Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 40 |
Roundview Capital LLC | 30 | 30 | 0.08% | 0.43% | 1.38% | Q2 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 13 | 0.01% | 0.12% | 0.53% | Q1 2016 | Q3 2023 | 30 |
WHITTIER TRUST CO OF NEVADA INC | 30 | 30 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 30 | 30 | 0.01% | 0.06% | 0.14% | Q2 2016 | Q3 2023 | 30 |
Private Advisor Group, LLC | 30 | 30 | 0.02% | 0.10% | 0.41% | Q2 2016 | Q3 2023 | 30 |
WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 30 |
NORTHERN TRUST CORP | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
UBS Group AG | 30 | 30 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 30 |
ProVise Management Group, LLC | 30 | 30 | 0.04% | 0.13% | 0.35% | Q2 2016 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 30 | 30 | 0.01% | 0.06% | 0.27% | Q2 2016 | Q3 2023 | 30 |
OLD SECOND NATIONAL BANK OF AURORA | 30 | 30 | 0.14% | 0.20% | 0.23% | Q2 2016 | Q3 2023 | 30 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 30 | 30 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 30 |
ROYAL BANK OF CANADA | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 30 |
US BANCORP \DE\ | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Sigma Planning Corp | 30 | 30 | 0.14% | 0.25% | 0.68% | Q2 2016 | Q3 2023 | 30 |
CITIGROUP INC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
STEPHENS INC /AR/ | 30 | 30 | 0.04% | 0.14% | 0.37% | Q2 2016 | Q3 2023 | 30 |
WEDBUSH SECURITIES INC | 30 | 30 | 0.03% | 0.09% | 0.18% | Q2 2016 | Q3 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 30 | 30 | 0.04% | 0.21% | 0.42% | Q2 2016 | Q3 2023 | 30 |
STIFEL FINANCIAL CORP | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
LPL Financial LLC | 30 | 30 | 0.05% | 0.11% | 0.29% | Q2 2016 | Q3 2023 | 30 |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Kelman-Lazarov, Inc. | 30 | 30 | 2.98% | 8.15% | 12.83% | Q2 2016 | Q3 2023 | 30 |
ENVESTNET ASSET MANAGEMENT INC | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
Patten Group, Inc. | 30 | 30 | 0.01% | 0.21% | 0.41% | Q2 2016 | Q3 2023 | 30 |
Creative Planning | 24 | 5 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 29 |
HighTower Advisors, LLC | 18 | 11 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 29 |
CWM, LLC | 21 | 8 | 0.04% | 0.16% | 0.35% | Q2 2016 | Q3 2023 | 29 |
JNBA Financial Advisors | 20 | 8 | 0.00% | 8.43% | 11.01% | Q3 2016 | Q3 2023 | 28 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
DAVENPORT & Co LLC | 28 | 28 | 0.00% | 0.08% | 0.12% | Q4 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.03% | 0.22% | 0.38% | Q4 2016 | Q3 2023 | 28 |
Ancora Advisors LLC | 28 | 28 | 0.01% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Migdal Insurance & Financial Holdings Ltd. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 27 | 0.00% | 0.04% | 0.14% | Q1 2017 | Q3 2023 | 27 |
Brinker Capital Investments, LLC | 27 | 27 | 0.02% | 0.32% | 0.66% | Q2 2016 | Q4 2022 | 27 |
Asset Dedication, LLC | 26 | 1 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 27 |
WELCH & FORBES LLC | 27 | 27 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Brookstone Capital Management | 27 | 27 | 0.12% | 0.49% | 0.91% | Q1 2017 | Q3 2023 | 27 |
LEVEL FOUR ADVISORY SERVICES, LLC | 27 | 27 | 0.13% | 0.67% | 1.63% | Q1 2017 | Q3 2023 | 27 |
Anchor Investment Management, LLC | 27 | 27 | 0.00% | 0.06% | 0.15% | Q2 2017 | Q4 2023 | 27 |
JPMORGAN CHASE & CO | 26 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Cetera Advisor Networks LLC | 21 | 1 | 0.01% | 0.10% | 0.30% | Q3 2016 | Q3 2023 | 26 |
Ahrens Investment Partners LLC | 26 | 26 | 2.10% | 3.72% | 5.32% | Q4 2016 | Q1 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.16% | 1.27% | Q2 2017 | Q3 2023 | 26 |
Dynamic Advisor Solutions LLC | 25 | 1 | 0.24% | 0.78% | 2.16% | Q2 2016 | Q3 2023 | 26 |
Belpointe Asset Management LLC | 25 | 25 | 0.06% | 0.11% | 0.17% | Q3 2017 | Q3 2023 | 25 |
Cornerstone Wealth Management, LLC | 22 | 3 | 0.05% | 0.20% | 0.46% | Q2 2017 | Q3 2023 | 25 |
OneDigital Investment Advisors LLC | 20 | 5 | 1.59% | 4.02% | 6.38% | Q2 2017 | Q3 2023 | 25 |
Argent Trust Co | 19 | 6 | 0.02% | 0.15% | 0.69% | Q4 2016 | Q3 2023 | 25 |
Mirae Asset Global Investments Co., Ltd. | 16 | 9 | 0.01% | 0.04% | 0.07% | Q1 2017 | Q3 2023 | 25 |
B. Riley Wealth Advisors, Inc. | 25 | 25 | 0.02% | 0.08% | 0.18% | Q3 2017 | Q3 2023 | 25 |
OPPENHEIMER & CO INC | 25 | 25 | 0.01% | 0.07% | 0.16% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.13% | 0.32% | Q4 2017 | Q3 2023 | 24 |
Vista Private Wealth Partners. LLC | 21 | 3 | 2.64% | 3.27% | 4.30% | Q3 2017 | Q3 2023 | 24 |
BOSTON FAMILY OFFICE LLC | 24 | 24 | 0.02% | 0.10% | 0.18% | Q4 2017 | Q3 2023 | 24 |
SFMG, LLC | 24 | 24 | 0.98% | 5.35% | 9.83% | Q4 2017 | Q3 2023 | 24 |
Acorn Wealth Advisors, LLC | 24 | 24 | 0.05% | 1.53% | 3.01% | Q4 2017 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 23 | 23 | 0.01% | 0.08% | 0.16% | Q1 2018 | Q3 2023 | 23 |
IHT Wealth Management, LLC | 13 | 10 | 0.06% | 0.23% | 0.49% | Q4 2017 | Q3 2023 | 23 |
Gilbert & Cook, Inc. | 23 | 23 | 0.07% | 0.24% | 0.63% | Q1 2018 | Q3 2023 | 23 |
PRUDENTIAL PLC | 22 | 22 | 0.00% | 0.12% | 0.76% | Q2 2018 | Q3 2023 | 22 |
Global Retirement Partners, LLC | 15 | 7 | 0.01% | 0.07% | 0.21% | Q1 2018 | Q3 2023 | 22 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
BECK CAPITAL MANAGEMENT, LLC | 9 | 2 | 0.06% | 0.11% | 0.20% | Q3 2016 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 22 | 22 | 0.03% | 0.12% | 0.18% | Q2 2018 | Q3 2023 | 22 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.29% | 0.54% | Q3 2017 | Q3 2022 | 21 |
First Bank & Trust | 21 | 21 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q2 2022 | 21 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.01% | 0.08% | 0.34% | Q4 2018 | Q3 2023 | 20 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.07% | 0.12% | Q4 2017 | Q3 2022 | 20 |
StoneX Group Inc. | 17 | 3 | 0.28% | 0.44% | 0.61% | Q4 2017 | Q3 2023 | 20 |
PINNACLE FINANCIAL PARTNERS INC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.23% | 0.50% | 0.64% | Q4 2018 | Q3 2023 | 20 |
Claraphi Advisory Network, LLC | 20 | 20 | 0.18% | 0.39% | 0.89% | Q1 2018 | Q4 2022 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.16% | 0.32% | 0.46% | Q4 2018 | Q3 2023 | 20 |
CENTAURUS FINANCIAL, INC. | 19 | 1 | 0.02% | 0.08% | 0.13% | Q2 2018 | Q3 2023 | 20 |
COOKSON PEIRCE & CO INC | 20 | 20 | 0.04% | 0.11% | 0.19% | Q4 2018 | Q3 2023 | 20 |
RDA Financial Network | 19 | 19 | 0.22% | 0.50% | 0.76% | Q1 2019 | Q3 2023 | 19 |
Baird Financial Group, Inc. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Cornerstone Wealth Group, LLC | 19 | 19 | 0.64% | 2.45% | 6.64% | Q1 2019 | Q3 2023 | 19 |
BRIGHTON JONES LLC | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Winslow, Evans & Crocker, Inc. | 19 | 19 | 0.02% | 0.11% | 0.25% | Q2 2016 | Q4 2020 | 19 |
Barnett & Company, Inc. | 19 | 19 | 0.02% | 1.42% | 4.04% | Q1 2019 | Q3 2023 | 19 |
Atria Investments, Inc | 18 | 1 | 0.01% | 0.07% | 0.24% | Q2 2018 | Q2 2023 | 19 |
Oliver Luxxe Assets LLC | 19 | 19 | 0.20% | 0.44% | 0.57% | Q1 2019 | Q3 2023 | 19 |
CIBC WORLD MARKET INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
AE Wealth Management LLC | 19 | 19 | 0.01% | 0.05% | 0.58% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Weaver Consulting Group | 19 | 19 | 0.01% | 0.12% | 0.22% | Q1 2019 | Q3 2023 | 19 |
NewEdge Advisors, LLC | 10 | 1 | 0.01% | 0.02% | 0.14% | Q2 2017 | Q3 2023 | 19 |
BANK OF MONTREAL /CAN/ | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 19 |
Cerity Partners LLC | 18 | 18 | 0.06% | 0.19% | 0.63% | Q2 2019 | Q3 2023 | 18 |
Castle Rock Wealth Management, LLC | 18 | 18 | 0.24% | 0.49% | 1.00% | Q2 2019 | Q3 2023 | 18 |
Gladstone Institutional Advisory LLC | 18 | 18 | 0.18% | 0.28% | 0.40% | Q2 2019 | Q3 2023 | 18 |
Tranquility Partners, LLC | 18 | 18 | 1.81% | 2.08% | 2.58% | Q2 2019 | Q3 2023 | 18 |
First Allied Advisory Services, Inc. | 18 | 18 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q3 2020 | 18 |
Cornell Pochily Investment Advisors, Inc. | 18 | 18 | 0.06% | 0.50% | 0.77% | Q2 2019 | Q3 2023 | 18 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 18 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.04% | 0.27% | Q1 2018 | Q3 2023 | 18 |
Summit Asset Management, LLC | 17 | 17 | 0.10% | 2.21% | 5.79% | Q3 2019 | Q3 2023 | 17 |
Partnervest Advisory Services LLC | 17 | 17 | 0.12% | 0.33% | 0.56% | Q3 2016 | Q3 2020 | 17 |
Parallel Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Fairhaven Wealth Management, LLC | 13 | 1 | 0.09% | 0.15% | 0.26% | Q4 2018 | Q3 2023 | 17 |
ATLAS CAPITAL ADVISORS LLC | 12 | 5 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 17 |
Laurel Wealth Advisors, Inc. | 6 | 1 | 0.02% | 0.06% | 0.11% | Q4 2016 | Q2 2022 | 17 |
CAHILL FINANCIAL ADVISORS INC | 17 | 17 | 1.78% | 3.77% | 6.17% | Q3 2019 | Q3 2023 | 17 |
LINCOLN NATIONAL CORP | 17 | 17 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 17 |
V Wealth Advisors LLC | 12 | 1 | 0.01% | 0.33% | 0.59% | Q2 2017 | Q3 2023 | 17 |
Zurich Insurance Group Ltd/FI | 17 | 17 | 0.00% | 0.11% | 0.16% | Q3 2019 | Q3 2023 | 17 |
Global Trust Asset Management, LLC | 9 | 2 | 0.01% | 0.43% | 1.00% | Q4 2017 | Q3 2023 | 17 |
TTP Investments, Inc. | 9 | 8 | 12.47% | 32.55% | 45.75% | Q4 2017 | Q3 2023 | 17 |
Cetera Advisors LLC | 16 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 17 |
Hochman Cole Investment Advisors, Inc. | 17 | 17 | 0.39% | 0.94% | 1.62% | Q3 2017 | Q3 2021 | 17 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
ROBERTS GLORE & CO INC /IL/ | 16 | 16 | 0.22% | 0.48% | 1.00% | Q4 2019 | Q3 2023 | 16 |
Ascension Capital Advisors, Inc. | 16 | 16 | 0.64% | 0.91% | 1.09% | Q4 2019 | Q3 2023 | 16 |
Leelyn Smith, LLC | 16 | 16 | 5.75% | 6.74% | 7.86% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Moors & Cabot, Inc. | 9 | 3 | 0.01% | 0.07% | 0.24% | Q1 2018 | Q3 2023 | 16 |
Verde Capital Management | 16 | 16 | 6.84% | 12.41% | 18.55% | Q4 2019 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.27% | 0.35% | 0.45% | Q4 2019 | Q3 2023 | 16 |
WIMMER ASSOCIATES 1, LLC | 16 | 16 | 0.18% | 1.62% | 3.07% | Q4 2019 | Q3 2023 | 16 |
Archer Investment Corp | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Janney Montgomery Scott LLC | 16 | 16 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
WINTRUST INVESTMENTS LLC | 10 | 2 | 0.07% | 0.09% | 0.14% | Q2 2018 | Q3 2023 | 16 |
PROFESSIONAL PLANNING | 16 | 16 | 0.50% | 1.03% | 1.32% | Q4 2017 | Q3 2021 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 16 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 16 | 16 | 0.19% | 0.71% | 1.60% | Q4 2019 | Q3 2023 | 16 |
Mutual Advisors, LLC | 12 | 4 | 0.02% | 0.14% | 0.56% | Q1 2019 | Q3 2023 | 16 |
EWG Elevate Inc. | 16 | 16 | 0.39% | 0.71% | 1.03% | Q4 2019 | Q3 2023 | 16 |
Carroll Financial Associates, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 16 |
Financial Partners Group, Inc | 16 | 16 | 0.26% | 1.00% | 1.74% | Q4 2019 | Q3 2023 | 16 |
Beaumont Asset Management, L.L.C. | 16 | 16 | 11.35% | 13.87% | 17.35% | Q4 2019 | Q3 2023 | 16 |
Qube Research & Technologies Ltd | 10 | 5 | 0.00% | 0.07% | 0.17% | Q4 2019 | Q3 2023 | 15 |
J.P. Morgan Private Wealth Advisors LLC | 13 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 15 |
Csenge Advisory Group | 15 | 15 | 0.09% | 0.32% | 1.52% | Q1 2020 | Q3 2023 | 15 |
BCS Wealth Management | 15 | 15 | 0.14% | 0.65% | 1.44% | Q1 2020 | Q3 2023 | 15 |
Perigon Wealth Management, LLC | 14 | 1 | 0.01% | 0.03% | 0.05% | Q3 2011 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.29% | 0.52% | Q1 2020 | Q3 2023 | 15 |
Integrated Wealth Concepts LLC | 9 | 3 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 15 |
HOWARD FINANCIAL SERVICES, LTD. | 15 | 15 | 0.27% | 0.43% | 0.59% | Q1 2020 | Q3 2023 | 15 |
Lionsbridge Wealth Management LLC | 14 | 1 | 0.95% | 5.84% | 11.08% | Q4 2019 | Q3 2023 | 15 |
Archford Capital Strategies, LLC | 15 | 15 | 0.54% | 1.33% | 1.68% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
S.E.E.D. Planning Group LLC | 15 | 15 | 1.43% | 3.44% | 5.65% | Q1 2020 | Q3 2023 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.09% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.03% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 12 | 3 | 0.00% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 15 |
Apriem Advisors | 15 | 15 | 1.39% | 1.50% | 1.63% | Q1 2020 | Q3 2023 | 15 |
COMERICA BANK | 14 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 15 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q4 2022 | 14 |
FIRST FOUNDATION ADVISORS | 14 | 14 | 0.07% | 0.80% | 2.14% | Q2 2020 | Q3 2023 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2020 | 14 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 14 |
IRON Financial LLC | 14 | 14 | 1.73% | 2.26% | 3.68% | Q2 2020 | Q3 2023 | 14 |
Apexium Financial, LP | 14 | 14 | 2.47% | 4.74% | 7.16% | Q2 2020 | Q3 2023 | 14 |
Arete Wealth Advisors, LLC | 14 | 14 | 0.04% | 0.11% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Advisory Services Network, LLC | 10 | 2 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q1 2023 | 14 |
ASSET MANAGEMENT CORP /IL/ /ADV | 14 | 14 | 0.66% | 1.24% | 2.72% | Q4 2019 | Q1 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Capital Analysts, LLC | 11 | 1 | 0.00% | 0.13% | 0.24% | Q1 2019 | Q3 2023 | 14 |
BlackRock Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 14 |
Baystate Wealth Management LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 14 | 14 | 0.02% | 0.15% | 0.26% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES TRUST N.A. | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Visionary Wealth Advisors | 13 | 13 | 0.89% | 1.07% | 1.71% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.36% | 0.41% | 0.52% | Q3 2020 | Q3 2023 | 13 |
SMITH, MOORE & CO. | 13 | 13 | 0.04% | 0.16% | 0.36% | Q3 2020 | Q3 2023 | 13 |
PSI Advisors, LLC | 12 | 1 | 0.14% | 0.20% | 0.26% | Q4 2019 | Q3 2023 | 13 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 13 |
Glassman Wealth Services | 12 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 13 |
Integrated Advisors Network LLC | 11 | 1 | 0.02% | 0.12% | 0.22% | Q4 2019 | Q3 2023 | 13 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 13 |
Parallax Volatility Advisers, L.P. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
Rehmann Capital Advisory Group | 13 | 13 | 0.03% | 0.19% | 0.32% | Q3 2020 | Q3 2023 | 13 |
Stratos Wealth Partners, LTD. | 10 | 1 | 0.00% | 0.08% | 0.28% | Q4 2017 | Q3 2023 | 13 |
Kingsview Wealth Management, LLC | 8 | 2 | 0.01% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 13 |
Perennial Investment Advisors, LLC | 10 | 3 | 0.04% | 0.12% | 0.20% | Q4 2019 | Q3 2023 | 13 |
HOWE & RUSLING INC | 13 | 13 | 0.00% | 0.19% | 1.22% | Q3 2019 | Q3 2022 | 13 |
AFFINIA FINANCIAL GROUP, LLC | 13 | 13 | 7.54% | 15.32% | 27.46% | Q2 2020 | Q2 2023 | 13 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2021 | 13 |
FIFTH THIRD BANCORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 13 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 13 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 13 | 13 | 0.01% | 0.11% | 0.26% | Q2 2018 | Q2 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.05% | 0.13% | Q3 2020 | Q3 2023 | 13 |
TCI Wealth Advisors, Inc. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.03% | 0.09% | 0.52% | Q4 2020 | Q3 2023 | 12 |
WealthPLAN Partners, LLC | 7 | 5 | 1.32% | 1.76% | 2.36% | Q3 2020 | Q4 2023 | 12 |
Laurel Wealth Planning LLC | 12 | 12 | 2.24% | 3.33% | 5.79% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL MANAGEMENT NETWORK INC | 12 | 12 | 9.51% | 10.63% | 11.53% | Q4 2020 | Q3 2023 | 12 |
Claybrook Capital, LLC | 9 | 3 | 1.27% | 1.43% | 1.57% | Q3 2020 | Q3 2023 | 12 |
Lido Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Gradient Investments LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Eudaimonia Partners, LLC | 6 | 2 | 0.01% | 0.12% | 0.52% | Q4 2019 | Q3 2023 | 12 |
GM Advisory Group, LLC | 12 | 12 | 0.05% | 0.07% | 0.11% | Q1 2019 | Q4 2021 | 12 |
AdvisorNet Financial, Inc | 10 | 2 | 0.00% | 0.01% | 0.07% | Q4 2017 | Q3 2023 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 0.72% | 0.95% | 1.20% | Q4 2020 | Q3 2023 | 12 |
Clarus Group, Inc. | 12 | 12 | 0.37% | 0.43% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 2.07% | 3.83% | 5.07% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Alpha Omega Group, Inc. | 12 | 12 | 9.34% | 12.49% | 18.80% | Q4 2020 | Q3 2023 | 12 |
VAN DEN BERG MANAGEMENT I, INC | 12 | 12 | 0.08% | 0.22% | 0.36% | Q4 2020 | Q3 2023 | 12 |
US FINANCIAL ADVISORS, LLC | 12 | 12 | 3.19% | 4.45% | 5.17% | Q4 2020 | Q3 2023 | 12 |
Almanack Investment Partners, LLC. | 7 | 1 | 0.05% | 0.51% | 1.93% | Q2 2020 | Q3 2023 | 12 |
DOHJ, LLC | 11 | 1 | 0.12% | 0.18% | 0.40% | Q4 2019 | Q4 2022 | 12 |
TRUST CO OF VERMONT | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 12 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Provident Wealth Management, LLC | 11 | 11 | 6.85% | 7.66% | 9.33% | Q1 2021 | Q3 2023 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11 | 11 | 0.30% | 0.66% | 0.97% | Q1 2019 | Q3 2021 | 11 |
Johnson Financial Group, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 1.38% | 2.02% | 2.27% | Q4 2020 | Q2 2023 | 11 |
Accuvest Global Advisors | 11 | 11 | 0.13% | 0.80% | 2.50% | Q4 2019 | Q2 2022 | 11 |
BBVA USA Bancshares, Inc. | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2020 | 11 |
Planned Solutions, Inc. | 7 | 4 | 13.40% | 15.01% | 17.73% | Q3 2020 | Q2 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.02% | 0.06% | 0.16% | Q4 2020 | Q2 2023 | 11 |
Ferguson Shapiro LLC | 11 | 11 | 3.02% | 3.77% | 5.50% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 11 |
Cutler Capital Management, LLC | 11 | 11 | 0.06% | 0.21% | 0.43% | Q1 2021 | Q3 2023 | 11 |
Wagner Wealth Management, LLC | 5 | 2 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q3 2022 | 11 |
SIGNATUREFD, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 11 |
TCG Advisory Services, LLC | 8 | 3 | 0.04% | 0.13% | 0.27% | Q4 2020 | Q3 2023 | 11 |
Legacy Private Trust Co. | 11 | 11 | 0.06% | 0.18% | 0.54% | Q1 2021 | Q3 2023 | 11 |
PARK AVENUE SECURITIES LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 11 |
GPS Wealth Strategies Group, LLC | 11 | 11 | 0.18% | 0.22% | 0.30% | Q1 2021 | Q3 2023 | 11 |
Randolph Co Inc | 5 | 2 | 0.03% | 0.67% | 3.58% | Q1 2020 | Q3 2023 | 11 |
Trilogy Capital Inc. | 4 | 1 | 0.00% | 0.52% | 1.44% | Q1 2018 | Q3 2023 | 11 |
Beacon Pointe Advisors, LLC | 11 | 11 | 0.04% | 0.09% | 0.25% | Q1 2021 | Q3 2023 | 11 |
CEERA INVESTMENTS, LLC | 11 | 11 | 8.81% | 11.29% | 14.97% | Q1 2021 | Q3 2023 | 11 |
Financial Advocates Investment Management | 7 | 1 | 0.02% | 0.21% | 0.37% | Q2 2019 | Q3 2023 | 11 |
BROWN ADVISORY INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SUNTRUST BANKS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.05% | 0.18% | Q1 2021 | Q3 2023 | 10 |
Future Financial Wealth Managment LLC | 10 | 10 | 2.63% | 3.39% | 4.28% | Q2 2021 | Q3 2023 | 10 |
Sequoia Financial Advisors, LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Allworth Financial LP | 10 | 10 | 0.00% | 0.02% | 0.11% | Q2 2021 | Q3 2023 | 10 |
SWMG, LLC | 6 | 4 | 0.20% | 0.32% | 0.54% | Q4 2020 | Q2 2023 | 10 |
Fermata Advisors, LLC | 10 | 10 | 1.20% | 2.41% | 5.07% | Q2 2021 | Q3 2023 | 10 |
Quantitative Advantage, LLC | 10 | 10 | 0.51% | 3.39% | 4.20% | Q4 2020 | Q1 2023 | 10 |
Prospera Financial Services Inc | 10 | 10 | 0.01% | 0.20% | 0.43% | Q2 2021 | Q3 2023 | 10 |
Triumph Capital Management | 10 | 10 | 0.24% | 1.14% | 2.19% | Q2 2021 | Q3 2023 | 10 |
Activest Wealth Management | 9 | 1 | 4.13% | 7.21% | 10.47% | Q1 2021 | Q3 2023 | 10 |
NVWM, LLC | 10 | 10 | 0.02% | 0.08% | 0.10% | Q4 2017 | Q1 2020 | 10 |
Sandy Spring Bank | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 10 |
Samalin Investment Counsel, LLC | 7 | 3 | 0.19% | 0.30% | 0.61% | Q1 2021 | Q3 2023 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 10 | 0.17% | 0.32% | 0.46% | Q2 2021 | Q3 2023 | 10 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 | 1 | 0.05% | 0.11% | 0.16% | Q2 2018 | Q3 2023 | 10 |
SENTINEL PENSION ADVISORS INC | 10 | 10 | 0.91% | 1.43% | 2.18% | Q2 2021 | Q3 2023 | 10 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 10 | 10 | 0.17% | 0.52% | 0.90% | Q2 2021 | Q3 2023 | 10 |
Wolff Financial Management LLC | 9 | 1 | 0.10% | 0.14% | 0.28% | Q1 2021 | Q3 2023 | 10 |
Financial Services Advisory Inc | 8 | 1 | 0.42% | 7.07% | 14.02% | Q4 2019 | Q2 2023 | 10 |
Sutton Wealth Advisors Inc. | 7 | 2 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2018 | 9 |
FDx Advisors, Inc. | 7 | 2 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q2 2019 | 9 |
CREDIT SUISSE AG/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Soundwatch Capital LLC | 4 | 2 | 0.05% | 0.16% | 0.33% | Q2 2020 | Q3 2023 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.02% | 0.15% | 0.53% | Q3 2019 | Q1 2023 | 9 |
WNY Asset Management, LLC | 9 | 9 | 0.05% | 1.24% | 3.51% | Q1 2021 | Q1 2023 | 9 |
Western Wealth Management, LLC | 8 | 1 | 0.05% | 0.26% | 0.55% | Q2 2021 | Q3 2023 | 9 |
Kalos Management, Inc. | 8 | 1 | 0.03% | 0.46% | 0.89% | Q1 2020 | Q1 2023 | 9 |
Edge Wealth Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
HUNTINGTON NATIONAL BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Prism Advisors, Inc. | 9 | 9 | 0.07% | 1.11% | 1.58% | Q3 2019 | Q3 2021 | 9 |
FAS Wealth Partners, Inc. | 7 | 2 | 0.00% | 0.05% | 0.18% | Q2 2020 | Q3 2023 | 9 |
TD Capital Management LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Cornerstone Advisory, LLC | 9 | 9 | 0.16% | 0.64% | 1.22% | Q3 2021 | Q3 2023 | 9 |
Madden Advisory Services, Inc. | 9 | 9 | 0.14% | 0.21% | 0.27% | Q4 2018 | Q4 2020 | 9 |
Venturi Wealth Management, LLC | 6 | 3 | 0.00% | 0.11% | 0.27% | Q4 2018 | Q3 2023 | 9 |
Aptus Capital Advisors, LLC | 6 | 3 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 9 |
Realta Investment Advisors | 5 | 1 | 0.00% | 0.38% | 1.12% | Q2 2019 | Q3 2023 | 9 |
Kistler-Tiffany Companies, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
Stonebridge Capital Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
BANQUE PICTET & CIE SA | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q1 2018 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.22% | 0.23% | 0.24% | Q4 2021 | Q3 2023 | 8 |
One Capital Management, LLC | 8 | 8 | 0.02% | 0.31% | 1.26% | Q4 2021 | Q3 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 1.49% | 1.58% | 1.71% | Q4 2021 | Q3 2023 | 8 |
MAI Capital Management | 8 | 8 | 0.09% | 0.13% | 0.26% | Q4 2021 | Q3 2023 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 1.93% | 2.96% | 3.92% | Q4 2021 | Q3 2023 | 8 |
Buttonwood Financial Advisors Inc. | 8 | 8 | 4.15% | 6.07% | 7.62% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.20% | 0.48% | 0.97% | Q4 2021 | Q3 2023 | 8 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.01% | 0.09% | 0.30% | Q4 2020 | Q2 2023 | 8 |
DHK Financial Advisors, Inc. | 8 | 8 | 1.26% | 2.94% | 6.32% | Q4 2021 | Q3 2023 | 8 |
Allianz Asset Management GmbH | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.24% | 0.31% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Aveo Capital Partners, LLC | 4 | 1 | 0.07% | 0.12% | 0.16% | Q4 2016 | Q1 2020 | 8 |
HCR Wealth Advisors | 5 | 3 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q1 2022 | 8 |
Concord Wealth Partners | 7 | 1 | 0.00% | 0.02% | 0.19% | Q4 2020 | Q3 2023 | 8 |
G2 CAPITAL MANAGEMENT, LLC / OH | 8 | 8 | 6.42% | 9.22% | 11.73% | Q4 2021 | Q3 2023 | 8 |
Hartford Financial Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
SVA Wealth Management, LLC | 8 | 8 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q1 2018 | 8 |
U.S. Capital Wealth Advisors, LLC | 8 | 8 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q2 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SEAVIEW INVESTMENT MANAGERS LLC | 8 | 8 | 0.98% | 1.23% | 1.69% | Q4 2021 | Q3 2023 | 8 |
SEI INVESTMENTS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 3.69% | 4.27% | 5.22% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Pictet North America Advisors SA | 8 | 8 | 0.08% | 0.16% | 0.21% | Q2 2016 | Q1 2018 | 8 |
MEEDER ASSET MANAGEMENT INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 8 |
Coco Enterprises, LLC | 5 | 3 | 0.20% | 5.71% | 22.44% | Q4 2020 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.88% | 1.20% | 1.62% | Q1 2021 | Q3 2023 | 8 |
Autumn Glory Partners, LLC | 8 | 8 | 0.23% | 0.46% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Sageworth Trust Co of South Dakota | 8 | 8 | 0.33% | 0.63% | 0.93% | Q4 2021 | Q3 2023 | 8 |
Carnegie Capital Asset Management, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Peninsula Wealth, LLC | 8 | 8 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Anson Capital, Inc. | 8 | 8 | 3.17% | 4.35% | 5.40% | Q4 2021 | Q3 2023 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.21% | 0.41% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Portfolio Strategies, Inc. | 4 | 4 | 0.01% | 2.02% | 5.82% | Q4 2017 | Q4 2019 | 8 |
Jacobi Capital Management LLC | 6 | 2 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.00% | 0.05% | 0.13% | Q4 2020 | Q3 2023 | 8 |
Kovack Advisors, Inc. | 5 | 3 | 0.03% | 0.52% | 1.42% | Q1 2020 | Q3 2023 | 8 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q4 2020 | 8 |
LAKE STREET PRIVATE WEALTH, LLC | 8 | 8 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 8 | 8 | 0.59% | 1.53% | 2.62% | Q4 2016 | Q3 2018 | 8 |
Cross Staff Investments Inc | 8 | 8 | 1.64% | 1.71% | 1.81% | Q4 2021 | Q3 2023 | 8 |
Wealthfront Advisers LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AVALON CAPITAL MANAGEMENT | 5 | 3 | 1.86% | 2.72% | 3.79% | Q4 2018 | Q3 2023 | 8 |
Darrow Company, Inc. | 8 | 8 | 9.87% | 10.63% | 11.40% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.85% | 1.02% | 1.18% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.03% | 1.71% | 5.22% | Q4 2021 | Q3 2023 | 8 |
Eagle Strategies LLC | 8 | 8 | 2.42% | 2.91% | 4.17% | Q4 2021 | Q3 2023 | 8 |
White Knight Strategic Wealth Advisors, LLC | 8 | 8 | 2.75% | 2.96% | 3.11% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 6.83% | 8.45% | 9.72% | Q4 2021 | Q3 2023 | 8 |
MEITAV INVESTMENT HOUSE LTD | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Coulter & Justus Financial Services, LLC | 6 | 1 | 3.81% | 4.95% | 7.22% | Q4 2021 | Q3 2023 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 7 | 0.06% | 0.14% | 0.35% | Q1 2022 | Q3 2023 | 7 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 1 | 0.04% | 4.60% | 15.54% | Q4 2017 | Q2 2021 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 1.04% | 1.25% | 1.56% | Q1 2022 | Q4 2023 | 7 |
Southland Equity Partners LLC | 7 | 7 | 0.14% | 0.18% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Phraction Management LLC | 7 | 7 | 0.21% | 0.35% | 0.41% | Q1 2022 | Q3 2023 | 7 |
Sunbelt Securities, Inc. | 5 | 2 | 0.01% | 0.04% | 0.12% | Q2 2019 | Q3 2023 | 7 |
Covestor Ltd | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
FIRST MANHATTAN CO. LLC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.05% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2021 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Mariner, LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 7 |
Intrua Financial, LLC | 7 | 7 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q1 2023 | 7 |
S. R. Schill & Associates | 7 | 7 | 0.85% | 1.58% | 1.88% | Q3 2020 | Q1 2022 | 7 |
Plante Moran Financial Advisors, LLC | 5 | 2 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 7 |
10-15 ASSOCIATES, INC. | 7 | 7 | 0.28% | 0.38% | 0.50% | Q1 2019 | Q3 2020 | 7 |
Employees' Retirement Fund of the City of Fort Worth | 7 | 7 | 7.19% | 8.53% | 12.50% | Q1 2022 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.02% | 0.05% | 0.12% | Q1 2022 | Q3 2023 | 7 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 7 | 7 | 0.14% | 0.17% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Tanager Wealth Management LLP | 7 | 7 | 0.58% | 3.52% | 5.94% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Andesa Financial Management Inc. | 7 | 7 | 0.15% | 0.60% | 1.04% | Q3 2021 | Q1 2023 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Crewe Advisors LLC | 7 | 7 | 0.05% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Meridian Wealth Management, LLC | 3 | 3 | 0.03% | 0.38% | 0.60% | Q4 2016 | Q4 2019 | 6 |
Lee Financial Co | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 6 |
Sound Income Strategies, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2023 | 6 |
LANDAAS & CO /WI /ADV | 3 | 1 | 0.00% | 0.10% | 0.25% | Q3 2017 | Q3 2023 | 6 |
TD Waterhouse Canada Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Jaffetilchin Investment Partners, LLC | 4 | 2 | 0.03% | 0.15% | 0.51% | Q2 2018 | Q3 2023 | 6 |
NATIONAL PLANNING CORP | 6 | 6 | 0.26% | 0.33% | 0.41% | Q2 2016 | Q3 2017 | 6 |
Southern Farm Bureau Life Insurance | 6 | 6 | 3.82% | 7.94% | 11.35% | Q2 2022 | Q3 2023 | 6 |
Wealthcare Advisory Partners LLC | 4 | 1 | 0.00% | 0.16% | 0.43% | Q1 2020 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.06% | 0.08% | 0.14% | Q2 2022 | Q3 2023 | 6 |
YHB Investment Advisors, Inc. | 6 | 6 | 0.05% | 0.20% | 0.50% | Q2 2022 | Q3 2023 | 6 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.08% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2022 | 6 |
TEALWOOD ASSET MANAGEMENT INC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q3 2021 | Q4 2023 | 6 |
BKA Wealth Consulting, Inc. | 6 | 6 | 8.24% | 11.17% | 15.30% | Q2 2022 | Q3 2023 | 6 |
Snider Financial Group | 6 | 6 | 1.70% | 1.87% | 2.33% | Q2 2022 | Q3 2023 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
McIlrath & Eck, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2017 | 6 |
Continuum Advisory, LLC | 6 | 6 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 6 |
WADDELL & ASSOCIATES, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Certified Advisory Corp | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 6 |
PFS INVESTMENTS INC. | 6 | 6 | 0.27% | 0.30% | 0.33% | Q1 2022 | Q2 2023 | 6 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.06% | 0.12% | Q2 2016 | Q2 2019 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 1 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 6 |
Key FInancial Inc | 6 | 6 | 0.06% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
GREAT LAKES ADVISORS, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
John W. Brooker & Co., CPAs | 6 | 6 | 0.11% | 0.24% | 0.42% | Q2 2022 | Q3 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
HBW ADVISORY SERVICES LLC | 3 | 2 | 0.05% | 0.25% | 0.92% | Q3 2021 | Q3 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.09% | 0.17% | Q4 2021 | Q3 2023 | 5 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2022 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.94% | 1.31% | 1.56% | Q3 2022 | Q3 2023 | 5 |
Valmark Advisers, Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
NICOLET ADVISORY SERVICES, LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q2 2020 | 5 |
Vigilant Capital Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
St. James Investment Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Betterment LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2021 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.07% | 0.15% | 0.20% | Q3 2021 | Q3 2023 | 5 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q4 2020 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.05% | 0.21% | 0.36% | Q1 2022 | Q3 2023 | 5 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 5 | 5 | 0.68% | 0.76% | 0.82% | Q3 2022 | Q3 2023 | 5 |
Zions Bancorporation, N.A. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Vantage Financial Partners Ltd., Inc. | 5 | 5 | 0.12% | 0.12% | 0.13% | Q2 2021 | Q2 2022 | 5 |
VICUS CAPITAL | 4 | 1 | 0.12% | 0.16% | 0.22% | Q4 2016 | Q1 2022 | 5 |
Vivaldi Capital Management LP | 5 | 5 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
HM PAYSON & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
BARCLAYS PLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 5 |
REGIONS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
WFG Advisors, LP | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q2 2017 | 5 |
HAZLETT, BURT & WATSON, INC. | 4 | 1 | 0.00% | 0.18% | 0.53% | Q1 2022 | Q3 2023 | 5 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 1 | 0.26% | 0.50% | 1.03% | Q2 2016 | Q4 2019 | 5 |
Portfolio Solutions, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
BENJAMIN EDWARDS INC | 5 | 5 | 0.06% | 0.07% | 0.14% | Q3 2022 | Q3 2023 | 5 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2022 | 5 |
SFG Wealth Management, LLC. | 3 | 2 | 0.24% | 1.40% | 2.24% | Q4 2021 | Q3 2023 | 5 |
Cribstone Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Ferris Capital, LLC | 3 | 2 | 0.50% | 1.45% | 1.93% | Q4 2020 | Q1 2022 | 5 |
Resurgent Financial Advisors LLC | 5 | 5 | 0.15% | 0.41% | 0.57% | Q3 2022 | Q3 2023 | 5 |
Fortress Wealth Group, LLC | 5 | 5 | 0.48% | 2.21% | 3.41% | Q3 2022 | Q3 2023 | 5 |
FIFTH THIRD SECURITIES, INC. | 3 | 2 | 0.17% | 0.68% | 1.91% | Q1 2019 | Q3 2023 | 5 |
Truadvice, LLC | 5 | 5 | 0.14% | 0.45% | 0.67% | Q3 2022 | Q3 2023 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.04% | 0.09% | Q1 2020 | Q3 2022 | 5 |
Capital Advisory Group Advisory Services, LLC | 5 | 5 | 0.00% | 0.14% | 0.26% | Q1 2018 | Q1 2019 | 5 |
RGT Wealth Advisors, LLC | 4 | 1 | 0.63% | 0.77% | 1.17% | Q3 2018 | Q4 2019 | 5 |
TRUE Private Wealth Advisors | 5 | 5 | 0.28% | 0.40% | 0.63% | Q4 2018 | Q4 2019 | 5 |
Lake Point Wealth Management | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2021 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.18% | 0.24% | 0.40% | Q4 2017 | Q4 2018 | 5 |
Princeton Global Asset Management LLC | 5 | 5 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
DHJJ Financial Advisors, Ltd. | 5 | 5 | 0.12% | 0.17% | 0.21% | Q3 2022 | Q3 2023 | 5 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.06% | 0.13% | Q1 2021 | Q2 2023 | 5 |
WIN ADVISORS, INC | 3 | 2 | 0.00% | 0.19% | 0.53% | Q1 2022 | Q2 2023 | 5 |
Snowden Capital Advisors LLC | 4 | 1 | 0.00% | 0.16% | 0.40% | Q3 2019 | Q4 2021 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 1.63% | 1.83% | 1.97% | Q4 2021 | Q4 2022 | 5 |
Mendota Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Valeo Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Hudock, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.22% | 13.99% | 36.49% | Q4 2022 | Q3 2023 | 4 |
LexAurum Advisors, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2020 | Q3 2021 | 4 |
Rollins Financial | 4 | 4 | 0.37% | 0.88% | 1.23% | Q4 2022 | Q3 2023 | 4 |
J Arnold Wealth Management Co | 4 | 4 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q2 2022 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.69% | 0.74% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GeoWealth Management, LLC | 2 | 1 | 0.03% | 0.78% | 2.53% | Q3 2021 | Q3 2023 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.01% | 0.03% | 0.10% | Q4 2022 | Q3 2023 | 4 |
People's United Financial, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Kernodle & Katon Asset Management Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q1 2017 | 4 |
Financial Partners Group, LLC | 4 | 4 | 1.24% | 1.48% | 1.61% | Q4 2022 | Q3 2023 | 4 |
Jackson Wealth Management, LLC | 2 | 2 | 0.22% | 0.63% | 0.82% | Q2 2021 | Q3 2023 | 4 |
PALO ALTO WEALTH ADVISORS, LLC | 4 | 4 | 14.37% | 16.91% | 18.83% | Q4 2022 | Q3 2023 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 4 |
Altus Wealth Group LLC | 4 | 4 | 0.77% | 1.01% | 1.09% | Q4 2022 | Q3 2023 | 4 |
Doyle Wealth Management | 4 | 4 | 0.02% | 0.22% | 0.38% | Q4 2021 | Q3 2022 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2019 | 4 |
Pekin Hardy Strauss, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Stiles Financial Services Inc | 4 | 4 | 0.20% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Financial Sense Advisors, Inc. | 3 | 1 | 2.75% | 3.52% | 4.99% | Q4 2021 | Q4 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.06% | 0.15% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Sheaff Brock Investment Advisors, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 4 |
Lowe Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.06% | 0.09% | Q1 2023 | Q4 2023 | 4 |
Capital Investment Services of America, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BOSTON ADVISORS LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2018 | Q3 2019 | 4 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 4 |
Cresset Asset Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Essex Financial Services, Inc. | 4 | 4 | 0.03% | 0.10% | 0.17% | Q4 2022 | Q3 2023 | 4 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 4 |
MARIPAU WEALTH MANAGEMENT LLC | 4 | 4 | 0.21% | 0.25% | 0.29% | Q3 2022 | Q2 2023 | 4 |
Sound Financial Strategies Group, LLC | 4 | 4 | 0.49% | 0.58% | 0.70% | Q1 2021 | Q4 2021 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.08% | 0.15% | Q4 2022 | Q3 2023 | 4 |
SCOTIA CAPITAL INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 17.55% | 19.27% | 20.09% | Q4 2022 | Q3 2023 | 4 |
BROWN BROTHERS HARRIMAN & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
Parkside Financial Bank & Trust | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q2 2023 | 4 |
Avidian Wealth Solutions, LLC | 3 | 1 | 0.15% | 0.60% | 0.88% | Q2 2020 | Q4 2022 | 4 |
IBERIABANK CORP | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2018 | Q3 2019 | 4 |
TWO SIGMA INVESTMENTS, LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Good Life Advisors, LLC | 4 | 4 | 0.04% | 0.12% | 0.18% | Q2 2021 | Q1 2022 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.58% | 1.44% | 2.76% | Q4 2022 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.99% | 1.52% | 2.90% | Q4 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 2.27% | 2.70% | 2.99% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.82% | 1.15% | 1.42% | Q4 2020 | Q3 2021 | 4 |
Aspen Wealth Strategies, LLC | 4 | 4 | 0.47% | 0.55% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 1.65% | 1.96% | 2.39% | Q4 2022 | Q3 2023 | 4 |
AllSquare Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Vectors Research Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Financial Enhancement Group LLC | 4 | 4 | 0.19% | 0.21% | 0.27% | Q1 2019 | Q4 2019 | 4 |
COMPTON CAPITAL MANAGEMENT INC /RI | 4 | 4 | 0.15% | 0.16% | 0.16% | Q2 2017 | Q1 2018 | 4 |
Berman Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Henrickson Nauta Wealth Advisors, Inc. | 4 | 4 | 0.16% | 0.20% | 0.24% | Q4 2022 | Q3 2023 | 4 |
RETIREMENT GUYS FORMULA LLC | 4 | 4 | 0.23% | 0.40% | 0.75% | Q4 2021 | Q3 2022 | 4 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q1 2020 | 4 |
RE Dickinson Investment Advisors, LLC | 4 | 4 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2022 | 4 |
WJ Wealth Management, LLC | 2 | 1 | 3.44% | 3.97% | 4.73% | Q3 2021 | Q3 2023 | 3 |
Legacy CG, LLC | 2 | 1 | 0.09% | 4.42% | 7.16% | Q2 2022 | Q3 2023 | 3 |
StrategIQ Financial Group, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 3 |
Sageworth Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Accel Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Transamerica Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
Mengis Capital Management, Inc. | 3 | 3 | 0.80% | 0.80% | 0.81% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Partners, Inc. | 3 | 3 | 0.27% | 0.27% | 0.28% | Q1 2020 | Q3 2020 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Smart Money Group LLC | 3 | 3 | 6.30% | 10.58% | 12.80% | Q1 2023 | Q3 2023 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q2 2019 | 3 |
BCWM, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2021 | Q3 2021 | 3 |
FLAGSTAR ADVISORS INC | 2 | 1 | 0.01% | 0.65% | 1.32% | Q3 2022 | Q3 2023 | 3 |
CIBC Private Wealth Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2016 | 3 |
Providence Capital Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TCG Advisors, LP | 2 | 1 | 0.03% | 0.11% | 0.26% | Q1 2019 | Q2 2020 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Opal Wealth Advisors, LLC | 3 | 3 | 0.14% | 0.46% | 1.02% | Q1 2023 | Q3 2023 | 3 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 3 | 3 | 0.09% | 0.40% | 0.56% | Q1 2019 | Q3 2019 | 3 |
Tidal Investments LLC | 3 | 3 | 0.19% | 0.26% | 0.32% | Q2 2020 | Q4 2020 | 3 |
Disciplined Investments, LLC | 3 | 3 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Koss-Olinger Consulting, LLC | 3 | 3 | 0.25% | 0.48% | 0.85% | Q2 2021 | Q4 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 3 |
Paragon Advisors, LLC | 3 | 3 | 0.58% | 0.71% | 0.83% | Q1 2023 | Q3 2023 | 3 |
First Horizon Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Westshore Wealth, LLC | 3 | 3 | 0.40% | 1.05% | 1.56% | Q4 2022 | Q2 2023 | 3 |
TWO SIGMA ADVISERS, LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Truvestments Capital LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q4 2022 | 3 |
Blume Capital Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.34% | 1.07% | 1.46% | Q4 2022 | Q3 2023 | 3 |
LifePlan Financial Group, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cutler Group LLC / CA | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PEAK FINANCIAL ADVISORS LLC | 3 | 3 | 3.17% | 4.37% | 6.37% | Q1 2023 | Q3 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.04% | 0.10% | Q1 2023 | Q3 2023 | 3 |
NorthCrest Asset Manangement, LLC | 3 | 3 | 0.22% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Private Capital Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.51% | 0.61% | 0.72% | Q1 2023 | Q3 2023 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.02% | 0.18% | 0.49% | Q2 2021 | Q2 2022 | 3 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.10% | 0.17% | 0.30% | Q4 2018 | Q2 2021 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.03% | 0.06% | 0.12% | Q2 2016 | Q1 2017 | 3 |
Lunt Capital Management, Inc. | 2 | 2 | 0.77% | 0.77% | 0.78% | Q2 2023 | Q3 2023 | 2 |
Nilsine Partners, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
PETRA FINANCIAL ADVISORS INC | 2 | 2 | 0.58% | 0.59% | 0.60% | Q2 2023 | Q3 2023 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.03% | 0.09% | 0.14% | Q2 2023 | Q3 2023 | 2 |
West Branch Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.10% | Q2 2021 | Q4 2021 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 2 |
Destination Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Golden State Equity Partners | 2 | 2 | 0.05% | 0.80% | 1.55% | Q2 2021 | Q3 2021 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
abrdn plc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FURE FINANCIAL CORP | 2 | 2 | 9.25% | 9.40% | 9.55% | Q3 2021 | Q4 2021 | 2 |
Alaska Permanent Capital Management | 2 | 2 | 0.04% | 1.18% | 2.32% | Q2 2022 | Q3 2022 | 2 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.10% | 0.19% | Q4 2017 | Q1 2023 | 2 |
Davidson Capital Management Inc. | 2 | 2 | 4.38% | 14.79% | 25.19% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
H&H Retirement Design & Management INC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Vertex Planning Partners, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Providence First Trust Co | 2 | 2 | 1.94% | 1.98% | 2.01% | Q2 2023 | Q3 2023 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
WHITTIER TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.36% | 0.70% | Q4 2017 | Q3 2023 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 2 |
SWS Partners | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
Sentinus, LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q2 2023 | 2 |
Principle Wealth Partners LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.74% | 0.76% | 0.79% | Q2 2023 | Q3 2023 | 2 |
Benchmark Financial Wealth Advisors, LLC | 2 | 2 | 1.15% | 1.24% | 1.33% | Q2 2022 | Q3 2022 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 2.41% | 2.42% | 2.43% | Q2 2023 | Q3 2023 | 2 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 2 |
SimpliFi, Inc. | 2 | 2 | 0.92% | 0.92% | 0.93% | Q2 2023 | Q3 2023 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.04% | 0.09% | 0.14% | Q4 2018 | Q4 2019 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 2.23% | 2.59% | 2.96% | Q2 2023 | Q3 2023 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2021 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PATTON ALBERTSON MILLER GROUP, LLC | 2 | 2 | 0.96% | 1.26% | 1.56% | Q2 2023 | Q3 2023 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Inspire Advisors, LLC | 2 | 2 | 0.80% | 1.24% | 1.68% | Q2 2023 | Q3 2023 | 2 |
IAMS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.49% | 0.65% | 0.81% | Q2 2023 | Q3 2023 | 2 |
ASPIRIANT, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 2.13% | 2.17% | 2.20% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Per Stirling Capital Management, LLC. | 2 | 2 | 1.90% | 2.01% | 2.12% | Q2 2023 | Q3 2023 | 2 |
Rooted Wealth Advisors, Inc. | 2 | 2 | 0.56% | 1.50% | 2.44% | Q2 2023 | Q3 2023 | 2 |
WASHINGTON TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Shamrock Asset Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Lloyd Advisory Services, LLC. | 2 | 2 | 0.00% | 0.05% | 0.10% | Q1 2021 | Q2 2021 | 2 |
ACG Wealth | 2 | 2 | 0.40% | 0.42% | 0.44% | Q4 2017 | Q1 2018 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Blue Sky Asset Management, LLC | 2 | 2 | 0.10% | 0.90% | 1.70% | Q4 2019 | Q1 2020 | 2 |
Advisor Resource Council | 2 | 2 | 1.36% | 1.46% | 1.57% | Q2 2023 | Q3 2023 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Epic Trust Investment Advisors, LLC | 2 | 2 | 0.37% | 0.44% | 0.52% | Q2 2023 | Q3 2023 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Clarity Financial LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2022 | Q2 2022 | 2 |
ASSETMARK, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Apeiron RIA LLC | 2 | 2 | 0.21% | 0.21% | 0.22% | Q3 2022 | Q4 2022 | 2 |
FundX Investment Group, LLC | 2 | 2 | 9.72% | 11.39% | 13.07% | Q4 2019 | Q1 2020 | 2 |
Ayalon Insurance Comp Ltd. | 2 | 2 | 0.73% | 1.28% | 1.83% | Q2 2023 | Q3 2023 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
New Millennium Group LLC | 2 | 2 | 1.49% | 1.57% | 1.64% | Q2 2023 | Q3 2023 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 2 | 0.05% | 0.08% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 3.23% | 3.37% | 3.52% | Q4 2022 | Q3 2023 | 2 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Vantage Investment Partners, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Vision Capital Management, Inc. | 2 | 2 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q2 2023 | 2 |
BAR HARBOR WEALTH MANAGEMENT | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 2 |
Kovitz Investment Group Partners, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 2 |
COZAD ASSET MANAGEMENT INC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 2 |
VALLEY FINANCIAL MANAGEMENT, INC. | 2 | 2 | 2.12% | 5.20% | 8.29% | Q1 2023 | Q2 2023 | 2 |
Parametrica Management Ltd | 2 | 2 | 10.50% | 10.77% | 11.04% | Q2 2023 | Q3 2023 | 2 |
Fulcrum Equity Management | 1 | 1 | 0.46% | 1.60% | 2.74% | Q4 2019 | Q2 2023 | 2 |
KM Capital Management Ltd. | 2 | 2 | 0.70% | 0.72% | 0.74% | Q4 2022 | Q1 2023 | 2 |
Alaska Wealth Advisors | 2 | 2 | 2.11% | 2.14% | 2.16% | Q2 2022 | Q3 2022 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 2 | 2 | 3.30% | 3.47% | 3.64% | Q2 2023 | Q3 2023 | 2 |
Coston, McIsaac & Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 2 |
Essex Savings Bank | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Core Wealth Advisors, Inc. | 2 | 2 | 5.93% | 6.14% | 6.35% | Q2 2023 | Q3 2023 | 2 |
IAM Advisory, LLC | 2 | 2 | 1.25% | 1.28% | 1.31% | Q2 2023 | Q3 2023 | 2 |
M&R CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Beaumont Financial Advisors, LLC | 2 | 2 | 1.35% | 1.35% | 1.35% | Q2 2023 | Q3 2023 | 2 |
New England Private Wealth Advisors LLC | 2 | 2 | 1.26% | 2.00% | 2.74% | Q2 2023 | Q3 2023 | 2 |
Retireful, LLC | 1 | 1 | 0.55% | 1.76% | 2.97% | Q2 2022 | Q3 2023 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Keebeck Wealth Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q2 2021 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Lifestyle Asset Management, Inc. | 2 | 2 | 4.15% | 4.25% | 4.34% | Q2 2023 | Q3 2023 | 2 |
WFA of San Diego, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q3 2021 | Q4 2021 | 2 |
Merriman Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2020 | Q1 2020 | 1 |
CMC Financial Group | 1 | 1 | 13.93% | 13.93% | 13.93% | Q3 2019 | Q3 2019 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2019 | Q4 2019 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CFO4Life Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Redwood Financial Network Corp | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 3.25% | 3.25% | 3.25% | Q4 2023 | Q4 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 2.03% | 2.03% | 2.03% | Q3 2023 | Q3 2023 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Diversified, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2020 | Q2 2020 | 1 |
Integrity Financial Corp /WA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
PCG Wealth Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Soltis Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
ARQ WEALTH ADVISORS, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Planning LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2023 | Q3 2023 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Ascension Asset Management LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2020 | Q4 2020 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Glovista Investments LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q4 2018 | Q4 2018 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
Essex LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Sage Advisory Services, Ltd.Co. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Wedmont Private Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Gunma Bank,Ltd. | 1 | 1 | 1.80% | 1.80% | 1.80% | Q4 2021 | Q4 2021 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FCA CORP /TX | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 1.97% | 1.97% | 1.97% | Q4 2021 | Q4 2021 | 1 |
Laird Norton Wetherby Trust Company, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Adams Wealth Management | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2019 | Q4 2019 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Miller Investment Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
Financial Freedom, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
NOVARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
Elevation Capital Advisory, LLC | 1 | 1 | 6.10% | 6.10% | 6.10% | Q2 2021 | Q2 2021 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 1 | 1 | 3.86% | 3.86% | 3.86% | Q3 2023 | Q3 2023 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2020 | Q2 2020 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2018 | Q4 2018 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2019 | Q1 2019 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ruggie Capital Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Hudson Value Partners, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2023 | Q3 2023 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Transparent Wealth Partners LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q1 2022 | Q1 2022 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
XR Securities LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 1.48% | 1.48% | 1.48% | Q3 2023 | Q3 2023 | 1 |
AlphaQ Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Black Swift Group, LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q3 2023 | Q3 2023 | 1 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Ciovacco Capital Management LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
SAX WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 1.42% | 1.42% | 1.42% | Q2 2022 | Q2 2022 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Key Client Fiduciary Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
PFG Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
First PREMIER Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 1 | 1 | 2.92% | 2.92% | 2.92% | Q3 2023 | Q3 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ergoteles LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Addison Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own VANECK VECTORS ETF TR or have owned VANECK VECTORS ETF TR in the past.