Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 63 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 42 |
ALESCO ADVISORS LLC | 42 | 42 | 0.04% | 1.44% | 4.74% | Q2 2013 | Q3 2023 | 42 |
SignalPoint Asset Management, LLC | 42 | 42 | 0.14% | 0.26% | 0.58% | Q2 2013 | Q3 2023 | 42 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.09% | 0.36% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42 | 42 | 0.04% | 1.22% | 7.09% | Q2 2013 | Q3 2023 | 42 |
Charles Schwab Investment Advisory, Inc. | 42 | 42 | 0.09% | 3.60% | 12.57% | Q2 2013 | Q3 2023 | 42 |
VISTA CAPITAL PARTNERS, INC. | 42 | 42 | 0.04% | 0.22% | 0.56% | Q2 2013 | Q3 2023 | 42 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 42 | 42 | 0.02% | 0.28% | 2.17% | Q2 2013 | Q3 2023 | 42 |
Bangor Savings Bank | 23 | 18 | 0.00% | 0.16% | 0.32% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Callahan Advisors, LLC | 41 | 41 | 0.04% | 0.29% | 1.08% | Q2 2013 | Q2 2023 | 41 |
MORGAN STANLEY | 40 | 40 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Invesco Ltd. | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
ROYAL BANK OF CANADA | 35 | 5 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
CITIGROUP INC | 37 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 39 | 0.01% | 0.46% | 1.36% | Q1 2014 | Q3 2023 | 39 |
Private Ocean, LLC | 38 | 38 | 0.00% | 0.03% | 0.62% | Q2 2014 | Q3 2023 | 38 |
Horrell Capital Management, Inc. | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
LPL Financial LLC | 38 | 38 | 0.00% | 0.03% | 0.07% | Q2 2014 | Q3 2023 | 38 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 37 | 37 | 0.02% | 0.07% | 0.11% | Q3 2014 | Q3 2023 | 37 |
Private Advisor Group, LLC | 36 | 36 | 0.00% | 0.12% | 0.21% | Q4 2014 | Q3 2023 | 37 |
Sensible Financial Planning & Management, LLC. | 37 | 37 | 1.43% | 5.38% | 18.50% | Q3 2014 | Q3 2023 | 37 |
Perigon Wealth Management, LLC | 19 | 4 | 0.01% | 0.13% | 0.40% | Q4 2013 | Q3 2023 | 37 |
Cambridge Investment Research Advisors, Inc. | 37 | 37 | 0.01% | 0.07% | 0.13% | Q3 2014 | Q3 2023 | 37 |
ROCKY MOUNTAIN ADVISERS, LLC | 36 | 36 | 0.72% | 2.60% | 4.56% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.04% | 0.14% | Q4 2014 | Q3 2023 | 36 |
Brinker Capital Investments, LLC | 36 | 36 | 0.01% | 0.23% | 1.19% | Q2 2013 | Q1 2022 | 36 |
Ifrah Financial Services, Inc. | 36 | 36 | 0.10% | 1.24% | 2.25% | Q4 2013 | Q3 2022 | 36 |
FOSTER & MOTLEY INC | 36 | 36 | 0.05% | 1.69% | 2.82% | Q4 2014 | Q3 2023 | 36 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 36 | 36 | 0.27% | 1.29% | 2.27% | Q4 2014 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 14 | 0.00% | 0.16% | 0.52% | Q2 2013 | Q3 2023 | 35 |
Kingfisher Capital LLC | 22 | 13 | 0.08% | 1.65% | 3.05% | Q2 2013 | Q1 2022 | 35 |
Advisory Services Network, LLC | 27 | 7 | 0.01% | 0.06% | 0.13% | Q1 2015 | Q3 2023 | 34 |
AMERIPRISE FINANCIAL INC | 28 | 6 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 34 |
Asset Management Group, Inc. | 33 | 33 | 0.24% | 1.96% | 3.49% | Q3 2015 | Q3 2023 | 33 |
STEEL GROVE CAPITAL ADVISORS, LLC | 32 | 32 | 0.03% | 0.08% | 0.18% | Q2 2015 | Q1 2023 | 32 |
Gradient Investments LLC | 32 | 32 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 32 |
Friedenthal Financial | 32 | 32 | 0.37% | 1.72% | 6.28% | Q4 2015 | Q3 2023 | 32 |
Allworth Financial LP | 21 | 11 | 0.00% | 0.02% | 0.14% | Q3 2014 | Q3 2023 | 32 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Burt Wealth Advisors | 31 | 31 | 0.08% | 4.45% | 7.66% | Q4 2014 | Q2 2022 | 31 |
GOLDMAN SACHS GROUP INC | 13 | 1 | 0.00% | 0.01% | 0.06% | Q2 2012 | Q3 2023 | 31 |
Avior Wealth Management, LLC | 25 | 6 | 0.17% | 1.03% | 1.27% | Q4 2015 | Q3 2023 | 31 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 8 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 31 |
BlackRock Inc. | 30 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
Creative Planning | 23 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 31 |
Capital Investment Advisors, LLC | 31 | 31 | 0.01% | 0.07% | 0.69% | Q2 2016 | Q4 2023 | 31 |
Allianz Asset Management GmbH | 13 | 7 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q3 2023 | 30 |
Morningstar Investment Services LLC | 30 | 30 | 0.19% | 0.64% | 1.12% | Q2 2016 | Q3 2023 | 30 |
Cambridge Advisors Inc. | 30 | 30 | 0.09% | 0.23% | 0.38% | Q2 2016 | Q3 2023 | 30 |
Curbstone Financial Management Corp | 29 | 29 | 0.19% | 0.89% | 1.50% | Q4 2016 | Q4 2023 | 29 |
VOYA INVESTMENT MANAGEMENT LLC | 23 | 6 | 0.01% | 0.42% | 1.46% | Q2 2016 | Q3 2023 | 29 |
US BANCORP \DE\ | 25 | 1 | 0.00% | 0.30% | 0.62% | Q4 2015 | Q3 2023 | 29 |
Pure Financial Advisors, LLC | 22 | 7 | 0.11% | 0.77% | 1.65% | Q1 2016 | Q4 2023 | 29 |
Sigma Planning Corp | 27 | 2 | 0.02% | 0.06% | 0.15% | Q2 2016 | Q3 2023 | 29 |
FIFTH THIRD BANCORP | 27 | 1 | 0.00% | 0.16% | 0.55% | Q1 2015 | Q3 2023 | 29 |
Rock Point Advisors, LLC | 29 | 29 | 0.09% | 0.12% | 0.17% | Q3 2016 | Q3 2023 | 29 |
SigFig Wealth Management, LLC | 28 | 28 | 0.04% | 0.42% | 2.11% | Q4 2016 | Q3 2023 | 28 |
Ausdal Financial Partners, Inc. | 27 | 1 | 0.02% | 0.36% | 0.58% | Q4 2015 | Q3 2023 | 28 |
ProVise Management Group, LLC | 27 | 1 | 0.02% | 0.08% | 0.54% | Q2 2013 | Q3 2023 | 28 |
Vigilant Capital Management, LLC | 28 | 28 | 0.00% | 0.24% | 1.09% | Q3 2016 | Q2 2023 | 28 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 28 |
THOMPSON SIEGEL & WALMSLEY LLC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Gilbert & Cook, Inc. | 28 | 28 | 0.35% | 3.23% | 5.47% | Q4 2016 | Q3 2023 | 28 |
Newman Dignan & Sheerar, Inc. | 28 | 28 | 0.01% | 0.17% | 2.22% | Q2 2016 | Q1 2023 | 28 |
Anchor Investment Management, LLC | 28 | 28 | 0.02% | 0.68% | 1.74% | Q1 2017 | Q4 2023 | 28 |
Asset Dedication, LLC | 22 | 1 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 28 |
McAdam, LLC | 28 | 28 | 0.20% | 0.95% | 1.88% | Q4 2016 | Q3 2023 | 28 |
Financial Architects, Inc | 21 | 1 | 0.00% | 0.07% | 0.32% | Q3 2013 | Q2 2023 | 28 |
PNC FINANCIAL SERVICES GROUP, INC. | 27 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 28 |
ASSETMARK, INC | 28 | 28 | 0.00% | 0.17% | 0.62% | Q4 2016 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.02% | 0.69% | 1.71% | Q4 2016 | Q3 2023 | 28 |
BlueSky Wealth Advisors, LLC | 28 | 28 | 2.04% | 4.67% | 7.82% | Q4 2016 | Q3 2023 | 28 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 22 | 1 | 0.01% | 0.19% | 0.66% | Q2 2013 | Q2 2021 | 28 |
Roundview Capital LLC | 28 | 28 | 0.04% | 0.38% | 0.51% | Q4 2016 | Q3 2023 | 28 |
HighTower Advisors, LLC | 28 | 28 | 0.00% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Cetera Advisors LLC | 27 | 27 | 0.02% | 0.05% | 0.14% | Q1 2017 | Q3 2023 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 1 | 0.00% | 0.03% | 0.13% | Q1 2015 | Q3 2023 | 27 |
JPMORGAN CHASE & CO | 26 | 1 | 0.00% | 0.07% | 0.15% | Q1 2015 | Q3 2023 | 27 |
EXENCIAL WEALTH ADVISORS, LLC | 19 | 8 | 0.09% | 0.22% | 0.39% | Q4 2016 | Q3 2023 | 27 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 27 | 27 | 0.00% | 2.91% | 10.49% | Q1 2017 | Q3 2023 | 27 |
Kohmann Bosshard Financial Services, LLC | 25 | 2 | 1.52% | 3.10% | 5.21% | Q4 2016 | Q3 2023 | 27 |
Cetera Advisor Networks LLC | 27 | 27 | 0.01% | 0.03% | 0.09% | Q1 2017 | Q3 2023 | 27 |
3D ASSET MANAGEMENT, INC | 27 | 27 | 0.07% | 0.33% | 4.30% | Q2 2013 | Q4 2019 | 27 |
BFSG, LLC | 27 | 27 | 1.08% | 1.93% | 3.13% | Q1 2017 | Q3 2023 | 27 |
Atria Investments, Inc | 14 | 2 | 0.02% | 0.09% | 0.34% | Q2 2013 | Q3 2023 | 27 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 13 | 0.03% | 0.76% | 3.55% | Q4 2016 | Q3 2023 | 27 |
FAGAN ASSOCIATES, INC. | 27 | 27 | 0.27% | 0.76% | 1.74% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.05% | 0.16% | Q4 2016 | Q3 2023 | 27 |
CABOT WEALTH MANAGEMENT INC | 27 | 27 | 0.03% | 0.13% | 0.26% | Q4 2016 | Q2 2023 | 27 |
FC Advisory LLC | 27 | 27 | 1.15% | 2.12% | 3.67% | Q2 2017 | Q4 2023 | 27 |
Patriot Financial Group Insurance Agency, LLC | 27 | 27 | 0.00% | 0.05% | 0.24% | Q4 2016 | Q2 2023 | 27 |
Capital Directions Investment Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 26 |
Moisand Fitzgerald Tamayo, LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 26 |
Advisory Alpha, LLC | 11 | 2 | 0.00% | 1.20% | 3.49% | Q2 2016 | Q3 2023 | 26 |
Alpha Omega Wealth Management LLC | 15 | 11 | 0.00% | 0.29% | 0.71% | Q4 2016 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.00% | 0.05% | 0.22% | Q2 2017 | Q3 2023 | 26 |
Cambria Investment Management, L.P. | 24 | 1 | 0.05% | 0.84% | 2.99% | Q4 2014 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.03% | 0.09% | 0.15% | Q2 2017 | Q3 2023 | 26 |
Continuum Advisory, LLC | 22 | 4 | 0.10% | 0.36% | 0.75% | Q1 2017 | Q3 2023 | 26 |
B. Riley Wealth Advisors, Inc. | 25 | 1 | 0.03% | 0.07% | 0.17% | Q2 2016 | Q3 2023 | 26 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2022 | 25 |
NWAM LLC | 15 | 1 | 0.03% | 0.09% | 0.14% | Q4 2015 | Q3 2022 | 25 |
WEALTHSOURCE PARTNERS, LLC | 13 | 12 | 0.02% | 0.25% | 1.54% | Q4 2016 | Q3 2023 | 25 |
Garde Capital, Inc. | 25 | 25 | 0.04% | 0.26% | 0.92% | Q2 2014 | Q2 2020 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
RAYMOND JAMES & ASSOCIATES | 24 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 25 |
TRUIST FINANCIAL CORP | 25 | 25 | 0.00% | 0.04% | 0.10% | Q3 2017 | Q3 2023 | 25 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 21 | 1 | 0.01% | 0.07% | 0.16% | Q1 2017 | Q3 2023 | 25 |
Koshinski Asset Management, Inc. | 23 | 2 | 0.05% | 0.13% | 0.28% | Q2 2017 | Q3 2023 | 25 |
JMG Financial Group, Ltd. | 24 | 1 | 0.03% | 0.27% | 0.52% | Q1 2017 | Q3 2023 | 25 |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 25 | 25 | 0.38% | 2.05% | 16.98% | Q3 2017 | Q3 2023 | 25 |
Portfolio Solutions, LLC | 24 | 1 | 0.02% | 0.26% | 1.72% | Q4 2015 | Q3 2022 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.00% | 0.74% | 2.84% | Q3 2017 | Q3 2023 | 25 |
COMERICA BANK | 24 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 25 |
Peak Financial Management, Inc. | 25 | 25 | 1.04% | 3.86% | 4.76% | Q3 2017 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.02% | 0.10% | Q1 2015 | Q3 2023 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Transamerica Financial Advisors, Inc. | 15 | 1 | 0.00% | 0.16% | 0.54% | Q2 2015 | Q3 2023 | 24 |
Lutz Financial Services LLC | 24 | 24 | 0.82% | 3.83% | 6.19% | Q4 2017 | Q3 2023 | 24 |
Larson Financial Group LLC | 24 | 24 | 0.01% | 0.12% | 0.33% | Q4 2017 | Q3 2023 | 24 |
Litman Gregory Wealth Management LLC | 22 | 2 | 0.01% | 2.26% | 7.68% | Q3 2017 | Q3 2023 | 24 |
Raymond James Financial Services Advisors, Inc. | 24 | 24 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Tortoise Investment Management, LLC | 24 | 24 | 0.03% | 0.55% | 1.29% | Q4 2017 | Q3 2023 | 24 |
BRIGHTON JONES LLC | 24 | 24 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 24 |
AlphaStar Capital Management, LLC | 15 | 9 | 0.05% | 0.60% | 1.85% | Q3 2017 | Q3 2023 | 24 |
Almanack Investment Partners, LLC. | 12 | 3 | 0.05% | 2.00% | 9.09% | Q4 2016 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.10% | 0.20% | 0.35% | Q4 2017 | Q3 2023 | 24 |
Gradient Capital Advisors, LLC | 24 | 24 | 0.24% | 0.38% | 0.55% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Valmark Advisers, Inc. | 24 | 24 | 0.01% | 0.08% | 0.24% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.04% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Bigelow Investment Advisors, LLC | 24 | 24 | 0.33% | 0.62% | 0.98% | Q4 2017 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.39% | 0.98% | 1.82% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.24% | 1.06% | 2.31% | Q4 2017 | Q3 2023 | 24 |
CENTRAL TRUST Co | 24 | 24 | 0.00% | 0.88% | 3.15% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.07% | 0.20% | 0.42% | Q4 2017 | Q3 2023 | 24 |
STIFEL FINANCIAL CORP | 16 | 8 | 0.00% | 0.02% | 0.10% | Q3 2017 | Q3 2023 | 24 |
Ironsides Asset Advisors, LLC | 18 | 6 | 0.13% | 0.54% | 1.27% | Q2 2017 | Q2 2023 | 24 |
LVW Advisors, LLC | 24 | 24 | 0.11% | 5.29% | 8.83% | Q4 2017 | Q3 2023 | 24 |
C M BIDWELL & ASSOCIATES LTD | 23 | 23 | 0.62% | 1.10% | 2.33% | Q1 2018 | Q3 2023 | 23 |
Kingsview Wealth Management, LLC | 17 | 6 | 0.06% | 0.10% | 0.15% | Q4 2017 | Q3 2023 | 23 |
Advisors Asset Management, Inc. | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Capital Investment Advisory Services, LLC | 23 | 23 | 0.00% | 0.04% | 0.23% | Q1 2018 | Q3 2023 | 23 |
FIRST MERCHANTS CORP | 18 | 5 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q2 2023 | 23 |
Mengis Capital Management, Inc. | 20 | 3 | 0.08% | 0.46% | 0.82% | Q3 2017 | Q3 2023 | 23 |
CreativeOne Wealth, LLC | 23 | 23 | 0.18% | 0.40% | 0.65% | Q1 2018 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 20 | 3 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 23 |
Parkside Financial Bank & Trust | 22 | 1 | 0.01% | 0.06% | 0.08% | Q3 2017 | Q2 2023 | 23 |
LINCOLN CAPITAL CORP | 23 | 23 | 0.14% | 5.19% | 9.35% | Q4 2016 | Q2 2022 | 23 |
Perkins Coie Trust Co | 22 | 22 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q1 2019 | 22 |
Steward Partners Investment Advisory, LLC | 22 | 22 | 0.00% | 0.10% | 0.21% | Q2 2018 | Q3 2023 | 22 |
Sargent Bickham Lagudis LLC | 21 | 1 | 0.00% | 0.20% | 1.12% | Q1 2017 | Q4 2022 | 22 |
Frontier Wealth Management LLC | 18 | 1 | 0.02% | 0.72% | 1.95% | Q4 2014 | Q2 2021 | 22 |
Castle Rock Wealth Management, LLC | 18 | 4 | 0.25% | 0.69% | 1.80% | Q4 2017 | Q3 2023 | 22 |
Heritage Wealth Advisors | 11 | 5 | 0.04% | 1.75% | 4.26% | Q4 2013 | Q3 2023 | 22 |
FDx Advisors, Inc. | 11 | 11 | 0.01% | 0.19% | 0.42% | Q4 2016 | Q3 2023 | 22 |
WealthPLAN Partners, LLC | 15 | 2 | 0.00% | 0.11% | 0.37% | Q2 2016 | Q4 2023 | 22 |
IMA Wealth, Inc. | 22 | 22 | 0.01% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Financial Management Professionals, Inc. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
AVITY INVESTMENT MANAGEMENT INC. | 22 | 22 | 0.03% | 0.04% | 0.08% | Q2 2014 | Q3 2019 | 22 |
Arlington Financial Advisors, LLC | 22 | 22 | 0.13% | 0.28% | 0.38% | Q2 2018 | Q3 2023 | 22 |
WEIK CAPITAL MANAGEMENT | 14 | 8 | 0.12% | 0.53% | 0.81% | Q1 2018 | Q3 2023 | 22 |
CWM, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 22 |
Successful Portfolios LLC | 22 | 22 | 0.20% | 0.63% | 1.13% | Q4 2017 | Q1 2023 | 22 |
Live Your Vision, LLC | 22 | 22 | 0.04% | 0.26% | 0.36% | Q4 2013 | Q1 2019 | 22 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
SIGNATUREFD, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 21 |
Carmichael Hill & Associates, Inc. | 17 | 4 | 0.03% | 0.23% | 0.37% | Q4 2017 | Q3 2023 | 21 |
CLEAR INVESTMENT RESEARCH, LLC | 21 | 21 | 0.01% | 0.24% | 1.00% | Q3 2018 | Q3 2023 | 21 |
NEXT Financial Group, Inc | 16 | 5 | 0.00% | 0.05% | 0.41% | Q3 2016 | Q4 2021 | 21 |
S&T BANK/PA | 12 | 9 | 0.03% | 0.07% | 0.13% | Q2 2017 | Q3 2022 | 21 |
Geneos Wealth Management Inc. | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
Avidian Wealth Solutions, LLC | 15 | 6 | 0.08% | 1.42% | 10.73% | Q1 2017 | Q3 2023 | 21 |
Resource Planning Group | 21 | 21 | 5.48% | 6.77% | 9.08% | Q3 2018 | Q3 2023 | 21 |
Janney Montgomery Scott LLC | 17 | 4 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.02% | 0.06% | 0.12% | Q3 2018 | Q3 2023 | 21 |
GenTrust, LLC | 20 | 1 | 0.03% | 0.22% | 0.84% | Q1 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Bank of New York Mellon Corp | 20 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 21 |
GAMBLE JONES INVESTMENT COUNSEL | 21 | 21 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q4 2022 | 21 |
FIRST NATIONAL CORP /MA/ /ADV | 20 | 20 | 0.26% | 0.69% | 2.38% | Q4 2018 | Q3 2023 | 20 |
AE Wealth Management LLC | 18 | 2 | 0.03% | 0.18% | 0.42% | Q2 2017 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.29% | 0.50% | 0.87% | Q4 2015 | Q3 2020 | 20 |
Hudock, Inc. | 18 | 2 | 0.02% | 0.27% | 1.58% | Q3 2017 | Q3 2022 | 20 |
MFA WEALTH ADVISORS, LLC | 20 | 20 | 0.09% | 2.53% | 5.94% | Q4 2017 | Q3 2022 | 20 |
FINANCIAL LIFE ADVISORS | 20 | 20 | 0.56% | 3.59% | 8.88% | Q4 2017 | Q3 2022 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.07% | 0.12% | 0.23% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.06% | 0.17% | 0.27% | Q4 2018 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 0.21% | 0.39% | 0.50% | Q4 2018 | Q3 2023 | 20 |
ALPS ADVISORS INC | 20 | 20 | 0.01% | 0.05% | 0.13% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.08% | Q4 2017 | Q3 2022 | 20 |
RHS Financial, LLC | 20 | 20 | 0.41% | 1.73% | 4.43% | Q4 2018 | Q3 2023 | 20 |
Hardy Reed LLC | 20 | 20 | 0.06% | 0.13% | 0.25% | Q4 2018 | Q3 2023 | 20 |
Dynamic Advisor Solutions LLC | 19 | 1 | 0.05% | 0.15% | 0.26% | Q2 2018 | Q3 2023 | 20 |
MARSHALL FINANCIAL GROUP INC /ADV | 20 | 20 | 6.82% | 8.70% | 12.39% | Q4 2018 | Q3 2023 | 20 |
D.A. DAVIDSON & CO. | 18 | 2 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q2 2023 | 20 |
STEPHENS INC /AR/ | 20 | 20 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q2 2023 | 20 |
Krilogy Financial LLC | 9 | 1 | 0.01% | 0.02% | 0.06% | Q3 2015 | Q1 2023 | 20 |
TRAN CAPITAL MANAGEMENT, L.P. | 20 | 20 | 0.12% | 0.19% | 0.31% | Q4 2018 | Q3 2023 | 20 |
WEALTHFRONT Corp | 19 | 19 | 0.18% | 0.31% | 0.43% | Q1 2014 | Q3 2018 | 19 |
Formidable Asset Management, LLC | 14 | 2 | 0.12% | 0.43% | 1.14% | Q2 2017 | Q3 2023 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 3 | 0.01% | 0.04% | 0.29% | Q4 2018 | Q3 2023 | 19 |
MGO ONE SEVEN LLC | 19 | 19 | 0.02% | 0.36% | 1.21% | Q1 2019 | Q3 2023 | 19 |
Fund Evaluation Group, LLC | 19 | 19 | 3.39% | 5.79% | 8.43% | Q1 2019 | Q3 2023 | 19 |
Slow Capital, Inc. | 19 | 19 | 0.20% | 0.51% | 0.79% | Q1 2018 | Q3 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 1.91% | 2.84% | 3.55% | Q1 2019 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.49% | 1.22% | 3.54% | Q3 2018 | Q3 2023 | 19 |
IFG Advisory, LLC | 11 | 8 | 0.04% | 0.41% | 1.01% | Q1 2018 | Q3 2023 | 19 |
CAPITAL WEALTH MANAGEMENT, LLC | 19 | 19 | 0.28% | 1.06% | 1.60% | Q2 2018 | Q4 2022 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 15 | 4 | 5.21% | 6.78% | 8.42% | Q1 2018 | Q3 2023 | 19 |
Sandy Spring Bank | 9 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 19 |
Ameritas Investment Partners, Inc. | 9 | 3 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 19 |
Zhang Financial LLC | 19 | 19 | 0.11% | 0.35% | 0.72% | Q4 2018 | Q2 2023 | 19 |
Stokes Capital Advisors, LLC | 18 | 18 | 0.07% | 0.56% | 0.90% | Q1 2019 | Q2 2023 | 18 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 18 |
FINANCIAL CONSULATE, INC | 18 | 18 | 0.18% | 0.35% | 0.73% | Q4 2014 | Q1 2019 | 18 |
One Capital Management, LLC | 13 | 5 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q4 2022 | 18 |
Matrix Trust Co | 18 | 18 | 1.74% | 5.25% | 8.80% | Q2 2019 | Q3 2023 | 18 |
ATLAS CAPITAL ADVISORS LLC | 14 | 1 | 0.04% | 0.16% | 0.30% | Q1 2018 | Q3 2023 | 18 |
Kovitz Investment Group Partners, LLC | 17 | 1 | 0.03% | 0.09% | 0.21% | Q1 2019 | Q3 2023 | 18 |
Pinnacle Advisory Group, Inc. | 18 | 18 | 0.12% | 1.83% | 3.60% | Q4 2016 | Q1 2021 | 18 |
Focused Wealth Management, Inc | 15 | 3 | 0.02% | 3.52% | 6.42% | Q1 2018 | Q3 2023 | 18 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 7 | 0.09% | 0.16% | 0.20% | Q1 2019 | Q3 2023 | 18 |
REILLY FINANCIAL ADVISORS, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2021 | 18 |
M&T BANK CORP | 9 | 1 | 0.00% | 0.13% | 0.28% | Q1 2016 | Q4 2022 | 18 |
Financial Gravity Asset Management, Inc. | 12 | 1 | 0.00% | 0.07% | 0.19% | Q3 2018 | Q3 2023 | 18 |
VALLEY NATIONAL ADVISERS INC | 16 | 2 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q4 2022 | 18 |
Savant Capital, LLC | 18 | 18 | 0.11% | 0.32% | 0.60% | Q2 2019 | Q3 2023 | 18 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 2 | 0.00% | 0.05% | 0.16% | Q2 2018 | Q3 2023 | 17 |
Allen Capital Group, LLC | 12 | 2 | 0.08% | 1.31% | 1.86% | Q2 2018 | Q3 2023 | 17 |
Ruggie Capital Group | 13 | 4 | 0.13% | 0.92% | 2.12% | Q4 2014 | Q1 2019 | 17 |
Charles Schwab Trust Co | 17 | 17 | 0.14% | 2.31% | 7.29% | Q3 2019 | Q3 2023 | 17 |
Relative Value Partners Group, LLC | 11 | 6 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q3 2020 | 17 |
ALTFEST L J & CO INC | 11 | 1 | 0.07% | 0.88% | 2.90% | Q1 2018 | Q3 2023 | 17 |
SVB WEALTH LLC | 17 | 17 | 0.01% | 0.05% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Mosaic Financial Partners, Inc. | 17 | 17 | 0.38% | 1.45% | 1.87% | Q2 2014 | Q2 2018 | 17 |
WT Wealth Management | 17 | 17 | 0.19% | 0.37% | 1.12% | Q3 2019 | Q3 2023 | 17 |
Apollon Wealth Management, LLC | 9 | 8 | 0.02% | 0.69% | 2.99% | Q1 2019 | Q3 2023 | 17 |
Hanson & Doremus Investment Management | 7 | 2 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 17 |
TCI Wealth Advisors, Inc. | 11 | 6 | 0.00% | 0.02% | 0.14% | Q4 2017 | Q1 2023 | 17 |
VALICENTI ADVISORY SERVICES INC | 11 | 6 | 0.08% | 0.67% | 1.34% | Q2 2017 | Q3 2022 | 17 |
Whitegate Investment Counselors, Inc. | 17 | 17 | 0.05% | 0.07% | 0.09% | Q3 2017 | Q3 2021 | 17 |
Baldrige Asset Management LLC | 17 | 17 | 0.84% | 1.08% | 1.44% | Q1 2019 | Q1 2023 | 17 |
TrinityPoint Wealth, LLC | 17 | 17 | 0.70% | 0.95% | 1.44% | Q3 2019 | Q3 2023 | 17 |
ASSOCIATED BANC-CORP | 17 | 17 | 0.02% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 17 |
Waverly Advisors, LLC | 17 | 17 | 0.09% | 0.16% | 0.31% | Q2 2013 | Q2 2017 | 17 |
Pflug Koory, LLC | 17 | 17 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Clarkston Capital Partners, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 15 | 1 | 0.00% | 0.01% | 0.06% | Q2 2019 | Q3 2023 | 16 |
Cedar Wealth Management, LLC | 16 | 16 | 0.00% | 0.12% | 0.48% | Q4 2018 | Q3 2022 | 16 |
NextCapital Advisers, Inc. | 16 | 16 | 2.83% | 3.72% | 4.33% | Q3 2018 | Q2 2022 | 16 |
Carolina Wealth Advisors, LLC | 16 | 16 | 8.92% | 10.83% | 15.81% | Q4 2019 | Q3 2023 | 16 |
WHITTIER TRUST CO | 15 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 16 |
Aviance Capital Partners, LLC | 16 | 16 | 0.36% | 0.98% | 1.36% | Q4 2019 | Q3 2023 | 16 |
BOK Financial Private Wealth, Inc. | 15 | 1 | 0.04% | 0.10% | 0.34% | Q4 2014 | Q4 2018 | 16 |
MONETA GROUP INVESTMENT ADVISORS LLC | 15 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 16 |
Columbus Macro, LLC | 11 | 5 | 0.66% | 2.53% | 3.64% | Q1 2018 | Q3 2023 | 16 |
Fortis Capital Management LLC | 16 | 16 | 0.52% | 1.60% | 2.84% | Q4 2019 | Q3 2023 | 16 |
MOODY NATIONAL BANK TRUST DIVISION | 16 | 16 | 0.05% | 0.10% | 0.30% | Q4 2018 | Q3 2022 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.02% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Strategic Financial Services, Inc, | 7 | 4 | 0.04% | 0.43% | 1.61% | Q4 2016 | Q3 2023 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.06% | 0.25% | 0.44% | Q4 2019 | Q3 2023 | 16 |
Cordant, Inc. | 16 | 16 | 0.02% | 0.37% | 0.70% | Q4 2019 | Q3 2023 | 16 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 16 | 16 | 0.10% | 0.26% | 0.45% | Q4 2019 | Q3 2023 | 16 |
Marotta Asset Management | 13 | 3 | 2.53% | 3.55% | 5.07% | Q4 2019 | Q4 2023 | 16 |
Alaska Permanent Capital Management | 16 | 16 | 0.63% | 1.08% | 1.82% | Q1 2018 | Q4 2021 | 16 |
Strategic Financial Planning, Inc. | 16 | 16 | 0.88% | 1.34% | 1.87% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Savior LLC | 16 | 16 | 0.00% | 0.04% | 0.12% | Q4 2019 | Q3 2023 | 16 |
1492 Capital Management LLC | 11 | 4 | 0.13% | 0.23% | 0.31% | Q2 2017 | Q4 2021 | 15 |
ARBOR TRUST WEALTH ADVISORS, LLC | 15 | 15 | 0.50% | 3.03% | 4.57% | Q4 2019 | Q2 2023 | 15 |
Sowell Financial Services LLC | 10 | 5 | 0.01% | 0.06% | 0.15% | Q3 2019 | Q3 2023 | 15 |
CORRADO ADVISORS, LLC | 15 | 15 | 1.38% | 3.61% | 7.38% | Q1 2020 | Q3 2023 | 15 |
Reitz Capital Advisors LLC | 10 | 5 | 0.40% | 4.67% | 21.92% | Q4 2018 | Q2 2023 | 15 |
Verde Capital Management | 15 | 15 | 0.14% | 1.18% | 2.40% | Q1 2020 | Q3 2023 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 1.17% | 2.57% | 3.30% | Q4 2019 | Q3 2023 | 15 |
Pinnacle Bancorp, Inc. | 15 | 15 | 0.09% | 0.31% | 0.44% | Q1 2020 | Q3 2023 | 15 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
Retirement Group, LLC | 14 | 1 | 0.31% | 0.58% | 1.22% | Q4 2019 | Q3 2023 | 15 |
Boston Trust Walden Corp | 10 | 5 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q4 2022 | 15 |
Willow Creek Wealth Management Inc. | 15 | 15 | 0.24% | 1.67% | 2.56% | Q1 2020 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 14 | 1 | 0.00% | 0.01% | 0.16% | Q4 2018 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 15 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 14 | 1 | 0.12% | 0.23% | 0.32% | Q4 2019 | Q3 2023 | 15 |
Integrated Wealth Concepts LLC | 9 | 3 | 0.01% | 0.09% | 0.23% | Q1 2018 | Q3 2023 | 15 |
Financial Advocates Investment Management | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2022 | 15 |
Aprio Wealth Management, LLC | 10 | 5 | 0.13% | 0.31% | 0.81% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
MCF Advisors LLC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2019 | 15 |
Patten Group, Inc. | 15 | 15 | 0.08% | 0.13% | 0.18% | Q2 2015 | Q4 2018 | 15 |
Capital Asset Advisory Services LLC | 11 | 4 | 0.00% | 0.05% | 0.18% | Q4 2019 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.22% | 0.43% | Q1 2020 | Q3 2023 | 15 |
HC Advisors, LLC | 14 | 1 | 3.40% | 4.93% | 7.14% | Q4 2019 | Q3 2023 | 15 |
Richard Bernstein Advisors LLC | 15 | 15 | 0.00% | 2.54% | 14.53% | Q4 2016 | Q2 2020 | 15 |
Signet Investment Advisory Group, Inc. | 12 | 3 | 0.28% | 4.13% | 6.10% | Q2 2019 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Bogart Wealth, LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
Tradewinds Capital Management, LLC | 12 | 1 | 0.00% | 1.42% | 7.53% | Q2 2015 | Q1 2023 | 14 |
First Horizon Advisors, Inc. | 8 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
BBVA USA Bancshares, Inc. | 14 | 14 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q1 2021 | 14 |
Elmwood Wealth Management, Inc. | 6 | 2 | 0.40% | 0.97% | 1.59% | Q3 2018 | Q3 2022 | 14 |
Renaissance Technologies | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q1 2023 | 14 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 14 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 14 |
Cubic Asset Management, LLC | 14 | 14 | 0.09% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Resonant Capital Advisors, LLC | 14 | 14 | 0.71% | 0.85% | 1.11% | Q2 2020 | Q3 2023 | 14 |
Gray Wealth Management Inc. | 9 | 5 | 0.10% | 0.30% | 0.76% | Q1 2020 | Q3 2023 | 14 |
Landmark Financial Advisors, LLC | 10 | 4 | 0.16% | 0.67% | 1.25% | Q4 2015 | Q1 2020 | 14 |
Mariner, LLC | 11 | 1 | 0.01% | 0.02% | 0.10% | Q4 2018 | Q3 2023 | 14 |
IHT Wealth Management, LLC | 7 | 1 | 0.00% | 0.06% | 0.19% | Q4 2016 | Q3 2023 | 14 |
HORAN CAPITAL MANAGEMENT | 11 | 3 | 0.36% | 1.52% | 2.11% | Q2 2017 | Q4 2020 | 14 |
Morningstar Investment Management LLC | 14 | 14 | 1.96% | 3.44% | 5.13% | Q4 2018 | Q1 2022 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Global Wealth Management Investment Advisory, Inc. | 12 | 2 | 0.00% | 0.61% | 1.41% | Q3 2019 | Q3 2023 | 14 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 14 | 14 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q3 2020 | 14 |
HOWE & RUSLING INC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 14 |
Foothills Asset Management, Ltd. | 14 | 14 | 0.58% | 1.55% | 2.22% | Q4 2016 | Q1 2020 | 14 |
Blueprint Investment Partners LLC | 14 | 14 | 0.26% | 0.92% | 1.89% | Q4 2019 | Q1 2023 | 14 |
CATALYST PRIVATE WEALTH, LLC | 14 | 14 | 0.30% | 0.70% | 1.98% | Q3 2020 | Q4 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.00% | 0.38% | 0.79% | Q1 2020 | Q2 2023 | 14 |
Pinkerton Retirement Specialists, LLC | 14 | 14 | 0.11% | 0.19% | 0.29% | Q2 2020 | Q3 2023 | 14 |
HUNTINGTON NATIONAL BANK | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 14 |
Selective Wealth Management, Inc. | 14 | 14 | 0.01% | 0.10% | 0.26% | Q3 2019 | Q4 2022 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 1 | 0.00% | 0.10% | 0.21% | Q1 2020 | Q3 2023 | 14 |
MUFG Americas Holdings Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2022 | 14 |
Wagner Wealth Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 13 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 13 | 13 | 0.33% | 2.09% | 2.91% | Q3 2020 | Q3 2023 | 13 |
VALENTINE VENTURES LLC | 9 | 4 | 0.78% | 0.93% | 1.13% | Q4 2014 | Q3 2019 | 13 |
Summit Global Investments | 11 | 1 | 0.03% | 0.09% | 0.56% | Q4 2016 | Q3 2023 | 13 |
BAR HARBOR TRUST SERVICES | 13 | 13 | 0.13% | 0.18% | 0.23% | Q2 2013 | Q2 2016 | 13 |
Wealthspire Advisors, LLC | 12 | 1 | 0.19% | 0.25% | 0.33% | Q1 2020 | Q3 2023 | 13 |
Investors Research Corp | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
CUTLER INVESTMENT COUNSEL LLC | 6 | 3 | 0.06% | 0.95% | 2.33% | Q1 2016 | Q3 2023 | 13 |
NATIXIS | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 13 |
CAPE COD FIVE CENTS SAVINGS BANK | 13 | 13 | 1.14% | 1.76% | 2.20% | Q3 2020 | Q3 2023 | 13 |
Prism Advisors, Inc. | 12 | 1 | 0.10% | 0.14% | 0.17% | Q2 2020 | Q3 2023 | 13 |
Modus Advisors, LLC | 13 | 13 | 0.11% | 2.11% | 2.97% | Q4 2019 | Q4 2022 | 13 |
Cetera Investment Advisers | 13 | 13 | 0.02% | 0.16% | 0.25% | Q3 2020 | Q3 2023 | 13 |
Jackson Creek Investment Advisors LLC | 13 | 13 | 0.23% | 0.61% | 1.02% | Q3 2020 | Q3 2023 | 13 |
Financial Strategies Group, Inc. | 13 | 13 | 0.11% | 3.68% | 5.00% | Q2 2020 | Q2 2023 | 13 |
FinTrust Capital Advisors, LLC | 13 | 13 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Addison Capital Co | 13 | 13 | 0.19% | 0.24% | 0.30% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
First Allied Advisory Services, Inc. | 13 | 13 | 0.01% | 0.19% | 0.45% | Q3 2017 | Q3 2020 | 13 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2022 | 13 |
Parsec Financial Management, Inc. | 13 | 13 | 0.10% | 0.26% | 0.75% | Q1 2020 | Q1 2023 | 13 |
Rosenberg Matthew Hamilton | 13 | 13 | 0.08% | 0.20% | 0.54% | Q1 2020 | Q1 2023 | 13 |
SYNOVUS FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 13 |
Bedel Financial Consulting, Inc. | 13 | 13 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q2 2021 | 13 |
BALLAST ADVISORS LLC | 13 | 13 | 0.00% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Bison Wealth, LLC | 11 | 2 | 0.01% | 0.06% | 0.22% | Q3 2015 | Q2 2022 | 13 |
Prime Capital Investment Advisors, LLC | 10 | 1 | 0.00% | 0.17% | 0.67% | Q2 2018 | Q3 2023 | 13 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.09% | 0.48% | 1.17% | Q3 2016 | Q3 2023 | 13 |
Apriem Advisors | 8 | 5 | 0.00% | 0.64% | 2.48% | Q2 2013 | Q2 2017 | 13 |
Invst, LLC | 13 | 13 | 0.67% | 1.49% | 3.03% | Q2 2017 | Q2 2020 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
PATHSTONE FAMILY OFFICE, LLC | 11 | 2 | 0.01% | 0.03% | 0.11% | Q1 2020 | Q2 2023 | 13 |
WFA of San Diego, LLC | 11 | 2 | 0.02% | 0.53% | 0.94% | Q2 2020 | Q3 2023 | 13 |
Beacon Pointe Advisors, LLC | 13 | 13 | 0.02% | 1.13% | 2.87% | Q3 2020 | Q3 2023 | 13 |
Baird Financial Group, Inc. | 11 | 2 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q4 2022 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.01% | 0.07% | 0.68% | Q4 2015 | Q1 2021 | 13 |
CRA Financial Services, LLC | 13 | 13 | 0.06% | 0.17% | 0.36% | Q4 2018 | Q4 2021 | 13 |
Jentner Corp | 12 | 12 | 0.33% | 0.35% | 0.38% | Q4 2016 | Q3 2019 | 12 |
Prairiewood Capital, LLC | 12 | 12 | 2.80% | 3.25% | 3.97% | Q4 2020 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.16% | 0.53% | 0.82% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.06% | 0.36% | 0.69% | Q4 2020 | Q3 2023 | 12 |
VPR Management LLC | 12 | 12 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Latitude Advisors, LLC | 12 | 12 | 0.12% | 0.32% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Aptus Capital Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 12 |
OLD NATIONAL BANCORP /IN/ | 7 | 5 | 0.01% | 0.11% | 0.33% | Q1 2018 | Q3 2023 | 12 |
Founders Financial Alliance, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Citizens National Bank Trust Department | 12 | 12 | 0.09% | 0.83% | 1.83% | Q4 2020 | Q3 2023 | 12 |
Solitude Financial Services | 12 | 12 | 1.53% | 3.32% | 5.67% | Q4 2020 | Q3 2023 | 12 |
Temasek Holdings (Private) Ltd | 10 | 2 | 0.21% | 1.06% | 3.08% | Q3 2020 | Q3 2023 | 12 |
IRON Financial LLC | 11 | 1 | 2.00% | 4.63% | 5.44% | Q2 2020 | Q3 2023 | 12 |
Heron Bay Capital Management | 12 | 12 | 0.07% | 0.19% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Cerity Partners LLC | 12 | 12 | 0.11% | 0.33% | 0.77% | Q4 2020 | Q3 2023 | 12 |
American Financial Advisors, LLC | 12 | 12 | 0.12% | 2.10% | 4.52% | Q4 2020 | Q3 2023 | 12 |
Founders Capital Management | 11 | 1 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q4 2023 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.06% | 0.16% | 0.28% | Q4 2019 | Q3 2023 | 12 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 12 | 12 | 0.19% | 0.44% | 0.87% | Q4 2020 | Q3 2023 | 12 |
NinePointTwo Capital LLC | 12 | 12 | 14.96% | 37.58% | 55.49% | Q4 2020 | Q3 2023 | 12 |
GeoWealth Management, LLC | 7 | 2 | 0.03% | 0.15% | 0.36% | Q3 2019 | Q3 2023 | 12 |
Vantage Investment Advisors, LLC | 7 | 5 | 0.00% | 2.30% | 7.09% | Q4 2013 | Q3 2018 | 12 |
SAGE FINANCIAL GROUP INC | 12 | 12 | 1.42% | 2.09% | 2.69% | Q4 2020 | Q3 2023 | 12 |
JBJ Investment Partners, LLC | 12 | 12 | 2.57% | 3.79% | 4.36% | Q1 2019 | Q4 2021 | 12 |
High Note Wealth, LLC | 12 | 12 | 1.03% | 2.14% | 3.72% | Q4 2020 | Q3 2023 | 12 |
Adams Wealth Management | 12 | 12 | 0.80% | 1.63% | 2.37% | Q1 2020 | Q4 2022 | 12 |
Belmont Capital, LLC | 7 | 5 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.10% | 0.50% | 3.62% | Q4 2020 | Q3 2023 | 12 |
Aspire Private Capital, LLC | 8 | 4 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q1 2023 | 12 |
Oder Investment Management, LLC | 12 | 12 | 0.67% | 0.88% | 1.04% | Q4 2020 | Q3 2023 | 12 |
American Trust Investment Advisors, LLC | 12 | 12 | 1.17% | 2.09% | 2.56% | Q4 2020 | Q3 2023 | 12 |
SHEETS SMITH WEALTH MANAGEMENT | 12 | 12 | 0.16% | 0.24% | 0.39% | Q4 2020 | Q3 2023 | 12 |
FormulaFolio Investments, LLC | 12 | 12 | 0.01% | 0.35% | 0.80% | Q3 2018 | Q2 2021 | 12 |
Virtue Capital Management, LLC | 10 | 2 | 0.00% | 0.40% | 0.87% | Q4 2017 | Q3 2023 | 12 |
MERITAGE PORTFOLIO MANAGEMENT | 12 | 12 | 0.20% | 0.59% | 0.85% | Q4 2020 | Q3 2023 | 12 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 12 | 12 | 0.06% | 0.65% | 1.62% | Q4 2020 | Q3 2023 | 12 |
Quadratic Capital Management LLC | 12 | 12 | 89.91% | 96.16% | 100.00% | Q4 2020 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 12 |
CHOREO, LLC | 7 | 5 | 0.01% | 0.05% | 0.12% | Q3 2020 | Q3 2023 | 12 |
ADE, LLC | 11 | 11 | 0.15% | 0.36% | 0.49% | Q4 2020 | Q2 2023 | 11 |
Hamilton Capital, LLC | 11 | 11 | 0.10% | 0.52% | 1.78% | Q2 2020 | Q4 2022 | 11 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.01% | 0.26% | 0.94% | Q4 2020 | Q2 2023 | 11 |
Barrett Asset Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
MSI Financial Services Inc | 7 | 4 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2016 | 11 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.06% | 0.21% | Q3 2019 | Q1 2023 | 11 |
Ahrens Investment Partners LLC | 11 | 11 | 0.11% | 0.28% | 0.43% | Q3 2020 | Q1 2023 | 11 |
CAPITAL INSIGHT PARTNERS, LLC | 11 | 11 | 0.06% | 0.53% | 0.86% | Q2 2020 | Q4 2022 | 11 |
Burns Matteson Capital Management, LLC | 11 | 11 | 0.21% | 0.76% | 1.62% | Q4 2020 | Q2 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2020 | 11 |
Hayek Kallen Investment Management | 11 | 11 | 1.17% | 1.73% | 2.26% | Q1 2021 | Q3 2023 | 11 |
Ironwood Financial, llc | 7 | 4 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2017 | 11 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 11 | 11 | 0.27% | 4.05% | 8.06% | Q1 2021 | Q3 2023 | 11 |
AlphaMark Advisors, LLC | 11 | 11 | 0.01% | 0.26% | 0.78% | Q1 2021 | Q3 2023 | 11 |
Walkner Condon Financial Advisors LLC | 8 | 3 | 0.35% | 1.16% | 3.71% | Q3 2020 | Q3 2023 | 11 |
Navalign, LLC | 11 | 11 | 4.54% | 6.64% | 8.20% | Q1 2021 | Q3 2023 | 11 |
Burleson & Company, LLC | 11 | 11 | 0.03% | 0.29% | 0.62% | Q4 2019 | Q2 2022 | 11 |
HM PAYSON & CO | 10 | 1 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q2 2023 | 11 |
Souders Financial Advisors | 11 | 11 | 0.12% | 1.38% | 1.82% | Q1 2021 | Q3 2023 | 11 |
Old Port Advisors | 11 | 11 | 0.10% | 0.13% | 0.16% | Q4 2018 | Q2 2021 | 11 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.05% | 0.39% | 1.66% | Q3 2016 | Q2 2023 | 11 |
Crescent Grove Advisors, LLC | 11 | 11 | 0.04% | 0.05% | 0.08% | Q1 2020 | Q3 2022 | 11 |
MADISON INVESTMENT HOLDINGS INC | 11 | 11 | 0.12% | 0.97% | 1.78% | Q1 2017 | Q3 2019 | 11 |
Betterment LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Brookstone Capital Management | 10 | 1 | 0.04% | 0.13% | 0.32% | Q2 2016 | Q3 2023 | 11 |
FLC Capital Advisors | 9 | 2 | 0.08% | 1.07% | 3.50% | Q4 2019 | Q1 2023 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Ramsay, Stattman, Vela & Price, Inc. | 11 | 11 | 0.15% | 0.53% | 0.70% | Q1 2021 | Q3 2023 | 11 |
Stratos Wealth Advisors, LLC | 11 | 11 | 0.04% | 0.20% | 0.36% | Q1 2021 | Q3 2023 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Benchmark Wealth Management, LLC | 11 | 11 | 1.07% | 1.29% | 1.52% | Q1 2021 | Q3 2023 | 11 |
BCGM Wealth Management, LLC | 11 | 11 | 0.67% | 1.78% | 3.46% | Q1 2021 | Q3 2023 | 11 |
Advisory Services & Investments, LLC | 11 | 11 | 0.34% | 0.79% | 1.44% | Q1 2021 | Q3 2023 | 11 |
Alaska Wealth Advisors | 7 | 1 | 0.00% | 0.43% | 1.82% | Q4 2017 | Q3 2023 | 11 |
Madison Asset Management, LLC | 9 | 2 | 0.02% | 0.51% | 1.06% | Q4 2019 | Q4 2022 | 11 |
Eagle Bay Advisors LLC | 10 | 10 | 0.03% | 0.57% | 1.27% | Q2 2021 | Q3 2023 | 10 |
H&H Retirement Design & Management INC | 8 | 1 | 0.13% | 2.65% | 4.36% | Q3 2020 | Q2 2023 | 10 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2016 | 10 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 10 | 10 | 0.05% | 0.14% | 0.18% | Q3 2020 | Q4 2022 | 10 |
MD Financial Management Inc. | 10 | 10 | 2.67% | 3.95% | 6.17% | Q3 2019 | Q4 2021 | 10 |
St. Johns Investment Management Company, LLC | 10 | 10 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q1 2019 | 10 |
GSB Wealth Management, LLC | 10 | 10 | 0.08% | 0.20% | 0.38% | Q1 2021 | Q2 2023 | 10 |
BESSEMER GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 10 |
Pinnacle Wealth Management Group, Inc. | 10 | 10 | 0.28% | 1.75% | 4.72% | Q2 2021 | Q3 2023 | 10 |
Covenant Asset Management, LLC | 10 | 10 | 0.24% | 0.51% | 0.73% | Q2 2021 | Q3 2023 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 10 | 0.01% | 0.45% | 0.87% | Q2 2021 | Q3 2023 | 10 |
Berger Financial Group, Inc | 9 | 1 | 0.03% | 0.08% | 0.38% | Q4 2020 | Q3 2023 | 10 |
KMG FIDUCIARY PARTNERS, LLC | 10 | 10 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Realta Investment Advisors | 6 | 2 | 0.00% | 0.10% | 0.25% | Q1 2019 | Q3 2023 | 10 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2022 | 10 |
BENNICAS & ASSOCIATES, INC. | 10 | 10 | 0.58% | 0.81% | 0.95% | Q3 2020 | Q4 2022 | 10 |
Roof Eidam Maycock Peralta, LLC | 4 | 1 | 0.06% | 1.41% | 5.69% | Q4 2014 | Q3 2022 | 10 |
Key FInancial Inc | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Spears Abacus Advisors LLC | 10 | 10 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q2 2022 | 10 |
PFG Advisors | 5 | 1 | 0.03% | 0.11% | 0.29% | Q2 2020 | Q3 2023 | 10 |
Belpointe Asset Management LLC | 10 | 10 | 0.03% | 0.14% | 0.29% | Q4 2020 | Q1 2023 | 10 |
Ancora Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 10 |
Clearview Wealth Advisors LLC | 10 | 10 | 0.10% | 1.28% | 2.90% | Q1 2021 | Q2 2023 | 10 |
Horst & Graben Wealth Management LLC | 10 | 10 | 0.05% | 1.21% | 2.95% | Q2 2021 | Q3 2023 | 10 |
Lenox Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
SVB Investment Services Inc. | 10 | 10 | 7.97% | 9.44% | 11.90% | Q4 2019 | Q1 2022 | 10 |
Iron Horse Wealth Management, LLC | 10 | 10 | 0.20% | 3.88% | 6.14% | Q2 2021 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 6 | 4 | 0.00% | 0.52% | 1.69% | Q4 2019 | Q4 2022 | 10 |
EMFO, LLC | 10 | 10 | 0.01% | 0.11% | 0.28% | Q2 2021 | Q3 2023 | 10 |
HORIZON FINANCIAL SERVICES, LLC | 10 | 10 | 2.38% | 3.24% | 5.08% | Q2 2021 | Q3 2023 | 10 |
STATE STREET CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Certified Advisory Corp | 7 | 3 | 0.00% | 0.14% | 0.32% | Q4 2019 | Q3 2022 | 10 |
D.B. Root & Company, LLC | 10 | 10 | 0.10% | 0.29% | 0.62% | Q4 2019 | Q1 2022 | 10 |
SALEM INVESTMENT COUNSELORS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CLIENT 1ST ADVISORY GROUP, LLC | 10 | 10 | 0.12% | 1.54% | 2.48% | Q2 2021 | Q3 2023 | 10 |
Independence Bank of Kentucky | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 10 |
Liberty Capital Management, Inc. | 10 | 10 | 0.08% | 0.24% | 0.48% | Q2 2021 | Q3 2023 | 10 |
Stockman Wealth Management, Inc. | 10 | 10 | 0.09% | 0.19% | 0.39% | Q4 2016 | Q1 2019 | 10 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 10 | 10 | 0.05% | 0.31% | 0.78% | Q2 2021 | Q3 2023 | 10 |
Diversified, LLC | 10 | 10 | 0.08% | 2.75% | 9.28% | Q4 2020 | Q1 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.20% | 0.63% | Q2 2010 | Q3 2023 | 10 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q3 2017 | Q1 2023 | 10 |
FAS Wealth Partners, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
Cedar Brook Financial Partners, LLC | 10 | 10 | 0.08% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Annapolis Financial Services, LLC | 10 | 10 | 0.42% | 1.12% | 1.97% | Q2 2021 | Q3 2023 | 10 |
Laidlaw Wealth Management LLC | 8 | 2 | 0.09% | 0.17% | 0.25% | Q3 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.07% | 0.52% | 1.00% | Q1 2021 | Q3 2023 | 10 |
MV CAPITAL MANAGEMENT, INC. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 10 |
Huber Financial Advisors, LLC | 10 | 10 | 0.18% | 0.30% | 0.44% | Q4 2017 | Q1 2020 | 10 |
Parcion Private Wealth LLC | 9 | 1 | 0.02% | 0.10% | 0.32% | Q4 2019 | Q2 2022 | 10 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 10 |
Hirtle Callaghan & Co LLC | 6 | 4 | 0.10% | 0.18% | 0.33% | Q2 2020 | Q3 2023 | 10 |
Truvestments Capital LLC | 3 | 2 | 0.00% | 0.03% | 0.10% | Q1 2019 | Q3 2022 | 10 |
PRUDENTIAL FINANCIAL INC | 10 | 10 | 0.00% | 0.01% | 0.06% | Q2 2021 | Q3 2023 | 10 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 10 | 10 | 0.50% | 3.42% | 4.24% | Q2 2021 | Q3 2023 | 10 |
Western Wealth Management, LLC | 8 | 1 | 0.03% | 0.12% | 0.18% | Q2 2021 | Q3 2023 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 9 |
Summit Financial Strategies, Inc. | 6 | 3 | 0.04% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 9 |
Simplicity Solutions, LLC | 6 | 1 | 0.06% | 0.24% | 0.37% | Q2 2017 | Q2 2022 | 9 |
Knowledge Leaders Capital, LLC | 9 | 9 | 6.41% | 16.17% | 24.02% | Q4 2019 | Q4 2021 | 9 |
Cresset Asset Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 9 |
Firestone Capital Management | 9 | 9 | 0.15% | 0.27% | 0.34% | Q4 2019 | Q4 2021 | 9 |
Horan Securities, Inc. | 6 | 3 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2023 | 9 |
Venturi Wealth Management, LLC | 6 | 3 | 0.08% | 0.87% | 1.75% | Q1 2016 | Q1 2020 | 9 |
OPTIMUM INVESTMENT ADVISORS | 5 | 4 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2021 | 9 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 9 |
361 CAPITAL LLC | 9 | 9 | 0.29% | 0.52% | 1.04% | Q2 2018 | Q2 2020 | 9 |
Mount Lucas Management LP | 9 | 9 | 0.07% | 0.23% | 0.32% | Q1 2020 | Q1 2022 | 9 |
HBC Financial Services, PLLC | 9 | 9 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q4 2021 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Carroll Financial Associates, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2020 | 9 |
COMMERCE BANK | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Aletheian Wealth Advisors LLC | 9 | 9 | 0.87% | 2.10% | 4.19% | Q4 2021 | Q4 2023 | 9 |
Stratos Wealth Partners, LTD. | 4 | 2 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 9 |
Sound Income Strategies, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 9 |
SG Americas Securities, LLC | 7 | 1 | 0.01% | 0.02% | 0.11% | Q1 2016 | Q4 2021 | 9 |
PRW Wealth Management LLC | 5 | 1 | 0.22% | 0.31% | 0.42% | Q1 2020 | Q1 2023 | 9 |
Ridgewood Investments LLC | 9 | 9 | 0.14% | 0.26% | 0.33% | Q2 2021 | Q2 2023 | 9 |
Octavia Wealth Advisors, LLC | 9 | 9 | 0.07% | 0.59% | 1.58% | Q3 2021 | Q3 2023 | 9 |
First Heartland Consultants, Inc. | 9 | 9 | 0.06% | 0.10% | 0.24% | Q4 2018 | Q4 2020 | 9 |
Laurel Wealth Advisors, Inc. | 8 | 1 | 0.05% | 0.31% | 0.99% | Q3 2019 | Q4 2022 | 9 |
Human Investing LLC | 4 | 2 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 9 |
TOMPKINS FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2023 | 9 |
VAN STRUM & TOWNE INC. | 9 | 9 | 0.61% | 0.68% | 0.74% | Q3 2021 | Q3 2023 | 9 |
SOA Wealth Advisors, LLC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
PLANNING DIRECTIONS INC | 9 | 9 | 0.24% | 0.77% | 1.22% | Q2 2021 | Q2 2023 | 9 |
PARK AVENUE SECURITIES LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
NewEdge Advisors, LLC | 8 | 1 | 0.00% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 9 |
Commonwealth Equity Services, Inc | 5 | 4 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2017 | 9 |
PFS INVESTMENTS INC. | 9 | 9 | 0.25% | 0.42% | 0.88% | Q4 2018 | Q4 2020 | 9 |
CAHILL FINANCIAL ADVISORS INC | 9 | 9 | 0.00% | 0.15% | 0.31% | Q3 2021 | Q3 2023 | 9 |
AlphaCore Capital LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 9 |
BARCLAYS PLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 9 |
JEPPSON WEALTH MANAGEMENT, LLC | 9 | 9 | 0.13% | 2.55% | 6.66% | Q3 2020 | Q3 2022 | 9 |
Financial Engines Advisors L.L.C. | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.05% | 0.12% | 0.22% | Q3 2021 | Q3 2023 | 9 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.10% | 0.47% | Q4 2014 | Q3 2023 | 9 |
Twele Capital Management, Inc. | 9 | 9 | 0.13% | 0.14% | 0.15% | Q2 2013 | Q2 2015 | 9 |
Walker Asset Management, LLC | 9 | 9 | 0.47% | 0.62% | 0.84% | Q4 2021 | Q4 2023 | 9 |
Camarda Financial Advisors, LLC | 6 | 1 | 0.00% | 0.07% | 0.27% | Q2 2013 | Q2 2019 | 9 |
ALLIANCEBERNSTEIN L.P. | 9 | 9 | 0.02% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Leeward Financial Partners, LLC | 8 | 8 | 0.60% | 0.74% | 0.84% | Q4 2021 | Q3 2023 | 8 |
BCS Wealth Management | 8 | 8 | 0.10% | 0.16% | 0.24% | Q4 2020 | Q3 2022 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.00% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Destination Wealth Management | 6 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2022 | 8 |
Capital Analysts, LLC | 6 | 2 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Shearwater Capital LLC | 8 | 8 | 0.49% | 0.57% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Scarborough Advisors, LLC | 8 | 8 | 0.11% | 4.87% | 8.36% | Q4 2021 | Q3 2023 | 8 |
Cranbrook Wealth Management, LLC | 8 | 8 | 0.12% | 0.13% | 0.15% | Q4 2020 | Q3 2022 | 8 |
TNF LLC | 8 | 8 | 0.10% | 0.90% | 1.73% | Q3 2021 | Q2 2023 | 8 |
ADIRONDACK TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
CWS Financial Advisors, LLC | 4 | 1 | 0.16% | 0.48% | 0.61% | Q2 2021 | Q3 2023 | 8 |
MONUMENTAL FINANCIAL GROUP INC. | 7 | 1 | 0.08% | 4.57% | 9.46% | Q1 2021 | Q1 2023 | 8 |
Prospera Financial Services Inc | 8 | 8 | 0.01% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Hexagon Capital Partners LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
O'Dell Group, LLC | 7 | 1 | 0.00% | 2.32% | 3.83% | Q1 2021 | Q2 2023 | 8 |
GIRARD SECURITIES, INC. | 8 | 8 | 0.47% | 1.77% | 3.55% | Q4 2015 | Q3 2017 | 8 |
Covenant Multifamily Offices, LLC | 8 | 8 | 0.04% | 0.23% | 1.13% | Q1 2019 | Q4 2020 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.05% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 8 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 8 | 8 | 0.05% | 0.07% | 0.18% | Q4 2019 | Q3 2021 | 8 |
Rinkey Investments | 8 | 8 | 0.21% | 0.37% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Fruth Investment Management | 8 | 8 | 0.18% | 0.22% | 0.25% | Q4 2021 | Q3 2023 | 8 |
AllGen Financial Advisors, Inc. | 8 | 8 | 1.68% | 7.88% | 12.40% | Q4 2020 | Q3 2022 | 8 |
Beaumont Capital Management, LLC | 8 | 8 | 1.02% | 1.34% | 1.88% | Q4 2021 | Q3 2023 | 8 |
FULTON BREAKEFIELD BROENNIMAN LLC | 8 | 8 | 0.20% | 0.25% | 0.29% | Q4 2021 | Q3 2023 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 1.68% | 2.85% | 3.93% | Q4 2021 | Q3 2023 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.97% | 1.04% | 1.10% | Q4 2021 | Q3 2023 | 8 |
Intellectus Partners, LLC | 8 | 8 | 0.15% | 0.19% | 0.24% | Q4 2020 | Q3 2022 | 8 |
XML Financial, LLC | 8 | 8 | 0.17% | 0.27% | 0.40% | Q3 2020 | Q2 2022 | 8 |
Cooper Financial Group | 8 | 8 | 0.06% | 0.22% | 0.99% | Q1 2021 | Q4 2022 | 8 |
HARTLINE INVESTMENT CORP/ | 8 | 8 | 0.04% | 0.10% | 0.48% | Q4 2020 | Q3 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Strategic Blueprint, LLC | 7 | 1 | 0.01% | 0.14% | 0.29% | Q2 2021 | Q3 2023 | 8 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 8 | 8 | 2.45% | 2.84% | 4.01% | Q4 2021 | Q3 2023 | 8 |
WealthStone, Inc. | 8 | 8 | 0.56% | 0.96% | 1.50% | Q2 2019 | Q1 2021 | 8 |
Penserra Capital Management LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 8 |
S.A. Mason LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Fortis Advisors, LLC | 6 | 2 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2022 | 8 |
Pensionmark Financial Group, LLC | 8 | 8 | 0.05% | 0.09% | 0.14% | Q4 2020 | Q3 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.04% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.78% | 0.94% | 1.07% | Q4 2021 | Q3 2023 | 8 |
Cutler Group LLC / CA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.00% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Joseph Group Capital Management | 8 | 8 | 11.54% | 13.23% | 15.33% | Q4 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 1.98% | 6.52% | 11.16% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Altium Wealth Management LLC | 8 | 8 | 0.04% | 0.50% | 0.76% | Q2 2020 | Q1 2022 | 8 |
AHL INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.73% | 0.83% | 0.93% | Q4 2021 | Q3 2023 | 8 |
DMC Group, LLC | 8 | 8 | 1.26% | 1.59% | 1.79% | Q4 2021 | Q3 2023 | 8 |
WEALTH MANAGEMENT RESOURCES, INC. | 8 | 8 | 0.08% | 2.04% | 5.60% | Q4 2021 | Q3 2023 | 8 |
Lowe Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 8 |
Mattern Wealth Management LLC | 8 | 8 | 0.25% | 0.31% | 0.37% | Q4 2021 | Q3 2023 | 8 |
CENTAURUS FINANCIAL, INC. | 8 | 8 | 0.01% | 0.09% | 0.20% | Q2 2021 | Q1 2023 | 8 |
NewSquare Capital LLC | 8 | 8 | 0.00% | 0.26% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Ten Capital Wealth Advisors, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.06% | 0.12% | 0.17% | Q4 2021 | Q3 2023 | 8 |
CAROLINAS WEALTH CONSULTING LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
LINCOLN NATIONAL CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.32% | 0.43% | 0.50% | Q4 2021 | Q3 2023 | 8 |
OLIO Financial Planning | 8 | 8 | 1.90% | 4.65% | 7.75% | Q4 2021 | Q3 2023 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 2 | 0.01% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 8 |
Avantax Planning Partners, Inc. | 8 | 8 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
InterOcean Capital Group, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 3.77% | 4.40% | 5.18% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
West Financial Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
1832 Asset Management L.P. | 7 | 1 | 0.00% | 0.11% | 0.16% | Q2 2019 | Q3 2023 | 8 |
WEST PACES ADVISORS INC. | 5 | 1 | 0.00% | 0.28% | 1.41% | Q4 2016 | Q3 2022 | 8 |
Austin Private Wealth, LLC | 7 | 1 | 0.13% | 0.76% | 1.41% | Q2 2021 | Q3 2023 | 8 |
FRG Family Wealth Advisors LLC | 8 | 8 | 0.07% | 0.25% | 0.44% | Q4 2021 | Q3 2023 | 8 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Copperleaf Capital, LLC | 7 | 7 | 0.26% | 0.81% | 1.01% | Q1 2021 | Q3 2022 | 7 |
IEQ CAPITAL, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
SUNTRUST BANKS INC | 7 | 7 | 0.04% | 0.08% | 0.08% | Q1 2018 | Q3 2019 | 7 |
Strategic Investment Advisors / MI | 7 | 7 | 0.11% | 0.13% | 0.16% | Q4 2020 | Q2 2022 | 7 |
Vise Technologies, Inc. | 7 | 7 | 1.20% | 1.50% | 1.93% | Q1 2022 | Q3 2023 | 7 |
Walker Financial Services, Inc. | 7 | 7 | 11.59% | 20.16% | 38.30% | Q1 2022 | Q3 2023 | 7 |
Lucia Wealth Services, LLC | 7 | 7 | 0.27% | 1.34% | 2.68% | Q3 2018 | Q1 2020 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q4 2022 | 7 |
Vectors Research Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q1 2023 | 7 |
Evolution Advisers, Inc. | 7 | 7 | 0.00% | 0.01% | 0.08% | Q1 2022 | Q3 2023 | 7 |
UNITED BANK | 7 | 7 | 3.53% | 6.03% | 6.97% | Q1 2021 | Q3 2022 | 7 |
Laffer Tengler Investments, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 7 |
Vista Private Wealth Partners. LLC | 4 | 3 | 0.14% | 0.15% | 0.18% | Q2 2019 | Q3 2023 | 7 |
Greystone Financial Group, LLC | 7 | 7 | 2.68% | 4.17% | 5.73% | Q4 2020 | Q2 2022 | 7 |
Orion Portfolio Solutions, LLC | 4 | 3 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q2 2022 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 7 |
WFG Advisors, LP | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2017 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.04% | 0.09% | Q1 2022 | Q3 2023 | 7 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 7 | 7 | 0.51% | 0.57% | 0.69% | Q3 2018 | Q1 2020 | 7 |
Wealth Management Solutions, LLC | 7 | 7 | 0.54% | 4.59% | 8.95% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.02% | 0.07% | Q2 2020 | Q4 2021 | 7 |
Integre Asset Management, LLC | 7 | 7 | 0.19% | 0.24% | 0.26% | Q2 2018 | Q4 2019 | 7 |
ClearBridge Investments | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Connectus Wealth, LLC | 3 | 1 | 0.01% | 0.63% | 1.25% | Q1 2021 | Q3 2023 | 7 |
MEEDER ASSET MANAGEMENT INC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 7 |
REGENTATLANTIC CAPITAL LLC | 4 | 3 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q4 2021 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.07% | 0.69% | 1.42% | Q1 2022 | Q3 2023 | 7 |
WealthShield Partners, LLC | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Eudaimonia Partners, LLC | 4 | 1 | 0.01% | 0.44% | 0.90% | Q4 2019 | Q2 2022 | 7 |
Bridgeworth, LLC | 6 | 1 | 0.00% | 1.44% | 3.82% | Q2 2018 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Range Financial Group LLC | 7 | 7 | 0.15% | 0.30% | 0.48% | Q3 2021 | Q1 2023 | 7 |
Transform Wealth, LLC | 6 | 1 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q1 2023 | 7 |
Northern Capital Management, Inc. | 5 | 2 | 0.26% | 1.43% | 3.06% | Q4 2020 | Q1 2023 | 7 |
Indie Asset Partners, LLC | 7 | 7 | 0.19% | 0.21% | 0.24% | Q2 2021 | Q4 2022 | 7 |
Northwest Capital Management Inc | 5 | 2 | 0.01% | 1.10% | 2.70% | Q4 2017 | Q3 2023 | 7 |
Q3 Asset Management | 3 | 1 | 1.01% | 1.82% | 3.36% | Q2 2018 | Q1 2022 | 7 |
Blume Capital Management, Inc. | 5 | 2 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 7 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 7 |
Strategic Advisors LLC | 7 | 7 | 0.12% | 0.86% | 1.07% | Q2 2017 | Q4 2018 | 7 |
Csenge Advisory Group | 6 | 1 | 0.00% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 7 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 3 | 1 | 0.10% | 0.15% | 0.26% | Q4 2020 | Q3 2023 | 7 |
Baron Financial Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q1 2022 | 7 |
BNP PARIBAS FINANCIAL MARKETS | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Global Trust Asset Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.07% | 0.21% | Q4 2021 | Q3 2023 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 7 |
LifeGuide Financial Advisors, LLC | 7 | 7 | 11.84% | 19.49% | 23.92% | Q1 2022 | Q3 2023 | 7 |
North Star Investment Management Corp. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
THEORY FINANCIAL LLC | 4 | 3 | 3.66% | 5.39% | 8.80% | Q4 2021 | Q3 2023 | 7 |
Onyx Bridge Wealth Group LLC | 7 | 7 | 0.28% | 0.40% | 0.51% | Q4 2020 | Q2 2022 | 7 |
WADE G W & INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Mayflower Financial Advisors, LLC | 7 | 7 | 0.13% | 0.26% | 0.42% | Q1 2022 | Q3 2023 | 7 |
Ascent Group, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q2 2023 | 7 |
Independent Advisor Alliance | 5 | 1 | 0.02% | 0.08% | 0.33% | Q4 2018 | Q3 2023 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
ANDERSON HOAGLAND & CO | 7 | 7 | 0.04% | 1.98% | 3.53% | Q1 2021 | Q3 2022 | 7 |
AlphaCentric Advisors LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
HEADINVEST, LLC | 4 | 3 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 7 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 7 | 7 | 0.15% | 0.29% | 0.76% | Q1 2022 | Q3 2023 | 7 |
STALEY CAPITAL ADVISERS INC | 7 | 7 | 0.09% | 0.11% | 0.14% | Q2 2020 | Q4 2021 | 7 |
Tradition Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
NIXON PEABODY TRUST CO | 7 | 7 | 0.21% | 0.52% | 0.75% | Q2 2018 | Q4 2019 | 7 |
WFA Asset Management Corp | 7 | 7 | 0.00% | 3.53% | 7.93% | Q4 2021 | Q2 2023 | 7 |
Faithward Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q1 2023 | 7 |
FIDUCIENT ADVISORS LLC | 6 | 1 | 0.02% | 0.11% | 0.15% | Q3 2019 | Q3 2023 | 7 |
DUNCKER STREETT & CO INC | 7 | 7 | 0.21% | 0.54% | 0.68% | Q4 2017 | Q2 2019 | 7 |
Gateway Advisory, LLC | 6 | 1 | 0.85% | 0.88% | 0.98% | Q2 2013 | Q4 2021 | 7 |
Meridian Wealth Management, LLC | 6 | 1 | 0.02% | 0.12% | 0.22% | Q2 2019 | Q3 2023 | 7 |
Seelaus Asset Management LLC | 7 | 7 | 0.17% | 0.19% | 0.20% | Q2 2021 | Q4 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 7 | 7 | 2.17% | 3.75% | 6.08% | Q2 2020 | Q4 2021 | 7 |
Horizons Wealth Management | 7 | 7 | 0.08% | 0.37% | 0.51% | Q2 2022 | Q4 2023 | 7 |
Genesee Capital Advisors, LLC | 7 | 7 | 0.26% | 0.31% | 0.33% | Q3 2021 | Q1 2023 | 7 |
FIRST MANHATTAN CO. LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
PRIVATE CAPITAL MANAGEMENT LLC | 7 | 7 | 0.17% | 0.27% | 0.46% | Q4 2020 | Q2 2022 | 7 |
Cordasco Financial Network | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 6 |
Clear Perspectives Financial Planning, LLC | 6 | 6 | 1.33% | 4.85% | 7.30% | Q4 2020 | Q1 2022 | 6 |
NWK Group, Inc. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 6 |
QCI ASSET MANAGEMENT INC/NY | 6 | 6 | 1.33% | 1.41% | 1.52% | Q2 2020 | Q3 2021 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.51% | 0.78% | 0.92% | Q1 2018 | Q2 2019 | 6 |
Passive Capital Management, LLC. | 6 | 6 | 1.51% | 2.37% | 3.21% | Q4 2021 | Q1 2023 | 6 |
PrairieView Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Kaizen Financial Strategies | 4 | 1 | 0.27% | 1.46% | 2.11% | Q1 2021 | Q4 2022 | 6 |
PRINCIPAL FINANCIAL GROUP INC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 6 |
Freedom Investment Management, Inc. | 4 | 2 | 0.05% | 0.09% | 0.20% | Q1 2020 | Q4 2022 | 6 |
Johnson Financial Group, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
DDD Partners, LLC | 6 | 6 | 0.03% | 0.29% | 0.83% | Q4 2020 | Q1 2022 | 6 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Rice Partnership, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Summit Financial, LLC | 6 | 6 | 0.02% | 0.05% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Ellis Investment Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
BTS Asset Management, Inc. | 6 | 6 | 0.12% | 0.73% | 2.19% | Q2 2021 | Q3 2022 | 6 |
Marquette Asset Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2020 | 6 |
Hurlow Wealth Management Group, Inc. | 6 | 6 | 0.16% | 0.43% | 0.76% | Q3 2019 | Q4 2020 | 6 |
EP Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 6 |
CYPRESS FINANCIAL PLANNING LLC | 6 | 6 | 0.12% | 0.70% | 1.99% | Q2 2022 | Q3 2023 | 6 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 6 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 1 | 0.04% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 6 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 6 | 0.08% | 1.65% | 2.12% | Q3 2020 | Q4 2021 | 6 |
Merk Investments LLC | 6 | 6 | 0.33% | 0.87% | 1.48% | Q2 2022 | Q3 2023 | 6 |
Center for Financial Planning, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
DFPG INVESTMENTS, LLC | 4 | 2 | 0.03% | 0.07% | 0.10% | Q3 2021 | Q1 2023 | 6 |
Leelyn Smith, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Coastwise Capital Group, LLC | 6 | 6 | 0.34% | 0.37% | 0.43% | Q2 2022 | Q3 2023 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
TrueWealth Advisors, LLC | 6 | 6 | 0.26% | 0.69% | 0.90% | Q2 2022 | Q3 2023 | 6 |
Beaird Harris Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Foster Victor Wealth Advisors, LLC | 6 | 6 | 0.03% | 0.84% | 1.31% | Q4 2021 | Q1 2023 | 6 |
Visionary Wealth Advisors | 4 | 2 | 0.06% | 0.33% | 0.47% | Q1 2022 | Q3 2023 | 6 |
BerganKDV Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.06% | 0.10% | Q2 2021 | Q4 2022 | 6 |
Spectrum Management Group, LLC | 6 | 6 | 0.01% | 0.05% | 0.08% | Q4 2019 | Q1 2021 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Empowered Funds, LLC | 6 | 6 | 0.05% | 0.76% | 2.04% | Q1 2022 | Q2 2023 | 6 |
OPPENHEIMER & CO INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 6 |
Teamwork Financial Advisors, LLC | 6 | 6 | 0.06% | 0.11% | 0.18% | Q2 2021 | Q3 2022 | 6 |
Spectrum Planning & Advisory Services Inc. | 6 | 6 | 0.31% | 1.86% | 3.14% | Q3 2021 | Q4 2022 | 6 |
Equitable Holdings, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Clay Northam Wealth Management, LLC | 6 | 6 | 0.34% | 0.45% | 0.63% | Q4 2021 | Q1 2023 | 6 |
Hilltop Holdings Inc. | 6 | 6 | 0.12% | 0.20% | 0.24% | Q2 2020 | Q3 2021 | 6 |
Paulson Wealth Management Inc. | 6 | 6 | 0.11% | 1.93% | 3.74% | Q4 2020 | Q1 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Sonora Investment Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2020 | 6 |
Intergy Private Wealth, LLC | 6 | 6 | 0.56% | 0.60% | 0.67% | Q2 2022 | Q3 2023 | 6 |
Acorn Wealth Advisors, LLC | 6 | 6 | 0.62% | 0.68% | 0.74% | Q4 2017 | Q1 2019 | 6 |
ISLAY CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.09% | 0.11% | 0.14% | Q4 2019 | Q1 2021 | 6 |
Aurora Private Wealth, Inc. | 6 | 6 | 0.94% | 2.39% | 3.79% | Q2 2021 | Q3 2022 | 6 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
PBMares Wealth Management LLC | 4 | 2 | 0.07% | 0.13% | 0.23% | Q3 2021 | Q2 2023 | 6 |
INNEALTA CAPITAL, LLC | 6 | 6 | 0.15% | 0.24% | 0.32% | Q1 2021 | Q2 2022 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Arkadios Wealth Advisors | 5 | 1 | 0.01% | 0.04% | 0.13% | Q4 2020 | Q3 2023 | 6 |
Summit Trail Advisors, LLC | 6 | 6 | 0.16% | 0.23% | 0.39% | Q2 2022 | Q3 2023 | 6 |
ALBION FINANCIAL GROUP /UT | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Baker Ellis Asset Management LLC | 6 | 6 | 0.06% | 0.29% | 0.38% | Q2 2021 | Q3 2022 | 6 |
VSR Financial Services, Inc. | 6 | 6 | 0.07% | 0.20% | 0.24% | Q4 2014 | Q1 2016 | 6 |
McLean Asset Management Corp | 6 | 6 | 0.29% | 1.15% | 1.59% | Q3 2022 | Q4 2023 | 6 |
Elm Partners Management LLC | 5 | 1 | 0.00% | 2.28% | 5.24% | Q1 2022 | Q3 2023 | 6 |
Core Wealth Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
AVAII WEALTH MANAGEMENT, LLC | 5 | 1 | 0.22% | 0.36% | 0.45% | Q1 2022 | Q3 2023 | 6 |
NORTHERN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.22% | 0.44% | 0.61% | Q3 2017 | Q4 2018 | 6 |
Freestone Capital Holdings, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
Values First Advisors, Inc. | 6 | 6 | 0.51% | 0.65% | 0.82% | Q2 2021 | Q3 2022 | 6 |
LexAurum Advisors, LLC | 6 | 6 | 0.11% | 0.28% | 0.60% | Q2 2021 | Q3 2022 | 6 |
Keebeck Wealth Management, LLC | 6 | 6 | 0.03% | 0.07% | 0.10% | Q1 2022 | Q2 2023 | 6 |
55I, LLC | 5 | 1 | 0.03% | 0.30% | 0.76% | Q1 2020 | Q1 2022 | 6 |
KEYSTONE WEALTH PARTNERS | 6 | 6 | 6.86% | 8.21% | 9.22% | Q4 2020 | Q1 2022 | 6 |
EVOKE WEALTH, LLC | 6 | 6 | 5.18% | 6.74% | 8.66% | Q2 2022 | Q3 2023 | 6 |
MAKENA CAPITAL MANAGEMENT LLC | 3 | 3 | 2.28% | 14.47% | 35.51% | Q1 2017 | Q3 2018 | 6 |
Security Financial Services, INC. | 5 | 1 | 0.08% | 0.57% | 1.18% | Q4 2021 | Q3 2023 | 6 |
QUADRANT CAPITAL GROUP LLC | 4 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 6 |
Birchcreek Wealth Management, LLC | 6 | 6 | 0.20% | 0.62% | 2.40% | Q4 2020 | Q1 2022 | 6 |
DAGCO, INC. | 5 | 5 | 0.20% | 1.05% | 1.41% | Q4 2020 | Q4 2021 | 5 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 5 | 5 | 0.04% | 0.06% | 0.11% | Q3 2021 | Q3 2022 | 5 |
Topel & Distasi Wealth Management, LLC | 5 | 5 | 0.54% | 0.60% | 0.68% | Q4 2021 | Q4 2022 | 5 |
WESTERN FINANCIAL Corp | 5 | 5 | 0.22% | 0.31% | 0.41% | Q3 2021 | Q3 2022 | 5 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
KANAWHA CAPITAL MANAGEMENT LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.01% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Truadvice, LLC | 5 | 5 | 0.13% | 0.20% | 0.31% | Q2 2021 | Q2 2022 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 5 |
WASHINGTON TRUST BANK | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 5 |
CARDIFF PARK ADVISORS, LLC | 5 | 5 | 0.00% | 0.05% | 0.08% | Q4 2021 | Q4 2022 | 5 |
Prostatis Group LLC | 4 | 1 | 0.05% | 0.30% | 0.62% | Q1 2020 | Q2 2023 | 5 |
Addison Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.08% | 0.32% | Q2 2021 | Q2 2023 | 5 |
West Wealth Group, LLC | 5 | 5 | 0.37% | 2.01% | 3.77% | Q4 2021 | Q4 2022 | 5 |
Lenox Wealth Management, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Busey Bank | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
10-15 ASSOCIATES, INC. | 5 | 5 | 0.05% | 0.21% | 0.62% | Q2 2017 | Q2 2018 | 5 |
Fort Point Capital Partners LLC | 4 | 1 | 0.05% | 0.19% | 0.34% | Q4 2016 | Q3 2022 | 5 |
HB Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.12% | 0.21% | 0.34% | Q4 2021 | Q4 2022 | 5 |
Well Done, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Diversified Portfolios, Inc. | 5 | 5 | 0.05% | 0.17% | 0.28% | Q2 2022 | Q2 2023 | 5 |
People's United Financial, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
MCIA Inc | 5 | 5 | 4.52% | 5.27% | 6.21% | Q2 2017 | Q2 2018 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.00% | 0.26% | 1.09% | Q1 2022 | Q2 2023 | 5 |
Riggs Asset Managment Co. Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2020 | 5 |
Mosaic Family Wealth, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Evercore Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2018 | 5 |
Compagnie Lombard Odier SCmA | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2016 | Q3 2017 | 5 |
Galvin, Gaustad & Stein, LLC | 5 | 5 | 0.16% | 0.23% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q2 2020 | 5 |
West Family Investments, Inc. | 2 | 1 | 2.74% | 3.12% | 3.74% | Q3 2021 | Q3 2023 | 5 |
Kovack Advisors, Inc. | 4 | 1 | 0.06% | 0.07% | 0.08% | Q1 2018 | Q3 2020 | 5 |
Good Life Advisors, LLC | 5 | 5 | 0.02% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Ameritas Investment Company, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 5 |
ASPIRIANT, LLC | 3 | 1 | 0.03% | 0.39% | 0.90% | Q1 2017 | Q3 2020 | 5 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.04% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 5 |
Lindbrook Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AAF Wealth Management, LLC | 5 | 5 | 0.16% | 0.18% | 0.19% | Q1 2022 | Q1 2023 | 5 |
HBW ADVISORY SERVICES LLC | 4 | 1 | 0.07% | 0.10% | 0.12% | Q3 2020 | Q4 2021 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q2 2022 | 5 |
Allegis Investment Advisors, LLC | 5 | 5 | 0.07% | 0.27% | 0.37% | Q4 2015 | Q4 2016 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.16% | 0.37% | 0.56% | Q3 2021 | Q3 2022 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q1 2015 | Q1 2016 | 5 |
NORTHERN TRUST CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
Journey Advisory Group, LLC | 5 | 5 | 0.10% | 0.16% | 0.19% | Q3 2022 | Q3 2023 | 5 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2022 | 5 |
TOWNSQUARE CAPITAL LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 5 |
BADGLEY PHELPS & BELL INC | 5 | 5 | 0.02% | 0.57% | 0.71% | Q2 2020 | Q2 2021 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.01% | 0.04% | 0.05% | Q4 2019 | Q4 2020 | 5 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.10% | 0.24% | Q2 2019 | Q3 2023 | 5 |
YHB Investment Advisors, Inc. | 5 | 5 | 0.02% | 0.26% | 0.40% | Q2 2021 | Q2 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.22% | 0.25% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Better Money Decisions, LLC | 4 | 1 | 0.10% | 3.03% | 5.34% | Q3 2021 | Q4 2022 | 5 |
Atlas Private Wealth Advisors | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 5 |
PEAK FINANCIAL ADVISORS LLC | 5 | 5 | 0.23% | 3.30% | 8.67% | Q3 2021 | Q3 2022 | 5 |
Red Tortoise LLC | 4 | 1 | 0.01% | 1.41% | 1.85% | Q3 2021 | Q3 2023 | 5 |
Merriman Wealth Management, LLC | 4 | 1 | 0.08% | 0.55% | 0.71% | Q1 2020 | Q1 2022 | 5 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 5 | 5 | 2.21% | 4.95% | 5.90% | Q4 2017 | Q4 2018 | 5 |
Oxinas Partners Wealth Management LLC | 5 | 5 | 0.30% | 1.34% | 2.82% | Q2 2022 | Q2 2023 | 5 |
SECURITY NATIONAL TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Curran Financial Partners, LLC | 5 | 5 | 0.47% | 0.63% | 0.81% | Q4 2021 | Q4 2022 | 5 |
Santori & Peters, Inc. | 3 | 2 | 0.12% | 0.13% | 0.15% | Q3 2020 | Q1 2022 | 5 |
DOWLING & YAHNKE LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.06% | 0.69% | 1.82% | Q4 2021 | Q4 2022 | 5 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
TRANSCEND CAPITAL ADVISORS, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2022 | 5 |
TCWP LLC | 5 | 5 | 0.10% | 0.77% | 1.39% | Q4 2021 | Q4 2022 | 5 |
CULLEN/FROST BANKERS, INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
Rappaport Reiches Capital Management, LLC | 5 | 5 | 0.10% | 0.17% | 0.24% | Q1 2022 | Q1 2023 | 5 |
Covestor Ltd | 5 | 5 | 0.12% | 0.15% | 0.18% | Q3 2022 | Q3 2023 | 5 |
RFG Advisory, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 5 |
Blackhawk Capital Partners LLC. | 3 | 2 | 0.50% | 1.05% | 2.06% | Q2 2021 | Q2 2023 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.27% | 0.37% | 0.50% | Q4 2021 | Q4 2022 | 5 |
Apeiron RIA LLC | 5 | 5 | 0.05% | 0.44% | 0.73% | Q4 2021 | Q4 2022 | 5 |
Personal Capital Advisors Corp | 5 | 5 | 0.03% | 1.64% | 2.18% | Q4 2021 | Q4 2022 | 5 |
Midwest Heritage Bank, FSB | 5 | 5 | 0.35% | 0.43% | 0.47% | Q4 2021 | Q4 2022 | 5 |
Proficio Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Lester Murray Antman dba SimplyRich | 5 | 5 | 0.22% | 0.31% | 0.61% | Q4 2017 | Q4 2018 | 5 |
OARSMAN CAPITAL, INC. | 5 | 5 | 0.11% | 0.73% | 1.45% | Q1 2022 | Q1 2023 | 5 |
Braun-Bostich & Associates Inc. | 5 | 5 | 0.83% | 0.98% | 1.14% | Q2 2022 | Q2 2023 | 5 |
MATHER GROUP, LLC. | 4 | 1 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2022 | 5 |
Simplicity Wealth,LLC | 4 | 1 | 0.23% | 1.67% | 2.97% | Q4 2021 | Q3 2023 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 2 | 0.02% | 0.06% | 0.19% | Q1 2022 | Q3 2023 | 5 |
Royal Fund Management, LLC | 2 | 1 | 0.00% | 0.19% | 0.60% | Q4 2018 | Q4 2022 | 5 |
GRAND WEALTH MANAGEMENT, LLC | 5 | 5 | 0.16% | 0.29% | 0.33% | Q4 2021 | Q4 2022 | 5 |
One Wealth Advisors, LLC | 4 | 1 | 0.24% | 1.01% | 1.60% | Q3 2021 | Q4 2022 | 5 |
Valtinson Bruner Financial Planning LLC | 4 | 4 | 1.92% | 2.46% | 3.12% | Q4 2022 | Q3 2023 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.08% | 0.24% | 0.52% | Q4 2018 | Q3 2019 | 4 |
Maltin Wealth Management, Inc. | 4 | 4 | 0.23% | 0.30% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Bell Investment Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 4 |
WASHBURN CAPITAL MANAGEMENT, INC. | 4 | 4 | 1.06% | 1.63% | 2.20% | Q3 2021 | Q2 2022 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q1 2020 | 4 |
Blue Trust, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Onyx Financial Advisors, LLC | 4 | 4 | 0.26% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Koss-Olinger Consulting, LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 1.48% | 1.61% | 1.71% | Q4 2022 | Q3 2023 | 4 |
WHITTIER TRUST CO OF NEVADA INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CFS Investment Advisory Services, LLC | 4 | 4 | 0.32% | 0.63% | 1.05% | Q3 2021 | Q2 2022 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.57% | 2.27% | 3.46% | Q4 2022 | Q3 2023 | 4 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 4 | 4 | 0.39% | 2.50% | 3.29% | Q4 2021 | Q3 2022 | 4 |
HCR Wealth Advisors | 3 | 1 | 0.00% | 0.64% | 0.92% | Q4 2020 | Q3 2023 | 4 |
Cassady Schiller Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Glassman Wealth Services | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.12% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Redhawk Wealth Advisors, Inc. | 2 | 1 | 0.36% | 1.55% | 3.25% | Q1 2020 | Q1 2022 | 4 |
Independent Wealth Network Inc. | 4 | 4 | 0.15% | 0.16% | 0.17% | Q3 2022 | Q2 2023 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.17% | 0.34% | Q4 2021 | Q3 2023 | 4 |
Worth Asset Management, LLC | 3 | 1 | 0.02% | 1.27% | 4.48% | Q1 2022 | Q1 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LGT Financial Advisors LLC | 4 | 4 | 0.10% | 0.13% | 0.17% | Q4 2022 | Q3 2023 | 4 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.06% | 0.27% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q4 2021 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 0.15% | 0.85% | 1.14% | Q4 2022 | Q3 2023 | 4 |
Westwind Capital | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 4 |
ALM First Financial Advisors, LLC | 4 | 4 | 3.65% | 3.77% | 3.89% | Q4 2022 | Q3 2023 | 4 |
Balboa Wealth Partners | 4 | 4 | 0.12% | 0.14% | 0.16% | Q3 2022 | Q2 2023 | 4 |
Snowden Capital Advisors LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2022 | 4 |
Quad-Cities Investment Group, LLC | 4 | 4 | 0.26% | 0.46% | 0.58% | Q4 2020 | Q3 2021 | 4 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.13% | 0.25% | 0.48% | Q2 2020 | Q1 2022 | 4 |
JT Stratford LLC | 3 | 1 | 0.09% | 0.09% | 0.12% | Q1 2021 | Q2 2022 | 4 |
Secure Asset Management, LLC | 4 | 4 | 0.08% | 0.13% | 0.15% | Q1 2022 | Q4 2022 | 4 |
Live Oak Investment Partners | 4 | 4 | 7.54% | 8.45% | 8.91% | Q4 2022 | Q3 2023 | 4 |
Arkfeld Wealth Strategies, L.L.C. | 4 | 4 | 0.20% | 0.21% | 0.22% | Q1 2021 | Q4 2021 | 4 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 1.14% | 1.63% | 1.92% | Q4 2022 | Q3 2023 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.45% | 0.66% | 0.98% | Q4 2022 | Q3 2023 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q3 2018 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.48% | 0.52% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Mid-American Wealth Advisory Group, Inc. | 2 | 2 | 0.38% | 2.82% | 4.92% | Q4 2021 | Q3 2023 | 4 |
Clearshares LLC | 4 | 4 | 0.97% | 0.98% | 0.99% | Q1 2021 | Q4 2021 | 4 |
Tempus Wealth Planning, LLC | 4 | 4 | 0.12% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Cerro Pacific Wealth Advisors LLC | 4 | 4 | 1.40% | 1.68% | 1.95% | Q2 2022 | Q1 2023 | 4 |
Marcum Wealth, LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2019 | Q3 2020 | 4 |
CNB Bank | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 4 |
NewDay Solutions, LLC | 4 | 4 | 1.38% | 1.95% | 2.17% | Q2 2019 | Q1 2020 | 4 |
Corbenic Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2021 | 4 |
Intersect Capital LLC | 4 | 4 | 0.15% | 0.32% | 0.52% | Q1 2021 | Q4 2021 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
TRUEWEALTH LLC | 3 | 1 | 0.00% | 0.22% | 0.44% | Q2 2019 | Q2 2020 | 4 |
First Command Financial Services, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
ARKANSAS FINANCIAL GROUP, INC. | 4 | 4 | 0.46% | 0.49% | 0.52% | Q4 2022 | Q3 2023 | 4 |
PATRON PARTNERS, LLC | 4 | 4 | 0.14% | 0.16% | 0.18% | Q2 2021 | Q1 2022 | 4 |
Barber Financial Group, Inc. | 2 | 2 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q1 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
CREDIT SUISSE AG/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SUTTON PLACE INVESTORS LLC | 4 | 4 | 0.38% | 0.61% | 0.74% | Q4 2021 | Q3 2022 | 4 |
MANAGED ACCOUNT SERVICES INC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q3 2021 | 4 |
First Command Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
FIRETHORN WEALTH PARTNERS, LLC | 4 | 4 | 0.43% | 0.53% | 0.63% | Q4 2021 | Q3 2022 | 4 |
Beacon Financial Advisory LLC | 4 | 4 | 0.11% | 0.15% | 0.17% | Q4 2021 | Q3 2022 | 4 |
Olistico Wealth, LLC | 4 | 4 | 0.30% | 0.34% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 4 |
Roble, Belko & Company, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
REBALANCE, LLC | 4 | 4 | 0.35% | 0.39% | 0.41% | Q4 2022 | Q3 2023 | 4 |
MYECFO, LLC | 4 | 4 | 0.63% | 0.77% | 0.93% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Family Advisors, LLC | 4 | 4 | 0.13% | 0.19% | 0.21% | Q4 2021 | Q3 2022 | 4 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 1 | 0.01% | 0.04% | 0.13% | Q2 2020 | Q2 2023 | 4 |
NATIONAL PLANNING CORP | 4 | 4 | 0.02% | 0.05% | 0.06% | Q2 2015 | Q1 2016 | 4 |
Red Wave Investments LLC | 4 | 4 | 0.15% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Capital Advisory Group Advisory Services, LLC | 4 | 4 | 0.02% | 0.10% | 0.14% | Q2 2019 | Q1 2020 | 4 |
Jacobsen Capital Management | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q2 2023 | 4 |
Gratus Capital, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 4 |
Hochman Cole Investment Advisors, Inc. | 4 | 4 | 0.14% | 0.18% | 0.23% | Q4 2020 | Q3 2021 | 4 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2022 | 4 |
Keystone Financial Group | 4 | 4 | 0.36% | 0.47% | 0.68% | Q1 2021 | Q4 2021 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.85% | 0.91% | 0.96% | Q4 2018 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.02% | 0.31% | 0.41% | Q4 2021 | Q3 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Members Advisory Group LLC | 4 | 4 | 0.31% | 1.77% | 3.46% | Q4 2021 | Q3 2022 | 4 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Sound Stewardship, LLC | 4 | 4 | 0.18% | 0.20% | 0.24% | Q4 2022 | Q3 2023 | 4 |
LOWERY THOMAS, LLC | 4 | 4 | 2.18% | 5.21% | 9.36% | Q4 2021 | Q3 2022 | 4 |
BSW Wealth Partners | 4 | 4 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q1 2022 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.11% | 0.18% | 0.33% | Q4 2022 | Q3 2023 | 4 |
IAG Wealth Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 4 |
RGT Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Cypress Wealth Services, LLC | 2 | 1 | 0.06% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 3 |
Lake Point Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.80% | 0.92% | 0.99% | Q1 2023 | Q3 2023 | 3 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.09% | 0.14% | Q3 2017 | Q4 2019 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.15% | 0.74% | 1.83% | Q1 2023 | Q3 2023 | 3 |
DWM Financial Group, Inc. | 2 | 1 | 3.78% | 9.82% | 13.68% | Q4 2019 | Q4 2020 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 2.23% | 2.30% | 2.44% | Q4 2020 | Q2 2023 | 3 |
Blue Fin Capital, Inc. | 2 | 1 | 0.10% | 0.29% | 0.42% | Q4 2022 | Q3 2023 | 3 |
Greenline Partners, LLC | 2 | 1 | 0.00% | 4.97% | 9.14% | Q2 2021 | Q1 2023 | 3 |
ONE Advisory Partners, LLC | 2 | 1 | 0.52% | 1.11% | 1.66% | Q2 2022 | Q3 2023 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.02% | 0.22% | 0.42% | Q1 2021 | Q2 2022 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q3 2019 | 3 |
Diversified Investment Strategies, LLC | 3 | 3 | 0.21% | 0.25% | 0.29% | Q1 2017 | Q3 2017 | 3 |
Systelligence, LLC | 2 | 1 | 0.16% | 2.68% | 7.49% | Q3 2020 | Q1 2022 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.25% | 0.26% | 0.26% | Q1 2023 | Q3 2023 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.19% | 1.69% | 4.66% | Q1 2021 | Q3 2021 | 3 |
Whitaker-Myers Wealth Managers, LTD. | 3 | 3 | 0.15% | 0.20% | 0.26% | Q4 2022 | Q2 2023 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
W.H. Cornerstone Investments Inc. | 3 | 3 | 0.22% | 0.51% | 0.75% | Q3 2022 | Q1 2023 | 3 |
Mission Creek Capital Partners, Inc. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Versant Capital Management, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 3 |
RITHOLTZ WEALTH MANAGEMENT | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 3 |
Kalos Management, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Redwood Financial Network Corp | 3 | 3 | 0.25% | 0.26% | 0.27% | Q1 2022 | Q3 2022 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Aaron Wealth Advisors LLC | 2 | 1 | 0.14% | 0.30% | 0.60% | Q4 2020 | Q2 2022 | 3 |
SevenBridge Financial Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
JOHNSON INVESTMENT COUNSEL INC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2019 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 3 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Graves Light Lenhart Wealth, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Ellenbecker Investment Group | 3 | 3 | 0.59% | 0.64% | 0.69% | Q1 2023 | Q3 2023 | 3 |
FutureAdvisor, Inc. | 3 | 3 | 0.05% | 0.07% | 0.08% | Q1 2015 | Q3 2015 | 3 |
Seneca House Advisors | 3 | 3 | 0.34% | 0.40% | 0.46% | Q4 2017 | Q2 2018 | 3 |
NTB Financial Corp | 3 | 3 | 0.99% | 1.47% | 2.29% | Q4 2021 | Q2 2022 | 3 |
Bull Oak Capital, LLC | 3 | 3 | 1.60% | 3.19% | 4.05% | Q4 2021 | Q2 2022 | 3 |
Truepoint, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 3 |
Sage Mountain Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 3 |
Dorsey & Whitney Trust CO LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
IVC Wealth Advisors LLC | 1 | 1 | 0.14% | 0.17% | 0.19% | Q1 2022 | Q2 2023 | 3 |
Tower View Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Elevated Capital Advisors, LLC | 3 | 3 | 0.72% | 0.81% | 0.88% | Q2 2020 | Q4 2020 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.34% | 0.40% | 0.46% | Q3 2021 | Q1 2022 | 3 |
Perfromance Wealth Partners, LLC | 3 | 3 | 0.05% | 0.16% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Van Hulzen Asset Management, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2016 | Q2 2017 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
ARS Wealth Advisors Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 3 |
Homrich & Berg | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
RAYMOND JAMES TRUST N.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 0.25% | 0.33% | 0.45% | Q3 2021 | Q1 2022 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 3 | 0.53% | 0.57% | 0.60% | Q1 2022 | Q3 2022 | 3 |
1834 INVESTMENT ADVISORS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
Frank, Rimerman Advisors LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q2 2022 | 3 |
Family Investment Center, Inc. | 3 | 3 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q2 2023 | 3 |
Professional Financial Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
MARIPAU WEALTH MANAGEMENT LLC | 3 | 3 | 0.50% | 0.56% | 0.66% | Q4 2021 | Q2 2022 | 3 |
BOENNING & SCATTERGOOD, INC. | 2 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q4 2022 | 3 |
Cornerstone Wealth Advisors, Inc. | 3 | 3 | 0.08% | 0.10% | 0.14% | Q1 2021 | Q3 2021 | 3 |
Wealth Advisory Solutions, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q1 2023 | 3 |
CEDAR CAPITAL, LLC | 3 | 3 | 0.09% | 0.21% | 0.46% | Q2 2020 | Q4 2020 | 3 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 3 | 3 | 0.16% | 0.17% | 0.19% | Q3 2021 | Q1 2022 | 3 |
Abbrea Capital, LLC | 3 | 3 | 0.10% | 0.21% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Polaris Wealth Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Asset Allocation Strategies LLC | 2 | 1 | 0.23% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 3 |
Arrow Investment Advisors, LLC | 3 | 3 | 1.16% | 1.19% | 1.22% | Q2 2020 | Q4 2020 | 3 |
ENZI WEALTH | 3 | 3 | 0.71% | 1.21% | 1.55% | Q3 2022 | Q1 2023 | 3 |
NEIRG Wealth Management, LLC | 3 | 3 | 0.75% | 0.81% | 0.88% | Q4 2022 | Q2 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Capasso Planning Partners LLC | 3 | 3 | 0.41% | 0.44% | 0.47% | Q4 2021 | Q2 2022 | 3 |
PETERSON WEALTH MANAGEMENT | 3 | 3 | 1.65% | 2.15% | 2.78% | Q4 2021 | Q2 2022 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 2.27% | 2.45% | 2.80% | Q1 2023 | Q3 2023 | 3 |
PINNACLE ASSOCIATES LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Veracity Capital LLC | 3 | 3 | 0.36% | 0.37% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Kabarec Financial Advisors, Ltd. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Darwin Wealth Management, LLC | 3 | 3 | 1.19% | 1.32% | 1.44% | Q2 2020 | Q4 2020 | 3 |
MidWestOne Financial Group, Inc. | 3 | 3 | 0.07% | 0.09% | 0.10% | Q3 2021 | Q1 2022 | 3 |
Evensky & Katz LLC | 3 | 3 | 0.04% | 0.11% | 0.25% | Q3 2019 | Q1 2020 | 3 |
APPLETON PARTNERS INC/MA | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Miracle Mile Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
SYM FINANCIAL Corp | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.25% | 0.74% | Q2 2020 | Q1 2023 | 3 |
Castleview Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
ACCESS FINANCIAL SERVICES, INC. | 3 | 3 | 4.48% | 5.45% | 7.30% | Q2 2017 | Q4 2017 | 3 |
Lido Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.38% | 0.64% | 0.85% | Q4 2020 | Q2 2021 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.12% | 0.19% | 0.23% | Q4 2021 | Q2 2022 | 3 |
LBMC INVESTMENT ADVISORS, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 3 |
Bluefin Trading, LLC | 3 | 3 | 0.02% | 0.08% | 0.14% | Q3 2013 | Q1 2014 | 3 |
Econ Financial Services Corp | 3 | 3 | 1.39% | 1.88% | 2.62% | Q1 2022 | Q3 2022 | 3 |
AMERICAN INTERNATIONAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
BROWN ADVISORY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.06% | 0.13% | 0.21% | Q3 2021 | Q1 2023 | 3 |
Titan Capital Management, LLC /TX | 3 | 3 | 5.24% | 6.10% | 7.21% | Q3 2021 | Q1 2022 | 3 |
Newport Wealth Strategies, Inc. | 3 | 3 | 0.24% | 0.34% | 0.42% | Q1 2021 | Q3 2021 | 3 |
VICUS CAPITAL | 3 | 3 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q4 2022 | 3 |
Fi3 FINANCIAL ADVISORS, LLC | 3 | 3 | 0.21% | 2.71% | 4.13% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Wellesley Investment Partners, LLC | 3 | 3 | 0.24% | 0.40% | 0.52% | Q4 2017 | Q2 2018 | 3 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Wallington Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 2 |
Crown Wealth Group, LLC | 2 | 2 | 1.18% | 1.28% | 1.39% | Q1 2022 | Q2 2022 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2022 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 2 |
Walleye Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
McNaughton Wealth Management, LLC | 2 | 2 | 0.73% | 1.18% | 1.64% | Q2 2023 | Q3 2023 | 2 |
TCF National Bank | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2020 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.41% | 0.48% | 0.55% | Q4 2021 | Q1 2022 | 2 |
TOEWS CORP /ADV | 2 | 2 | 0.99% | 1.68% | 2.36% | Q4 2021 | Q1 2022 | 2 |
NBT BANK N A /NY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Callan Capital, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2021 | Q1 2022 | 2 |
IronBridge Private Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.50% | 0.56% | 0.62% | Q3 2022 | Q4 2022 | 2 |
Smart Money Group LLC | 2 | 2 | 0.88% | 1.70% | 2.52% | Q4 2021 | Q1 2022 | 2 |
Owen LaRue, LLC | 2 | 2 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q1 2023 | 2 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 2 | 2 | 0.22% | 0.24% | 0.25% | Q3 2020 | Q4 2020 | 2 |
Choate Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q2 2023 | 2 |
Arkos Global Advisors | 2 | 2 | 0.28% | 0.31% | 0.35% | Q4 2022 | Q1 2023 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 1.13% | 1.14% | 1.15% | Q2 2023 | Q3 2023 | 2 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 2 |
SWMG, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q4 2020 | Q1 2021 | 2 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.71% | 0.86% | 1.01% | Q4 2022 | Q3 2023 | 2 |
RFP Financial Group LLC | 2 | 2 | 0.23% | 0.43% | 0.62% | Q4 2022 | Q1 2023 | 2 |
TD Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
GODSEY & GIBB, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
APPLETON GROUP, LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q2 2018 | Q3 2018 | 2 |
Cardinal Strategic Wealth Guidance | 2 | 2 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Yoder Wealth Management, Inc. | 2 | 2 | 0.45% | 0.46% | 0.47% | Q2 2023 | Q3 2023 | 2 |
River Wealth Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Independence Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
ZWJ INVESTMENT COUNSEL INC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q4 2019 | Q1 2020 | 2 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
SUMITOMO LIFE INSURANCE CO | 2 | 2 | 0.36% | 0.64% | 0.92% | Q2 2023 | Q3 2023 | 2 |
Carr Financial Group Corp | 2 | 2 | 0.35% | 0.70% | 1.04% | Q4 2022 | Q1 2023 | 2 |
OAK HARBOR WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 2 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
VIVID FINANCIAL MANAGEMENT, INC. | 2 | 2 | 1.00% | 1.33% | 1.65% | Q3 2021 | Q4 2021 | 2 |
Stevens First Principles Investment Advisors | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Imprint Wealth LLC | 1 | 1 | 0.17% | 0.20% | 0.23% | Q1 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Empirical Asset Management, LLC | 1 | 1 | 0.19% | 0.20% | 0.20% | Q4 2021 | Q1 2023 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
My Legacy Advisors, LLC | 2 | 2 | 0.17% | 0.23% | 0.28% | Q2 2022 | Q3 2022 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
USAdvisors Wealth Management, LLC | 2 | 2 | 0.93% | 0.93% | 0.93% | Q3 2019 | Q4 2019 | 2 |
Unconventional Investor, LLC | 2 | 2 | 0.23% | 0.30% | 0.36% | Q4 2021 | Q1 2022 | 2 |
SWS Partners | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Lion Street Advisors, LLC | 2 | 2 | 0.18% | 0.19% | 0.21% | Q1 2023 | Q2 2023 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
COUNTRY TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Goodwin Investment Advisory | 2 | 2 | 0.02% | 0.08% | 0.13% | Q3 2021 | Q4 2021 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.10% | 0.24% | 0.38% | Q2 2016 | Q3 2016 | 2 |
WestHill Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.25% | 0.50% | Q1 2023 | Q3 2023 | 2 |
Capital CS Group, LLC | 2 | 2 | 0.30% | 0.42% | 0.54% | Q4 2021 | Q1 2022 | 2 |
MONECO Advisors, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
MJP ASSOCIATES INC /ADV | 2 | 2 | 0.38% | 0.40% | 0.41% | Q4 2021 | Q1 2022 | 2 |
Hayden Royal, LLC | 2 | 2 | 0.22% | 0.28% | 0.34% | Q1 2019 | Q2 2019 | 2 |
SEGALL BRYANT & HAMILL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
Level Financial Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Avalon Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
WealthCare Investment Partners, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q1 2022 | Q2 2022 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Evanson Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Bristlecone Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
JANUS HENDERSON GROUP PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
MEANS INVESTMENT CO., INC. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2022 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
First National Bank of Hutchinson | 2 | 2 | 0.25% | 0.28% | 0.31% | Q3 2020 | Q4 2020 | 2 |
Pasadena Private Wealth, LLC | 2 | 2 | 0.14% | 1.48% | 2.81% | Q3 2022 | Q4 2022 | 2 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 2 |
Arden Trust Co | 2 | 2 | 0.85% | 0.86% | 0.88% | Q3 2023 | Q4 2023 | 2 |
25 LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Highland Financial Advisors, LLC | 2 | 2 | 1.60% | 1.76% | 1.91% | Q2 2022 | Q3 2022 | 2 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.02% | 0.13% | 0.23% | Q4 2021 | Q2 2022 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
CoreFirst Bank & Trust | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 2 |
Davis Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Arcadia Wealth Management, LLC | 2 | 2 | 0.45% | 0.48% | 0.51% | Q4 2022 | Q1 2023 | 2 |
Prossimo Advisors, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2023 | Q2 2023 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
STRATEGIC CAPITAL ADVISERS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Atlas Wealth Partners, LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q2 2023 | Q2 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Carlsbad Wealth Advisory Group, Inc. | 1 | 1 | 6.58% | 6.58% | 6.58% | Q2 2023 | Q2 2023 | 1 |
EA Series Trust | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
iAB Financial Bank | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FFG RETIREMENT ADVISORS LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q4 2022 | Q4 2022 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
MGO Private Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INTREPID CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MAYPORT, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
JTC Employer Solutions Trustee Ltd | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2013 | Q2 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2022 | Q1 2022 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
WULFF, HANSEN & CO. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2021 | Q4 2021 | 1 |
Wambolt & Associates, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Sage Capital Advisors,llc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Rainsberger Wealth Advisors, Inc. | 1 | 1 | 4.17% | 4.17% | 4.17% | Q4 2021 | Q4 2021 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
VIEWPOINT INVESTMENT PARTNERS CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
ZRC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Stonehearth Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Smithfield Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
REGIMEN WEALTH, LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2022 | Q4 2022 | 1 |
TD Ameritrade Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
InterOcean Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CITY HOLDING CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Lansing Street Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2019 | Q3 2019 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Badgley Phelps Wealth Managers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
PETRA FINANCIAL ADVISORS INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Pathway Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
C2C Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2021 | Q4 2021 | 1 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Zuckerman Investment Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WEST BANCORPORATION INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
RDA Financial Network | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
One Charles Private Wealth Services, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Element Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
McAlister, Sweet & Associates, Inc. | 1 | 1 | 4.11% | 4.11% | 4.11% | Q4 2021 | Q4 2021 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Key Client Fiduciary Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Insight Wealth Strategies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 1 | 1 | 10.58% | 10.58% | 10.58% | Q4 2021 | Q4 2021 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
McCarthy Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Financial Futures Ltd Liability Co. | 1 | 1 | 2.81% | 2.81% | 2.81% | Q4 2021 | Q4 2021 | 1 |
Maryland Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Hudson Portfolio Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Alhambra Investment Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Matisse Capital | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2016 | Q4 2016 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
Stokes Family Office, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Heirloom Wealth Management | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 1.79% | 1.79% | 1.79% | Q4 2018 | Q4 2018 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
Johnson Financial Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2018 | Q1 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2015 | Q3 2015 | 1 |
Bradley & Co. Private Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Full Sail Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Clarity Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
SHAPIRO CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
B.O.S.S. Retirement Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
Stifel Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Activest Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Cobblestone Asset Management LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2023 | Q3 2023 | 1 |
Bordeaux Wealth Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Eagle Strategies LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tatro Capital, LLC | 1 | 1 | 2.31% | 2.31% | 2.31% | Q4 2019 | Q4 2019 | 1 |
BTR CAPITAL MANAGEMENT INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
DBK Financial Counsel, LLC | 1 | 1 | 3.94% | 3.94% | 3.94% | Q4 2021 | Q4 2021 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Western Pacific Wealth Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
9258 Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2019 | Q3 2019 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Wayfinding Financial, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
Thrive Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Simplify Asset Management Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
GenWealth Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2017 | Q2 2017 | 1 |
Kingdom Financial Group LLC. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CALDWELL SUTTER CAPITAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arjuna Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 4.69% | 4.69% | 4.69% | Q4 2021 | Q4 2021 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2020 | Q1 2020 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
ARS Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Spinnaker Investment Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q3 2023 | Q3 2023 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 4.16% | 4.16% | 4.16% | Q2 2022 | Q2 2022 | 1 |
Western Financial Corp/CA | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q3 2021 | Q3 2021 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
Kure Advisory, LLC | 1 | 1 | 2.20% | 2.20% | 2.20% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MRA Advisory Group | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
Weatherstone Capital Management | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2018 | Q4 2018 | 1 |
Mader & Shannon Wealth Management, Inc. | 1 | 1 | 20.13% | 20.13% | 20.13% | Q3 2022 | Q3 2022 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Korea Investment CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FOUNDERS BANK & TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
LCNB CORP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
ROCKLAND TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ACT Advisors, LLC. | 1 | 1 | 9.21% | 9.21% | 9.21% | Q4 2021 | Q4 2021 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
John W. Brooker & Co., CPAs | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
PROFESSIONAL PLANNING | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q3 2021 | 1 |
Golden State Equity Partners | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Carter Financial Group, INC. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2022 | Q1 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Johnson & White Wealth Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2022 | Q3 2022 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Kernodle & Katon Asset Management Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Centurion Wealth Management LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Rinet Co LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
External links
This page lists all the filers that currently own SCHWAB STRATEGIC TR or have owned SCHWAB STRATEGIC TR in the past.