Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Charles Schwab Investment Advisory, Inc. | 42 | 42 | 0.61% | 2.76% | 7.12% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Waverly Advisors, LLC | 42 | 42 | 0.05% | 0.46% | 1.75% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Twele Capital Management, Inc. | 42 | 42 | 0.07% | 0.34% | 1.11% | Q2 2013 | Q3 2023 | 42 |
VISTA CAPITAL PARTNERS, INC. | 41 | 41 | 0.05% | 0.32% | 1.38% | Q2 2013 | Q2 2023 | 41 |
MORGAN STANLEY | 35 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 38 |
LPL Financial LLC | 32 | 5 | 0.00% | 0.03% | 0.47% | Q2 2013 | Q3 2023 | 37 |
Bangor Savings Bank | 37 | 37 | 0.13% | 0.80% | 2.21% | Q3 2014 | Q3 2023 | 37 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 37 |
ROYAL BANK OF CANADA | 32 | 1 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 37 |
OPTIMUM INVESTMENT ADVISORS | 29 | 7 | 0.00% | 0.09% | 0.22% | Q3 2013 | Q3 2022 | 36 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 36 | 36 | 0.16% | 0.77% | 1.63% | Q4 2014 | Q3 2023 | 36 |
Capital Directions Investment Advisors, LLC | 31 | 2 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 36 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 36 | 36 | 0.05% | 0.33% | 1.11% | Q4 2014 | Q3 2023 | 36 |
JUNCTURE WEALTH STRATEGIES, LLC | 36 | 36 | 0.19% | 2.54% | 5.47% | Q4 2014 | Q3 2023 | 36 |
Ifrah Financial Services, Inc. | 35 | 35 | 0.10% | 0.67% | 1.28% | Q4 2013 | Q2 2022 | 35 |
Courage Miller Partners, LLC | 34 | 34 | 0.09% | 0.71% | 1.84% | Q1 2015 | Q2 2023 | 34 |
UBS Group AG | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 33 | 33 | 0.00% | 0.11% | 0.46% | Q1 2014 | Q1 2022 | 33 |
Perigon Wealth Management, LLC | 19 | 1 | 0.01% | 0.29% | 0.68% | Q3 2011 | Q3 2023 | 33 |
Moisand Fitzgerald Tamayo, LLC | 32 | 32 | 2.12% | 3.54% | 5.73% | Q4 2015 | Q3 2023 | 32 |
Creative Planning | 19 | 2 | 0.00% | 0.01% | 0.10% | Q3 2014 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 28 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 32 |
Quantum Capital Management, LLC / NJ | 32 | 32 | 0.51% | 1.55% | 2.77% | Q4 2014 | Q3 2022 | 32 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
JANE STREET GROUP, LLC | 19 | 1 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q3 2023 | 31 |
Cambridge Investment Research Advisors, Inc. | 19 | 12 | 0.00% | 0.03% | 0.14% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Cetera Advisors LLC | 30 | 30 | 0.12% | 0.22% | 0.35% | Q2 2016 | Q3 2023 | 30 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
BerganKDV Wealth Management, LLC | 30 | 30 | 3.73% | 7.31% | 9.96% | Q1 2016 | Q2 2023 | 30 |
FINANCIAL CONSULATE, INC | 17 | 13 | 0.19% | 3.72% | 9.07% | Q4 2014 | Q3 2023 | 30 |
Pinnacle Advisory Group, Inc. | 23 | 2 | 0.02% | 0.79% | 8.10% | Q2 2013 | Q1 2021 | 30 |
Krilogy Financial LLC | 29 | 1 | 0.02% | 0.99% | 2.81% | Q3 2015 | Q1 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 29 |
Asset Management Group, Inc. | 29 | 29 | 0.10% | 0.18% | 0.27% | Q3 2016 | Q3 2023 | 29 |
Sequoia Financial Advisors, LLC | 29 | 29 | 0.23% | 0.71% | 1.68% | Q3 2016 | Q3 2023 | 29 |
FAS Wealth Partners, Inc. | 29 | 29 | 0.00% | 0.17% | 0.33% | Q3 2016 | Q3 2023 | 29 |
BANK OF MONTREAL /CAN/ | 27 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.02% | 0.54% | Q4 2015 | Q3 2023 | 29 |
STEEL GROVE CAPITAL ADVISORS, LLC | 28 | 28 | 0.04% | 0.10% | 0.33% | Q2 2015 | Q1 2022 | 28 |
Advisory Services Network, LLC | 22 | 2 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q1 2023 | 28 |
McAdam, LLC | 28 | 28 | 0.56% | 1.33% | 2.54% | Q4 2016 | Q3 2023 | 28 |
Tortoise Investment Management, LLC | 27 | 27 | 0.05% | 0.17% | 0.51% | Q1 2017 | Q3 2023 | 27 |
Freedom Investment Management, Inc. | 27 | 27 | 0.32% | 0.48% | 0.86% | Q1 2017 | Q3 2023 | 27 |
SignalPoint Asset Management, LLC | 27 | 27 | 0.36% | 0.65% | 1.37% | Q1 2017 | Q3 2023 | 27 |
Citadel Advisors | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 27 |
Anchor Investment Management, LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2023 | 26 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.35% | 0.58% | 0.97% | Q1 2017 | Q3 2023 | 26 |
RKL Wealth Management LLC | 26 | 26 | 0.16% | 0.66% | 1.08% | Q2 2017 | Q3 2023 | 26 |
Allworth Financial LP | 26 | 26 | 0.00% | 0.01% | 0.10% | Q2 2017 | Q3 2023 | 26 |
Versant Capital Management, Inc | 26 | 26 | 0.00% | 0.10% | 0.19% | Q3 2017 | Q4 2023 | 26 |
Financial Engines Advisors L.L.C. | 25 | 25 | 0.00% | 0.06% | 0.13% | Q3 2017 | Q3 2023 | 25 |
SALEM INVESTMENT COUNSELORS INC | 18 | 7 | 0.03% | 0.10% | 0.15% | Q3 2015 | Q3 2023 | 25 |
Transamerica Financial Advisors, Inc. | 9 | 1 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 25 |
FAGAN ASSOCIATES, INC. | 25 | 25 | 0.14% | 0.27% | 0.48% | Q3 2017 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.04% | 0.25% | Q3 2017 | Q3 2023 | 25 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 25 | 25 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 25 |
OneDigital Investment Advisors LLC | 16 | 9 | 0.00% | 0.02% | 0.12% | Q2 2017 | Q3 2023 | 25 |
AMERIPRISE FINANCIAL INC | 23 | 1 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 24 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 24 | 24 | 0.05% | 0.32% | 0.94% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.09% | 0.73% | Q4 2017 | Q3 2023 | 24 |
JMG Financial Group, Ltd. | 24 | 24 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Successful Portfolios LLC | 24 | 24 | 0.61% | 1.04% | 2.03% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.40% | 0.58% | 0.82% | Q4 2017 | Q3 2023 | 24 |
HighTower Advisors, LLC | 13 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 24 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Live Your Vision, LLC | 24 | 24 | 0.09% | 0.54% | 0.94% | Q2 2013 | Q1 2019 | 24 |
SYNOVUS FINANCIAL CORP | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2022 | 23 |
Ausdal Financial Partners, Inc. | 19 | 4 | 0.07% | 0.26% | 0.48% | Q3 2017 | Q3 2023 | 23 |
Valmark Advisers, Inc. | 23 | 23 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 23 |
CITIGROUP INC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 23 |
FormulaFolio Investments, LLC | 15 | 8 | 0.01% | 0.20% | 0.65% | Q4 2014 | Q4 2020 | 23 |
SFMG, LLC | 18 | 1 | 0.02% | 0.95% | 4.68% | Q3 2015 | Q2 2023 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 3 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 23 |
CreativeOne Wealth, LLC | 23 | 23 | 0.16% | 0.46% | 0.73% | Q1 2018 | Q3 2023 | 23 |
Whitegate Investment Counselors, Inc. | 22 | 22 | 0.17% | 0.29% | 0.48% | Q2 2016 | Q3 2021 | 22 |
SIGNATUREFD, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 22 |
Larson Financial Group LLC | 20 | 2 | 0.01% | 0.08% | 0.36% | Q4 2017 | Q3 2023 | 22 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12 | 10 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 22 |
Vision Capital Management, Inc. | 22 | 22 | 0.07% | 0.12% | 0.22% | Q1 2018 | Q2 2023 | 22 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 22 | 22 | 1.22% | 6.05% | 21.46% | Q4 2017 | Q1 2023 | 22 |
US BANCORP \DE\ | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
CWM, LLC | 11 | 1 | 0.00% | 0.01% | 0.18% | Q4 2013 | Q3 2023 | 22 |
IHT Wealth Management, LLC | 22 | 22 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Financial Management Professionals, Inc. | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
West Coast Financial LLC | 22 | 22 | 0.12% | 1.48% | 3.04% | Q2 2018 | Q3 2023 | 22 |
Roof Eidam Maycock Peralta, LLC | 21 | 21 | 0.24% | 1.96% | 8.57% | Q4 2015 | Q4 2020 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.09% | 0.50% | Q3 2018 | Q3 2023 | 21 |
MASSMUTUAL TRUST CO FSB/ADV | 16 | 1 | 0.00% | 0.11% | 0.64% | Q4 2017 | Q4 2023 | 21 |
Tradewinds Capital Management, LLC | 10 | 1 | 0.00% | 1.63% | 10.54% | Q1 2016 | Q3 2023 | 21 |
Parallel Advisors, LLC | 11 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 21 |
D.B. Root & Company, LLC | 21 | 21 | 0.26% | 0.80% | 1.35% | Q3 2018 | Q3 2023 | 21 |
RHS Financial, LLC | 20 | 20 | 0.75% | 2.55% | 4.70% | Q4 2018 | Q3 2023 | 20 |
SEGALL BRYANT & HAMILL, LLC | 13 | 7 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 20 |
TRAN CAPITAL MANAGEMENT, L.P. | 20 | 20 | 0.11% | 0.19% | 0.32% | Q4 2018 | Q3 2023 | 20 |
Cardan Capital Partners, LLC | 12 | 8 | 0.46% | 1.18% | 2.51% | Q4 2015 | Q4 2020 | 20 |
IndexIQ Advisors LLC | 17 | 3 | 0.01% | 0.34% | 0.82% | Q4 2016 | Q1 2022 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.54% | 1.40% | Q1 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q3 2022 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.09% | 0.43% | Q4 2018 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
JPMORGAN CHASE & CO | 16 | 1 | 0.00% | 0.04% | 0.12% | Q1 2017 | Q3 2023 | 20 |
Bartlett & Co. LLC | 8 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2023 | 20 |
PrairieView Partners, LLC | 19 | 19 | 0.08% | 0.19% | 0.40% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
WEALTHSOURCE PARTNERS, LLC | 18 | 1 | 0.02% | 0.30% | 1.62% | Q4 2016 | Q1 2022 | 19 |
FMR LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
STIFEL FINANCIAL CORP | 19 | 19 | 0.12% | 0.21% | 0.30% | Q1 2019 | Q3 2023 | 19 |
Diligent Investors, LLC | 19 | 19 | 0.12% | 1.42% | 2.38% | Q1 2019 | Q3 2023 | 19 |
COMERICA BANK | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2019 | 19 |
MCF Advisors LLC | 12 | 7 | 0.00% | 0.15% | 1.09% | Q4 2018 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.03% | 0.14% | 0.22% | Q1 2019 | Q3 2023 | 19 |
V Wealth Advisors LLC | 19 | 19 | 0.09% | 0.24% | 0.85% | Q1 2019 | Q3 2023 | 19 |
GREAT VALLEY ADVISOR GROUP, INC. | 18 | 1 | 0.02% | 0.06% | 0.53% | Q4 2018 | Q3 2023 | 19 |
Relaxing Retirement Coach | 19 | 19 | 0.10% | 2.19% | 3.95% | Q4 2017 | Q2 2022 | 19 |
Northwest Capital Management Inc | 10 | 9 | 0.26% | 3.77% | 13.82% | Q4 2018 | Q3 2023 | 19 |
STATE STREET CORP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
D. SCOTT NEAL, INC. | 18 | 18 | 0.00% | 0.47% | 0.98% | Q4 2013 | Q1 2018 | 18 |
FIRST NATIONAL TRUST CO | 18 | 18 | 0.04% | 0.32% | 0.67% | Q2 2019 | Q3 2023 | 18 |
Hanson & Doremus Investment Management | 18 | 18 | 0.02% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Frontier Wealth Management LLC | 18 | 18 | 0.33% | 0.86% | 1.94% | Q4 2014 | Q1 2019 | 18 |
FOSTER & MOTLEY INC | 18 | 18 | 0.56% | 1.58% | 2.02% | Q2 2019 | Q3 2023 | 18 |
BENJAMIN EDWARDS INC | 18 | 18 | 0.00% | 0.26% | 0.94% | Q2 2019 | Q3 2023 | 18 |
Janney Montgomery Scott LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 18 | 18 | 0.04% | 0.30% | 0.56% | Q4 2017 | Q1 2022 | 18 |
GenWealth Group, Inc. | 11 | 6 | 0.07% | 0.26% | 0.86% | Q3 2018 | Q3 2023 | 17 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 17 | 17 | 0.07% | 0.19% | 0.51% | Q3 2019 | Q3 2023 | 17 |
ASSETMARK, INC | 9 | 1 | 0.00% | 0.09% | 0.26% | Q2 2018 | Q3 2023 | 17 |
Ridgewood Investments LLC | 11 | 1 | 0.15% | 0.26% | 0.36% | Q2 2018 | Q3 2023 | 17 |
TrinityPoint Wealth, LLC | 17 | 17 | 0.04% | 0.45% | 0.97% | Q3 2019 | Q3 2023 | 17 |
WT Wealth Management | 17 | 17 | 0.24% | 1.39% | 2.44% | Q3 2019 | Q3 2023 | 17 |
Advisory Alpha, LLC | 11 | 2 | 0.00% | 0.22% | 0.49% | Q1 2017 | Q3 2023 | 16 |
Your Advocates Ltd., LLP | 16 | 16 | 4.02% | 17.06% | 25.85% | Q4 2019 | Q3 2023 | 16 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2017 | 16 |
Dynamic Advisor Solutions LLC | 14 | 2 | 0.02% | 0.07% | 0.16% | Q1 2018 | Q3 2023 | 16 |
Koshinski Asset Management, Inc. | 13 | 1 | 0.13% | 0.19% | 0.28% | Q3 2018 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 1.47% | 2.32% | 3.20% | Q4 2019 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 2 | 0.00% | 0.11% | 0.47% | Q1 2017 | Q3 2023 | 16 |
Savior LLC | 16 | 16 | 0.00% | 0.15% | 1.47% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Charles Schwab Trust Co | 10 | 6 | 0.04% | 1.21% | 5.24% | Q3 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Morningstar Investment Management LLC | 13 | 3 | 1.59% | 5.25% | 12.19% | Q2 2019 | Q3 2023 | 16 |
Avidian Wealth Solutions, LLC | 16 | 16 | 0.03% | 1.35% | 2.19% | Q4 2019 | Q3 2023 | 16 |
Opus Capital Group, LLC | 9 | 2 | 0.06% | 0.55% | 1.40% | Q3 2018 | Q3 2023 | 16 |
Vantage Investment Advisors, LLC | 11 | 5 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2018 | 16 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 16 | 16 | 0.39% | 0.61% | 0.85% | Q4 2019 | Q3 2023 | 16 |
ALESCO ADVISORS LLC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Parkside Financial Bank & Trust | 16 | 16 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2022 | 16 |
RAYMOND JAMES & ASSOCIATES | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 15 |
Greenline Partners, LLC | 15 | 15 | 0.00% | 1.01% | 3.86% | Q1 2020 | Q3 2023 | 15 |
BALLAST ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 15 |
HOWE & RUSLING INC | 13 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 15 |
MML INVESTORS SERVICES, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Invst, LLC | 15 | 15 | 0.11% | 2.64% | 7.12% | Q2 2017 | Q4 2020 | 15 |
DEUTSCHE BANK AG\ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 15 |
SYM FINANCIAL Corp | 15 | 15 | 0.00% | 0.18% | 0.37% | Q1 2020 | Q3 2023 | 15 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2012 | Q3 2023 | 15 |
BCS Wealth Management | 14 | 1 | 0.09% | 0.15% | 0.29% | Q4 2019 | Q3 2023 | 15 |
Center for Financial Planning, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 15 |
HC Advisors, LLC | 14 | 1 | 2.36% | 9.80% | 17.72% | Q4 2019 | Q3 2023 | 15 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 15 | 15 | 0.01% | 0.11% | 0.27% | Q1 2016 | Q3 2019 | 15 |
Morningstar Investment Services LLC | 15 | 15 | 0.08% | 0.20% | 0.25% | Q1 2020 | Q3 2023 | 15 |
SWS Partners | 5 | 1 | 2.87% | 4.29% | 5.48% | Q4 2017 | Q3 2023 | 15 |
Madison Asset Management, LLC | 11 | 4 | 0.01% | 0.62% | 1.88% | Q4 2019 | Q3 2023 | 15 |
Johnson Financial Group, LLC | 14 | 1 | 0.04% | 0.08% | 0.17% | Q4 2018 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.10% | 0.27% | 0.84% | Q4 2019 | Q3 2023 | 15 |
Peachtree Investment Partners, LLC | 12 | 3 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
Diversified Portfolios, Inc. | 8 | 7 | 0.14% | 0.29% | 0.46% | Q3 2019 | Q2 2023 | 15 |
NWK Group, Inc. | 8 | 7 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 15 |
FIRST MERCHANTS CORP | 14 | 14 | 0.05% | 0.33% | 0.83% | Q3 2019 | Q4 2022 | 14 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.04% | 0.38% | 2.36% | Q3 2018 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Almanack Investment Partners, LLC. | 14 | 14 | 0.04% | 2.00% | 12.84% | Q4 2018 | Q1 2022 | 14 |
55I, LLC | 14 | 14 | 0.70% | 2.82% | 6.43% | Q4 2018 | Q1 2022 | 14 |
Sargent Bickham Lagudis LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q4 2022 | 14 |
JFG Wealth Management, LLC | 14 | 14 | 0.14% | 0.19% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.03% | 0.16% | Q1 2020 | Q3 2023 | 14 |
FLC Capital Advisors | 10 | 4 | 0.14% | 3.41% | 8.70% | Q4 2018 | Q2 2023 | 14 |
Steward Partners Investment Advisory, LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
Slow Capital, Inc. | 12 | 1 | 0.00% | 0.51% | 0.95% | Q4 2017 | Q2 2021 | 13 |
HUNTINGTON NATIONAL BANK | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
WFA of San Diego, LLC | 11 | 2 | 0.02% | 0.29% | 0.65% | Q2 2020 | Q3 2023 | 13 |
Focused Wealth Management, Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 13 |
AE Wealth Management LLC | 12 | 1 | 0.00% | 0.05% | 0.14% | Q4 2019 | Q1 2023 | 13 |
STERLING INVESTMENT MANAGEMENT, LLC | 13 | 13 | 2.25% | 4.46% | 5.62% | Q1 2019 | Q1 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.03% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Marquette Asset Management, LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q1 2022 | 13 |
Hendershot Investments Inc. | 13 | 13 | 0.50% | 0.63% | 0.76% | Q3 2020 | Q3 2023 | 13 |
Allen Capital Group, LLC | 6 | 3 | 0.03% | 0.26% | 1.33% | Q4 2017 | Q3 2023 | 13 |
TRUST CO OF VERMONT | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 13 |
Investors Research Corp | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Brookstone Capital Management | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 13 |
OARSMAN CAPITAL, INC. | 13 | 13 | 0.10% | 0.16% | 0.22% | Q4 2014 | Q4 2017 | 13 |
Beacon Wealthcare, Inc | 13 | 13 | 1.16% | 5.57% | 11.55% | Q4 2017 | Q4 2020 | 13 |
PARK AVENUE SECURITIES LLC | 13 | 13 | 0.01% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Patten Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2018 | 13 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 0.48% | 1.15% | 2.82% | Q3 2020 | Q3 2023 | 13 |
Seascape Capital Management | 12 | 12 | 2.19% | 3.56% | 4.75% | Q4 2019 | Q3 2022 | 12 |
MinichMacGregor Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2018 | 12 |
MERITAGE PORTFOLIO MANAGEMENT | 12 | 12 | 0.05% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 0.12% | 0.19% | 0.52% | Q4 2020 | Q3 2023 | 12 |
WNY Asset Management, LLC | 12 | 12 | 0.16% | 2.18% | 13.22% | Q4 2020 | Q3 2023 | 12 |
Independent Advisor Alliance | 11 | 1 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q1 2022 | 12 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 12 | 12 | 0.08% | 4.55% | 12.51% | Q1 2016 | Q4 2018 | 12 |
Strategic Advisors LLC | 6 | 2 | 0.07% | 0.34% | 0.45% | Q4 2018 | Q1 2023 | 12 |
Swaine & Leidel Wealth Services, LLC | 10 | 1 | 0.56% | 2.02% | 8.76% | Q4 2018 | Q1 2022 | 12 |
Beacon Wealthcare LLC | 12 | 12 | 3.79% | 6.26% | 9.04% | Q1 2021 | Q4 2023 | 12 |
Advisor Group, Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 12 |
Asset Dedication, LLC | 8 | 1 | 0.00% | 0.32% | 1.19% | Q4 2015 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.15% | 1.11% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 8 | 4 | 0.00% | 0.05% | 0.13% | Q3 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 6 | 1 | 0.01% | 0.02% | 0.05% | Q3 2014 | Q4 2021 | 12 |
PRING TURNER CAPITAL GROUP INC | 12 | 12 | 0.27% | 5.62% | 9.00% | Q1 2016 | Q4 2018 | 12 |
Gradient Investments LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 12 |
Bedel Financial Consulting, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.46% | 1.20% | 2.02% | Q4 2020 | Q3 2023 | 12 |
ASSET PLANNING CORPORATION | 12 | 12 | 0.22% | 1.19% | 8.94% | Q4 2020 | Q3 2023 | 12 |
Oakwell Private Wealth Management, LLC | 12 | 12 | 2.30% | 3.05% | 3.68% | Q4 2020 | Q3 2023 | 12 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 12 | 12 | 0.23% | 0.28% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Cascade Investment Advisors, Inc. | 7 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q1 2023 | 12 |
ProVise Management Group, LLC | 6 | 1 | 0.04% | 0.30% | 0.59% | Q4 2014 | Q4 2021 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
Gemmer Asset Management LLC | 9 | 1 | 0.00% | 0.01% | 0.07% | Q2 2016 | Q1 2022 | 11 |
Mariner, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 11 |
Barrett Asset Management, LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2021 | 11 |
Integrated Wealth Concepts LLC | 11 | 11 | 0.02% | 0.06% | 0.18% | Q1 2021 | Q3 2023 | 11 |
PITTENGER & ANDERSON INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2017 | 11 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.10% | 0.14% | 0.19% | Q1 2021 | Q3 2023 | 11 |
DAVENPORT & Co LLC | 11 | 11 | 0.02% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 11 |
INSIGHT 2811, INC. | 11 | 11 | 0.12% | 9.80% | 27.69% | Q4 2020 | Q2 2023 | 11 |
Johnson Financial Group, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Blueprint Investment Partners LLC | 11 | 11 | 0.27% | 1.51% | 7.04% | Q4 2019 | Q2 2022 | 11 |
Rede Wealth, LLC | 11 | 11 | 0.11% | 0.66% | 1.36% | Q4 2020 | Q2 2023 | 11 |
Genesee Capital Advisors, LLC | 5 | 1 | 0.12% | 0.20% | 0.31% | Q1 2020 | Q1 2023 | 11 |
SVA Wealth Management, LLC | 11 | 11 | 0.06% | 0.18% | 0.41% | Q2 2018 | Q4 2020 | 11 |
Sowell Financial Services LLC | 8 | 2 | 0.04% | 0.08% | 0.11% | Q4 2018 | Q2 2021 | 10 |
Hudock, Inc. | 10 | 10 | 0.00% | 0.08% | 0.23% | Q4 2018 | Q1 2021 | 10 |
REDW Wealth LLC | 8 | 2 | 0.13% | 0.17% | 0.21% | Q4 2018 | Q1 2022 | 10 |
GeoWealth Management, LLC | 9 | 1 | 0.01% | 0.02% | 0.10% | Q3 2019 | Q1 2023 | 10 |
HORIZON FINANCIAL SERVICES, LLC | 10 | 10 | 0.37% | 0.57% | 0.78% | Q2 2021 | Q3 2023 | 10 |
MADISON INVESTMENT HOLDINGS INC | 10 | 10 | 0.39% | 1.35% | 2.63% | Q2 2017 | Q3 2019 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Act Two Investors LLC | 10 | 10 | 0.11% | 0.35% | 0.56% | Q1 2019 | Q2 2021 | 10 |
Key FInancial Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Friedenthal Financial | 10 | 10 | 0.21% | 0.68% | 1.88% | Q1 2014 | Q2 2016 | 10 |
Atria Investments, Inc | 9 | 1 | 0.01% | 0.09% | 0.22% | Q4 2016 | Q2 2019 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Apriem Advisors | 7 | 1 | 0.00% | 1.63% | 4.65% | Q3 2013 | Q2 2018 | 10 |
Disciplined Investments, LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q1 2022 | 10 |
Intersect Capital LLC | 10 | 10 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q4 2021 | 10 |
Madden Advisory Services, Inc. | 7 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2017 | 10 |
LVW Advisors, LLC | 10 | 10 | 0.04% | 0.86% | 1.72% | Q2 2018 | Q3 2020 | 10 |
Apella Capital, LLC | 7 | 3 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q4 2023 | 10 |
StrategIQ Financial Group, LLC | 8 | 2 | 0.06% | 0.14% | 0.20% | Q3 2016 | Q2 2019 | 10 |
Zhang Financial LLC | 10 | 10 | 0.02% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
MidWestOne Financial Group, Inc. | 6 | 4 | 0.11% | 0.61% | 1.35% | Q2 2019 | Q4 2021 | 10 |
Hexagon Capital Partners LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 10 |
ALBION FINANCIAL GROUP /UT | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 10 |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 9 | 9 | 0.12% | 0.18% | 0.44% | Q1 2020 | Q1 2022 | 9 |
Stearns Financial Services Group | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 2 | 0.03% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 9 |
Evanson Asset Management, LLC | 7 | 2 | 0.02% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 9 |
Archer Investment Corp | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Birchcreek Wealth Management, LLC | 9 | 9 | 0.41% | 0.55% | 0.70% | Q4 2020 | Q4 2022 | 9 |
Vista Private Wealth Partners. LLC | 5 | 1 | 0.15% | 0.20% | 0.26% | Q1 2018 | Q1 2021 | 9 |
Rice Partnership, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
SIMON QUICK ADVISORS, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q4 2020 | 9 |
Marshall Financial Group LLC | 5 | 4 | 2.30% | 2.99% | 3.78% | Q4 2020 | Q3 2023 | 9 |
SEI INVESTMENTS CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 9 |
Bank of New York Mellon Corp | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
Alliance Wealth Management Group | 7 | 2 | 0.41% | 3.01% | 4.51% | Q1 2016 | Q3 2018 | 9 |
Hilton Capital Management, LLC | 7 | 2 | 0.00% | 4.05% | 6.13% | Q4 2018 | Q3 2023 | 9 |
Vigilant Capital Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2021 | 9 |
Windham Capital Management, LLC | 9 | 9 | 0.05% | 0.26% | 1.91% | Q2 2020 | Q2 2022 | 9 |
Cordasco Financial Network | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Pacifica Partners Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 9 |
MEEDER ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 9 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 8 |
MFA WEALTH ADVISORS, LLC | 4 | 1 | 0.02% | 1.91% | 4.07% | Q4 2017 | Q1 2021 | 8 |
Lido Advisors, LLC | 7 | 1 | 0.01% | 0.03% | 0.11% | Q4 2018 | Q3 2023 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 8 | 8 | 0.01% | 0.06% | 0.11% | Q2 2019 | Q1 2021 | 8 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2023 | 8 |
Journey Advisory Group, LLC | 8 | 8 | 0.35% | 0.75% | 1.12% | Q4 2020 | Q3 2022 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Human Investing LLC | 8 | 8 | 0.01% | 0.14% | 0.32% | Q4 2018 | Q3 2020 | 8 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 8 |
Concord Wealth Partners | 8 | 8 | 0.06% | 0.85% | 2.71% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.03% | 0.43% | 0.74% | Q4 2021 | Q3 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.06% | 0.08% | 0.16% | Q1 2020 | Q4 2021 | 8 |
ATWOOD & PALMER INC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q2 2017 | 8 |
LifePlan Financial Group, Inc | 5 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2020 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 8 | 8 | 0.14% | 0.38% | 0.88% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.48% | 1.52% | Q3 2021 | Q3 2023 | 8 |
Secrest Blakey & Associates, LLC | 8 | 8 | 0.42% | 0.45% | 0.50% | Q4 2017 | Q3 2019 | 8 |
ETF Store, Inc. | 8 | 8 | 0.18% | 0.21% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.04% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.15% | 0.27% | 0.40% | Q4 2019 | Q3 2021 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Avion Wealth | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 4.26% | 5.13% | 6.04% | Q4 2021 | Q3 2023 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 0.16% | 0.26% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Financial Architects, Inc | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2018 | 8 |
VSR Financial Services, Inc. | 8 | 8 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q1 2016 | 8 |
Barden Capital Management, Inc. | 8 | 8 | 1.71% | 2.45% | 3.12% | Q4 2021 | Q3 2023 | 8 |
Beacon Pointe Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Lenox Wealth Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 8 |
WOLVERINE TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2019 | 8 |
McCarthy Grittinger Financial Group, LLC | 8 | 8 | 0.01% | 0.31% | 1.99% | Q4 2021 | Q3 2023 | 8 |
WBH ADVISORY INC | 4 | 3 | 0.04% | 0.53% | 1.12% | Q4 2021 | Q3 2023 | 7 |
Old North State Trust, LLC | 7 | 7 | 0.01% | 0.70% | 1.83% | Q4 2019 | Q2 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.11% | 0.16% | 0.22% | Q2 2020 | Q4 2021 | 7 |
Destination Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2023 | 7 |
Clear Perspectives Financial Planning, LLC | 7 | 7 | 0.00% | 1.31% | 5.75% | Q4 2020 | Q2 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Stonebridge Capital Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 5 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Cornerstone Wealth Advisors, Inc. | 6 | 1 | 0.61% | 9.79% | 12.16% | Q1 2021 | Q3 2023 | 7 |
BSW Wealth Partners | 6 | 1 | 0.10% | 0.18% | 0.60% | Q2 2017 | Q4 2022 | 7 |
Farmers & Merchants Trust Co of Long Beach | 7 | 7 | 0.06% | 0.06% | 0.09% | Q3 2021 | Q1 2023 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 7 |
MARYLAND CAPITAL ADVISORS INC. | 7 | 7 | 0.00% | 0.04% | 0.10% | Q4 2021 | Q2 2023 | 7 |
JNBA Financial Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 7 |
Peak Asset Management, LLC | 7 | 7 | 0.34% | 0.55% | 0.71% | Q1 2016 | Q3 2017 | 7 |
CVA Family Office, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
WestHill Financial Advisors, Inc. | 7 | 7 | 6.30% | 6.68% | 7.16% | Q1 2022 | Q3 2023 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.08% | 0.26% | 0.51% | Q1 2022 | Q3 2023 | 7 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q3 2014 | Q2 2017 | 7 |
JONES FINANCIAL COMPANIES LLLP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Clearstead Advisors, LLC | 4 | 1 | 0.00% | 0.18% | 0.64% | Q1 2020 | Q3 2023 | 7 |
SteelPeak Wealth, LLC | 7 | 7 | 0.03% | 0.30% | 1.80% | Q4 2019 | Q2 2021 | 7 |
MUFG Americas Holdings Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2022 | 7 |
AJ WEALTH STRATEGIES, LLC | 5 | 2 | 0.10% | 0.24% | 0.34% | Q4 2016 | Q4 2019 | 7 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.02% | 0.12% | Q2 2021 | Q3 2023 | 7 |
Kaizen Financial Strategies | 5 | 2 | 0.93% | 3.07% | 4.76% | Q4 2020 | Q3 2023 | 7 |
Empirical Asset Management, LLC | 7 | 7 | 0.21% | 1.39% | 2.10% | Q4 2021 | Q2 2023 | 7 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Litman Gregory Wealth Management LLC | 6 | 1 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q4 2021 | 7 |
Sonora Investment Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 6 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.10% | 0.18% | Q4 2015 | Q4 2020 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.07% | 0.15% | Q4 2019 | Q3 2023 | 6 |
West Oak Capital, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2016 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Stratos Wealth Advisors, LLC | 6 | 6 | 0.12% | 0.29% | 0.89% | Q2 2022 | Q3 2023 | 6 |
Hoover Financial Advisors, Inc. | 6 | 6 | 0.12% | 0.17% | 0.27% | Q1 2020 | Q2 2021 | 6 |
Vise Technologies, Inc. | 6 | 6 | 0.34% | 0.44% | 0.57% | Q2 2022 | Q3 2023 | 6 |
QCI ASSET MANAGEMENT INC/NY | 6 | 6 | 1.14% | 1.20% | 1.25% | Q2 2020 | Q3 2021 | 6 |
Abacus Planning Group, Inc. | 6 | 6 | 0.11% | 0.14% | 0.17% | Q3 2018 | Q4 2019 | 6 |
Spectrum Management Group, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2020 | 6 |
Worth Asset Management, LLC | 4 | 2 | 0.03% | 0.26% | 0.64% | Q1 2022 | Q3 2023 | 6 |
Riverwater Partners LLC | 6 | 6 | 0.43% | 0.86% | 1.56% | Q4 2021 | Q1 2023 | 6 |
Sound Income Strategies, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
Upper Left Wealth Management, LLC | 5 | 1 | 0.30% | 1.40% | 6.56% | Q4 2021 | Q3 2023 | 6 |
RFG Advisory, LLC | 2 | 1 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q2 2023 | 6 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.03% | 0.09% | Q3 2018 | Q2 2023 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
LBMC INVESTMENT ADVISORS, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Pathway Financial Advisors LLC | 6 | 6 | 0.07% | 0.09% | 0.13% | Q3 2018 | Q4 2019 | 6 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 6 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.03% | 0.89% | 3.27% | Q4 2012 | Q3 2023 | 6 |
Csenge Advisory Group | 6 | 6 | 0.09% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 1.40% | 2.43% | 3.72% | Q4 2015 | Q1 2017 | 6 |
LIBRA WEALTH LLC | 6 | 6 | 0.36% | 6.34% | 11.56% | Q2 2022 | Q3 2023 | 6 |
AlphaCore Capital LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 6 | 6 | 0.94% | 1.19% | 1.49% | Q2 2022 | Q3 2023 | 6 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 6 |
FC Advisory LLC | 6 | 6 | 0.13% | 0.16% | 0.18% | Q3 2022 | Q4 2023 | 6 |
Baird Financial Group, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 6 |
Moloney Securities Asset Management, LLC | 6 | 6 | 0.07% | 0.08% | 0.12% | Q4 2018 | Q1 2020 | 6 |
Manhattan West Asset Management, LLC | 6 | 6 | 0.61% | 0.65% | 0.72% | Q2 2022 | Q3 2023 | 6 |
AT Bancorp | 6 | 6 | 0.61% | 0.75% | 0.88% | Q4 2017 | Q1 2019 | 6 |
Passive Capital Management, LLC. | 6 | 6 | 1.64% | 2.09% | 2.44% | Q4 2021 | Q1 2023 | 6 |
Ancora Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Tennessee Valley Asset Management Partners | 5 | 5 | 0.25% | 0.27% | 0.30% | Q3 2022 | Q3 2023 | 5 |
Bison Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.00% | 0.03% | 0.05% | Q2 2015 | Q3 2019 | 5 |
Kathmere Capital Management, LLC | 5 | 5 | 0.03% | 1.15% | 3.09% | Q4 2019 | Q4 2020 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 5 |
Beaird Harris Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 5 |
Lindbrook Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Range Financial Group LLC | 5 | 5 | 0.27% | 0.33% | 0.36% | Q1 2021 | Q1 2022 | 5 |
Spectrum Asset Management, Inc. (NB/CA) | 5 | 5 | 0.12% | 0.97% | 4.18% | Q3 2022 | Q3 2023 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 5 |
Tidal Investments LLC | 3 | 1 | 0.32% | 2.45% | 9.80% | Q3 2020 | Q3 2023 | 5 |
Sigma Planning Corp | 4 | 1 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 5 |
Integrated Advisors Network LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
PAX Financial Group, LLC | 5 | 5 | 0.65% | 0.82% | 0.98% | Q3 2022 | Q3 2023 | 5 |
Inspire Advisors, LLC | 5 | 5 | 0.59% | 0.92% | 1.12% | Q3 2022 | Q3 2023 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.01% | 0.14% | 0.21% | Q1 2020 | Q1 2021 | 5 |
Savant Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 5 | 5 | 0.12% | 0.15% | 0.20% | Q2 2021 | Q2 2022 | 5 |
Stonehearth Capital Management, LLC | 5 | 5 | 0.12% | 0.20% | 0.27% | Q4 2020 | Q4 2021 | 5 |
Realta Investment Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 5 |
Bond & Devick Financial Network, Inc. | 5 | 5 | 0.19% | 0.22% | 0.29% | Q4 2020 | Q4 2021 | 5 |
WASHBURN CAPITAL MANAGEMENT, INC. | 5 | 5 | 1.91% | 2.25% | 2.51% | Q1 2020 | Q1 2021 | 5 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 1 | 0.00% | 2.73% | 13.19% | Q4 2014 | Q4 2018 | 5 |
CBIZ Investment Advisory Services, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Ellevest, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.00% | 0.05% | 0.14% | Q3 2022 | Q3 2023 | 5 |
People's United Financial, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2017 | 5 |
Donoghue Forlines LLC | 4 | 1 | 1.20% | 1.69% | 2.14% | Q1 2022 | Q3 2023 | 5 |
SVB Investment Services Inc. | 5 | 5 | 0.07% | 0.13% | 0.18% | Q4 2019 | Q4 2020 | 5 |
WASHINGTON TRUST BANK | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 5 |
TOMPKINS FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
Sandy Spring Bank | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
ICA Group Wealth Management, LLC | 5 | 5 | 0.01% | 0.09% | 0.15% | Q2 2022 | Q2 2023 | 5 |
Danda Trouve Investment Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
AlphaStar Capital Management, LLC | 4 | 4 | 0.94% | 1.49% | 1.83% | Q4 2022 | Q3 2023 | 4 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.05% | 0.11% | Q3 2017 | Q2 2019 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 0.18% | 0.23% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Providence Capital Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 4 |
RGT Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.03% | 0.07% | Q4 2021 | Q3 2022 | 4 |
Addison Advisors LLC | 4 | 4 | 0.00% | 0.05% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Bouchey Financial Group Ltd | 4 | 4 | 1.28% | 1.47% | 1.63% | Q4 2022 | Q3 2023 | 4 |
Empirical Finance, LLC | 2 | 1 | 0.47% | 0.99% | 1.96% | Q1 2018 | Q2 2020 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 4 |
First Capital Advisors Group, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Global Wealth Strategies & Associates | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.32% | 1.24% | Q1 2020 | Q1 2023 | 4 |
MONECO Advisors, LLC | 4 | 4 | 0.10% | 0.16% | 0.23% | Q1 2021 | Q4 2021 | 4 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Homrich & Berg | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Aptus Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Bluefin Trading, LLC | 3 | 1 | 0.02% | 0.12% | 0.26% | Q3 2013 | Q2 2015 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Valeo Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Family Investment Center, Inc. | 4 | 4 | 0.19% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2015 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q4 2022 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Redhawk Wealth Advisors, Inc. | 3 | 1 | 0.17% | 0.82% | 2.51% | Q4 2018 | Q1 2020 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q4 2020 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 4 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
St. Johns Investment Management Company, LLC | 4 | 4 | 0.22% | 0.23% | 0.25% | Q4 2016 | Q3 2017 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.04% | 0.08% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Arlington Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 4 |
Acropolis Investment Management, LLC | 4 | 4 | 0.01% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2017 | 4 |
IEQ CAPITAL, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Brinker Capital Investments, LLC | 4 | 4 | 0.09% | 0.18% | 0.24% | Q1 2022 | Q4 2022 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Baystate Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 4 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.27% | 0.50% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 1.80% | 3.15% | 3.70% | Q4 2022 | Q3 2023 | 4 |
MERIDIAN MANAGEMENT CO | 4 | 4 | 1.85% | 1.93% | 2.05% | Q4 2022 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Columbus Macro, LLC | 4 | 4 | 0.06% | 0.08% | 0.13% | Q1 2019 | Q4 2019 | 4 |
Simplicity Wealth,LLC | 4 | 4 | 0.38% | 0.50% | 0.63% | Q4 2021 | Q3 2022 | 4 |
Clean Yield Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 4 |
Certified Advisory Corp | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 4 |
CGN Advisors LLC | 4 | 4 | 0.60% | 0.61% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Buckingham Capital Management, Inc. | 4 | 4 | 0.53% | 0.80% | 0.91% | Q2 2019 | Q1 2020 | 4 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Compass Ion Advisors, LLC | 4 | 4 | 0.18% | 0.28% | 0.38% | Q4 2019 | Q3 2020 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Foster Group, Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Capital Wealth Planning, LLC | 3 | 1 | 0.05% | 0.10% | 0.16% | Q2 2017 | Q1 2020 | 4 |
Day & Ennis, LLC | 4 | 4 | 0.17% | 0.35% | 0.62% | Q4 2022 | Q3 2023 | 4 |
ACCESS FINANCIAL SERVICES, INC. | 3 | 1 | 0.19% | 14.09% | 20.19% | Q4 2016 | Q3 2018 | 4 |
HAZLETT, BURT & WATSON, INC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 4 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 4 |
WINTRUST INVESTMENTS LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.03% | 0.10% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Delta Investment Management, LLC | 3 | 1 | 0.06% | 0.10% | 0.13% | Q2 2021 | Q1 2023 | 4 |
MYECFO, LLC | 4 | 4 | 2.72% | 2.88% | 3.06% | Q4 2022 | Q3 2023 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.19% | 0.22% | 0.25% | Q2 2022 | Q1 2023 | 4 |
Asio Capital, LLC | 4 | 4 | 0.52% | 0.81% | 1.01% | Q4 2022 | Q3 2023 | 4 |
WHITTIER TRUST CO OF NEVADA INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Hilltop Partners LLC | 3 | 3 | 1.37% | 3.06% | 6.35% | Q1 2023 | Q3 2023 | 3 |
Laurel Wealth Advisors, Inc. | 2 | 1 | 0.02% | 0.39% | 0.74% | Q4 2019 | Q4 2021 | 3 |
Legacy Capital Partners, Inc. | 3 | 3 | 0.13% | 0.15% | 0.18% | Q1 2019 | Q3 2019 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 3 |
BRIGHTON JONES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Fiduciary Trust Co International of Pennsylvania | 2 | 1 | 0.40% | 0.53% | 0.72% | Q2 2019 | Q1 2020 | 3 |
Crosspoint Capital Strategies, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2015 | 3 |
Tuttle Capital Management, LLC | 3 | 3 | 0.74% | 1.42% | 2.16% | Q3 2014 | Q1 2015 | 3 |
Norway Savings Bank | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2017 | Q4 2017 | 3 |
Allegis Investment Advisors, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q4 2016 | Q2 2017 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q2 2021 | 3 |
AdvicePeriod, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.12% | 0.17% | 0.19% | Q3 2022 | Q1 2023 | 3 |
TrueWealth Advisors, LLC | 3 | 3 | 0.16% | 0.92% | 1.97% | Q4 2020 | Q2 2021 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
TCF National Bank | 3 | 3 | 0.10% | 0.12% | 0.13% | Q3 2020 | Q1 2021 | 3 |
Mendel Capital Management LLC | 3 | 3 | 0.35% | 0.81% | 1.12% | Q1 2023 | Q3 2023 | 3 |
VitalStone Financial, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Tri-Star Advisors Inc. | 3 | 3 | 0.24% | 0.24% | 0.25% | Q2 2022 | Q4 2022 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.32% | 0.35% | 0.39% | Q4 2020 | Q2 2021 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.08% | 0.15% | 0.27% | Q4 2018 | Q2 2019 | 3 |
Castleview Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Silicon Valley Capital Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Stokes Family Office, LLC | 3 | 3 | 0.77% | 1.06% | 1.26% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
MRA Associates USA LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Concert Wealth Management Inc. | 2 | 1 | 0.02% | 0.07% | 0.13% | Q3 2015 | Q3 2016 | 3 |
VOYA INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q1 2019 | 3 |
Towerpoint Wealth, LLC | 3 | 3 | 0.19% | 0.22% | 0.26% | Q2 2020 | Q4 2020 | 3 |
Knowledge Leaders Capital, LLC | 2 | 1 | 1.68% | 4.90% | 11.21% | Q2 2016 | Q4 2019 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 1.12% | 1.18% | 1.23% | Q4 2017 | Q4 2018 | 3 |
SILVERLAKE WEALTH MANAGEMENT LLC | 3 | 3 | 0.27% | 0.30% | 0.36% | Q1 2022 | Q3 2022 | 3 |
Milestone Investment Advisors LLC | 3 | 3 | 0.15% | 0.19% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Alliance LLC | 3 | 3 | 0.23% | 0.29% | 0.37% | Q4 2022 | Q2 2023 | 3 |
MONROE BANK & TRUST/MI | 3 | 3 | 0.39% | 8.89% | 22.64% | Q4 2018 | Q2 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
North Ridge Wealth Advisors, Inc. | 3 | 3 | 1.06% | 1.22% | 1.36% | Q1 2023 | Q3 2023 | 3 |
Kabarec Financial Advisors, Ltd. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.08% | 0.18% | Q2 2014 | Q4 2019 | 3 |
Glassman Wealth Services | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 3 |
H&H Retirement Design & Management INC | 3 | 3 | 0.51% | 1.26% | 1.76% | Q2 2022 | Q4 2022 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 0.21% | 0.23% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Horan Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Bridge Advisory, LLC | 3 | 3 | 0.23% | 0.30% | 0.44% | Q2 2022 | Q4 2022 | 3 |
Financial & Tax Architects, LLC | 2 | 1 | 0.64% | 0.78% | 0.87% | Q3 2021 | Q2 2023 | 3 |
UBS AG | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Betterment LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
QUADRANT CAPITAL GROUP LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 3 |
Trek Financial, LLC | 3 | 3 | 0.08% | 0.91% | 2.04% | Q4 2018 | Q2 2019 | 3 |
Newbridge Financial Services Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q2 2022 | 3 |
Garde Capital, Inc. | 3 | 3 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q2 2018 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 3 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 3 |
USAdvisors Wealth Management, LLC | 3 | 3 | 1.59% | 12.14% | 33.20% | Q2 2019 | Q4 2019 | 3 |
WEST PACES ADVISORS INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q4 2017 | Q2 2018 | 3 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Leading Edge Financial Planning LLC | 3 | 3 | 0.13% | 0.17% | 0.20% | Q4 2022 | Q2 2023 | 3 |
WHITTIER TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
Sierra Capital LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 3 |
WealthCare Investment Partners, LLC | 3 | 3 | 0.47% | 1.23% | 1.70% | Q1 2023 | Q3 2023 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 3 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 3 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Joseph P. Lucia & Associates, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
KilterHowling LLC | 1 | 1 | 3.86% | 9.55% | 15.25% | Q4 2021 | Q4 2022 | 2 |
Capital Advisory Group Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
WASHINGTON TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Accurate Wealth Management, LLC | 2 | 2 | 0.02% | 0.06% | 0.09% | Q3 2022 | Q4 2022 | 2 |
Hedeker Wealth, LLC | 2 | 2 | 1.52% | 2.04% | 2.55% | Q2 2020 | Q3 2020 | 2 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 2 |
LBA Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q4 2019 | 2 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
WOLFF WIESE MAGANA LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Argentus Capital Management, LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q3 2015 | Q3 2016 | 2 |
Second Half Financial Partners, LLC | 2 | 2 | 0.67% | 0.67% | 0.67% | Q1 2022 | Q2 2022 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q3 2013 | 2 |
Wellspring Financial Advisors, LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q4 2022 | Q1 2023 | 2 |
Vishria Bird Financial Group, LLC | 2 | 2 | 1.14% | 1.55% | 1.97% | Q3 2019 | Q4 2019 | 2 |
ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
MGO ONE SEVEN LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2021 | 2 |
Ford Financial Group, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2022 | Q4 2022 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Miracle Mile Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Mendota Financial Group, LLC | 2 | 2 | 0.01% | 0.27% | 0.53% | Q2 2023 | Q3 2023 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Field & Main Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Autus Asset Management, LLC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q2 2013 | Q3 2013 | 2 |
Trutina Financial LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q1 2014 | 2 |
Lehman & Derafelo Financial Resources LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Triumph Capital Management | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2021 | Q4 2021 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.05% | 0.08% | 0.12% | Q2 2022 | Q4 2022 | 2 |
Towercrest Capital Management | 2 | 2 | 1.94% | 1.99% | 2.04% | Q2 2018 | Q3 2018 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.06% | 0.13% | Q4 2015 | Q3 2016 | 2 |
Empowered Funds, LLC | 1 | 1 | 0.14% | 0.93% | 1.72% | Q2 2020 | Q2 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.08% | 0.10% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Wealthsimple US, Ltd. | 2 | 2 | 2.44% | 2.46% | 2.48% | Q1 2020 | Q2 2020 | 2 |
HCR Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
PROVENCE WEALTH MANAGEMENT GROUP | 2 | 2 | 0.12% | 0.26% | 0.39% | Q2 2023 | Q3 2023 | 2 |
Diversified Investment Strategies, LLC | 2 | 2 | 0.28% | 0.29% | 0.29% | Q1 2017 | Q2 2017 | 2 |
Inspire Investing, LLC | 2 | 2 | 0.36% | 0.36% | 0.36% | Q3 2022 | Q4 2022 | 2 |
tru Independence LLC | 1 | 1 | 0.97% | 1.30% | 1.63% | Q4 2019 | Q3 2020 | 2 |
COMMERCE BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.09% | 0.18% | 0.26% | Q4 2022 | Q1 2023 | 2 |
WESBANCO BANK INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
ADVOCATE GROUP LLC | 2 | 2 | 0.27% | 0.29% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2020 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 2 | 2 | 9.62% | 10.03% | 10.43% | Q2 2019 | Q3 2019 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2019 | Q3 2019 | 2 |
Antonetti Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2010 | Q3 2021 | 2 |
Intelligence Driven Advisers, LLC | 2 | 2 | 2.34% | 2.43% | 2.52% | Q2 2023 | Q3 2023 | 2 |
Armbruster Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Santori & Peters, Inc. | 2 | 2 | 0.22% | 0.25% | 0.28% | Q4 2017 | Q1 2018 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
LOCKERMAN FINANCIAL GROUP, INC. | 2 | 2 | 0.69% | 0.71% | 0.73% | Q2 2023 | Q3 2023 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 2 |
JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Bristlecone Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Financial Advantage, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2020 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lansing Street Advisors | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.97% | 2.81% | 4.64% | Q2 2017 | Q1 2020 | 2 |
Balboa Wealth Partners | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q2 2023 | 2 |
RDA Financial Network | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2022 | Q3 2022 | 2 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
QUANTUM CAPITAL MANAGEMENT | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q1 2021 | 2 |
Rosenberg Matthew Hamilton | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sage Mountain Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Dorsey & Whitney Trust CO LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
SENTINEL PENSION ADVISORS INC | 2 | 2 | 0.44% | 0.47% | 0.49% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Vident Investment Advisory, LLC | 2 | 2 | 0.07% | 0.21% | 0.36% | Q1 2023 | Q2 2023 | 2 |
FIDUCIARY TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
25 LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Western Wealth Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 2 |
Carnegie Capital Asset Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Stegent Equity Advisors, Inc. | 2 | 2 | 0.76% | 0.80% | 0.84% | Q2 2022 | Q3 2022 | 2 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Dakota Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2020 | Q4 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 3.42% | 3.42% | 3.42% | Q4 2020 | Q4 2020 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2020 | Q4 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Sonoma Private Wealth LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2023 | Q1 2023 | 1 |
Truepoint, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EA Series Trust | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
INTREPID CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Arjuna Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WC Walker & Associates, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Heron Bay Capital Management | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Clarity Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Modus Advisors, LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q4 2023 | Q4 2023 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Tatro Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Sonora Investment Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
New Hampshire Trust | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Members Advisory Group LLC | 1 | 1 | 9.60% | 9.60% | 9.60% | Q4 2021 | Q4 2021 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Simmons Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
FutureAdvisor, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
Element Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q1 2020 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
FundX Investment Group, LLC | 1 | 1 | 6.83% | 6.83% | 6.83% | Q2 2020 | Q2 2020 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
GSB Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
FOUNDERS BANK & TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2020 | Q1 2020 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GPM Growth Investors, Inc. | 1 | 1 | 3.20% | 3.20% | 3.20% | Q4 2019 | Q4 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Firestone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Atlas Wealth Partners, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2023 | Q2 2023 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Verdad Advisers, LP | 1 | 1 | 23.99% | 23.99% | 23.99% | Q1 2022 | Q1 2022 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ZRC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Founders Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Econ Financial Services Corp | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Willis Johnson & Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TriaGen Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q3 2023 | Q3 2023 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 1.15% | 1.15% | 1.15% | Q2 2020 | Q2 2020 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
F3Logic, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Advisor OS, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q2 2020 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Financial Consulate Inc. | 1 | 1 | 3.61% | 3.61% | 3.61% | Q2 2021 | Q2 2021 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
River Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
9258 Wealth Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2019 | Q3 2019 | 1 |
External links
This page lists all the filers that currently own SCHWAB STRATEGIC TR or have owned SCHWAB STRATEGIC TR in the past.