Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 38 | 38 | 0.10% | 0.62% | 1.99% | Q3 2013 | Q4 2022 | 38 |
ROYAL BANK OF CANADA | 35 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 38 |
LPL Financial LLC | 28 | 9 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 37 |
BANK OF AMERICA CORP /DE/ | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2023 | 36 |
SOL Capital Management CO | 36 | 36 | 0.06% | 0.12% | 0.21% | Q4 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.09% | 0.37% | 1.18% | Q4 2014 | Q3 2023 | 36 |
CABOT WEALTH MANAGEMENT INC | 35 | 1 | 0.08% | 2.55% | 4.03% | Q3 2014 | Q3 2023 | 36 |
HBK Sorce Advisory LLC | 36 | 36 | 0.04% | 0.13% | 0.58% | Q4 2014 | Q3 2023 | 36 |
HighTower Advisors, LLC | 31 | 4 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 35 |
Charles Schwab Investment Advisory, Inc. | 35 | 35 | 1.50% | 5.27% | 6.78% | Q1 2015 | Q3 2023 | 35 |
UBS Group AG | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 35 |
MORGAN STANLEY | 31 | 3 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 34 |
Vigilant Capital Management, LLC | 24 | 10 | 0.01% | 2.58% | 6.27% | Q4 2014 | Q2 2023 | 34 |
CAHILL FINANCIAL ADVISORS INC | 33 | 33 | 0.79% | 1.48% | 2.46% | Q3 2015 | Q3 2023 | 33 |
Financial Architects, Inc | 29 | 4 | 0.10% | 0.36% | 0.69% | Q1 2015 | Q2 2023 | 33 |
CITIGROUP INC | 14 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 33 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 32 | 32 | 0.57% | 1.38% | 2.17% | Q4 2015 | Q3 2023 | 32 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 31 |
BlackRock Inc. | 30 | 1 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.05% | 0.42% | Q4 2015 | Q3 2023 | 31 |
WELLS FARGO & COMPANY/MN | 30 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.06% | 1.00% | 3.25% | Q4 2015 | Q3 2023 | 31 |
Aviance Capital Partners, LLC | 18 | 12 | 0.07% | 0.18% | 0.37% | Q1 2016 | Q3 2023 | 30 |
Callan Capital, LLC | 30 | 30 | 0.28% | 2.82% | 6.49% | Q2 2016 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 30 | 30 | 0.01% | 0.06% | 0.12% | Q2 2016 | Q3 2023 | 30 |
Creative Planning | 24 | 6 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 30 |
Sequoia Financial Advisors, LLC | 19 | 10 | 0.02% | 1.41% | 2.91% | Q1 2015 | Q3 2023 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.03% | 0.15% | Q2 2016 | Q3 2023 | 29 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 28 |
US BANCORP \DE\ | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Private Ocean, LLC | 24 | 4 | 0.00% | 0.01% | 0.24% | Q2 2014 | Q3 2023 | 28 |
Brinker Capital Investments, LLC | 28 | 28 | 0.05% | 0.66% | 2.99% | Q1 2016 | Q4 2022 | 28 |
LVW Advisors, LLC | 21 | 6 | 0.11% | 0.42% | 1.08% | Q4 2014 | Q3 2023 | 27 |
Stratos Wealth Partners, LTD. | 21 | 1 | 0.00% | 0.04% | 0.10% | Q3 2016 | Q3 2023 | 26 |
JANICZEK WEALTH MANAGEMENT, LLC | 26 | 26 | 0.22% | 0.56% | 1.11% | Q2 2017 | Q3 2023 | 26 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 19 | 7 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q1 2023 | 26 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 26 | 26 | 0.12% | 1.09% | 2.59% | Q4 2014 | Q1 2021 | 26 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q2 2023 | 26 |
Merriman Wealth Management, LLC | 16 | 4 | 0.12% | 0.55% | 1.83% | Q4 2016 | Q3 2023 | 25 |
Versant Capital Management, Inc | 25 | 25 | 0.08% | 0.17% | 0.31% | Q4 2017 | Q4 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 25 |
Advisory Services Network, LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 25 |
ALTFEST L J & CO INC | 20 | 5 | 0.08% | 0.15% | 0.26% | Q4 2016 | Q3 2023 | 25 |
Texas Yale Capital Corp. | 14 | 4 | 0.01% | 0.16% | 0.35% | Q4 2016 | Q3 2023 | 25 |
JPMORGAN CHASE & CO | 23 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
FOSTER & MOTLEY INC | 24 | 24 | 2.65% | 4.32% | 5.60% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Arlington Financial Advisors, LLC | 24 | 24 | 2.74% | 6.24% | 8.94% | Q4 2017 | Q3 2023 | 24 |
HOWE & RUSLING INC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 24 |
Ironsides Asset Advisors, LLC | 24 | 24 | 0.09% | 0.47% | 4.12% | Q3 2016 | Q2 2022 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.09% | 0.30% | Q4 2017 | Q3 2023 | 24 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 24 | 24 | 0.13% | 0.23% | 0.41% | Q4 2017 | Q3 2023 | 24 |
CAPITAL WEALTH MANAGEMENT, LLC | 24 | 24 | 0.47% | 2.20% | 5.31% | Q4 2017 | Q3 2023 | 24 |
PrairieView Partners, LLC | 24 | 24 | 0.46% | 0.92% | 1.55% | Q4 2017 | Q3 2023 | 24 |
Barry Investment Advisors, LLC | 24 | 24 | 0.28% | 2.94% | 7.46% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
BRR OpCo, LLC | 24 | 24 | 2.34% | 12.36% | 29.44% | Q4 2016 | Q3 2022 | 24 |
Vista Private Wealth Partners. LLC | 21 | 3 | 0.31% | 0.74% | 1.34% | Q3 2017 | Q3 2023 | 24 |
Opus Capital Group, LLC | 24 | 24 | 1.13% | 2.04% | 3.06% | Q4 2017 | Q3 2023 | 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 20 | 4 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q4 2019 | 24 |
Gemmer Asset Management LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q4 2019 | 24 |
Carroll Financial Associates, Inc. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 23 |
Kelman-Lazarov, Inc. | 20 | 3 | 0.00% | 0.21% | 0.49% | Q1 2016 | Q3 2023 | 23 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 13 | 2 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 23 |
SVA Wealth Management, LLC | 23 | 23 | 0.08% | 2.89% | 6.45% | Q2 2015 | Q4 2020 | 23 |
Parallel Advisors, LLC | 23 | 23 | 0.00% | 0.02% | 0.08% | Q1 2018 | Q3 2023 | 23 |
BerganKDV Wealth Management, LLC | 13 | 10 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q2 2023 | 23 |
Allworth Financial LP | 21 | 2 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 23 |
Newman Dignan & Sheerar, Inc. | 23 | 23 | 0.01% | 0.23% | 0.37% | Q2 2014 | Q4 2019 | 23 |
Ackerman Capital Advisors, LLC | 20 | 1 | 0.08% | 3.54% | 14.06% | Q2 2017 | Q3 2023 | 23 |
Evanson Asset Management, LLC | 22 | 22 | 0.07% | 0.10% | 0.12% | Q2 2018 | Q3 2023 | 22 |
LBMC INVESTMENT ADVISORS, LLC | 22 | 22 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.05% | 0.59% | 1.02% | Q2 2018 | Q3 2023 | 22 |
Financial Management Professionals, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19 | 3 | 0.03% | 0.29% | 0.50% | Q1 2018 | Q3 2023 | 22 |
COLONY GROUP LLC | 22 | 22 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Paracle Advisors, LLC | 22 | 22 | 0.07% | 0.12% | 0.15% | Q4 2015 | Q1 2021 | 22 |
Raymond James Financial Services Advisors, Inc. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Perigon Wealth Management, LLC | 14 | 1 | 0.00% | 0.06% | 0.40% | Q3 2011 | Q3 2023 | 21 |
APPLETON PARTNERS INC/MA | 21 | 21 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q4 2023 | 21 |
Tarbox Family Office, Inc. | 21 | 21 | 0.01% | 1.16% | 2.65% | Q1 2017 | Q1 2022 | 21 |
Cetera Advisor Networks LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Cedar Wealth Management, LLC | 21 | 21 | 0.00% | 0.24% | 0.44% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 21 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20 | 1 | 0.02% | 0.54% | 3.70% | Q4 2016 | Q3 2023 | 21 |
BlueSky Wealth Advisors, LLC | 13 | 8 | 0.11% | 0.89% | 1.78% | Q4 2016 | Q3 2023 | 21 |
Foster Victor Wealth Advisors, LLC | 20 | 20 | 0.03% | 0.13% | 0.32% | Q4 2018 | Q3 2023 | 20 |
Mariner, LLC | 18 | 1 | 0.01% | 0.04% | 0.10% | Q3 2016 | Q3 2023 | 20 |
Blume Capital Management, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 20 |
Johnson Financial Group, Inc. | 13 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 20 |
HHM Wealth Advisors, LLC | 20 | 20 | 0.82% | 1.33% | 2.45% | Q4 2018 | Q3 2023 | 20 |
FAS Wealth Partners, Inc. | 20 | 20 | 0.45% | 0.76% | 1.40% | Q4 2018 | Q3 2023 | 20 |
RHS Financial, LLC | 20 | 20 | 3.29% | 5.11% | 7.34% | Q4 2018 | Q3 2023 | 20 |
MML INVESTORS SERVICES, LLC | 20 | 20 | 0.01% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
JNBA Financial Advisors | 20 | 20 | 0.00% | 1.56% | 4.70% | Q4 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.13% | 0.18% | 0.24% | Q4 2018 | Q3 2023 | 20 |
HOWARD FINANCIAL SERVICES, LTD. | 20 | 20 | 0.50% | 1.31% | 2.37% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 12 | 8 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 20 |
MOLLER WEALTH PARTNERS | 19 | 19 | 0.15% | 2.57% | 3.73% | Q1 2019 | Q3 2023 | 19 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q3 2023 | 19 |
Ironwood Investment Counsel, LLC | 15 | 4 | 0.10% | 0.19% | 1.48% | Q4 2013 | Q3 2019 | 19 |
CAPTRUST FINANCIAL ADVISORS | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Opes Wealth Management LLC | 19 | 19 | 5.70% | 8.60% | 13.16% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Cetera Investment Advisers | 18 | 18 | 0.01% | 0.11% | 0.27% | Q2 2019 | Q3 2023 | 18 |
RAYMOND JAMES & ASSOCIATES | 11 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 18 |
SIGNATUREFD, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Ausdal Financial Partners, Inc. | 12 | 1 | 0.01% | 0.07% | 0.16% | Q4 2015 | Q3 2023 | 18 |
ASPIRIANT, LLC | 15 | 3 | 0.03% | 0.15% | 0.30% | Q1 2018 | Q3 2023 | 18 |
VICTORY CAPITAL MANAGEMENT INC | 18 | 18 | 0.17% | 0.28% | 0.45% | Q2 2019 | Q3 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.03% | Q2 2017 | Q3 2023 | 18 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 9 | 4 | 0.02% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 18 |
Sargent Bickham Lagudis LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 18 |
Shilanski & Associates, Inc. | 13 | 4 | 1.36% | 2.32% | 3.52% | Q2 2019 | Q3 2023 | 17 |
LINCOLN NATIONAL CORP | 17 | 17 | 0.04% | 0.27% | 0.31% | Q3 2019 | Q3 2023 | 17 |
Charles Schwab Trust Co | 17 | 17 | 0.69% | 2.34% | 4.59% | Q3 2019 | Q3 2023 | 17 |
GLENMEDE TRUST CO NA | 14 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2022 | 17 |
IFG Advisory, LLC | 17 | 17 | 0.08% | 0.32% | 0.54% | Q3 2019 | Q3 2023 | 17 |
Pflug Koory, LLC | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
WHITENER CAPITAL MANAGEMENT, INC. | 8 | 2 | 0.06% | 0.11% | 0.16% | Q4 2017 | Q3 2023 | 17 |
Stratos Wealth Advisors, LLC | 17 | 17 | 0.04% | 0.11% | 0.33% | Q3 2019 | Q3 2023 | 17 |
EXENCIAL WEALTH ADVISORS, LLC | 17 | 17 | 0.97% | 1.76% | 6.66% | Q3 2019 | Q3 2023 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Relaxing Retirement Coach | 17 | 17 | 0.12% | 2.44% | 3.91% | Q4 2017 | Q4 2021 | 17 |
Elgethun Capital Management | 16 | 16 | 0.07% | 0.19% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 0.46% | 0.85% | 1.46% | Q4 2019 | Q3 2023 | 16 |
CVA Family Office, LLC | 16 | 16 | 0.05% | 2.27% | 5.64% | Q4 2019 | Q3 2023 | 16 |
Faithward Advisors, LLC | 11 | 5 | 0.02% | 0.09% | 0.22% | Q3 2019 | Q3 2023 | 16 |
Edge Capital Group, LLC | 7 | 3 | 0.01% | 0.06% | 0.15% | Q4 2018 | Q2 2023 | 16 |
Your Advocates Ltd., LLP | 16 | 16 | 3.53% | 6.94% | 12.06% | Q4 2019 | Q3 2023 | 16 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.10% | 0.81% | 1.99% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.21% | 1.04% | Q4 2019 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 1.03% | 2.68% | 3.66% | Q4 2019 | Q3 2023 | 16 |
Plante Moran Financial Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 16 |
BANK OF MONTREAL /CAN/ | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 16 |
Wade Financial Advisory, Inc | 16 | 16 | 0.50% | 0.77% | 1.59% | Q4 2019 | Q3 2023 | 16 |
NBT BANK N A /NY | 12 | 4 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.04% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Edge Wealth Management LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2020 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 15 |
Gratus Capital, LLC | 6 | 4 | 0.02% | 0.19% | 0.68% | Q3 2018 | Q3 2023 | 15 |
NORTHWEST WEALTH MANAGEMENT, LLC | 15 | 15 | 0.57% | 0.83% | 1.26% | Q1 2020 | Q3 2023 | 15 |
CHILTON CAPITAL MANAGEMENT LLC | 12 | 3 | 0.00% | 0.05% | 0.11% | Q3 2019 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 15 |
ALPS ADVISORS INC | 15 | 15 | 0.41% | 0.50% | 0.60% | Q1 2020 | Q3 2023 | 15 |
Lindbrook Capital, LLC | 14 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 15 |
OXFORD FINANCIAL GROUP, LTD. LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Gradient Investments LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Lutz Financial Services LLC | 15 | 15 | 0.12% | 0.31% | 2.28% | Q1 2020 | Q3 2023 | 15 |
American Portfolios Advisors | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
True North Advisors, LLC | 12 | 2 | 0.10% | 0.64% | 1.59% | Q4 2019 | Q3 2023 | 14 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.04% | 0.07% | 0.09% | Q4 2017 | Q1 2021 | 14 |
BELLEVUE ASSET MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 14 |
Janney Montgomery Scott LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 14 |
Trust Co | 14 | 14 | 0.03% | 1.51% | 5.47% | Q2 2020 | Q3 2023 | 14 |
Roof Eidam Maycock Peralta, LLC | 14 | 14 | 0.91% | 3.35% | 4.63% | Q4 2016 | Q1 2020 | 14 |
Certified Advisory Corp | 11 | 3 | 0.00% | 0.56% | 2.02% | Q4 2019 | Q3 2023 | 14 |
DDD Partners, LLC | 14 | 14 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Financial Advocates Investment Management | 13 | 1 | 0.02% | 0.05% | 0.11% | Q2 2019 | Q4 2022 | 14 |
Altium Wealth Management LLC | 7 | 3 | 0.01% | 0.06% | 0.27% | Q4 2017 | Q2 2022 | 14 |
Key FInancial Inc | 12 | 2 | 0.01% | 0.10% | 1.26% | Q4 2019 | Q3 2023 | 14 |
Unison Advisors LLC | 14 | 14 | 0.08% | 2.30% | 3.89% | Q2 2020 | Q3 2023 | 14 |
Jackson Creek Investment Advisors LLC | 13 | 13 | 0.46% | 0.51% | 0.57% | Q3 2020 | Q3 2023 | 13 |
Robertson Stephens Wealth Management, LLC | 13 | 13 | 0.05% | 0.08% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Betterment LLC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 13 |
Systelligence, LLC | 13 | 13 | 0.52% | 1.56% | 2.53% | Q4 2020 | Q4 2023 | 13 |
MATHER GROUP, LLC. | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
BCS Wealth Management | 12 | 1 | 0.12% | 0.17% | 0.26% | Q2 2020 | Q3 2023 | 13 |
Baldrige Asset Management LLC | 13 | 13 | 0.22% | 0.25% | 0.29% | Q1 2020 | Q1 2023 | 13 |
First Pacific Financial | 13 | 13 | 0.51% | 0.84% | 1.31% | Q3 2020 | Q3 2023 | 13 |
Southern Wealth Management, LLP | 12 | 1 | 0.04% | 0.11% | 0.16% | Q4 2019 | Q1 2023 | 13 |
Financial Engines Advisors L.L.C. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Valeo Financial Advisors, LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q1 2023 | 13 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 13 |
REGENTATLANTIC CAPITAL LLC | 12 | 12 | 0.03% | 0.34% | 0.84% | Q4 2019 | Q3 2022 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.93% | 1.45% | 1.76% | Q4 2020 | Q3 2023 | 12 |
Apollon Wealth Management, LLC | 12 | 12 | 0.11% | 0.16% | 0.27% | Q4 2020 | Q3 2023 | 12 |
TCI Wealth Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q1 2023 | 12 |
Marshall Financial Group LLC | 12 | 12 | 0.26% | 1.11% | 2.57% | Q4 2020 | Q3 2023 | 12 |
EP Wealth Advisors, LLC | 11 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 12 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 12 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
ALESCO ADVISORS LLC | 12 | 12 | 0.02% | 0.08% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.10% | 1.07% | 1.98% | Q4 2020 | Q3 2023 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 0.38% | 0.42% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.74% | 1.39% | 3.23% | Q4 2020 | Q3 2023 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 0.15% | 0.24% | 0.43% | Q4 2020 | Q3 2023 | 12 |
Provident Wealth Management, LLC | 11 | 1 | 0.00% | 0.98% | 1.67% | Q4 2019 | Q3 2023 | 12 |
MANAGED ACCOUNT SERVICES INC | 12 | 12 | 0.13% | 0.44% | 0.66% | Q4 2018 | Q3 2021 | 12 |
Prairiewood Capital, LLC | 12 | 12 | 5.91% | 7.18% | 7.87% | Q4 2020 | Q3 2023 | 12 |
Strategic Blueprint, LLC | 12 | 12 | 0.04% | 0.14% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Advisory Alpha, LLC | 7 | 1 | 0.00% | 0.09% | 0.30% | Q3 2016 | Q4 2019 | 12 |
Adero Partners, LLC | 12 | 12 | 0.03% | 0.56% | 2.04% | Q4 2019 | Q3 2022 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.16% | 0.20% | 0.25% | Q4 2020 | Q3 2023 | 12 |
JAMES INVESTMENT RESEARCH INC | 12 | 12 | 0.04% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
ADE, LLC | 12 | 12 | 0.20% | 0.37% | 1.31% | Q4 2020 | Q3 2023 | 12 |
WESPAC Advisors, LLC | 5 | 1 | 0.12% | 0.33% | 0.82% | Q3 2014 | Q3 2023 | 11 |
Avion Wealth | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Renaissance Technologies | 6 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 11 |
FIFTH THIRD BANCORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
WealthShield Partners, LLC | 11 | 11 | 0.02% | 0.08% | 0.11% | Q1 2021 | Q3 2023 | 11 |
PEAPACK GLADSTONE FINANCIAL CORP | 11 | 11 | 0.01% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Kathmere Capital Management, LLC | 11 | 11 | 0.17% | 0.29% | 0.46% | Q1 2021 | Q3 2023 | 11 |
Burns Matteson Capital Management, LLC | 11 | 11 | 0.22% | 0.30% | 0.42% | Q4 2020 | Q2 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.14% | 0.26% | 0.44% | Q4 2020 | Q3 2023 | 11 |
ADIRONDACK TRUST CO | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Capital Analysts, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Savant Capital, LLC | 10 | 1 | 0.01% | 0.20% | 0.35% | Q1 2020 | Q3 2023 | 11 |
MUFG Americas Holdings Corp | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 11 |
MFA WEALTH ADVISORS, LLC | 11 | 11 | 6.80% | 8.36% | 9.35% | Q1 2021 | Q3 2023 | 11 |
Wealth Architects, LLC | 11 | 11 | 0.08% | 0.10% | 0.13% | Q2 2017 | Q4 2019 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.04% | 0.39% | 0.82% | Q1 2021 | Q3 2023 | 11 |
Biltmore Family Office, LLC | 11 | 11 | 0.15% | 0.97% | 1.56% | Q4 2017 | Q2 2020 | 11 |
OPPENHEIMER & CO INC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Sonora Investment Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Global Retirement Partners, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 11 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.03% | 0.20% | 0.71% | Q2 2016 | Q3 2023 | 11 |
Cedar Brook Financial Partners, LLC | 8 | 3 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 11 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 0.38% | 1.53% | Q4 2016 | Q3 2023 | 11 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Huber Financial Advisors, LLC | 10 | 10 | 0.08% | 0.21% | 0.30% | Q4 2017 | Q1 2020 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.26% | 0.45% | Q4 2020 | Q1 2023 | 10 |
Sigma Planning Corp | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2023 | 10 |
Birchcreek Wealth Management, LLC | 10 | 10 | 0.38% | 0.55% | 0.74% | Q2 2021 | Q3 2023 | 10 |
Kaizen Financial Strategies | 9 | 1 | 0.56% | 1.54% | 3.05% | Q1 2021 | Q3 2023 | 10 |
WESCAP Management Group, Inc. | 10 | 10 | 0.24% | 3.87% | 6.46% | Q2 2021 | Q3 2023 | 10 |
Johnson Bixby & Associates, LLC | 10 | 10 | 3.13% | 3.57% | 4.49% | Q2 2021 | Q3 2023 | 10 |
TimeScale Financial, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
Personal Capital Advisors Corp | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.22% | 1.20% | 2.75% | Q2 2021 | Q3 2023 | 10 |
Archford Capital Strategies, LLC | 10 | 10 | 0.41% | 1.17% | 2.03% | Q2 2021 | Q3 2023 | 10 |
Founders Financial Alliance, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 10 |
WOLFF WIESE MAGANA LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 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 |
SHINE INVESTMENT ADVISORY SERVICES INC | 10 | 10 | 0.01% | 1.08% | 2.45% | Q2 2018 | Q3 2020 | 10 |
Laurel Wealth Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Dynamic Advisor Solutions LLC | 7 | 3 | 0.06% | 0.14% | 0.50% | Q2 2019 | Q3 2023 | 10 |
COLLECTIVE FAMILY OFFICE LLC | 10 | 10 | 0.12% | 1.72% | 2.89% | Q2 2021 | Q3 2023 | 10 |
Sowell Financial Services LLC | 6 | 1 | 0.00% | 0.17% | 1.42% | Q3 2019 | Q3 2023 | 10 |
Summit Financial, LLC | 10 | 10 | 0.57% | 0.96% | 1.27% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 10 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 10 |
Leonard Rickey Investment Advisors P.L.L.C. | 10 | 10 | 0.49% | 1.36% | 2.51% | Q4 2017 | Q1 2020 | 10 |
CENTRAL TRUST Co | 7 | 3 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Richard P Slaughter Associates Inc | 8 | 2 | 0.37% | 1.24% | 1.58% | Q1 2021 | Q4 2023 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 10 | 0.00% | 0.08% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Cerity Partners LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
JOHNSON INVESTMENT COUNSEL INC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 10 |
Live Your Vision, LLC | 10 | 10 | 0.03% | 0.30% | 1.51% | Q4 2016 | Q1 2019 | 10 |
First Horizon Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 10 |
Asset Management Group, Inc. | 9 | 9 | 0.09% | 0.11% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Western Wealth Management, LLC | 8 | 1 | 0.05% | 0.10% | 0.15% | Q2 2021 | Q3 2023 | 9 |
McClarren Financial Advisors, Inc. | 5 | 4 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 3.80% | 5.41% | 6.99% | Q3 2021 | Q3 2023 | 9 |
Clarkston Capital Partners, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 9 |
NewEdge Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Cresset Asset Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Bogart Wealth, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 9 |
PRW Wealth Management LLC | 5 | 1 | 0.13% | 4.59% | 8.22% | Q4 2020 | Q3 2023 | 9 |
Lee Financial Co | 7 | 2 | 0.00% | 4.20% | 7.59% | Q1 2019 | Q3 2023 | 9 |
QUADRANT CAPITAL GROUP LLC | 7 | 2 | 0.01% | 0.05% | 0.11% | Q2 2018 | Q1 2021 | 9 |
Nadler Financial Group, Inc. | 9 | 9 | 0.42% | 1.32% | 2.15% | Q3 2021 | Q3 2023 | 9 |
Investors Research Corp | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Rice Partnership, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
55I, LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2022 | 9 |
361 CAPITAL LLC | 9 | 9 | 0.07% | 0.19% | 0.46% | Q2 2018 | Q2 2020 | 9 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 9 | 9 | 0.10% | 0.91% | 1.48% | Q3 2021 | Q3 2023 | 9 |
Kistler-Tiffany Companies, LLC | 9 | 9 | 0.05% | 0.25% | 0.51% | Q2 2021 | Q2 2023 | 9 |
Robbins Farley | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Atria Investments, Inc | 5 | 1 | 0.01% | 0.07% | 0.10% | Q2 2014 | Q3 2022 | 9 |
Seneca House Advisors | 9 | 9 | 0.20% | 0.49% | 0.78% | Q4 2017 | Q4 2019 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.08% | 0.18% | 0.46% | Q1 2020 | Q1 2022 | 9 |
Opes Advisors Inc | 9 | 9 | 8.83% | 10.58% | 12.42% | Q4 2016 | Q4 2018 | 9 |
STIFEL FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Red Tortoise LLC | 4 | 4 | 5.69% | 7.28% | 8.00% | Q3 2021 | Q3 2023 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
HC FINANCIAL ADVISORS INC | 8 | 8 | 0.38% | 0.53% | 0.64% | Q3 2020 | Q2 2022 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.18% | 0.21% | 0.23% | Q4 2021 | Q3 2023 | 8 |
PRUDENTIAL FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
CIDEL ASSET MANAGEMENT INC | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.29% | 0.33% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Northland Capital Management LLC | 8 | 8 | 2.61% | 5.29% | 9.03% | Q4 2021 | Q3 2023 | 8 |
Lowe Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Clear Creek Financial Management, LLC | 8 | 8 | 0.04% | 0.20% | 0.43% | Q4 2021 | Q3 2023 | 8 |
MAI Capital Management | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 8 |
Sandy Spring Bank | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.71% | 1.28% | 2.07% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.20% | 0.25% | 0.29% | Q4 2021 | Q3 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.20% | 0.25% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Clark Capital Management Group, Inc. | 5 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.01% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
PDS Planning, Inc | 6 | 1 | 0.03% | 0.34% | 0.66% | Q3 2018 | Q2 2023 | 8 |
TIEDEMANN ADVISORS, LLC | 6 | 1 | 0.02% | 0.05% | 0.18% | Q4 2016 | Q2 2019 | 8 |
Arete Wealth Advisors, LLC | 6 | 2 | 0.02% | 0.11% | 0.24% | Q1 2021 | Q2 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Tortoise Investment Management, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 8 |
Von Berge Wealth Management Group, LLC | 8 | 8 | 7.44% | 7.91% | 8.54% | Q4 2021 | Q3 2023 | 8 |
Bouchey Financial Group Ltd | 8 | 8 | 0.52% | 2.16% | 3.17% | Q4 2013 | Q3 2015 | 8 |
Lenox Wealth Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 1.23% | 2.71% | 3.88% | Q3 2021 | Q3 2023 | 8 |
D'Orazio & Associates, Inc. | 5 | 1 | 0.00% | 0.07% | 0.17% | Q2 2017 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.04% | 0.11% | Q4 2021 | Q3 2023 | 8 |
WEALTHSPAN PARTNERS, LLC | 8 | 8 | 2.44% | 3.13% | 4.86% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 1.95% | 3.82% | 5.12% | Q4 2021 | Q3 2023 | 8 |
Belpointe Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
FIFTH THIRD SECURITIES, INC. | 4 | 1 | 0.03% | 0.41% | 1.32% | Q3 2017 | Q3 2023 | 8 |
COUNTRY TRUST BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
Larson Financial Group LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 8 |
Archvest Wealth Advisors, Inc. | 8 | 8 | 0.24% | 0.36% | 0.50% | Q4 2021 | Q3 2023 | 8 |
GIRARD SECURITIES, INC. | 8 | 8 | 0.49% | 1.43% | 2.60% | Q4 2015 | Q3 2017 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Lauterbach Financial Advisors, LLC | 8 | 8 | 0.24% | 0.26% | 0.28% | Q4 2021 | Q3 2023 | 8 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 2 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 8 |
Phocas Financial Corp. | 8 | 8 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q3 2022 | 8 |
Haverford Trust Co | 8 | 8 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q1 2023 | 8 |
Fortress Wealth Management, Inc. | 8 | 8 | 0.25% | 0.30% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TMD Wealth Management, LLC | 7 | 7 | 2.70% | 2.91% | 3.10% | Q1 2021 | Q3 2022 | 7 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
IAG Wealth Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Asio Capital, LLC | 4 | 1 | 0.01% | 1.12% | 1.85% | Q4 2019 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 7 |
Seven Springs Wealth Group, LLC | 7 | 7 | 1.97% | 3.00% | 4.74% | Q1 2022 | Q3 2023 | 7 |
Virtu KCG Holdings LLC | 5 | 1 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q2 2017 | 7 |
BROWN ADVISORY INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PARK AVENUE SECURITIES LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Guardian Financial Partners, LLC | 6 | 1 | 0.60% | 3.73% | 4.59% | Q4 2021 | Q3 2023 | 7 |
Strategic Wealth Partners, Ltd. | 6 | 1 | 0.00% | 0.07% | 0.12% | Q2 2019 | Q4 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
CUTLER INVESTMENT COUNSEL LLC | 7 | 7 | 0.15% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.09% | 0.27% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Wealthfront Advisers LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
Vivaldi Capital Management LP | 7 | 7 | 0.29% | 0.43% | 0.61% | Q1 2022 | Q3 2023 | 7 |
Burleson & Company, LLC | 7 | 7 | 0.14% | 0.17% | 0.20% | Q4 2017 | Q2 2019 | 7 |
Chicago Partners Investment Group LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 7 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 7 |
Ifrah Financial Services, Inc. | 7 | 7 | 0.99% | 1.13% | 1.32% | Q1 2022 | Q3 2023 | 7 |
V Wealth Advisors LLC | 5 | 2 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q2 2023 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
AMERICAN INTERNATIONAL GROUP, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 7 |
WealthCare Investment Partners, LLC | 7 | 7 | 0.61% | 1.06% | 2.08% | Q1 2022 | Q3 2023 | 7 |
Camelot Portfolios, LLC | 7 | 7 | 0.09% | 0.12% | 0.14% | Q4 2020 | Q2 2022 | 7 |
U.S. Capital Wealth Advisors, LLC | 7 | 7 | 0.07% | 0.12% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Ten Capital Wealth Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 7 |
SALEM INVESTMENT COUNSELORS INC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
BOKF, NA | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q4 2019 | 7 |
DEUTSCHE BANK AG\ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 7 |
WEALTHFRONT Corp | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2018 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Destination Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2020 | 7 |
WADE G W & INC | 4 | 1 | 0.09% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 7 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.00% | 1.14% | 2.19% | Q1 2021 | Q3 2023 | 7 |
Jacobi Capital Management LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
WASHINGTON TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Rosenberg Matthew Hamilton | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 7 | 7 | 0.10% | 0.95% | 1.22% | Q1 2022 | Q3 2023 | 7 |
Wagner Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Hardy Reed LLC | 6 | 6 | 0.06% | 0.42% | 0.62% | Q2 2022 | Q3 2023 | 6 |
Center for Financial Planning, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Eidelman Virant Capital | 4 | 2 | 0.09% | 0.19% | 0.34% | Q1 2015 | Q1 2019 | 6 |
Solitude Financial Services | 6 | 6 | 0.38% | 0.91% | 1.08% | Q2 2022 | Q3 2023 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CALIBER WEALTH MANAGEMENT, LLC | 6 | 6 | 1.60% | 2.17% | 2.73% | Q2 2021 | Q3 2022 | 6 |
OneDigital Investment Advisors LLC | 5 | 1 | 0.00% | 0.05% | 0.08% | Q4 2018 | Q2 2023 | 6 |
Litman Gregory Wealth Management LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
Bison Wealth, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
IHT Wealth Management, LLC | 5 | 1 | 0.00% | 0.05% | 0.06% | Q4 2016 | Q3 2023 | 6 |
Bartlett & Co. LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 6 |
PIN OAK INVESTMENT ADVISORS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
PFG Advisors | 6 | 6 | 0.06% | 0.14% | 0.24% | Q1 2018 | Q2 2019 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Berger Financial Group, Inc | 5 | 1 | 0.05% | 0.40% | 2.17% | Q4 2020 | Q3 2023 | 6 |
Sound Income Strategies, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
Kingsview Wealth Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
WestHill Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Prestige Wealth Management Group LLC | 5 | 1 | 0.00% | 0.39% | 0.60% | Q4 2018 | Q4 2021 | 6 |
AE Wealth Management LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 6 |
LEUTHOLD GROUP, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.04% | 0.09% | 0.34% | Q2 2022 | Q3 2023 | 6 |
Towerpoint Wealth, LLC | 6 | 6 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q1 2022 | 6 |
Almanack Investment Partners, LLC. | 6 | 6 | 0.01% | 0.72% | 1.18% | Q2 2021 | Q3 2022 | 6 |
AlphaCore Capital LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
Hoover Financial Advisors, Inc. | 5 | 1 | 0.03% | 0.08% | 0.33% | Q4 2019 | Q2 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TOMPKINS FINANCIAL CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2023 | 6 |
Eagle Strategies LLC | 6 | 6 | 0.36% | 0.49% | 0.73% | Q2 2022 | Q3 2023 | 6 |
Kalos Management, Inc. | 3 | 3 | 0.05% | 0.15% | 0.32% | Q2 2019 | Q2 2023 | 6 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
IEQ CAPITAL, LLC | 5 | 1 | 0.01% | 0.03% | 0.10% | Q1 2022 | Q3 2023 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 0.40% | 2.12% | 2.92% | Q2 2022 | Q3 2023 | 6 |
MADISON INVESTMENT HOLDINGS INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 6 |
BOK Financial Private Wealth, 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 |
NEXT Financial Group, Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.04% | 0.13% | Q2 2021 | Q4 2022 | 6 |
Verde Capital Management | 6 | 6 | 0.70% | 5.71% | 8.37% | Q2 2022 | Q3 2023 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.07% | 0.18% | 0.28% | Q4 2018 | Q1 2020 | 6 |
Wolf Group Capital Advisors | 6 | 6 | 1.63% | 1.97% | 2.48% | Q2 2022 | Q3 2023 | 6 |
SFI Advisors, LLC | 6 | 6 | 0.75% | 1.07% | 1.37% | Q2 2022 | Q3 2023 | 6 |
Legacy Financial Advisors, Inc. | 5 | 5 | 0.05% | 0.19% | 0.30% | Q3 2022 | Q3 2023 | 5 |
Baker Ellis Asset Management LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q4 2019 | 5 |
John W. Brooker & Co., CPAs | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
Koshinski Asset Management, Inc. | 3 | 2 | 0.00% | 0.04% | 0.12% | Q3 2020 | Q1 2022 | 5 |
Mokosak Advisory Group, LLC | 5 | 5 | 1.29% | 1.45% | 1.56% | Q4 2018 | Q4 2019 | 5 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 2 | 0.03% | 0.18% | 0.39% | Q4 2017 | Q1 2019 | 5 |
FIRST MANHATTAN CO. LLC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.53% | 0.66% | 0.88% | Q4 2018 | Q4 2019 | 5 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 5 |
Ellevest, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 5 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5 | 5 | 0.04% | 0.07% | 0.12% | Q4 2014 | Q4 2015 | 5 |
HRT FINANCIAL LP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
LifePlan Financial Group, Inc | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2020 | 5 |
Bank of New York Mellon Corp | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 5 |
Realta Investment Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 5 |
Retirement Planning Group, LLC | 5 | 5 | 0.11% | 0.37% | 1.40% | Q4 2018 | Q4 2019 | 5 |
Pinnacle Bancorp, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TRUIST FINANCIAL CORP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Resource Planning Group | 3 | 2 | 0.15% | 0.17% | 0.18% | Q1 2021 | Q2 2023 | 5 |
WESTERN FINANCIAL Corp | 5 | 5 | 0.13% | 0.14% | 0.15% | Q2 2021 | Q2 2022 | 5 |
West Coast Financial LLC | 3 | 1 | 0.05% | 0.23% | 0.60% | Q2 2016 | Q3 2018 | 5 |
Summit Financial Strategies, Inc. | 3 | 1 | 0.26% | 0.29% | 0.36% | Q4 2015 | Q4 2019 | 5 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 2 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 5 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.27% | 0.78% | Q2 2020 | Q3 2023 | 5 |
THEORY FINANCIAL LLC | 4 | 1 | 0.12% | 0.35% | 0.44% | Q2 2022 | Q3 2023 | 5 |
Independent Advisor Alliance | 5 | 5 | 0.01% | 0.06% | 0.22% | Q3 2022 | Q3 2023 | 5 |
RAY GERALD L & ASSOCIATES LTD | 5 | 5 | 0.04% | 0.07% | 0.08% | Q3 2016 | Q3 2017 | 5 |
FRANKLIN RESOURCES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Keebeck Wealth Management, LLC | 4 | 4 | 1.79% | 2.18% | 2.37% | Q3 2020 | Q2 2021 | 4 |
Cerro Pacific Wealth Advisors LLC | 4 | 4 | 0.27% | 0.72% | 0.96% | Q2 2022 | Q1 2023 | 4 |
Legacy Private Trust Co. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Valmark Advisers, Inc. | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.54% | 0.94% | 1.38% | Q4 2022 | Q3 2023 | 4 |
HAMEL ASSOCIATES, INC. | 4 | 4 | 0.29% | 0.31% | 0.33% | Q2 2021 | Q1 2022 | 4 |
BEACON FINANCIAL PLANNING, INC | 4 | 4 | 9.58% | 9.78% | 10.01% | Q4 2022 | Q3 2023 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Savior LLC | 4 | 4 | 0.04% | 0.08% | 0.11% | Q3 2020 | Q2 2021 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.32% | 0.64% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 0.60% | 0.81% | 0.95% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FINANCIAL CONSULATE, INC | 4 | 4 | 0.43% | 0.57% | 0.85% | Q4 2014 | Q3 2015 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
DOWLING & YAHNKE LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
JUNCTURE WEALTH STRATEGIES, LLC | 4 | 4 | 2.96% | 3.12% | 3.43% | Q1 2023 | Q4 2023 | 4 |
St. James Investment Advisors, LLC | 4 | 4 | 0.03% | 0.08% | 0.14% | Q1 2022 | Q4 2022 | 4 |
Capital Advantage, Inc. | 4 | 4 | 4.88% | 5.10% | 5.35% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Kozak & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Glassman Wealth Services | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.04% | 0.35% | 0.58% | Q1 2022 | Q4 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.26% | 0.29% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Strengthening Families & Communities, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
WealthPLAN Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q4 2023 | 4 |
Ameritas Investment Partners, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
FutureAdvisor, Inc. | 4 | 4 | 1.03% | 3.17% | 4.70% | Q4 2014 | Q3 2015 | 4 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
PRIVATE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.14% | 0.17% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 0.80% | 0.96% | 1.03% | Q4 2022 | Q3 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.28% | 0.30% | 0.35% | Q4 2022 | Q3 2023 | 4 |
MorganRosel Wealth Management, LLC | 4 | 4 | 0.26% | 1.61% | 2.94% | Q4 2022 | Q3 2023 | 4 |
Tempus Wealth Planning, LLC | 4 | 4 | 0.46% | 0.51% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Chevy Chase Trust Holdings, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2023 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.40% | 0.41% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Paradigm Financial Partners, LLC | 3 | 1 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
RF&L WEALTH MANAGEMENT, LLC | 4 | 4 | 1.43% | 1.47% | 1.51% | Q4 2022 | Q3 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
JBJ Investment Partners, LLC | 4 | 4 | 0.32% | 1.18% | 2.90% | Q1 2019 | Q4 2019 | 4 |
Sound Stewardship, LLC | 4 | 4 | 3.29% | 3.33% | 3.36% | Q4 2022 | Q3 2023 | 4 |
Waterford Advisors, LLC | 4 | 4 | 4.29% | 4.55% | 4.98% | Q4 2022 | Q3 2023 | 4 |
Hudock, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.05% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Verum Partners LLC | 4 | 4 | 3.17% | 5.16% | 6.23% | Q4 2022 | Q3 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 8.76% | 8.87% | 9.00% | Q4 2022 | Q3 2023 | 4 |
WFG Advisors, LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
NORTHERN TRUST CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
Eudaimonia Partners, LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 4 |
Baird Financial Group, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 4 |
REGIONS FINANCIAL CORP | 4 | 4 | 1.71% | 2.09% | 2.67% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.15% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Keudell/Morrison Wealth Management | 4 | 4 | 1.42% | 1.85% | 3.06% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
GOFEN & GLOSSBERG LLC /IL/ | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
Spectrum Management Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Clarius Group, LLC | 4 | 4 | 0.18% | 0.60% | 1.16% | Q4 2018 | Q3 2019 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2019 | 4 |
Mendel Capital Management LLC | 3 | 3 | 0.52% | 0.95% | 1.26% | Q1 2023 | Q3 2023 | 3 |
Treybourne Wealth Planners, Inc. | 3 | 3 | 7.09% | 8.93% | 10.12% | Q4 2020 | Q2 2021 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q3 2022 | 3 |
Ritter Daniher Financial Advisory LLC / DE | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 3 |
Rollins Financial | 3 | 3 | 0.10% | 0.58% | 0.92% | Q1 2023 | Q3 2023 | 3 |
Independence Bank of Kentucky | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Strata Wealth Advisors, LLC | 2 | 1 | 15.63% | 15.76% | 15.93% | Q4 2022 | Q3 2023 | 3 |
Secure Asset Management, LLC | 3 | 3 | 0.14% | 0.36% | 0.48% | Q1 2022 | Q3 2022 | 3 |
Newbridge Financial Services Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 3 |
TMD & ASSOCIATES, INC | 3 | 3 | 1.06% | 1.35% | 1.78% | Q4 2018 | Q2 2019 | 3 |
HCR Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Providence Capital Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
QCI ASSET MANAGEMENT INC/NY | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.37% | 0.40% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Balentine LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 1.02% | 1.05% | 1.09% | Q1 2023 | Q3 2023 | 3 |
FORVIS Wealth Advisors, LLC | 3 | 3 | 0.05% | 0.08% | 0.09% | Q4 2015 | Q2 2016 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Austin Private Wealth, LLC | 3 | 3 | 0.04% | 0.07% | 0.09% | Q2 2021 | Q4 2021 | 3 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Kabarec Financial Advisors, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 3 | 3 | 3.17% | 3.26% | 3.36% | Q1 2023 | Q3 2023 | 3 |
Mosaic Financial Partners, Inc. | 3 | 3 | 0.37% | 0.96% | 1.48% | Q4 2017 | Q2 2018 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.01% | 0.19% | 0.44% | Q1 2016 | Q3 2016 | 3 |
Tanglewood Wealth Management, Inc. | 2 | 1 | 0.03% | 0.06% | 0.09% | Q3 2022 | Q2 2023 | 3 |
Mutual Advisors, LLC | 2 | 1 | 0.04% | 0.16% | 0.38% | Q2 2018 | Q2 2021 | 3 |
IMA Wealth, Inc. | 3 | 3 | 1.25% | 1.30% | 1.40% | Q2 2015 | Q4 2015 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Sage Mountain Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2017 | 3 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 3 | 3 | 0.39% | 0.43% | 0.48% | Q2 2021 | Q4 2021 | 3 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.07% | 0.20% | Q2 2021 | Q3 2023 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.05% | 0.08% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 3 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Integrated Investment Consultants, LLC | 3 | 3 | 0.10% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Ironwood Financial, llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Ethos Financial Group, LLC | 3 | 3 | 2.02% | 2.24% | 2.45% | Q1 2023 | Q3 2023 | 3 |
ATWOOD & PALMER INC | 2 | 1 | 0.00% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Aveo Capital Partners, LLC | 3 | 3 | 0.55% | 0.61% | 0.64% | Q1 2023 | Q3 2023 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
SUMMITRY LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Paragon Wealth Strategies, LLC | 3 | 3 | 6.34% | 9.63% | 12.10% | Q1 2023 | Q3 2023 | 3 |
D. SCOTT NEAL, INC. | 3 | 3 | 0.64% | 2.42% | 3.45% | Q1 2021 | Q3 2021 | 3 |
Consolidated Planning Corp | 2 | 1 | 0.03% | 0.25% | 0.39% | Q3 2021 | Q3 2023 | 3 |
Summit Financial Wealth Advisors, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q3 2018 | 3 |
CULLEN/FROST BANKERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Lebenthal Global Advisors, LLC | 3 | 3 | 7.40% | 8.94% | 10.84% | Q2 2021 | Q4 2021 | 3 |
CENTRAL BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.26% | 0.76% | Q2 2020 | Q1 2023 | 3 |
Cambridge Advisors Inc. | 3 | 3 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q1 2018 | 3 |
Capital Advisors Wealth Management, LLC | 3 | 3 | 3.98% | 5.21% | 6.16% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q3 2018 | 2 |
SYM FINANCIAL Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Csenge Advisory Group | 1 | 1 | 0.09% | 0.10% | 0.10% | Q3 2021 | Q1 2022 | 2 |
Garde Capital, Inc. | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Rather & Kittrell, Inc. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q1 2023 | 2 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 2 |
JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.06% | 0.08% | 0.10% | Q2 2019 | Q4 2019 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 0.13% | 0.24% | 0.34% | Q4 2021 | Q1 2022 | 2 |
AlphaStar Capital Management, LLC | 2 | 2 | 0.39% | 0.40% | 0.40% | Q2 2018 | Q3 2018 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 2 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 2 |
FSM Wealth Advisors, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 1.30% | 1.31% | 1.32% | Q2 2023 | Q3 2023 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q2 2022 | 2 |
NorthCrest Asset Manangement, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 2 |
KM Capital Management Ltd. | 2 | 2 | 2.31% | 2.31% | 2.31% | Q4 2022 | Q1 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Hartford Financial Management Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 2 |
One Charles Private Wealth Services, LLC | 2 | 2 | 0.47% | 0.55% | 0.64% | Q4 2019 | Q1 2020 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.27% | 0.28% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.38% | 0.43% | 0.48% | Q2 2023 | Q3 2023 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.08% | 0.14% | Q1 2019 | Q2 2021 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 1.82% | 1.85% | 1.87% | Q2 2023 | Q3 2023 | 2 |
One Capital Management, LLC | 2 | 2 | 0.04% | 0.49% | 0.94% | Q1 2023 | Q2 2023 | 2 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q2 2015 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 2 | 2 | 0.21% | 0.24% | 0.28% | Q4 2018 | Q1 2019 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FIDUCIARY TRUST INTERNATIONAL LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2019 | Q1 2020 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
Tevis Investment Management | 1 | 1 | 0.18% | 0.20% | 0.21% | Q4 2021 | Q1 2023 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.31% | 0.33% | 0.36% | Q4 2022 | Q1 2023 | 2 |
Lifeworks Advisors, LLC | 2 | 2 | 0.13% | 0.15% | 0.18% | Q1 2022 | Q2 2022 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Consilium Wealth Advisory, LLC | 2 | 2 | 1.08% | 1.11% | 1.14% | Q4 2021 | Q1 2022 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q4 2013 | 2 |
Hexagon Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q1 2019 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
American Trust | 2 | 2 | 0.96% | 1.07% | 1.18% | Q2 2023 | Q3 2023 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Worth Asset Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q1 2023 | 2 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 2 |
Kernodle & Katon Asset Management Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Revisor Wealth Management LLC | 2 | 2 | 0.59% | 0.66% | 0.74% | Q1 2023 | Q2 2023 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Nicholas Hoffman & Company, LLC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q2 2018 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Intelligence Driven Advisers, LLC | 1 | 1 | 0.07% | 0.10% | 0.13% | Q1 2020 | Q3 2022 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Cornerstone Management, Inc. | 2 | 2 | 0.54% | 0.54% | 0.55% | Q1 2018 | Q2 2018 | 2 |
Sugarloaf Wealth Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Financial Connections Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Crescent Sterling, Ltd. | 2 | 2 | 0.20% | 0.24% | 0.28% | Q2 2023 | Q3 2023 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2020 | 2 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Truvestments Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Acropolis Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Liberty Capital Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Allen Capital Group, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2022 | Q4 2022 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Personal Wealth Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Drexel Morgan & Co. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2021 | Q2 2021 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Chicago Wealth Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
SFMG, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
PVG Asset Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2016 | Q2 2016 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Surevest, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Traverso Chambers Private Wealth Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2018 | Q4 2018 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Mainsail Financial Group, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Graves Light Lenhart Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cullen Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Evolution Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Wedmont Private Capital | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Arjuna Capital | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
PEOPLES BANK /OH | 1 | 1 | 1.09% | 1.09% | 1.09% | Q3 2023 | Q3 2023 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Empowered Funds, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2021 | Q2 2021 | 1 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Morling Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
KEB ASSET MANAGEMENT, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Maryland Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Lansing Street Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MARSHALL & SULLIVAN INC /WA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Element Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Family Capital Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 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 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
New England Private Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q3 2021 | Q3 2021 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
LifeSteps Financial, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wambolt & Associates, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own SCHWAB STRATEGIC TR or have owned SCHWAB STRATEGIC TR in the past.