Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CPWM, LLC | 44 | 44 | 0.03% | 0.15% | 0.75% | Q4 2011 | Q3 2022 | 44 |
Private Advisor Group, LLC | 31 | 31 | 0.00% | 0.06% | 0.12% | Q1 2016 | Q3 2023 | 32 |
Curbstone Financial Management Corp | 32 | 32 | 0.27% | 0.74% | 1.00% | Q1 2016 | Q4 2023 | 32 |
KWMG, LLC | 31 | 31 | 0.29% | 0.56% | 0.95% | Q1 2016 | Q3 2023 | 31 |
JAMES INVESTMENT RESEARCH INC | 31 | 31 | 0.14% | 0.42% | 0.66% | Q1 2016 | Q3 2023 | 31 |
STALEY CAPITAL ADVISERS INC | 31 | 31 | 0.10% | 0.54% | 0.99% | Q1 2016 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.02% | 0.04% | 0.09% | Q1 2016 | Q3 2023 | 31 |
AMG National Trust Bank | 31 | 31 | 0.01% | 0.12% | 0.39% | Q1 2016 | Q3 2023 | 31 |
PNC FINANCIAL SERVICES GROUP, INC. | 31 | 31 | 0.06% | 0.10% | 0.17% | Q1 2016 | Q3 2023 | 31 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31 | 31 | 0.30% | 1.04% | 2.20% | Q1 2016 | Q3 2023 | 31 |
BAILARD, INC. | 31 | 31 | 0.02% | 1.77% | 5.04% | Q1 2016 | Q3 2023 | 31 |
BANK OF AMERICA CORP /DE/ | 31 | 31 | 0.06% | 0.10% | 0.13% | Q1 2016 | Q3 2023 | 31 |
Creative Planning | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Stratos Wealth Partners, LTD. | 31 | 31 | 0.01% | 0.08% | 0.35% | Q1 2016 | Q3 2023 | 31 |
ALLIANCEBERNSTEIN L.P. | 31 | 31 | 0.00% | 0.00% | 0.03% | Q1 2016 | Q3 2023 | 31 |
CITIGROUP INC | 31 | 31 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Regal Investment Advisors LLC | 31 | 31 | 0.11% | 0.26% | 1.41% | Q1 2016 | Q3 2023 | 31 |
CHATHAM CAPITAL GROUP, INC. | 31 | 31 | 1.54% | 3.89% | 6.47% | Q1 2016 | Q3 2023 | 31 |
ROYAL BANK OF CANADA | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Karpus Management, Inc. | 31 | 31 | 0.02% | 1.29% | 5.55% | Q1 2016 | Q3 2023 | 31 |
Alaska Permanent Capital Management | 31 | 31 | 0.15% | 0.62% | 1.65% | Q1 2016 | Q3 2023 | 31 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 31 | 31 | 0.01% | 0.33% | 1.27% | Q1 2016 | Q3 2023 | 31 |
JPMORGAN CHASE & CO | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
UBS Group AG | 31 | 31 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
First Horizon Advisors, Inc. | 31 | 31 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
CAPTRUST FINANCIAL ADVISORS | 31 | 31 | 0.01% | 0.09% | 0.43% | Q1 2016 | Q3 2023 | 31 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 31 | 31 | 0.06% | 0.15% | 0.51% | Q1 2016 | Q3 2023 | 31 |
CULLEN/FROST BANKERS, INC. | 31 | 31 | 0.03% | 0.09% | 0.14% | Q1 2016 | Q3 2023 | 31 |
SEI INVESTMENTS CO | 31 | 31 | 0.00% | 0.03% | 0.16% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 31 |
ENVESTNET ASSET MANAGEMENT INC | 31 | 31 | 0.12% | 0.19% | 0.26% | Q1 2016 | Q3 2023 | 31 |
Ameritas Investment Partners, Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Parkside Financial Bank & Trust | 31 | 31 | 0.04% | 0.20% | 0.52% | Q1 2016 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.01% | 0.16% | 0.32% | Q1 2016 | Q3 2023 | 31 |
MORGAN STANLEY | 31 | 31 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 31 |
Baird Financial Group, Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
GOLDMAN SACHS GROUP INC | 31 | 31 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Chesley Taft & Associates LLC | 31 | 31 | 0.18% | 0.25% | 0.35% | Q1 2016 | Q3 2023 | 31 |
US BANCORP \DE\ | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Allworth Financial LP | 31 | 31 | 0.06% | 0.31% | 0.64% | Q1 2016 | Q3 2023 | 31 |
Capital Advisors, Ltd. LLC | 31 | 31 | 0.06% | 0.15% | 0.42% | Q1 2016 | Q3 2023 | 31 |
Avior Wealth Management, LLC | 31 | 31 | 0.00% | 0.41% | 0.89% | Q1 2016 | Q3 2023 | 31 |
WHITTIER TRUST CO | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
LPL Financial LLC | 31 | 31 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q3 2023 | 31 |
StrategIQ Financial Group, LLC | 31 | 31 | 0.22% | 0.50% | 0.92% | Q1 2016 | Q3 2023 | 31 |
LAZARD ASSET MANAGEMENT LLC | 31 | 31 | 0.00% | 0.01% | 0.10% | Q1 2016 | Q3 2023 | 31 |
Leisure Capital Management | 31 | 31 | 0.35% | 3.30% | 5.00% | Q1 2016 | Q3 2023 | 31 |
Cambridge Investment Research Advisors, Inc. | 31 | 31 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 31 |
Gateway Advisory, LLC | 31 | 31 | 0.65% | 1.97% | 10.29% | Q1 2016 | Q3 2023 | 31 |
WHITTIER TRUST CO OF NEVADA INC | 31 | 31 | 0.00% | 0.03% | 0.10% | Q1 2016 | Q3 2023 | 31 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 31 | 31 | 1.48% | 2.58% | 3.76% | Q1 2016 | Q3 2023 | 31 |
ASSETMARK, INC | 31 | 31 | 0.02% | 0.10% | 0.35% | Q1 2016 | Q3 2023 | 31 |
Smithfield Trust Co | 31 | 31 | 0.25% | 1.71% | 5.40% | Q1 2016 | Q3 2023 | 31 |
Transamerica Financial Advisors, Inc. | 31 | 31 | 0.24% | 0.65% | 1.18% | Q1 2016 | Q3 2023 | 31 |
WELLS FARGO & COMPANY/MN | 31 | 31 | 0.01% | 0.03% | 0.10% | Q1 2016 | Q3 2023 | 31 |
BANK OF MONTREAL /CAN/ | 28 | 2 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 30 |
Exchange Capital Management, Inc. | 30 | 30 | 0.02% | 0.09% | 0.17% | Q2 2016 | Q3 2023 | 30 |
Capital Analysts, LLC | 30 | 30 | 0.18% | 0.41% | 0.68% | Q2 2016 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.13% | 0.28% | 0.53% | Q1 2016 | Q3 2023 | 30 |
Bartlett & Co. LLC | 15 | 7 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2023 | 30 |
FIRST TRUST ADVISORS LP | 30 | 30 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2023 | 30 |
Wealthcare Advisory Partners LLC | 30 | 30 | 0.07% | 1.07% | 3.98% | Q2 2016 | Q3 2023 | 30 |
STIFEL FINANCIAL CORP | 30 | 30 | 0.03% | 0.05% | 0.07% | Q2 2016 | Q3 2023 | 30 |
Janney Montgomery Scott LLC | 29 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 30 |
Cetera Advisor Networks LLC | 19 | 11 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 30 |
FIRST UNITED BANK & TRUST | 30 | 30 | 0.08% | 0.27% | 0.51% | Q2 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q3 2023 | 30 |
Advisory Services Network, LLC | 27 | 3 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 30 |
DAVENPORT & Co LLC | 30 | 30 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2023 | 30 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 29 | 29 | 0.62% | 1.41% | 2.10% | Q1 2016 | Q1 2023 | 29 |
BLAIR WILLIAM & CO/IL | 24 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
OARSMAN CAPITAL, INC. | 29 | 29 | 0.12% | 0.42% | 0.60% | Q1 2016 | Q1 2023 | 29 |
HighTower Advisors, LLC | 26 | 3 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 29 |
BlackRock Inc. | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
MATHER GROUP, LLC. | 16 | 13 | 0.02% | 0.15% | 0.59% | Q1 2016 | Q3 2023 | 29 |
Modera Wealth Management, LLC | 29 | 29 | 0.03% | 0.08% | 0.27% | Q3 2016 | Q3 2023 | 29 |
Symmetry Partners, LLC | 29 | 29 | 0.28% | 0.73% | 2.15% | Q4 2016 | Q4 2023 | 29 |
MONEYWISE, INC. | 29 | 29 | 0.38% | 2.66% | 3.74% | Q3 2016 | Q3 2023 | 29 |
BerganKDV Wealth Management, LLC | 29 | 29 | 0.05% | 0.11% | 0.22% | Q2 2016 | Q2 2023 | 29 |
Janney Capital Management LLC | 28 | 1 | 0.22% | 0.28% | 0.34% | Q1 2016 | Q3 2023 | 29 |
GenTrust, LLC | 28 | 28 | 0.29% | 1.75% | 5.02% | Q4 2016 | Q3 2023 | 28 |
SYNOVUS FINANCIAL CORP | 12 | 6 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 28 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 28 | 28 | 0.04% | 0.65% | 1.83% | Q4 2016 | Q3 2023 | 28 |
Rehmann Capital Advisory Group | 15 | 2 | 0.05% | 0.12% | 0.27% | Q1 2016 | Q3 2023 | 28 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 18 | 10 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 28 |
McAdam, LLC | 28 | 28 | 0.20% | 0.43% | 0.71% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.04% | 0.35% | Q4 2016 | Q3 2023 | 28 |
NAPLES GLOBAL ADVISORS, LLC | 28 | 28 | 0.03% | 0.17% | 0.48% | Q2 2016 | Q1 2023 | 28 |
JFS WEALTH ADVISORS, LLC | 28 | 28 | 0.00% | 0.24% | 1.72% | Q4 2016 | Q3 2023 | 28 |
Crestwood Advisors Group, LLC | 27 | 1 | 0.05% | 0.62% | 1.80% | Q1 2016 | Q3 2023 | 28 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 28 | 28 | 0.18% | 29.22% | 36.91% | Q1 2016 | Q4 2022 | 28 |
Brinker Capital Investments, LLC | 28 | 28 | 0.04% | 0.19% | 0.65% | Q1 2016 | Q4 2022 | 28 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Whitegate Investment Counselors, Inc. | 28 | 28 | 0.19% | 1.11% | 1.96% | Q4 2016 | Q3 2023 | 28 |
NORTHWEST WEALTH MANAGEMENT, LLC | 28 | 28 | 0.22% | 0.54% | 1.14% | Q4 2016 | Q3 2023 | 28 |
1834 INVESTMENT ADVISORS CO | 19 | 4 | 0.01% | 0.06% | 0.19% | Q1 2016 | Q3 2023 | 28 |
AJ WEALTH STRATEGIES, LLC | 27 | 27 | 0.02% | 1.22% | 2.95% | Q4 2016 | Q2 2023 | 27 |
Continuum Advisory, LLC | 27 | 27 | 0.11% | 0.73% | 1.83% | Q1 2017 | Q3 2023 | 27 |
Intellectus Partners, LLC | 19 | 8 | 0.01% | 0.23% | 0.40% | Q4 2016 | Q3 2023 | 27 |
Gradient Investments LLC | 27 | 27 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q3 2022 | 27 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 16 | 2 | 0.01% | 0.33% | 0.82% | Q1 2016 | Q2 2023 | 27 |
Bragg Financial Advisors, Inc | 27 | 27 | 0.09% | 0.31% | 0.83% | Q1 2017 | Q3 2023 | 27 |
COMMERCE BANK | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2022 | 27 |
AE Wealth Management LLC | 27 | 27 | 0.00% | 0.02% | 0.08% | Q1 2017 | Q3 2023 | 27 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 23 | 4 | 0.03% | 0.50% | 3.06% | Q4 2016 | Q3 2023 | 27 |
Versant Capital Management, Inc | 18 | 4 | 0.00% | 0.09% | 0.22% | Q1 2016 | Q4 2023 | 27 |
AUA CAPITAL MANAGEMENT, LLC | 20 | 6 | 1.37% | 3.68% | 6.01% | Q1 2017 | Q3 2023 | 26 |
Parkside Investments, LLC | 20 | 6 | 0.88% | 2.13% | 3.74% | Q1 2017 | Q3 2023 | 26 |
Fiduciary Group LLC | 26 | 26 | 0.03% | 0.15% | 0.50% | Q3 2016 | Q4 2022 | 26 |
FAS Wealth Partners, Inc. | 26 | 26 | 0.00% | 0.34% | 0.77% | Q2 2016 | Q3 2022 | 26 |
Estate Counselors, LLC | 26 | 26 | 0.06% | 0.92% | 3.18% | Q4 2016 | Q1 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.03% | 0.10% | Q2 2017 | Q3 2023 | 26 |
Cornerstone Wealth Management, LLC | 14 | 1 | 0.05% | 0.14% | 0.40% | Q1 2016 | Q1 2023 | 26 |
Eagle Ridge Investment Management | 26 | 26 | 0.53% | 1.03% | 1.35% | Q1 2016 | Q2 2022 | 26 |
CWM, LLC | 11 | 2 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 26 |
COLONY GROUP LLC | 14 | 12 | 0.00% | 0.07% | 0.25% | Q1 2016 | Q3 2023 | 26 |
PINNACLE FINANCIAL PARTNERS INC | 24 | 2 | 0.01% | 0.09% | 0.22% | Q1 2017 | Q3 2023 | 26 |
Diligent Investors, LLC | 25 | 25 | 0.10% | 0.13% | 0.21% | Q3 2017 | Q3 2023 | 25 |
COUNTRY TRUST BANK | 20 | 1 | 0.01% | 0.05% | 0.07% | Q1 2016 | Q4 2022 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.10% | 0.71% | Q4 2016 | Q3 2023 | 25 |
Global Retirement Partners, LLC | 18 | 7 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 25 |
ALESCO ADVISORS LLC | 25 | 25 | 0.01% | 0.03% | 0.11% | Q1 2016 | Q1 2022 | 25 |
Blume Capital Management, Inc. | 25 | 25 | 0.02% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 25 |
OneDigital Investment Advisors LLC | 20 | 5 | 0.01% | 0.36% | 1.01% | Q2 2017 | Q3 2023 | 25 |
Valmark Advisers, Inc. | 25 | 25 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2022 | 25 |
JUNCTURE WEALTH STRATEGIES, LLC | 15 | 10 | 0.12% | 0.30% | 0.59% | Q4 2016 | Q4 2023 | 25 |
Lenox Wealth Advisors, LLC | 25 | 25 | 0.27% | 0.67% | 1.83% | Q1 2016 | Q1 2022 | 25 |
Tortoise Investment Management, LLC | 25 | 25 | 0.02% | 0.06% | 0.15% | Q2 2017 | Q2 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.49% | 1.54% | 3.03% | Q2 2017 | Q2 2023 | 25 |
WealthShield Partners, LLC | 24 | 24 | 0.03% | 0.11% | 0.20% | Q4 2017 | Q3 2023 | 24 |
TCI Wealth Advisors, Inc. | 22 | 2 | 0.01% | 0.03% | 0.22% | Q2 2016 | Q1 2023 | 24 |
Financial Engines Advisors L.L.C. | 19 | 5 | 0.06% | 0.13% | 0.19% | Q3 2017 | Q3 2023 | 24 |
Ancora Advisors LLC | 20 | 4 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q2 2022 | 24 |
M&T BANK CORP | 8 | 4 | 0.00% | 0.01% | 0.11% | Q1 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.16% | 0.23% | 0.39% | Q4 2017 | Q3 2023 | 24 |
RWA WEALTH PARTNERS, LLC | 24 | 24 | 0.01% | 0.92% | 3.18% | Q4 2017 | Q3 2023 | 24 |
FMR LLC | 21 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 24 |
Altavista Wealth Management, Inc. | 24 | 24 | 0.29% | 0.57% | 0.83% | Q1 2016 | Q4 2021 | 24 |
ST GERMAIN D J CO INC | 21 | 3 | 0.00% | 0.14% | 0.26% | Q4 2017 | Q4 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Alaska Wealth Advisors | 24 | 24 | 0.50% | 4.15% | 7.47% | Q4 2017 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.02% | 0.14% | Q1 2016 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 0.19% | 0.60% | 1.28% | Q4 2017 | Q3 2023 | 24 |
Advisors Preferred, LLC | 11 | 3 | 0.09% | 0.42% | 1.22% | Q1 2016 | Q2 2022 | 24 |
ARGI Investment Services, LLC | 20 | 4 | 0.01% | 0.10% | 0.16% | Q1 2016 | Q4 2022 | 24 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 24 | 24 | 0.04% | 0.27% | 0.50% | Q4 2016 | Q3 2022 | 24 |
PrairieView Partners, LLC | 24 | 24 | 0.48% | 0.98% | 2.58% | Q4 2017 | Q3 2023 | 24 |
Boston Standard Wealth Management, LLC | 17 | 2 | 0.20% | 0.41% | 0.79% | Q4 2017 | Q4 2023 | 23 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 2 | 0.00% | 0.02% | 0.17% | Q1 2016 | Q3 2023 | 23 |
Parallel Advisors, LLC | 10 | 6 | 0.01% | 0.04% | 0.09% | Q1 2017 | Q3 2023 | 23 |
Dakota Wealth Management | 23 | 23 | 0.01% | 0.24% | 0.82% | Q1 2018 | Q3 2023 | 23 |
FIFTH THIRD BANCORP | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2023 | 23 |
AFT, FORSYTH & COMPANY, INC. | 23 | 23 | 0.15% | 0.31% | 0.49% | Q4 2017 | Q2 2023 | 23 |
Oakworth Capital, Inc. | 14 | 9 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 23 |
KEYBANK NATIONAL ASSOCIATION/OH | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 13 | 10 | 0.01% | 0.11% | 0.32% | Q1 2016 | Q3 2023 | 23 |
OLD NATIONAL BANCORP /IN/ | 23 | 23 | 0.04% | 0.24% | 0.68% | Q1 2018 | Q3 2023 | 23 |
Dorsey & Whitney Trust CO LLC | 23 | 23 | 0.03% | 0.08% | 0.20% | Q1 2018 | Q3 2023 | 23 |
DEUTSCHE BANK AG\ | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Private Ocean, LLC | 23 | 23 | 0.01% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 23 |
Icon Wealth Partners, LLC | 19 | 3 | 0.03% | 0.15% | 0.65% | Q4 2017 | Q3 2023 | 22 |
BFSG, LLC | 16 | 6 | 0.06% | 0.15% | 0.29% | Q2 2017 | Q4 2022 | 22 |
PINNACLE ASSOCIATES LTD | 10 | 2 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q2 2022 | 22 |
Strategic Wealth Partners, Ltd. | 22 | 22 | 0.10% | 0.41% | 0.78% | Q4 2017 | Q1 2023 | 22 |
Pinnacle Wealth Management Advisory Group, LLC | 10 | 2 | 0.04% | 0.37% | 0.96% | Q1 2016 | Q2 2022 | 22 |
Wellington Shields Capital Management, LLC | 22 | 22 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Rock Point Advisors, LLC | 16 | 6 | 0.10% | 0.17% | 0.31% | Q4 2016 | Q3 2023 | 22 |
EAGLE GLOBAL ADVISORS LLC | 22 | 22 | 0.02% | 0.17% | 0.29% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.02% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 22 |
People's United Financial, Inc. | 22 | 22 | 0.13% | 0.42% | 0.86% | Q4 2016 | Q1 2022 | 22 |
CX Institutional | 22 | 22 | 0.02% | 0.97% | 2.39% | Q2 2018 | Q3 2023 | 22 |
Allen Investment Management, LLC | 17 | 4 | 0.06% | 0.09% | 0.15% | Q4 2016 | Q1 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
RiverGlades Family Offices LLC | 14 | 3 | 1.67% | 2.22% | 4.47% | Q1 2018 | Q3 2023 | 21 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 21 | 21 | 0.04% | 0.08% | 0.13% | Q3 2018 | Q3 2023 | 21 |
Westover Capital Advisors, LLC | 21 | 21 | 0.29% | 0.41% | 0.51% | Q3 2017 | Q3 2022 | 21 |
Covington Capital Management | 21 | 21 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q3 2022 | 21 |
Cetera Investment Advisers | 17 | 4 | 0.02% | 0.08% | 0.31% | Q1 2016 | Q3 2023 | 21 |
SADOFF INVESTMENT MANAGEMENT LLC | 21 | 21 | 0.11% | 0.16% | 0.21% | Q3 2017 | Q3 2022 | 21 |
FIFTH THIRD SECURITIES, INC. | 14 | 1 | 0.05% | 0.41% | 1.42% | Q1 2016 | Q3 2023 | 21 |
BBVA USA Bancshares, Inc. | 21 | 21 | 0.09% | 0.43% | 0.72% | Q1 2016 | Q1 2021 | 21 |
Arete Wealth Advisors, LLC | 21 | 21 | 0.02% | 0.08% | 0.16% | Q1 2018 | Q1 2023 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.03% | 0.14% | 0.34% | Q3 2018 | Q3 2023 | 21 |
WEDBUSH SECURITIES INC | 20 | 20 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Vivaldi Capital Management LP | 20 | 20 | 0.09% | 0.16% | 0.61% | Q4 2018 | Q3 2023 | 20 |
HM PAYSON & CO | 20 | 20 | 0.03% | 0.09% | 0.15% | Q1 2016 | Q4 2020 | 20 |
Aveo Capital Partners, LLC | 19 | 1 | 0.04% | 0.69% | 3.57% | Q4 2016 | Q3 2023 | 20 |
Buckingham Capital Management, Inc. | 20 | 20 | 0.08% | 0.27% | 0.57% | Q1 2016 | Q4 2020 | 20 |
One Capital Management, LLC | 20 | 20 | 0.03% | 0.24% | 0.79% | Q4 2018 | Q3 2023 | 20 |
MBM Wealth Consultants, LLC | 20 | 20 | 0.81% | 1.34% | 1.86% | Q4 2018 | Q3 2023 | 20 |
Omega Financial Group, LLC | 20 | 20 | 0.16% | 0.50% | 1.34% | Q4 2018 | Q3 2023 | 20 |
RPg Family Wealth Advisory, LLC | 16 | 4 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2022 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Pettinga Financial Advisors LLC | 20 | 20 | 0.08% | 0.71% | 1.56% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, LLC | 20 | 20 | 0.01% | 0.04% | 0.13% | Q4 2018 | Q3 2023 | 20 |
MANAGED ACCOUNT SERVICES INC | 20 | 20 | 0.65% | 1.40% | 1.94% | Q4 2016 | Q3 2021 | 20 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.03% | 0.24% | 0.87% | Q4 2016 | Q3 2023 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 0.11% | 0.21% | 0.29% | Q4 2018 | Q3 2023 | 20 |
Atria Investments, Inc | 17 | 3 | 0.02% | 0.07% | 0.16% | Q1 2016 | Q4 2022 | 20 |
Strategic Family Wealth Counselors, L.L.C. | 20 | 20 | 0.43% | 0.75% | 1.45% | Q4 2018 | Q3 2023 | 20 |
Integrated Wealth Concepts LLC | 9 | 2 | 0.01% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 20 |
Occidental Asset Management, LLC | 20 | 20 | 0.16% | 0.37% | 0.55% | Q4 2016 | Q3 2021 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.05% | 0.13% | Q4 2017 | Q3 2022 | 20 |
Dynamic Advisor Solutions LLC | 20 | 20 | 0.06% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 20 |
TD Capital Management LLC | 14 | 5 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 19 | 19 | 0.21% | 0.33% | 0.47% | Q1 2019 | Q3 2023 | 19 |
HOWE & RUSLING INC | 19 | 19 | 0.03% | 0.07% | 0.12% | Q1 2019 | Q3 2023 | 19 |
McNamara Financial Services, Inc. | 16 | 1 | 0.11% | 0.37% | 1.40% | Q1 2016 | Q1 2022 | 19 |
First Allied Advisory Services, Inc. | 19 | 19 | 0.06% | 0.08% | 0.11% | Q1 2016 | Q3 2020 | 19 |
NEW ENGLAND ASSET MANAGEMENT INC | 19 | 19 | 0.04% | 0.06% | 0.10% | Q2 2018 | Q4 2022 | 19 |
BSW Wealth Partners | 19 | 19 | 0.05% | 1.76% | 2.63% | Q1 2016 | Q3 2020 | 19 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 0.88% | 1.35% | 2.20% | Q1 2019 | Q3 2023 | 19 |
Parkside Advisors LLC | 19 | 19 | 0.13% | 2.38% | 3.40% | Q1 2016 | Q3 2020 | 19 |
FARMERS & MERCHANTS INVESTMENTS INC | 17 | 1 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q1 2023 | 19 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 18 | 1 | 0.04% | 0.09% | 0.19% | Q1 2016 | Q4 2020 | 19 |
Prestige Wealth Management Group LLC | 19 | 19 | 0.00% | 1.14% | 4.75% | Q4 2018 | Q2 2023 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.26% | 1.20% | 3.08% | Q1 2019 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Premise Capital, LLC | 19 | 19 | 0.01% | 7.76% | 30.90% | Q4 2015 | Q2 2020 | 19 |
Country Club Trust Company, n.a. | 9 | 1 | 0.27% | 0.47% | 0.77% | Q1 2016 | Q4 2021 | 19 |
Bank of New York Mellon Corp | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.58% | 1.58% | 3.06% | Q1 2019 | Q3 2023 | 19 |
Wealthspire Advisors, L.P. | 19 | 19 | 0.02% | 0.05% | 0.08% | Q1 2016 | Q3 2020 | 19 |
Mariner, LLC | 13 | 6 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 19 |
Ackerman Capital Advisors, LLC | 13 | 6 | 0.00% | 1.67% | 4.28% | Q4 2018 | Q3 2023 | 19 |
Evensky & Katz LLC | 16 | 2 | 0.00% | 0.07% | 0.29% | Q1 2019 | Q3 2023 | 18 |
Financial Advocates Investment Management | 18 | 18 | 0.02% | 0.04% | 0.04% | Q4 2017 | Q1 2022 | 18 |
Capital Investment Advisory Services, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
NEXT Financial Group, Inc | 7 | 1 | 0.00% | 0.02% | 0.12% | Q1 2016 | Q4 2021 | 18 |
Titus Wealth Management | 12 | 6 | 0.10% | 0.21% | 0.49% | Q4 2017 | Q2 2022 | 18 |
Renaissance Technologies | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2023 | 18 |
BANK OF THE WEST | 12 | 1 | 0.03% | 0.10% | 0.20% | Q1 2016 | Q4 2022 | 18 |
Sequoia Financial Advisors, LLC | 10 | 1 | 0.01% | 0.06% | 0.32% | Q3 2016 | Q4 2022 | 18 |
BRINKER CAPITAL INC | 18 | 18 | 0.07% | 0.88% | 2.60% | Q1 2016 | Q2 2020 | 18 |
CNB Bank | 13 | 5 | 0.02% | 0.68% | 1.15% | Q4 2017 | Q3 2023 | 18 |
Relative Value Partners Group, LLC | 15 | 3 | 0.02% | 0.75% | 2.13% | Q4 2016 | Q3 2023 | 18 |
Successful Portfolios LLC | 10 | 2 | 0.12% | 0.31% | 0.69% | Q4 2017 | Q1 2023 | 18 |
Financial Architects, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2020 | 18 |
Signature Wealth Management Group | 18 | 18 | 0.32% | 0.46% | 0.63% | Q4 2017 | Q1 2022 | 18 |
Crewe Advisors LLC | 9 | 9 | 0.01% | 0.15% | 0.58% | Q4 2017 | Q1 2023 | 18 |
DUNCKER STREETT & CO INC | 14 | 4 | 0.02% | 0.12% | 0.23% | Q1 2016 | Q3 2020 | 18 |
LINCOLN NATIONAL CORP | 18 | 18 | 0.01% | 0.08% | 0.20% | Q4 2017 | Q1 2022 | 18 |
PROFFITT & GOODSON INC | 18 | 18 | 0.05% | 0.42% | 1.32% | Q3 2018 | Q4 2022 | 18 |
OPPENHEIMER & CO INC | 13 | 5 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q4 2021 | 18 |
AllSquare Wealth Management LLC | 12 | 6 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 18 |
Paulson Wealth Management Inc. | 8 | 1 | 0.12% | 0.74% | 2.82% | Q4 2017 | Q3 2023 | 18 |
Manning & Napier Group, LLC | 18 | 18 | 0.01% | 0.07% | 0.14% | Q4 2017 | Q1 2022 | 18 |
DUBUQUE BANK & TRUST CO | 16 | 1 | 0.01% | 0.89% | 2.48% | Q4 2017 | Q3 2023 | 18 |
MILLENNIUM MANAGEMENT LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2022 | 18 |
NewEdge Advisors, LLC | 17 | 1 | 0.04% | 0.21% | 0.38% | Q4 2018 | Q3 2023 | 18 |
Bison Wealth, LLC | 9 | 1 | 0.01% | 0.25% | 0.77% | Q2 2017 | Q2 2022 | 18 |
Ellevest, Inc. | 15 | 2 | 0.00% | 0.56% | 4.40% | Q4 2018 | Q1 2023 | 17 |
Biltmore Wealth Management, LLC | 17 | 17 | 12.96% | 24.24% | 36.72% | Q1 2019 | Q1 2023 | 17 |
Black Diamond Financial, LLC | 15 | 2 | 0.07% | 0.24% | 0.56% | Q4 2018 | Q1 2023 | 17 |
FLC Capital Advisors | 17 | 17 | 0.06% | 0.17% | 1.61% | Q4 2018 | Q4 2022 | 17 |
MERITAGE PORTFOLIO MANAGEMENT | 17 | 17 | 0.17% | 0.33% | 0.55% | Q3 2019 | Q3 2023 | 17 |
EVERGREEN CAPITAL MANAGEMENT LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Broadview Financial Management, LLC | 17 | 17 | 0.83% | 1.14% | 1.70% | Q4 2017 | Q4 2021 | 17 |
CMH Wealth Management LLC | 14 | 3 | 0.19% | 1.56% | 6.27% | Q4 2016 | Q1 2021 | 17 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 17 |
Foothills Asset Management, Ltd. | 17 | 17 | 0.36% | 0.84% | 1.28% | Q1 2016 | Q1 2020 | 17 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
Aviance Capital Partners, LLC | 9 | 8 | 0.09% | 0.33% | 0.46% | Q2 2016 | Q3 2023 | 17 |
SIGNET FINANCIAL MANAGEMENT, LLC | 17 | 17 | 0.20% | 0.46% | 0.96% | Q1 2016 | Q1 2020 | 17 |
Windsor Wealth Management, Inc. | 16 | 16 | 0.12% | 0.24% | 0.48% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Ameraudi Asset Management, Inc. | 16 | 16 | 1.04% | 1.49% | 2.39% | Q4 2019 | Q3 2023 | 16 |
Glenview Trust Co | 16 | 16 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q2 2023 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 16 | 0.03% | 0.06% | 0.09% | Q1 2016 | Q4 2019 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.18% | 0.52% | 0.93% | Q4 2019 | Q3 2023 | 16 |
SIGNATUREFD, LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
McNaughton Wealth Management, LLC | 16 | 16 | 0.93% | 1.30% | 1.61% | Q4 2019 | Q3 2023 | 16 |
Bangor Savings Bank | 9 | 1 | 0.00% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 16 |
Lido Advisors, LLC | 6 | 1 | 0.01% | 0.03% | 0.09% | Q1 2016 | Q1 2022 | 16 |
Pacific Edge Advisors, LLC | 16 | 16 | 1.83% | 3.09% | 4.49% | Q4 2017 | Q3 2021 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Castle Rock Wealth Management, LLC | 12 | 4 | 0.12% | 0.22% | 0.42% | Q3 2019 | Q3 2023 | 16 |
CABOT WEALTH MANAGEMENT INC | 16 | 16 | 0.04% | 0.22% | 0.54% | Q2 2016 | Q1 2020 | 16 |
Clearwater Capital Advisors, LLC | 10 | 6 | 0.05% | 0.20% | 0.74% | Q2 2016 | Q3 2023 | 16 |
OPTIMUM INVESTMENT ADVISORS | 14 | 1 | 0.07% | 0.14% | 0.20% | Q3 2017 | Q2 2021 | 15 |
RITHOLTZ WEALTH MANAGEMENT | 9 | 6 | 0.04% | 0.08% | 0.12% | Q3 2017 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 15 | 15 | 0.03% | 0.11% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Sargent Bickham Lagudis LLC | 13 | 2 | 0.00% | 0.08% | 0.56% | Q1 2016 | Q4 2019 | 15 |
Columbus Macro, LLC | 15 | 15 | 0.06% | 0.20% | 0.31% | Q4 2017 | Q2 2021 | 15 |
BOSTON ADVISORS LLC | 15 | 15 | 0.01% | 0.10% | 0.30% | Q1 2016 | Q3 2019 | 15 |
RIVERSEDGE ADVISORS, LLC | 15 | 15 | 0.26% | 0.87% | 2.09% | Q1 2020 | Q3 2023 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q4 2022 | 15 |
QP WEALTH MANAGEMENT, LLC | 15 | 15 | 0.30% | 1.04% | 1.84% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q4 2019 | 15 |
Apella Capital, LLC | 12 | 3 | 0.37% | 0.88% | 1.94% | Q1 2020 | Q4 2023 | 15 |
CONDOR CAPITAL MANAGEMENT | 14 | 1 | 0.65% | 0.94% | 1.28% | Q4 2018 | Q4 2022 | 15 |
PALLADIUM PARTNERS LLC | 15 | 15 | 0.02% | 0.07% | 0.09% | Q1 2016 | Q3 2019 | 15 |
BB&T SECURITIES, LLC | 15 | 15 | 0.12% | 0.17% | 0.20% | Q1 2016 | Q3 2019 | 15 |
COMERICA BANK | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 15 |
Syntal Capital Partners, LLC | 15 | 15 | 0.07% | 0.40% | 0.73% | Q1 2016 | Q3 2019 | 15 |
Greenwich Investment Management, Inc. | 12 | 3 | 0.18% | 2.07% | 5.87% | Q2 2017 | Q2 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
INVESTMENT PARTNERS, LTD. | 14 | 1 | 0.08% | 0.25% | 0.54% | Q1 2019 | Q3 2023 | 15 |
Mutual Advisors, LLC | 15 | 15 | 0.04% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Detalus Advisors, LLC | 15 | 15 | 0.16% | 0.93% | 2.71% | Q1 2020 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.01% | 0.04% | 0.11% | Q1 2020 | Q3 2023 | 15 |
FIDUCIARY TRUST CO | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2019 | 15 |
Elmwood Wealth Management, Inc. | 11 | 2 | 0.10% | 0.23% | 0.35% | Q1 2018 | Q1 2022 | 15 |
QUANTUM CAPITAL MANAGEMENT | 15 | 15 | 0.05% | 0.14% | 0.47% | Q1 2017 | Q3 2020 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.01% | 0.08% | 0.19% | Q1 2020 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.06% | 0.17% | 0.33% | Q4 2019 | Q3 2023 | 15 |
SUNTRUST BANKS INC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2019 | 15 |
TrinityPoint Wealth, LLC | 13 | 1 | 0.05% | 0.17% | 0.31% | Q3 2019 | Q1 2023 | 14 |
Sunflower Bank, N.A. | 14 | 14 | 0.55% | 4.50% | 9.12% | Q2 2020 | Q3 2023 | 14 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 14 | 14 | 1.11% | 1.58% | 2.04% | Q2 2020 | Q3 2023 | 14 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Personal Wealth Partners | 14 | 14 | 0.12% | 0.88% | 2.75% | Q4 2018 | Q1 2022 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q2 2023 | 14 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 1 | 0.04% | 0.15% | 0.36% | Q3 2018 | Q3 2022 | 14 |
HUNTINGTON NATIONAL BANK | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 14 |
BCS Wealth Management | 9 | 5 | 0.11% | 0.23% | 0.40% | Q4 2019 | Q3 2023 | 14 |
FLOW TRADERS U.S. LLC | 11 | 1 | 0.01% | 0.13% | 0.62% | Q2 2019 | Q3 2023 | 14 |
Migdal Insurance & Financial Holdings Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
East Coast Asset Management, LLC. | 14 | 14 | 0.06% | 0.13% | 0.28% | Q1 2016 | Q2 2019 | 14 |
WEBSTER BANK, N. A. | 13 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q4 2020 | 14 |
ALTFEST L J & CO INC | 7 | 7 | 0.48% | 2.70% | 3.52% | Q1 2020 | Q3 2023 | 14 |
Trust Co | 7 | 1 | 0.00% | 0.03% | 0.10% | Q3 2016 | Q3 2022 | 14 |
NIXON PEABODY TRUST CO | 14 | 14 | 0.28% | 0.41% | 0.59% | Q2 2018 | Q3 2021 | 14 |
REGIONS FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2019 | 14 |
Axiom Financial Strategies, LLC | 14 | 14 | 0.70% | 2.32% | 4.61% | Q1 2020 | Q2 2023 | 14 |
Pasadena Private Wealth, LLC | 14 | 14 | 0.18% | 1.19% | 12.33% | Q4 2018 | Q1 2022 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PEOPLES BANK /OH | 14 | 14 | 0.21% | 0.36% | 0.49% | Q1 2016 | Q2 2019 | 14 |
SVB WEALTH LLC | 14 | 14 | 0.00% | 0.03% | 0.13% | Q2 2019 | Q3 2022 | 14 |
Equitable Holdings, Inc. | 7 | 1 | 0.01% | 0.06% | 0.18% | Q4 2019 | Q3 2023 | 14 |
VALLEY NATIONAL ADVISERS INC | 11 | 3 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2022 | 14 |
Cetera Advisors LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 14 |
ETRADE Capital Management LLC | 13 | 13 | 0.02% | 0.25% | 0.54% | Q3 2017 | Q3 2020 | 13 |
Altus Wealth Management, LLC | 13 | 13 | 0.38% | 0.99% | 1.78% | Q3 2020 | Q3 2023 | 13 |
MASSMUTUAL TRUST CO FSB/ADV | 9 | 2 | 0.00% | 0.05% | 0.15% | Q3 2018 | Q4 2023 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2021 | 13 |
Venturi Wealth Management, LLC | 10 | 1 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 13 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 13 | 13 | 0.06% | 0.12% | 0.34% | Q1 2016 | Q1 2019 | 13 |
Compass Financial Group, Inc. | 13 | 13 | 0.25% | 0.80% | 1.59% | Q4 2016 | Q4 2019 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 7 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Apollon Wealth Management, LLC | 9 | 1 | 0.00% | 0.16% | 0.52% | Q4 2018 | Q3 2023 | 13 |
EP Wealth Advisors, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q1 2022 | 13 |
AT Bancorp | 13 | 13 | 0.09% | 0.28% | 0.54% | Q1 2016 | Q1 2019 | 13 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.01% | 0.21% | 0.44% | Q1 2016 | Q1 2019 | 13 |
RFG Advisory, LLC | 13 | 13 | 0.02% | 0.06% | 0.12% | Q2 2019 | Q2 2022 | 13 |
SAGE FINANCIAL GROUP INC | 8 | 5 | 0.10% | 0.39% | 1.76% | Q4 2016 | Q3 2020 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Independence Bank of Kentucky | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Live Your Vision, LLC | 13 | 13 | 1.43% | 2.07% | 3.08% | Q1 2016 | Q1 2019 | 13 |
Global Wealth Management Investment Advisory, Inc. | 13 | 13 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Private Capital Group, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q4 2020 | 13 |
FIRST CITIZENS BANK & TRUST CO | 6 | 6 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q1 2022 | 12 |
WEALTHSOURCE PARTNERS, LLC | 11 | 1 | 0.11% | 0.58% | 3.15% | Q1 2016 | Q3 2023 | 12 |
HOLLENCREST CAPITAL MANAGEMENT | 8 | 4 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 12 |
CWA Asset Management Group, LLC | 12 | 12 | 0.09% | 0.37% | 1.38% | Q4 2020 | Q3 2023 | 12 |
CEDAR HILL ASSOCIATES, LLC | 12 | 12 | 2.12% | 2.79% | 3.44% | Q1 2016 | Q4 2018 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.21% | 0.82% | Q4 2018 | Q3 2021 | 12 |
ALPHA WINDWARD LLC | 10 | 2 | 0.00% | 0.02% | 0.17% | Q1 2016 | Q3 2020 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.03% | 0.07% | 0.21% | Q4 2020 | Q3 2023 | 12 |
MMA ASSET MANAGEMENT LLC | 12 | 12 | 0.35% | 0.48% | 0.65% | Q4 2020 | Q3 2023 | 12 |
LAKE STREET PRIVATE WEALTH, LLC | 10 | 2 | 0.08% | 0.61% | 1.18% | Q3 2019 | Q3 2022 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 2 | 0.00% | 0.04% | 0.24% | Q4 2016 | Q3 2022 | 12 |
HOWARD WEALTH MANAGEMENT, LLC | 10 | 2 | 0.16% | 0.40% | 0.54% | Q4 2019 | Q4 2022 | 12 |
BREMER TRUST NATIONAL ASSOCIATION | 12 | 12 | 0.13% | 0.16% | 0.17% | Q1 2016 | Q4 2018 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.08% | 0.15% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Veritable, L.P. | 9 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2021 | 12 |
Windham Capital Management, LLC | 12 | 12 | 0.06% | 0.41% | 2.30% | Q1 2016 | Q4 2018 | 12 |
Ironwood Wealth Management, LLC. | 12 | 12 | 0.50% | 1.80% | 3.59% | Q4 2020 | Q3 2023 | 12 |
FLAGSHIP HARBOR ADVISORS, LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q1 2021 | 12 |
Independence Advisors, LLC | 12 | 12 | 0.48% | 0.99% | 2.06% | Q4 2017 | Q3 2020 | 12 |
DELTA ASSET MANAGEMENT LLC/TN | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.61% | 0.92% | 1.25% | Q4 2020 | Q3 2023 | 12 |
Parcion Private Wealth LLC | 11 | 1 | 0.11% | 1.00% | 3.95% | Q4 2019 | Q4 2022 | 12 |
Parallax Volatility Advisers, L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.07% | 0.38% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Relaxing Retirement Coach | 9 | 3 | 0.14% | 3.00% | 6.88% | Q2 2020 | Q2 2023 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 0.64% | 1.19% | 1.92% | Q4 2020 | Q3 2023 | 12 |
Smart Money Group LLC | 9 | 3 | 0.17% | 0.88% | 2.90% | Q4 2019 | Q2 2023 | 12 |
Corbenic Partners LLC | 11 | 1 | 0.00% | 0.55% | 3.46% | Q4 2017 | Q2 2022 | 12 |
Advisor OS, LLC | 11 | 1 | 0.04% | 0.37% | 0.79% | Q2 2020 | Q3 2023 | 12 |
Stonebridge Capital Advisors LLC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 12 |
QUADRANT CAPITAL GROUP LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 7 | 4 | 0.01% | 0.16% | 0.29% | Q1 2016 | Q4 2018 | 11 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q3 2022 | 11 |
Aspire Private Capital, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.08% | 0.12% | 0.15% | Q4 2018 | Q2 2021 | 11 |
Snowden Capital Advisors LLC | 7 | 1 | 0.01% | 0.03% | 0.18% | Q4 2016 | Q2 2023 | 11 |
REILLY FINANCIAL ADVISORS, LLC | 10 | 1 | 0.00% | 0.00% | 0.04% | Q1 2019 | Q4 2021 | 11 |
Visionary Wealth Advisors | 7 | 4 | 0.02% | 0.20% | 0.30% | Q4 2020 | Q3 2023 | 11 |
CALTON & ASSOCIATES, INC. | 9 | 1 | 0.03% | 0.05% | 0.09% | Q4 2017 | Q1 2022 | 11 |
IFG Advisory, LLC | 11 | 11 | 0.03% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Jentner Corp | 11 | 11 | 0.43% | 0.50% | 0.58% | Q1 2021 | Q3 2023 | 11 |
YHB Investment Advisors, Inc. | 11 | 11 | 0.02% | 0.09% | 0.23% | Q3 2020 | Q1 2023 | 11 |
Financial Management Professionals, Inc. | 5 | 1 | 0.01% | 0.36% | 0.86% | Q1 2018 | Q3 2023 | 11 |
AdvisorNet Financial, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 11 |
Canvas Wealth Advisors, LLC | 11 | 11 | 0.20% | 0.55% | 1.17% | Q1 2021 | Q3 2023 | 11 |
Moisand Fitzgerald Tamayo, LLC | 10 | 1 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q4 2019 | 11 |
O'Dell Group, LLC | 6 | 5 | 0.01% | 0.18% | 0.37% | Q4 2016 | Q3 2022 | 11 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.32% | 0.38% | 0.46% | Q1 2021 | Q3 2023 | 11 |
Callan Capital, LLC | 11 | 11 | 0.33% | 1.83% | 10.22% | Q2 2017 | Q4 2019 | 11 |
GIRARD PARTNERS LTD. | 11 | 11 | 0.05% | 0.07% | 0.09% | Q4 2016 | Q2 2019 | 11 |
PAX Financial Group, LLC | 11 | 11 | 0.06% | 0.20% | 0.38% | Q1 2021 | Q3 2023 | 11 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
IHT Wealth Management, LLC | 6 | 5 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 11 |
Ironsides Asset Advisors, LLC | 11 | 11 | 0.09% | 0.67% | 1.18% | Q1 2016 | Q3 2018 | 11 |
RELIANCE TRUST CO OF DELAWARE | 11 | 11 | 0.28% | 0.30% | 0.33% | Q3 2016 | Q1 2019 | 11 |
Leelyn Smith, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 11 |
Parsec Financial Management, Inc. | 11 | 11 | 0.01% | 0.03% | 0.17% | Q1 2020 | Q3 2022 | 11 |
FSA Wealth Management LLC | 11 | 11 | 0.62% | 1.40% | 2.24% | Q4 2019 | Q2 2022 | 11 |
CAPITAL ONE, NATIONAL ASSOCIATION | 10 | 1 | 0.04% | 0.10% | 0.43% | Q1 2016 | Q4 2019 | 11 |
TIEDEMANN ADVISORS, LLC | 8 | 1 | 0.04% | 0.08% | 0.12% | Q2 2017 | Q3 2022 | 11 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
IFG Advisors, LLC | 10 | 10 | 0.16% | 0.19% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Sigma Planning Corp | 7 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2021 | 10 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 8 | 2 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q1 2020 | 10 |
Perigon Wealth Management, LLC | 8 | 2 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q3 2023 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.52% | 0.86% | 1.14% | Q3 2021 | Q4 2023 | 10 |
Carmichael Hill & Associates, Inc. | 10 | 10 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Procyon Advisors, LLC | 10 | 10 | 0.08% | 0.18% | 0.29% | Q1 2020 | Q2 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q2 2022 | 10 |
D.A. DAVIDSON & CO. | 7 | 1 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q4 2022 | 10 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.08% | 0.19% | Q1 2017 | Q3 2022 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.34% | 1.72% | 3.00% | Q4 2015 | Q1 2018 | 10 |
Syverson Strege & Co | 10 | 10 | 0.01% | 1.98% | 3.50% | Q4 2020 | Q1 2023 | 10 |
PRINCIPAL FINANCIAL GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
XML Financial, LLC | 7 | 3 | 0.04% | 0.86% | 1.62% | Q1 2020 | Q2 2023 | 10 |
FINANCIAL CONSULATE, INC | 10 | 10 | 0.42% | 0.56% | 0.68% | Q4 2016 | Q1 2019 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 0.03% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 10 |
GREAT LAKES ADVISORS, LLC | 10 | 10 | 0.04% | 0.07% | 0.09% | Q1 2016 | Q2 2018 | 10 |
BOKF, NA | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2022 | 10 |
SENTINEL PENSION ADVISORS INC | 6 | 4 | 0.08% | 0.10% | 0.12% | Q1 2020 | Q3 2022 | 10 |
LVW Advisors, LLC | 10 | 10 | 0.16% | 0.25% | 0.37% | Q1 2016 | Q2 2018 | 10 |
Gratus Capital, LLC | 5 | 1 | 0.03% | 0.64% | 1.46% | Q1 2017 | Q1 2021 | 10 |
Gerber Kawasaki Wealth & Investment Management | 10 | 10 | 0.02% | 0.30% | 0.62% | Q2 2021 | Q3 2023 | 10 |
PEDDOCK CAPITAL ADVISORS, LLC | 10 | 10 | 0.18% | 0.62% | 0.94% | Q1 2021 | Q2 2023 | 10 |
Wealth Alliance Advisory Group, LLC | 10 | 10 | 0.14% | 0.58% | 1.28% | Q4 2017 | Q1 2020 | 10 |
Wealthstar Advisors, LLC | 10 | 10 | 0.11% | 0.13% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Gladstone Institutional Advisory LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Kingsview Wealth Management, LLC | 6 | 3 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Accuvest Global Advisors | 4 | 1 | 0.06% | 0.47% | 1.71% | Q1 2016 | Q3 2018 | 9 |
Brand Asset Management Group, Inc. | 9 | 9 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q1 2021 | 9 |
COMERICA SECURITIES,INC. | 8 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2022 | 9 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
ONE Advisory Partners, LLC | 5 | 1 | 0.17% | 0.57% | 0.94% | Q1 2021 | Q3 2023 | 9 |
Clearview Wealth Advisors LLC | 9 | 9 | 0.02% | 0.16% | 0.54% | Q4 2020 | Q4 2022 | 9 |
StoneX Group Inc. | 9 | 9 | 0.03% | 0.08% | 0.20% | Q4 2019 | Q4 2021 | 9 |
ROPES WEALTH ADVISORS LLC | 7 | 1 | 0.00% | 0.03% | 0.04% | Q4 2016 | Q2 2022 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q4 2021 | 9 |
Cypress Capital, LLC | 3 | 2 | 0.01% | 0.09% | 0.16% | Q4 2018 | Q4 2021 | 9 |
Strategic Financial Services, Inc, | 9 | 9 | 0.08% | 0.28% | 0.71% | Q4 2019 | Q4 2021 | 9 |
Jacobi Capital Management LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 9 |
INR ADVISORY SERVICES LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 9 |
Ironwood Investment Counsel, LLC | 5 | 4 | 0.05% | 0.13% | 0.29% | Q3 2017 | Q2 2021 | 9 |
PARK AVENUE SECURITIES LLC | 8 | 1 | 0.00% | 0.03% | 0.10% | Q1 2016 | Q4 2022 | 9 |
Alhambra Investment Management LLC | 9 | 9 | 0.25% | 0.29% | 0.38% | Q2 2021 | Q2 2023 | 9 |
BELLEVUE ASSET MANAGEMENT, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q1 2022 | 9 |
Compagnie Lombard Odier SCmA | 9 | 9 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q1 2018 | 9 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 5 | 4 | 0.18% | 0.25% | 0.73% | Q2 2017 | Q3 2019 | 9 |
Clear Perspective Advisors, LLC | 7 | 2 | 0.03% | 0.09% | 0.13% | Q4 2016 | Q3 2019 | 9 |
Laidlaw Wealth Management LLC | 8 | 1 | 0.03% | 0.15% | 0.27% | Q4 2019 | Q1 2022 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.11% | 1.14% | 1.94% | Q3 2021 | Q3 2023 | 9 |
Legacy Bridge, LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
First Heartland Consultants, Inc. | 5 | 4 | 0.04% | 0.07% | 0.11% | Q4 2017 | Q1 2021 | 9 |
Avantax Planning Partners, Inc. | 8 | 1 | 0.01% | 0.07% | 0.20% | Q4 2016 | Q3 2023 | 9 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 9 | 0.01% | 0.02% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.05% | 0.61% | 0.90% | Q3 2021 | Q3 2023 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.39% | 0.77% | 1.18% | Q1 2020 | Q1 2022 | 9 |
SignalPoint Asset Management, LLC | 9 | 9 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q4 2021 | 9 |
NORTHERN TRUST CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 9 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 9 |
Arden Trust Co | 9 | 9 | 0.03% | 0.20% | 0.27% | Q2 2019 | Q2 2021 | 9 |
ACG Wealth | 8 | 8 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q2 2019 | 8 |
HILL ISLAND FINANCIAL LLC | 8 | 8 | 0.69% | 0.96% | 1.16% | Q4 2021 | Q3 2023 | 8 |
Johnson Financial Group, LLC | 3 | 1 | 0.03% | 1.02% | 4.88% | Q4 2016 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Mason & Associates Inc | 8 | 8 | 0.11% | 0.17% | 0.22% | Q4 2021 | Q3 2023 | 8 |
TRANSCEND CAPITAL ADVISORS, LLC | 5 | 1 | 0.03% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
SteelPeak Wealth, LLC | 8 | 8 | 0.12% | 0.17% | 0.23% | Q1 2021 | Q4 2022 | 8 |
Antonetti Capital Management LLC | 8 | 8 | 0.55% | 0.77% | 0.94% | Q4 2021 | Q3 2023 | 8 |
STOCK YARDS BANK & TRUST CO | 8 | 8 | 0.04% | 0.05% | 0.05% | Q2 2016 | Q1 2018 | 8 |
Quent Capital, LLC | 8 | 8 | 1.02% | 3.64% | 5.41% | Q4 2021 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.02% | 0.16% | 0.28% | Q2 2021 | Q1 2023 | 8 |
Brio Consultants, LLC | 6 | 2 | 0.07% | 0.25% | 1.15% | Q4 2018 | Q3 2023 | 8 |
Aquire Wealth Advisors, LLC | 8 | 8 | 1.84% | 2.39% | 2.80% | Q4 2021 | Q3 2023 | 8 |
Merriman Wealth Management, LLC | 8 | 8 | 0.05% | 0.20% | 0.71% | Q1 2018 | Q4 2019 | 8 |
MY Wealth Management Inc. | 8 | 8 | 0.35% | 2.16% | 5.72% | Q4 2021 | Q3 2023 | 8 |
Belpointe Asset Management LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2023 | 8 |
Friedenthal Financial | 8 | 8 | 0.63% | 0.66% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Glassman Wealth Services | 7 | 1 | 0.01% | 0.05% | 0.12% | Q1 2016 | Q4 2021 | 8 |
Curi Wealth Management, LLC | 8 | 8 | 0.04% | 0.11% | 0.19% | Q4 2020 | Q3 2022 | 8 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6 | 1 | 0.00% | 0.02% | 0.08% | Q1 2021 | Q3 2023 | 8 |
Evercore Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.11% | 0.20% | Q4 2021 | Q3 2023 | 8 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.01% | 0.02% | 0.09% | Q3 2017 | Q2 2023 | 8 |
Plancorp, LLC | 8 | 8 | 2.28% | 17.59% | 32.28% | Q4 2016 | Q3 2018 | 8 |
Colorado Capital Management, Inc. | 8 | 8 | 0.32% | 0.55% | 0.65% | Q2 2021 | Q1 2023 | 8 |
Sightline Wealth Advisors, LLC | 4 | 1 | 0.33% | 0.58% | 0.75% | Q4 2020 | Q3 2023 | 8 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q2 2022 | 8 |
BOK Financial Private Wealth, Inc. | 8 | 8 | 0.10% | 0.14% | 0.19% | Q2 2016 | Q1 2018 | 8 |
DERBY & COMPANY, INC | 8 | 8 | 1.50% | 2.02% | 2.32% | Q4 2019 | Q3 2021 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.04% | 0.11% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
CAPITAL INSIGHT PARTNERS, LLC | 8 | 8 | 0.10% | 0.12% | 0.14% | Q3 2020 | Q2 2022 | 8 |
Spinnaker Investment Group, LLC | 8 | 8 | 0.12% | 0.27% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Great Point Wealth Advisors, LLC | 8 | 8 | 0.26% | 0.41% | 0.52% | Q1 2019 | Q4 2020 | 8 |
First International Bank & Trust | 8 | 8 | 0.43% | 0.68% | 1.06% | Q4 2021 | Q3 2023 | 8 |
Valeo Financial Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 8 |
Anson Capital, Inc. | 8 | 8 | 1.21% | 2.63% | 5.37% | Q4 2021 | Q3 2023 | 8 |
WEALTH MANAGEMENT RESOURCES, INC. | 8 | 8 | 0.18% | 0.43% | 0.86% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 5 | 3 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2022 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.01% | 0.25% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Argent Trust Co | 8 | 8 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q2 2020 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.10% | 0.59% | 1.54% | Q4 2020 | Q3 2022 | 8 |
EVERMAY WEALTH MANAGEMENT LLC | 8 | 8 | 0.00% | 0.15% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Summit Financial Wealth Advisors, LLC | 8 | 8 | 0.11% | 0.14% | 0.20% | Q1 2018 | Q4 2019 | 8 |
Family Management Corp | 5 | 1 | 0.00% | 0.12% | 0.43% | Q4 2018 | Q2 2022 | 7 |
BKA Wealth Consulting, Inc. | 7 | 7 | 0.32% | 0.37% | 0.42% | Q1 2022 | Q3 2023 | 7 |
MANNING & NAPIER ADVISORS LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q3 2017 | 7 |
ClearBridge Investments | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.16% | 0.25% | 0.35% | Q4 2021 | Q2 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.08% | 0.31% | 0.73% | Q1 2022 | Q3 2023 | 7 |
Financial Strategies Group, Inc. | 7 | 7 | 0.10% | 0.20% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Legacy Wealth Partners, Inc. | 7 | 7 | 1.03% | 1.23% | 1.55% | Q4 2019 | Q2 2021 | 7 |
LWS Wealth Advisors, Inc. | 6 | 1 | 0.07% | 0.32% | 0.65% | Q4 2019 | Q3 2023 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 1.11% | 1.22% | 1.35% | Q4 2021 | Q3 2023 | 7 |
Cable Hill Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
Financial Council Asset Management Inc | 7 | 7 | 0.13% | 0.91% | 1.42% | Q3 2021 | Q1 2023 | 7 |
Destination Wealth Management | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2019 | 7 |
ERTS Wealth Advisors, LLC | 7 | 7 | 0.15% | 0.49% | 0.86% | Q1 2022 | Q3 2023 | 7 |
SAGE PRIVATE WEALTH GROUP, LLC | 5 | 2 | 0.03% | 0.04% | 0.08% | Q4 2020 | Q3 2022 | 7 |
JNBA Financial Advisors | 6 | 1 | 0.00% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Goodman Advisory Group, LLC | 6 | 1 | 0.00% | 0.19% | 0.57% | Q4 2021 | Q3 2023 | 7 |
Archford Capital Strategies, LLC | 5 | 2 | 0.00% | 0.05% | 0.11% | Q1 2016 | Q2 2018 | 7 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 7 | 7 | 0.08% | 0.16% | 0.26% | Q3 2020 | Q1 2022 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.05% | 0.15% | 0.24% | Q1 2022 | Q3 2023 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 2 | 0.02% | 0.16% | 0.42% | Q4 2016 | Q2 2022 | 7 |
Biltmore Capital Advisors LLC | 7 | 7 | 0.09% | 0.27% | 0.58% | Q1 2019 | Q3 2020 | 7 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 5 | 2 | 0.02% | 0.06% | 0.07% | Q4 2018 | Q3 2023 | 7 |
Raab & Moskowitz Asset Management LLC | 7 | 7 | 0.10% | 0.11% | 0.12% | Q1 2016 | Q3 2017 | 7 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 7 | 7 | 0.05% | 0.23% | 0.29% | Q1 2018 | Q3 2019 | 7 |
Aurora Private Wealth, Inc. | 3 | 2 | 0.09% | 1.34% | 3.78% | Q4 2019 | Q4 2021 | 7 |
Windsor Capital Management, LLC | 7 | 7 | 0.18% | 0.24% | 0.33% | Q1 2016 | Q3 2017 | 7 |
MEEDER ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Ausdal Financial Partners, Inc. | 6 | 1 | 0.06% | 0.08% | 0.12% | Q1 2019 | Q2 2022 | 7 |
MONARCH CAPITAL MANAGEMENT INC/ | 7 | 7 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q1 2023 | 7 |
Vista Private Wealth Partners. LLC | 4 | 3 | 0.14% | 0.25% | 0.39% | Q3 2017 | Q1 2020 | 7 |
Rockwood Wealth Management, LLC | 4 | 3 | 0.22% | 0.31% | 0.37% | Q4 2021 | Q3 2023 | 7 |
Commonwealth Equity Services, Inc | 7 | 7 | 0.37% | 0.41% | 0.46% | Q1 2016 | Q3 2017 | 7 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.08% | 0.36% | 0.85% | Q4 2017 | Q2 2019 | 7 |
ROCKLAND TRUST CO | 6 | 1 | 0.03% | 0.08% | 0.20% | Q1 2019 | Q3 2023 | 7 |
Keebeck Wealth Management, LLC | 7 | 7 | 0.07% | 0.19% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Collaborative Wealth Managment Inc. | 4 | 1 | 0.12% | 0.19% | 0.24% | Q1 2021 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 7 |
Bedel Financial Consulting, Inc. | 4 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 7 |
TELEMUS CAPITAL, LLC | 6 | 1 | 0.01% | 0.08% | 0.13% | Q4 2017 | Q3 2023 | 7 |
COMERICA SECURITIES INC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q4 2017 | 7 |
Confluence Wealth Management LLC | 6 | 1 | 0.10% | 0.12% | 0.16% | Q2 2016 | Q2 2019 | 7 |
Independent Portfolio Consultants, Inc. | 6 | 6 | 0.39% | 0.52% | 0.62% | Q1 2016 | Q2 2017 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 6 |
Burt Wealth Advisors | 4 | 2 | 0.05% | 0.17% | 0.28% | Q3 2018 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
IFC Holdings Incorporated/FL | 5 | 1 | 0.02% | 0.08% | 0.39% | Q1 2016 | Q3 2017 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 6 |
FC Advisory LLC | 6 | 6 | 0.44% | 0.64% | 0.74% | Q3 2022 | Q4 2023 | 6 |
NWK Group, Inc. | 6 | 6 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q1 2021 | 6 |
HCR Wealth Advisors | 6 | 6 | 0.04% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
One Wealth Advisors, LLC | 4 | 1 | 0.12% | 0.35% | 0.56% | Q3 2021 | Q3 2023 | 6 |
Freestone Capital Holdings, LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Tradewinds Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
WFG Advisors, LP | 6 | 6 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q2 2017 | 6 |
Stratos Wealth Advisors, LLC | 4 | 2 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 6 |
Newport Capital Group, LLC | 6 | 6 | 3.60% | 4.00% | 4.19% | Q4 2020 | Q1 2022 | 6 |
Opal Wealth Advisors, LLC | 6 | 6 | 1.49% | 19.33% | 27.90% | Q2 2022 | Q3 2023 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 6 |
Covenant Multifamily Offices, LLC | 6 | 6 | 0.04% | 0.13% | 0.21% | Q2 2019 | Q3 2020 | 6 |
Prairiewood Capital, LLC | 6 | 6 | 0.41% | 0.75% | 1.42% | Q2 2021 | Q3 2022 | 6 |
Virtu KCG Holdings LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q2 2017 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Chevy Chase Trust Holdings, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2017 | 6 |
Pinnacle Advisory Group, Inc. | 4 | 2 | 0.02% | 0.10% | 0.30% | Q4 2016 | Q4 2019 | 6 |
WealthTrust Fairport, LLC | 4 | 2 | 0.00% | 0.03% | 0.04% | Q1 2016 | Q2 2018 | 6 |
Prosperity Planning, Inc. | 6 | 6 | 0.43% | 0.59% | 0.90% | Q2 2022 | Q3 2023 | 6 |
Sowell Financial Services LLC | 2 | 1 | 0.00% | 0.02% | 0.13% | Q4 2018 | Q1 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
DRAVO BAY LLC | 5 | 1 | 0.02% | 0.27% | 0.54% | Q1 2022 | Q3 2023 | 6 |
Magnus Financial Group LLC | 6 | 6 | 0.11% | 0.15% | 0.21% | Q4 2018 | Q1 2020 | 6 |
Wealth CMT | 6 | 6 | 0.67% | 1.68% | 3.11% | Q1 2022 | Q2 2023 | 6 |
SEGALL BRYANT & HAMILL, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
SUTTON PLACE INVESTORS LLC | 2 | 2 | 0.26% | 0.34% | 0.43% | Q4 2021 | Q3 2023 | 6 |
USA FINANCIAL FORMULAS | 3 | 1 | 0.00% | 2.28% | 4.99% | Q1 2016 | Q4 2020 | 6 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 1 | 0.02% | 0.13% | 0.26% | Q1 2020 | Q3 2023 | 6 |
INVESTMENT CENTERS OF AMERICA INC | 5 | 1 | 0.02% | 0.04% | 0.13% | Q1 2016 | Q3 2017 | 6 |
High Note Wealth, LLC | 5 | 5 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q4 2021 | 5 |
Everhart Financial Group, Inc. | 3 | 1 | 0.15% | 0.26% | 0.42% | Q4 2020 | Q3 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.79% | 0.84% | 0.90% | Q4 2022 | Q4 2023 | 5 |
TRUEWEALTH LLC | 5 | 5 | 0.06% | 0.12% | 0.17% | Q4 2017 | Q4 2018 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
TimeScale Financial, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2020 | 5 |
LBA Wealth Management, LLC | 5 | 5 | 3.18% | 3.36% | 3.63% | Q1 2016 | Q1 2017 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 5 |
HL FINANCIAL SERVICES LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2019 | 5 |
Mayflower Financial Advisors, LLC | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Baystate Wealth Management LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2020 | 5 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 5 |
McBroom & Associates, LLC | 5 | 5 | 0.18% | 0.24% | 0.35% | Q4 2021 | Q4 2022 | 5 |
Barrett Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
JFG Wealth Management, LLC | 5 | 5 | 0.11% | 0.14% | 0.23% | Q3 2022 | Q3 2023 | 5 |
MidWestOne Financial Group, Inc. | 4 | 1 | 0.21% | 0.31% | 0.36% | Q2 2019 | Q3 2020 | 5 |
Joseph P. Lucia & Associates, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 5 |
Bridgeworth, LLC | 3 | 2 | 0.08% | 0.15% | 0.21% | Q4 2016 | Q2 2018 | 5 |
My Legacy Advisors, LLC | 5 | 5 | 0.09% | 0.13% | 0.20% | Q3 2022 | Q3 2023 | 5 |
FIRST INTERSTATE BANK | 5 | 5 | 0.02% | 0.10% | 0.20% | Q2 2022 | Q2 2023 | 5 |
AlphaMark Advisors, LLC | 5 | 5 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q1 2021 | 5 |
CapWealth Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q2 2023 | 5 |
ECLECTIC ASSOCIATES INC /ADV | 5 | 5 | 0.23% | 0.29% | 0.32% | Q4 2021 | Q4 2022 | 5 |
Balentine LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WADDELL & ASSOCIATES, LLC | 5 | 5 | 0.07% | 0.07% | 0.09% | Q3 2021 | Q3 2022 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4 | 1 | 0.08% | 0.27% | 0.46% | Q4 2020 | Q1 2022 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 5 |
Sharkey, Howes & Javer | 5 | 5 | 0.15% | 1.01% | 3.39% | Q3 2022 | Q3 2023 | 5 |
Surevest, LLC | 5 | 5 | 0.09% | 0.12% | 0.17% | Q4 2018 | Q4 2019 | 5 |
PagnatoKarp Partners LLC | 5 | 5 | 0.13% | 0.15% | 0.18% | Q1 2019 | Q1 2020 | 5 |
ZEKE CAPITAL ADVISORS, LLC | 5 | 5 | 0.34% | 0.81% | 1.35% | Q4 2016 | Q4 2017 | 5 |
Qube Research & Technologies Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
WEST MICHIGAN ADVISORS, LLC | 5 | 5 | 0.36% | 0.61% | 0.92% | Q4 2021 | Q4 2022 | 5 |
Merit Financial Group, LLC | 4 | 1 | 0.01% | 0.03% | 0.09% | Q2 2022 | Q3 2023 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
55I, LLC | 5 | 5 | 0.07% | 0.15% | 0.27% | Q1 2021 | Q1 2022 | 5 |
Manhattan West Asset Management, LLC | 5 | 5 | 0.81% | 1.62% | 2.20% | Q2 2022 | Q2 2023 | 5 |
QCI ASSET MANAGEMENT INC/NY | 5 | 5 | 0.64% | 1.23% | 1.51% | Q3 2020 | Q3 2021 | 5 |
Integrated Wealth Management | 5 | 5 | 0.35% | 0.40% | 0.45% | Q1 2016 | Q1 2017 | 5 |
Capital Directions Investment Advisors, LLC | 4 | 1 | 0.00% | 0.03% | 0.07% | Q3 2021 | Q4 2022 | 5 |
NWAM LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 5 |
WBH ADVISORY INC | 3 | 2 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q2 2022 | 5 |
Apexium Financial, LP | 5 | 5 | 0.05% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
J.W. COLE ADVISORS, INC. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
AdvicePeriod, LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q2 2021 | 5 |
MGO ONE SEVEN LLC | 5 | 5 | 0.10% | 0.14% | 0.20% | Q4 2019 | Q4 2020 | 5 |
PRUDENTIAL FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Resonant Capital Advisors, LLC | 5 | 5 | 0.06% | 0.12% | 0.20% | Q2 2022 | Q2 2023 | 5 |
Grove Bank & Trust | 4 | 1 | 0.01% | 0.03% | 0.08% | Q1 2016 | Q2 2018 | 5 |
Brookstone Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
COZAD ASSET MANAGEMENT INC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q2 2021 | 5 |
Goodwin Investment Advisory | 5 | 5 | 0.02% | 0.13% | 0.22% | Q4 2021 | Q4 2022 | 5 |
Hurlow Wealth Management Group, Inc. | 5 | 5 | 0.56% | 0.62% | 0.71% | Q3 2022 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2021 | 5 |
Column Capital Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
GABLES CAPITAL MANAGEMENT INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Legacy Private Trust Co. | 4 | 4 | 0.11% | 0.12% | 0.15% | Q1 2016 | Q4 2016 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.24% | 0.52% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Strategic Blueprint, LLC | 3 | 1 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 4 |
Summit Financial, LLC | 3 | 1 | 0.02% | 0.12% | 0.30% | Q4 2021 | Q1 2023 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Eagle Strategies LLC | 4 | 4 | 0.47% | 0.88% | 1.22% | Q4 2022 | Q3 2023 | 4 |
Yellowstone Partners, LLC | 2 | 1 | 0.12% | 0.35% | 0.78% | Q4 2013 | Q2 2016 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.00% | 0.17% | 0.66% | Q4 2022 | Q3 2023 | 4 |
BAINCO INTERNATIONAL INVESTORS | 3 | 1 | 0.00% | 0.09% | 0.12% | Q1 2018 | Q4 2020 | 4 |
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 4 | 4 | 0.22% | 0.26% | 0.30% | Q4 2020 | Q3 2021 | 4 |
CAPE COD FIVE CENTS SAVINGS BANK | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
BlackRock Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q4 2020 | 4 |
VICTORY CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bristlecone Advisors, LLC | 2 | 1 | 0.02% | 0.14% | 0.22% | Q1 2016 | Q1 2023 | 4 |
Oakwell Private Wealth Management, LLC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q3 2022 | Q2 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.12% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 1.74% | 2.07% | 2.36% | Q4 2022 | Q3 2023 | 4 |
V Wealth Advisors LLC | 3 | 1 | 0.05% | 0.14% | 0.18% | Q2 2021 | Q2 2023 | 4 |
MSI Financial Services Inc | 4 | 4 | 0.04% | 0.08% | 0.19% | Q1 2016 | Q4 2016 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.13% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Birchcreek Wealth Management, LLC | 4 | 4 | 0.29% | 0.35% | 0.46% | Q4 2020 | Q3 2021 | 4 |
FREEDOM WEALTH ALLIANCE, LLC | 4 | 4 | 0.27% | 0.44% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q1 2022 | 4 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.06% | 0.22% | Q4 2022 | Q3 2023 | 4 |
CENTRAL BANK & TRUST CO | 4 | 4 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q4 2021 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Avidian Wealth Solutions, LLC | 3 | 1 | 0.02% | 0.23% | 0.66% | Q4 2021 | Q4 2022 | 4 |
BROWN BROTHERS HARRIMAN & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
St. Johns Investment Management Company, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
USAdvisors Wealth Management, LLC | 4 | 4 | 0.17% | 0.53% | 0.76% | Q1 2020 | Q4 2020 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Advisory Alpha, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2023 | 4 |
Paradigm Financial Advisors, LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q1 2021 | Q4 2021 | 4 |
Kathmere Capital Management, LLC | 2 | 2 | 0.01% | 1.03% | 2.22% | Q4 2019 | Q4 2020 | 4 |
Tidal Investments LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Marcum Wealth, LLC | 4 | 4 | 0.04% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 4 |
HOHIMER WEALTH MANAGEMENT, LLC | 4 | 4 | 0.29% | 0.40% | 0.58% | Q4 2021 | Q3 2022 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Clifford Group, LLC | 4 | 4 | 2.08% | 2.31% | 2.40% | Q4 2022 | Q3 2023 | 4 |
Tennessee Valley Asset Management Partners | 4 | 4 | 0.22% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Gradient Capital Advisors, LLC | 4 | 4 | 0.27% | 0.47% | 0.66% | Q4 2017 | Q3 2018 | 4 |
TCF National Bank | 3 | 1 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q1 2021 | 4 |
LOWE BROCKENBROUGH & CO INC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2022 | 4 |
M Holdings Securities, Inc. | 4 | 4 | 0.08% | 0.10% | 0.12% | Q2 2018 | Q1 2019 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 2.75% | 3.12% | 3.66% | Q4 2017 | Q3 2018 | 4 |
Tilson Financial Group, Inc. | 4 | 4 | 2.40% | 3.10% | 5.12% | Q4 2022 | Q3 2023 | 4 |
PFS INVESTMENTS INC. | 4 | 4 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q4 2019 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Physician Wealth Advisors, Inc. | 3 | 1 | 0.08% | 0.11% | 0.13% | Q1 2020 | Q1 2022 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 4 |
Balboa Wealth Partners | 4 | 4 | 0.10% | 0.16% | 0.19% | Q3 2022 | Q2 2023 | 4 |
Sheaff Brock Investment Advisors, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q1 2016 | Q4 2016 | 4 |
ShoreHaven Wealth Partners, LLC | 2 | 1 | 0.27% | 0.30% | 0.32% | Q3 2022 | Q2 2023 | 3 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 3 |
PRICE T ROWE ASSOCIATES INC /MD/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Key FInancial Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Econ Financial Services Corp | 2 | 1 | 0.01% | 0.37% | 0.80% | Q2 2019 | Q1 2022 | 3 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 3 | 3 | 0.17% | 0.34% | 0.68% | Q3 2019 | Q1 2020 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Lourd Capital, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q2 2019 | 3 |
KHP Capital, LLC | 3 | 3 | 0.33% | 0.46% | 0.64% | Q1 2018 | Q3 2018 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
WESTWOOD HOLDINGS GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Bernardo Wealth Planning LLC | 3 | 3 | 0.32% | 0.38% | 0.45% | Q3 2020 | Q1 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
WCG Wealth Advisors LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 3 |
VISTA FINANCE, LLC | 2 | 1 | 1.65% | 2.62% | 4.36% | Q4 2021 | Q3 2022 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Sandy Spring Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Riggs Asset Managment Co. Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Chicago Partners Investment Group LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Wedmont Private Capital | 3 | 3 | 0.10% | 0.11% | 0.13% | Q4 2021 | Q2 2022 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2021 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Virtue Capital Management, LLC | 3 | 3 | 0.17% | 0.21% | 0.23% | Q3 2021 | Q1 2022 | 3 |
LMCG INVESTMENTS, LLC | 3 | 3 | 0.24% | 0.25% | 0.28% | Q1 2022 | Q3 2022 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
RGT Wealth Advisors, LLC | 3 | 3 | 0.14% | 0.16% | 0.17% | Q4 2021 | Q2 2022 | 3 |
Bremer Bank National Association | 2 | 1 | 0.12% | 0.30% | 0.65% | Q1 2019 | Q4 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Mattern Wealth Management LLC | 3 | 3 | 0.38% | 0.60% | 0.99% | Q4 2019 | Q2 2020 | 3 |
BigSur Wealth Management LLC | 3 | 3 | 0.65% | 0.70% | 0.73% | Q3 2017 | Q1 2018 | 3 |
ASB Consultores, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2022 | Q3 2022 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Capital One Investing, Inc. | 3 | 3 | 0.46% | 0.58% | 0.67% | Q1 2019 | Q3 2019 | 3 |
PFG Advisors | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 3 |
Gerstein Fisher | 3 | 3 | 0.55% | 0.58% | 0.61% | Q1 2016 | Q3 2016 | 3 |
LITTLE HOUSE CAPITAL LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2019 | Q3 2019 | 3 |
Simplicity Solutions, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q4 2020 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q3 2019 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
USCA RIA LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q1 2020 | 3 |
TCWP LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q4 2022 | 3 |
CYPRESS FINANCIAL PLANNING LLC | 3 | 3 | 0.14% | 0.18% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Bernicke Wealth Management, Ltd. | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2016 | Q3 2016 | 3 |
Lombard Odier Transatlantic Ltd | 3 | 3 | 0.79% | 0.85% | 0.88% | Q1 2016 | Q3 2016 | 3 |
Advisor Resource Council | 3 | 3 | 0.18% | 0.26% | 0.39% | Q1 2023 | Q3 2023 | 3 |
DAVIDSON INVESTMENT ADVISORS | 3 | 3 | 0.37% | 0.51% | 0.78% | Q1 2023 | Q3 2023 | 3 |
SII INVESTMENTS INC/WI | 2 | 1 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q4 2016 | 3 |
MUFG Americas Holdings Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Tradition Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Clean Yield Group | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.02% | 0.06% | 0.15% | Q4 2020 | Q2 2021 | 3 |
Providence Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Virtu Financial LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q2 2018 | 3 |
Tanglewood Legacy Advisors, LLC | 3 | 3 | 0.40% | 0.42% | 0.44% | Q1 2023 | Q3 2023 | 3 |
MRA Associates USA LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Bowman & Co S.C. | 3 | 3 | 0.16% | 0.51% | 0.80% | Q1 2022 | Q3 2022 | 3 |
Grey Fox Wealth Advisors, LLC | 2 | 1 | 0.04% | 0.35% | 0.94% | Q4 2022 | Q3 2023 | 3 |
CHOREO, LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q3 2016 | Q3 2017 | 3 |
VALICENTI ADVISORY SERVICES INC | 3 | 3 | 0.36% | 0.38% | 0.42% | Q3 2016 | Q1 2017 | 3 |
MYECFO, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q2 2023 | 3 |
Sterling Investment Advisors, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
RDA Financial Network | 3 | 3 | 0.14% | 0.18% | 0.24% | Q3 2021 | Q1 2022 | 3 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q1 2022 | 3 |
High Falls Advisors, Inc | 2 | 1 | 0.09% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Cedar Brook Financial Partners, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.24% | 0.32% | 0.38% | Q2 2022 | Q4 2022 | 3 |
Investors Research Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 3 |
CHEMICAL BANK | 3 | 3 | 0.06% | 0.08% | 0.13% | Q1 2018 | Q3 2018 | 3 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.08% | 0.20% | Q4 2018 | Q1 2021 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Schneider Downs Wealth Management Advisors, LP | 2 | 1 | 0.08% | 0.70% | 1.92% | Q3 2016 | Q2 2021 | 3 |
Neuberger Berman Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q2 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
RFG HOLDINGS, INC. | 2 | 1 | 0.11% | 0.14% | 0.17% | Q4 2020 | Q1 2022 | 3 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 2 |
RIA Advisory Group LLC | 2 | 2 | 0.11% | 0.14% | 0.17% | Q4 2022 | Q1 2023 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 2 |
JACOBSON & SCHMITT ADVISORS, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q4 2022 | 2 |
Hoxton Planning & Management, LLC | 2 | 2 | 0.97% | 1.17% | 1.37% | Q4 2022 | Q1 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
FRONTIER INVESTMENT MGMT CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Cypress Wealth Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q2 2023 | 2 |
ZACKS INVESTMENT MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
KM Capital Management Ltd. | 2 | 2 | 0.53% | 1.42% | 2.30% | Q2 2023 | Q3 2023 | 2 |
ACCESS FINANCIAL SERVICES, INC. | 2 | 2 | 0.21% | 0.24% | 0.28% | Q4 2016 | Q1 2017 | 2 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Atlantic Union Bankshares Corp | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2017 | Q3 2017 | 2 |
Highview Capital Management LLC/DE/ | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2022 | Q1 2023 | 2 |
Agate Pass Investment Management, LLC | 1 | 1 | 0.16% | 0.25% | 0.34% | Q2 2022 | Q4 2023 | 2 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2017 | Q1 2018 | 2 |
Hamilton Capital, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.44% | 0.46% | 0.49% | Q2 2016 | Q3 2016 | 2 |
Stone Point Wealth LLC | 2 | 2 | 0.19% | 0.30% | 0.42% | Q4 2021 | Q1 2022 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.05% | 0.06% | 0.08% | Q2 2016 | Q4 2021 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Claro Advisors LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q3 2022 | 2 |
BBVA USA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Astoria Strategic Wealth, Inc. | 2 | 2 | 3.33% | 4.12% | 4.91% | Q4 2019 | Q1 2020 | 2 |
Rodgers & Associates, LTD | 2 | 2 | 0.22% | 0.23% | 0.23% | Q4 2020 | Q1 2021 | 2 |
Astoria Portfolio Advisors LLC. | 2 | 2 | 0.65% | 0.75% | 0.86% | Q2 2022 | Q3 2022 | 2 |
Capital Investment Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 2 |
Bramshill Investments, LLC | 2 | 2 | 0.01% | 0.06% | 0.11% | Q2 2017 | Q3 2017 | 2 |
Wealth Alliance | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q2 2023 | 2 |
Fulcrum Capital LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q1 2019 | Q2 2019 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Capital Bank & Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Hayden Royal, LLC | 1 | 1 | 0.14% | 0.15% | 0.15% | Q1 2020 | Q3 2020 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q3 2016 | 2 |
CITY HOLDING CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q2 2016 | 2 |
Avalon Trust Co | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Armstrong, Fleming & Moore, Inc | 2 | 2 | 0.24% | 0.35% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 0.43% | 0.72% | 1.02% | Q2 2023 | Q3 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
PFW Advisors LLC | 2 | 2 | 0.29% | 0.30% | 0.30% | Q2 2023 | Q3 2023 | 2 |
BT Wealth Management LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2020 | Q2 2020 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 |
ProVise Management Group, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q4 2020 | 2 |
GOULD ASSET MANAGEMENT LLC /CA/ | 1 | 1 | 0.08% | 0.08% | 0.09% | Q3 2018 | Q2 2020 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q4 2018 | Q1 2019 | 2 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
RMR Wealth Builders | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Miracle Mile Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Stokes Family Office, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
C M BIDWELL & ASSOCIATES LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
LGT Financial Advisors LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Auour Investments LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Sentinus, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Alliance Wealth Management Group | 2 | 2 | 0.44% | 0.51% | 0.57% | Q1 2018 | Q2 2018 | 2 |
HBK Sorce Advisory LLC | 1 | 1 | 0.06% | 0.15% | 0.23% | Q4 2016 | Q4 2017 | 2 |
Sharper & Granite LLC | 2 | 2 | 0.41% | 0.48% | 0.55% | Q4 2022 | Q1 2023 | 2 |
MCF Advisors LLC | 2 | 2 | 0.00% | 0.13% | 0.26% | Q2 2018 | Q3 2018 | 2 |
Beaumont Financial Partners, LLC | 2 | 2 | 0.66% | 0.66% | 0.66% | Q2 2022 | Q3 2022 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.02% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
MainStreet Investment Advisors LLC | 2 | 2 | 0.03% | 0.18% | 0.33% | Q2 2020 | Q3 2020 | 2 |
Holistic Financial Partners | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 2 | 2 | 0.49% | 0.52% | 0.54% | Q4 2020 | Q1 2021 | 2 |
Idaho Trust Bank | 2 | 2 | 1.17% | 1.18% | 1.19% | Q2 2023 | Q3 2023 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q1 2022 | 2 |
PEAK FINANCIAL ADVISORS LLC | 2 | 2 | 4.34% | 4.67% | 4.99% | Q1 2022 | Q2 2022 | 2 |
Oak Point Wealth Management | 2 | 2 | 2.43% | 3.16% | 3.88% | Q4 2017 | Q1 2018 | 2 |
STRALEM & CO INC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2020 | Q2 2020 | 2 |
Davis Capital Management | 2 | 2 | 0.13% | 0.15% | 0.16% | Q1 2020 | Q2 2020 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.46% | 0.92% | Q2 2018 | Q1 2020 | 2 |
DDD Partners, LLC | 2 | 2 | 0.48% | 0.49% | 0.49% | Q4 2017 | Q1 2018 | 2 |
NKCFO LLC | 2 | 2 | 1.37% | 1.45% | 1.53% | Q4 2018 | Q1 2019 | 2 |
Lake Hills Wealth Management, LLC | 2 | 2 | 0.26% | 5.27% | 10.28% | Q3 2022 | Q4 2022 | 2 |
tru Independence LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2019 | Q3 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Oxler Private Wealth LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Charles Schwab Investment Advisory, Inc. | 2 | 2 | 0.01% | 0.08% | 0.16% | Q4 2017 | Q1 2018 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HERITAGE INVESTORS MANAGEMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Towercrest Capital Management | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2018 | Q2 2018 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lansing Street Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CONNING INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Heritage Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Fortress Wealth Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NOTTINGHAM ADVISORS, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BancFirst Trust & Investment Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2023 | Q4 2023 | 1 |
Community Bank, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
W ADVISORS, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Savant Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Renasant Bank | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
Hardy Reed LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
AMARILLO NATIONAL BANK | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2022 | Q2 2022 | 1 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2016 | Q3 2016 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2017 | Q2 2017 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Crossmark Global Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Hirtle Callaghan & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 2.69% | 2.69% | 2.69% | Q1 2016 | Q1 2016 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2020 | Q2 2020 | 1 |
Clarkston Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
WELCH & FORBES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
iAB Financial Bank | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2016 | Q2 2016 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
THEORY FINANCIAL LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
ETF Portfolio Partners, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2016 | Q1 2016 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
Truepoint, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Apriem Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2022 | Q3 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Clarius Group, LLC | 1 | 1 | 3.21% | 3.21% | 3.21% | Q4 2018 | Q4 2018 | 1 |
Firestone Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
United Community Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Clarity Financial LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2017 | Q3 2017 | 1 |
PGIM Custom Harvest LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2018 | Q4 2018 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2016 | Q2 2016 | 1 |
CXI Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Homrich & Berg | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Vision Capital Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Sterling Financial Planning, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Quantum Capital Management, LLC / NJ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Bay Rivers Group | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 1.91% | 1.91% | 1.91% | Q2 2021 | Q2 2021 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Acropolis Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Elequin Capital, LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2022 | Q2 2022 | 1 |
Aries Wealth Management | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q4 2022 | Q4 2022 | 1 |
PRIVATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Rainier Group Investment Advisory LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2018 | Q1 2018 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
3D ASSET MANAGEMENT, INC | 1 | 1 | 2.50% | 2.50% | 2.50% | Q2 2016 | Q2 2016 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TRADITION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
Sepio Capital, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Savior LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Keystone Financial Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Main Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kades & Cheifetz LLC | 1 | 1 | 5.08% | 5.08% | 5.08% | Q3 2023 | Q3 2023 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CIBC BANK USA | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
FIRETHORN WEALTH PARTNERS, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2018 | Q4 2018 | 1 |
MBA Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
RIDGECREST WEALTH PARTNERS, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
First Command Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CGN Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | 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.