Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 100 |
Cutler Group LLC / CA | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 58 |
Creative Planning | 42 | 42 | 0.00% | 1.63% | 3.38% | Q2 2013 | Q3 2023 | 43 |
Tortoise Investment Management, LLC | 39 | 4 | 0.00% | 0.08% | 1.27% | Q4 2012 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bangor Savings Bank | 42 | 42 | 0.10% | 0.70% | 1.28% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.05% | 0.45% | Q2 2013 | Q3 2023 | 42 |
Madden Advisory Services, Inc. | 42 | 42 | 0.60% | 1.45% | 2.35% | Q2 2013 | Q3 2023 | 42 |
Charles Schwab Investment Advisory, Inc. | 42 | 42 | 1.44% | 2.11% | 3.03% | Q2 2013 | Q3 2023 | 42 |
Courage Miller Partners, LLC | 42 | 42 | 0.83% | 2.83% | 3.73% | Q2 2013 | Q3 2023 | 42 |
ALESCO ADVISORS LLC | 42 | 42 | 0.04% | 0.51% | 2.05% | Q2 2013 | Q3 2023 | 42 |
Phocas Financial Corp. | 42 | 42 | 0.03% | 0.16% | 0.34% | Q2 2013 | Q3 2023 | 42 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 41 | 41 | 0.00% | 1.44% | 2.19% | Q3 2013 | Q3 2023 | 41 |
JMG Financial Group, Ltd. | 40 | 40 | 0.12% | 0.54% | 1.04% | Q4 2013 | Q3 2023 | 40 |
MORGAN STANLEY | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
LPL Financial LLC | 39 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
Curbstone Financial Management Corp | 40 | 40 | 0.22% | 0.36% | 0.64% | Q1 2014 | Q4 2023 | 40 |
Private Ocean, LLC | 40 | 40 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Palisades Hudson Asset Management, L.P. | 39 | 39 | 0.15% | 0.25% | 0.37% | Q1 2014 | Q3 2023 | 39 |
Friedenthal Financial | 39 | 39 | 0.17% | 0.79% | 1.86% | Q1 2014 | Q3 2023 | 39 |
Private Advisor Group, LLC | 39 | 39 | 0.00% | 0.04% | 0.12% | Q1 2014 | Q3 2023 | 39 |
BOK Financial Private Wealth, Inc. | 39 | 39 | 0.01% | 0.25% | 1.07% | Q1 2014 | Q3 2023 | 39 |
Avior Wealth Management, LLC | 25 | 14 | 0.19% | 0.45% | 0.87% | Q4 2013 | Q3 2023 | 39 |
CITIGROUP INC | 33 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 38 |
Tradewinds Capital Management, LLC | 38 | 38 | 0.00% | 3.39% | 13.73% | Q4 2013 | Q1 2023 | 38 |
PNC FINANCIAL SERVICES GROUP, INC. | 36 | 2 | 0.00% | 0.07% | 0.32% | Q4 2013 | Q3 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 37 | 37 | 0.00% | 0.03% | 0.08% | Q3 2014 | Q3 2023 | 37 |
Capital Directions Investment Advisors, LLC | 31 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2022 | 37 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.00% | 0.06% | 0.56% | Q4 2014 | Q3 2023 | 36 |
West Oak Capital, LLC | 23 | 13 | 0.00% | 0.07% | 0.16% | Q3 2014 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.08% | 0.29% | 0.68% | Q4 2014 | Q3 2023 | 36 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Cambridge Advisors Inc. | 36 | 36 | 0.07% | 0.22% | 0.43% | Q4 2014 | Q3 2023 | 36 |
VISTA CAPITAL PARTNERS, INC. | 36 | 36 | 0.07% | 0.24% | 0.68% | Q4 2014 | Q3 2023 | 36 |
BANK OF MONTREAL /CAN/ | 27 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 35 |
Roble, Belko & Company, Inc | 35 | 35 | 0.01% | 0.07% | 1.10% | Q1 2015 | Q3 2023 | 35 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 27 | 8 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 35 |
Efficient Advisors, LLC | 35 | 35 | 0.03% | 0.17% | 0.35% | Q1 2015 | Q3 2023 | 35 |
JONES FINANCIAL COMPANIES LLLP | 35 | 35 | 0.00% | 0.23% | 0.55% | Q1 2015 | Q3 2023 | 35 |
US BANCORP \DE\ | 31 | 1 | 0.00% | 0.32% | 0.74% | Q3 2014 | Q3 2023 | 35 |
RAYMOND JAMES & ASSOCIATES | 30 | 5 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 35 |
BAILARD, INC. | 31 | 4 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 17 | 1 | 0.00% | 0.05% | 0.18% | Q2 2014 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.02% | 0.13% | Q4 2014 | Q3 2023 | 34 |
Parkside Financial Bank & Trust | 33 | 1 | 0.02% | 0.05% | 0.34% | Q3 2013 | Q3 2023 | 34 |
FineMark National Bank & Trust | 20 | 1 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q2 2023 | 34 |
Bartlett & Co. LLC | 26 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2023 | 34 |
Texas Yale Capital Corp. | 34 | 34 | 0.02% | 0.07% | 0.14% | Q2 2015 | Q3 2023 | 34 |
UBS ASSET MANAGEMENT AMERICAS INC | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 0.69% | 1.70% | Q1 2014 | Q1 2022 | 33 |
Koshinski Asset Management, Inc. | 25 | 2 | 0.04% | 0.20% | 0.54% | Q4 2014 | Q3 2023 | 33 |
Financial Management Professionals, Inc. | 22 | 11 | 0.00% | 0.28% | 2.14% | Q2 2013 | Q3 2023 | 33 |
Regis Management CO LLC | 19 | 14 | 0.04% | 0.27% | 1.01% | Q2 2015 | Q3 2023 | 33 |
Krilogy Financial LLC | 31 | 1 | 0.53% | 1.16% | 2.28% | Q3 2015 | Q3 2023 | 32 |
Landmark Financial Advisors, LLC | 32 | 32 | 0.16% | 0.68% | 1.87% | Q4 2015 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 32 |
SIGNATUREFD, LLC | 22 | 10 | 0.00% | 0.00% | 0.04% | Q2 2014 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 15 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 32 |
Perigon Wealth Management, LLC | 16 | 1 | 0.01% | 0.10% | 0.15% | Q3 2011 | Q3 2023 | 32 |
Moisand Fitzgerald Tamayo, LLC | 32 | 32 | 3.51% | 5.08% | 6.23% | Q4 2015 | Q3 2023 | 32 |
Asset Dedication, LLC | 26 | 5 | 0.00% | 0.01% | 0.22% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.07% | 0.19% | Q1 2016 | Q3 2023 | 31 |
Roundview Capital LLC | 31 | 31 | 0.10% | 0.37% | 0.84% | Q1 2016 | Q3 2023 | 31 |
Allworth Financial LP | 21 | 2 | 0.00% | 0.01% | 0.07% | Q4 2014 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.04% | 0.12% | Q1 2016 | Q3 2023 | 31 |
Carroll Financial Associates, Inc. | 23 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 31 |
Sensible Financial Planning & Management, LLC. | 26 | 5 | 0.04% | 0.89% | 1.66% | Q3 2015 | Q3 2023 | 31 |
Sandy Spring Bank | 15 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 31 |
CWA Asset Management Group, LLC | 30 | 1 | 0.02% | 0.06% | 0.26% | Q4 2015 | Q3 2023 | 31 |
BerganKDV Wealth Management, LLC | 30 | 30 | 0.00% | 0.91% | 3.39% | Q1 2016 | Q2 2023 | 30 |
CAHILL FINANCIAL ADVISORS INC | 30 | 30 | 0.09% | 0.52% | 1.07% | Q2 2016 | Q3 2023 | 30 |
TRILLIUM ASSET MANAGEMENT, LLC | 30 | 30 | 0.03% | 0.06% | 0.08% | Q2 2016 | Q3 2023 | 30 |
Horrell Capital Management, Inc. | 24 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
FOSTER & MOTLEY INC | 29 | 29 | 0.57% | 1.66% | 2.40% | Q3 2016 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 29 |
CAPTRUST FINANCIAL ADVISORS | 25 | 2 | 0.00% | 0.03% | 0.25% | Q4 2015 | Q3 2023 | 29 |
3D ASSET MANAGEMENT, INC | 29 | 29 | 0.10% | 1.78% | 5.08% | Q2 2013 | Q2 2020 | 29 |
APPLETON PARTNERS INC/MA | 28 | 28 | 0.23% | 0.34% | 0.42% | Q1 2017 | Q4 2023 | 28 |
Garde Capital, Inc. | 28 | 28 | 0.05% | 0.22% | 0.56% | Q4 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
STIFEL FINANCIAL CORP | 27 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 28 |
Financial Engines Advisors L.L.C. | 28 | 28 | 1.40% | 2.83% | 6.92% | Q4 2016 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.01% | 0.08% | 0.28% | Q4 2016 | Q3 2023 | 28 |
SigFig Wealth Management, LLC | 28 | 28 | 0.03% | 0.13% | 0.50% | Q4 2016 | Q3 2023 | 28 |
Vigilant Capital Management, LLC | 22 | 1 | 0.00% | 1.60% | 3.04% | Q2 2013 | Q1 2022 | 28 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 27 | 1 | 0.01% | 0.06% | 0.18% | Q3 2013 | Q1 2022 | 28 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q2 2023 | 28 |
FIFTH THIRD BANCORP | 24 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Catalyst Capital Advisors LLC | 28 | 28 | 0.58% | 0.74% | 1.88% | Q3 2016 | Q2 2023 | 28 |
ROCKY MOUNTAIN ADVISERS, LLC | 28 | 28 | 0.02% | 0.11% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Alpha Omega Wealth Management LLC | 28 | 28 | 0.05% | 0.16% | 0.33% | Q4 2016 | Q3 2023 | 28 |
Millburn Ridgefield Corp | 28 | 28 | 0.04% | 0.96% | 2.40% | Q4 2016 | Q3 2023 | 28 |
Armor Investment Advisors, LLC | 28 | 28 | 0.04% | 0.14% | 0.33% | Q4 2016 | Q3 2023 | 28 |
Ancora Advisors LLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
BlueSky Wealth Advisors, LLC | 28 | 28 | 2.23% | 2.82% | 3.23% | Q4 2016 | Q3 2023 | 28 |
Jentner Corp | 28 | 28 | 0.22% | 0.45% | 0.63% | Q4 2016 | Q3 2023 | 28 |
NORTH STAR ASSET MANAGEMENT INC | 27 | 1 | 0.01% | 0.12% | 0.38% | Q2 2013 | Q4 2021 | 28 |
Kohmann Bosshard Financial Services, LLC | 25 | 2 | 0.22% | 1.93% | 3.80% | Q4 2016 | Q3 2023 | 27 |
AVALON CAPITAL MANAGEMENT | 11 | 1 | 0.19% | 4.48% | 11.20% | Q2 2013 | Q2 2022 | 27 |
Peak Financial Management, Inc. | 27 | 27 | 0.16% | 0.23% | 0.38% | Q4 2016 | Q2 2023 | 27 |
NATIXIS ADVISORS, L.P. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Stratford Consulting, LLC | 16 | 11 | 0.18% | 1.17% | 1.88% | Q2 2013 | Q1 2020 | 27 |
REDW Wealth LLC | 27 | 27 | 0.20% | 0.49% | 0.88% | Q1 2017 | Q3 2023 | 27 |
Sargent Bickham Lagudis LLC | 14 | 13 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2022 | 27 |
Evensky & Katz LLC | 27 | 27 | 0.00% | 0.29% | 1.22% | Q3 2014 | Q1 2021 | 27 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2022 | 27 |
Mariner, LLC | 20 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
QS Investors, LLC | 26 | 26 | 0.00% | 0.09% | 0.26% | Q1 2015 | Q2 2021 | 26 |
Marquette Asset Management, LLC | 26 | 26 | 0.24% | 0.58% | 0.90% | Q4 2013 | Q1 2020 | 26 |
CLEAR INVESTMENT RESEARCH, LLC | 26 | 26 | 0.08% | 0.23% | 0.36% | Q2 2017 | Q3 2023 | 26 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 25 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q1 2021 | 26 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 26 |
GOLDMAN SACHS GROUP INC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2012 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 26 |
B. Riley Wealth Advisors, Inc. | 24 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.02% | 0.10% | 0.31% | Q2 2017 | Q3 2023 | 26 |
FC Advisory LLC | 26 | 26 | 0.15% | 0.38% | 0.59% | Q3 2017 | Q4 2023 | 26 |
MONETA GROUP INVESTMENT ADVISORS LLC | 26 | 26 | 0.22% | 2.07% | 3.38% | Q2 2017 | Q3 2023 | 26 |
NEXT Financial Group, Inc | 12 | 2 | 0.01% | 0.05% | 0.24% | Q4 2014 | Q4 2021 | 26 |
STATE STREET CORP | 26 | 26 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 26 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 25 | 25 | 0.01% | 0.33% | 0.70% | Q3 2017 | Q3 2023 | 25 |
CWM, LLC | 17 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
Advisory Services Network, LLC | 18 | 2 | 0.00% | 0.05% | 0.14% | Q3 2015 | Q1 2023 | 25 |
JPMORGAN CHASE & CO | 24 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 25 |
Whitnell & Co. | 25 | 25 | 3.48% | 4.69% | 6.09% | Q4 2013 | Q4 2019 | 25 |
M&T BANK CORP | 15 | 10 | 0.07% | 0.13% | 0.28% | Q2 2017 | Q3 2023 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2021 | 25 |
HighTower Advisors, LLC | 24 | 1 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
Northwest Quadrant Wealth Management, LLC | 24 | 24 | 3.12% | 3.67% | 4.58% | Q4 2016 | Q3 2022 | 24 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 24 | 24 | 0.10% | 0.28% | 0.81% | Q4 2017 | Q3 2023 | 24 |
Bank of New York Mellon Corp | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Gradient Capital Advisors, LLC | 24 | 24 | 0.36% | 1.34% | 2.01% | Q4 2017 | Q3 2023 | 24 |
Truepoint, Inc. | 23 | 1 | 0.01% | 0.45% | 1.28% | Q3 2017 | Q3 2023 | 24 |
Live Your Vision, LLC | 24 | 24 | 0.03% | 1.19% | 4.27% | Q2 2013 | Q1 2019 | 24 |
TOMPKINS FINANCIAL CORP | 22 | 2 | 0.00% | 0.05% | 0.18% | Q2 2014 | Q2 2020 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.04% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.04% | 0.08% | 0.11% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.14% | 0.24% | 0.37% | Q4 2017 | Q3 2023 | 24 |
MISSION WEALTH MANAGEMENT, LP | 24 | 24 | 0.03% | 0.12% | 0.31% | Q4 2017 | Q3 2023 | 24 |
HBK Sorce Advisory LLC | 24 | 24 | 0.04% | 0.42% | 0.92% | Q4 2017 | Q3 2023 | 24 |
OPTIMUM INVESTMENT ADVISORS | 24 | 24 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 24 | 24 | 0.02% | 0.07% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Liberty Capital Management, Inc. | 12 | 6 | 0.02% | 0.14% | 0.25% | Q3 2016 | Q3 2023 | 24 |
ALTFEST L J & CO INC | 23 | 23 | 0.09% | 0.15% | 1.09% | Q1 2018 | Q3 2023 | 23 |
SUNTRUST BANKS INC | 23 | 23 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q3 2019 | 23 |
RATIONAL ADVISORS LLC | 23 | 23 | 0.01% | 1.84% | 5.70% | Q1 2018 | Q3 2023 | 23 |
Asset Management Group, Inc. | 23 | 23 | 0.09% | 0.18% | 0.24% | Q1 2015 | Q3 2020 | 23 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 22 | 1 | 0.01% | 0.04% | 0.20% | Q1 2014 | Q3 2023 | 23 |
TCI Wealth Advisors, Inc. | 22 | 1 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q1 2023 | 23 |
Whitegate Investment Counselors, Inc. | 22 | 1 | 0.42% | 0.95% | 2.56% | Q1 2014 | Q3 2021 | 23 |
HOWE & RUSLING INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
BROWN ADVISORY INC | 17 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Fund Evaluation Group, LLC | 16 | 7 | 0.71% | 5.32% | 14.38% | Q2 2017 | Q3 2023 | 23 |
BNP PARIBAS FINANCIAL MARKETS | 23 | 23 | 0.00% | 0.00% | 0.04% | Q1 2018 | Q3 2023 | 23 |
AE Wealth Management LLC | 19 | 4 | 0.01% | 0.03% | 0.13% | Q4 2017 | Q3 2023 | 23 |
CreativeOne Wealth, LLC | 23 | 23 | 0.01% | 0.94% | 2.96% | Q1 2018 | Q3 2023 | 23 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 23 | 23 | 0.02% | 0.10% | 0.17% | Q1 2018 | Q3 2023 | 23 |
Retirement Planning Group, LLC | 22 | 22 | 0.06% | 0.78% | 1.23% | Q2 2013 | Q3 2018 | 22 |
Alaska Wealth Advisors | 14 | 1 | 0.04% | 0.16% | 0.34% | Q4 2017 | Q3 2023 | 22 |
Evanson Asset Management, LLC | 18 | 4 | 0.04% | 0.10% | 0.18% | Q2 2014 | Q4 2019 | 22 |
PFG Advisors | 17 | 5 | 0.02% | 0.15% | 0.52% | Q4 2017 | Q3 2023 | 22 |
NewSquare Capital LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
M Holdings Securities, Inc. | 18 | 3 | 0.06% | 0.15% | 0.36% | Q4 2013 | Q1 2019 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.00% | 0.08% | 0.27% | Q1 2017 | Q3 2023 | 21 |
Larson Financial Group LLC | 20 | 1 | 0.00% | 0.04% | 0.19% | Q4 2017 | Q3 2023 | 21 |
Cetera Advisors LLC | 11 | 2 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q1 2023 | 21 |
Pinnacle Advisory Group, Inc. | 18 | 3 | 0.02% | 0.09% | 0.15% | Q4 2015 | Q1 2021 | 21 |
FormulaFolio Investments, LLC | 15 | 2 | 0.01% | 0.30% | 1.42% | Q4 2014 | Q4 2020 | 21 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q1 2023 | 21 |
Kingsview Wealth Management, LLC | 14 | 1 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 15 | 2 | 0.00% | 0.02% | 0.21% | Q2 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Bridgeworth, LLC | 19 | 1 | 0.04% | 0.24% | 0.39% | Q4 2016 | Q3 2022 | 21 |
Betterment LLC | 20 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 21 |
SEGALL BRYANT & HAMILL, LLC | 14 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Wakefield Asset Management LLLP | 21 | 21 | 0.11% | 0.19% | 0.28% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Brand Asset Management Group, Inc. | 17 | 4 | 0.10% | 2.52% | 6.04% | Q2 2018 | Q3 2023 | 21 |
MANAGED ACCOUNT SERVICES INC | 20 | 20 | 0.19% | 0.67% | 1.11% | Q4 2016 | Q3 2021 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.00% | 0.07% | 0.18% | Q1 2016 | Q4 2020 | 20 |
COLONY GROUP LLC | 12 | 1 | 0.00% | 0.01% | 0.07% | Q3 2015 | Q3 2023 | 20 |
Emery Howard Portfolio Management, Inc. | 20 | 20 | 0.05% | 0.12% | 0.26% | Q4 2015 | Q3 2020 | 20 |
Omega Financial Group, LLC | 20 | 20 | 2.26% | 3.88% | 5.56% | Q4 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.00% | 0.03% | 0.14% | Q4 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.00% | 0.04% | 0.17% | Q4 2017 | Q4 2022 | 20 |
Foster Victor Wealth Advisors, LLC | 20 | 20 | 0.03% | 0.10% | 0.26% | Q4 2018 | Q3 2023 | 20 |
WHITTIER TRUST CO OF NEVADA INC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.05% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Gradient Investments LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 20 |
Financial Architects, Inc | 9 | 5 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q2 2020 | 20 |
HHM Wealth Advisors, LLC | 20 | 20 | 0.22% | 0.38% | 0.77% | Q4 2018 | Q3 2023 | 20 |
MARSHALL FINANCIAL GROUP INC /ADV | 20 | 20 | 0.94% | 1.45% | 2.37% | Q4 2018 | Q3 2023 | 20 |
D.B. Root & Company, LLC | 17 | 3 | 0.17% | 0.41% | 1.04% | Q2 2018 | Q3 2023 | 20 |
C M BIDWELL & ASSOCIATES LTD | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2022 | 20 |
Black Diamond Financial, LLC | 20 | 20 | 0.35% | 0.52% | 0.87% | Q4 2018 | Q3 2023 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.05% | 0.43% | 1.46% | Q4 2018 | Q3 2023 | 20 |
Apollon Wealth Management, LLC | 20 | 20 | 0.32% | 1.14% | 3.32% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.10% | 0.48% | Q1 2019 | Q3 2023 | 19 |
GREENLEAF TRUST | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.00% | 0.05% | 0.09% | Q1 2014 | Q3 2018 | 19 |
CX Institutional | 19 | 19 | 0.01% | 0.08% | 0.26% | Q2 2018 | Q4 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Vantage Investment Advisors, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 19 |
American Portfolios Advisors | 15 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.08% | 0.25% | 0.43% | Q1 2019 | Q3 2023 | 19 |
Jackson Hole Capital Partners, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Atria Investments, Inc | 12 | 7 | 0.02% | 0.29% | 0.64% | Q2 2013 | Q4 2019 | 19 |
ProVise Management Group, LLC | 7 | 1 | 0.02% | 0.27% | 0.73% | Q2 2013 | Q2 2022 | 19 |
ENTERPRISE FINANCIAL SERVICES CORP | 19 | 19 | 0.03% | 0.06% | 0.09% | Q1 2017 | Q3 2021 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Pure Financial Advisors, LLC | 16 | 1 | 0.04% | 0.09% | 0.15% | Q3 2018 | Q4 2023 | 19 |
Laurel Wealth Advisors, Inc. | 18 | 1 | 0.04% | 0.11% | 0.38% | Q1 2018 | Q4 2022 | 19 |
ATLAS CAPITAL ADVISORS LLC | 12 | 1 | 0.02% | 0.26% | 0.50% | Q3 2018 | Q3 2023 | 19 |
Focused Wealth Management, Inc | 18 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 19 |
Stokes Capital Advisors, LLC | 19 | 19 | 0.08% | 0.40% | 0.76% | Q1 2019 | Q3 2023 | 19 |
Schoolcraft Capital LLC | 19 | 19 | 0.48% | 1.02% | 1.45% | Q1 2019 | Q3 2023 | 19 |
PIERSHALE FINANCIAL GROUP, INC. | 4 | 1 | 0.00% | 6.14% | 13.92% | Q4 2013 | Q2 2023 | 18 |
MUFG Americas Holdings Corp | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2022 | 18 |
Sharkey, Howes & Javer | 18 | 18 | 0.02% | 2.29% | 11.26% | Q1 2015 | Q2 2019 | 18 |
Sigma Planning Corp | 18 | 18 | 0.01% | 0.03% | 0.06% | Q3 2015 | Q4 2019 | 18 |
First Horizon Advisors, Inc. | 5 | 1 | 0.00% | 0.02% | 0.11% | Q4 2014 | Q3 2023 | 18 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 10 | 3 | 0.09% | 1.43% | 5.08% | Q4 2018 | Q3 2023 | 18 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 16 | 2 | 0.03% | 0.08% | 0.13% | Q4 2016 | Q1 2022 | 18 |
ARGI Investment Services, LLC | 18 | 18 | 0.02% | 0.04% | 0.17% | Q3 2013 | Q4 2017 | 18 |
Armbruster Capital Management, Inc. | 18 | 18 | 0.22% | 0.87% | 2.15% | Q4 2015 | Q1 2020 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Frontier Wealth Management LLC | 18 | 18 | 0.31% | 0.68% | 1.04% | Q4 2014 | Q1 2019 | 18 |
Red Cedar Capital, LLC | 14 | 4 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q4 2022 | 18 |
HUNTINGTON NATIONAL BANK | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 18 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 0.08% | 0.44% | 1.34% | Q1 2016 | Q3 2023 | 18 |
BENJAMIN EDWARDS INC | 14 | 3 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q1 2022 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
MAI Capital Management | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
WT Wealth Management | 17 | 17 | 0.17% | 1.32% | 2.28% | Q3 2019 | Q3 2023 | 17 |
Grove Bank & Trust | 11 | 2 | 0.01% | 0.22% | 0.60% | Q3 2017 | Q3 2023 | 17 |
SMITH, MOORE & CO. | 17 | 17 | 0.28% | 0.42% | 0.54% | Q3 2019 | Q3 2023 | 17 |
Investors Research Corp | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Apriem Advisors | 16 | 1 | 0.00% | 0.45% | 1.62% | Q2 2013 | Q2 2018 | 17 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.03% | 0.18% | Q2 2018 | Q3 2023 | 17 |
Bigelow Investment Advisors, LLC | 9 | 8 | 0.09% | 0.26% | 0.49% | Q4 2017 | Q3 2023 | 17 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 8 | 0.00% | 0.07% | 1.00% | Q4 2016 | Q3 2023 | 17 |
Bouchey Financial Group Ltd | 17 | 17 | 0.25% | 0.54% | 1.43% | Q4 2013 | Q4 2017 | 17 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17 | 17 | 0.06% | 0.12% | 0.16% | Q3 2019 | Q3 2023 | 17 |
Baldrige Asset Management LLC | 17 | 17 | 0.17% | 0.38% | 0.55% | Q1 2019 | Q1 2023 | 17 |
IFG Advisors, LLC | 17 | 17 | 0.45% | 0.68% | 0.83% | Q3 2019 | Q3 2023 | 17 |
Charles Schwab Trust Co | 17 | 17 | 0.68% | 1.37% | 2.01% | Q3 2019 | Q3 2023 | 17 |
MONEYWISE, INC. | 17 | 17 | 0.76% | 5.43% | 6.56% | Q3 2016 | Q3 2020 | 17 |
McIlrath & Eck, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.03% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Sound Income Strategies, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 16 |
Psagot Value Holdings Ltd. | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q3 2018 | 16 |
Cerity Partners LLC | 16 | 16 | 0.07% | 0.17% | 0.48% | Q4 2019 | Q3 2023 | 16 |
WealthShield Partners, LLC | 8 | 1 | 0.00% | 0.05% | 0.17% | Q1 2019 | Q3 2023 | 16 |
Blueprint Investment Partners LLC | 16 | 16 | 0.16% | 1.08% | 2.35% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 1.66% | 2.41% | 3.08% | Q4 2019 | Q3 2023 | 16 |
Curtis Advisory Group, LLC | 16 | 16 | 0.29% | 0.49% | 0.64% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SRS Capital Advisors, Inc. | 10 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Strategic Financial Planning, Inc. | 16 | 16 | 5.13% | 6.05% | 7.10% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
AlphaMark Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2020 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Marotta Asset Management | 13 | 3 | 0.08% | 0.29% | 0.77% | Q4 2019 | Q4 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.60% | 0.78% | 1.25% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
CAPITAL INSIGHT PARTNERS, LLC | 16 | 16 | 0.22% | 1.22% | 3.47% | Q4 2019 | Q3 2023 | 16 |
Sculati Wealth Management, LLC | 16 | 16 | 0.38% | 0.84% | 1.58% | Q4 2019 | Q3 2023 | 16 |
Cordant, Inc. | 16 | 16 | 0.30% | 0.65% | 0.86% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Wagner Wealth Management, LLC | 12 | 4 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 16 |
Bison Wealth, LLC | 9 | 2 | 0.00% | 0.23% | 0.90% | Q4 2014 | Q4 2021 | 15 |
Peterson Wealth Advisors, LLC | 15 | 15 | 0.17% | 0.31% | 0.54% | Q1 2020 | Q3 2023 | 15 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 15 | 0.68% | 0.88% | 1.19% | Q1 2020 | Q3 2023 | 15 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 15 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 10 | 5 | 0.07% | 0.14% | 0.33% | Q4 2019 | Q3 2023 | 15 |
Matrix Trust Co | 15 | 15 | 2.37% | 11.69% | 15.03% | Q2 2019 | Q4 2022 | 15 |
Faithward Advisors, LLC | 11 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.13% | 0.27% | 0.55% | Q4 2019 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q2 2023 | 15 |
Barrett Asset Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
BCS Wealth Management | 14 | 1 | 0.44% | 0.54% | 0.69% | Q4 2019 | Q3 2023 | 15 |
Portfolio Solutions, LLC | 11 | 1 | 0.00% | 0.04% | 0.05% | Q1 2018 | Q3 2022 | 15 |
BELLEVUE ASSET MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
REILLY FINANCIAL ADVISORS, LLC | 11 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.07% | Q2 2016 | Q4 2019 | 15 |
Lutz Financial Services LLC | 15 | 15 | 0.03% | 0.20% | 0.36% | Q1 2020 | Q3 2023 | 15 |
Acorn Wealth Advisors, LLC | 11 | 1 | 0.12% | 0.28% | 0.41% | Q4 2017 | Q3 2023 | 15 |
BLUESTEM FINANCIAL ADVISORS, LLC | 14 | 14 | 0.14% | 0.21% | 0.34% | Q2 2020 | Q3 2023 | 14 |
MSI Financial Services Inc | 14 | 14 | 0.00% | 0.02% | 0.11% | Q3 2013 | Q4 2016 | 14 |
SEI INVESTMENTS CO | 11 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 14 |
FIRST HAWAIIAN BANK | 14 | 14 | 0.19% | 0.26% | 0.33% | Q3 2018 | Q4 2021 | 14 |
Penobscot Investment Management Company, Inc. | 14 | 14 | 0.05% | 0.06% | 0.08% | Q3 2016 | Q4 2019 | 14 |
JNBA Financial Advisors | 10 | 1 | 0.00% | 0.11% | 0.32% | Q3 2016 | Q3 2023 | 14 |
DDD Partners, LLC | 14 | 14 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Elm Partners Management LLC | 14 | 14 | 0.16% | 1.12% | 1.66% | Q2 2020 | Q3 2023 | 14 |
Hudock, Inc. | 8 | 2 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q2 2021 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2019 | 14 |
Sequoia Financial Advisors, LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 14 |
GLENMEDE TRUST CO NA | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 14 |
One Capital Management, LLC | 9 | 5 | 0.07% | 0.09% | 0.11% | Q2 2014 | Q3 2019 | 14 |
Advisors Preferred, LLC | 4 | 1 | 0.01% | 0.30% | 0.96% | Q2 2014 | Q1 2020 | 14 |
Invst, LLC | 13 | 1 | 0.04% | 4.87% | 10.48% | Q2 2017 | Q1 2021 | 14 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 14 | 14 | 0.11% | 0.16% | 0.23% | Q1 2017 | Q2 2020 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q2 2023 | 14 |
DENVER INVESTMENT ADVISORS LLC | 13 | 13 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q1 2018 | 13 |
AllSquare Wealth Management LLC | 13 | 13 | 0.01% | 0.06% | 0.11% | Q4 2014 | Q4 2017 | 13 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 13 |
Versant Capital Management, Inc | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 13 |
Kingfisher Capital LLC | 13 | 13 | 0.15% | 0.22% | 0.28% | Q1 2017 | Q1 2020 | 13 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 10 | 3 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2023 | 13 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 11 | 2 | 0.05% | 0.33% | 1.52% | Q2 2014 | Q3 2019 | 13 |
Personal Capital Advisors Corp | 12 | 1 | 0.01% | 0.03% | 0.23% | Q1 2017 | Q4 2022 | 13 |
LifeSteps Financial, Inc. | 13 | 13 | 0.22% | 0.46% | 0.62% | Q4 2019 | Q4 2022 | 13 |
CREDIT SUISSE AG/ | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2016 | 13 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 13 | 13 | 0.22% | 0.70% | 0.97% | Q3 2020 | Q3 2023 | 13 |
SWS Partners | 5 | 1 | 0.00% | 0.98% | 1.86% | Q4 2017 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Morningstar Investment Services LLC | 11 | 2 | 0.00% | 0.05% | 0.08% | Q1 2019 | Q2 2022 | 13 |
SignalPoint Asset Management, LLC | 11 | 2 | 0.08% | 0.11% | 0.18% | Q3 2019 | Q3 2023 | 13 |
SWARTHMORE GROUP INC | 13 | 13 | 0.17% | 0.23% | 0.40% | Q2 2013 | Q2 2016 | 13 |
Adero Partners, LLC | 13 | 13 | 0.03% | 0.21% | 0.49% | Q4 2019 | Q4 2022 | 13 |
Blume Capital Management, Inc. | 13 | 13 | 0.02% | 0.22% | 1.23% | Q3 2020 | Q3 2023 | 13 |
Royal Fund Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2020 | 13 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 0.19% | 0.31% | 0.67% | Q3 2020 | Q3 2023 | 13 |
Advisory Alpha, LLC | 7 | 6 | 0.12% | 0.91% | 1.99% | Q1 2017 | Q2 2020 | 13 |
Patten Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2018 | 13 |
WBH ADVISORY INC | 9 | 1 | 0.13% | 0.17% | 0.33% | Q1 2019 | Q3 2023 | 13 |
STABLEFORD CAPITAL II LLC | 11 | 2 | 0.17% | 0.34% | 0.85% | Q2 2020 | Q3 2023 | 13 |
Jackson Creek Investment Advisors LLC | 13 | 13 | 0.73% | 0.89% | 1.01% | Q3 2020 | Q3 2023 | 13 |
Relaxing Retirement Coach | 13 | 13 | 0.52% | 2.41% | 3.48% | Q4 2017 | Q4 2020 | 13 |
WHITTIER TRUST CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2022 | 13 |
FIRST NATIONAL CORP /MA/ /ADV | 7 | 2 | 0.02% | 1.03% | 4.05% | Q4 2018 | Q1 2023 | 13 |
FIDUCIENT ADVISORS LLC | 13 | 13 | 0.15% | 0.80% | 1.10% | Q1 2019 | Q1 2022 | 13 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
NWAM LLC | 9 | 1 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q2 2023 | 12 |
Glassman Wealth Services | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 12 |
FINANCIAL CONSULATE, INC | 8 | 4 | 0.42% | 0.92% | 1.63% | Q4 2014 | Q4 2018 | 12 |
Gateway Advisory, LLC | 11 | 1 | 0.13% | 0.60% | 1.60% | Q2 2013 | Q4 2018 | 12 |
TRUST CO OF VERMONT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 12 |
CHOREO, LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Navis Wealth Advisors, LLC | 12 | 12 | 0.23% | 0.32% | 0.43% | Q4 2020 | Q3 2023 | 12 |
Burt Wealth Advisors | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2020 | 12 |
GREAT LAKES ADVISORS, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2022 | 12 |
Orion Portfolio Solutions, LLC | 9 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 12 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 12 | 12 | 0.12% | 0.20% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.04% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Cypress Point Wealth Management, LLC | 12 | 12 | 2.30% | 4.00% | 6.58% | Q4 2020 | Q3 2023 | 12 |
Garrison Asset Management, LLC | 8 | 4 | 0.12% | 0.14% | 0.17% | Q4 2019 | Q3 2023 | 12 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 12 |
Beacon Pointe Advisors, LLC | 10 | 1 | 0.01% | 0.02% | 0.10% | Q2 2019 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
RHS Financial, LLC | 5 | 3 | 0.16% | 1.02% | 2.54% | Q4 2018 | Q4 2022 | 12 |
VPR Management LLC | 12 | 12 | 0.16% | 0.19% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Allen Capital Group, LLC | 9 | 3 | 0.05% | 0.43% | 0.93% | Q2 2018 | Q3 2023 | 12 |
QUADRANT CAPITAL GROUP LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 12 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.04% | 0.11% | Q1 2019 | Q2 2022 | 12 |
FAGAN ASSOCIATES, INC. | 12 | 12 | 0.46% | 0.54% | 0.60% | Q1 2014 | Q4 2016 | 12 |
Platte River Wealth Advisors, LLC | 12 | 12 | 0.30% | 0.43% | 0.55% | Q2 2020 | Q1 2023 | 12 |
Prime Capital Investment Advisors, LLC | 8 | 2 | 0.01% | 0.20% | 1.07% | Q2 2019 | Q3 2023 | 12 |
Tiller Private Wealth, Inc. | 12 | 12 | 3.37% | 4.23% | 5.14% | Q4 2015 | Q3 2018 | 12 |
Buckingham Capital Management, Inc. | 7 | 2 | 0.06% | 0.11% | 0.22% | Q2 2013 | Q1 2018 | 12 |
FINANCIAL COUNSELORS INC | 12 | 12 | 0.05% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Summit Financial Strategies, Inc. | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
VALENTINE VENTURES LLC | 9 | 1 | 3.46% | 6.14% | 9.21% | Q4 2014 | Q3 2019 | 11 |
Johnson Financial Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.02% | 0.06% | 0.11% | Q4 2017 | Q2 2020 | 11 |
Valeo Financial Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2020 | 11 |
Waterfront Wealth Inc. | 11 | 11 | 0.06% | 0.10% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Foster Group, Inc. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Bogart Wealth, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 11 |
Valmark Advisers, Inc. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
MFA WEALTH ADVISORS, LLC | 11 | 11 | 0.02% | 0.86% | 4.36% | Q4 2017 | Q2 2020 | 11 |
Everhart Financial Group, Inc. | 11 | 11 | 0.13% | 0.17% | 0.30% | Q1 2021 | Q3 2023 | 11 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
StrategIQ Financial Group, LLC | 11 | 11 | 0.08% | 0.14% | 0.26% | Q4 2015 | Q2 2018 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BFSG, LLC | 11 | 11 | 0.09% | 0.18% | 0.33% | Q3 2017 | Q1 2020 | 11 |
Kestra Advisory Services, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 11 |
TD Ameritrade Trust Co | 11 | 11 | 0.25% | 0.40% | 0.61% | Q1 2015 | Q3 2017 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q1 2023 | 11 |
Prestige Wealth Management Group LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Simplicity Solutions, LLC | 4 | 1 | 0.01% | 0.04% | 0.11% | Q4 2015 | Q4 2020 | 11 |
Commonwealth Equity Services, Inc | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2017 | 11 |
Baird Financial Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Founders Financial Alliance, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Galvin, Gaustad & Stein, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Cambria Investment Management, L.P. | 11 | 11 | 0.23% | 0.35% | 0.55% | Q4 2017 | Q2 2020 | 11 |
Portland Global Advisors LLC | 11 | 11 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q1 2023 | 11 |
Ausdal Financial Partners, Inc. | 11 | 11 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Barnett & Company, Inc. | 8 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2020 | 11 |
Independence Bank of Kentucky | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 11 |
Bridgewater Advisors Inc. | 11 | 11 | 0.04% | 0.09% | 0.15% | Q1 2021 | Q3 2023 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 9 | 2 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 11 |
CAROLINAS WEALTH CONSULTING LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Camelot Portfolios, LLC | 9 | 1 | 0.11% | 0.18% | 0.24% | Q1 2019 | Q2 2022 | 10 |
Slow Capital, Inc. | 8 | 2 | 0.11% | 0.16% | 0.21% | Q1 2018 | Q4 2021 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 10 |
Robertson Stephens Wealth Management, LLC | 10 | 10 | 0.02% | 0.16% | 1.03% | Q2 2020 | Q3 2022 | 10 |
HAP Trading, LLC | 5 | 1 | 0.01% | 0.09% | 0.24% | Q2 2019 | Q3 2022 | 10 |
GeoWealth Management, LLC | 7 | 3 | 0.00% | 0.25% | 1.14% | Q3 2019 | Q3 2022 | 10 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2018 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
BB&T SECURITIES, LLC | 5 | 2 | 0.00% | 0.05% | 0.13% | Q1 2014 | Q3 2019 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
KEYBANK NATIONAL ASSOCIATION/OH | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 10 |
Cypress Capital Management LLC (WY) | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 10 |
Newbridge Financial Services Group, Inc. | 6 | 4 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q1 2023 | 10 |
CERTUITY, LLC | 10 | 10 | 0.08% | 0.17% | 0.30% | Q2 2021 | Q3 2023 | 10 |
EAGLE GLOBAL ADVISORS LLC | 10 | 10 | 0.41% | 0.46% | 0.51% | Q2 2020 | Q3 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.11% | Q1 2021 | Q3 2023 | 10 |
Elmwood Wealth Management, Inc. | 7 | 3 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2020 | 10 |
Curi Wealth Management, LLC | 10 | 10 | 0.21% | 0.54% | 0.90% | Q4 2020 | Q1 2023 | 10 |
WASHINGTON TRUST Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
AJ WEALTH STRATEGIES, LLC | 5 | 2 | 0.03% | 0.05% | 0.10% | Q1 2017 | Q3 2022 | 10 |
Center for Financial Planning, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
FIDUCIARY TRUST CO | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Certified Advisory Corp | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
AdvicePeriod, LLC | 10 | 10 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q1 2020 | 10 |
JFS WEALTH ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 10 |
MANCHESTER FINANCIAL INC | 10 | 10 | 0.00% | 0.55% | 0.98% | Q4 2018 | Q1 2021 | 10 |
HM PAYSON & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
AWM CAPITAL, LLC | 9 | 9 | 0.37% | 1.12% | 2.22% | Q3 2021 | Q3 2023 | 9 |
Reitz Capital Advisors LLC | 9 | 9 | 0.58% | 1.35% | 2.43% | Q4 2018 | Q4 2020 | 9 |
QCI ASSET MANAGEMENT INC/NY | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 9 | 9 | 0.10% | 0.21% | 0.42% | Q1 2020 | Q1 2022 | 9 |
FIRST MERCANTILE TRUST CO | 9 | 9 | 0.46% | 0.74% | 0.90% | Q2 2019 | Q2 2021 | 9 |
Manchester Capital Management LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 9 |
Lehman & Derafelo Financial Resources LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 9 |
LifePlan Financial Group, Inc | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2020 | 9 |
Ironsides Asset Advisors, LLC | 9 | 9 | 1.06% | 1.30% | 1.88% | Q1 2020 | Q1 2022 | 9 |
Stearns Financial Services Group | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
AlphaStar Capital Management, LLC | 5 | 1 | 0.00% | 0.18% | 0.73% | Q2 2017 | Q3 2023 | 9 |
Pinnacle Wealth Management Advisory Group, LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q2 2022 | 9 |
Strategic Family Wealth Counselors, L.L.C. | 8 | 1 | 0.18% | 0.86% | 1.35% | Q4 2018 | Q4 2022 | 9 |
Gunma Bank,Ltd. | 9 | 9 | 1.77% | 2.82% | 7.42% | Q3 2021 | Q3 2023 | 9 |
MONTAG A & ASSOCIATES INC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 9 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 9 |
PINNACLE ASSOCIATES LTD | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
Premise Capital, LLC | 9 | 9 | 1.11% | 5.09% | 8.51% | Q2 2018 | Q2 2020 | 9 |
361 CAPITAL LLC | 9 | 9 | 0.32% | 0.46% | 0.75% | Q2 2018 | Q2 2020 | 9 |
Laidlaw Wealth Management LLC | 8 | 1 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 9 |
Lenox Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2021 | 9 |
Cedar Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 9 |
UMB Bank, n.a. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 9 |
Whelan Financial | 9 | 9 | 0.26% | 0.39% | 0.69% | Q3 2021 | Q3 2023 | 9 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 8 | 1 | 0.03% | 0.04% | 0.12% | Q4 2018 | Q1 2022 | 9 |
Baltimore-Washington Financial Advisors, Inc. | 7 | 1 | 0.07% | 0.80% | 1.12% | Q2 2016 | Q3 2022 | 9 |
Blue Barn Wealth, LLC | 9 | 9 | 0.13% | 0.25% | 0.41% | Q2 2021 | Q2 2023 | 9 |
Aletheian Wealth Advisors LLC | 9 | 9 | 0.35% | 0.66% | 1.21% | Q4 2021 | Q4 2023 | 9 |
Upper Left Wealth Management, LLC | 8 | 8 | 3.44% | 3.77% | 4.26% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.00% | 0.09% | 0.39% | Q3 2020 | Q2 2022 | 8 |
Visionary Wealth Advisors | 7 | 1 | 0.02% | 0.11% | 0.53% | Q1 2020 | Q3 2022 | 8 |
APPLETON GROUP, LLC | 8 | 8 | 2.71% | 7.48% | 10.26% | Q2 2016 | Q1 2018 | 8 |
Tanglewood Wealth Management, Inc. | 5 | 1 | 0.03% | 0.79% | 1.34% | Q4 2018 | Q1 2023 | 8 |
EWG Elevate Inc. | 7 | 1 | 0.11% | 0.31% | 1.50% | Q4 2019 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Facet Wealth, Inc. | 8 | 8 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2022 | 8 |
PITTENGER & ANDERSON INC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2016 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 0.13% | 0.42% | 0.91% | Q4 2021 | Q3 2023 | 8 |
Element Wealth, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 8 |
Taylor, Cottrill LLC | 8 | 8 | 0.88% | 0.97% | 1.10% | Q1 2014 | Q4 2015 | 8 |
WEALTH MANAGEMENT RESOURCES, INC. | 8 | 8 | 2.87% | 3.68% | 4.50% | Q4 2021 | Q3 2023 | 8 |
Peloton Wealth Strategists | 5 | 3 | 0.09% | 0.60% | 0.72% | Q4 2020 | Q3 2023 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
CAPITAL ADVISORS INC/OK | 8 | 8 | 0.10% | 0.14% | 0.33% | Q4 2016 | Q3 2018 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.14% | 0.50% | Q3 2021 | Q3 2023 | 8 |
Fortress Wealth Management, Inc. | 8 | 8 | 0.25% | 1.12% | 2.70% | Q4 2021 | Q3 2023 | 8 |
Ascension Capital Advisors, Inc. | 4 | 4 | 0.15% | 0.64% | 2.83% | Q4 2019 | Q3 2023 | 8 |
Strategic Financial Services, Inc, | 6 | 2 | 0.02% | 0.02% | 0.04% | Q4 2016 | Q2 2022 | 8 |
Addison Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
NORTHERN TRUST CORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 8 |
Journey Advisory Group, LLC | 8 | 8 | 0.17% | 0.23% | 0.27% | Q4 2020 | Q3 2022 | 8 |
LVW Advisors, LLC | 8 | 8 | 0.99% | 1.59% | 2.68% | Q2 2018 | Q1 2020 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 0.00% | 0.00% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.34% | 0.40% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Centric Wealth Management | 6 | 1 | 0.58% | 1.30% | 1.90% | Q4 2018 | Q1 2022 | 8 |
Cresset Asset Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Crew Capital Management, Ltd. | 8 | 8 | 0.40% | 0.43% | 0.48% | Q1 2021 | Q4 2022 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Western Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Gladstone Institutional Advisory LLC | 6 | 2 | 0.02% | 0.74% | 1.17% | Q1 2019 | Q2 2021 | 8 |
Harborview Advisors, LLC | 4 | 2 | 0.13% | 0.19% | 0.24% | Q1 2019 | Q3 2021 | 8 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2023 | 8 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 8 |
VSR Financial Services, Inc. | 8 | 8 | 0.06% | 0.15% | 0.22% | Q3 2014 | Q2 2016 | 8 |
EVERGREEN CAPITAL MANAGEMENT LLC | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2021 | 8 |
GPWM LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Ellevest, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Ten Capital Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
CWH Capital Management, Inc. | 7 | 1 | 0.29% | 0.69% | 1.29% | Q4 2013 | Q3 2017 | 8 |
DB Wealth Management Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Hexagon Capital Partners LLC | 6 | 2 | 0.00% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 8 |
Callan Capital, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.12% | 0.21% | 0.25% | Q1 2021 | Q3 2023 | 8 |
ASPIRIANT, LLC | 8 | 8 | 0.08% | 0.09% | 0.10% | Q1 2018 | Q4 2019 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SYNOVUS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2020 | 8 |
MATHER GROUP, LLC. | 8 | 8 | 0.02% | 0.18% | 0.22% | Q4 2016 | Q3 2018 | 8 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 8 |
Avion Wealth | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Mangham Associates,LLC | 7 | 7 | 0.23% | 0.40% | 0.54% | Q1 2022 | Q3 2023 | 7 |
Gratus Capital, LLC | 7 | 7 | 0.05% | 1.28% | 2.18% | Q4 2015 | Q2 2017 | 7 |
BRIDGES INVESTMENT MANAGEMENT INC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q4 2019 | 7 |
Bensler, LLC | 7 | 7 | 0.28% | 0.44% | 0.60% | Q1 2022 | Q3 2023 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 7 |
Truvestments Capital LLC | 3 | 2 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q3 2022 | 7 |
CARDIFF PARK ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Cornerstone Wealth Advisors, Inc. | 7 | 7 | 1.61% | 1.86% | 1.98% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
VICUS CAPITAL | 7 | 7 | 0.06% | 0.19% | 0.38% | Q2 2016 | Q4 2017 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
1900 WEALTH MANAGEMENT LLC | 7 | 7 | 0.02% | 0.04% | 0.11% | Q3 2021 | Q1 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.66% | 0.75% | 0.93% | Q2 2020 | Q4 2021 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 7 |
West Financial Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
WASHINGTON TRUST BANK | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2019 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
PARK AVENUE SECURITIES LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 7 | 7 | 0.81% | 1.00% | 1.32% | Q4 2018 | Q2 2020 | 7 |
WEST PACES ADVISORS INC. | 4 | 1 | 0.00% | 0.07% | 0.32% | Q4 2016 | Q2 2023 | 7 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q4 2018 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.06% | 0.15% | Q4 2021 | Q3 2023 | 7 |
Providence First Trust Co | 7 | 7 | 0.43% | 0.49% | 0.58% | Q2 2017 | Q4 2018 | 7 |
Guardian Financial Partners, LLC | 6 | 1 | 0.39% | 0.52% | 0.67% | Q4 2021 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Loveless Wealth Management LLC | 7 | 7 | 0.36% | 0.46% | 0.58% | Q4 2019 | Q2 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
RiverFront Investment Group, LLC | 5 | 2 | 0.34% | 2.02% | 3.50% | Q1 2014 | Q3 2016 | 7 |
Values First Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
AlphaCore Capital LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 7 |
Jacobi Capital Management LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 7 |
AVAII WEALTH MANAGEMENT, LLC | 7 | 7 | 0.37% | 0.41% | 0.45% | Q1 2022 | Q3 2023 | 7 |
Vise Technologies, Inc. | 7 | 7 | 1.28% | 1.69% | 2.23% | Q1 2022 | Q3 2023 | 7 |
Ledyard National Bank | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 7 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 7 | 7 | 0.09% | 0.10% | 0.10% | Q2 2017 | Q4 2018 | 7 |
Alliance Wealth Management Group | 7 | 7 | 0.14% | 0.76% | 1.14% | Q1 2017 | Q3 2018 | 7 |
Brinker Capital Investments, LLC | 4 | 1 | 0.00% | 0.09% | 0.16% | Q2 2013 | Q4 2019 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2021 | 7 |
Selective Wealth Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Advisory Services & Investments, LLC | 6 | 6 | 0.34% | 2.00% | 2.66% | Q1 2021 | Q2 2022 | 6 |
OLD SECOND NATIONAL BANK OF AURORA | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 6 |
Braun-Bostich & Associates Inc. | 6 | 6 | 0.55% | 1.32% | 1.66% | Q1 2022 | Q2 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
CENTRAL TRUST Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 6 |
Lindbrook Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
First Allied Advisory Services, Inc. | 3 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q1 2020 | 6 |
MV CAPITAL MANAGEMENT, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
North Star Investment Management Corp. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Alaska Permanent Capital Management | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Brookstone Capital Management | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2022 | 6 |
ATWOOD & PALMER INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2016 | 6 |
Global Strategic Investment Solutions, LLC | 6 | 6 | 0.42% | 2.46% | 3.30% | Q4 2018 | Q1 2020 | 6 |
Timber Hill LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
B&D White Capital Company, LLC | 5 | 1 | 0.01% | 0.82% | 1.57% | Q4 2020 | Q3 2022 | 6 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 6 | 6 | 0.01% | 0.05% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Janney Montgomery Scott LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2019 | 6 |
INTRUST BANK NA | 4 | 2 | 0.06% | 0.12% | 0.22% | Q4 2018 | Q2 2020 | 6 |
DUNCKER STREETT & CO INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Merriman Wealth Management, LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q1 2020 | 6 |
Buffington Mohr McNeal | 5 | 1 | 0.05% | 0.07% | 0.09% | Q1 2016 | Q1 2019 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
GYL FINANCIAL SYNERGIES, LLC | 6 | 6 | 0.07% | 0.36% | 1.53% | Q2 2022 | Q3 2023 | 6 |
BRINKER CAPITAL INC | 6 | 6 | 0.14% | 0.26% | 0.37% | Q3 2016 | Q4 2017 | 6 |
Newman Dignan & Sheerar, Inc. | 5 | 1 | 0.01% | 0.10% | 0.16% | Q1 2017 | Q1 2020 | 6 |
Hillcrest Wealth Advisors - NY, LLC | 6 | 6 | 0.19% | 0.34% | 0.53% | Q2 2022 | Q3 2023 | 6 |
Integrated Wealth Management | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2018 | 6 |
WEALTHSOURCE PARTNERS, LLC | 6 | 6 | 0.09% | 0.37% | 0.51% | Q4 2016 | Q1 2018 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
JUNCTURE WEALTH STRATEGIES, LLC | 6 | 6 | 0.24% | 0.65% | 1.78% | Q3 2022 | Q4 2023 | 6 |
JBJ Investment Partners, LLC | 6 | 6 | 1.76% | 2.90% | 3.91% | Q1 2019 | Q2 2020 | 6 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 6 |
Passive Capital Management, LLC. | 6 | 6 | 0.64% | 1.38% | 2.12% | Q4 2021 | Q1 2023 | 6 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Twele Capital Management, Inc. | 3 | 1 | 0.05% | 0.05% | 0.06% | Q2 2016 | Q2 2018 | 6 |
CITIZENS & NORTHERN CORP | 6 | 6 | 6.40% | 6.67% | 6.90% | Q4 2018 | Q1 2020 | 6 |
Legacy Capital Partners, Inc. | 5 | 1 | 0.13% | 0.19% | 0.22% | Q1 2019 | Q1 2022 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.50% | 0.81% | 1.30% | Q4 2015 | Q1 2017 | 6 |
Human Investing LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q4 2022 | 6 |
Waypoint Capital Advisors, LLC | 6 | 6 | 0.34% | 0.50% | 0.91% | Q2 2022 | Q3 2023 | 6 |
VESTOR CAPITAL, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Principle Wealth Partners LLC | 5 | 1 | 0.01% | 0.19% | 0.30% | Q4 2018 | Q2 2020 | 6 |
Patriot Financial Group Insurance Agency, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 6 |
Landmark Wealth Management, LLC | 3 | 1 | 0.74% | 1.04% | 2.03% | Q4 2021 | Q3 2023 | 6 |
Hurlow Wealth Management Group, Inc. | 6 | 6 | 0.63% | 0.79% | 0.91% | Q4 2018 | Q1 2020 | 6 |
GOULD ASSET MANAGEMENT LLC /CA/ | 3 | 1 | 0.09% | 0.12% | 0.18% | Q1 2016 | Q2 2023 | 5 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Avantax Planning Partners, Inc. | 4 | 1 | 0.00% | 0.03% | 0.05% | Q2 2017 | Q3 2018 | 5 |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 5 | 5 | 0.12% | 0.69% | 1.14% | Q3 2022 | Q3 2023 | 5 |
Tevis Investment Management | 4 | 1 | 0.20% | 0.33% | 0.56% | Q4 2021 | Q3 2023 | 5 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.01% | 0.01% | 0.03% | Q3 2016 | Q3 2018 | 5 |
IVC Wealth Advisors LLC | 2 | 1 | 0.15% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 5 |
Virtue Capital Management, LLC | 3 | 2 | 0.05% | 0.10% | 0.18% | Q1 2021 | Q4 2022 | 5 |
Adams Chetwood Wealth Management LLC | 5 | 5 | 2.24% | 2.67% | 3.32% | Q4 2019 | Q4 2020 | 5 |
Covestor Ltd | 5 | 5 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
SVB Investment Services Inc. | 5 | 5 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q4 2020 | 5 |
Gerber Kawasaki Wealth & Investment Management | 4 | 1 | 0.01% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 5 |
Broadview Financial Management, LLC | 5 | 5 | 0.18% | 0.20% | 0.21% | Q4 2018 | Q4 2019 | 5 |
Exchange Capital Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q1 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Danda Trouve Investment Management, Inc. | 5 | 5 | 1.68% | 2.88% | 3.77% | Q4 2019 | Q4 2020 | 5 |
FIRST FOUNDATION ADVISORS | 2 | 1 | 0.03% | 0.05% | 0.10% | Q4 2014 | Q1 2018 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
VERITY Wealth Advisors | 5 | 5 | 0.26% | 0.34% | 0.39% | Q4 2018 | Q4 2019 | 5 |
M&R CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
TOWNSQUARE CAPITAL LLC | 4 | 1 | 0.00% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 5 |
Morningstar Investment Management LLC | 5 | 5 | 0.25% | 1.94% | 4.04% | Q4 2018 | Q4 2019 | 5 |
Solitude Financial Services | 5 | 5 | 1.12% | 1.19% | 1.23% | Q4 2020 | Q4 2021 | 5 |
BECK MACK & OLIVER LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Elwood & Goetz Wealth Advisory Group, LLC | 4 | 1 | 0.07% | 0.26% | 0.41% | Q4 2018 | Q3 2023 | 5 |
Procyon Advisors, LLC | 5 | 5 | 0.18% | 0.39% | 0.72% | Q2 2022 | Q2 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Kozak & Associates, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
WADE G W & INC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Knuff & Co LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
WMS Partners, LLC | 5 | 5 | 0.04% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Aveo Capital Partners, LLC | 4 | 1 | 0.03% | 0.09% | 0.24% | Q2 2019 | Q3 2023 | 5 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 5 | 5 | 0.06% | 0.10% | 0.13% | Q4 2021 | Q4 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.09% | 0.13% | 0.16% | Q4 2021 | Q4 2022 | 5 |
Dynamic Advisor Solutions LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q4 2019 | 5 |
JOHNSON INVESTMENT COUNSEL INC | 5 | 5 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q2 2019 | 5 |
WFG Advisors, LP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Destination Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
REGIONS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 5 |
Brio Consultants, LLC | 5 | 5 | 0.10% | 0.11% | 0.13% | Q3 2022 | Q3 2023 | 5 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
Ritter Daniher Financial Advisory LLC / DE | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Q3 Asset Management | 1 | 1 | 2.76% | 6.11% | 9.57% | Q2 2018 | Q4 2021 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.01% | 0.09% | 0.16% | Q3 2015 | Q3 2016 | 5 |
Cypress Capital, LLC | 5 | 5 | 3.88% | 4.33% | 4.78% | Q4 2018 | Q4 2019 | 5 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 5 | 5 | 0.24% | 0.32% | 0.49% | Q1 2020 | Q1 2021 | 5 |
Spinnaker Investment Group, LLC | 5 | 5 | 0.25% | 0.66% | 1.94% | Q4 2021 | Q4 2022 | 5 |
American Trust | 5 | 5 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q2 2023 | 5 |
Domani Wealth, LLC | 5 | 5 | 0.11% | 0.19% | 0.26% | Q4 2015 | Q4 2016 | 5 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 0.63% | 0.79% | 0.98% | Q4 2022 | Q3 2023 | 4 |
HB Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
PRING TURNER CAPITAL GROUP INC | 4 | 4 | 2.79% | 3.19% | 3.50% | Q4 2014 | Q3 2015 | 4 |
TMFS HOLDINGS LLC | 4 | 4 | 0.05% | 0.54% | 1.95% | Q4 2015 | Q3 2016 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Fortis Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 4 |
Pinkerton Retirement Specialists, LLC | 4 | 4 | 1.20% | 1.72% | 2.20% | Q1 2019 | Q4 2019 | 4 |
Aurora Investment Managers, LLC. | 4 | 4 | 4.79% | 5.25% | 5.61% | Q4 2019 | Q3 2020 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Diligent Investors, LLC | 4 | 4 | 0.15% | 0.17% | 0.17% | Q4 2016 | Q3 2017 | 4 |
Altus Wealth Group LLC | 4 | 4 | 0.23% | 0.27% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Edge Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
MidWestOne Financial Group, Inc. | 2 | 2 | 0.04% | 0.09% | 0.22% | Q2 2019 | Q3 2023 | 4 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q4 2022 | 4 |
Tempus Wealth Planning, LLC | 4 | 4 | 0.41% | 0.42% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.35% | 0.41% | 0.48% | Q1 2020 | Q4 2020 | 4 |
Goodwin Investment Advisory | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.07% | 0.07% | 0.08% | Q1 2017 | Q4 2017 | 4 |
Jordan Park Group LLC | 4 | 4 | 0.19% | 0.24% | 0.28% | Q2 2019 | Q1 2020 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q2 2015 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Family Advisors, LLC | 3 | 1 | 0.25% | 0.42% | 0.75% | Q3 2017 | Q4 2019 | 4 |
NATIONAL PLANNING CORP | 3 | 1 | 0.00% | 0.45% | 0.61% | Q4 2014 | Q1 2017 | 4 |
Allianz Asset Management GmbH | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2019 | 4 |
MinichMacGregor Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Homrich & Berg | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Hoese & Co LLP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Hartford Financial Management Inc. | 2 | 1 | 0.01% | 0.06% | 0.12% | Q4 2015 | Q2 2017 | 4 |
COMMERCE BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.03% | 0.09% | 0.12% | Q1 2021 | Q2 2023 | 4 |
TimeScale Financial, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 4 |
Golden State Wealth Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q2 2020 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
LUTS & GREENLEIGH GROUP, INC | 4 | 4 | 0.47% | 0.50% | 0.52% | Q4 2022 | Q3 2023 | 4 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.03% | 0.13% | Q2 2018 | Q3 2023 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 0.45% | 0.48% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2017 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Pioneer Wealth Management Group | 4 | 4 | 4.88% | 5.01% | 5.14% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 4 |
Guidant Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Virtu Financial LLC | 1 | 1 | 0.04% | 0.23% | 0.74% | Q4 2014 | Q1 2018 | 4 |
Legacy Bridge, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
LYELL WEALTH MANAGEMENT, LP | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.47% | 0.56% | 0.63% | Q4 2020 | Q3 2021 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 4 |
Spectrum Management Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.14% | 0.30% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.50% | 0.65% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Sowa Financial Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Omnia Family Wealth, LLC | 3 | 1 | 0.10% | 0.30% | 0.73% | Q4 2016 | Q1 2018 | 4 |
Aspire Wealth Management Corp | 4 | 4 | 0.13% | 0.17% | 0.21% | Q3 2022 | Q2 2023 | 4 |
Savior LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Rooted Wealth Advisors, Inc. | 4 | 4 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q3 2023 | 4 |
D. SCOTT NEAL, INC. | 4 | 4 | 0.01% | 0.10% | 0.32% | Q1 2017 | Q4 2017 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
FutureAdvisor, Inc. | 4 | 4 | 0.22% | 1.45% | 2.53% | Q4 2014 | Q3 2015 | 4 |
Luken Investment Analytics, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Providence Wealth Advisors, LLC | 4 | 4 | 0.58% | 0.82% | 1.06% | Q3 2019 | Q2 2020 | 4 |
Triangle Securities Wealth Management | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2016 | Q3 2017 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SHEETS SMITH WEALTH MANAGEMENT | 3 | 1 | 0.00% | 0.20% | 0.28% | Q1 2013 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 4 |
Concert Wealth Management Inc. | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2016 | 4 |
Dana Investment Advisors, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q1 2023 | 4 |
MYCIO WEALTH PARTNERS, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 4 |
THEORY FINANCIAL LLC | 3 | 1 | 0.14% | 0.18% | 0.23% | Q2 2022 | Q2 2023 | 4 |
Walleye Trading LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
NOMURA ASSET MANAGEMENT CO LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
CORRADO ADVISORS, LLC | 3 | 1 | 0.00% | 0.13% | 0.20% | Q2 2017 | Q4 2022 | 4 |
Wall Capital Group, Inc. | 3 | 1 | 0.00% | 0.15% | 0.24% | Q3 2017 | Q2 2020 | 4 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 4 | 4 | 0.52% | 0.76% | 0.86% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q2 2023 | 4 |
D'Orazio & Associates, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2020 | 4 |
Placemark Investments, Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2014 | Q4 2014 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.38% | 0.41% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Financial Advocates Investment Management | 3 | 1 | 0.02% | 0.29% | 0.43% | Q2 2019 | Q4 2022 | 4 |
FIRST MANHATTAN CO. LLC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2022 | 4 |
Kovack Advisors, Inc. | 2 | 1 | 0.12% | 0.14% | 0.18% | Q4 2015 | Q1 2019 | 4 |
IAG Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
NATIXIS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Schneider Downs Wealth Management Advisors, LP | 3 | 3 | 0.13% | 0.16% | 0.18% | Q2 2017 | Q4 2017 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Cassady Schiller Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Transform Wealth, LLC | 3 | 3 | 0.09% | 0.15% | 0.18% | Q2 2016 | Q4 2016 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Tarbox Family Office, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
TAP Consulting, LLC | 2 | 1 | 0.01% | 0.15% | 0.23% | Q3 2019 | Q4 2021 | 3 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.31% | 0.45% | 0.58% | Q3 2019 | Q4 2021 | 3 |
MEANS INVESTMENT CO., INC. | 3 | 3 | 0.09% | 0.19% | 0.28% | Q1 2022 | Q3 2022 | 3 |
WestHill Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
MRA Associates USA LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Visionary Asset Management, Inc. | 3 | 3 | 0.22% | 0.23% | 0.24% | Q2 2018 | Q4 2018 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2021 | 3 |
Norway Savings Bank | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q4 2017 | 3 |
Wallington Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2019 | 3 |
Capital Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
MCIA Inc | 3 | 3 | 3.89% | 5.46% | 6.91% | Q2 2017 | Q4 2017 | 3 |
Murphy, Middleton, Hinkle & Parker, Inc. | 3 | 3 | 0.12% | 0.13% | 0.13% | Q4 2021 | Q2 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
RIA Advisory Group LLC | 3 | 3 | 0.01% | 0.06% | 0.10% | Q4 2022 | Q2 2023 | 3 |
Laurel Wealth Planning LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2019 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Almanack Investment Partners, LLC. | 3 | 3 | 0.65% | 0.69% | 0.74% | Q3 2019 | Q1 2020 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
CATALYST PRIVATE WEALTH, LLC | 2 | 1 | 0.01% | 0.18% | 0.29% | Q3 2020 | Q1 2023 | 3 |
Sage Mountain Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
JFG Wealth Management, LLC | 1 | 1 | 0.00% | 0.42% | 0.78% | Q4 2018 | Q3 2022 | 3 |
EATON VANCE MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Lowe Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
MID CONTINENT CAPITAL LLC/IL | 2 | 1 | 0.01% | 0.04% | 0.08% | Q2 2014 | Q2 2015 | 3 |
Realta Investment Advisors | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 3 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 3 |
United Asset Strategies, Inc. | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q3 2019 | 3 |
Econ Financial Services Corp | 2 | 1 | 0.18% | 0.61% | 1.41% | Q4 2018 | Q4 2022 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q4 2023 | 3 |
LINCOLN CAPITAL CORP | 3 | 3 | 0.69% | 1.00% | 1.30% | Q4 2016 | Q2 2017 | 3 |
Johnson Financial Group, LLC | 2 | 1 | 0.08% | 0.58% | 1.18% | Q4 2018 | Q3 2022 | 3 |
Blue Trust, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Evercore Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2016 | 3 |
Wealth Management Solutions, LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q4 2021 | Q2 2022 | 3 |
EP Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q1 2022 | Q1 2023 | 3 |
Koesten, Hirschmann & Crabtree, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Eagle Bay Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Silicon Valley Capital Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
ASSET ADVISORS CORP | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q3 2017 | 3 |
TORONTO DOMINION BANK | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Capital Wealth Planning, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2021 | 3 |
OPPENHEIMER & CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
IMA Wealth, Inc. | 3 | 3 | 1.22% | 1.34% | 1.50% | Q2 2016 | Q4 2016 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 3 |
FLC Capital Advisors | 3 | 3 | 0.64% | 0.64% | 0.65% | Q4 2022 | Q2 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Advocacy Wealth Management Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
OXFORD FINANCIAL GROUP, LTD. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Halpern Financial, Inc. | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q1 2022 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q4 2022 | 3 |
PSI Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 0.50% | 0.55% | 0.61% | Q1 2023 | Q3 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.41% | 0.51% | 0.63% | Q1 2023 | Q3 2023 | 3 |
Strata Wealth Advisors, LLC | 2 | 1 | 0.32% | 0.65% | 0.98% | Q4 2022 | Q3 2023 | 3 |
Sumitomo Mitsui Trust Holdings, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
ZWJ INVESTMENT COUNSEL INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q3 2017 | 3 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 3 |
Compass Efficient Model Portfolios, LLC | 3 | 3 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q4 2013 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Shearwater Capital LLC | 3 | 3 | 0.23% | 0.23% | 0.25% | Q4 2021 | Q2 2022 | 3 |
GILL CAPITAL PARTNERS, LLC | 2 | 1 | 0.24% | 0.28% | 0.32% | Q4 2018 | Q2 2020 | 3 |
Tuttle Capital Management, LLC | 2 | 1 | 0.30% | 1.29% | 2.24% | Q4 2014 | Q3 2015 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.15% | 0.19% | 0.22% | Q1 2023 | Q3 2023 | 3 |
RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Hanson & Doremus Investment Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 3 |
Stokes Family Office, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CABANA LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 2 |
GSB Wealth Management, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q1 2023 | Q2 2023 | 2 |
First Command Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
Sterling Global Strategies LLC | 2 | 2 | 0.19% | 2.13% | 4.06% | Q4 2014 | Q1 2015 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
TOTAL INVESTMENT MANAGEMENT INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.26% | 0.39% | 0.52% | Q2 2019 | Q3 2019 | 2 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.01% | 0.33% | 0.66% | Q4 2022 | Q3 2023 | 2 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Arbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 2 |
KCM INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.06% | 0.11% | Q1 2015 | Q3 2018 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q4 2017 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
H&H Retirement Design & Management INC | 2 | 2 | 4.88% | 4.96% | 5.04% | Q1 2020 | Q2 2020 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q4 2016 | Q1 2017 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
U.S. Capital Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Amica Retiree Medical Trust | 2 | 2 | 2.45% | 2.58% | 2.71% | Q3 2016 | Q4 2016 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q4 2015 | 2 |
Values Added Financial LLC | 2 | 2 | 0.60% | 0.63% | 0.66% | Q2 2023 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 2 |
Stone Asset Management Inc. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Highland Financial Advisors, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q3 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
AGRAN LIBBIE | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2016 | Q2 2016 | 2 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 2 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 2 |
Slocum, Gordon & Co LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Advanced Asset Management Advisors Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 2 |
Frank, Rimerman Advisors LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
HAYS ADVISORY LLC | 2 | 2 | 6.40% | 6.68% | 6.96% | Q2 2018 | Q3 2018 | 2 |
Belvedere Advisors LLC | 2 | 2 | 1.17% | 1.24% | 1.32% | Q1 2019 | Q2 2019 | 2 |
Trexquant Investment LP | 2 | 2 | 0.02% | 0.07% | 0.12% | Q2 2020 | Q3 2020 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q4 2017 | 2 |
BREITER CAPITAL MANAGEMENT INC | 2 | 2 | 0.33% | 0.36% | 0.38% | Q2 2018 | Q3 2018 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kabarec Financial Advisors, Ltd. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.01% | 0.68% | 1.36% | Q2 2014 | Q4 2014 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AMICA MUTUAL INSURANCE CO | 2 | 2 | 2.44% | 2.56% | 2.68% | Q3 2016 | Q4 2016 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Robbins Farley | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Bell Bank | 1 | 1 | 0.02% | 0.06% | 0.09% | Q4 2022 | Q2 2023 | 2 |
WFA Asset Management Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 1 | 1 | 0.08% | 0.92% | 1.76% | Q4 2017 | Q4 2021 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Stuart Chaussee & Associates, Inc. | 2 | 2 | 0.28% | 0.29% | 0.29% | Q2 2019 | Q3 2019 | 2 |
Savant Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Waterloo Capital, L.P. | 2 | 2 | 0.06% | 0.08% | 0.10% | Q1 2023 | Q2 2023 | 2 |
PEAK6 Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 2 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2018 | 2 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q2 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 2 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 2 | 2 | 0.36% | 0.38% | 0.39% | Q1 2020 | Q2 2020 | 2 |
Moors & Cabot, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q1 2017 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Annex Advisory Services, LLC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q3 2013 | 2 |
Scarborough Advisors, LLC | 2 | 2 | 0.14% | 0.25% | 0.36% | Q4 2021 | Q1 2022 | 2 |
NTB Financial Corp | 2 | 2 | 0.14% | 0.15% | 0.15% | Q4 2021 | Q1 2022 | 2 |
MOLLER WEALTH PARTNERS | 1 | 1 | 0.19% | 0.21% | 0.24% | Q4 2015 | Q3 2016 | 2 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
ACCESS FINANCIAL SERVICES, INC. | 2 | 2 | 1.73% | 1.76% | 1.80% | Q1 2017 | Q2 2017 | 2 |
PEAK6 Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Paradigm Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Davis Capital Management | 2 | 2 | 2.00% | 2.10% | 2.20% | Q1 2020 | Q2 2020 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Carlson Capital Management | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Rather & Kittrell, Inc. | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.03% | 1.01% | 1.99% | Q1 2022 | Q2 2022 | 2 |
AMICA PENSION FUND BOARD OF TRUSTEES | 2 | 2 | 2.41% | 2.55% | 2.69% | Q3 2016 | Q4 2016 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 2 |
Alberta Investment Management Corp | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Barber Financial Group, Inc. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2015 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
XR Securities LLC | 2 | 2 | 0.03% | 0.07% | 0.11% | Q1 2020 | Q2 2020 | 2 |
Aprio Wealth Management, LLC | 2 | 2 | 0.98% | 1.09% | 1.20% | Q4 2019 | Q1 2020 | 2 |
Crow Point Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
EXCELSIA, INC. | 1 | 1 | 4.70% | 4.70% | 4.70% | Q1 2015 | Q1 2015 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ZRC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Vision Capital Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Rinkey Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
VANGUARD GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
HawsGoodwin Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Towercrest Capital Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2018 | Q2 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Berkshire Money Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2022 | Q2 2022 | 1 |
tru Independence LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
State of Alaska, Department of Revenue | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ING GROEP NV | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2019 | Q3 2019 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2015 | Q4 2015 | 1 |
S.C. Financial Services, Inc. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2022 | Q2 2022 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q4 2020 | Q4 2020 | 1 |
Anavon Capital LLP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2019 | Q4 2019 | 1 |
Stockman Wealth Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q1 2018 | 1 |
Veritable, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
InterOcean Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Arjuna Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Strategic Wealth Partners Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2018 | Q1 2018 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
STRATEGIC CAPITAL ADVISERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Lansing Street Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Aries Wealth Management | 1 | 1 | 3.31% | 3.31% | 3.31% | Q1 2022 | Q1 2022 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Hamilton Wealth, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
Main Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Pathway Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2019 | Q1 2019 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2020 | Q2 2020 | 1 |
Quantitative Investment Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
CUMBERLAND ADVISORS INC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q3 2013 | Q3 2013 | 1 |
Consilium Wealth Advisory, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Carlsbad Wealth Advisory Group, Inc. | 1 | 1 | 2.41% | 2.41% | 2.41% | Q2 2023 | Q2 2023 | 1 |
Opes Wealth Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Koss-Olinger Consulting, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 2.19% | 2.19% | 2.19% | Q2 2019 | Q2 2019 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capital Square, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2021 | Q2 2021 | 1 |
Jefferies Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Mirador Capital Partners LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Game Plan Financial Advisors, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2021 | Q1 2021 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Highland Private Wealth Management | 1 | 1 | 2.29% | 2.29% | 2.29% | Q4 2015 | Q4 2015 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
STRINGER ASSET MANAGEMENT, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2015 | Q4 2015 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
HOERTKORN RICHARD CHARLES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2022 | Q3 2022 | 1 |
Aberdeen Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Carter Financial Group, INC. | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2022 | Q1 2022 | 1 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Well Done, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Roof Eidam Maycock Peralta, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Prostatis Group LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2019 | Q4 2019 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2019 | Q4 2019 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2020 | Q2 2020 | 1 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
KWMG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2018 | Q4 2018 | 1 |
Trek Financial, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2022 | Q1 2022 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
DRW Securities, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
One Day In July LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Gordian Capital Singapore Pte Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2022 | Q1 2022 | 1 |
FORVIS Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 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 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 2.33% | 2.33% | 2.33% | Q4 2018 | Q4 2018 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
COWA, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Tatro Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Bridge Advisory, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2020 | Q4 2020 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Essex Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LifeGuide Financial Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q4 2023 | Q4 2023 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IAM Advisory, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2021 | Q2 2021 | 1 |
ETFIDEA, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Oak Asset Management, LLC | 1 | 1 | 3.73% | 3.73% | 3.73% | Q2 2022 | Q2 2022 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FOUNDERS BANK & TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Moran Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Trust Co | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
John W. Brooker & Co., CPAs | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Community Bank, N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2023 | Q1 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Scott & Selber, Inc. | 1 | 1 | 1.89% | 1.89% | 1.89% | Q4 2016 | Q4 2016 | 1 |
Corundum Group, Inc. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2018 | Q2 2018 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own SCHWAB STRATEGIC TR or have owned SCHWAB STRATEGIC TR in the past.