Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Gemmer Asset Management LLC | 39 | 39 | 0.66% | 2.18% | 5.47% | Q1 2014 | Q3 2023 | 39 |
ROYAL BANK OF CANADA | 35 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 37 |
Newman Dignan & Sheerar, Inc. | 23 | 14 | 0.01% | 0.30% | 0.84% | Q2 2014 | Q3 2023 | 37 |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Financial Architects, Inc | 32 | 4 | 0.01% | 0.89% | 1.36% | Q2 2014 | Q2 2023 | 36 |
White Pine Investment CO | 36 | 36 | 0.29% | 1.97% | 4.06% | Q4 2014 | Q3 2023 | 36 |
Bartlett & Co. LLC | 20 | 16 | 0.00% | 0.11% | 0.28% | Q4 2014 | Q4 2023 | 36 |
US BANCORP \DE\ | 24 | 12 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 36 |
CABOT WEALTH MANAGEMENT INC | 36 | 36 | 0.06% | 1.39% | 2.26% | Q4 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 35 | 35 | 0.29% | 0.62% | 1.00% | Q1 2015 | Q3 2023 | 35 |
MORGAN STANLEY | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Charles Schwab Investment Advisory, Inc. | 35 | 35 | 2.11% | 7.77% | 10.99% | Q1 2015 | Q3 2023 | 35 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 35 | 35 | 0.65% | 2.07% | 3.02% | Q1 2015 | Q3 2023 | 35 |
AMERIPRISE FINANCIAL INC | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 33 | 33 | 0.00% | 0.04% | 0.12% | Q3 2015 | Q3 2023 | 33 |
UBS Group AG | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Creative Planning | 32 | 32 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 32 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.04% | 0.17% | Q3 2014 | Q3 2023 | 32 |
Asset Dedication, LLC | 26 | 5 | 0.01% | 0.02% | 0.09% | Q4 2015 | Q3 2023 | 31 |
ENVESTNET ASSET MANAGEMENT INC | 30 | 1 | 0.00% | 0.03% | 0.49% | Q4 2015 | Q3 2023 | 31 |
Kelman-Lazarov, Inc. | 31 | 31 | 1.73% | 8.75% | 16.55% | Q1 2016 | Q3 2023 | 31 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 31 |
BlackRock Inc. | 29 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 30 |
CAHILL FINANCIAL ADVISORS INC | 30 | 30 | 0.19% | 0.83% | 3.34% | Q2 2016 | Q3 2023 | 30 |
FAS Wealth Partners, Inc. | 30 | 30 | 0.02% | 0.15% | 0.30% | Q2 2016 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 30 | 30 | 0.00% | 0.09% | 0.17% | Q2 2016 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 4 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q3 2023 | 29 |
WELLS FARGO & COMPANY/MN | 26 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 29 |
JANE STREET GROUP, LLC | 13 | 1 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q2 2023 | 29 |
LPL Financial LLC | 28 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 29 |
Cambridge Advisors Inc. | 28 | 28 | 0.09% | 0.33% | 0.62% | Q4 2016 | Q3 2023 | 28 |
SOL Capital Management CO | 28 | 28 | 0.08% | 0.12% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Mariner, LLC | 19 | 1 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 28 |
REGENTATLANTIC CAPITAL LLC | 17 | 11 | 0.12% | 0.75% | 1.12% | Q3 2015 | Q3 2022 | 28 |
OXFORD FINANCIAL GROUP, LTD. LLC | 28 | 28 | 2.08% | 10.64% | 24.82% | Q4 2016 | Q3 2023 | 28 |
McAdam, LLC | 28 | 28 | 9.93% | 11.34% | 13.76% | Q4 2016 | Q3 2023 | 28 |
TIEDEMANN ADVISORS, LLC | 26 | 1 | 0.26% | 0.88% | 2.10% | Q4 2016 | Q3 2023 | 27 |
Asset Planning Services, Ltd. | 27 | 27 | 0.05% | 0.28% | 0.46% | Q2 2015 | Q4 2021 | 27 |
Advisory Services Network, LLC | 12 | 2 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 27 |
Sargent Bickham Lagudis LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q4 2022 | 26 |
RAYMOND JAMES & ASSOCIATES | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
JANICZEK WEALTH MANAGEMENT, LLC | 26 | 26 | 0.47% | 0.83% | 1.53% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 26 |
Carroll Financial Associates, Inc. | 26 | 26 | 0.10% | 0.54% | 1.11% | Q3 2015 | Q4 2021 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Baystate Wealth Management LLC | 20 | 4 | 0.01% | 0.07% | 0.30% | Q1 2017 | Q3 2023 | 24 |
WHITENER CAPITAL MANAGEMENT, INC. | 24 | 24 | 0.45% | 0.74% | 0.86% | Q4 2017 | Q3 2023 | 24 |
Leonard Rickey Investment Advisors P.L.L.C. | 24 | 24 | 1.83% | 4.64% | 8.96% | Q4 2017 | Q3 2023 | 24 |
Mengis Capital Management, Inc. | 24 | 24 | 0.05% | 0.10% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Texas Yale Capital Corp. | 13 | 11 | 0.01% | 0.08% | 0.17% | Q4 2016 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Arlington Financial Advisors, LLC | 24 | 24 | 5.93% | 11.30% | 14.99% | Q4 2017 | Q3 2023 | 24 |
FOSTER & MOTLEY INC | 24 | 24 | 0.04% | 0.29% | 0.43% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.04% | 0.12% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23 | 23 | 0.02% | 0.06% | 0.11% | Q1 2018 | Q3 2023 | 23 |
FCA CORP /TX | 23 | 23 | 0.40% | 1.03% | 1.73% | Q1 2018 | Q3 2023 | 23 |
InterOcean Capital, LLC | 23 | 23 | 0.02% | 0.33% | 0.80% | Q4 2014 | Q2 2020 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
QUADRANT CAPITAL GROUP LLC | 23 | 23 | 0.14% | 1.91% | 4.82% | Q1 2018 | Q3 2023 | 23 |
Allworth Financial LP | 21 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 23 |
Valeo Financial Advisors, LLC | 23 | 23 | 0.02% | 0.11% | 0.23% | Q1 2018 | Q3 2023 | 23 |
JPMORGAN CHASE & CO | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 2 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 22 |
Ackerman Capital Advisors, LLC | 12 | 1 | 0.05% | 1.36% | 5.52% | Q2 2017 | Q3 2023 | 22 |
Evanson Asset Management, LLC | 22 | 22 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Ironwood Investment Counsel, LLC | 22 | 22 | 0.23% | 0.47% | 0.89% | Q2 2018 | Q3 2023 | 22 |
COLONY GROUP LLC | 22 | 22 | 0.02% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 11 | 4 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 1 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q4 2019 | 22 |
CITIGROUP INC | 12 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
LBMC INVESTMENT ADVISORS, LLC | 22 | 22 | 0.10% | 0.11% | 0.14% | Q2 2018 | Q3 2023 | 22 |
PFG Advisors | 17 | 5 | 0.13% | 0.27% | 0.66% | Q4 2017 | Q3 2023 | 22 |
Financial Management Professionals, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Parallel Advisors, LLC | 21 | 21 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 21 |
Gratus Capital, LLC | 21 | 21 | 0.17% | 0.82% | 1.31% | Q3 2018 | Q3 2023 | 21 |
Cedar Wealth Management, LLC | 21 | 21 | 0.00% | 0.58% | 1.08% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Burt Wealth Advisors | 21 | 21 | 0.05% | 2.41% | 4.08% | Q3 2018 | Q3 2023 | 21 |
OneDigital Investment Advisors LLC | 21 | 21 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Glassman Wealth Services | 21 | 21 | 5.83% | 13.87% | 15.74% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
RESTON WEALTH MANAGEMENT LLC | 20 | 20 | 3.12% | 6.49% | 18.14% | Q4 2018 | Q3 2023 | 20 |
TCI Wealth Advisors, Inc. | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2023 | 20 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 20 | 20 | 1.61% | 5.14% | 14.78% | Q4 2018 | Q3 2023 | 20 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 20 | 20 | 1.40% | 1.67% | 1.99% | Q4 2018 | Q3 2023 | 20 |
Private Ocean, LLC | 10 | 4 | 0.00% | 0.02% | 0.30% | Q2 2014 | Q3 2023 | 20 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 19 | 1 | 0.01% | 0.05% | 0.07% | Q4 2014 | Q2 2020 | 20 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 20 |
FINANCIAL CONSULATE, INC | 19 | 1 | 0.28% | 1.06% | 2.21% | Q4 2014 | Q4 2019 | 20 |
RHS Financial, LLC | 20 | 20 | 0.76% | 3.64% | 7.31% | Q4 2018 | Q3 2023 | 20 |
Baker Ellis Asset Management LLC | 20 | 20 | 0.04% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Foster Victor Wealth Advisors, LLC | 20 | 20 | 0.13% | 0.24% | 0.53% | Q4 2018 | Q3 2023 | 20 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
HighTower Advisors, LLC | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Opes Wealth Management LLC | 19 | 19 | 2.19% | 3.66% | 5.66% | Q1 2019 | Q3 2023 | 19 |
MADISON INVESTMENT HOLDINGS INC | 15 | 4 | 0.01% | 0.09% | 0.34% | Q4 2014 | Q3 2019 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Blume Capital Management, Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 19 |
Altium Wealth Management LLC | 19 | 19 | 0.03% | 0.15% | 0.82% | Q4 2017 | Q2 2022 | 19 |
COMERICA BANK | 16 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 19 |
Callan Capital, LLC | 19 | 19 | 1.38% | 3.78% | 6.56% | Q1 2019 | Q3 2023 | 19 |
MOLLER WEALTH PARTNERS | 19 | 19 | 0.30% | 3.63% | 4.68% | Q1 2019 | Q3 2023 | 19 |
Schwab Charitable Fund | 19 | 19 | 0.04% | 0.11% | 0.29% | Q3 2018 | Q1 2023 | 19 |
HOWE & RUSLING INC | 15 | 1 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 18 |
Raymond James Financial Services Advisors, Inc. | 14 | 1 | 0.00% | 0.07% | 0.54% | Q3 2014 | Q3 2023 | 18 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 14 | 4 | 0.00% | 0.10% | 0.40% | Q4 2018 | Q3 2023 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Steinberg Global Asset Management | 18 | 18 | 0.12% | 0.18% | 0.23% | Q4 2014 | Q1 2019 | 18 |
FORVIS Wealth Advisors, LLC | 18 | 18 | 0.06% | 0.10% | 0.14% | Q4 2015 | Q1 2020 | 18 |
Geneos Wealth Management Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
KING LUTHER CAPITAL MANAGEMENT CORP | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2021 | 17 |
Laurel Wealth Advisors, Inc. | 17 | 17 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q4 2022 | 17 |
Janney Montgomery Scott LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 17 |
MCF Advisors LLC | 10 | 7 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
WASHINGTON TRUST BANK | 17 | 17 | 0.04% | 0.07% | 0.09% | Q3 2014 | Q3 2018 | 17 |
ATLAS CAPITAL ADVISORS LLC | 12 | 5 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 17 |
LINCOLN NATIONAL CORP | 17 | 17 | 0.07% | 0.46% | 0.62% | Q3 2019 | Q3 2023 | 17 |
Charles Schwab Trust Co | 17 | 17 | 0.69% | 3.15% | 4.81% | Q3 2019 | Q3 2023 | 17 |
FIRST NATIONAL CORP /MA/ /ADV | 15 | 2 | 0.01% | 0.61% | 3.62% | Q4 2018 | Q3 2023 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Plante Moran Financial Advisors, LLC | 11 | 6 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 17 |
Your Advocates Ltd., LLP | 16 | 16 | 0.50% | 5.25% | 12.19% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 16 |
CVA Family Office, LLC | 16 | 16 | 0.39% | 0.80% | 2.04% | Q4 2019 | Q3 2023 | 16 |
Cedar Brook Financial Partners, LLC | 16 | 16 | 0.11% | 0.15% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Wade Financial Advisory, Inc | 16 | 16 | 0.17% | 0.31% | 0.45% | Q4 2019 | Q3 2023 | 16 |
Vigilant Capital Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2023 | 16 |
J.P. Morgan Private Wealth Advisors LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 16 |
TD Ameritrade Trust Co | 16 | 16 | 0.00% | 3.19% | 4.71% | Q2 2015 | Q1 2019 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.27% | 0.71% | 1.10% | Q4 2019 | Q3 2023 | 16 |
Capital Advisors, Ltd. LLC | 16 | 16 | 0.00% | 0.01% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 2.14% | 3.47% | 6.23% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Sharkey, Howes & Javer | 16 | 16 | 0.00% | 0.06% | 0.19% | Q1 2015 | Q4 2018 | 16 |
SignalPoint Asset Management, LLC | 14 | 2 | 0.06% | 0.34% | 0.54% | Q4 2016 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.05% | 0.14% | 0.32% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.36% | 1.76% | Q4 2019 | Q3 2023 | 16 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2023 | 16 |
Consolidated Planning Corp | 16 | 16 | 2.20% | 4.69% | 6.97% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 3.20% | 4.20% | 5.26% | Q4 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.02% | 0.09% | 0.89% | Q4 2019 | Q3 2023 | 16 |
Lindbrook Capital, LLC | 14 | 1 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Wellspring Financial Advisors, LLC | 15 | 15 | 0.11% | 0.13% | 0.14% | Q1 2020 | Q3 2023 | 15 |
JNBA Financial Advisors | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.08% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.12% | 0.96% | Q1 2020 | Q3 2023 | 15 |
Chicago Partners Investment Group LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2023 | 15 |
GLENMEDE TRUST CO NA | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
JOHNSON INVESTMENT COUNSEL INC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 15 |
West Coast Financial LLC | 15 | 15 | 0.23% | 0.39% | 1.18% | Q2 2016 | Q4 2019 | 15 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 15 | 15 | 0.02% | 0.05% | 0.10% | Q4 2017 | Q2 2021 | 15 |
M&T BANK CORP | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2019 | 15 |
Private Advisor Group, LLC | 11 | 1 | 0.00% | 0.18% | 1.64% | Q3 2017 | Q3 2023 | 15 |
Savant Capital, LLC | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Bedel Financial Consulting, Inc. | 14 | 14 | 0.00% | 0.02% | 0.02% | Q1 2018 | Q2 2021 | 14 |
American Portfolios Advisors | 14 | 14 | 0.00% | 0.05% | 0.47% | Q2 2019 | Q3 2022 | 14 |
Tortoise Investment Management, LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 14 |
Litman Gregory Wealth Management LLC | 9 | 2 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 14 |
ASSETMARK, INC | 6 | 1 | 0.00% | 0.05% | 0.12% | Q3 2016 | Q3 2023 | 14 |
Systelligence, LLC | 14 | 14 | 0.46% | 3.12% | 4.59% | Q3 2020 | Q4 2023 | 14 |
BCS Wealth Management | 13 | 1 | 0.25% | 0.40% | 0.60% | Q1 2020 | Q3 2023 | 14 |
Lee Financial Co | 14 | 14 | 0.00% | 4.69% | 8.50% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 14 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 7 | 1 | 0.11% | 0.23% | 0.38% | Q4 2017 | Q4 2022 | 14 |
Pacific Wealth Strategies Group, Inc. | 14 | 14 | 0.74% | 3.28% | 4.98% | Q2 2020 | Q3 2023 | 14 |
Arete Wealth Advisors, LLC | 11 | 3 | 0.03% | 0.11% | 0.31% | Q4 2016 | Q3 2023 | 14 |
Southern Wealth Management, LLP | 14 | 14 | 0.04% | 0.20% | 0.40% | Q4 2019 | Q1 2023 | 14 |
Certified Advisory Corp | 11 | 3 | 0.00% | 0.38% | 0.86% | Q4 2019 | Q3 2023 | 14 |
MARINO, STRAM & ASSOCIATES LLC | 9 | 5 | 0.07% | 0.11% | 0.19% | Q1 2020 | Q3 2023 | 14 |
Camelot Portfolios, LLC | 10 | 1 | 0.11% | 0.21% | 0.29% | Q3 2017 | Q2 2022 | 13 |
True North Advisors, LLC | 11 | 2 | 0.12% | 0.46% | 1.03% | Q1 2020 | Q3 2023 | 13 |
Paragon Wealth Strategies, LLC | 13 | 13 | 0.76% | 6.17% | 8.17% | Q4 2016 | Q4 2019 | 13 |
BALASA DINVERNO & FOLTZ LLC | 13 | 13 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2022 | 13 |
BANK OF MONTREAL /CAN/ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 13 |
DEUTSCHE BANK AG\ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 13 |
Lido Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.12% | 0.16% | 0.25% | Q3 2020 | Q3 2023 | 13 |
Jackson Creek Investment Advisors LLC | 13 | 13 | 0.37% | 0.44% | 0.48% | Q3 2020 | Q3 2023 | 13 |
Birchcreek Wealth Management, LLC | 12 | 12 | 0.43% | 0.68% | 1.27% | Q4 2020 | Q3 2023 | 12 |
ASSET PLANNING CORPORATION | 12 | 12 | 1.12% | 1.24% | 1.43% | Q4 2020 | Q3 2023 | 12 |
CHILTON CAPITAL MANAGEMENT LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Adero Partners, LLC | 12 | 12 | 0.04% | 0.80% | 2.87% | Q4 2019 | Q3 2022 | 12 |
SALEM INVESTMENT COUNSELORS INC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q2 2022 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
MAI Capital Management | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Prairiewood Capital, LLC | 12 | 12 | 7.10% | 9.93% | 12.51% | Q4 2020 | Q3 2023 | 12 |
Tanglewood Wealth Management, Inc. | 11 | 1 | 2.97% | 4.38% | 5.50% | Q4 2019 | Q3 2023 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2022 | 12 |
HM PAYSON & CO | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 12 |
Harbor Group, Inc. | 12 | 12 | 0.70% | 0.93% | 1.11% | Q4 2020 | Q3 2023 | 12 |
NOVARE CAPITAL MANAGEMENT LLC | 11 | 1 | 0.04% | 0.09% | 0.16% | Q2 2017 | Q2 2020 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 3.58% | 3.83% | 4.02% | Q4 2020 | Q3 2023 | 12 |
CIBC Private Wealth Group, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 12 |
ZEKE CAPITAL ADVISORS, LLC | 12 | 12 | 1.13% | 5.12% | 14.03% | Q2 2016 | Q1 2019 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 0.53% | 2.83% | 4.58% | Q4 2020 | Q3 2023 | 12 |
APPLETON PARTNERS INC/MA | 12 | 12 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Orion Portfolio Solutions, LLC | 8 | 3 | 0.00% | 0.52% | 4.18% | Q4 2019 | Q3 2023 | 11 |
Renaissance Technologies | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
WADE G W & INC | 11 | 11 | 0.01% | 0.16% | 0.25% | Q1 2021 | Q3 2023 | 11 |
Planned Solutions, Inc. | 7 | 4 | 11.34% | 13.54% | 17.21% | Q3 2020 | Q2 2023 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.01% | 0.04% | 0.11% | Q4 2018 | Q4 2021 | 11 |
Ashford Advisors, LLC | 11 | 11 | 6.55% | 10.06% | 12.04% | Q1 2021 | Q3 2023 | 11 |
ADIRONDACK TRUST CO | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Sonora Investment Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 11 |
PRUDENTIAL FINANCIAL INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
B. Riley Wealth Advisors, Inc. | 11 | 11 | 0.01% | 0.06% | 0.40% | Q1 2021 | Q3 2023 | 11 |
Capital Investment Advisory Services, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Bogart Wealth, LLC | 8 | 3 | 0.00% | 0.19% | 2.09% | Q1 2020 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 11 |
IHT Wealth Management, LLC | 6 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.50% | 0.81% | 1.09% | Q4 2020 | Q3 2023 | 11 |
DHJJ Financial Advisors, Ltd. | 11 | 11 | 0.12% | 0.12% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.05% | 0.12% | Q1 2021 | Q3 2023 | 11 |
AE Wealth Management LLC | 11 | 11 | 0.00% | 0.20% | 0.62% | Q1 2021 | Q3 2023 | 11 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 11 | 11 | 0.00% | 1.03% | 1.81% | Q1 2021 | Q3 2023 | 11 |
NORTHERN TRUST CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Alpha Omega Wealth Management LLC | 9 | 2 | 0.01% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 11 |
Capital Asset Advisory Services LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2022 | 11 |
MATHER GROUP, LLC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Retirement Group, LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 10 |
Focused Wealth Management, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Aufman Associates Inc | 6 | 4 | 0.17% | 0.18% | 0.20% | Q1 2021 | Q3 2023 | 10 |
BerganKDV Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 10 |
Almanack Investment Partners, LLC. | 10 | 10 | 0.01% | 0.24% | 0.90% | Q2 2020 | Q3 2022 | 10 |
Destination Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q1 2022 | 10 |
Austin Private Wealth, LLC | 10 | 10 | 0.27% | 0.38% | 0.52% | Q2 2021 | Q3 2023 | 10 |
WASHINGTON TRUST Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Horan Securities, Inc. | 7 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 10 |
WOLFF WIESE MAGANA LLC | 10 | 10 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Choate Investment Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CEDAR HILL ASSOCIATES, LLC | 10 | 10 | 0.10% | 0.20% | 0.31% | Q3 2016 | Q4 2018 | 10 |
COWA, LLC | 8 | 2 | 0.03% | 1.48% | 2.75% | Q4 2020 | Q3 2023 | 10 |
Berkshire Money Management, Inc. | 8 | 2 | 0.06% | 0.08% | 0.19% | Q3 2018 | Q4 2022 | 10 |
CapWealth Advisors, LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Wealthspire Advisors, LLC | 9 | 1 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Key FInancial Inc | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MUFG Americas Holdings Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Huber Financial Advisors, LLC | 10 | 10 | 0.17% | 0.29% | 0.42% | Q4 2017 | Q1 2020 | 10 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 10 | 10 | 0.04% | 0.06% | 0.09% | Q4 2014 | Q1 2017 | 10 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Prospera Financial Services Inc | 10 | 10 | 0.01% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Burleson & Company, LLC | 7 | 3 | 0.00% | 0.14% | 0.22% | Q4 2017 | Q4 2022 | 10 |
Syverson Strege & Co | 10 | 10 | 0.02% | 0.44% | 0.76% | Q4 2020 | Q1 2023 | 10 |
R. W. Roge & Company, Inc. | 8 | 2 | 0.27% | 1.75% | 2.70% | Q4 2019 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
SUNTRUST BANKS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
BDO Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Cresset Asset Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
361 CAPITAL LLC | 9 | 9 | 0.12% | 0.20% | 0.38% | Q2 2018 | Q2 2020 | 9 |
BESSEMER GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
TimeScale Financial, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 1 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 9 |
Dynamic Advisor Solutions LLC | 3 | 1 | 0.01% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
MSI Financial Services Inc | 9 | 9 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2016 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Opes Advisors Inc | 9 | 9 | 2.65% | 3.92% | 6.68% | Q4 2016 | Q4 2018 | 9 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 9 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 9 | 9 | 0.03% | 0.16% | 0.31% | Q3 2021 | Q3 2023 | 9 |
Robbins Farley | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Tradewinds Capital Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2017 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.06% | 0.08% | 0.14% | Q3 2021 | Q3 2023 | 9 |
SNS Financial Group, LLC | 5 | 1 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q1 2022 | 9 |
Investors Research Corp | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
WestHill Financial Advisors, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Integrated Advisors Network LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Advisor Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
McClarren Financial Advisors, Inc. | 5 | 4 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Continuum Advisory, LLC | 9 | 9 | 0.20% | 0.31% | 0.48% | Q3 2021 | Q3 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Covenant Multifamily Offices, LLC | 7 | 2 | 0.13% | 1.02% | 3.18% | Q2 2019 | Q3 2021 | 9 |
Lester Murray Antman dba SimplyRich | 8 | 8 | 0.09% | 0.09% | 0.10% | Q3 2021 | Q2 2023 | 8 |
PEAPACK GLADSTONE FINANCIAL CORP | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Maryland Capital Management | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2022 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
COLLECTIVE FAMILY OFFICE LLC | 8 | 8 | 0.09% | 1.15% | 1.94% | Q4 2021 | Q3 2023 | 8 |
Capital Analysts, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 8 | 8 | 0.17% | 1.24% | 3.22% | Q4 2021 | Q3 2023 | 8 |
Lenox Wealth Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 8 |
Sandy Spring Bank | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
Northland Capital Management LLC | 8 | 8 | 4.98% | 9.35% | 12.42% | Q4 2021 | Q3 2023 | 8 |
Lowe Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 8 |
Northwest Bancshares, Inc. | 8 | 8 | 9.16% | 16.84% | 21.43% | Q4 2021 | Q3 2023 | 8 |
Avant Capital LLC | 8 | 8 | 3.85% | 4.07% | 4.36% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 1.27% | 1.45% | 1.54% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.25% | 0.83% | 1.70% | Q4 2021 | Q3 2023 | 8 |
Kavar Capital Partners, LLC | 6 | 2 | 0.00% | 0.37% | 0.78% | Q1 2018 | Q3 2020 | 8 |
Bison Wealth, LLC | 6 | 2 | 0.00% | 0.04% | 0.15% | Q1 2015 | Q4 2021 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.16% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Consilium Wealth Advisory, LLC | 8 | 8 | 0.48% | 2.91% | 4.59% | Q4 2021 | Q3 2023 | 8 |
WESPAC Advisors, LLC | 5 | 3 | 0.36% | 1.53% | 3.43% | Q3 2014 | Q3 2023 | 8 |
CIDEL ASSET MANAGEMENT INC | 8 | 8 | 0.11% | 0.16% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 1.77% | 3.01% | 4.79% | Q4 2021 | Q3 2023 | 8 |
Vantage Investment Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Center for Financial Planning, Inc. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 8 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 8 | 0.04% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Red Tortoise LLC | 4 | 4 | 2.41% | 2.74% | 3.15% | Q3 2021 | Q3 2023 | 8 |
Sigma Planning Corp | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Paradigm Financial Partners, LLC | 8 | 8 | 0.08% | 0.37% | 0.79% | Q4 2021 | Q3 2023 | 8 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2023 | 8 |
Jackson Wealth Management, LLC | 8 | 8 | 0.16% | 0.94% | 1.71% | Q1 2021 | Q4 2022 | 8 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 8 |
Perigon Wealth Management, LLC | 7 | 1 | 0.03% | 0.05% | 0.11% | Q3 2011 | Q3 2023 | 8 |
Pillar Wealth Advisors, LLC | 8 | 8 | 0.42% | 0.77% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 6 | 2 | 0.00% | 0.05% | 0.08% | Q2 2019 | Q4 2022 | 8 |
Snowden Capital Advisors LLC | 6 | 2 | 0.02% | 0.04% | 0.15% | Q1 2021 | Q1 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 1.57% | 5.12% | 8.35% | Q3 2021 | Q3 2023 | 8 |
Parkside Investments, LLC | 8 | 8 | 0.21% | 0.30% | 0.40% | Q4 2018 | Q3 2020 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.22% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Larson Financial Group LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 8 |
SHEETS SMITH WEALTH MANAGEMENT | 8 | 8 | 0.03% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Brand Asset Management Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
Clark Capital Management Group, Inc. | 4 | 3 | 0.10% | 0.94% | 3.82% | Q3 2021 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.02% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 7 |
AlphaCore Capital LLC | 6 | 1 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 7 |
Financial Strategies Group, Inc. | 7 | 7 | 5.27% | 5.56% | 6.17% | Q1 2022 | Q3 2023 | 7 |
Johnson Bixby & Associates, LLC | 7 | 7 | 0.10% | 0.47% | 0.60% | Q1 2022 | Q3 2023 | 7 |
Darwin Wealth Management, LLC | 7 | 7 | 0.14% | 0.73% | 1.90% | Q1 2022 | Q3 2023 | 7 |
SOA Wealth Advisors, LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
IAG Wealth Partners, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 7 | 0.05% | 0.10% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Jacobi Capital Management LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 7 |
Rosenberg Matthew Hamilton | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
PARK AVENUE SECURITIES LLC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 7 |
Wealthcare Advisory Partners LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2021 | 7 |
UMB Bank, n.a. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
WEALTHFRONT Corp | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2018 | 7 |
Cetera Investment Advisers | 4 | 3 | 0.00% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 7 |
Personal Capital Advisors Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HUNTINGTON NATIONAL BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
FRG Family Wealth Advisors LLC | 7 | 7 | 0.18% | 0.35% | 0.49% | Q1 2022 | Q3 2023 | 7 |
CENTRAL TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Ironwood Financial, llc | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2017 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Laidlaw Wealth Management LLC | 7 | 7 | 0.14% | 0.17% | 0.19% | Q4 2021 | Q2 2023 | 7 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 7 |
CARDIFF PARK ADVISORS, LLC | 7 | 7 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q2 2023 | 7 |
Koshinski Asset Management, Inc. | 4 | 3 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Cerity Partners LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Roof Eidam Maycock Peralta, LLC | 5 | 2 | 0.27% | 1.83% | 4.83% | Q4 2014 | Q3 2023 | 7 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 7 | 7 | 0.08% | 0.61% | 1.19% | Q1 2022 | Q3 2023 | 7 |
BRR OpCo, LLC | 7 | 7 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q3 2022 | 7 |
SFMG, LLC | 7 | 7 | 0.64% | 0.90% | 1.39% | Q4 2013 | Q2 2015 | 7 |
REGIONS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 7 |
KCM INVESTMENT ADVISORS LLC | 5 | 2 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 7 |
Welch Group, LLC | 4 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
IEQ CAPITAL, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Guardian Financial Partners, LLC | 6 | 1 | 1.88% | 2.21% | 2.44% | Q4 2021 | Q3 2023 | 7 |
FIRST FOUNDATION ADVISORS | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Haverford Trust Co | 6 | 6 | 0.05% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 6 |
PRIVATE CAPITAL MANAGEMENT LLC | 5 | 1 | 0.24% | 0.34% | 0.36% | Q4 2018 | Q3 2023 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.02% | 0.08% | 0.24% | Q2 2022 | Q3 2023 | 6 |
GeoWealth Management, LLC | 4 | 2 | 0.00% | 0.03% | 0.08% | Q1 2022 | Q3 2023 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
PIN OAK INVESTMENT ADVISORS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Freestone Capital Holdings, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 6 |
Next Capital Management LLC | 6 | 6 | 0.09% | 0.14% | 0.18% | Q4 2018 | Q1 2020 | 6 |
ANGELES WEALTH MANAGEMENT, LLC | 6 | 6 | 0.15% | 0.17% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Curtis Advisory Group, LLC | 6 | 6 | 0.17% | 0.18% | 0.19% | Q2 2022 | Q3 2023 | 6 |
BRIGHTON JONES LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
ACIMA PRIVATE WEALTH, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
SHINE INVESTMENT ADVISORY SERVICES INC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2020 | 6 |
MYCIO WEALTH PARTNERS, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2019 | 6 |
Fisher Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 6 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q1 2022 | 6 |
Kalos Management, Inc. | 6 | 6 | 0.16% | 0.40% | 0.52% | Q1 2022 | Q2 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2022 | 6 |
DOWLING & YAHNKE LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Solitude Financial Services | 6 | 6 | 0.32% | 0.56% | 0.69% | Q2 2022 | Q3 2023 | 6 |
Randolph Co Inc | 6 | 6 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Summit Financial Wealth Advisors, LLC | 6 | 6 | 0.09% | 0.15% | 0.19% | Q2 2017 | Q3 2018 | 6 |
Paragon Capital Management LLC | 6 | 6 | 0.12% | 0.13% | 0.14% | Q1 2021 | Q2 2022 | 6 |
Kingsview Wealth Management, LLC | 6 | 6 | 0.20% | 0.21% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Sound Income Strategies, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
VICTORY CAPITAL MANAGEMENT INC | 6 | 6 | 0.01% | 0.03% | 0.03% | Q3 2019 | Q4 2020 | 6 |
Relative Value Partners Group, LLC | 5 | 1 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 6 |
EP Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
First Horizon Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2019 | 6 |
Ten Capital Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 | 6 | 0.29% | 0.38% | 0.46% | Q2 2022 | Q3 2023 | 6 |
Legend Financial Advisors, Inc. | 6 | 6 | 6.00% | 6.24% | 6.48% | Q2 2022 | Q3 2023 | 6 |
J. L. Bainbridge & Co., Inc. | 4 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2021 | 5 |
Sequoia Financial Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
WealthPLAN Partners, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q4 2023 | 5 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.05% | 0.22% | Q3 2017 | Q3 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
EVOKE WEALTH, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
Tempus Wealth Planning, LLC | 5 | 5 | 0.21% | 0.72% | 0.95% | Q3 2022 | Q3 2023 | 5 |
FIRST MANHATTAN CO. LLC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2022 | 5 |
THEORY FINANCIAL LLC | 4 | 1 | 0.13% | 0.42% | 0.50% | Q2 2022 | Q3 2023 | 5 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 2 | 0.04% | 0.11% | 0.20% | Q2 2019 | Q3 2022 | 5 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.04% | 0.11% | Q1 2021 | Q2 2023 | 5 |
Nicholas Hoffman & Company, LLC. | 4 | 1 | 0.01% | 0.22% | 0.36% | Q1 2022 | Q3 2023 | 5 |
Wagner Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
COMERICA SECURITIES,INC. | 5 | 5 | 0.04% | 0.09% | 0.16% | Q1 2021 | Q1 2022 | 5 |
O'Dell Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Wescott Financial Advisory Group, LLC | 5 | 5 | 0.11% | 0.18% | 0.22% | Q1 2022 | Q1 2023 | 5 |
CALTON & ASSOCIATES, INC. | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q4 2021 | 5 |
Avior Wealth Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2020 | 5 |
FRANKLIN RESOURCES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 5 |
PINNACLE ASSOCIATES LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Pinnacle Bancorp, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Knuff & Co LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2023 | 5 |
FinTrust Capital Advisors, LLC | 5 | 5 | 0.05% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Lafayette Investments | 5 | 5 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2023 | 5 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q2 2023 | 5 |
Bank of New York Mellon Corp | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 5 |
Foresight Wealth Management, LLC | 5 | 5 | 0.18% | 0.23% | 0.27% | Q1 2019 | Q1 2020 | 5 |
Atria Investments, Inc | 3 | 2 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q1 2022 | 5 |
Savior LLC | 4 | 4 | 0.06% | 0.15% | 0.21% | Q3 2020 | Q2 2021 | 4 |
Ellevest, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 2 | 0.06% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.05% | 0.08% | 0.14% | Q4 2021 | Q1 2023 | 4 |
Facet Wealth, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Rice Partnership, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Kowal Investment Group, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q1 2023 | 4 |
GODSEY & GIBB, INC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Index Fund Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 4 |
Clearshares LLC | 4 | 4 | 1.92% | 2.96% | 3.87% | Q2 2019 | Q1 2020 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 4 |
LOWERY THOMAS, LLC | 4 | 4 | 4.75% | 4.99% | 5.38% | Q4 2022 | Q3 2023 | 4 |
Spectrum Management Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.29% | 0.38% | 0.57% | Q4 2022 | Q3 2023 | 4 |
First Capital Advisors Group, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 25.92% | 26.53% | 26.88% | Q4 2022 | Q3 2023 | 4 |
Strategic Wealth Management Group, LLC | 4 | 4 | 0.86% | 0.89% | 0.91% | Q3 2020 | Q2 2021 | 4 |
Commonwealth Equity Services, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
WARNER FINANCIAL, INC | 4 | 4 | 0.18% | 0.36% | 0.50% | Q4 2022 | Q3 2023 | 4 |
BOSTON FINANCIAL MANGEMENT LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.00% | 1.51% | 5.76% | Q1 2020 | Q3 2022 | 4 |
Eagle Strategies LLC | 4 | 4 | 0.37% | 1.37% | 2.02% | Q4 2022 | Q3 2023 | 4 |
MANAGED ACCOUNT SERVICES INC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q3 2021 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MRA Associates USA LLC | 4 | 4 | 1.00% | 2.56% | 4.29% | Q4 2018 | Q3 2019 | 4 |
Lloyd Advisory Services, LLC. | 4 | 4 | 1.81% | 1.94% | 2.03% | Q2 2021 | Q1 2022 | 4 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.05% | 0.13% | 0.19% | Q3 2019 | Q3 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Empirical Asset Management, LLC | 2 | 2 | 0.18% | 0.21% | 0.23% | Q4 2021 | Q3 2023 | 4 |
Verum Partners LLC | 4 | 4 | 2.07% | 4.04% | 5.23% | Q4 2022 | Q3 2023 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 1.69% | 1.75% | 1.86% | Q4 2022 | Q3 2023 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 1.85% | 2.16% | 2.71% | Q4 2022 | Q3 2023 | 4 |
ETFIDEA, LLC | 3 | 1 | 0.09% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 4 |
Sonora Investment Management Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Stonebridge Financial Planning Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
BUILDER INVESTMENT GROUP INC /ADV | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Wealthfront Advisers LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Carnegie Capital Asset Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 4 |
Garrison Asset Management, LLC | 3 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2023 | 4 |
Trek Financial, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q4 2019 | 4 |
Rollins Financial | 4 | 4 | 0.09% | 0.52% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 1.28% | 1.42% | 1.81% | Q4 2018 | Q3 2023 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
55I, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q2 2022 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.13% | 0.19% | 0.23% | Q4 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Connectus Wealth, LLC | 4 | 4 | 0.02% | 0.29% | 0.46% | Q2 2022 | Q1 2023 | 4 |
Red Door Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2021 | 4 |
BMS Financial Advisors, LLC | 3 | 1 | 3.50% | 5.11% | 9.76% | Q4 2021 | Q4 2022 | 4 |
Vivaldi Capital Management LP | 4 | 4 | 0.14% | 0.16% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Kabarec Financial Advisors, Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Beacon Capital Management, LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Independence Bank of Kentucky | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
BREITER CAPITAL MANAGEMENT INC | 2 | 1 | 0.46% | 0.65% | 0.90% | Q4 2018 | Q3 2019 | 3 |
CoreCap Advisors, LLC | 3 | 3 | 0.00% | 0.05% | 0.09% | Q2 2022 | Q4 2022 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.42% | 1.26% | Q2 2020 | Q1 2023 | 3 |
Anson Capital, Inc. | 2 | 1 | 0.36% | 0.41% | 0.44% | Q4 2022 | Q3 2023 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Capital Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
TCG Advisory Services, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
Stockman Wealth Management, Inc. | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2022 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 1.14% | 1.36% | 1.81% | Q1 2023 | Q3 2023 | 3 |
Global Wealth Management Investment Advisory, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 3 |
BB&T SECURITIES, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q2 2023 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 1 | 0.10% | 0.11% | 0.14% | Q2 2022 | Q2 2023 | 3 |
VANGUARD GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
True Wealth Design, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Exchange Capital Management, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
RAYMOND JAMES TRUST N.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q1 2023 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
ASPIRIANT, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Strategies Wealth Advisors, LLC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2023 | 3 |
COMMERCE BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 3 |
Meridian Wealth Advisors, LLC | 2 | 1 | 0.05% | 0.07% | 0.10% | Q4 2018 | Q1 2022 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Silicon Valley Capital Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
WealthTrust-Arizona, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Prosperity Wealth Management, Inc. | 3 | 3 | 0.23% | 0.79% | 1.48% | Q4 2022 | Q2 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q3 2018 | 3 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 3 | 3 | 4.60% | 4.83% | 4.98% | Q1 2023 | Q3 2023 | 3 |
Professional Financial Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Clearwater Capital Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q2 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 9.94% | 10.34% | 10.62% | Q1 2023 | Q3 2023 | 3 |
Garde Capital, Inc. | 3 | 3 | 0.04% | 0.08% | 0.11% | Q2 2018 | Q4 2018 | 3 |
Sage Mountain Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
FOUNDERS BANK & TRUST | 3 | 3 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q4 2014 | 3 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q4 2019 | 3 |
Mosaic Financial Partners, Inc. | 3 | 3 | 0.65% | 1.59% | 2.45% | Q4 2017 | Q2 2018 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Cutler Group LLC / CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 3 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 3 |
Castleview Partners, LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 3 |
Ritter Daniher Financial Advisory LLC / DE | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q1 2023 | 3 |
Madden Advisory Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.08% | 0.16% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 1.50% | 1.52% | 1.55% | Q2 2023 | Q3 2023 | 2 |
SigFig Wealth Management, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 2 |
CENTAURUS FINANCIAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
FURE FINANCIAL CORP | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Ascent Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Virtu Financial LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2023 | 2 |
Truadvice, LLC | 2 | 2 | 0.50% | 0.68% | 0.85% | Q2 2023 | Q3 2023 | 2 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Kernodle & Katon Asset Management Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Kensington Investment Counsel, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q1 2021 | Q2 2021 | 2 |
RS CRUM INC. | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2021 | Q1 2022 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 2 |
CAPITAL ADVISORS INC/OK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Zullo Investment Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Successful Portfolios LLC | 2 | 2 | 0.50% | 0.52% | 0.54% | Q3 2019 | Q4 2019 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Versant Capital Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.09% | 0.18% | 0.28% | Q4 2021 | Q1 2022 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Pasadena Private Wealth, LLC | 1 | 1 | 4.31% | 4.88% | 5.44% | Q3 2022 | Q1 2023 | 2 |
LVW Advisors, LLC | 1 | 1 | 0.05% | 0.09% | 0.13% | Q1 2019 | Q4 2019 | 2 |
Beaumont Financial Partners, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Trexquant Investment LP | 2 | 2 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2020 | 2 |
JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Strata Wealth Advisors, LLC | 1 | 1 | 0.24% | 0.37% | 0.50% | Q1 2023 | Q3 2023 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 2 |
Centennial Wealth Advisory LLC | 2 | 2 | 1.44% | 3.16% | 4.89% | Q4 2021 | Q1 2022 | 2 |
Pathway Financial Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.20% | 0.39% | 0.58% | Q4 2021 | Q1 2022 | 2 |
Financial Connections Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Darrow Company, Inc. | 2 | 2 | 1.58% | 1.83% | 2.08% | Q2 2023 | Q3 2023 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BBR PARTNERS, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2016 | Q1 2017 | 2 |
HT Partners LLC | 2 | 2 | 16.98% | 16.99% | 17.00% | Q3 2015 | Q4 2015 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 2 |
Dechtman Wealth Management, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Covington Capital Management | 2 | 2 | 0.38% | 0.40% | 0.41% | Q4 2019 | Q1 2020 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Hexagon Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 2 |
Scarborough Advisors, LLC | 2 | 2 | 0.78% | 0.78% | 0.79% | Q4 2022 | Q1 2023 | 2 |
VitalStone Financial, LLC | 2 | 2 | 0.13% | 0.37% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Sugarloaf Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Management, Inc. | 2 | 2 | 0.60% | 0.61% | 0.62% | Q1 2018 | Q2 2018 | 2 |
BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Western Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 2 |
Sabal Trust CO | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
ACCESS FINANCIAL SERVICES, INC. | 2 | 2 | 2.58% | 2.62% | 2.65% | Q2 2023 | Q3 2023 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TOBIAS FINANCIAL ADVISORS, INC. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Lion Street Advisors, LLC | 2 | 2 | 0.11% | 0.20% | 0.29% | Q4 2021 | Q1 2022 | 2 |
Pflug Koory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
ESL Trust Services, LLC | 2 | 2 | 3.17% | 3.42% | 3.68% | Q4 2019 | Q1 2020 | 2 |
Laurel Wealth Planning LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Truvestments Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
SAGE FINANCIAL GROUP INC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
EPIQ Capital Group, LLC | 2 | 2 | 0.61% | 0.65% | 0.69% | Q4 2019 | Q1 2020 | 2 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2021 | 2 |
Brookstone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TILIA FIDUCIARY PARTNERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Ford Financial Group, LLC | 2 | 2 | 1.45% | 1.49% | 1.54% | Q1 2022 | Q2 2022 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
First Pacific Financial | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
FIFTH THIRD SECURITIES, INC. | 2 | 2 | 0.04% | 0.08% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2022 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Inscription Capital, LLC | 1 | 1 | 0.06% | 0.15% | 0.23% | Q3 2019 | Q3 2021 | 2 |
Journey Advisory Group, LLC | 2 | 2 | 0.85% | 0.87% | 0.89% | Q2 2023 | Q3 2023 | 2 |
Windsor Wealth Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.09% | Q2 2019 | Q4 2019 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
STRATEGIC WEALTH MANAGEMENT INC | 2 | 2 | 6.48% | 6.90% | 7.33% | Q4 2014 | Q1 2015 | 2 |
Merriman Wealth Management, LLC | 2 | 2 | 1.00% | 1.02% | 1.04% | Q2 2020 | Q3 2020 | 2 |
Cassady Schiller Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 4.53% | 4.53% | 4.53% | Q4 2018 | Q4 2018 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
JEPPSON WEALTH MANAGEMENT, 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 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
One Charles Private Wealth Services, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Econ Financial Services Corp | 1 | 1 | 4.66% | 4.66% | 4.66% | Q4 2018 | Q4 2018 | 1 |
Independent Wealth Network Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 2.58% | 2.58% | 2.58% | Q1 2022 | Q1 2022 | 1 |
MARSHALL & SULLIVAN INC /WA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Beacon Wealthcare LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2014 | Q4 2014 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Liberty Capital Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
MARIPAU WEALTH MANAGEMENT LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q1 2022 | 1 |
Lansing Street Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 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 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Strategic Wealth Investment Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Stiles Financial Services Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 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 |
Equitable Holdings, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ALPS ADVISORS INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Morling Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2023 | Q4 2023 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
Evolution Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
STANCORP INVESTMENT ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
SC&H Financial Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Marietta Wealth Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2016 | Q4 2016 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2022 | Q1 2022 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Arjuna Capital | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
DWM Financial Group, Inc. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2019 | Q4 2019 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wedmont Private Capital | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Wambolt & Associates, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Betterment LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Abacus Planning Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
LOCKERMAN FINANCIAL GROUP, INC. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2022 | Q1 2022 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Arlington Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Atlantic Private Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2018 | Q4 2018 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PATTEN & PATTEN INC/TN | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sand Hill Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Prism Advisors, Inc. | 1 | 1 | 3.56% | 3.56% | 3.56% | Q3 2023 | Q3 2023 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Klaas Financial Asset Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Apella Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 |
KANAWHA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
USAdvisors Wealth Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2018 | Q3 2018 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Relaxing Retirement Coach | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Ergoteles LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
SUMMITRY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
JMG Financial Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Legacy Capital Partners, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Carter Financial Group, INC. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2022 | Q1 2022 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Element Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | 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.