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SigFig Wealth Management, LLC | 1 | 1 | 0.04% | 0.07% | 0.11% | Q1 2021 | Q4 2022 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.80% | 0.87% | 0.95% | Q2 2022 | Q3 2022 | 2 |
3EDGE Asset Management, LP | 2 | 2 | 0.14% | 2.94% | 5.73% | Q1 2022 | Q2 2022 | 2 |
WASHINGTON TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q1 2021 | Q2 2021 | 2 |
HCR Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Empower Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
PROFESSIONAL PLANNING | 1 | 1 | 0.12% | 0.13% | 0.14% | Q2 2020 | Q4 2020 | 2 |
Allegis Investment Advisors, LLC | 2 | 2 | 5.22% | 5.74% | 6.26% | Q4 2017 | Q1 2018 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 2 |
Glovista Investments LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q2 2021 | 2 |
FINANCIAL COUNSELORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
CARDIFF PARK ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Clarity Financial LLC | 2 | 2 | 0.22% | 0.31% | 0.40% | Q1 2022 | Q2 2022 | 2 |
Vawter Financial, Ltd. | 2 | 2 | 0.31% | 0.31% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Geller Advisors LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Slocum, Gordon & Co LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Leelyn Smith, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q4 2021 | 2 |
Strategic Asset Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
QCM Cayman, Ltd. | 2 | 2 | 0.99% | 1.21% | 1.42% | Q1 2021 | Q2 2021 | 2 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Auour Investments LLC | 2 | 2 | 2.34% | 2.39% | 2.43% | Q2 2023 | Q3 2023 | 2 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2021 | 2 |
Bernardo Wealth Planning LLC | 2 | 2 | 0.15% | 0.22% | 0.29% | Q3 2019 | Q4 2019 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.04% | 0.09% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Fortune 45 LLC | 2 | 2 | 10.58% | 13.06% | 15.53% | Q2 2023 | Q3 2023 | 2 |
WIN ADVISORS, INC | 1 | 1 | 0.01% | 1.01% | 2.01% | Q1 2022 | Q3 2023 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.10% | 0.19% | Q2 2023 | Q3 2023 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.03% | 1.24% | 2.45% | Q1 2023 | Q2 2023 | 2 |
WealthOne, LLC | 1 | 1 | 0.06% | 0.10% | 0.14% | Q4 2018 | Q3 2021 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
ACIMA PRIVATE WEALTH, LLC | 2 | 2 | 0.02% | 0.07% | 0.11% | Q3 2019 | Q4 2019 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.08% | 0.15% | 0.22% | Q3 2022 | Q4 2022 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Lowe Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2020 | Q1 2021 | 2 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.01% | 0.42% | 0.83% | Q4 2017 | Q2 2019 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
tru Independence LLC | 1 | 1 | 0.66% | 0.71% | 0.76% | Q3 2020 | Q1 2021 | 2 |
Bell Rock Capital LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q4 2019 | 2 |
RFG Advisory, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 2 |
Compass Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Reitz Capital Advisors LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ODonnell Financial Services, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 1.72% | 1.72% | 1.72% | Q3 2023 | Q3 2023 | 1 |
Claremont Financial Group, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
WADE G W & INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2020 | Q4 2020 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Berkeley Capital Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Tidal Investments LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Wechter Feldman Wealth Management, Inc. | 1 | 1 | 3.62% | 3.62% | 3.62% | Q4 2017 | Q4 2017 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Novak Financial Planning, LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2021 | Q2 2021 | 1 |
Empowered Funds, LLC | 1 | 1 | 4.24% | 4.24% | 4.24% | Q1 2022 | Q1 2022 | 1 |
Parker Investment Management, LLC | 1 | 1 | 5.35% | 5.35% | 5.35% | Q4 2022 | Q4 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Signify Wealth | 1 | 1 | 3.59% | 3.59% | 3.59% | Q1 2022 | Q1 2022 | 1 |
Capitol Family Office, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 5.54% | 5.54% | 5.54% | Q2 2022 | Q2 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2019 | Q4 2019 | 1 |
Adams Chetwood Wealth Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
FAYEZ SAROFIM & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Virtu Financial LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Washington Trust Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SFI Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Rinkey Investments | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2021 | Q4 2021 | 1 |
ADE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Schwab Charitable Fund | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Davidson Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wealth Management Solutions, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 3.28% | 3.28% | 3.28% | Q3 2019 | Q3 2019 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NovaPoint Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q2 2019 | Q2 2019 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EXCALIBUR MANAGEMENT CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2016 | Q1 2016 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TODD ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
F3Logic, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2018 | Q1 2018 | 1 |
Praetorian Wealth Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 1.98% | 1.98% | 1.98% | Q4 2019 | Q4 2019 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
XPONANCE, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
Moran Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Byrne Asset Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Context Capital Management, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2018 | Q4 2018 | 1 |
HC Advisors, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2020 | Q1 2020 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
GREENUP STREET WEALTH MANAGEMENT LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2022 | Q4 2022 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 3.28% | 3.28% | 3.28% | Q4 2019 | Q4 2019 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
HNP Capital LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Truadvice, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
CITIZENS & NORTHERN CORP | 1 | 1 | 2.32% | 2.32% | 2.32% | Q2 2020 | Q2 2020 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Strategic Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2023 | Q1 2023 | 1 |
Triton Wealth Management, PLLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2020 | Q1 2020 | 1 |
Golden State Equity Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Torch Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 9.72% | 9.72% | 9.72% | Q3 2023 | Q3 2023 | 1 |
COHEN & STEERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2022 | Q2 2022 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Callan Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TFB Advisors LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NORTHWEST WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
COHEN LAWRENCE B | 1 | 1 | 1.48% | 1.48% | 1.48% | Q4 2022 | Q4 2022 | 1 |
Ascent Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Stiles Financial Services Inc | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Arbor Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2022 | Q2 2022 | 1 |
Verdad Advisers, LP | 1 | 1 | 4.62% | 4.62% | 4.62% | Q1 2022 | Q1 2022 | 1 |
CXI Advisors | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.