Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 46 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.09% | 0.37% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 40 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.10% | 0.81% | 1.73% | Q3 2013 | Q3 2023 | 41 |
Beacon Capital Management, Inc. | 30 | 9 | 0.00% | 0.07% | 0.50% | Q4 2013 | Q3 2023 | 39 |
ENVESTNET ASSET MANAGEMENT INC | 38 | 38 | 0.00% | 0.06% | 0.13% | Q2 2014 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 30 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 35 |
RAYMOND JAMES & ASSOCIATES | 20 | 5 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 34 |
Waverly Advisors, LLC | 34 | 34 | 0.30% | 1.97% | 3.60% | Q2 2015 | Q3 2023 | 34 |
Creative Planning | 24 | 1 | 0.00% | 0.09% | 0.30% | Q2 2013 | Q3 2023 | 34 |
AMERIPRISE FINANCIAL INC | 31 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 34 |
Harel Insurance Investments & Financial Services Ltd. | 32 | 32 | 0.03% | 0.10% | 0.26% | Q4 2015 | Q3 2023 | 32 |
Baker Avenue Asset Management, LP | 31 | 31 | 0.02% | 2.92% | 5.88% | Q1 2016 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
STIFEL FINANCIAL CORP | 16 | 15 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 31 |
BlackRock Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.09% | 1.16% | Q1 2016 | Q3 2023 | 31 |
PNC FINANCIAL SERVICES GROUP, INC. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 30 |
Freestone Capital Holdings, LLC | 27 | 2 | 0.00% | 0.03% | 0.09% | Q3 2015 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.11% | 0.65% | Q4 2015 | Q3 2023 | 29 |
Capital Analysts, LLC | 18 | 11 | 0.00% | 0.07% | 0.71% | Q4 2012 | Q3 2023 | 29 |
IndexIQ Advisors LLC | 29 | 29 | 0.00% | 0.20% | 0.54% | Q2 2013 | Q2 2020 | 29 |
Stadion Money Management, LLC | 29 | 29 | 0.06% | 4.59% | 20.12% | Q3 2016 | Q3 2023 | 29 |
Private Advisor Group, LLC | 21 | 1 | 0.01% | 0.37% | 1.29% | Q4 2013 | Q3 2023 | 29 |
Banco Santander, S.A. | 28 | 28 | 0.00% | 0.07% | 0.23% | Q4 2016 | Q3 2023 | 28 |
Compass Financial Group, Inc. | 12 | 5 | 0.23% | 0.93% | 2.13% | Q4 2015 | Q1 2023 | 28 |
Horan Securities, Inc. | 15 | 6 | 0.02% | 1.11% | 6.91% | Q1 2016 | Q2 2023 | 28 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.02% | 0.09% | Q1 2014 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q4 2019 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 27 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 2 | 0.00% | 0.08% | 0.22% | Q2 2016 | Q3 2023 | 27 |
Aveo Capital Partners, LLC | 14 | 1 | 0.11% | 0.46% | 1.00% | Q4 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.09% | 0.22% | Q2 2017 | Q3 2023 | 26 |
Pure Financial Advisors, LLC | 25 | 25 | 0.13% | 10.40% | 100.00% | Q4 2017 | Q4 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.06% | 0.13% | Q3 2017 | Q3 2023 | 25 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.04% | Q4 2016 | Q3 2023 | 25 |
HighTower Advisors, LLC | 12 | 1 | 0.00% | 0.02% | 0.18% | Q1 2016 | Q3 2023 | 25 |
Koshinski Asset Management, Inc. | 13 | 2 | 0.12% | 0.23% | 0.46% | Q3 2016 | Q3 2023 | 25 |
GIRARD PARTNERS LTD. | 24 | 24 | 1.74% | 3.86% | 5.13% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
McNamara Financial Services, Inc. | 24 | 24 | 3.05% | 8.43% | 13.67% | Q4 2017 | Q3 2023 | 24 |
Sunbelt Securities, Inc. | 24 | 24 | 0.02% | 0.10% | 0.26% | Q4 2017 | Q3 2023 | 24 |
Focused Wealth Management, Inc | 24 | 24 | 0.03% | 3.02% | 7.12% | Q4 2017 | Q3 2023 | 24 |
Continuum Advisory, LLC | 24 | 24 | 0.06% | 1.78% | 5.50% | Q4 2017 | Q3 2023 | 24 |
RFG Advisory, LLC | 24 | 24 | 0.34% | 4.71% | 9.92% | Q4 2017 | Q3 2023 | 24 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 1.46% | 3.20% | 6.45% | Q4 2017 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.00% | 0.88% | 2.64% | Q4 2017 | Q3 2023 | 24 |
Larson Financial Group LLC | 24 | 24 | 0.95% | 3.31% | 6.76% | Q4 2017 | Q3 2023 | 24 |
Destination Wealth Management | 15 | 1 | 0.00% | 0.07% | 0.25% | Q2 2015 | Q3 2023 | 24 |
Gradient Investments LLC | 24 | 24 | 0.31% | 5.10% | 8.32% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.49% | 1.06% | Q4 2017 | Q3 2023 | 24 |
Beaumont Financial Partners, LLC | 24 | 24 | 0.03% | 0.13% | 0.46% | Q4 2016 | Q3 2022 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 0.16% | 1.95% | 4.11% | Q4 2017 | Q3 2023 | 24 |
Asset Dedication, LLC | 24 | 24 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Sowell Financial Services LLC | 10 | 2 | 0.03% | 0.45% | 2.15% | Q4 2016 | Q3 2023 | 24 |
StrategIQ Financial Group, LLC | 24 | 24 | 0.71% | 2.73% | 4.87% | Q4 2017 | Q3 2023 | 24 |
BLAIR WILLIAM & CO/IL | 24 | 24 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Darwin Wealth Management, LLC | 19 | 4 | 0.06% | 0.87% | 3.08% | Q4 2017 | Q3 2023 | 23 |
WealthPLAN Partners, LLC | 18 | 5 | 0.94% | 1.45% | 2.22% | Q4 2017 | Q4 2023 | 23 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 23 | 23 | 0.03% | 0.89% | 1.47% | Q1 2018 | Q3 2023 | 23 |
Trilogy Capital Inc. | 23 | 23 | 3.01% | 6.86% | 9.47% | Q1 2018 | Q3 2023 | 23 |
Alliance Wealth Management Group | 23 | 23 | 2.12% | 3.19% | 4.24% | Q4 2017 | Q2 2023 | 23 |
Avior Wealth Management, LLC | 23 | 23 | 0.00% | 0.06% | 0.26% | Q1 2018 | Q3 2023 | 23 |
Allworth Financial LP | 23 | 23 | 0.00% | 5.17% | 15.90% | Q1 2018 | Q3 2023 | 23 |
Willow Creek Wealth Management Inc. | 23 | 23 | 1.93% | 11.75% | 29.85% | Q1 2018 | Q3 2023 | 23 |
Boston Standard Wealth Management, LLC | 16 | 2 | 0.07% | 8.44% | 13.78% | Q4 2017 | Q4 2023 | 23 |
AlphaStar Capital Management, LLC | 23 | 23 | 0.07% | 2.15% | 4.12% | Q1 2018 | Q3 2023 | 23 |
CWM, LLC | 15 | 8 | 0.42% | 0.87% | 2.42% | Q4 2017 | Q3 2023 | 23 |
JNBA Financial Advisors | 20 | 3 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 23 |
SigFig Wealth Management, LLC | 23 | 23 | 0.87% | 1.57% | 5.83% | Q1 2018 | Q3 2023 | 23 |
OLD MISSION CAPITAL LLC | 12 | 1 | 0.01% | 0.35% | 0.91% | Q1 2017 | Q3 2023 | 23 |
Mariner, LLC | 23 | 23 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Towercrest Capital Management | 23 | 23 | 1.31% | 2.05% | 2.75% | Q1 2018 | Q3 2023 | 23 |
Arete Wealth Advisors, LLC | 23 | 23 | 0.05% | 0.44% | 0.91% | Q1 2018 | Q3 2023 | 23 |
E&G Advisors, LP | 22 | 22 | 0.11% | 1.93% | 4.63% | Q2 2018 | Q3 2023 | 22 |
Cornerstone Management, Inc. | 22 | 22 | 0.03% | 0.09% | 0.17% | Q4 2017 | Q1 2023 | 22 |
Cetera Advisors LLC | 21 | 1 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
OneDigital Investment Advisors LLC | 20 | 2 | 0.01% | 0.12% | 0.36% | Q1 2018 | Q3 2023 | 22 |
Atria Investments, Inc | 12 | 10 | 0.03% | 0.11% | 0.59% | Q3 2014 | Q4 2020 | 22 |
Strategic Wealth Partners, Ltd. | 22 | 22 | 0.01% | 0.39% | 1.25% | Q4 2017 | Q1 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.01% | 0.33% | 1.22% | Q2 2018 | Q3 2023 | 22 |
AE Wealth Management LLC | 21 | 21 | 0.01% | 0.07% | 0.15% | Q3 2018 | Q3 2023 | 21 |
APPLETON PARTNERS INC/MA | 21 | 21 | 0.19% | 0.47% | 0.58% | Q4 2018 | Q4 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
BRIGHTON JONES LLC | 21 | 21 | 0.01% | 0.07% | 0.14% | Q2 2018 | Q2 2023 | 21 |
Relative Value Partners Group, LLC | 16 | 5 | 0.04% | 0.08% | 0.14% | Q1 2016 | Q4 2021 | 21 |
Belpointe Asset Management LLC | 17 | 2 | 0.03% | 0.14% | 0.51% | Q3 2017 | Q2 2023 | 21 |
WALLER FINANCIAL PLANNING GROUP, INC | 21 | 21 | 4.35% | 7.48% | 11.52% | Q4 2018 | Q4 2023 | 21 |
Brinker Capital Investments, LLC | 21 | 21 | 0.02% | 0.85% | 2.02% | Q4 2017 | Q4 2022 | 21 |
Freedom Investment Management, Inc. | 12 | 9 | 0.09% | 0.68% | 4.10% | Q1 2013 | Q1 2023 | 21 |
Mutual Advisors, LLC | 13 | 1 | 0.01% | 0.27% | 1.59% | Q1 2018 | Q3 2023 | 21 |
JFS WEALTH ADVISORS, LLC | 21 | 21 | 0.00% | 0.01% | 0.10% | Q3 2018 | Q3 2023 | 21 |
SNS Financial Group, LLC | 21 | 21 | 0.15% | 0.20% | 0.25% | Q1 2018 | Q1 2023 | 21 |
ARGI Investment Services, LLC | 21 | 21 | 0.08% | 5.37% | 6.13% | Q4 2017 | Q4 2022 | 21 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 21 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 20 | 1 | 0.12% | 0.19% | 0.34% | Q2 2018 | Q3 2023 | 21 |
Horizon Investments, LLC | 20 | 20 | 0.09% | 0.90% | 8.84% | Q4 2018 | Q3 2023 | 20 |
ERn Financial, LLC | 20 | 20 | 0.64% | 2.36% | 5.67% | Q4 2018 | Q3 2023 | 20 |
Janney Montgomery Scott LLC | 20 | 20 | 0.03% | 0.09% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Parallel Advisors, LLC | 18 | 2 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2020 | 20 |
NYL Investors LLC | 20 | 20 | 0.12% | 0.85% | 1.74% | Q4 2018 | Q3 2023 | 20 |
FOUNDERS FINANCIAL SECURITIES LLC | 20 | 20 | 0.53% | 0.96% | 1.31% | Q4 2018 | Q3 2023 | 20 |
MONETA GROUP INVESTMENT ADVISORS LLC | 18 | 1 | 0.01% | 0.73% | 1.16% | Q2 2018 | Q3 2023 | 20 |
Aptus Capital Advisors, LLC | 20 | 20 | 0.00% | 0.34% | 1.83% | Q4 2018 | Q3 2023 | 20 |
OLD SECOND NATIONAL BANK OF AURORA | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.12% | 2.47% | 6.61% | Q4 2018 | Q3 2023 | 20 |
CAHABA WEALTH MANAGEMENT, INC. | 20 | 20 | 0.22% | 0.39% | 0.62% | Q4 2018 | Q3 2023 | 20 |
Carnegie Capital Asset Management, LLC | 20 | 20 | 0.05% | 0.12% | 0.17% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.10% | 2.34% | 5.45% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.02% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Money Design Co.,Ltd. | 20 | 20 | 0.10% | 3.23% | 6.02% | Q4 2018 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Sound Income Strategies, LLC | 16 | 3 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 19 |
PFS INVESTMENTS INC. | 19 | 19 | 0.18% | 0.52% | 1.40% | Q4 2018 | Q2 2023 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.38% | 2.75% | 9.18% | Q1 2019 | Q3 2023 | 19 |
FMR LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
Quantitative Advantage, LLC | 16 | 3 | 0.03% | 0.60% | 1.20% | Q1 2018 | Q1 2023 | 19 |
Bay Harbor Wealth Management, LLC | 16 | 3 | 0.00% | 1.05% | 8.38% | Q4 2018 | Q3 2023 | 19 |
VICUS CAPITAL | 19 | 19 | 0.05% | 0.24% | 1.74% | Q1 2019 | Q3 2023 | 19 |
Simplicity Solutions, LLC | 19 | 19 | 0.02% | 0.18% | 0.59% | Q4 2018 | Q2 2023 | 19 |
ALESCO ADVISORS LLC | 19 | 19 | 0.01% | 0.06% | 0.19% | Q1 2018 | Q3 2022 | 19 |
American Portfolios Advisors | 13 | 6 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2022 | 19 |
BNP PARIBAS FINANCIAL MARKETS | 12 | 7 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 19 |
PARK AVENUE SECURITIES LLC | 18 | 18 | 0.04% | 0.23% | 0.49% | Q2 2019 | Q3 2023 | 18 |
Foundations Investment Advisors, LLC | 17 | 1 | 0.04% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 18 |
WRAPMANAGER INC | 18 | 18 | 2.74% | 4.44% | 5.79% | Q1 2018 | Q2 2022 | 18 |
Barber Financial Group, Inc. | 18 | 18 | 0.05% | 6.79% | 10.46% | Q1 2018 | Q2 2022 | 18 |
Integrated Wealth Concepts LLC | 14 | 4 | 0.01% | 0.04% | 0.23% | Q4 2018 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.05% | 0.17% | 0.58% | Q1 2019 | Q2 2023 | 18 |
Savant Capital, LLC | 18 | 18 | 0.09% | 0.28% | 0.89% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
SlateStone Wealth, LLC | 18 | 18 | 0.05% | 0.67% | 1.64% | Q2 2019 | Q3 2023 | 18 |
OPTIMUM INVESTMENT ADVISORS | 16 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2021 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 17 |
Shilanski & Associates, Inc. | 13 | 4 | 0.17% | 0.40% | 0.89% | Q2 2019 | Q3 2023 | 17 |
G&S Capital LLC | 13 | 4 | 0.33% | 0.50% | 1.30% | Q4 2017 | Q3 2023 | 17 |
REILLY FINANCIAL ADVISORS, LLC | 17 | 17 | 0.06% | 0.10% | 0.13% | Q4 2017 | Q4 2021 | 17 |
Windsor Wealth Management, Inc. | 17 | 17 | 0.04% | 0.08% | 0.13% | Q3 2019 | Q3 2023 | 17 |
JT Stratford LLC | 17 | 17 | 0.36% | 2.63% | 6.14% | Q3 2019 | Q3 2023 | 17 |
RATIONAL ADVISORS LLC | 13 | 4 | 0.00% | 3.20% | 10.31% | Q1 2018 | Q4 2022 | 17 |
CreativeOne Wealth, LLC | 7 | 1 | 0.01% | 0.12% | 1.26% | Q2 2018 | Q2 2023 | 17 |
Clear Creek Financial Management, LLC | 12 | 5 | 1.91% | 4.82% | 11.42% | Q2 2019 | Q3 2023 | 17 |
Balentine LLC | 17 | 17 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Financial Advocates Investment Management | 16 | 1 | 0.02% | 0.55% | 1.04% | Q1 2018 | Q3 2023 | 17 |
Cornerstone Wealth Management, LLC | 12 | 2 | 0.01% | 0.32% | 0.57% | Q2 2018 | Q3 2023 | 17 |
HBW ADVISORY SERVICES LLC | 17 | 17 | 0.71% | 1.00% | 2.18% | Q3 2019 | Q3 2023 | 17 |
Winch Advisory Services, LLC | 17 | 17 | 0.05% | 0.32% | 0.47% | Q3 2019 | Q3 2023 | 17 |
RITHOLTZ WEALTH MANAGEMENT | 17 | 17 | 0.22% | 0.94% | 4.88% | Q1 2018 | Q1 2022 | 17 |
Stratos Wealth Partners, LTD. | 15 | 1 | 0.00% | 0.09% | 0.25% | Q1 2018 | Q3 2023 | 17 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 14 | 3 | 0.09% | 0.26% | 0.98% | Q3 2018 | Q2 2023 | 17 |
SENTINEL PENSION ADVISORS INC | 16 | 16 | 1.62% | 8.95% | 18.24% | Q4 2019 | Q3 2023 | 16 |
MANAGED ACCOUNT SERVICES INC | 16 | 16 | 0.31% | 0.46% | 0.72% | Q4 2017 | Q3 2021 | 16 |
Sigma Planning Corp | 14 | 1 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 16 |
Advocacy Wealth Management Services, LLC | 15 | 1 | 0.01% | 0.11% | 1.15% | Q2 2013 | Q3 2023 | 16 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 3 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q2 2023 | 16 |
Tempus Wealth Planning, LLC | 16 | 16 | 1.35% | 3.79% | 9.60% | Q4 2019 | Q3 2023 | 16 |
WEALTHSOURCE PARTNERS, LLC | 11 | 5 | 0.13% | 4.34% | 8.08% | Q1 2018 | Q3 2023 | 16 |
Cetera Investment Advisers | 16 | 16 | 0.05% | 0.17% | 0.51% | Q4 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.01% | 0.04% | 0.11% | Q3 2018 | Q2 2022 | 16 |
STRINGER ASSET MANAGEMENT, LLC | 16 | 16 | 1.54% | 6.63% | 13.98% | Q4 2018 | Q3 2022 | 16 |
PAX Financial Group, LLC | 16 | 16 | 2.44% | 3.15% | 4.53% | Q4 2019 | Q3 2023 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.11% | 0.51% | 1.47% | Q2 2013 | Q1 2017 | 16 |
TRUEFG, LLC | 16 | 16 | 8.01% | 9.14% | 10.78% | Q4 2019 | Q3 2023 | 16 |
JPMORGAN CHASE & CO | 5 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 16 |
Cooper Financial Group | 16 | 16 | 0.11% | 0.53% | 1.34% | Q4 2019 | Q3 2023 | 16 |
PFG Private Wealth Management, LLC | 16 | 16 | 0.16% | 0.25% | 0.35% | Q4 2019 | Q3 2023 | 16 |
Astoria Strategic Wealth, Inc. | 16 | 16 | 4.67% | 11.84% | 22.36% | Q4 2019 | Q3 2023 | 16 |
Stewardship Advisors, LLC | 16 | 16 | 1.42% | 6.89% | 15.70% | Q4 2019 | Q3 2023 | 16 |
Moloney Securities Asset Management, LLC | 16 | 16 | 0.05% | 0.11% | 0.32% | Q2 2019 | Q1 2023 | 16 |
Qube Research & Technologies Ltd | 16 | 16 | 0.00% | 0.19% | 0.78% | Q4 2019 | Q3 2023 | 16 |
ZACKS INVESTMENT MANAGEMENT | 6 | 1 | 0.00% | 0.07% | 0.36% | Q4 2014 | Q3 2023 | 16 |
RESTON WEALTH MANAGEMENT LLC | 16 | 16 | 0.58% | 13.21% | 20.03% | Q4 2019 | Q3 2023 | 16 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 16 |
Traverso Chambers Private Wealth Management, LLC | 16 | 16 | 0.10% | 0.34% | 3.15% | Q4 2018 | Q3 2022 | 16 |
Advisory Alpha, LLC | 11 | 1 | 0.00% | 2.77% | 6.57% | Q4 2017 | Q3 2023 | 16 |
CENTAURUS FINANCIAL, INC. | 11 | 1 | 0.01% | 0.29% | 0.82% | Q2 2018 | Q3 2023 | 16 |
Financial Strategies Group, Inc. | 16 | 16 | 4.84% | 8.96% | 15.17% | Q4 2019 | Q3 2023 | 16 |
Brio Consultants, LLC | 16 | 16 | 0.09% | 5.28% | 8.91% | Q4 2018 | Q3 2022 | 16 |
Orion Portfolio Solutions, LLC | 15 | 15 | 0.00% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
GeoWealth Management, LLC | 15 | 15 | 0.37% | 0.65% | 1.46% | Q1 2020 | Q3 2023 | 15 |
IHT Wealth Management, LLC | 15 | 15 | 0.04% | 0.73% | 2.18% | Q1 2020 | Q3 2023 | 15 |
US BANCORP \DE\ | 12 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.04% | 0.14% | Q2 2016 | Q4 2019 | 15 |
TOBIAS FINANCIAL ADVISORS, INC. | 8 | 7 | 4.71% | 13.68% | 27.95% | Q4 2019 | Q3 2023 | 15 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 8 | 2 | 0.50% | 1.54% | 3.19% | Q4 2018 | Q3 2023 | 15 |
Wealthquest Corp | 10 | 5 | 0.21% | 2.20% | 4.13% | Q4 2018 | Q3 2022 | 15 |
Lutz Financial Services LLC | 15 | 15 | 0.08% | 0.23% | 0.35% | Q4 2018 | Q2 2022 | 15 |
PRUDENTIAL FINANCIAL INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Wealthcare Advisory Partners LLC | 15 | 15 | 1.03% | 1.70% | 2.39% | Q1 2020 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 15 | 15 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
FormulaFolio Investments, LLC | 15 | 15 | 0.07% | 0.39% | 1.20% | Q4 2017 | Q2 2021 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 7.12% | 8.05% | 9.02% | Q4 2019 | Q3 2023 | 15 |
Trinity Wealth Management, LLC | 12 | 3 | 7.28% | 12.76% | 22.64% | Q4 2019 | Q3 2023 | 15 |
Advisory Services Network, LLC | 14 | 1 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q1 2023 | 15 |
GM Advisory Group, LLC | 8 | 7 | 0.23% | 3.04% | 6.11% | Q1 2015 | Q3 2023 | 15 |
RAYMOND JAMES TRUST N.A. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Wechter Feldman Wealth Management, Inc. | 15 | 15 | 0.22% | 5.12% | 19.86% | Q4 2017 | Q2 2021 | 15 |
Good Life Advisors, LLC | 15 | 15 | 3.34% | 5.56% | 7.80% | Q1 2020 | Q3 2023 | 15 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 1 | 0.06% | 0.76% | 1.77% | Q3 2019 | Q3 2023 | 15 |
Jacobi Capital Management LLC | 15 | 15 | 0.45% | 1.05% | 1.51% | Q1 2020 | Q3 2023 | 15 |
RiverFront Investment Group, LLC | 15 | 15 | 3.02% | 6.22% | 8.97% | Q1 2020 | Q3 2023 | 15 |
SRS Capital Advisors, Inc. | 10 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.09% | 0.67% | 1.84% | Q1 2020 | Q3 2023 | 15 |
Syntal Capital Partners, LLC | 12 | 3 | 0.07% | 0.46% | 0.89% | Q2 2019 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.12% | 0.15% | 0.20% | Q1 2020 | Q3 2023 | 15 |
First Horizon Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 14 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 14 | 14 | 0.11% | 1.86% | 3.84% | Q1 2020 | Q2 2023 | 14 |
Walkner Condon Financial Advisors LLC | 7 | 7 | 0.30% | 0.48% | 0.83% | Q4 2019 | Q3 2023 | 14 |
VisionPoint Advisory Group, LLC | 14 | 14 | 0.63% | 2.81% | 5.34% | Q2 2020 | Q3 2023 | 14 |
Certified Advisory Corp | 5 | 4 | 0.03% | 0.24% | 0.79% | Q2 2019 | Q3 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.03% | 0.69% | 1.86% | Q1 2017 | Q2 2020 | 14 |
KEYBANK NATIONAL ASSOCIATION/OH | 14 | 14 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q1 2016 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 5 | 0.00% | 0.06% | 0.17% | Q1 2019 | Q3 2023 | 14 |
Peterson Wealth Advisors, LLC | 14 | 14 | 0.23% | 0.30% | 0.38% | Q1 2018 | Q2 2021 | 14 |
Strategic Blueprint, LLC | 14 | 14 | 0.03% | 2.72% | 7.70% | Q4 2018 | Q1 2022 | 14 |
Detalus Advisors, LLC | 14 | 14 | 0.37% | 2.43% | 4.96% | Q2 2020 | Q3 2023 | 14 |
Roundview Capital LLC | 14 | 14 | 0.05% | 0.51% | 0.88% | Q1 2019 | Q2 2022 | 14 |
Ameritas Investment Partners, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Heartwood Wealth Advisors LLC | 10 | 4 | 2.93% | 3.62% | 5.41% | Q4 2019 | Q3 2023 | 14 |
Alexandria Capital, LLC | 14 | 14 | 0.05% | 0.88% | 1.55% | Q2 2018 | Q3 2021 | 14 |
QUADRANT CAPITAL GROUP LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Ausdal Financial Partners, Inc. | 7 | 1 | 0.03% | 0.06% | 0.19% | Q4 2015 | Q2 2023 | 13 |
OARSMAN CAPITAL, INC. | 13 | 13 | 1.04% | 1.58% | 2.74% | Q4 2017 | Q4 2020 | 13 |
MOSELEY INVESTMENT MANAGEMENT INC | 13 | 13 | 0.12% | 0.20% | 0.31% | Q1 2019 | Q1 2022 | 13 |
First PREMIER Bank | 13 | 13 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q4 2021 | 13 |
CGN Advisors LLC | 13 | 13 | 0.20% | 0.69% | 1.29% | Q4 2020 | Q4 2023 | 13 |
Strategic Investment Advisors / MI | 8 | 1 | 0.05% | 0.20% | 0.47% | Q4 2018 | Q4 2022 | 13 |
MUFG Americas Holdings Corp | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Global Retirement Partners, LLC | 7 | 6 | 0.00% | 0.06% | 0.17% | Q2 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.08% | 0.14% | 0.26% | Q3 2020 | Q3 2023 | 13 |
Atlas Private Wealth Advisors | 13 | 13 | 0.01% | 0.78% | 5.45% | Q3 2020 | Q3 2023 | 13 |
Frontier Wealth Management LLC | 9 | 4 | 0.19% | 3.70% | 6.93% | Q2 2018 | Q2 2022 | 13 |
Investors Research Corp | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12 | 1 | 0.01% | 0.32% | 0.71% | Q2 2018 | Q4 2021 | 13 |
Western Wealth Management, LLC | 8 | 5 | 0.03% | 0.08% | 0.22% | Q2 2020 | Q3 2023 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 13 | 13 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q1 2023 | 13 |
IFG Advisory, LLC | 13 | 13 | 0.04% | 0.63% | 1.26% | Q3 2020 | Q3 2023 | 13 |
Gerber Kawasaki Wealth & Investment Management | 13 | 13 | 0.03% | 0.88% | 3.23% | Q3 2020 | Q3 2023 | 13 |
Baltimore-Washington Financial Advisors, Inc. | 13 | 13 | 0.12% | 0.49% | 0.84% | Q1 2019 | Q1 2022 | 13 |
Aldebaran Financial Inc. | 13 | 13 | 0.23% | 0.64% | 1.28% | Q4 2018 | Q4 2021 | 13 |
Wiser Wealth Management, Inc | 12 | 12 | 0.80% | 1.07% | 1.54% | Q4 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.03% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 2.29% | 2.60% | 3.22% | Q4 2020 | Q3 2023 | 12 |
Orin Green Financial, LLC | 12 | 12 | 1.06% | 1.26% | 1.49% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.07% | 0.11% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Syverson Strege & Co | 12 | 12 | 0.10% | 0.63% | 1.16% | Q4 2020 | Q3 2023 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.10% | 1.96% | 3.48% | Q1 2019 | Q1 2022 | 12 |
Source Financial Advisors LLC | 12 | 12 | 0.76% | 1.09% | 1.53% | Q4 2020 | Q3 2023 | 12 |
USAdvisors Wealth Management, LLC | 12 | 12 | 1.55% | 3.24% | 3.80% | Q4 2020 | Q3 2023 | 12 |
Beacon Financial Advisory LLC | 12 | 12 | 0.17% | 0.74% | 1.95% | Q4 2019 | Q3 2022 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 0.86% | 4.09% | 8.67% | Q4 2020 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.03% | 0.12% | 0.35% | Q4 2020 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 5 | 1 | 0.02% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 11 | 1 | 0.02% | 0.27% | 0.59% | Q4 2019 | Q4 2022 | 12 |
Weitzel Financial Services, Inc. | 12 | 12 | 1.81% | 7.32% | 18.19% | Q4 2020 | Q3 2023 | 12 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q1 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 0.51% | 1.18% | 1.76% | Q4 2020 | Q3 2023 | 12 |
PRINCIPAL FINANCIAL GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Amtrust Financial Services, Inc. | 12 | 12 | 2.54% | 4.11% | 7.27% | Q4 2020 | Q3 2023 | 12 |
Copperwynd Financial, LLC | 12 | 12 | 0.08% | 0.44% | 0.74% | Q1 2019 | Q4 2021 | 12 |
AGF Investments LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Visionary Wealth Advisors | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Fullen Financial Group | 12 | 12 | 2.37% | 2.77% | 3.58% | Q2 2020 | Q1 2023 | 12 |
Laurel Wealth Advisors, Inc. | 7 | 5 | 0.11% | 0.80% | 1.69% | Q4 2019 | Q4 2022 | 12 |
KWB Wealth | 12 | 12 | 6.00% | 7.16% | 11.22% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Pinnacle Family Advisors, LLC | 12 | 12 | 0.36% | 0.59% | 0.86% | Q4 2020 | Q3 2023 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.19% | 0.24% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Valtinson Bruner Financial Planning LLC | 11 | 1 | 0.66% | 8.14% | 14.21% | Q3 2019 | Q3 2023 | 12 |
XPONANCE, INC. | 5 | 2 | 0.56% | 0.93% | 2.05% | Q1 2014 | Q2 2017 | 12 |
Equitable Holdings, Inc. | 12 | 12 | 0.01% | 0.23% | 0.44% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.34% | 0.78% | 1.10% | Q4 2020 | Q3 2023 | 12 |
Sand Hill Global Advisors, LLC | 9 | 3 | 0.16% | 0.40% | 0.59% | Q2 2017 | Q2 2020 | 12 |
HORAN CAPITAL MANAGEMENT | 11 | 1 | 0.42% | 1.72% | 2.84% | Q4 2017 | Q4 2020 | 12 |
MSI Financial Services Inc | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 12 |
Better Money Decisions, LLC | 11 | 11 | 0.49% | 0.78% | 1.75% | Q1 2021 | Q3 2023 | 11 |
F3Logic, LLC | 11 | 11 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q4 2022 | 11 |
Crew Capital Management, Ltd. | 11 | 11 | 0.24% | 0.37% | 0.42% | Q1 2021 | Q3 2023 | 11 |
FIFTH THIRD SECURITIES, INC. | 6 | 5 | 0.64% | 1.13% | 2.06% | Q4 2016 | Q2 2021 | 11 |
RDA Financial Network | 11 | 11 | 0.18% | 0.42% | 0.66% | Q1 2019 | Q3 2021 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.11% | 0.18% | 0.27% | Q1 2018 | Q3 2020 | 11 |
Hilltop Holdings Inc. | 7 | 4 | 0.04% | 0.09% | 0.17% | Q1 2019 | Q2 2022 | 11 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2017 | 11 |
Advisor OS, LLC | 5 | 1 | 0.06% | 0.35% | 1.04% | Q2 2020 | Q3 2023 | 11 |
Prospera Financial Services Inc | 11 | 11 | 0.01% | 0.06% | 0.22% | Q3 2019 | Q1 2022 | 11 |
Global Strategic Investment Solutions, LLC | 10 | 1 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 11 |
Cordasco Financial Network | 11 | 11 | 0.05% | 0.11% | 0.20% | Q4 2018 | Q2 2021 | 11 |
NewSquare Capital LLC | 10 | 1 | 0.00% | 0.67% | 4.46% | Q1 2020 | Q3 2023 | 11 |
SEI INVESTMENTS CO | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 11 |
Bank of New York Mellon Corp | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 11 |
BOSTON ADVISORS LLC | 11 | 11 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q3 2019 | 11 |
Hudock, Inc. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2022 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 11 |
Pinnacle Advisory Group, Inc. | 11 | 11 | 0.02% | 0.06% | 0.10% | Q3 2018 | Q1 2021 | 11 |
WFA of San Diego, LLC | 4 | 1 | 0.07% | 0.14% | 0.25% | Q2 2020 | Q3 2023 | 10 |
GUGGENHEIM CAPITAL LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
REDW Wealth LLC | 10 | 10 | 0.08% | 0.14% | 0.18% | Q4 2018 | Q1 2021 | 10 |
Retirement Planning Group, LLC | 6 | 4 | 0.06% | 0.08% | 0.10% | Q4 2018 | Q3 2023 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.02% | 0.07% | Q1 2021 | Q2 2023 | 10 |
STEPHENS INC /AR/ | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
West Financial Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
HORIZON FINANCIAL SERVICES, LLC | 10 | 10 | 0.18% | 1.93% | 6.65% | Q2 2021 | Q3 2023 | 10 |
Brookstone Capital Management | 10 | 10 | 0.01% | 0.05% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Savior LLC | 10 | 10 | 0.00% | 0.16% | 0.46% | Q4 2019 | Q1 2022 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 10 | 10 | 0.17% | 0.45% | 0.76% | Q2 2020 | Q3 2022 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.03% | 0.07% | 0.11% | Q4 2020 | Q1 2023 | 10 |
55I, LLC | 10 | 10 | 0.01% | 0.06% | 0.17% | Q4 2019 | Q1 2022 | 10 |
Wealth Advisory Solutions, LLC | 8 | 2 | 0.00% | 0.70% | 1.30% | Q4 2019 | Q2 2022 | 10 |
C-J Advisory, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2018 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.03% | 0.37% | 1.33% | Q4 2020 | Q3 2023 | 10 |
Allred Capital Management, LLC | 10 | 10 | 0.02% | 0.54% | 0.73% | Q4 2018 | Q1 2021 | 10 |
Paulson Wealth Management Inc. | 9 | 1 | 0.03% | 1.69% | 2.46% | Q4 2017 | Q3 2020 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.05% | 0.48% | Q4 2018 | Q2 2022 | 10 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 10 | 10 | 0.07% | 0.17% | 0.48% | Q4 2017 | Q1 2020 | 10 |
Westside Investment Management, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
ADVISOR PARTNERS LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q2 2022 | 10 |
Advisor Resource Council | 10 | 10 | 0.13% | 0.43% | 0.74% | Q2 2021 | Q3 2023 | 10 |
Pensionmark Financial Group, LLC | 9 | 1 | 0.06% | 0.13% | 0.68% | Q4 2019 | Q1 2023 | 10 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 10 | 10 | 0.04% | 1.31% | 2.14% | Q4 2017 | Q1 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
Stratos Wealth Advisors, LLC | 8 | 1 | 0.02% | 0.25% | 0.65% | Q2 2020 | Q2 2023 | 9 |
IAG Wealth Partners, LLC | 9 | 9 | 0.44% | 0.52% | 0.62% | Q3 2021 | Q3 2023 | 9 |
Armbruster Capital Management, Inc. | 5 | 4 | 0.02% | 0.12% | 0.19% | Q4 2017 | Q1 2020 | 9 |
Clearview Wealth Advisors LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 9 |
DAVENPORT & Co LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.04% | 0.07% | Q2 2019 | Q4 2021 | 9 |
Bluefin Trading, LLC | 4 | 1 | 0.05% | 0.42% | 0.90% | Q1 2014 | Q1 2020 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 2.32% | 2.71% | 2.99% | Q3 2021 | Q3 2023 | 9 |
Vickerman Investment Advisors, Inc. | 9 | 9 | 0.23% | 0.36% | 0.61% | Q3 2021 | Q3 2023 | 9 |
NATIONAL PLANNING CORP | 8 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2017 | 9 |
Activest Wealth Management | 9 | 9 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 9 |
Facet Wealth, Inc. | 8 | 1 | 0.51% | 1.00% | 2.43% | Q4 2020 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.04% | 0.12% | 0.31% | Q2 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
DEUTSCHE BANK AG\ | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 9 |
Intrua Financial, LLC | 9 | 9 | 0.04% | 0.08% | 0.15% | Q1 2021 | Q1 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Financial & Tax Architects, LLC | 8 | 1 | 0.36% | 2.14% | 4.49% | Q1 2021 | Q3 2023 | 9 |
Allen Capital Group, LLC | 9 | 9 | 0.32% | 0.65% | 1.64% | Q4 2017 | Q4 2019 | 9 |
Brown Financial Advisory | 9 | 9 | 0.70% | 2.64% | 5.98% | Q4 2020 | Q4 2022 | 9 |
Crabel Capital Management, LLC | 5 | 1 | 0.20% | 0.47% | 0.70% | Q4 2020 | Q2 2023 | 9 |
FIFTH THIRD BANCORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 9 |
Marcum Wealth, LLC | 9 | 9 | 0.04% | 0.07% | 0.09% | Q1 2021 | Q1 2023 | 9 |
Garrett Wealth Advisory Group, LLC | 9 | 9 | 0.16% | 5.83% | 8.57% | Q3 2021 | Q3 2023 | 9 |
Lifeworks Advisors, LLC | 8 | 8 | 0.32% | 0.81% | 1.58% | Q4 2021 | Q3 2023 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 1.41% | 2.21% | 3.84% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.65% | 1.25% | 2.58% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.16% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 6.14% | 6.52% | 6.76% | Q4 2021 | Q3 2023 | 8 |
Baird Financial Group, Inc. | 4 | 1 | 0.00% | 0.01% | 0.09% | Q1 2017 | Q1 2023 | 8 |
Argentus Capital Management, LLC | 8 | 8 | 0.16% | 0.36% | 0.93% | Q4 2014 | Q3 2016 | 8 |
F/M Investments LLC | 7 | 1 | 0.18% | 0.20% | 0.24% | Q4 2020 | Q1 2023 | 8 |
Baystate Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Aquire Wealth Advisors, LLC | 8 | 8 | 1.56% | 2.22% | 2.76% | Q4 2021 | Q3 2023 | 8 |
Beaumont Capital Management, LLC | 8 | 8 | 8.46% | 10.14% | 12.47% | Q4 2021 | Q3 2023 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 1.89% | 2.03% | 2.17% | Q4 2021 | Q3 2023 | 8 |
EPG Wealth Management LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Key FInancial Inc | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.35% | 1.54% | 4.41% | Q4 2021 | Q3 2023 | 8 |
Hartford Financial Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Steward Partners Investment Advisory, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
ECLECTIC ASSOCIATES INC /ADV | 8 | 8 | 0.28% | 0.74% | 1.15% | Q4 2020 | Q3 2022 | 8 |
B. Riley Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 8 |
Asset Management Resources, LLC | 8 | 8 | 0.74% | 2.21% | 4.86% | Q4 2021 | Q3 2023 | 8 |
Tennessee Valley Asset Management Partners | 8 | 8 | 0.07% | 1.28% | 2.95% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.26% | 0.52% | 0.66% | Q1 2021 | Q3 2023 | 8 |
Redwood Investment Management, LLC | 8 | 8 | 0.78% | 2.72% | 5.49% | Q1 2018 | Q4 2019 | 8 |
Simplicity Wealth,LLC | 8 | 8 | 0.22% | 1.28% | 4.62% | Q4 2021 | Q3 2023 | 8 |
Eldridge Investment Advisors, Inc. | 8 | 8 | 1.34% | 2.29% | 3.13% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Valeo Financial Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 8 |
Ascent Group, LLC | 8 | 8 | 0.03% | 0.10% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Transamerica Financial Advisors, Inc. | 6 | 2 | 0.00% | 0.18% | 0.75% | Q1 2020 | Q3 2023 | 8 |
Csenge Advisory Group | 5 | 1 | 0.01% | 0.10% | 0.30% | Q3 2019 | Q2 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.14% | 0.20% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Rinkey Investments | 8 | 8 | 6.10% | 8.34% | 10.22% | Q4 2021 | Q3 2023 | 8 |
TKG Advisors, LLC | 8 | 8 | 0.53% | 0.64% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Epstein & White Financial LLC | 7 | 1 | 1.10% | 11.18% | 18.50% | Q1 2018 | Q2 2021 | 8 |
Hofer & Associates. Inc | 8 | 8 | 0.30% | 0.41% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.01% | 0.13% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Advisory Resource Group | 7 | 7 | 0.67% | 1.89% | 2.64% | Q3 2019 | Q1 2021 | 7 |
Orion Capital Management LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2020 | 7 |
Echo Wealth Management, LLC | 7 | 7 | 0.52% | 0.61% | 0.74% | Q4 2020 | Q2 2022 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.04% | 0.22% | Q4 2018 | Q3 2021 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Clearshares LLC | 4 | 3 | 2.25% | 3.30% | 5.90% | Q1 2020 | Q4 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 1.09% | 1.56% | 2.26% | Q2 2020 | Q4 2021 | 7 |
Institute for Wealth Management, LLC. | 7 | 7 | 0.06% | 0.09% | 0.12% | Q4 2018 | Q2 2020 | 7 |
WEDBUSH SECURITIES INC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Stone House Investment Management, LLC | 7 | 7 | 0.20% | 0.55% | 1.21% | Q3 2018 | Q1 2020 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
OXFORD FINANCIAL GROUP, LTD. LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Narus Financial Partners, LLC | 7 | 7 | 0.22% | 0.32% | 0.60% | Q1 2022 | Q3 2023 | 7 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.06% | 0.17% | Q1 2014 | Q2 2017 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
North Star Investment Management Corp. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Ballast, Inc. | 7 | 7 | 0.17% | 0.52% | 0.68% | Q1 2019 | Q3 2020 | 7 |
FIRST MANHATTAN CO. LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Realta Investment Advisors | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 7 |
Founders Capital Management | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2018 | 7 |
Snider Financial Group | 7 | 7 | 0.20% | 0.24% | 0.28% | Q1 2022 | Q3 2023 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.19% | 1.66% | 2.26% | Q2 2022 | Q3 2023 | 7 |
AFFINITY WEALTH MANAGEMENT LLC | 6 | 1 | 0.06% | 0.37% | 0.73% | Q4 2018 | Q3 2020 | 7 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.00% | 0.07% | 0.37% | Q1 2019 | Q3 2023 | 7 |
Legacy Wealth Partners, Inc. | 7 | 7 | 1.96% | 2.42% | 3.04% | Q4 2019 | Q2 2021 | 7 |
Applied Capital LLC | 7 | 7 | 0.29% | 0.84% | 1.62% | Q1 2021 | Q3 2022 | 7 |
MEANS INVESTMENT CO., INC. | 7 | 7 | 0.06% | 0.21% | 0.34% | Q1 2022 | Q3 2023 | 7 |
GYL FINANCIAL SYNERGIES, LLC | 7 | 7 | 0.23% | 1.32% | 2.27% | Q3 2021 | Q1 2023 | 7 |
Integrated Advisors Network LLC | 7 | 7 | 0.18% | 0.30% | 0.45% | Q1 2022 | Q3 2023 | 7 |
Braun-Bostich & Associates Inc. | 7 | 7 | 0.02% | 0.82% | 3.21% | Q4 2017 | Q2 2019 | 7 |
Strategic Wealth Investment Group, LLC | 7 | 7 | 0.06% | 0.11% | 0.21% | Q1 2022 | Q3 2023 | 7 |
PEAK FINANCIAL ADVISORS LLC | 5 | 2 | 0.23% | 3.88% | 7.19% | Q4 2021 | Q3 2023 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.02% | 0.11% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Investments & Financial Planning, LLC | 4 | 3 | 0.30% | 0.43% | 0.54% | Q4 2021 | Q3 2023 | 7 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 6 |
AFFINIA FINANCIAL GROUP, LLC | 6 | 6 | 0.14% | 7.33% | 12.06% | Q3 2020 | Q4 2021 | 6 |
Concord Wealth Partners | 4 | 2 | 0.00% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 6 |
Meridian Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 6 |
Stonebridge Capital Advisors LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q1 2023 | 6 |
Professional Financial Advisors, LLC | 4 | 1 | 0.15% | 0.93% | 4.07% | Q4 2019 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.07% | 0.10% | Q1 2021 | Q2 2022 | 6 |
Measured Wealth Private Client Group, LLC | 6 | 6 | 0.50% | 0.97% | 1.66% | Q2 2018 | Q3 2019 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.10% | 0.25% | 0.37% | Q2 2022 | Q3 2023 | 6 |
UNIVEST FINANCIAL Corp | 6 | 6 | 0.56% | 2.09% | 2.72% | Q2 2022 | Q3 2023 | 6 |
COLONY GROUP LLC | 4 | 1 | 0.00% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 6 |
Faithward Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
ACG Wealth | 5 | 1 | 0.01% | 0.09% | 0.12% | Q3 2018 | Q2 2022 | 6 |
Tolleson Wealth Management, Inc. | 6 | 6 | 0.06% | 0.11% | 0.19% | Q2 2022 | Q3 2023 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.03% | 0.09% | Q1 2015 | Q2 2016 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q4 2022 | 6 |
Levy Wealth Management Group, LLC | 6 | 6 | 0.73% | 1.29% | 2.88% | Q2 2022 | Q3 2023 | 6 |
Rain Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
McAdam, LLC | 3 | 3 | 0.02% | 0.10% | 0.19% | Q1 2022 | Q3 2023 | 6 |
CLIENT 1ST ADVISORY GROUP, LLC | 4 | 2 | 0.14% | 0.25% | 0.59% | Q4 2019 | Q3 2023 | 6 |
OTA Financial Group L.P. | 2 | 1 | 0.22% | 0.59% | 1.14% | Q1 2014 | Q1 2023 | 6 |
Falcon Wealth Planning | 6 | 6 | 0.06% | 0.10% | 0.20% | Q2 2022 | Q3 2023 | 6 |
WHITTIER TRUST CO | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Diligent Investors, LLC | 6 | 6 | 0.07% | 0.10% | 0.12% | Q3 2020 | Q4 2021 | 6 |
Strategic Capital Alternatives LLC | 5 | 1 | 0.73% | 2.39% | 8.64% | Q3 2014 | Q1 2016 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.12% | 0.17% | 0.26% | Q2 2013 | Q3 2014 | 6 |
HBK Sorce Advisory LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 6 | 6 | 0.01% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Bull Oak Capital, LLC | 4 | 2 | 5.04% | 8.53% | 13.64% | Q4 2021 | Q3 2023 | 6 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.13% | 0.51% | Q2 2021 | Q4 2023 | 6 |
SHEETS SMITH WEALTH MANAGEMENT | 5 | 1 | 0.01% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 6 |
Bristlecone Advisors, LLC | 6 | 6 | 2.04% | 2.67% | 3.36% | Q2 2022 | Q3 2023 | 6 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Lehman & Derafelo Financial Resources LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 6 |
Financial Architects, Inc | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2020 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
CERTUITY, LLC | 6 | 6 | 0.09% | 0.13% | 0.18% | Q2 2020 | Q3 2021 | 6 |
Paradigm Financial Partners, LLC | 4 | 2 | 0.10% | 0.26% | 1.02% | Q4 2018 | Q2 2022 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
FORVIS Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Ten Capital Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.96% | 2.51% | Q3 2020 | Q3 2022 | 6 |
Blume Capital Management, Inc. | 6 | 6 | 0.05% | 0.07% | 0.08% | Q4 2013 | Q1 2015 | 6 |
SteelBridge Private Wealth Advisors LLC | 6 | 6 | 0.56% | 0.68% | 0.88% | Q1 2016 | Q2 2017 | 6 |
Ironwood Wealth Management, LLC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Deane Retirement Strategies, Inc. | 6 | 6 | 0.54% | 0.60% | 0.68% | Q1 2019 | Q2 2020 | 6 |
Bridgeworth, LLC | 3 | 3 | 0.07% | 0.13% | 0.22% | Q3 2020 | Q3 2023 | 6 |
Glovista Investments LLC | 5 | 5 | 0.09% | 0.27% | 0.48% | Q2 2020 | Q2 2021 | 5 |
VALLEY NATIONAL ADVISERS INC | 5 | 5 | 0.01% | 0.04% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Selective Wealth Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
TCG Advisors, LP | 5 | 5 | 0.06% | 0.32% | 0.51% | Q1 2019 | Q1 2020 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 5 | 0.00% | 0.02% | 0.09% | Q3 2022 | Q3 2023 | 5 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 5 | 5 | 1.42% | 2.19% | 3.48% | Q1 2019 | Q1 2020 | 5 |
BOURGEON CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2020 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 2 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.10% | 0.19% | 0.41% | Q3 2022 | Q3 2023 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.01% | 0.13% | 0.19% | Q2 2019 | Q2 2020 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Truvestments Capital LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Sterling Financial Planning, Inc. | 5 | 5 | 0.01% | 0.18% | 0.27% | Q2 2021 | Q2 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
EP Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 5 |
INR ADVISORY SERVICES LLC | 5 | 5 | 0.01% | 0.06% | 0.13% | Q1 2018 | Q1 2019 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
FINANCIAL CONSULATE, INC | 5 | 5 | 0.30% | 0.35% | 0.40% | Q1 2018 | Q1 2019 | 5 |
EQUITABLE TRUST CO | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q3 2019 | 5 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
Inscription Capital, LLC | 5 | 5 | 0.25% | 0.47% | 0.70% | Q4 2019 | Q4 2020 | 5 |
Perigon Wealth Management, LLC | 4 | 1 | 0.02% | 0.10% | 0.18% | Q3 2019 | Q4 2020 | 5 |
Watermark Asset Management, Inc. | 5 | 5 | 0.55% | 1.18% | 1.39% | Q4 2017 | Q4 2018 | 5 |
PROTECTIVE LIFE CORP | 5 | 5 | 2.57% | 2.94% | 3.07% | Q2 2022 | Q2 2023 | 5 |
NATIXIS ADVISORS, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Executive Wealth Management, LLC | 5 | 5 | 0.04% | 0.33% | 0.55% | Q2 2019 | Q2 2020 | 5 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 5 | 0.06% | 0.19% | 0.46% | Q4 2018 | Q4 2019 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.41% | 0.69% | 0.89% | Q4 2020 | Q3 2023 | 5 |
Scissortail Wealth Management, LLC | 3 | 1 | 0.60% | 0.83% | 1.15% | Q1 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 5 |
Lindbrook Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
FORTE CAPITAL LLC /ADV | 5 | 5 | 0.19% | 0.21% | 0.23% | Q1 2018 | Q1 2019 | 5 |
CAHILL FINANCIAL ADVISORS INC | 5 | 5 | 0.22% | 0.28% | 0.35% | Q3 2022 | Q3 2023 | 5 |
Windward Private Wealth Management Inc. | 4 | 1 | 0.11% | 0.13% | 0.18% | Q1 2021 | Q3 2022 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Hayden Royal, LLC | 2 | 1 | 6.50% | 7.49% | 9.11% | Q4 2019 | Q2 2021 | 5 |
New England Investment & Retirement Group, Inc. | 4 | 1 | 0.00% | 0.46% | 0.62% | Q1 2018 | Q1 2020 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.22% | 0.64% | 0.91% | Q3 2021 | Q3 2022 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.91% | 1.57% | 2.45% | Q2 2013 | Q2 2014 | 5 |
Mirae Asset Global Investments Co., Ltd. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
GPS Wealth Strategies Group, LLC | 5 | 5 | 0.00% | 0.06% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Personal Wealth Partners | 5 | 5 | 1.19% | 1.88% | 2.26% | Q1 2021 | Q1 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.05% | 0.11% | 0.18% | Q4 2021 | Q4 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Truepoint, Inc. | 4 | 1 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q4 2019 | 5 |
Calamos Wealth Management LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q3 2016 | 5 |
KARLINSKI ANDREW C | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 1.02% | 1.31% | 1.46% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.16% | 0.62% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Voya Financial Advisors, Inc. | 2 | 1 | 0.02% | 0.08% | 0.19% | Q2 2019 | Q1 2021 | 4 |
SageGuard Financial Group, LLC | 4 | 4 | 0.31% | 2.40% | 8.58% | Q4 2020 | Q3 2021 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Ruggie Capital Group | 4 | 4 | 0.04% | 0.33% | 1.04% | Q2 2018 | Q1 2019 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 2 | 1 | 0.09% | 0.19% | 0.29% | Q4 2018 | Q1 2021 | 4 |
Bensler, LLC | 4 | 4 | 1.13% | 1.61% | 2.82% | Q4 2022 | Q3 2023 | 4 |
Buttonwood Financial Group, LLC | 3 | 1 | 0.39% | 0.48% | 0.55% | Q1 2022 | Q1 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 0.56% | 0.64% | 0.75% | Q4 2022 | Q3 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.34% | 0.36% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Pinion Investment Advisors, LLC | 4 | 4 | 0.41% | 0.43% | 0.46% | Q1 2018 | Q4 2018 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.04% | 0.10% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 1.49% | 2.98% | 3.70% | Q4 2022 | Q3 2023 | 4 |
Cassady Schiller Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
First Heartland Consultants, Inc. | 4 | 4 | 0.06% | 0.97% | 2.31% | Q1 2020 | Q4 2020 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.06% | 0.14% | 0.35% | Q3 2020 | Q3 2023 | 4 |
AIFG Consultants Ltd. | 4 | 4 | 2.74% | 6.84% | 8.95% | Q4 2022 | Q3 2023 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Center For Asset Management LLC | 3 | 1 | 0.19% | 0.29% | 0.41% | Q2 2021 | Q2 2022 | 4 |
CEDAR CAPITAL, LLC | 4 | 4 | 1.78% | 3.97% | 5.42% | Q4 2020 | Q3 2021 | 4 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q1 2023 | 4 |
Tilson Financial Group, Inc. | 4 | 4 | 2.28% | 2.95% | 4.88% | Q4 2022 | Q3 2023 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 7.51% | 8.46% | 9.55% | Q4 2022 | Q3 2023 | 4 |
TORONTO DOMINION BANK | 4 | 4 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q4 2022 | 4 |
Ford Financial Group, LLC | 4 | 4 | 0.40% | 0.65% | 0.98% | Q1 2022 | Q4 2022 | 4 |
Vanguard Personalized Indexing Management, LLC | 2 | 1 | 0.03% | 0.09% | 0.21% | Q1 2020 | Q2 2022 | 4 |
Graypoint LLC | 4 | 4 | 0.03% | 0.09% | 0.13% | Q3 2020 | Q2 2021 | 4 |
AMJ Financial Wealth Management | 2 | 2 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 4 |
CIBC WORLD MARKET INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
QUEST CAPITAL MANAGEMENT INC /ADV | 3 | 1 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q4 2021 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.56% | 0.77% | 0.89% | Q4 2022 | Q3 2023 | 4 |
Aspire Wealth Management Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Virtue Capital Management, LLC | 3 | 1 | 0.17% | 1.06% | 3.52% | Q3 2018 | Q4 2019 | 4 |
Weaver Consulting Group | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q3 2020 | 4 |
CATALYST PRIVATE WEALTH, LLC | 3 | 1 | 0.09% | 0.11% | 0.15% | Q3 2020 | Q2 2022 | 4 |
Rockwood Wealth Management, LLC | 4 | 4 | 0.08% | 0.30% | 0.49% | Q4 2021 | Q3 2022 | 4 |
Barden Capital Management, Inc. | 4 | 4 | 3.35% | 3.96% | 4.34% | Q4 2022 | Q3 2023 | 4 |
Rooted Wealth Advisors, Inc. | 4 | 4 | 0.93% | 6.18% | 11.29% | Q4 2022 | Q3 2023 | 4 |
Clal Insurance Enterprises Holdings Ltd | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q3 2015 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 0.37% | 0.43% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 3.12% | 3.43% | 3.70% | Q4 2022 | Q3 2023 | 4 |
Keystone Wealth Services, LLC | 4 | 4 | 0.45% | 0.57% | 0.66% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.02% | 0.08% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Rappaport Reiches Capital Management, LLC | 4 | 4 | 0.14% | 0.42% | 0.55% | Q2 2021 | Q1 2022 | 4 |
Lucia Wealth Services, LLC | 4 | 4 | 0.09% | 0.48% | 1.05% | Q4 2017 | Q3 2018 | 4 |
Highwater Wealth Management, LLC | 4 | 4 | 0.73% | 3.21% | 5.58% | Q3 2016 | Q2 2017 | 4 |
LWMG, LLC | 4 | 4 | 1.95% | 2.13% | 2.28% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
VALLEY FINANCIAL MANAGEMENT, INC. | 4 | 4 | 0.15% | 0.17% | 0.18% | Q3 2022 | Q2 2023 | 4 |
Bangor Savings Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
CCG WEALTH MANAGEMENT, LLC | 3 | 1 | 0.29% | 1.05% | 2.03% | Q2 2019 | Q3 2021 | 4 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 4 | 0.14% | 0.16% | 0.18% | Q1 2022 | Q4 2022 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 0.06% | 1.08% | 4.06% | Q1 2020 | Q3 2023 | 4 |
TD Waterhouse Canada Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Helen Stephens Group, LLC | 4 | 4 | 0.32% | 0.34% | 0.40% | Q4 2021 | Q3 2022 | 4 |
PFG Advisors | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
FIL Ltd | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q3 2015 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.42% | 0.98% | Q4 2022 | Q3 2023 | 4 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 3 | 0.13% | 0.14% | 0.17% | Q1 2022 | Q3 2022 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 3 | 3 | 2.91% | 4.02% | 4.64% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.44% | 0.49% | 0.58% | Q1 2023 | Q3 2023 | 3 |
AWM CAPITAL, LLC | 3 | 3 | 0.20% | 0.30% | 0.36% | Q3 2021 | Q1 2022 | 3 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q2 2019 | 3 |
ProVise Management Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Bridge Advisory, LLC | 2 | 1 | 0.19% | 0.26% | 0.39% | Q4 2020 | Q3 2022 | 3 |
Rehmann Capital Advisory Group | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.07% | 0.35% | 0.89% | Q1 2016 | Q3 2016 | 3 |
Destiny Capital Corp/CO | 3 | 3 | 9.34% | 9.80% | 10.04% | Q4 2022 | Q2 2023 | 3 |
DUBUQUE BANK & TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Apollon Wealth Management, LLC | 2 | 1 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q2 2023 | 3 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 3 | 3 | 0.14% | 0.48% | 0.79% | Q1 2023 | Q3 2023 | 3 |
Bruderman Asset Management, LLC | 3 | 3 | 0.51% | 0.54% | 0.60% | Q1 2020 | Q3 2020 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Beaumont Financial Advisors, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Delta Dental Plan of Michigan, Inc. | 3 | 3 | 0.84% | 1.21% | 1.93% | Q4 2017 | Q2 2018 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.07% | 0.11% | Q3 2022 | Q3 2023 | 3 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.11% | 0.19% | Q4 2020 | Q3 2022 | 3 |
Snowden Capital Advisors LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q4 2022 | 3 |
SIGNATUREFD, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
MONECO Advisors, LLC | 3 | 3 | 0.34% | 0.47% | 0.55% | Q1 2023 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
HC FINANCIAL ADVISORS INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q1 2020 | 3 |
First Ascent Asset Management, LLC | 3 | 3 | 0.61% | 3.46% | 5.63% | Q4 2019 | Q2 2020 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.23% | 0.67% | 1.12% | Q1 2023 | Q3 2023 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 3 | 3 | 0.15% | 0.48% | 0.66% | Q2 2020 | Q4 2020 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.35% | 0.36% | 0.36% | Q1 2023 | Q3 2023 | 3 |
American Trust | 3 | 3 | 0.03% | 0.25% | 0.54% | Q4 2022 | Q2 2023 | 3 |
CITY NATIONAL BANK | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2015 | 3 |
Catalyst Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
ODonnell Financial Services, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q1 2022 | 3 |
Connectus Wealth, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Parkside Financial Bank & Trust | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PSI Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Capitol Family Office, Inc. | 3 | 3 | 0.76% | 9.32% | 15.10% | Q4 2021 | Q2 2022 | 3 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Treynor Bancshares, Inc. | 3 | 3 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q2 2022 | 3 |
Covestor Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
JUNCTURE WEALTH STRATEGIES, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q2 2018 | Q4 2018 | 3 |
CX Institutional | 3 | 3 | 0.04% | 0.16% | 0.32% | Q2 2022 | Q4 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.95% | 0.98% | 1.00% | Q1 2022 | Q4 2022 | 3 |
Great Lakes Retirement, Inc. | 3 | 3 | 8.62% | 9.04% | 9.66% | Q1 2023 | Q3 2023 | 3 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Valmark Advisers, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Vericrest Private Wealth | 3 | 3 | 0.24% | 0.25% | 0.25% | Q4 2021 | Q2 2022 | 3 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2023 | 3 |
Americana Partners, LLC | 3 | 3 | 0.28% | 0.72% | 0.98% | Q1 2023 | Q3 2023 | 3 |
HUNTINGTON NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Fragasso Group Inc. | 3 | 3 | 0.09% | 0.17% | 0.22% | Q2 2018 | Q4 2018 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
NICOLET BANKSHARES INC | 3 | 3 | 0.13% | 0.17% | 0.20% | Q1 2018 | Q3 2018 | 3 |
Santori & Peters, Inc. | 2 | 2 | 0.27% | 0.28% | 0.28% | Q4 2020 | Q1 2021 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Prentice Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
ALTFEST L J & CO INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Latitude Advisors, LLC | 2 | 2 | 1.80% | 2.23% | 2.67% | Q4 2020 | Q1 2021 | 2 |
Econ Financial Services Corp | 2 | 2 | 1.02% | 1.06% | 1.10% | Q1 2023 | Q2 2023 | 2 |
Fusion Family Wealth LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Argent Trust Co | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q4 2020 | Q1 2021 | 2 |
Allegis Investment Advisors, LLC | 2 | 2 | 2.57% | 3.37% | 4.16% | Q4 2017 | Q1 2018 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q1 2019 | Q2 2019 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.00% | 0.05% | 0.11% | Q1 2015 | Q3 2019 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
Values Added Financial LLC | 2 | 2 | 4.63% | 5.06% | 5.48% | Q2 2023 | Q3 2023 | 2 |
NovaPoint Capital, LLC | 1 | 1 | 0.17% | 0.25% | 0.34% | Q4 2019 | Q3 2020 | 2 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q4 2019 | Q2 2020 | 2 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Rotella Capital Management, Inc. | 2 | 2 | 0.85% | 1.23% | 1.60% | Q3 2013 | Q4 2013 | 2 |
Private Wealth Group, LLC | 2 | 2 | 1.80% | 1.88% | 1.96% | Q2 2023 | Q3 2023 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.26% | 1.42% | 2.58% | Q2 2023 | Q3 2023 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 2.22% | 2.27% | 2.33% | Q2 2023 | Q3 2023 | 2 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
NWAM LLC | 2 | 2 | 0.76% | 0.90% | 1.04% | Q2 2014 | Q3 2014 | 2 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 2 | 2 | 0.16% | 0.20% | 0.24% | Q3 2021 | Q4 2021 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MILLIE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.24% | 0.24% | 0.25% | Q2 2016 | Q3 2016 | 2 |
Auour Investments LLC | 2 | 2 | 1.18% | 1.21% | 1.23% | Q2 2023 | Q3 2023 | 2 |
Anchor Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Golden State Equity Partners | 2 | 2 | 0.00% | 0.11% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Twele Capital Management, Inc. | 2 | 2 | 0.73% | 0.75% | 0.77% | Q2 2013 | Q3 2013 | 2 |
Foster Victor Wealth Advisors, LLC | 2 | 2 | 0.86% | 0.99% | 1.12% | Q1 2020 | Q2 2020 | 2 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2021 | 2 |
Truadvice, LLC | 1 | 1 | 0.10% | 0.14% | 0.17% | Q3 2020 | Q4 2022 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.26% | 0.30% | 0.35% | Q4 2021 | Q1 2022 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.15% | 0.18% | 0.22% | Q3 2018 | Q4 2018 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
United Asset Strategies, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 2 |
SkyOak Wealth, LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q4 2019 | Q1 2020 | 2 |
Richard P Slaughter Associates Inc | 2 | 2 | 0.18% | 0.22% | 0.25% | Q3 2023 | Q4 2023 | 2 |
Stuart Chaussee & Associates, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Compass Ion Advisors, LLC | 2 | 2 | 2.04% | 3.54% | 5.05% | Q4 2019 | Q1 2020 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Gibson Wealth Advisors LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q4 2021 | Q1 2022 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.10% | 0.12% | 0.15% | Q4 2019 | Q1 2020 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.53% | 0.67% | 0.80% | Q4 2022 | Q1 2023 | 2 |
Model Capital Management LLC | 2 | 2 | 18.12% | 18.20% | 18.27% | Q4 2020 | Q1 2021 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Thomasville National Bank | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2023 | 2 |
Private Portfolio Partners LLC | 2 | 2 | 1.23% | 1.45% | 1.68% | Q3 2022 | Q4 2022 | 2 |
Alera Investment Advisors, LLC | 1 | 1 | 0.06% | 0.10% | 0.15% | Q3 2020 | Q4 2021 | 2 |
Horst & Graben Wealth Management LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Sharkey, Howes & Javer | 2 | 2 | 0.15% | 0.35% | 0.54% | Q3 2022 | Q4 2022 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
StoneX Group Inc. | 1 | 1 | 0.04% | 0.11% | 0.17% | Q3 2019 | Q4 2021 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Mirador Capital Partners LP | 2 | 2 | 1.77% | 2.02% | 2.28% | Q3 2016 | Q4 2016 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
TCWP LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 2 | 2 | 0.08% | 0.12% | 0.15% | Q3 2022 | Q4 2022 | 2 |
Stegent Equity Advisors, Inc. | 2 | 2 | 0.31% | 0.32% | 0.32% | Q4 2021 | Q1 2022 | 2 |
Shelter Mutual Insurance Co | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Ledyard National Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
COWA, LLC | 2 | 2 | 0.09% | 0.13% | 0.17% | Q4 2020 | Q1 2021 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.02% | 0.12% | 0.22% | Q3 2019 | Q4 2019 | 2 |
FIRST TRUST ADVISORS LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.34% | 0.82% | 1.30% | Q3 2022 | Q4 2022 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 2.70% | 2.87% | 3.03% | Q4 2017 | Q1 2018 | 2 |
Efficient Advisors, LLC | 2 | 2 | 0.96% | 1.02% | 1.07% | Q1 2016 | Q2 2016 | 2 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2015 | Q1 2016 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Security Financial Services, INC. | 2 | 2 | 0.16% | 0.90% | 1.64% | Q2 2023 | Q3 2023 | 2 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.03% | 8.27% | 16.51% | Q3 2018 | Q1 2019 | 2 |
GEM Asset Management, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
VitalStone Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
626 Financial, LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q4 2022 | Q4 2022 | 1 |
PITCAIRN CO | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2016 | Q4 2016 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q4 2022 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q2 2013 | Q2 2013 | 1 |
Stonehearth Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Kohmann Bosshard Financial Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Strategic Financial Planning, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
CNB Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Intergy Private Wealth, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2023 | Q3 2023 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Cardan Capital Partners, LLC | 1 | 1 | 2.69% | 2.69% | 2.69% | Q4 2018 | Q4 2018 | 1 |
IRON Financial LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2022 | Q2 2022 | 1 |
Stone Asset Management Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 8.18% | 8.18% | 8.18% | Q3 2023 | Q3 2023 | 1 |
Bluesphere Advisors, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2020 | Q4 2020 | 1 |
Blue Chip Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Axim Planning & Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Zhang Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
LVZ, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
VANGUARD GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Bouchey Financial Group Ltd | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2017 | Q1 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
INTRUST BANK NA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Legacy Private Trust Co. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Burt Wealth Advisors | 1 | 1 | 2.90% | 2.90% | 2.90% | Q2 2022 | Q2 2022 | 1 |
Providence First Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 3.21% | 3.21% | 3.21% | Q4 2020 | Q4 2020 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Verition Fund Management LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q4 2018 | Q4 2018 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 2.75% | 2.75% | 2.75% | Q2 2022 | Q2 2022 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Strategic Advocates LLC | 1 | 1 | 3.35% | 3.35% | 3.35% | Q3 2023 | Q3 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2022 | Q4 2022 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
FSM Wealth Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
Landmark Financial Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2018 | Q3 2018 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Peak Financial Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Insight Wealth Strategies, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2018 | Q4 2018 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2019 | Q4 2019 | 1 |
CUTLER INVESTMENT COUNSEL LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ellevest, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Leicht Financial Planning & Wealth Management, Inc. | 1 | 1 | 3.20% | 3.20% | 3.20% | Q4 2022 | Q4 2022 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2021 | Q4 2021 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2017 | Q4 2017 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Kure Advisory, LLC | 1 | 1 | 2.80% | 2.80% | 2.80% | Q3 2023 | Q3 2023 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
SFMG, LLC | 1 | 1 | 3.96% | 3.96% | 3.96% | Q4 2019 | Q4 2019 | 1 |
Flagstone Financial Management | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Catalyst Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q4 2019 | Q4 2019 | 1 |
Leucadia National | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q2 2023 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
TFG Advisers LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Keudell/Morrison Wealth Management | 1 | 1 | 9.09% | 9.09% | 9.09% | Q4 2022 | Q4 2022 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BIP Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.