Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
PARSONS CAPITAL MANAGEMENT INC/RI | 40 | 40 | 0.03% | 0.07% | 0.11% | Q4 2013 | Q3 2023 | 40 |
ROYAL BANK OF CANADA | 26 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 38 |
BANK OF AMERICA CORP /DE/ | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
CITIGROUP INC | 13 | 12 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 37 |
FOSTER & MOTLEY INC | 37 | 37 | 0.05% | 2.63% | 3.39% | Q3 2014 | Q3 2023 | 37 |
VALLEY NATIONAL ADVISERS INC | 35 | 35 | 0.01% | 0.13% | 0.59% | Q1 2015 | Q3 2023 | 35 |
Charles Schwab Investment Advisory, Inc. | 35 | 35 | 0.92% | 3.53% | 5.25% | Q1 2015 | Q3 2023 | 35 |
CABOT WEALTH MANAGEMENT INC | 34 | 34 | 0.13% | 1.37% | 1.99% | Q2 2015 | Q3 2023 | 34 |
Vigilant Capital Management, LLC | 24 | 10 | 0.00% | 1.55% | 4.40% | Q4 2014 | Q2 2023 | 34 |
CAHILL FINANCIAL ADVISORS INC | 33 | 33 | 0.20% | 0.35% | 0.54% | Q3 2015 | Q3 2023 | 33 |
Creative Planning | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Asset Dedication, LLC | 26 | 5 | 0.68% | 1.10% | 1.60% | Q4 2015 | Q3 2023 | 31 |
UBS Group AG | 30 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 30 |
Tortoise Investment Management, LLC | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Financial Architects, Inc | 24 | 1 | 0.03% | 0.23% | 0.64% | Q1 2015 | Q2 2023 | 29 |
BlackRock Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2023 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
LPL Financial LLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 27 |
Cambridge Investment Research Advisors, Inc. | 27 | 27 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 26 | 26 | 0.00% | 0.30% | 0.61% | Q4 2014 | Q1 2021 | 26 |
MML INVESTORS SERVICES, LLC | 24 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 25 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2022 | 25 |
US BANCORP \DE\ | 13 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
Brinker Capital Investments, LLC | 25 | 25 | 0.04% | 0.48% | 1.25% | Q4 2016 | Q4 2022 | 25 |
Morningstar Investment Services LLC | 24 | 24 | 0.08% | 0.86% | 1.25% | Q4 2017 | Q3 2023 | 24 |
Waverly Advisors, LLC | 24 | 24 | 0.07% | 0.20% | 0.32% | Q4 2017 | Q3 2023 | 24 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2023 | 24 |
Versant Capital Management, Inc | 24 | 24 | 0.01% | 0.08% | 0.11% | Q1 2018 | Q4 2023 | 24 |
Armor Investment Advisors, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 24 |
McAdam, LLC | 23 | 23 | 0.00% | 2.22% | 4.02% | Q1 2018 | Q3 2023 | 23 |
Bangor Savings Bank | 23 | 23 | 0.07% | 0.14% | 0.23% | Q1 2018 | Q3 2023 | 23 |
Carroll Financial Associates, Inc. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 23 |
Global Retirement Partners, LLC | 16 | 7 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 23 |
AdvisorNet Financial, Inc | 18 | 5 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 23 |
Ackerman Capital Advisors, LLC | 20 | 1 | 0.14% | 2.14% | 9.95% | Q2 2017 | Q3 2023 | 23 |
Financial Management Professionals, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Gilbert & Cook, Inc. | 22 | 22 | 0.08% | 0.40% | 1.01% | Q1 2018 | Q2 2023 | 22 |
QUADRANT CAPITAL GROUP LLC | 22 | 22 | 0.02% | 0.61% | 1.38% | Q2 2018 | Q3 2023 | 22 |
Gradient Investments LLC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 22 |
Patriot Financial Group Insurance Agency, LLC | 22 | 22 | 0.02% | 0.06% | 0.09% | Q1 2018 | Q2 2023 | 22 |
Elgethun Capital Management | 22 | 22 | 2.02% | 5.57% | 8.06% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Allworth Financial LP | 16 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 21 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20 | 1 | 0.01% | 0.10% | 0.51% | Q4 2015 | Q3 2023 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Parallel Advisors, LLC | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Cetera Advisor Networks LLC | 11 | 10 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Edge Capital Group, LLC | 20 | 20 | 0.02% | 0.21% | 0.57% | Q4 2018 | Q3 2023 | 20 |
Morningstar Investment Management LLC | 20 | 20 | 0.78% | 1.68% | 3.09% | Q4 2018 | Q3 2023 | 20 |
Gratus Capital, LLC | 20 | 20 | 0.01% | 0.15% | 0.32% | Q3 2018 | Q2 2023 | 20 |
RHS Financial, LLC | 20 | 20 | 2.52% | 3.67% | 4.61% | Q4 2018 | Q3 2023 | 20 |
HHM Wealth Advisors, LLC | 20 | 20 | 1.86% | 2.49% | 3.56% | Q4 2018 | Q3 2023 | 20 |
ALPS ADVISORS INC | 20 | 20 | 0.03% | 0.13% | 0.21% | Q4 2018 | Q3 2023 | 20 |
Sound Income Strategies, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
SIGNATUREFD, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 20 |
Merriman Wealth Management, LLC | 9 | 1 | 0.04% | 0.44% | 1.11% | Q3 2016 | Q2 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 20 |
JANICZEK WEALTH MANAGEMENT, LLC | 20 | 20 | 0.08% | 0.19% | 0.40% | Q4 2018 | Q3 2023 | 20 |
PITTENGER & ANDERSON INC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2020 | 19 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18 | 1 | 0.05% | 0.19% | 0.28% | Q2 2018 | Q3 2023 | 19 |
LBMC INVESTMENT ADVISORS, LLC | 12 | 7 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 19 |
MOLLER WEALTH PARTNERS | 19 | 19 | 0.10% | 1.84% | 2.59% | Q1 2019 | Q3 2023 | 19 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 19 |
Raymond James Financial Services Advisors, Inc. | 18 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Lee Financial Co | 19 | 19 | 0.00% | 3.24% | 7.82% | Q1 2019 | Q3 2023 | 19 |
Steward Partners Investment Advisory, LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 18 |
Financial Advocates Investment Management | 18 | 18 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q1 2022 | 18 |
VICTORY CAPITAL MANAGEMENT INC | 18 | 18 | 0.08% | 0.14% | 0.22% | Q2 2019 | Q3 2023 | 18 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2021 | 18 |
PRIVATE CAPITAL MANAGEMENT LLC | 18 | 18 | 0.12% | 0.20% | 0.30% | Q2 2019 | Q3 2023 | 18 |
Advisory Services Network, LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q1 2023 | 18 |
Cheviot Value Management, LLC | 18 | 18 | 0.15% | 0.43% | 0.74% | Q2 2019 | Q3 2023 | 18 |
LINCOLN NATIONAL CORP | 17 | 17 | 0.03% | 0.15% | 0.18% | Q3 2019 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 17 |
Kelman-Lazarov, Inc. | 17 | 17 | 0.22% | 3.63% | 4.71% | Q3 2019 | Q3 2023 | 17 |
ASPIRIANT, LLC | 15 | 1 | 0.02% | 0.49% | 1.49% | Q1 2018 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Alpha Omega Wealth Management LLC | 13 | 4 | 0.03% | 0.20% | 0.46% | Q1 2019 | Q3 2023 | 17 |
FIRST NATIONAL CORP /MA/ /ADV | 15 | 2 | 0.02% | 0.30% | 0.53% | Q4 2018 | Q3 2023 | 17 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 17 |
Charles Schwab Trust Co | 17 | 17 | 0.06% | 1.45% | 3.65% | Q3 2019 | Q3 2023 | 17 |
TCI Wealth Advisors, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2022 | 16 |
Wade Financial Advisory, Inc | 16 | 16 | 1.20% | 1.58% | 2.67% | Q4 2019 | Q3 2023 | 16 |
SOL Capital Management CO | 14 | 2 | 0.09% | 0.19% | 0.23% | Q2 2014 | Q1 2020 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.12% | 0.32% | 0.99% | Q4 2019 | Q3 2023 | 16 |
PARK AVENUE SECURITIES LLC | 13 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 8 | 0.18% | 0.47% | 0.63% | Q3 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 0.18% | 0.40% | 0.84% | Q4 2019 | Q3 2023 | 16 |
Your Advocates Ltd., LLP | 16 | 16 | 0.62% | 6.54% | 12.18% | Q4 2019 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.51% | 1.36% | 1.86% | Q4 2019 | Q3 2023 | 16 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
West Coast Financial LLC | 15 | 15 | 0.11% | 0.22% | 0.76% | Q2 2016 | Q4 2019 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Opes Wealth Management LLC | 15 | 15 | 0.82% | 1.42% | 2.09% | Q1 2019 | Q3 2022 | 15 |
Janney Montgomery Scott LLC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 15 |
CVA Family Office, LLC | 15 | 15 | 0.04% | 0.68% | 1.90% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Atria Investments, Inc | 8 | 7 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q1 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Savant Capital, LLC | 15 | 15 | 0.10% | 0.65% | 2.06% | Q1 2020 | Q3 2023 | 15 |
Litman Gregory Wealth Management LLC | 13 | 2 | 0.01% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 15 |
OXFORD FINANCIAL GROUP, LTD. LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2022 | 15 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 15 | 15 | 0.16% | 0.21% | 0.27% | Q1 2020 | Q3 2023 | 15 |
MADISON WEALTH MANAGEMENT | 14 | 1 | 0.08% | 0.35% | 0.59% | Q4 2019 | Q3 2023 | 15 |
Vivaldi Capital Management LP | 15 | 15 | 0.06% | 0.20% | 0.48% | Q1 2020 | Q3 2023 | 15 |
1832 Asset Management L.P. | 15 | 15 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
CHILTON CAPITAL MANAGEMENT LLC | 15 | 15 | 0.02% | 0.18% | 0.50% | Q1 2020 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
SeaCrest Wealth Management, LLC | 9 | 6 | 0.00% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 15 |
Unison Advisors LLC | 14 | 14 | 0.09% | 3.60% | 8.09% | Q2 2020 | Q3 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 10 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 14 |
HighTower Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
Sculati Wealth Management, LLC | 14 | 14 | 0.24% | 1.09% | 2.24% | Q2 2020 | Q3 2023 | 14 |
Baird Financial Group, Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Clearstead Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
IFG Advisory, LLC | 14 | 14 | 0.18% | 0.25% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 14 |
Intelligence Driven Advisers, LLC | 14 | 14 | 0.04% | 0.45% | 1.18% | Q4 2018 | Q1 2022 | 14 |
BANK OF MONTREAL /CAN/ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 14 |
Kathmere Capital Management, LLC | 13 | 13 | 0.04% | 1.09% | 1.61% | Q3 2020 | Q3 2023 | 13 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2021 | 13 |
Aptus Capital Advisors, LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 13 |
Relaxing Retirement Coach | 13 | 13 | 0.42% | 1.81% | 2.40% | Q4 2017 | Q4 2020 | 13 |
True North Advisors, LLC | 11 | 2 | 0.08% | 0.19% | 0.28% | Q1 2020 | Q3 2023 | 13 |
Mariner, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Texas Yale Capital Corp. | 13 | 13 | 0.10% | 0.12% | 0.16% | Q4 2016 | Q4 2019 | 13 |
BBVA USA Bancshares, Inc. | 13 | 13 | 0.03% | 0.05% | 0.07% | Q1 2018 | Q1 2021 | 13 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 13 |
Jackson Creek Investment Advisors LLC | 13 | 13 | 0.37% | 0.46% | 0.61% | Q3 2020 | Q3 2023 | 13 |
CWM, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 13 |
Almanack Investment Partners, LLC. | 11 | 2 | 0.16% | 0.93% | 2.12% | Q4 2019 | Q3 2023 | 13 |
Tarbox Family Office, Inc. | 13 | 13 | 0.02% | 0.10% | 0.38% | Q1 2017 | Q1 2020 | 13 |
Advisory Alpha, LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q1 2020 | 12 |
APPLETON PARTNERS INC/MA | 12 | 12 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2023 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.09% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Prairiewood Capital, LLC | 12 | 12 | 3.09% | 3.39% | 3.63% | Q4 2020 | Q3 2023 | 12 |
Pekin Hardy Strauss, Inc. | 12 | 12 | 0.03% | 0.41% | 0.60% | Q4 2019 | Q3 2022 | 12 |
HARBOR ADVISORY CORP /MA/ | 12 | 12 | 0.14% | 0.52% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.22% | 0.30% | 0.43% | Q4 2020 | Q3 2023 | 12 |
OLD MISSION CAPITAL LLC | 5 | 2 | 0.02% | 0.17% | 0.62% | Q1 2017 | Q1 2023 | 12 |
Apollon Wealth Management, LLC | 12 | 12 | 0.08% | 0.12% | 0.26% | Q4 2020 | Q3 2023 | 12 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Hochman Cole Investment Advisors, Inc. | 8 | 4 | 0.10% | 0.21% | 0.29% | Q3 2017 | Q3 2021 | 12 |
Private Ocean, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 12 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
PRUDENTIAL FINANCIAL INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Edge Wealth Management LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Capital Asset Advisory Services LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Seven Springs Wealth Group, LLC | 11 | 11 | 2.19% | 3.26% | 3.91% | Q1 2021 | Q3 2023 | 11 |
Adero Partners, LLC | 11 | 11 | 0.03% | 0.30% | 0.75% | Q4 2019 | Q2 2022 | 11 |
Beacon Pointe Advisors, LLC | 8 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Hudock, Inc. | 11 | 11 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2022 | 11 |
Sargent Bickham Lagudis LLC | 5 | 1 | 0.00% | 0.01% | 0.09% | Q4 2016 | Q4 2022 | 11 |
Foster Group, Inc. | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
ENTERPRISE FINANCIAL SERVICES CORP | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2021 | 11 |
HOWE & RUSLING INC | 4 | 1 | 0.00% | 0.06% | 0.44% | Q2 2017 | Q3 2023 | 11 |
OARSMAN CAPITAL, INC. | 11 | 11 | 0.14% | 0.26% | 0.44% | Q1 2021 | Q3 2023 | 11 |
NEXT Financial Group, Inc | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 10 |
Birchcreek Wealth Management, LLC | 9 | 1 | 0.13% | 0.37% | 0.55% | Q4 2020 | Q2 2023 | 10 |
MorganRosel Wealth Management, LLC | 5 | 2 | 0.10% | 0.79% | 3.47% | Q1 2019 | Q3 2023 | 10 |
GLENMEDE TRUST CO NA | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 10 |
Silicon Hills Wealth Management, LLC | 10 | 10 | 0.32% | 1.86% | 4.68% | Q4 2019 | Q1 2022 | 10 |
SWMG, LLC | 6 | 4 | 0.16% | 0.50% | 0.77% | Q4 2020 | Q2 2023 | 10 |
FINANCIAL CONSULATE, INC | 9 | 1 | 0.18% | 0.25% | 0.34% | Q4 2014 | Q3 2018 | 10 |
HM PAYSON & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Focused Wealth Management, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Covenant Multifamily Offices, LLC | 10 | 10 | 0.07% | 0.11% | 0.16% | Q2 2019 | Q3 2021 | 10 |
SHINE INVESTMENT ADVISORY SERVICES INC | 10 | 10 | 0.06% | 0.54% | 1.00% | Q2 2018 | Q3 2020 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
BerganKDV Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 10 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.01% | 0.62% | 1.20% | Q3 2021 | Q3 2023 | 9 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.00% | 0.04% | 0.08% | Q3 2017 | Q1 2021 | 9 |
Essex LLC | 9 | 9 | 0.22% | 0.33% | 0.69% | Q3 2021 | Q3 2023 | 9 |
Stratos Wealth Partners, LTD. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2019 | 9 |
Investors Research Corp | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Opes Advisors Inc | 9 | 9 | 0.36% | 0.74% | 2.00% | Q4 2016 | Q4 2018 | 9 |
WestHill Financial Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 9 |
Foster Victor Wealth Advisors, LLC | 6 | 3 | 0.04% | 0.08% | 0.16% | Q2 2019 | Q3 2021 | 9 |
BOKF, NA | 7 | 2 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q2 2023 | 9 |
MCF Advisors LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Avion Wealth | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
EP Wealth Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Fragasso Group Inc. | 9 | 9 | 0.06% | 0.10% | 0.20% | Q4 2021 | Q4 2023 | 9 |
Proficio Capital Partners LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
361 CAPITAL LLC | 9 | 9 | 0.12% | 0.24% | 0.47% | Q2 2018 | Q2 2020 | 9 |
Kistler-Tiffany Companies, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
Endurance Wealth Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Callan Capital, LLC | 8 | 8 | 0.12% | 0.33% | 1.06% | Q4 2021 | Q3 2023 | 8 |
Key FInancial Inc | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.00% | 0.14% | 0.37% | Q3 2018 | Q2 2020 | 8 |
Haverford Trust Co | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
MUFG Americas Holdings Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.04% | 0.10% | 0.17% | Q1 2020 | Q4 2021 | 8 |
PIN OAK INVESTMENT ADVISORS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Northland Capital Management LLC | 8 | 8 | 1.33% | 3.04% | 4.67% | Q4 2021 | Q3 2023 | 8 |
Lowe Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Bedel Financial Consulting, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Moisand Fitzgerald Tamayo, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Geneos Wealth Management Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.07% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Solitude Financial Services | 8 | 8 | 0.26% | 0.34% | 0.51% | Q4 2021 | Q3 2023 | 8 |
SPC Financial, Inc. | 5 | 3 | 0.06% | 0.20% | 0.37% | Q3 2017 | Q4 2019 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.03% | 0.24% | Q4 2021 | Q3 2023 | 8 |
COLLECTIVE FAMILY OFFICE LLC | 8 | 8 | 0.10% | 0.64% | 1.04% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.39% | 0.75% | 1.14% | Q3 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.06% | 0.37% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Red Tortoise LLC | 4 | 4 | 1.14% | 1.37% | 1.63% | Q3 2021 | Q3 2023 | 8 |
GIRARD SECURITIES, INC. | 8 | 8 | 0.28% | 0.69% | 1.25% | Q4 2015 | Q3 2017 | 8 |
M&T BANK CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Index Fund Advisors, Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
HUNTINGTON NATIONAL BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 8 |
Lenox Wealth Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 8 |
Bogart Wealth, LLC | 5 | 3 | 0.00% | 1.09% | 3.59% | Q1 2020 | Q2 2022 | 8 |
FIRST MANHATTAN CO. LLC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2022 | 8 |
AE Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ADE, LLC | 8 | 8 | 0.24% | 0.33% | 0.88% | Q4 2020 | Q3 2022 | 8 |
CUTLER INVESTMENT COUNSEL LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Glassman Wealth Services | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.31% | 1.22% | 1.81% | Q4 2021 | Q2 2023 | 7 |
CARDIFF PARK ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Larson Financial Group LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ACG Wealth | 6 | 1 | 0.00% | 0.06% | 0.25% | Q1 2020 | Q2 2022 | 7 |
TimeScale Financial, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 7 |
Belpointe Asset Management LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 7 |
OneDigital Investment Advisors LLC | 7 | 7 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q4 2019 | 7 |
Jacobi Capital Management LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 7 |
MAI Capital Management | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 7 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 7 |
Retirement Group, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 5 | 2 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q3 2023 | 7 |
1834 INVESTMENT ADVISORS CO | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 7 |
Kinsight, LLC | 7 | 7 | 0.78% | 1.18% | 3.06% | Q4 2015 | Q2 2017 | 7 |
Opus Capital Group, LLC | 7 | 7 | 0.11% | 0.15% | 0.16% | Q1 2022 | Q3 2023 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ADIRONDACK TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Clarus Group, Inc. | 4 | 3 | 0.18% | 0.21% | 0.28% | Q1 2021 | Q3 2023 | 7 |
AlphaCore Capital LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 7 |
Rosenberg Matthew Hamilton | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Sandy Spring Bank | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Ten Capital Wealth Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
Perigon Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2020 | 7 |
SCOTIA CAPITAL INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.01% | 0.28% | 1.16% | Q1 2020 | Q1 2023 | 7 |
SOA Wealth Advisors, LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Santori & Peters, Inc. | 7 | 7 | 0.16% | 0.38% | 0.67% | Q4 2017 | Q2 2019 | 7 |
Kalos Management, Inc. | 3 | 1 | 0.11% | 0.21% | 0.59% | Q4 2017 | Q2 2023 | 7 |
JNBA Financial Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
CIBC WORLD MARKET INC. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2020 | 7 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.05% | 0.29% | Q3 2018 | Q4 2020 | 6 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2020 | 6 |
SENTINEL PENSION ADVISORS INC | 6 | 6 | 0.17% | 0.33% | 0.91% | Q4 2019 | Q1 2021 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 6 |
WADE G W & INC | 4 | 2 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 6 |
BOENNING & SCATTERGOOD, INC. | 6 | 6 | 0.21% | 0.24% | 0.25% | Q3 2020 | Q4 2021 | 6 |
Lindbrook Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
John W. Brooker & Co., CPAs | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Bison Wealth, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 6 |
AVALON CAPITAL MANAGEMENT | 5 | 1 | 1.21% | 2.94% | 5.64% | Q1 2016 | Q3 2018 | 6 |
Prestige Wealth Management Group LLC | 5 | 1 | 0.00% | 0.17% | 0.27% | Q4 2018 | Q4 2021 | 6 |
Center for Financial Planning, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Commonwealth Equity Services, Inc | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2017 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ACIMA PRIVATE WEALTH, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Systelligence, LLC | 4 | 2 | 0.43% | 1.90% | 4.23% | Q3 2021 | Q4 2023 | 6 |
Vantage Investment Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
COWA, LLC | 6 | 6 | 0.19% | 0.37% | 0.81% | Q2 2022 | Q3 2023 | 6 |
H&H Retirement Design & Management INC | 5 | 1 | 0.13% | 1.14% | 1.58% | Q4 2021 | Q2 2023 | 6 |
Johnson Bixby & Associates, LLC | 6 | 6 | 0.87% | 1.10% | 1.26% | Q2 2022 | Q3 2023 | 6 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Prime Capital Investment Advisors, LLC | 4 | 1 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q1 2020 | 5 |
Faithward Advisors, LLC | 5 | 5 | 0.00% | 0.03% | 0.08% | Q1 2022 | Q1 2023 | 5 |
Live Your Vision, LLC | 3 | 2 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q1 2019 | 5 |
Newman Dignan & Sheerar, Inc. | 5 | 5 | 0.11% | 0.31% | 0.44% | Q2 2021 | Q2 2022 | 5 |
WEALTHFRONT Corp | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 5 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 1 | 0.62% | 0.76% | 1.14% | Q2 2018 | Q4 2019 | 5 |
FRANKLIN RESOURCES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
FDx Advisors, Inc. | 3 | 2 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2019 | 5 |
Coastwise Capital Group, LLC | 4 | 1 | 0.24% | 0.25% | 0.26% | Q2 2022 | Q3 2023 | 5 |
WHITTIER TRUST CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 5 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2022 | 5 |
HCR Wealth Advisors | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Clark Capital Management Group, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Chicago Partners Investment Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
D'Orazio & Associates, Inc. | 2 | 1 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q4 2022 | 5 |
WOLFF WIESE MAGANA LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cordant, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Tradition Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
STIFEL FINANCIAL CORP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
WMS Partners, LLC | 5 | 5 | 0.04% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Huber Financial Advisors, LLC | 5 | 5 | 0.20% | 0.80% | 1.62% | Q1 2019 | Q1 2020 | 5 |
Ulland Investment Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Virtu KCG Holdings LLC | 3 | 2 | 0.01% | 0.04% | 0.09% | Q1 2016 | Q2 2017 | 5 |
Evensky & Katz LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
BRIGHTON JONES LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Continuum Advisory, LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q2 2023 | 5 |
Beaumont Financial Partners, LLC | 5 | 5 | 0.11% | 0.41% | 0.69% | Q3 2019 | Q3 2020 | 5 |
COLONY GROUP LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 5 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 4 |
Betterment LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 4 |
CENTRAL TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Austin Private Wealth, LLC | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MEEDER ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
MSI Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 4 |
Wealthfront Advisers LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q3 2019 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
ALESCO ADVISORS LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Cetera Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 4 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.64% | 0.67% | 0.71% | Q4 2022 | Q3 2023 | 4 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
Strengthening Families & Communities, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Sawyer & Company, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Gibson Capital, LLC | 4 | 4 | 0.21% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.05% | 0.25% | 0.76% | Q4 2017 | Q3 2018 | 4 |
Camelot Portfolios, LLC | 4 | 4 | 0.21% | 0.27% | 0.32% | Q2 2017 | Q1 2018 | 4 |
Sigma Investment Management Co | 4 | 4 | 1.14% | 1.37% | 1.59% | Q4 2014 | Q3 2015 | 4 |
Spectrum Management Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.08% | 0.09% | 0.13% | Q4 2018 | Q3 2023 | 4 |
CERTUITY, LLC | 4 | 4 | 0.08% | 0.19% | 0.32% | Q3 2021 | Q2 2022 | 4 |
Financial Engines Advisors L.L.C. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 2.54% | 3.35% | 4.23% | Q4 2022 | Q3 2023 | 4 |
Empowered Funds, LLC | 2 | 1 | 0.17% | 0.59% | 1.43% | Q2 2021 | Q2 2023 | 4 |
MADISON INVESTMENT HOLDINGS INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
MATHER GROUP, LLC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.05% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
EPG Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
Windsor Wealth Management, Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.03% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Adams Chetwood Wealth Management LLC | 4 | 4 | 1.03% | 1.20% | 1.32% | Q4 2019 | Q3 2020 | 4 |
IronBridge Private Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
DEUTSCHE BANK AG\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Kozak & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.44% | 0.45% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Cerity Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.48% | 0.68% | 0.78% | Q4 2022 | Q3 2023 | 4 |
Cetera Investment Advisers | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
Kestra Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
SHELTON WEALTH MANAGEMENT, LLC | 3 | 3 | 0.16% | 0.70% | 1.76% | Q4 2022 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
WARNER FINANCIAL, INC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ANGELES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 2.09% | 2.36% | 2.62% | Q1 2023 | Q3 2023 | 3 |
ALTFEST L J & CO INC | 2 | 1 | 0.11% | 0.16% | 0.26% | Q3 2018 | Q1 2021 | 3 |
Independence Bank of Kentucky | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Ameritas Investment Company, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q3 2016 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Keeler Thomas Management LLC | 3 | 3 | 0.14% | 0.91% | 1.35% | Q1 2023 | Q3 2023 | 3 |
Treybourne Wealth Planners, Inc. | 3 | 3 | 0.48% | 0.49% | 0.51% | Q4 2020 | Q2 2021 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.28% | 0.84% | Q2 2020 | Q1 2023 | 3 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 3 |
Econ Financial Services Corp | 3 | 3 | 0.98% | 1.02% | 1.05% | Q1 2022 | Q3 2022 | 3 |
StoneX Group Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Allen Capital Group, LLC | 3 | 3 | 0.34% | 0.35% | 0.35% | Q1 2023 | Q3 2023 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
WEST PACES ADVISORS INC. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Tempus Wealth Planning, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.20% | 0.59% | 1.36% | Q1 2023 | Q3 2023 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 3 |
Baker Avenue Asset Management, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
BALASA DINVERNO & FOLTZ LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q1 2020 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.30% | 0.31% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Tevis Investment Management | 3 | 3 | 0.00% | 0.08% | 0.23% | Q4 2021 | Q2 2022 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
LaSalle St. Investment Advisors, LLC | 3 | 3 | 0.11% | 0.31% | 0.63% | Q4 2022 | Q2 2023 | 3 |
Waterford Advisors, LLC | 3 | 3 | 2.96% | 3.07% | 3.14% | Q4 2022 | Q2 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q2 2018 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Domani Wealth, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q2 2015 | Q4 2015 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 3 |
Fieldpoint Private Securities, LLC | 2 | 2 | 0.09% | 0.16% | 0.23% | Q1 2022 | Q2 2022 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Graves Light Lenhart Wealth, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q4 2019 | 2 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 2 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2021 | 2 |
Biltmore Family Office, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Kernodle & Katon Asset Management Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Sentinus, LLC | 2 | 2 | 0.19% | 0.21% | 0.22% | Q1 2023 | Q2 2023 | 2 |
HBC Financial Services, PLLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.31% | 0.33% | 0.36% | Q2 2021 | Q3 2021 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q4 2013 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Global Wealth Strategies & Associates | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
NATIONAL PLANNING CORP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q3 2017 | 2 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 2.11% | 2.13% | 2.16% | Q2 2019 | Q3 2019 | 2 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Pathway Financial Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
BancFirst Trust & Investment Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q2 2022 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.20% | 0.23% | 0.26% | Q2 2023 | Q3 2023 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
C M BIDWELL & ASSOCIATES LTD | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Hexagon Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Cornerstone Management, Inc. | 2 | 2 | 0.26% | 0.27% | 0.29% | Q1 2018 | Q2 2018 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 2 |
WHALEROCK POINT PARTNERS, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Asset Planning Services, Ltd. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q3 2015 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Wealth Advisory Solutions, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
Pinnacle Wealth Management, LLC | 2 | 2 | 3.41% | 3.68% | 3.95% | Q2 2023 | Q3 2023 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Kabarec Financial Advisors, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
F3Logic, LLC | 2 | 2 | 0.19% | 0.29% | 0.40% | Q1 2018 | Q2 2018 | 2 |
Paradigm Financial Partners, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2017 | Q1 2018 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 2 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 2 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Roof Eidam Maycock Peralta, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Brio Consultants, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lutz Financial Services LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Liberty Capital Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Arjuna Capital | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sonora Investment Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 6.41% | 6.41% | 6.41% | Q3 2023 | Q3 2023 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Wedmont Private Capital | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
BALLAST ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Johnson Financial Group, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2018 | Q4 2018 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
EPIQ Capital Group, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BOSTON ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 2.85% | 2.85% | 2.85% | Q4 2019 | Q4 2019 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
EA Series Trust | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Evolution Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
NAPLES GLOBAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Altus Wealth Management, LLC | 1 | 1 | 6.80% | 6.80% | 6.80% | Q4 2019 | Q4 2019 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LifeSteps Financial, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Main Street Research LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Element Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2020 | Q3 2020 | 1 |
Guardian Financial Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Lansing Street Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Kaizen Financial Strategies | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2023 | Q3 2023 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Mine & Arao Wealth Creation & Management, LLC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Frank, Rimerman Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Nicholas Hoffman & Company, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Wambolt & Associates, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own SCHWAB STRATEGIC TR or have owned SCHWAB STRATEGIC TR in the past.