Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ProVise Management Group, LLC | 39 | 39 | 0.16% | 0.66% | 0.88% | Q1 2014 | Q3 2023 | 39 |
ROYAL BANK OF CANADA | 36 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 39 |
Creative Planning | 33 | 5 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
US BANCORP \DE\ | 19 | 18 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 37 |
Mariner, LLC | 36 | 36 | 0.01% | 0.03% | 0.09% | Q4 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.02% | 0.25% | 0.72% | Q4 2014 | Q3 2023 | 36 |
Financial Architects, Inc | 32 | 4 | 0.01% | 0.40% | 0.72% | Q2 2014 | Q2 2023 | 36 |
Roof Eidam Maycock Peralta, LLC | 36 | 36 | 0.09% | 0.34% | 0.93% | Q4 2014 | Q3 2023 | 36 |
BANK OF AMERICA CORP /DE/ | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Charles Schwab Investment Advisory, Inc. | 35 | 35 | 1.23% | 4.96% | 7.06% | Q1 2015 | Q3 2023 | 35 |
MORGAN STANLEY | 30 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 33 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 32 | 32 | 0.02% | 1.16% | 3.90% | Q1 2015 | Q4 2022 | 32 |
UBS Group AG | 29 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 32 |
WELLS FARGO & COMPANY/MN | 30 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 31 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.04% | 0.14% | Q1 2014 | Q3 2023 | 31 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.00% | 0.13% | 0.43% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.06% | 0.16% | Q4 2015 | Q3 2023 | 31 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 10 | 0.00% | 0.04% | 0.07% | Q2 2015 | Q1 2023 | 30 |
FAS Wealth Partners, Inc. | 30 | 30 | 0.00% | 0.10% | 0.19% | Q2 2016 | Q3 2023 | 30 |
BlackRock Inc. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 30 |
LPL Financial LLC | 28 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 30 |
CITIGROUP INC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
AMERIPRISE FINANCIAL INC | 21 | 7 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 28 |
TIEDEMANN ADVISORS, LLC | 28 | 28 | 0.02% | 0.15% | 1.36% | Q4 2016 | Q3 2023 | 28 |
Riverpoint Wealth Management Holdings, LLC | 28 | 28 | 3.57% | 6.13% | 8.58% | Q4 2016 | Q3 2023 | 28 |
Cambridge Investment Research Advisors, Inc. | 16 | 12 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 28 |
CAHILL FINANCIAL ADVISORS INC | 28 | 28 | 0.10% | 0.16% | 0.23% | Q4 2016 | Q3 2023 | 28 |
Texas Yale Capital Corp. | 28 | 28 | 0.15% | 0.20% | 0.30% | Q4 2016 | Q3 2023 | 28 |
Cambridge Advisors Inc. | 28 | 28 | 0.08% | 0.23% | 0.36% | Q4 2016 | Q3 2023 | 28 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 28 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 27 |
JANICZEK WEALTH MANAGEMENT, LLC | 26 | 26 | 0.17% | 3.49% | 7.69% | Q2 2017 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
Brouwer & Janachowski, LLC | 23 | 1 | 0.01% | 4.21% | 10.23% | Q1 2014 | Q3 2021 | 25 |
AdvisorNet Financial, Inc | 24 | 24 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Arlington Financial Advisors, LLC | 24 | 24 | 2.21% | 5.58% | 6.72% | Q4 2017 | Q3 2023 | 24 |
Gemmer Asset Management LLC | 12 | 6 | 0.00% | 1.12% | 2.65% | Q1 2014 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
FOSTER & MOTLEY INC | 24 | 24 | 0.03% | 0.66% | 1.12% | Q4 2017 | Q3 2023 | 24 |
Frontier Wealth Management LLC | 24 | 24 | 0.02% | 0.37% | 0.83% | Q3 2016 | Q2 2022 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
First Command Advisory Services, Inc. | 24 | 24 | 0.00% | 1.86% | 10.36% | Q4 2017 | Q3 2023 | 24 |
PrairieView Partners, LLC | 24 | 24 | 0.09% | 0.33% | 0.51% | Q4 2017 | Q3 2023 | 24 |
McAdam, LLC | 23 | 23 | 0.00% | 1.45% | 2.68% | Q1 2018 | Q3 2023 | 23 |
JPMORGAN CHASE & CO | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 23 |
Relaxing Retirement Coach | 23 | 23 | 0.06% | 0.92% | 1.94% | Q4 2017 | Q2 2023 | 23 |
Pacific Wealth Strategies Group, Inc. | 13 | 1 | 0.22% | 1.34% | 3.50% | Q4 2016 | Q4 2022 | 23 |
Vigilant Capital Management, LLC | 22 | 1 | 0.00% | 1.73% | 2.62% | Q4 2014 | Q4 2021 | 23 |
Carroll Financial Associates, Inc. | 23 | 23 | 0.00% | 0.03% | 0.04% | Q2 2016 | Q4 2021 | 23 |
Allworth Financial LP | 21 | 2 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 23 |
Financial Management Professionals, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 22 |
LBMC INVESTMENT ADVISORS, LLC | 22 | 22 | 0.04% | 0.06% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Sargent Bickham Lagudis LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2022 | 22 |
Anchor Investment Management, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2023 | 22 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2022 | 22 |
Brinker Capital Investments, LLC | 21 | 21 | 0.07% | 0.34% | 1.11% | Q4 2017 | Q4 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Parallel Advisors, LLC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.06% | 0.16% | Q4 2014 | Q4 2019 | 21 |
Callan Capital, LLC | 21 | 21 | 0.22% | 1.19% | 2.36% | Q3 2018 | Q3 2023 | 21 |
LVW Advisors, LLC | 21 | 21 | 0.08% | 0.18% | 0.80% | Q4 2014 | Q4 2019 | 21 |
Foster Victor Wealth Advisors, LLC | 20 | 20 | 0.03% | 0.15% | 0.37% | Q4 2018 | Q3 2023 | 20 |
Cedar Wealth Management, LLC | 20 | 20 | 0.00% | 0.35% | 0.67% | Q3 2018 | Q2 2023 | 20 |
BLAIR WILLIAM & CO/IL | 13 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 20 |
HHM Wealth Advisors, LLC | 20 | 20 | 0.52% | 0.77% | 1.07% | Q4 2018 | Q3 2023 | 20 |
REGENTATLANTIC CAPITAL LLC | 20 | 20 | 0.02% | 0.64% | 2.01% | Q4 2017 | Q3 2022 | 20 |
Kelman-Lazarov, Inc. | 20 | 20 | 0.12% | 0.55% | 0.86% | Q4 2018 | Q3 2023 | 20 |
HOWARD FINANCIAL SERVICES, LTD. | 20 | 20 | 0.15% | 0.42% | 1.09% | Q4 2018 | Q3 2023 | 20 |
RESTON WEALTH MANAGEMENT LLC | 20 | 20 | 0.73% | 1.18% | 2.01% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
MOLLER WEALTH PARTNERS | 19 | 19 | 0.30% | 5.95% | 7.97% | Q1 2019 | Q3 2023 | 19 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
SIGNATUREFD, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 19 |
First Command Financial Services, Inc. | 19 | 19 | 0.00% | 0.96% | 9.13% | Q4 2017 | Q2 2022 | 19 |
CABOT WEALTH MANAGEMENT INC | 13 | 6 | 0.05% | 0.43% | 0.64% | Q4 2015 | Q3 2023 | 19 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19 | 19 | 0.00% | 0.05% | 0.30% | Q1 2019 | Q3 2023 | 19 |
American Portfolios Advisors | 15 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Opes Wealth Management LLC | 19 | 19 | 0.37% | 1.97% | 3.92% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Clarius Group, LLC | 19 | 19 | 1.05% | 4.21% | 5.26% | Q1 2019 | Q3 2023 | 19 |
First Command Bank | 19 | 19 | 0.00% | 0.05% | 0.21% | Q4 2017 | Q2 2022 | 19 |
Advisory Services Network, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 14 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 18 |
HighTower Advisors, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 18 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 18 | 18 | 0.03% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
WADDELL & ASSOCIATES, LLC | 18 | 18 | 0.54% | 6.41% | 10.44% | Q2 2019 | Q3 2023 | 18 |
LINCOLN NATIONAL CORP | 17 | 17 | 0.05% | 0.29% | 0.34% | Q3 2019 | Q3 2023 | 17 |
GLENMEDE TRUST CO NA | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
Raymond James Financial Services Advisors, Inc. | 13 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
Charles Schwab Trust Co | 17 | 17 | 0.07% | 1.26% | 2.70% | Q3 2019 | Q3 2023 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
ATLAS CAPITAL ADVISORS LLC | 12 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
FINANCIAL CONSULATE, INC | 17 | 17 | 0.22% | 0.44% | 0.86% | Q4 2014 | Q4 2018 | 17 |
COLONY GROUP LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 17 | 17 | 0.02% | 0.17% | 0.27% | Q1 2016 | Q1 2020 | 17 |
WESPAC Advisors, LLC | 6 | 5 | 0.15% | 0.31% | 0.83% | Q3 2014 | Q1 2019 | 16 |
Lowe Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2023 | 16 |
HOWE & RUSLING INC | 15 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 16 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.16% | 0.86% | 1.73% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.00% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Perigon Wealth Management, LLC | 8 | 1 | 0.01% | 0.13% | 1.84% | Q3 2011 | Q3 2023 | 16 |
CVA Family Office, LLC | 16 | 16 | 0.17% | 0.31% | 0.91% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 16 |
Strategic Advisors LLC | 16 | 16 | 0.27% | 1.02% | 1.54% | Q1 2016 | Q4 2019 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.16% | 0.23% | 0.38% | Q4 2019 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.72% | 2.44% | 3.37% | Q4 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2020 | 16 |
Your Advocates Ltd., LLP | 16 | 16 | 1.35% | 2.98% | 7.33% | Q4 2019 | Q3 2023 | 16 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10 | 2 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 16 |
BerganKDV Wealth Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.04% | Q2 2018 | Q2 2023 | 16 |
M&T BANK CORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2019 | 15 |
TOTAL INVESTMENT MANAGEMENT INC | 14 | 1 | 0.17% | 0.20% | 0.24% | Q4 2016 | Q1 2021 | 15 |
AlphaCore Capital LLC | 9 | 6 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.03% | 0.21% | 0.47% | Q4 2019 | Q3 2023 | 15 |
Gratus Capital, LLC | 15 | 15 | 0.02% | 0.07% | 0.12% | Q3 2018 | Q1 2022 | 15 |
Delphi Private Advisors LLC | 15 | 15 | 15.44% | 22.73% | 28.98% | Q4 2015 | Q2 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
West Coast Financial LLC | 15 | 15 | 0.17% | 0.27% | 0.56% | Q2 2016 | Q4 2019 | 15 |
JNBA Financial Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Opus Capital Group, LLC | 15 | 15 | 0.08% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 15 | 15 | 0.02% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Savant Capital, LLC | 15 | 15 | 0.11% | 0.28% | 0.43% | Q1 2020 | Q3 2023 | 15 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 7 | 0.04% | 0.26% | 0.36% | Q4 2019 | Q3 2023 | 15 |
PFG Advisors | 5 | 4 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 14 |
Plante Moran Financial Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 14 |
Alpha Omega Wealth Management LLC | 12 | 2 | 0.04% | 0.10% | 0.19% | Q1 2019 | Q3 2023 | 14 |
TCI Wealth Advisors, Inc. | 7 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2022 | 14 |
Wade Financial Advisory, Inc | 13 | 1 | 0.14% | 0.20% | 0.34% | Q4 2019 | Q3 2023 | 14 |
DDD Partners, LLC | 14 | 14 | 0.08% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Tortoise Investment Management, LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 14 |
Summit Financial Wealth Advisors, LLC | 6 | 4 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q4 2021 | 14 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Integrated Advisors Network LLC | 13 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2023 | 14 |
RHS Financial, LLC | 13 | 1 | 0.22% | 0.63% | 1.64% | Q4 2018 | Q3 2023 | 14 |
BANK OF MONTREAL /CAN/ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 14 |
Southern Wealth Management, LLP | 14 | 14 | 0.10% | 0.37% | 0.73% | Q4 2019 | Q1 2023 | 14 |
Kathmere Capital Management, LLC | 14 | 14 | 0.40% | 1.56% | 2.30% | Q2 2020 | Q3 2023 | 14 |
Jackson Creek Investment Advisors LLC | 13 | 13 | 0.14% | 0.21% | 0.25% | Q3 2020 | Q3 2023 | 13 |
True North Advisors, LLC | 6 | 2 | 0.32% | 0.84% | 1.39% | Q4 2019 | Q3 2023 | 13 |
Adero Partners, LLC | 12 | 1 | 0.03% | 0.31% | 0.82% | Q4 2019 | Q3 2023 | 13 |
MCF Advisors LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 13 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 13 | 13 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Lenox Wealth Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 13 |
J. L. Bainbridge & Co., Inc. | 12 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 13 |
Sandy Spring Bank | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 13 |
First Pacific Financial | 13 | 13 | 8.21% | 10.10% | 12.33% | Q3 2020 | Q3 2023 | 13 |
GOLDMAN SACHS GROUP INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 13 | 13 | 0.00% | 0.03% | 0.31% | Q4 2019 | Q4 2022 | 13 |
APPLETON PARTNERS INC/MA | 12 | 12 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q4 2023 | 12 |
Prairiewood Capital, LLC | 12 | 12 | 8.91% | 11.40% | 14.36% | Q4 2020 | Q3 2023 | 12 |
Sonora Investment Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 12 |
Edge Wealth Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2020 | 12 |
Apollon Wealth Management, LLC | 12 | 12 | 0.07% | 0.13% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.38% | 0.64% | 1.65% | Q4 2020 | Q3 2023 | 12 |
HM PAYSON & CO | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 12 |
SALEM INVESTMENT COUNSELORS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
CreativeOne Wealth, LLC | 8 | 4 | 0.01% | 1.39% | 6.88% | Q1 2018 | Q3 2021 | 12 |
Chicago Partners Investment Group LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 11 |
Bogart Wealth, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
Dynamic Advisor Solutions LLC | 6 | 2 | 0.01% | 0.05% | 0.16% | Q2 2019 | Q3 2023 | 11 |
Capital Asset Advisory Services LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CWM, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 1.09% | 1.54% | 2.15% | Q4 2020 | Q3 2023 | 11 |
Horan Securities, Inc. | 8 | 3 | 0.01% | 0.03% | 0.26% | Q4 2020 | Q3 2023 | 11 |
MUFG Americas Holdings Corp | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 11 |
Moisand Fitzgerald Tamayo, LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Bedel Financial Consulting, Inc. | 8 | 3 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q1 2022 | 11 |
SOL Capital Management CO | 9 | 2 | 0.06% | 0.07% | 0.07% | Q3 2016 | Q4 2019 | 11 |
ADIRONDACK TRUST CO | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
STIFEL FINANCIAL CORP | 8 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 11 |
Cerity Partners LLC | 10 | 10 | 0.00% | 0.04% | 0.10% | Q2 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.38% | 0.50% | 0.63% | Q2 2021 | Q3 2023 | 10 |
NORTHERN TRUST CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Covenant Multifamily Offices, LLC | 10 | 10 | 0.14% | 0.17% | 0.20% | Q2 2019 | Q3 2021 | 10 |
Syverson Strege & Co | 10 | 10 | 0.01% | 0.35% | 0.60% | Q4 2020 | Q1 2023 | 10 |
SHEETS SMITH WEALTH MANAGEMENT | 9 | 1 | 0.02% | 0.09% | 0.13% | Q1 2018 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Austin Private Wealth, LLC | 10 | 10 | 0.05% | 0.11% | 0.19% | Q2 2021 | Q3 2023 | 10 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Asset Planning Services, Ltd. | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2017 | Q3 2019 | 10 |
JOHNSON INVESTMENT COUNSEL INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 10 |
EP Wealth Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q1 2022 | 10 |
Focused Wealth Management, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Key FInancial Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Paragon Capital Management LLC | 6 | 4 | 0.11% | 0.13% | 0.13% | Q1 2021 | Q3 2023 | 10 |
Geneos Wealth Management Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 10 |
Valeo Financial Advisors, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 10 |
Opes Advisors Inc | 9 | 9 | 3.24% | 3.83% | 4.30% | Q4 2016 | Q4 2018 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.83% | 1.08% | 1.66% | Q1 2020 | Q1 2022 | 9 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 9 | 9 | 0.14% | 0.20% | 0.32% | Q4 2014 | Q4 2016 | 9 |
Investors Research Corp | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Continuum Advisory, LLC | 9 | 9 | 0.07% | 0.10% | 0.15% | Q3 2021 | Q3 2023 | 9 |
FLOW TRADERS U.S. LLC | 3 | 2 | 0.02% | 0.08% | 0.19% | Q2 2020 | Q2 2023 | 9 |
AE Wealth Management LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2019 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.00% | 0.09% | 0.22% | Q3 2021 | Q3 2023 | 9 |
361 CAPITAL LLC | 9 | 9 | 0.05% | 0.09% | 0.14% | Q2 2018 | Q2 2020 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
McClarren Financial Advisors, Inc. | 5 | 4 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 9 |
BRIGHTON JONES LLC | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
MSI Financial Services Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
Capital Investment Advisory Services, LLC | 8 | 1 | 0.00% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 9 |
Robbins Farley | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 9 |
TimeScale Financial, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
MML INVESTORS SERVICES, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Personal Capital Advisors Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Capital Analysts, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.09% | 0.25% | 0.43% | Q4 2021 | Q3 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.18% | 0.23% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.04% | 0.23% | 0.41% | Q4 2021 | Q3 2023 | 8 |
TD Capital Management LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Clay Northam Wealth Management, LLC | 8 | 8 | 0.49% | 0.54% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Shore Point Advisors, LLC | 8 | 8 | 5.11% | 5.52% | 6.15% | Q4 2021 | Q3 2023 | 8 |
Larson Financial Group LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
Red Door Wealth Management, LLC | 7 | 1 | 0.00% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 8 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 8 |
Renaissance Technologies | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
CIDEL ASSET MANAGEMENT INC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SCOTIA CAPITAL INC. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Ironwood Investment Counsel, LLC | 8 | 8 | 0.17% | 0.80% | 1.74% | Q4 2021 | Q3 2023 | 8 |
Betterment LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.68% | 2.25% | 3.68% | Q3 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
SHINE INVESTMENT ADVISORY SERVICES INC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2020 | 8 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 8 |
COLLECTIVE FAMILY OFFICE LLC | 8 | 8 | 0.38% | 1.85% | 2.93% | Q4 2021 | Q3 2023 | 8 |
HARBOUR INVESTMENTS, INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 3.24% | 3.47% | 3.88% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Janney Montgomery Scott LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Huber Financial Advisors, LLC | 8 | 8 | 0.19% | 0.62% | 1.55% | Q2 2018 | Q1 2020 | 8 |
ASSETMARK, INC | 6 | 1 | 0.00% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 8 |
Ackerman Capital Advisors, LLC | 5 | 1 | 0.02% | 1.39% | 3.10% | Q2 2017 | Q4 2019 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Jacobi Capital Management LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 7 |
CUTLER INVESTMENT COUNSEL LLC | 7 | 7 | 0.18% | 0.20% | 0.21% | Q1 2022 | Q3 2023 | 7 |
SOA Wealth Advisors, LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Stratos Wealth Partners, LTD. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2018 | 7 |
BKA Wealth Consulting, Inc. | 7 | 7 | 0.39% | 0.42% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Burleson & Company, LLC | 7 | 7 | 0.11% | 0.14% | 0.16% | Q4 2017 | Q2 2019 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
HBC Financial Services, PLLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Beaird Harris Wealth Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Cetera Advisor Networks LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 7 | 7 | 0.38% | 0.47% | 0.59% | Q1 2018 | Q3 2019 | 7 |
CARDIFF PARK ADVISORS, LLC | 7 | 7 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q2 2023 | 7 |
Abacus Planning Group, Inc. | 6 | 1 | 0.08% | 0.30% | 0.41% | Q4 2018 | Q1 2021 | 7 |
Rosenberg Matthew Hamilton | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Robertson Stephens Wealth Management, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2022 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
CENTRAL TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
MATHER GROUP, LLC. | 5 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 7 |
QUADRANT CAPITAL GROUP LLC | 5 | 2 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q1 2021 | 7 |
WEALTHFRONT Corp | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 7 |
Dorsey & Whitney Trust CO LLC | 4 | 3 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Johnson Bixby & Associates, LLC | 7 | 7 | 1.30% | 1.52% | 1.77% | Q1 2022 | Q3 2023 | 7 |
Winfield Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WASHINGTON TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MAI Capital Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
WoodTrust Financial Corp | 7 | 7 | 0.11% | 0.13% | 0.15% | Q3 2020 | Q1 2022 | 7 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Camelot Portfolios, LLC | 7 | 7 | 0.11% | 0.13% | 0.16% | Q4 2020 | Q2 2022 | 7 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 7 |
OXFORD FINANCIAL GROUP, LTD. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Bison Wealth, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
TruWealth Advisors, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
IHT Wealth Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 6 |
Cetera Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 6 |
Seven Springs Wealth Group, LLC | 6 | 6 | 2.35% | 2.75% | 2.99% | Q2 2022 | Q3 2023 | 6 |
Sound Income Strategies, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
PIN OAK INVESTMENT ADVISORS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Lindbrook Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
Center for Financial Planning, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Solitude Financial Services | 6 | 6 | 0.32% | 0.63% | 0.80% | Q2 2022 | Q3 2023 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2022 | 6 |
WestHill Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
OneAscent Wealth Management LLC | 5 | 1 | 0.17% | 0.27% | 0.42% | Q1 2022 | Q3 2023 | 6 |
Litman Gregory Wealth Management LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.00% | 0.03% | 0.16% | Q1 2018 | Q2 2019 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 6 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 6 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 6 | 6 | 0.07% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.05% | 0.19% | Q2 2020 | Q3 2023 | 6 |
Ten Capital Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
Harbor Group, Inc. | 6 | 6 | 0.14% | 0.24% | 0.32% | Q4 2020 | Q1 2022 | 6 |
Freestone Capital Holdings, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2020 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
EVOKE WEALTH, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 6 |
Accredited Investors Inc. | 6 | 6 | 0.02% | 0.28% | 0.73% | Q2 2022 | Q3 2023 | 6 |
Krilogy Financial LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 5 |
Capstone Triton Financial Group, LLC | 5 | 5 | 0.09% | 0.19% | 0.45% | Q4 2020 | Q4 2021 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Baird Financial Group, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
HB Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.11% | 0.12% | 0.13% | Q3 2021 | Q3 2023 | 5 |
FIRST NATIONAL CORP /MA/ /ADV | 5 | 5 | 0.10% | 0.22% | 0.42% | Q4 2018 | Q4 2019 | 5 |
O'Dell Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
BELLEVUE ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
John W. Brooker & Co., CPAs | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 5 |
FIRST MANHATTAN CO. LLC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2022 | 5 |
Madden Advisory Services, Inc. | 2 | 1 | 0.03% | 0.07% | 0.11% | Q3 2014 | Q1 2017 | 5 |
Paradigm Financial Partners, LLC | 3 | 2 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Virtu KCG Holdings LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2017 | 5 |
Destination Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 5 |
Bartlett & Co. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Capital Group Private Client Services, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
RMB Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Avior Wealth Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 5 |
FRANKLIN RESOURCES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
MADISON INVESTMENT HOLDINGS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
Mokosak Advisory Group, LLC | 5 | 5 | 1.79% | 1.89% | 1.96% | Q4 2018 | Q4 2019 | 5 |
Farther Finance Advisors, LLC | 4 | 4 | 0.14% | 0.26% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Sequoia Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
RAYMOND JAMES & ASSOCIATES | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.28% | 0.31% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Atria Investments, Inc | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2018 | Q4 2018 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Spectrum Management Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Sound Stewardship, LLC | 4 | 4 | 3.94% | 3.97% | 4.02% | Q4 2022 | Q3 2023 | 4 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 4 | 4 | 0.37% | 0.39% | 0.42% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GSB Wealth Management, LLC | 4 | 4 | 0.20% | 0.71% | 1.10% | Q4 2022 | Q3 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.16% | 0.17% | 0.17% | Q4 2022 | Q3 2023 | 4 |
WADE G W & INC | 2 | 1 | 0.01% | 0.08% | 0.20% | Q2 2021 | Q3 2023 | 4 |
Teamwork Financial Advisors, LLC | 4 | 4 | 0.05% | 0.09% | 0.17% | Q1 2021 | Q4 2021 | 4 |
Rice Partnership, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 4 |
Welch Group, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.21% | 0.84% | 1.91% | Q4 2018 | Q3 2019 | 4 |
Fisher Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 4 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Glassman Wealth Services | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 0.75% | 0.94% | 1.04% | Q4 2022 | Q3 2023 | 4 |
Luken Investment Analytics, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 4 | 4 | 0.13% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 1.16% | 1.22% | 1.28% | Q4 2022 | Q3 2023 | 4 |
Rappaport Reiches Capital Management, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
PROVENCE WEALTH MANAGEMENT GROUP | 3 | 1 | 0.15% | 0.20% | 0.31% | Q4 2021 | Q2 2023 | 4 |
RFG Advisory, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Kestra Advisory Services, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 4 |
Savior LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Cassady Schiller Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 1.18% | 1.30% | 1.36% | Q4 2018 | Q3 2019 | 4 |
Silicon Hills Wealth Management, LLC | 4 | 4 | 2.14% | 2.58% | 3.43% | Q4 2019 | Q3 2020 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.60% | 0.63% | 0.71% | Q4 2018 | Q3 2023 | 4 |
BUILDER INVESTMENT GROUP INC /ADV | 4 | 4 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
VICUS CAPITAL | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q2 2020 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Verum Partners LLC | 4 | 4 | 1.15% | 2.31% | 2.92% | Q4 2022 | Q3 2023 | 4 |
KMS FINANCIAL SERVICES, INC | 4 | 4 | 0.16% | 0.30% | 0.46% | Q4 2013 | Q3 2014 | 4 |
Private Ocean, LLC | 3 | 1 | 0.00% | 0.09% | 0.31% | Q4 2018 | Q2 2023 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2018 | 4 |
Strategic Wealth Partners, Ltd. | 3 | 1 | 0.00% | 0.04% | 0.06% | Q2 2019 | Q1 2022 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.01% | 0.10% | 0.19% | Q1 2021 | Q1 2022 | 4 |
Summit Financial Strategies, Inc. | 1 | 1 | 0.04% | 0.12% | 0.18% | Q4 2018 | Q4 2021 | 4 |
Lafayette Investments | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
SIMPLEX TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
JAG CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q1 2022 | 3 |
Financial Engines Advisors L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 3 |
BECK CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q1 2023 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 3 |
Independence Bank of Kentucky | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 1.44% | 1.50% | 1.56% | Q1 2023 | Q3 2023 | 3 |
Guardian Financial Partners, LLC | 2 | 1 | 0.23% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 3 |
Smith, Salley & Associates | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.11% | 0.13% | 0.16% | Q4 2022 | Q2 2023 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Golden State Wealth Management, LLC | 2 | 1 | 0.00% | 0.06% | 0.18% | Q1 2019 | Q4 2019 | 3 |
TRUIST FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 3 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 3 |
Maryland Capital Management | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2021 | 3 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.05% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 3 |
WealthTrust-Arizona, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Treybourne Wealth Planners, Inc. | 3 | 3 | 0.79% | 0.88% | 0.95% | Q4 2020 | Q2 2021 | 3 |
Sage Mountain Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
SVA Wealth Management, LLC | 3 | 3 | 0.06% | 0.23% | 0.49% | Q2 2018 | Q4 2018 | 3 |
Atria Wealth Solutions, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 3 |
FOUNDERS BANK & TRUST | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q4 2014 | 3 |
Jackson Hole Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Financial Connections Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Tempus Wealth Planning, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Better Money Decisions, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q2 2022 | 3 |
Ritter Daniher Financial Advisory LLC / DE | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 3 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q3 2019 | 3 |
Baystate Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 3 |
ACCESS FINANCIAL SERVICES, INC. | 3 | 3 | 0.23% | 0.26% | 0.31% | Q4 2018 | Q2 2019 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Mosaic Financial Partners, Inc. | 3 | 3 | 0.38% | 0.85% | 1.24% | Q4 2017 | Q2 2018 | 3 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2021 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Econ Financial Services Corp | 3 | 3 | 1.38% | 1.72% | 2.21% | Q4 2018 | Q2 2019 | 3 |
Kabarec Financial Advisors, Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.36% | 1.06% | Q2 2020 | Q1 2023 | 3 |
Auxano Advisors, LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Virtu Financial LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q1 2018 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 3 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Laurel Wealth Planning LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 2 |
Sowell Financial Services LLC | 1 | 1 | 0.01% | 0.08% | 0.15% | Q4 2016 | Q2 2023 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.55% | 0.73% | 0.92% | Q1 2017 | Q2 2017 | 2 |
Garde Capital, Inc. | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q3 2018 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q4 2018 | 2 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q4 2019 | 2 |
DWM Financial Group, Inc. | 2 | 2 | 9.24% | 9.87% | 10.49% | Q4 2019 | Q1 2020 | 2 |
Truvestments Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2017 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2022 | Q3 2022 | 2 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2019 | 2 |
Empower Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Pasadena Private Wealth, LLC | 2 | 2 | 2.46% | 2.70% | 2.93% | Q4 2022 | Q1 2023 | 2 |
Hexagon Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
KCM INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 2 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Pathway Financial Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Dechtman Wealth Management, LLC | 2 | 2 | 0.10% | 0.25% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 2 |
Meristem Family Wealth, LLC | 2 | 2 | 0.40% | 0.42% | 0.43% | Q3 2021 | Q4 2021 | 2 |
ZRC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
WMS Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 2 |
Cornerstone Management, Inc. | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2018 | Q2 2018 | 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 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Kernodle & Katon Asset Management Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
S.A. Mason LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Wealthfront Advisers LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Capital Bank & Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 2 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2015 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.12% | 0.14% | 0.17% | Q4 2017 | Q1 2018 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2022 | Q4 2022 | 2 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 2 |
Versant Capital Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
CGN Advisors LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2023 | Q4 2023 | 2 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
NOVARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Modus Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Exchange Capital Management, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Family Firm, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Hartford Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 2 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 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 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Sciencast Management LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q2 2017 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BCS Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Wedmont Private Capital | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Evolution Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Liberty Capital Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | 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 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Hudock, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2019 | Q4 2019 | 1 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BOKF, NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Northland Capital Management LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q3 2023 | Q3 2023 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Hilltop Partners LLC | 1 | 1 | 2.16% | 2.16% | 2.16% | Q3 2023 | Q3 2023 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
55I, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
1 NORTH WEALTH SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lansing Street Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Sonora Investment Management Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Foresight Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
MARSHALL & SULLIVAN INC /WA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Element Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 2.02% | 2.02% | 2.02% | Q3 2023 | Q3 2023 | 1 |
Berkshire Money Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
HT Partners LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2015 | Q4 2015 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Knuff & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
South Shore Capital Advisors | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2021 | Q2 2021 | 1 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Arjuna Capital | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Beacon Capital Management, 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 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kaizen Financial Strategies | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2023 | Q3 2023 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Firestone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | 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.