Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 63 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
ROYAL BANK OF CANADA | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
BANK OF AMERICA CORP /DE/ | 33 | 5 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q3 2023 | 38 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
LPL Financial LLC | 35 | 35 | 0.01% | 0.20% | 0.80% | Q1 2015 | Q3 2023 | 35 |
OLD DOMINION CAPITAL MANAGEMENT INC | 34 | 34 | 0.43% | 10.17% | 18.69% | Q2 2013 | Q3 2021 | 34 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Cutler Group LLC / CA | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 32 |
CITIGROUP INC | 29 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 30 |
HighTower Advisors, LLC | 29 | 29 | 0.02% | 0.05% | 0.16% | Q3 2016 | Q3 2023 | 29 |
Shepherd Financial Partners LLC | 28 | 28 | 0.62% | 6.82% | 13.14% | Q4 2016 | Q3 2023 | 28 |
CAPTRUST FINANCIAL ADVISORS | 12 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 27 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 27 | 27 | 0.02% | 0.06% | 0.07% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.10% | 0.24% | Q2 2017 | Q3 2023 | 26 |
BANK OF MONTREAL /CAN/ | 14 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 26 |
JANE STREET GROUP, LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q2 2023 | 26 |
SMITH, MOORE & CO. | 25 | 1 | 0.05% | 0.13% | 0.18% | Q4 2014 | Q3 2023 | 26 |
Stratos Wealth Partners, LTD. | 25 | 25 | 0.01% | 0.35% | 1.44% | Q3 2017 | Q3 2023 | 25 |
OneDigital Investment Advisors LLC | 20 | 5 | 0.00% | 0.80% | 6.56% | Q2 2017 | Q3 2023 | 25 |
Bray Capital Advisors | 23 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 25 |
Creative Planning | 24 | 1 | 0.00% | 0.93% | 2.00% | Q4 2015 | Q3 2023 | 25 |
CWM, LLC | 15 | 1 | 0.00% | 1.01% | 3.92% | Q3 2015 | Q3 2023 | 24 |
United Asset Strategies, Inc. | 24 | 24 | 0.05% | 0.90% | 1.36% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.67% | 1.38% | Q4 2017 | Q3 2023 | 24 |
StrategIQ Financial Group, LLC | 24 | 24 | 1.69% | 2.34% | 2.88% | Q4 2017 | Q3 2023 | 24 |
RFG Advisory, LLC | 24 | 24 | 0.36% | 2.18% | 13.67% | Q4 2017 | Q3 2023 | 24 |
Nikulski Financial, Inc. | 24 | 24 | 0.41% | 0.77% | 1.16% | Q4 2017 | Q3 2023 | 24 |
Compass Financial Group, Inc. | 24 | 24 | 1.37% | 1.79% | 2.73% | Q4 2017 | Q3 2023 | 24 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.34% | 0.92% | Q1 2016 | Q3 2023 | 24 |
Goodman Financial Corp | 24 | 24 | 0.08% | 0.99% | 1.20% | Q4 2017 | Q3 2023 | 24 |
AMERIPRISE FINANCIAL INC | 24 | 24 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
McNamara Financial Services, Inc. | 24 | 24 | 0.47% | 1.53% | 2.02% | Q4 2017 | Q3 2023 | 24 |
Private Advisor Group, LLC | 21 | 1 | 0.00% | 0.63% | 1.74% | Q3 2014 | Q3 2023 | 24 |
Capital Investment Advisory Services, LLC | 24 | 24 | 0.04% | 0.31% | 1.03% | Q4 2017 | Q3 2023 | 24 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 0.80% | 1.66% | 2.70% | Q4 2017 | Q3 2023 | 24 |
Vivaldi Capital Management LP | 24 | 24 | 1.37% | 3.37% | 5.15% | Q4 2017 | Q3 2023 | 24 |
Peterson Wealth Advisors, LLC | 24 | 24 | 8.87% | 30.93% | 33.29% | Q4 2017 | Q3 2023 | 24 |
Raab & Moskowitz Asset Management LLC | 24 | 24 | 0.13% | 0.60% | 0.85% | Q4 2017 | Q3 2023 | 24 |
Asset Dedication, LLC | 24 | 24 | 0.02% | 0.09% | 0.36% | Q4 2017 | Q3 2023 | 24 |
McKinley Carter Wealth Services, Inc. | 24 | 24 | 0.41% | 0.88% | 1.70% | Q4 2017 | Q3 2023 | 24 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 0.74% | 1.19% | 2.91% | Q4 2017 | Q3 2023 | 24 |
Continuum Advisory, LLC | 24 | 24 | 0.47% | 2.43% | 5.44% | Q4 2017 | Q3 2023 | 24 |
Financial Enhancement Group LLC | 24 | 24 | 0.14% | 2.92% | 9.90% | Q4 2017 | Q3 2023 | 24 |
C M BIDWELL & ASSOCIATES LTD | 24 | 24 | 0.24% | 0.86% | 1.88% | Q4 2017 | Q3 2023 | 24 |
First Heartland Consultants, Inc. | 24 | 24 | 0.07% | 1.65% | 5.23% | Q4 2017 | Q3 2023 | 24 |
PNC FINANCIAL SERVICES GROUP, INC. | 23 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 24 |
SHEETS SMITH WEALTH MANAGEMENT | 24 | 24 | 0.10% | 0.80% | 1.15% | Q4 2017 | Q3 2023 | 24 |
Ausdal Financial Partners, Inc. | 24 | 24 | 0.44% | 1.66% | 2.53% | Q4 2017 | Q3 2023 | 24 |
Gradient Investments LLC | 24 | 24 | 0.01% | 2.40% | 4.96% | Q4 2017 | Q3 2023 | 24 |
Cambridge Investment Research Advisors, Inc. | 24 | 24 | 0.01% | 0.30% | 0.60% | Q4 2017 | Q3 2023 | 24 |
TLWM | 24 | 24 | 0.20% | 0.29% | 0.51% | Q4 2017 | Q3 2023 | 24 |
NORTHERN TRUST CORP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
FORTE CAPITAL LLC /ADV | 23 | 23 | 0.22% | 0.28% | 0.35% | Q1 2018 | Q3 2023 | 23 |
CONDOR CAPITAL MANAGEMENT | 23 | 23 | 0.09% | 0.57% | 2.18% | Q1 2018 | Q3 2023 | 23 |
AlphaStar Capital Management, LLC | 23 | 23 | 0.40% | 4.93% | 11.91% | Q1 2018 | Q3 2023 | 23 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.07% | 0.38% | Q3 2014 | Q3 2023 | 23 |
Baltimore-Washington Financial Advisors, Inc. | 23 | 23 | 0.08% | 0.85% | 1.17% | Q1 2018 | Q3 2023 | 23 |
JNBA Financial Advisors | 20 | 3 | 0.15% | 0.77% | 2.17% | Q4 2017 | Q3 2023 | 23 |
Windsor Capital Management, LLC | 23 | 23 | 1.50% | 5.03% | 7.16% | Q1 2018 | Q3 2023 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 23 | 23 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 23 |
E&G Advisors, LP | 23 | 23 | 0.14% | 1.14% | 1.68% | Q1 2018 | Q3 2023 | 23 |
GIRARD PARTNERS LTD. | 23 | 23 | 0.26% | 3.04% | 6.36% | Q1 2018 | Q3 2023 | 23 |
Annex Advisory Services, LLC | 23 | 23 | 0.14% | 1.10% | 2.14% | Q1 2018 | Q3 2023 | 23 |
WealthPLAN Partners, LLC | 18 | 5 | 0.09% | 0.30% | 0.98% | Q4 2017 | Q4 2023 | 23 |
Allen Capital Group, LLC | 20 | 3 | 0.18% | 4.49% | 7.81% | Q4 2017 | Q3 2023 | 23 |
Geneos Wealth Management Inc. | 23 | 23 | 0.01% | 0.19% | 1.58% | Q1 2018 | Q3 2023 | 23 |
Trilogy Capital Inc. | 23 | 23 | 0.07% | 5.46% | 7.50% | Q1 2018 | Q3 2023 | 23 |
RITHOLTZ WEALTH MANAGEMENT | 23 | 23 | 0.02% | 0.32% | 1.56% | Q1 2018 | Q3 2023 | 23 |
Avior Wealth Management, LLC | 23 | 23 | 0.04% | 0.17% | 0.30% | Q1 2018 | Q3 2023 | 23 |
Vantage Investment Partners, LLC | 23 | 23 | 0.03% | 0.12% | 0.25% | Q1 2018 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 5 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q3 2023 | 23 |
Alliance Wealth Management Group | 23 | 23 | 2.66% | 3.11% | 3.71% | Q4 2017 | Q2 2023 | 23 |
Moisand Fitzgerald Tamayo, LLC | 23 | 23 | 3.27% | 4.97% | 6.54% | Q1 2018 | Q3 2023 | 23 |
Mariner, LLC | 23 | 23 | 0.03% | 0.12% | 0.30% | Q1 2018 | Q3 2023 | 23 |
FIFTH THIRD BANCORP | 23 | 23 | 0.00% | 0.00% | 0.05% | Q1 2018 | Q3 2023 | 23 |
CORRADO ADVISORS, LLC | 23 | 23 | 0.49% | 1.73% | 5.00% | Q1 2018 | Q3 2023 | 23 |
FINANCIAL CONSULATE, INC | 23 | 23 | 0.36% | 0.88% | 1.70% | Q1 2018 | Q3 2023 | 23 |
GOLDMAN SACHS GROUP INC | 17 | 2 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 22 |
Towercrest Capital Management | 22 | 22 | 1.78% | 2.03% | 2.43% | Q2 2018 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.01% | 0.34% | 0.90% | Q2 2018 | Q3 2023 | 22 |
LEVEL FOUR ADVISORY SERVICES, LLC | 15 | 7 | 0.02% | 0.95% | 3.16% | Q1 2018 | Q3 2023 | 22 |
Strategic Wealth Partners, Ltd. | 22 | 22 | 0.02% | 1.34% | 4.32% | Q4 2017 | Q1 2023 | 22 |
Jackson Wealth Management, LLC | 20 | 2 | 0.45% | 3.64% | 8.74% | Q4 2017 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 18 | 4 | 0.00% | 0.03% | 0.16% | Q1 2018 | Q3 2023 | 22 |
Wealthcare Advisory Partners LLC | 22 | 22 | 0.01% | 7.42% | 14.57% | Q2 2018 | Q3 2023 | 22 |
Advisory Services Network, LLC | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
FMR LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Advisory Alpha, LLC | 22 | 22 | 1.27% | 3.48% | 7.73% | Q2 2018 | Q3 2023 | 22 |
AE Wealth Management LLC | 18 | 4 | 0.02% | 1.11% | 2.67% | Q4 2017 | Q3 2023 | 22 |
ALESCO ADVISORS LLC | 22 | 22 | 0.02% | 0.06% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Atlantic Union Bankshares Corp | 17 | 5 | 0.04% | 0.08% | 0.27% | Q1 2018 | Q3 2023 | 22 |
COLDSTREAM CAPITAL MANAGEMENT INC | 18 | 4 | 0.04% | 0.22% | 0.63% | Q1 2018 | Q3 2023 | 22 |
Global Retirement Partners, LLC | 9 | 6 | 0.00% | 1.23% | 2.99% | Q4 2017 | Q3 2023 | 22 |
MONETA GROUP INVESTMENT ADVISORS LLC | 22 | 22 | 0.30% | 0.96% | 1.61% | Q2 2018 | Q3 2023 | 22 |
JFS WEALTH ADVISORS, LLC | 22 | 22 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Steigerwald, Gordon & Koch Inc. | 12 | 1 | 0.03% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 21 |
Arete Wealth Advisors, LLC | 18 | 3 | 0.04% | 0.68% | 1.18% | Q2 2018 | Q3 2023 | 21 |
WEALTHSOURCE PARTNERS, LLC | 20 | 1 | 0.03% | 0.24% | 1.09% | Q1 2018 | Q2 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 21 | 21 | 0.08% | 0.87% | 1.62% | Q3 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.00% | 0.06% | 0.11% | Q3 2018 | Q3 2023 | 21 |
Moloney Securities Asset Management, LLC | 18 | 3 | 0.08% | 0.38% | 0.77% | Q1 2018 | Q3 2023 | 21 |
Kohmann Bosshard Financial Services, LLC | 20 | 20 | 0.10% | 1.81% | 2.91% | Q4 2018 | Q3 2023 | 20 |
Mutual Advisors, LLC | 20 | 20 | 0.34% | 0.45% | 0.68% | Q4 2018 | Q3 2023 | 20 |
Westover Capital Advisors, LLC | 20 | 20 | 0.54% | 0.61% | 0.70% | Q4 2018 | Q3 2023 | 20 |
Ameritas Investment Partners, Inc. | 19 | 1 | 0.00% | 0.00% | 0.05% | Q4 2017 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.01% | 0.42% | 1.41% | Q4 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 20 | 20 | 0.03% | 4.44% | 7.77% | Q4 2018 | Q3 2023 | 20 |
Brio Consultants, LLC | 20 | 20 | 0.06% | 3.92% | 7.55% | Q4 2018 | Q3 2023 | 20 |
Chicago Partners Investment Group LLC | 20 | 20 | 0.03% | 0.08% | 0.20% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.04% | 0.30% | Q4 2017 | Q3 2022 | 20 |
SIGNET FINANCIAL MANAGEMENT, LLC | 20 | 20 | 0.12% | 0.16% | 0.38% | Q4 2018 | Q3 2023 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.09% | 0.15% | 0.41% | Q4 2018 | Q3 2023 | 20 |
ERn Financial, LLC | 20 | 20 | 0.57% | 1.23% | 2.46% | Q4 2018 | Q3 2023 | 20 |
Valtinson Bruner Financial Planning LLC | 20 | 20 | 0.39% | 3.54% | 7.53% | Q4 2018 | Q3 2023 | 20 |
Aptus Capital Advisors, LLC | 20 | 20 | 0.38% | 1.31% | 4.83% | Q4 2018 | Q3 2023 | 20 |
DFPG INVESTMENTS, LLC | 20 | 20 | 0.05% | 0.34% | 0.91% | Q4 2018 | Q3 2023 | 20 |
American Investment Services, Inc. | 20 | 20 | 0.09% | 0.40% | 0.59% | Q4 2018 | Q3 2023 | 20 |
Tortoise Investment Management, LLC | 20 | 20 | 0.01% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Executive Wealth Management, LLC | 20 | 20 | 0.40% | 3.75% | 9.59% | Q4 2018 | Q3 2023 | 20 |
Cetera Advisors LLC | 14 | 1 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Wealthquest Corp | 14 | 5 | 0.03% | 1.05% | 6.53% | Q4 2018 | Q3 2023 | 19 |
CX Institutional | 18 | 1 | 0.02% | 1.03% | 6.46% | Q3 2018 | Q3 2023 | 19 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 19 | 19 | 0.10% | 0.20% | 0.33% | Q1 2019 | Q3 2023 | 19 |
Cooper Financial Group | 19 | 19 | 0.51% | 4.47% | 8.16% | Q1 2019 | Q3 2023 | 19 |
NAPLES GLOBAL ADVISORS, LLC | 19 | 19 | 0.07% | 0.09% | 0.21% | Q1 2019 | Q3 2023 | 19 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 19 | 19 | 0.36% | 0.96% | 4.10% | Q1 2019 | Q3 2023 | 19 |
American Money Management, LLC | 19 | 19 | 0.16% | 0.21% | 0.38% | Q1 2019 | Q3 2023 | 19 |
First Allied Advisory Services, Inc. | 12 | 7 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2020 | 19 |
Deane Retirement Strategies, Inc. | 19 | 19 | 0.24% | 0.62% | 1.16% | Q1 2019 | Q3 2023 | 19 |
Atria Investments, Inc | 13 | 1 | 0.01% | 0.52% | 2.27% | Q3 2018 | Q3 2023 | 19 |
Frisch Financial Group, Inc. | 19 | 19 | 0.09% | 0.19% | 0.75% | Q4 2018 | Q2 2023 | 19 |
Integrated Wealth Concepts LLC | 19 | 19 | 0.01% | 0.37% | 1.60% | Q1 2019 | Q3 2023 | 19 |
CENTAURUS FINANCIAL, INC. | 16 | 3 | 0.03% | 0.30% | 0.55% | Q4 2018 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.18% | 0.78% | 1.90% | Q1 2019 | Q3 2023 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.04% | 0.12% | 0.37% | Q1 2019 | Q3 2023 | 19 |
BB&T SECURITIES, LLC | 13 | 5 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2019 | 18 |
CCG WEALTH MANAGEMENT, LLC | 18 | 18 | 0.55% | 13.52% | 26.13% | Q2 2019 | Q3 2023 | 18 |
Belpointe Asset Management LLC | 17 | 1 | 0.04% | 0.31% | 0.52% | Q3 2018 | Q3 2023 | 18 |
US BANCORP \DE\ | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Pinion Investment Advisors, LLC | 18 | 18 | 0.48% | 1.36% | 2.00% | Q2 2019 | Q3 2023 | 18 |
Raymond James Financial Services Advisors, Inc. | 18 | 18 | 0.00% | 0.07% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Koshinski Asset Management, Inc. | 16 | 2 | 0.06% | 0.11% | 0.17% | Q3 2018 | Q3 2023 | 18 |
CreativeOne Wealth, LLC | 18 | 18 | 0.06% | 1.20% | 2.90% | Q2 2019 | Q3 2023 | 18 |
Perigon Wealth Management, LLC | 17 | 1 | 0.02% | 0.06% | 0.12% | Q3 2011 | Q3 2023 | 18 |
Institute for Wealth Management, LLC. | 18 | 18 | 0.04% | 0.13% | 0.33% | Q1 2018 | Q2 2022 | 18 |
Winch Advisory Services, LLC | 18 | 18 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Sowell Financial Services LLC | 10 | 2 | 0.06% | 0.31% | 2.78% | Q4 2018 | Q3 2023 | 18 |
Doyle Wealth Management | 18 | 18 | 0.04% | 0.39% | 0.65% | Q2 2018 | Q3 2022 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
GenWealth Group, Inc. | 18 | 18 | 0.79% | 2.59% | 3.30% | Q2 2019 | Q3 2023 | 18 |
WealthShield Partners, LLC | 14 | 3 | 0.01% | 0.11% | 0.28% | Q1 2018 | Q3 2023 | 17 |
Dakota Wealth Management | 17 | 17 | 0.12% | 0.26% | 0.53% | Q3 2019 | Q3 2023 | 17 |
Rehmann Capital Advisory Group | 12 | 2 | 0.02% | 0.07% | 0.39% | Q1 2018 | Q3 2023 | 17 |
Capital Planning Advisors, LLC | 17 | 17 | 0.08% | 0.63% | 1.14% | Q3 2019 | Q3 2023 | 17 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 4 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.15% | 0.47% | 1.92% | Q3 2019 | Q3 2023 | 17 |
Aldebaran Financial Inc. | 17 | 17 | 0.21% | 1.96% | 5.68% | Q3 2019 | Q3 2023 | 17 |
GeoWealth Management, LLC | 17 | 17 | 0.05% | 0.66% | 2.14% | Q3 2019 | Q3 2023 | 17 |
Brinker Capital Investments, LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2022 | 17 |
Financial Engines Advisors L.L.C. | 17 | 17 | 0.00% | 0.55% | 0.72% | Q3 2019 | Q3 2023 | 17 |
Vectors Research Management, LLC | 17 | 17 | 0.16% | 1.44% | 2.07% | Q3 2019 | Q3 2023 | 17 |
Archford Capital Strategies, LLC | 16 | 1 | 0.01% | 0.18% | 0.35% | Q2 2019 | Q3 2023 | 17 |
O'Dell Group, LLC | 17 | 17 | 10.48% | 12.97% | 16.39% | Q3 2019 | Q3 2023 | 17 |
Clear Creek Financial Management, LLC | 12 | 5 | 2.02% | 6.03% | 16.96% | Q2 2019 | Q3 2023 | 17 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17 | 17 | 0.10% | 0.48% | 1.07% | Q3 2019 | Q3 2023 | 17 |
Redhawk Wealth Advisors, Inc. | 16 | 1 | 0.06% | 0.55% | 1.94% | Q3 2018 | Q4 2022 | 17 |
ARGI Investment Services, LLC | 17 | 17 | 0.02% | 0.07% | 0.13% | Q4 2018 | Q4 2022 | 17 |
Simplicity Solutions, LLC | 6 | 1 | 0.05% | 0.19% | 0.43% | Q4 2017 | Q3 2023 | 17 |
Csenge Advisory Group | 17 | 17 | 0.14% | 0.39% | 0.60% | Q3 2019 | Q3 2023 | 17 |
VICUS CAPITAL | 13 | 4 | 0.04% | 0.45% | 2.57% | Q1 2019 | Q3 2023 | 17 |
Gemmer Asset Management LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 16 |
PSI Advisors, LLC | 16 | 16 | 0.02% | 4.72% | 10.10% | Q4 2019 | Q3 2023 | 16 |
Total Clarity Wealth Management, Inc. | 16 | 16 | 0.11% | 0.18% | 0.40% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 7.03% | 10.55% | 12.85% | Q4 2019 | Q3 2023 | 16 |
TRUEFG, LLC | 16 | 16 | 0.56% | 0.87% | 1.17% | Q4 2019 | Q3 2023 | 16 |
Pinnacle Bancorp, Inc. | 16 | 16 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 1.46% | 1.81% | 2.29% | Q4 2019 | Q3 2023 | 16 |
NewEdge Advisors, LLC | 16 | 16 | 0.01% | 0.16% | 0.56% | Q4 2019 | Q3 2023 | 16 |
RETIREMENT INCOME SOLUTIONS, INC | 16 | 16 | 0.59% | 3.91% | 5.41% | Q4 2019 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 2.02% | 2.46% | 2.97% | Q4 2019 | Q3 2023 | 16 |
LexAurum Advisors, LLC | 16 | 16 | 0.12% | 0.52% | 0.85% | Q4 2019 | Q3 2023 | 16 |
Teamwork Financial Advisors, LLC | 16 | 16 | 0.22% | 0.56% | 1.26% | Q4 2019 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 16 | 16 | 0.02% | 0.40% | 0.82% | Q4 2019 | Q3 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.20% | 0.85% | 1.78% | Q4 2019 | Q3 2023 | 16 |
Measured Wealth Private Client Group, LLC | 16 | 16 | 0.10% | 0.50% | 1.43% | Q2 2018 | Q1 2022 | 16 |
Professional Financial Advisors, LLC | 16 | 16 | 0.46% | 0.88% | 2.82% | Q4 2019 | Q3 2023 | 16 |
SENTINEL PENSION ADVISORS INC | 16 | 16 | 0.27% | 0.58% | 0.82% | Q4 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.02% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.34% | 1.44% | Q2 2019 | Q3 2023 | 16 |
Sound Income Strategies, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 16 |
Cornerstone Wealth Management, LLC | 11 | 2 | 0.01% | 1.50% | 2.47% | Q2 2018 | Q3 2023 | 16 |
Detalus Advisors, LLC | 16 | 16 | 6.71% | 14.11% | 22.28% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.07% | 0.12% | 0.30% | Q4 2019 | Q3 2023 | 16 |
Global Strategic Investment Solutions, LLC | 16 | 16 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
CLIENT 1ST ADVISORY GROUP, LLC | 16 | 16 | 8.91% | 12.33% | 18.33% | Q4 2019 | Q3 2023 | 16 |
Clear Perspective Advisors, LLC | 16 | 16 | 0.00% | 8.44% | 17.14% | Q1 2018 | Q4 2021 | 16 |
Stewardship Advisors, LLC | 16 | 16 | 0.13% | 2.68% | 10.43% | Q4 2019 | Q3 2023 | 16 |
Austin Private Wealth, LLC | 16 | 16 | 0.96% | 6.32% | 14.47% | Q4 2019 | Q3 2023 | 16 |
Capital Investment Advisors, LLC | 12 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2023 | 16 |
THRIVENT FINANCIAL FOR LUTHERANS | 16 | 16 | 0.00% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 16 |
NovaPoint Capital, LLC | 16 | 16 | 1.35% | 2.63% | 3.30% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Alexandria Capital, LLC | 16 | 16 | 0.06% | 0.90% | 1.96% | Q4 2017 | Q3 2021 | 16 |
MANAGED ACCOUNT SERVICES INC | 16 | 16 | 0.78% | 4.48% | 7.70% | Q4 2017 | Q3 2021 | 16 |
IHT Wealth Management, LLC | 16 | 16 | 0.02% | 0.81% | 2.34% | Q4 2019 | Q3 2023 | 16 |
Campbell Wealth Management | 14 | 1 | 0.04% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 9.70% | 10.83% | 12.03% | Q4 2019 | Q3 2023 | 15 |
Kingsview Wealth Management, LLC | 8 | 1 | 0.05% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 15 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 3 | 0.01% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 15 |
Your Advocates Ltd., LLP | 15 | 15 | 0.01% | 0.05% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Clarus Wealth Advisors | 15 | 15 | 1.21% | 2.48% | 3.09% | Q4 2019 | Q2 2023 | 15 |
ARQ WEALTH ADVISORS, LLC | 15 | 15 | 2.92% | 5.30% | 8.61% | Q1 2020 | Q3 2023 | 15 |
Kistler-Tiffany Companies, LLC | 15 | 15 | 1.15% | 1.73% | 2.14% | Q4 2019 | Q2 2023 | 15 |
Clark Capital Management Group, Inc. | 10 | 2 | 0.00% | 1.32% | 2.93% | Q3 2019 | Q3 2023 | 15 |
Good Life Advisors, LLC | 15 | 15 | 0.45% | 4.13% | 5.68% | Q1 2020 | Q3 2023 | 15 |
Trinity Wealth Management, LLC | 12 | 3 | 2.24% | 2.80% | 4.43% | Q4 2019 | Q3 2023 | 15 |
ASSETMARK, INC | 14 | 1 | 0.00% | 1.04% | 1.73% | Q3 2019 | Q3 2023 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 6 | 0.06% | 0.18% | 0.28% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.17% | 0.33% | 0.54% | Q1 2020 | Q3 2023 | 15 |
GREAT VALLEY ADVISOR GROUP, INC. | 15 | 15 | 1.24% | 2.01% | 2.59% | Q1 2020 | Q3 2023 | 15 |
FormulaFolio Investments, LLC | 15 | 15 | 0.66% | 2.29% | 5.96% | Q4 2017 | Q2 2021 | 15 |
Parsec Financial Management, Inc. | 15 | 15 | 0.07% | 0.30% | 0.40% | Q3 2019 | Q1 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.10% | 0.25% | Q2 2016 | Q4 2019 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.05% | 0.12% | 0.24% | Q1 2020 | Q3 2023 | 15 |
Wealth Enhancement & Preservation of GA, LLC | 15 | 15 | 6.28% | 9.98% | 22.92% | Q4 2019 | Q2 2023 | 15 |
Compass Ion Advisors, LLC | 14 | 1 | 1.06% | 4.04% | 14.23% | Q4 2019 | Q3 2023 | 15 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 15 | 15 | 0.05% | 1.07% | 2.04% | Q3 2018 | Q1 2022 | 15 |
Windsor Wealth Management, Inc. | 12 | 3 | 0.10% | 0.29% | 0.62% | Q2 2019 | Q3 2023 | 15 |
Schneider Downs Wealth Management Advisors, LP | 15 | 15 | 0.33% | 0.40% | 0.47% | Q1 2020 | Q3 2023 | 15 |
HBK Sorce Advisory LLC | 15 | 15 | 0.02% | 0.12% | 0.25% | Q1 2020 | Q3 2023 | 15 |
CAHABA WEALTH MANAGEMENT, INC. | 15 | 15 | 1.56% | 2.38% | 3.42% | Q1 2020 | Q3 2023 | 15 |
NOTTINGHAM ADVISORS, INC. | 15 | 15 | 0.02% | 2.09% | 4.28% | Q1 2020 | Q3 2023 | 15 |
S. R. Schill & Associates | 15 | 15 | 5.97% | 6.31% | 7.20% | Q1 2020 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 12 | 3 | 0.00% | 0.09% | 0.19% | Q4 2019 | Q3 2023 | 15 |
KEMPER Corp | 15 | 15 | 1.35% | 2.04% | 4.47% | Q2 2018 | Q4 2021 | 15 |
Strategic Blueprint, LLC | 15 | 15 | 1.97% | 4.54% | 6.23% | Q1 2020 | Q3 2023 | 15 |
INSPIRION WEALTH ADVISORS, LLC | 11 | 4 | 0.05% | 1.01% | 1.82% | Q1 2018 | Q3 2023 | 15 |
TFG Advisers LLC | 14 | 1 | 0.11% | 0.18% | 0.28% | Q4 2019 | Q3 2023 | 15 |
Horst & Graben Wealth Management LLC | 15 | 15 | 1.87% | 8.51% | 16.79% | Q1 2020 | Q3 2023 | 15 |
Stadion Money Management, LLC | 15 | 15 | 21.42% | 28.33% | 35.76% | Q1 2020 | Q3 2023 | 15 |
Stratos Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.57% | 1.04% | Q1 2020 | Q3 2023 | 15 |
Private Wealth Group, LLC | 15 | 15 | 11.34% | 24.08% | 36.11% | Q1 2020 | Q3 2023 | 15 |
SIGNATUREFD, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 14 |
WBH ADVISORY INC | 11 | 3 | 1.22% | 1.59% | 1.82% | Q1 2020 | Q3 2023 | 14 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 14 | 14 | 0.55% | 2.91% | 4.43% | Q2 2020 | Q3 2023 | 14 |
Paradigm Financial Partners, LLC | 14 | 14 | 0.06% | 0.29% | 0.50% | Q2 2020 | Q3 2023 | 14 |
Financial Advocates Investment Management | 14 | 14 | 0.14% | 1.00% | 2.31% | Q2 2020 | Q3 2023 | 14 |
WOLVERINE TRADING, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 14 |
CATALYST PRIVATE WEALTH, LLC | 14 | 14 | 1.30% | 1.84% | 2.61% | Q3 2020 | Q4 2023 | 14 |
Fusion Family Wealth LLC | 12 | 2 | 0.00% | 0.03% | 0.23% | Q2 2018 | Q3 2023 | 14 |
Provident Wealth Management, LLC | 14 | 14 | 0.07% | 0.11% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Diligent Investors, LLC | 14 | 14 | 0.09% | 0.21% | 0.39% | Q2 2020 | Q3 2023 | 14 |
AMERICAN CENTURY COMPANIES INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Wealth Advisory Solutions, LLC | 8 | 6 | 0.00% | 2.74% | 7.82% | Q4 2019 | Q2 2023 | 14 |
Walkner Condon Financial Advisors LLC | 7 | 7 | 3.66% | 6.52% | 12.22% | Q4 2019 | Q3 2023 | 14 |
HNP Capital LLC | 12 | 2 | 0.18% | 1.41% | 1.98% | Q3 2019 | Q1 2023 | 14 |
STIFEL FINANCIAL CORP | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.02% | 0.08% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.02% | 0.28% | 0.55% | Q2 2020 | Q3 2023 | 14 |
BLUESTEM FINANCIAL ADVISORS, LLC | 14 | 14 | 0.53% | 0.99% | 1.75% | Q2 2020 | Q3 2023 | 14 |
Aspire Private Capital, LLC | 14 | 14 | 0.06% | 1.74% | 6.76% | Q2 2020 | Q3 2023 | 14 |
Sigma Planning Corp | 14 | 14 | 0.01% | 0.03% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Veritable, L.P. | 14 | 14 | 0.09% | 0.12% | 0.21% | Q1 2020 | Q2 2023 | 14 |
Integrated Advisors Network LLC | 14 | 14 | 0.01% | 0.05% | 0.34% | Q2 2020 | Q3 2023 | 14 |
FAS Wealth Partners, Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 14 |
Dynamic Advisor Solutions LLC | 5 | 4 | 0.02% | 0.41% | 1.84% | Q4 2018 | Q3 2023 | 14 |
HBW ADVISORY SERVICES LLC | 14 | 14 | 0.11% | 0.15% | 0.30% | Q2 2020 | Q3 2023 | 14 |
AFFINIA FINANCIAL GROUP, LLC | 14 | 14 | 17.52% | 24.46% | 31.48% | Q1 2020 | Q2 2023 | 14 |
GenTrust, LLC | 13 | 13 | 0.21% | 2.66% | 6.87% | Q3 2020 | Q3 2023 | 13 |
JPMORGAN CHASE & CO | 7 | 6 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q3 2023 | 13 |
SPC Financial, Inc. | 13 | 13 | 0.59% | 1.07% | 1.63% | Q3 2020 | Q3 2023 | 13 |
Investors Research Corp | 13 | 13 | 0.13% | 1.24% | 2.09% | Q3 2020 | Q3 2023 | 13 |
Robertson Stephens Wealth Management, LLC | 13 | 13 | 0.05% | 0.10% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Truadvice, LLC | 13 | 13 | 1.02% | 1.42% | 2.45% | Q3 2020 | Q3 2023 | 13 |
Astor Investment Management LLC | 13 | 13 | 8.29% | 9.53% | 12.24% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.12% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Strategic Investment Advisors / MI | 9 | 4 | 0.10% | 0.47% | 2.24% | Q2 2020 | Q3 2023 | 13 |
55I, LLC | 11 | 2 | 0.26% | 3.60% | 7.64% | Q2 2019 | Q3 2022 | 13 |
Lenox Wealth Advisors, LLC | 13 | 13 | 0.02% | 3.20% | 5.57% | Q1 2019 | Q1 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.02% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 13 |
Outlook Wealth Advisors, LLC | 13 | 13 | 1.11% | 1.24% | 1.33% | Q3 2020 | Q3 2023 | 13 |
Bison Wealth, LLC | 11 | 2 | 0.00% | 0.19% | 1.49% | Q4 2019 | Q3 2023 | 13 |
Bank of New York Mellon Corp | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Sanchez Wealth Management Group | 13 | 13 | 0.38% | 0.49% | 0.68% | Q3 2020 | Q3 2023 | 13 |
Western Wealth Management, LLC | 8 | 5 | 0.30% | 0.91% | 1.39% | Q2 2020 | Q3 2023 | 13 |
Frontier Wealth Management LLC | 11 | 2 | 0.02% | 0.22% | 0.38% | Q2 2018 | Q2 2022 | 13 |
Kalos Management, Inc. | 10 | 3 | 0.10% | 0.24% | 0.40% | Q3 2019 | Q2 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.16% | 0.40% | 0.73% | Q4 2020 | Q4 2023 | 13 |
Intercontinental Wealth Advisors, LLC | 13 | 13 | 0.07% | 0.34% | 0.68% | Q2 2020 | Q2 2023 | 13 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
Bay Harbor Wealth Management, LLC | 10 | 3 | 0.02% | 0.37% | 1.43% | Q2 2020 | Q3 2023 | 13 |
JACOBSON & SCHMITT ADVISORS, LLC | 12 | 12 | 0.11% | 0.19% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Spectrum Planning & Advisory Services Inc. | 12 | 12 | 5.02% | 13.89% | 27.51% | Q4 2020 | Q3 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 1.00% | 2.86% | 4.14% | Q4 2020 | Q3 2023 | 12 |
Bridgeworth, LLC | 7 | 5 | 0.05% | 2.05% | 8.10% | Q3 2020 | Q3 2023 | 12 |
BALDWIN BROTHERS LLC/MA | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 12 |
Pinnacle Family Advisors, LLC | 12 | 12 | 0.84% | 1.44% | 1.91% | Q4 2020 | Q3 2023 | 12 |
Sargent Bickham Lagudis LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q4 2022 | 12 |
PFG Private Wealth Management, LLC | 11 | 1 | 0.01% | 0.11% | 0.24% | Q4 2019 | Q3 2023 | 12 |
Bell Rock Capital LLC | 12 | 12 | 0.02% | 0.29% | 0.51% | Q4 2017 | Q3 2020 | 12 |
One Wealth Advisors, LLC | 12 | 12 | 1.00% | 7.72% | 12.94% | Q4 2020 | Q3 2023 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 0.23% | 0.29% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Darwin Wealth Management, LLC | 11 | 1 | 0.04% | 0.26% | 0.61% | Q3 2018 | Q3 2021 | 12 |
STATE STREET CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 12 |
Voya Financial Advisors, Inc. | 6 | 6 | 0.05% | 0.28% | 0.72% | Q3 2017 | Q1 2021 | 12 |
Ciovacco Capital Management LLC | 12 | 12 | 1.34% | 4.08% | 17.75% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.47% | 0.61% | 0.69% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.04% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Brookstone Capital Management | 10 | 2 | 0.02% | 2.06% | 3.28% | Q3 2019 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.17% | 0.25% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.16% | 0.29% | 0.36% | Q4 2020 | Q3 2023 | 12 |
KWB Wealth | 12 | 12 | 10.60% | 13.44% | 14.98% | Q4 2020 | Q3 2023 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q4 2021 | 12 |
Facet Wealth, Inc. | 12 | 12 | 0.08% | 0.26% | 0.56% | Q4 2020 | Q3 2023 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 4.13% | 4.55% | 5.72% | Q4 2020 | Q3 2023 | 12 |
Baystate Wealth Management LLC | 12 | 12 | 0.01% | 0.55% | 1.21% | Q4 2020 | Q3 2023 | 12 |
USAdvisors Wealth Management, LLC | 12 | 12 | 0.43% | 5.20% | 6.64% | Q4 2020 | Q3 2023 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
FINANCIAL MANAGEMENT NETWORK INC | 12 | 12 | 0.31% | 0.48% | 0.61% | Q4 2020 | Q3 2023 | 12 |
Brown Financial Advisory | 12 | 12 | 20.26% | 29.79% | 37.87% | Q4 2020 | Q3 2023 | 12 |
FLC Capital Advisors | 12 | 12 | 0.29% | 2.47% | 6.59% | Q3 2020 | Q2 2023 | 12 |
Beta Wealth Group, Inc. | 12 | 12 | 4.53% | 5.58% | 6.45% | Q4 2020 | Q3 2023 | 12 |
Physician Wealth Advisors, Inc. | 12 | 12 | 4.20% | 7.53% | 11.76% | Q4 2020 | Q3 2023 | 12 |
RBF Capital, LLC | 12 | 12 | 0.60% | 0.69% | 0.76% | Q4 2020 | Q3 2023 | 12 |
Centennial Wealth Advisory LLC | 12 | 12 | 2.32% | 4.98% | 7.19% | Q4 2020 | Q3 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Bluesphere Advisors, LLC | 12 | 12 | 0.67% | 1.03% | 1.28% | Q4 2020 | Q3 2023 | 12 |
Orin Green Financial, LLC | 12 | 12 | 0.47% | 0.60% | 0.76% | Q4 2020 | Q3 2023 | 12 |
AGF Investments LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.20% | 0.37% | Q2 2020 | Q3 2023 | 12 |
Clearview Wealth Advisors LLC | 12 | 12 | 5.31% | 7.50% | 12.01% | Q4 2020 | Q3 2023 | 12 |
MJP ASSOCIATES INC /ADV | 12 | 12 | 0.06% | 0.95% | 2.03% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL COUNSELORS INC | 12 | 12 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Aveo Capital Partners, LLC | 11 | 1 | 0.67% | 1.17% | 2.04% | Q3 2020 | Q3 2023 | 12 |
GEODE CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Prostatis Group LLC | 11 | 1 | 0.09% | 0.70% | 1.98% | Q4 2019 | Q2 2023 | 12 |
Integrated Investment Consultants, LLC | 11 | 11 | 0.13% | 0.15% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Flagship Private Wealth, LLC | 8 | 3 | 0.05% | 0.21% | 0.44% | Q4 2020 | Q3 2023 | 11 |
FIRST HAWAIIAN BANK | 11 | 11 | 0.02% | 0.05% | 0.10% | Q3 2018 | Q1 2021 | 11 |
Crew Capital Management, Ltd. | 11 | 11 | 0.91% | 1.29% | 1.83% | Q1 2021 | Q3 2023 | 11 |
Destiny Wealth Partners, LLC | 9 | 2 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 11 |
ROOSEVELT INVESTMENT GROUP LLC | 11 | 11 | 0.26% | 0.82% | 1.31% | Q1 2020 | Q3 2022 | 11 |
Range Financial Group LLC | 11 | 11 | 1.72% | 2.23% | 3.47% | Q1 2021 | Q3 2023 | 11 |
Black Swift Group, LLC | 10 | 1 | 0.00% | 1.12% | 2.18% | Q3 2020 | Q2 2023 | 11 |
FIRETHORN WEALTH PARTNERS, LLC | 8 | 3 | 3.87% | 5.71% | 7.82% | Q4 2020 | Q3 2023 | 11 |
Golden State Wealth Management, LLC | 7 | 1 | 0.08% | 0.19% | 0.42% | Q1 2019 | Q1 2022 | 11 |
OPUS INVESTMENT MANAGEMENT INC | 11 | 11 | 0.10% | 0.16% | 0.36% | Q1 2021 | Q3 2023 | 11 |
Pinnacle Advisory Group, Inc. | 11 | 11 | 0.08% | 0.52% | 0.70% | Q3 2018 | Q1 2021 | 11 |
IFG Advisory, LLC | 11 | 11 | 0.17% | 0.26% | 0.38% | Q1 2021 | Q3 2023 | 11 |
Thrive Capital Management, LLC | 7 | 4 | 0.13% | 0.18% | 0.30% | Q4 2020 | Q3 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 10 | 1 | 0.00% | 1.44% | 2.10% | Q4 2020 | Q3 2023 | 11 |
Allworth Financial LP | 10 | 1 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 11 |
Center For Asset Management LLC | 9 | 2 | 0.25% | 0.86% | 1.56% | Q4 2020 | Q3 2023 | 11 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.24% | 1.14% | Q1 2015 | Q3 2023 | 11 |
LINCOLN NATIONAL CORP | 11 | 11 | 0.01% | 0.11% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Cedar Brook Financial Partners, LLC | 8 | 3 | 0.06% | 0.11% | 0.15% | Q2 2020 | Q2 2023 | 11 |
GREENLEAF TRUST | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
B. Riley Wealth Advisors, Inc. | 9 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 11 |
NWAM LLC | 11 | 11 | 0.02% | 0.20% | 0.63% | Q1 2021 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
TPG Financial Advisors, LLC | 11 | 11 | 0.14% | 0.17% | 0.20% | Q1 2021 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.01% | 1.68% | 2.97% | Q1 2018 | Q3 2020 | 11 |
ST GERMAIN D J CO INC | 8 | 3 | 0.03% | 2.87% | 5.64% | Q1 2021 | Q4 2023 | 11 |
J.W. COLE ADVISORS, INC. | 8 | 3 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 11 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
PACIFIC FINANCIAL GROUP INC | 6 | 1 | 0.05% | 1.15% | 3.56% | Q2 2019 | Q3 2023 | 11 |
Fortis Advisors, LLC | 7 | 1 | 0.06% | 0.16% | 0.26% | Q1 2020 | Q3 2023 | 11 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 11 | 11 | 0.03% | 1.50% | 2.26% | Q1 2020 | Q3 2022 | 11 |
Cypress Wealth Services, LLC | 11 | 11 | 0.05% | 1.17% | 4.21% | Q1 2021 | Q3 2023 | 11 |
VIRIDIAN RIA, LLC | 9 | 2 | 0.06% | 0.10% | 0.16% | Q2 2019 | Q1 2022 | 11 |
Jacobi Capital Management LLC | 10 | 1 | 0.01% | 0.11% | 0.91% | Q1 2020 | Q4 2022 | 11 |
Lloyd Advisory Services, LLC. | 10 | 1 | 0.06% | 13.61% | 24.43% | Q4 2019 | Q4 2022 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 11 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.46% | 0.73% | 0.96% | Q2 2020 | Q3 2023 | 11 |
Global Trust Asset Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.12% | Q1 2019 | Q3 2021 | 11 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
PFG Advisors | 10 | 10 | 0.09% | 0.30% | 0.43% | Q2 2021 | Q3 2023 | 10 |
F/M Investments LLC | 4 | 3 | 0.18% | 0.33% | 0.50% | Q4 2020 | Q3 2023 | 10 |
Fiduciary Planning LLC | 10 | 10 | 2.30% | 4.12% | 5.90% | Q2 2021 | Q3 2023 | 10 |
Providence Capital Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.03% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.23% | 0.57% | 0.91% | Q1 2021 | Q3 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q1 2023 | 10 |
Copperleaf Capital, LLC | 10 | 10 | 0.81% | 3.99% | 6.11% | Q2 2020 | Q3 2022 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Accurate Wealth Management, LLC | 10 | 10 | 0.13% | 0.23% | 0.29% | Q2 2021 | Q3 2023 | 10 |
Royal Fund Management, LLC | 10 | 10 | 0.05% | 1.99% | 3.41% | Q4 2017 | Q1 2020 | 10 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 10 | 10 | 0.14% | 1.74% | 3.28% | Q4 2017 | Q1 2020 | 10 |
Ten Capital Wealth Advisors, LLC | 6 | 4 | 0.00% | 0.41% | 1.18% | Q3 2020 | Q1 2023 | 10 |
FURE FINANCIAL CORP | 9 | 1 | 0.40% | 2.64% | 5.52% | Q4 2019 | Q3 2022 | 10 |
TWO SIGMA SECURITIES, LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 10 |
Ellis Investment Partners, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 10 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 10 |
Betterment LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 10 |
Westside Investment Management, Inc. | 10 | 10 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q3 2023 | 10 |
HORIZON FINANCIAL SERVICES, LLC | 10 | 10 | 0.29% | 0.41% | 0.58% | Q2 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.13% | 0.41% | 1.17% | Q4 2020 | Q3 2023 | 10 |
COLONY GROUP LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
PENOBSCOT WEALTH MANAGEMENT | 10 | 10 | 10.55% | 13.91% | 16.52% | Q2 2021 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q2 2022 | 10 |
New England Investment & Retirement Group, Inc. | 9 | 1 | 0.92% | 1.73% | 2.47% | Q4 2018 | Q3 2021 | 10 |
SEI INVESTMENTS CO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 6.95% | 11.39% | 16.85% | Q4 2020 | Q3 2023 | 10 |
Savior LLC | 10 | 10 | 0.01% | 0.15% | 0.33% | Q4 2019 | Q1 2022 | 10 |
LEGG MASON, INC. | 10 | 10 | 0.19% | 22.32% | 45.36% | Q1 2018 | Q2 2020 | 10 |
GM Advisory Group, LLC | 10 | 10 | 0.11% | 6.54% | 11.87% | Q2 2021 | Q3 2023 | 10 |
MBE Wealth Management, LLC | 10 | 10 | 0.12% | 0.34% | 0.76% | Q2 2021 | Q3 2023 | 10 |
BLAIR WILLIAM & CO/IL | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CSM Advisors, LLC | 10 | 10 | 0.46% | 1.40% | 2.58% | Q2 2021 | Q3 2023 | 10 |
Community Bank, N.A. | 9 | 1 | 0.04% | 0.16% | 0.45% | Q1 2020 | Q3 2023 | 10 |
McClarren Financial Advisors, Inc. | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Derbend Asset Management | 9 | 9 | 0.20% | 0.45% | 0.87% | Q2 2021 | Q2 2023 | 9 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.05% | 0.12% | Q2 2019 | Q4 2021 | 9 |
Qube Research & Technologies Ltd | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Valeo Financial Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 9 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 9 | 9 | 1.04% | 1.24% | 1.80% | Q1 2018 | Q1 2020 | 9 |
Princeton Global Asset Management LLC | 7 | 2 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 9 |
OLD SECOND NATIONAL BANK OF AURORA | 7 | 2 | 0.00% | 0.02% | 0.08% | Q2 2021 | Q3 2023 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 0.20% | 0.37% | 1.03% | Q4 2020 | Q4 2022 | 9 |
Glassman Wealth Services | 9 | 9 | 0.00% | 0.01% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Vickerman Investment Advisors, Inc. | 9 | 9 | 1.10% | 1.29% | 1.62% | Q3 2021 | Q3 2023 | 9 |
Sugarloaf Wealth Management, LLC | 9 | 9 | 0.03% | 2.67% | 4.54% | Q3 2021 | Q3 2023 | 9 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.03% | 0.18% | 0.63% | Q3 2020 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 2.77% | 2.94% | 3.29% | Q3 2021 | Q3 2023 | 9 |
ODonnell Financial Services, LLC | 9 | 9 | 0.12% | 5.97% | 15.19% | Q3 2021 | Q3 2023 | 9 |
Advisor Resource Council | 9 | 9 | 0.16% | 1.56% | 4.87% | Q2 2021 | Q2 2023 | 9 |
Zurich Insurance Group Ltd/FI | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Snowden Capital Advisors LLC | 8 | 1 | 0.66% | 1.01% | 1.34% | Q2 2021 | Q3 2023 | 9 |
TNF LLC | 9 | 9 | 4.18% | 6.02% | 7.90% | Q3 2021 | Q3 2023 | 9 |
FRONTIER INVESTMENT MGMT CO | 9 | 9 | 0.04% | 0.31% | 0.38% | Q1 2018 | Q1 2020 | 9 |
CHURCHILL MANAGEMENT Corp | 5 | 4 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 9 |
PEAK FINANCIAL ADVISORS LLC | 9 | 9 | 0.23% | 0.35% | 0.45% | Q3 2021 | Q3 2023 | 9 |
Mayflower Financial Advisors, LLC | 9 | 9 | 0.05% | 1.43% | 2.64% | Q3 2021 | Q3 2023 | 9 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 9 |
VIVID FINANCIAL MANAGEMENT, INC. | 9 | 9 | 6.03% | 8.68% | 11.56% | Q4 2019 | Q4 2021 | 9 |
Fulcrum Equity Management | 8 | 1 | 0.01% | 0.23% | 0.40% | Q3 2019 | Q3 2023 | 9 |
Concorde Asset Management, LLC | 9 | 9 | 0.42% | 0.72% | 1.07% | Q1 2018 | Q1 2020 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 9 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 8 | 1 | 0.00% | 1.17% | 1.86% | Q1 2016 | Q4 2020 | 9 |
Ancora Advisors LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Virtue Capital Management, LLC | 8 | 1 | 0.07% | 0.85% | 6.96% | Q4 2019 | Q3 2023 | 9 |
Capital Asset Advisory Services LLC | 4 | 1 | 0.00% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 9 |
Northstar Group, Inc. | 9 | 9 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q3 2023 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 4 | 0.00% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 9 |
GoalVest Advisory LLC | 8 | 1 | 0.00% | 0.21% | 0.57% | Q4 2020 | Q4 2023 | 9 |
Tennessee Valley Asset Management Partners | 9 | 9 | 0.08% | 11.93% | 28.34% | Q3 2021 | Q3 2023 | 9 |
MONECO Advisors, LLC | 9 | 9 | 0.21% | 0.62% | 1.43% | Q3 2021 | Q3 2023 | 9 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 9 | 9 | 0.00% | 0.04% | 0.10% | Q4 2017 | Q4 2019 | 9 |
Vestmark Advisory Solutions, Inc. | 9 | 9 | 0.12% | 0.38% | 1.07% | Q3 2021 | Q3 2023 | 9 |
Clearstead Advisors, LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Dentgroup LLC | 9 | 9 | 0.56% | 2.65% | 7.52% | Q4 2021 | Q4 2023 | 9 |
NORTHWEST WEALTH MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.24% | 0.52% | Q1 2018 | Q4 2019 | 8 |
FRANKLIN RESOURCES INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Horizon Wealth Management, LLC | 8 | 8 | 2.46% | 7.57% | 18.20% | Q4 2021 | Q3 2023 | 8 |
Montz Harcus Wealth Management LLC | 8 | 8 | 15.29% | 15.56% | 16.08% | Q4 2021 | Q3 2023 | 8 |
BARCLAYS PLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
CERTUITY, LLC | 8 | 8 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Valmark Advisers, Inc. | 8 | 8 | 0.01% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.32% | 3.96% | 5.78% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.63% | 0.85% | 1.60% | Q4 2021 | Q3 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.06% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Copperwynd Financial, LLC | 3 | 1 | 0.34% | 4.69% | 9.93% | Q4 2017 | Q3 2022 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 5.84% | 6.36% | 7.35% | Q4 2021 | Q3 2023 | 8 |
Paragon Wealth Strategies, LLC | 8 | 8 | 0.54% | 0.81% | 1.20% | Q1 2018 | Q4 2019 | 8 |
Advance Capital Management, Inc. | 8 | 8 | 3.84% | 6.20% | 10.94% | Q4 2021 | Q3 2023 | 8 |
MAS Advisors LLC | 8 | 8 | 1.02% | 1.47% | 1.76% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
My Personal CFO, LLC | 8 | 8 | 1.22% | 1.46% | 1.91% | Q4 2021 | Q3 2023 | 8 |
Barnett & Company, Inc. | 6 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2021 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.15% | 0.93% | 2.43% | Q4 2021 | Q3 2023 | 8 |
Bull Oak Capital, LLC | 8 | 8 | 13.50% | 16.49% | 24.28% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Flower City Capital | 8 | 8 | 1.08% | 1.28% | 1.64% | Q4 2021 | Q3 2023 | 8 |
Simplicity Wealth,LLC | 8 | 8 | 0.30% | 1.14% | 2.28% | Q4 2021 | Q3 2023 | 8 |
Buttonwood Financial Group, LLC | 8 | 8 | 21.84% | 29.39% | 35.15% | Q1 2022 | Q4 2023 | 8 |
CAHILL FINANCIAL ADVISORS INC | 8 | 8 | 0.05% | 0.20% | 0.37% | Q1 2021 | Q4 2022 | 8 |
D.A. DAVIDSON & CO. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.15% | 0.29% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.06% | 0.10% | 0.30% | Q4 2021 | Q3 2023 | 8 |
SUTTON PLACE INVESTORS LLC | 8 | 8 | 6.13% | 6.90% | 8.83% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 1.28% | 2.08% | 3.11% | Q4 2021 | Q3 2023 | 8 |
CLARIS ADVISORS, LLC / MO / | 8 | 8 | 0.16% | 0.24% | 0.31% | Q4 2021 | Q3 2023 | 8 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 8 | 8 | 0.74% | 0.81% | 0.89% | Q4 2021 | Q3 2023 | 8 |
BlackDiamond Wealth Management, LLC | 8 | 8 | 4.36% | 4.95% | 5.61% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MGO ONE SEVEN LLC | 8 | 8 | 0.02% | 0.13% | 0.64% | Q4 2021 | Q3 2023 | 8 |
MKT Advisors LLC | 8 | 8 | 0.52% | 0.89% | 1.14% | Q4 2021 | Q3 2023 | 8 |
BANK HAPOALIM BM | 7 | 1 | 0.80% | 1.43% | 1.76% | Q2 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.48% | 0.81% | 2.30% | Q4 2021 | Q3 2023 | 8 |
ETF Store, Inc. | 8 | 8 | 0.32% | 0.42% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Morling Financial Advisors, LLC | 8 | 8 | 6.21% | 7.37% | 9.21% | Q4 2021 | Q3 2023 | 8 |
West Wealth Group, LLC | 8 | 8 | 16.24% | 23.36% | 29.62% | Q4 2021 | Q3 2023 | 8 |
Inspire Advisors, LLC | 8 | 8 | 0.06% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 1.79% | 2.59% | 3.34% | Q4 2021 | Q3 2023 | 8 |
Amundi | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Crown Wealth Group, LLC | 8 | 8 | 5.75% | 15.17% | 19.20% | Q4 2021 | Q3 2023 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 0.19% | 0.86% | 1.27% | Q4 2021 | Q3 2023 | 8 |
Midwest Heritage Bank, FSB | 8 | 8 | 3.02% | 4.53% | 6.21% | Q4 2021 | Q3 2023 | 8 |
INSIGHT 2811, INC. | 7 | 1 | 0.14% | 0.19% | 0.24% | Q4 2019 | Q1 2022 | 8 |
WESTERN FINANCIAL Corp | 8 | 8 | 0.32% | 0.65% | 1.18% | Q4 2020 | Q3 2022 | 8 |
Financial Futures Ltd Liability Co. | 8 | 8 | 7.02% | 9.26% | 12.08% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.29% | 0.45% | 0.95% | Q4 2021 | Q3 2023 | 8 |
TCWP LLC | 8 | 8 | 1.23% | 3.17% | 6.80% | Q4 2021 | Q3 2023 | 8 |
Carroll Financial Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
MY Wealth Management Inc. | 8 | 8 | 0.34% | 0.38% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Stegent Equity Advisors, Inc. | 8 | 8 | 1.28% | 1.64% | 2.14% | Q4 2021 | Q3 2023 | 8 |
Helen Stephens Group, LLC | 8 | 8 | 0.92% | 1.36% | 2.88% | Q4 2021 | Q3 2023 | 8 |
3EDGE Asset Management, LP | 2 | 1 | 0.00% | 0.04% | 0.14% | Q2 2022 | Q3 2023 | 8 |
Landmark Wealth Management, LLC | 8 | 8 | 0.50% | 0.69% | 1.09% | Q4 2021 | Q3 2023 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 2.49% | 3.13% | 3.84% | Q4 2021 | Q3 2023 | 8 |
FINANCIAL ADVISORY PARTNERS, LLC | 8 | 8 | 0.15% | 0.38% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Gladstone Institutional Advisory LLC | 8 | 8 | 0.03% | 1.22% | 3.12% | Q4 2021 | Q3 2023 | 8 |
DENVER WEALTH MANAGEMENT, INC. | 6 | 1 | 6.08% | 9.27% | 13.38% | Q1 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.10% | 1.12% | 1.67% | Q4 2021 | Q3 2023 | 8 |
Jackson, Grant Investment Advisers, Inc. | 8 | 8 | 0.02% | 0.90% | 1.88% | Q4 2021 | Q3 2023 | 8 |
Wealth Advisors of Iowa, LLC | 8 | 8 | 0.35% | 13.16% | 21.95% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 10.95% | 13.18% | 14.34% | Q4 2021 | Q3 2023 | 8 |
Invst, LLC | 5 | 3 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 8 |
Advisor OS, LLC | 8 | 8 | 0.61% | 0.93% | 1.33% | Q4 2021 | Q3 2023 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.19% | 0.27% | Q1 2022 | Q3 2023 | 8 |
Wechter Feldman Wealth Management, Inc. | 8 | 8 | 0.15% | 0.74% | 1.16% | Q1 2018 | Q4 2019 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 1.11% | 1.14% | 1.17% | Q4 2021 | Q3 2023 | 8 |
MCDONALD PARTNERS LLC | 4 | 3 | 0.06% | 0.10% | 0.15% | Q4 2020 | Q3 2022 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.01% | 0.04% | 0.25% | Q1 2022 | Q3 2023 | 7 |
WHITTIER TRUST CO | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Investments & Financial Planning, LLC | 4 | 3 | 0.84% | 0.95% | 1.11% | Q4 2021 | Q3 2023 | 7 |
U.S. Capital Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.51% | 3.16% | 6.29% | Q1 2022 | Q3 2023 | 7 |
Canal Capital Management, LLC | 7 | 7 | 0.43% | 0.71% | 1.14% | Q1 2018 | Q3 2019 | 7 |
Fragasso Group Inc. | 7 | 7 | 0.08% | 0.31% | 0.53% | Q2 2022 | Q4 2023 | 7 |
HWG Holdings LP | 6 | 1 | 0.03% | 0.43% | 1.27% | Q1 2022 | Q4 2023 | 7 |
Safeguard Financial, LLC | 7 | 7 | 0.60% | 1.17% | 2.38% | Q1 2022 | Q3 2023 | 7 |
Empirical Asset Management, LLC | 7 | 7 | 0.22% | 0.26% | 0.45% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.03% | 0.21% | 1.10% | Q1 2022 | Q3 2023 | 7 |
Keel Point, LLC | 7 | 7 | 3.79% | 3.90% | 4.07% | Q1 2022 | Q3 2023 | 7 |
Quantitative Advantage, LLC | 7 | 7 | 0.07% | 0.09% | 0.13% | Q3 2021 | Q1 2023 | 7 |
CAROLINAS WEALTH CONSULTING LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TCG Advisors, LP | 7 | 7 | 0.16% | 0.38% | 0.63% | Q4 2018 | Q2 2020 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 2.03% | 2.31% | 2.59% | Q4 2021 | Q2 2023 | 7 |
New Perspectives, Inc | 7 | 7 | 27.24% | 28.17% | 29.35% | Q2 2021 | Q4 2022 | 7 |
Traynor Capital Management, Inc. | 4 | 3 | 0.09% | 0.15% | 0.21% | Q1 2021 | Q3 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.14% | 0.16% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.27% | 0.67% | 1.09% | Q1 2022 | Q3 2023 | 7 |
Janney Montgomery Scott LLC | 5 | 2 | 0.00% | 0.05% | 0.13% | Q4 2021 | Q3 2023 | 7 |
Narus Financial Partners, LLC | 7 | 7 | 0.52% | 0.60% | 0.76% | Q1 2022 | Q3 2023 | 7 |
ACG Wealth | 7 | 7 | 0.04% | 0.21% | 0.31% | Q3 2018 | Q1 2020 | 7 |
Summit Global Investments | 7 | 7 | 0.21% | 0.76% | 1.32% | Q1 2022 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.03% | 0.43% | 0.55% | Q3 2020 | Q3 2023 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sequoia Financial Advisors, LLC | 7 | 7 | 0.30% | 0.40% | 0.52% | Q1 2022 | Q3 2023 | 7 |
MATHER GROUP, LLC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.13% | 0.18% | 0.34% | Q1 2022 | Q3 2023 | 7 |
VERUS CAPITAL PARTNERS, LLC | 4 | 1 | 0.03% | 0.11% | 0.42% | Q4 2019 | Q3 2023 | 7 |
Omnia Family Wealth, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 0.45% | 0.50% | 0.61% | Q1 2022 | Q3 2023 | 7 |
Magnus Financial Group LLC | 4 | 3 | 0.02% | 0.09% | 0.14% | Q3 2020 | Q3 2023 | 7 |
Smart Money Group LLC | 7 | 7 | 2.91% | 3.65% | 4.54% | Q1 2019 | Q3 2020 | 7 |
Bensler, LLC | 7 | 7 | 0.08% | 0.41% | 0.62% | Q1 2022 | Q3 2023 | 7 |
TrueWealth Advisors, LLC | 6 | 1 | 0.34% | 0.44% | 0.53% | Q1 2021 | Q3 2023 | 7 |
MOTCO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q4 2021 | 7 |
Echo Wealth Management, LLC | 7 | 7 | 0.70% | 0.85% | 1.14% | Q4 2020 | Q2 2022 | 7 |
Strategic Wealth Investment Group, LLC | 7 | 7 | 0.05% | 0.10% | 0.17% | Q1 2022 | Q3 2023 | 7 |
BEACON FINANCIAL GROUP | 7 | 7 | 0.08% | 0.18% | 0.22% | Q1 2022 | Q3 2023 | 7 |
FARMERS & MERCHANTS INVESTMENTS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
LVM CAPITAL MANAGEMENT LTD/MI | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q1 2021 | 7 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 5 | 2 | 8.98% | 10.99% | 12.06% | Q4 2021 | Q3 2023 | 7 |
9258 Wealth Management, LLC | 7 | 7 | 1.04% | 2.17% | 2.70% | Q1 2022 | Q3 2023 | 7 |
Accel Wealth Management | 5 | 2 | 0.00% | 0.06% | 0.11% | Q4 2020 | Q1 2023 | 7 |
Smithfield Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 6 | 1 | 0.44% | 0.62% | 0.81% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Versant Capital Management, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.19% | 0.56% | 0.81% | Q1 2022 | Q3 2023 | 7 |
Wealthspire Advisors, LLC | 6 | 1 | 0.71% | 0.77% | 0.85% | Q3 2021 | Q3 2023 | 7 |
Colonial River Wealth Management, LLC | 7 | 7 | 0.27% | 3.28% | 6.31% | Q1 2022 | Q3 2023 | 7 |
Chessman Wealth Strategies RIA | 7 | 7 | 0.09% | 5.78% | 9.52% | Q4 2017 | Q2 2019 | 7 |
MATRIX PRIVATE CAPITAL GROUP LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Linscomb & Williams, Inc. | 3 | 1 | 0.01% | 0.18% | 0.52% | Q4 2019 | Q4 2022 | 6 |
KMG FIDUCIARY PARTNERS, LLC | 6 | 6 | 0.12% | 1.28% | 1.75% | Q2 2022 | Q3 2023 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.10% | 0.13% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.38% | 0.82% | 0.99% | Q4 2019 | Q3 2021 | 6 |
TRUST CO OF VERMONT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
Edgemoor Investment Advisors, Inc. | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.14% | 0.20% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Foundations Investment Advisors, LLC | 4 | 2 | 0.05% | 0.38% | 1.86% | Q2 2018 | Q3 2023 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
ProVise Management Group, LLC | 4 | 2 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 6 |
EPG Wealth Management LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
MBM Wealth Consultants, LLC | 6 | 6 | 0.43% | 0.58% | 0.79% | Q2 2022 | Q3 2023 | 6 |
OXFORD FINANCIAL GROUP, LTD. LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.03% | 0.66% | 1.04% | Q2 2022 | Q3 2023 | 6 |
Altrius Capital Management Inc | 6 | 6 | 0.23% | 0.33% | 0.45% | Q2 2022 | Q3 2023 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 1.06% | 1.19% | 1.43% | Q2 2022 | Q3 2023 | 6 |
WIN ADVISORS, INC | 6 | 6 | 0.01% | 0.63% | 2.55% | Q4 2021 | Q1 2023 | 6 |
BerganKDV Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 6 |
LBMC INVESTMENT ADVISORS, LLC | 6 | 6 | 0.03% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
QCM Cayman, Ltd. | 3 | 1 | 1.44% | 2.80% | 5.92% | Q2 2020 | Q3 2022 | 6 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 6 |
Navigation Wealth Management, Inc. | 4 | 2 | 0.02% | 3.74% | 11.44% | Q1 2021 | Q3 2022 | 6 |
Certified Advisory Corp | 5 | 1 | 0.01% | 0.02% | 0.08% | Q2 2019 | Q1 2021 | 6 |
Freedom Day Solutions, LLC | 4 | 2 | 0.09% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.56% | 0.90% | 1.52% | Q2 2021 | Q4 2022 | 6 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 6 | 6 | 0.53% | 0.56% | 0.62% | Q2 2022 | Q3 2023 | 6 |
Wealth & Pension Services Group, Inc. | 6 | 6 | 5.07% | 7.19% | 11.93% | Q2 2018 | Q3 2019 | 6 |
SouthState Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Sculati Wealth Management, LLC | 6 | 6 | 0.24% | 0.32% | 0.40% | Q1 2020 | Q2 2021 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
WOLFF WIESE MAGANA LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
All Terrain Financial Advisors, LLC | 6 | 6 | 0.08% | 0.10% | 0.12% | Q1 2018 | Q2 2019 | 6 |
Newman & Schimel, LLC | 6 | 6 | 0.16% | 0.91% | 2.04% | Q3 2021 | Q4 2022 | 6 |
Founders Financial Alliance, LLC | 6 | 6 | 0.02% | 0.06% | 0.13% | Q2 2022 | Q3 2023 | 6 |
PRINCIPAL FINANCIAL GROUP INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
NSI Retail Advisors, LLC | 3 | 3 | 1.58% | 2.72% | 3.92% | Q2 2021 | Q3 2023 | 6 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.15% | 0.26% | 0.37% | Q1 2023 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Independent Advisor Alliance | 6 | 6 | 0.00% | 0.21% | 0.50% | Q2 2019 | Q3 2020 | 6 |
Hochman Cole Investment Advisors, Inc. | 6 | 6 | 0.20% | 0.21% | 0.22% | Q4 2015 | Q1 2017 | 6 |
Kavar Capital Partners, LLC | 6 | 6 | 0.03% | 0.26% | 0.39% | Q2 2019 | Q3 2020 | 6 |
Capstone Triton Financial Group, LLC | 6 | 6 | 1.67% | 1.82% | 1.98% | Q2 2022 | Q3 2023 | 6 |
Highland Financial Advisors, LLC | 6 | 6 | 8.80% | 9.46% | 10.95% | Q2 2022 | Q3 2023 | 6 |
HOWE & RUSLING INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
AFFINITY WEALTH MANAGEMENT LLC | 6 | 6 | 0.46% | 0.66% | 1.12% | Q4 2018 | Q1 2020 | 6 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 6 | 6 | 0.00% | 3.35% | 20.04% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Syntal Capital Partners, LLC | 6 | 6 | 0.41% | 1.34% | 2.87% | Q3 2021 | Q4 2022 | 6 |
CYPRESS FINANCIAL PLANNING LLC | 6 | 6 | 0.33% | 0.38% | 0.42% | Q2 2022 | Q3 2023 | 6 |
First Ascent Asset Management, LLC | 3 | 3 | 0.15% | 3.15% | 9.41% | Q4 2019 | Q2 2023 | 6 |
Ameraudi Asset Management, Inc. | 6 | 6 | 1.63% | 1.87% | 2.15% | Q3 2020 | Q4 2021 | 6 |
FORVIS Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.04% | 0.08% | 0.16% | Q1 2022 | Q2 2023 | 6 |
EATON VANCE MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
OPTIMUM INVESTMENT ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Intrua Financial, LLC | 5 | 5 | 0.04% | 0.13% | 0.28% | Q1 2021 | Q1 2022 | 5 |
Braun-Bostich & Associates Inc. | 4 | 1 | 0.02% | 0.53% | 2.52% | Q4 2019 | Q3 2023 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.15% | 0.27% | Q4 2015 | Q4 2016 | 5 |
TAIYO LIFE INSURANCE CO | 5 | 5 | 6.26% | 7.42% | 8.00% | Q3 2022 | Q3 2023 | 5 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5 | 5 | 0.23% | 0.43% | 0.64% | Q3 2022 | Q3 2023 | 5 |
Berkeley Capital Partners, LLC | 4 | 1 | 0.14% | 0.27% | 0.36% | Q4 2020 | Q1 2022 | 5 |
TWO SIGMA INVESTMENTS, LP | 3 | 2 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 5 |
HOHIMER WEALTH MANAGEMENT, LLC | 5 | 5 | 0.08% | 0.15% | 0.21% | Q4 2021 | Q4 2022 | 5 |
MOSELEY INVESTMENT MANAGEMENT INC | 5 | 5 | 0.30% | 0.38% | 0.48% | Q1 2019 | Q1 2020 | 5 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 5 | 5 | 1.04% | 1.33% | 1.54% | Q3 2022 | Q3 2023 | 5 |
NCM Capital Management, LLC | 4 | 1 | 0.20% | 0.21% | 0.23% | Q1 2022 | Q2 2023 | 5 |
Topel & Distasi Wealth Management, LLC | 5 | 5 | 1.07% | 1.16% | 1.23% | Q4 2021 | Q4 2022 | 5 |
Johnson Financial Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Barber Financial Group, Inc. | 5 | 5 | 0.05% | 0.14% | 0.20% | Q4 2018 | Q4 2019 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 3.20% | 3.58% | 4.42% | Q4 2022 | Q4 2023 | 5 |
FinTrust Capital Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SMI Advisory Services, LLC | 4 | 1 | 0.17% | 0.21% | 0.36% | Q2 2022 | Q3 2023 | 5 |
TOTH FINANCIAL ADVISORY CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Burt Wealth Advisors | 4 | 1 | 0.04% | 0.09% | 0.25% | Q1 2020 | Q3 2022 | 5 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 5 |
Pacific Edge Advisors, LLC | 5 | 5 | 1.12% | 1.58% | 3.32% | Q4 2018 | Q4 2019 | 5 |
Goodman Advisory Group, LLC | 3 | 2 | 0.00% | 2.99% | 8.25% | Q2 2022 | Q3 2023 | 5 |
Buckingham Capital Management, Inc. | 5 | 5 | 0.04% | 0.29% | 0.40% | Q3 2022 | Q3 2023 | 5 |
Covington Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
INNEALTA CAPITAL, LLC | 5 | 5 | 0.14% | 0.15% | 0.15% | Q2 2022 | Q2 2023 | 5 |
City State Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 5 |
M&R CAPITAL MANAGEMENT INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q4 2023 | 5 |
Personal Wealth Partners | 5 | 5 | 3.62% | 6.87% | 8.65% | Q1 2021 | Q1 2022 | 5 |
Allianz Asset Management GmbH | 5 | 5 | 0.00% | 0.00% | 0.02% | Q3 2022 | Q3 2023 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 5.64% | 6.21% | 7.40% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 5.97% | 7.10% | 7.67% | Q3 2021 | Q3 2022 | 5 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 5 | 5 | 0.45% | 0.68% | 1.30% | Q3 2022 | Q3 2023 | 5 |
Wayfinding Financial, LLC | 5 | 5 | 0.84% | 0.98% | 1.15% | Q4 2021 | Q4 2022 | 5 |
Eldridge Investment Advisors, Inc. | 5 | 5 | 0.83% | 1.89% | 3.77% | Q3 2022 | Q3 2023 | 5 |
Visionary Wealth Advisors | 5 | 5 | 0.03% | 0.42% | 0.94% | Q4 2019 | Q4 2020 | 5 |
TCG Advisory Services, LLC | 5 | 5 | 0.05% | 0.07% | 0.11% | Q4 2020 | Q4 2021 | 5 |
Anchor Investment Management, LLC | 5 | 5 | 0.00% | 0.02% | 0.06% | Q4 2022 | Q4 2023 | 5 |
GOULD ASSET MANAGEMENT LLC /CA/ | 5 | 5 | 0.53% | 0.55% | 0.56% | Q4 2018 | Q4 2019 | 5 |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 5 | 5 | 0.55% | 0.61% | 0.68% | Q4 2020 | Q4 2021 | 5 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Acropolis Investment Management, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 5 |
AMJ Financial Wealth Management | 5 | 5 | 0.27% | 0.39% | 0.64% | Q4 2019 | Q4 2020 | 5 |
Hayden Royal, LLC | 2 | 1 | 2.21% | 2.78% | 3.30% | Q4 2019 | Q2 2021 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Tempus Wealth Planning, LLC | 5 | 5 | 0.11% | 0.13% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Sterling Investment Advisors, Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Truvestments Capital LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Crestwood Advisors Group, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 5 |
Running Point Capital Advisors, LLC | 5 | 5 | 0.10% | 0.24% | 0.29% | Q4 2020 | Q4 2021 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.28% | 0.32% | 0.36% | Q4 2018 | Q4 2019 | 5 |
MCF Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 5 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.01% | 0.22% | 0.39% | Q1 2022 | Q4 2023 | 5 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.07% | 0.30% | Q4 2018 | Q3 2021 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.44% | 0.48% | 0.54% | Q4 2021 | Q4 2022 | 5 |
Adams Wealth Management | 5 | 5 | 2.42% | 5.12% | 7.14% | Q3 2022 | Q3 2023 | 5 |
INR ADVISORY SERVICES LLC | 5 | 5 | 0.03% | 0.11% | 0.22% | Q1 2018 | Q1 2019 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.30% | 0.43% | 0.71% | Q4 2022 | Q4 2023 | 5 |
B. Riley Wealth Management, Inc. | 5 | 5 | 0.00% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 5 |
TCI Wealth Advisors, Inc. | 3 | 2 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2022 | 5 |
Capital CS Group, LLC | 5 | 5 | 0.24% | 0.96% | 2.39% | Q1 2021 | Q1 2022 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BOKF, NA | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 5 |
Radnor Capital Management, LLC | 3 | 1 | 0.07% | 0.10% | 0.14% | Q2 2022 | Q2 2023 | 4 |
Prosperity Financial Group, Inc. | 4 | 4 | 0.32% | 0.38% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Jefferies Group LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.73% | 1.66% | 1.98% | Q4 2022 | Q3 2023 | 4 |
Selective Wealth Management, Inc. | 3 | 1 | 0.00% | 0.14% | 0.54% | Q1 2022 | Q4 2023 | 4 |
Cribstone Capital Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
Archer Investment Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 2.54% | 2.62% | 2.68% | Q4 2022 | Q3 2023 | 4 |
Venture Visionary Partners LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 3.32% | 3.40% | 3.49% | Q4 2022 | Q3 2023 | 4 |
SOA Wealth Advisors, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Cerro Pacific Wealth Advisors LLC | 4 | 4 | 0.14% | 0.16% | 0.19% | Q2 2021 | Q1 2022 | 4 |
Lido Advisors, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q2 2023 | 4 |
Metis Global Partners, LLC | 2 | 1 | 0.02% | 0.15% | 0.41% | Q4 2021 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.77% | 0.85% | 0.95% | Q4 2022 | Q3 2023 | 4 |
Heartwood Wealth Advisors LLC | 4 | 4 | 0.04% | 0.06% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Insight Wealth Strategies, LLC | 4 | 4 | 0.08% | 0.23% | 0.34% | Q4 2020 | Q3 2021 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.07% | 0.23% | 0.55% | Q4 2022 | Q3 2023 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 0.20% | 0.23% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 12.38% | 14.53% | 16.12% | Q4 2022 | Q3 2023 | 4 |
Garrett Wealth Advisory Group, LLC | 4 | 4 | 0.90% | 7.96% | 11.74% | Q3 2021 | Q2 2022 | 4 |
EP Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Quadrant Private Wealth Management, LLC | 4 | 4 | 1.22% | 1.57% | 1.96% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 1 | 0.01% | 0.33% | 1.28% | Q3 2022 | Q3 2023 | 4 |
FORT PITT CAPITAL GROUP, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q4 2022 | 4 |
Stokes Family Office, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 4 |
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 4 | 4 | 31.06% | 32.44% | 36.50% | Q4 2022 | Q3 2023 | 4 |
PITTENGER & ANDERSON INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
YHB Investment Advisors, Inc. | 4 | 4 | 0.02% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Santori & Peters, Inc. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 0.62% | 0.67% | 0.75% | Q4 2022 | Q3 2023 | 4 |
SeaCrest Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.41% | 0.45% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Rooted Wealth Advisors, Inc. | 4 | 4 | 1.28% | 7.96% | 14.95% | Q4 2022 | Q3 2023 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 0.28% | 0.31% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Sandy Spring Bank | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 4 |
Treasure Coast Financial Planning | 4 | 4 | 0.90% | 0.92% | 0.94% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 1.90% | 2.12% | 2.26% | Q4 2022 | Q3 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.22% | 0.35% | 0.61% | Q4 2022 | Q3 2023 | 4 |
Corsicana & Co. | 4 | 4 | 0.11% | 0.25% | 0.31% | Q4 2021 | Q3 2022 | 4 |
Luken Investment Analytics, LLC | 4 | 4 | 1.03% | 4.07% | 7.14% | Q4 2022 | Q3 2023 | 4 |
TCP Asset Management, LLC | 4 | 4 | 0.47% | 0.64% | 0.96% | Q4 2022 | Q3 2023 | 4 |
FREEDOM WEALTH ALLIANCE, LLC | 4 | 4 | 2.83% | 5.78% | 8.74% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.10% | 0.16% | 0.23% | Q4 2022 | Q3 2023 | 4 |
SFG Wealth Management, LLC. | 2 | 2 | 0.41% | 1.39% | 2.46% | Q4 2021 | Q3 2023 | 4 |
Concord Wealth Partners | 4 | 4 | 0.00% | 0.03% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Hardy Reed LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.98% | 1.02% | 1.05% | Q4 2022 | Q3 2023 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 4 |
Cresset Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.01% | 0.34% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Apella Capital, LLC | 3 | 1 | 0.10% | 0.16% | 0.18% | Q4 2022 | Q4 2023 | 4 |
PRUDENTIAL FINANCIAL INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
TWO SIGMA ADVISERS, LP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Straight Path Wealth Management | 4 | 4 | 0.20% | 0.24% | 0.26% | Q4 2021 | Q3 2022 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 0.26% | 0.28% | 0.33% | Q4 2022 | Q3 2023 | 4 |
First Command Advisory Services, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Perennial Investment Advisors, LLC | 4 | 4 | 0.15% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Arista Wealth Management, LLC | 4 | 4 | 0.27% | 0.38% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.23% | 0.27% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.09% | 0.13% | Q1 2021 | Q2 2022 | 4 |
OmniStar Financial Group, Inc. | 3 | 1 | 0.81% | 4.19% | 5.53% | Q4 2021 | Q3 2023 | 4 |
NewSquare Capital LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Foresight Wealth Management, LLC | 4 | 4 | 0.18% | 0.23% | 0.29% | Q4 2018 | Q3 2019 | 4 |
Donald L. Hagan, LLC | 4 | 4 | 2.53% | 2.85% | 3.09% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 11.60% | 12.78% | 14.37% | Q4 2022 | Q3 2023 | 4 |
Moors & Cabot, Inc. | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
CEDAR CAPITAL, LLC | 4 | 4 | 1.65% | 3.62% | 4.96% | Q4 2020 | Q3 2021 | 4 |
HUNTINGTON NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FFG RETIREMENT ADVISORS LLC | 4 | 4 | 9.62% | 10.33% | 11.80% | Q4 2022 | Q3 2023 | 4 |
Kowal Investment Group, LLC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q1 2022 | Q4 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
KANAWHA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.25% | 0.27% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.34% | 0.35% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Prospera Financial Services Inc | 2 | 2 | 0.01% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 4 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Hofer & Associates. Inc | 4 | 4 | 0.61% | 0.68% | 0.78% | Q4 2022 | Q3 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 1.77% | 1.96% | 2.23% | Q4 2022 | Q3 2023 | 4 |
Standpoint Asset Management, LLC | 4 | 4 | 15.74% | 15.81% | 15.91% | Q4 2022 | Q3 2023 | 4 |
Arcadia Wealth Management, LLC | 4 | 4 | 2.85% | 4.90% | 8.18% | Q4 2022 | Q3 2023 | 4 |
JSF Financial, LLC | 4 | 4 | 1.08% | 1.37% | 1.80% | Q4 2022 | Q3 2023 | 4 |
Argent Trust Co | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Bogart Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 4 |
Integrity Advisory, LLC | 4 | 4 | 0.92% | 1.30% | 1.84% | Q1 2022 | Q4 2022 | 4 |
AJ Advisors, LLC | 4 | 4 | 0.35% | 0.40% | 0.43% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 7.41% | 8.23% | 9.79% | Q4 2022 | Q3 2023 | 4 |
Mascoma Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
SWMG, LLC | 4 | 4 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q2 2023 | 4 |
SageGuard Financial Group, LLC | 4 | 4 | 0.69% | 5.08% | 18.14% | Q4 2020 | Q3 2021 | 4 |
Davidson Capital Management Inc. | 4 | 4 | 16.77% | 24.73% | 32.54% | Q4 2022 | Q3 2023 | 4 |
NorthCoast Asset Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Western Financial Corp/CA | 4 | 4 | 1.17% | 1.39% | 1.61% | Q4 2022 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 3.53% | 5.56% | 7.02% | Q4 2022 | Q3 2023 | 4 |
GLENMEDE TRUST CO NA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
Americana Partners, LLC | 3 | 3 | 0.46% | 1.25% | 1.67% | Q1 2023 | Q3 2023 | 3 |
Badgley Phelps Wealth Managers, LLC | 3 | 3 | 0.96% | 1.39% | 1.61% | Q1 2023 | Q3 2023 | 3 |
Squar Milner Financial Services LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 3 |
FDx Advisors, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 1.27% | 1.37% | 1.50% | Q1 2023 | Q3 2023 | 3 |
Keystone Financial Group | 2 | 1 | 0.67% | 2.48% | 5.73% | Q3 2022 | Q3 2023 | 3 |
True North Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q1 2021 | 3 |
Fiduciary Alliance LLC | 2 | 1 | 0.01% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 3 |
SALEM INVESTMENT COUNSELORS INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Mariner Wealth Advisors-Cincinnati, LLC | 3 | 3 | 0.04% | 0.07% | 0.10% | Q1 2018 | Q3 2018 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.84% | 0.90% | 0.97% | Q4 2021 | Q2 2022 | 3 |
CABANA LLC | 2 | 1 | 0.00% | 0.09% | 0.19% | Q3 2019 | Q2 2020 | 3 |
Summit Investment Advisory Services, LLC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.40% | 0.55% | 0.65% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SigFig Wealth Management, LLC | 2 | 1 | 0.05% | 3.20% | 4.80% | Q4 2022 | Q3 2023 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.16% | 0.25% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Alpha Cubed Investments, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 3 |
Great Lakes Retirement, Inc. | 3 | 3 | 0.85% | 1.01% | 1.29% | Q1 2023 | Q3 2023 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.25% | 0.29% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Ruggie Capital Group | 3 | 3 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q4 2018 | 3 |
Focused Wealth Management, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 1.71% | 1.82% | 2.00% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.09% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.27% | 0.29% | 0.31% | Q1 2023 | Q3 2023 | 3 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.20% | 0.47% | 1.01% | Q2 2022 | Q4 2022 | 3 |
S.C. Financial Services, Inc. | 3 | 3 | 0.33% | 0.33% | 0.34% | Q4 2021 | Q2 2022 | 3 |
ROMANO BROTHERS AND COMPANY | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.09% | 0.13% | 0.16% | Q4 2021 | Q2 2022 | 3 |
WC Walker & Associates, Inc. | 3 | 3 | 0.10% | 0.28% | 0.37% | Q4 2021 | Q2 2022 | 3 |
WCG Wealth Advisors LLC | 3 | 3 | 0.62% | 0.89% | 1.08% | Q1 2023 | Q3 2023 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.11% | 0.22% | 0.41% | Q4 2022 | Q2 2023 | 3 |
Kovitz Investment Group Partners, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Emerald Advisors, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
WADE G W & INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Epic Trust Investment Advisors, LLC | 2 | 1 | 0.31% | 0.56% | 0.85% | Q4 2021 | Q3 2023 | 3 |
CWA Asset Management Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
HORIZON BANCORP INC /IN/ | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Paragon Advisors, LLC | 3 | 3 | 0.26% | 3.52% | 5.67% | Q4 2019 | Q2 2020 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Carnegie Capital Asset Management, LLC | 3 | 3 | 0.22% | 0.26% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Collaborative Wealth Managment Inc. | 1 | 1 | 0.41% | 0.48% | 0.54% | Q1 2021 | Q2 2022 | 3 |
Vantage Investment Advisors, LLC | 3 | 3 | 0.08% | 0.13% | 0.17% | Q1 2018 | Q3 2018 | 3 |
Stonehearth Capital Management, LLC | 3 | 3 | 0.17% | 0.19% | 0.21% | Q1 2019 | Q3 2019 | 3 |
Lifeworks Advisors, LLC | 3 | 3 | 0.35% | 0.54% | 0.92% | Q1 2023 | Q3 2023 | 3 |
D. SCOTT NEAL, INC. | 3 | 3 | 0.14% | 0.15% | 0.16% | Q3 2018 | Q1 2019 | 3 |
Personal Capital Advisors Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Lavaca Capital LLC | 3 | 3 | 0.05% | 0.10% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Schrum Private Wealth Management LLC | 3 | 3 | 0.90% | 1.11% | 1.35% | Q1 2023 | Q3 2023 | 3 |
AllSquare Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Scarborough Advisors, LLC | 3 | 3 | 0.70% | 0.72% | 0.75% | Q1 2023 | Q3 2023 | 3 |
Michael S. Ryan, Inc. | 3 | 3 | 6.36% | 6.66% | 6.83% | Q2 2023 | Q4 2023 | 3 |
BKS ADVISORS, LLC | 3 | 3 | 0.08% | 1.16% | 1.82% | Q3 2018 | Q1 2019 | 3 |
DAIDO LIFE INSURANCE CO | 2 | 1 | 1.87% | 2.84% | 4.42% | Q1 2020 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.12% | 0.65% | 1.30% | Q1 2023 | Q3 2023 | 3 |
GSA CAPITAL PARTNERS LLP | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Authentikos Wealth Advisory, LLC | 3 | 3 | 5.56% | 6.51% | 7.94% | Q1 2023 | Q3 2023 | 3 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.03% | 0.47% | 0.73% | Q4 2018 | Q2 2023 | 3 |
IEQ CAPITAL, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.94% | 1.83% | 3.56% | Q4 2022 | Q3 2023 | 3 |
Clarkston Capital Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
Destiny Capital Corp/CO | 3 | 3 | 0.61% | 0.61% | 0.62% | Q4 2022 | Q2 2023 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.16% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Retirement Planning Co of New England, Inc. | 2 | 1 | 0.02% | 0.10% | 0.14% | Q4 2021 | Q2 2023 | 3 |
Apriem Advisors | 3 | 3 | 0.85% | 0.89% | 0.92% | Q1 2023 | Q3 2023 | 3 |
COURIER CAPITAL LLC | 2 | 1 | 0.02% | 0.25% | 0.40% | Q4 2020 | Q3 2023 | 3 |
TFB Advisors LLC | 2 | 1 | 0.14% | 0.20% | 0.28% | Q4 2022 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BlackRock Institutional Trust Company, N.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Aristides Capital LLC | 3 | 3 | 0.54% | 0.62% | 0.69% | Q4 2021 | Q2 2022 | 3 |
Leucadia National | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q3 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.04% | 0.16% | 0.22% | Q4 2022 | Q3 2023 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Strategic Wealth Partners Group, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2020 | Q4 2020 | 3 |
Gunma Bank,Ltd. | 2 | 1 | 0.64% | 1.74% | 2.34% | Q1 2021 | Q1 2023 | 3 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 2 | 2 | 5.79% | 5.85% | 5.90% | Q3 2020 | Q4 2020 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Leicht Financial Planning & Wealth Management, Inc. | 2 | 2 | 0.47% | 4.21% | 7.95% | Q4 2019 | Q1 2020 | 2 |
Ironwood Wealth Management, LLC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Surevest, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Blueprint Investment Partners LLC | 2 | 2 | 0.03% | 0.16% | 0.29% | Q2 2022 | Q3 2022 | 2 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 2 | 2 | 2.26% | 6.05% | 9.84% | Q3 2022 | Q4 2022 | 2 |
Mach-1 Financial Group, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
Element Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 1.44% | 1.44% | 1.45% | Q2 2023 | Q3 2023 | 2 |
1900 WEALTH MANAGEMENT LLC | 2 | 2 | 0.04% | 0.35% | 0.65% | Q2 2023 | Q3 2023 | 2 |
Key Client Fiduciary Advisors, LLC | 2 | 2 | 0.13% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Private Portfolio Partners LLC | 2 | 2 | 2.66% | 2.74% | 2.82% | Q3 2022 | Q4 2022 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Stuart Chaussee & Associates, Inc. | 2 | 2 | 31.07% | 31.10% | 31.14% | Q2 2018 | Q3 2018 | 2 |
TSFG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2017 | 2 |
Trek Financial, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 0.52% | 0.60% | 0.67% | Q2 2023 | Q3 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 0.73% | 0.73% | 0.73% | Q2 2023 | Q3 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MAI Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cerity Partners LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 6.75% | 7.46% | 8.18% | Q4 2022 | Q3 2023 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.03% | 0.24% | 0.44% | Q2 2023 | Q3 2023 | 2 |
Field & Main Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Golden State Equity Partners | 2 | 2 | 0.43% | 0.47% | 0.52% | Q2 2023 | Q3 2023 | 2 |
Goodwin Investment Advisory | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
SteelPeak Wealth, LLC | 1 | 1 | 0.25% | 1.39% | 2.53% | Q4 2020 | Q4 2022 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
One Capital Management, LLC | 2 | 2 | 0.07% | 0.11% | 0.16% | Q2 2023 | Q3 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.39% | 0.55% | 0.72% | Q2 2023 | Q3 2023 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Corundum Group, Inc. | 1 | 1 | 0.21% | 0.33% | 0.45% | Q4 2021 | Q4 2022 | 2 |
Auour Investments LLC | 2 | 2 | 15.91% | 16.42% | 16.93% | Q2 2023 | Q3 2023 | 2 |
OneAscent Financial Services LLC | 1 | 1 | 0.09% | 0.12% | 0.15% | Q2 2020 | Q4 2022 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
MCIA Inc | 2 | 2 | 0.25% | 0.26% | 0.27% | Q1 2020 | Q2 2020 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 6.46% | 7.97% | 9.49% | Q4 2021 | Q1 2022 | 2 |
Ledyard National Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Sanctuary Wealth Management, L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Alaska Wealth Advisors | 2 | 2 | 0.31% | 0.32% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.29% | 0.30% | 0.32% | Q1 2023 | Q3 2023 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Bangor Savings Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Relyea Zuckerberg Hanson LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q3 2018 | Q4 2018 | 2 |
RCS Financial Planning, LLC | 1 | 1 | 0.30% | 0.32% | 0.33% | Q4 2022 | Q3 2023 | 2 |
Crabel Capital Management, LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q2 2023 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q4 2021 | Q1 2022 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.00% | 0.14% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Beacon Capital Management, Inc. | 2 | 2 | 0.46% | 0.47% | 0.49% | Q3 2022 | Q4 2022 | 2 |
WFG Advisors, LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
First Trust Direct Indexing L.P. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
McGinn Penninger Investment Management, Inc. | 2 | 2 | 1.84% | 2.10% | 2.36% | Q1 2021 | Q2 2021 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Jupiter Wealth Management LLC | 2 | 2 | 1.12% | 1.36% | 1.59% | Q3 2019 | Q4 2019 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.81% | 2.60% | 4.40% | Q3 2022 | Q4 2022 | 2 |
Ford Financial Group, LLC | 2 | 2 | 1.35% | 1.40% | 1.46% | Q3 2022 | Q4 2022 | 2 |
Tidal Investments LLC | 1 | 1 | 0.37% | 0.45% | 0.52% | Q4 2021 | Q2 2023 | 2 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Williams Jones Wealth Management, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
JT Stratford LLC | 1 | 1 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q3 2022 | 2 |
Presidio Capital Management, LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q4 2021 | Q1 2022 | 2 |
Mission Creek Capital Partners, Inc. | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
ONE Advisory Partners, LLC | 1 | 1 | 0.14% | 0.16% | 0.17% | Q2 2020 | Q4 2020 | 2 |
Kingsbury Capital Investment Advisors LLC | 2 | 2 | 0.68% | 0.69% | 0.71% | Q1 2022 | Q2 2022 | 2 |
PAX Financial Group, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.27% | 3.30% | 6.33% | Q2 2023 | Q3 2023 | 2 |
Asset Planning Services, Ltd. | 2 | 2 | 0.66% | 0.81% | 0.96% | Q3 2021 | Q4 2021 | 2 |
Atlantic Private Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
JOURNEY STRATEGIC WEALTH LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ARMSTRONG ADVISORY GROUP, INC | 2 | 2 | 1.09% | 1.80% | 2.50% | Q2 2023 | Q3 2023 | 2 |
Cordasco Financial Network | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Iron Horse Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.11% | 0.28% | 0.45% | Q2 2023 | Q3 2023 | 2 |
CULBERTSON A N & CO INC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q4 2022 | 2 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 2 |
Cardan Capital Partners, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
CapWealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Financial Strategies Group, Inc. | 2 | 2 | 0.31% | 0.36% | 0.42% | Q4 2019 | Q1 2020 | 2 |
Verdence Capital Advisors LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2022 | 2 |
GRAND WEALTH MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Glass Jacobson Investment Advisors llc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2021 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.52% | 0.64% | 0.77% | Q1 2023 | Q2 2023 | 2 |
Values Added Financial LLC | 2 | 2 | 2.87% | 2.95% | 3.04% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
High Falls Advisors, Inc | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Align Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wilson & Boucher Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ellevest, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Kure Advisory, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q1 2020 | Q1 2020 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
Strategic Financial Services, Inc, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Eagle Ridge Investment Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
TruWealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
NORRIS PERNE & FRENCH LLP/MI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 7.96% | 7.96% | 7.96% | Q3 2021 | Q3 2021 | 1 |
Main Line Retirement Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
LOCKERMAN FINANCIAL GROUP, INC. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2021 | Q4 2021 | 1 |
GREENUP STREET WEALTH MANAGEMENT LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
WELCH CAPITAL PARTNERS LLC/NY | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2018 | Q3 2018 | 1 |
Plan Group Financial, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Fulcrum Capital LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NORTH STAR ASSET MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
SILVERLAKE WEALTH MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
XR Securities LLC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q4 2017 | Q4 2017 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 5.65% | 5.65% | 5.65% | Q1 2023 | Q1 2023 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Liquid Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Pension Partners, LLC | 1 | 1 | 9.05% | 9.05% | 9.05% | Q3 2018 | Q3 2018 | 1 |
HCR Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AIRE ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Altman Advisors, Inc. | 1 | 1 | 1.91% | 1.91% | 1.91% | Q4 2022 | Q4 2022 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Financial Insights, Inc. | 1 | 1 | 3.15% | 3.15% | 3.15% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 5.24% | 5.24% | 5.24% | Q3 2021 | Q3 2021 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
SOL Capital Management CO | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2023 | Q3 2023 | 1 |
Centric Wealth Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Hemenway Trust Co LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 2.99% | 2.99% | 2.99% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fusion Capital, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Next Level Private LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2019 | Q4 2019 | 1 |
Moran Wealth Management, LLC | 1 | 1 | 4.22% | 4.22% | 4.22% | Q4 2022 | Q4 2022 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
First Personal Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
ACT Advisors, LLC. | 1 | 1 | 1.85% | 1.85% | 1.85% | Q3 2023 | Q3 2023 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Prairie Sky Financial Group LLC | 1 | 1 | 6.78% | 6.78% | 6.78% | Q3 2023 | Q3 2023 | 1 |
Defender Capital, LLC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2021 | Q2 2021 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2023 | Q3 2023 | 1 |
BROWN WEALTH MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q1 2023 | Q1 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
THEORY FINANCIAL LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q3 2023 | Q3 2023 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
DAVIS R M INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 4.03% | 4.03% | 4.03% | Q4 2021 | Q4 2021 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WestHill Financial Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Renasant Bank | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2022 | Q4 2022 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
HARBOR ADVISORY CORP /MA/ | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q3 2023 | Q3 2023 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Firestone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Menard Financial Group LLC | 1 | 1 | 3.52% | 3.52% | 3.52% | Q4 2019 | Q4 2019 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2020 | Q3 2020 | 1 |
Summit Financial Strategies, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Cobblestone Asset Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Ackerman Capital Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Winthrop Advisory Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 1.65% | 1.65% | 1.65% | Q2 2020 | Q2 2020 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 4.51% | 4.51% | 4.51% | Q3 2023 | Q3 2023 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 4.17% | 4.17% | 4.17% | Q3 2023 | Q3 2023 | 1 |
Mid-American Wealth Advisory Group, Inc. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.