Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
RAYMOND JAMES & ASSOCIATES | 35 | 35 | 0.00% | 0.03% | 0.09% | Q1 2015 | Q3 2023 | 35 |
ROYAL BANK OF CANADA | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
Summit Asset Management, LLC | 35 | 35 | 0.13% | 0.30% | 0.64% | Q1 2015 | Q3 2023 | 35 |
Capital Advisors, Ltd. LLC | 35 | 35 | 0.05% | 0.74% | 1.40% | Q1 2015 | Q3 2023 | 35 |
BANK OF AMERICA CORP /DE/ | 35 | 35 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
Private Advisor Group, LLC | 35 | 35 | 0.02% | 0.11% | 0.31% | Q1 2015 | Q3 2023 | 35 |
UBS Group AG | 35 | 35 | 0.01% | 0.05% | 0.13% | Q1 2015 | Q3 2023 | 35 |
Bouchey Financial Group Ltd | 35 | 35 | 0.07% | 4.57% | 7.54% | Q1 2015 | Q3 2023 | 35 |
HighTower Advisors, LLC | 35 | 35 | 0.01% | 0.10% | 0.18% | Q1 2015 | Q3 2023 | 35 |
JPMORGAN CHASE & CO | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
COLONY GROUP LLC | 35 | 35 | 0.01% | 0.18% | 0.41% | Q1 2015 | Q3 2023 | 35 |
MORGAN STANLEY | 35 | 35 | 0.00% | 0.05% | 0.10% | Q1 2015 | Q3 2023 | 35 |
LPL Financial LLC | 35 | 35 | 0.01% | 0.27% | 0.75% | Q1 2015 | Q3 2023 | 35 |
Family Firm, Inc. | 35 | 35 | 0.24% | 1.46% | 2.28% | Q1 2015 | Q3 2023 | 35 |
CITIGROUP INC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
McNamara Financial Services, Inc. | 34 | 34 | 0.51% | 11.57% | 19.45% | Q2 2015 | Q3 2023 | 34 |
VICUS CAPITAL | 34 | 34 | 0.75% | 2.19% | 3.43% | Q2 2015 | Q3 2023 | 34 |
Community Bank, N.A. | 34 | 34 | 0.55% | 0.99% | 1.72% | Q2 2015 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 34 | 0.01% | 0.07% | 0.22% | Q2 2015 | Q3 2023 | 34 |
NOTTINGHAM ADVISORS, INC. | 34 | 34 | 0.55% | 2.18% | 5.23% | Q2 2015 | Q3 2023 | 34 |
Tortoise Investment Management, LLC | 34 | 34 | 0.01% | 0.04% | 0.13% | Q2 2015 | Q3 2023 | 34 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 34 | 34 | 0.08% | 0.18% | 0.30% | Q2 2015 | Q3 2023 | 34 |
Canal Capital Management, LLC | 33 | 33 | 0.70% | 3.31% | 8.07% | Q3 2015 | Q3 2023 | 33 |
HOLLENCREST CAPITAL MANAGEMENT | 33 | 33 | 0.14% | 0.45% | 0.73% | Q3 2015 | Q3 2023 | 33 |
Freedom Investment Management, Inc. | 29 | 4 | 0.03% | 0.20% | 0.60% | Q1 2015 | Q3 2023 | 33 |
Cetera Advisors LLC | 29 | 4 | 0.01% | 0.06% | 0.17% | Q1 2015 | Q3 2023 | 33 |
OPPENHEIMER & CO INC | 33 | 33 | 0.01% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 32 | 1 | 0.01% | 0.03% | 0.08% | Q1 2015 | Q3 2023 | 33 |
Cambridge Investment Research Advisors, Inc. | 33 | 33 | 0.07% | 0.35% | 1.01% | Q3 2015 | Q3 2023 | 33 |
ALBION FINANCIAL GROUP /UT | 23 | 10 | 0.01% | 0.40% | 1.58% | Q2 2015 | Q3 2023 | 33 |
WELLS FARGO & COMPANY/MN | 33 | 33 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 33 |
CIBC WORLD MARKET INC. | 29 | 4 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 33 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 33 | 33 | 0.03% | 0.13% | 0.27% | Q3 2015 | Q3 2023 | 33 |
Alpha Cubed Investments, LLC | 32 | 32 | 0.92% | 1.63% | 3.16% | Q4 2015 | Q3 2023 | 32 |
WEATHERLY ASSET MANAGEMENT L. P. | 32 | 32 | 0.16% | 0.99% | 2.47% | Q4 2015 | Q3 2023 | 32 |
EVERGREEN CAPITAL MANAGEMENT LLC | 32 | 32 | 0.01% | 0.31% | 0.97% | Q1 2015 | Q4 2022 | 32 |
STIFEL FINANCIAL CORP | 30 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 32 |
Janney Montgomery Scott LLC | 29 | 3 | 0.01% | 0.02% | 0.11% | Q2 2015 | Q3 2023 | 32 |
Cetera Advisor Networks LLC | 32 | 32 | 0.01% | 0.03% | 0.09% | Q4 2015 | Q3 2023 | 32 |
PNC FINANCIAL SERVICES GROUP, INC. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
NewSquare Capital LLC | 32 | 32 | 0.00% | 1.75% | 4.61% | Q4 2015 | Q3 2023 | 32 |
PITTENGER & ANDERSON INC | 31 | 31 | 0.00% | 0.18% | 0.54% | Q2 2015 | Q4 2022 | 31 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 31 | 31 | 0.26% | 3.28% | 7.72% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.10% | 0.30% | Q1 2016 | Q3 2023 | 31 |
Brinker Capital Investments, LLC | 31 | 31 | 0.03% | 2.09% | 3.87% | Q2 2015 | Q4 2022 | 31 |
PINNACLE ASSOCIATES LTD | 31 | 31 | 0.01% | 0.22% | 0.50% | Q1 2016 | Q3 2023 | 31 |
SeaBridge Investment Advisors LLC | 31 | 31 | 0.16% | 0.43% | 0.73% | Q1 2016 | Q3 2023 | 31 |
ATWOOD & PALMER INC | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.11% | 0.48% | Q4 2015 | Q3 2023 | 31 |
TD Capital Management LLC | 26 | 5 | 0.00% | 3.35% | 10.37% | Q3 2015 | Q3 2023 | 31 |
Litman Gregory Wealth Management LLC | 29 | 2 | 0.40% | 1.57% | 2.57% | Q4 2015 | Q3 2023 | 31 |
BALDWIN BROTHERS LLC/MA | 30 | 30 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q4 2023 | 30 |
Bank of New York Mellon Corp | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Koshinski Asset Management, Inc. | 16 | 1 | 0.05% | 0.83% | 1.93% | Q2 2015 | Q3 2023 | 30 |
Horizon Investments, LLC | 22 | 4 | 0.05% | 1.66% | 4.55% | Q2 2015 | Q3 2023 | 30 |
Pinnacle Wealth Management Advisory Group, LLC | 30 | 30 | 0.34% | 1.36% | 2.53% | Q2 2016 | Q3 2023 | 30 |
Baird Financial Group, Inc. | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
BANK OF MONTREAL /CAN/ | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 29 |
Gemmer Asset Management LLC | 29 | 29 | 0.01% | 3.36% | 6.76% | Q1 2015 | Q1 2022 | 29 |
Chicago Partners Investment Group LLC | 29 | 29 | 0.02% | 0.24% | 0.84% | Q3 2016 | Q3 2023 | 29 |
Focused Wealth Management, Inc | 24 | 5 | 0.00% | 1.67% | 8.38% | Q2 2016 | Q3 2023 | 29 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 22 | 6 | 0.02% | 1.16% | 3.75% | Q3 2015 | Q3 2022 | 28 |
CAPITAL ADVISORS INC/OK | 28 | 28 | 0.43% | 3.05% | 5.51% | Q4 2016 | Q3 2023 | 28 |
GRIMES & COMPANY, INC. | 28 | 28 | 0.01% | 0.66% | 2.78% | Q4 2016 | Q3 2023 | 28 |
BLAIR WILLIAM & CO/IL | 27 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 28 |
Beaumont Financial Partners, LLC | 28 | 28 | 0.06% | 1.41% | 2.36% | Q4 2015 | Q3 2022 | 28 |
Cornerstone Wealth Management, LLC | 12 | 1 | 0.05% | 0.28% | 0.93% | Q1 2016 | Q3 2023 | 28 |
Winfield Associates, Inc. | 28 | 28 | 0.04% | 1.12% | 2.22% | Q2 2015 | Q1 2022 | 28 |
FOUNDERS FINANCIAL SECURITIES LLC | 24 | 4 | 0.06% | 1.40% | 3.91% | Q1 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.04% | 0.13% | 0.26% | Q4 2016 | Q3 2023 | 28 |
Addison Capital Co | 27 | 27 | 0.38% | 0.75% | 1.39% | Q1 2017 | Q3 2023 | 27 |
CAPTRUST FINANCIAL ADVISORS | 20 | 1 | 0.00% | 0.04% | 0.63% | Q3 2015 | Q3 2023 | 27 |
Miracle Mile Advisors, LLC | 23 | 4 | 0.01% | 4.19% | 9.04% | Q2 2015 | Q1 2022 | 27 |
Jacobi Capital Management LLC | 27 | 27 | 0.01% | 0.14% | 0.22% | Q1 2017 | Q3 2023 | 27 |
ASSETMARK, INC | 19 | 8 | 0.00% | 0.04% | 0.13% | Q4 2015 | Q3 2023 | 27 |
Hartford Financial Management Inc. | 27 | 27 | 0.21% | 1.07% | 3.98% | Q1 2017 | Q3 2023 | 27 |
KEYBANK NATIONAL ASSOCIATION/OH | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Mariner, LLC | 24 | 1 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.10% | 0.72% | Q2 2017 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 19 | 7 | 0.01% | 0.12% | 0.33% | Q1 2017 | Q3 2023 | 26 |
Continuum Advisory, LLC | 14 | 12 | 0.09% | 0.39% | 1.52% | Q1 2017 | Q3 2023 | 26 |
Sigma Planning Corp | 26 | 26 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q4 2021 | 26 |
Stratos Wealth Partners, LTD. | 14 | 1 | 0.01% | 0.09% | 0.20% | Q3 2016 | Q2 2023 | 26 |
Janney Capital Management LLC | 19 | 3 | 0.13% | 2.58% | 4.52% | Q1 2015 | Q3 2023 | 26 |
Advisors Preferred, LLC | 15 | 11 | 0.26% | 1.14% | 4.82% | Q2 2015 | Q4 2021 | 26 |
Callan Capital, LLC | 25 | 25 | 0.40% | 0.98% | 1.86% | Q3 2017 | Q3 2023 | 25 |
MCF Advisors LLC | 17 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 25 |
Capital Investment Advisory Services, LLC | 12 | 1 | 0.01% | 3.38% | 11.78% | Q4 2016 | Q2 2023 | 25 |
DAVENPORT & Co LLC | 25 | 25 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 25 |
WEBSTER BANK, N. A. | 25 | 25 | 0.34% | 1.12% | 1.82% | Q3 2017 | Q3 2023 | 25 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 25 |
Cetera Investment Advisers | 25 | 25 | 0.05% | 0.17% | 0.36% | Q3 2017 | Q3 2023 | 25 |
MONEYWISE, INC. | 25 | 25 | 0.24% | 1.08% | 1.85% | Q3 2016 | Q3 2022 | 25 |
Bryn Mawr Capital Management, LLC | 25 | 25 | 0.02% | 0.19% | 0.38% | Q3 2017 | Q3 2023 | 25 |
Ballew Advisors, Inc | 24 | 24 | 0.52% | 4.58% | 14.31% | Q4 2017 | Q3 2023 | 24 |
Laird Norton Wetherby Wealth Management, LLC | 19 | 1 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.11% | 0.33% | Q4 2017 | Q3 2023 | 24 |
Towerpoint Wealth, LLC | 24 | 24 | 0.20% | 3.68% | 12.04% | Q4 2017 | Q3 2023 | 24 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 24 | 24 | 0.04% | 0.10% | 0.28% | Q4 2017 | Q3 2023 | 24 |
FIRST FOUNDATION ADVISORS | 20 | 1 | 0.02% | 0.09% | 0.30% | Q2 2016 | Q3 2023 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.08% | 0.38% | Q1 2017 | Q3 2023 | 24 |
New Potomac Partners, LLC | 24 | 24 | 1.00% | 1.61% | 2.59% | Q4 2017 | Q3 2023 | 24 |
Transamerica Financial Advisors, Inc. | 16 | 1 | 0.11% | 0.31% | 0.98% | Q1 2015 | Q3 2023 | 24 |
GAMBLE JONES INVESTMENT COUNSEL | 24 | 24 | 0.18% | 0.73% | 1.16% | Q1 2017 | Q4 2022 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.06% | 0.11% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.04% | 0.20% | 0.40% | Q4 2017 | Q3 2023 | 24 |
ACG Wealth | 23 | 1 | 0.04% | 0.80% | 2.30% | Q2 2015 | Q3 2022 | 24 |
All Terrain Financial Advisors, LLC | 24 | 24 | 0.10% | 0.41% | 0.79% | Q4 2017 | Q3 2023 | 24 |
LEVEL FOUR ADVISORY SERVICES, LLC | 21 | 3 | 0.05% | 0.97% | 2.14% | Q4 2016 | Q3 2023 | 24 |
Fragasso Group Inc. | 18 | 1 | 0.03% | 0.07% | 0.43% | Q4 2016 | Q1 2023 | 23 |
LexAurum Advisors, LLC | 19 | 4 | 0.08% | 0.63% | 1.01% | Q4 2017 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 5 | 0.00% | 0.02% | 0.07% | Q3 2017 | Q3 2023 | 23 |
Occidental Asset Management, LLC | 23 | 23 | 1.34% | 4.75% | 6.55% | Q2 2015 | Q4 2020 | 23 |
CWM, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.21% | 0.48% | 0.81% | Q4 2017 | Q2 2023 | 23 |
Keystone Financial Group | 21 | 2 | 0.49% | 0.93% | 1.30% | Q4 2017 | Q3 2023 | 23 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.02% | 0.13% | Q3 2015 | Q1 2023 | 23 |
CABOT WEALTH MANAGEMENT INC | 23 | 23 | 0.36% | 0.83% | 1.07% | Q1 2015 | Q3 2020 | 23 |
TOTH FINANCIAL ADVISORY CORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 22 |
RPg Family Wealth Advisory, LLC | 16 | 1 | 0.00% | 0.11% | 0.71% | Q4 2015 | Q1 2022 | 22 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 20 | 1 | 0.27% | 1.98% | 9.57% | Q4 2017 | Q3 2023 | 22 |
SNS Financial Group, LLC | 22 | 22 | 0.14% | 0.43% | 0.80% | Q3 2015 | Q4 2020 | 22 |
Avitas Wealth Management LLC | 22 | 22 | 0.19% | 0.26% | 0.44% | Q2 2018 | Q3 2023 | 22 |
Patriot Financial Group Insurance Agency, LLC | 16 | 6 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q2 2022 | 22 |
AdvisorNet Financial, Inc | 12 | 5 | 0.00% | 0.12% | 0.38% | Q4 2017 | Q3 2023 | 22 |
Cribstone Capital Management, LLC | 22 | 22 | 1.74% | 4.25% | 6.72% | Q3 2017 | Q4 2022 | 22 |
StoneX Group Inc. | 22 | 22 | 0.14% | 0.50% | 1.65% | Q3 2016 | Q4 2021 | 22 |
Dakota Wealth Management | 21 | 21 | 0.02% | 0.18% | 0.50% | Q2 2017 | Q2 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 21 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 21 | 21 | 0.02% | 0.09% | 0.27% | Q3 2018 | Q3 2023 | 21 |
AMERICAN NATIONAL BANK | 12 | 9 | 0.01% | 0.16% | 0.40% | Q4 2015 | Q3 2023 | 21 |
Perennial Advisors, LLC | 12 | 9 | 0.06% | 0.39% | 0.97% | Q4 2016 | Q3 2022 | 21 |
Fernwood Investment Management, LLC | 21 | 21 | 0.10% | 0.31% | 0.51% | Q1 2018 | Q1 2023 | 21 |
CreativeOne Wealth, LLC | 21 | 21 | 0.07% | 0.19% | 0.47% | Q3 2018 | Q3 2023 | 21 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 21 | 21 | 2.45% | 4.68% | 7.64% | Q4 2017 | Q4 2022 | 21 |
Institute for Wealth Management, LLC. | 19 | 2 | 0.04% | 0.53% | 5.41% | Q3 2015 | Q4 2021 | 21 |
American Research & Management Co. | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2022 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.06% | 0.11% | Q1 2017 | Q3 2023 | 21 |
SYM FINANCIAL Corp | 19 | 2 | 0.06% | 0.21% | 1.01% | Q4 2017 | Q3 2023 | 21 |
REILLY FINANCIAL ADVISORS, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2021 | 20 |
Strategic Investment Advisors / MI | 20 | 20 | 0.09% | 0.95% | 2.24% | Q4 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 20 | 20 | 0.01% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 20 |
First Allied Advisory Services, Inc. | 20 | 20 | 0.04% | 0.14% | 0.38% | Q4 2015 | Q3 2020 | 20 |
Allworth Financial LP | 18 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q1 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.57% | 0.75% | 0.94% | Q4 2017 | Q3 2022 | 20 |
IHT Wealth Management, LLC | 11 | 1 | 0.00% | 0.05% | 0.11% | Q4 2016 | Q1 2022 | 20 |
Strategic Family Wealth Counselors, L.L.C. | 20 | 20 | 0.19% | 0.41% | 1.33% | Q4 2018 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.19% | 0.54% | 1.23% | Q4 2018 | Q3 2023 | 20 |
Atria Investments, Inc | 20 | 20 | 0.03% | 0.17% | 0.38% | Q4 2015 | Q3 2020 | 20 |
RESTON WEALTH MANAGEMENT LLC | 20 | 20 | 0.54% | 3.59% | 9.10% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 4.80% | 12.82% | Q4 2018 | Q3 2023 | 20 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 20 | 20 | 0.00% | 0.76% | 1.00% | Q1 2015 | Q4 2019 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 3.21% | 9.88% | Q4 2018 | Q3 2023 | 20 |
Cooper Financial Group | 20 | 20 | 0.31% | 0.43% | 0.78% | Q4 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.01% | 0.08% | Q1 2015 | Q3 2023 | 20 |
Peak Financial Management, Inc. | 19 | 1 | 0.15% | 0.69% | 1.41% | Q4 2017 | Q2 2023 | 20 |
DT Investment Partners, LLC | 20 | 20 | 0.06% | 5.01% | 10.37% | Q2 2015 | Q1 2020 | 20 |
Winslow, Evans & Crocker, Inc. | 19 | 19 | 0.00% | 0.03% | 0.11% | Q2 2016 | Q4 2020 | 19 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.12% | 0.56% | Q2 2016 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.03% | 0.08% | 0.15% | Q4 2018 | Q3 2023 | 19 |
GREENWOOD CAPITAL ASSOCIATES LLC | 19 | 19 | 0.05% | 0.81% | 2.57% | Q4 2018 | Q2 2023 | 19 |
1834 INVESTMENT ADVISORS CO | 19 | 19 | 0.00% | 0.04% | 0.06% | Q4 2017 | Q2 2022 | 19 |
Parallel Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.04% | Q4 2016 | Q3 2023 | 19 |
Quantitative Advantage, LLC | 19 | 19 | 1.47% | 2.46% | 3.93% | Q3 2018 | Q1 2023 | 19 |
Homrich & Berg | 19 | 19 | 0.02% | 0.06% | 0.20% | Q1 2017 | Q3 2021 | 19 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 19 | 19 | 0.47% | 1.17% | 2.07% | Q1 2019 | Q3 2023 | 19 |
Archer Investment Corp | 10 | 9 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Winthrop Advisory Group LLC | 19 | 19 | 0.09% | 7.86% | 17.51% | Q4 2017 | Q2 2022 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
GREATMARK INVESTMENT PARTNERS, INC. | 19 | 19 | 0.06% | 0.37% | 0.66% | Q4 2017 | Q2 2022 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.07% | 0.16% | Q1 2019 | Q3 2023 | 19 |
Financial Gravity Asset Management, Inc. | 11 | 3 | 0.00% | 0.13% | 1.08% | Q1 2018 | Q2 2023 | 19 |
FMR LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
Harbour Capital Advisors, LLC | 13 | 6 | 0.10% | 0.25% | 0.42% | Q2 2015 | Q1 2020 | 19 |
Smart Portfolios, LLC | 14 | 4 | 0.25% | 0.48% | 0.80% | Q1 2019 | Q3 2023 | 18 |
BB&T SECURITIES, LLC | 18 | 18 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q3 2019 | 18 |
CITIZENS FINANCIAL GROUP INC/RI | 17 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 18 |
Shamrock Asset Management LLC | 18 | 18 | 0.03% | 0.75% | 2.22% | Q2 2015 | Q3 2019 | 18 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 18 |
VALLEY NATIONAL ADVISERS INC | 18 | 18 | 0.05% | 2.71% | 6.50% | Q2 2019 | Q3 2023 | 18 |
Alliance Wealth Management Group | 11 | 7 | 0.06% | 4.94% | 26.43% | Q2 2016 | Q4 2021 | 18 |
OneDigital Investment Advisors LLC | 13 | 5 | 0.01% | 0.06% | 0.14% | Q2 2017 | Q4 2021 | 18 |
Next Capital Management LLC | 18 | 18 | 0.19% | 0.47% | 0.79% | Q4 2018 | Q1 2023 | 18 |
COMERICA BANK | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
TRUST CO OF VIRGINIA /VA | 18 | 18 | 0.02% | 0.63% | 1.07% | Q3 2015 | Q4 2019 | 18 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.06% | 0.40% | Q2 2015 | Q3 2019 | 18 |
OXFORD FINANCIAL GROUP, LTD. LLC | 18 | 18 | 0.03% | 0.10% | 0.22% | Q4 2016 | Q1 2021 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.06% | 0.15% | 0.29% | Q1 2019 | Q2 2023 | 18 |
Estate Counselors, LLC | 18 | 18 | 0.16% | 0.60% | 1.66% | Q1 2019 | Q2 2023 | 18 |
WEDBUSH SECURITIES INC | 17 | 17 | 0.05% | 0.15% | 0.29% | Q1 2015 | Q1 2019 | 17 |
AE Wealth Management LLC | 16 | 1 | 0.00% | 0.03% | 0.20% | Q2 2017 | Q4 2021 | 17 |
Bay Harbor Wealth Management, LLC | 17 | 17 | 0.03% | 1.09% | 3.20% | Q4 2018 | Q4 2022 | 17 |
Parkside Financial Bank & Trust | 12 | 5 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q1 2022 | 17 |
MOTCO | 17 | 17 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Cardan Capital Partners, LLC | 17 | 17 | 0.38% | 1.32% | 2.18% | Q4 2015 | Q4 2019 | 17 |
Vantage Financial Partners Ltd., Inc. | 14 | 3 | 0.13% | 0.48% | 1.55% | Q1 2019 | Q2 2023 | 17 |
ARKANSAS FINANCIAL GROUP, INC. | 17 | 17 | 0.13% | 1.69% | 2.62% | Q4 2016 | Q4 2020 | 17 |
PROFFITT & GOODSON INC | 17 | 17 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2022 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.05% | 0.12% | 0.21% | Q4 2019 | Q4 2023 | 17 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 17 |
Mutual Advisors, LLC | 13 | 4 | 0.01% | 0.12% | 0.33% | Q3 2018 | Q3 2023 | 17 |
Stratos Wealth Advisors, LLC | 17 | 17 | 0.03% | 0.22% | 0.57% | Q4 2018 | Q4 2022 | 17 |
AJ WEALTH STRATEGIES, LLC | 17 | 17 | 0.13% | 1.78% | 9.11% | Q2 2019 | Q2 2023 | 17 |
DELTEC ASSET MANAGEMENT LLC | 12 | 4 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q3 2023 | 16 |
BCS Wealth Management | 16 | 16 | 0.90% | 1.65% | 2.37% | Q4 2019 | Q3 2023 | 16 |
IFG Advisory, LLC | 11 | 5 | 0.06% | 0.40% | 1.00% | Q2 2018 | Q1 2023 | 16 |
Lido Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 16 |
Ford Financial Group, LLC | 15 | 1 | 0.04% | 0.93% | 5.52% | Q4 2017 | Q4 2022 | 16 |
John W. Brooker & Co., CPAs | 16 | 16 | 1.91% | 6.60% | 14.36% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
First City Capital Management, Inc. | 16 | 16 | 0.19% | 0.28% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Global Trust Asset Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2021 | 16 |
Krilogy Financial LLC | 16 | 16 | 0.03% | 1.10% | 1.89% | Q2 2019 | Q1 2023 | 16 |
WealthTrust Fairport, LLC | 16 | 16 | 0.37% | 0.43% | 0.53% | Q2 2015 | Q1 2019 | 16 |
HOWARD FINANCIAL SERVICES, LTD. | 16 | 16 | 0.30% | 1.00% | 3.01% | Q4 2019 | Q3 2023 | 16 |
Essex Private Wealth Management, LLC | 16 | 16 | 1.60% | 3.70% | 8.33% | Q4 2019 | Q3 2023 | 16 |
B. Riley Wealth Management, Inc. | 16 | 16 | 0.00% | 0.16% | 0.25% | Q3 2018 | Q2 2022 | 16 |
Blue Zone Wealth Advisors, LLC | 16 | 16 | 0.28% | 2.71% | 9.36% | Q4 2019 | Q3 2023 | 16 |
EWG Elevate Inc. | 16 | 16 | 1.62% | 2.06% | 2.82% | Q4 2019 | Q3 2023 | 16 |
HC FINANCIAL ADVISORS INC | 15 | 1 | 3.32% | 6.23% | 11.54% | Q1 2018 | Q2 2022 | 16 |
CX Institutional | 14 | 1 | 0.00% | 0.94% | 2.06% | Q2 2018 | Q2 2022 | 15 |
Orion Portfolio Solutions, LLC | 15 | 15 | 0.11% | 0.30% | 0.96% | Q1 2020 | Q3 2023 | 15 |
Samalin Investment Counsel, LLC | 15 | 15 | 0.14% | 0.53% | 0.83% | Q4 2019 | Q2 2023 | 15 |
Hummer Financial Advisory Services Inc | 13 | 2 | 0.42% | 0.51% | 0.77% | Q4 2019 | Q3 2023 | 15 |
Savant Capital, LLC | 15 | 15 | 0.01% | 0.05% | 0.18% | Q1 2020 | Q3 2023 | 15 |
CAHILL FINANCIAL ADVISORS INC | 14 | 1 | 0.00% | 1.22% | 1.69% | Q2 2015 | Q3 2021 | 15 |
BDO Wealth Advisors, LLC | 10 | 5 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.04% | 0.10% | 0.17% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.17% | 0.28% | 0.48% | Q1 2020 | Q3 2023 | 15 |
Essex Financial Services, Inc. | 12 | 1 | 0.04% | 0.09% | 0.18% | Q4 2017 | Q3 2022 | 15 |
AVIANCE CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.19% | 0.25% | 0.31% | Q3 2015 | Q1 2019 | 15 |
TMD & ASSOCIATES, INC | 15 | 15 | 6.92% | 10.37% | 13.45% | Q4 2015 | Q2 2019 | 15 |
Aveo Capital Partners, LLC | 11 | 1 | 0.07% | 0.31% | 0.95% | Q3 2019 | Q3 2023 | 15 |
Sheaff Brock Investment Advisors, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q2 2019 | 15 |
Newman Dignan & Sheerar, Inc. | 15 | 15 | 0.06% | 0.31% | 1.82% | Q1 2020 | Q3 2023 | 15 |
Kovack Advisors, Inc. | 13 | 2 | 0.02% | 0.23% | 0.65% | Q4 2017 | Q1 2022 | 15 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14 | 1 | 0.02% | 0.10% | 0.15% | Q2 2018 | Q3 2023 | 15 |
True North Advisors, LLC | 15 | 15 | 0.10% | 1.14% | 9.25% | Q1 2020 | Q3 2023 | 15 |
HL FINANCIAL SERVICES LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2019 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.66% | 1.57% | 3.41% | Q1 2017 | Q2 2020 | 14 |
ASPIRIANT, LLC | 14 | 14 | 0.03% | 0.16% | 0.29% | Q1 2017 | Q2 2020 | 14 |
Partnervest Advisory Services LLC | 14 | 14 | 0.09% | 0.78% | 1.35% | Q4 2015 | Q1 2019 | 14 |
Abbot Financial Management, Inc. | 14 | 14 | 0.22% | 0.61% | 1.39% | Q2 2019 | Q3 2022 | 14 |
SVA Wealth Management, LLC | 11 | 1 | 0.05% | 0.41% | 0.75% | Q4 2015 | Q4 2020 | 14 |
Integrated Wealth Concepts LLC | 14 | 14 | 0.01% | 0.04% | 0.07% | Q1 2019 | Q2 2022 | 14 |
Brouwer & Janachowski, LLC | 13 | 1 | 0.67% | 1.91% | 2.69% | Q4 2016 | Q3 2021 | 14 |
Aries Wealth Management | 12 | 2 | 0.13% | 0.16% | 0.19% | Q1 2019 | Q3 2022 | 14 |
QP WEALTH MANAGEMENT, LLC | 5 | 4 | 0.21% | 0.32% | 0.52% | Q4 2019 | Q3 2023 | 14 |
PagnatoKarp Partners LLC | 14 | 14 | 0.08% | 0.58% | 5.69% | Q4 2016 | Q1 2020 | 14 |
ETRADE Capital Management LLC | 14 | 14 | 0.01% | 0.05% | 0.08% | Q2 2017 | Q3 2020 | 14 |
Strategic Blueprint, LLC | 13 | 1 | 0.04% | 1.71% | 3.25% | Q3 2019 | Q1 2023 | 14 |
PERRITT CAPITAL MANAGEMENT INC | 10 | 4 | 0.00% | 0.92% | 2.20% | Q4 2017 | Q3 2023 | 14 |
Wagner Wealth Management, LLC | 10 | 4 | 0.00% | 0.21% | 0.82% | Q4 2017 | Q1 2023 | 14 |
NTV ASSET MANAGEMENT LLC | 14 | 14 | 0.09% | 0.13% | 0.20% | Q2 2020 | Q3 2023 | 14 |
BRINKER CAPITAL INC | 13 | 13 | 0.42% | 2.13% | 4.19% | Q3 2015 | Q3 2018 | 13 |
KCS Wealth Advisory | 13 | 13 | 0.14% | 0.66% | 1.59% | Q1 2018 | Q1 2021 | 13 |
Cornell Pochily Investment Advisors, Inc. | 13 | 13 | 0.20% | 0.30% | 0.47% | Q3 2020 | Q3 2023 | 13 |
Pasadena Private Wealth, LLC | 10 | 3 | 0.42% | 1.17% | 2.66% | Q2 2019 | Q2 2023 | 13 |
Financial Advantage, Inc. | 12 | 1 | 0.11% | 0.20% | 0.32% | Q3 2017 | Q3 2021 | 13 |
Paragon Wealth Strategies, LLC | 13 | 13 | 0.10% | 4.53% | 7.83% | Q4 2016 | Q4 2019 | 13 |
Family Management Corp | 13 | 13 | 0.06% | 0.17% | 0.47% | Q3 2020 | Q3 2023 | 13 |
Meridian Financial Partners LLC | 13 | 13 | 0.14% | 15.25% | 20.37% | Q4 2018 | Q4 2021 | 13 |
CENTAURUS FINANCIAL, INC. | 13 | 13 | 0.03% | 0.06% | 0.16% | Q4 2017 | Q4 2020 | 13 |
Connecticut Wealth Management, LLC | 13 | 13 | 0.09% | 0.38% | 0.56% | Q3 2020 | Q3 2023 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 13 |
Gerber Kawasaki Wealth & Investment Management | 10 | 1 | 0.00% | 0.90% | 1.75% | Q4 2015 | Q3 2021 | 13 |
NORTHERN CAPITAL MANAGEMENT LLC | 13 | 13 | 0.09% | 0.37% | 0.77% | Q4 2015 | Q4 2018 | 13 |
Curtis Advisory Group, LLC | 12 | 12 | 0.50% | 1.00% | 1.52% | Q4 2019 | Q3 2022 | 12 |
Jaffetilchin Investment Partners, LLC | 6 | 1 | 0.05% | 0.13% | 0.45% | Q3 2015 | Q4 2019 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 1.18% | 1.72% | 2.03% | Q4 2020 | Q3 2023 | 12 |
PFS INVESTMENTS INC. | 9 | 3 | 0.28% | 1.63% | 3.20% | Q4 2017 | Q2 2023 | 12 |
InTrack Investment Management Inc | 12 | 12 | 0.18% | 0.93% | 1.95% | Q4 2020 | Q3 2023 | 12 |
Faithward Advisors, LLC | 12 | 12 | 0.04% | 0.15% | 0.35% | Q3 2019 | Q2 2022 | 12 |
Outlook Wealth Advisors, LLC | 12 | 12 | 0.25% | 0.34% | 0.60% | Q1 2020 | Q4 2022 | 12 |
PRINCIPAL FINANCIAL GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.04% | 0.40% | 0.69% | Q4 2020 | Q3 2023 | 12 |
Curi Wealth Management, LLC | 12 | 12 | 0.72% | 1.24% | 1.72% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 10 | 1 | 0.00% | 0.16% | 1.08% | Q1 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Shepherd Financial Partners LLC | 12 | 12 | 0.16% | 0.57% | 0.92% | Q4 2016 | Q3 2019 | 12 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 12 | 12 | 0.23% | 0.26% | 0.28% | Q4 2016 | Q3 2019 | 12 |
Lucia Wealth Services, LLC | 12 | 12 | 0.08% | 0.58% | 1.77% | Q4 2017 | Q3 2020 | 12 |
LVW Advisors, LLC | 12 | 12 | 0.10% | 0.19% | 0.26% | Q4 2015 | Q3 2018 | 12 |
PETERSON WEALTH MANAGEMENT | 12 | 12 | 1.82% | 5.31% | 9.07% | Q4 2019 | Q3 2022 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.02% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Delta Investment Management, LLC | 12 | 12 | 0.12% | 0.38% | 0.75% | Q4 2020 | Q3 2023 | 12 |
BELLEVUE ASSET MANAGEMENT, LLC | 11 | 1 | 0.01% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 12 |
ADE, LLC | 12 | 12 | 0.15% | 0.19% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Harvest Investment Services, LLC | 12 | 12 | 0.31% | 0.54% | 1.18% | Q4 2018 | Q3 2021 | 12 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.03% | 0.30% | Q4 2015 | Q1 2022 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.10% | 0.43% | 0.66% | Q4 2020 | Q3 2023 | 12 |
FIFTH THIRD BANCORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2021 | 12 |
DOCK STREET ASSET MANAGEMENT INC | 12 | 12 | 0.04% | 2.24% | 3.20% | Q4 2020 | Q3 2023 | 12 |
Johnson Bixby & Associates, LLC | 12 | 12 | 4.39% | 7.70% | 9.77% | Q4 2020 | Q3 2023 | 12 |
Barry Investment Advisors, LLC | 12 | 12 | 0.53% | 4.90% | 7.27% | Q4 2020 | Q3 2023 | 12 |
Center For Asset Management LLC | 12 | 12 | 0.23% | 0.65% | 1.18% | Q4 2020 | Q3 2023 | 12 |
VisionPoint Advisory Group, LLC | 8 | 1 | 0.02% | 0.52% | 1.14% | Q3 2019 | Q3 2023 | 11 |
Fortis Advisors, LLC | 11 | 11 | 0.10% | 0.98% | 4.44% | Q1 2021 | Q3 2023 | 11 |
Commonwealth Equity Services, Inc | 11 | 11 | 0.00% | 0.22% | 0.37% | Q1 2015 | Q3 2017 | 11 |
ALTFEST L J & CO INC | 8 | 3 | 0.03% | 0.09% | 0.28% | Q4 2016 | Q3 2023 | 11 |
Stonehearth Capital Management, LLC | 10 | 1 | 0.12% | 0.91% | 1.72% | Q4 2016 | Q1 2022 | 11 |
Tidal Investments LLC | 11 | 11 | 0.03% | 0.06% | 0.18% | Q1 2020 | Q3 2022 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Cypress Wealth Advisors LLC | 11 | 11 | 0.67% | 3.18% | 5.47% | Q2 2015 | Q4 2017 | 11 |
JNBA Financial Advisors | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2020 | 11 |
Kestra Advisory Services, LLC | 7 | 4 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 11 |
Ancora Advisors LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 11 |
First Heartland Consultants, Inc. | 11 | 11 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q3 2021 | 11 |
Fusion Capital, LLC | 11 | 11 | 2.17% | 3.98% | 5.86% | Q4 2019 | Q2 2022 | 11 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.13% | 0.82% | Q3 2017 | Q3 2023 | 11 |
SYNOVUS FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 11 |
Visionary Wealth Advisors | 11 | 11 | 0.19% | 0.26% | 0.52% | Q1 2021 | Q3 2023 | 11 |
MGO ONE SEVEN LLC | 6 | 1 | 0.01% | 0.05% | 0.10% | Q4 2017 | Q1 2022 | 11 |
Minot Wealth Management LLC | 11 | 11 | 0.20% | 1.31% | 3.26% | Q4 2019 | Q2 2022 | 11 |
Maltin Wealth Management, Inc. | 11 | 11 | 0.16% | 0.39% | 0.50% | Q4 2019 | Q2 2022 | 11 |
M&T BANK CORP | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2021 | 11 |
EQ LLC | 11 | 11 | 0.44% | 0.59% | 0.88% | Q4 2020 | Q2 2023 | 11 |
Sargent Bickham Lagudis LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 11 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 10 | 0.20% | 0.25% | 0.34% | Q2 2021 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 6 | 4 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.14% | 1.28% | Q4 2018 | Q2 2022 | 10 |
AFFINITY WEALTH MANAGEMENT LLC | 10 | 10 | 1.66% | 4.83% | 8.69% | Q2 2015 | Q3 2017 | 10 |
Goldstein Munger & Associates | 10 | 10 | 0.21% | 0.52% | 0.73% | Q3 2018 | Q4 2020 | 10 |
Private Capital Group, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 10 |
Venturi Wealth Management, LLC | 10 | 10 | 0.90% | 1.12% | 1.40% | Q4 2015 | Q1 2018 | 10 |
HARVEST VOLATILITY MANAGEMENT LLC | 8 | 2 | 0.01% | 2.03% | 19.53% | Q4 2020 | Q3 2023 | 10 |
Stone House Investment Management, LLC | 10 | 10 | 2.00% | 3.29% | 4.63% | Q4 2016 | Q1 2019 | 10 |
Leicht Financial Planning & Wealth Management, Inc. | 10 | 10 | 3.13% | 5.47% | 8.31% | Q2 2020 | Q3 2022 | 10 |
Blue Edge Capital, LLC | 10 | 10 | 0.05% | 0.07% | 0.12% | Q4 2018 | Q1 2021 | 10 |
Greenwich Wealth Management LLC | 10 | 10 | 0.07% | 0.21% | 0.34% | Q1 2016 | Q2 2018 | 10 |
HUTCHENS INVESTMENT MANAGEMENT INC | 6 | 4 | 0.00% | 0.50% | 0.70% | Q2 2015 | Q4 2017 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2019 | 10 |
United Asset Strategies, Inc. | 9 | 1 | 0.06% | 0.10% | 0.13% | Q2 2015 | Q4 2017 | 10 |
USCA RIA LLC | 10 | 10 | 0.09% | 0.12% | 0.15% | Q2 2015 | Q3 2017 | 10 |
SimpliFi, Inc. | 10 | 10 | 2.76% | 20.02% | 24.10% | Q4 2017 | Q1 2020 | 10 |
Trilogy Capital Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 10 |
Kingsview Wealth Management, LLC | 7 | 3 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2022 | 10 |
Triumph Capital Management | 10 | 10 | 0.18% | 0.20% | 0.24% | Q2 2021 | Q3 2023 | 10 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 3 | 0.01% | 0.95% | 4.25% | Q1 2021 | Q3 2023 | 10 |
Huber Financial Advisors, LLC | 10 | 10 | 0.44% | 0.57% | 0.70% | Q4 2017 | Q1 2020 | 10 |
One Capital Management, LLC | 10 | 10 | 0.33% | 0.97% | 1.41% | Q2 2021 | Q3 2023 | 10 |
Stratos Investment Management, LLC | 10 | 10 | 0.06% | 0.18% | 0.29% | Q2 2020 | Q3 2022 | 10 |
NATIONAL PLANNING CORP | 10 | 10 | 0.03% | 0.24% | 0.56% | Q2 2015 | Q3 2017 | 10 |
Procyon Advisors, LLC | 10 | 10 | 0.12% | 0.29% | 0.46% | Q4 2019 | Q1 2022 | 10 |
Opal Wealth Advisors, LLC | 10 | 10 | 0.23% | 0.38% | 0.68% | Q1 2021 | Q2 2023 | 10 |
Your Advocates Ltd., LLP | 10 | 10 | 0.00% | 0.04% | 0.30% | Q1 2021 | Q2 2023 | 10 |
Prospera Financial Services Inc | 10 | 10 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 10 |
Towercrest Capital Management | 7 | 3 | 0.04% | 0.13% | 0.70% | Q2 2018 | Q4 2021 | 10 |
DEUTSCHE BANK AG\ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
Arkadios Wealth Advisors | 9 | 9 | 0.10% | 0.44% | 1.12% | Q2 2020 | Q2 2022 | 9 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 9 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 9 |
Wealth Alliance | 9 | 9 | 0.05% | 0.92% | 2.19% | Q4 2019 | Q4 2021 | 9 |
Cornerstone Advisory, LLC | 6 | 1 | 0.00% | 0.36% | 0.77% | Q4 2019 | Q3 2023 | 9 |
McElhenny Sheffield Capital Management, LLC | 9 | 9 | 0.13% | 0.19% | 0.28% | Q3 2021 | Q3 2023 | 9 |
BlackRock Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 9 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 8 | 1 | 0.07% | 0.14% | 0.17% | Q1 2017 | Q4 2019 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q1 2022 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.14% | 0.36% | Q1 2018 | Q3 2023 | 9 |
Ledyard National Bank | 9 | 9 | 0.00% | 0.05% | 0.13% | Q4 2016 | Q4 2018 | 9 |
MBL Wealth, LLC | 7 | 1 | 0.18% | 0.96% | 1.32% | Q1 2021 | Q3 2023 | 9 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 9 |
Cypress Wealth Services, LLC | 9 | 9 | 0.13% | 0.42% | 0.72% | Q4 2017 | Q4 2019 | 9 |
Corbenic Partners LLC | 9 | 9 | 0.46% | 1.71% | 3.68% | Q2 2020 | Q2 2022 | 9 |
Reitz Capital Advisors LLC | 9 | 9 | 0.11% | 9.00% | 14.12% | Q4 2018 | Q4 2020 | 9 |
Aufman Associates Inc | 9 | 9 | 0.17% | 0.19% | 0.22% | Q3 2021 | Q3 2023 | 9 |
M Holdings Securities, Inc. | 8 | 1 | 0.06% | 0.47% | 0.79% | Q2 2017 | Q1 2020 | 9 |
Verition Fund Management LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Shilanski & Associates, Inc. | 9 | 9 | 1.25% | 1.50% | 1.89% | Q2 2020 | Q2 2022 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.23% | 0.29% | 0.34% | Q3 2021 | Q3 2023 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.20% | 0.38% | 0.58% | Q4 2019 | Q4 2021 | 9 |
Koss-Olinger Consulting, LLC | 8 | 1 | 0.03% | 0.10% | 0.34% | Q1 2021 | Q3 2023 | 9 |
First Capital Advisors Group, LLC. | 9 | 9 | 0.19% | 2.23% | 5.16% | Q4 2016 | Q4 2018 | 9 |
Kingfisher Capital LLC | 9 | 9 | 1.50% | 1.94% | 2.51% | Q4 2019 | Q4 2021 | 9 |
ENTERPRISE FINANCIAL SERVICES CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 9 |
HARBOUR INVESTMENTS, INC. | 4 | 1 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 9 |
Capital Wealth Alliance, LLC | 9 | 9 | 0.48% | 0.94% | 1.58% | Q4 2019 | Q4 2021 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.01% | 0.40% | 2.37% | Q4 2019 | Q3 2023 | 9 |
EPG Wealth Management LLC | 4 | 2 | 0.06% | 0.12% | 0.25% | Q1 2020 | Q1 2023 | 9 |
Intersect Capital LLC | 9 | 9 | 0.04% | 0.06% | 0.10% | Q3 2019 | Q3 2021 | 9 |
Golden State Wealth Management, LLC | 4 | 1 | 0.02% | 0.10% | 0.25% | Q1 2019 | Q1 2022 | 9 |
Spinnaker Investment Group, LLC | 8 | 8 | 6.40% | 8.52% | 11.66% | Q4 2021 | Q3 2023 | 8 |
VIRIDIAN RIA, LLC | 6 | 2 | 0.07% | 0.15% | 0.30% | Q1 2020 | Q1 2022 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Pacific Center for Financial Services | 8 | 8 | 0.37% | 5.75% | 8.24% | Q4 2016 | Q3 2018 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.00% | 0.80% | 2.20% | Q4 2021 | Q3 2023 | 8 |
TUCKER ASSET MANAGEMENT LLC | 5 | 3 | 0.00% | 0.03% | 0.16% | Q4 2020 | Q2 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.03% | 0.21% | 0.54% | Q1 2019 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bridge Advisory, LLC | 8 | 8 | 0.14% | 0.69% | 1.50% | Q4 2020 | Q3 2022 | 8 |
SeaCrest Wealth Management, LLC | 6 | 2 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q4 2019 | 8 |
Simplicity Solutions, LLC | 4 | 1 | 0.01% | 0.09% | 0.24% | Q3 2015 | Q2 2020 | 8 |
Aft, Forsyth & Sober, LLC | 8 | 8 | 0.71% | 5.13% | 13.54% | Q4 2019 | Q3 2021 | 8 |
SENTINEL PENSION ADVISORS INC | 8 | 8 | 0.18% | 0.22% | 0.29% | Q1 2020 | Q4 2021 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.17% | 0.48% | 1.00% | Q1 2015 | Q4 2016 | 8 |
Prime Capital Investment Advisors, LLC | 5 | 1 | 0.01% | 0.06% | 0.14% | Q1 2020 | Q3 2023 | 8 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 8 |
NORTHEAST INVESTMENT MANAGEMENT | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q4 2017 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.56% | 0.89% | 1.11% | Q1 2021 | Q3 2023 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.21% | 0.27% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Holistic Financial Partners | 8 | 8 | 0.66% | 4.04% | 7.44% | Q4 2017 | Q3 2019 | 8 |
Price Wealth, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
DIVIDEND ASSETS CAPITAL, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 8 | 8 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q1 2019 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.06% | 0.11% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Spire Wealth Management | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Hofer & Associates. Inc | 8 | 8 | 0.29% | 0.31% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Financial Sense Advisors, Inc. | 4 | 4 | 0.12% | 1.10% | 4.23% | Q2 2016 | Q3 2018 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Steinberg Global Asset Management | 8 | 8 | 1.69% | 1.82% | 1.90% | Q1 2016 | Q4 2017 | 8 |
Cerity Partners LLC | 8 | 8 | 0.01% | 0.08% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Enterprise Trust & Investment Co | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 8 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 8 |
Polaris Wealth Advisory Group, LLC | 5 | 2 | 0.60% | 1.57% | 3.97% | Q2 2017 | Q1 2020 | 7 |
Semmax Financial Advisors Inc. | 7 | 7 | 0.01% | 0.03% | 0.09% | Q4 2018 | Q2 2020 | 7 |
Demars Financial Group, LLC | 7 | 7 | 0.15% | 0.56% | 0.75% | Q1 2020 | Q3 2021 | 7 |
TRUIST FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 7 |
IFC Holdings Incorporated/FL | 7 | 7 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q4 2017 | 7 |
Creative Planning | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 7 |
Bison Wealth, LLC | 6 | 1 | 0.16% | 0.50% | 0.77% | Q3 2015 | Q3 2017 | 7 |
Financial Engines Advisors L.L.C. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Frontier Wealth Management LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
First Horizon Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 7 |
DB Wealth Management Group, LLC | 6 | 1 | 0.01% | 0.12% | 0.34% | Q4 2020 | Q3 2023 | 7 |
SOL Capital Management CO | 7 | 7 | 0.31% | 0.35% | 0.39% | Q1 2018 | Q3 2019 | 7 |
J.W. COLE ADVISORS, INC. | 6 | 1 | 0.09% | 0.13% | 0.18% | Q4 2019 | Q3 2021 | 7 |
STRINGER ASSET MANAGEMENT, LLC | 6 | 1 | 0.50% | 1.64% | 2.44% | Q2 2015 | Q2 2020 | 7 |
AVALON CAPITAL MANAGEMENT | 4 | 3 | 0.47% | 7.68% | 14.47% | Q4 2018 | Q3 2020 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.73% | 0.85% | 1.03% | Q1 2022 | Q3 2023 | 7 |
Argentus Capital Management, LLC | 7 | 7 | 0.09% | 0.34% | 0.49% | Q1 2015 | Q3 2016 | 7 |
SEI INVESTMENTS CO | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 7 |
LBA Wealth Management, LLC | 7 | 7 | 0.06% | 0.09% | 0.15% | Q3 2015 | Q1 2017 | 7 |
Financial Strategies Group, Inc. | 7 | 7 | 0.09% | 0.14% | 0.22% | Q1 2022 | Q3 2023 | 7 |
MEANS INVESTMENT CO., INC. | 7 | 7 | 0.06% | 0.09% | 0.15% | Q4 2018 | Q2 2020 | 7 |
TFC Financial Management, Inc. | 7 | 7 | 0.02% | 0.11% | 0.16% | Q4 2020 | Q2 2022 | 7 |
Concert Wealth Management Inc. | 7 | 7 | 0.11% | 0.26% | 0.39% | Q2 2015 | Q4 2016 | 7 |
Northwest Quadrant Wealth Management, LLC | 7 | 7 | 3.42% | 3.86% | 4.93% | Q4 2016 | Q2 2018 | 7 |
Ellis Investment Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Guardian Financial Partners, LLC | 6 | 1 | 1.10% | 1.24% | 1.32% | Q4 2021 | Q3 2023 | 7 |
Northwest Bancshares, Inc. | 7 | 7 | 0.09% | 0.39% | 0.86% | Q2 2020 | Q4 2021 | 7 |
Ausdal Financial Partners, Inc. | 3 | 1 | 0.07% | 0.19% | 0.30% | Q4 2015 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 5 | 2 | 0.05% | 0.18% | 0.37% | Q4 2021 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Covington Capital Management | 3 | 2 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q4 2021 | 7 |
Fluent Financial, LLC | 7 | 7 | 0.28% | 0.32% | 0.35% | Q4 2017 | Q2 2019 | 7 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 7 | 0.03% | 0.09% | 0.15% | Q1 2022 | Q3 2023 | 7 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 4 | 3 | 0.73% | 2.26% | 5.25% | Q2 2019 | Q3 2023 | 7 |
Epstein & White Financial LLC | 7 | 7 | 0.11% | 1.20% | 5.40% | Q4 2017 | Q2 2019 | 7 |
Lehman Financial Resources, Inc. | 7 | 7 | 1.33% | 1.48% | 1.62% | Q1 2017 | Q3 2018 | 7 |
Renaissance Technologies | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 7 |
Integrated Wealth Management | 7 | 7 | 0.83% | 1.06% | 1.24% | Q3 2015 | Q1 2017 | 7 |
Vectors Research Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 7 |
Risk Paradigm Group, LLC | 7 | 7 | 1.16% | 1.62% | 1.87% | Q3 2016 | Q1 2018 | 7 |
HORIZON FINANCIAL SERVICES, LLC | 6 | 6 | 0.01% | 4.34% | 8.20% | Q3 2020 | Q4 2021 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
US BANCORP \DE\ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Moors & Cabot, Inc. | 6 | 6 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q4 2017 | 6 |
Investors Research Corp | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Quadrant Capital Management, LLC | 6 | 6 | 3.65% | 6.78% | 9.93% | Q2 2015 | Q3 2016 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
RWA WEALTH PARTNERS, LLC | 6 | 6 | 0.02% | 0.84% | 1.43% | Q1 2017 | Q2 2018 | 6 |
Cavalier Investments, LLC | 3 | 3 | 0.16% | 0.40% | 0.66% | Q1 2017 | Q1 2019 | 6 |
Merit Financial Group, LLC | 4 | 2 | 0.02% | 0.15% | 0.39% | Q4 2021 | Q3 2023 | 6 |
Golden State Equity Partners | 6 | 6 | 1.04% | 1.52% | 2.95% | Q4 2020 | Q1 2022 | 6 |
FDx Advisors, Inc. | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2017 | 6 |
Atria Wealth Solutions, Inc. | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Aptus Capital Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
Lee Capital Holdings LLC | 4 | 2 | 0.17% | 0.40% | 0.66% | Q2 2018 | Q4 2019 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q1 2020 | 6 |
US FINANCIAL ADVISORS, LLC | 3 | 3 | 0.03% | 0.61% | 1.20% | Q4 2015 | Q2 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
AllSquare Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q1 2019 | 6 |
SCOTIA CAPITAL INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2020 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.19% | 0.25% | 0.31% | Q4 2020 | Q1 2022 | 6 |
Hefty Wealth Partners | 6 | 6 | 1.46% | 1.54% | 1.70% | Q4 2016 | Q1 2018 | 6 |
Financial Management Professionals, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2019 | 6 |
Congress Wealth Management LLC / DE / | 6 | 6 | 0.02% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Trutina Financial LLC | 6 | 6 | 0.35% | 0.46% | 0.53% | Q3 2015 | Q4 2016 | 6 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 6 |
Virtue Capital Management, LLC | 5 | 1 | 0.04% | 0.06% | 0.10% | Q3 2018 | Q4 2021 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.10% | 0.21% | Q1 2022 | Q2 2023 | 6 |
New England Professional Planning Group Inc. | 6 | 6 | 0.17% | 3.13% | 12.72% | Q2 2022 | Q3 2023 | 6 |
Private Portfolio Partners LLC | 3 | 3 | 0.06% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 6 |
FAS Wealth Partners, Inc. | 6 | 6 | 0.86% | 1.05% | 1.33% | Q2 2022 | Q3 2023 | 6 |
Arbor Wealth Management, LLC | 6 | 6 | 4.61% | 5.91% | 6.59% | Q4 2015 | Q1 2017 | 6 |
GPS Wealth Strategies Group, LLC | 6 | 6 | 0.04% | 0.13% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Arete Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2023 | 6 |
Klingman & Associates, LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2015 | Q3 2016 | 6 |
Morling Financial Advisors, LLC | 4 | 2 | 0.33% | 0.48% | 0.58% | Q4 2021 | Q3 2023 | 6 |
Clearstead Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 6 |
Stadion Money Management, LLC | 3 | 1 | 0.47% | 2.69% | 7.02% | Q3 2015 | Q3 2023 | 6 |
NORTHSTAR WEALTH PARTNERS LLC | 5 | 1 | 0.08% | 0.22% | 0.31% | Q1 2017 | Q4 2019 | 6 |
COURIER CAPITAL LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
OneAscent Wealth Management LLC | 5 | 1 | 0.12% | 0.44% | 1.18% | Q3 2021 | Q1 2023 | 6 |
Moloney Securities Asset Management, LLC | 6 | 6 | 0.04% | 0.16% | 0.40% | Q2 2020 | Q3 2021 | 6 |
Forum Private Client Group LLC | 6 | 6 | 0.57% | 0.73% | 0.90% | Q1 2022 | Q2 2023 | 6 |
MUFG Americas Holdings Corp | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2016 | 6 |
Kovitz Investment Group Partners, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q2 2020 | 6 |
American Financial Advisors, LLC | 6 | 6 | 0.04% | 0.21% | 0.56% | Q4 2018 | Q1 2020 | 6 |
Cranbrook Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
TILIA FIDUCIARY PARTNERS, INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Moser Wealth Advisors, LLC | 6 | 6 | 0.28% | 0.50% | 0.79% | Q4 2019 | Q1 2021 | 6 |
S. R. Schill & Associates | 6 | 6 | 4.41% | 5.12% | 5.96% | Q2 2016 | Q3 2017 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 1.06% | 1.53% | 2.24% | Q4 2019 | Q1 2021 | 6 |
Capital Advisory Group Advisory Services, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 5 |
AMERIPRISE FINANCIAL INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2022 | 5 |
STAPP WEALTH MANAGEMENT, PLLC | 5 | 5 | 0.07% | 7.30% | 13.39% | Q3 2022 | Q3 2023 | 5 |
Advisor Resource Council | 2 | 1 | 0.06% | 0.18% | 0.42% | Q2 2021 | Q2 2023 | 5 |
PALLADIEM, LLC | 3 | 2 | 0.35% | 1.18% | 3.63% | Q2 2015 | Q4 2022 | 5 |
WCG Wealth Advisors LLC | 4 | 4 | 0.05% | 0.36% | 0.47% | Q2 2022 | Q1 2023 | 5 |
New England Investment & Retirement Group, Inc. | 5 | 5 | 0.21% | 0.33% | 0.80% | Q4 2015 | Q4 2016 | 5 |
WASHINGTON TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Arden Trust Co | 5 | 5 | 0.07% | 5.22% | 7.74% | Q4 2022 | Q4 2023 | 5 |
1ST SOURCE BANK | 5 | 5 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q4 2021 | 5 |
Executive Wealth Management, LLC | 4 | 1 | 0.00% | 0.68% | 1.02% | Q4 2018 | Q3 2023 | 5 |
CIDEL ASSET MANAGEMENT INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2016 | 5 |
Cornerstone Financial Partners, LLC | 5 | 5 | 0.23% | 1.19% | 1.90% | Q4 2015 | Q4 2016 | 5 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2020 | 5 |
VSR Financial Services, Inc. | 5 | 5 | 0.04% | 0.17% | 0.41% | Q2 2015 | Q2 2016 | 5 |
PSI Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q2 2022 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q2 2020 | 5 |
Hamilton Wealth, LLC | 5 | 5 | 0.70% | 0.90% | 1.04% | Q4 2018 | Q4 2019 | 5 |
MARINO, STRAM & ASSOCIATES LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Columbus Macro, LLC | 5 | 5 | 0.47% | 0.50% | 0.52% | Q3 2021 | Q3 2022 | 5 |
INVESTMENT CENTERS OF AMERICA INC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q3 2016 | Q3 2017 | 5 |
Pinnacle Wealth Management Group, Inc. | 5 | 5 | 0.22% | 0.26% | 0.36% | Q2 2021 | Q2 2022 | 5 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q1 2017 | 5 |
Financial Architects, Inc | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
HCR Wealth Advisors | 3 | 2 | 0.10% | 0.11% | 0.13% | Q4 2016 | Q1 2018 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 1 | 0.03% | 0.08% | 0.23% | Q4 2021 | Q3 2023 | 5 |
Marcum Wealth, LLC | 5 | 5 | 0.09% | 0.46% | 0.65% | Q4 2019 | Q4 2020 | 5 |
Braver Wealth Management, LLC | 5 | 5 | 1.17% | 1.48% | 1.71% | Q4 2015 | Q4 2016 | 5 |
D.A. DAVIDSON & CO. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2022 | 5 |
TCI Wealth Advisors, Inc. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2022 | 5 |
Bedel Financial Consulting, Inc. | 5 | 5 | 2.11% | 2.77% | 3.61% | Q2 2022 | Q2 2023 | 5 |
FORBES J M & CO LLP | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 5 |
Old North State Trust, LLC | 5 | 5 | 0.00% | 0.11% | 0.37% | Q3 2018 | Q3 2019 | 5 |
20/20 Capital Management, Inc. | 5 | 5 | 1.11% | 1.49% | 1.78% | Q2 2020 | Q2 2021 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.11% | 0.20% | 0.31% | Q4 2018 | Q4 2019 | 5 |
Vista Private Wealth Partners. LLC | 5 | 5 | 0.22% | 1.27% | 1.60% | Q3 2022 | Q3 2023 | 5 |
Private Advisory Group LLC | 5 | 5 | 0.22% | 2.25% | 3.72% | Q4 2016 | Q4 2017 | 5 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 5 |
STATE STREET CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.17% | 0.24% | 0.35% | Q3 2021 | Q3 2022 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.19% | 0.39% | 0.98% | Q1 2022 | Q1 2023 | 5 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.02% | 0.16% | 0.36% | Q3 2016 | Q4 2020 | 5 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 5 | 5 | 0.13% | 0.15% | 0.19% | Q3 2020 | Q3 2021 | 5 |
Marshall Financial Group LLC | 4 | 1 | 0.09% | 0.30% | 0.44% | Q4 2021 | Q3 2023 | 5 |
Corrigan Financial, Inc. | 5 | 5 | 1.41% | 5.91% | 7.96% | Q1 2018 | Q1 2019 | 5 |
LAKE STREET PRIVATE WEALTH, LLC | 5 | 5 | 0.94% | 1.01% | 1.08% | Q3 2019 | Q3 2020 | 5 |
1620 INVESTMENT ADVISORS, INC. | 5 | 5 | 0.32% | 1.41% | 1.80% | Q3 2022 | Q3 2023 | 5 |
OPTIMUM INVESTMENT ADVISORS | 4 | 1 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q4 2023 | 5 |
Certified Advisory Corp | 3 | 1 | 0.01% | 0.25% | 0.96% | Q4 2017 | Q4 2019 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 1.44% | 1.52% | 1.60% | Q4 2017 | Q3 2018 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
KANALY TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Kavar Capital Partners, LLC | 2 | 1 | 0.13% | 0.17% | 0.19% | Q1 2018 | Q3 2020 | 4 |
EP Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
RATIONAL ADVISORS LLC | 4 | 4 | 0.04% | 0.11% | 0.22% | Q1 2018 | Q4 2018 | 4 |
Heritage Financial Services, LLC | 2 | 2 | 0.11% | 0.41% | 0.89% | Q2 2022 | Q3 2023 | 4 |
Legacy Wealth Partners, Inc. | 4 | 4 | 0.28% | 0.52% | 0.94% | Q2 2020 | Q1 2021 | 4 |
OLD SECOND NATIONAL BANK OF AURORA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Palo Capital, Inc. | 4 | 4 | 0.68% | 1.46% | 2.26% | Q1 2018 | Q4 2018 | 4 |
Swan Global Investments, LLC | 4 | 4 | 0.44% | 0.47% | 0.50% | Q1 2016 | Q4 2016 | 4 |
Ameritas Investment Company, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 4 |
WestHill Financial Advisors, Inc. | 2 | 2 | 3.57% | 4.85% | 7.76% | Q4 2020 | Q4 2021 | 4 |
Herr Investment Group LLC | 4 | 4 | 0.04% | 0.37% | 0.70% | Q4 2022 | Q3 2023 | 4 |
PHH Investments, Ltd. | 4 | 4 | 9.32% | 9.70% | 9.99% | Q3 2018 | Q2 2019 | 4 |
Leeward Financial Partners, LLC | 2 | 2 | 0.80% | 0.93% | 1.10% | Q4 2021 | Q3 2023 | 4 |
Good Life Advisors, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 4 |
Cardinal Point Wealth Management Partners, LLC | 4 | 4 | 3.84% | 4.33% | 4.66% | Q4 2021 | Q3 2022 | 4 |
Keel Point, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q2 2023 | 4 |
Paulson Wealth Management Inc. | 4 | 4 | 0.20% | 0.21% | 0.23% | Q4 2017 | Q3 2018 | 4 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q4 2022 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.92% | 0.96% | 1.00% | Q4 2022 | Q3 2023 | 4 |
GREAT LAKES ADVISORS, LLC | 4 | 4 | 0.02% | 0.05% | 0.08% | Q1 2015 | Q4 2015 | 4 |
Cardinal Point Wealth Management LLC | 4 | 4 | 4.48% | 4.78% | 5.02% | Q4 2020 | Q3 2021 | 4 |
Pettinga Financial Advisors LLC | 2 | 1 | 0.10% | 0.92% | 3.10% | Q4 2018 | Q3 2021 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Onyx Bridge Wealth Group LLC | 4 | 4 | 1.29% | 2.13% | 2.81% | Q4 2020 | Q3 2021 | 4 |
One Charles Private Wealth Services, LLC | 3 | 1 | 1.16% | 4.67% | 8.67% | Q4 2019 | Q4 2020 | 4 |
OARSMAN CAPITAL, INC. | 3 | 1 | 0.09% | 0.11% | 0.14% | Q4 2019 | Q4 2020 | 4 |
Spotlight Asset Group, Inc. | 2 | 1 | 1.47% | 1.92% | 2.42% | Q2 2021 | Q1 2023 | 4 |
Carroll Financial Associates, Inc. | 3 | 1 | 0.00% | 0.04% | 0.10% | Q3 2019 | Q3 2020 | 4 |
HEADINVEST, LLC | 4 | 4 | 0.19% | 0.21% | 0.23% | Q4 2020 | Q3 2021 | 4 |
First National Bank of South Miami | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q3 2019 | 4 |
PFG Advisors | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.63% | 0.75% | 0.83% | Q2 2015 | Q1 2016 | 4 |
Firestone Capital Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 1.51% | 1.86% | 2.06% | Q4 2021 | Q3 2022 | 4 |
Argent Trust Co | 4 | 4 | 0.04% | 0.09% | 0.12% | Q3 2017 | Q2 2018 | 4 |
Capital Asset Advisory Services LLC | 4 | 4 | 0.43% | 0.56% | 0.73% | Q4 2022 | Q3 2023 | 4 |
IRON Financial LLC | 4 | 4 | 6.06% | 6.39% | 6.56% | Q3 2017 | Q2 2018 | 4 |
Tranquilli Financial Advisor LLC | 4 | 4 | 0.49% | 0.75% | 0.88% | Q4 2022 | Q3 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Strategic Capital Alternatives LLC | 3 | 1 | 0.45% | 1.22% | 3.32% | Q1 2015 | Q1 2016 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q2 2019 | 4 |
Gladstone Institutional Advisory LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2019 | Q1 2020 | 4 |
Darwin Wealth Management, LLC | 3 | 1 | 0.29% | 0.36% | 0.45% | Q4 2016 | Q4 2017 | 4 |
Colonial River Wealth Management, LLC | 3 | 1 | 0.33% | 0.62% | 0.91% | Q4 2020 | Q4 2021 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 1.02% | 1.16% | 1.23% | Q4 2022 | Q3 2023 | 4 |
Csenge Advisory Group | 2 | 1 | 0.02% | 0.05% | 0.09% | Q3 2021 | Q4 2022 | 4 |
Waterford Advisors, LLC | 4 | 4 | 0.26% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
McIlrath & Eck, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
CREDIT SUISSE AG/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
COUNTRY CLUB BANK /GFN | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Capital Planning Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2015 | Q1 2017 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 3 |
CEDAR CAPITAL, LLC | 3 | 3 | 0.26% | 0.43% | 0.55% | Q4 2015 | Q2 2016 | 3 |
FIRST INTERSTATE BANK | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2019 | 3 |
HC Financial Advisors, Inc. | 2 | 1 | 3.71% | 3.82% | 3.94% | Q4 2017 | Q3 2018 | 3 |
Waverton Investment Management Ltd | 3 | 3 | 0.15% | 0.15% | 0.16% | Q2 2015 | Q4 2015 | 3 |
GeoWealth Management, LLC | 2 | 1 | 0.14% | 0.27% | 0.50% | Q3 2019 | Q2 2020 | 3 |
Artemis Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.06% | 0.10% | Q2 2022 | Q4 2022 | 3 |
Karp Capital Management Corp | 2 | 1 | 0.01% | 0.17% | 0.44% | Q4 2018 | Q1 2021 | 3 |
3EDGE Asset Management, LP | 3 | 3 | 2.61% | 2.84% | 3.23% | Q4 2016 | Q2 2017 | 3 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.08% | 0.19% | Q4 2020 | Q3 2023 | 3 |
EverSource Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 3 |
Wealth Alliance Advisory Group, LLC | 3 | 3 | 2.50% | 2.60% | 2.70% | Q1 2018 | Q3 2018 | 3 |
SCS Capital Management LLC | 3 | 3 | 0.04% | 0.09% | 0.17% | Q4 2018 | Q2 2019 | 3 |
Altium Wealth Management LLC | 3 | 3 | 0.28% | 0.70% | 0.98% | Q4 2017 | Q2 2018 | 3 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 2 | 1 | 0.05% | 0.07% | 0.11% | Q4 2020 | Q4 2021 | 3 |
Oakworth Capital, Inc. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q4 2021 | 3 |
Ferguson Shapiro LLC | 3 | 3 | 0.22% | 0.32% | 0.49% | Q2 2022 | Q4 2022 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.30% | 0.35% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Hochman Cole Investment Advisors, Inc. | 3 | 3 | 0.09% | 0.11% | 0.14% | Q1 2021 | Q3 2021 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.13% | 0.17% | 0.22% | Q1 2023 | Q3 2023 | 3 |
SILVERLAKE WEALTH MANAGEMENT LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q4 2021 | Q2 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 3 |
Paloma Partners Management Co | 2 | 1 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q1 2021 | 3 |
Essential Planning, LLC. | 3 | 3 | 0.13% | 0.28% | 0.55% | Q4 2022 | Q2 2023 | 3 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 3 |
Legacy CG, LLC | 3 | 3 | 0.01% | 2.57% | 4.79% | Q4 2021 | Q2 2022 | 3 |
Inscription Capital, LLC | 3 | 3 | 0.17% | 0.19% | 0.22% | Q3 2019 | Q1 2020 | 3 |
Stockman Wealth Management, Inc. | 3 | 3 | 0.17% | 0.20% | 0.22% | Q3 2016 | Q1 2017 | 3 |
Good Harbor Financial, LLC | 3 | 3 | 0.05% | 0.15% | 0.26% | Q1 2015 | Q3 2015 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q4 2017 | Q2 2018 | 3 |
Manifold Partners, LLC | 2 | 1 | 7.51% | 19.57% | 30.40% | Q3 2018 | Q2 2019 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q3 2019 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Granite Investment Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2017 | Q2 2018 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 3 |
Yorktown Management & Research Co Inc | 3 | 3 | 0.08% | 1.44% | 2.21% | Q2 2016 | Q4 2016 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.09% | 0.16% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 1.92% | 2.00% | 2.16% | Q1 2023 | Q3 2023 | 3 |
Intelligence Driven Advisers, LLC | 3 | 3 | 0.04% | 0.21% | 0.38% | Q2 2022 | Q4 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 3 |
RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.82% | 1.25% | 1.96% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q3 2015 | Q2 2017 | 3 |
Peak Capital Management LLC | 2 | 1 | 0.01% | 0.21% | 0.63% | Q2 2017 | Q2 2018 | 3 |
Fiduciary Trust Co International of Pennsylvania | 3 | 3 | 0.40% | 0.44% | 0.46% | Q3 2018 | Q1 2019 | 3 |
SUNTRUST BANKS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Pinnacle Summer Investments, Inc. | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2015 | Q3 2015 | 3 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 3 |
First PREMIER Bank | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Caprock Group, LLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q2 2016 | Q1 2017 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.40% | 0.52% | 0.58% | Q4 2019 | Q2 2020 | 3 |
CWH Capital Management, Inc. | 3 | 3 | 12.22% | 12.99% | 13.44% | Q1 2016 | Q3 2016 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
WP Advisors, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q1 2019 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.10% | 0.12% | 0.13% | Q4 2017 | Q4 2018 | 3 |
Future Financial Wealth Managment LLC | 2 | 1 | 0.02% | 0.60% | 1.76% | Q4 2020 | Q1 2022 | 3 |
BOKF, NA | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q1 2018 | 3 |
WFG Advisors, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 3 |
January Capital Advisors LLC | 3 | 3 | 2.12% | 3.89% | 7.43% | Q4 2021 | Q2 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Ameritas Advisory Services, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q1 2023 | 3 |
MATHER GROUP, LLC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
WMS Partners, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Investors Capital Advisory Services | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2015 | Q2 2016 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 2 |
MISSION WEALTH MANAGEMENT, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q1 2020 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.26% | 0.27% | 0.29% | Q4 2022 | Q1 2023 | 2 |
Gibraltar Capital Management, Inc. | 2 | 2 | 0.17% | 0.18% | 0.19% | Q3 2017 | Q4 2017 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2017 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.01% | 0.16% | 0.31% | Q4 2016 | Q4 2020 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Alpha Omega Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 2 | 0.07% | 0.12% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Cardinal Point Capital Management ULC | 2 | 2 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q1 2023 | 2 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Kaydan Wealth Management, Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.21% | 0.26% | 0.32% | Q4 2019 | Q1 2020 | 2 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q1 2020 | 2 |
Aft, Forsyth & Sober, LLC | 2 | 2 | 19.52% | 19.98% | 20.43% | Q3 2016 | Q4 2016 | 2 |
Oak Point Wealth Management | 2 | 2 | 1.16% | 1.17% | 1.18% | Q4 2017 | Q1 2018 | 2 |
Auour Investments LLC | 2 | 2 | 0.84% | 0.85% | 0.87% | Q2 2023 | Q3 2023 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.03% | 0.09% | 0.16% | Q2 2021 | Q3 2021 | 2 |
Waterloo Capital, L.P. | 1 | 1 | 0.15% | 0.20% | 0.24% | Q1 2020 | Q3 2023 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q4 2019 | 2 |
Diversified Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.00% | 1.50% | 2.99% | Q1 2021 | Q3 2023 | 2 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.06% | 0.10% | 0.13% | Q1 2016 | Q2 2023 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Pointe Capital Management LLC | 1 | 1 | 0.10% | 0.12% | 0.14% | Q3 2021 | Q1 2023 | 2 |
Heron Bay Capital Management | 2 | 2 | 0.17% | 0.28% | 0.40% | Q4 2020 | Q1 2021 | 2 |
RFG Advisory, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
ALPS ADVISORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q2 2017 | 2 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
CATALYST PRIVATE WEALTH, LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q3 2020 | Q4 2020 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
S.A. Mason LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Clearshares LLC | 2 | 2 | 0.48% | 1.75% | 3.03% | Q4 2017 | Q1 2018 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.62% | 1.24% | Q4 2020 | Q2 2023 | 2 |
Brookstone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2020 | Q3 2020 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2023 | 2 |
Pinkerton Retirement Specialists, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Endowment Wealth Management, Inc. | 2 | 2 | 0.21% | 0.22% | 0.23% | Q4 2021 | Q1 2022 | 2 |
Paradigm Financial Partners, LLC | 2 | 2 | 0.07% | 0.20% | 0.33% | Q4 2022 | Q1 2023 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 1.11% | 1.14% | 1.16% | Q2 2023 | Q3 2023 | 2 |
Stamos Capital Partners, L.P. | 2 | 2 | 2.64% | 3.15% | 3.67% | Q2 2019 | Q3 2019 | 2 |
Curated Wealth Partners LLC | 2 | 2 | 0.32% | 0.33% | 0.34% | Q4 2020 | Q1 2021 | 2 |
Stelac Advisory Services LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Capital Directions Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
RMR Wealth Builders | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.21% | 0.50% | 0.80% | Q2 2021 | Q3 2021 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q1 2018 | Q2 2018 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q1 2020 | 2 |
Karpus Management, Inc. | 2 | 2 | 0.12% | 0.21% | 0.29% | Q3 2017 | Q4 2017 | 2 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q3 2019 | 2 |
My Legacy Advisors, LLC | 2 | 2 | 0.46% | 0.47% | 0.47% | Q4 2022 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Americana Partners, LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q2 2023 | 2 |
Kelman-Lazarov, Inc. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
Private Ocean, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q4 2019 | 2 |
Round Table Services, LLC | 1 | 1 | 0.21% | 0.31% | 0.41% | Q1 2022 | Q3 2022 | 2 |
Versant Capital Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
CXI Advisors | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QUATTRO FINANCIAL ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Ruggie Capital Group | 1 | 1 | 1.76% | 1.76% | 1.76% | Q3 2019 | Q3 2019 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2018 | Q4 2018 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Momentum Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Overbrook Management Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Spectrum Asset Management, Inc. (NB/CA) | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2017 | Q4 2017 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Regis Management CO LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2017 | Q3 2017 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2020 | Q4 2020 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Vertex Planning Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Clay Northam Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Navalign, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Gallacher Capital Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WAYCROSS PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q3 2023 | Q3 2023 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
WJ Interests, LLC | 1 | 1 | 2.33% | 2.33% | 2.33% | Q4 2022 | Q4 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Beaumont Capital Management, LLC | 1 | 1 | 3.09% | 3.09% | 3.09% | Q4 2020 | Q4 2020 | 1 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2017 | Q2 2017 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Capasso Planning Partners LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 3.04% | 3.04% | 3.04% | Q3 2023 | Q3 2023 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Kercheville Advisors, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2020 | Q4 2020 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Geneva Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Evergreen Wealth Solutions, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2022 | Q2 2022 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Columbia Trust Co 01012016 | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Asset Management Resources, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Morton Capital Management LLC/CA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
SMITH HAYES Advisers, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Glassman Wealth Services | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2017 | Q3 2017 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Lokken Investment Group LLC | 1 | 1 | 3.08% | 3.08% | 3.08% | Q1 2022 | Q1 2022 | 1 |
First Personal Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Lifeworks Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Thrive Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
American Trust | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 5.46% | 5.46% | 5.46% | Q2 2017 | Q2 2017 | 1 |
CGN Advisors LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q3 2022 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Del-Sette Capital Management, LLC | 1 | 1 | 2.61% | 2.61% | 2.61% | Q4 2022 | Q4 2022 | 1 |
Opes Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Sabal Trust CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Nikulski Financial, Inc. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2017 | Q4 2017 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Family Capital Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Clean Yield Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2018 | Q4 2018 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Constellation Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Weatherstone Capital Management | 1 | 1 | 7.64% | 7.64% | 7.64% | Q3 2015 | Q3 2015 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WoodTrust Financial Corp | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q1 2020 | 1 |
Smart Money Group LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2017 | Q4 2017 | 1 |
FINANCIAL CONSULATE, INC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2022 | Q4 2022 | 1 |
United Community Bank | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Cerro Pacific Wealth Advisors LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q1 2023 | Q1 2023 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2016 | Q4 2016 | 1 |
STEPH & CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2020 | Q3 2020 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2019 | Q1 2019 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 7.47% | 7.47% | 7.47% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Prosperity Consulting Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 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.