Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cutler Group LLC / CA | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 41 | 41 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 40 | 40 | 0.03% | 0.27% | 0.59% | Q4 2013 | Q3 2023 | 40 |
MORGAN STANLEY | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
ROYAL BANK OF CANADA | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
WELLS FARGO & COMPANY/MN | 30 | 7 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
LPL Financial LLC | 36 | 36 | 0.01% | 0.12% | 0.43% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
CITIGROUP INC | 32 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 35 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 9 | 0.00% | 0.00% | 0.05% | Q1 2015 | Q3 2023 | 34 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 34 |
IFP Advisors, Inc | 17 | 14 | 0.02% | 0.12% | 0.31% | Q4 2015 | Q3 2023 | 31 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
STIFEL FINANCIAL CORP | 17 | 10 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q3 2023 | 27 |
AE Wealth Management LLC | 26 | 26 | 0.03% | 0.42% | 1.36% | Q2 2017 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.02% | 0.51% | Q4 2016 | Q3 2023 | 26 |
JFS WEALTH ADVISORS, LLC | 25 | 25 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
Vivaldi Capital Management LP | 24 | 1 | 0.00% | 1.32% | 1.98% | Q2 2017 | Q3 2023 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 25 | 25 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2019 | 25 |
Continuum Advisory, LLC | 24 | 1 | 0.09% | 0.60% | 1.37% | Q2 2017 | Q3 2023 | 25 |
StrategIQ Financial Group, LLC | 24 | 24 | 0.41% | 0.87% | 1.38% | Q4 2017 | Q3 2023 | 24 |
Cambridge Investment Research Advisors, Inc. | 24 | 24 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
United Asset Strategies, Inc. | 24 | 24 | 0.05% | 0.17% | 0.98% | Q4 2017 | Q3 2023 | 24 |
Gradient Investments LLC | 24 | 24 | 0.00% | 0.71% | 1.76% | Q4 2017 | Q3 2023 | 24 |
Larson Financial Group LLC | 24 | 24 | 0.35% | 2.26% | 3.71% | Q4 2017 | Q3 2023 | 24 |
Raymond James Financial Services Advisors, Inc. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Boston Standard Wealth Management, LLC | 22 | 2 | 3.03% | 3.56% | 4.34% | Q4 2017 | Q4 2023 | 24 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 1 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q3 2023 | 24 |
STATE STREET CORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.00% | 0.16% | 0.45% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Goodman Financial Corp | 24 | 24 | 0.07% | 0.64% | 0.82% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Private Advisor Group, LLC | 21 | 2 | 0.00% | 0.25% | 0.78% | Q2 2017 | Q3 2023 | 24 |
OARSMAN CAPITAL, INC. | 24 | 24 | 0.76% | 2.03% | 3.56% | Q4 2017 | Q3 2023 | 24 |
G&S Capital LLC | 24 | 24 | 0.00% | 0.74% | 0.95% | Q4 2017 | Q3 2023 | 24 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 1.06% | 3.47% | 8.79% | Q4 2017 | Q3 2023 | 24 |
RFG Advisory, LLC | 24 | 24 | 0.14% | 0.41% | 1.78% | Q4 2017 | Q3 2023 | 24 |
Peterson Wealth Advisors, LLC | 24 | 24 | 1.71% | 6.32% | 7.89% | Q4 2017 | Q3 2023 | 24 |
HighTower Advisors, LLC | 14 | 10 | 0.00% | 0.01% | 0.06% | Q3 2017 | Q3 2023 | 24 |
McKinley Carter Wealth Services, Inc. | 24 | 24 | 0.02% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 24 |
AMERIPRISE FINANCIAL INC | 24 | 24 | 0.00% | 0.01% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Simplicity Solutions, LLC | 16 | 1 | 0.01% | 0.57% | 1.54% | Q2 2017 | Q3 2023 | 24 |
Savant Capital, LLC | 24 | 24 | 0.02% | 0.15% | 0.31% | Q4 2017 | Q3 2023 | 24 |
McNamara Financial Services, Inc. | 24 | 24 | 3.58% | 4.32% | 4.99% | Q4 2017 | Q3 2023 | 24 |
Parallel Advisors, LLC | 23 | 23 | 0.00% | 0.03% | 0.21% | Q1 2018 | Q3 2023 | 23 |
AlphaStar Capital Management, LLC | 23 | 23 | 0.08% | 0.69% | 1.89% | Q1 2018 | Q3 2023 | 23 |
WRAPMANAGER INC | 23 | 23 | 0.83% | 1.72% | 2.12% | Q1 2018 | Q3 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 14 | 9 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 23 |
Avior Wealth Management, LLC | 23 | 23 | 0.00% | 0.21% | 0.93% | Q1 2018 | Q3 2023 | 23 |
Windsor Capital Management, LLC | 23 | 23 | 0.89% | 2.28% | 3.16% | Q1 2018 | Q3 2023 | 23 |
Alliance Wealth Management Group | 23 | 23 | 0.52% | 0.66% | 0.77% | Q4 2017 | Q2 2023 | 23 |
Annex Advisory Services, LLC | 23 | 23 | 0.87% | 3.88% | 6.67% | Q1 2018 | Q3 2023 | 23 |
Moisand Fitzgerald Tamayo, LLC | 23 | 23 | 0.06% | 0.45% | 0.78% | Q1 2018 | Q3 2023 | 23 |
TRUIST FINANCIAL CORP | 23 | 23 | 0.00% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Wealthcare Advisory Partners LLC | 23 | 23 | 0.75% | 2.96% | 5.08% | Q1 2018 | Q3 2023 | 23 |
JNBA Financial Advisors | 20 | 3 | 0.05% | 0.51% | 0.86% | Q4 2017 | Q3 2023 | 23 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22 | 22 | 0.01% | 0.14% | 0.26% | Q2 2018 | Q3 2023 | 22 |
E&G Advisors, LP | 22 | 22 | 0.13% | 0.22% | 0.38% | Q2 2018 | Q3 2023 | 22 |
Advisory Services Network, LLC | 16 | 2 | 0.00% | 0.06% | 0.13% | Q2 2016 | Q1 2023 | 22 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 22 |
Towercrest Capital Management | 22 | 22 | 0.34% | 0.44% | 0.54% | Q2 2018 | Q3 2023 | 22 |
Fusion Family Wealth LLC | 22 | 22 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Arete Wealth Advisors, LLC | 22 | 22 | 0.09% | 0.60% | 1.72% | Q1 2018 | Q2 2023 | 22 |
CENTAURUS FINANCIAL, INC. | 22 | 22 | 0.01% | 0.12% | 0.24% | Q2 2018 | Q3 2023 | 22 |
OLD SECOND NATIONAL BANK OF AURORA | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Jackson, Grant Investment Advisers, Inc. | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Capital Investment Advisory Services, LLC | 22 | 22 | 0.02% | 0.15% | 1.04% | Q2 2018 | Q3 2023 | 22 |
Advisory Alpha, LLC | 22 | 22 | 0.24% | 1.60% | 6.83% | Q2 2018 | Q3 2023 | 22 |
Allworth Financial LP | 22 | 22 | 0.07% | 0.89% | 2.06% | Q2 2018 | Q3 2023 | 22 |
Ironwood Wealth Management, LLC. | 22 | 22 | 0.00% | 0.32% | 2.45% | Q2 2018 | Q3 2023 | 22 |
Creative Planning | 19 | 1 | 0.00% | 0.15% | 0.27% | Q1 2017 | Q3 2023 | 22 |
Pure Financial Advisors, LLC | 22 | 22 | 0.40% | 1.17% | 2.45% | Q3 2018 | Q4 2023 | 22 |
Allen Capital Group, LLC | 18 | 3 | 0.09% | 1.34% | 2.04% | Q2 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.25% | Q3 2018 | Q3 2023 | 21 |
Barber Financial Group, Inc. | 21 | 21 | 0.46% | 2.38% | 3.54% | Q1 2018 | Q1 2023 | 21 |
GOLDMAN SACHS GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 21 |
Snowden Capital Advisors LLC | 13 | 8 | 0.07% | 0.16% | 0.26% | Q2 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
WALLER FINANCIAL PLANNING GROUP, INC | 21 | 21 | 7.12% | 8.76% | 10.16% | Q4 2018 | Q4 2023 | 21 |
Capital Advisory Group Advisory Services, LLC | 21 | 21 | 0.00% | 0.52% | 1.07% | Q3 2018 | Q3 2023 | 21 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 18 | 3 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 21 |
CreativeOne Wealth, LLC | 21 | 21 | 0.10% | 0.39% | 0.89% | Q3 2018 | Q3 2023 | 21 |
Janney Montgomery Scott LLC | 13 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 21 |
Vantage Investment Partners, LLC | 21 | 21 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
First Heartland Consultants, Inc. | 14 | 1 | 0.01% | 0.22% | 0.93% | Q4 2017 | Q3 2023 | 21 |
Aveo Capital Partners, LLC | 11 | 1 | 0.07% | 0.18% | 0.32% | Q4 2017 | Q3 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 21 | 21 | 0.02% | 0.06% | 0.12% | Q3 2018 | Q3 2023 | 21 |
Baltimore-Washington Financial Advisors, Inc. | 21 | 21 | 0.06% | 0.18% | 0.28% | Q3 2018 | Q3 2023 | 21 |
Outlook Wealth Advisors, LLC | 20 | 20 | 0.20% | 0.75% | 1.60% | Q4 2018 | Q3 2023 | 20 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 20 | 20 | 0.00% | 0.10% | 0.18% | Q4 2018 | Q3 2023 | 20 |
TPG Financial Advisors, LLC | 20 | 20 | 0.71% | 2.04% | 3.37% | Q4 2018 | Q3 2023 | 20 |
OPTIMUM INVESTMENT ADVISORS | 14 | 2 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 20 |
Global Strategic Investment Solutions, LLC | 20 | 20 | 0.21% | 1.22% | 2.46% | Q4 2018 | Q3 2023 | 20 |
Brio Consultants, LLC | 20 | 20 | 0.11% | 0.73% | 2.12% | Q4 2018 | Q3 2023 | 20 |
American Investment Services, Inc. | 20 | 20 | 0.14% | 0.26% | 0.46% | Q4 2018 | Q3 2023 | 20 |
SECURIAN ASSET MANAGEMENT, INC | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
FIFTH THIRD BANCORP | 17 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
CX Institutional | 15 | 5 | 0.00% | 0.19% | 1.01% | Q2 2018 | Q2 2023 | 20 |
Capital Analysts, LLC | 20 | 20 | 0.05% | 1.48% | 2.13% | Q4 2018 | Q3 2023 | 20 |
CAHABA WEALTH MANAGEMENT, INC. | 20 | 20 | 0.52% | 0.70% | 0.95% | Q4 2018 | Q3 2023 | 20 |
NewEdge Advisors, LLC | 14 | 1 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 20 |
Tortoise Investment Management, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
SNS Financial Group, LLC | 20 | 20 | 0.04% | 0.08% | 0.16% | Q1 2018 | Q4 2022 | 20 |
ERn Financial, LLC | 20 | 20 | 0.44% | 0.95% | 2.61% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2022 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Kohmann Bosshard Financial Services, LLC | 20 | 20 | 0.30% | 0.76% | 1.65% | Q4 2018 | Q3 2023 | 20 |
Kingsview Wealth Management, LLC | 14 | 6 | 0.04% | 0.06% | 0.09% | Q3 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.41% | 1.44% | 2.58% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.63% | 0.91% | 1.21% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.03% | 0.19% | Q4 2018 | Q3 2023 | 20 |
GRIMES & COMPANY, INC. | 19 | 19 | 0.11% | 1.83% | 3.78% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
JPMORGAN CHASE & CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
Moloney Securities Asset Management, LLC | 12 | 7 | 0.06% | 0.15% | 0.66% | Q2 2018 | Q3 2023 | 19 |
CWM, LLC | 10 | 1 | 0.00% | 0.04% | 0.30% | Q1 2017 | Q3 2023 | 19 |
Stadion Money Management, LLC | 15 | 1 | 0.20% | 5.11% | 10.98% | Q3 2017 | Q3 2023 | 18 |
BlackRock Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 18 |
GeoWealth Management, LLC | 18 | 18 | 0.13% | 0.44% | 1.56% | Q2 2019 | Q3 2023 | 18 |
Shepherd Financial Partners LLC | 11 | 7 | 0.11% | 0.46% | 0.83% | Q4 2016 | Q3 2023 | 18 |
Strategic Investment Advisors / MI | 13 | 1 | 0.04% | 0.15% | 0.30% | Q4 2018 | Q3 2023 | 18 |
Bedel Financial Consulting, Inc. | 17 | 1 | 0.01% | 0.01% | 0.07% | Q1 2018 | Q2 2023 | 18 |
THRIVENT FINANCIAL FOR LUTHERANS | 16 | 2 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 18 |
Stratos Wealth Partners, LTD. | 16 | 1 | 0.00% | 0.37% | 0.86% | Q1 2018 | Q3 2023 | 18 |
Parsec Financial Management, Inc. | 18 | 18 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2023 | 18 |
Dakota Wealth Management | 17 | 17 | 0.04% | 0.26% | 0.94% | Q3 2019 | Q3 2023 | 17 |
Csenge Advisory Group | 17 | 17 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 17 |
WealthShield Partners, LLC | 12 | 2 | 0.01% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 17 |
Koshinski Asset Management, Inc. | 16 | 1 | 0.03% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 17 |
PARK AVENUE SECURITIES LLC | 17 | 17 | 0.02% | 0.08% | 0.15% | Q3 2019 | Q3 2023 | 17 |
Frontier Wealth Management LLC | 17 | 17 | 0.03% | 0.68% | 1.36% | Q2 2018 | Q2 2022 | 17 |
Bay Harbor Wealth Management, LLC | 17 | 17 | 0.01% | 0.18% | 0.79% | Q4 2018 | Q4 2022 | 17 |
TCI Wealth Advisors, Inc. | 15 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q4 2022 | 17 |
Valeo Financial Advisors, LLC | 14 | 3 | 0.00% | 0.29% | 0.48% | Q1 2019 | Q3 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.43% | 1.38% | Q4 2018 | Q3 2023 | 17 |
Sowell Financial Services LLC | 10 | 2 | 0.04% | 0.11% | 0.34% | Q4 2018 | Q3 2023 | 17 |
BLAIR WILLIAM & CO/IL | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
MANAGED ACCOUNT SERVICES INC | 16 | 16 | 0.28% | 1.07% | 1.57% | Q4 2017 | Q3 2021 | 16 |
SIGNATUREFD, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 16 |
Professional Financial Advisors, LLC | 16 | 16 | 0.11% | 0.43% | 0.96% | Q4 2019 | Q3 2023 | 16 |
Morningstar Investment Services LLC | 16 | 16 | 0.10% | 0.28% | 0.36% | Q4 2019 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.28% | 0.43% | 0.63% | Q4 2019 | Q3 2023 | 16 |
Ausdal Financial Partners, Inc. | 9 | 1 | 0.07% | 0.24% | 0.75% | Q2 2018 | Q3 2023 | 16 |
Global Trust Asset Management, LLC | 16 | 16 | 0.00% | 0.03% | 0.32% | Q4 2017 | Q3 2021 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.02% | 2.64% | 7.03% | Q4 2019 | Q3 2023 | 16 |
Aptus Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
MBE Wealth Management, LLC | 16 | 16 | 0.19% | 0.82% | 5.07% | Q4 2019 | Q3 2023 | 16 |
Gilbert & Cook, Inc. | 16 | 16 | 0.06% | 0.10% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Doyle Wealth Management | 16 | 16 | 0.01% | 0.18% | 0.32% | Q4 2018 | Q3 2022 | 16 |
Financial Engines Advisors L.L.C. | 16 | 16 | 0.02% | 1.30% | 2.00% | Q4 2019 | Q3 2023 | 16 |
VICUS CAPITAL | 10 | 1 | 0.02% | 0.09% | 0.45% | Q1 2019 | Q3 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.10% | 0.12% | 0.14% | Q4 2019 | Q3 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.07% | 0.21% | 0.69% | Q4 2019 | Q3 2023 | 16 |
FLAGSHIP HARBOR ADVISORS, LLC | 16 | 16 | 0.01% | 0.34% | 0.77% | Q4 2019 | Q3 2023 | 16 |
NOESIS CAPITAL MANGEMENT CORP | 16 | 16 | 0.06% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Strategic Financial Planning, Inc. | 16 | 16 | 1.25% | 3.08% | 3.55% | Q4 2019 | Q3 2023 | 16 |
Strategic Blueprint, LLC | 15 | 1 | 0.01% | 0.47% | 2.00% | Q3 2019 | Q3 2023 | 16 |
Anchor Investment Management, LLC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q4 2023 | 16 |
NovaPoint Capital, LLC | 16 | 16 | 0.36% | 1.17% | 1.63% | Q4 2019 | Q3 2023 | 16 |
Valmark Advisers, Inc. | 15 | 15 | 3.09% | 4.07% | 4.49% | Q1 2020 | Q3 2023 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 15 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Prime Capital Investment Advisors, LLC | 6 | 2 | 0.00% | 0.12% | 0.42% | Q4 2017 | Q3 2023 | 15 |
FormulaFolio Investments, LLC | 15 | 15 | 0.07% | 0.42% | 0.66% | Q4 2017 | Q2 2021 | 15 |
Crestwood Advisors Group, LLC | 15 | 15 | 0.47% | 1.44% | 2.44% | Q1 2020 | Q3 2023 | 15 |
Corrigan Financial, Inc. | 15 | 15 | 0.25% | 0.26% | 0.30% | Q1 2020 | Q3 2023 | 15 |
MONEYWISE, INC. | 15 | 15 | 0.40% | 0.64% | 0.82% | Q1 2020 | Q3 2023 | 15 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 15 | 0.04% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Edmonds Duncan Registered Investment Advisors, LLC | 15 | 15 | 0.75% | 1.78% | 5.68% | Q1 2020 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.10% | 0.19% | Q1 2020 | Q3 2023 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q4 2019 | 15 |
US BANCORP \DE\ | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 15 |
Trinity Wealth Management, LLC | 12 | 3 | 0.33% | 0.77% | 1.09% | Q4 2019 | Q3 2023 | 15 |
Global Retirement Partners, LLC | 8 | 7 | 0.00% | 0.20% | 0.49% | Q4 2019 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Good Life Advisors, LLC | 15 | 15 | 1.88% | 2.51% | 3.59% | Q1 2020 | Q3 2023 | 15 |
Fernwood Investment Management, LLC | 14 | 1 | 0.11% | 0.12% | 0.14% | Q4 2019 | Q3 2023 | 15 |
IHT Wealth Management, LLC | 15 | 15 | 0.08% | 0.66% | 0.93% | Q1 2020 | Q3 2023 | 15 |
Your Advocates Ltd., LLP | 15 | 15 | 0.00% | 0.10% | 0.25% | Q1 2020 | Q3 2023 | 15 |
WESCAP Management Group, Inc. | 15 | 15 | 0.24% | 0.44% | 0.71% | Q1 2020 | Q3 2023 | 15 |
IAG Wealth Partners, LLC | 15 | 15 | 0.45% | 0.97% | 1.27% | Q1 2020 | Q3 2023 | 15 |
Stratos Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.12% | 0.28% | Q1 2020 | Q3 2023 | 15 |
PSI Advisors, LLC | 14 | 1 | 0.02% | 1.42% | 2.70% | Q4 2019 | Q3 2023 | 15 |
Brinker Capital Investments, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 14 |
Community Bank, N.A. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BCS Wealth Management | 14 | 14 | 0.17% | 0.20% | 0.31% | Q2 2020 | Q3 2023 | 14 |
Renaissance Technologies | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 14 |
Financial Gravity Asset Management, Inc. | 12 | 2 | 0.00% | 0.65% | 2.95% | Q4 2019 | Q3 2023 | 14 |
SPINNAKER TRUST | 14 | 14 | 0.72% | 1.35% | 1.66% | Q2 2020 | Q3 2023 | 14 |
WBH ADVISORY INC | 11 | 3 | 0.45% | 0.94% | 1.16% | Q1 2020 | Q3 2023 | 14 |
Wealth Advisory Solutions, LLC | 8 | 6 | 0.00% | 0.32% | 1.06% | Q4 2019 | Q2 2023 | 14 |
SENTINEL PENSION ADVISORS INC | 13 | 1 | 0.08% | 0.16% | 0.21% | Q4 2019 | Q3 2023 | 14 |
Alexandria Capital, LLC | 14 | 14 | 0.05% | 0.41% | 0.92% | Q2 2018 | Q3 2021 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.24% | 0.61% | 1.60% | Q1 2017 | Q2 2020 | 14 |
Walkner Condon Financial Advisors LLC | 7 | 7 | 1.29% | 1.72% | 2.92% | Q4 2019 | Q3 2023 | 14 |
Van Hulzen Asset Management, LLC | 14 | 14 | 0.02% | 0.06% | 0.14% | Q4 2018 | Q1 2022 | 14 |
CIBC Private Wealth Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 14 |
OneDigital Investment Advisors LLC | 9 | 2 | 0.00% | 0.11% | 0.64% | Q1 2018 | Q3 2023 | 14 |
Veritable, L.P. | 14 | 14 | 0.02% | 0.03% | 0.07% | Q1 2020 | Q2 2023 | 14 |
Round Table Services, LLC | 10 | 4 | 0.07% | 0.10% | 0.15% | Q1 2019 | Q3 2022 | 14 |
NOTTINGHAM ADVISORS, INC. | 8 | 6 | 0.02% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 14 |
Cedar Wealth Management, LLC | 14 | 14 | 0.23% | 0.40% | 0.59% | Q2 2020 | Q3 2023 | 14 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 14 | 14 | 0.36% | 0.52% | 0.57% | Q2 2020 | Q3 2023 | 14 |
Integrated Wealth Concepts LLC | 14 | 14 | 0.03% | 0.18% | 0.53% | Q2 2020 | Q3 2023 | 14 |
Nikulski Financial, Inc. | 12 | 1 | 0.15% | 0.34% | 0.46% | Q4 2019 | Q3 2023 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 14 | 0.01% | 0.01% | 0.06% | Q2 2020 | Q3 2023 | 14 |
HARVARD MANAGEMENT CO INC | 13 | 13 | 0.38% | 0.67% | 1.06% | Q4 2013 | Q4 2016 | 13 |
Equitable Holdings, Inc. | 12 | 1 | 0.01% | 0.10% | 0.31% | Q2 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.04% | 0.15% | Q3 2020 | Q3 2023 | 13 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.03% | 0.17% | Q3 2017 | Q4 2021 | 13 |
M Holdings Securities, Inc. | 6 | 1 | 0.05% | 0.80% | 2.07% | Q3 2014 | Q2 2023 | 13 |
Truadvice, LLC | 13 | 13 | 0.18% | 0.38% | 1.04% | Q3 2020 | Q3 2023 | 13 |
MONETA GROUP INVESTMENT ADVISORS LLC | 9 | 1 | 0.01% | 0.16% | 0.57% | Q2 2018 | Q2 2023 | 13 |
Commonwealth Equity Services, Inc | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2017 | 13 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 1 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 13 |
COLDSTREAM CAPITAL MANAGEMENT INC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2023 | 13 |
Leicht Financial Planning & Wealth Management, Inc. | 13 | 13 | 2.82% | 9.61% | 13.22% | Q3 2020 | Q3 2023 | 13 |
Meridian Wealth Management, LLC | 11 | 1 | 0.02% | 0.05% | 0.20% | Q2 2019 | Q3 2023 | 13 |
Merit Financial Group, LLC | 13 | 13 | 0.07% | 1.08% | 2.40% | Q3 2020 | Q3 2023 | 13 |
Private Wealth Group, LLC | 13 | 13 | 1.66% | 3.08% | 4.22% | Q3 2020 | Q3 2023 | 13 |
GREAT VALLEY ADVISOR GROUP, INC. | 13 | 13 | 0.06% | 0.70% | 1.17% | Q3 2020 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.07% | 0.11% | 0.15% | Q4 2020 | Q4 2023 | 13 |
Brookstone Capital Management | 10 | 3 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 13 |
NICOLET ADVISORY SERVICES, LLC | 13 | 13 | 0.03% | 0.50% | 2.98% | Q1 2019 | Q1 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.08% | 0.14% | Q1 2020 | Q3 2023 | 13 |
Opal Wealth Advisors, LLC | 12 | 12 | 0.40% | 0.56% | 0.86% | Q4 2020 | Q3 2023 | 12 |
Newbridge Financial Services Group, Inc. | 7 | 5 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 12 |
MSI Financial Services Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 12 |
Asset Dedication, LLC | 9 | 3 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2022 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 0.48% | 0.62% | 1.64% | Q4 2020 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 0.35% | 0.70% | 1.09% | Q4 2020 | Q3 2023 | 12 |
Aldebaran Financial Inc. | 11 | 1 | 0.16% | 0.64% | 1.04% | Q2 2020 | Q3 2023 | 12 |
Center for Financial Planning, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Sightline Wealth Advisors, LLC | 12 | 12 | 0.48% | 1.06% | 1.42% | Q4 2020 | Q3 2023 | 12 |
KWB Wealth | 12 | 12 | 1.28% | 1.79% | 3.16% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.50% | 0.60% | 0.71% | Q4 2020 | Q3 2023 | 12 |
Advisor OS, LLC | 11 | 1 | 0.08% | 0.83% | 1.62% | Q2 2020 | Q3 2023 | 12 |
USAdvisors Wealth Management, LLC | 12 | 12 | 0.54% | 0.66% | 0.74% | Q4 2020 | Q3 2023 | 12 |
Orion Portfolio Solutions, LLC | 9 | 3 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 12 |
SPC Financial, Inc. | 11 | 1 | 0.20% | 0.28% | 0.40% | Q3 2020 | Q3 2023 | 12 |
Belpointe Asset Management LLC | 10 | 2 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2023 | 12 |
FAS Wealth Partners, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Cornerstone Wealth Management, LLC | 7 | 2 | 0.05% | 0.29% | 0.49% | Q1 2018 | Q3 2023 | 12 |
Graypoint LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Blueprint Investment Partners LLC | 5 | 1 | 0.02% | 0.21% | 0.54% | Q4 2019 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Mutual Advisors, LLC | 7 | 2 | 0.01% | 0.07% | 0.47% | Q4 2018 | Q3 2023 | 12 |
BANK OF MONTREAL /CAN/ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
Fullen Financial Group | 12 | 12 | 2.21% | 2.64% | 2.99% | Q2 2020 | Q1 2023 | 12 |
Latitude Advisors, LLC | 12 | 12 | 0.24% | 0.33% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Hanlon Investment Management, Inc. | 12 | 12 | 0.98% | 1.68% | 2.60% | Q1 2019 | Q4 2021 | 12 |
Mariner, LLC | 11 | 1 | 0.00% | 0.04% | 0.15% | Q2 2019 | Q3 2023 | 12 |
MJP ASSOCIATES INC /ADV | 12 | 12 | 0.84% | 1.29% | 1.74% | Q4 2020 | Q3 2023 | 12 |
Orin Green Financial, LLC | 12 | 12 | 0.44% | 0.63% | 0.95% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q3 2022 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.17% | 0.36% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Brown Financial Advisory | 12 | 12 | 0.62% | 1.31% | 3.53% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL MANAGEMENT NETWORK INC | 12 | 12 | 0.21% | 0.38% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Cooper Financial Group | 12 | 12 | 0.05% | 0.32% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Vectors Research Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 11 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 11 | 11 | 0.08% | 0.18% | 0.24% | Q1 2020 | Q3 2022 | 11 |
ARGI Investment Services, LLC | 11 | 11 | 0.07% | 0.12% | 0.17% | Q2 2020 | Q4 2022 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.61% | 0.71% | 0.85% | Q4 2020 | Q3 2023 | 11 |
Western Wealth Management, LLC | 8 | 3 | 0.04% | 0.29% | 0.64% | Q4 2020 | Q3 2023 | 11 |
Clear Perspective Advisors, LLC | 6 | 1 | 0.02% | 0.42% | 0.78% | Q2 2018 | Q4 2021 | 11 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 11 | 11 | 0.10% | 0.18% | 0.49% | Q1 2021 | Q3 2023 | 11 |
Range Financial Group LLC | 11 | 11 | 0.42% | 0.57% | 0.75% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Armor Investment Advisors, LLC | 11 | 11 | 0.01% | 0.04% | 0.04% | Q4 2019 | Q2 2022 | 11 |
US FINANCIAL ADVISORS, LLC | 8 | 3 | 0.08% | 0.16% | 0.23% | Q4 2020 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.12% | 0.16% | Q2 2020 | Q3 2023 | 11 |
JOHNSON INVESTMENT COUNSEL INC | 9 | 2 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 11 |
Colonial River Wealth Management, LLC | 8 | 3 | 1.38% | 2.17% | 2.70% | Q4 2020 | Q3 2023 | 11 |
Pinnacle Advisory Group, Inc. | 11 | 11 | 0.02% | 0.36% | 1.59% | Q3 2018 | Q1 2021 | 11 |
Golden State Wealth Management, LLC | 7 | 1 | 0.04% | 0.18% | 0.69% | Q1 2019 | Q1 2022 | 11 |
Lee Financial Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Ranch Capital Advisors Inc. | 6 | 2 | 0.00% | 0.17% | 0.37% | Q4 2019 | Q3 2023 | 11 |
TSFG, LLC | 11 | 11 | 0.04% | 0.10% | 0.29% | Q1 2021 | Q3 2023 | 11 |
Stewardship Advisors, LLC | 11 | 11 | 0.11% | 0.43% | 3.41% | Q4 2019 | Q2 2022 | 11 |
Paracle Advisors, LLC | 11 | 11 | 0.08% | 0.10% | 0.12% | Q3 2018 | Q1 2021 | 11 |
Wealthquest Corp | 5 | 5 | 0.04% | 0.58% | 0.76% | Q4 2018 | Q3 2023 | 10 |
QP WEALTH MANAGEMENT, LLC | 10 | 10 | 0.63% | 1.10% | 1.29% | Q2 2021 | Q3 2023 | 10 |
SWMG, LLC | 6 | 4 | 0.11% | 0.26% | 0.47% | Q4 2020 | Q2 2023 | 10 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 10 | 10 | 0.04% | 1.05% | 7.31% | Q4 2017 | Q1 2020 | 10 |
Royal Fund Management, LLC | 10 | 10 | 0.08% | 1.13% | 2.41% | Q4 2017 | Q1 2020 | 10 |
55I, LLC | 9 | 1 | 0.02% | 0.09% | 0.17% | Q2 2019 | Q3 2022 | 10 |
TRH Financial, LLC | 9 | 1 | 0.32% | 1.99% | 3.79% | Q4 2019 | Q2 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.04% | 0.17% | Q1 2021 | Q3 2023 | 10 |
Atria Investments, Inc | 9 | 1 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 10 |
Cetera Advisors LLC | 4 | 2 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 10 |
Crew Capital Management, Ltd. | 10 | 10 | 0.21% | 0.29% | 0.40% | Q2 2021 | Q3 2023 | 10 |
Financial Advocates Investment Management | 9 | 1 | 0.02% | 0.18% | 0.71% | Q3 2018 | Q3 2023 | 10 |
INSPIRION WEALTH ADVISORS, LLC | 10 | 10 | 0.36% | 0.58% | 0.73% | Q1 2018 | Q2 2020 | 10 |
Cetera Investment Advisers | 9 | 1 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Benedetti & Gucer, Inc. | 6 | 4 | 0.13% | 0.18% | 0.37% | Q1 2021 | Q3 2023 | 10 |
Westside Investment Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Independence Bank of Kentucky | 10 | 10 | 0.01% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
WOLFF WIESE MAGANA LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Concord Wealth Partners | 7 | 3 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q2 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 0.06% | 0.15% | 0.28% | Q4 2020 | Q3 2023 | 10 |
Horan Securities, Inc. | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 10 |
Clarus Wealth Advisors | 8 | 2 | 0.55% | 0.91% | 1.07% | Q4 2020 | Q2 2023 | 10 |
Cribstone Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2021 | 10 |
Apella Capital, LLC | 7 | 3 | 0.04% | 0.10% | 0.26% | Q2 2021 | Q4 2023 | 10 |
PENOBSCOT WEALTH MANAGEMENT | 10 | 10 | 1.25% | 1.57% | 2.44% | Q2 2021 | Q3 2023 | 10 |
ST GERMAIN D J CO INC | 7 | 3 | 0.00% | 0.47% | 0.74% | Q2 2021 | Q4 2023 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
FINANCIAL COUNSELORS INC | 8 | 2 | 0.01% | 0.02% | 0.09% | Q4 2020 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.05% | 0.45% | Q4 2018 | Q2 2022 | 10 |
PECAUT & CO. | 10 | 10 | 0.13% | 0.87% | 1.17% | Q2 2021 | Q3 2023 | 10 |
S. R. Schill & Associates | 10 | 10 | 0.47% | 3.34% | 6.57% | Q1 2018 | Q2 2020 | 10 |
Charles Schwab Investment Advisory, Inc. | 9 | 9 | 0.15% | 0.30% | 0.54% | Q4 2017 | Q4 2019 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.03% | 0.11% | 0.28% | Q2 2021 | Q3 2023 | 9 |
Legend Financial Advisors, Inc. | 5 | 4 | 1.29% | 1.97% | 2.62% | Q4 2018 | Q3 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.05% | 0.09% | 0.33% | Q4 2019 | Q3 2023 | 9 |
DEUTSCHE BANK AG\ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 9 |
AMERICAN NATIONAL BANK | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
626 Financial, LLC | 8 | 1 | 1.80% | 2.25% | 3.28% | Q1 2021 | Q3 2023 | 9 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Brightworth | 9 | 9 | 0.05% | 0.06% | 0.07% | Q1 2018 | Q1 2020 | 9 |
SYNOVUS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
Chicago Partners Investment Group LLC | 9 | 9 | 0.02% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Arkadios Wealth Advisors | 8 | 1 | 0.00% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 9 |
Trilogy Capital Inc. | 8 | 1 | 0.03% | 0.53% | 0.83% | Q1 2020 | Q3 2023 | 9 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 9 | 9 | 0.13% | 0.47% | 1.03% | Q3 2021 | Q3 2023 | 9 |
MATRIX PRIVATE CAPITAL GROUP LLC | 7 | 2 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 9 |
AFFINIA FINANCIAL GROUP, LLC | 8 | 1 | 0.14% | 0.47% | 2.36% | Q1 2020 | Q2 2023 | 9 |
COMERICA BANK | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Center For Asset Management LLC | 7 | 2 | 0.23% | 0.32% | 0.42% | Q4 2020 | Q3 2023 | 9 |
Capital Advisors, Ltd. LLC | 6 | 3 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2022 | 9 |
Bell Rock Capital LLC | 9 | 9 | 0.02% | 0.17% | 0.33% | Q4 2017 | Q4 2019 | 9 |
Garrett Wealth Advisory Group, LLC | 9 | 9 | 0.16% | 5.26% | 7.40% | Q3 2021 | Q3 2023 | 9 |
VALICENTI ADVISORY SERVICES INC | 9 | 9 | 0.33% | 0.39% | 0.45% | Q3 2021 | Q3 2023 | 9 |
CONTINENTAL INVESTORS SERVICES, INC. | 8 | 8 | 1.47% | 1.64% | 1.78% | Q4 2021 | Q3 2023 | 8 |
Claro Advisors LLC | 8 | 8 | 0.31% | 0.33% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.21% | 0.33% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Alta Wealth Advisors LLC | 8 | 8 | 0.16% | 0.39% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 0.66% | 0.71% | 0.75% | Q4 2021 | Q3 2023 | 8 |
VISTA INVESTMENT MANAGEMENT | 8 | 8 | 0.36% | 0.79% | 1.16% | Q1 2018 | Q4 2019 | 8 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 6 | 2 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 8 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.16% | 0.60% | Q3 2020 | Q3 2023 | 8 |
Bensler, LLC | 8 | 8 | 0.62% | 0.71% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Barnett & Company, Inc. | 8 | 8 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q1 2020 | 8 |
COLONY GROUP LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.50% | 0.55% | 0.68% | Q4 2021 | Q3 2023 | 8 |
VAN DEN BERG MANAGEMENT I, INC | 8 | 8 | 0.10% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Modera Wealth Management, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 8 | 8 | 0.78% | 3.60% | 4.91% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
WEALTH MANAGEMENT RESOURCES, INC. | 8 | 8 | 0.32% | 0.39% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Regal Investment Advisors LLC | 8 | 8 | 0.05% | 0.14% | 0.32% | Q1 2018 | Q4 2019 | 8 |
Ancora Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
Ballast, Inc. | 7 | 1 | 0.09% | 0.84% | 1.00% | Q1 2019 | Q3 2021 | 8 |
Montz Harcus Wealth Management LLC | 8 | 8 | 3.10% | 3.53% | 4.60% | Q4 2021 | Q3 2023 | 8 |
Winch Advisory Services, LLC | 8 | 8 | 0.00% | 1.07% | 3.23% | Q1 2018 | Q4 2019 | 8 |
BALASA DINVERNO & FOLTZ LLC | 5 | 3 | 0.04% | 0.05% | 0.08% | Q4 2016 | Q4 2019 | 8 |
MEEDER ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.26% | 0.80% | 1.41% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.39% | 0.67% | 0.85% | Q1 2021 | Q3 2023 | 8 |
Sound Income Strategies, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
TKG Advisors, LLC | 8 | 8 | 0.39% | 0.41% | 0.44% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 4 | 2 | 0.00% | 0.03% | 0.11% | Q4 2020 | Q3 2023 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 1.67% | 3.85% | 5.25% | Q4 2021 | Q3 2023 | 8 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 5 | 3 | 0.01% | 0.24% | 0.56% | Q4 2017 | Q4 2020 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.43% | 1.14% | 1.74% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.11% | 0.81% | 1.41% | Q4 2021 | Q3 2023 | 8 |
Hofer & Associates. Inc | 8 | 8 | 3.34% | 3.46% | 3.72% | Q4 2021 | Q3 2023 | 8 |
PARSONS CAPITAL MANAGEMENT INC/RI | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Cresset Asset Management, LLC | 6 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 8 |
Rehmann Capital Advisory Group | 6 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.12% | 0.19% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.16% | 0.21% | 0.23% | Q4 2021 | Q3 2023 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 0.15% | 1.12% | 2.33% | Q4 2021 | Q3 2023 | 8 |
Helen Stephens Group, LLC | 8 | 8 | 0.17% | 0.28% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Horizon Wealth Management, LLC | 8 | 8 | 0.12% | 0.66% | 4.06% | Q4 2021 | Q3 2023 | 8 |
Truvestments Capital LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 8 |
Stegent Equity Advisors, Inc. | 7 | 7 | 0.20% | 0.32% | 0.47% | Q4 2021 | Q2 2023 | 7 |
COMMERCE BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
DFPG INVESTMENTS, LLC | 4 | 1 | 0.06% | 0.16% | 0.52% | Q4 2019 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.35% | 0.46% | 0.60% | Q1 2022 | Q3 2023 | 7 |
NORRIS PERNE & FRENCH LLP/MI | 7 | 7 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q1 2018 | 7 |
Scarborough Advisors, LLC | 7 | 7 | 1.12% | 1.67% | 2.82% | Q1 2022 | Q3 2023 | 7 |
Lloyd Advisory Services, LLC. | 4 | 3 | 0.00% | 0.06% | 0.15% | Q4 2019 | Q1 2022 | 7 |
Financial Enhancement Group LLC | 7 | 7 | 0.00% | 1.38% | 2.45% | Q4 2017 | Q2 2019 | 7 |
Concorde Asset Management, LLC | 7 | 7 | 0.20% | 0.38% | 0.51% | Q1 2018 | Q3 2019 | 7 |
EVERMAY WEALTH MANAGEMENT LLC | 7 | 7 | 0.03% | 0.29% | 0.54% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
LVZ, Inc. | 7 | 7 | 0.13% | 0.23% | 0.35% | Q2 2018 | Q4 2019 | 7 |
BCGM Wealth Management, LLC | 7 | 7 | 0.71% | 2.28% | 3.46% | Q1 2022 | Q3 2023 | 7 |
MCDONALD PARTNERS LLC | 7 | 7 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q2 2022 | 7 |
Mystic Asset Management, Inc. | 6 | 1 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 7 |
MBM Wealth Consultants, LLC | 7 | 7 | 0.17% | 0.25% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Treasure Coast Financial Planning | 7 | 7 | 2.12% | 3.13% | 3.56% | Q4 2021 | Q2 2023 | 7 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 5 | 2 | 3.27% | 4.53% | 5.94% | Q4 2021 | Q3 2023 | 7 |
Crewe Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.01% | 0.15% | 0.30% | Q2 2020 | Q3 2023 | 7 |
Rosenberg Matthew Hamilton | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Warren Street Wealth Advisors, LLC | 7 | 7 | 2.40% | 2.72% | 2.98% | Q1 2022 | Q3 2023 | 7 |
Hudock, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Narus Financial Partners, LLC | 7 | 7 | 0.25% | 0.36% | 0.62% | Q1 2022 | Q3 2023 | 7 |
First Horizon Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.03% | 0.24% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q4 2021 | 7 |
Capital Planning Advisors, LLC | 7 | 7 | 0.10% | 0.11% | 0.15% | Q1 2022 | Q3 2023 | 7 |
CATALYST PRIVATE WEALTH, LLC | 6 | 1 | 0.11% | 0.87% | 1.23% | Q3 2020 | Q4 2023 | 7 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Resonant Capital Advisors, LLC | 7 | 7 | 0.17% | 0.32% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.02% | 0.32% | 0.52% | Q2 2022 | Q3 2023 | 7 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Vestmark Advisory Solutions, Inc. | 4 | 1 | 0.02% | 0.05% | 0.11% | Q2 2021 | Q2 2023 | 6 |
Wealth & Pension Services Group, Inc. | 6 | 6 | 0.96% | 1.09% | 1.15% | Q2 2018 | Q3 2019 | 6 |
ANGELES WEALTH MANAGEMENT, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
LifePlan Financial Group, Inc | 6 | 6 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2020 | 6 |
Certified Advisory Corp | 5 | 1 | 0.06% | 0.10% | 0.14% | Q2 2019 | Q1 2022 | 6 |
Pegasus Partners Ltd. | 6 | 6 | 0.12% | 0.17% | 0.24% | Q2 2022 | Q3 2023 | 6 |
GPS Wealth Strategies Group, LLC | 6 | 6 | 0.79% | 1.02% | 1.51% | Q2 2022 | Q3 2023 | 6 |
WHITTIER TRUST CO OF NEVADA INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Tennessee Valley Asset Management Partners | 6 | 6 | 0.08% | 0.48% | 1.56% | Q2 2022 | Q3 2023 | 6 |
Frisch Financial Group, Inc. | 6 | 6 | 1.64% | 2.02% | 2.36% | Q4 2018 | Q1 2020 | 6 |
Crescent Grove Advisors, LLC | 6 | 6 | 0.03% | 0.15% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Sigma Planning Corp | 4 | 2 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 6 |
Black Swift Group, LLC | 4 | 1 | 0.00% | 0.21% | 0.59% | Q3 2018 | Q1 2021 | 6 |
Beacon Capital Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
FORVIS Wealth Advisors, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 6 |
Ten Capital Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.12% | 0.18% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
FIDUCIARY TRUST CO | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 0.74% | 0.82% | 0.94% | Q2 2022 | Q3 2023 | 6 |
Realta Investment Advisors | 6 | 6 | 0.05% | 0.09% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Astor Investment Management LLC | 6 | 6 | 0.00% | 1.39% | 4.23% | Q2 2018 | Q3 2019 | 6 |
WHITTIER TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.58% | 0.66% | 0.72% | Q4 2021 | Q1 2023 | 6 |
Detalus Advisors, LLC | 6 | 6 | 0.14% | 0.38% | 0.74% | Q2 2022 | Q3 2023 | 6 |
RESTON WEALTH MANAGEMENT LLC | 6 | 6 | 0.13% | 0.29% | 0.56% | Q2 2022 | Q3 2023 | 6 |
Founders Financial Alliance, LLC | 6 | 6 | 0.00% | 0.37% | 1.09% | Q2 2022 | Q3 2023 | 6 |
SouthState Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
First Allied Advisory Services, Inc. | 4 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2018 | 6 |
Seaside Wealth Management, Inc. | 6 | 6 | 0.42% | 0.54% | 0.72% | Q2 2022 | Q3 2023 | 6 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 6 | 6 | 0.17% | 0.18% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Ford Financial Group, LLC | 5 | 1 | 0.03% | 0.54% | 1.09% | Q2 2021 | Q4 2022 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
WEALTHSOURCE PARTNERS, LLC | 6 | 6 | 0.07% | 0.25% | 0.42% | Q1 2018 | Q2 2019 | 6 |
OPPENHEIMER & CO INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Personal Wealth Partners | 5 | 1 | 0.00% | 4.56% | 6.72% | Q3 2019 | Q1 2022 | 6 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
MGO ONE SEVEN LLC | 3 | 1 | 0.00% | 0.06% | 0.11% | Q4 2018 | Q1 2022 | 6 |
CAPE COD FIVE CENTS SAVINGS BANK | 4 | 1 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 5 |
FINANCIAL CONSULATE, INC | 5 | 5 | 0.23% | 0.27% | 0.33% | Q1 2018 | Q1 2019 | 5 |
B. Riley Wealth Advisors, Inc. | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
TLWM | 5 | 5 | 2.61% | 2.73% | 2.85% | Q1 2021 | Q1 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.30% | 0.40% | 0.58% | Q3 2021 | Q3 2022 | 5 |
CEDAR CAPITAL, LLC | 4 | 1 | 0.40% | 1.00% | 3.18% | Q4 2015 | Q3 2021 | 5 |
CSM Advisors, LLC | 3 | 2 | 0.09% | 0.14% | 0.20% | Q2 2021 | Q2 2023 | 5 |
Adero Partners, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
AFFINITY WEALTH MANAGEMENT LLC | 5 | 5 | 0.23% | 2.03% | 9.16% | Q4 2018 | Q4 2019 | 5 |
NSI Retail Advisors, LLC | 3 | 2 | 0.21% | 0.33% | 0.45% | Q2 2021 | Q2 2023 | 5 |
D. SCOTT NEAL, INC. | 4 | 1 | 0.11% | 0.39% | 0.83% | Q4 2017 | Q1 2019 | 5 |
H&H Retirement Design & Management INC | 5 | 5 | 0.40% | 0.45% | 0.54% | Q4 2021 | Q4 2022 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Tidal Investments LLC | 4 | 1 | 0.40% | 1.18% | 2.08% | Q4 2020 | Q1 2022 | 5 |
Independent Wealth Network Inc. | 4 | 1 | 0.14% | 0.16% | 0.18% | Q2 2022 | Q3 2023 | 5 |
NORTH STAR ASSET MANAGEMENT INC | 5 | 5 | 0.43% | 0.47% | 0.49% | Q3 2022 | Q3 2023 | 5 |
Clear Perspectives Financial Planning, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.24% | 0.33% | 0.45% | Q4 2022 | Q4 2023 | 5 |
INR ADVISORY SERVICES LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2019 | 5 |
PACIFIC FINANCIAL GROUP INC | 4 | 1 | 0.06% | 1.24% | 2.40% | Q3 2020 | Q4 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 5 |
First PREMIER Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
My Legacy Advisors, LLC | 5 | 5 | 0.17% | 0.18% | 0.22% | Q3 2022 | Q3 2023 | 5 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 5 | 5 | 0.56% | 0.66% | 0.76% | Q4 2021 | Q4 2022 | 5 |
Covington Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Hayden Royal, LLC | 2 | 1 | 0.40% | 0.57% | 0.74% | Q4 2019 | Q2 2021 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 2 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 5 |
Curran Financial Partners, LLC | 5 | 5 | 0.11% | 0.16% | 0.20% | Q4 2020 | Q4 2021 | 5 |
Mirae Asset Global Investments Co., Ltd. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
ADVISOR PARTNERS LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 5 |
B & T Capital Management DBA Alpha Capital Management | 5 | 5 | 0.09% | 0.11% | 0.13% | Q1 2019 | Q1 2020 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SVB WEALTH LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 5 |
Savior LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q2 2021 | 5 |
ALESCO ADVISORS LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 2 | 0.02% | 0.22% | 0.53% | Q3 2018 | Q3 2023 | 5 |
Sterling Investment Advisors, Ltd. | 5 | 5 | 2.29% | 2.45% | 2.54% | Q3 2022 | Q3 2023 | 5 |
Winslow, Evans & Crocker, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
CREDIT SUISSE AG/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q2 2022 | 5 |
Bridgeworth, LLC | 5 | 5 | 0.81% | 3.77% | 5.13% | Q3 2022 | Q3 2023 | 5 |
Sandy Spring Bank | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
CHURCHILL MANAGEMENT Corp | 5 | 5 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q4 2018 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Focused Wealth Management, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 5 | 4.56% | 4.73% | 5.02% | Q1 2022 | Q1 2023 | 5 |
BOKF, NA | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.29% | 1.30% | 2.97% | Q3 2018 | Q2 2021 | 4 |
Bison Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.41% | 0.43% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Acropolis Investment Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2021 | 4 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q4 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.05% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Janney Capital Management LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q3 2020 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 2.91% | 3.20% | 3.61% | Q4 2022 | Q3 2023 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 3.09% | 3.24% | 3.41% | Q4 2022 | Q3 2023 | 4 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Abbot Financial Management, Inc. | 4 | 4 | 0.16% | 0.23% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.13% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.10% | 0.14% | 0.20% | Q3 2022 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Austin Private Wealth, LLC | 4 | 4 | 0.04% | 2.62% | 5.29% | Q4 2022 | Q3 2023 | 4 |
CENTRAL TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
DDFG, Inc | 4 | 4 | 0.58% | 0.78% | 1.29% | Q4 2022 | Q3 2023 | 4 |
ATTICUS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Canal Capital Management, LLC | 4 | 4 | 0.43% | 0.74% | 1.09% | Q1 2018 | Q4 2018 | 4 |
Blue Trust, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
FDx Advisors, Inc. | 3 | 1 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q3 2019 | 4 |
InterOcean Capital Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
NAPLES GLOBAL ADVISORS, LLC | 4 | 4 | 0.12% | 0.13% | 0.13% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 0.64% | 0.68% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Simplicity Wealth,LLC | 4 | 4 | 0.34% | 0.41% | 0.50% | Q4 2021 | Q3 2022 | 4 |
Valtinson Bruner Financial Planning LLC | 3 | 1 | 0.18% | 1.27% | 2.83% | Q4 2018 | Q4 2019 | 4 |
Bank of New York Mellon Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AllGen Financial Advisors, Inc. | 4 | 4 | 2.51% | 2.64% | 2.84% | Q4 2022 | Q3 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.19% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Blue Fin Capital, Inc. | 4 | 4 | 0.10% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Horizon Investments, LLC | 2 | 2 | 0.09% | 3.18% | 4.93% | Q3 2018 | Q2 2021 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.09% | 0.14% | 0.19% | Q4 2022 | Q3 2023 | 4 |
EMC Capital Management | 4 | 4 | 0.03% | 0.08% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 4 |
AIFG Consultants Ltd. | 4 | 4 | 3.57% | 4.18% | 4.46% | Q4 2022 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 10.32% | 10.66% | 11.24% | Q4 2022 | Q3 2023 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.55% | 0.75% | 1.00% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.43% | 0.74% | 1.03% | Q4 2022 | Q3 2023 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
ARKANSAS FINANCIAL GROUP, INC. | 4 | 4 | 0.07% | 0.18% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BKS ADVISORS, LLC | 4 | 4 | 0.08% | 0.11% | 0.12% | Q2 2018 | Q1 2019 | 4 |
Rooted Wealth Advisors, Inc. | 4 | 4 | 0.14% | 1.15% | 2.76% | Q4 2022 | Q3 2023 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 4.26% | 4.99% | 6.69% | Q4 2022 | Q3 2023 | 4 |
TD Capital Management LLC | 4 | 4 | 0.02% | 0.07% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Amplius Wealth Advisors, LLC | 4 | 4 | 0.20% | 3.17% | 4.30% | Q4 2022 | Q3 2023 | 4 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.02% | 0.13% | 0.28% | Q4 2021 | Q3 2023 | 4 |
RDA Financial Network | 4 | 4 | 0.16% | 0.17% | 0.18% | Q1 2019 | Q4 2019 | 4 |
RPG Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
NORTHWEST WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Sterling Group Wealth Management, LLC | 4 | 4 | 3.63% | 4.10% | 5.16% | Q4 2022 | Q3 2023 | 4 |
Straight Path Wealth Management | 4 | 4 | 1.47% | 1.64% | 1.72% | Q4 2021 | Q3 2022 | 4 |
WNY Asset Management, LLC | 4 | 4 | 0.53% | 0.58% | 0.61% | Q4 2022 | Q3 2023 | 4 |
Procyon Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 4 |
Perennial Investment Advisors, LLC | 3 | 1 | 0.08% | 0.38% | 0.54% | Q4 2021 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Watermark Asset Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 1.22% | 3.03% | 5.76% | Q4 2021 | Q3 2022 | 4 |
ICA Group Wealth Management, LLC | 4 | 4 | 0.06% | 0.24% | 0.43% | Q4 2022 | Q3 2023 | 4 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 4 |
S.A. Mason LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Navalign, LLC | 4 | 4 | 0.12% | 0.25% | 0.51% | Q2 2022 | Q1 2023 | 4 |
M&R CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q4 2023 | 4 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 4 |
Private Advisory Group LLC | 2 | 2 | 0.08% | 0.43% | 0.77% | Q4 2018 | Q3 2023 | 4 |
Jackson Wealth Management, LLC | 4 | 4 | 0.52% | 0.54% | 0.58% | Q4 2017 | Q3 2018 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.37% | 0.39% | 0.46% | Q4 2022 | Q3 2023 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
MCF Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Wealth Advisors of Iowa, LLC | 4 | 4 | 0.65% | 1.67% | 4.68% | Q4 2022 | Q3 2023 | 4 |
Sunburst Financial Group, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Tilson Financial Group, Inc. | 4 | 4 | 0.63% | 0.90% | 1.52% | Q4 2022 | Q3 2023 | 4 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.25% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Vigilant Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 4 |
Marmo Financial Group, LLC | 4 | 4 | 10.52% | 12.20% | 16.35% | Q4 2022 | Q3 2023 | 4 |
Lifeworks Advisors, LLC | 3 | 3 | 0.12% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Stonebridge Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 3 |
HORIZON FINANCIAL SERVICES, LLC | 3 | 3 | 0.04% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Pacifica Partners Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
JRM Investment Counsel, LLC | 3 | 3 | 0.36% | 0.50% | 0.64% | Q4 2017 | Q2 2018 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 1 | 0.01% | 0.11% | 0.17% | Q2 2018 | Q3 2023 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HM PAYSON & CO | 3 | 3 | 0.14% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Horizons Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q4 2023 | 3 |
Ameritas Investment Partners, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Strategic Wealth Partners, Ltd. | 2 | 1 | 0.01% | 0.35% | 1.01% | Q4 2017 | Q3 2018 | 3 |
Stonehearth Capital Management, LLC | 3 | 3 | 0.30% | 0.33% | 0.39% | Q2 2019 | Q4 2019 | 3 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Destiny Capital Corp/CO | 3 | 3 | 3.90% | 4.14% | 4.44% | Q4 2022 | Q2 2023 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
TOTH FINANCIAL ADVISORY CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
MERIDIAN MANAGEMENT CO | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Bogart Wealth, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Baystate Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
J.W. COLE ADVISORS, INC. | 2 | 1 | 0.02% | 0.09% | 0.12% | Q1 2021 | Q3 2023 | 3 |
RVW Wealth, LLC | 3 | 3 | 1.55% | 1.72% | 1.90% | Q2 2023 | Q4 2023 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.21% | 0.23% | 0.26% | Q1 2021 | Q3 2021 | 3 |
Lantz Financial LLC | 3 | 3 | 0.43% | 0.57% | 0.67% | Q2 2019 | Q4 2019 | 3 |
Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ROCKY MOUNTAIN ADVISERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 1 | 0.01% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 3 |
EP Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 3 |
Founders Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Barrett Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Beacon Pointe Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Atlas Private Wealth Advisors | 2 | 1 | 0.02% | 3.50% | 5.77% | Q1 2021 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
LYNCH & ASSOCIATES/IN | 3 | 3 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q4 2023 | 3 |
ODonnell Financial Services, LLC | 3 | 3 | 3.54% | 5.85% | 8.46% | Q3 2021 | Q1 2022 | 3 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 3 | 3 | 0.21% | 0.66% | 1.17% | Q1 2023 | Q3 2023 | 3 |
SFG Wealth Management, LLC. | 3 | 3 | 0.33% | 0.35% | 0.37% | Q1 2023 | Q3 2023 | 3 |
PFS INVESTMENTS INC. | 2 | 1 | 1.79% | 2.28% | 3.12% | Q3 2018 | Q1 2021 | 3 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 3 | 3 | 3.03% | 3.21% | 3.37% | Q1 2023 | Q3 2023 | 3 |
Safeguard Financial, LLC | 3 | 3 | 0.34% | 0.37% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Graves Light Lenhart Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Ameritas Advisory Services, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Topel & Distasi Wealth Management, LLC | 3 | 3 | 0.84% | 0.85% | 0.86% | Q1 2023 | Q3 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.14% | 0.15% | 0.16% | Q2 2021 | Q2 2022 | 3 |
Perigon Wealth Management, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q4 2020 | 3 |
Copperwynd Financial, LLC | 2 | 1 | 1.36% | 3.17% | 5.46% | Q4 2017 | Q4 2018 | 3 |
Glovista Investments LLC | 3 | 3 | 0.47% | 0.56% | 0.69% | Q4 2020 | Q2 2021 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.07% | 0.19% | Q3 2022 | Q3 2023 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q2 2022 | Q1 2023 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2017 | 3 |
FIDUCIENT ADVISORS LLC | 2 | 1 | 0.23% | 0.89% | 2.12% | Q1 2022 | Q3 2023 | 3 |
Paulson Wealth Management Inc. | 2 | 1 | 0.16% | 0.78% | 1.19% | Q3 2019 | Q3 2023 | 3 |
Pinnacle Family Advisors, LLC | 2 | 1 | 0.11% | 0.13% | 0.15% | Q4 2020 | Q1 2022 | 3 |
January Capital Advisors LLC | 3 | 3 | 0.65% | 0.82% | 1.17% | Q4 2021 | Q2 2022 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q1 2021 | 3 |
American Trust | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Jacobi Capital Management LLC | 2 | 1 | 0.00% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 3 |
MONECO Advisors, LLC | 2 | 1 | 0.16% | 0.18% | 0.18% | Q3 2021 | Q3 2023 | 3 |
TFG Advisers LLC | 2 | 1 | 0.04% | 0.62% | 0.92% | Q4 2019 | Q3 2023 | 3 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2018 | Q3 2018 | 3 |
Summit Trail Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.12% | 0.14% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Balboa Wealth Partners | 3 | 3 | 0.10% | 0.15% | 0.23% | Q1 2023 | Q3 2023 | 3 |
ONE Advisory Partners, LLC | 3 | 3 | 0.13% | 0.85% | 1.22% | Q3 2022 | Q1 2023 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.01% | 0.05% | 0.08% | Q1 2023 | Q3 2023 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BBVA USA Bancshares, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 3 |
Parkside Financial Bank & Trust | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 3 |
Northeast Financial Consultants Inc | 2 | 1 | 0.06% | 0.13% | 0.18% | Q1 2020 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Eagle Bay Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Leverty Financial Group, LLC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q2 2022 | Q3 2022 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
SENTINEL TRUST CO LBA | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
National Wealth Management Group, LLC | 2 | 2 | 0.32% | 0.34% | 0.35% | Q2 2023 | Q3 2023 | 2 |
DEFINED WEALTH MANAGEMENT, LLC | 2 | 2 | 1.28% | 1.30% | 1.32% | Q2 2023 | Q3 2023 | 2 |
Fund Evaluation Group, LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Gerber Kawasaki Wealth & Investment Management | 2 | 2 | 0.82% | 0.91% | 0.99% | Q2 2023 | Q3 2023 | 2 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 3.82% | 7.63% | Q4 2022 | Q3 2023 | 2 |
Live Oak Investment Partners | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.35% | 0.37% | 0.39% | Q2 2023 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2022 | 2 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Aspire Wealth Management Corp | 2 | 2 | 0.18% | 0.20% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Claremont Financial Group, Inc. | 2 | 2 | 1.25% | 1.26% | 1.26% | Q4 2021 | Q1 2022 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Oakwell Private Wealth Management, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Sebold Capital Management, Inc. | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Pinkerton Retirement Specialists, LLC | 2 | 2 | 0.29% | 0.31% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Golden State Equity Partners | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Keystone Financial Group | 2 | 2 | 0.06% | 0.12% | 0.17% | Q2 2023 | Q3 2023 | 2 |
BARRETT & COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SigFig Wealth Management, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
W.H. Cornerstone Investments Inc. | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
AllSquare Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Marion Wealth Management | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Per Stirling Capital Management, LLC. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 2 |
Parcion Private Wealth LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Vawter Financial, Ltd. | 2 | 2 | 0.32% | 0.35% | 0.37% | Q2 2023 | Q3 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Eldridge Investment Advisors, Inc. | 2 | 2 | 0.17% | 0.31% | 0.45% | Q2 2023 | Q3 2023 | 2 |
BALLAST ADVISORS LLC | 2 | 2 | 0.11% | 0.16% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 2 | 2 | 2.14% | 2.24% | 2.35% | Q2 2023 | Q3 2023 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Flower City Capital | 2 | 2 | 0.22% | 0.24% | 0.26% | Q1 2022 | Q2 2022 | 2 |
Brand Asset Management Group, Inc. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q3 2018 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
High Falls Advisors, Inc | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Stone House Investment Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q1 2019 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Whitegate Investment Counselors, Inc. | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
McAdam, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Financial Freedom, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Shoker Investment Counsel, Inc. | 2 | 2 | 0.61% | 0.61% | 0.62% | Q2 2023 | Q3 2023 | 2 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q2 2022 | 2 |
Chessman Wealth Strategies RIA | 2 | 2 | 4.97% | 7.16% | 9.34% | Q3 2018 | Q4 2018 | 2 |
HARBOR ADVISORY CORP /MA/ | 2 | 2 | 0.24% | 0.25% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Epstein & White Financial LLC | 2 | 2 | 0.24% | 0.28% | 0.31% | Q2 2018 | Q3 2018 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
1900 WEALTH MANAGEMENT LLC | 2 | 2 | 0.62% | 0.64% | 0.66% | Q2 2023 | Q3 2023 | 2 |
First Ascent Asset Management, LLC | 2 | 2 | 0.87% | 0.98% | 1.09% | Q4 2019 | Q1 2020 | 2 |
Grove Bank & Trust | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Private Portfolio Partners LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q3 2022 | Q4 2022 | 2 |
TEXAS PERMANENT SCHOOL FUND CORP | 2 | 2 | 0.16% | 0.17% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Financial Futures Ltd Liability Co. | 2 | 2 | 0.30% | 0.32% | 0.35% | Q4 2021 | Q1 2022 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Bull Oak Capital, LLC | 2 | 2 | 3.75% | 4.57% | 5.40% | Q4 2021 | Q1 2022 | 2 |
SG Americas Securities, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
MAI Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Investments & Financial Planning, LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Sharkey, Howes & Javer | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 0.56% | 0.69% | 0.82% | Q2 2023 | Q3 2023 | 2 |
Stokes Family Office, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Salomon & Ludwin, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Northwest Bancshares, Inc. | 2 | 2 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2019 | Q1 2020 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
ARS Investment Partners, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Affinity Capital Advisors, LLC | 2 | 2 | 0.74% | 0.81% | 0.87% | Q2 2023 | Q3 2023 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WELCH & FORBES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PFG Advisors | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
PCA Investment Advisory Services Inc. | 2 | 2 | 0.42% | 0.44% | 0.47% | Q2 2023 | Q3 2023 | 2 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Aspire Capital Advisors LLC | 2 | 2 | 4.32% | 4.39% | 4.46% | Q2 2023 | Q3 2023 | 2 |
WHALEROCK POINT PARTNERS, LLC | 2 | 2 | 0.39% | 0.40% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Integrity Financial Corp /WA | 2 | 2 | 1.01% | 1.02% | 1.02% | Q2 2023 | Q3 2023 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Southeast Asset Advisors Inc. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
WHITE PINE CAPITAL LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Princeton Global Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Levy Wealth Management Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 2 |
Values Added Financial LLC | 2 | 2 | 0.66% | 0.68% | 0.70% | Q2 2023 | Q3 2023 | 2 |
Manhattan West Asset Management, LLC | 2 | 2 | 0.30% | 0.37% | 0.43% | Q2 2023 | Q3 2023 | 2 |
PEAK FINANCIAL ADVISORS LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2021 | Q2 2021 | 2 |
Western Pacific Wealth Management, LP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Prairie Sky Financial Group LLC | 2 | 2 | 1.83% | 1.88% | 1.93% | Q2 2023 | Q3 2023 | 2 |
McGuire Investment Group, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Asset Management Group, Inc. | 2 | 2 | 1.21% | 1.23% | 1.25% | Q2 2023 | Q3 2023 | 2 |
Edge Capital Group, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
VALLEY FINANCIAL MANAGEMENT, INC. | 2 | 2 | 1.58% | 2.29% | 3.01% | Q1 2023 | Q2 2023 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ziegler Capital Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
NorthRock Partners, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Astoria Portfolio Advisors LLC. | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Sage Financial Management Group, Inc. | 2 | 2 | 1.23% | 6.65% | 12.07% | Q2 2023 | Q3 2023 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Wall Capital Group, Inc. | 2 | 2 | 5.90% | 6.52% | 7.13% | Q2 2023 | Q3 2023 | 2 |
Fragasso Group Inc. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2017 | Q4 2017 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Indie Asset Partners, LLC | 2 | 2 | 0.55% | 0.60% | 0.64% | Q2 2023 | Q3 2023 | 2 |
IFG Advisors, LLC | 2 | 2 | 0.82% | 0.93% | 1.04% | Q2 2023 | Q3 2023 | 2 |
Laraway Financial Advisors Inc | 2 | 2 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Alaska Wealth Advisors | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Compass Financial Group, INC/SD | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q4 2019 | 2 |
Taylor & Morgan Wealth Management, LLC | 2 | 2 | 8.87% | 8.97% | 9.07% | Q2 2023 | Q3 2023 | 2 |
Carr Financial Group Corp | 2 | 2 | 0.23% | 0.48% | 0.72% | Q2 2023 | Q3 2023 | 2 |
Triumph Capital Management | 2 | 2 | 0.22% | 0.36% | 0.50% | Q2 2023 | Q3 2023 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.24% | 0.26% | 0.28% | Q3 2020 | Q4 2020 | 2 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 2 | 2 | 2.82% | 2.86% | 2.89% | Q2 2023 | Q3 2023 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Capital CS Group, LLC | 2 | 2 | 0.47% | 0.75% | 1.02% | Q2 2023 | Q3 2023 | 2 |
Intrua Financial, LLC | 1 | 1 | 0.06% | 0.10% | 0.13% | Q3 2020 | Q4 2022 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.13% | 0.15% | 0.17% | Q3 2022 | Q4 2022 | 2 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 2 |
Front Row Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.26% | 0.27% | 0.27% | Q4 2022 | Q1 2023 | 2 |
Plante Moran Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q3 2022 | 2 |
Beaumont Financial Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q3 2021 | Q1 2022 | 2 |
Carmel Capital Partners, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
DENVER WEALTH MANAGEMENT, INC. | 2 | 2 | 1.79% | 1.81% | 1.84% | Q2 2023 | Q3 2023 | 2 |
Moors & Cabot, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Hexagon Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Garden State Investment Advisory Services LLC | 2 | 2 | 1.18% | 1.24% | 1.29% | Q2 2023 | Q3 2023 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
TITLEIST ASSET MANAGEMENT, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
BRIGGS ADVISORY GROUP, INC. | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
F/M Investments LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2021 | Q1 2022 | 2 |
Sand Hill Global Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
McIlrath & Eck, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Atlantic Private Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
JOURNEY STRATEGIC WEALTH LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Legacy CG, LLC | 2 | 2 | 0.58% | 0.63% | 0.68% | Q1 2022 | Q2 2022 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q2 2023 | Q3 2023 | 2 |
DB Wealth Management Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Visionary Asset Management, Inc. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Smithfield Trust Co | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Hills Bank & Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
MONUMENTAL FINANCIAL GROUP INC. | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
LBMC INVESTMENT ADVISORS, LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Pachira Investments Inc. | 2 | 2 | 9.01% | 9.13% | 9.24% | Q2 2023 | Q3 2023 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Argent Trust Co | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Kingsbury Capital Investment Advisors LLC | 2 | 2 | 0.33% | 0.35% | 0.36% | Q1 2022 | Q2 2022 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sterling Financial Planning, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Econ Financial Services Corp | 2 | 2 | 2.01% | 2.22% | 2.43% | Q3 2022 | Q4 2022 | 2 |
MONTAG A & ASSOCIATES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Legacy Private Trust Co. | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Adams Wealth Management | 2 | 2 | 0.10% | 0.13% | 0.17% | Q1 2023 | Q2 2023 | 2 |
LGT Financial Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Banco Santander, S.A. | 2 | 2 | 0.16% | 0.19% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Sentinus, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q2 2023 | 2 |
FORTE CAPITAL LLC /ADV | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Strategic Financial Concepts, LLC | 2 | 2 | 0.18% | 0.28% | 0.38% | Q2 2023 | Q3 2023 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Bill Few Associates, Inc. | 2 | 2 | 0.35% | 0.35% | 0.35% | Q2 2023 | Q3 2023 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q4 2023 | 2 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 2 |
Private Ocean, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Carnegie Capital Asset Management, LLC | 2 | 2 | 0.31% | 0.36% | 0.42% | Q2 2023 | Q3 2023 | 2 |
Visionary Wealth Advisors | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Main Street Financial Solutions, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
BLB&B Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.45% | 0.47% | 0.49% | Q2 2023 | Q3 2023 | 2 |
UBS AG | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 2 |
Prosperity Consulting Group, LLC | 2 | 2 | 0.26% | 0.33% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 2 |
FineMark National Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Westwind Capital | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2023 | Q2 2023 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 2.01% | 2.01% | 2.01% | Q3 2023 | Q3 2023 | 1 |
MARIPAU WEALTH MANAGEMENT LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
Gilman Hill Asset Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 3.75% | 3.75% | 3.75% | Q3 2023 | Q3 2023 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 6.08% | 6.08% | 6.08% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Donoghue Forlines LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2020 | Q4 2020 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2023 | Q3 2023 | 1 |
NVWM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Octavia Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
AlphaQ Advisors LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ACT Advisors, LLC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Financial Insights, Inc. | 1 | 1 | 2.39% | 2.39% | 2.39% | Q3 2023 | Q3 2023 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 3.14% | 3.14% | 3.14% | Q3 2023 | Q3 2023 | 1 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Echo Wealth Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
WFG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cardinal Strategic Wealth Guidance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Heartwood Wealth Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Essex Savings Bank | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Amundi | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2023 | Q3 2023 | 1 |
Davidson Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Apexium Financial, LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2018 | Q4 2018 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lansing Street Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
Paragon Advisors, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2019 | Q4 2019 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Bernicke Wealth Management, Ltd. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2020 | Q2 2020 | 1 |
Mayfair Advisory Group, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Tranquilli Financial Advisor LLC | 1 | 1 | 3.11% | 3.11% | 3.11% | Q1 2021 | Q1 2021 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PATRON PARTNERS, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 6.21% | 6.21% | 6.21% | Q3 2023 | Q3 2023 | 1 |
ALPS ADVISORS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OAK HARBOR WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
9258 Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q4 2022 | 1 |
FIDUCIARY MANAGEMENT INC /WI/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Wilson & Boucher Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Eagle Strategies LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Baron Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Bernardo Wealth Planning LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2019 | Q3 2019 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2018 | Q2 2018 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 7.76% | 7.76% | 7.76% | Q3 2023 | Q3 2023 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 2.30% | 2.30% | 2.30% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2018 | Q1 2018 | 1 |
L & S Advisors Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
LOCKERMAN FINANCIAL GROUP, INC. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Main Line Retirement Advisors, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2023 | Q2 2023 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2018 | Q3 2018 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Crumly & Associates Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
WealthTrust Asset Management, LLC | 1 | 1 | 2.18% | 2.18% | 2.18% | Q2 2021 | Q2 2021 | 1 |
BASSO CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SADOFF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Rinkey Investments | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2015 | Q3 2015 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Smart Money Group LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Arcadia Wealth Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WT Wealth Management | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Matrix Trust Co | 1 | 1 | 2.91% | 2.91% | 2.91% | Q2 2020 | Q2 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Evensky & Katz LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Fiduciary Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FIRST COMMUNITY TRUST NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.