Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Tortoise Investment Management, LLC | 44 | 44 | 0.06% | 0.46% | 1.25% | Q4 2012 | Q3 2023 | 44 |
Courage Miller Partners, LLC | 42 | 42 | 2.19% | 2.71% | 3.48% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
HBK Sorce Advisory LLC | 42 | 42 | 0.20% | 0.30% | 0.52% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ALESCO ADVISORS LLC | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Charles Schwab Investment Advisory, Inc. | 42 | 42 | 0.82% | 1.77% | 2.54% | Q2 2013 | Q3 2023 | 42 |
Aspen Investment Management Inc | 42 | 42 | 0.39% | 0.62% | 0.85% | Q2 2013 | Q3 2023 | 42 |
VISTA CAPITAL PARTNERS, INC. | 42 | 42 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 2 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
BANK OF AMERICA CORP /DE/ | 36 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Avior Wealth Management, LLC | 40 | 40 | 0.07% | 0.49% | 1.25% | Q4 2013 | Q3 2023 | 40 |
MORGAN STANLEY | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.00% | 0.06% | 0.16% | Q4 2013 | Q3 2023 | 40 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 40 | 40 | 0.04% | 0.17% | 0.25% | Q4 2013 | Q3 2023 | 40 |
Gemmer Asset Management LLC | 39 | 39 | 0.05% | 0.68% | 1.29% | Q1 2014 | Q3 2023 | 39 |
CHOREO, LLC | 39 | 39 | 0.13% | 0.86% | 1.79% | Q1 2014 | Q3 2023 | 39 |
Capital Directions Investment Advisors, LLC | 31 | 7 | 0.01% | 0.03% | 0.17% | Q2 2013 | Q4 2022 | 38 |
Savant Capital, LLC | 37 | 37 | 0.09% | 1.76% | 5.46% | Q3 2014 | Q3 2023 | 37 |
Creative Planning | 33 | 4 | 0.00% | 0.04% | 0.12% | Q2 2014 | Q3 2023 | 37 |
ROYAL BANK OF CANADA | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
CITIGROUP INC | 33 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 37 |
One Capital Management, LLC | 22 | 15 | 0.04% | 0.31% | 0.61% | Q1 2014 | Q3 2023 | 37 |
Garrison Asset Management, LLC | 28 | 2 | 0.12% | 0.24% | 0.55% | Q2 2013 | Q2 2023 | 37 |
Allworth Financial LP | 37 | 37 | 0.00% | 0.01% | 0.09% | Q3 2014 | Q3 2023 | 37 |
Bartlett & Co. LLC | 21 | 7 | 0.00% | 0.01% | 0.10% | Q3 2014 | Q4 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.07% | 0.40% | 1.28% | Q4 2014 | Q3 2023 | 36 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 36 | 36 | 0.08% | 2.51% | 4.61% | Q4 2014 | Q3 2023 | 36 |
GHP Investment Advisors, Inc. | 36 | 36 | 0.23% | 0.75% | 1.36% | Q4 2014 | Q3 2023 | 36 |
Wealth Architects, LLC | 36 | 36 | 0.18% | 0.33% | 0.59% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Summit Financial Strategies, Inc. | 36 | 36 | 0.08% | 0.45% | 0.74% | Q4 2014 | Q3 2023 | 36 |
CABOT WEALTH MANAGEMENT INC | 35 | 35 | 0.15% | 0.30% | 0.45% | Q1 2015 | Q3 2023 | 35 |
NORTH STAR ASSET MANAGEMENT INC | 27 | 8 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2022 | 35 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 14 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 35 |
LPL Financial LLC | 33 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 35 |
Barrett Asset Management, LLC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
Sequoia Financial Advisors, LLC | 34 | 34 | 0.01% | 0.54% | 2.46% | Q2 2015 | Q3 2023 | 34 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33 | 33 | 0.05% | 0.34% | 1.12% | Q3 2015 | Q3 2023 | 33 |
SIGNATUREFD, LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 33 |
Texas Yale Capital Corp. | 32 | 32 | 0.03% | 0.20% | 0.34% | Q4 2015 | Q3 2023 | 32 |
Krilogy Financial LLC | 31 | 1 | 0.07% | 0.17% | 0.26% | Q3 2015 | Q3 2023 | 32 |
Moisand Fitzgerald Tamayo, LLC | 32 | 32 | 0.17% | 1.95% | 3.08% | Q4 2015 | Q3 2023 | 32 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.92% | 2.49% | Q3 2013 | Q3 2023 | 32 |
JFS WEALTH ADVISORS, LLC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 32 |
Ifrah Financial Services, Inc. | 27 | 4 | 0.08% | 0.12% | 0.14% | Q4 2013 | Q3 2023 | 31 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 30 | 1 | 0.74% | 1.17% | 1.38% | Q4 2014 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.02% | 0.21% | 0.54% | Q4 2015 | Q3 2023 | 31 |
COLONY GROUP LLC | 29 | 1 | 0.03% | 0.44% | 1.17% | Q3 2014 | Q3 2023 | 30 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 30 |
EATON VANCE MANAGEMENT | 25 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 30 |
Tradewinds Capital Management, LLC | 19 | 2 | 0.00% | 1.05% | 8.68% | Q4 2013 | Q3 2023 | 30 |
BOK Financial Private Wealth, Inc. | 30 | 30 | 0.03% | 0.15% | 0.80% | Q2 2013 | Q3 2020 | 30 |
Evensky & Katz LLC | 29 | 29 | 0.00% | 0.18% | 0.44% | Q2 2013 | Q2 2020 | 29 |
FAS Wealth Partners, Inc. | 29 | 29 | 0.00% | 0.10% | 0.36% | Q3 2016 | Q3 2023 | 29 |
Advisory Alpha, LLC | 27 | 2 | 0.01% | 1.40% | 2.73% | Q2 2016 | Q3 2023 | 29 |
FINANCIAL CONSULATE, INC | 27 | 2 | 0.72% | 2.04% | 3.28% | Q4 2015 | Q3 2023 | 29 |
Private Ocean, LLC | 18 | 11 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2023 | 29 |
ALTFEST L J & CO INC | 28 | 28 | 0.08% | 0.11% | 0.22% | Q4 2016 | Q3 2023 | 28 |
IMA Wealth, Inc. | 28 | 28 | 0.11% | 0.19% | 0.29% | Q4 2016 | Q3 2023 | 28 |
MATHER GROUP, LLC. | 28 | 28 | 0.39% | 2.62% | 3.68% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.12% | 0.62% | Q1 2016 | Q4 2022 | 28 |
McAdam, LLC | 28 | 28 | 1.98% | 3.03% | 3.50% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.14% | 0.89% | 2.90% | Q4 2016 | Q3 2023 | 28 |
REGENTATLANTIC CAPITAL LLC | 28 | 28 | 0.01% | 0.33% | 0.74% | Q4 2015 | Q3 2022 | 28 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.02% | 0.08% | Q3 2014 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
SAGE FINANCIAL GROUP INC | 23 | 5 | 0.03% | 0.66% | 1.87% | Q4 2014 | Q2 2022 | 28 |
Peak Financial Management, Inc. | 28 | 28 | 0.60% | 2.86% | 3.72% | Q4 2016 | Q3 2023 | 28 |
Advisory Services Network, LLC | 20 | 3 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 27 |
NORTHERN TRUST CORP | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Retirement Planning Group, LLC | 27 | 27 | 0.08% | 1.59% | 2.41% | Q2 2013 | Q4 2019 | 27 |
US BANCORP \DE\ | 27 | 27 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
CAPITAL ADVISORS INC/OK | 27 | 27 | 0.06% | 0.49% | 1.19% | Q1 2017 | Q3 2023 | 27 |
Kohmann Bosshard Financial Services, LLC | 25 | 2 | 0.82% | 2.09% | 2.71% | Q4 2016 | Q3 2023 | 27 |
FIFTH THIRD BANCORP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 27 |
MONETA GROUP INVESTMENT ADVISORS LLC | 27 | 27 | 0.05% | 0.17% | 0.40% | Q1 2017 | Q3 2023 | 27 |
Koshinski Asset Management, Inc. | 18 | 2 | 0.04% | 0.07% | 0.18% | Q3 2016 | Q3 2023 | 26 |
Versant Capital Management, Inc | 26 | 26 | 0.02% | 0.46% | 1.60% | Q3 2017 | Q4 2023 | 26 |
Merriman Wealth Management, LLC | 21 | 5 | 0.01% | 0.58% | 1.89% | Q4 2016 | Q3 2023 | 26 |
Brouwer & Janachowski, LLC | 26 | 26 | 0.07% | 1.99% | 4.53% | Q4 2013 | Q1 2020 | 26 |
CLEAR INVESTMENT RESEARCH, LLC | 26 | 26 | 0.07% | 0.13% | 0.24% | Q2 2017 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.01% | 0.05% | 0.09% | Q2 2017 | Q3 2023 | 26 |
Perigon Wealth Management, LLC | 16 | 1 | 0.01% | 0.12% | 0.23% | Q3 2011 | Q3 2023 | 26 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Anchor Investment Management, LLC | 25 | 25 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2023 | 25 |
MISSION WEALTH MANAGEMENT, LP | 23 | 1 | 0.05% | 0.39% | 1.50% | Q3 2017 | Q3 2023 | 24 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 24 | 24 | 0.06% | 0.14% | 0.46% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
EVERGREEN CAPITAL MANAGEMENT LLC | 24 | 24 | 0.09% | 0.27% | 0.72% | Q4 2017 | Q3 2023 | 24 |
Abacus Planning Group, Inc. | 24 | 24 | 0.35% | 0.56% | 0.81% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.12% | 0.17% | 0.26% | Q4 2017 | Q3 2023 | 24 |
PrairieView Partners, LLC | 24 | 24 | 0.74% | 0.95% | 1.26% | Q4 2017 | Q3 2023 | 24 |
Northwest Capital Management Inc | 24 | 24 | 0.73% | 3.90% | 6.60% | Q4 2017 | Q3 2023 | 24 |
Larson Financial Group LLC | 24 | 24 | 0.01% | 0.09% | 0.37% | Q4 2017 | Q3 2023 | 24 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.07% | 1.01% | 2.14% | Q1 2018 | Q3 2023 | 23 |
Cambridge Investment Research Advisors, Inc. | 16 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q4 2020 | 23 |
C M BIDWELL & ASSOCIATES LTD | 14 | 9 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 23 |
Pure Financial Advisors, LLC | 22 | 1 | 0.07% | 1.08% | 2.82% | Q3 2017 | Q4 2023 | 23 |
Relaxing Retirement Coach | 23 | 23 | 0.40% | 2.87% | 6.26% | Q4 2017 | Q2 2023 | 23 |
Leisure Capital Management | 23 | 23 | 0.36% | 0.76% | 3.24% | Q1 2018 | Q3 2023 | 23 |
Carroll Financial Associates, Inc. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.03% | Q1 2018 | Q3 2023 | 23 |
HighTower Advisors, LLC | 13 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 23 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Financial Management Professionals, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Brand Asset Management Group, Inc. | 22 | 22 | 0.18% | 2.67% | 3.98% | Q2 2018 | Q3 2023 | 22 |
Clearwater Capital Advisors, LLC | 21 | 1 | 0.00% | 0.70% | 1.04% | Q1 2018 | Q3 2023 | 22 |
Parkside Financial Bank & Trust | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Portfolio Solutions, LLC | 16 | 1 | 0.02% | 0.65% | 1.18% | Q4 2015 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
PITTENGER & ANDERSON INC | 21 | 21 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Elmwood Wealth Management, Inc. | 11 | 2 | 0.82% | 1.30% | 1.66% | Q1 2018 | Q3 2023 | 21 |
Financial Engines Advisors L.L.C. | 21 | 21 | 0.00% | 0.05% | 1.02% | Q3 2018 | Q3 2023 | 21 |
Horan Capital Advisors, LLC. | 20 | 1 | 0.06% | 1.03% | 1.57% | Q3 2017 | Q3 2023 | 21 |
COMMONWEALTH EQUITY SERVICES, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2023 | 21 |
TCI Wealth Advisors, Inc. | 18 | 1 | 0.00% | 0.02% | 0.18% | Q4 2015 | Q1 2023 | 21 |
Financial Architects, Inc | 18 | 1 | 0.00% | 0.04% | 0.08% | Q3 2014 | Q2 2020 | 21 |
Red Cedar Capital, LLC | 21 | 21 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q4 2022 | 21 |
AdvisorNet Financial, Inc | 12 | 9 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 21 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 20 | 20 | 0.00% | 0.02% | 0.10% | Q1 2015 | Q4 2019 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2020 | 20 |
Black Diamond Financial, LLC | 20 | 20 | 0.08% | 0.63% | 2.08% | Q4 2018 | Q3 2023 | 20 |
Omega Financial Group, LLC | 20 | 20 | 0.24% | 0.93% | 1.62% | Q4 2018 | Q3 2023 | 20 |
MARSHALL FINANCIAL GROUP INC /ADV | 20 | 20 | 0.20% | 0.33% | 0.96% | Q4 2018 | Q3 2023 | 20 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 20 | 20 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 20 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 20 | 20 | 0.76% | 1.03% | 1.33% | Q4 2018 | Q3 2023 | 20 |
Gradient Capital Advisors, LLC | 20 | 20 | 0.11% | 0.19% | 0.30% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 12 | 8 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 20 |
Elm Partners Management LLC | 20 | 20 | 0.08% | 0.25% | 0.38% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
KEYBANK NATIONAL ASSOCIATION/OH | 11 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Columbus Macro, LLC | 20 | 20 | 0.63% | 1.40% | 2.10% | Q4 2018 | Q3 2023 | 20 |
MANAGED ACCOUNT SERVICES INC | 20 | 20 | 0.83% | 0.95% | 1.07% | Q4 2016 | Q3 2021 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.00% | 0.04% | 0.21% | Q4 2018 | Q3 2023 | 20 |
SOL Capital Management CO | 20 | 20 | 0.16% | 0.36% | 0.65% | Q4 2018 | Q3 2023 | 20 |
Alpha Omega Wealth Management LLC | 20 | 20 | 0.05% | 0.08% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Trellis Advisors, LLC | 20 | 20 | 0.54% | 0.76% | 1.17% | Q4 2018 | Q3 2023 | 20 |
Ironsides Asset Advisors, LLC | 18 | 1 | 0.08% | 0.18% | 0.63% | Q4 2017 | Q4 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
FMR LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
CAPTRUST FINANCIAL ADVISORS | 17 | 1 | 0.00% | 0.01% | 0.11% | Q1 2016 | Q3 2023 | 19 |
MML INVESTORS SERVICES, LLC | 19 | 19 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.13% | 0.39% | 0.44% | Q1 2019 | Q3 2023 | 19 |
Raymond James Financial Services Advisors, Inc. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
White Lighthouse Investment Management Inc. | 9 | 4 | 0.05% | 0.13% | 0.25% | Q4 2017 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.07% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Schoolcraft Capital LLC | 19 | 19 | 0.07% | 0.18% | 0.48% | Q1 2019 | Q3 2023 | 19 |
MCF Advisors LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 18 |
Redwood Investment Management, LLC | 6 | 4 | 0.58% | 0.90% | 1.23% | Q4 2017 | Q3 2023 | 18 |
Sheaff Brock Investment Advisors, LLC | 14 | 4 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2021 | 18 |
AMERICAN CENTURY COMPANIES INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
HHM Wealth Advisors, LLC | 16 | 1 | 0.04% | 0.07% | 0.17% | Q4 2018 | Q3 2023 | 17 |
COMMERCE BANK | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Vigilant Capital Management, LLC | 11 | 1 | 0.00% | 0.79% | 2.19% | Q2 2013 | Q2 2023 | 17 |
Vantage Investment Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2018 | 17 |
Baldrige Asset Management LLC | 17 | 17 | 0.53% | 0.72% | 0.94% | Q1 2019 | Q1 2023 | 17 |
NewSquare Capital LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
TIAA, FSB | 16 | 1 | 0.04% | 0.26% | 0.40% | Q4 2018 | Q2 2023 | 17 |
QUADRANT CAPITAL GROUP LLC | 16 | 1 | 0.02% | 0.13% | 0.27% | Q4 2018 | Q3 2023 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2019 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2022 | 17 |
Live Your Vision, LLC | 17 | 17 | 0.02% | 0.52% | 1.20% | Q1 2015 | Q1 2019 | 17 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 17 |
Cresset Asset Management, LLC | 9 | 8 | 0.00% | 0.03% | 0.12% | Q4 2018 | Q3 2023 | 17 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.10% | 0.15% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Strategic Financial Planning, Inc. | 16 | 16 | 0.67% | 4.69% | 8.77% | Q4 2019 | Q3 2023 | 16 |
Robertson Stephens Wealth Management, LLC | 8 | 2 | 0.03% | 0.12% | 0.34% | Q4 2018 | Q3 2023 | 16 |
CVA Family Office, LLC | 16 | 16 | 0.14% | 0.35% | 0.59% | Q4 2019 | Q3 2023 | 16 |
Carolina Wealth Advisors, LLC | 16 | 16 | 0.47% | 0.55% | 0.64% | Q4 2019 | Q3 2023 | 16 |
Charles Schwab Trust Co | 10 | 6 | 0.04% | 0.75% | 1.26% | Q3 2019 | Q3 2023 | 16 |
Glassman Wealth Services | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Mariner, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 16 |
Cerity Partners LLC | 13 | 3 | 0.00% | 0.02% | 0.11% | Q2 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
AlphaCore Capital LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
MOTCO | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Plante Moran Financial Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 15 |
NORTHWEST WEALTH MANAGEMENT, LLC | 15 | 15 | 0.12% | 0.20% | 0.28% | Q1 2020 | Q3 2023 | 15 |
HARBOUR INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.17% | 0.19% | 0.20% | Q1 2020 | Q3 2023 | 15 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 10 | 5 | 0.13% | 0.22% | 0.40% | Q4 2019 | Q3 2023 | 15 |
Apriem Advisors | 8 | 1 | 0.01% | 0.08% | 1.07% | Q2 2013 | Q2 2018 | 15 |
CAPITAL INSIGHT PARTNERS, LLC | 15 | 15 | 1.54% | 1.69% | 2.16% | Q1 2020 | Q3 2023 | 15 |
Procyon Advisors, LLC | 12 | 3 | 0.01% | 0.49% | 1.50% | Q4 2019 | Q3 2023 | 15 |
BCS Wealth Management | 14 | 1 | 0.16% | 0.29% | 0.43% | Q4 2019 | Q3 2023 | 15 |
Seven Springs Wealth Group, LLC | 15 | 15 | 2.06% | 2.70% | 3.40% | Q1 2020 | Q3 2023 | 15 |
CAHILL FINANCIAL ADVISORS INC | 8 | 7 | 0.04% | 0.10% | 0.16% | Q1 2018 | Q1 2022 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Wealthcare Advisory Partners LLC | 15 | 15 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q3 2021 | 15 |
Symmetry Partners, LLC | 15 | 15 | 0.26% | 0.37% | 0.58% | Q2 2020 | Q4 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Faithward Advisors, LLC | 11 | 4 | 0.00% | 0.05% | 0.23% | Q4 2019 | Q3 2023 | 15 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 15 | 15 | 0.02% | 0.34% | 1.60% | Q1 2014 | Q3 2017 | 15 |
Barnett & Company, Inc. | 15 | 15 | 0.02% | 0.06% | 0.09% | Q1 2016 | Q3 2019 | 15 |
ROPES WEALTH ADVISORS LLC | 15 | 15 | 0.34% | 0.37% | 0.42% | Q4 2019 | Q2 2023 | 15 |
MUFG Americas Holdings Corp | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2022 | 15 |
HM PAYSON & CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
PINNACLE ASSOCIATES LTD | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
DUNCKER STREETT & CO INC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
JFG Wealth Management, LLC | 14 | 14 | 0.97% | 2.58% | 4.16% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.02% | 0.02% | 0.04% | Q4 2015 | Q1 2019 | 14 |
Miracle Mile Advisors, LLC | 13 | 1 | 0.06% | 0.13% | 0.18% | Q3 2018 | Q3 2023 | 14 |
Johnson Financial Group, LLC | 14 | 14 | 2.24% | 4.43% | 5.69% | Q2 2020 | Q3 2023 | 14 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 14 | 14 | 0.24% | 0.79% | 2.71% | Q4 2019 | Q1 2023 | 14 |
NAPLES GLOBAL ADVISORS, LLC | 8 | 2 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q1 2022 | 14 |
Newman Dignan & Sheerar, Inc. | 9 | 5 | 0.04% | 0.22% | 0.63% | Q4 2014 | Q2 2019 | 14 |
Capital Analysts, LLC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Chevy Chase Trust Holdings, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2019 | 14 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
BlueSky Wealth Advisors, LLC | 14 | 14 | 0.14% | 0.28% | 0.64% | Q4 2016 | Q1 2020 | 14 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 14 | 0.28% | 1.44% | 1.81% | Q1 2019 | Q2 2022 | 14 |
RAYMOND JAMES & ASSOCIATES | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 14 |
Single Point Partners, LLC | 7 | 1 | 0.16% | 0.27% | 0.37% | Q4 2019 | Q3 2023 | 14 |
Curbstone Financial Management Corp | 9 | 4 | 0.07% | 0.46% | 0.80% | Q2 2017 | Q4 2021 | 13 |
Eidelman Virant Capital | 8 | 5 | 0.05% | 0.12% | 0.18% | Q1 2015 | Q3 2018 | 13 |
WHITTIER TRUST CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 13 |
BDO Wealth Advisors, LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 13 |
IndexIQ Advisors LLC | 13 | 13 | 0.00% | 0.42% | 1.05% | Q1 2019 | Q1 2022 | 13 |
BCWM, LLC | 13 | 13 | 0.12% | 0.16% | 0.23% | Q2 2013 | Q2 2016 | 13 |
HANCOCK WHITNEY CORP | 13 | 13 | 0.06% | 0.17% | 0.33% | Q3 2020 | Q3 2023 | 13 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 0.23% | 0.36% | 0.70% | Q3 2020 | Q3 2023 | 13 |
CENTRAL TRUST Co | 12 | 1 | 0.00% | 0.09% | 0.16% | Q1 2018 | Q3 2023 | 13 |
Southern Wealth Management, LLP | 13 | 13 | 0.96% | 5.12% | 8.86% | Q1 2020 | Q1 2023 | 13 |
SHINE INVESTMENT ADVISORY SERVICES INC | 13 | 13 | 0.00% | 1.24% | 3.47% | Q2 2017 | Q2 2020 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.02% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Vivaldi Capital Management LP | 10 | 3 | 0.05% | 0.06% | 0.10% | Q1 2020 | Q2 2023 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.35% | 0.52% | 0.65% | Q4 2020 | Q3 2023 | 12 |
JPMORGAN CHASE & CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Foster Group, Inc. | 12 | 12 | 0.05% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Oakwell Private Wealth Management, LLC | 12 | 12 | 0.38% | 0.73% | 1.57% | Q4 2020 | Q3 2023 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
TFC Financial Management, Inc. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.15% | 0.20% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Capital Investment Advisory Services, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2022 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 12 |
Delphi Private Advisors LLC | 12 | 12 | 0.12% | 0.37% | 1.03% | Q4 2015 | Q3 2018 | 12 |
Falcon Wealth Planning | 12 | 12 | 0.25% | 0.38% | 0.58% | Q4 2020 | Q3 2023 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.24% | 0.99% | 2.20% | Q4 2020 | Q3 2023 | 12 |
NWAM LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 12 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.06% | 0.18% | 0.52% | Q3 2017 | Q3 2023 | 12 |
Argent Trust Co | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
ACT WEALTH MANAGEMENT, LLC | 12 | 12 | 3.54% | 4.28% | 5.55% | Q4 2020 | Q3 2023 | 12 |
Strategic Family Wealth Counselors, L.L.C. | 6 | 6 | 0.13% | 0.24% | 0.34% | Q4 2018 | Q3 2023 | 12 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.10% | 0.45% | Q4 2014 | Q2 2023 | 12 |
MADDEN SECURITIES Corp | 11 | 1 | 0.01% | 0.28% | 0.36% | Q4 2019 | Q4 2022 | 12 |
Valeo Financial Advisors, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2021 | 11 |
FRANKLIN RESOURCES INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Heritage Way Advisors, LLC | 11 | 11 | 0.13% | 0.23% | 0.26% | Q2 2019 | Q4 2021 | 11 |
SkyView Investment Advisors, LLC | 11 | 11 | 0.35% | 0.56% | 0.95% | Q4 2020 | Q2 2023 | 11 |
Evanson Asset Management, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 11 |
John W. Brooker & Co., CPAs | 6 | 5 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 11 |
Cornerstone Wealth Advisors, Inc. | 11 | 11 | 1.26% | 1.39% | 1.49% | Q1 2021 | Q3 2023 | 11 |
Sugarloaf Wealth Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 11 |
TAP Consulting, LLC | 11 | 11 | 0.38% | 0.62% | 0.79% | Q1 2021 | Q3 2023 | 11 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SignalPoint Asset Management, LLC | 11 | 11 | 0.14% | 0.15% | 0.18% | Q1 2021 | Q3 2023 | 11 |
ASPIRIANT, LLC | 7 | 4 | 0.03% | 0.10% | 0.15% | Q1 2016 | Q4 2018 | 11 |
Nicholas Hoffman & Company, LLC. | 7 | 4 | 0.01% | 0.13% | 0.35% | Q1 2019 | Q3 2023 | 11 |
Vista Private Wealth Partners. LLC | 10 | 1 | 0.00% | 0.16% | 0.26% | Q3 2019 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Radnor Financial Advisors, LLC | 11 | 11 | 6.80% | 12.27% | 15.19% | Q1 2020 | Q3 2022 | 11 |
Colony Family Offices, LLC | 11 | 11 | 0.27% | 0.37% | 0.46% | Q1 2021 | Q3 2023 | 11 |
Newton One Investments LLC | 10 | 10 | 0.07% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
First Allied Advisory Services, Inc. | 8 | 1 | 0.00% | 0.16% | 0.25% | Q2 2017 | Q3 2020 | 10 |
BerganKDV Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 10 |
HARTLINE INVESTMENT CORP/ | 10 | 10 | 0.09% | 0.15% | 0.23% | Q2 2013 | Q3 2015 | 10 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.02% | 0.08% | 0.23% | Q1 2017 | Q2 2023 | 10 |
ProVise Management Group, LLC | 6 | 4 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2019 | 10 |
Cetera Investment Advisers | 5 | 5 | 0.00% | 0.06% | 0.14% | Q4 2020 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
HORIZON FINANCIAL SERVICES, LLC | 10 | 10 | 0.90% | 2.05% | 2.56% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Key FInancial Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 10 | 10 | 2.84% | 5.11% | 10.24% | Q4 2017 | Q1 2020 | 10 |
VALENTINE VENTURES LLC | 9 | 1 | 3.73% | 4.08% | 4.30% | Q4 2014 | Q4 2018 | 10 |
Focused Wealth Management, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
REDW Wealth LLC | 10 | 10 | 0.13% | 0.15% | 0.18% | Q2 2020 | Q3 2022 | 10 |
Investors Research Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 3 | 3 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q1 2023 | 9 |
LAKE STREET ADVISORS GROUP, LLC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q4 2019 | 9 |
BSW Wealth Partners | 9 | 9 | 0.08% | 0.13% | 0.21% | Q4 2016 | Q4 2018 | 9 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 6 | 1 | 0.01% | 0.24% | 0.47% | Q3 2014 | Q3 2021 | 9 |
JONES FINANCIAL COMPANIES LLLP | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
BESSEMER GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q4 2021 | 9 |
Mokosak Advisory Group, LLC | 9 | 9 | 5.72% | 6.65% | 7.99% | Q4 2017 | Q4 2019 | 9 |
HawsGoodwin Investment Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
FIRST MERCHANTS CORP | 9 | 9 | 0.03% | 0.08% | 0.16% | Q3 2017 | Q3 2019 | 9 |
MCIA Inc | 5 | 4 | 0.10% | 1.99% | 5.12% | Q3 2017 | Q4 2021 | 9 |
Sand Hill Global Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 9 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 9 |
WestHill Financial Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.00% | 0.23% | 0.70% | Q3 2021 | Q3 2023 | 9 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 6 | 3 | 0.02% | 0.31% | 0.92% | Q4 2018 | Q1 2022 | 9 |
Prime Capital Investment Advisors, LLC | 7 | 2 | 0.00% | 0.03% | 0.11% | Q3 2019 | Q3 2023 | 9 |
MANCHESTER FINANCIAL INC | 6 | 3 | 0.00% | 0.08% | 0.24% | Q4 2018 | Q1 2021 | 9 |
Wedmont Private Capital | 8 | 8 | 0.26% | 0.36% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2021 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
JMG Financial Group, Ltd. | 8 | 8 | 0.06% | 0.33% | 0.63% | Q2 2014 | Q1 2016 | 8 |
Diligent Investors, LLC | 8 | 8 | 0.17% | 0.44% | 0.60% | Q4 2017 | Q3 2019 | 8 |
CAPITAL PERFORMANCE ADVISORS LLP | 8 | 8 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q3 2023 | 8 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2018 | 8 |
Mosaic Financial Partners, Inc. | 6 | 2 | 0.14% | 0.18% | 0.26% | Q2 2013 | Q2 2015 | 8 |
BLUESTEIN R H & CO LLC | 7 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2022 | 8 |
Sandy Spring Bank | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
M&R CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2023 | 8 |
Brooklyn FI, LLC | 8 | 8 | 1.02% | 1.55% | 2.92% | Q4 2021 | Q3 2023 | 8 |
Lenox Wealth Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 8 |
EP Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Mutual Advisors, LLC | 7 | 1 | 0.02% | 0.03% | 0.07% | Q2 2019 | Q4 2021 | 8 |
Lowe Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Bridgewater Advisors Inc. | 8 | 8 | 0.08% | 0.13% | 0.25% | Q1 2021 | Q4 2022 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.11% | 0.46% | 1.03% | Q2 2013 | Q1 2015 | 8 |
Journey Advisory Group, LLC | 8 | 8 | 0.12% | 0.16% | 0.19% | Q4 2020 | Q3 2022 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 2.76% | 3.50% | 4.21% | Q4 2021 | Q3 2023 | 8 |
Lantz Financial LLC | 4 | 4 | 0.18% | 0.24% | 0.33% | Q1 2019 | Q3 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.34% | 0.43% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 5.06% | 5.48% | 5.80% | Q4 2021 | Q3 2023 | 8 |
Stearns Financial Services Group | 8 | 8 | 0.00% | 0.04% | 0.07% | Q3 2018 | Q2 2020 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.00% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Garde Capital, Inc. | 6 | 2 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q4 2020 | 8 |
Richard P Slaughter Associates Inc | 8 | 8 | 0.27% | 0.37% | 0.54% | Q1 2022 | Q4 2023 | 8 |
Fortress Wealth Management, Inc. | 8 | 8 | 0.88% | 2.20% | 4.77% | Q4 2021 | Q3 2023 | 8 |
Capital Advantage, Inc. | 8 | 8 | 0.31% | 0.66% | 0.98% | Q4 2014 | Q3 2016 | 8 |
Ten Capital Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 2.45% | 3.33% | 4.61% | Q4 2021 | Q3 2023 | 8 |
55I, LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q2 2022 | 8 |
LTG Capital LLC | 8 | 8 | 0.76% | 1.03% | 2.55% | Q4 2021 | Q3 2023 | 8 |
FULTON BREAKEFIELD BROENNIMAN LLC | 8 | 8 | 0.03% | 0.08% | 0.10% | Q4 2017 | Q3 2019 | 8 |
Realta Investment Advisors | 4 | 2 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 0.64% | 2.26% | 3.30% | Q4 2021 | Q3 2023 | 8 |
Kavar Capital Partners, LLC | 3 | 1 | 0.01% | 0.07% | 0.14% | Q4 2013 | Q2 2019 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 1.23% | 1.43% | 1.73% | Q3 2021 | Q3 2023 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 0.43% | 0.63% | 1.03% | Q4 2021 | Q3 2023 | 8 |
Laidlaw Wealth Management LLC | 4 | 1 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
AE Wealth Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.39% | 0.49% | 0.82% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.09% | 0.13% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 8 |
EXENCIAL WEALTH ADVISORS, LLC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2022 | 8 |
Costello Asset Management, INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.14% | 0.64% | 1.16% | Q4 2021 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2016 | 8 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q2 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Retirement Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Pacifica Partners Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2023 | 7 |
First Capital Advisors Group, LLC. | 6 | 1 | 0.77% | 1.03% | 1.37% | Q4 2018 | Q2 2023 | 7 |
Busey Bank | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Center for Financial Planning, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 7 |
Lee Financial Co | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 7 |
OXFORD FINANCIAL GROUP, LTD. LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 7 | 7 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q4 2020 | 7 |
Foster Victor Wealth Advisors, LLC | 5 | 1 | 0.03% | 0.58% | 1.25% | Q4 2019 | Q1 2023 | 7 |
Rosenberg Matthew Hamilton | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
FORVIS Wealth Advisors, LLC | 7 | 7 | 0.06% | 0.10% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Parcion Private Wealth LLC | 7 | 7 | 0.10% | 0.39% | 0.90% | Q1 2022 | Q3 2023 | 7 |
SOA Wealth Advisors, LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Systelligence, LLC | 7 | 7 | 1.90% | 2.48% | 3.04% | Q3 2020 | Q1 2022 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 7 |
Guardian Financial Partners, LLC | 6 | 1 | 0.21% | 0.28% | 0.37% | Q4 2021 | Q3 2023 | 7 |
Estate Counselors, LLC | 7 | 7 | 0.05% | 1.51% | 2.75% | Q1 2018 | Q3 2019 | 7 |
GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sutton Wealth Advisors Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2021 | 7 |
Prestige Wealth Management Group LLC | 7 | 7 | 0.00% | 0.15% | 0.27% | Q4 2018 | Q2 2020 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Maxim Capital Management LLC | 7 | 7 | 0.57% | 0.69% | 0.78% | Q4 2018 | Q2 2020 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Jacobi Capital Management LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 7 |
SAX WEALTH ADVISORS, LLC | 4 | 3 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Alliance Wealth Management Group | 6 | 1 | 0.24% | 0.57% | 0.68% | Q4 2015 | Q2 2018 | 7 |
Index Fund Advisors, Inc. | 4 | 3 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 7 |
Vise Technologies, Inc. | 7 | 7 | 2.47% | 2.99% | 3.66% | Q1 2022 | Q3 2023 | 7 |
Curi Wealth Management, LLC | 7 | 7 | 0.00% | 0.45% | 0.73% | Q4 2020 | Q2 2022 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 2.80% | 3.11% | 3.32% | Q2 2020 | Q4 2021 | 7 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 7 |
Summit Asset Management, LLC | 3 | 1 | 0.10% | 0.45% | 1.18% | Q3 2014 | Q3 2018 | 6 |
Bison Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Gladstone Institutional Advisory LLC | 6 | 6 | 0.07% | 0.18% | 0.29% | Q1 2019 | Q2 2020 | 6 |
Chicago Partners Investment Group LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
IVC Wealth Advisors LLC | 4 | 2 | 0.16% | 0.18% | 0.20% | Q1 2022 | Q3 2023 | 6 |
Marquette Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Hurlow Wealth Management Group, Inc. | 6 | 6 | 0.58% | 0.67% | 0.72% | Q4 2018 | Q1 2020 | 6 |
Latigo Investments, LLC | 6 | 6 | 2.11% | 2.37% | 2.60% | Q2 2022 | Q3 2023 | 6 |
Lattice Strategies LLC | 6 | 6 | 0.11% | 0.15% | 0.18% | Q2 2013 | Q3 2014 | 6 |
St. Louis Trust Co | 6 | 6 | 0.48% | 0.56% | 0.81% | Q2 2022 | Q3 2023 | 6 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 6 | 6 | 0.01% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Braun-Bostich & Associates Inc. | 6 | 6 | 0.64% | 1.50% | 1.88% | Q1 2022 | Q2 2023 | 6 |
ACIMA PRIVATE WEALTH, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
WealthShield Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 6 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 6 | 6 | 0.04% | 0.10% | 0.16% | Q4 2018 | Q1 2020 | 6 |
Seaside Wealth Management, Inc. | 6 | 6 | 0.17% | 1.67% | 2.54% | Q2 2022 | Q3 2023 | 6 |
Armor Investment Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Burt Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
MEANS INVESTMENT CO., INC. | 6 | 6 | 0.07% | 0.28% | 0.58% | Q2 2022 | Q3 2023 | 6 |
Passive Capital Management, LLC. | 6 | 6 | 0.40% | 0.46% | 0.60% | Q4 2021 | Q1 2023 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.80% | 1.21% | 1.89% | Q4 2015 | Q1 2017 | 6 |
Crewe Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
MID CONTINENT CAPITAL LLC/IL | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
FIRST MANHATTAN CO. LLC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2022 | 6 |
Lenox Wealth Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
Concert Wealth Management Inc. | 3 | 1 | 0.01% | 0.04% | 0.04% | Q2 2014 | Q3 2016 | 6 |
Bellwether Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 6 |
Stratos Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.17% | 0.33% | Q4 2018 | Q1 2020 | 6 |
IEQ CAPITAL, LLC | 5 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
WEALTHFRONT Corp | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2018 | 6 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2020 | 6 |
Berger Financial Group, Inc | 4 | 2 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2022 | 6 |
SVB WEALTH LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 6 |
Dorsey & Whitney Trust CO LLC | 4 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Litman Gregory Wealth Management LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Cedar Wealth Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.11% | Q1 2019 | Q2 2020 | 6 |
Acorn Wealth Advisors, LLC | 6 | 6 | 0.18% | 0.20% | 0.24% | Q4 2017 | Q1 2019 | 6 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Cribstone Capital Management, LLC | 5 | 5 | 0.14% | 0.16% | 0.20% | Q4 2018 | Q4 2019 | 5 |
Kistler-Tiffany Companies, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Baystate Wealth Management LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 5 |
MACRO Consulting Group | 5 | 5 | 0.17% | 0.19% | 0.20% | Q2 2020 | Q2 2021 | 5 |
PEAK FINANCIAL ADVISORS LLC | 5 | 5 | 0.18% | 0.32% | 0.44% | Q4 2020 | Q4 2021 | 5 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 5 |
Kestra Advisory Services, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 5 | 5 | 0.02% | 0.06% | 0.10% | Q3 2017 | Q3 2018 | 5 |
Sound Financial Strategies Group, LLC | 5 | 5 | 0.60% | 1.44% | 2.64% | Q4 2020 | Q4 2021 | 5 |
Tranquility Partners, LLC | 4 | 1 | 0.13% | 0.18% | 0.31% | Q2 2022 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.05% | Q1 2015 | Q1 2016 | 5 |
Destination Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
PACIFIC FINANCIAL GROUP INC | 4 | 1 | 0.00% | 0.21% | 0.27% | Q1 2019 | Q3 2020 | 5 |
ISLAY CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Camelot Portfolios, LLC | 4 | 1 | 0.08% | 0.10% | 0.11% | Q1 2019 | Q1 2022 | 5 |
Geometric Wealth Advisors | 4 | 1 | 0.07% | 0.20% | 0.70% | Q1 2022 | Q3 2023 | 5 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2021 | 5 |
MBL Wealth, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
McLean Asset Management Corp | 5 | 5 | 0.26% | 0.27% | 0.29% | Q4 2022 | Q4 2023 | 5 |
Allianz Asset Management GmbH | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2020 | 5 |
Pegasus Partners Ltd. | 5 | 5 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q1 2022 | 5 |
Lindbrook Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Manhattan West Asset Management, LLC | 4 | 1 | 0.08% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 5 |
Cetera Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Edge Capital Group, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q4 2019 | 5 |
CBIZ Investment Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
AVAII WEALTH MANAGEMENT, LLC | 4 | 1 | 0.21% | 0.25% | 0.35% | Q1 2022 | Q3 2023 | 5 |
Addison Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
JNBA Financial Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2022 | 5 |
WMS Partners, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Ancora Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 5 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 5 |
SMITH, MOORE & CO. | 2 | 1 | 0.05% | 0.06% | 0.06% | Q3 2017 | Q4 2019 | 5 |
BRIGHTON JONES LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q1 2022 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Worth Asset Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.17% | 0.18% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Valmark Advisers, Inc. | 5 | 5 | 0.01% | 0.07% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Personal Capital Advisors Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
Janney Montgomery Scott LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 5 |
Next Capital Management LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2019 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.18% | 0.26% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.38% | 0.42% | 0.46% | Q4 2021 | Q3 2022 | 4 |
Apollon Wealth Management, LLC | 3 | 1 | 0.04% | 1.67% | 5.94% | Q4 2018 | Q2 2020 | 4 |
DB Wealth Management Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
DOPKINS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.90% | 1.05% | 1.15% | Q4 2022 | Q3 2023 | 4 |
MONEYWISE, INC. | 4 | 4 | 0.26% | 0.27% | 0.29% | Q3 2016 | Q2 2017 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 4 | 0.11% | 0.20% | 0.27% | Q4 2020 | Q3 2021 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
Friedenthal Financial | 4 | 4 | 0.48% | 0.52% | 0.55% | Q3 2017 | Q2 2018 | 4 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
1832 Asset Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Cassady Schiller Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 4 |
Edge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 4 |
MEEDER ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Keystone Financial Group | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
RGT Wealth Advisors, LLC | 4 | 4 | 0.24% | 0.40% | 0.51% | Q4 2021 | Q3 2022 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.05% | 0.14% | 0.29% | Q3 2017 | Q4 2021 | 4 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Aspire Wealth Management Corp | 4 | 4 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q2 2023 | 4 |
Janney Capital Management LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q4 2022 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.02% | 0.08% | 0.10% | Q4 2020 | Q3 2021 | 4 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 4 |
Econ Financial Services Corp | 3 | 1 | 0.70% | 1.48% | 2.01% | Q4 2018 | Q2 2022 | 4 |
PRW Wealth Management LLC | 4 | 4 | 0.44% | 0.51% | 0.60% | Q4 2018 | Q3 2019 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Homrich & Berg | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.09% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Brinker Capital Investments, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2018 | Q3 2019 | 4 |
GoalVest Advisory LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 4 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 4 |
NorthCrest Asset Manangement, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 4 |
Tempus Wealth Planning, LLC | 4 | 4 | 0.18% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Savior LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q2 2021 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Burleson & Company, LLC | 4 | 4 | 0.53% | 0.93% | 1.16% | Q4 2017 | Q3 2018 | 4 |
Blue Barn Wealth, LLC | 4 | 4 | 0.39% | 0.42% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Opes Wealth Management LLC | 4 | 4 | 0.16% | 0.17% | 0.19% | Q1 2019 | Q4 2019 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 0.48% | 0.62% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Spectrum Management Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Sound Income Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 0.45% | 0.50% | 0.56% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 1.45% | 1.93% | 2.15% | Q4 2022 | Q3 2023 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
FutureAdvisor, Inc. | 4 | 4 | 0.55% | 0.95% | 1.42% | Q4 2014 | Q3 2015 | 4 |
NKCFO LLC | 4 | 4 | 0.82% | 1.34% | 1.61% | Q4 2018 | Q3 2019 | 4 |
BB&T SECURITIES, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2018 | 4 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Essex Financial Services, Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Simplicity Wealth,LLC | 4 | 4 | 1.51% | 1.86% | 2.34% | Q4 2021 | Q3 2022 | 4 |
Geneos Wealth Management Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Wilson & Boucher Capital Management, LLC | 2 | 2 | 0.18% | 0.21% | 0.24% | Q4 2021 | Q2 2023 | 4 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 3 |
SMITH HAYES Advisers, Inc | 3 | 3 | 0.34% | 0.37% | 0.40% | Q1 2014 | Q3 2014 | 3 |
AdvicePeriod, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
iAB Financial Bank | 3 | 3 | 0.25% | 0.31% | 0.42% | Q4 2016 | Q2 2017 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
Moran Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
WADE G W & INC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 3 |
Ellevest, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 0.63% | 0.66% | 0.70% | Q1 2023 | Q3 2023 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Golden State Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 3 |
MAI Capital Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 3 |
Antonetti Capital Management LLC | 2 | 1 | 0.06% | 0.07% | 0.07% | Q2 2010 | Q4 2021 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.01% | 0.07% | 0.12% | Q4 2022 | Q3 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Tarbox Family Office, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Intercontinental Wealth Advisors, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q2 2023 | 3 |
Meridian Wealth Management, LLC | 2 | 1 | 0.02% | 0.10% | 0.16% | Q4 2017 | Q2 2019 | 3 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.08% | 0.10% | 0.11% | Q3 2017 | Q1 2018 | 3 |
AFS Financial Group, LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
NATIXIS ADVISORS, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Newbridge Financial Services Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Independence Bank of Kentucky | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Phocas Financial Corp. | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
SPINNAKER TRUST | 3 | 3 | 0.76% | 0.85% | 0.91% | Q3 2019 | Q1 2020 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.19% | 0.30% | 0.54% | Q4 2020 | Q2 2021 | 3 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JOHNSON INVESTMENT COUNSEL INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 3 |
AlphaStar Capital Management, LLC | 2 | 1 | 0.14% | 0.22% | 0.36% | Q2 2017 | Q2 2022 | 3 |
Corient Capital Partners, LLC | 3 | 3 | 0.03% | 0.07% | 0.11% | Q4 2021 | Q2 2022 | 3 |
Cypress Capital, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 3 |
1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.01% | 0.07% | 0.16% | Q1 2016 | Q3 2016 | 3 |
AMERICAN NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Stokes Capital Advisors, LLC | 3 | 3 | 0.12% | 0.20% | 0.29% | Q1 2019 | Q3 2019 | 3 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
HAZLETT, BURT & WATSON, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 3 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2021 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q2 2022 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 3 |
ASPIRIANT HOLDINGS S3, LLC | 3 | 3 | 0.43% | 0.50% | 0.54% | Q2 2015 | Q4 2015 | 3 |
Blackhawk Capital Partners LLC. | 2 | 1 | 0.06% | 0.18% | 0.35% | Q4 2017 | Q2 2021 | 3 |
UMB Bank, n.a. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.22% | 0.34% | 0.59% | Q4 2021 | Q2 2022 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.06% | 0.16% | Q2 2020 | Q1 2023 | 3 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Simplicity Solutions, LLC | 1 | 1 | 0.00% | 0.05% | 0.09% | Q4 2015 | Q4 2020 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Global Wealth Strategies & Associates | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
HCR Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Westwind Capital | 1 | 1 | 0.06% | 0.66% | 1.25% | Q4 2017 | Q2 2018 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2021 | 2 |
G2 CAPITAL MANAGEMENT, LLC / OH | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
OARSMAN CAPITAL, INC. | 2 | 2 | 0.21% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 2 |
ROBERTSON STEPHENS ADVISORS LLC | 2 | 2 | 0.20% | 0.27% | 0.34% | Q2 2017 | Q3 2017 | 2 |
FIDUCIARY TRUST INTERNATIONAL LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q4 2019 | Q1 2020 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 2 |
Consilium Wealth Advisory, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 2 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
HB Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
CGN Advisors LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Cornerstone Management, Inc. | 2 | 2 | 0.28% | 0.28% | 0.28% | Q1 2018 | Q2 2018 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
25 LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q2 2023 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q2 2019 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Davis Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
TILIA FIDUCIARY PARTNERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
DWM Financial Group, Inc. | 2 | 2 | 3.86% | 4.33% | 4.80% | Q4 2019 | Q1 2020 | 2 |
Pinnacle Advisory Group, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2016 | Q4 2016 | 2 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2020 | Q3 2020 | 2 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Pflug Koory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.46% | 0.81% | 1.16% | Q3 2013 | Q2 2015 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
West Family Investments, Inc. | 2 | 2 | 0.62% | 0.70% | 0.78% | Q4 2020 | Q1 2021 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 2 |
Long Wharf Investors, Inc. | 2 | 2 | 0.36% | 0.38% | 0.40% | Q1 2014 | Q2 2014 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Modus Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 2 |
GSB Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Brickley Wealth Management | 1 | 1 | 0.16% | 1.37% | 2.58% | Q1 2020 | Q1 2022 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 2 |
BALASA DINVERNO & FOLTZ LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q2 2014 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.07% | 0.14% | Q3 2015 | Q1 2016 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2020 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
River Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2014 | Q2 2014 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IAM Advisory, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2021 | Q2 2021 | 1 |
Founders Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2018 | Q4 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Oak Asset Management, LLC | 1 | 1 | 2.27% | 2.27% | 2.27% | Q2 2022 | Q2 2022 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
SevenOneSeven Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Tatro Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Arlington Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
Trexquant Investment LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FOUNDERS BANK & TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
GOFEN & GLOSSBERG LLC /IL/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Soltis Investment Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GFS Private Wealth, LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q4 2017 | Q4 2017 | 1 |
Smithfield Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Accredited Investors Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Financial Consulate Inc. | 1 | 1 | 2.05% | 2.05% | 2.05% | Q2 2021 | Q2 2021 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Pathway Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Element Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Towercrest Capital Management | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2018 | Q2 2018 | 1 |
Sawyer & Company, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CONDOR CAPITAL MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Lansing Street Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
D. SCOTT NEAL, INC. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2018 | Q2 2018 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 2.60% | 2.60% | 2.60% | Q1 2023 | Q1 2023 | 1 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Arjuna Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Aries Wealth Management | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2022 | Q1 2022 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2013 | Q3 2013 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Carlsbad Wealth Advisory Group, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2023 | Q2 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Opes Advisors Inc | 1 | 1 | 1.45% | 1.45% | 1.45% | Q4 2018 | Q4 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Lindenwold Advisors, INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Carter Financial Group, INC. | 1 | 1 | 1.68% | 1.68% | 1.68% | Q1 2022 | Q1 2022 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Stratford Consulting, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q1 2020 | Q1 2020 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Evolution Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capital Square, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BALLAST ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2021 | Q2 2021 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Landmark Financial Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2020 | Q3 2020 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own SCHWAB STRATEGIC TR or have owned SCHWAB STRATEGIC TR in the past.