Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 48 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 42 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.63% | 3.60% | Q3 2017 | Q3 2023 | 25 |
Private Advisor Group, LLC | 24 | 24 | 0.00% | 0.25% | 0.71% | Q4 2017 | Q3 2023 | 25 |
Cambridge Investment Research Advisors, Inc. | 24 | 24 | 0.00% | 0.24% | 0.84% | Q4 2017 | Q3 2023 | 24 |
ROYAL BANK OF CANADA | 24 | 24 | 0.03% | 0.08% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Raymond James Financial Services Advisors, Inc. | 24 | 24 | 0.01% | 0.13% | 0.29% | Q4 2017 | Q3 2023 | 24 |
PNC FINANCIAL SERVICES GROUP, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
STIFEL FINANCIAL CORP | 24 | 24 | 0.01% | 0.15% | 0.77% | Q4 2017 | Q3 2023 | 24 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 24 | 24 | 0.20% | 1.02% | 4.98% | Q4 2017 | Q3 2023 | 24 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 24 | 24 | 0.01% | 0.27% | 1.73% | Q4 2017 | Q3 2023 | 24 |
Sicart Associates LLC | 24 | 24 | 0.13% | 0.41% | 1.43% | Q4 2017 | Q3 2023 | 24 |
MORGAN STANLEY | 24 | 24 | 0.03% | 0.10% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Baird Financial Group, Inc. | 24 | 24 | 0.04% | 0.12% | 0.25% | Q4 2017 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 24 | 24 | 0.01% | 0.10% | 0.39% | Q4 2017 | Q3 2023 | 24 |
AMERIPRISE FINANCIAL INC | 24 | 24 | 0.01% | 0.17% | 0.50% | Q4 2017 | Q3 2023 | 24 |
HighTower Advisors, LLC | 24 | 24 | 0.00% | 0.08% | 0.23% | Q4 2017 | Q3 2023 | 24 |
RAYMOND JAMES & ASSOCIATES | 24 | 24 | 0.00% | 0.03% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.07% | 0.19% | 0.44% | Q4 2017 | Q3 2023 | 24 |
Cetera Advisor Networks LLC | 24 | 24 | 0.01% | 0.13% | 0.66% | Q4 2017 | Q3 2023 | 24 |
BEACON FINANCIAL GROUP | 24 | 24 | 0.16% | 3.73% | 25.74% | Q4 2017 | Q3 2023 | 24 |
Waverly Advisors, LLC | 24 | 24 | 0.02% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 24 |
SEI INVESTMENTS CO | 24 | 24 | 0.06% | 0.26% | 0.52% | Q4 2017 | Q3 2023 | 24 |
GOLDMAN SACHS GROUP INC | 24 | 24 | 0.00% | 0.01% | 0.14% | Q4 2017 | Q3 2023 | 24 |
CITIGROUP INC | 24 | 24 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
1834 INVESTMENT ADVISORS CO | 24 | 24 | 0.07% | 0.14% | 0.21% | Q4 2017 | Q3 2023 | 24 |
ASSETMARK, INC | 24 | 24 | 0.01% | 1.28% | 4.08% | Q4 2017 | Q3 2023 | 24 |
ENVESTNET ASSET MANAGEMENT INC | 24 | 24 | 0.01% | 0.23% | 1.06% | Q4 2017 | Q3 2023 | 24 |
SCOTIA CAPITAL INC. | 24 | 24 | 0.01% | 0.10% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Eagle Ridge Investment Management | 24 | 24 | 0.05% | 0.10% | 0.25% | Q4 2017 | Q3 2023 | 24 |
UBS Group AG | 24 | 24 | 0.03% | 0.11% | 0.30% | Q4 2017 | Q3 2023 | 24 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.30% | 1.40% | Q1 2016 | Q3 2023 | 24 |
WELLS FARGO & COMPANY/MN | 24 | 24 | 0.01% | 0.05% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 24 | 24 | 0.00% | 0.16% | 0.54% | Q4 2017 | Q3 2023 | 24 |
LPL Financial LLC | 24 | 24 | 0.01% | 0.17% | 0.55% | Q4 2017 | Q3 2023 | 24 |
US BANCORP \DE\ | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 24 |
BANK OF AMERICA CORP /DE/ | 24 | 24 | 0.01% | 0.33% | 0.82% | Q4 2017 | Q3 2023 | 24 |
Renaissance Technologies | 13 | 10 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q3 2023 | 23 |
DIVIDEND ASSETS CAPITAL, LLC | 23 | 23 | 0.04% | 0.11% | 0.20% | Q1 2018 | Q3 2023 | 23 |
CWM, LLC | 15 | 8 | 0.00% | 0.19% | 1.17% | Q4 2017 | Q3 2023 | 23 |
DEUTSCHE BANK AG\ | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 23 | 23 | 0.00% | 0.03% | 0.15% | Q1 2018 | Q3 2023 | 23 |
JANE STREET GROUP, LLC | 19 | 4 | 0.00% | 0.03% | 0.29% | Q4 2017 | Q3 2023 | 23 |
BANK OF MONTREAL /CAN/ | 21 | 2 | 0.00% | 0.03% | 0.17% | Q4 2017 | Q3 2023 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 23 |
OPPENHEIMER & CO INC | 23 | 23 | 0.01% | 0.07% | 0.18% | Q1 2018 | Q3 2023 | 23 |
WOLVERINE TRADING, LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q1 2023 | 23 |
NewEdge Advisors, LLC | 23 | 23 | 0.02% | 0.19% | 0.57% | Q1 2018 | Q3 2023 | 23 |
McNamara Financial Services, Inc. | 22 | 22 | 2.42% | 3.43% | 5.01% | Q2 2018 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 17 | 5 | 0.00% | 3.70% | 9.05% | Q4 2017 | Q3 2023 | 22 |
Arete Wealth Advisors, LLC | 19 | 3 | 0.12% | 1.19% | 10.40% | Q1 2018 | Q3 2023 | 22 |
Trilogy Capital Inc. | 22 | 22 | 0.01% | 1.71% | 6.36% | Q2 2018 | Q3 2023 | 22 |
OPPENHEIMER ASSET MANAGEMENT INC. | 22 | 22 | 0.04% | 1.85% | 2.52% | Q2 2018 | Q3 2023 | 22 |
Van Hulzen Asset Management, LLC | 16 | 6 | 0.04% | 1.15% | 3.19% | Q1 2018 | Q3 2023 | 22 |
BlackRock Inc. | 20 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
JNBA Financial Advisors | 20 | 2 | 0.02% | 1.31% | 11.05% | Q1 2018 | Q3 2023 | 22 |
SIGNET FINANCIAL MANAGEMENT, LLC | 19 | 3 | 0.04% | 0.83% | 3.51% | Q1 2018 | Q3 2023 | 22 |
Global Retirement Partners, LLC | 15 | 7 | 0.02% | 0.44% | 2.56% | Q1 2018 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 20 | 1 | 0.00% | 0.12% | 0.85% | Q4 2017 | Q3 2023 | 22 |
Polaris Wealth Advisory Group, LLC | 12 | 1 | 0.01% | 0.55% | 2.15% | Q4 2017 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 15 | 7 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 22 |
SMITH, MOORE & CO. | 18 | 4 | 0.07% | 0.65% | 1.37% | Q4 2017 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.27% | 4.55% | Q3 2018 | Q3 2023 | 21 |
BAILARD, INC. | 14 | 7 | 0.04% | 0.98% | 5.70% | Q2 2018 | Q3 2023 | 21 |
Banco Santander, S.A. | 15 | 6 | 0.04% | 0.31% | 0.67% | Q2 2018 | Q3 2023 | 21 |
BNP PARIBAS FINANCIAL MARKETS | 14 | 3 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
ATWOOD & PALMER INC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Belpointe Asset Management LLC | 21 | 21 | 0.06% | 0.67% | 1.91% | Q3 2018 | Q3 2023 | 21 |
STATE STREET CORP | 11 | 10 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 21 |
Capital Investment Advisory Services, LLC | 21 | 21 | 0.07% | 4.45% | 14.10% | Q3 2018 | Q3 2023 | 21 |
WINTRUST INVESTMENTS LLC | 12 | 2 | 0.04% | 0.13% | 0.24% | Q4 2017 | Q3 2023 | 21 |
HSBC HOLDINGS PLC | 17 | 17 | 0.00% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 21 |
Jordan Park Group LLC | 14 | 7 | 0.02% | 2.49% | 18.73% | Q2 2018 | Q3 2023 | 21 |
DAVENPORT & Co LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Creative Planning | 20 | 20 | 0.00% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Patriot Financial Group Insurance Agency, LLC | 19 | 1 | 0.00% | 0.05% | 0.12% | Q1 2018 | Q3 2023 | 20 |
Thomas J. Herzfeld Advisors, Inc. | 20 | 20 | 0.36% | 0.47% | 1.26% | Q4 2018 | Q3 2023 | 20 |
Winch Advisory Services, LLC | 20 | 20 | 0.01% | 8.20% | 14.03% | Q4 2018 | Q3 2023 | 20 |
Brookstone Capital Management | 15 | 1 | 0.01% | 0.69% | 2.34% | Q2 2018 | Q3 2023 | 20 |
CIBC WORLD MARKET INC. | 12 | 2 | 0.00% | 0.03% | 0.17% | Q1 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 2.06% | 9.64% | Q1 2018 | Q3 2023 | 20 |
Titan Capital Management, LLC /TX | 20 | 20 | 9.60% | 18.65% | 26.97% | Q4 2018 | Q3 2023 | 20 |
ZACKS INVESTMENT MANAGEMENT | 20 | 20 | 0.01% | 0.06% | 0.31% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.07% | 0.22% | Q4 2017 | Q3 2022 | 20 |
Darwin Wealth Management, LLC | 20 | 20 | 0.06% | 1.05% | 3.56% | Q4 2018 | Q3 2023 | 20 |
Atria Investments, Inc | 20 | 20 | 0.01% | 0.46% | 3.80% | Q4 2018 | Q3 2023 | 20 |
United Asset Strategies, Inc. | 16 | 4 | 0.08% | 1.05% | 4.72% | Q3 2018 | Q3 2023 | 20 |
VisionPoint Advisory Group, LLC | 20 | 20 | 0.12% | 9.28% | 41.42% | Q4 2018 | Q3 2023 | 20 |
Strategic Wealth Partners, Ltd. | 20 | 20 | 0.01% | 1.10% | 3.36% | Q2 2018 | Q1 2023 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 5 | 0.00% | 0.07% | 0.46% | Q2 2018 | Q3 2023 | 20 |
Wealthspire Advisors, LLC | 20 | 20 | 0.07% | 0.33% | 0.83% | Q4 2018 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
First Horizon Advisors, Inc. | 11 | 9 | 0.00% | 0.03% | 0.12% | Q2 2018 | Q3 2023 | 20 |
Hilltop Holdings Inc. | 11 | 9 | 0.03% | 0.51% | 1.91% | Q3 2018 | Q3 2023 | 20 |
RAYMOND JAMES TRUST N.A. | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Peak Asset Management, LLC | 20 | 20 | 0.84% | 2.28% | 5.30% | Q4 2018 | Q3 2023 | 20 |
UBP Investment Advisors SA | 17 | 2 | 0.44% | 3.87% | 5.79% | Q4 2017 | Q3 2022 | 19 |
GREAT VALLEY ADVISOR GROUP, INC. | 19 | 19 | 0.03% | 0.12% | 0.45% | Q1 2019 | Q3 2023 | 19 |
Moloney Securities Asset Management, LLC | 19 | 19 | 0.19% | 0.41% | 1.95% | Q4 2018 | Q2 2023 | 19 |
Aveo Capital Partners, LLC | 18 | 1 | 0.20% | 1.48% | 9.56% | Q4 2018 | Q3 2023 | 19 |
CreativeOne Wealth, LLC | 19 | 19 | 0.07% | 0.22% | 0.41% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.32% | 1.50% | Q1 2019 | Q3 2023 | 19 |
Penobscot Investment Management Company, Inc. | 19 | 19 | 0.09% | 0.19% | 0.38% | Q2 2018 | Q4 2022 | 19 |
ALETHEA CAPITAL MANAGEMENT, LLC | 19 | 19 | 0.98% | 16.36% | 47.95% | Q4 2018 | Q2 2023 | 19 |
Csenge Advisory Group | 10 | 1 | 0.05% | 0.44% | 1.13% | Q4 2017 | Q3 2023 | 19 |
Perigon Wealth Management, LLC | 18 | 1 | 0.01% | 0.06% | 0.17% | Q3 2011 | Q3 2023 | 19 |
Financial Management Professionals, Inc. | 11 | 8 | 0.00% | 0.68% | 4.65% | Q1 2018 | Q3 2023 | 19 |
Jackson Wealth Management, LLC | 19 | 19 | 0.04% | 5.99% | 17.92% | Q4 2018 | Q2 2023 | 19 |
Main Management LLC | 15 | 1 | 0.15% | 1.92% | 5.49% | Q4 2017 | Q3 2023 | 19 |
Lido Advisors, LLC | 19 | 19 | 0.01% | 0.10% | 0.46% | Q1 2019 | Q3 2023 | 19 |
Elm Partners Management LLC | 16 | 3 | 0.81% | 10.02% | 28.23% | Q4 2018 | Q3 2023 | 19 |
Baystate Wealth Management LLC | 19 | 19 | 0.02% | 0.85% | 3.28% | Q1 2019 | Q3 2023 | 19 |
Cetera Advisors LLC | 19 | 19 | 0.01% | 0.21% | 0.58% | Q1 2019 | Q3 2023 | 19 |
IndexIQ Advisors LLC | 18 | 18 | 0.36% | 2.17% | 5.21% | Q4 2017 | Q1 2022 | 18 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16 | 1 | 0.07% | 1.20% | 6.89% | Q2 2018 | Q3 2023 | 18 |
Hudock, Inc. | 18 | 18 | 0.00% | 1.72% | 6.05% | Q2 2018 | Q3 2022 | 18 |
SPROTT INC. | 18 | 18 | 0.12% | 1.78% | 12.67% | Q2 2019 | Q3 2023 | 18 |
Avior Wealth Management, LLC | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Gradient Investments LLC | 18 | 18 | 0.00% | 0.81% | 9.52% | Q2 2019 | Q3 2023 | 18 |
TOWNSQUARE CAPITAL LLC | 13 | 5 | 0.01% | 0.23% | 1.69% | Q4 2018 | Q3 2023 | 18 |
BRASADA CAPITAL MANAGEMENT, LP | 11 | 7 | 0.12% | 7.14% | 11.38% | Q1 2018 | Q3 2023 | 18 |
St. James Investment Company, LLC | 13 | 5 | 3.24% | 9.50% | 20.69% | Q3 2018 | Q3 2023 | 18 |
MARSHFIELD ASSOCIATES | 18 | 18 | 0.04% | 0.10% | 0.18% | Q2 2019 | Q3 2023 | 18 |
Intellectus Partners, LLC | 18 | 18 | 0.00% | 0.43% | 0.90% | Q2 2019 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.00% | 0.06% | 0.29% | Q2 2019 | Q3 2023 | 18 |
GUARDIAN CAPITAL ADVISORS LP | 18 | 18 | 0.07% | 0.15% | 0.25% | Q2 2019 | Q3 2023 | 18 |
Barber Financial Group, Inc. | 18 | 18 | 0.16% | 2.98% | 24.91% | Q4 2018 | Q1 2023 | 18 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.15% | 0.46% | 0.93% | Q4 2018 | Q1 2023 | 18 |
FIFTH THIRD BANCORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
OneDigital Investment Advisors LLC | 7 | 3 | 0.01% | 0.06% | 0.23% | Q4 2017 | Q3 2023 | 17 |
Betterment LLC | 11 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 17 |
SFMG, LLC | 14 | 3 | 0.04% | 0.37% | 4.13% | Q4 2017 | Q1 2022 | 17 |
AE Wealth Management LLC | 16 | 1 | 0.01% | 0.83% | 4.10% | Q1 2019 | Q3 2023 | 17 |
Pathway Financial Advisors LLC | 9 | 8 | 0.34% | 2.77% | 7.74% | Q1 2019 | Q3 2023 | 17 |
SVB WEALTH LLC | 17 | 17 | 0.03% | 2.85% | 18.63% | Q3 2019 | Q3 2023 | 17 |
RIVERSEDGE ADVISORS, LLC | 17 | 17 | 0.11% | 0.33% | 1.18% | Q2 2019 | Q2 2023 | 17 |
Wealthcare Advisory Partners LLC | 17 | 17 | 0.02% | 0.29% | 1.58% | Q3 2019 | Q3 2023 | 17 |
CX Institutional | 14 | 3 | 0.01% | 0.25% | 0.79% | Q4 2018 | Q3 2023 | 17 |
Acorns Advisers, LLC | 17 | 17 | 0.54% | 0.81% | 1.48% | Q3 2019 | Q3 2023 | 17 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 17 |
Patten Group, Inc. | 15 | 2 | 0.06% | 0.14% | 0.28% | Q2 2019 | Q3 2023 | 17 |
PRIVATE TRUST CO NA | 17 | 17 | 0.04% | 0.22% | 0.50% | Q3 2019 | Q3 2023 | 17 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 17 | 17 | 0.25% | 1.13% | 3.30% | Q3 2019 | Q3 2023 | 17 |
Stratos Wealth Partners, LTD. | 15 | 1 | 0.00% | 0.21% | 1.92% | Q1 2018 | Q3 2023 | 17 |
SHEPHERD KAPLAN KROCHUK, LLC | 16 | 1 | 0.18% | 0.34% | 0.92% | Q1 2018 | Q2 2022 | 17 |
Sowell Financial Services LLC | 10 | 2 | 0.03% | 0.27% | 0.67% | Q4 2018 | Q3 2023 | 17 |
Janney Capital Management LLC | 17 | 17 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Clean Yield Group | 10 | 7 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 17 |
SIGNATUREFD, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
LEVEL FOUR ADVISORY SERVICES, LLC | 16 | 16 | 0.03% | 0.08% | 0.19% | Q4 2019 | Q3 2023 | 16 |
GOFEN & GLOSSBERG LLC /IL/ | 16 | 16 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q4 2022 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.04% | 0.16% | 0.38% | Q4 2019 | Q3 2023 | 16 |
WEDBUSH SECURITIES INC | 16 | 16 | 0.03% | 2.35% | 10.79% | Q4 2019 | Q3 2023 | 16 |
GeoWealth Management, LLC | 11 | 5 | 0.01% | 5.94% | 20.89% | Q2 2019 | Q3 2023 | 16 |
Good Life Advisors, LLC | 9 | 7 | 0.07% | 0.36% | 1.07% | Q2 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.26% | 1.10% | 2.80% | Q4 2019 | Q3 2023 | 16 |
Roundview Capital LLC | 16 | 16 | 0.08% | 0.74% | 0.99% | Q4 2019 | Q3 2023 | 16 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 16 |
TWO SIGMA SECURITIES, LLC | 8 | 2 | 0.01% | 0.07% | 0.19% | Q1 2018 | Q3 2023 | 16 |
Janney Montgomery Scott LLC | 15 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 16 |
CERTUITY, LLC | 16 | 16 | 0.28% | 0.64% | 2.04% | Q4 2019 | Q3 2023 | 16 |
RMB Capital Management, LLC | 9 | 2 | 0.01% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.02% | 0.32% | 0.90% | Q4 2019 | Q3 2023 | 16 |
Financial Advocates Investment Management | 16 | 16 | 0.06% | 0.20% | 0.54% | Q4 2019 | Q3 2023 | 16 |
Proficio Capital Partners LLC | 15 | 1 | 0.13% | 1.52% | 8.03% | Q3 2019 | Q3 2023 | 16 |
FOUNDERS FINANCIAL SECURITIES LLC | 8 | 2 | 0.16% | 7.23% | 48.69% | Q2 2018 | Q3 2023 | 16 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.15% | 0.43% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.16% | 0.98% | 4.04% | Q4 2019 | Q3 2023 | 16 |
INSIGHT 2811, INC. | 16 | 16 | 0.88% | 4.47% | 12.45% | Q4 2019 | Q3 2023 | 16 |
Raub Brock Capital Management LP | 9 | 1 | 0.09% | 0.37% | 0.95% | Q2 2019 | Q3 2023 | 16 |
COLONY GROUP LLC | 15 | 15 | 0.02% | 0.11% | 0.34% | Q1 2020 | Q3 2023 | 15 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 15 | 15 | 0.06% | 0.25% | 1.03% | Q1 2020 | Q3 2023 | 15 |
BANK OF NOVA SCOTIA | 10 | 1 | 0.00% | 0.03% | 0.14% | Q3 2018 | Q3 2023 | 15 |
Cypress Capital, LLC | 9 | 1 | 0.09% | 12.90% | 23.29% | Q4 2018 | Q3 2023 | 15 |
KING LUTHER CAPITAL MANAGEMENT CORP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Smithfield Trust Co | 15 | 15 | 0.07% | 0.23% | 0.63% | Q1 2020 | Q3 2023 | 15 |
Almanack Investment Partners, LLC. | 13 | 2 | 0.02% | 1.27% | 6.66% | Q2 2018 | Q1 2023 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 4 | 0.00% | 0.18% | 1.26% | Q2 2018 | Q3 2023 | 15 |
Empirical Finance, LLC | 10 | 5 | 0.04% | 1.02% | 3.48% | Q1 2018 | Q3 2023 | 15 |
Bank of New York Mellon Corp | 8 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.33% | 1.02% | Q1 2020 | Q3 2023 | 15 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.01% | 0.07% | Q2 2018 | Q2 2023 | 15 |
Princeton Global Asset Management LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2022 | 15 |
Howard Capital Management Inc. | 15 | 15 | 0.03% | 5.41% | 32.77% | Q1 2020 | Q3 2023 | 15 |
Boston Standard Wealth Management, LLC | 10 | 5 | 0.17% | 0.57% | 2.40% | Q4 2019 | Q4 2023 | 15 |
Capital Asset Advisory Services LLC | 11 | 4 | 0.01% | 0.33% | 2.49% | Q4 2019 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.73% | 1.25% | 3.05% | Q1 2020 | Q3 2023 | 15 |
DONALDSON CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.03% | 0.05% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Kingsview Wealth Management, LLC | 10 | 5 | 0.01% | 0.11% | 0.44% | Q1 2019 | Q3 2023 | 15 |
HAP Trading, LLC | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2022 | 15 |
Foundations Investment Advisors, LLC | 15 | 15 | 0.01% | 1.00% | 4.88% | Q1 2020 | Q3 2023 | 15 |
Capital Wealth Planning, LLC | 10 | 1 | 0.02% | 1.14% | 6.00% | Q2 2019 | Q3 2023 | 15 |
Cassaday & Co Inc. | 14 | 1 | 0.04% | 0.60% | 1.37% | Q4 2014 | Q4 2021 | 15 |
ALTFEST L J & CO INC | 15 | 15 | 0.05% | 1.84% | 7.90% | Q1 2020 | Q3 2023 | 15 |
Deane Retirement Strategies, Inc. | 11 | 4 | 0.00% | 5.95% | 15.64% | Q1 2018 | Q3 2023 | 15 |
Acropolis Investment Management, LLC | 15 | 15 | 0.01% | 0.06% | 0.22% | Q2 2019 | Q4 2022 | 15 |
VISTA INVESTMENT MANAGEMENT | 8 | 7 | 0.31% | 1.36% | 1.96% | Q3 2018 | Q3 2023 | 15 |
Elmwood Wealth Management, Inc. | 8 | 2 | 0.11% | 1.25% | 2.29% | Q2 2019 | Q3 2023 | 15 |
COMERICA BANK | 12 | 1 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q3 2023 | 15 |
Arkfeld Wealth Strategies, L.L.C. | 15 | 15 | 0.30% | 0.95% | 1.69% | Q1 2020 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Hummer Financial Advisory Services Inc | 13 | 2 | 0.39% | 0.76% | 1.60% | Q4 2019 | Q3 2023 | 15 |
Advisory Services Network, LLC | 7 | 1 | 0.00% | 0.66% | 1.75% | Q2 2019 | Q3 2023 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 14 |
Trek Financial, LLC | 11 | 3 | 0.29% | 5.32% | 11.66% | Q1 2020 | Q3 2023 | 14 |
EATON VANCE MANAGEMENT | 12 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 14 |
Strategic Investment Advisors / MI | 14 | 14 | 0.05% | 0.16% | 0.95% | Q2 2020 | Q3 2023 | 14 |
STERLING INVESTMENT MANAGEMENT, LLC | 9 | 5 | 0.21% | 6.99% | 19.38% | Q1 2018 | Q3 2023 | 14 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 14 | 14 | 0.03% | 0.17% | 0.36% | Q1 2019 | Q2 2022 | 14 |
Westside Investment Management, Inc. | 14 | 14 | 0.00% | 0.01% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Clear Harbor Asset Management, LLC | 14 | 14 | 0.03% | 0.52% | 1.45% | Q4 2019 | Q1 2023 | 14 |
First National Bank of South Miami | 14 | 14 | 0.17% | 0.62% | 1.05% | Q1 2020 | Q2 2023 | 14 |
Mirae Asset Global Investments Co., Ltd. | 7 | 2 | 0.01% | 0.04% | 0.12% | Q4 2017 | Q1 2023 | 14 |
PICTET ASSET MANAGEMENT LTD | 14 | 14 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q2 2021 | 14 |
55I, LLC | 14 | 14 | 0.03% | 2.69% | 11.58% | Q4 2018 | Q1 2022 | 14 |
Sigma Planning Corp | 8 | 6 | 0.02% | 0.12% | 0.38% | Q4 2018 | Q3 2023 | 14 |
KWMG, LLC | 14 | 14 | 0.05% | 1.03% | 1.65% | Q4 2017 | Q1 2021 | 14 |
WEALTHSOURCE PARTNERS, LLC | 9 | 5 | 0.03% | 0.16% | 0.41% | Q2 2018 | Q3 2023 | 14 |
Delta Investment Management, LLC | 11 | 3 | 0.13% | 5.70% | 23.32% | Q2 2019 | Q3 2023 | 14 |
NICOLET ADVISORY SERVICES, LLC | 10 | 4 | 0.03% | 0.10% | 0.19% | Q2 2019 | Q4 2022 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.02% | 0.13% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Q3 Asset Management | 6 | 1 | 0.10% | 8.49% | 33.48% | Q1 2018 | Q3 2023 | 14 |
Carroll Financial Associates, Inc. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2021 | 14 |
HBW ADVISORY SERVICES LLC | 13 | 1 | 0.00% | 0.39% | 1.03% | Q1 2020 | Q3 2023 | 14 |
Larson Financial Group LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Strategic Blueprint, LLC | 8 | 1 | 0.01% | 0.29% | 0.97% | Q3 2019 | Q3 2023 | 14 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 8 | 1 | 0.01% | 0.51% | 2.12% | Q4 2018 | Q3 2023 | 14 |
Sunbelt Securities, Inc. | 13 | 1 | 0.02% | 0.10% | 0.16% | Q1 2020 | Q3 2023 | 14 |
Aurora Investment Managers, LLC. | 12 | 1 | 0.16% | 5.06% | 21.19% | Q1 2020 | Q2 2023 | 13 |
LEUTHOLD GROUP, LLC | 11 | 2 | 0.16% | 0.54% | 1.16% | Q4 2017 | Q3 2023 | 13 |
TORONTO DOMINION BANK | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 13 |
Simplicity Solutions, LLC | 7 | 1 | 0.01% | 0.34% | 0.72% | Q4 2019 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
GFI Investment Counsel Ltd. | 13 | 13 | 0.06% | 0.34% | 1.16% | Q3 2020 | Q3 2023 | 13 |
Cedar Brook Financial Partners, LLC | 8 | 1 | 0.06% | 0.24% | 0.47% | Q4 2018 | Q3 2023 | 13 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.08% | 1.19% | 4.53% | Q3 2018 | Q2 2023 | 13 |
Snowden Capital Advisors LLC | 8 | 2 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 13 |
Cetera Investment Advisers | 12 | 1 | 0.04% | 0.33% | 1.01% | Q1 2018 | Q3 2023 | 13 |
Blueprint Investment Partners LLC | 11 | 2 | 0.18% | 7.95% | 29.17% | Q4 2019 | Q3 2023 | 13 |
Mutual Advisors, LLC | 11 | 1 | 0.02% | 0.35% | 1.35% | Q3 2018 | Q3 2023 | 13 |
Traverso Chambers Private Wealth Management, LLC | 13 | 13 | 0.09% | 0.56% | 0.99% | Q3 2020 | Q3 2023 | 13 |
THOMPSON SIEGEL & WALMSLEY LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Occidental Asset Management, LLC | 13 | 13 | 0.08% | 2.51% | 5.92% | Q4 2018 | Q4 2021 | 13 |
Aspire Private Capital, LLC | 11 | 1 | 0.00% | 1.40% | 3.76% | Q1 2019 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.14% | 0.66% | Q3 2020 | Q3 2023 | 13 |
Quadrant Private Wealth Management, LLC | 13 | 13 | 0.66% | 1.73% | 4.16% | Q4 2018 | Q4 2021 | 13 |
HOWARD FINANCIAL SERVICES, LTD. | 7 | 6 | 0.26% | 0.76% | 1.56% | Q2 2019 | Q3 2023 | 13 |
Dynamic Advisor Solutions LLC | 6 | 2 | 0.02% | 0.87% | 2.48% | Q3 2018 | Q3 2023 | 13 |
Paulson Wealth Management Inc. | 9 | 4 | 0.45% | 1.65% | 3.25% | Q3 2018 | Q3 2023 | 13 |
WT Wealth Management | 13 | 13 | 0.11% | 0.88% | 4.63% | Q3 2020 | Q3 2023 | 13 |
Stelac Advisory Services LLC | 10 | 3 | 0.10% | 0.26% | 1.58% | Q2 2020 | Q3 2023 | 13 |
WBI INVESTMENTS, LLC | 10 | 1 | 0.02% | 1.72% | 4.11% | Q2 2019 | Q3 2023 | 13 |
Pinnacle Bancorp, Inc. | 9 | 4 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 13 |
Stratos Wealth Advisors, LLC | 7 | 6 | 0.00% | 0.07% | 0.23% | Q1 2020 | Q3 2023 | 13 |
MGO ONE SEVEN LLC | 7 | 6 | 0.08% | 0.57% | 1.49% | Q2 2019 | Q3 2023 | 13 |
Anchor Investment Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 13 |
Altavista Wealth Management, Inc. | 13 | 13 | 0.07% | 1.86% | 4.59% | Q2 2018 | Q2 2021 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Bison Wealth, LLC | 8 | 2 | 0.01% | 0.11% | 1.03% | Q4 2019 | Q3 2023 | 12 |
Visionary Wealth Advisors | 7 | 2 | 0.04% | 0.26% | 0.77% | Q2 2020 | Q3 2023 | 12 |
VALLEY NATIONAL ADVISERS INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MJP ASSOCIATES INC /ADV | 12 | 12 | 0.06% | 0.27% | 0.56% | Q4 2020 | Q3 2023 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 0.27% | 0.57% | 1.52% | Q4 2020 | Q3 2023 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 0.15% | 0.26% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Pacifica Partners Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 12 |
Sheaff Brock Investment Advisors, LLC | 6 | 6 | 0.02% | 0.09% | 0.13% | Q3 2019 | Q3 2023 | 12 |
Lesa Sroufe & Co | 12 | 12 | 0.80% | 2.76% | 4.71% | Q2 2018 | Q1 2021 | 12 |
Arlington Partners LLC | 6 | 6 | 0.44% | 8.78% | 20.61% | Q3 2018 | Q3 2023 | 12 |
Prime Capital Investment Advisors, LLC | 4 | 1 | 0.01% | 0.16% | 0.70% | Q4 2018 | Q3 2023 | 12 |
Clarity Financial LLC | 12 | 12 | 0.24% | 6.99% | 23.54% | Q4 2020 | Q3 2023 | 12 |
BOSTON FINANCIAL MANGEMENT LLC | 9 | 3 | 0.03% | 0.13% | 0.99% | Q4 2019 | Q3 2023 | 12 |
Horizon Investments, LLC | 8 | 2 | 0.02% | 12.25% | 47.04% | Q2 2019 | Q3 2023 | 12 |
Rehmann Capital Advisory Group | 7 | 2 | 0.02% | 0.05% | 0.19% | Q4 2017 | Q3 2022 | 12 |
First Allied Advisory Services, Inc. | 12 | 12 | 0.02% | 0.17% | 0.76% | Q4 2017 | Q3 2020 | 12 |
Advocacy Wealth Management Services, LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2022 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.28% | 0.36% | 0.61% | Q4 2020 | Q3 2023 | 12 |
NOTTINGHAM ADVISORS, INC. | 9 | 3 | 0.03% | 1.06% | 2.66% | Q1 2019 | Q4 2022 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.06% | 0.51% | 3.50% | Q4 2018 | Q3 2021 | 12 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 10 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q2 2023 | 12 |
Invst, LLC | 8 | 1 | 0.83% | 4.20% | 13.50% | Q1 2018 | Q3 2023 | 12 |
Argyle Capital Management Inc. | 9 | 3 | 0.07% | 0.13% | 0.27% | Q2 2019 | Q3 2022 | 12 |
WEBSTER BANK, N. A. | 12 | 12 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q3 2023 | 12 |
PRUDENTIAL FINANCIAL INC | 9 | 3 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.20% | 0.29% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Cresset Asset Management, LLC | 8 | 4 | 0.01% | 0.04% | 0.18% | Q2 2020 | Q3 2023 | 12 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 12 | 12 | 0.62% | 1.18% | 2.03% | Q1 2020 | Q4 2022 | 12 |
Eudaimonia Partners, LLC | 6 | 6 | 0.03% | 0.91% | 3.30% | Q4 2019 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 12 | 12 | 0.09% | 0.40% | 1.58% | Q1 2019 | Q4 2021 | 12 |
SYNOVUS FINANCIAL CORP | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 12 |
US FINANCIAL ADVISORS, LLC | 12 | 12 | 0.08% | 1.04% | 5.42% | Q4 2020 | Q3 2023 | 12 |
HighMark Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Virtu Financial LLC | 6 | 1 | 0.02% | 0.12% | 0.46% | Q4 2017 | Q2 2021 | 11 |
CAMBRIDGE TRUST CO | 11 | 11 | 0.02% | 0.11% | 0.29% | Q1 2021 | Q3 2023 | 11 |
WealthOne, LLC | 5 | 1 | 0.15% | 0.35% | 0.55% | Q4 2018 | Q1 2023 | 11 |
B. Riley Wealth Advisors, Inc. | 7 | 1 | 0.02% | 0.38% | 1.06% | Q4 2018 | Q3 2023 | 11 |
American Investment Services, Inc. | 11 | 11 | 0.06% | 0.12% | 0.27% | Q4 2019 | Q2 2022 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 1.55% | 2.64% | 4.86% | Q1 2021 | Q3 2023 | 11 |
Squar Milner Financial Services LLC | 11 | 11 | 0.58% | 3.68% | 11.07% | Q4 2017 | Q2 2020 | 11 |
FinTrust Capital Advisors, LLC | 6 | 5 | 0.02% | 0.08% | 0.18% | Q2 2020 | Q3 2023 | 11 |
Vontobel Holding Ltd. | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
AGF INVESTMENTS INC. | 8 | 3 | 0.01% | 0.87% | 2.20% | Q4 2017 | Q3 2022 | 11 |
IPG Investment Advisors LLC | 11 | 11 | 0.19% | 1.26% | 2.62% | Q1 2021 | Q3 2023 | 11 |
Vestmark Advisory Solutions, Inc. | 8 | 3 | 0.03% | 0.07% | 0.10% | Q1 2020 | Q2 2023 | 11 |
Keystone Financial Group | 11 | 11 | 0.08% | 0.23% | 0.56% | Q2 2019 | Q4 2021 | 11 |
Pinnacle Wealth Planning Services, Inc. | 11 | 11 | 0.08% | 0.45% | 0.90% | Q2 2018 | Q4 2020 | 11 |
Teamwork Financial Advisors, LLC | 6 | 1 | 0.05% | 1.42% | 6.23% | Q2 2020 | Q3 2023 | 11 |
Astor Investment Management LLC | 5 | 3 | 0.00% | 5.31% | 13.75% | Q1 2019 | Q3 2023 | 11 |
Orion Portfolio Solutions, LLC | 7 | 4 | 0.06% | 0.22% | 0.54% | Q4 2019 | Q3 2023 | 11 |
FRANKLIN RESOURCES INC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 11 |
Crescent Grove Advisors, LLC | 11 | 11 | 0.06% | 0.22% | 0.54% | Q1 2021 | Q3 2023 | 11 |
FIDUCIARY TRUST CO | 9 | 2 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q2 2023 | 11 |
Synergy Asset Management, LLC | 11 | 11 | 0.39% | 11.97% | 24.93% | Q1 2021 | Q3 2023 | 11 |
Landsberg, Bennett, & Dubbaneh LLC | 11 | 11 | 0.05% | 0.41% | 3.44% | Q1 2019 | Q3 2021 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 9 | 2 | 0.16% | 2.19% | 10.42% | Q3 2019 | Q3 2023 | 11 |
Asset Dedication, LLC | 6 | 1 | 0.00% | 0.12% | 0.69% | Q1 2018 | Q3 2023 | 11 |
MONETA GROUP INVESTMENT ADVISORS LLC | 10 | 1 | 0.00% | 0.05% | 0.22% | Q2 2018 | Q3 2023 | 11 |
RFG Advisory, LLC | 5 | 1 | 0.02% | 0.24% | 0.86% | Q3 2019 | Q3 2023 | 11 |
Oxbow Advisors, LLC | 11 | 11 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q4 2020 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.04% | 0.13% | 0.23% | Q4 2020 | Q2 2023 | 11 |
Integrated Wealth Concepts LLC | 7 | 4 | 0.01% | 0.13% | 0.26% | Q3 2019 | Q3 2023 | 11 |
Monument Capital Management | 5 | 2 | 0.28% | 4.87% | 22.59% | Q4 2018 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.85% | 1.87% | Q1 2021 | Q3 2023 | 11 |
SADOFF INVESTMENT MANAGEMENT LLC | 7 | 4 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 11 |
CREDIT SUISSE AG/ | 7 | 1 | 0.00% | 0.10% | 1.03% | Q2 2018 | Q3 2023 | 11 |
CWA Asset Management Group, LLC | 6 | 5 | 0.04% | 3.83% | 12.82% | Q4 2019 | Q3 2023 | 11 |
Hedeker Wealth, LLC | 5 | 2 | 0.26% | 1.40% | 3.46% | Q4 2018 | Q3 2023 | 11 |
HARBOR INVESTMENT ADVISORY, LLC | 5 | 3 | 0.00% | 0.01% | 0.13% | Q4 2019 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.66% | 2.21% | Q4 2020 | Q3 2023 | 11 |
BREWIN DOLPHIN LTD | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2020 | 11 |
Weaver Consulting Group | 7 | 4 | 0.00% | 0.14% | 0.41% | Q1 2019 | Q3 2023 | 11 |
Willow Creek Wealth Management Inc. | 9 | 2 | 0.21% | 1.48% | 2.87% | Q1 2018 | Q3 2023 | 11 |
CEERA INVESTMENTS, LLC | 11 | 11 | 0.23% | 1.48% | 2.85% | Q1 2021 | Q3 2023 | 11 |
Paradigm Financial Partners, LLC | 6 | 1 | 0.05% | 0.22% | 0.47% | Q1 2020 | Q1 2023 | 10 |
RDA Financial Network | 9 | 1 | 0.48% | 2.02% | 7.60% | Q1 2019 | Q3 2023 | 10 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.01% | 0.88% | 2.88% | Q2 2018 | Q3 2023 | 10 |
MACRO Consulting Group | 10 | 10 | 0.12% | 2.23% | 3.63% | Q4 2018 | Q1 2021 | 10 |
Allworth Financial LP | 5 | 1 | 0.00% | 0.82% | 4.08% | Q2 2018 | Q3 2023 | 10 |
Fieldpoint Private Securities, LLC | 7 | 3 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q2 2022 | 10 |
PagnatoKarp Partners LLC | 10 | 10 | 0.10% | 0.58% | 1.64% | Q4 2017 | Q1 2020 | 10 |
Granite Investment Advisors, LLC | 10 | 10 | 0.13% | 0.29% | 0.52% | Q2 2019 | Q3 2021 | 10 |
Friedenthal Financial | 6 | 1 | 0.19% | 1.27% | 4.35% | Q2 2018 | Q3 2023 | 10 |
FARMERS & MERCHANTS INVESTMENTS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Aptus Capital Advisors, LLC | 7 | 3 | 0.00% | 0.08% | 0.50% | Q3 2019 | Q3 2023 | 10 |
MANAGED ACCOUNT SERVICES INC | 9 | 1 | 0.09% | 0.85% | 3.82% | Q1 2019 | Q3 2021 | 10 |
Claro Advisors LLC | 9 | 1 | 0.02% | 0.12% | 0.23% | Q4 2018 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.06% | 0.17% | Q1 2021 | Q3 2023 | 10 |
McGuire Investment Group, LLC | 8 | 2 | 0.76% | 2.49% | 3.91% | Q3 2019 | Q3 2023 | 10 |
CIM, LLC | 10 | 10 | 0.05% | 0.31% | 0.86% | Q3 2020 | Q4 2022 | 10 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 10 | 10 | 0.01% | 0.15% | 0.76% | Q4 2017 | Q1 2020 | 10 |
Values First Advisors, Inc. | 5 | 1 | 0.00% | 0.42% | 1.22% | Q4 2019 | Q3 2023 | 10 |
AXA S.A. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 10 |
Brinker Capital Investments, LLC | 9 | 1 | 0.00% | 0.24% | 2.19% | Q4 2017 | Q4 2022 | 10 |
Vigilare Wealth Management | 5 | 5 | 0.15% | 9.21% | 26.58% | Q2 2020 | Q4 2023 | 10 |
Equitable Holdings, Inc. | 8 | 2 | 0.02% | 0.57% | 1.91% | Q1 2020 | Q3 2023 | 10 |
Stonebridge Capital Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Pure Financial Advisors, LLC | 8 | 1 | 0.01% | 0.13% | 0.70% | Q1 2020 | Q4 2023 | 10 |
FIRST MANHATTAN CO. LLC. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
MEITAV INVESTMENT HOUSE LTD | 5 | 5 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
MBL Wealth, LLC | 7 | 1 | 0.17% | 5.65% | 13.32% | Q4 2020 | Q3 2023 | 10 |
G&S Capital LLC | 7 | 3 | 0.36% | 2.60% | 8.92% | Q4 2018 | Q3 2023 | 10 |
Cumberland Partners Ltd | 6 | 1 | 0.02% | 0.32% | 1.57% | Q4 2019 | Q3 2023 | 10 |
Prospera Financial Services Inc | 4 | 1 | 0.00% | 0.20% | 0.44% | Q1 2018 | Q3 2023 | 10 |
PARK AVENUE SECURITIES LLC | 9 | 1 | 0.01% | 0.10% | 0.28% | Q1 2020 | Q3 2023 | 10 |
Unison Advisors LLC | 6 | 4 | 0.21% | 0.83% | 1.76% | Q1 2018 | Q3 2023 | 10 |
Private Advisory Group LLC | 6 | 1 | 0.06% | 1.49% | 2.83% | Q4 2017 | Q3 2023 | 10 |
DUBUQUE BANK & TRUST CO | 10 | 10 | 0.00% | 0.48% | 1.11% | Q1 2018 | Q2 2020 | 10 |
B. Riley Wealth Management, Inc. | 8 | 1 | 0.02% | 2.07% | 18.84% | Q4 2018 | Q2 2022 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.61% | 3.45% | Q4 2019 | Q3 2023 | 10 |
Parallel Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 10 |
Capital Analysts, LLC | 7 | 2 | 0.00% | 0.14% | 0.49% | Q1 2021 | Q3 2023 | 9 |
Financial & Tax Architects, LLC | 7 | 2 | 1.37% | 11.08% | 18.62% | Q1 2021 | Q3 2023 | 9 |
Perennial Investment Advisors, LLC | 5 | 4 | 0.11% | 0.59% | 2.09% | Q4 2019 | Q3 2023 | 9 |
Spectrum Asset Management, Inc. (NB/CA) | 9 | 9 | 0.48% | 1.41% | 2.36% | Q1 2018 | Q1 2020 | 9 |
Veery Capital, LLC | 7 | 2 | 0.10% | 0.25% | 0.46% | Q4 2020 | Q3 2023 | 9 |
Oldfather Financial Services, LLC | 9 | 9 | 0.10% | 0.11% | 0.13% | Q3 2021 | Q3 2023 | 9 |
INNEALTA CAPITAL, LLC | 7 | 2 | 0.20% | 7.20% | 20.80% | Q4 2019 | Q3 2022 | 9 |
SCHARF INVESTMENTS, LLC | 5 | 4 | 0.39% | 1.85% | 4.04% | Q2 2019 | Q3 2023 | 9 |
First Ascent Asset Management, LLC | 9 | 9 | 0.05% | 0.08% | 0.11% | Q3 2021 | Q3 2023 | 9 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 9 | 9 | 0.05% | 0.16% | 0.38% | Q4 2017 | Q4 2019 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.55% | 1.30% | Q2 2021 | Q3 2023 | 9 |
White Lighthouse Investment Management Inc. | 9 | 9 | 0.06% | 0.16% | 0.46% | Q4 2019 | Q4 2021 | 9 |
Paragon Advisors, LLC | 9 | 9 | 6.30% | 14.83% | 21.73% | Q2 2020 | Q2 2022 | 9 |
Legacy Financial Advisors, Inc. | 9 | 9 | 1.01% | 1.25% | 1.80% | Q4 2017 | Q4 2019 | 9 |
Frontier Wealth Management LLC | 9 | 9 | 1.62% | 9.86% | 15.03% | Q2 2020 | Q2 2022 | 9 |
Palouse Capital Management, Inc. | 6 | 3 | 2.06% | 3.95% | 5.41% | Q3 2018 | Q3 2023 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 1 | 0.00% | 0.06% | 0.18% | Q1 2020 | Q3 2023 | 9 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.30% | 0.92% | Q3 2019 | Q3 2023 | 9 |
PFS INVESTMENTS INC. | 6 | 1 | 0.01% | 8.98% | 29.44% | Q3 2019 | Q2 2023 | 9 |
BerganKDV Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 9 |
Lionsbridge Wealth Management LLC | 7 | 2 | 0.00% | 12.66% | 34.87% | Q4 2019 | Q3 2023 | 9 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.06% | 0.29% | Q4 2020 | Q3 2023 | 9 |
Virtue Capital Management, LLC | 7 | 1 | 0.00% | 0.73% | 1.63% | Q1 2018 | Q3 2023 | 9 |
NWAM LLC | 9 | 9 | 0.03% | 0.04% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Savior LLC | 9 | 9 | 0.00% | 0.12% | 0.19% | Q4 2019 | Q4 2021 | 9 |
Accel Wealth Management | 9 | 9 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q1 2023 | 9 |
Dakota Wealth Management | 6 | 3 | 0.06% | 2.00% | 4.55% | Q3 2018 | Q3 2023 | 9 |
Spectrum Planning & Advisory Services Inc. | 9 | 9 | 3.04% | 6.33% | 8.22% | Q4 2020 | Q4 2022 | 9 |
McElhenny Sheffield Capital Management, LLC | 9 | 9 | 0.27% | 2.49% | 10.66% | Q3 2021 | Q3 2023 | 9 |
Valtinson Bruner Financial Planning LLC | 8 | 1 | 0.35% | 9.55% | 37.08% | Q4 2018 | Q3 2022 | 9 |
Advisor Group, Inc. | 9 | 9 | 0.01% | 0.04% | 0.29% | Q4 2017 | Q4 2019 | 9 |
Salvus Wealth Management, LLC | 5 | 4 | 0.39% | 0.71% | 1.09% | Q4 2020 | Q3 2023 | 9 |
PIERSHALE FINANCIAL GROUP, INC. | 6 | 1 | 13.65% | 72.16% | 97.26% | Q1 2018 | Q2 2023 | 9 |
Forward Management, LLC | 6 | 3 | 13.98% | 41.98% | 70.38% | Q1 2019 | Q3 2022 | 9 |
CALTON & ASSOCIATES, INC. | 6 | 3 | 0.15% | 0.82% | 2.05% | Q4 2020 | Q2 2023 | 9 |
FURE FINANCIAL CORP | 6 | 3 | 0.09% | 5.60% | 19.98% | Q4 2019 | Q3 2022 | 9 |
Knowledge Leaders Capital, LLC | 5 | 1 | 0.24% | 2.97% | 9.94% | Q3 2018 | Q2 2023 | 9 |
Fulcrum Equity Management | 5 | 4 | 0.16% | 1.74% | 4.59% | Q3 2020 | Q3 2023 | 9 |
COMERICA SECURITIES,INC. | 5 | 3 | 0.13% | 0.70% | 1.90% | Q3 2019 | Q3 2023 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.20% | 1.49% | 3.07% | Q4 2021 | Q3 2023 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 8 | 8 | 0.01% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
MCF Advisors LLC | 5 | 3 | 0.00% | 0.71% | 2.40% | Q1 2019 | Q3 2023 | 8 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 8 |
Clearstead Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.48% | 1.55% | 3.44% | Q4 2021 | Q3 2023 | 8 |
Navalign, LLC | 8 | 8 | 0.21% | 0.39% | 0.68% | Q1 2021 | Q4 2022 | 8 |
SNS Financial Group, LLC | 6 | 2 | 0.35% | 1.15% | 2.24% | Q2 2018 | Q2 2020 | 8 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 5 | 1 | 0.03% | 0.19% | 0.41% | Q4 2020 | Q3 2023 | 8 |
Lenox Wealth Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.08% | Q3 2018 | Q2 2020 | 8 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 2 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 8 |
YorkBridge Wealth Partners, LLC | 8 | 8 | 0.12% | 0.15% | 0.19% | Q4 2017 | Q3 2019 | 8 |
Mariner, LLC | 8 | 8 | 0.01% | 0.17% | 0.34% | Q4 2021 | Q3 2023 | 8 |
SlateStone Wealth, LLC | 8 | 8 | 0.11% | 0.29% | 0.71% | Q2 2020 | Q1 2022 | 8 |
EQUITY INVESTMENT CORP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2019 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.35% | 1.10% | Q1 2022 | Q4 2023 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 0.18% | 0.41% | 1.04% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.57% | 2.32% | Q4 2021 | Q3 2023 | 8 |
IronBridge Private Wealth, LLC | 7 | 1 | 2.42% | 15.29% | 27.10% | Q1 2021 | Q3 2023 | 8 |
SUNTRUST BANKS INC | 8 | 8 | 0.02% | 0.04% | 0.04% | Q4 2017 | Q3 2019 | 8 |
Flagship Private Wealth, LLC | 6 | 2 | 0.06% | 0.52% | 0.92% | Q1 2021 | Q2 2023 | 8 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5 | 1 | 0.01% | 7.81% | 21.74% | Q4 2018 | Q1 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 1.11% | 2.84% | 5.58% | Q4 2021 | Q3 2023 | 8 |
SeaCrest Wealth Management, LLC | 6 | 2 | 0.00% | 0.03% | 0.12% | Q4 2017 | Q4 2019 | 8 |
PROVENCE WEALTH MANAGEMENT GROUP | 8 | 8 | 0.32% | 0.63% | 0.88% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Private Portfolio Partners LLC | 5 | 1 | 0.09% | 0.89% | 2.35% | Q4 2019 | Q3 2023 | 8 |
Dorsey & Whitney Trust CO LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q4 2021 | 8 |
RPG Investment Advisory, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2021 | 8 |
CEDAR CAPITAL, LLC | 8 | 8 | 0.11% | 1.43% | 2.28% | Q4 2019 | Q3 2021 | 8 |
GW HENSSLER & ASSOCIATES LTD | 8 | 8 | 0.30% | 1.03% | 1.30% | Q2 2018 | Q1 2020 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.41% | 0.52% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Frontier Asset Management, LLC | 8 | 8 | 0.15% | 0.29% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Arcus Capital Partners, LLC | 8 | 8 | 0.14% | 0.22% | 0.31% | Q1 2018 | Q4 2019 | 8 |
Advisory Alpha, LLC | 7 | 1 | 0.02% | 0.09% | 0.24% | Q1 2021 | Q3 2023 | 8 |
First International Bank & Trust | 8 | 8 | 2.20% | 4.22% | 7.54% | Q4 2021 | Q3 2023 | 8 |
Key FInancial Inc | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Tevis Investment Management | 8 | 8 | 0.02% | 1.87% | 3.49% | Q4 2021 | Q3 2023 | 8 |
Wealthfront Advisers LLC | 8 | 8 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
HUNTINGTON NATIONAL BANK | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 8 |
HEADINVEST, LLC | 4 | 1 | 0.04% | 0.16% | 0.35% | Q3 2018 | Q3 2023 | 8 |
Clarius Group, LLC | 5 | 3 | 0.02% | 0.27% | 1.02% | Q4 2019 | Q3 2023 | 8 |
Parkside Financial Bank & Trust | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.15% | 0.77% | Q4 2019 | Q2 2023 | 8 |
CONGRESS ASSET MANAGEMENT CO /MA | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 8 |
BB&T SECURITIES, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2019 | 8 |
TLWM | 6 | 2 | 0.17% | 6.41% | 21.00% | Q4 2019 | Q3 2023 | 8 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 1 | 0.02% | 0.31% | 0.72% | Q1 2021 | Q3 2023 | 8 |
VIRIDIAN RIA, LLC | 8 | 8 | 1.24% | 1.62% | 1.96% | Q4 2018 | Q3 2020 | 8 |
Merit Financial Group, LLC | 4 | 1 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.03% | 0.08% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.18% | 1.90% | 5.16% | Q4 2021 | Q3 2023 | 8 |
AGF Investments LLC | 5 | 3 | 0.00% | 3.09% | 10.68% | Q1 2020 | Q3 2022 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 8 |
Laurel Wealth Advisors, Inc. | 8 | 8 | 0.02% | 0.14% | 0.34% | Q2 2020 | Q1 2022 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.69% | 1.28% | 2.34% | Q4 2021 | Q3 2023 | 8 |
Community Bank, N.A. | 7 | 7 | 0.00% | 0.44% | 0.81% | Q4 2018 | Q2 2020 | 7 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 7 |
Sage Mountain Advisors LLC | 5 | 2 | 0.00% | 0.39% | 1.27% | Q3 2021 | Q3 2023 | 7 |
WIN ADVISORS, INC | 7 | 7 | 0.00% | 38.29% | 83.32% | Q1 2022 | Q3 2023 | 7 |
Moors & Cabot, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 7 |
AlphaStar Capital Management, LLC | 4 | 3 | 0.07% | 0.44% | 1.40% | Q2 2018 | Q3 2023 | 7 |
Manning & Napier Group, LLC | 5 | 2 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q4 2019 | 7 |
NextCapital Advisers, Inc. | 7 | 7 | 0.14% | 0.49% | 0.68% | Q4 2019 | Q2 2021 | 7 |
Lloyd Advisory Services, LLC. | 4 | 1 | 0.06% | 4.34% | 15.51% | Q2 2020 | Q4 2022 | 7 |
New Harbor Financial Group, LLC | 7 | 7 | 0.12% | 1.72% | 4.13% | Q4 2020 | Q2 2022 | 7 |
J.W. COLE ADVISORS, INC. | 7 | 7 | 0.03% | 0.22% | 0.63% | Q1 2022 | Q3 2023 | 7 |
LexAurum Advisors, LLC | 5 | 2 | 0.32% | 0.86% | 2.37% | Q2 2019 | Q2 2023 | 7 |
Valmark Advisers, Inc. | 7 | 7 | 0.01% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
MBA Advisors LLC | 7 | 7 | 0.38% | 0.79% | 1.02% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.05% | 0.08% | 0.12% | Q2 2020 | Q4 2021 | 7 |
BOKF, NA | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 7 |
MEEDER ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.20% | 0.58% | Q4 2019 | Q3 2023 | 7 |
Optimal Asset Management, Inc. | 7 | 7 | 0.06% | 0.14% | 0.22% | Q1 2020 | Q3 2021 | 7 |
Walkner Condon Financial Advisors LLC | 7 | 7 | 0.21% | 0.32% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Allianz Asset Management GmbH | 5 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 7 |
Oxinas Partners Wealth Management LLC | 7 | 7 | 1.26% | 1.97% | 2.72% | Q1 2022 | Q3 2023 | 7 |
Independent Wealth Network Inc. | 7 | 7 | 0.61% | 1.24% | 1.70% | Q1 2022 | Q3 2023 | 7 |
TCWP LLC | 7 | 7 | 0.15% | 1.62% | 2.66% | Q4 2021 | Q2 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
STEPHENS INC /AR/ | 5 | 2 | 0.02% | 0.07% | 0.09% | Q2 2018 | Q3 2023 | 7 |
L. Roy Papp & Associates, LLP | 5 | 2 | 0.04% | 0.11% | 0.15% | Q2 2019 | Q3 2023 | 7 |
IHT Wealth Management, LLC | 5 | 1 | 0.01% | 0.09% | 0.29% | Q1 2018 | Q3 2023 | 7 |
Trexquant Investment LP | 3 | 2 | 0.01% | 0.06% | 0.17% | Q2 2020 | Q3 2023 | 7 |
Worth Asset Management, LLC | 7 | 7 | 1.70% | 7.90% | 14.57% | Q1 2022 | Q3 2023 | 7 |
Kopion Asset Management, LLC | 4 | 3 | 0.58% | 1.54% | 2.71% | Q1 2020 | Q4 2023 | 7 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.14% | 0.38% | 0.72% | Q4 2021 | Q3 2023 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.13% | 0.68% | 2.07% | Q1 2022 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
tru Independence LLC | 4 | 1 | 0.15% | 0.51% | 2.49% | Q2 2020 | Q2 2022 | 7 |
Copperwynd Financial, LLC | 7 | 7 | 1.96% | 11.17% | 52.85% | Q4 2018 | Q2 2020 | 7 |
FOCUS Wealth Advisors, LLC | 7 | 7 | 0.21% | 0.38% | 0.72% | Q4 2020 | Q2 2022 | 7 |
M&T BANK CORP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 7 |
Greenspring Advisors, LLC | 7 | 7 | 0.19% | 0.51% | 1.03% | Q1 2022 | Q3 2023 | 7 |
Welch Group, LLC | 6 | 1 | 0.02% | 0.14% | 0.27% | Q1 2020 | Q3 2023 | 7 |
UMB Bank, n.a. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Menard Financial Group LLC | 6 | 1 | 0.47% | 2.61% | 6.46% | Q1 2020 | Q2 2023 | 7 |
Defender Capital, LLC. | 7 | 7 | 0.23% | 0.41% | 0.69% | Q2 2020 | Q4 2021 | 7 |
Alamar Capital Management, LLC | 7 | 7 | 0.32% | 0.84% | 1.46% | Q1 2022 | Q3 2023 | 7 |
BROWN BROTHERS HARRIMAN & CO | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
SHUFRO ROSE & CO LLC | 4 | 3 | 0.02% | 0.46% | 1.11% | Q1 2021 | Q3 2023 | 7 |
SILVERHAWK ASSET MANAGEMENT, LLC | 7 | 7 | 0.36% | 0.42% | 0.57% | Q4 2021 | Q2 2023 | 7 |
Lumature Wealth Partners, LLC | 7 | 7 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q2 2022 | 7 |
Accurate Wealth Management, LLC | 7 | 7 | 0.10% | 1.16% | 3.43% | Q1 2022 | Q3 2023 | 7 |
Camarda Financial Advisors, LLC | 7 | 7 | 0.00% | 0.02% | 0.13% | Q4 2017 | Q2 2019 | 7 |
Kistler-Tiffany Companies, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Wellesley Investment Partners, LLC | 4 | 3 | 0.17% | 0.50% | 0.61% | Q4 2018 | Q3 2020 | 7 |
STALEY CAPITAL ADVISERS INC | 7 | 7 | 0.04% | 0.11% | 0.18% | Q4 2019 | Q2 2021 | 7 |
TD ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 7 |
ELM ADVISORS, LLC | 7 | 7 | 0.15% | 0.77% | 1.37% | Q3 2020 | Q1 2022 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.57% | 3.60% | 5.83% | Q1 2022 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.04% | 2.32% | 6.30% | Q1 2022 | Q3 2023 | 7 |
Johnson Midwest Financial, LLC | 7 | 7 | 0.07% | 0.28% | 0.60% | Q4 2020 | Q2 2022 | 7 |
Pflug Koory, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.00% | 0.17% | 0.30% | Q3 2020 | Q3 2023 | 7 |
Clear Creek Financial Management, LLC | 7 | 7 | 0.25% | 6.50% | 17.68% | Q1 2022 | Q3 2023 | 7 |
Trust Co | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.19% | 0.49% | 0.77% | Q1 2022 | Q3 2023 | 7 |
Miracle Mile Advisors, LLC | 7 | 7 | 0.01% | 0.21% | 0.54% | Q1 2022 | Q3 2023 | 7 |
CapWealth Advisors, LLC | 7 | 7 | 0.28% | 0.78% | 1.34% | Q1 2022 | Q3 2023 | 7 |
TPG Financial Advisors, LLC | 7 | 7 | 8.93% | 13.27% | 27.39% | Q4 2018 | Q2 2020 | 7 |
Colonial River Wealth Management, LLC | 7 | 7 | 0.21% | 0.67% | 1.81% | Q1 2022 | Q3 2023 | 7 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 7 | 7 | 0.03% | 0.12% | 0.16% | Q1 2018 | Q3 2019 | 7 |
Centennial Wealth Advisory LLC | 7 | 7 | 0.60% | 3.60% | 6.41% | Q1 2022 | Q3 2023 | 7 |
Lucia Wealth Services, LLC | 4 | 3 | 0.07% | 0.40% | 0.84% | Q4 2017 | Q3 2020 | 7 |
Salomon & Ludwin, LLC | 5 | 2 | 0.02% | 0.12% | 0.33% | Q1 2019 | Q3 2023 | 7 |
Executive Wealth Management, LLC | 4 | 2 | 0.03% | 0.42% | 1.23% | Q2 2020 | Q3 2023 | 6 |
RETIREMENT CAPITAL STRATEGIES | 6 | 6 | 0.27% | 8.32% | 17.32% | Q2 2022 | Q3 2023 | 6 |
Global Wealth Management Investment Advisory, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 6 |
Clark Capital Management Group, Inc. | 5 | 1 | 0.01% | 3.86% | 7.94% | Q4 2018 | Q1 2023 | 6 |
Private Capital Group, LLC | 3 | 1 | 0.01% | 0.02% | 0.08% | Q4 2018 | Q2 2022 | 6 |
SENTRY INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.15% | 0.78% | 1.31% | Q1 2019 | Q3 2022 | 6 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.02% | 0.08% | 0.16% | Q1 2021 | Q1 2023 | 6 |
Capital Advisory Group Advisory Services, LLC | 6 | 6 | 0.00% | 0.06% | 0.36% | Q3 2020 | Q4 2021 | 6 |
WESCAP Management Group, Inc. | 6 | 6 | 0.39% | 0.40% | 0.43% | Q2 2022 | Q3 2023 | 6 |
Kovack Advisors, Inc. | 4 | 2 | 0.06% | 0.13% | 0.18% | Q4 2019 | Q3 2023 | 6 |
Miller Investment Management, LP | 6 | 6 | 0.09% | 0.13% | 0.18% | Q2 2022 | Q3 2023 | 6 |
OLD DOMINION CAPITAL MANAGEMENT INC | 6 | 6 | 0.06% | 2.64% | 6.75% | Q2 2020 | Q3 2021 | 6 |
OPTIMUM INVESTMENT ADVISORS | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q2 2021 | 6 |
Triumph Capital Management | 6 | 6 | 2.50% | 3.40% | 4.66% | Q2 2022 | Q3 2023 | 6 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2022 | 6 |
Antonetti Capital Management LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 6 |
SFG Wealth Management, LLC. | 6 | 6 | 0.30% | 0.62% | 1.80% | Q2 2022 | Q3 2023 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.03% | 0.12% | 0.38% | Q4 2019 | Q3 2023 | 6 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2022 | 6 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 5 | 1 | 0.04% | 0.35% | 0.65% | Q1 2022 | Q3 2023 | 6 |
AMERICAN CENTURY COMPANIES INC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 6 |
Jaffetilchin Investment Partners, LLC | 6 | 6 | 0.02% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Spectrum Management Group, LLC | 6 | 6 | 0.01% | 2.20% | 13.16% | Q4 2018 | Q1 2020 | 6 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ancora Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 6 |
BT Wealth Management LLC | 6 | 6 | 1.94% | 3.32% | 4.77% | Q4 2018 | Q1 2020 | 6 |
360 Financial, Inc. | 6 | 6 | 0.38% | 0.51% | 0.72% | Q4 2019 | Q1 2021 | 6 |
Rosenberg Matthew Hamilton | 6 | 6 | 0.00% | 0.69% | 2.91% | Q2 2022 | Q3 2023 | 6 |
PRUDENT INVESTORS NETWORK, INC. | 6 | 6 | 0.14% | 0.34% | 0.79% | Q4 2019 | Q1 2021 | 6 |
Baron Financial Group, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 6 |
MONECO Advisors, LLC | 6 | 6 | 0.48% | 1.02% | 1.71% | Q2 2022 | Q3 2023 | 6 |
Telos Capital Management, Inc. | 5 | 1 | 0.12% | 0.73% | 1.43% | Q2 2019 | Q3 2023 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
SRS Capital Advisors, Inc. | 6 | 6 | 0.06% | 5.22% | 14.83% | Q2 2022 | Q3 2023 | 6 |
Stadion Money Management, LLC | 1 | 1 | 0.50% | 3.80% | 8.41% | Q1 2018 | Q3 2023 | 6 |
Private Wealth Group, LLC | 6 | 6 | 1.02% | 4.85% | 9.26% | Q2 2022 | Q3 2023 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 1 | 0.00% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 6 |
D.A. DAVIDSON & CO. | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 6 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 6 | 6 | 0.12% | 1.58% | 8.20% | Q4 2020 | Q1 2022 | 6 |
Advisor Resource Council | 3 | 1 | 0.05% | 0.29% | 0.87% | Q2 2021 | Q3 2023 | 6 |
GREATMARK INVESTMENT PARTNERS, INC. | 3 | 3 | 0.12% | 0.24% | 0.36% | Q2 2019 | Q4 2020 | 6 |
Atlantic Private Wealth, LLC | 6 | 6 | 0.07% | 0.37% | 0.50% | Q4 2021 | Q1 2023 | 6 |
NorthCrest Asset Manangement, LLC | 3 | 1 | 0.04% | 0.47% | 1.01% | Q4 2021 | Q3 2023 | 6 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.12% | 1.27% | 1.82% | Q1 2019 | Q3 2023 | 6 |
Hardman Johnston Global Advisors LLC | 4 | 2 | 0.03% | 0.21% | 0.43% | Q1 2022 | Q3 2023 | 6 |
CIDEL ASSET MANAGEMENT INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 6 |
Clearwater Capital Advisors, LLC | 6 | 6 | 0.08% | 2.27% | 4.19% | Q4 2018 | Q1 2020 | 6 |
MONTAG A & ASSOCIATES INC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 0.19% | 0.29% | 0.47% | Q4 2020 | Q1 2022 | 6 |
Laidlaw Wealth Management LLC | 6 | 6 | 0.09% | 0.25% | 0.46% | Q2 2022 | Q3 2023 | 6 |
Retireful, LLC | 6 | 6 | 4.73% | 46.51% | 78.68% | Q2 2022 | Q3 2023 | 6 |
TCG Advisors, LP | 6 | 6 | 0.02% | 0.31% | 1.00% | Q1 2019 | Q2 2020 | 6 |
Brio Consultants, LLC | 6 | 6 | 0.07% | 0.12% | 0.23% | Q4 2018 | Q1 2020 | 6 |
Global Trust Asset Management, LLC | 6 | 6 | 0.24% | 0.44% | 0.56% | Q4 2018 | Q1 2020 | 6 |
EVERGREEN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.11% | 0.44% | Q3 2019 | Q4 2020 | 6 |
EXCHANGE TRADED CONCEPTS, LLC | 6 | 6 | 0.01% | 0.22% | 0.62% | Q3 2022 | Q4 2023 | 6 |
Live Your Vision, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
CPR Investments Inc. | 6 | 6 | 8.74% | 10.76% | 15.18% | Q2 2022 | Q3 2023 | 6 |
IEQ CAPITAL, LLC | 6 | 6 | 0.09% | 0.16% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Ameritas Advisory Services, LLC | 5 | 1 | 0.01% | 0.43% | 1.27% | Q1 2022 | Q3 2023 | 6 |
Venture Visionary Partners LLC | 5 | 1 | 0.01% | 0.11% | 0.27% | Q4 2019 | Q2 2022 | 6 |
Family Management Corp | 6 | 6 | 3.32% | 4.24% | 7.09% | Q2 2022 | Q3 2023 | 6 |
Mosaic Family Wealth, LLC | 6 | 6 | 0.06% | 0.24% | 0.44% | Q4 2017 | Q1 2019 | 6 |
Insight Wealth Strategies, LLC | 5 | 1 | 0.07% | 1.82% | 3.76% | Q4 2018 | Q3 2023 | 6 |
Apollon Wealth Management, LLC | 6 | 6 | 0.02% | 0.95% | 3.65% | Q2 2022 | Q3 2023 | 6 |
Clearshares LLC | 6 | 6 | 0.46% | 0.48% | 0.55% | Q4 2017 | Q1 2019 | 6 |
EverSource Wealth Advisors, LLC | 4 | 2 | 0.11% | 0.89% | 1.81% | Q4 2021 | Q3 2023 | 6 |
Twelve Points Wealth Management LLC | 6 | 6 | 0.72% | 4.05% | 9.58% | Q2 2022 | Q3 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.14% | 0.25% | 0.52% | Q2 2022 | Q3 2023 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Morningstar Investment Services LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
NewSquare Capital LLC | 2 | 1 | 0.00% | 3.23% | 13.08% | Q2 2019 | Q2 2023 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.47% | 1.17% | Q4 2021 | Q3 2023 | 6 |
Transform Wealth, LLC | 5 | 1 | 0.06% | 0.70% | 0.98% | Q1 2020 | Q3 2023 | 6 |
FDx Advisors, Inc. | 3 | 1 | 0.01% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 6 |
LOWERY THOMAS, LLC | 6 | 6 | 3.71% | 8.90% | 12.29% | Q2 2022 | Q3 2023 | 6 |
VERUS CAPITAL PARTNERS, LLC | 4 | 2 | 0.04% | 0.11% | 0.33% | Q4 2019 | Q4 2022 | 6 |
Founders Financial Alliance, LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Financial Architects, Inc | 3 | 3 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q2 2023 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 6 |
Private Ocean, LLC | 5 | 1 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2022 | 6 |
Great Diamond Partners, LLC | 5 | 1 | 0.07% | 0.10% | 0.14% | Q1 2022 | Q3 2023 | 6 |
TECTONIC ADVISORS LLC | 5 | 1 | 0.19% | 1.82% | 3.62% | Q4 2020 | Q3 2023 | 6 |
Tidal Investments LLC | 4 | 2 | 0.05% | 0.30% | 0.92% | Q1 2020 | Q3 2023 | 6 |
Truadvice, LLC | 5 | 1 | 0.19% | 0.34% | 0.52% | Q4 2021 | Q2 2023 | 6 |
Sovereign Investment Advisors, LLC | 6 | 6 | 3.04% | 3.30% | 3.59% | Q2 2022 | Q3 2023 | 6 |
WealthShield Partners, LLC | 5 | 1 | 0.09% | 0.68% | 1.64% | Q4 2018 | Q3 2023 | 6 |
Onyx Bridge Wealth Group LLC | 5 | 1 | 0.06% | 0.17% | 0.27% | Q4 2021 | Q3 2023 | 6 |
HOHIMER WEALTH MANAGEMENT, LLC | 6 | 6 | 0.09% | 0.21% | 0.47% | Q1 2020 | Q2 2021 | 6 |
Sound Income Strategies, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 6 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 5 | 5 | 2.50% | 4.12% | 5.86% | Q1 2019 | Q1 2020 | 5 |
Clear Perspectives Financial Planning, LLC | 5 | 5 | 1.42% | 6.61% | 10.44% | Q1 2022 | Q1 2023 | 5 |
Intrua Financial, LLC | 3 | 2 | 0.14% | 0.35% | 0.54% | Q2 2020 | Q1 2023 | 5 |
Tranquility Partners, LLC | 5 | 5 | 0.13% | 0.14% | 0.15% | Q1 2022 | Q1 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 2.51% | 3.06% | 4.14% | Q3 2021 | Q3 2022 | 5 |
Greystone Financial Group, LLC | 3 | 2 | 0.72% | 1.58% | 2.69% | Q4 2020 | Q3 2023 | 5 |
ROVIN CAPITAL /UT/ /ADV | 5 | 5 | 1.25% | 4.40% | 12.20% | Q3 2022 | Q3 2023 | 5 |
Sullivan, Bruyette, Speros & Blaney, LLC | 5 | 5 | 0.03% | 0.04% | 0.08% | Q1 2020 | Q1 2021 | 5 |
J.Safra Asset Management Corp | 5 | 5 | 0.73% | 1.17% | 2.24% | Q3 2022 | Q3 2023 | 5 |
Ausdal Financial Partners, Inc. | 3 | 2 | 0.07% | 0.44% | 0.96% | Q4 2020 | Q3 2023 | 5 |
Faithward Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q1 2022 | Q2 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.14% | 0.28% | 0.47% | Q4 2021 | Q4 2022 | 5 |
BOENNING & SCATTERGOOD, INC. | 4 | 1 | 0.06% | 0.22% | 0.69% | Q1 2019 | Q2 2020 | 5 |
BDO Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 5 |
Johnson Financial Group, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 5 |
MARIPAU WEALTH MANAGEMENT LLC | 5 | 5 | 0.34% | 0.48% | 0.60% | Q3 2022 | Q3 2023 | 5 |
RIDGECREST WEALTH PARTNERS, LLC | 5 | 5 | 0.31% | 2.77% | 6.52% | Q1 2021 | Q1 2022 | 5 |
Stearns Financial Services Group | 5 | 5 | 0.00% | 0.03% | 0.08% | Q3 2019 | Q3 2020 | 5 |
PARSONS CAPITAL MANAGEMENT INC/RI | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Fernwood Investment Management, LLC | 5 | 5 | 0.16% | 0.43% | 0.67% | Q3 2022 | Q3 2023 | 5 |
TCI Wealth Advisors, Inc. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 5 |
Blume Capital Management, Inc. | 5 | 5 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q3 2020 | 5 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 2 | 0.06% | 0.14% | 0.42% | Q1 2022 | Q3 2023 | 5 |
Rede Wealth, LLC | 5 | 5 | 0.27% | 0.37% | 0.60% | Q3 2022 | Q3 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 2 | 0.48% | 0.73% | 0.87% | Q1 2019 | Q2 2020 | 5 |
Lowe Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.74% | 1.40% | Q4 2022 | Q4 2023 | 5 |
FWL INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.42% | 1.05% | 3.30% | Q3 2022 | Q3 2023 | 5 |
TELEMUS CAPITAL, LLC | 5 | 5 | 0.05% | 0.34% | 0.68% | Q3 2022 | Q3 2023 | 5 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 5 | 5 | 0.04% | 0.20% | 0.32% | Q3 2022 | Q3 2023 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NVWM, LLC | 4 | 1 | 0.01% | 0.21% | 0.28% | Q4 2018 | Q3 2023 | 5 |
SMI Advisory Services, LLC | 5 | 5 | 4.72% | 14.04% | 16.96% | Q1 2022 | Q1 2023 | 5 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2020 | 5 |
Stratos Investment Management, LLC | 5 | 5 | 0.95% | 1.84% | 2.50% | Q3 2022 | Q3 2023 | 5 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
Bay Harbor Wealth Management, LLC | 4 | 1 | 0.01% | 0.07% | 0.30% | Q2 2020 | Q3 2022 | 5 |
GenWealth Group, Inc. | 5 | 5 | 0.07% | 3.60% | 17.60% | Q1 2020 | Q1 2021 | 5 |
Morningstar Investment Management LLC | 5 | 5 | 6.34% | 8.03% | 10.05% | Q4 2018 | Q4 2019 | 5 |
RITHOLTZ WEALTH MANAGEMENT | 4 | 1 | 0.26% | 3.85% | 9.44% | Q4 2018 | Q3 2023 | 5 |
AlphaMark Advisors, LLC | 5 | 5 | 0.08% | 0.24% | 0.30% | Q3 2022 | Q3 2023 | 5 |
LAKE STREET PRIVATE WEALTH, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q4 2021 | 5 |
TL Private Wealth | 5 | 5 | 0.16% | 0.23% | 0.30% | Q4 2019 | Q4 2020 | 5 |
St. Louis Financial Planners Asset Management, LLC | 5 | 5 | 8.34% | 38.94% | 72.20% | Q4 2022 | Q4 2023 | 5 |
Neuberger Berman Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
All Terrain Financial Advisors, LLC | 3 | 2 | 0.07% | 0.10% | 0.15% | Q3 2019 | Q3 2023 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.33% | 0.50% | 0.70% | Q3 2022 | Q3 2023 | 5 |
Single Point Partners, LLC | 5 | 5 | 0.05% | 0.11% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Advisors Preferred, LLC | 5 | 5 | 1.07% | 1.37% | 1.51% | Q3 2022 | Q3 2023 | 5 |
Providence Capital Advisors, LLC | 3 | 2 | 0.00% | 0.08% | 0.17% | Q4 2020 | Q3 2023 | 5 |
WOLFF WIESE MAGANA LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Wealth Alliance Advisory Group, LLC | 4 | 1 | 0.29% | 1.58% | 4.85% | Q4 2017 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.03% | 0.14% | Q4 2018 | Q1 2021 | 5 |
GM Advisory Group, LLC | 5 | 5 | 0.67% | 3.06% | 8.11% | Q3 2022 | Q3 2023 | 5 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.38% | 1.71% | Q3 2020 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Outlook Wealth Advisors, LLC | 4 | 1 | 0.86% | 1.43% | 1.89% | Q2 2020 | Q3 2023 | 5 |
Atlantic Union Bankshares Corp | 4 | 1 | 0.08% | 1.65% | 5.57% | Q1 2019 | Q4 2020 | 5 |
Strategic Equity Management | 5 | 5 | 1.18% | 4.67% | 13.99% | Q3 2022 | Q3 2023 | 5 |
CAMDEN NATIONAL BANK | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Biltmore Capital Advisors LLC | 5 | 5 | 0.06% | 0.16% | 0.55% | Q4 2018 | Q4 2019 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.04% | 0.09% | 0.12% | Q1 2021 | Q3 2023 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 3.66% | 3.82% | 3.92% | Q3 2022 | Q3 2023 | 5 |
Randolph Co Inc | 3 | 2 | 0.78% | 1.89% | 3.22% | Q4 2019 | Q3 2023 | 5 |
Windsor Capital Management, LLC | 2 | 1 | 0.08% | 0.13% | 0.22% | Q3 2018 | Q1 2021 | 5 |
Main Management ETF Advisors, LLC | 3 | 2 | 0.47% | 4.31% | 6.83% | Q4 2017 | Q3 2023 | 5 |
EAGLE GLOBAL ADVISORS LLC | 5 | 5 | 0.16% | 0.25% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Lumbard & Kellner, LLC | 5 | 5 | 3.22% | 4.94% | 6.48% | Q3 2022 | Q3 2023 | 5 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 5 | 5 | 0.18% | 0.35% | 0.58% | Q2 2021 | Q2 2022 | 5 |
NORTHEAST INVESTMENT MANAGEMENT | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q1 2021 | 5 |
PFG Advisors | 5 | 5 | 0.64% | 0.77% | 0.93% | Q3 2022 | Q3 2023 | 5 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 9.77% | 22.47% | 31.42% | Q1 2022 | Q3 2023 | 5 |
Crabel Capital Management, LLC | 2 | 1 | 0.07% | 0.47% | 0.85% | Q4 2017 | Q3 2021 | 5 |
Marcum Wealth, LLC | 3 | 2 | 0.07% | 0.14% | 0.24% | Q4 2019 | Q3 2023 | 5 |
Tranquilli Financial Advisor LLC | 5 | 5 | 3.67% | 14.86% | 25.70% | Q1 2022 | Q1 2023 | 5 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Inscription Capital, LLC | 5 | 5 | 0.09% | 2.90% | 6.03% | Q3 2022 | Q3 2023 | 5 |
Visionary Asset Management, Inc. | 5 | 5 | 0.28% | 1.34% | 4.88% | Q4 2017 | Q4 2018 | 5 |
WealthTrust Asset Management, LLC | 5 | 5 | 6.96% | 9.92% | 13.93% | Q3 2022 | Q3 2023 | 5 |
UNITED BANK | 4 | 1 | 1.38% | 2.15% | 3.60% | Q2 2018 | Q3 2019 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q4 2023 | 5 |
AJ WEALTH STRATEGIES, LLC | 5 | 5 | 0.50% | 2.15% | 5.13% | Q2 2022 | Q2 2023 | 5 |
Lakewood Asset Management LLC | 4 | 4 | 8.27% | 9.27% | 10.09% | Q4 2022 | Q3 2023 | 4 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 3 | 1 | 0.65% | 1.26% | 1.92% | Q1 2022 | Q1 2023 | 4 |
Verdence Capital Advisors LLC | 4 | 4 | 1.00% | 1.05% | 1.08% | Q4 2022 | Q3 2023 | 4 |
GOULD ASSET MANAGEMENT LLC /CA/ | 3 | 1 | 0.12% | 0.20% | 0.31% | Q3 2019 | Q2 2022 | 4 |
DB Wealth Management Group, LLC | 4 | 4 | 0.52% | 0.56% | 0.60% | Q4 2022 | Q3 2023 | 4 |
BML Capital Management, LLC | 4 | 4 | 8.74% | 14.50% | 16.86% | Q4 2022 | Q3 2023 | 4 |
Eagle Strategies LLC | 4 | 4 | 0.37% | 0.39% | 0.41% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.08% | 0.53% | 1.75% | Q4 2022 | Q3 2023 | 4 |
CANTOR FITZGERALD, L. P. | 4 | 4 | 0.09% | 0.38% | 0.51% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.30% | 0.49% | 0.82% | Q4 2022 | Q3 2023 | 4 |
First Personal Financial Services | 3 | 1 | 0.00% | 0.23% | 0.34% | Q4 2018 | Q1 2023 | 4 |
Eldridge Investment Advisors, Inc. | 4 | 4 | 1.45% | 1.77% | 1.97% | Q4 2022 | Q3 2023 | 4 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q2 2019 | Q1 2020 | 4 |
Epic Trust Investment Advisors, LLC | 4 | 4 | 0.38% | 1.35% | 2.96% | Q1 2022 | Q4 2022 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 1 | 0.01% | 0.64% | 2.47% | Q4 2018 | Q1 2023 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 0.57% | 0.64% | 0.80% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.42% | 0.60% | 0.75% | Q4 2022 | Q3 2023 | 4 |
EUDAIMONIA ADVISORS LLC | 4 | 4 | 0.18% | 3.08% | 4.43% | Q2 2022 | Q1 2023 | 4 |
MMBG INVESTMENT ADVISORS CO. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Avidian Wealth Solutions, LLC | 4 | 4 | 0.06% | 0.26% | 0.48% | Q4 2022 | Q3 2023 | 4 |
CITY HOLDING CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Royal Fund Management, LLC | 2 | 1 | 0.00% | 0.06% | 0.19% | Q1 2018 | Q1 2020 | 4 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 2.40% | 3.42% | Q4 2022 | Q3 2023 | 4 |
EP Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.23% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Blue Trust, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TCG Advisory Services, LLC | 4 | 4 | 0.07% | 0.13% | 0.28% | Q4 2020 | Q3 2021 | 4 |
PATRON PARTNERS, LLC | 2 | 2 | 0.23% | 0.31% | 0.41% | Q4 2020 | Q3 2023 | 4 |
Night Owl Capital Management, LLC | 4 | 4 | 2.12% | 2.73% | 3.88% | Q4 2022 | Q3 2023 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.07% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 4 | 0.08% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
FIRST HAWAIIAN BANK | 4 | 4 | 0.03% | 0.16% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Delos Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.52% | 0.92% | Q4 2022 | Q3 2023 | 4 |
ORSER CAPITAL MANAGEMENT, LLC | 3 | 1 | 1.27% | 2.03% | 3.08% | Q3 2018 | Q1 2020 | 4 |
IFG Advisory, LLC | 3 | 1 | 0.02% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 4 |
SILVERLAKE WEALTH MANAGEMENT LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q3 2022 | Q2 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.12% | 0.17% | 0.23% | Q4 2022 | Q3 2023 | 4 |
McGinn Penninger Investment Management, Inc. | 4 | 4 | 1.58% | 1.70% | 1.77% | Q1 2021 | Q4 2021 | 4 |
First Heartland Consultants, Inc. | 2 | 2 | 0.05% | 0.69% | 2.21% | Q1 2020 | Q3 2023 | 4 |
First Command Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
12th Street Asset Management Company, LLC | 4 | 4 | 5.41% | 7.75% | 13.74% | Q4 2022 | Q3 2023 | 4 |
Personal Capital Advisors Corp | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q2 2022 | 4 |
IBERIABANK CORP | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q3 2019 | 4 |
M Holdings Securities, Inc. | 3 | 1 | 0.25% | 0.49% | 1.10% | Q4 2018 | Q1 2020 | 4 |
Cutler Group LLC / CA | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.34% | 0.42% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Julex Capital Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 4 | 4 | 0.76% | 0.91% | 1.11% | Q4 2022 | Q3 2023 | 4 |
Redhawk Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.22% | 0.38% | Q2 2019 | Q4 2020 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 2.22% | 5.67% | 7.71% | Q4 2022 | Q3 2023 | 4 |
Lineweaver Wealth Advisors, LLC | 4 | 4 | 0.08% | 0.11% | 0.13% | Q3 2022 | Q2 2023 | 4 |
Bogart Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
CABOT WEALTH MANAGEMENT INC | 3 | 1 | 0.04% | 0.43% | 0.77% | Q4 2019 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Fairfax Financial Holdings | 4 | 4 | 0.04% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Core Wealth Partners LLC | 4 | 4 | 3.04% | 3.52% | 4.20% | Q4 2022 | Q3 2023 | 4 |
Waycross Investment Management Co | 4 | 4 | 0.44% | 0.46% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Sugarloaf Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
New England Investment & Retirement Group, Inc. | 2 | 2 | 0.12% | 6.07% | 18.30% | Q4 2018 | Q2 2020 | 4 |
Financial Engines Advisors L.L.C. | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.15% | 0.23% | 0.38% | Q4 2022 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 0.04% | 0.24% | 0.65% | Q4 2020 | Q3 2021 | 4 |
EXANE DERIVATIVES | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q1 2022 | 4 |
Madrona Financial Services, LLC | 4 | 4 | 0.09% | 1.88% | 2.79% | Q4 2022 | Q3 2023 | 4 |
SkyView Investment Advisors, LLC | 4 | 4 | 0.52% | 0.77% | 1.11% | Q4 2022 | Q3 2023 | 4 |
Tillman Hartley LLC | 4 | 4 | 0.22% | 0.38% | 0.48% | Q4 2022 | Q3 2023 | 4 |
RWA WEALTH PARTNERS, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
WFA of San Diego, LLC | 4 | 4 | 0.02% | 0.36% | 0.55% | Q4 2022 | Q3 2023 | 4 |
OptiFour Integrated Wealth Management, LLC | 4 | 4 | 0.19% | 0.20% | 0.23% | Q1 2019 | Q4 2019 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.15% | 0.25% | Q4 2022 | Q4 2023 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 1.62% | 2.04% | 2.23% | Q4 2022 | Q3 2023 | 4 |
Biltmore Wealth Management, LLC | 4 | 4 | 0.20% | 3.37% | 6.16% | Q4 2022 | Q3 2023 | 4 |
Congress Wealth Management LLC / DE / | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.87% | 1.47% | 1.93% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 2.40% | 3.47% | 6.23% | Q4 2022 | Q3 2023 | 4 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q2 2022 | 4 |
WESTWOOD HOLDINGS GROUP INC | 4 | 4 | 0.51% | 0.65% | 0.82% | Q4 2022 | Q3 2023 | 4 |
KEATING INVESTMENT COUNSELORS INC | 4 | 4 | 1.52% | 1.67% | 1.86% | Q4 2022 | Q3 2023 | 4 |
Fort Point Capital Partners LLC | 4 | 4 | 2.46% | 5.10% | 7.61% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
BFSG, LLC | 4 | 4 | 0.09% | 2.11% | 3.21% | Q4 2018 | Q3 2019 | 4 |
CALIBER WEALTH MANAGEMENT, LLC | 4 | 4 | 0.57% | 1.09% | 2.35% | Q4 2022 | Q3 2023 | 4 |
IRON Financial LLC | 3 | 1 | 0.34% | 0.43% | 0.56% | Q4 2019 | Q1 2023 | 4 |
EVOKE WEALTH, LLC | 3 | 1 | 0.11% | 0.17% | 0.22% | Q3 2019 | Q3 2020 | 4 |
Beacon Pointe Wealth Advisors, LLC | 3 | 1 | 0.06% | 0.13% | 0.22% | Q4 2018 | Q4 2019 | 4 |
Beacon Capital Management, Inc. | 3 | 1 | 0.00% | 1.17% | 2.37% | Q2 2019 | Q3 2023 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 5.15% | 19.40% | 27.00% | Q3 2020 | Q3 2023 | 4 |
Diversified Portfolios, Inc. | 4 | 4 | 0.04% | 0.22% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Coyle Financial Counsel LLC | 4 | 4 | 1.28% | 1.60% | 2.39% | Q4 2022 | Q3 2023 | 4 |
Heritage Wealth Partners, LLC | 4 | 4 | 0.60% | 2.19% | 5.06% | Q4 2022 | Q3 2023 | 4 |
FIRST TRUST ADVISORS LP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 4 |
Concorde Asset Management, LLC | 2 | 1 | 0.24% | 0.37% | 0.47% | Q4 2018 | Q3 2023 | 4 |
ANGELES WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FSC Wealth Advisors, LLC | 4 | 4 | 17.38% | 24.73% | 31.89% | Q4 2022 | Q3 2023 | 4 |
AlphaCore Capital LLC | 2 | 2 | 0.20% | 0.40% | 0.64% | Q4 2019 | Q3 2023 | 4 |
Cairn Investment Group, Inc. | 4 | 4 | 2.71% | 4.67% | 7.22% | Q4 2019 | Q3 2020 | 4 |
First Command Financial Services, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Kohmann Bosshard Financial Services, LLC | 4 | 4 | 0.14% | 0.25% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Raab & Moskowitz Asset Management LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q1 2022 | Q4 2022 | 4 |
Clearstead Trust, LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Lake Hills Wealth Management, LLC | 4 | 4 | 1.53% | 14.00% | 26.30% | Q4 2022 | Q3 2023 | 4 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 1 | 0.42% | 0.67% | 0.89% | Q1 2020 | Q3 2022 | 4 |
RiverTree Advisors, LLC | 4 | 4 | 2.14% | 8.95% | 12.00% | Q4 2022 | Q3 2023 | 4 |
Leucadia National | 4 | 4 | 0.06% | 0.11% | 0.17% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.04% | 0.10% | Q4 2021 | Q4 2022 | 4 |
Smart Money Group LLC | 4 | 4 | 3.57% | 6.62% | 10.15% | Q4 2022 | Q3 2023 | 4 |
Anfield Capital Management, LLC | 3 | 1 | 0.41% | 1.11% | 2.10% | Q1 2020 | Q2 2023 | 4 |
Fortitude Advisory Group L.L.C. | 4 | 4 | 0.03% | 0.14% | 0.23% | Q4 2021 | Q3 2022 | 4 |
Center For Asset Management LLC | 4 | 4 | 0.27% | 0.36% | 0.56% | Q1 2022 | Q4 2022 | 4 |
RIA Advisory Group LLC | 4 | 4 | 6.56% | 18.91% | 29.74% | Q4 2022 | Q3 2023 | 4 |
Prosperity Financial Group, Inc. | 4 | 4 | 0.38% | 0.47% | 0.64% | Q4 2022 | Q3 2023 | 4 |
MANAGED ASSET PORTFOLIOS, LLC | 4 | 4 | 1.94% | 2.16% | 2.74% | Q4 2022 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.24% | 0.31% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.18% | 0.20% | 0.22% | Q3 2022 | Q3 2023 | 4 |
One Capital Management, LLC | 3 | 1 | 0.04% | 0.75% | 1.16% | Q1 2020 | Q3 2023 | 4 |
Balentine LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 4 | 4 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 1.01% | 1.40% | 1.68% | Q1 2023 | Q4 2023 | 4 |
Parker Financial LLC | 4 | 4 | 0.18% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Western Wealth Management, LLC | 3 | 1 | 0.02% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 4 |
Park Edge Advisors, LLC | 4 | 4 | 9.53% | 13.36% | 16.24% | Q4 2022 | Q3 2023 | 4 |
GREENWOOD CAPITAL ASSOCIATES LLC | 4 | 4 | 0.04% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.14% | 20.98% | 48.97% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.74% | 3.98% | 5.56% | Q4 2022 | Q3 2023 | 4 |
Bruderman Asset Management, LLC | 3 | 1 | 0.00% | 0.32% | 0.44% | Q1 2019 | Q3 2020 | 4 |
EASTERN BANK | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Covalis Capital LLP | 2 | 1 | 0.57% | 6.59% | 22.27% | Q2 2019 | Q1 2021 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 6.15% | 6.98% | 8.08% | Q4 2022 | Q3 2023 | 4 |
Hirtle Callaghan & Co LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
DBK Financial Counsel, LLC | 4 | 4 | 4.39% | 7.78% | 10.73% | Q4 2022 | Q3 2023 | 4 |
ROTHSCHILD INVESTMENT LLC /IL | 4 | 4 | 0.02% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
MILESTONE ASSET MANAGEMENT, LLC | 4 | 4 | 0.17% | 0.34% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Destination Wealth Management | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 4 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.64% | 2.13% | Q3 2020 | Q2 2021 | 4 |
Park Place Capital Corp | 4 | 4 | 2.76% | 3.32% | 4.30% | Q4 2022 | Q3 2023 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 3.61% | 9.66% | 18.99% | Q4 2022 | Q3 2023 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
GenTrust, LLC | 4 | 4 | 0.10% | 0.27% | 0.44% | Q4 2022 | Q3 2023 | 4 |
LifePro Asset Management | 4 | 4 | 0.52% | 1.81% | 3.13% | Q4 2022 | Q3 2023 | 4 |
Kingfisher Capital LLC | 4 | 4 | 2.09% | 2.74% | 4.36% | Q4 2022 | Q3 2023 | 4 |
Catalyst Capital Advisors LLC | 4 | 4 | 0.06% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Austin Private Wealth, LLC | 4 | 4 | 0.04% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
MOULTON WEALTH MANAGEMENT, INC | 3 | 1 | 3.33% | 7.97% | 19.94% | Q1 2020 | Q3 2023 | 4 |
TIEDEMANN ADVISORS, LLC | 4 | 4 | 0.01% | 0.50% | 1.01% | Q2 2018 | Q1 2019 | 4 |
Curi Wealth Management, LLC | 4 | 4 | 0.35% | 1.12% | 2.78% | Q4 2022 | Q3 2023 | 4 |
Krilogy Financial LLC | 4 | 4 | 0.19% | 0.27% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.29% | 0.70% | 0.95% | Q4 2022 | Q3 2023 | 4 |
BENJAMIN EDWARDS INC | 4 | 4 | 0.34% | 0.39% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Sandy Spring Bank | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 4 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 2.39% | 5.37% | 9.61% | Q4 2022 | Q3 2023 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.12% | 0.50% | 1.47% | Q3 2018 | Q2 2019 | 4 |
WEST MICHIGAN ADVISORS, LLC | 3 | 3 | 0.10% | 0.14% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Draper Asset Management, LLC | 3 | 3 | 0.46% | 0.51% | 0.59% | Q1 2023 | Q3 2023 | 3 |
UDINE WEALTH MANAGEMENT, INC. | 3 | 3 | 1.56% | 12.69% | 20.15% | Q1 2023 | Q3 2023 | 3 |
GFS Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q1 2022 | 3 |
HAYS ADVISORY LLC | 3 | 3 | 1.77% | 8.85% | 18.18% | Q1 2018 | Q3 2018 | 3 |
Sterling Manor Financial, LLC | 3 | 3 | 1.21% | 1.64% | 2.47% | Q1 2023 | Q3 2023 | 3 |
abrdn plc | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
FIRST MERCANTILE TRUST CO | 3 | 3 | 1.93% | 2.63% | 3.23% | Q2 2019 | Q4 2019 | 3 |
LFA - Lugano Financial Advisors SA | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Accretive Wealth Partners, LLC | 2 | 1 | 0.73% | 0.97% | 1.22% | Q2 2022 | Q2 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 3.12% | 3.54% | 3.86% | Q1 2023 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.04% | 0.10% | Q1 2023 | Q3 2023 | 3 |
BTC Capital Management, Inc. | 1 | 1 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q2 2023 | 3 |
Valeo Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2020 | 3 |
C2C Wealth Management, LLC | 3 | 3 | 0.04% | 0.06% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Intrepid Financial Planning Group LLC | 3 | 3 | 2.65% | 2.76% | 2.83% | Q1 2023 | Q3 2023 | 3 |
Second Half Financial Partners, LLC | 3 | 3 | 13.00% | 35.83% | 50.35% | Q1 2023 | Q3 2023 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Stratford Consulting, LLC | 2 | 1 | 0.06% | 0.26% | 0.62% | Q4 2018 | Q4 2019 | 3 |
Principle Wealth Partners LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 3 |
Investors Research Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Vishria Bird Financial Group, LLC | 3 | 3 | 2.22% | 3.24% | 4.40% | Q1 2023 | Q3 2023 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 2.31% | 2.69% | 2.91% | Q1 2023 | Q3 2023 | 3 |
Gotham Asset Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
MCIA Inc | 3 | 3 | 0.42% | 7.10% | 20.10% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Chanos & Co LP | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Eagle Bay Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Tradition Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Leelyn Smith, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
SPINNAKER TRUST | 3 | 3 | 1.46% | 1.57% | 1.64% | Q1 2023 | Q3 2023 | 3 |
Empowered Funds, LLC | 2 | 1 | 0.02% | 1.43% | 3.45% | Q3 2022 | Q3 2023 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.20% | 0.37% | 0.50% | Q1 2023 | Q3 2023 | 3 |
Trinity Wealth Management, LLC | 3 | 3 | 0.74% | 0.89% | 0.97% | Q1 2023 | Q3 2023 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Sterling Investment Counsel, LLC | 3 | 3 | 0.14% | 0.24% | 0.30% | Q1 2022 | Q3 2022 | 3 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 3 | 3 | 0.85% | 1.52% | 2.35% | Q1 2023 | Q3 2023 | 3 |
Archer Investment Corp | 3 | 3 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q2 2023 | 3 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.02% | 0.16% | 0.37% | Q3 2019 | Q3 2023 | 3 |
PACIFIC FINANCIAL GROUP INC | 3 | 3 | 7.79% | 11.32% | 14.27% | Q1 2022 | Q3 2022 | 3 |
Mayar Capital Ltd. | 3 | 3 | 0.18% | 0.92% | 2.13% | Q3 2021 | Q1 2022 | 3 |
Bay Rivers Group | 3 | 3 | 5.16% | 6.19% | 7.71% | Q4 2019 | Q2 2020 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.28% | 0.38% | 0.46% | Q1 2023 | Q3 2023 | 3 |
SSI INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.63% | 0.91% | 1.14% | Q1 2023 | Q3 2023 | 3 |
Sargent Investment Group, LLC | 3 | 3 | 1.39% | 1.52% | 1.72% | Q1 2023 | Q3 2023 | 3 |
Berkshire Money Management, Inc. | 3 | 3 | 2.03% | 2.48% | 2.75% | Q1 2023 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
M.D. Sass, Inc. | 3 | 3 | 0.12% | 0.17% | 0.20% | Q1 2023 | Q3 2023 | 3 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 0.31% | 1.09% | 2.62% | Q1 2023 | Q3 2023 | 3 |
Roberts Wealth Advisors, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q1 2022 | 3 |
Versant Capital Management, Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2023 | 3 |
Donoghue Forlines LLC | 3 | 3 | 1.13% | 10.96% | 28.88% | Q3 2019 | Q1 2020 | 3 |
Covenant Partners, LLC | 3 | 3 | 0.29% | 0.52% | 0.65% | Q1 2022 | Q3 2022 | 3 |
Institute for Wealth Management, LLC. | 2 | 1 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 3 |
Dean, Jacobson Financial Services, LLC | 3 | 3 | 18.22% | 31.47% | 38.91% | Q1 2023 | Q3 2023 | 3 |
ATLAS CAPITAL ADVISORS LLC | 3 | 3 | 0.04% | 0.05% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Santori & Peters, Inc. | 1 | 1 | 0.19% | 0.65% | 1.03% | Q4 2019 | Q2 2021 | 3 |
LINCOLN NATIONAL CORP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 3 |
Focused Wealth Management, Inc | 3 | 3 | 0.05% | 2.47% | 3.72% | Q1 2023 | Q3 2023 | 3 |
St. James Investment Advisors, LLC | 2 | 1 | 0.04% | 1.30% | 3.81% | Q4 2021 | Q4 2022 | 3 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 3 |
Alhambra Investment Management LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.39% | 1.18% | 2.68% | Q4 2022 | Q2 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Bryn Mawr Capital Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
HRT FINANCIAL LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JFS WEALTH ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 3 |
Asset Management Resources, LLC | 3 | 3 | 0.84% | 1.21% | 1.64% | Q3 2022 | Q1 2023 | 3 |
DAGCO, INC. | 3 | 3 | 0.13% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
PALLADIEM, LLC | 3 | 3 | 0.23% | 3.74% | 7.10% | Q1 2023 | Q3 2023 | 3 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 3 | 3 | 0.47% | 1.24% | 1.68% | Q3 2022 | Q1 2023 | 3 |
Marquette Asset Management, LLC | 3 | 3 | 0.06% | 0.13% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Canal Capital Management, LLC | 1 | 1 | 0.31% | 0.43% | 0.56% | Q1 2018 | Q1 2023 | 3 |
Texas Yale Capital Corp. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q1 2020 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 2.29% | 2.57% | 2.75% | Q4 2017 | Q4 2018 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Berkshire Bank | 3 | 3 | 0.11% | 0.44% | 0.61% | Q1 2023 | Q3 2023 | 3 |
Thomasville National Bank | 2 | 1 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q1 2023 | 3 |
Gryphon Financial Partners LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q3 2021 | Q2 2022 | 3 |
ECLECTIC ASSOCIATES INC /ADV | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q2 2023 | 3 |
Crew Capital Management, Ltd. | 3 | 3 | 0.72% | 2.55% | 5.75% | Q1 2023 | Q3 2023 | 3 |
TRIAD FINANCIAL ADVISORS, INC. | 3 | 3 | 0.13% | 0.15% | 0.16% | Q2 2022 | Q4 2022 | 3 |
SG Americas Securities, LLC | 3 | 3 | 0.01% | 0.10% | 0.24% | Q3 2018 | Q1 2019 | 3 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Vickerman Investment Advisors, Inc. | 3 | 3 | 6.92% | 7.44% | 7.72% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 1.31% | 1.71% | 2.39% | Q1 2023 | Q3 2023 | 3 |
Strategic Advisors LLC | 3 | 3 | 2.21% | 2.78% | 3.34% | Q1 2023 | Q3 2023 | 3 |
Covington Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 1 | 0.13% | 2.17% | 6.21% | Q4 2019 | Q3 2020 | 3 |
LOCKERMAN FINANCIAL GROUP, INC. | 3 | 3 | 0.60% | 0.85% | 1.26% | Q1 2022 | Q3 2022 | 3 |
Mirador Capital Partners LP | 3 | 3 | 0.43% | 0.47% | 0.50% | Q1 2018 | Q3 2018 | 3 |
Rossmore Private Capital | 3 | 3 | 1.09% | 1.13% | 1.18% | Q3 2019 | Q1 2020 | 3 |
Retirement Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
STABLEFORD CAPITAL II LLC | 2 | 1 | 0.46% | 5.57% | 8.50% | Q4 2022 | Q3 2023 | 3 |
B.O.S.S. Retirement Advisors, LLC | 3 | 3 | 0.20% | 0.39% | 0.56% | Q4 2022 | Q2 2023 | 3 |
Kesler, Norman & Wride, LLC | 3 | 3 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q2 2021 | 3 |
Permanens Capital L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Thrive Wealth Management, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Proquility Private Wealth Partners, LLC | 3 | 3 | 0.17% | 0.28% | 0.35% | Q4 2020 | Q2 2021 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.04% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Bricktown Capital, LLC | 2 | 1 | 0.09% | 0.69% | 1.88% | Q4 2022 | Q3 2023 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Summit Global Investments | 2 | 1 | 0.46% | 0.74% | 1.22% | Q2 2022 | Q2 2023 | 3 |
Hixon Zuercher, LLC | 2 | 1 | 0.13% | 0.16% | 0.18% | Q4 2020 | Q3 2021 | 3 |
Hutchens & Kramer Investment Management Group, LLC | 2 | 1 | 0.19% | 0.70% | 1.70% | Q3 2022 | Q3 2023 | 3 |
PDS Planning, Inc | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
WIT, LLC | 3 | 3 | 0.19% | 0.22% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.13% | 0.35% | 0.74% | Q1 2023 | Q3 2023 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 2.58% | 3.95% | 5.17% | Q1 2023 | Q3 2023 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 0.58% | 0.81% | 1.20% | Q1 2023 | Q3 2023 | 3 |
Grant/GrossMendelsohn, LLC | 3 | 3 | 2.18% | 2.61% | 3.23% | Q1 2023 | Q3 2023 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q1 2020 | 3 |
Bluegrass Capital Partners LP | 3 | 3 | 8.36% | 10.30% | 11.39% | Q1 2023 | Q3 2023 | 3 |
BENEDICT FINANCIAL ADVISORS INC | 3 | 3 | 0.52% | 0.63% | 0.70% | Q1 2023 | Q3 2023 | 3 |
Sage Financial Management Group, Inc. | 3 | 3 | 0.15% | 0.16% | 0.18% | Q4 2020 | Q2 2021 | 3 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2022 | 3 |
SENTINEL PENSION ADVISORS INC | 3 | 3 | 0.15% | 0.20% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Professional Financial Advisors, LLC | 2 | 1 | 0.06% | 0.46% | 1.26% | Q2 2022 | Q3 2023 | 3 |
Souders Financial Advisors | 3 | 3 | 0.26% | 0.32% | 0.41% | Q1 2023 | Q3 2023 | 3 |
Claraphi Advisory Network, LLC | 2 | 1 | 0.09% | 1.13% | 2.21% | Q1 2020 | Q4 2022 | 3 |
Olistico Wealth, LLC | 3 | 3 | 0.35% | 0.39% | 0.44% | Q4 2022 | Q2 2023 | 3 |
Beacon Wealthcare LLC | 3 | 3 | 1.75% | 2.62% | 3.42% | Q2 2023 | Q4 2023 | 3 |
Donald L. Hagan, LLC | 3 | 3 | 0.18% | 0.48% | 0.81% | Q1 2023 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
KLS Professional Advisors Group, LLC | 3 | 3 | 38.33% | 43.28% | 46.65% | Q4 2018 | Q2 2019 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
TKG Advisors, LLC | 3 | 3 | 3.24% | 5.56% | 9.34% | Q1 2023 | Q3 2023 | 3 |
WFA Asset Management Corp | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PYA Waltman Capital, LLC | 3 | 3 | 0.82% | 0.87% | 0.97% | Q1 2023 | Q3 2023 | 3 |
Goldstream Capital Management Ltd | 3 | 3 | 5.19% | 7.15% | 9.69% | Q1 2023 | Q3 2023 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.00% | 0.04% | 0.13% | Q4 2020 | Q2 2021 | 3 |
Legacy Trust | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.13% | 0.17% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Beacon Harbor Wealth Advisors, Inc. | 2 | 1 | 0.11% | 3.48% | 6.11% | Q4 2022 | Q3 2023 | 3 |
Coombe, Bender & Co LLC | 3 | 3 | 3.18% | 6.62% | 9.28% | Q1 2023 | Q3 2023 | 3 |
ALESCO ADVISORS LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 3 |
Lenox Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
TFB Advisors LLC | 2 | 1 | 0.38% | 2.26% | 3.71% | Q4 2022 | Q3 2023 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.34% | 1.00% | 1.49% | Q1 2023 | Q3 2023 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Authentikos Wealth Advisory, LLC | 3 | 3 | 0.64% | 1.11% | 1.42% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 1.69% | 1.91% | 2.09% | Q1 2023 | Q3 2023 | 3 |
Legend Financial Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 2 | 1 | 0.43% | 0.61% | 0.72% | Q4 2022 | Q3 2023 | 3 |
SouthState Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 3 |
JT Stratford LLC | 2 | 1 | 0.13% | 0.98% | 2.21% | Q2 2020 | Q3 2023 | 3 |
OLD NATIONAL BANCORP /IN/ | 3 | 3 | 0.01% | 0.04% | 0.07% | Q3 2022 | Q1 2023 | 3 |
Apeiron RIA LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Partners, Inc. | 3 | 3 | 0.10% | 0.12% | 0.14% | Q4 2019 | Q2 2020 | 3 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 3 | 0.85% | 1.08% | 1.21% | Q1 2019 | Q3 2019 | 3 |
Argent Trust Co | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 3 |
RGT Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Rinkey Investments | 2 | 1 | 0.17% | 0.26% | 0.37% | Q4 2021 | Q2 2023 | 3 |
AIRE ADVISORS, LLC | 3 | 3 | 0.27% | 0.30% | 0.33% | Q2 2022 | Q4 2022 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Tower Wealth Partners, Inc. | 3 | 3 | 0.27% | 0.34% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Sterling Financial Planning, Inc. | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Wealth Advisors of Iowa, LLC | 2 | 1 | 0.16% | 0.27% | 0.48% | Q4 2020 | Q2 2023 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.17% | 1.50% | 2.85% | Q1 2023 | Q3 2023 | 3 |
JACOBSON & SCHMITT ADVISORS, LLC | 3 | 3 | 0.08% | 0.44% | 0.63% | Q1 2023 | Q3 2023 | 3 |
Capital Advisors, Ltd. LLC | 3 | 3 | 0.36% | 0.66% | 1.04% | Q1 2023 | Q3 2023 | 3 |
Hilton Capital Management, LLC | 3 | 3 | 1.25% | 1.39% | 1.52% | Q1 2023 | Q3 2023 | 3 |
EPG Wealth Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 3 |
SP Asset Management LLC | 3 | 3 | 0.06% | 0.17% | 0.34% | Q1 2023 | Q3 2023 | 3 |
GREENHAVEN ASSOCIATES INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Vertex Planning Partners, LLC | 3 | 3 | 0.13% | 0.16% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Meridian Wealth Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 3 | 0.25% | 0.39% | 0.62% | Q1 2022 | Q3 2022 | 3 |
H&H Retirement Design & Management INC | 3 | 3 | 10.62% | 11.02% | 11.50% | Q1 2023 | Q3 2023 | 3 |
ERn Financial, LLC | 3 | 3 | 0.08% | 0.12% | 0.19% | Q3 2021 | Q1 2022 | 3 |
Joel Isaacson & Co., LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Northstar Group, Inc. | 3 | 3 | 2.82% | 3.92% | 4.98% | Q1 2023 | Q3 2023 | 3 |
TMD Wealth Management, LLC | 3 | 3 | 3.82% | 4.04% | 4.30% | Q1 2023 | Q3 2023 | 3 |
MATHER GROUP, LLC. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Crestwood Advisors Group, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
SteelPeak Wealth, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.30% | 0.41% | 0.52% | Q3 2022 | Q4 2022 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 0.40% | 0.62% | 0.85% | Q2 2023 | Q3 2023 | 2 |
Stephens Consulting, LLC | 1 | 1 | 0.05% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 2 |
Chessman Wealth Strategies RIA | 2 | 2 | 9.51% | 10.24% | 10.97% | Q3 2018 | Q4 2018 | 2 |
Matisse Capital | 2 | 2 | 0.16% | 0.23% | 0.30% | Q3 2021 | Q4 2021 | 2 |
VICUS CAPITAL | 2 | 2 | 0.44% | 0.44% | 0.44% | Q3 2022 | Q4 2022 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Pensionmark Financial Group, LLC | 2 | 2 | 0.06% | 0.09% | 0.13% | Q3 2022 | Q4 2022 | 2 |
COMMERCE BANK | 2 | 2 | 0.01% | 0.12% | 0.24% | Q2 2020 | Q3 2020 | 2 |
LGT Financial Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 2 | 2 | 1.50% | 1.50% | 1.51% | Q2 2023 | Q3 2023 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
SimpliFi, Inc. | 2 | 2 | 0.11% | 0.12% | 0.14% | Q2 2020 | Q3 2020 | 2 |
Summit Financial, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Hamilton Wealth, LLC | 2 | 2 | 0.25% | 0.56% | 0.86% | Q1 2023 | Q2 2023 | 2 |
First Citizens Financial Corp | 2 | 2 | 0.30% | 0.33% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Ewing Morris & Co. Investment Partners Ltd. | 2 | 2 | 0.12% | 0.22% | 0.31% | Q2 2023 | Q3 2023 | 2 |
FREEDOM WEALTH ALLIANCE, LLC | 2 | 2 | 5.73% | 5.74% | 5.74% | Q4 2022 | Q1 2023 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
BRYN MAWR TRUST Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Circle Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q2 2020 | 2 |
MARATHON CAPITAL MANAGEMENT | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q4 2022 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Pillar Wealth Advisors, LLC | 2 | 2 | 0.89% | 0.90% | 0.92% | Q3 2022 | Q4 2022 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Coco Enterprises, LLC | 1 | 1 | 7.34% | 16.33% | 25.32% | Q3 2022 | Q1 2023 | 2 |
Wellington Shields & Co., LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cerro Pacific Wealth Advisors LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q1 2023 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Sound Financial Strategies Group, LLC | 1 | 1 | 0.06% | 30.67% | 61.28% | Q3 2022 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.18% | 0.33% | 0.48% | Q2 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q3 2018 | Q1 2023 | 2 |
Greenwich Investment Management, Inc. | 2 | 2 | 0.35% | 0.41% | 0.48% | Q1 2020 | Q2 2020 | 2 |
RPg Family Wealth Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Fairbanks Capital Management, Inc. | 2 | 2 | 0.80% | 1.15% | 1.50% | Q2 2023 | Q3 2023 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.27% | 0.99% | 1.71% | Q2 2023 | Q3 2023 | 2 |
Truvestments Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Narus Financial Partners, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
PECAUT & CO. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Central Asset Investments & Management Holdings (HK) Ltd | 2 | 2 | 11.44% | 12.18% | 12.92% | Q3 2018 | Q4 2018 | 2 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
LINCOLN CAPITAL CORP | 2 | 2 | 0.45% | 0.90% | 1.36% | Q2 2023 | Q3 2023 | 2 |
KAYS FINANCIAL ADVISORY CORP /ADV | 2 | 2 | 0.06% | 0.20% | 0.33% | Q2 2020 | Q3 2020 | 2 |
ARGI Investment Services, LLC | 1 | 1 | 0.01% | 0.13% | 0.25% | Q4 2019 | Q4 2022 | 2 |
Willingdon Wealth Management | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2018 | 2 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.02% | 0.09% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Guild Investment Management, Inc. | 1 | 1 | 0.42% | 0.76% | 1.10% | Q1 2019 | Q4 2022 | 2 |
Clarus Group, Inc. | 2 | 2 | 0.31% | 0.36% | 0.41% | Q2 2023 | Q3 2023 | 2 |
Quantitative Advantage, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
TCTC Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.26% | 0.52% | Q2 2020 | Q3 2021 | 2 |
Cardinal Point Capital Management ULC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q1 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Cerity Partners LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
ML & R WEALTH MANAGEMENT LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
InterOcean Capital Group, LLC | 2 | 2 | 0.01% | 0.32% | 0.62% | Q4 2022 | Q1 2023 | 2 |
Yakira Capital Management, Inc. | 1 | 1 | 0.46% | 1.12% | 1.78% | Q1 2023 | Q3 2023 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q3 2022 | Q4 2022 | 2 |
Graves Light Lenhart Wealth, Inc. | 2 | 2 | 0.56% | 0.73% | 0.91% | Q2 2023 | Q3 2023 | 2 |
EAGLE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.07% | 0.46% | 0.84% | Q2 2023 | Q3 2023 | 2 |
Inspire Advisors, LLC | 2 | 2 | 0.21% | 0.47% | 0.74% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 2 | 2 | 0.03% | 0.06% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Mine & Arao Wealth Creation & Management, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 2 |
MADDEN SECURITIES Corp | 1 | 1 | 0.09% | 0.22% | 0.35% | Q2 2020 | Q4 2022 | 2 |
Allspring Global Investments Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LWMG, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.25% | 0.33% | 0.42% | Q1 2023 | Q3 2023 | 2 |
O'Brien Greene & Co. Inc | 2 | 2 | 0.75% | 2.53% | 4.30% | Q2 2023 | Q3 2023 | 2 |
PFS Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
AXS Investments LLC | 2 | 2 | 0.74% | 1.03% | 1.33% | Q2 2023 | Q3 2023 | 2 |
Certified Advisory Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Taylor & Morgan Wealth Management, LLC | 2 | 2 | 0.24% | 0.27% | 0.30% | Q1 2023 | Q2 2023 | 2 |
ACT Advisors, LLC. | 1 | 1 | 15.68% | 18.20% | 20.72% | Q3 2022 | Q3 2023 | 2 |
Treasure Coast Financial Planning | 2 | 2 | 0.40% | 3.81% | 7.23% | Q2 2023 | Q3 2023 | 2 |
SYKON CAPITAL LLC | 2 | 2 | 3.71% | 12.94% | 22.17% | Q2 2023 | Q3 2023 | 2 |
Capital CS Group, LLC | 2 | 2 | 0.92% | 1.24% | 1.56% | Q2 2023 | Q3 2023 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
SkyOak Wealth, LLC | 1 | 1 | 0.07% | 0.22% | 0.36% | Q4 2022 | Q3 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
1832 Asset Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Carnegie Capital Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Bridgewealth Advisory Group, LLC | 2 | 2 | 0.68% | 6.48% | 12.28% | Q2 2023 | Q3 2023 | 2 |
Auour Investments LLC | 2 | 2 | 13.15% | 13.46% | 13.76% | Q2 2023 | Q3 2023 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.21% | 0.33% | 0.45% | Q2 2023 | Q3 2023 | 2 |
Moss Adams Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ADVISOR PARTNERS LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q1 2022 | Q2 2022 | 2 |
Clio Asset Management LLC | 2 | 2 | 5.57% | 7.15% | 8.72% | Q2 2023 | Q3 2023 | 2 |
Madison Asset Management, LLC | 2 | 2 | 0.29% | 0.32% | 0.35% | Q4 2019 | Q1 2020 | 2 |
Ciovacco Capital Management LLC | 2 | 2 | 0.29% | 0.42% | 0.56% | Q1 2023 | Q2 2023 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q1 2023 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Clarkston Capital Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Tennessee Valley Asset Management Partners | 2 | 2 | 0.33% | 0.33% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Prospect Hill Management, LLC | 2 | 2 | 0.32% | 0.32% | 0.33% | Q1 2023 | Q2 2023 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.16% | 0.52% | 0.87% | Q2 2023 | Q3 2023 | 2 |
PITTENGER & ANDERSON INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Constitution Capital LLC | 2 | 2 | 0.40% | 0.42% | 0.43% | Q4 2020 | Q1 2021 | 2 |
First Eagle Investment Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Platform Technology Partners | 2 | 2 | 0.36% | 0.44% | 0.52% | Q4 2019 | Q1 2020 | 2 |
B&D White Capital Company, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Redwood Investment Management, LLC | 1 | 1 | 0.02% | 7.60% | 15.17% | Q4 2018 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Savant Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Stonebridge Financial Planning Group, LLC | 2 | 2 | 0.16% | 0.40% | 0.64% | Q2 2023 | Q3 2023 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 0.60% | 0.87% | 1.13% | Q2 2023 | Q3 2023 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.14% | 1.95% | 3.76% | Q1 2023 | Q2 2023 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 1.39% | 3.09% | 4.80% | Q2 2023 | Q3 2023 | 2 |
Renasant Bank | 2 | 2 | 0.52% | 0.52% | 0.53% | Q4 2022 | Q1 2023 | 2 |
Wealthsimple US, Ltd. | 2 | 2 | 5.56% | 5.95% | 6.34% | Q4 2019 | Q1 2020 | 2 |
J2 Capital Management Inc | 2 | 2 | 0.32% | 2.19% | 4.07% | Q2 2023 | Q3 2023 | 2 |
JD Financial Services Inc. | 2 | 2 | 0.58% | 0.59% | 0.61% | Q4 2020 | Q1 2021 | 2 |
KilterHowling LLC | 2 | 2 | 9.82% | 10.05% | 10.29% | Q2 2023 | Q3 2023 | 2 |
Strategic Financial Concepts, LLC | 2 | 2 | 1.31% | 2.13% | 2.94% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 12.77% | 19.25% | 25.73% | Q2 2023 | Q3 2023 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 2 |
Archford Capital Strategies, LLC | 2 | 2 | 0.85% | 0.94% | 1.02% | Q3 2018 | Q4 2018 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2018 | Q1 2019 | 2 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FORVIS Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q4 2022 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 1.61% | 1.70% | 1.79% | Q2 2023 | Q3 2023 | 2 |
Global Assets Advisory, LLC | 2 | 2 | 0.44% | 0.46% | 0.48% | Q2 2023 | Q3 2023 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 1.65% | 1.66% | 1.67% | Q3 2022 | Q4 2022 | 2 |
City State Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NEIRG Wealth Management, LLC | 2 | 2 | 1.80% | 1.99% | 2.18% | Q1 2023 | Q2 2023 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 0.16% | 0.64% | 1.12% | Q2 2023 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
TOTAL INVESTMENT MANAGEMENT INC | 2 | 2 | 0.27% | 0.36% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q1 2020 | 2 |
ISLAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.18% | 0.23% | 0.29% | Q2 2023 | Q3 2023 | 2 |
CIBC BANK USA | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2018 | Q3 2018 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CONTINUUM WEALTH ADVISORS, LLC | 2 | 2 | 0.19% | 3.40% | 6.62% | Q2 2023 | Q3 2023 | 2 |
PRIVATE MANAGEMENT GROUP INC | 2 | 2 | 0.12% | 0.20% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Wellington Shields Capital Management, LLC | 2 | 2 | 0.29% | 0.35% | 0.42% | Q2 2023 | Q3 2023 | 2 |
Carr Financial Group Corp | 2 | 2 | 0.80% | 0.91% | 1.02% | Q2 2023 | Q3 2023 | 2 |
Sandhill Capital Partners LLC | 2 | 2 | 0.17% | 1.96% | 3.74% | Q2 2023 | Q3 2023 | 2 |
Shepherd Financial Partners LLC | 2 | 2 | 0.07% | 0.15% | 0.24% | Q1 2023 | Q2 2023 | 2 |
Full Sail Capital, LLC | 2 | 2 | 2.77% | 2.95% | 3.12% | Q2 2023 | Q3 2023 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
American Trust | 2 | 2 | 0.32% | 0.34% | 0.36% | Q3 2022 | Q4 2022 | 2 |
FirstPurpose Wealth LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q1 2023 | 2 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 2 |
Schwab Charitable Fund | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Financial Network Wealth Management LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Pinion Investment Advisors, LLC | 1 | 1 | 0.44% | 0.49% | 0.54% | Q4 2018 | Q4 2019 | 2 |
PFW Advisors LLC | 2 | 2 | 1.85% | 1.92% | 1.99% | Q2 2023 | Q3 2023 | 2 |
BTS Asset Management, Inc. | 1 | 1 | 0.59% | 6.70% | 12.81% | Q3 2022 | Q1 2023 | 2 |
PETERSON WEALTH MANAGEMENT | 2 | 2 | 0.38% | 0.51% | 0.65% | Q3 2020 | Q4 2020 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 2 |
Advisor OS, LLC | 2 | 2 | 0.20% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
TFC Financial Management, Inc. | 2 | 2 | 0.17% | 0.38% | 0.59% | Q4 2020 | Q1 2021 | 2 |
Bragg Financial Advisors, Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Acuitas Investments, LLC | 2 | 2 | 0.40% | 0.61% | 0.82% | Q2 2023 | Q3 2023 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
TCP Asset Management, LLC | 2 | 2 | 0.14% | 0.22% | 0.31% | Q2 2023 | Q3 2023 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q2 2022 | Q3 2022 | 2 |
IAM Advisory, LLC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q2 2021 | Q2 2021 | 1 |
Founders Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 9.66% | 9.66% | 9.66% | Q1 2020 | Q1 2020 | 1 |
Lifeworks Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Investment Partners, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2023 | Q3 2023 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2020 | Q2 2020 | 1 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2022 | Q3 2022 | 1 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 8.54% | 8.54% | 8.54% | Q3 2023 | Q3 2023 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Worth Financial Advisory Group, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 8.48% | 8.48% | 8.48% | Q4 2017 | Q4 2017 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sloy Dahl & Holst, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
OTA Financial Group L.P. | 1 | 1 | 21.03% | 21.03% | 21.03% | Q1 2023 | Q1 2023 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Price Capital Management, Inc. | 1 | 1 | 55.55% | 55.55% | 55.55% | Q3 2022 | Q3 2022 | 1 |
SYMONS CAPITAL MANAGEMENT INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Loudon Investment Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2023 | Q1 2023 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.89% | 1.89% | 1.89% | Q2 2022 | Q2 2022 | 1 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Family Asset Management, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2023 | Q2 2023 | 1 |
Smith, Salley & Associates | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Mattern Wealth Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
YHB Investment Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
HCR Wealth Advisors | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Logan Stone Capital, LLC | 1 | 1 | 3.90% | 3.90% | 3.90% | Q3 2022 | Q3 2022 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Cassaday & Co Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
UNIQUE WEALTH, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Hedges Asset Management LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2021 | Q4 2021 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Shulman DeMeo Asset Management LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q4 2020 | Q4 2020 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q3 2023 | Q3 2023 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 3.73% | 3.73% | 3.73% | Q3 2023 | Q3 2023 | 1 |
MORRIS FINANCIAL CONCEPTS, INC. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Echo45 Advisors LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Brookfield Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Wealth Management Solutions, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
Stokes Family Office, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2023 | Q3 2023 | 1 |
Privium Fund Management (UK) Ltd | 1 | 1 | 1.15% | 1.15% | 1.15% | Q4 2020 | Q4 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 1.58% | 1.58% | 1.58% | Q1 2019 | Q1 2019 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Strata Wealth Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
DMC Group, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
AFAM CAPITAL, INC. | 1 | 1 | 1.25% | 1.25% | 1.25% | Q4 2017 | Q4 2017 | 1 |
NOESIS CAPITAL MANGEMENT CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Strengthening Families & Communities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BALASA DINVERNO & FOLTZ LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Financial Strategies Group, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2020 | Q3 2020 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Doyle Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Ferguson Shapiro LLC | 1 | 1 | 1.88% | 1.88% | 1.88% | Q1 2020 | Q1 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Arlington Trust Co LLC | 1 | 1 | 2.42% | 2.42% | 2.42% | Q3 2023 | Q3 2023 | 1 |
MTM Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Epstein & White Financial LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Simplicity Wealth,LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
SAXON INTERESTS, INC. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Quaker Wealth Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2023 | Q1 2023 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2020 | Q1 2020 | 1 |
HFG Advisors, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
Signify Wealth | 1 | 1 | 2.50% | 2.50% | 2.50% | Q3 2023 | Q3 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
MADISON INVESTMENT HOLDINGS INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2019 | Q3 2019 | 1 |
Jump Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2020 | Q1 2020 | 1 |
Lutz Financial Services LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Choate Investment Advisors | 1 | 1 | 2.76% | 2.76% | 2.76% | Q3 2023 | Q3 2023 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Koss-Olinger Consulting, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 2.00% | 2.00% | 2.00% | Q3 2022 | Q3 2022 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Malaga Cove Capital, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2023 | Q2 2023 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q4 2017 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Cadent Capital Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
StoneX Group Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2020 | Q2 2020 | 1 |
Rampart Investment Management Company, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2020 | Q1 2020 | 1 |
Apriem Advisors | 1 | 1 | 4.82% | 4.82% | 4.82% | Q3 2023 | Q3 2023 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Kingdom Financial Group LLC. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2023 | Q2 2023 | 1 |
Constant Guidance Financial LLC | 1 | 1 | 46.33% | 46.33% | 46.33% | Q3 2023 | Q3 2023 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
WorthPointe, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
CABANA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Apella Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
EA Series Trust | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2023 | Q2 2023 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Graypoint LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Cercano Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Prairie Sky Financial Group LLC | 1 | 1 | 2.24% | 2.24% | 2.24% | Q3 2023 | Q3 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Wayfinding Financial, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Whitcomb & Hess, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2022 | Q2 2022 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Straight Path Wealth Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
Value Monitoring, Inc. | 1 | 1 | 36.59% | 36.59% | 36.59% | Q2 2018 | Q2 2018 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2022 | Q4 2022 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q3 2023 | Q3 2023 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q4 2022 | 1 |
Paradigm, Strategies in Wealth Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
SWMG, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Homrich & Berg | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2023 | Q1 2023 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2023 | Q3 2023 | 1 |
Karpus Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2019 | Q1 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2019 | Q4 2019 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Sensible Financial Planning & Management, LLC. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q2 2023 | 1 |
Arjuna Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2018 | Q2 2018 | 1 |
Pasadena Private Wealth, LLC | 1 | 1 | 3.16% | 3.16% | 3.16% | Q2 2023 | Q2 2023 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 6.34% | 6.34% | 6.34% | Q3 2021 | Q3 2021 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2018 | Q4 2018 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2020 | Q2 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
REBALANCE, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Cardinal Point Wealth Management Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Jenkins Wealth | 1 | 1 | 18.59% | 18.59% | 18.59% | Q4 2022 | Q4 2022 | 1 |
Foothills Asset Management, Ltd. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2019 | Q1 2019 | 1 |
United Community Bank | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Sage Advisory Services, Ltd.Co. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
DRW Securities, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
GERMAN AMERICAN BANCORP, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lifestyle Asset Management, Inc. | 1 | 1 | 5.51% | 5.51% | 5.51% | Q1 2023 | Q1 2023 | 1 |
Ascendant Capital Management, LLC | 1 | 1 | 8.12% | 8.12% | 8.12% | Q1 2023 | Q1 2023 | 1 |
3EDGE Asset Management, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q2 2021 | Q2 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Portfolio Strategies Inc | 1 | 1 | 3.59% | 3.59% | 3.59% | Q4 2017 | Q4 2017 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 10.89% | 10.89% | 10.89% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 23.36% | 23.36% | 23.36% | Q2 2023 | Q2 2023 | 1 |
Alaska Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Bell Bank | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
Sanford Advisory Services, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2022 | Q4 2022 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 3.14% | 3.14% | 3.14% | Q3 2023 | Q3 2023 | 1 |
STONEBRIDGE ADVISORS LLC | 1 | 1 | 6.14% | 6.14% | 6.14% | Q3 2023 | Q3 2023 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Wedmont Private Capital | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q4 2020 | Q4 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Compton Wealth Advisory Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2021 | Q1 2021 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
MARVIN & PALMER ASSOCIATES INC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2020 | Q1 2020 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Schusterman Interests, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
HARVEST VOLATILITY MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
S.A. Mason LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Wela Strategies, Inc. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2020 | Q1 2020 | 1 |
CMC Financial Group | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2019 | Q2 2019 | 1 |
Essex Savings Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sather Financial Group Inc | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2019 | Q2 2019 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2020 | Q3 2020 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 25.35% | 25.35% | 25.35% | Q4 2019 | Q4 2019 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Ascent Wealth Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
IMA Wealth, Inc. | 1 | 1 | 3.82% | 3.82% | 3.82% | 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.