Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LPL Financial LLC | 42 | 42 | 0.01% | 0.23% | 0.72% | Q2 2013 | Q3 2023 | 42 |
Gradient Investments LLC | 42 | 42 | 0.01% | 0.84% | 2.81% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 41 | 41 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 41 | 41 | 0.00% | 0.03% | 0.14% | Q3 2013 | Q3 2023 | 41 |
COURIER CAPITAL LLC | 41 | 41 | 0.05% | 0.16% | 0.34% | Q3 2013 | Q3 2023 | 41 |
B. Riley Wealth Advisors, Inc. | 41 | 41 | 0.01% | 0.20% | 0.65% | Q3 2013 | Q3 2023 | 41 |
GUGGENHEIM CAPITAL LLC | 40 | 40 | 0.00% | 0.11% | 0.50% | Q4 2013 | Q3 2023 | 40 |
Tortoise Investment Management, LLC | 40 | 40 | 0.05% | 0.42% | 1.66% | Q4 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 39 |
Brinker Capital Investments, LLC | 39 | 39 | 0.04% | 0.39% | 1.04% | Q2 2013 | Q4 2022 | 39 |
OPPENHEIMER & CO INC | 30 | 9 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 39 |
CITIGROUP INC | 35 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
BANK OF MONTREAL /CAN/ | 35 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 39 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 38 |
Neuberger Berman Group LLC | 37 | 37 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 37 |
STATE STREET CORP | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
AMERIPRISE FINANCIAL INC | 29 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
WELLINGTON MANAGEMENT GROUP LLP | 24 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
Freedom Investment Management, Inc. | 34 | 1 | 0.02% | 0.23% | 0.68% | Q2 2014 | Q3 2023 | 36 |
Canal Capital Management, LLC | 36 | 36 | 0.22% | 0.72% | 1.28% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
FC Advisory LLC | 36 | 36 | 1.88% | 2.28% | 2.69% | Q1 2015 | Q4 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.25% | 1.19% | Q4 2013 | Q3 2023 | 35 |
Advisors Asset Management, Inc. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
IndexIQ Advisors LLC | 33 | 33 | 0.02% | 1.22% | 4.78% | Q1 2014 | Q1 2022 | 33 |
GRIMES & COMPANY, INC. | 33 | 33 | 0.03% | 1.27% | 5.96% | Q3 2015 | Q3 2023 | 33 |
Kovack Advisors, Inc. | 33 | 33 | 0.04% | 0.41% | 1.15% | Q3 2015 | Q3 2023 | 33 |
Private Advisor Group, LLC | 32 | 32 | 0.01% | 0.12% | 0.39% | Q4 2015 | Q3 2023 | 32 |
Advisory Services Network, LLC | 13 | 2 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 32 |
NewSquare Capital LLC | 22 | 10 | 0.00% | 2.10% | 7.96% | Q2 2013 | Q3 2023 | 32 |
BAILARD, INC. | 16 | 7 | 0.01% | 0.14% | 0.54% | Q1 2014 | Q1 2023 | 32 |
WEDBUSH SECURITIES INC | 15 | 3 | 0.02% | 0.09% | 0.22% | Q1 2015 | Q3 2023 | 32 |
Hillsdale Investment Management Inc. | 31 | 31 | 0.03% | 0.23% | 0.80% | Q1 2016 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 22 | 9 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.11% | Q4 2015 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 30 | 1 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 31 |
AE Wealth Management LLC | 28 | 28 | 0.00% | 0.15% | 0.77% | Q4 2016 | Q3 2023 | 30 |
NOTTINGHAM ADVISORS, INC. | 30 | 30 | 0.19% | 1.80% | 3.01% | Q2 2016 | Q3 2023 | 30 |
Community Bank, N.A. | 30 | 30 | 0.01% | 0.28% | 0.63% | Q2 2016 | Q3 2023 | 30 |
Geneos Wealth Management Inc. | 29 | 29 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 29 |
AEGON USA Investment Management, LLC | 13 | 3 | 0.16% | 0.70% | 1.49% | Q3 2015 | Q3 2023 | 29 |
GOLDMAN SACHS GROUP INC | 25 | 1 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 29 |
CULLEN/FROST BANKERS, INC. | 19 | 10 | 0.00% | 0.02% | 0.10% | Q2 2016 | Q3 2023 | 29 |
CWM, LLC | 19 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 28 |
DEUTSCHE BANK AG\ | 13 | 6 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 28 |
AllSquare Wealth Management LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Stratos Wealth Partners, LTD. | 28 | 28 | 0.01% | 0.18% | 0.61% | Q4 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.01% | 0.08% | 0.22% | Q4 2016 | Q3 2023 | 28 |
Edmonds Duncan Registered Investment Advisors, LLC | 28 | 28 | 0.17% | 2.64% | 4.30% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 16 | 11 | 0.00% | 0.09% | 0.37% | Q4 2016 | Q3 2023 | 27 |
Cambridge Investment Research Advisors, Inc. | 27 | 27 | 0.01% | 0.03% | 0.10% | Q1 2017 | Q3 2023 | 27 |
COUNTRY TRUST BANK | 27 | 27 | 0.01% | 0.60% | 1.23% | Q2 2017 | Q4 2023 | 27 |
BARCLAYS PLC | 10 | 3 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q2 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.08% | 0.30% | 0.70% | Q4 2016 | Q3 2023 | 27 |
Capital Analysts, LLC | 27 | 27 | 0.00% | 0.47% | 1.31% | Q1 2017 | Q3 2023 | 27 |
Astor Investment Management LLC | 24 | 3 | 0.01% | 2.66% | 7.98% | Q1 2014 | Q3 2022 | 27 |
FMR LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2019 | 27 |
Greenwich Wealth Management LLC | 12 | 5 | 0.03% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 27 |
SHEETS SMITH WEALTH MANAGEMENT | 18 | 8 | 0.05% | 0.12% | 0.26% | Q3 2015 | Q1 2023 | 26 |
KINGS POINT CAPITAL MANAGEMENT | 26 | 26 | 0.07% | 0.41% | 0.74% | Q4 2015 | Q1 2022 | 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 26 |
RPg Family Wealth Advisory, LLC | 16 | 10 | 0.18% | 0.98% | 2.88% | Q1 2017 | Q3 2023 | 26 |
Janney Montgomery Scott LLC | 14 | 12 | 0.00% | 0.05% | 0.13% | Q1 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
US BANCORP \DE\ | 13 | 12 | 0.00% | 0.02% | 0.14% | Q3 2016 | Q3 2023 | 25 |
Money Design Co.,Ltd. | 25 | 25 | 0.51% | 2.10% | 3.96% | Q3 2017 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 25 | 25 | 0.03% | 0.07% | 0.12% | Q3 2017 | Q3 2023 | 25 |
Koshinski Asset Management, Inc. | 13 | 2 | 0.14% | 0.33% | 0.56% | Q1 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 0.91% | 1.78% | 2.15% | Q4 2017 | Q3 2023 | 24 |
WEBSTER BANK, N. A. | 24 | 24 | 0.01% | 0.14% | 0.40% | Q4 2017 | Q3 2023 | 24 |
Mirae Asset Global Investments Co., Ltd. | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
PARSONS CAPITAL MANAGEMENT INC/RI | 24 | 24 | 0.03% | 0.09% | 0.20% | Q4 2017 | Q3 2023 | 24 |
PRIVATE TRUST CO NA | 12 | 1 | 0.01% | 0.11% | 0.29% | Q3 2014 | Q3 2023 | 24 |
BESSEMER GROUP INC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2022 | 24 |
CREDIT SUISSE AG/ | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 24 |
D.A. DAVIDSON & CO. | 18 | 1 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 24 |
State of Tennessee, Treasury Department | 24 | 24 | 0.01% | 0.28% | 0.86% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.26% | 0.52% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.00% | 0.19% | 0.51% | Q4 2017 | Q3 2023 | 24 |
Kingsview Wealth Management, LLC | 11 | 6 | 0.03% | 0.18% | 0.35% | Q1 2017 | Q3 2023 | 23 |
Simplicity Solutions, LLC | 6 | 3 | 0.00% | 0.18% | 0.55% | Q2 2015 | Q1 2023 | 23 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 23 |
Kalos Management, Inc. | 11 | 3 | 0.10% | 0.18% | 0.32% | Q4 2015 | Q4 2021 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.01% | 0.13% | Q1 2018 | Q3 2023 | 23 |
MCF Advisors LLC | 15 | 1 | 0.02% | 0.88% | 2.59% | Q1 2017 | Q3 2023 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.59% | 1.38% | 2.36% | Q4 2017 | Q2 2023 | 23 |
ASSETMARK, INC | 21 | 2 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 23 |
OPPENHEIMER ASSET MANAGEMENT INC. | 23 | 23 | 0.16% | 0.25% | 0.36% | Q1 2018 | Q3 2023 | 23 |
Winslow, Evans & Crocker, Inc. | 23 | 23 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2020 | 23 |
AVIANCE CAPITAL MANAGEMENT, LLC | 15 | 7 | 0.67% | 1.36% | 2.16% | Q3 2013 | Q1 2019 | 22 |
JNBA Financial Advisors | 20 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
SPINNAKER TRUST | 13 | 9 | 0.05% | 1.17% | 1.52% | Q4 2015 | Q3 2022 | 22 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2021 | 22 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 22 | 22 | 0.01% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
AlphaStar Capital Management, LLC | 18 | 4 | 0.04% | 0.34% | 1.02% | Q1 2018 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 4 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2023 | 22 |
Dakota Wealth Management | 22 | 22 | 0.12% | 0.32% | 0.57% | Q2 2018 | Q3 2023 | 22 |
CONNING INC. | 22 | 22 | 0.85% | 1.89% | 2.87% | Q2 2018 | Q3 2023 | 22 |
Integrated Wealth Concepts LLC | 11 | 11 | 0.01% | 0.39% | 1.17% | Q4 2017 | Q3 2023 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 8 | 0.01% | 0.04% | 0.14% | Q1 2017 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.01% | 0.06% | 0.42% | Q3 2017 | Q3 2022 | 21 |
Ford Financial Group, LLC | 21 | 21 | 0.21% | 1.21% | 4.26% | Q4 2017 | Q4 2022 | 21 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 7 | 1 | 0.03% | 0.21% | 0.61% | Q2 2014 | Q4 2021 | 21 |
StrategIQ Financial Group, LLC | 21 | 21 | 0.11% | 0.31% | 0.54% | Q3 2018 | Q3 2023 | 21 |
USCA RIA LLC | 21 | 21 | 0.04% | 0.10% | 0.12% | Q2 2016 | Q2 2021 | 21 |
USAdvisors Wealth Management, LLC | 11 | 10 | 0.30% | 2.96% | 7.28% | Q4 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.09% | 0.19% | Q3 2018 | Q3 2023 | 21 |
REGIONS FINANCIAL CORP | 21 | 21 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2021 | 21 |
Blue Fin Capital, Inc. | 20 | 20 | 0.11% | 0.21% | 0.47% | Q4 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.01% | 0.08% | 0.25% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.47% | 1.14% | Q1 2018 | Q3 2023 | 20 |
Windham Capital Management, LLC | 13 | 7 | 0.28% | 2.19% | 6.86% | Q3 2018 | Q3 2023 | 20 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 8 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 20 |
Baker Avenue Asset Management, LP | 11 | 9 | 0.03% | 0.16% | 0.52% | Q3 2017 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Financial Advocates Investment Management | 14 | 5 | 0.03% | 0.12% | 0.26% | Q4 2017 | Q1 2023 | 19 |
PFS INVESTMENTS INC. | 12 | 7 | 0.13% | 0.73% | 1.50% | Q4 2017 | Q2 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
LEVEL FOUR ADVISORY SERVICES, LLC | 19 | 19 | 0.02% | 0.05% | 0.18% | Q4 2016 | Q2 2021 | 19 |
Miracle Mile Advisors, LLC | 12 | 7 | 0.02% | 0.09% | 0.19% | Q3 2016 | Q1 2023 | 19 |
Vista Private Wealth Partners. LLC | 19 | 19 | 0.16% | 0.39% | 0.66% | Q4 2018 | Q2 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.03% | 0.14% | Q3 2017 | Q3 2023 | 19 |
HARBOR ADVISORY CORP /MA/ | 11 | 8 | 0.28% | 2.45% | 3.99% | Q1 2018 | Q3 2023 | 19 |
DFPG INVESTMENTS, LLC | 19 | 19 | 0.03% | 0.32% | 0.90% | Q4 2018 | Q2 2023 | 19 |
Baird Financial Group, Inc. | 14 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 19 |
Ausdal Financial Partners, Inc. | 12 | 7 | 0.04% | 0.13% | 0.21% | Q4 2015 | Q3 2023 | 19 |
Allworth Financial LP | 11 | 1 | 0.00% | 0.32% | 1.40% | Q3 2017 | Q3 2023 | 19 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.18% | 0.62% | Q2 2016 | Q3 2023 | 18 |
Bank of New York Mellon Corp | 13 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 18 |
CENTAURUS FINANCIAL, INC. | 11 | 7 | 0.03% | 0.16% | 0.68% | Q1 2018 | Q3 2023 | 18 |
FDx Advisors, Inc. | 11 | 7 | 0.01% | 0.18% | 0.62% | Q4 2016 | Q1 2022 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 18 | 18 | 0.00% | 0.12% | 0.55% | Q2 2019 | Q3 2023 | 18 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 18 |
American Portfolios Advisors | 7 | 4 | 0.00% | 0.07% | 0.34% | Q4 2017 | Q3 2022 | 18 |
Atria Investments, Inc | 9 | 1 | 0.01% | 0.10% | 0.28% | Q1 2017 | Q3 2023 | 18 |
Advocacy Wealth Management Services, LLC | 12 | 3 | 0.01% | 0.43% | 2.67% | Q4 2015 | Q3 2022 | 18 |
Peachtree Investment Advisors, Inc. | 18 | 18 | 0.10% | 0.40% | 0.54% | Q3 2014 | Q4 2018 | 18 |
Arete Wealth Advisors, LLC | 11 | 6 | 0.00% | 0.27% | 1.19% | Q2 2018 | Q3 2023 | 17 |
M&R CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
Renaissance Technologies | 4 | 3 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 17 |
Carroll Financial Associates, Inc. | 11 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2021 | 17 |
BTS Asset Management, Inc. | 10 | 7 | 0.01% | 1.44% | 12.60% | Q2 2019 | Q3 2023 | 17 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 17 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.06% | 0.16% | Q3 2014 | Q4 2021 | 17 |
WHITTIER TRUST CO | 13 | 4 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2022 | 17 |
Windsor Capital Management, LLC | 17 | 17 | 1.29% | 1.75% | 2.01% | Q3 2019 | Q3 2023 | 17 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
NewEdge Advisors, LLC | 15 | 1 | 0.01% | 0.05% | 0.12% | Q2 2017 | Q3 2023 | 16 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 2 | 0.00% | 0.05% | 0.18% | Q3 2013 | Q3 2023 | 16 |
Cetera Advisors LLC | 6 | 1 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 16 |
Curtis Advisory Group, LLC | 16 | 16 | 0.26% | 0.95% | 2.54% | Q4 2019 | Q3 2023 | 16 |
GREAT LAKES ADVISORS, LLC | 16 | 16 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2017 | 16 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.03% | 0.16% | 0.43% | Q1 2017 | Q2 2023 | 16 |
WealthPLAN Partners, LLC | 6 | 1 | 0.00% | 0.23% | 1.54% | Q4 2015 | Q2 2023 | 16 |
Cetera Advisor Networks LLC | 10 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 16 |
Brendel Financial Advisors LLC | 12 | 4 | 0.41% | 2.90% | 5.92% | Q4 2018 | Q3 2023 | 16 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.17% | 0.52% | Q4 2015 | Q3 2019 | 16 |
Pacific Edge Advisors, LLC | 16 | 16 | 4.04% | 6.87% | 10.15% | Q4 2017 | Q3 2021 | 16 |
Wagner Wealth Management, LLC | 12 | 4 | 0.18% | 1.35% | 3.30% | Q4 2017 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.02% | 0.61% | 1.73% | Q4 2019 | Q3 2023 | 16 |
Aspire Private Capital, LLC | 10 | 6 | 0.00% | 0.74% | 1.54% | Q4 2018 | Q3 2023 | 16 |
RFG Advisory, LLC | 11 | 5 | 0.02% | 0.08% | 0.29% | Q4 2018 | Q3 2023 | 16 |
Cetera Investment Advisers | 16 | 16 | 0.04% | 0.09% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Legacy Private Trust Co. | 12 | 4 | 0.03% | 0.72% | 2.38% | Q4 2016 | Q4 2022 | 16 |
Regal Investment Advisors LLC | 9 | 7 | 0.00% | 0.27% | 0.98% | Q3 2013 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 15 | 15 | 0.01% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 15 |
First Allied Advisory Services, Inc. | 12 | 1 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2020 | 15 |
FEDERATED HERMES, INC. | 6 | 1 | 0.01% | 0.07% | 0.17% | Q1 2019 | Q3 2023 | 15 |
FIRST TRUST ADVISORS LP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 15 |
IHT Wealth Management, LLC | 9 | 6 | 0.00% | 0.16% | 1.49% | Q4 2016 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Petix & Botte Co | 12 | 3 | 1.55% | 2.15% | 2.67% | Q4 2019 | Q3 2023 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.00% | 0.16% | 0.42% | Q1 2019 | Q3 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.03% | 0.09% | Q2 2016 | Q4 2019 | 15 |
Blackstone Inc. | 10 | 2 | 0.01% | 0.08% | 0.33% | Q2 2013 | Q3 2023 | 15 |
BB&T SECURITIES, LLC | 13 | 2 | 0.00% | 0.05% | 0.14% | Q4 2015 | Q3 2019 | 15 |
Horizon Investments, LLC | 6 | 2 | 0.00% | 0.94% | 2.30% | Q1 2017 | Q3 2023 | 15 |
RiverFront Investment Group, LLC | 8 | 7 | 0.09% | 1.95% | 4.39% | Q1 2017 | Q3 2023 | 15 |
Donoghue Forlines LLC | 4 | 2 | 0.19% | 1.34% | 6.90% | Q1 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.13% | 0.41% | Q1 2020 | Q3 2023 | 15 |
EP Wealth Advisors, LLC | 7 | 2 | 0.01% | 0.04% | 0.11% | Q3 2015 | Q2 2022 | 15 |
Virtu KCG Holdings LLC | 9 | 6 | 0.00% | 0.02% | 0.12% | Q3 2013 | Q2 2017 | 15 |
Retirement Group, LLC | 14 | 1 | 0.28% | 0.52% | 0.88% | Q4 2019 | Q3 2023 | 15 |
Western Wealth Management, LLC | 8 | 1 | 0.04% | 0.24% | 0.46% | Q4 2018 | Q3 2023 | 15 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 10 | 5 | 0.13% | 1.84% | 5.19% | Q4 2017 | Q3 2023 | 15 |
Laidlaw Wealth Management LLC | 15 | 15 | 0.05% | 0.31% | 0.96% | Q4 2019 | Q2 2023 | 15 |
Sage Advisory Services, Ltd.Co. | 7 | 7 | 0.30% | 2.83% | 5.11% | Q4 2017 | Q1 2022 | 14 |
PRUDENTIAL PLC | 14 | 14 | 0.03% | 0.06% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Beaumont Financial Partners, LLC | 7 | 7 | 0.02% | 0.36% | 0.91% | Q2 2013 | Q1 2022 | 14 |
STABLEFORD CAPITAL II LLC | 7 | 2 | 0.24% | 4.35% | 9.81% | Q2 2018 | Q3 2023 | 14 |
Creative Planning | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 14 |
HOWARD WEALTH MANAGEMENT, LLC | 14 | 14 | 0.30% | 1.42% | 2.43% | Q4 2019 | Q1 2023 | 14 |
WFG Advisors, LP | 14 | 14 | 0.01% | 0.04% | 0.33% | Q1 2014 | Q2 2017 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.07% | 0.49% | 1.57% | Q1 2017 | Q2 2020 | 14 |
Jefferies Group LLC | 5 | 1 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q3 2022 | 14 |
Commonwealth Equity Services, Inc | 10 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2017 | 14 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
New England Investment & Retirement Group, Inc. | 14 | 14 | 0.14% | 3.12% | 5.32% | Q3 2015 | Q4 2018 | 14 |
Risk Paradigm Group, LLC | 14 | 14 | 0.79% | 4.26% | 9.60% | Q3 2015 | Q4 2018 | 14 |
Wealth Enhancement & Preservation of GA, LLC | 14 | 14 | 0.24% | 1.24% | 6.14% | Q1 2020 | Q2 2023 | 14 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9 | 5 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2022 | 14 |
TWO SIGMA SECURITIES, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 14 |
COMERICA BANK | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 11 | 3 | 0.00% | 0.32% | 1.18% | Q4 2019 | Q3 2023 | 14 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9 | 4 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q4 2022 | 13 |
AGILIS PARTNERS LLC | 13 | 13 | 0.99% | 3.20% | 5.48% | Q4 2014 | Q4 2017 | 13 |
Glovista Investments LLC | 7 | 6 | 0.07% | 4.94% | 11.87% | Q3 2018 | Q1 2022 | 13 |
Fusion Capital, LLC | 13 | 13 | 0.88% | 2.04% | 3.02% | Q4 2019 | Q4 2022 | 13 |
RVW Wealth, LLC | 13 | 13 | 0.03% | 0.15% | 0.33% | Q4 2020 | Q4 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.03% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 13 |
McNamara Financial Services, Inc. | 10 | 3 | 0.06% | 0.44% | 1.65% | Q2 2015 | Q3 2023 | 13 |
BREWIN DOLPHIN LTD | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2021 | 13 |
Compass Financial Group, Inc. | 13 | 13 | 1.03% | 1.46% | 1.91% | Q3 2020 | Q3 2023 | 13 |
First Horizon Advisors, Inc. | 6 | 2 | 0.00% | 0.00% | 0.03% | Q4 2019 | Q3 2023 | 13 |
Investors Research Corp | 13 | 13 | 0.15% | 0.55% | 0.74% | Q3 2020 | Q3 2023 | 13 |
PFG Advisors | 7 | 6 | 0.04% | 0.12% | 0.36% | Q2 2018 | Q3 2023 | 13 |
Strategic Investment Advisors / MI | 10 | 1 | 0.05% | 0.50% | 1.11% | Q4 2018 | Q4 2022 | 13 |
Shepherd Financial Partners LLC | 10 | 3 | 0.07% | 1.16% | 3.82% | Q2 2018 | Q3 2023 | 13 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2021 | 13 |
Avior Wealth Management, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Accuvest Global Advisors | 13 | 13 | 0.12% | 0.51% | 0.91% | Q4 2015 | Q4 2018 | 13 |
Mascoma Wealth Management LLC | 8 | 1 | 0.00% | 0.60% | 1.95% | Q3 2018 | Q3 2023 | 13 |
GeoWealth Management, LLC | 10 | 2 | 0.05% | 0.65% | 1.41% | Q4 2019 | Q3 2023 | 12 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 1 | 0.01% | 0.09% | 0.25% | Q4 2019 | Q3 2023 | 12 |
HBW ADVISORY SERVICES LLC | 12 | 12 | 0.08% | 0.20% | 0.34% | Q4 2020 | Q3 2023 | 12 |
PRICE T ROWE ASSOCIATES INC /MD/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Banco de Sabadell, S.A | 11 | 1 | 0.33% | 0.56% | 1.10% | Q4 2017 | Q1 2021 | 12 |
CIBC WORLD MARKET INC. | 10 | 2 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2018 | 12 |
CAPITAL WEALTH MANAGEMENT, LLC | 12 | 12 | 0.27% | 1.91% | 2.49% | Q1 2020 | Q4 2022 | 12 |
Sightline Wealth Advisors, LLC | 12 | 12 | 0.20% | 3.37% | 9.10% | Q4 2020 | Q3 2023 | 12 |
Secure Asset Management, LLC | 12 | 12 | 0.22% | 0.63% | 2.90% | Q4 2020 | Q3 2023 | 12 |
Navis Wealth Advisors, LLC | 12 | 12 | 0.24% | 0.34% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.04% | 0.16% | Q4 2018 | Q3 2023 | 12 |
Pinnacle Wealth Planning Services, Inc. | 11 | 1 | 0.19% | 0.43% | 0.82% | Q4 2018 | Q4 2022 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.16% | 0.49% | 0.94% | Q4 2020 | Q3 2023 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 12 | 12 | 0.04% | 1.36% | 1.64% | Q1 2019 | Q4 2021 | 12 |
Parallel Advisors, LLC | 11 | 1 | 0.00% | 0.59% | 1.34% | Q2 2019 | Q3 2023 | 12 |
FOUNDERS FINANCIAL SECURITIES LLC | 7 | 1 | 0.07% | 0.17% | 0.40% | Q2 2017 | Q2 2022 | 12 |
LOOMIS SAYLES & CO L P | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 12 |
STEPHENS INC /AR/ | 11 | 1 | 0.01% | 0.03% | 0.15% | Q1 2020 | Q3 2023 | 12 |
Pinnacle Advisory Group, Inc. | 7 | 2 | 0.01% | 0.42% | 2.88% | Q4 2016 | Q1 2021 | 12 |
Integrated Advisors Network LLC | 12 | 12 | 0.07% | 0.15% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Crestwood Advisors Group, LLC | 12 | 12 | 0.01% | 0.30% | 0.67% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Capital Investment Advisors, LLC | 11 | 11 | 0.06% | 0.11% | 0.17% | Q2 2021 | Q4 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Mutual Advisors, LLC | 6 | 5 | 0.05% | 0.12% | 0.52% | Q1 2018 | Q2 2022 | 11 |
EASTERN BANK | 11 | 11 | 0.02% | 0.55% | 1.82% | Q1 2021 | Q3 2023 | 11 |
Allen Capital Group, LLC | 9 | 2 | 0.11% | 2.03% | 3.53% | Q3 2020 | Q2 2023 | 11 |
Pinnacle Bancorp, Inc. | 6 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2023 | 11 |
Roundview Capital LLC | 11 | 11 | 0.11% | 0.22% | 0.31% | Q1 2021 | Q3 2023 | 11 |
J. W. Coons Advisors, LLC | 11 | 11 | 0.27% | 1.12% | 1.75% | Q1 2021 | Q3 2023 | 11 |
Elmwood Wealth Management, Inc. | 5 | 1 | 0.75% | 1.68% | 2.14% | Q1 2018 | Q4 2022 | 11 |
DB Wealth Management Group, LLC | 11 | 11 | 0.01% | 1.18% | 2.01% | Q1 2021 | Q3 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 2 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 11 |
Quaker Wealth Management, LLC | 6 | 5 | 0.26% | 3.39% | 12.32% | Q4 2019 | Q3 2022 | 11 |
US FINANCIAL ADVISORS, LLC | 11 | 11 | 0.23% | 0.40% | 0.47% | Q1 2021 | Q3 2023 | 11 |
PARK AVENUE SECURITIES LLC | 11 | 11 | 0.01% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Hudock, Inc. | 8 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2022 | 11 |
Sumitomo Mitsui Trust Holdings, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Ensign Peak Advisors, Inc | 11 | 11 | 0.12% | 0.24% | 0.29% | Q1 2021 | Q3 2023 | 11 |
Apollon Wealth Management, LLC | 11 | 11 | 0.03% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Western Asset Management Company, LLC | 11 | 11 | 0.68% | 1.18% | 2.03% | Q1 2021 | Q3 2023 | 11 |
Prentice Wealth Management LLC | 11 | 11 | 3.03% | 6.18% | 14.39% | Q1 2021 | Q3 2023 | 11 |
Capital Advisors Wealth Management, LLC | 11 | 11 | 0.06% | 3.85% | 7.71% | Q1 2021 | Q3 2023 | 11 |
Prospera Financial Services Inc | 11 | 11 | 0.07% | 0.31% | 0.51% | Q1 2021 | Q3 2023 | 11 |
Darwin Wealth Management, LLC | 10 | 1 | 0.00% | 2.37% | 3.96% | Q1 2020 | Q3 2023 | 11 |
Efficient Market Advisors, LLC | 11 | 11 | 0.30% | 0.66% | 0.97% | Q3 2014 | Q1 2017 | 11 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 11 | 0.20% | 0.27% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.18% | 0.37% | 0.54% | Q1 2021 | Q3 2023 | 11 |
MONROE BANK & TRUST/MI | 10 | 1 | 0.01% | 1.67% | 2.28% | Q3 2013 | Q4 2017 | 11 |
DAVENPORT & Co LLC | 6 | 5 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.31% | 0.50% | 0.65% | Q4 2020 | Q3 2023 | 11 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 11 | 11 | 0.24% | 0.33% | 0.46% | Q1 2021 | Q3 2023 | 11 |
Matthew Goff Investment Advisor, LLC | 11 | 11 | 1.39% | 4.52% | 5.62% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
SUMMIT FINANCIAL GROUP, INC. | 11 | 11 | 0.17% | 0.32% | 0.55% | Q1 2021 | Q3 2023 | 11 |
Front Row Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NTV ASSET MANAGEMENT LLC | 11 | 11 | 0.06% | 0.27% | 0.38% | Q1 2021 | Q3 2023 | 11 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 1.42% | 1.53% | 1.69% | Q1 2021 | Q3 2023 | 11 |
GenTrust, LLC | 5 | 1 | 0.03% | 0.42% | 1.44% | Q4 2018 | Q3 2022 | 10 |
Sigma Planning Corp | 10 | 10 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Bay Harbor Wealth Management, LLC | 5 | 1 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q4 2022 | 10 |
Measured Wealth Private Client Group, LLC | 6 | 4 | 0.11% | 0.22% | 0.52% | Q1 2021 | Q3 2023 | 10 |
Global Strategic Investment Solutions, LLC | 10 | 10 | 0.05% | 0.91% | 1.97% | Q1 2021 | Q2 2023 | 10 |
Clark Capital Management Group, Inc. | 4 | 1 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 10 |
FIRST MANHATTAN CO. LLC. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 10 |
Chicago Partners Investment Group LLC | 10 | 10 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q3 2018 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.00% | 0.15% | 0.52% | Q4 2020 | Q3 2023 | 10 |
Visionary Asset Management, Inc. | 6 | 1 | 0.05% | 0.11% | 0.26% | Q3 2013 | Q2 2018 | 10 |
TFG Advisers LLC | 10 | 10 | 0.11% | 0.57% | 0.91% | Q2 2021 | Q3 2023 | 10 |
AMERICAN CENTURY COMPANIES INC | 8 | 2 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q4 2022 | 10 |
FIFTH THIRD BANCORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 10 |
CENTRAL TRUST Co | 10 | 10 | 0.11% | 0.18% | 0.28% | Q2 2021 | Q3 2023 | 10 |
HUTCHENS INVESTMENT MANAGEMENT INC | 6 | 4 | 0.00% | 0.88% | 1.65% | Q2 2015 | Q4 2017 | 10 |
Financial Architects, Inc | 4 | 1 | 0.00% | 0.28% | 0.64% | Q4 2016 | Q2 2023 | 10 |
CALIBER WEALTH MANAGEMENT, LLC | 10 | 10 | 0.87% | 1.91% | 2.94% | Q2 2021 | Q3 2023 | 10 |
Refined Wealth Management | 10 | 10 | 6.83% | 8.26% | 10.92% | Q2 2021 | Q3 2023 | 10 |
Mach-1 Financial Group, LLC | 8 | 8 | 0.00% | 7.66% | 15.26% | Q4 2020 | Q3 2022 | 10 |
Chesley Taft & Associates LLC | 7 | 3 | 0.04% | 0.06% | 0.08% | Q3 2018 | Q3 2023 | 10 |
JAMES INVESTMENT RESEARCH INC | 10 | 10 | 0.02% | 0.14% | 0.22% | Q2 2021 | Q3 2023 | 10 |
SCOTIA CAPITAL INC. | 10 | 10 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Polaris Wealth Advisory Group, LLC | 10 | 10 | 0.04% | 2.44% | 3.30% | Q4 2016 | Q1 2019 | 10 |
LifePlan Financial Group, Inc | 10 | 10 | 0.03% | 0.04% | 0.07% | Q2 2018 | Q3 2020 | 10 |
CLEAR INVESTMENT RESEARCH, LLC | 10 | 10 | 0.03% | 0.08% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Crestone Asset Management LLC | 10 | 10 | 0.12% | 0.65% | 1.40% | Q2 2021 | Q3 2023 | 10 |
CreativeOne Wealth, LLC | 10 | 10 | 0.06% | 0.20% | 0.36% | Q2 2021 | Q3 2023 | 10 |
Lehman Financial Resources, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
SIGNATUREFD, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Catalyst Capital Advisors LLC | 4 | 2 | 0.01% | 0.17% | 0.72% | Q3 2013 | Q3 2023 | 10 |
Aristotle Pacific Capital, LLC | 9 | 1 | 4.70% | 15.99% | 29.72% | Q4 2020 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2010 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
VICUS CAPITAL | 10 | 10 | 0.04% | 0.47% | 2.30% | Q1 2016 | Q2 2018 | 10 |
NewEdge Wealth, LLC | 10 | 10 | 0.09% | 0.21% | 0.38% | Q2 2021 | Q3 2023 | 10 |
LINCOLN NATIONAL CORP | 7 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 10 |
PineBridge Investments, L.P. | 10 | 10 | 0.01% | 0.18% | 0.58% | Q2 2017 | Q3 2019 | 10 |
Visionary Wealth Advisors | 10 | 10 | 0.16% | 0.46% | 0.87% | Q2 2021 | Q3 2023 | 10 |
BlackRock Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 10 |
Valtinson Bruner Financial Planning LLC | 10 | 10 | 0.84% | 1.60% | 2.08% | Q2 2021 | Q3 2023 | 10 |
FIRST NATIONAL CORP /MA/ /ADV | 10 | 10 | 0.22% | 0.30% | 0.41% | Q2 2020 | Q3 2022 | 10 |
Lido Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.02% | 0.27% | 0.53% | Q4 2020 | Q3 2023 | 9 |
Gladstone Institutional Advisory LLC | 8 | 1 | 0.03% | 0.10% | 0.18% | Q2 2019 | Q3 2023 | 9 |
Private Advisory Group LLC | 9 | 9 | 1.17% | 1.32% | 1.57% | Q1 2017 | Q1 2019 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.05% | 0.19% | 0.30% | Q2 2021 | Q3 2023 | 9 |
Capital Investment Advisory Services, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 9 |
NAPLES GLOBAL ADVISORS, LLC | 9 | 9 | 0.22% | 0.27% | 0.33% | Q3 2021 | Q3 2023 | 9 |
Rehmann Capital Advisory Group | 6 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q1 2022 | 9 |
Octavia Wealth Advisors, LLC | 9 | 9 | 0.06% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
McAdam, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2021 | 9 |
Sandy Spring Bank | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2022 | 9 |
Gemmer Asset Management LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2018 | 9 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.18% | 0.70% | 1.16% | Q1 2019 | Q3 2023 | 9 |
Cornerstone Advisory, LLC | 8 | 1 | 0.05% | 0.51% | 0.96% | Q1 2021 | Q3 2023 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 9 |
ARS Wealth Advisors Group, LLC | 9 | 9 | 0.77% | 4.69% | 7.55% | Q3 2021 | Q3 2023 | 9 |
ADELL HARRIMAN & CARPENTER INC | 5 | 4 | 0.73% | 1.37% | 1.77% | Q2 2021 | Q3 2023 | 9 |
Crabel Capital Management, LLC | 4 | 1 | 0.06% | 0.25% | 0.41% | Q4 2017 | Q3 2023 | 9 |
True North Advisors, LLC | 9 | 9 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q3 2022 | 9 |
MBM Wealth Consultants, LLC | 8 | 1 | 1.42% | 2.07% | 2.80% | Q4 2018 | Q2 2023 | 9 |
CI INVESTMENTS INC. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2022 | 9 |
QUATTRO FINANCIAL ADVISORS LLC | 9 | 9 | 0.13% | 0.95% | 2.54% | Q3 2021 | Q3 2023 | 9 |
GARRISON BRADFORD & ASSOCIATES INC | 9 | 9 | 0.39% | 0.42% | 0.45% | Q4 2013 | Q4 2015 | 9 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 1 | 0.00% | 0.34% | 0.49% | Q3 2017 | Q1 2023 | 9 |
PATTON ALBERTSON MILLER GROUP, LLC | 9 | 9 | 0.24% | 0.39% | 0.54% | Q3 2021 | Q3 2023 | 9 |
Harborview Advisors, LLC | 9 | 9 | 4.23% | 5.06% | 6.04% | Q4 2017 | Q4 2019 | 9 |
HUNTINGTON NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 9 |
Equitable Holdings, Inc. | 8 | 1 | 0.02% | 0.13% | 0.29% | Q4 2019 | Q3 2023 | 9 |
Ameritas Investment Partners, Inc. | 8 | 1 | 0.00% | 0.05% | 0.14% | Q2 2021 | Q3 2023 | 9 |
Belpointe Asset Management LLC | 8 | 1 | 0.01% | 0.16% | 0.51% | Q4 2020 | Q1 2023 | 9 |
KLINGENSTEIN FIELDS & CO LP | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q3 2015 | 9 |
YHB Investment Advisors, Inc. | 9 | 9 | 0.07% | 0.28% | 0.69% | Q3 2021 | Q3 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.24% | 0.68% | 0.90% | Q3 2021 | Q3 2023 | 9 |
Realta Investment Advisors | 9 | 9 | 0.10% | 0.13% | 0.15% | Q3 2021 | Q3 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.01% | 0.17% | 0.30% | Q4 2019 | Q3 2023 | 9 |
Bluefin Trading, LLC | 4 | 2 | 0.03% | 0.16% | 0.39% | Q1 2014 | Q1 2019 | 9 |
Clearview Wealth Advisors LLC | 9 | 9 | 0.11% | 0.33% | 0.74% | Q2 2021 | Q2 2023 | 9 |
Beta Wealth Group, Inc. | 9 | 9 | 1.58% | 3.59% | 5.58% | Q3 2021 | Q3 2023 | 9 |
Capital Asset Advisory Services LLC | 5 | 1 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 9 |
Intellectus Partners, LLC | 5 | 4 | 0.00% | 0.05% | 0.12% | Q2 2017 | Q3 2021 | 9 |
Hedeker Wealth, LLC | 9 | 9 | 0.82% | 1.51% | 2.10% | Q2 2021 | Q2 2023 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.01% | 0.09% | 0.17% | Q3 2021 | Q3 2023 | 9 |
WOODMONT INVESTMENT COUNSEL LLC | 9 | 9 | 0.02% | 0.07% | 0.13% | Q1 2021 | Q1 2023 | 9 |
Cranbrook Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Lee Financial Group Hawaii, Inc. | 8 | 8 | 0.40% | 0.58% | 0.78% | Q2 2021 | Q1 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MERITAGE PORTFOLIO MANAGEMENT | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q1 2023 | 8 |
Concord Wealth Partners | 8 | 8 | 0.01% | 4.57% | 6.85% | Q4 2021 | Q3 2023 | 8 |
Planned Solutions, Inc. | 4 | 2 | 0.13% | 0.15% | 0.17% | Q3 2020 | Q2 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.11% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Fragasso Group Inc. | 8 | 8 | 0.69% | 0.80% | 0.91% | Q1 2022 | Q4 2023 | 8 |
Argentus Capital Management, LLC | 8 | 8 | 0.11% | 0.24% | 0.53% | Q4 2014 | Q3 2016 | 8 |
Friedenthal Financial | 6 | 1 | 0.79% | 1.88% | 3.76% | Q2 2018 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.28% | 0.62% | 1.05% | Q4 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.21% | 0.64% | Q4 2021 | Q3 2023 | 8 |
American Financial Network Advisory Services LLC | 6 | 2 | 0.14% | 2.49% | 3.72% | Q3 2017 | Q3 2019 | 8 |
Future Financial Wealth Managment LLC | 8 | 8 | 0.11% | 0.33% | 0.40% | Q4 2021 | Q3 2023 | 8 |
INNEALTA CAPITAL, LLC | 5 | 1 | 0.15% | 0.54% | 1.27% | Q4 2018 | Q1 2022 | 8 |
Black Diamond Financial, LLC | 8 | 8 | 0.74% | 0.93% | 1.11% | Q4 2021 | Q3 2023 | 8 |
Marshall Financial Group LLC | 8 | 8 | 0.15% | 3.42% | 8.72% | Q4 2021 | Q3 2023 | 8 |
FIRST NATIONAL TRUST CO | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 8 |
Dynamic Advisor Solutions LLC | 5 | 1 | 0.04% | 0.17% | 0.39% | Q1 2019 | Q3 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.36% | 0.46% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Baystate Wealth Management LLC | 4 | 2 | 0.00% | 0.05% | 0.26% | Q3 2014 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Graypoint LLC | 8 | 8 | 0.04% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Truadvice, LLC | 8 | 8 | 0.06% | 0.14% | 0.26% | Q1 2021 | Q4 2022 | 8 |
Hofer & Associates. Inc | 8 | 8 | 2.61% | 2.81% | 3.03% | Q4 2021 | Q3 2023 | 8 |
Stonehearth Capital Management, LLC | 8 | 8 | 0.15% | 0.19% | 0.23% | Q1 2021 | Q4 2022 | 8 |
PALLADIEM, LLC | 8 | 8 | 0.51% | 7.81% | 11.07% | Q4 2021 | Q3 2023 | 8 |
Asset Allocation & Management Company, LLC | 8 | 8 | 1.54% | 4.77% | 9.15% | Q4 2021 | Q3 2023 | 8 |
Greystone Financial Group, LLC | 8 | 8 | 2.01% | 3.69% | 4.80% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.32% | 0.62% | 1.58% | Q4 2021 | Q3 2023 | 8 |
AMG National Trust Bank | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Invesco Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.41% | 0.87% | 1.15% | Q1 2021 | Q3 2023 | 8 |
Kingfisher Capital LLC | 8 | 8 | 0.98% | 1.09% | 1.22% | Q3 2013 | Q2 2015 | 8 |
PFS Partners, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 3 | 0.24% | 0.46% | 0.72% | Q4 2015 | Q3 2022 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.99% | 1.72% | 2.30% | Q4 2021 | Q3 2023 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.28% | 0.66% | 0.93% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.52% | 1.24% | Q4 2021 | Q3 2023 | 8 |
Accel Wealth Management | 8 | 8 | 0.03% | 0.52% | 0.76% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.02% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
PRIMORIS WEALTH ADVISORS, LLC | 8 | 8 | 0.56% | 0.94% | 1.60% | Q4 2021 | Q3 2023 | 8 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 8 | 8 | 0.06% | 0.15% | 0.28% | Q1 2021 | Q4 2022 | 8 |
Cerity Partners LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SNS Financial Group, LLC | 8 | 8 | 0.27% | 0.34% | 0.39% | Q3 2013 | Q2 2015 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MISSION WEALTH MANAGEMENT, LP | 7 | 1 | 0.05% | 0.45% | 0.73% | Q2 2019 | Q3 2023 | 8 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
SimpliFi, Inc. | 8 | 8 | 1.68% | 2.26% | 2.59% | Q2 2018 | Q1 2020 | 8 |
NATIXIS ADVISORS, L.P. | 6 | 2 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q4 2015 | 8 |
Independent Advisor Alliance | 7 | 1 | 0.01% | 0.06% | 0.30% | Q1 2017 | Q4 2022 | 8 |
Barnett & Company, Inc. | 7 | 7 | 2.09% | 2.60% | 3.19% | Q2 2018 | Q4 2019 | 7 |
BOSTON PRIVATE BANK & TRUST CO | 7 | 7 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q1 2015 | 7 |
IFG Advisory, LLC | 7 | 7 | 0.05% | 0.08% | 0.12% | Q4 2017 | Q2 2019 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.18% | 1.23% | Q1 2022 | Q3 2023 | 7 |
Windsor Wealth Management, Inc. | 7 | 7 | 0.07% | 0.68% | 1.12% | Q1 2022 | Q3 2023 | 7 |
Avitas Wealth Management LLC | 7 | 7 | 0.08% | 0.81% | 1.88% | Q1 2022 | Q3 2023 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2020 | 7 |
Destiny Wealth Partners, LLC | 7 | 7 | 2.25% | 4.06% | 7.32% | Q1 2022 | Q3 2023 | 7 |
Strategic Blueprint, LLC | 6 | 1 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 7 |
Aveo Capital Partners, LLC | 7 | 7 | 0.05% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Legacy Wealth Partners, Inc. | 7 | 7 | 0.18% | 0.29% | 0.55% | Q4 2019 | Q2 2021 | 7 |
Fortitude Advisory Group L.L.C. | 7 | 7 | 0.10% | 0.18% | 0.24% | Q4 2021 | Q2 2023 | 7 |
INSPIRION WEALTH ADVISORS, LLC | 7 | 7 | 0.04% | 1.75% | 3.48% | Q1 2022 | Q3 2023 | 7 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
AJ WEALTH STRATEGIES, LLC | 7 | 7 | 0.01% | 0.75% | 2.74% | Q1 2021 | Q3 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FIRST FOUNDATION ADVISORS | 7 | 7 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 7 |
Stratos Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
AUGUSTINE ASSET MANAGEMENT INC | 7 | 7 | 0.58% | 0.66% | 0.79% | Q1 2022 | Q3 2023 | 7 |
RFG HOLDINGS, INC. | 6 | 1 | 0.14% | 9.65% | 14.54% | Q1 2021 | Q3 2023 | 7 |
First City Capital Management, Inc. | 7 | 7 | 0.12% | 0.26% | 0.34% | Q1 2022 | Q3 2023 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.06% | 0.78% | 2.60% | Q2 2022 | Q3 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.14% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Robertson Stephens Wealth Management, LLC | 7 | 7 | 0.02% | 0.33% | 1.11% | Q1 2022 | Q3 2023 | 7 |
6 Meridian | 7 | 7 | 0.23% | 0.29% | 0.38% | Q2 2020 | Q4 2021 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.05% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Meridian Wealth Management, LLC | 7 | 7 | 0.02% | 0.12% | 0.38% | Q1 2022 | Q3 2023 | 7 |
Financial Futures Ltd Liability Co. | 7 | 7 | 0.18% | 0.95% | 4.05% | Q1 2022 | Q3 2023 | 7 |
Carmel Capital Partners, LLC | 6 | 1 | 0.00% | 0.28% | 0.42% | Q4 2021 | Q3 2023 | 7 |
S. R. Schill & Associates | 7 | 7 | 1.18% | 1.43% | 1.63% | Q2 2021 | Q4 2022 | 7 |
LORD, ABBETT & CO. LLC | 7 | 7 | 0.08% | 0.22% | 0.43% | Q1 2022 | Q3 2023 | 7 |
Csenge Advisory Group | 7 | 7 | 0.02% | 0.05% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Concorde Asset Management, LLC | 4 | 1 | 0.12% | 0.36% | 0.58% | Q4 2017 | Q3 2020 | 7 |
Eudaimonia Partners, LLC | 3 | 1 | 0.08% | 0.17% | 0.24% | Q1 2021 | Q3 2023 | 7 |
Smart Money Group LLC | 6 | 1 | 0.62% | 1.44% | 2.11% | Q1 2021 | Q4 2022 | 7 |
U.S. Capital Wealth Advisors, LLC | 7 | 7 | 0.04% | 0.07% | 0.12% | Q3 2021 | Q1 2023 | 7 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 7 |
Redhawk Wealth Advisors, Inc. | 3 | 1 | 0.14% | 1.75% | 4.94% | Q3 2019 | Q3 2022 | 7 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 7 | 7 | 0.12% | 0.16% | 0.21% | Q1 2022 | Q3 2023 | 7 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Angeles Investment Advisors, LLC | 7 | 7 | 0.11% | 5.96% | 15.22% | Q2 2021 | Q4 2022 | 7 |
Vectors Research Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.09% | 0.40% | 1.54% | Q1 2022 | Q4 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Amundi | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.09% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Prestige Wealth Management Group LLC | 7 | 7 | 0.01% | 0.09% | 0.32% | Q2 2020 | Q4 2021 | 7 |
D.B. Root & Company, LLC | 7 | 7 | 0.12% | 0.31% | 0.78% | Q1 2018 | Q3 2019 | 7 |
WOLVERINE TRADING, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2021 | 7 |
LEO BROKERAGE, LLC | 3 | 2 | 0.03% | 1.15% | 1.89% | Q1 2021 | Q2 2023 | 7 |
One Capital Management, LLC | 7 | 7 | 0.02% | 0.06% | 0.15% | Q1 2022 | Q3 2023 | 7 |
First Heartland Consultants, Inc. | 4 | 3 | 0.02% | 0.11% | 0.43% | Q2 2021 | Q1 2023 | 7 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 4 | 1 | 0.79% | 0.96% | 1.15% | Q2 2016 | Q1 2022 | 7 |
WealthShield Partners, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Mount Yale Investment Advisors, LLC | 7 | 7 | 0.04% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 7 |
SVB WEALTH LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 7 |
Royal Harbor Partners, LLC | 7 | 7 | 0.18% | 1.97% | 2.98% | Q1 2021 | Q3 2022 | 7 |
EUDAIMONIA ADVISORS LLC | 4 | 3 | 0.20% | 0.59% | 1.50% | Q4 2021 | Q3 2023 | 7 |
PPM AMERICA INC/IL | 6 | 6 | 6.10% | 17.23% | 38.45% | Q3 2021 | Q4 2022 | 6 |
Perella Weinberg Partners Capital Management LP | 6 | 6 | 0.17% | 0.21% | 0.27% | Q1 2018 | Q2 2019 | 6 |
Community Capital Management, LLC | 6 | 6 | 0.01% | 0.39% | 0.60% | Q4 2021 | Q1 2023 | 6 |
CPWM, LLC | 6 | 6 | 0.03% | 0.19% | 0.40% | Q1 2018 | Q2 2019 | 6 |
Drake & Associates, LLC | 6 | 6 | 5.22% | 5.52% | 5.83% | Q2 2022 | Q3 2023 | 6 |
Sargent Bickham Lagudis LLC | 6 | 6 | 0.00% | 0.11% | 0.30% | Q3 2021 | Q4 2022 | 6 |
TELEMUS CAPITAL, LLC | 4 | 1 | 0.02% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 6 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 6 | 6 | 0.12% | 0.15% | 0.23% | Q1 2016 | Q2 2017 | 6 |
KMG FIDUCIARY PARTNERS, LLC | 6 | 6 | 0.42% | 0.65% | 0.86% | Q2 2022 | Q3 2023 | 6 |
CAPITAL ADVISORS INC/OK | 6 | 6 | 0.01% | 0.81% | 1.49% | Q1 2021 | Q2 2022 | 6 |
Financial Management Professionals, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2020 | 6 |
WINTRUST INVESTMENTS LLC | 6 | 6 | 0.15% | 0.20% | 0.25% | Q2 2021 | Q3 2022 | 6 |
Tranquilli Financial Advisor LLC | 6 | 6 | 0.62% | 0.86% | 0.99% | Q4 2020 | Q1 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 6 |
Sanchez Wealth Management Group | 6 | 6 | 4.44% | 4.80% | 5.41% | Q1 2021 | Q2 2022 | 6 |
Redwood Financial Network Corp | 6 | 6 | 0.24% | 0.35% | 0.44% | Q1 2022 | Q2 2023 | 6 |
Latitude Advisors, LLC | 6 | 6 | 0.11% | 0.28% | 0.44% | Q3 2021 | Q4 2022 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.07% | 0.39% | 0.55% | Q2 2022 | Q3 2023 | 6 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Wells Financial Advisors INC | 6 | 6 | 0.48% | 1.28% | 1.87% | Q4 2021 | Q1 2023 | 6 |
BOKF, NA | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 6 |
Strategic Capital Alternatives LLC | 5 | 1 | 0.38% | 1.22% | 4.76% | Q3 2014 | Q1 2016 | 6 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 6 | 6 | 1.15% | 1.26% | 1.41% | Q2 2021 | Q3 2022 | 6 |
WealthCare Investment Partners, LLC | 6 | 6 | 0.23% | 0.31% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Source Financial Advisors LLC | 6 | 6 | 0.10% | 0.55% | 0.95% | Q1 2022 | Q2 2023 | 6 |
SCS Capital Management LLC | 6 | 6 | 2.10% | 3.77% | 4.66% | Q3 2021 | Q4 2022 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.03% | 2.28% | 2.90% | Q1 2021 | Q2 2022 | 6 |
Grisanti Capital Management LLC | 6 | 6 | 0.29% | 0.67% | 0.84% | Q3 2013 | Q4 2014 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Hilton Capital Management, LLC | 4 | 2 | 0.50% | 1.60% | 3.70% | Q2 2021 | Q3 2023 | 6 |
ShoreHaven Wealth Partners, LLC | 6 | 6 | 2.03% | 2.63% | 3.20% | Q4 2020 | Q1 2022 | 6 |
Aprio Wealth Management, LLC | 6 | 6 | 0.07% | 3.36% | 9.77% | Q1 2022 | Q2 2023 | 6 |
Stonebridge Capital Advisors LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.03% | 0.10% | 0.22% | Q1 2022 | Q2 2023 | 6 |
Aptus Capital Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
Black Swift Group, LLC | 4 | 2 | 0.07% | 0.18% | 0.49% | Q2 2018 | Q2 2022 | 6 |
Astoria Portfolio Advisors LLC. | 6 | 6 | 0.09% | 0.84% | 1.59% | Q4 2021 | Q1 2023 | 6 |
Weatherstone Capital Management | 3 | 3 | 0.05% | 1.36% | 4.69% | Q3 2013 | Q4 2018 | 6 |
Ten Capital Wealth Advisors, LLC | 6 | 6 | 0.28% | 0.30% | 0.32% | Q1 2022 | Q2 2023 | 6 |
TCI Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2022 | 6 |
HB Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Trilogy Capital Inc. | 6 | 6 | 0.02% | 0.19% | 1.01% | Q4 2021 | Q1 2023 | 6 |
STRINGER ASSET MANAGEMENT, LLC | 6 | 6 | 0.59% | 2.14% | 3.58% | Q1 2021 | Q2 2022 | 6 |
State of New Jersey Common Pension Fund D | 6 | 6 | 0.10% | 0.57% | 0.81% | Q2 2021 | Q3 2022 | 6 |
Main Management LLC | 5 | 1 | 0.02% | 0.95% | 1.35% | Q2 2013 | Q2 2022 | 6 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.79% | 2.46% | Q2 2018 | Q3 2023 | 6 |
SOL Capital Management CO | 6 | 6 | 0.16% | 0.17% | 0.19% | Q1 2018 | Q2 2019 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.63% | 0.93% | 1.27% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Quantitative Advantage, LLC | 6 | 6 | 1.47% | 1.57% | 1.66% | Q2 2017 | Q3 2018 | 6 |
Cutler Group LLC / CA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 6 |
WEALTH MANAGEMENT RESOURCES, INC. | 6 | 6 | 0.49% | 4.03% | 6.20% | Q4 2021 | Q1 2023 | 6 |
First Allied Asset Management, Inc. | 6 | 6 | 0.03% | 0.07% | 0.11% | Q3 2013 | Q4 2014 | 6 |
JUNCTURE WEALTH STRATEGIES, LLC | 6 | 6 | 1.02% | 2.09% | 2.88% | Q2 2022 | Q3 2023 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Vestmark Advisory Solutions, Inc. | 6 | 6 | 0.04% | 0.08% | 0.18% | Q4 2021 | Q1 2023 | 6 |
CITY HOLDING CO | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Cornerstone Wealth Management, LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q4 2021 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
G&S Capital LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2019 | 5 |
FRANKLIN RESOURCES INC | 5 | 5 | 0.00% | 0.05% | 0.08% | Q3 2021 | Q3 2022 | 5 |
FORBES J M & CO LLP | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 5 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q2 2017 | 5 |
Triumph Capital Management | 5 | 5 | 0.10% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2022 | 5 |
McNaughton Wealth Management, LLC | 5 | 5 | 0.68% | 1.29% | 1.70% | Q2 2022 | Q2 2023 | 5 |
ETRADE Capital Management LLC | 4 | 1 | 0.06% | 0.09% | 0.12% | Q4 2017 | Q3 2020 | 5 |
HL FINANCIAL SERVICES LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 5 |
Symphony Financial, Ltd. Co. | 5 | 5 | 1.77% | 2.02% | 2.22% | Q1 2022 | Q1 2023 | 5 |
Zions Bancorporation, N.A. | 3 | 1 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q2 2023 | 5 |
NYL Investors LLC | 5 | 5 | 2.25% | 2.64% | 3.30% | Q1 2021 | Q1 2022 | 5 |
Paragon Wealth Strategies, LLC | 3 | 2 | 0.00% | 4.95% | 13.09% | Q4 2021 | Q1 2023 | 5 |
Clearwater Capital Advisors, LLC | 5 | 5 | 0.07% | 0.16% | 0.49% | Q4 2017 | Q4 2018 | 5 |
Anfield Capital Management, LLC | 5 | 5 | 0.40% | 0.51% | 0.56% | Q2 2022 | Q2 2023 | 5 |
MinichMacGregor Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Austin Private Wealth, LLC | 5 | 5 | 0.05% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Bain Capital Credit, LP | 3 | 2 | 0.19% | 1.61% | 3.35% | Q2 2018 | Q3 2023 | 5 |
BOSTON FINANCIAL MANGEMENT LLC | 5 | 5 | 0.26% | 0.29% | 0.31% | Q2 2016 | Q2 2017 | 5 |
SEAVIEW INVESTMENT MANAGERS LLC | 5 | 5 | 0.09% | 0.30% | 0.53% | Q1 2022 | Q1 2023 | 5 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Castle Rock Wealth Management, LLC | 5 | 5 | 0.39% | 0.42% | 0.44% | Q4 2021 | Q4 2022 | 5 |
NVWM, LLC | 5 | 5 | 0.01% | 0.23% | 0.40% | Q4 2021 | Q4 2022 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.16% | 0.21% | 0.36% | Q4 2020 | Q3 2023 | 5 |
Fiera Capital Corp | 5 | 5 | 0.02% | 0.06% | 0.07% | Q3 2017 | Q3 2018 | 5 |
SAXON INTERESTS, INC. | 5 | 5 | 0.19% | 0.47% | 1.38% | Q3 2022 | Q3 2023 | 5 |
Cordasco Financial Network | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5 | 5 | 0.08% | 0.10% | 0.17% | Q1 2021 | Q1 2022 | 5 |
Cooper Financial Group | 5 | 5 | 0.39% | 0.67% | 0.80% | Q1 2022 | Q1 2023 | 5 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 5 |
TCG Advisory Services, LLC | 5 | 5 | 0.27% | 0.30% | 0.37% | Q2 2021 | Q2 2022 | 5 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.07% | 0.09% | 0.12% | Q3 2013 | Q3 2014 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 5 |
Jaffetilchin Investment Partners, LLC | 4 | 1 | 0.04% | 0.51% | 1.71% | Q3 2021 | Q3 2023 | 5 |
Detalus Advisors, LLC | 5 | 5 | 0.26% | 1.57% | 3.27% | Q1 2022 | Q1 2023 | 5 |
Good Life Advisors, LLC | 2 | 1 | 0.04% | 0.06% | 0.07% | Q2 2018 | Q3 2023 | 5 |
Lloyd Advisory Services, LLC. | 3 | 2 | 0.00% | 0.07% | 0.22% | Q4 2019 | Q2 2022 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.52% | 0.69% | 0.90% | Q3 2022 | Q3 2023 | 5 |
CAMBRIDGE TRUST CO | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
MCDONALD PARTNERS LLC | 5 | 5 | 0.00% | 0.09% | 0.12% | Q2 2021 | Q2 2022 | 5 |
Epstein & White Financial LLC | 3 | 2 | 0.25% | 0.64% | 2.06% | Q1 2018 | Q2 2021 | 5 |
Occidental Asset Management, LLC | 3 | 2 | 0.64% | 1.61% | 3.19% | Q1 2018 | Q4 2019 | 5 |
SG Americas Securities, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q4 2021 | 5 |
Frontier Asset Management, LLC | 5 | 5 | 0.24% | 0.40% | 0.45% | Q3 2022 | Q3 2023 | 5 |
OARSMAN CAPITAL, INC. | 5 | 5 | 1.34% | 1.46% | 1.67% | Q2 2021 | Q2 2022 | 5 |
M&T BANK CORP | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2019 | 5 |
WELCH & FORBES LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2019 | 5 |
KCS Wealth Advisory | 5 | 5 | 0.30% | 0.57% | 0.78% | Q4 2017 | Q4 2018 | 5 |
Orgel Wealth Management, LLC | 5 | 5 | 0.06% | 0.12% | 0.20% | Q3 2017 | Q3 2018 | 5 |
OneDigital Investment Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 5 |
Melone Private Wealth, LLC | 4 | 1 | 0.20% | 0.29% | 0.56% | Q4 2021 | Q3 2023 | 5 |
Coston, McIsaac & Partners | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
THOMASPARTNERS, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2015 | 5 |
Altus Wealth Management, LLC | 5 | 5 | 0.14% | 1.83% | 3.15% | Q3 2021 | Q3 2022 | 5 |
Prudent Man Advisors, LLC | 5 | 5 | 0.36% | 0.57% | 0.64% | Q3 2022 | Q3 2023 | 5 |
Bank of Marin | 5 | 5 | 0.24% | 0.34% | 0.47% | Q3 2022 | Q3 2023 | 5 |
EPG Wealth Management LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 5 |
Nuveen Asset Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Genesee Capital Advisors, LLC | 5 | 5 | 0.69% | 0.86% | 0.98% | Q3 2021 | Q3 2022 | 5 |
Strategic Capital Group LLC | 4 | 4 | 0.06% | 0.56% | 0.87% | Q3 2013 | Q2 2014 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 4 |
Sunbelt Securities, Inc. | 4 | 4 | 0.04% | 0.95% | 3.49% | Q3 2019 | Q2 2020 | 4 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.21% | 1.69% | 3.32% | Q3 2019 | Q1 2022 | 4 |
Three Peaks Capital Management, LLC | 4 | 4 | 0.73% | 1.01% | 1.14% | Q4 2020 | Q3 2021 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.42% | 0.46% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.04% | 0.79% | 1.30% | Q4 2022 | Q3 2023 | 4 |
Tennessee Valley Asset Management Partners | 3 | 1 | 0.07% | 0.34% | 0.59% | Q4 2018 | Q4 2020 | 4 |
Rooted Wealth Advisors, Inc. | 4 | 4 | 0.43% | 1.19% | 1.77% | Q4 2022 | Q3 2023 | 4 |
Hanlon Investment Management, Inc. | 3 | 1 | 0.04% | 0.14% | 0.33% | Q2 2019 | Q1 2021 | 4 |
High Net Worth Advisory Group LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
RDA Financial Network | 4 | 4 | 0.46% | 0.48% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Luken Investment Analytics, LLC | 4 | 4 | 1.99% | 2.22% | 2.60% | Q4 2022 | Q3 2023 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Segment Wealth Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q4 2019 | 4 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q3 2017 | 4 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 4 |
Semmax Financial Advisors Inc. | 3 | 1 | 0.01% | 0.08% | 0.17% | Q4 2018 | Q1 2020 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
My Legacy Advisors, LLC | 4 | 4 | 0.91% | 0.95% | 1.00% | Q4 2022 | Q3 2023 | 4 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 4 | 4 | 0.13% | 0.54% | 0.90% | Q2 2022 | Q1 2023 | 4 |
Balboa Wealth Partners | 2 | 2 | 0.07% | 0.10% | 0.13% | Q3 2022 | Q3 2023 | 4 |
Asset Planning Services, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
BENJAMIN EDWARDS INC | 3 | 1 | 0.10% | 0.19% | 0.26% | Q4 2021 | Q3 2023 | 4 |
CATALYST PRIVATE WEALTH, LLC | 2 | 1 | 0.08% | 0.30% | 0.45% | Q3 2020 | Q3 2023 | 4 |
Crow Point Partners, LLC | 4 | 4 | 0.01% | 0.10% | 0.17% | Q3 2016 | Q2 2017 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.31% | 0.36% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Park Avenue Institutional Advisers LLC | 4 | 4 | 35.06% | 42.50% | 47.99% | Q2 2021 | Q1 2022 | 4 |
BREMER TRUST NATIONAL ASSOCIATION | 4 | 4 | 0.28% | 0.36% | 0.44% | Q1 2018 | Q4 2018 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.79% | 0.94% | 1.17% | Q4 2022 | Q3 2023 | 4 |
1607 Capital Partners, LLC | 4 | 4 | 0.25% | 0.62% | 1.56% | Q4 2021 | Q3 2022 | 4 |
EMERSON INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.72% | 0.73% | 0.76% | Q2 2015 | Q1 2016 | 4 |
Capital Directions Investment Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2018 | 4 |
LexAurum Advisors, LLC | 4 | 4 | 0.42% | 0.48% | 0.55% | Q1 2022 | Q4 2022 | 4 |
Paloma Partners Management Co | 3 | 1 | 0.01% | 0.03% | 0.09% | Q1 2019 | Q3 2022 | 4 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 4 | 4 | 2.71% | 3.16% | 3.40% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.65% | 0.98% | 1.49% | Q4 2022 | Q3 2023 | 4 |
JT Stratford LLC | 4 | 4 | 1.18% | 1.61% | 2.40% | Q1 2022 | Q4 2022 | 4 |
BlueSky Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.18% | 0.28% | Q4 2018 | Q4 2019 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.31% | 0.35% | 0.43% | Q4 2022 | Q3 2023 | 4 |
MidWestOne Financial Group, Inc. | 4 | 4 | 0.08% | 0.12% | 0.14% | Q4 2021 | Q3 2022 | 4 |
Colonial River Wealth Management, LLC | 3 | 1 | 0.24% | 0.40% | 0.88% | Q3 2021 | Q4 2022 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
PINNACLE ASSOCIATES LTD | 4 | 4 | 0.01% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
Great Waters Wealth Management | 4 | 4 | 0.42% | 0.47% | 0.53% | Q4 2022 | Q3 2023 | 4 |
WEALTHSOURCE PARTNERS, LLC | 3 | 1 | 0.11% | 0.37% | 0.60% | Q3 2018 | Q4 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.01% | 0.05% | 0.14% | Q1 2017 | Q4 2017 | 4 |
ARCH CAPITAL GROUP LTD. | 4 | 4 | 8.48% | 13.78% | 19.10% | Q2 2021 | Q1 2022 | 4 |
Financial Connections Group, Inc. | 4 | 4 | 0.17% | 0.37% | 0.52% | Q4 2021 | Q3 2022 | 4 |
Bartlett & Co. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 4 | 0.16% | 0.22% | 0.28% | Q1 2022 | Q4 2022 | 4 |
West Wealth Group, LLC | 4 | 4 | 0.20% | 0.34% | 0.45% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.17% | 0.27% | 0.39% | Q4 2021 | Q3 2022 | 4 |
Leucadia National | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 3 | 1 | 0.06% | 0.06% | 0.07% | Q3 2020 | Q3 2022 | 4 |
3EDGE Asset Management, LP | 4 | 4 | 0.07% | 0.08% | 0.10% | Q3 2022 | Q2 2023 | 4 |
Hilltop Holdings Inc. | 4 | 4 | 0.03% | 0.13% | 0.17% | Q3 2021 | Q2 2022 | 4 |
A. D. Beadell Investment Counsel, Inc. | 4 | 4 | 0.40% | 0.41% | 0.44% | Q1 2018 | Q4 2018 | 4 |
Arkos Global Advisors | 4 | 4 | 0.17% | 0.20% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 3.42% | 3.88% | 4.11% | Q4 2022 | Q3 2023 | 4 |
Adams Wealth Management | 4 | 4 | 0.09% | 0.22% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Sentinus, LLC | 4 | 4 | 0.09% | 0.74% | 1.18% | Q3 2022 | Q2 2023 | 4 |
RAYMOND JAMES TRUST N.A. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Homrich & Berg | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2021 | 4 |
ENTRUST GLOBAL PARTNERS L L C | 4 | 4 | 2.63% | 3.86% | 5.48% | Q4 2021 | Q3 2022 | 4 |
Barber Financial Group, Inc. | 4 | 4 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q1 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 2.78% | 3.51% | 4.51% | Q4 2022 | Q3 2023 | 4 |
Wayfinding Financial, LLC | 2 | 1 | 0.16% | 0.86% | 1.56% | Q4 2021 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Portfolio Strategies Inc | 4 | 4 | 1.82% | 2.84% | 3.95% | Q4 2013 | Q3 2014 | 4 |
Bigelow Investment Advisors, LLC | 4 | 4 | 0.15% | 0.17% | 0.18% | Q1 2019 | Q4 2019 | 4 |
Keystone Financial Group | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 4 |
DIMENSION CAPITAL MANAGEMENT LLC | 4 | 4 | 0.18% | 0.19% | 0.19% | Q3 2022 | Q2 2023 | 4 |
Sterling Manor Financial, LLC | 4 | 4 | 0.21% | 2.14% | 5.54% | Q4 2021 | Q3 2022 | 4 |
Shilanski & Associates, Inc. | 4 | 4 | 2.45% | 2.56% | 2.67% | Q4 2022 | Q3 2023 | 4 |
Wealth Management Solutions, LLC | 4 | 4 | 0.14% | 0.42% | 0.67% | Q4 2021 | Q3 2022 | 4 |
Paradigm Financial Partners, LLC | 4 | 4 | 0.16% | 0.78% | 1.00% | Q4 2022 | Q3 2023 | 4 |
Cercano Management LLC | 4 | 4 | 0.51% | 0.55% | 0.59% | Q4 2022 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 1.71% | 1.87% | 2.12% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.04% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
TIEDEMANN ADVISORS, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Camarda Financial Advisors, LLC | 3 | 3 | 2.44% | 5.52% | 9.76% | Q2 2022 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 3 |
ARROW FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 3 |
Bruderman Asset Management, LLC | 2 | 1 | 0.01% | 0.09% | 0.16% | Q1 2019 | Q4 2019 | 3 |
Outlook Wealth Advisors, LLC | 3 | 3 | 0.50% | 0.83% | 1.02% | Q1 2022 | Q3 2022 | 3 |
Clear Perspective Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2018 | 3 |
WBH ADVISORY INC | 3 | 3 | 0.03% | 0.11% | 0.26% | Q3 2021 | Q1 2022 | 3 |
CASTLE WEALTH MANAGEMENT LLC | 3 | 3 | 2.62% | 3.63% | 4.49% | Q2 2022 | Q4 2022 | 3 |
Florin Court Capital LLP | 3 | 3 | 0.18% | 0.85% | 1.30% | Q1 2023 | Q3 2023 | 3 |
Ascendant Capital Management, LLC | 2 | 1 | 2.05% | 3.24% | 4.65% | Q2 2022 | Q1 2023 | 3 |
PSI Advisors, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Virtue Capital Management, LLC | 3 | 3 | 0.14% | 0.17% | 0.19% | Q3 2021 | Q1 2022 | 3 |
Paulson Wealth Management Inc. | 3 | 3 | 6.45% | 7.56% | 8.64% | Q4 2021 | Q2 2022 | 3 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 3 | 3 | 0.17% | 0.18% | 0.18% | Q1 2022 | Q3 2022 | 3 |
O'Connor Financial Group LLC | 3 | 3 | 3.50% | 3.55% | 3.61% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.21% | 0.24% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Hilltop Partners LLC | 3 | 3 | 2.29% | 2.36% | 2.41% | Q1 2023 | Q3 2023 | 3 |
MRA Advisory Group | 3 | 3 | 2.27% | 2.84% | 3.34% | Q1 2023 | Q3 2023 | 3 |
ProVise Management Group, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q3 2014 | 3 |
ARS Wealth Advisors, LLC | 3 | 3 | 7.07% | 7.51% | 8.17% | Q4 2020 | Q2 2021 | 3 |
Apriem Advisors | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 3 |
Granite Investment Advisors, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2017 | Q2 2018 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
Westshore Wealth, LLC | 3 | 3 | 0.28% | 0.36% | 0.47% | Q2 2022 | Q4 2022 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 1 | 0.02% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 3 |
Pinion Investment Advisors, LLC | 3 | 3 | 0.17% | 0.21% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Centennial Wealth Advisory LLC | 3 | 3 | 2.27% | 3.45% | 4.12% | Q1 2022 | Q3 2022 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q2 2022 | 3 |
Advisor Resource Council | 1 | 1 | 0.04% | 0.08% | 0.10% | Q2 2021 | Q2 2022 | 3 |
Aurora Private Wealth, Inc. | 3 | 3 | 0.10% | 0.15% | 0.22% | Q3 2021 | Q1 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.18% | 0.20% | 0.23% | Q4 2017 | Q4 2018 | 3 |
WHITTIER TRUST CO OF NEVADA INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
COMERICA SECURITIES,INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Grace Capital | 3 | 3 | 0.08% | 0.24% | 0.56% | Q1 2021 | Q3 2021 | 3 |
Private Portfolio Partners LLC | 2 | 1 | 0.11% | 0.19% | 0.27% | Q1 2022 | Q4 2022 | 3 |
Echo Wealth Management, LLC | 3 | 3 | 0.31% | 0.36% | 0.40% | Q1 2022 | Q3 2022 | 3 |
L & S Advisors Inc | 3 | 3 | 0.03% | 0.54% | 1.55% | Q1 2023 | Q3 2023 | 3 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q2 2023 | 3 |
Financial Guidance Group, Inc. | 3 | 3 | 6.33% | 6.46% | 6.54% | Q1 2022 | Q3 2022 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Manchester Capital Management LLC | 3 | 3 | 0.24% | 0.29% | 0.38% | Q3 2021 | Q1 2022 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.01% | 1.16% | 3.42% | Q1 2022 | Q3 2022 | 3 |
Sepio Capital, LP | 2 | 1 | 0.23% | 0.24% | 0.26% | Q4 2021 | Q3 2022 | 3 |
Cascadia Advisory Services, LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q3 2021 | 3 |
Burleson & Company, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Connectus Wealth, LLC | 3 | 3 | 0.14% | 0.44% | 0.71% | Q1 2022 | Q3 2022 | 3 |
MBL Wealth, LLC | 2 | 1 | 0.08% | 0.17% | 0.33% | Q4 2020 | Q1 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PEAK FINANCIAL ADVISORS LLC | 3 | 3 | 5.95% | 7.33% | 9.94% | Q2 2021 | Q4 2021 | 3 |
Treasure Coast Financial Planning | 3 | 3 | 1.63% | 6.04% | 8.76% | Q4 2021 | Q2 2022 | 3 |
Leicht Financial Planning & Wealth Management, Inc. | 3 | 3 | 1.94% | 2.02% | 2.10% | Q2 2021 | Q4 2021 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.19% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Opal Wealth Advisors, LLC | 3 | 3 | 0.27% | 0.29% | 0.31% | Q4 2022 | Q2 2023 | 3 |
Ameraudi Asset Management, Inc. | 3 | 3 | 2.85% | 3.24% | 3.60% | Q1 2022 | Q3 2022 | 3 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.28% | 0.33% | 0.37% | Q4 2021 | Q2 2022 | 3 |
ARES MANAGEMENT LLC | 3 | 3 | 2.56% | 3.47% | 4.03% | Q2 2022 | Q4 2022 | 3 |
CEDAR CAPITAL, LLC | 3 | 3 | 0.36% | 0.42% | 0.49% | Q1 2021 | Q3 2021 | 3 |
TRUEWEALTH LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q2 2020 | 3 |
Callan Capital, LLC | 3 | 3 | 0.24% | 0.34% | 0.50% | Q3 2013 | Q1 2014 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 6.96% | 7.78% | 9.27% | Q4 2021 | Q2 2022 | 3 |
ACT Advisors, LLC. | 2 | 1 | 0.15% | 6.65% | 10.11% | Q3 2022 | Q3 2023 | 3 |
Andesa Financial Management Inc. | 3 | 3 | 0.13% | 0.42% | 0.79% | Q3 2021 | Q1 2022 | 3 |
Navalign, LLC | 3 | 3 | 0.09% | 0.26% | 0.56% | Q3 2022 | Q1 2023 | 3 |
Bouchey Financial Group Ltd | 3 | 3 | 2.16% | 3.13% | 4.06% | Q3 2018 | Q1 2019 | 3 |
NEWGATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.23% | 0.62% | 1.37% | Q2 2013 | Q4 2015 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.12% | 0.32% | 0.49% | Q1 2023 | Q3 2023 | 3 |
Investors Financial Group, LLC | 3 | 3 | 0.21% | 0.24% | 0.26% | Q2 2021 | Q4 2021 | 3 |
TruWealth Advisors, LLC | 3 | 3 | 0.22% | 0.23% | 0.24% | Q1 2022 | Q3 2022 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.32% | 0.32% | 0.34% | Q1 2022 | Q3 2022 | 3 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.24% | 0.44% | 0.56% | Q1 2022 | Q3 2022 | 3 |
SouthState Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.27% | 0.30% | 0.33% | Q4 2020 | Q2 2021 | 3 |
James J. Burns & Company, LLC | 3 | 3 | 0.17% | 0.34% | 0.44% | Q3 2022 | Q1 2023 | 3 |
AOZORA BANK, LTD. | 3 | 3 | 6.29% | 7.32% | 9.32% | Q2 2018 | Q4 2018 | 3 |
Stadion Money Management, LLC | 2 | 1 | 0.24% | 0.66% | 1.38% | Q4 2014 | Q3 2023 | 3 |
Econ Financial Services Corp | 3 | 3 | 1.12% | 1.82% | 2.18% | Q4 2018 | Q2 2019 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q1 2023 | 3 |
Bensler, LLC | 3 | 3 | 1.18% | 1.32% | 1.44% | Q1 2022 | Q3 2022 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 3 |
SAGE FINANCIAL GROUP INC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q4 2022 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Column Capital Advisors, LLC | 2 | 1 | 0.07% | 0.15% | 0.19% | Q1 2022 | Q3 2023 | 3 |
JANUS HENDERSON GROUP PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Mitsubishi UFJ Trust & Banking Corp | 3 | 3 | 0.08% | 0.13% | 0.21% | Q1 2018 | Q3 2018 | 3 |
Center For Asset Management LLC | 3 | 3 | 0.34% | 0.39% | 0.44% | Q1 2022 | Q3 2022 | 3 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.76% | 0.97% | 1.18% | Q1 2021 | Q2 2021 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Fernwood Investment Management, LLC | 1 | 1 | 0.09% | 0.10% | 0.11% | Q3 2021 | Q3 2022 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
First National Bank of Mount Dora, Trust Investment Services | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
EXANE DERIVATIVES | 2 | 2 | 0.01% | 0.13% | 0.25% | Q1 2022 | Q2 2022 | 2 |
NorthCoast Asset Management LLC | 2 | 2 | 0.76% | 0.78% | 0.79% | Q2 2021 | Q3 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.25% | 0.26% | 0.27% | Q3 2021 | Q4 2021 | 2 |
Pinnacle Wealth Management Advisory Group, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Tevis Investment Management | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.03% | 1.44% | 2.85% | Q4 2021 | Q1 2022 | 2 |
ACCESS FINANCIAL SERVICES, INC. | 2 | 2 | 3.55% | 4.82% | 6.09% | Q1 2022 | Q2 2022 | 2 |
Wilson & Boucher Capital Management, LLC | 2 | 2 | 0.22% | 0.24% | 0.25% | Q1 2022 | Q2 2022 | 2 |
Capital Wealth Alliance, LLC | 2 | 2 | 0.77% | 0.80% | 0.82% | Q4 2019 | Q1 2020 | 2 |
Fortress Wealth Group, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q3 2022 | Q4 2022 | 2 |
Eagle Strategies LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q4 2022 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.03% | 0.39% | 0.75% | Q4 2022 | Q1 2023 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.02% | 0.08% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.04% | 0.18% | 0.31% | Q1 2017 | Q3 2023 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Cynosure Group, LLC | 2 | 2 | 0.81% | 0.93% | 1.05% | Q2 2023 | Q3 2023 | 2 |
American Financial Advisors, LLC | 2 | 2 | 0.04% | 0.85% | 1.66% | Q4 2018 | Q1 2019 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
TCWP LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q1 2022 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Capital CS Group, LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Eagle Bay Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Marcum Wealth, LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Auour Investments LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
LBMC INVESTMENT ADVISORS, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q3 2022 | 2 |
Aletheian Wealth Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2023 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
SPC Financial, Inc. | 2 | 2 | 2.61% | 2.62% | 2.63% | Q2 2022 | Q3 2022 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
West Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
NOMURA HOLDINGS INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
AFLAC INC | 2 | 2 | 13.02% | 21.74% | 30.46% | Q1 2022 | Q2 2022 | 2 |
Advisor OS, LLC | 1 | 1 | 0.35% | 0.44% | 0.54% | Q2 2020 | Q2 2022 | 2 |
Argent Trust Co | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
III Capital Management | 2 | 2 | 1.84% | 3.40% | 4.97% | Q4 2022 | Q1 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Aspen Wealth Strategies, LLC | 2 | 2 | 0.29% | 0.29% | 0.30% | Q4 2022 | Q1 2023 | 2 |
Flow State Investments, L.P. | 2 | 2 | 0.24% | 0.63% | 1.03% | Q2 2023 | Q3 2023 | 2 |
Little Harbor Advisors, LLC | 2 | 2 | 5.03% | 5.14% | 5.26% | Q2 2023 | Q3 2023 | 2 |
Betterment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Wright Fund Management, LLC | 2 | 2 | 2.09% | 2.66% | 3.24% | Q2 2023 | Q3 2023 | 2 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 2 |
AXS Investments LLC | 2 | 2 | 0.64% | 0.79% | 0.94% | Q2 2023 | Q3 2023 | 2 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 2 | 2 | 0.11% | 0.35% | 0.60% | Q4 2022 | Q1 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.16% | 0.17% | 0.17% | Q4 2022 | Q1 2023 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q1 2023 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.19% | 0.23% | 0.27% | Q3 2022 | Q4 2022 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
1832 Asset Management L.P. | 1 | 1 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q4 2022 | 2 |
KENNICOTT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.41% | 0.43% | 0.44% | Q4 2021 | Q1 2022 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.25% | 0.25% | 0.25% | Q4 2015 | Q1 2016 | 2 |
Stelac Advisory Services LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Rise Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
COMMUNITY BANK SYSTEM, INC. | 2 | 2 | 0.22% | 0.22% | 0.22% | Q4 2013 | Q1 2014 | 2 |
WESTWOOD HOLDINGS GROUP INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Truvestments Capital LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q3 2019 | 2 |
Parisi Gray Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
PhaseCapital LP | 2 | 2 | 25.47% | 27.47% | 29.47% | Q2 2018 | Q3 2018 | 2 |
M Holdings Securities, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
FAS Wealth Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
RIVERSEDGE ADVISORS, LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q1 2022 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LifePro Asset Management | 2 | 2 | 1.11% | 1.42% | 1.72% | Q2 2023 | Q3 2023 | 2 |
Bremer Bank National Association | 2 | 2 | 0.05% | 0.12% | 0.19% | Q1 2019 | Q2 2019 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q1 2023 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Sage Capital Advisors,llc | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2021 | Q3 2021 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
WorthPointe, LLC | 2 | 2 | 0.17% | 0.38% | 0.58% | Q4 2021 | Q1 2022 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q1 2018 | Q2 2018 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 2 |
Janney Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
BARING ASSET MANAGEMENT Ltd | 2 | 2 | 0.18% | 0.19% | 0.19% | Q4 2016 | Q1 2017 | 2 |
BARINGS LLC | 2 | 2 | 0.24% | 0.26% | 0.29% | Q1 2022 | Q2 2022 | 2 |
Ackerman Capital Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 2 |
HARBERT FUND ADVISORS, INC. | 2 | 2 | 4.88% | 4.90% | 4.92% | Q3 2022 | Q4 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Sequoia Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2018 | Q1 2019 | 2 |
Jackson Hole Capital Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 2.43% | 2.43% | 2.43% | Q4 2013 | Q4 2013 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Brookstone Capital Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Rainsberger Wealth Advisors, Inc. | 1 | 1 | 3.17% | 3.17% | 3.17% | Q3 2022 | Q3 2022 | 1 |
Founders Capital Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
PRENTISS SMITH & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 5.55% | 5.55% | 5.55% | Q1 2022 | Q1 2022 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Hunting Hill Global Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Prosperitas Financial LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Wealthstreet Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
tru Independence LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2023 | Q3 2023 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2018 | Q3 2018 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
SAM Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
AIFG Consultants Ltd. | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Highland Private Wealth Management | 1 | 1 | 1.29% | 1.29% | 1.29% | Q1 2018 | Q1 2018 | 1 |
Geller Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ACT WEALTH MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Virtu Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
BASSO CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q1 2022 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
Eldridge Investment Advisors, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q2 2023 | 1 |
Flagship Private Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Consolidated Portfolio Review Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
3D ASSET MANAGEMENT, INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Towerpoint Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Indie Asset Partners, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
1 NORTH WEALTH SERVICES LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Leading Edge Financial Planning LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Key FInancial Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Jump Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Kensington Asset Management, LLC | 1 | 1 | 1.85% | 1.85% | 1.85% | Q2 2023 | Q2 2023 | 1 |
RTD Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 2.91% | 2.91% | 2.91% | Q4 2017 | Q4 2017 | 1 |
Strategic Wealth Investment Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 12.76% | 12.76% | 12.76% | Q4 2021 | Q4 2021 | 1 |
PFG Investments, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2022 | Q3 2022 | 1 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
StoneX Group Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
AFAM CAPITAL, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2019 | Q4 2019 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CGN Advisors LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2017 | Q2 2017 | 1 |
Centiva Capital, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
CABANA LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
McClarren Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
FIDUCIARY TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Klaas Financial Asset Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Hollow Brook Wealth Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2022 | Q4 2022 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PRIVATE CAPITAL MANAGEMENT INC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2017 | Q3 2017 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Sandbox Financial Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Blue Edge Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2022 | Q1 2022 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
F3Logic, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2023 | Q3 2023 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MJP ASSOCIATES INC /ADV | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Round Table Services, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2016 | Q4 2016 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2021 | Q3 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HNP Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Blue Chip Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Dakota Community Bank & Trust NA | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2022 | Q4 2022 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2022 | Q3 2022 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Kohlberg Kravis Roberts & Co. L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
ROCKLAND TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
Belvedere Advisors LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q1 2019 | Q1 2019 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2021 | Q4 2021 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Centurion Wealth Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Narus Financial Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Aflac Asset Management LLC | 1 | 1 | 100.00% | 100.00% | 100.00% | Q4 2021 | Q4 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
External links
This page lists all the filers that currently own SSGA ACTIVE ETF TR or have owned SSGA ACTIVE ETF TR in the past.