Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.16% | 0.33% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Freedom Investment Management, Inc. | 41 | 41 | 0.02% | 0.16% | 0.80% | Q3 2013 | Q3 2023 | 41 |
AMERIPRISE FINANCIAL INC | 40 | 40 | 0.00% | 0.03% | 0.12% | Q4 2013 | Q3 2023 | 40 |
COURIER CAPITAL LLC | 40 | 40 | 0.03% | 0.28% | 1.15% | Q4 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 31 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 39 |
CABOT WEALTH MANAGEMENT INC | 38 | 38 | 0.04% | 0.77% | 2.14% | Q4 2013 | Q1 2023 | 38 |
New England Private Wealth Advisors LLC | 23 | 1 | 0.04% | 0.36% | 1.36% | Q4 2013 | Q3 2023 | 38 |
Coastline Trust Co | 38 | 38 | 0.01% | 0.23% | 0.60% | Q2 2013 | Q3 2022 | 38 |
ENVESTNET ASSET MANAGEMENT INC | 33 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 38 |
AVITY INVESTMENT MANAGEMENT INC. | 27 | 10 | 0.07% | 0.18% | 0.52% | Q2 2014 | Q3 2023 | 37 |
Raymond James Financial Services Advisors, Inc. | 33 | 4 | 0.01% | 0.04% | 0.10% | Q2 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
WESBANCO BANK INC | 26 | 2 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q1 2023 | 34 |
CITIGROUP INC | 28 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 33 |
WELLS FARGO & COMPANY/MN | 26 | 6 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 32 |
STATE STREET CORP | 23 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 32 |
JANE STREET GROUP, LLC | 21 | 1 | 0.00% | 0.02% | 0.17% | Q1 2014 | Q3 2023 | 32 |
Advisors Preferred, LLC | 20 | 1 | 0.09% | 0.61% | 1.63% | Q4 2013 | Q2 2022 | 31 |
Ameritas Investment Partners, Inc. | 22 | 8 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 30 |
KEYBANK NATIONAL ASSOCIATION/OH | 30 | 30 | 0.00% | 0.25% | 0.44% | Q2 2016 | Q3 2023 | 30 |
Rock Point Advisors, LLC | 29 | 29 | 0.26% | 0.34% | 0.47% | Q3 2016 | Q3 2023 | 29 |
Penobscot Investment Management Company, Inc. | 29 | 29 | 0.12% | 2.69% | 6.38% | Q3 2016 | Q3 2023 | 29 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.03% | 0.18% | 0.38% | Q4 2016 | Q3 2023 | 28 |
Geneos Wealth Management Inc. | 27 | 1 | 0.00% | 0.12% | 0.52% | Q3 2016 | Q3 2023 | 28 |
Private Advisor Group, LLC | 28 | 28 | 0.00% | 0.08% | 0.17% | Q4 2016 | Q3 2023 | 28 |
AllSquare Wealth Management LLC | 28 | 28 | 0.00% | 0.06% | 0.35% | Q4 2016 | Q3 2023 | 28 |
Curbstone Financial Management Corp | 28 | 28 | 0.33% | 3.08% | 5.66% | Q1 2017 | Q4 2023 | 28 |
Capital Investment Advisors, LLC | 27 | 27 | 0.04% | 0.57% | 1.45% | Q2 2017 | Q4 2023 | 27 |
Bank of New York Mellon Corp | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 27 |
Hartford Financial Management Inc. | 27 | 27 | 0.02% | 1.57% | 4.16% | Q1 2017 | Q3 2023 | 27 |
JPMORGAN CHASE & CO | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Avantax Planning Partners, Inc. | 27 | 27 | 0.23% | 6.19% | 8.36% | Q1 2017 | Q3 2023 | 27 |
WEBSTER BANK, N. A. | 27 | 27 | 0.04% | 0.50% | 0.98% | Q1 2017 | Q3 2023 | 27 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.04% | 0.18% | Q1 2016 | Q3 2023 | 27 |
BLAIR WILLIAM & CO/IL | 27 | 27 | 0.00% | 0.03% | 0.12% | Q1 2017 | Q3 2023 | 27 |
HighTower Advisors, LLC | 27 | 27 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 27 |
ALESCO ADVISORS LLC | 26 | 26 | 0.09% | 1.94% | 4.77% | Q2 2017 | Q3 2023 | 26 |
Cetera Advisors LLC | 14 | 4 | 0.00% | 0.11% | 0.51% | Q4 2016 | Q3 2023 | 26 |
NTV ASSET MANAGEMENT LLC | 26 | 26 | 0.09% | 0.19% | 0.35% | Q2 2017 | Q3 2023 | 26 |
Kohmann Bosshard Financial Services, LLC | 25 | 1 | 0.20% | 2.20% | 4.12% | Q1 2017 | Q3 2023 | 26 |
Ironwood Financial, llc | 22 | 4 | 0.00% | 0.03% | 0.64% | Q4 2014 | Q2 2021 | 26 |
Cambridge Investment Research Advisors, Inc. | 24 | 2 | 0.01% | 0.08% | 0.21% | Q1 2017 | Q3 2023 | 26 |
Alliance Wealth Management Group | 26 | 26 | 1.46% | 5.31% | 9.02% | Q1 2017 | Q2 2023 | 26 |
BANK OF MONTREAL /CAN/ | 23 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 26 |
Baird Financial Group, Inc. | 26 | 26 | 0.00% | 0.04% | 0.16% | Q2 2017 | Q3 2023 | 26 |
BlackRock Inc. | 23 | 3 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q2 2023 | 26 |
RFG Advisory, LLC | 21 | 5 | 0.05% | 1.79% | 10.39% | Q1 2017 | Q3 2023 | 26 |
PARSONS CAPITAL MANAGEMENT INC/RI | 25 | 25 | 0.08% | 0.22% | 0.45% | Q3 2017 | Q3 2023 | 25 |
Advisory Services Network, LLC | 10 | 1 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q3 2023 | 25 |
Mariner, LLC | 25 | 25 | 0.01% | 0.09% | 0.37% | Q3 2017 | Q3 2023 | 25 |
APPLETON PARTNERS INC/MA | 25 | 25 | 0.05% | 0.93% | 1.86% | Q4 2017 | Q4 2023 | 25 |
Global Retirement Partners, LLC | 25 | 25 | 0.00% | 0.05% | 0.20% | Q3 2017 | Q3 2023 | 25 |
Greenwich Wealth Management LLC | 25 | 25 | 0.06% | 0.46% | 1.06% | Q1 2017 | Q1 2023 | 25 |
TERRIL BROTHERS, INC. | 24 | 24 | 0.64% | 2.50% | 7.31% | Q4 2017 | Q3 2023 | 24 |
Forefront Analytics, LLC | 24 | 24 | 0.12% | 0.42% | 1.07% | Q4 2017 | Q3 2023 | 24 |
WOODMONT INVESTMENT COUNSEL LLC | 24 | 24 | 0.05% | 0.32% | 0.68% | Q2 2017 | Q1 2023 | 24 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 0.22% | 1.86% | 3.89% | Q4 2017 | Q3 2023 | 24 |
PFG Advisors | 24 | 24 | 0.10% | 0.38% | 1.20% | Q4 2017 | Q3 2023 | 24 |
Eagle Capital Management, LLC | 24 | 24 | 0.14% | 6.83% | 16.00% | Q4 2017 | Q3 2023 | 24 |
StrategIQ Financial Group, LLC | 24 | 24 | 0.06% | 1.06% | 2.21% | Q4 2017 | Q3 2023 | 24 |
Krilogy Financial LLC | 24 | 24 | 0.03% | 0.22% | 0.28% | Q2 2017 | Q1 2023 | 24 |
MCF Advisors LLC | 17 | 7 | 0.00% | 3.76% | 8.06% | Q3 2017 | Q3 2023 | 24 |
BANK OF THE WEST | 24 | 24 | 0.05% | 0.38% | 1.64% | Q2 2014 | Q1 2020 | 24 |
HARBOR ADVISORY CORP /MA/ | 24 | 24 | 2.77% | 8.64% | 16.78% | Q4 2017 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 24 |
CHATHAM CAPITAL GROUP, INC. | 24 | 24 | 0.06% | 0.15% | 0.26% | Q4 2017 | Q3 2023 | 24 |
Valmark Advisers, Inc. | 24 | 24 | 0.01% | 1.16% | 1.46% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
ASSETMARK, INC | 22 | 2 | 0.01% | 0.23% | 0.69% | Q3 2016 | Q3 2023 | 24 |
HOLLENCREST CAPITAL MANAGEMENT | 23 | 23 | 0.01% | 0.31% | 0.59% | Q1 2018 | Q3 2023 | 23 |
Atria Investments, Inc | 16 | 7 | 0.01% | 0.08% | 0.20% | Q1 2017 | Q3 2023 | 23 |
Aries Wealth Management | 17 | 6 | 0.52% | 1.01% | 1.36% | Q4 2017 | Q3 2023 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.22% | 0.93% | 2.26% | Q4 2017 | Q2 2023 | 23 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 23 |
GUGGENHEIM CAPITAL LLC | 23 | 23 | 0.00% | 0.03% | 0.09% | Q1 2018 | Q3 2023 | 23 |
Creative Planning | 12 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 23 |
WESCAP Management Group, Inc. | 23 | 23 | 0.82% | 4.57% | 5.67% | Q1 2018 | Q3 2023 | 23 |
Towercrest Capital Management | 22 | 22 | 0.97% | 4.17% | 5.63% | Q2 2018 | Q3 2023 | 22 |
Transamerica Financial Advisors, Inc. | 15 | 1 | 0.00% | 0.22% | 1.35% | Q2 2015 | Q3 2023 | 22 |
Belpointe Asset Management LLC | 18 | 4 | 0.04% | 0.12% | 0.28% | Q1 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
HL FINANCIAL SERVICES LLC | 22 | 22 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2019 | 22 |
Roble, Belko & Company, Inc | 22 | 22 | 0.00% | 0.14% | 1.61% | Q2 2018 | Q3 2023 | 22 |
Mutual Advisors, LLC | 22 | 22 | 0.01% | 0.05% | 0.29% | Q2 2018 | Q3 2023 | 22 |
DEAN INVESTMENT ASSOCIATES, LLC | 22 | 22 | 0.85% | 1.33% | 1.79% | Q2 2018 | Q3 2023 | 22 |
Wela Strategies, Inc. | 22 | 22 | 1.32% | 2.01% | 2.91% | Q3 2018 | Q4 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 21 | 1 | 0.00% | 0.01% | 0.08% | Q2 2017 | Q3 2023 | 22 |
Dynamic Advisor Solutions LLC | 22 | 22 | 0.06% | 0.68% | 1.07% | Q4 2017 | Q1 2023 | 22 |
CENTAURUS FINANCIAL, INC. | 18 | 1 | 0.01% | 0.10% | 0.34% | Q4 2017 | Q3 2023 | 22 |
EAGLE GLOBAL ADVISORS LLC | 22 | 22 | 0.04% | 0.23% | 0.40% | Q2 2018 | Q3 2023 | 22 |
DEUTSCHE BANK AG\ | 16 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Providence First Trust Co | 21 | 21 | 2.41% | 3.85% | 6.58% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 11 | 1 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q3 2023 | 21 |
Vantage Investment Partners, LLC | 21 | 21 | 0.01% | 0.08% | 0.17% | Q3 2018 | Q3 2023 | 21 |
ALBION FINANCIAL GROUP /UT | 11 | 10 | 0.07% | 0.22% | 0.63% | Q2 2018 | Q3 2023 | 21 |
Sigma Planning Corp | 19 | 2 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 21 |
Renaissance Technologies | 8 | 2 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Windham Capital Management, LLC | 13 | 8 | 0.16% | 2.95% | 11.24% | Q2 2018 | Q3 2023 | 21 |
NAPLES GLOBAL ADVISORS, LLC | 21 | 21 | 0.04% | 0.12% | 0.26% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.06% | 0.42% | Q3 2018 | Q3 2023 | 21 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.74% | 1.52% | Q4 2017 | Q3 2022 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.11% | 0.55% | Q1 2018 | Q3 2023 | 20 |
Old Port Advisors | 18 | 1 | 1.20% | 2.02% | 2.92% | Q2 2018 | Q3 2023 | 20 |
Strategic Financial Services, Inc, | 20 | 20 | 0.05% | 0.90% | 2.62% | Q2 2018 | Q1 2023 | 20 |
RPg Family Wealth Advisory, LLC | 16 | 4 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2022 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.22% | 0.52% | Q4 2018 | Q3 2023 | 20 |
Norway Savings Bank | 20 | 20 | 0.07% | 0.55% | 1.24% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.05% | 0.69% | 6.87% | Q4 2018 | Q3 2023 | 20 |
RiverGlades Family Offices LLC | 14 | 2 | 1.25% | 1.60% | 2.24% | Q2 2018 | Q3 2023 | 20 |
Stratos Investment Management, LLC | 19 | 19 | 0.79% | 1.44% | 2.48% | Q1 2019 | Q3 2023 | 19 |
Successful Portfolios LLC | 19 | 19 | 0.16% | 0.41% | 0.77% | Q3 2018 | Q1 2023 | 19 |
Cito Capital Group, LLC | 19 | 19 | 0.25% | 0.33% | 0.47% | Q2 2018 | Q4 2022 | 19 |
AE Wealth Management LLC | 19 | 19 | 0.00% | 0.11% | 0.23% | Q1 2019 | Q3 2023 | 19 |
Arete Wealth Advisors, LLC | 13 | 2 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q2 2023 | 19 |
TELEMUS CAPITAL, LLC | 19 | 19 | 0.30% | 0.42% | 1.24% | Q1 2019 | Q3 2023 | 19 |
UBP Investment Advisors SA | 17 | 2 | 1.40% | 7.70% | 9.47% | Q4 2017 | Q3 2022 | 19 |
Princeton Global Asset Management LLC | 19 | 19 | 0.01% | 0.03% | 0.14% | Q4 2018 | Q2 2023 | 19 |
Clearwater Capital Advisors, LLC | 19 | 19 | 0.10% | 3.22% | 4.60% | Q3 2018 | Q1 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Strategic Investment Advisors / MI | 19 | 19 | 0.04% | 0.48% | 1.43% | Q1 2019 | Q3 2023 | 19 |
FAGAN ASSOCIATES, INC. | 18 | 18 | 0.15% | 0.30% | 0.52% | Q2 2018 | Q3 2022 | 18 |
Chesley Taft & Associates LLC | 18 | 18 | 0.02% | 0.17% | 0.39% | Q2 2019 | Q3 2023 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 18 |
Capital Advisory Group Advisory Services, LLC | 13 | 2 | 0.03% | 1.57% | 5.09% | Q3 2018 | Q3 2023 | 18 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.08% | 0.19% | Q1 2018 | Q3 2023 | 18 |
Gradient Investments LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Tillar-Wenstrup Advisors, LLC | 11 | 7 | 0.24% | 4.90% | 9.86% | Q1 2018 | Q4 2022 | 18 |
ARGI Investment Services, LLC | 18 | 18 | 0.01% | 0.47% | 1.99% | Q1 2017 | Q2 2021 | 18 |
CUTLER INVESTMENT COUNSEL LLC | 18 | 18 | 0.07% | 1.63% | 2.00% | Q4 2017 | Q1 2022 | 18 |
Aspen Investment Management Inc | 18 | 18 | 0.34% | 0.61% | 0.92% | Q4 2018 | Q1 2023 | 18 |
Merit Financial Group, LLC | 13 | 5 | 0.02% | 1.61% | 8.89% | Q4 2018 | Q3 2023 | 18 |
Capital Investment Advisory Services, LLC | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Strategic Wealth Partners, Ltd. | 12 | 5 | 0.01% | 0.93% | 2.80% | Q4 2017 | Q1 2023 | 17 |
KMG FIDUCIARY PARTNERS, LLC | 17 | 17 | 0.04% | 0.12% | 0.28% | Q3 2019 | Q3 2023 | 17 |
REILLY FINANCIAL ADVISORS, LLC | 17 | 17 | 0.03% | 0.59% | 1.39% | Q4 2017 | Q4 2021 | 17 |
MFA WEALTH ADVISORS, LLC | 10 | 7 | 1.19% | 8.63% | 11.47% | Q4 2017 | Q3 2023 | 17 |
Janney Montgomery Scott LLC | 9 | 8 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q1 2023 | 17 |
Semmax Financial Advisors Inc. | 16 | 1 | 0.01% | 0.02% | 0.13% | Q1 2019 | Q3 2023 | 17 |
SeaBridge Investment Advisors LLC | 17 | 17 | 0.34% | 0.42% | 0.54% | Q2 2018 | Q2 2022 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 17 |
RAYMOND JAMES TRUST N.A. | 17 | 17 | 0.01% | 0.05% | 0.14% | Q2 2018 | Q2 2022 | 17 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.03% | 0.22% | Q3 2014 | Q4 2021 | 16 |
CVA Family Office, LLC | 16 | 16 | 0.29% | 0.70% | 1.50% | Q4 2019 | Q3 2023 | 16 |
LexAurum Advisors, LLC | 16 | 16 | 0.26% | 0.60% | 0.84% | Q3 2018 | Q2 2022 | 16 |
Uncommon Cents Investing LLC | 16 | 16 | 0.31% | 1.48% | 9.41% | Q4 2019 | Q3 2023 | 16 |
Foresight Wealth Management, LLC | 16 | 16 | 0.00% | 0.16% | 0.38% | Q4 2018 | Q3 2022 | 16 |
BCS Wealth Management | 16 | 16 | 0.17% | 0.47% | 1.77% | Q4 2019 | Q3 2023 | 16 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 16 | 16 | 0.24% | 1.63% | 4.30% | Q2 2018 | Q1 2022 | 16 |
MBM Wealth Consultants, LLC | 10 | 6 | 0.10% | 4.16% | 7.03% | Q4 2018 | Q3 2023 | 16 |
Aspire Private Capital, LLC | 9 | 7 | 0.00% | 0.19% | 0.51% | Q1 2019 | Q3 2023 | 16 |
PROTECTIVE LIFE CORP | 16 | 16 | 0.33% | 0.41% | 0.45% | Q3 2019 | Q2 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Archer Investment Corp | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Relaxing Retirement Coach | 16 | 16 | 0.28% | 2.12% | 5.53% | Q4 2017 | Q3 2021 | 16 |
Strategic Blueprint, LLC | 11 | 5 | 0.02% | 0.12% | 0.42% | Q4 2018 | Q4 2022 | 16 |
Cribstone Capital Management, LLC | 16 | 16 | 0.00% | 0.15% | 0.38% | Q4 2017 | Q3 2021 | 16 |
SimpliFi, Inc. | 8 | 8 | 0.94% | 3.83% | 7.66% | Q2 2018 | Q1 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 15 |
American Research & Management Co. | 10 | 1 | 0.02% | 0.03% | 0.08% | Q1 2018 | Q3 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Hilltop Holdings Inc. | 8 | 7 | 0.06% | 0.36% | 0.65% | Q1 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.04% | 0.14% | 0.40% | Q4 2019 | Q2 2023 | 15 |
Fernwood Investment Management, LLC | 15 | 15 | 0.40% | 0.50% | 0.81% | Q1 2020 | Q3 2023 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 15 |
ST GERMAIN D J CO INC | 7 | 3 | 0.00% | 0.32% | 0.82% | Q3 2018 | Q4 2023 | 15 |
AdvisorNet Financial, Inc | 15 | 15 | 0.00% | 0.17% | 0.56% | Q1 2018 | Q3 2021 | 15 |
Retirement Group, LLC | 14 | 1 | 0.03% | 0.11% | 0.23% | Q4 2019 | Q3 2023 | 15 |
Banco Santander, S.A. | 15 | 15 | 0.02% | 0.06% | 0.12% | Q4 2018 | Q2 2022 | 15 |
Clearstead Trust, LLC | 15 | 15 | 0.01% | 0.26% | 0.76% | Q1 2020 | Q3 2023 | 15 |
Westover Capital Advisors, LLC | 11 | 4 | 0.11% | 2.70% | 5.07% | Q2 2019 | Q3 2023 | 15 |
Patten Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2018 | 15 |
Pinnacle Family Advisors, LLC | 8 | 1 | 0.17% | 0.60% | 1.06% | Q1 2017 | Q2 2023 | 15 |
Eldridge Investment Advisors, Inc. | 8 | 7 | 0.08% | 0.32% | 1.04% | Q1 2018 | Q3 2023 | 15 |
MSI Financial Services Inc | 14 | 14 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2016 | 14 |
Edmonds Duncan Registered Investment Advisors, LLC | 14 | 14 | 0.10% | 0.26% | 0.59% | Q4 2018 | Q1 2022 | 14 |
Cetera Investment Advisers | 12 | 1 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 14 |
ROOSEVELT INVESTMENT GROUP LLC | 14 | 14 | 0.05% | 0.08% | 0.11% | Q2 2019 | Q3 2022 | 14 |
BAILARD, INC. | 9 | 5 | 0.02% | 0.20% | 0.80% | Q4 2017 | Q3 2022 | 14 |
TWO SIGMA SECURITIES, LLC | 6 | 1 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q2 2023 | 14 |
Brinker Capital Investments, LLC | 14 | 14 | 0.01% | 0.13% | 0.47% | Q1 2018 | Q2 2021 | 14 |
C M BIDWELL & ASSOCIATES LTD | 14 | 14 | 0.01% | 0.98% | 2.77% | Q4 2017 | Q1 2021 | 14 |
Graypoint LLC | 14 | 14 | 0.06% | 0.25% | 0.70% | Q1 2020 | Q2 2023 | 14 |
IndexIQ Advisors LLC | 14 | 14 | 0.00% | 0.54% | 1.08% | Q4 2018 | Q1 2022 | 14 |
GOLDMAN SACHS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2023 | 14 |
STIFEL FINANCIAL CORP | 10 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 14 |
SEI INVESTMENTS CO | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 14 |
Pensionmark Financial Group, LLC | 9 | 5 | 0.04% | 0.16% | 0.50% | Q4 2018 | Q3 2023 | 14 |
FIRST NATIONAL CORP /MA/ /ADV | 7 | 1 | 0.22% | 0.87% | 4.73% | Q4 2018 | Q3 2023 | 14 |
Astor Investment Management LLC | 7 | 3 | 2.44% | 7.01% | 14.33% | Q1 2019 | Q3 2023 | 14 |
Pacific Center for Financial Services | 14 | 14 | 0.00% | 1.71% | 10.31% | Q4 2016 | Q1 2020 | 14 |
FLC Capital Advisors | 13 | 13 | 0.51% | 3.66% | 7.76% | Q4 2018 | Q4 2021 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2018 | 13 |
Perigon Wealth Management, LLC | 12 | 1 | 0.00% | 0.05% | 0.13% | Q2 2016 | Q4 2020 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Ridgewood Investments LLC | 13 | 13 | 0.19% | 0.36% | 0.49% | Q3 2020 | Q3 2023 | 13 |
Larson Financial Group LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Ausdal Financial Partners, Inc. | 13 | 13 | 0.06% | 0.12% | 0.18% | Q4 2016 | Q4 2019 | 13 |
FIDUCIARY TRUST CO | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
AlphaMark Advisors, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2019 | 13 |
Bison Wealth, LLC | 13 | 13 | 0.01% | 0.16% | 1.39% | Q4 2019 | Q4 2022 | 13 |
Verition Fund Management LLC | 9 | 1 | 0.01% | 0.34% | 3.34% | Q2 2018 | Q4 2021 | 13 |
SHEETS SMITH WEALTH MANAGEMENT | 10 | 3 | 0.04% | 0.09% | 0.29% | Q1 2020 | Q3 2023 | 13 |
Advisory Alpha, LLC | 11 | 2 | 0.00% | 0.44% | 0.73% | Q2 2018 | Q3 2023 | 13 |
Gs Investments, Inc. | 13 | 13 | 0.00% | 0.22% | 0.92% | Q3 2020 | Q3 2023 | 13 |
CENTRAL TRUST Co | 7 | 1 | 0.00% | 0.05% | 0.16% | Q4 2019 | Q3 2023 | 13 |
Integrated Wealth Concepts LLC | 13 | 13 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q2 2022 | 13 |
Rosenberg Matthew Hamilton | 12 | 1 | 0.01% | 0.03% | 0.17% | Q1 2020 | Q3 2023 | 13 |
JNBA Financial Advisors | 13 | 13 | 0.00% | 0.00% | 0.03% | Q1 2018 | Q1 2021 | 13 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Sargent Bickham Lagudis LLC | 12 | 12 | 0.00% | 0.32% | 0.95% | Q4 2016 | Q3 2019 | 12 |
McIlrath & Eck, LLC | 12 | 12 | 0.01% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
RiverFront Investment Group, LLC | 9 | 3 | 0.01% | 0.96% | 2.28% | Q4 2017 | Q2 2021 | 12 |
Jaffetilchin Investment Partners, LLC | 8 | 1 | 0.07% | 0.11% | 0.18% | Q1 2016 | Q2 2020 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 2 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.01% | 3.12% | 7.45% | Q4 2020 | Q3 2023 | 12 |
DeGreen Capital Management LLC | 12 | 12 | 0.98% | 2.86% | 5.81% | Q4 2018 | Q3 2021 | 12 |
GeoWealth Management, LLC | 7 | 5 | 0.05% | 0.72% | 1.86% | Q4 2019 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.22% | 0.25% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Koshinski Asset Management, Inc. | 11 | 1 | 0.02% | 0.19% | 0.61% | Q4 2018 | Q4 2022 | 12 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.17% | 0.56% | Q2 2018 | Q2 2023 | 12 |
Gradient Capital Advisors, LLC | 12 | 12 | 0.12% | 4.15% | 7.22% | Q2 2018 | Q1 2021 | 12 |
McGuire Investment Group, LLC | 8 | 4 | 0.04% | 1.19% | 2.38% | Q1 2019 | Q3 2023 | 12 |
Mount Lucas Management LP | 7 | 5 | 0.14% | 0.22% | 0.32% | Q2 2020 | Q3 2023 | 12 |
Stratos Wealth Partners, LTD. | 7 | 1 | 0.00% | 0.03% | 0.16% | Q3 2017 | Q3 2023 | 12 |
Private Capital Group, LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2020 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.03% | 0.13% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.04% | 0.12% | 0.19% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Orgel Wealth Management, LLC | 12 | 12 | 0.31% | 21.81% | 53.48% | Q1 2017 | Q4 2019 | 12 |
Procyon Advisors, LLC | 12 | 12 | 0.00% | 0.20% | 0.39% | Q4 2019 | Q3 2022 | 12 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 12 | 12 | 0.59% | 2.21% | 5.28% | Q4 2020 | Q3 2023 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 12 | 12 | 0.00% | 2.39% | 6.19% | Q1 2019 | Q4 2021 | 12 |
3D ASSET MANAGEMENT, INC | 12 | 12 | 0.72% | 1.57% | 2.11% | Q1 2017 | Q4 2019 | 12 |
Values First Advisors, Inc. | 7 | 1 | 0.00% | 0.86% | 1.79% | Q4 2019 | Q3 2023 | 12 |
Silver Lake Advisory, LLC | 12 | 12 | 0.30% | 0.65% | 1.52% | Q1 2019 | Q4 2021 | 12 |
PICTET ASSET MANAGEMENT LTD | 12 | 12 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q2 2021 | 12 |
WealthPLAN Partners, LLC | 9 | 2 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q2 2023 | 11 |
Koss-Olinger Consulting, LLC | 11 | 11 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 11 |
WJ Wealth Management, LLC | 11 | 11 | 1.45% | 5.34% | 9.43% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.03% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Adero Partners, LLC | 10 | 1 | 0.13% | 0.37% | 0.98% | Q4 2019 | Q4 2022 | 11 |
Valeo Financial Advisors, LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 11 |
Addison Advisors LLC | 10 | 1 | 0.13% | 2.20% | 2.65% | Q4 2020 | Q3 2023 | 11 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 11 | 11 | 0.09% | 0.64% | 1.56% | Q2 2018 | Q4 2020 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 7 | 1 | 0.00% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 11 |
Wambolt & Associates, LLC | 11 | 11 | 0.07% | 0.30% | 0.64% | Q1 2021 | Q3 2023 | 11 |
Ameritas Investment Company, LLC | 9 | 2 | 0.03% | 0.11% | 0.25% | Q4 2018 | Q3 2021 | 11 |
HUNTINGTON NATIONAL BANK | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 11 |
AlphaCentric Advisors LLC | 7 | 1 | 0.01% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 11 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.01% | 0.07% | 0.36% | Q2 2017 | Q3 2023 | 11 |
TOWNSQUARE CAPITAL LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Sowell Financial Services LLC | 8 | 1 | 0.03% | 0.07% | 0.19% | Q4 2018 | Q4 2022 | 11 |
Outlook Wealth Advisors, LLC | 7 | 4 | 0.51% | 1.02% | 1.85% | Q1 2020 | Q3 2023 | 11 |
WT Wealth Management | 11 | 11 | 0.23% | 0.53% | 1.57% | Q3 2020 | Q1 2023 | 11 |
Live Your Vision, LLC | 11 | 11 | 0.30% | 3.49% | 6.93% | Q3 2016 | Q1 2019 | 11 |
Cornerstone Management, Inc. | 11 | 11 | 1.47% | 3.50% | 5.67% | Q1 2021 | Q3 2023 | 11 |
Crabel Capital Management, LLC | 6 | 1 | 0.07% | 0.18% | 0.34% | Q4 2017 | Q4 2022 | 11 |
Bay Harbor Wealth Management, LLC | 8 | 2 | 0.02% | 0.15% | 0.24% | Q1 2019 | Q2 2022 | 10 |
Destination Wealth Management | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 10 |
HORIZON FINANCIAL SERVICES, LLC | 10 | 10 | 0.26% | 0.51% | 0.88% | Q2 2021 | Q3 2023 | 10 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.36% | 0.84% | 1.56% | Q1 2019 | Q3 2023 | 10 |
ANDERSON HOAGLAND & CO | 10 | 10 | 0.07% | 0.19% | 0.29% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Portland Global Advisors LLC | 10 | 10 | 0.75% | 1.80% | 2.35% | Q4 2020 | Q1 2023 | 10 |
Hudson Portfolio Management LLC | 10 | 10 | 0.60% | 1.90% | 2.70% | Q2 2021 | Q3 2023 | 10 |
IHT Wealth Management, LLC | 5 | 2 | 0.00% | 0.05% | 0.18% | Q1 2017 | Q3 2023 | 10 |
Jackson Creek Investment Advisors LLC | 10 | 10 | 0.10% | 0.72% | 0.94% | Q3 2020 | Q4 2022 | 10 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.06% | 0.35% | Q2 2017 | Q3 2023 | 10 |
Better Money Decisions, LLC | 10 | 10 | 0.04% | 1.77% | 2.84% | Q2 2021 | Q3 2023 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2022 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 10 |
Seneca House Advisors | 7 | 3 | 0.44% | 4.00% | 10.44% | Q4 2017 | Q1 2022 | 10 |
Modera Wealth Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
DIVIDEND ASSETS CAPITAL, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 10 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 10 |
First Allied Advisory Services, Inc. | 9 | 1 | 0.00% | 0.31% | 0.98% | Q4 2017 | Q3 2020 | 10 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.06% | 0.17% | Q2 2017 | Q3 2019 | 10 |
HighMark Wealth Management LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CreativeOne Wealth, LLC | 8 | 1 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 1.31% | 2.04% | 3.18% | Q1 2020 | Q1 2022 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
AlphaStar Capital Management, LLC | 9 | 9 | 0.05% | 0.56% | 1.67% | Q1 2018 | Q1 2020 | 9 |
TD Capital Management LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2019 | 9 |
PARK AVENUE SECURITIES LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q1 2023 | 9 |
BB&T SECURITIES, LLC | 8 | 1 | 0.02% | 0.19% | 0.38% | Q2 2017 | Q3 2019 | 9 |
M Holdings Securities, Inc. | 8 | 1 | 0.04% | 0.64% | 1.08% | Q3 2018 | Q4 2020 | 9 |
Pekin Hardy Strauss, Inc. | 9 | 9 | 0.04% | 0.13% | 0.24% | Q1 2020 | Q1 2022 | 9 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 9 |
Cable Hill Partners, LLC | 9 | 9 | 0.00% | 0.17% | 0.62% | Q3 2017 | Q3 2019 | 9 |
WEALTHSOURCE PARTNERS, LLC | 5 | 1 | 0.08% | 0.53% | 1.20% | Q1 2017 | Q4 2019 | 9 |
MidWestOne Financial Group, Inc. | 9 | 9 | 0.06% | 0.08% | 0.12% | Q4 2019 | Q4 2021 | 9 |
Aletheian Wealth Advisors LLC | 9 | 9 | 0.91% | 1.15% | 1.59% | Q4 2021 | Q4 2023 | 9 |
BOSTON ADVISORS LLC | 9 | 9 | 0.14% | 0.22% | 0.40% | Q4 2016 | Q4 2018 | 9 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.13% | 0.29% | Q2 2018 | Q2 2020 | 9 |
Q3 Asset Management | 5 | 1 | 0.33% | 0.90% | 2.00% | Q3 2018 | Q3 2023 | 9 |
SCOTIA CAPITAL INC. | 8 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 9 |
MONTAG A & ASSOCIATES INC | 9 | 9 | 0.03% | 0.08% | 0.14% | Q3 2021 | Q3 2023 | 9 |
NewEdge Advisors, LLC | 9 | 9 | 0.03% | 0.09% | 0.32% | Q3 2021 | Q3 2023 | 9 |
SUNTRUST BANKS INC | 6 | 3 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2019 | 9 |
New Millennium Group LLC | 8 | 8 | 0.04% | 0.17% | 0.32% | Q4 2021 | Q3 2023 | 8 |
MAGNOLIA CAPITAL ADVISORS LLC | 8 | 8 | 0.07% | 0.23% | 0.43% | Q4 2019 | Q3 2021 | 8 |
Wealth Advisory Solutions, LLC | 8 | 8 | 0.00% | 0.12% | 0.20% | Q4 2019 | Q3 2021 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.58% | 0.67% | 0.76% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.44% | 0.88% | 1.22% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Advocacy Wealth Management Services, LLC | 8 | 8 | 0.02% | 0.10% | 0.34% | Q4 2017 | Q3 2019 | 8 |
J.W. COLE ADVISORS, INC. | 5 | 1 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q1 2022 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.04% | 0.17% | 0.54% | Q1 2018 | Q1 2020 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Grace Capital | 8 | 8 | 0.73% | 0.88% | 1.16% | Q1 2020 | Q4 2021 | 8 |
Prospera Financial Services Inc | 7 | 1 | 0.00% | 0.20% | 0.33% | Q3 2020 | Q3 2023 | 8 |
Miracle Mile Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FIFTH THIRD BANCORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2023 | 8 |
LINCOLN CAPITAL CORP | 6 | 2 | 0.41% | 1.89% | 5.17% | Q4 2016 | Q4 2018 | 8 |
WELCH & FORBES LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Capital Advantage, Inc. | 4 | 4 | 0.07% | 3.60% | 14.23% | Q2 2018 | Q2 2020 | 8 |
CEERA INVESTMENTS, LLC | 8 | 8 | 0.16% | 4.27% | 7.38% | Q3 2021 | Q2 2023 | 8 |
Valtinson Bruner Financial Planning LLC | 8 | 8 | 0.14% | 7.05% | 25.56% | Q1 2019 | Q4 2020 | 8 |
Hudock, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Trilogy Capital Inc. | 8 | 8 | 0.20% | 0.76% | 1.22% | Q1 2018 | Q4 2019 | 8 |
NOTTINGHAM ADVISORS, INC. | 8 | 8 | 0.04% | 1.05% | 2.05% | Q2 2018 | Q1 2020 | 8 |
Simplicity Solutions, LLC | 8 | 8 | 0.11% | 0.14% | 0.18% | Q1 2019 | Q4 2020 | 8 |
Capital Asset Advisory Services LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 8 |
SIGNET FINANCIAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.05% | 0.08% | Q1 2018 | Q4 2019 | 8 |
Capital Analysts, LLC | 8 | 8 | 0.00% | 0.02% | 0.16% | Q3 2018 | Q2 2020 | 8 |
Gould Capital, LLC | 8 | 8 | 1.65% | 1.94% | 2.21% | Q4 2021 | Q3 2023 | 8 |
Apollo Management Holdings, L.P. | 8 | 8 | 0.04% | 0.66% | 1.83% | Q4 2018 | Q3 2020 | 8 |
Aurora Private Wealth, Inc. | 6 | 2 | 0.25% | 6.35% | 11.13% | Q4 2019 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Centennial Wealth Advisory LLC | 7 | 1 | 0.97% | 4.55% | 7.15% | Q4 2020 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.19% | 0.24% | 0.33% | Q4 2021 | Q3 2023 | 8 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.03% | 0.08% | 0.15% | Q3 2021 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 0.91% | 1.00% | 1.18% | Q4 2021 | Q3 2023 | 8 |
D. SCOTT NEAL, INC. | 8 | 8 | 3.40% | 9.12% | 20.58% | Q1 2018 | Q4 2019 | 8 |
Evolution Wealth Advisors, LLC | 8 | 8 | 0.06% | 0.09% | 0.14% | Q1 2021 | Q4 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Main Street Financial Solutions, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2022 | 7 |
Bouchey Financial Group Ltd | 7 | 7 | 0.33% | 2.58% | 3.65% | Q3 2018 | Q1 2020 | 7 |
AMERICAN NATIONAL BANK | 7 | 7 | 0.08% | 0.17% | 0.29% | Q1 2017 | Q3 2018 | 7 |
Orca Investment Management, LLC | 7 | 7 | 0.57% | 4.90% | 9.98% | Q2 2021 | Q4 2022 | 7 |
Pinnacle Advisory Group, Inc. | 7 | 7 | 0.04% | 3.27% | 8.37% | Q1 2018 | Q3 2019 | 7 |
Emerald Advisors, LLC | 7 | 7 | 0.41% | 0.61% | 0.88% | Q1 2020 | Q3 2021 | 7 |
Raab & Moskowitz Asset Management LLC | 7 | 7 | 0.14% | 0.71% | 0.96% | Q2 2018 | Q4 2019 | 7 |
BALDWIN BROTHERS LLC/MA | 5 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.03% | 0.17% | 0.77% | Q1 2022 | Q3 2023 | 7 |
COWA, LLC | 7 | 7 | 2.08% | 4.65% | 6.92% | Q4 2020 | Q2 2022 | 7 |
Capital Wealth Alliance, LLC | 5 | 2 | 0.12% | 0.55% | 1.40% | Q4 2019 | Q1 2023 | 7 |
GSB Wealth Management, LLC | 7 | 7 | 0.11% | 0.32% | 0.55% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Blue Edge Capital, LLC | 7 | 7 | 0.30% | 1.80% | 2.93% | Q4 2017 | Q2 2019 | 7 |
Delos Wealth Advisors, LLC | 7 | 7 | 0.09% | 1.68% | 4.06% | Q1 2022 | Q3 2023 | 7 |
361 CAPITAL LLC | 7 | 7 | 0.08% | 0.34% | 0.78% | Q4 2018 | Q2 2020 | 7 |
Harborview Advisors, LLC | 7 | 7 | 3.22% | 4.12% | 5.32% | Q4 2017 | Q2 2019 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.10% | 0.19% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Cedar Mountain Advisors, LLC | 7 | 7 | 4.43% | 5.09% | 5.67% | Q1 2022 | Q3 2023 | 7 |
ClearBridge Investments | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Ironwood Investment Counsel, LLC | 7 | 7 | 0.10% | 0.58% | 1.29% | Q1 2018 | Q3 2019 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.04% | 0.06% | 0.12% | Q2 2020 | Q4 2021 | 7 |
DAVENPORT & Co LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
New England Investment & Retirement Group, Inc. | 6 | 1 | 0.05% | 0.68% | 1.93% | Q2 2018 | Q1 2020 | 7 |
AXA S.A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 7 |
SMITH CHAS P & ASSOCIATES PA CPAS | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2023 | 7 |
MTM Investment Management, LLC | 7 | 7 | 0.12% | 0.18% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Tradewinds Capital Management, LLC | 7 | 7 | 0.54% | 6.21% | 22.19% | Q1 2022 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.32% | 0.95% | 1.15% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.06% | 0.11% | Q1 2022 | Q3 2023 | 7 |
FDx Advisors, Inc. | 6 | 1 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q3 2019 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.18% | 0.29% | 0.47% | Q1 2022 | Q3 2023 | 7 |
Argentus Capital Management, LLC | 7 | 7 | 0.05% | 0.13% | 0.32% | Q1 2015 | Q3 2016 | 7 |
Orion Capital Management LLC | 7 | 7 | 0.28% | 0.42% | 0.56% | Q4 2020 | Q2 2022 | 7 |
First National Bank of South Miami | 7 | 7 | 0.00% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 7 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 7 | 7 | 0.14% | 0.25% | 0.32% | Q2 2019 | Q4 2020 | 7 |
TIAA, FSB | 6 | 6 | 0.02% | 0.13% | 0.22% | Q1 2022 | Q2 2023 | 6 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 6 | 6 | 2.38% | 10.49% | 15.70% | Q4 2017 | Q1 2019 | 6 |
VIRIDIAN RIA, LLC | 4 | 2 | 0.86% | 1.16% | 1.65% | Q3 2020 | Q1 2022 | 6 |
Laidlaw Wealth Management LLC | 5 | 1 | 0.04% | 0.30% | 0.54% | Q4 2020 | Q2 2022 | 6 |
First Horizon Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Western Wealth Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.11% | 0.28% | 0.59% | Q2 2022 | Q3 2023 | 6 |
CREDIT SUISSE AG/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
Lloyd Advisory Services, LLC. | 5 | 1 | 0.10% | 0.17% | 0.20% | Q4 2019 | Q1 2022 | 6 |
McBroom & Associates, LLC | 6 | 6 | 0.58% | 0.91% | 1.10% | Q3 2022 | Q4 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
COLONY GROUP LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 6 |
FLAGSTAR ADVISORS INC | 6 | 6 | 0.11% | 0.13% | 0.14% | Q1 2022 | Q2 2023 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.06% | 0.19% | 0.39% | Q2 2022 | Q3 2023 | 6 |
AGF INVESTMENTS INC. | 6 | 6 | 0.18% | 0.22% | 0.36% | Q3 2013 | Q4 2014 | 6 |
Community Bank, N.A. | 6 | 6 | 0.01% | 0.13% | 0.17% | Q2 2018 | Q3 2019 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 5 | 1 | 0.27% | 0.59% | 0.97% | Q1 2022 | Q3 2023 | 6 |
Castle Rock Wealth Management, LLC | 4 | 2 | 0.08% | 0.61% | 1.12% | Q1 2020 | Q3 2021 | 6 |
Atlas Private Wealth Advisors | 5 | 1 | 0.01% | 0.08% | 0.15% | Q1 2021 | Q2 2023 | 6 |
Smart Money Group LLC | 3 | 1 | 0.61% | 1.47% | 2.38% | Q1 2021 | Q4 2022 | 6 |
WEDBUSH SECURITIES INC | 4 | 2 | 0.01% | 0.04% | 0.05% | Q1 2018 | Q4 2022 | 6 |
Investors Financial Group, LLC | 6 | 6 | 0.16% | 0.28% | 0.38% | Q4 2019 | Q1 2021 | 6 |
FIRST TRUST ADVISORS LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 6 |
NewSquare Capital LLC | 6 | 6 | 0.76% | 0.94% | 1.13% | Q2 2022 | Q3 2023 | 6 |
Range Financial Group LLC | 6 | 6 | 0.51% | 0.75% | 1.15% | Q2 2022 | Q3 2023 | 6 |
Litman Gregory Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Canal Capital Management, LLC | 6 | 6 | 0.13% | 0.18% | 0.24% | Q2 2017 | Q3 2018 | 6 |
PINNACLE ASSOCIATES LTD | 6 | 6 | 0.02% | 0.07% | 0.10% | Q1 2018 | Q2 2019 | 6 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2018 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q4 2022 | 6 |
YHB Investment Advisors, Inc. | 6 | 6 | 0.11% | 0.14% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Lucia Wealth Services, LLC | 6 | 6 | 0.10% | 0.74% | 1.54% | Q2 2019 | Q3 2020 | 6 |
FIRST HAWAIIAN BANK | 6 | 6 | 0.01% | 0.05% | 0.08% | Q3 2018 | Q4 2019 | 6 |
Legal Advantage Investments, Inc. | 6 | 6 | 0.69% | 0.74% | 0.80% | Q4 2020 | Q1 2022 | 6 |
UMB Bank, n.a. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
WBI INVESTMENTS, LLC | 5 | 1 | 0.07% | 0.33% | 0.63% | Q1 2019 | Q3 2023 | 6 |
Pinnacle Wealth Management Advisory Group, LLC | 6 | 6 | 0.18% | 0.66% | 0.99% | Q1 2018 | Q2 2019 | 6 |
Brendel Financial Advisors LLC | 6 | 6 | 0.53% | 1.07% | 2.11% | Q2 2021 | Q3 2022 | 6 |
PETERSON WEALTH MANAGEMENT | 6 | 6 | 0.31% | 1.42% | 3.00% | Q4 2019 | Q1 2021 | 6 |
FormulaFolio Investments, LLC | 6 | 6 | 0.06% | 1.22% | 2.52% | Q1 2018 | Q2 2019 | 6 |
Global Financial Private Capital, Inc | 6 | 6 | 0.50% | 0.58% | 0.76% | Q1 2019 | Q2 2020 | 6 |
Treasure Coast Financial Planning | 6 | 6 | 6.36% | 8.58% | 9.75% | Q4 2021 | Q1 2023 | 6 |
D.A. DAVIDSON & CO. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.01% | 0.15% | 0.38% | Q1 2020 | Q3 2022 | 6 |
Clearview Wealth Advisors LLC | 6 | 6 | 0.15% | 0.19% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Hanson & Doremus Investment Management | 6 | 6 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q2 2023 | 6 |
AXXCESS WEALTH MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.08% | 0.14% | Q2 2022 | Q3 2023 | 6 |
TruWealth Advisors, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
1620 INVESTMENT ADVISORS, INC. | 5 | 5 | 2.06% | 2.40% | 2.86% | Q4 2021 | Q4 2022 | 5 |
Latitude Advisors, LLC | 5 | 5 | 0.38% | 1.17% | 1.94% | Q2 2021 | Q2 2022 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.07% | 0.12% | 0.14% | Q4 2018 | Q4 2019 | 5 |
TCG Advisors, LP | 5 | 5 | 0.26% | 2.63% | 6.19% | Q4 2018 | Q4 2019 | 5 |
Wealthfront Advisers LLC | 3 | 2 | 0.00% | 0.11% | 0.31% | Q2 2022 | Q3 2023 | 5 |
SENTINEL PENSION ADVISORS INC | 3 | 2 | 0.08% | 0.28% | 1.02% | Q4 2019 | Q1 2021 | 5 |
NorthCoast Asset Management LLC | 5 | 5 | 0.03% | 0.03% | 0.05% | Q3 2020 | Q3 2021 | 5 |
Hedeker Wealth, LLC | 5 | 5 | 1.78% | 2.49% | 4.18% | Q1 2022 | Q1 2023 | 5 |
Center For Asset Management LLC | 4 | 1 | 0.19% | 0.38% | 0.54% | Q4 2020 | Q4 2022 | 5 |
LVZ, Inc. | 5 | 5 | 0.09% | 0.12% | 0.13% | Q4 2016 | Q4 2017 | 5 |
CIBC Private Wealth Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 2.17% | 4.43% | 5.86% | Q4 2013 | Q4 2014 | 5 |
Purus Wealth Management, LLC | 5 | 5 | 0.21% | 0.39% | 0.51% | Q4 2020 | Q4 2021 | 5 |
HILL ISLAND FINANCIAL LLC | 5 | 5 | 1.18% | 1.28% | 1.36% | Q4 2021 | Q4 2022 | 5 |
Personal Wealth Partners | 5 | 5 | 0.09% | 0.25% | 0.48% | Q4 2018 | Q4 2019 | 5 |
Advisor Resource Council | 4 | 1 | 0.11% | 0.23% | 0.34% | Q2 2022 | Q3 2023 | 5 |
Legacy Wealth Partners, Inc. | 5 | 5 | 0.13% | 0.16% | 0.19% | Q4 2019 | Q4 2020 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Bluefin Trading, LLC | 2 | 1 | 0.13% | 0.39% | 0.82% | Q4 2016 | Q3 2019 | 5 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 5 |
Formidable Asset Management, LLC | 5 | 5 | 0.62% | 1.38% | 4.07% | Q2 2018 | Q2 2019 | 5 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 5 |
Lee Financial Group Hawaii, Inc. | 5 | 5 | 0.26% | 2.56% | 4.83% | Q1 2018 | Q1 2019 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
BAINCO INTERNATIONAL INVESTORS | 5 | 5 | 0.29% | 0.91% | 1.56% | Q4 2017 | Q4 2018 | 5 |
Equitable Holdings, Inc. | 3 | 2 | 0.00% | 0.07% | 0.21% | Q4 2021 | Q3 2023 | 5 |
Global Trust Asset Management, LLC | 5 | 5 | 0.43% | 0.53% | 0.61% | Q2 2018 | Q2 2019 | 5 |
Allworth Financial LP | 3 | 1 | 0.00% | 0.04% | 0.15% | Q4 2018 | Q3 2023 | 5 |
TOTH FINANCIAL ADVISORY CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Strategic Capital Alternatives LLC | 5 | 5 | 0.24% | 0.29% | 0.32% | Q3 2014 | Q3 2015 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q2 2020 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 4.57% | 5.12% | 5.95% | Q3 2022 | Q3 2023 | 5 |
Wealthcare Advisory Partners LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 5 |
Columbus Macro, LLC | 5 | 5 | 1.87% | 3.31% | 5.41% | Q3 2018 | Q3 2019 | 5 |
KAYS FINANCIAL ADVISORY CORP /ADV | 4 | 4 | 3.66% | 3.87% | 4.12% | Q1 2018 | Q4 2018 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.10% | 0.14% | 0.24% | Q3 2018 | Q2 2019 | 4 |
Aveo Capital Partners, LLC | 1 | 1 | 0.14% | 0.43% | 1.13% | Q3 2018 | Q2 2021 | 4 |
MayTech Global Investments, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Advisors Capital Management, LLC | 4 | 4 | 0.20% | 0.22% | 0.25% | Q4 2018 | Q3 2019 | 4 |
McNaughton Wealth Management, LLC | 4 | 4 | 0.18% | 1.31% | 2.16% | Q4 2019 | Q3 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4 | 4 | 0.03% | 0.28% | 1.04% | Q4 2018 | Q3 2019 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.42% | 0.53% | 0.77% | Q4 2022 | Q3 2023 | 4 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 1 | 0.00% | 0.20% | 0.39% | Q4 2020 | Q3 2022 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.26% | 0.31% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 4 |
Strategic Capital Group LLC | 4 | 4 | 0.04% | 0.28% | 0.52% | Q3 2013 | Q2 2014 | 4 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q2 2020 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 4 |
Certified Advisory Corp | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Simplicity Wealth,LLC | 4 | 4 | 0.47% | 0.98% | 1.49% | Q4 2021 | Q3 2022 | 4 |
Summit Place Financial Advisors, LLC | 4 | 4 | 0.56% | 0.85% | 1.50% | Q4 2022 | Q3 2023 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.08% | 0.10% | 0.15% | Q2 2013 | Q1 2014 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2019 | 4 |
Intelligence Driven Advisers, LLC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q3 2019 | Q2 2020 | 4 |
Cerity Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 4 |
All Terrain Financial Advisors, LLC | 4 | 4 | 2.55% | 3.92% | 4.46% | Q2 2019 | Q1 2020 | 4 |
SYNOVUS FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2020 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 1.72% | 3.21% | Q4 2022 | Q3 2023 | 4 |
Powers Advisory Group, LLC | 4 | 4 | 3.76% | 4.19% | 4.53% | Q1 2022 | Q4 2022 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
BARING ASSET MANAGEMENT Ltd | 4 | 4 | 0.62% | 0.68% | 0.84% | Q2 2016 | Q1 2017 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.10% | 0.28% | 0.79% | Q4 2019 | Q3 2020 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Alpha Omega Wealth Management LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q2 2019 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.90% | 0.99% | 1.12% | Q4 2018 | Q3 2019 | 4 |
Boston Standard Wealth Management, LLC | 4 | 4 | 0.19% | 0.94% | 1.86% | Q3 2018 | Q2 2019 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 1.58% | 1.64% | 1.74% | Q4 2022 | Q3 2023 | 4 |
Vectors Research Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
NORTHSTAR INVESTMENT ADVISORS LLC | 4 | 4 | 0.32% | 0.45% | 0.58% | Q1 2017 | Q4 2017 | 4 |
G&S Capital LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2019 | 4 |
HSBC HOLDINGS PLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Financial Architects, Inc | 4 | 4 | 0.36% | 0.59% | 0.75% | Q3 2022 | Q2 2023 | 4 |
HAZLETT, BURT & WATSON, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Vista Private Wealth Partners. LLC | 3 | 1 | 0.01% | 1.84% | 3.52% | Q3 2018 | Q3 2019 | 4 |
Intellectus Partners, LLC | 4 | 4 | 0.07% | 0.12% | 0.17% | Q1 2020 | Q4 2020 | 4 |
Csenge Advisory Group | 4 | 4 | 0.07% | 0.55% | 0.75% | Q4 2019 | Q3 2020 | 4 |
Curtis Advisory Group, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Vantage Investment Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.20% | 0.46% | 1.11% | Q4 2022 | Q3 2023 | 4 |
Clark Capital Management Group, Inc. | 4 | 4 | 0.04% | 0.20% | 0.34% | Q2 2019 | Q1 2020 | 4 |
Argent Wealth Management LLC | 3 | 3 | 0.87% | 0.97% | 1.05% | Q4 2019 | Q2 2020 | 3 |
Facet Wealth, Inc. | 3 | 3 | 0.11% | 0.42% | 0.73% | Q1 2023 | Q3 2023 | 3 |
Financial Enhancement Group LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q1 2019 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q1 2019 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Titan Capital Management, LLC /TX | 3 | 3 | 0.01% | 4.31% | 6.62% | Q4 2018 | Q2 2019 | 3 |
Veritable, L.P. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 3 |
Harvest Investment Services, LLC | 3 | 3 | 0.19% | 0.23% | 0.27% | Q1 2019 | Q3 2019 | 3 |
JACOBSON & SCHMITT ADVISORS, LLC | 3 | 3 | 2.40% | 2.56% | 2.74% | Q2 2018 | Q4 2018 | 3 |
HBW ADVISORY SERVICES LLC | 2 | 1 | 0.06% | 0.12% | 0.22% | Q3 2022 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Private Ocean, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.43% | 1.72% | 2.71% | Q4 2017 | Q2 2018 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.14% | 0.22% | Q2 2021 | Q3 2023 | 3 |
Davidson Capital Management Inc. | 3 | 3 | 21.35% | 25.39% | 30.75% | Q1 2022 | Q3 2022 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.62% | 1.44% | 2.26% | Q2 2018 | Q4 2018 | 3 |
TimeScale Financial, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2020 | 3 |
Beaumont Financial Partners, LLC | 2 | 1 | 0.02% | 0.18% | 0.32% | Q3 2018 | Q2 2021 | 3 |
WealthOne, LLC | 3 | 3 | 0.13% | 0.21% | 0.33% | Q1 2020 | Q3 2020 | 3 |
American Financial Advisors, LLC | 3 | 3 | 0.05% | 1.00% | 2.87% | Q4 2018 | Q2 2019 | 3 |
Capital Advisors, Ltd. LLC | 3 | 3 | 0.11% | 0.13% | 0.16% | Q4 2018 | Q2 2019 | 3 |
MOTCO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 1.96% | 2.09% | 2.25% | Q1 2023 | Q3 2023 | 3 |
Financial Engines Advisors L.L.C. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.07% | 0.10% | 0.12% | Q3 2014 | Q1 2015 | 3 |
INNEALTA CAPITAL, LLC | 3 | 3 | 0.23% | 0.27% | 0.34% | Q2 2019 | Q4 2019 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BARINGS LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q2 2019 | 3 |
Financial Guidance Group, Inc. | 3 | 3 | 6.76% | 7.51% | 7.96% | Q1 2022 | Q3 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.06% | 0.09% | 0.11% | Q4 2017 | Q4 2018 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Family Asset Management, LLC | 3 | 3 | 0.41% | 0.63% | 1.06% | Q1 2023 | Q3 2023 | 3 |
Vericrest Private Wealth | 3 | 3 | 2.77% | 3.18% | 3.76% | Q4 2021 | Q2 2022 | 3 |
PDS Planning, Inc | 3 | 3 | 0.21% | 0.44% | 0.60% | Q1 2018 | Q3 2018 | 3 |
Hobart Private Capital, LLC | 3 | 3 | 0.17% | 0.22% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Parkside Financial Bank & Trust | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 3 |
Astoria Portfolio Advisors LLC. | 3 | 3 | 3.70% | 4.70% | 5.77% | Q4 2021 | Q2 2022 | 3 |
FURE FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2020 | 3 |
MEITAV INVESTMENT HOUSE LTD | 2 | 1 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q2 2023 | 3 |
Simplify Asset Management Inc. | 3 | 3 | 0.03% | 0.20% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.68% | 5.01% | 13.64% | Q2 2018 | Q4 2018 | 3 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.02% | 1.07% | 2.65% | Q3 2018 | Q4 2019 | 3 |
CNB Bank | 2 | 1 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2020 | 3 |
Cottage Street Advisors LLC | 3 | 3 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q3 2019 | 3 |
RDA Financial Network | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2019 | Q3 2019 | 3 |
GFS Advisors, LLC | 3 | 3 | 0.12% | 0.37% | 0.56% | Q3 2021 | Q1 2022 | 3 |
BANK OF NOVA SCOTIA | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 3 |
WFG Advisors, LP | 3 | 3 | 0.07% | 0.10% | 0.15% | Q2 2013 | Q4 2013 | 3 |
Donald L. Hagan, LLC | 3 | 3 | 0.17% | 0.27% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.63% | 0.82% | 1.00% | Q1 2023 | Q3 2023 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
FolioMetrix LLC | 3 | 3 | 0.29% | 0.64% | 1.03% | Q4 2014 | Q2 2015 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Placemark Investments, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 3 |
IRON Financial LLC | 3 | 3 | 0.11% | 0.14% | 0.18% | Q4 2019 | Q2 2020 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.29% | 0.30% | 0.31% | Q1 2023 | Q3 2023 | 3 |
USAdvisors Wealth Management, LLC | 3 | 3 | 0.11% | 3.04% | 4.69% | Q4 2018 | Q2 2019 | 3 |
Triumph Capital Management | 3 | 3 | 0.27% | 0.62% | 0.84% | Q1 2023 | Q3 2023 | 3 |
Insight Wealth Strategies, LLC | 3 | 3 | 0.07% | 2.36% | 6.28% | Q4 2018 | Q2 2019 | 3 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q4 2021 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Eukles Asset Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Frisch Financial Group, Inc. | 3 | 3 | 0.11% | 0.53% | 0.79% | Q2 2022 | Q4 2022 | 3 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 3 |
KMS FINANCIAL SERVICES, INC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q2 2014 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Refined Wealth Management | 3 | 3 | 10.30% | 10.63% | 10.89% | Q2 2021 | Q4 2021 | 3 |
HM PAYSON & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
WBH ADVISORY INC | 3 | 3 | 0.04% | 0.10% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Wells Financial Advisors INC | 3 | 3 | 0.79% | 0.81% | 0.84% | Q1 2021 | Q3 2021 | 3 |
Burleson & Company, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
ORSER CAPITAL MANAGEMENT, LLC | 3 | 3 | 5.16% | 6.21% | 7.42% | Q1 2018 | Q3 2018 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 3 |
Salomon & Ludwin, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
UBS ASSET MANAGEMENT AMERICAS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 3 | 0.30% | 0.51% | 0.83% | Q3 2019 | Q1 2020 | 3 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Strata Wealth Advisors, LLC | 2 | 1 | 0.24% | 0.61% | 1.06% | Q4 2022 | Q3 2023 | 3 |
Lunt Capital Management, Inc. | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Ancora Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.18% | 0.26% | 0.35% | Q1 2018 | Q2 2021 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2019 | 2 |
Municipal Employees' Retirement System of Michigan | 2 | 2 | 1.46% | 1.59% | 1.73% | Q3 2019 | Q4 2019 | 2 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.07% | 0.11% | Q4 2019 | Q1 2022 | 2 |
Fulcrum Equity Management | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Holistic Financial Partners | 2 | 2 | 0.16% | 0.18% | 0.20% | Q4 2017 | Q1 2018 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.03% | 5.04% | 10.05% | Q1 2022 | Q3 2023 | 2 |
Warberg Asset Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
MV CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.15% | 0.15% | 0.16% | Q4 2014 | Q1 2015 | 2 |
GIRARD SECURITIES, INC. | 2 | 2 | 0.20% | 0.21% | 0.23% | Q2 2017 | Q3 2017 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Capital Wealth Planning, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.29% | 0.30% | 0.30% | Q1 2023 | Q3 2023 | 2 |
Weaver Consulting Group | 2 | 2 | 0.66% | 0.68% | 0.70% | Q1 2020 | Q2 2020 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
CANANDAIGUA NATIONAL CORP | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Brookstone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.14% | 4.22% | 8.30% | Q4 2019 | Q1 2020 | 2 |
Friedenthal Financial | 1 | 1 | 0.46% | 0.50% | 0.54% | Q2 2018 | Q4 2018 | 2 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 2 |
Ford Financial Group, LLC | 2 | 2 | 0.22% | 0.38% | 0.54% | Q3 2018 | Q4 2018 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.34% | 0.54% | 0.74% | Q3 2022 | Q4 2022 | 2 |
TrueWealth Advisors, LLC | 2 | 2 | 0.14% | 0.16% | 0.19% | Q4 2020 | Q1 2021 | 2 |
Mirador Capital Partners LP | 2 | 2 | 0.12% | 0.16% | 0.20% | Q2 2019 | Q3 2019 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.06% | 0.09% | Q1 2023 | Q2 2023 | 2 |
V Wealth Advisors LLC | 2 | 2 | 1.52% | 1.59% | 1.65% | Q1 2023 | Q2 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 3.60% | 3.80% | 4.00% | Q2 2023 | Q3 2023 | 2 |
Realta Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Cerro Pacific Wealth Advisors LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2022 | Q4 2022 | 2 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.07% | 0.21% | 0.35% | Q2 2018 | Q3 2018 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.10% | 0.18% | Q4 2019 | Q1 2020 | 2 |
Barber Financial Group, Inc. | 2 | 2 | 0.84% | 0.86% | 0.87% | Q4 2018 | Q1 2019 | 2 |
KENNICOTT CAPITAL MANAGEMENT LLC | 2 | 2 | 4.66% | 5.47% | 6.29% | Q4 2021 | Q1 2022 | 2 |
CAHILL FINANCIAL ADVISORS INC | 2 | 2 | 0.17% | 0.22% | 0.26% | Q2 2018 | Q3 2018 | 2 |
Allegis Investment Advisors, LLC | 2 | 2 | 0.06% | 0.10% | 0.14% | Q1 2017 | Q2 2017 | 2 |
Blue Barn Wealth, LLC | 2 | 2 | 0.24% | 0.29% | 0.34% | Q2 2021 | Q3 2021 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.26% | 0.31% | 0.37% | Q2 2018 | Q3 2018 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
Stadion Money Management, LLC | 1 | 1 | 0.50% | 0.77% | 1.03% | Q3 2020 | Q3 2023 | 2 |
Stockman Wealth Management, Inc. | 2 | 2 | 0.16% | 0.33% | 0.50% | Q3 2018 | Q4 2018 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.85% | 1.00% | 1.16% | Q4 2021 | Q1 2022 | 2 |
TOMPKINS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2022 | Q3 2022 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Fort Point Capital Partners LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Diversified Investment Strategies, LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q2 2017 | Q3 2017 | 2 |
Citizens National Bank Trust Department | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2021 | 2 |
KCS Wealth Advisory | 2 | 2 | 0.59% | 0.62% | 0.66% | Q4 2017 | Q1 2018 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Indie Asset Partners, LLC | 2 | 2 | 3.38% | 3.57% | 3.76% | Q4 2019 | Q1 2020 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Genesee Capital Advisors, LLC | 2 | 2 | 0.83% | 0.86% | 0.90% | Q2 2022 | Q3 2022 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Santori & Peters, Inc. | 2 | 2 | 0.30% | 0.52% | 0.73% | Q2 2020 | Q3 2020 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Waterloo Capital, L.P. | 1 | 1 | 0.17% | 0.53% | 0.90% | Q1 2020 | Q2 2023 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.13% | 0.23% | Q1 2017 | Q4 2019 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.07% | 0.09% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Keudell/Morrison Wealth Management | 2 | 2 | 0.15% | 0.16% | 0.18% | Q3 2019 | Q4 2019 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.07% | 0.12% | 0.17% | Q2 2019 | Q3 2019 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2022 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q2 2022 | 2 |
Cypress Wealth Services, LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q3 2018 | Q4 2018 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.06% | 0.08% | 0.10% | Q3 2017 | Q4 2017 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2020 | Q1 2020 | 1 |
Wright Fund Management, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
Princeton Portfolio Strategies Group LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Model Capital Management LLC | 1 | 1 | 23.94% | 23.94% | 23.94% | Q3 2020 | Q3 2020 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2015 | Q4 2015 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Marshall Financial Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
First PREMIER Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Bell Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Truadvice, LLC | 1 | 1 | 2.03% | 2.03% | 2.03% | Q1 2022 | Q1 2022 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Auour Investments LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Betterment LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Donoghue Forlines LLC | 1 | 1 | 7.47% | 7.47% | 7.47% | Q3 2023 | Q3 2023 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
NWAM LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
London & Capital Asset Management Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2019 | Q4 2019 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 2.51% | 2.51% | 2.51% | Q2 2018 | Q2 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HNP Capital LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
United Community Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DDFG, Inc | 1 | 1 | 1.71% | 1.71% | 1.71% | Q4 2022 | Q4 2022 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2019 | Q4 2019 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Stewardship Advisors, LLC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2019 | Q4 2019 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2019 | Q1 2019 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GERMAN AMERICAN BANCORP, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q3 2018 | Q3 2018 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2019 | Q4 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q3 2022 | 1 |
Treynor Bancshares, Inc. | 1 | 1 | 3.27% | 3.27% | 3.27% | Q3 2023 | Q3 2023 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q3 2023 | Q3 2023 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 1.13% | 1.13% | 1.13% | Q3 2023 | Q3 2023 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CX Institutional | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
UNITED BANK | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2017 | Q3 2017 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 2.58% | 2.58% | 2.58% | Q4 2019 | Q4 2019 | 1 |
David Kennon Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q2 2022 | Q2 2022 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2023 | Q4 2023 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2015 | Q3 2015 | 1 |
Ulland Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAPE COD FIVE CENTS SAVINGS BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.