Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 55 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.12% | 0.35% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Cutler Group LLC / CA | 16 | 16 | 0.00% | 0.02% | 0.20% | Q4 2019 | Q3 2023 | 42 |
First Horizon Advisors, Inc. | 41 | 41 | 0.03% | 0.06% | 0.16% | Q3 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
FIFTH THIRD BANCORP | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
Broderick Brian C | 37 | 37 | 0.41% | 0.56% | 0.86% | Q3 2014 | Q3 2023 | 37 |
Capital Investment Advisors, LLC | 12 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2023 | 37 |
PRIVATE TRUST CO NA | 33 | 3 | 0.02% | 0.11% | 0.36% | Q1 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
JANE STREET GROUP, LLC | 12 | 1 | 0.00% | 0.01% | 0.12% | Q1 2015 | Q3 2023 | 35 |
OLD DOMINION CAPITAL MANAGEMENT INC | 34 | 34 | 0.15% | 0.84% | 13.81% | Q2 2013 | Q3 2021 | 34 |
ISTHMUS PARTNERS, LLC | 33 | 33 | 0.02% | 0.68% | 0.81% | Q3 2015 | Q3 2023 | 33 |
Texas Yale Capital Corp. | 32 | 32 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Kelman-Lazarov, Inc. | 31 | 31 | 0.09% | 0.14% | 0.23% | Q1 2016 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Citadel Advisors | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.02% | 0.11% | Q1 2016 | Q3 2023 | 30 |
Exchange Capital Management, Inc. | 12 | 8 | 0.02% | 0.23% | 0.62% | Q2 2013 | Q3 2023 | 30 |
CITIGROUP INC | 15 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 29 |
AMERIPRISE FINANCIAL INC | 27 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 28 |
Shepherd Financial Partners LLC | 28 | 28 | 12.16% | 14.11% | 15.92% | Q4 2016 | Q3 2023 | 28 |
NorthRock Partners, LLC | 28 | 28 | 0.03% | 0.20% | 2.02% | Q4 2016 | Q3 2023 | 28 |
Raymond James Financial Services Advisors, Inc. | 19 | 8 | 0.01% | 0.01% | 0.10% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q4 2019 | 27 |
GREAT LAKES ADVISORS, LLC | 27 | 27 | 0.02% | 0.17% | 0.42% | Q1 2017 | Q3 2023 | 27 |
Patriot Financial Group Insurance Agency, LLC | 21 | 5 | 0.00% | 0.40% | 0.89% | Q1 2017 | Q3 2023 | 26 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.03% | 0.23% | Q1 2014 | Q3 2023 | 26 |
Koshinski Asset Management, Inc. | 16 | 10 | 0.07% | 0.23% | 0.45% | Q4 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.13% | 0.70% | Q3 2017 | Q3 2023 | 25 |
OneDigital Investment Advisors LLC | 20 | 5 | 0.00% | 0.16% | 0.29% | Q2 2017 | Q3 2023 | 25 |
Geneos Wealth Management Inc. | 25 | 25 | 0.00% | 0.26% | 0.77% | Q3 2017 | Q3 2023 | 25 |
Glassman Wealth Services | 18 | 7 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 25 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 0.15% | 0.46% | 1.03% | Q4 2017 | Q3 2023 | 24 |
RFG Advisory, LLC | 24 | 24 | 0.56% | 2.09% | 3.16% | Q4 2017 | Q3 2023 | 24 |
JFS WEALTH ADVISORS, LLC | 24 | 24 | 0.07% | 0.21% | 0.34% | Q4 2017 | Q3 2023 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 0.33% | 1.97% | 4.44% | Q4 2017 | Q3 2023 | 24 |
Compass Financial Group, Inc. | 24 | 24 | 1.22% | 1.62% | 2.36% | Q4 2017 | Q3 2023 | 24 |
Cambridge Investment Research Advisors, Inc. | 23 | 1 | 0.01% | 0.15% | 0.19% | Q2 2013 | Q3 2023 | 24 |
Peterson Wealth Advisors, LLC | 24 | 24 | 1.02% | 3.65% | 5.68% | Q4 2017 | Q3 2023 | 24 |
Larson Financial Group LLC | 24 | 24 | 0.60% | 2.94% | 5.79% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Winch Advisory Services, LLC | 24 | 24 | 0.14% | 7.26% | 9.71% | Q4 2017 | Q3 2023 | 24 |
Asset Dedication, LLC | 24 | 24 | 0.01% | 0.16% | 0.37% | Q4 2017 | Q3 2023 | 24 |
Savant Capital, LLC | 24 | 24 | 0.07% | 0.87% | 2.17% | Q4 2017 | Q3 2023 | 24 |
G&S Capital LLC | 24 | 24 | 0.00% | 3.03% | 6.64% | Q4 2017 | Q3 2023 | 24 |
StrategIQ Financial Group, LLC | 24 | 24 | 1.26% | 1.83% | 3.33% | Q4 2017 | Q3 2023 | 24 |
Boston Standard Wealth Management, LLC | 22 | 2 | 4.73% | 16.80% | 32.00% | Q4 2017 | Q4 2023 | 24 |
Annex Advisory Services, LLC | 23 | 23 | 0.95% | 7.42% | 13.49% | Q1 2018 | Q3 2023 | 23 |
Capital Advisory Group Advisory Services, LLC | 23 | 23 | 0.08% | 2.83% | 6.32% | Q1 2018 | Q3 2023 | 23 |
BOKF, NA | 13 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 23 |
JT Stratford LLC | 23 | 23 | 0.50% | 0.90% | 1.32% | Q1 2018 | Q3 2023 | 23 |
Allworth Financial LP | 23 | 23 | 0.00% | 7.15% | 25.03% | Q1 2018 | Q3 2023 | 23 |
FMR LLC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 23 |
Belpointe Asset Management LLC | 18 | 2 | 0.03% | 0.33% | 0.72% | Q3 2017 | Q3 2023 | 23 |
Alliance Wealth Management Group | 23 | 23 | 0.39% | 0.63% | 0.90% | Q4 2017 | Q2 2023 | 23 |
IRON Financial LLC | 23 | 23 | 1.59% | 5.18% | 12.91% | Q1 2018 | Q3 2023 | 23 |
Sanctuary Wealth Management, L.L.C. | 20 | 1 | 0.52% | 2.68% | 12.31% | Q1 2010 | Q3 2023 | 23 |
Moisand Fitzgerald Tamayo, LLC | 23 | 23 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
NORTHWEST WEALTH MANAGEMENT, LLC | 23 | 23 | 0.04% | 0.59% | 0.96% | Q1 2018 | Q3 2023 | 23 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 23 | 23 | 0.03% | 1.46% | 2.56% | Q1 2018 | Q3 2023 | 23 |
Focused Wealth Management, Inc | 23 | 23 | 0.01% | 0.11% | 1.55% | Q1 2018 | Q3 2023 | 23 |
BROWN BROTHERS HARRIMAN & CO | 19 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 23 |
AdvisorNet Financial, Inc | 23 | 23 | 0.27% | 0.76% | 1.43% | Q1 2018 | Q3 2023 | 23 |
SNS Financial Group, LLC | 23 | 23 | 0.07% | 0.33% | 0.48% | Q1 2018 | Q3 2023 | 23 |
SIGNET FINANCIAL MANAGEMENT, LLC | 23 | 23 | 0.02% | 0.13% | 0.30% | Q1 2018 | Q3 2023 | 23 |
Sterneck Capital Management, LLC | 23 | 23 | 1.64% | 2.43% | 3.16% | Q1 2018 | Q3 2023 | 23 |
Evensky & Katz LLC | 23 | 23 | 0.16% | 0.96% | 1.50% | Q1 2018 | Q3 2023 | 23 |
PNC FINANCIAL SERVICES GROUP, INC. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
WealthPLAN Partners, LLC | 18 | 5 | 0.09% | 0.70% | 2.05% | Q4 2017 | Q4 2023 | 23 |
Avior Wealth Management, LLC | 23 | 23 | 0.00% | 0.17% | 0.41% | Q1 2018 | Q3 2023 | 23 |
JNBA Financial Advisors | 20 | 3 | 0.02% | 0.16% | 0.94% | Q4 2017 | Q3 2023 | 23 |
Pure Financial Advisors, LLC | 22 | 22 | 0.53% | 1.81% | 3.57% | Q3 2018 | Q4 2023 | 22 |
Stuart Chaussee & Associates, Inc. | 19 | 1 | 0.00% | 0.75% | 8.24% | Q4 2017 | Q3 2023 | 22 |
Towercrest Capital Management | 22 | 22 | 0.27% | 0.39% | 0.53% | Q2 2018 | Q3 2023 | 22 |
Snowden Capital Advisors LLC | 14 | 8 | 0.03% | 0.56% | 1.23% | Q1 2018 | Q3 2023 | 22 |
Jackson, Grant Investment Advisers, Inc. | 22 | 22 | 0.06% | 0.21% | 0.32% | Q2 2018 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
SigFig Wealth Management, LLC | 20 | 2 | 1.14% | 2.24% | 6.07% | Q1 2018 | Q3 2023 | 22 |
Mutual Advisors, LLC | 22 | 22 | 0.07% | 0.51% | 1.43% | Q2 2018 | Q3 2023 | 22 |
Fernwood Investment Management, LLC | 22 | 22 | 0.17% | 0.55% | 0.70% | Q2 2018 | Q3 2023 | 22 |
Roundview Capital LLC | 19 | 3 | 0.05% | 0.21% | 0.35% | Q1 2018 | Q3 2023 | 22 |
Arete Wealth Advisors, LLC | 22 | 22 | 0.20% | 1.47% | 3.67% | Q1 2018 | Q2 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 22 |
Ameritas Investment Partners, Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Sound Income Strategies, LLC | 22 | 22 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Global Retirement Partners, LLC | 15 | 7 | 0.01% | 0.49% | 1.79% | Q1 2018 | Q3 2023 | 22 |
Wealthcare Advisory Partners LLC | 22 | 22 | 0.01% | 3.25% | 5.32% | Q2 2018 | Q3 2023 | 22 |
Telos Capital Management, Inc. | 22 | 22 | 0.09% | 0.16% | 0.21% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Good Life Advisors, LLC | 21 | 21 | 0.06% | 0.16% | 0.33% | Q3 2018 | Q3 2023 | 21 |
IHT Wealth Management, LLC | 15 | 6 | 0.02% | 0.14% | 0.34% | Q4 2016 | Q3 2023 | 21 |
WALLER FINANCIAL PLANNING GROUP, INC | 21 | 21 | 0.23% | 2.51% | 8.71% | Q4 2018 | Q4 2023 | 21 |
Barnett & Company, Inc. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2021 | 21 |
Quantitative Advantage, LLC | 21 | 21 | 0.21% | 0.70% | 1.38% | Q1 2018 | Q1 2023 | 21 |
Brinker Capital Investments, LLC | 21 | 21 | 0.02% | 1.11% | 2.08% | Q4 2017 | Q4 2022 | 21 |
LVM CAPITAL MANAGEMENT LTD/MI | 21 | 21 | 0.42% | 0.50% | 0.55% | Q3 2018 | Q3 2023 | 21 |
Barber Financial Group, Inc. | 21 | 21 | 5.62% | 8.56% | 11.04% | Q1 2018 | Q1 2023 | 21 |
CWM, LLC | 13 | 8 | 0.03% | 0.36% | 0.69% | Q2 2018 | Q3 2023 | 21 |
Raab & Moskowitz Asset Management LLC | 21 | 21 | 0.03% | 1.09% | 1.80% | Q3 2018 | Q3 2023 | 21 |
Aldebaran Financial Inc. | 21 | 21 | 0.17% | 1.93% | 4.04% | Q3 2018 | Q3 2023 | 21 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.04% | 0.29% | 0.97% | Q4 2018 | Q3 2023 | 20 |
Strategic Blueprint, LLC | 20 | 20 | 0.10% | 1.37% | 5.69% | Q4 2018 | Q3 2023 | 20 |
ARGI Investment Services, LLC | 20 | 20 | 0.04% | 0.15% | 0.28% | Q1 2018 | Q4 2022 | 20 |
Capital Analysts, LLC | 20 | 20 | 0.00% | 0.11% | 0.34% | Q4 2018 | Q3 2023 | 20 |
SlateStone Wealth, LLC | 20 | 20 | 0.07% | 0.70% | 2.20% | Q4 2018 | Q3 2023 | 20 |
CreativeOne Wealth, LLC | 20 | 20 | 0.03% | 0.37% | 0.74% | Q4 2018 | Q3 2023 | 20 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 20 | 0.02% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 20 |
MBM Wealth Consultants, LLC | 20 | 20 | 0.10% | 1.01% | 1.74% | Q4 2018 | Q3 2023 | 20 |
Private Advisor Group, LLC | 20 | 20 | 0.01% | 0.55% | 1.29% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 20 |
Capital Investment Advisory Services, LLC | 11 | 9 | 0.00% | 0.15% | 0.46% | Q4 2017 | Q1 2023 | 20 |
Lido Advisors, LLC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.06% | 0.39% | Q4 2017 | Q3 2022 | 20 |
Balentine LLC | 20 | 20 | 0.57% | 2.33% | 7.45% | Q4 2018 | Q3 2023 | 20 |
CX Institutional | 20 | 20 | 0.01% | 0.83% | 6.62% | Q2 2018 | Q1 2023 | 20 |
JRM Investment Counsel, LLC | 20 | 20 | 0.26% | 1.45% | 2.71% | Q4 2017 | Q3 2022 | 20 |
WEDBUSH SECURITIES INC | 12 | 7 | 0.02% | 0.07% | 0.21% | Q2 2018 | Q3 2023 | 19 |
Proficio Capital Partners LLC | 19 | 19 | 0.08% | 0.11% | 0.18% | Q1 2019 | Q3 2023 | 19 |
BRIGHTON JONES LLC | 12 | 7 | 0.02% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.22% | 0.73% | 1.60% | Q1 2019 | Q3 2023 | 19 |
AE Wealth Management LLC | 19 | 19 | 0.01% | 0.14% | 0.25% | Q1 2019 | Q3 2023 | 19 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.41% | 0.65% | Q1 2019 | Q3 2023 | 19 |
ARS Wealth Advisors, LLC | 19 | 19 | 0.10% | 8.34% | 14.12% | Q4 2016 | Q2 2021 | 19 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 0.30% | 0.46% | 1.08% | Q1 2019 | Q3 2023 | 19 |
Parallel Advisors, LLC | 19 | 19 | 0.21% | 0.64% | 0.98% | Q1 2019 | Q3 2023 | 19 |
First Heartland Consultants, Inc. | 16 | 3 | 0.05% | 0.20% | 0.30% | Q4 2018 | Q3 2023 | 19 |
Retirement Planning Group, LLC | 12 | 7 | 0.03% | 0.07% | 0.16% | Q4 2018 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.14% | 0.19% | 0.23% | Q1 2019 | Q3 2023 | 19 |
Aptus Capital Advisors, LLC | 18 | 1 | 0.02% | 0.13% | 0.69% | Q4 2018 | Q3 2023 | 19 |
Advisory Services Network, LLC | 19 | 19 | 0.00% | 0.07% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
TLWM | 19 | 19 | 0.13% | 0.49% | 5.93% | Q1 2019 | Q3 2023 | 19 |
Doyle Wealth Management | 18 | 18 | 0.04% | 0.27% | 0.38% | Q2 2018 | Q3 2022 | 18 |
Bernardo Wealth Planning LLC | 18 | 18 | 0.28% | 0.75% | 3.39% | Q2 2019 | Q3 2023 | 18 |
Stratos Wealth Partners, LTD. | 14 | 1 | 0.00% | 0.39% | 1.03% | Q1 2018 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
PrairieView Partners, LLC | 18 | 18 | 0.05% | 0.07% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Stratos Wealth Advisors, LLC | 18 | 18 | 0.04% | 0.11% | 0.20% | Q2 2019 | Q3 2023 | 18 |
Investors Research Corp | 18 | 18 | 0.08% | 1.15% | 2.25% | Q2 2019 | Q3 2023 | 18 |
D. SCOTT NEAL, INC. | 18 | 18 | 0.58% | 0.72% | 0.84% | Q4 2017 | Q1 2022 | 18 |
CABOT WEALTH MANAGEMENT INC | 17 | 17 | 0.06% | 0.30% | 0.52% | Q3 2019 | Q3 2023 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Moloney Securities Asset Management, LLC | 13 | 1 | 0.07% | 0.23% | 0.42% | Q1 2018 | Q3 2023 | 17 |
Front Row Advisors LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 5 | 0.00% | 0.23% | 1.30% | Q2 2013 | Q2 2021 | 17 |
Richard P Slaughter Associates Inc | 17 | 17 | 0.29% | 0.41% | 0.49% | Q4 2019 | Q4 2023 | 17 |
HBW ADVISORY SERVICES LLC | 17 | 17 | 0.94% | 1.53% | 2.76% | Q3 2019 | Q3 2023 | 17 |
Continuum Advisory, LLC | 14 | 3 | 0.09% | 0.14% | 0.22% | Q2 2019 | Q3 2023 | 17 |
Successful Portfolios LLC | 13 | 4 | 0.17% | 0.21% | 0.33% | Q1 2019 | Q3 2023 | 17 |
Stockman Wealth Management, Inc. | 17 | 17 | 0.10% | 0.12% | 0.13% | Q3 2018 | Q3 2022 | 17 |
Renaissance Technologies | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 16 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 17 |
DAGCO, INC. | 17 | 17 | 0.22% | 0.63% | 1.37% | Q3 2019 | Q3 2023 | 17 |
Foundations Investment Advisors, LLC | 17 | 17 | 0.20% | 0.29% | 0.72% | Q3 2019 | Q3 2023 | 17 |
Ausdal Financial Partners, Inc. | 10 | 1 | 0.08% | 0.25% | 0.49% | Q4 2017 | Q2 2022 | 17 |
Cornerstone Wealth Management, LLC | 12 | 2 | 0.00% | 0.14% | 0.39% | Q2 2018 | Q3 2023 | 17 |
EP Wealth Advisors, LLC | 17 | 17 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Homrich & Berg | 16 | 16 | 0.01% | 0.14% | 0.40% | Q4 2017 | Q3 2021 | 16 |
Virtue Capital Management, LLC | 14 | 1 | 0.00% | 0.33% | 0.75% | Q1 2018 | Q3 2023 | 16 |
Blueprint Investment Partners LLC | 16 | 16 | 1.97% | 10.47% | 25.77% | Q4 2019 | Q3 2023 | 16 |
SENTINEL PENSION ADVISORS INC | 16 | 16 | 2.42% | 8.40% | 20.39% | Q4 2019 | Q3 2023 | 16 |
Stewardship Advisors, LLC | 16 | 16 | 0.39% | 2.64% | 11.10% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.07% | 0.18% | 0.30% | Q4 2019 | Q3 2023 | 16 |
Commonwealth Equity Services, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2017 | 16 |
Professional Financial Advisors, LLC | 16 | 16 | 5.41% | 20.65% | 35.32% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
CALTON & ASSOCIATES, INC. | 16 | 16 | 0.05% | 0.43% | 0.80% | Q3 2019 | Q2 2023 | 16 |
55I, LLC | 16 | 16 | 0.17% | 1.41% | 5.33% | Q4 2018 | Q3 2022 | 16 |
MBE Wealth Management, LLC | 16 | 16 | 0.33% | 1.51% | 3.68% | Q4 2019 | Q3 2023 | 16 |
KEMPER Corp | 16 | 16 | 1.92% | 3.10% | 6.50% | Q1 2018 | Q4 2021 | 16 |
Nikulski Financial, Inc. | 16 | 16 | 0.17% | 0.27% | 0.37% | Q4 2019 | Q3 2023 | 16 |
STIFEL FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.17% | 3.64% | 7.15% | Q4 2019 | Q3 2023 | 16 |
Crumly & Associates Inc. | 16 | 16 | 0.13% | 0.30% | 2.18% | Q4 2019 | Q3 2023 | 16 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.08% | 0.26% | Q1 2013 | Q3 2023 | 16 |
Fusion Capital, LLC | 16 | 16 | 0.17% | 0.22% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Wade Financial Advisory, Inc | 16 | 16 | 0.62% | 0.70% | 0.77% | Q4 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.50% | 0.65% | 0.87% | Q4 2019 | Q3 2023 | 16 |
McNaughton Wealth Management, LLC | 16 | 16 | 0.14% | 1.40% | 2.14% | Q4 2019 | Q3 2023 | 16 |
TCI Wealth Advisors, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 16 |
Financial Strategies Group, Inc. | 16 | 16 | 15.28% | 17.60% | 20.81% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.03% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 16 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 1.84% | 2.28% | 3.17% | Q4 2019 | Q3 2023 | 16 |
SHEETS SMITH WEALTH MANAGEMENT | 15 | 15 | 0.19% | 0.32% | 0.53% | Q1 2020 | Q3 2023 | 15 |
Advocacy Wealth Management Services, LLC | 15 | 15 | 0.21% | 0.42% | 0.61% | Q1 2020 | Q3 2023 | 15 |
HOWARD WEALTH MANAGEMENT, LLC | 10 | 5 | 0.20% | 0.27% | 0.38% | Q4 2019 | Q3 2023 | 15 |
Perigon Wealth Management, LLC | 14 | 1 | 0.01% | 0.03% | 0.06% | Q3 2011 | Q3 2023 | 15 |
Jacobi Capital Management LLC | 15 | 15 | 0.90% | 1.28% | 1.79% | Q1 2020 | Q3 2023 | 15 |
Roble, Belko & Company, Inc | 15 | 15 | 0.03% | 0.22% | 0.87% | Q1 2020 | Q3 2023 | 15 |
ARQ WEALTH ADVISORS, LLC | 15 | 15 | 0.27% | 1.75% | 2.48% | Q1 2020 | Q3 2023 | 15 |
Detalus Advisors, LLC | 15 | 15 | 0.22% | 0.45% | 0.68% | Q4 2019 | Q2 2023 | 15 |
SENTINEL TRUST CO LBA | 15 | 15 | 0.89% | 1.94% | 4.02% | Q1 2020 | Q3 2023 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 15 | 15 | 0.08% | 0.41% | 1.30% | Q1 2020 | Q3 2023 | 15 |
Gradient Capital Advisors, LLC | 14 | 1 | 0.11% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 15 |
Bridgeworth, LLC | 15 | 15 | 0.06% | 0.17% | 0.24% | Q1 2020 | Q3 2023 | 15 |
Astoria Strategic Wealth, Inc. | 15 | 15 | 0.21% | 0.32% | 0.41% | Q1 2020 | Q3 2023 | 15 |
Winthrop Advisory Group LLC | 15 | 15 | 2.88% | 3.48% | 4.13% | Q1 2020 | Q3 2023 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2022 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 1.24% | 2.15% | 2.99% | Q4 2019 | Q3 2023 | 15 |
Valmark Advisers, Inc. | 15 | 15 | 0.09% | 1.01% | 2.46% | Q1 2020 | Q3 2023 | 15 |
FSA Wealth Management LLC | 10 | 5 | 0.65% | 0.84% | 1.23% | Q4 2019 | Q3 2023 | 15 |
AFFINIA FINANCIAL GROUP, LLC | 15 | 15 | 1.38% | 5.88% | 41.72% | Q4 2019 | Q2 2023 | 15 |
Trinity Wealth Management, LLC | 12 | 3 | 0.52% | 1.18% | 1.84% | Q4 2019 | Q3 2023 | 15 |
TFO Wealth Partners, LLC | 12 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 15 | 15 | 0.01% | 0.04% | 0.16% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.11% | 0.13% | 0.16% | Q1 2020 | Q3 2023 | 15 |
RVW Wealth, LLC | 15 | 15 | 2.17% | 3.53% | 4.94% | Q2 2020 | Q4 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 7.23% | 9.38% | 13.10% | Q1 2020 | Q3 2023 | 15 |
Horst & Graben Wealth Management LLC | 15 | 15 | 0.06% | 0.11% | 0.21% | Q1 2020 | Q3 2023 | 15 |
FormulaFolio Investments, LLC | 15 | 15 | 0.93% | 1.73% | 2.76% | Q4 2017 | Q2 2021 | 15 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 15 | 15 | 0.19% | 0.21% | 0.27% | Q4 2018 | Q2 2022 | 15 |
Westside Investment Management, Inc. | 15 | 15 | 0.00% | 0.09% | 0.45% | Q1 2020 | Q3 2023 | 15 |
Robertson Stephens Wealth Management, LLC | 15 | 15 | 0.03% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.06% | 0.17% | Q2 2016 | Q4 2019 | 15 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 15 | 15 | 0.24% | 0.27% | 0.32% | Q1 2020 | Q3 2023 | 15 |
Strategic Financial Planning, Inc. | 15 | 15 | 1.07% | 1.57% | 1.79% | Q1 2020 | Q3 2023 | 15 |
Armbruster Capital Management, Inc. | 12 | 2 | 0.04% | 0.09% | 0.14% | Q4 2017 | Q3 2023 | 14 |
Sowell Financial Services LLC | 10 | 2 | 0.02% | 0.10% | 0.43% | Q4 2018 | Q1 2023 | 14 |
Tempus Wealth Planning, LLC | 13 | 1 | 0.28% | 1.09% | 2.78% | Q4 2019 | Q3 2023 | 14 |
TSFG, LLC | 14 | 14 | 0.03% | 0.16% | 0.25% | Q2 2020 | Q3 2023 | 14 |
MURPHY CAPITAL MANAGEMENT INC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q2 2022 | 14 |
Paulson Wealth Management Inc. | 7 | 7 | 0.10% | 0.21% | 0.41% | Q3 2018 | Q3 2023 | 14 |
CATALYST PRIVATE WEALTH, LLC | 14 | 14 | 0.11% | 0.16% | 0.20% | Q3 2020 | Q4 2023 | 14 |
Praetorian Wealth Management, Inc. | 14 | 14 | 1.06% | 1.50% | 1.69% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisors LLC | 11 | 3 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 14 |
Brio Consultants, LLC | 14 | 14 | 0.10% | 0.49% | 1.22% | Q4 2018 | Q1 2022 | 14 |
Wealth Advisory Solutions, LLC | 8 | 6 | 0.00% | 0.23% | 0.37% | Q4 2019 | Q2 2023 | 14 |
Integrated Wealth Concepts LLC | 13 | 1 | 0.02% | 0.10% | 0.25% | Q4 2019 | Q3 2023 | 14 |
WFA of San Diego, LLC | 14 | 14 | 0.01% | 0.65% | 1.08% | Q2 2020 | Q3 2023 | 14 |
Investors Capital Advisory Services | 13 | 13 | 0.08% | 0.11% | 0.12% | Q2 2013 | Q2 2016 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.39% | 1.03% | 2.00% | Q3 2020 | Q3 2023 | 13 |
Daniels&Tansey,LLP | 13 | 13 | 0.57% | 0.76% | 2.16% | Q3 2020 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.41% | 0.91% | 1.80% | Q4 2020 | Q4 2023 | 13 |
Leicht Financial Planning & Wealth Management, Inc. | 13 | 13 | 0.99% | 8.17% | 13.75% | Q2 2020 | Q2 2023 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.29% | 0.63% | 1.07% | Q3 2016 | Q3 2019 | 13 |
Wiser Wealth Management, Inc | 13 | 13 | 0.23% | 1.38% | 2.30% | Q4 2020 | Q4 2023 | 13 |
Financial Advocates Investment Management | 13 | 13 | 0.02% | 0.07% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Financial Gravity Asset Management, Inc. | 12 | 1 | 0.00% | 0.16% | 0.84% | Q1 2020 | Q3 2023 | 13 |
Gradient Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
GeoWealth Management, LLC | 12 | 1 | 0.04% | 0.52% | 1.05% | Q3 2019 | Q3 2023 | 13 |
V Wealth Advisors LLC | 11 | 2 | 0.06% | 0.13% | 0.20% | Q1 2020 | Q2 2023 | 13 |
PRINCIPAL FINANCIAL GROUP INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 1 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q1 2022 | 13 |
Belvedere Trading LLC | 7 | 3 | 0.00% | 0.14% | 0.99% | Q4 2020 | Q3 2023 | 13 |
VisionPoint Advisory Group, LLC | 13 | 13 | 1.03% | 6.49% | 16.85% | Q2 2020 | Q2 2023 | 13 |
Astor Investment Management LLC | 12 | 12 | 3.97% | 8.93% | 12.21% | Q4 2020 | Q3 2023 | 12 |
MATRIX PRIVATE CAPITAL GROUP LLC | 12 | 12 | 0.09% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Centennial Wealth Advisory LLC | 12 | 12 | 2.07% | 4.68% | 7.00% | Q4 2020 | Q3 2023 | 12 |
Facet Wealth, Inc. | 12 | 12 | 0.32% | 0.99% | 2.39% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.03% | 0.07% | 0.13% | Q4 2019 | Q3 2022 | 12 |
Advisors Capital Management, LLC | 12 | 12 | 0.05% | 0.11% | 0.28% | Q4 2020 | Q3 2023 | 12 |
ASSETMARK, INC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
US BANCORP \DE\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.06% | 2.57% | 4.68% | Q4 2020 | Q3 2023 | 12 |
Atria Investments, Inc | 12 | 12 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.41% | 0.47% | 0.61% | Q4 2020 | Q3 2023 | 12 |
Van Hulzen Asset Management, LLC | 7 | 2 | 0.02% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 12 |
Beacon Pointe Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
MJP ASSOCIATES INC /ADV | 12 | 12 | 0.56% | 1.38% | 2.41% | Q4 2020 | Q3 2023 | 12 |
COMMERCE BANK | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Aspire Private Capital, LLC | 12 | 12 | 0.03% | 0.16% | 0.90% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Future Financial Wealth Managment LLC | 12 | 12 | 0.29% | 3.15% | 4.93% | Q4 2020 | Q3 2023 | 12 |
Braun-Bostich & Associates Inc. | 12 | 12 | 0.18% | 0.35% | 0.44% | Q4 2017 | Q3 2020 | 12 |
Laurel Wealth Advisors, Inc. | 7 | 5 | 0.06% | 0.07% | 0.11% | Q4 2019 | Q4 2022 | 12 |
BCK Partners, Inc. | 12 | 12 | 0.22% | 0.25% | 0.28% | Q4 2020 | Q3 2023 | 12 |
BLAIR WILLIAM & CO/IL | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Bank of New York Mellon Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.16% | 0.27% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Oakwell Private Wealth Management, LLC | 12 | 12 | 0.63% | 1.19% | 2.18% | Q4 2020 | Q3 2023 | 12 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 12 | 12 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
WNY Asset Management, LLC | 12 | 12 | 0.96% | 2.17% | 3.34% | Q4 2020 | Q3 2023 | 12 |
Baldrige Asset Management LLC | 11 | 1 | 0.10% | 0.12% | 0.17% | Q4 2019 | Q1 2023 | 12 |
Weitzel Financial Services, Inc. | 12 | 12 | 8.71% | 19.29% | 24.68% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.20% | 0.28% | 0.36% | Q4 2020 | Q3 2023 | 12 |
US FINANCIAL ADVISORS, LLC | 12 | 12 | 0.07% | 0.23% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Goodman Financial Corp | 12 | 12 | 0.08% | 0.18% | 0.21% | Q4 2020 | Q3 2023 | 12 |
GenTrust, LLC | 12 | 12 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Outlook Wealth Advisors, LLC | 12 | 12 | 0.60% | 1.14% | 1.50% | Q4 2020 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Spectrum Planning & Advisory Services Inc. | 12 | 12 | 0.95% | 1.30% | 1.70% | Q4 2020 | Q3 2023 | 12 |
WT Wealth Management | 10 | 1 | 0.09% | 0.34% | 0.89% | Q4 2019 | Q1 2023 | 12 |
Cetera Investment Advisers | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
PARK AVENUE SECURITIES LLC | 11 | 11 | 0.47% | 0.59% | 0.64% | Q1 2021 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 1.16% | 1.38% | 1.92% | Q4 2020 | Q3 2023 | 11 |
Intrua Financial, LLC | 11 | 11 | 0.20% | 0.55% | 1.07% | Q3 2020 | Q1 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 11 | 11 | 1.10% | 3.94% | 4.73% | Q1 2021 | Q3 2023 | 11 |
FIRST MANHATTAN CO. LLC. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
FIRETHORN WEALTH PARTNERS, LLC | 8 | 3 | 0.22% | 0.40% | 0.76% | Q4 2020 | Q3 2023 | 11 |
WASHINGTON TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Prostatis Group LLC | 10 | 1 | 0.04% | 0.63% | 1.31% | Q4 2019 | Q2 2023 | 11 |
GREAT VALLEY ADVISOR GROUP, INC. | 11 | 11 | 0.02% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Tillar-Wenstrup Advisors, LLC | 11 | 11 | 2.69% | 4.47% | 5.64% | Q2 2020 | Q4 2022 | 11 |
HighTower Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
FRANKLIN RESOURCES INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Western Wealth Management, LLC | 8 | 3 | 0.06% | 0.26% | 0.40% | Q4 2020 | Q3 2023 | 11 |
Sensible Financial Planning & Management, LLC. | 6 | 2 | 0.02% | 0.05% | 0.08% | Q3 2014 | Q1 2022 | 11 |
BEACON FINANCIAL GROUP | 9 | 2 | 0.06% | 0.69% | 1.26% | Q2 2020 | Q3 2023 | 11 |
Benedetti & Gucer, Inc. | 11 | 11 | 0.20% | 2.14% | 2.97% | Q1 2021 | Q3 2023 | 11 |
TCG Advisory Services, LLC | 8 | 3 | 0.05% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.59% | 1.28% | 1.88% | Q1 2018 | Q3 2020 | 11 |
Prentice Wealth Management LLC | 11 | 11 | 0.33% | 0.57% | 1.01% | Q1 2021 | Q3 2023 | 11 |
Echo Wealth Management, LLC | 11 | 11 | 0.63% | 1.17% | 1.75% | Q1 2021 | Q3 2023 | 11 |
Crew Capital Management, Ltd. | 11 | 11 | 0.76% | 1.17% | 1.51% | Q1 2021 | Q3 2023 | 11 |
Better Money Decisions, LLC | 11 | 11 | 0.69% | 0.82% | 1.03% | Q1 2021 | Q3 2023 | 11 |
Simplicity Solutions, LLC | 6 | 1 | 0.01% | 0.08% | 0.28% | Q3 2019 | Q3 2023 | 11 |
Formidable Asset Management, LLC | 5 | 1 | 0.06% | 0.35% | 1.79% | Q4 2017 | Q2 2021 | 11 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 11 | 11 | 0.50% | 1.01% | 4.17% | Q1 2021 | Q3 2023 | 11 |
WEALTHSOURCE PARTNERS, LLC | 7 | 4 | 0.04% | 0.22% | 0.55% | Q1 2018 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Global Trust Asset Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
Clear Harbor Asset Management, LLC | 8 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 11 |
DAVENPORT & Co LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.30% | 1.49% | 2.28% | Q4 2020 | Q3 2023 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 10 |
TRH Financial, LLC | 9 | 1 | 12.91% | 19.69% | 26.48% | Q4 2019 | Q2 2022 | 10 |
Alta Wealth Advisors LLC | 10 | 10 | 0.17% | 0.78% | 1.23% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Wealth Management Group, Inc. | 10 | 10 | 0.32% | 0.45% | 0.58% | Q2 2021 | Q3 2023 | 10 |
Arkadios Wealth Advisors | 9 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q2 2022 | 10 |
Lee Financial Group Hawaii, Inc. | 10 | 10 | 0.36% | 7.44% | 13.24% | Q3 2018 | Q4 2020 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 10 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q2 2022 | 10 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 10 |
LOOMIS SAYLES & CO L P | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 10 | 10 | 0.13% | 0.30% | 0.44% | Q2 2020 | Q3 2022 | 10 |
SADOFF INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q1 2022 | 10 |
Shilanski & Associates, Inc. | 6 | 4 | 0.68% | 1.27% | 1.88% | Q1 2021 | Q3 2023 | 10 |
Beacon Financial Advisory LLC | 10 | 10 | 0.11% | 0.22% | 0.37% | Q4 2019 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.06% | 0.14% | 0.37% | Q1 2021 | Q3 2023 | 10 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 10 | 10 | 0.07% | 0.23% | 0.51% | Q4 2017 | Q1 2020 | 10 |
Glenview Trust Co | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
West Financial Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
F/M Investments LLC | 5 | 1 | 0.16% | 0.35% | 0.66% | Q4 2020 | Q3 2023 | 10 |
Vigilare Wealth Management | 10 | 10 | 0.19% | 0.30% | 0.49% | Q3 2021 | Q4 2023 | 10 |
Rappaport Reiches Capital Management, LLC | 10 | 10 | 0.12% | 0.37% | 0.72% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Brookstone Capital Management | 10 | 10 | 0.43% | 0.59% | 0.84% | Q2 2021 | Q3 2023 | 10 |
Chicago Partners Investment Group LLC | 10 | 10 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
PENOBSCOT WEALTH MANAGEMENT | 10 | 10 | 0.54% | 0.67% | 0.80% | Q2 2021 | Q3 2023 | 10 |
Triumph Capital Management | 10 | 10 | 0.51% | 0.63% | 0.72% | Q2 2021 | Q3 2023 | 10 |
Freedom Day Solutions, LLC | 10 | 10 | 0.37% | 1.96% | 2.98% | Q2 2021 | Q3 2023 | 10 |
Falcon Wealth Planning | 9 | 9 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Merit Financial Group, LLC | 9 | 9 | 0.04% | 0.28% | 0.60% | Q3 2021 | Q3 2023 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 0.75% | 1.76% | 5.73% | Q4 2020 | Q4 2022 | 9 |
Orin Green Financial, LLC | 6 | 3 | 0.11% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 9 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 9 |
BB&T SECURITIES, LLC | 9 | 9 | 0.00% | 0.05% | 0.20% | Q3 2017 | Q3 2019 | 9 |
Kalos Management, Inc. | 6 | 3 | 0.15% | 0.28% | 0.36% | Q3 2019 | Q2 2023 | 9 |
Clearshares LLC | 5 | 4 | 2.33% | 3.79% | 4.55% | Q3 2019 | Q4 2021 | 9 |
Patten Group, Inc. | 9 | 9 | 0.06% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 9 |
D.A. DAVIDSON & CO. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 9 |
People's United Financial, Inc. | 9 | 9 | 0.04% | 0.07% | 0.08% | Q1 2020 | Q1 2022 | 9 |
NEXT Financial Group, Inc | 6 | 3 | 0.00% | 0.08% | 0.17% | Q3 2019 | Q4 2021 | 9 |
Wealthquest Corp | 5 | 1 | 0.09% | 2.37% | 5.74% | Q2 2019 | Q3 2023 | 9 |
Certified Advisory Corp | 5 | 4 | 0.00% | 0.14% | 0.34% | Q2 2019 | Q4 2021 | 9 |
Darwin Wealth Management, LLC | 9 | 9 | 0.07% | 0.14% | 0.39% | Q2 2018 | Q2 2020 | 9 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.31% | 0.66% | 0.94% | Q4 2020 | Q3 2023 | 9 |
Colonial River Wealth Management, LLC | 8 | 1 | 0.30% | 1.60% | 2.72% | Q2 2021 | Q3 2023 | 9 |
Horan Securities, Inc. | 4 | 2 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2023 | 9 |
Compass Ion Advisors, LLC | 5 | 4 | 0.05% | 1.77% | 13.56% | Q4 2019 | Q3 2023 | 9 |
Jackson Wealth Management, LLC | 9 | 9 | 1.12% | 2.09% | 3.32% | Q4 2017 | Q4 2019 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.02% | 0.04% | 0.20% | Q3 2021 | Q3 2023 | 9 |
ARS Wealth Advisors Group, LLC | 9 | 9 | 5.28% | 7.03% | 8.32% | Q3 2021 | Q3 2023 | 9 |
SRS Capital Advisors, Inc. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 9 |
One Wealth Advisors, LLC | 9 | 9 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q2 2023 | 9 |
Claro Advisors LLC | 9 | 9 | 0.19% | 0.24% | 0.31% | Q3 2021 | Q3 2023 | 9 |
Symphony Financial, Ltd. Co. | 9 | 9 | 0.12% | 4.06% | 5.01% | Q3 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.24% | 0.26% | 0.31% | Q3 2021 | Q3 2023 | 9 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Rinkey Investments | 8 | 8 | 13.99% | 16.38% | 20.00% | Q4 2021 | Q3 2023 | 8 |
SUTTON PLACE INVESTORS LLC | 8 | 8 | 1.12% | 1.30% | 1.91% | Q4 2021 | Q3 2023 | 8 |
Ervin Investment Management, LLC | 8 | 8 | 5.68% | 6.48% | 7.12% | Q4 2021 | Q3 2023 | 8 |
Rockwood Wealth Management, LLC | 8 | 8 | 0.07% | 0.22% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.42% | 1.02% | 1.44% | Q4 2021 | Q3 2023 | 8 |
Bensler, LLC | 8 | 8 | 0.93% | 1.01% | 1.38% | Q4 2021 | Q3 2023 | 8 |
Dynamic Advisor Solutions LLC | 6 | 2 | 0.01% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 8 |
Morling Financial Advisors, LLC | 8 | 8 | 1.28% | 1.62% | 2.06% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.91% | 1.82% | 2.59% | Q1 2021 | Q3 2023 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.23% | 0.24% | 0.25% | Q4 2021 | Q3 2023 | 8 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.05% | 0.08% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Asset Management Resources, LLC | 8 | 8 | 13.38% | 17.61% | 19.72% | Q4 2021 | Q3 2023 | 8 |
Helen Stephens Group, LLC | 8 | 8 | 0.24% | 0.51% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.05% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.24% | 0.33% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 4.53% | 5.22% | 5.60% | Q4 2021 | Q3 2023 | 8 |
Leeward Financial Partners, LLC | 8 | 8 | 0.46% | 0.50% | 0.56% | Q4 2021 | Q3 2023 | 8 |
TOWNSQUARE CAPITAL LLC | 5 | 3 | 0.01% | 0.12% | 0.30% | Q4 2018 | Q3 2023 | 8 |
Jaffetilchin Investment Partners, LLC | 8 | 8 | 0.69% | 1.31% | 1.57% | Q4 2021 | Q3 2023 | 8 |
ACG Wealth | 7 | 1 | 0.02% | 0.29% | 0.55% | Q3 2018 | Q2 2022 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 7.68% | 8.93% | 9.78% | Q4 2021 | Q3 2023 | 8 |
SFG Wealth Management, LLC. | 8 | 8 | 0.97% | 5.06% | 8.26% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Garrison Asset Management, LLC | 8 | 8 | 0.34% | 0.41% | 0.47% | Q4 2018 | Q3 2020 | 8 |
Center For Asset Management LLC | 8 | 8 | 0.34% | 0.58% | 0.79% | Q4 2020 | Q3 2022 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.12% | 0.35% | 0.93% | Q4 2021 | Q3 2023 | 8 |
MGO ONE SEVEN LLC | 8 | 8 | 0.03% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
OLIO Financial Planning | 8 | 8 | 0.29% | 0.33% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 2.19% | 2.32% | 2.42% | Q4 2021 | Q3 2023 | 8 |
Wechter Feldman Wealth Management, Inc. | 8 | 8 | 0.19% | 1.22% | 1.80% | Q1 2018 | Q4 2019 | 8 |
Bay Harbor Wealth Management, LLC | 8 | 8 | 0.01% | 0.10% | 0.25% | Q4 2020 | Q3 2022 | 8 |
EPG Wealth Management LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Aquire Wealth Advisors, LLC | 8 | 8 | 7.92% | 11.34% | 15.43% | Q4 2021 | Q3 2023 | 8 |
Brewster Financial Planning LLC | 8 | 8 | 0.29% | 0.32% | 0.36% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FIRST NATIONAL BANK OF OMAHA | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Treasure Coast Financial Planning | 8 | 8 | 13.83% | 14.78% | 16.15% | Q4 2021 | Q3 2023 | 8 |
Hayden Royal, LLC | 4 | 1 | 0.52% | 0.78% | 1.48% | Q3 2019 | Q4 2021 | 8 |
TKG Advisors, LLC | 8 | 8 | 1.46% | 1.65% | 1.88% | Q4 2021 | Q3 2023 | 8 |
TRUE Private Wealth Advisors | 5 | 1 | 0.01% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Investors Financial Group, LLC | 8 | 8 | 0.21% | 0.23% | 0.27% | Q1 2020 | Q4 2021 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 6.73% | 7.62% | 9.62% | Q4 2021 | Q3 2023 | 8 |
Advance Capital Management, Inc. | 8 | 8 | 0.10% | 0.15% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Teamwork Financial Advisors, LLC | 7 | 1 | 0.05% | 0.07% | 0.13% | Q4 2019 | Q4 2021 | 8 |
Graypoint LLC | 4 | 3 | 0.06% | 0.12% | 0.20% | Q4 2021 | Q3 2023 | 7 |
Measured Wealth Private Client Group, LLC | 7 | 7 | 0.13% | 0.42% | 0.77% | Q2 2018 | Q4 2019 | 7 |
MANAGED ACCOUNT SERVICES INC | 7 | 7 | 0.14% | 0.22% | 0.27% | Q1 2020 | Q3 2021 | 7 |
Financial Architects, Inc | 4 | 3 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2020 | 7 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.20% | 0.30% | 0.39% | Q4 2021 | Q3 2023 | 7 |
TRUST CO OF VERMONT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 7 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 7 | 7 | 0.12% | 0.13% | 0.14% | Q3 2020 | Q1 2022 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.14% | 0.24% | 0.49% | Q1 2022 | Q3 2023 | 7 |
Ford Financial Group, LLC | 6 | 1 | 0.04% | 3.40% | 12.34% | Q2 2021 | Q1 2023 | 7 |
Plante Moran Financial Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q3 2023 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Valeo Financial Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Callan Capital, LLC | 7 | 7 | 1.02% | 1.81% | 2.30% | Q1 2022 | Q3 2023 | 7 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 6 | 1 | 0.27% | 0.59% | 0.82% | Q4 2021 | Q3 2023 | 7 |
WADE G W & INC | 5 | 1 | 0.01% | 0.03% | 0.15% | Q4 2014 | Q2 2023 | 7 |
Cerity Partners LLC | 7 | 7 | 0.00% | 0.03% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Darrow Company, Inc. | 4 | 3 | 0.19% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 7 |
Cahill Wealth Management, LLC | 7 | 7 | 0.83% | 0.89% | 0.97% | Q1 2022 | Q3 2023 | 7 |
Ruggie Capital Group | 6 | 1 | 0.33% | 0.89% | 1.47% | Q4 2017 | Q3 2019 | 7 |
Stearns Financial Services Group | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2020 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 6.56% | 8.09% | 9.38% | Q2 2020 | Q4 2021 | 7 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
LEVEL FOUR ADVISORY SERVICES, LLC | 6 | 1 | 0.02% | 0.30% | 0.94% | Q2 2019 | Q2 2021 | 7 |
Polaris Wealth Advisory Group, LLC | 7 | 7 | 0.19% | 0.23% | 0.32% | Q1 2018 | Q3 2019 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.84% | 2.47% | 4.04% | Q1 2022 | Q3 2023 | 7 |
Paladin Advisory Group, LLC | 6 | 1 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.08% | 0.46% | Q4 2018 | Q3 2021 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MONETA GROUP INVESTMENT ADVISORS LLC | 7 | 7 | 0.02% | 0.07% | 0.14% | Q2 2018 | Q4 2019 | 7 |
Westover Capital Advisors, LLC | 7 | 7 | 0.10% | 0.13% | 0.15% | Q3 2020 | Q1 2022 | 7 |
TCG Advisors, LP | 7 | 7 | 0.18% | 1.15% | 2.51% | Q4 2018 | Q2 2020 | 7 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Lloyd Advisory Services, LLC. | 7 | 7 | 0.21% | 0.26% | 0.33% | Q4 2020 | Q2 2022 | 7 |
EATON VANCE MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Pacifica Partners Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2023 | 7 |
Accurate Wealth Management, LLC | 5 | 1 | 0.01% | 0.30% | 0.49% | Q2 2021 | Q4 2022 | 6 |
TRADITION CAPITAL MANAGEMENT LLC | 6 | 6 | 0.14% | 0.46% | 1.09% | Q4 2017 | Q1 2019 | 6 |
Lumbard & Kellner, LLC | 2 | 1 | 0.08% | 0.10% | 0.14% | Q4 2020 | Q2 2023 | 6 |
TELEMUS CAPITAL, LLC | 5 | 1 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q4 2021 | 6 |
GIRARD PARTNERS LTD. | 5 | 1 | 0.03% | 0.18% | 0.26% | Q3 2019 | Q4 2021 | 6 |
All Terrain Financial Advisors, LLC | 6 | 6 | 0.08% | 0.09% | 0.11% | Q1 2018 | Q2 2019 | 6 |
BANK HAPOALIM BM | 6 | 6 | 1.11% | 1.30% | 1.41% | Q3 2021 | Q4 2022 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.21% | 0.39% | 0.84% | Q4 2021 | Q3 2023 | 6 |
Berger Financial Group, Inc | 6 | 6 | 0.09% | 0.12% | 0.18% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Jordan Park Group LLC | 3 | 3 | 0.02% | 0.04% | 0.12% | Q1 2020 | Q1 2022 | 6 |
FIRST QUADRANT LLC/CA | 6 | 6 | 5.96% | 6.82% | 7.24% | Q3 2020 | Q4 2021 | 6 |
Seaside Wealth Management, Inc. | 6 | 6 | 0.64% | 0.73% | 0.85% | Q2 2022 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.04% | 0.09% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Provident Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
MSI Financial Services Inc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2016 | 6 |
Country Club Trust Company, n.a. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
COLONY GROUP LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 0.21% | 0.22% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Stone House Investment Management, LLC | 6 | 6 | 1.49% | 2.14% | 3.21% | Q3 2018 | Q4 2019 | 6 |
GPS Wealth Strategies Group, LLC | 6 | 6 | 0.14% | 0.29% | 0.46% | Q2 2022 | Q3 2023 | 6 |
KWB Wealth | 6 | 6 | 0.37% | 0.61% | 1.18% | Q2 2022 | Q3 2023 | 6 |
Capital Bank & Trust Co | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 6 |
BANK OF MONTREAL /CAN/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 6 |
DT Investment Partners, LLC | 6 | 6 | 0.15% | 0.20% | 0.21% | Q1 2019 | Q2 2020 | 6 |
Hanlon Investment Management, Inc. | 6 | 6 | 0.06% | 0.14% | 0.31% | Q1 2019 | Q2 2020 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
LINCOLN NATIONAL CORP | 4 | 2 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q2 2020 | 6 |
Joseph Group Capital Management | 6 | 6 | 1.32% | 1.47% | 1.98% | Q4 2021 | Q1 2023 | 6 |
FORVIS Wealth Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
MEEDER ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2022 | 6 |
Epic Trust Investment Advisors, LLC | 6 | 6 | 0.68% | 0.85% | 1.20% | Q2 2022 | Q3 2023 | 6 |
AXXCESS WEALTH MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.03% | 0.05% | 0.10% | Q2 2021 | Q4 2022 | 6 |
M&T BANK CORP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Redwood Investment Management, LLC | 6 | 6 | 0.58% | 0.73% | 0.95% | Q3 2018 | Q4 2019 | 6 |
WIN ADVISORS, INC | 5 | 5 | 0.00% | 0.57% | 2.78% | Q4 2021 | Q4 2022 | 5 |
Selective Wealth Management, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
Baltimore-Washington Financial Advisors, Inc. | 5 | 5 | 0.12% | 0.77% | 1.46% | Q3 2022 | Q3 2023 | 5 |
Lifeworks Advisors, LLC | 5 | 5 | 0.10% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
RETIREMENT CAPITAL STRATEGIES | 2 | 1 | 0.14% | 2.62% | 6.39% | Q3 2019 | Q3 2023 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.01% | 0.03% | 0.09% | Q3 2017 | Q3 2023 | 5 |
Trilogy Capital Inc. | 5 | 5 | 0.04% | 0.10% | 0.20% | Q3 2022 | Q3 2023 | 5 |
FINANCIAL CONSULATE, INC | 5 | 5 | 0.44% | 0.65% | 0.89% | Q1 2018 | Q1 2019 | 5 |
Alexandria Capital, LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 5 |
HERITAGE INVESTORS MANAGEMENT CORP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 5 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 5 | 5 | 0.15% | 0.25% | 0.37% | Q1 2020 | Q1 2021 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
VICUS CAPITAL | 5 | 5 | 0.09% | 0.11% | 0.11% | Q4 2017 | Q4 2018 | 5 |
Copperwynd Financial, LLC | 4 | 1 | 0.39% | 0.49% | 0.54% | Q1 2019 | Q4 2021 | 5 |
Truadvice, LLC | 5 | 5 | 0.15% | 0.46% | 0.67% | Q3 2022 | Q3 2023 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.05% | 0.16% | 0.33% | Q4 2021 | Q4 2022 | 5 |
MATHER GROUP, LLC. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q4 2023 | 5 |
PARAGON FINANCIAL PARTNERS, INC. | 3 | 2 | 0.19% | 0.21% | 0.24% | Q4 2021 | Q3 2023 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 1.32% | 1.56% | 1.80% | Q2 2019 | Q2 2020 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 4.37% | 5.18% | 6.28% | Q4 2022 | Q4 2023 | 5 |
Integrated Investment Consultants, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
NewEdge Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Resource Management, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Bernicke Wealth Management, Ltd. | 5 | 5 | 1.35% | 1.40% | 1.48% | Q1 2018 | Q1 2019 | 5 |
Truepoint, Inc. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.06% | 0.16% | Q1 2020 | Q4 2022 | 5 |
Watermark Asset Management, Inc. | 5 | 5 | 0.73% | 1.71% | 2.06% | Q4 2017 | Q4 2018 | 5 |
Wall Capital Group, Inc. | 5 | 5 | 0.92% | 3.96% | 12.45% | Q3 2022 | Q3 2023 | 5 |
TOTH FINANCIAL ADVISORY CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 2.46% | 4.85% | 10.98% | Q1 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Beaumont Financial Partners, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Sigma Planning Corp | 4 | 1 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 5 |
GSA CAPITAL PARTNERS LLP | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
Gibson Wealth Advisors LLC | 5 | 5 | 0.53% | 0.58% | 0.63% | Q4 2021 | Q4 2022 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Orca Investment Management, LLC | 3 | 2 | 0.20% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 5 |
Advisory Alpha, LLC | 5 | 5 | 0.00% | 0.05% | 0.20% | Q1 2019 | Q1 2020 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.10% | 0.46% | Q4 2018 | Q4 2019 | 5 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 5 | 5 | 0.04% | 0.40% | 0.53% | Q1 2018 | Q1 2019 | 5 |
BADGLEY PHELPS & BELL INC | 5 | 5 | 0.02% | 0.25% | 0.81% | Q2 2020 | Q2 2021 | 5 |
CREDIT SUISSE AG/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 0.80% | 0.83% | 0.87% | Q4 2022 | Q3 2023 | 4 |
SALEM INVESTMENT COUNSELORS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 4 |
CONGRESS ASSET MANAGEMENT CO /MA | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.29% | 0.32% | 0.35% | Q4 2022 | Q3 2023 | 4 |
WJ Wealth Management, LLC | 2 | 2 | 0.12% | 0.14% | 0.20% | Q3 2022 | Q3 2023 | 4 |
SFMG, LLC | 4 | 4 | 0.21% | 0.55% | 1.38% | Q4 2022 | Q3 2023 | 4 |
GERMAN AMERICAN BANCORP, INC. | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Concord Wealth Partners | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Blue Edge Capital, LLC | 4 | 4 | 0.17% | 0.20% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Retirement Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 4 |
TRIAD FINANCIAL ADVISORS, INC. | 4 | 4 | 0.21% | 0.52% | 0.92% | Q4 2021 | Q3 2022 | 4 |
MUFG Americas Holdings Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Tennessee Valley Asset Management Partners | 4 | 4 | 0.20% | 0.28% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bridgewealth Advisory Group, LLC | 4 | 4 | 11.19% | 12.23% | 14.68% | Q4 2022 | Q3 2023 | 4 |
FSM Wealth Advisors, LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Redhawk Wealth Advisors, Inc. | 4 | 4 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Wealth & Pension Services Group, Inc. | 4 | 4 | 0.79% | 0.83% | 0.88% | Q4 2018 | Q3 2019 | 4 |
WRAPMANAGER INC | 1 | 1 | 0.08% | 0.30% | 0.46% | Q4 2018 | Q4 2022 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 4.30% | 4.37% | 4.46% | Q4 2022 | Q3 2023 | 4 |
BANK OF HAWAII | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Voya Financial Advisors, Inc. | 4 | 4 | 0.06% | 0.23% | 0.60% | Q2 2020 | Q1 2021 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.30% | 0.33% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 5.41% | 5.58% | 5.91% | Q4 2022 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.12% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.06% | 1.06% | 1.64% | Q4 2022 | Q3 2023 | 4 |
Opes Wealth Management LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Cerro Pacific Wealth Advisors LLC | 4 | 4 | 0.17% | 0.18% | 0.19% | Q2 2021 | Q1 2022 | 4 |
Colonial Trust Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 4 |
AIFG Consultants Ltd. | 4 | 4 | 7.95% | 8.17% | 8.49% | Q4 2022 | Q3 2023 | 4 |
GREENLEAF TRUST | 4 | 4 | 0.04% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
GM Advisory Group, LLC | 4 | 4 | 1.96% | 2.29% | 3.05% | Q4 2022 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.56% | 0.59% | 0.62% | Q4 2022 | Q3 2023 | 4 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 4 |
Zhang Financial LLC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA INVESTMENTS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Ferris Capital, LLC | 4 | 4 | 0.43% | 0.49% | 0.52% | Q4 2017 | Q3 2018 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 4.89% | 5.55% | 7.40% | Q4 2022 | Q3 2023 | 4 |
Flagship Private Wealth, LLC | 3 | 1 | 0.14% | 0.15% | 0.15% | Q4 2020 | Q4 2021 | 4 |
Advisor Resource Council | 3 | 1 | 0.10% | 0.96% | 1.55% | Q2 2021 | Q2 2022 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.65% | 0.68% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Sage Mountain Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
LITTLE HOUSE CAPITAL LLC | 4 | 4 | 1.69% | 1.74% | 1.77% | Q4 2022 | Q3 2023 | 4 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.02% | 0.02% | Q3 2013 | Q3 2016 | 4 |
Levy Wealth Management Group, LLC | 4 | 4 | 0.24% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 3.81% | 4.93% | 5.59% | Q4 2021 | Q3 2022 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
M&R CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 4 | 0.01% | 0.08% | 0.13% | Q4 2021 | Q3 2022 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.10% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Financial Enhancement Group LLC | 4 | 4 | 2.02% | 4.23% | 6.53% | Q4 2022 | Q3 2023 | 4 |
Sunburst Financial Group, LLC | 4 | 4 | 0.26% | 0.34% | 0.43% | Q4 2022 | Q3 2023 | 4 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 4 | 4 | 0.17% | 0.50% | 0.84% | Q3 2018 | Q2 2019 | 4 |
Advisor OS, LLC | 3 | 1 | 0.11% | 0.24% | 0.32% | Q2 2020 | Q3 2023 | 4 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
January Capital Advisors LLC | 3 | 3 | 1.18% | 1.94% | 3.46% | Q4 2021 | Q2 2022 | 3 |
New Republic Capital, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.08% | 0.13% | Q1 2020 | Q2 2022 | 3 |
Resurgent Financial Advisors LLC | 3 | 3 | 0.18% | 0.20% | 0.21% | Q2 2022 | Q4 2022 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q2 2022 | Q1 2023 | 3 |
Aristides Capital LLC | 3 | 3 | 0.59% | 0.68% | 0.74% | Q4 2021 | Q2 2022 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 3 |
Planning Solutions Group LLC | 3 | 3 | 0.58% | 0.59% | 0.60% | Q4 2018 | Q2 2019 | 3 |
Navalign, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2021 | Q3 2021 | 3 |
Clear Perspective Advisors, LLC | 2 | 1 | 0.00% | 0.09% | 0.27% | Q1 2018 | Q4 2018 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 3 |
AlphaCore Capital LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.05% | 0.14% | Q2 2015 | Q1 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 1.37% | 1.53% | 1.78% | Q1 2023 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
L & S Advisors Inc | 3 | 3 | 0.08% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Adams Wealth Management | 3 | 3 | 0.07% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Financial Sense Advisors, Inc. | 3 | 3 | 0.12% | 0.14% | 0.16% | Q2 2021 | Q4 2021 | 3 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 3 | 3 | 13.55% | 14.21% | 14.67% | Q1 2023 | Q3 2023 | 3 |
WOLFF WIESE MAGANA LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q2 2022 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 1.55% | 1.65% | 1.81% | Q1 2023 | Q3 2023 | 3 |
Parisi Gray Wealth Management | 2 | 1 | 0.07% | 0.08% | 0.08% | Q2 2021 | Q1 2022 | 3 |
TWO SIGMA ADVISERS, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Congress Wealth Management LLC / DE / | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 3 |
Solano Wealth Management, Inc. | 3 | 3 | 0.17% | 2.18% | 6.20% | Q1 2023 | Q3 2023 | 3 |
Shore Point Advisors, LLC | 3 | 3 | 0.23% | 0.92% | 1.27% | Q4 2021 | Q2 2022 | 3 |
Wealth Enhancement & Preservation of GA, LLC | 3 | 3 | 8.36% | 11.79% | 13.72% | Q4 2019 | Q2 2020 | 3 |
Mirae Asset Global Investments Co., Ltd. | 3 | 3 | 0.01% | 0.05% | 0.10% | Q3 2013 | Q1 2014 | 3 |
Fort Point Capital Partners LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2023 | 3 |
Valtinson Bruner Financial Planning LLC | 3 | 3 | 1.65% | 1.80% | 1.98% | Q4 2018 | Q2 2019 | 3 |
Journey Advisory Group, LLC | 3 | 3 | 0.45% | 0.51% | 0.56% | Q1 2023 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.45% | 0.48% | 0.54% | Q1 2023 | Q3 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.09% | 0.10% | 0.10% | Q1 2022 | Q4 2022 | 3 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
American Trust | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q2 2023 | 3 |
McElhenny Sheffield Capital Management, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q2 2022 | 3 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 3 | 3 | 0.40% | 0.70% | 1.24% | Q4 2021 | Q2 2022 | 3 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2020 | 3 |
NATIONAL BANK OF CANADA /FI/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WOODBURN R ROBERT JR | 3 | 3 | 2.19% | 2.23% | 2.28% | Q4 2012 | Q2 2013 | 3 |
MARYLAND CAPITAL ADVISORS INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BIP Wealth, LLC | 3 | 3 | 1.13% | 1.30% | 1.55% | Q1 2023 | Q3 2023 | 3 |
TD Capital Management LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Vestpro Financial Partners, Inc. dba CPF Texas | 3 | 3 | 0.20% | 0.34% | 0.42% | Q1 2018 | Q3 2018 | 3 |
AJ WEALTH STRATEGIES, LLC | 3 | 3 | 0.87% | 0.96% | 1.08% | Q4 2022 | Q2 2023 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q2 2019 | Q4 2019 | 3 |
Badgley Phelps Wealth Managers, LLC | 2 | 1 | 0.02% | 0.18% | 0.50% | Q3 2021 | Q3 2022 | 3 |
Glovista Investments LLC | 3 | 3 | 0.31% | 0.34% | 0.36% | Q4 2020 | Q2 2021 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Freedman Financial Associates, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.29% | 0.32% | 0.36% | Q4 2021 | Q1 2022 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.02% | 0.09% | 0.16% | Q4 2019 | Q2 2021 | 2 |
JUNCTURE WEALTH STRATEGIES, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2018 | Q4 2018 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
Legacy Private Trust Co. | 2 | 2 | 1.34% | 1.38% | 1.41% | Q2 2023 | Q3 2023 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 2 |
HORIZON FINANCIAL SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q3 2020 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Sharkey, Howes & Javer | 2 | 2 | 0.20% | 0.22% | 0.24% | Q1 2023 | Q2 2023 | 2 |
PFG Advisors | 2 | 2 | 0.10% | 0.13% | 0.16% | Q2 2019 | Q3 2019 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Essex LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Zurich Insurance Group Ltd/FI | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Golden State Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q3 2020 | 2 |
Coston, McIsaac & Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
Prosperity Financial Group, Inc. | 2 | 2 | 0.30% | 0.33% | 0.36% | Q2 2023 | Q3 2023 | 2 |
DONALDSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 2 |
Vawter Financial, Ltd. | 2 | 2 | 0.30% | 0.32% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Perfromance Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.97% | 0.98% | 0.99% | Q2 2023 | Q3 2023 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
First Ascent Asset Management, LLC | 2 | 2 | 1.41% | 1.51% | 1.61% | Q4 2019 | Q1 2020 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cordasco Financial Network | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Dechtman Wealth Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Gerber Kawasaki Wealth & Investment Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.08% | 0.09% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Cedar Brook Financial Partners, LLC | 2 | 2 | 0.35% | 0.35% | 0.36% | Q3 2022 | Q4 2022 | 2 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 2.49% | 2.65% | 2.81% | Q2 2023 | Q3 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
REDW Wealth LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q2 2019 | 2 |
Values Added Financial LLC | 2 | 2 | 3.95% | 4.08% | 4.22% | Q2 2023 | Q3 2023 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.42% | 0.49% | 0.56% | Q2 2022 | Q3 2022 | 2 |
NVWM, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Sightline Wealth Advisors, LLC | 2 | 2 | 0.22% | 0.25% | 0.28% | Q2 2023 | Q3 2023 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 2 |
GRAND WEALTH MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
CFO4Life Group, LLC | 2 | 2 | 0.41% | 4.60% | 8.80% | Q4 2018 | Q1 2019 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.05% | 0.11% | Q1 2018 | Q2 2018 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 2 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
FURE FINANCIAL CORP | 2 | 2 | 2.98% | 3.28% | 3.59% | Q4 2019 | Q1 2020 | 2 |
Strategic Asset Management, LLC | 2 | 2 | 0.19% | 0.20% | 0.22% | Q3 2021 | Q4 2021 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.27% | 0.28% | 0.29% | Q1 2023 | Q3 2023 | 2 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2019 | Q4 2019 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Acropolis Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ALTA CAPITAL MANAGEMENT LLC/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Per Stirling Capital Management, LLC. | 1 | 1 | 3.77% | 3.77% | 3.77% | Q4 2022 | Q4 2022 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Obsidian Personal Planning Solutions LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
Keystone Financial Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Diversified, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 4.88% | 4.88% | 4.88% | Q2 2022 | Q2 2022 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2016 | Q4 2016 | 1 |
BCGM Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Ironwood Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Hardy Reed LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
S.E.E.D. Planning Group LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Clarkston Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2022 | Q4 2022 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q2 2014 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CIGNA INVESTMENTS INC /NEW | 1 | 1 | 5.00% | 5.00% | 5.00% | Q4 2021 | Q4 2021 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
HAP Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Meeder Advisory Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 1.79% | 1.79% | 1.79% | Q1 2020 | Q1 2020 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2019 | Q4 2019 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
First National Bank of Mount Dora, Trust Investment Services | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
TFG Advisers LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bank OZK | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Simplicity Wealth,LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Betterment LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Riverview Trust Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
CXI Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Grace Capital | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Northland Capital Management LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
Black Diamond Financial, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CNB Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2018 | Q2 2018 | 1 |
Linscomb & Williams, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
Oak Point Wealth Management | 1 | 1 | 1.24% | 1.24% | 1.24% | Q1 2018 | Q1 2018 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2013 | Q2 2013 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Constant Guidance Financial LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
NovaPoint Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 5.15% | 5.15% | 5.15% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Wealth CMT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q3 2021 | Q3 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Horizon Wealth Management, LLC | 1 | 1 | 9.14% | 9.14% | 9.14% | Q2 2023 | Q2 2023 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Mine & Arao Wealth Creation & Management, LLC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
MOULTON WEALTH MANAGEMENT, INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2019 | Q4 2019 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q3 2023 | Q3 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Covestor Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Foresight Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TLW Wealth Management, LLC | 1 | 1 | 12.31% | 12.31% | 12.31% | Q4 2018 | Q4 2018 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Catalyst Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Spot Trading L.L.C | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2014 | Q1 2014 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2018 | Q1 2018 | 1 |
Royal Harbor Partners, LLC | 1 | 1 | 18.29% | 18.29% | 18.29% | Q3 2023 | Q3 2023 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SouthState Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JD Financial Services Inc. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.