Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 104 |
Cutler Group LLC / CA | 13 | 6 | 0.00% | 0.00% | 0.03% | Q1 2016 | Q3 2023 | 49 |
GOLDMAN SACHS GROUP INC | 42 | 3 | 0.00% | 0.00% | 0.01% | Q2 2012 | Q3 2023 | 45 |
Tortoise Investment Management, LLC | 44 | 44 | 0.01% | 0.15% | 0.26% | Q4 2012 | Q3 2023 | 44 |
Citadel Advisors | 12 | 1 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q3 2023 | 43 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.84% | 2.33% | 3.92% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.00% | 0.17% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Sageworth Trust Co | 42 | 42 | 13.15% | 22.56% | 31.30% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.05% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.07% | 0.25% | 0.46% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.33% | 0.59% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 42 | 42 | 0.06% | 0.51% | 2.24% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.18% | 1.32% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 42 | 42 | 1.27% | 2.79% | 4.34% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
North Star Investment Management Corp. | 40 | 1 | 0.04% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 41 |
Atria Investments, Inc | 27 | 14 | 0.10% | 0.97% | 3.03% | Q2 2013 | Q3 2023 | 41 |
WASHINGTON TRUST BANK | 41 | 41 | 0.17% | 0.34% | 1.27% | Q3 2013 | Q3 2023 | 41 |
Joel Isaacson & Co., LLC | 41 | 41 | 0.04% | 0.31% | 0.95% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 41 |
WBH ADVISORY INC | 38 | 3 | 1.59% | 2.46% | 3.14% | Q2 2013 | Q3 2023 | 41 |
Legacy Private Trust Co. | 39 | 1 | 0.05% | 1.29% | 2.31% | Q2 2013 | Q3 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.04% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 40 | 40 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.04% | 0.18% | 0.45% | Q4 2013 | Q3 2023 | 40 |
Raab & Moskowitz Asset Management LLC | 40 | 40 | 0.19% | 0.72% | 2.20% | Q4 2013 | Q3 2023 | 40 |
FMR LLC | 30 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
IRON Financial LLC | 40 | 40 | 0.48% | 2.74% | 7.95% | Q4 2013 | Q3 2023 | 40 |
BANK OF HAWAII | 40 | 40 | 0.16% | 0.95% | 1.92% | Q4 2013 | Q3 2023 | 40 |
Regal Investment Advisors LLC | 27 | 1 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 39 |
JPMORGAN CHASE & CO | 32 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 39 | 0.01% | 0.07% | 0.15% | Q1 2014 | Q3 2023 | 39 |
ADIRONDACK TRUST CO | 39 | 39 | 0.00% | 0.79% | 1.15% | Q1 2014 | Q3 2023 | 39 |
Quantum Capital Management, LLC / NJ | 38 | 38 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2022 | 38 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 38 | 38 | 0.10% | 0.24% | 0.55% | Q2 2014 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 38 |
M&T BANK CORP | 37 | 37 | 0.00% | 0.00% | 0.03% | Q2 2014 | Q2 2023 | 37 |
HighTower Advisors, LLC | 26 | 11 | 0.00% | 0.12% | 0.29% | Q2 2014 | Q3 2023 | 37 |
Allworth Financial LP | 37 | 37 | 0.00% | 0.18% | 2.11% | Q3 2014 | Q3 2023 | 37 |
Greenwich Wealth Management LLC | 36 | 36 | 0.02% | 0.27% | 0.66% | Q4 2014 | Q3 2023 | 36 |
Kiwi Wealth Investments Limited Partnership | 31 | 5 | 0.02% | 3.13% | 19.27% | Q3 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.08% | 0.17% | Q4 2013 | Q3 2023 | 36 |
AllSquare Wealth Management LLC | 36 | 36 | 0.24% | 0.80% | 1.19% | Q4 2014 | Q3 2023 | 36 |
Pinnacle Wealth Management Advisory Group, LLC | 36 | 36 | 0.18% | 0.44% | 1.30% | Q4 2014 | Q3 2023 | 36 |
PINNACLE ASSOCIATES LTD | 36 | 36 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 36 |
VANGUARD GROUP INC | 33 | 3 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q3 2023 | 36 |
Columbia Asset Management | 22 | 6 | 0.16% | 0.28% | 0.40% | Q4 2013 | Q3 2023 | 36 |
Zhang Financial LLC | 36 | 36 | 0.13% | 1.15% | 4.59% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 36 |
KWMG, LLC | 36 | 36 | 0.10% | 1.03% | 3.80% | Q4 2014 | Q3 2023 | 36 |
D.A. DAVIDSON & CO. | 36 | 36 | 0.01% | 0.20% | 0.37% | Q4 2014 | Q3 2023 | 36 |
Roundview Capital LLC | 31 | 4 | 0.07% | 0.14% | 0.22% | Q4 2014 | Q3 2023 | 35 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 35 | 35 | 0.80% | 1.17% | 2.72% | Q1 2015 | Q3 2023 | 35 |
Ashfield Capital Partners, LLC | 35 | 35 | 0.01% | 0.29% | 0.62% | Q1 2014 | Q3 2022 | 35 |
First Horizon Advisors, Inc. | 35 | 35 | 0.01% | 0.10% | 0.32% | Q1 2015 | Q3 2023 | 35 |
Klingman & Associates, LLC | 28 | 7 | 0.00% | 0.17% | 0.78% | Q4 2014 | Q3 2023 | 35 |
Bragg Financial Advisors, Inc | 35 | 35 | 0.06% | 0.57% | 1.12% | Q1 2015 | Q3 2023 | 35 |
PETTYJOHN, WOOD & WHITE, INC | 35 | 35 | 0.10% | 0.33% | 0.54% | Q1 2015 | Q3 2023 | 35 |
Smith & Howard Wealth Management, LLC | 24 | 2 | 0.19% | 0.36% | 0.92% | Q2 2013 | Q3 2023 | 35 |
CAPTRUST FINANCIAL ADVISORS | 32 | 3 | 0.01% | 0.15% | 0.93% | Q4 2014 | Q3 2023 | 35 |
Fiduciary Group LLC | 34 | 34 | 0.22% | 1.01% | 2.28% | Q2 2015 | Q3 2023 | 34 |
New England Private Wealth Advisors LLC | 18 | 2 | 0.06% | 0.21% | 0.94% | Q3 2013 | Q3 2023 | 34 |
STIFEL FINANCIAL CORP | 28 | 1 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 34 |
Coyle Financial Counsel LLC | 24 | 10 | 0.02% | 4.83% | 12.31% | Q1 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Ameritas Investment Partners, Inc. | 28 | 5 | 0.00% | 0.04% | 0.40% | Q3 2013 | Q3 2023 | 33 |
ROCKY MOUNTAIN ADVISERS, LLC | 33 | 33 | 0.00% | 0.04% | 0.06% | Q3 2015 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.09% | 0.65% | 1.25% | Q2 2013 | Q2 2021 | 33 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 28 | 5 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 33 |
CIBC Private Wealth Group, LLC | 20 | 13 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 33 |
LBJ Family Wealth Advisors, Ltd. | 33 | 33 | 0.32% | 0.46% | 0.58% | Q4 2015 | Q4 2023 | 33 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 18 | 4 | 0.07% | 5.39% | 16.70% | Q1 2015 | Q3 2023 | 33 |
GLENMEDE TRUST CO NA | 21 | 4 | 0.00% | 0.01% | 0.08% | Q3 2014 | Q3 2023 | 33 |
First PREMIER Bank | 32 | 32 | 0.03% | 0.06% | 0.09% | Q4 2015 | Q3 2023 | 32 |
Stratos Wealth Partners, LTD. | 32 | 32 | 0.02% | 1.96% | 4.35% | Q4 2015 | Q3 2023 | 32 |
Bristlecone Advisors, LLC | 32 | 32 | 0.19% | 0.36% | 0.75% | Q4 2015 | Q3 2023 | 32 |
Truepoint, Inc. | 32 | 32 | 0.03% | 0.12% | 0.25% | Q4 2015 | Q3 2023 | 32 |
First Heartland Consultants, Inc. | 29 | 3 | 0.03% | 0.13% | 0.25% | Q1 2014 | Q3 2023 | 32 |
B. Riley Wealth Advisors, Inc. | 32 | 32 | 0.02% | 0.09% | 0.30% | Q4 2015 | Q3 2023 | 32 |
WEIK CAPITAL MANAGEMENT | 32 | 32 | 0.21% | 0.39% | 0.53% | Q4 2015 | Q3 2023 | 32 |
Clarius Group, LLC | 32 | 32 | 0.07% | 0.44% | 2.72% | Q4 2015 | Q3 2023 | 32 |
Betterment LLC | 30 | 1 | 0.00% | 0.01% | 0.09% | Q2 2015 | Q3 2023 | 32 |
WHITTIER TRUST CO OF NEVADA INC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 31 |
Cetera Advisor Networks LLC | 21 | 10 | 0.02% | 0.19% | 0.49% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.02% | 0.05% | 0.11% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.04% | 0.18% | Q1 2016 | Q3 2023 | 31 |
Cetera Investment Advisers | 31 | 31 | 0.10% | 0.68% | 1.46% | Q1 2016 | Q3 2023 | 31 |
Brinker Capital Investments, LLC | 31 | 31 | 0.01% | 0.13% | 1.43% | Q4 2014 | Q2 2022 | 31 |
Waldron Private Wealth LLC | 30 | 30 | 0.04% | 0.14% | 0.55% | Q2 2016 | Q3 2023 | 30 |
NEXT Financial Group, Inc | 16 | 14 | 0.01% | 0.38% | 1.33% | Q2 2014 | Q4 2021 | 30 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 30 | 30 | 0.03% | 0.54% | 0.77% | Q2 2016 | Q3 2023 | 30 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2022 | 30 |
Bank of New York Mellon Corp | 27 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 30 |
STEPHENS INC /AR/ | 13 | 5 | 0.01% | 0.04% | 0.20% | Q3 2013 | Q3 2023 | 30 |
Homrich & Berg | 30 | 30 | 0.68% | 5.45% | 10.50% | Q2 2014 | Q3 2021 | 30 |
Avior Wealth Management, LLC | 25 | 5 | 0.00% | 0.13% | 0.81% | Q1 2016 | Q3 2023 | 30 |
Johnson Financial Group, Inc. | 30 | 30 | 0.07% | 0.10% | 0.13% | Q2 2016 | Q3 2023 | 30 |
SIGNATUREFD, LLC | 30 | 30 | 0.01% | 4.77% | 15.19% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.81% | 1.38% | Q2 2013 | Q3 2020 | 30 |
Sigma Planning Corp | 30 | 30 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Nicholas Hoffman & Company, LLC. | 30 | 30 | 0.29% | 0.76% | 1.28% | Q2 2016 | Q3 2023 | 30 |
Roble, Belko & Company, Inc | 30 | 30 | 0.46% | 5.58% | 7.70% | Q2 2016 | Q3 2023 | 30 |
Allen Investment Management, LLC | 30 | 30 | 0.24% | 1.43% | 4.48% | Q2 2016 | Q3 2023 | 30 |
BlackRock Inc. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 30 |
ELM ADVISORS, LLC | 30 | 30 | 0.42% | 1.48% | 2.26% | Q4 2014 | Q1 2022 | 30 |
BOSTON FAMILY OFFICE LLC | 30 | 30 | 0.11% | 0.23% | 0.36% | Q2 2016 | Q3 2023 | 30 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 30 | 30 | 0.28% | 2.61% | 5.33% | Q2 2016 | Q3 2023 | 30 |
SOL Capital Management CO | 30 | 30 | 0.08% | 0.85% | 1.32% | Q2 2016 | Q3 2023 | 30 |
Asset Dedication, LLC | 23 | 1 | 0.01% | 0.15% | 1.24% | Q4 2015 | Q3 2023 | 29 |
Janney Montgomery Scott LLC | 27 | 1 | 0.01% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 29 |
ALLIANCEBERNSTEIN L.P. | 19 | 10 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 29 |
MONTAG A & ASSOCIATES INC | 17 | 12 | 0.02% | 0.09% | 0.27% | Q4 2014 | Q3 2023 | 29 |
Chevy Chase Trust Holdings, LLC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Coastline Trust Co | 29 | 29 | 0.03% | 0.10% | 0.18% | Q1 2015 | Q1 2022 | 29 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.33% | 0.54% | 0.78% | Q4 2015 | Q3 2023 | 29 |
Aureus Asset Management, LLC | 24 | 5 | 0.04% | 0.10% | 0.17% | Q4 2014 | Q1 2022 | 29 |
Bartlett & Co. LLC | 14 | 7 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2023 | 29 |
NAPLES GLOBAL ADVISORS, LLC | 29 | 29 | 0.08% | 0.11% | 0.16% | Q3 2016 | Q3 2023 | 29 |
Cornerstone Wealth Management, LLC | 25 | 1 | 1.58% | 2.38% | 3.57% | Q1 2016 | Q3 2023 | 29 |
MISSION WEALTH MANAGEMENT, LP | 28 | 28 | 0.02% | 0.07% | 0.15% | Q4 2016 | Q3 2023 | 28 |
Cedar Wealth Management, LLC | 28 | 28 | 0.02% | 3.70% | 8.37% | Q4 2015 | Q3 2022 | 28 |
DEUTSCHE BANK AG\ | 22 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 28 |
Alexandria Capital, LLC | 28 | 28 | 0.04% | 0.09% | 0.26% | Q2 2013 | Q1 2020 | 28 |
CWM, LLC | 17 | 3 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 28 |
GFS Advisors, LLC | 28 | 28 | 0.14% | 0.72% | 1.12% | Q4 2016 | Q3 2023 | 28 |
WP Advisors, LLC | 28 | 28 | 0.18% | 0.36% | 0.59% | Q4 2016 | Q3 2023 | 28 |
Summit Asset Management, LLC | 28 | 28 | 0.13% | 0.25% | 0.42% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.18% | 0.28% | 0.46% | Q4 2016 | Q3 2023 | 28 |
BROWN ADVISORY INC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Ancora Advisors LLC | 16 | 12 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 28 |
V Wealth Advisors LLC | 16 | 12 | 0.04% | 0.36% | 0.84% | Q3 2016 | Q3 2023 | 28 |
OPPENHEIMER & CO INC | 27 | 1 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q3 2023 | 28 |
Evanson Asset Management, LLC | 24 | 4 | 0.09% | 0.33% | 0.83% | Q2 2016 | Q3 2023 | 28 |
Pacific Center for Financial Services | 24 | 3 | 0.26% | 2.07% | 4.33% | Q4 2016 | Q3 2023 | 27 |
VALLEY NATIONAL ADVISERS INC | 26 | 1 | 0.02% | 0.10% | 0.48% | Q4 2015 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 26 | 1 | 0.00% | 0.09% | 0.30% | Q4 2016 | Q3 2023 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.10% | 0.33% | Q1 2017 | Q3 2023 | 27 |
Highland Private Wealth Management | 18 | 9 | 0.28% | 3.45% | 12.43% | Q4 2015 | Q3 2022 | 27 |
Landmark Financial Advisors, LLC | 27 | 27 | 0.15% | 0.73% | 4.66% | Q2 2015 | Q4 2021 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.03% | 0.08% | 0.30% | Q4 2016 | Q3 2023 | 27 |
Sicart Associates LLC | 27 | 27 | 0.26% | 0.81% | 1.76% | Q1 2017 | Q3 2023 | 27 |
Cambridge Advisors Inc. | 27 | 27 | 0.17% | 0.22% | 0.29% | Q1 2017 | Q3 2023 | 27 |
Asset Planning Services, Ltd. | 27 | 27 | 0.16% | 2.20% | 3.27% | Q2 2015 | Q4 2021 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.03% | 0.19% | 0.37% | Q1 2017 | Q3 2023 | 27 |
RKL Wealth Management LLC | 26 | 1 | 0.10% | 0.27% | 0.54% | Q4 2016 | Q3 2023 | 27 |
PLANNING ALTERNATIVES LTD /ADV | 27 | 27 | 0.04% | 5.88% | 25.80% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.13% | 0.30% | Q2 2013 | Q4 2019 | 27 |
Capital Advantage, Inc. | 15 | 11 | 1.61% | 3.09% | 5.53% | Q3 2015 | Q1 2022 | 26 |
Patriot Financial Group Insurance Agency, LLC | 26 | 26 | 0.04% | 0.19% | 0.32% | Q2 2017 | Q3 2023 | 26 |
Jacobi Capital Management LLC | 16 | 1 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q2 2023 | 26 |
BESSEMER GROUP INC | 25 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 26 |
SCOTIA CAPITAL INC. | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Capstone Financial Advisors, Inc. | 26 | 26 | 0.72% | 5.33% | 9.86% | Q2 2017 | Q3 2023 | 26 |
Cetera Advisors LLC | 23 | 3 | 0.03% | 0.40% | 0.88% | Q1 2017 | Q3 2023 | 26 |
PINNACLE FINANCIAL PARTNERS INC | 26 | 26 | 0.03% | 0.07% | 0.14% | Q2 2017 | Q3 2023 | 26 |
Essex Financial Services, Inc. | 16 | 3 | 0.07% | 0.19% | 0.40% | Q4 2016 | Q3 2023 | 26 |
Estate Counselors, LLC | 24 | 2 | 0.04% | 0.25% | 1.35% | Q4 2016 | Q2 2023 | 26 |
Dorsey & Whitney Trust CO LLC | 15 | 11 | 0.16% | 0.34% | 0.49% | Q4 2013 | Q3 2023 | 26 |
Anchor Investment Management, LLC | 26 | 26 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q4 2023 | 26 |
Aveo Capital Partners, LLC | 14 | 1 | 0.12% | 0.26% | 0.45% | Q4 2016 | Q3 2023 | 26 |
WHITTIER TRUST CO | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
GIRARD PARTNERS LTD. | 16 | 1 | 0.04% | 1.46% | 5.66% | Q2 2016 | Q3 2023 | 25 |
Wealthcare Advisory Partners LLC | 11 | 3 | 0.01% | 0.02% | 0.11% | Q2 2016 | Q3 2023 | 25 |
First National Bank of Mount Dora, Trust Investment Services | 25 | 25 | 0.20% | 0.27% | 0.34% | Q4 2017 | Q4 2023 | 25 |
JOHNSON INVESTMENT COUNSEL INC | 25 | 25 | 0.01% | 0.03% | 0.18% | Q3 2017 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.06% | 0.99% | 2.41% | Q3 2017 | Q3 2023 | 25 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 24 | 1 | 0.06% | 5.42% | 10.00% | Q2 2013 | Q3 2019 | 25 |
LINCOLN NATIONAL CORP | 25 | 25 | 0.01% | 0.04% | 0.07% | Q3 2017 | Q3 2023 | 25 |
HARVEST CAPITAL MANAGEMENT INC | 25 | 25 | 0.67% | 1.26% | 2.20% | Q2 2013 | Q2 2019 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.00% | 0.15% | 3.36% | Q4 2014 | Q4 2020 | 25 |
Bray Capital Advisors | 23 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 25 |
COMERICA BANK | 23 | 1 | 0.00% | 0.15% | 0.30% | Q4 2014 | Q3 2023 | 25 |
C M BIDWELL & ASSOCIATES LTD | 24 | 24 | 0.10% | 2.12% | 4.63% | Q4 2017 | Q3 2023 | 24 |
Valmark Advisers, Inc. | 24 | 24 | 0.03% | 0.19% | 0.44% | Q4 2017 | Q3 2023 | 24 |
Successful Portfolios LLC | 24 | 24 | 0.69% | 0.79% | 0.97% | Q4 2017 | Q3 2023 | 24 |
Heritage Wealth Advisors | 24 | 24 | 0.01% | 0.07% | 0.32% | Q4 2017 | Q3 2023 | 24 |
Windsor Wealth Management, Inc. | 24 | 24 | 0.22% | 0.74% | 1.18% | Q4 2017 | Q3 2023 | 24 |
OPTIMUM INVESTMENT ADVISORS | 24 | 24 | 0.05% | 0.07% | 0.09% | Q1 2018 | Q4 2023 | 24 |
FIRST HAWAIIAN BANK | 21 | 1 | 0.07% | 0.24% | 0.46% | Q4 2013 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q3 2023 | 24 |
BLAIR WILLIAM & CO/IL | 16 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 24 |
WEST PACES ADVISORS INC. | 24 | 24 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Plante Moran Financial Advisors, LLC | 11 | 4 | 0.01% | 0.03% | 0.20% | Q3 2016 | Q3 2023 | 24 |
FIRST MANHATTAN CO. LLC. | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.36% | 1.00% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.05% | 1.33% | 2.87% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.03% | 0.20% | 0.52% | Q4 2017 | Q3 2023 | 24 |
Kovack Advisors, Inc. | 13 | 11 | 0.02% | 0.12% | 0.34% | Q4 2016 | Q3 2023 | 24 |
UNITED BANK | 24 | 24 | 0.14% | 0.26% | 0.45% | Q4 2017 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 3.87% | 5.67% | 6.86% | Q4 2017 | Q3 2023 | 24 |
Leonard Rickey Investment Advisors P.L.L.C. | 24 | 24 | 0.11% | 1.20% | 4.47% | Q4 2017 | Q3 2023 | 24 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 24 | 24 | 0.25% | 0.56% | 1.01% | Q4 2017 | Q3 2023 | 24 |
Linscomb & Williams, Inc. | 24 | 24 | 0.04% | 0.19% | 0.28% | Q4 2017 | Q3 2023 | 24 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
IHT Wealth Management, LLC | 19 | 5 | 0.00% | 0.11% | 0.31% | Q4 2016 | Q3 2023 | 24 |
Gradient Capital Advisors, LLC | 24 | 24 | 1.38% | 1.86% | 2.29% | Q4 2017 | Q3 2023 | 24 |
Nikulski Financial, Inc. | 24 | 24 | 0.29% | 0.80% | 1.41% | Q4 2017 | Q3 2023 | 24 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.02% | 0.27% | Q2 2013 | Q2 2023 | 24 |
BARCLAYS PLC | 14 | 4 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 24 |
NewEdge Advisors, LLC | 23 | 1 | 0.00% | 0.19% | 0.59% | Q2 2017 | Q3 2023 | 24 |
Financial Advisors Network, Inc. | 17 | 1 | 1.58% | 2.58% | 4.01% | Q4 2016 | Q3 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.06% | 0.36% | 0.60% | Q4 2017 | Q3 2023 | 24 |
Lee Financial Co | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.02% | 0.29% | 5.78% | Q4 2017 | Q3 2023 | 24 |
FIDUCIENT ADVISORS LLC | 24 | 24 | 1.04% | 7.53% | 10.46% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.09% | 0.13% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Tanglewood Wealth Management, Inc. | 24 | 24 | 1.10% | 4.78% | 8.10% | Q1 2016 | Q4 2021 | 24 |
Avantax Planning Partners, Inc. | 21 | 1 | 0.01% | 0.39% | 1.31% | Q4 2016 | Q3 2023 | 24 |
FRANKLIN RESOURCES INC | 17 | 6 | 0.00% | 0.00% | 0.03% | Q2 2017 | Q3 2023 | 23 |
WoodTrust Financial Corp | 23 | 23 | 0.14% | 0.31% | 1.02% | Q1 2018 | Q3 2023 | 23 |
Private Ocean, LLC | 23 | 23 | 0.00% | 0.04% | 0.29% | Q1 2018 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.01% | 0.18% | 0.34% | Q1 2018 | Q3 2023 | 23 |
Jackson, Grant Investment Advisers, Inc. | 16 | 7 | 0.01% | 0.05% | 0.15% | Q4 2017 | Q3 2023 | 23 |
FLOW TRADERS U.S. LLC | 9 | 1 | 0.00% | 1.96% | 20.43% | Q3 2013 | Q4 2022 | 23 |
GAMBLE JONES INVESTMENT COUNSEL | 23 | 23 | 0.03% | 0.60% | 0.83% | Q2 2017 | Q4 2022 | 23 |
NWAM LLC | 23 | 23 | 0.02% | 0.15% | 0.54% | Q1 2018 | Q3 2023 | 23 |
BRIGHTON JONES LLC | 14 | 4 | 0.03% | 0.17% | 0.30% | Q2 2017 | Q3 2023 | 23 |
WIMMER ASSOCIATES 1, LLC | 23 | 23 | 0.20% | 0.37% | 0.62% | Q1 2018 | Q3 2023 | 23 |
COLONY GROUP LLC | 20 | 1 | 0.02% | 0.25% | 0.67% | Q2 2015 | Q3 2023 | 23 |
Peregrine Asset Advisers, Inc. | 18 | 1 | 0.05% | 0.14% | 0.21% | Q2 2014 | Q4 2020 | 23 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 23 | 23 | 0.05% | 0.08% | 0.10% | Q3 2015 | Q1 2021 | 23 |
WMS Partners, LLC | 19 | 1 | 0.04% | 0.34% | 0.63% | Q4 2015 | Q1 2022 | 23 |
Bedel Financial Consulting, Inc. | 23 | 23 | 0.18% | 0.38% | 0.67% | Q4 2017 | Q2 2023 | 23 |
Certified Advisory Corp | 11 | 11 | 0.00% | 0.08% | 0.22% | Q4 2017 | Q3 2023 | 22 |
Main Management LLC | 21 | 1 | 0.05% | 1.01% | 2.58% | Q1 2018 | Q3 2023 | 22 |
Clearstead Advisors, LLC | 22 | 22 | 0.02% | 0.07% | 0.30% | Q2 2018 | Q3 2023 | 22 |
HOLLENCREST CAPITAL MANAGEMENT | 21 | 1 | 0.12% | 0.14% | 0.21% | Q3 2014 | Q3 2023 | 22 |
Rehmann Capital Advisory Group | 15 | 7 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 22 |
PATHSTONE FAMILY OFFICE, LLC | 22 | 22 | 0.00% | 0.14% | 0.41% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
TCI Wealth Advisors, Inc. | 22 | 22 | 0.00% | 0.08% | 0.12% | Q4 2017 | Q1 2023 | 22 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.08% | 0.45% | Q3 2014 | Q3 2023 | 22 |
OneDigital Investment Advisors LLC | 19 | 3 | 0.00% | 0.07% | 0.15% | Q1 2018 | Q3 2023 | 22 |
Verity Asset Management, Inc. | 17 | 5 | 0.24% | 1.84% | 4.58% | Q1 2018 | Q3 2023 | 22 |
Manchester Capital Management LLC | 15 | 7 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 22 |
WEDBUSH SECURITIES INC | 22 | 22 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 22 |
CreativeOne Wealth, LLC | 22 | 22 | 0.05% | 0.19% | 0.53% | Q2 2018 | Q3 2023 | 22 |
VICTORY CAPITAL MANAGEMENT INC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2023 | 22 |
RETIREMENT CAPITAL STRATEGIES | 21 | 1 | 0.10% | 11.70% | 13.99% | Q4 2014 | Q2 2022 | 22 |
Neuberger Berman Group LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 22 |
SIMON QUICK ADVISORS, LLC | 17 | 5 | 0.00% | 0.02% | 0.19% | Q4 2016 | Q2 2022 | 22 |
Belpointe Asset Management LLC | 19 | 3 | 0.04% | 0.18% | 0.28% | Q3 2017 | Q1 2023 | 22 |
Paracle Advisors, LLC | 13 | 3 | 0.06% | 0.19% | 0.56% | Q3 2015 | Q1 2021 | 21 |
CENTAURUS FINANCIAL, INC. | 20 | 1 | 0.01% | 0.33% | 0.61% | Q2 2018 | Q3 2023 | 21 |
Sunesis Advisors, LLC | 20 | 1 | 3.43% | 5.77% | 7.35% | Q2 2018 | Q3 2023 | 21 |
Aevitas Wealth Management, Inc. | 21 | 21 | 0.12% | 1.29% | 3.09% | Q4 2017 | Q4 2022 | 21 |
Barber Financial Group, Inc. | 21 | 21 | 0.26% | 0.50% | 0.71% | Q4 2016 | Q4 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.12% | 0.33% | 0.46% | Q3 2018 | Q3 2023 | 21 |
CIBC WORLD MARKET INC. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 21 |
Cranbrook Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Filament LLC | 16 | 5 | 0.19% | 1.35% | 5.14% | Q4 2014 | Q3 2020 | 21 |
TD Capital Management LLC | 21 | 21 | 0.00% | 1.20% | 1.64% | Q3 2018 | Q3 2023 | 21 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.02% | 0.76% | 2.60% | Q4 2014 | Q4 2022 | 21 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 21 | 21 | 4.91% | 12.26% | 18.08% | Q4 2017 | Q4 2022 | 21 |
TIEDEMANN ADVISORS, LLC | 21 | 21 | 0.08% | 0.20% | 0.42% | Q3 2018 | Q3 2023 | 21 |
Community Bank, N.A. | 21 | 21 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Cordasco Financial Network | 21 | 21 | 0.14% | 0.22% | 0.35% | Q2 2017 | Q2 2022 | 21 |
StoneX Group Inc. | 17 | 1 | 0.10% | 0.18% | 0.36% | Q2 2017 | Q3 2023 | 21 |
PROFFITT & GOODSON INC | 21 | 21 | 0.03% | 0.27% | 0.42% | Q3 2018 | Q3 2023 | 21 |
Mariner, LLC | 20 | 1 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 21 |
JNBA Financial Advisors | 11 | 1 | 0.00% | 0.05% | 0.87% | Q3 2016 | Q3 2023 | 21 |
Dana Investment Advisors, Inc. | 18 | 3 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, LLC | 20 | 20 | 1.63% | 2.95% | 4.66% | Q4 2018 | Q3 2023 | 20 |
McCarthy Grittinger Financial Group, LLC | 20 | 20 | 0.02% | 0.47% | 1.23% | Q4 2018 | Q3 2023 | 20 |
BROOKS, MOORE & ASSOCIATES, INC. | 20 | 20 | 0.28% | 0.80% | 1.38% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.16% | 0.70% | Q4 2018 | Q3 2023 | 20 |
Northstar Group, Inc. | 20 | 20 | 0.11% | 0.31% | 0.62% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.07% | 0.16% | 0.23% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.17% | 0.28% | Q4 2018 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q2 2019 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 0.17% | 0.43% | 1.12% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.03% | 0.09% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Caprock Group, LLC | 20 | 20 | 0.68% | 2.05% | 3.05% | Q4 2018 | Q3 2023 | 20 |
Veritable, L.P. | 14 | 2 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q2 2023 | 20 |
Brio Consultants, LLC | 20 | 20 | 0.08% | 1.68% | 6.34% | Q4 2018 | Q3 2023 | 20 |
UNIVEST FINANCIAL Corp | 15 | 5 | 11.14% | 12.82% | 13.96% | Q3 2018 | Q3 2023 | 20 |
Elwood & Goetz Wealth Advisory Group, LLC | 20 | 20 | 1.22% | 6.09% | 13.81% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.08% | 0.14% | Q4 2017 | Q3 2022 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.04% | 1.46% | 4.87% | Q4 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.01% | 1.14% | 2.30% | Q4 2018 | Q3 2023 | 20 |
Haverford Trust Co | 20 | 20 | 0.05% | 0.26% | 1.12% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.05% | 0.18% | 0.60% | Q4 2014 | Q3 2019 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 6.21% | 9.96% | 14.27% | Q4 2018 | Q3 2023 | 20 |
Callan Capital, LLC | 20 | 20 | 0.30% | 1.87% | 5.71% | Q4 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.04% | 0.13% | 0.29% | Q4 2017 | Q4 2022 | 20 |
Providence First Trust Co | 20 | 20 | 0.30% | 0.89% | 1.20% | Q4 2018 | Q3 2023 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.06% | 0.21% | 0.80% | Q4 2018 | Q3 2023 | 20 |
LEVEL FOUR ADVISORY SERVICES, LLC | 16 | 4 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 12 | 7 | 0.03% | 0.08% | 0.60% | Q4 2018 | Q3 2023 | 19 |
Sowell Financial Services LLC | 10 | 3 | 0.03% | 0.31% | 0.98% | Q3 2018 | Q3 2023 | 19 |
Simmons Bank | 12 | 7 | 0.02% | 0.02% | 0.04% | Q1 2017 | Q1 2022 | 19 |
CRA Financial Services, LLC | 19 | 19 | 0.11% | 0.16% | 0.23% | Q1 2019 | Q3 2023 | 19 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 14 | 5 | 0.04% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 19 |
Mutual Advisors, LLC | 18 | 1 | 0.01% | 0.10% | 0.27% | Q4 2017 | Q3 2023 | 19 |
WEBSTER BANK, N. A. | 14 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2022 | 19 |
Intersect Capital LLC | 19 | 19 | 0.06% | 0.12% | 0.21% | Q4 2017 | Q2 2022 | 19 |
Garde Capital, Inc. | 11 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q2 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.02% | 0.07% | 0.14% | Q1 2019 | Q3 2023 | 19 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 14 | 1 | 0.00% | 0.03% | 0.12% | Q4 2014 | Q1 2021 | 19 |
FORTE CAPITAL LLC /ADV | 14 | 5 | 0.13% | 0.23% | 0.30% | Q3 2014 | Q1 2020 | 19 |
Perigon Wealth Management, LLC | 16 | 1 | 0.00% | 0.17% | 0.27% | Q3 2011 | Q3 2023 | 19 |
PRUDENTIAL FINANCIAL INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.04% | 0.11% | 0.34% | Q1 2019 | Q3 2023 | 19 |
PARSONS CAPITAL MANAGEMENT INC/RI | 9 | 1 | 0.02% | 0.05% | 0.09% | Q1 2015 | Q3 2023 | 19 |
DT Investment Partners, LLC | 19 | 19 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
BB&T SECURITIES, LLC | 19 | 19 | 0.02% | 0.05% | 0.08% | Q1 2015 | Q3 2019 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.03% | 0.14% | Q1 2019 | Q3 2023 | 19 |
SVA Wealth Management, LLC | 15 | 4 | 0.05% | 3.18% | 10.11% | Q2 2014 | Q4 2020 | 19 |
Empirical Finance, LLC | 18 | 1 | 0.00% | 0.20% | 0.41% | Q4 2016 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.09% | 0.14% | 0.30% | Q4 2017 | Q2 2022 | 19 |
Winch Advisory Services, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.01% | 0.04% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Wealthspire Advisors, L.P. | 15 | 4 | 0.01% | 0.12% | 1.65% | Q4 2015 | Q3 2020 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.04% | 0.08% | 0.16% | Q2 2013 | Q3 2017 | 18 |
Paragon Capital Management Ltd | 18 | 18 | 0.16% | 0.45% | 0.74% | Q3 2017 | Q4 2021 | 18 |
TIAA, FSB | 10 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 18 |
Western Wealth Management, LLC | 10 | 8 | 0.03% | 0.07% | 0.21% | Q1 2019 | Q3 2023 | 18 |
Angeles Investment Advisors, LLC | 18 | 18 | 0.21% | 1.21% | 4.46% | Q2 2019 | Q3 2023 | 18 |
Dynamic Advisor Solutions LLC | 18 | 18 | 0.04% | 0.29% | 0.58% | Q2 2019 | Q3 2023 | 18 |
BRINKER CAPITAL INC | 18 | 18 | 0.01% | 1.05% | 3.25% | Q3 2015 | Q4 2019 | 18 |
AE Wealth Management LLC | 17 | 1 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 18 |
Cribstone Capital Management, LLC | 17 | 1 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q2 2022 | 18 |
DFPG INVESTMENTS, LLC | 18 | 18 | 0.23% | 1.16% | 3.51% | Q2 2019 | Q3 2023 | 18 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 5 | 0.00% | 0.03% | 0.17% | Q2 2018 | Q3 2023 | 18 |
Gladstone Institutional Advisory LLC | 18 | 18 | 0.01% | 0.13% | 0.58% | Q4 2018 | Q1 2023 | 18 |
Personal Capital Advisors Corp | 12 | 6 | 0.00% | 0.03% | 0.37% | Q1 2018 | Q4 2022 | 18 |
Larson Financial Group LLC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
BOYS ARNOLD & CO INC | 18 | 18 | 0.04% | 0.08% | 0.16% | Q1 2014 | Q2 2018 | 18 |
Global Endowment Management, LP | 18 | 18 | 2.23% | 6.14% | 14.21% | Q2 2019 | Q3 2023 | 18 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 7 | 0.10% | 0.13% | 0.22% | Q1 2019 | Q3 2023 | 18 |
Chicago Partners Investment Group LLC | 12 | 1 | 0.00% | 0.10% | 0.18% | Q1 2016 | Q3 2023 | 17 |
STEEL GROVE CAPITAL ADVISORS, LLC | 17 | 17 | 0.06% | 0.87% | 2.82% | Q1 2016 | Q1 2020 | 17 |
Cedar Brook Financial Partners, LLC | 11 | 6 | 0.07% | 0.38% | 0.62% | Q2 2019 | Q3 2023 | 17 |
CWA Asset Management Group, LLC | 17 | 17 | 0.05% | 0.10% | 0.27% | Q3 2019 | Q3 2023 | 17 |
Altavista Wealth Management, Inc. | 17 | 17 | 0.10% | 0.16% | 0.26% | Q4 2017 | Q4 2021 | 17 |
Gradient Investments LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 17 |
TRUIST FINANCIAL CORP | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.03% | 0.10% | 0.23% | Q4 2019 | Q4 2023 | 17 |
Boothe Investment Group, Inc. | 10 | 7 | 7.09% | 10.49% | 15.61% | Q2 2018 | Q3 2022 | 17 |
Laird Norton Wetherby Wealth Management, LLC | 15 | 2 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.00% | 0.01% | 0.08% | Q3 2019 | Q3 2023 | 17 |
KINGS POINT CAPITAL MANAGEMENT | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
Claro Advisors LLC | 9 | 2 | 0.06% | 0.17% | 0.39% | Q4 2018 | Q3 2023 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 17 |
HUNTINGTON NATIONAL BANK | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 17 |
SUNTRUST BANKS INC | 16 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2019 | 17 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.02% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
FIFTH THIRD SECURITIES, INC. | 7 | 1 | 0.18% | 0.52% | 0.64% | Q2 2016 | Q3 2023 | 17 |
Comprehensive Financial Management LLC | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Professional Financial Advisors, LLC | 16 | 16 | 0.46% | 1.91% | 7.39% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.14% | 1.70% | 2.16% | Q4 2019 | Q3 2023 | 16 |
Sovereign Investment Advisors, LLC | 16 | 16 | 0.81% | 1.19% | 1.43% | Q4 2019 | Q3 2023 | 16 |
Archer Investment Corp | 16 | 16 | 0.02% | 0.15% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Ballentine Partners, LLC | 13 | 1 | 0.01% | 0.03% | 0.14% | Q4 2015 | Q4 2021 | 16 |
First Ascent Asset Management, LLC | 16 | 16 | 5.53% | 7.93% | 16.34% | Q4 2019 | Q3 2023 | 16 |
Arete Wealth Advisors, LLC | 16 | 16 | 0.07% | 0.71% | 1.85% | Q4 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.14% | 0.16% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Meridian Wealth Partners, LLC | 16 | 16 | 0.06% | 0.10% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 6.53% | 7.41% | 8.39% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.04% | 0.47% | Q4 2019 | Q3 2023 | 16 |
RITHOLTZ WEALTH MANAGEMENT | 8 | 1 | 0.01% | 0.08% | 0.20% | Q4 2016 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.14% | 0.24% | 0.28% | Q4 2019 | Q3 2023 | 16 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 16 | 16 | 0.01% | 0.20% | 1.04% | Q4 2019 | Q3 2023 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.31% | 0.95% | 5.87% | Q4 2019 | Q3 2023 | 16 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 9 | 3 | 0.01% | 0.78% | 1.24% | Q4 2015 | Q1 2020 | 16 |
BAHL & GAYNOR INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 0.03% | 0.11% | 0.38% | Q4 2019 | Q3 2023 | 16 |
Independence Bank of Kentucky | 16 | 16 | 0.12% | 0.61% | 0.96% | Q4 2019 | Q3 2023 | 16 |
Legacy Advisors, LLC | 14 | 2 | 0.04% | 1.98% | 3.34% | Q4 2016 | Q3 2023 | 16 |
Independent Family Office, LLC | 16 | 16 | 0.31% | 0.43% | 0.54% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Avalon Advisory Group | 16 | 16 | 0.64% | 1.01% | 2.03% | Q4 2019 | Q3 2023 | 16 |
Cairn Investment Group, Inc. | 16 | 16 | 0.32% | 6.56% | 9.90% | Q4 2019 | Q3 2023 | 16 |
PRIVATE TRUST CO NA | 7 | 2 | 0.01% | 0.05% | 0.13% | Q1 2013 | Q3 2023 | 16 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.01% | 0.11% | 0.62% | Q1 2015 | Q3 2023 | 16 |
Focused Wealth Management, Inc | 15 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q2 2023 | 16 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 16 | 0.04% | 0.06% | 0.11% | Q4 2018 | Q3 2022 | 16 |
BAINCO INTERNATIONAL INVESTORS | 13 | 3 | 0.06% | 0.26% | 1.12% | Q1 2013 | Q1 2020 | 16 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 16 | 16 | 1.88% | 4.16% | 7.28% | Q4 2019 | Q3 2023 | 16 |
STEPH & CO | 16 | 16 | 0.03% | 0.17% | 0.51% | Q4 2019 | Q3 2023 | 16 |
Berman Capital Advisors, LLC | 16 | 16 | 1.80% | 6.92% | 14.98% | Q4 2017 | Q3 2021 | 16 |
HOWARD WEALTH MANAGEMENT, LLC | 16 | 16 | 0.78% | 1.05% | 1.54% | Q4 2019 | Q3 2023 | 16 |
ROBERTS GLORE & CO INC /IL/ | 16 | 16 | 0.21% | 0.26% | 0.31% | Q4 2019 | Q3 2023 | 16 |
PFG Advisors | 13 | 3 | 0.04% | 0.11% | 0.19% | Q4 2018 | Q2 2023 | 16 |
Hanlon Investment Management, Inc. | 16 | 16 | 0.10% | 0.27% | 0.49% | Q4 2019 | Q3 2023 | 16 |
Compagnie Lombard Odier SCmA | 16 | 16 | 0.11% | 0.13% | 0.17% | Q4 2013 | Q3 2017 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Wade Financial Advisory, Inc | 16 | 16 | 0.16% | 0.25% | 0.45% | Q4 2019 | Q3 2023 | 16 |
180 WEALTH ADVISORS, LLC | 12 | 4 | 0.06% | 0.09% | 0.16% | Q2 2019 | Q3 2023 | 16 |
Optas, LLC | 16 | 16 | 2.43% | 5.84% | 12.91% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.64% | 8.31% | 9.63% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.03% | 0.12% | 0.32% | Q4 2019 | Q3 2023 | 16 |
ROPES WEALTH ADVISORS LLC | 16 | 16 | 0.25% | 0.75% | 0.97% | Q4 2019 | Q3 2023 | 16 |
Aufman Associates Inc | 16 | 16 | 0.32% | 0.46% | 0.70% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.09% | 0.18% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Clarity Wealth Advisors, LLC | 16 | 16 | 0.38% | 4.06% | 5.12% | Q4 2019 | Q3 2023 | 16 |
Diversified Portfolios, Inc. | 14 | 1 | 0.11% | 0.19% | 0.32% | Q4 2014 | Q3 2023 | 16 |
Kathmere Capital Management, LLC | 16 | 16 | 0.05% | 0.15% | 1.30% | Q4 2019 | Q3 2023 | 16 |
BAILARD, INC. | 16 | 16 | 0.02% | 0.14% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.13% | 0.42% | 0.72% | Q2 2016 | Q4 2019 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.15% | 0.60% | 0.78% | Q4 2019 | Q3 2023 | 15 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 1 | 0.00% | 0.37% | 1.74% | Q3 2015 | Q3 2023 | 15 |
SENTINEL TRUST CO LBA | 15 | 15 | 0.84% | 7.66% | 10.90% | Q1 2020 | Q3 2023 | 15 |
Red Door Wealth Management, LLC | 15 | 15 | 0.17% | 0.31% | 0.48% | Q1 2020 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.40% | 2.37% | 3.42% | Q4 2019 | Q3 2023 | 15 |
Bogart Wealth, LLC | 15 | 15 | 0.00% | 4.12% | 5.97% | Q1 2020 | Q3 2023 | 15 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 10 | 5 | 0.18% | 0.33% | 0.65% | Q4 2019 | Q3 2023 | 15 |
SYM FINANCIAL Corp | 15 | 15 | 0.23% | 1.02% | 2.33% | Q1 2020 | Q3 2023 | 15 |
Freestone Capital Holdings, LLC | 11 | 4 | 0.00% | 0.20% | 1.02% | Q4 2015 | Q4 2020 | 15 |
Miracle Mile Advisors, LLC | 8 | 7 | 0.03% | 0.15% | 0.40% | Q1 2018 | Q3 2023 | 15 |
J.W. COLE ADVISORS, INC. | 14 | 1 | 0.07% | 0.13% | 0.29% | Q4 2019 | Q3 2023 | 15 |
Axiom Financial Strategies, LLC | 15 | 15 | 0.57% | 2.60% | 9.41% | Q1 2020 | Q3 2023 | 15 |
Verus Financial Partners, Inc. | 14 | 1 | 0.04% | 1.56% | 6.69% | Q4 2019 | Q3 2023 | 15 |
Koshinski Asset Management, Inc. | 5 | 1 | 0.01% | 0.05% | 0.08% | Q2 2017 | Q3 2023 | 15 |
Aptus Capital Advisors, LLC | 11 | 4 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Asset Management Group, Inc. | 15 | 15 | 0.11% | 0.14% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Tolleson Wealth Management, Inc. | 15 | 15 | 0.27% | 0.42% | 0.56% | Q1 2020 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.11% | 0.15% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Westside Investment Management, Inc. | 15 | 15 | 0.00% | 0.09% | 0.46% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Plancorp, LLC | 15 | 15 | 0.06% | 0.15% | 0.30% | Q1 2020 | Q3 2023 | 15 |
Carmichael Hill & Associates, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
AF Advisors, Inc. | 10 | 5 | 0.08% | 0.19% | 0.33% | Q4 2019 | Q3 2023 | 15 |
CULBERTSON A N & CO INC | 15 | 15 | 0.10% | 0.31% | 0.46% | Q1 2020 | Q3 2023 | 15 |
Strategic Financial Services, Inc, | 15 | 15 | 0.08% | 0.09% | 0.10% | Q1 2020 | Q3 2023 | 15 |
FIDUCIARY TRUST CO | 15 | 15 | 0.06% | 0.10% | 0.13% | Q1 2020 | Q3 2023 | 15 |
HM PAYSON & CO | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 15 |
FAS Wealth Partners, Inc. | 15 | 15 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Glassman Wealth Services | 15 | 15 | 0.03% | 0.11% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.03% | 0.13% | 0.18% | Q4 2019 | Q2 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.56% | 2.66% | 5.80% | Q1 2020 | Q4 2023 | 15 |
CAHABA WEALTH MANAGEMENT, INC. | 15 | 15 | 1.02% | 2.37% | 2.79% | Q1 2020 | Q3 2023 | 15 |
Patten Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2018 | 15 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 0.02% | 0.11% | 0.29% | Q1 2020 | Q3 2023 | 15 |
Winslow, Evans & Crocker, Inc. | 14 | 1 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2020 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 0.09% | 0.12% | 0.14% | Q4 2019 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Petix & Botte Co | 12 | 3 | 0.19% | 0.28% | 0.44% | Q4 2019 | Q3 2023 | 15 |
BT Wealth Management LLC | 15 | 15 | 0.23% | 0.56% | 0.94% | Q4 2018 | Q2 2022 | 15 |
Proficio Capital Partners LLC | 13 | 2 | 0.10% | 0.13% | 0.17% | Q2 2016 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.38% | 0.42% | 0.47% | Q1 2020 | Q3 2023 | 15 |
Greytown Advisors Inc. | 7 | 1 | 0.11% | 0.38% | 0.88% | Q4 2017 | Q3 2023 | 15 |
Abacus Planning Group, Inc. | 15 | 15 | 5.53% | 6.35% | 7.30% | Q1 2020 | Q3 2023 | 15 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15 | 15 | 0.17% | 0.64% | 1.33% | Q1 2020 | Q3 2023 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 15 |
EP Wealth Advisors, LLC | 10 | 4 | 0.01% | 0.09% | 0.16% | Q1 2020 | Q3 2023 | 14 |
Vestmark Advisory Solutions, Inc. | 14 | 14 | 0.02% | 0.30% | 1.96% | Q2 2020 | Q3 2023 | 14 |
CENTRAL TRUST Co | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 14 |
Fisher Asset Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
Frisch Financial Group, Inc. | 12 | 2 | 0.08% | 0.34% | 2.45% | Q4 2019 | Q3 2023 | 14 |
RBF Capital, LLC | 8 | 6 | 0.05% | 0.28% | 0.50% | Q3 2018 | Q3 2023 | 14 |
St. Louis Trust Co | 14 | 14 | 2.56% | 5.01% | 8.34% | Q2 2020 | Q3 2023 | 14 |
CAPITAL INSIGHT PARTNERS, LLC | 14 | 14 | 0.69% | 0.95% | 1.20% | Q2 2020 | Q3 2023 | 14 |
Bridge Creek Capital Management LLC | 7 | 1 | 0.09% | 0.18% | 1.00% | Q4 2016 | Q3 2023 | 14 |
Waverly Advisors, LLC | 6 | 1 | 0.00% | 0.04% | 0.10% | Q2 2014 | Q3 2023 | 14 |
COHEN LAWRENCE B | 14 | 14 | 0.14% | 0.20% | 0.22% | Q2 2020 | Q3 2023 | 14 |
KFA Private Wealth Group, LLC | 13 | 1 | 0.46% | 0.57% | 0.75% | Q1 2020 | Q3 2023 | 14 |
BBR PARTNERS, LLC | 13 | 1 | 0.24% | 0.37% | 0.50% | Q1 2019 | Q3 2023 | 14 |
Lion Street Advisors, LLC | 9 | 5 | 0.20% | 0.96% | 2.84% | Q4 2019 | Q3 2023 | 14 |
Azimuth Capital Management LLC | 14 | 14 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q1 2022 | 14 |
AdvicePeriod, LLC | 12 | 2 | 0.06% | 0.31% | 0.80% | Q4 2017 | Q2 2021 | 14 |
S&T BANK/PA | 14 | 14 | 0.07% | 0.35% | 0.44% | Q2 2020 | Q3 2023 | 14 |
IEQ CAPITAL, LLC | 14 | 14 | 0.02% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 14 | 14 | 0.07% | 0.12% | 0.16% | Q2 2020 | Q3 2023 | 14 |
BLB&B Advisors, LLC | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
MCF Advisors LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 14 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 1 | 0.05% | 0.11% | 0.15% | Q4 2018 | Q1 2023 | 14 |
Gryphon Financial Partners LLC | 13 | 1 | 0.05% | 2.46% | 5.84% | Q4 2017 | Q2 2021 | 14 |
Exchange Capital Management, Inc. | 10 | 4 | 0.01% | 0.04% | 0.09% | Q2 2014 | Q3 2018 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q2 2023 | 14 |
Parkside Financial Bank & Trust | 14 | 14 | 0.02% | 0.15% | 0.45% | Q2 2020 | Q3 2023 | 14 |
Sunflower Bank, N.A. | 14 | 14 | 9.57% | 12.38% | 19.52% | Q2 2020 | Q3 2023 | 14 |
Traynor Capital Management, Inc. | 14 | 14 | 0.05% | 0.15% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Shelter Mutual Insurance Co | 14 | 14 | 4.96% | 5.92% | 6.82% | Q2 2020 | Q3 2023 | 14 |
Kingfisher Capital LLC | 14 | 14 | 0.48% | 0.77% | 0.91% | Q4 2016 | Q1 2020 | 14 |
Sanctuary Wealth Management, L.L.C. | 11 | 1 | 0.60% | 2.41% | 2.92% | Q1 2010 | Q3 2023 | 14 |
BDO Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
IFG Advisory, LLC | 12 | 2 | 0.02% | 0.09% | 0.43% | Q3 2019 | Q3 2023 | 14 |
AJ WEALTH STRATEGIES, LLC | 14 | 14 | 0.02% | 0.71% | 2.38% | Q1 2020 | Q2 2023 | 14 |
NewFocus Financial Group, LLC | 13 | 13 | 0.12% | 0.23% | 0.34% | Q4 2016 | Q4 2019 | 13 |
BOK Financial Private Wealth, Inc. | 13 | 13 | 0.04% | 0.39% | 2.09% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.48% | 0.54% | 0.63% | Q3 2020 | Q3 2023 | 13 |
Aberdeen Wealth Management LLC | 8 | 2 | 0.33% | 0.78% | 1.10% | Q4 2019 | Q3 2023 | 13 |
Stratos Wealth Advisors, LLC | 13 | 13 | 0.11% | 0.35% | 0.66% | Q3 2020 | Q3 2023 | 13 |
First Command Bank | 7 | 2 | 0.00% | 0.16% | 0.91% | Q4 2016 | Q2 2023 | 13 |
MERITAGE PORTFOLIO MANAGEMENT | 13 | 13 | 0.04% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Prudent Man Advisors, LLC | 13 | 13 | 0.84% | 1.00% | 1.15% | Q3 2020 | Q3 2023 | 13 |
MGO ONE SEVEN LLC | 10 | 1 | 0.03% | 0.08% | 0.14% | Q4 2017 | Q3 2023 | 13 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 9 | 4 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 13 |
BOKF, NA | 9 | 4 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 13 |
FDx Advisors, Inc. | 5 | 1 | 0.01% | 0.11% | 0.33% | Q3 2014 | Q4 2021 | 13 |
Columbus Macro, LLC | 7 | 6 | 0.10% | 0.51% | 1.12% | Q4 2018 | Q3 2023 | 13 |
WESBANCO BANK INC | 11 | 2 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.04% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Capital Asset Advisory Services LLC | 13 | 13 | 0.21% | 0.39% | 0.78% | Q2 2019 | Q2 2022 | 13 |
Clear Perspective Advisors, LLC | 13 | 13 | 0.02% | 0.48% | 0.96% | Q4 2016 | Q4 2019 | 13 |
DOWLING & YAHNKE LLC | 13 | 13 | 0.02% | 0.60% | 2.56% | Q3 2019 | Q3 2022 | 13 |
Winfield Associates, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2017 | 13 |
Efficient Advisors, LLC | 12 | 1 | 0.08% | 1.64% | 2.71% | Q2 2016 | Q3 2023 | 13 |
Noven Financial Group, Inc. | 9 | 2 | 0.13% | 0.21% | 0.36% | Q1 2014 | Q3 2018 | 13 |
Csenge Advisory Group | 10 | 1 | 0.02% | 0.05% | 0.17% | Q4 2018 | Q3 2023 | 13 |
GREENWOOD GEARHART INC | 13 | 13 | 1.71% | 2.14% | 2.87% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Adero Partners, LLC | 13 | 13 | 0.29% | 1.71% | 7.34% | Q3 2020 | Q3 2023 | 13 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 0.30% | 0.38% | 0.54% | Q3 2020 | Q3 2023 | 13 |
FOSTER DYKEMA CABOT & CO INC/MA | 13 | 13 | 0.03% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Mission Creek Capital Partners, Inc. | 13 | 13 | 0.29% | 0.42% | 0.56% | Q3 2020 | Q3 2023 | 13 |
Clear Creek Financial Management, LLC | 10 | 3 | 0.05% | 0.13% | 0.79% | Q2 2020 | Q3 2023 | 13 |
Carroll Financial Associates, Inc. | 10 | 3 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2021 | 13 |
CAHILL FINANCIAL ADVISORS INC | 9 | 1 | 0.03% | 0.10% | 0.37% | Q3 2018 | Q3 2023 | 13 |
Laurel Wealth Advisors LLC | 13 | 13 | 0.00% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Baystate Wealth Management LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 13 |
AMI INVESTMENT MANAGEMENT INC | 7 | 6 | 0.10% | 0.14% | 0.22% | Q4 2018 | Q1 2022 | 13 |
TFO Wealth Partners, LLC | 9 | 1 | 0.00% | 0.84% | 1.29% | Q1 2020 | Q3 2023 | 13 |
Krilogy Financial LLC | 13 | 13 | 0.03% | 0.07% | 0.16% | Q1 2020 | Q1 2023 | 13 |
First Command Financial Services, Inc. | 7 | 2 | 0.00% | 0.15% | 0.91% | Q4 2016 | Q2 2023 | 13 |
Wellspring Financial Advisors, LLC | 9 | 1 | 0.14% | 1.04% | 2.66% | Q1 2020 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.12% | 0.36% | 0.98% | Q4 2020 | Q4 2023 | 13 |
Family Firm, Inc. | 8 | 1 | 0.06% | 0.07% | 0.07% | Q4 2019 | Q3 2023 | 13 |
Oxler Private Wealth LLC | 12 | 12 | 0.01% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 13 |
Cubic Asset Management, LLC | 13 | 13 | 0.10% | 0.11% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Wiser Wealth Management, Inc | 13 | 13 | 0.54% | 0.67% | 0.77% | Q4 2020 | Q4 2023 | 13 |
Sandy Spring Bank | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 12 |
Symphony Financial, Ltd. Co. | 12 | 12 | 0.18% | 0.29% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Foster Group, Inc. | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Ausdal Financial Partners, Inc. | 12 | 12 | 0.40% | 0.53% | 0.66% | Q4 2020 | Q3 2023 | 12 |
FIRST NATIONAL BANK SIOUX FALLS | 12 | 12 | 0.21% | 0.28% | 0.32% | Q3 2013 | Q2 2016 | 12 |
COREPATH WEALTH PARTNERS LLC | 12 | 12 | 0.17% | 0.21% | 0.30% | Q4 2020 | Q3 2023 | 12 |
INVESTMENT CENTERS OF AMERICA INC | 12 | 12 | 0.05% | 0.20% | 0.39% | Q4 2014 | Q3 2017 | 12 |
BROWN BROTHERS HARRIMAN & CO | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2022 | 12 |
McCarthy Asset Management, Inc. | 12 | 12 | 3.24% | 3.70% | 4.18% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.34% | 0.46% | 0.67% | Q4 2020 | Q3 2023 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 0.66% | 0.89% | 1.14% | Q4 2020 | Q3 2023 | 12 |
Bridgeworth, LLC | 12 | 12 | 0.02% | 1.56% | 5.30% | Q4 2016 | Q3 2019 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.10% | 1.25% | 5.01% | Q4 2020 | Q3 2023 | 12 |
MAI Capital Management | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Arkadios Wealth Advisors | 8 | 4 | 0.00% | 0.09% | 0.54% | Q4 2019 | Q3 2023 | 12 |
REGIONS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q4 2022 | 12 |
DUBUQUE BANK & TRUST CO | 5 | 1 | 0.00% | 0.17% | 0.50% | Q3 2016 | Q3 2023 | 12 |
CUE ADVISORY SERVICES, INC. | 12 | 12 | 0.22% | 0.26% | 0.30% | Q4 2015 | Q3 2018 | 12 |
Laurel Wealth Planning LLC | 12 | 12 | 0.72% | 1.76% | 4.14% | Q4 2020 | Q3 2023 | 12 |
CERTUITY, LLC | 10 | 2 | 0.15% | 0.25% | 0.55% | Q4 2019 | Q3 2023 | 12 |
Continuum Advisory, LLC | 11 | 1 | 0.19% | 0.35% | 0.43% | Q3 2020 | Q3 2023 | 12 |
OAK FAMILY ADVISORS, LLC | 12 | 12 | 0.10% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Advisors, Inc. | 11 | 1 | 0.06% | 0.44% | 0.63% | Q4 2017 | Q4 2020 | 12 |
Blankinship & Foster, LLC | 7 | 5 | 0.09% | 0.50% | 2.84% | Q4 2018 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.02% | 0.09% | 0.72% | Q4 2020 | Q3 2023 | 12 |
Red Wave Investments LLC | 12 | 12 | 2.08% | 2.72% | 3.88% | Q4 2020 | Q3 2023 | 12 |
Sigma Investment Management Co | 12 | 12 | 7.51% | 8.83% | 9.38% | Q1 2016 | Q4 2018 | 12 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.06% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 12 |
First City Capital Management, Inc. | 12 | 12 | 0.23% | 0.34% | 0.40% | Q4 2020 | Q3 2023 | 12 |
BCS Wealth Management | 10 | 1 | 0.11% | 0.19% | 0.28% | Q4 2019 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 0.24% | 0.40% | 0.58% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Crescent Grove Advisors, LLC | 12 | 12 | 0.20% | 0.25% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.08% | 0.12% | 0.20% | Q4 2020 | Q3 2023 | 12 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.17% | 0.25% | 0.32% | Q1 2016 | Q4 2018 | 12 |
Marcum Wealth, LLC | 12 | 12 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q3 2022 | 12 |
Greenhouse Wealth Management, LLC | 12 | 12 | 3.35% | 3.60% | 3.85% | Q4 2020 | Q3 2023 | 12 |
Chesley Taft & Associates LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
PEOPLES FINANCIAL SERVICES CORP. | 11 | 1 | 0.05% | 0.36% | 0.58% | Q3 2018 | Q3 2023 | 12 |
McClarren Financial Advisors, Inc. | 12 | 12 | 1.99% | 3.39% | 3.94% | Q4 2020 | Q3 2023 | 12 |
Mosaic Advisors LLC | 12 | 12 | 14.82% | 19.74% | 26.58% | Q4 2020 | Q3 2023 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.12% | 0.79% | 1.16% | Q4 2020 | Q3 2023 | 12 |
Bay Harbor Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2021 | 12 |
Curran Financial Partners, LLC | 12 | 12 | 1.51% | 2.32% | 3.15% | Q4 2020 | Q3 2023 | 12 |
Laird Norton Wetherby Trust Company, LLC | 12 | 12 | 0.19% | 0.71% | 1.35% | Q4 2020 | Q3 2023 | 12 |
Brookstone Capital Management | 11 | 1 | 0.03% | 0.07% | 0.17% | Q1 2017 | Q3 2023 | 12 |
Bath Savings Trust Co | 12 | 12 | 0.24% | 0.33% | 0.36% | Q4 2020 | Q3 2023 | 12 |
HT Partners LLC | 12 | 12 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 12 |
SEI INVESTMENTS CO | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2019 | 12 |
Sageworth Trust Co of South Dakota | 12 | 12 | 2.66% | 11.72% | 27.02% | Q4 2020 | Q3 2023 | 12 |
SALEM INVESTMENT COUNSELORS INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Hemington Wealth Management | 12 | 12 | 8.95% | 11.88% | 16.08% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 12 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.18% | 0.29% | 0.37% | Q4 2020 | Q3 2023 | 12 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 12 | 12 | 0.24% | 0.50% | 0.84% | Q2 2020 | Q1 2023 | 12 |
McQueen, Ball & Associates Inc. | 12 | 12 | 0.78% | 1.14% | 2.96% | Q1 2016 | Q4 2018 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 0.65% | 1.01% | 1.27% | Q4 2020 | Q3 2023 | 12 |
B. Riley Financial, Inc. | 12 | 12 | 0.12% | 0.15% | 0.17% | Q4 2015 | Q3 2018 | 12 |
Fusion Family Wealth LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2019 | 12 |
Savant Capital, LLC | 12 | 12 | 0.05% | 0.19% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Baldrige Asset Management LLC | 12 | 12 | 0.09% | 0.12% | 0.16% | Q2 2020 | Q1 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.07% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Smithfield Trust Co | 11 | 1 | 0.01% | 0.05% | 0.11% | Q4 2015 | Q3 2023 | 12 |
Onyx Bridge Wealth Group LLC | 12 | 12 | 0.14% | 0.25% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Fiduciary Trust Co International of Pennsylvania | 4 | 2 | 0.02% | 0.15% | 1.27% | Q2 2014 | Q1 2020 | 12 |
Corundum Group, Inc. | 12 | 12 | 0.72% | 1.23% | 1.68% | Q3 2020 | Q2 2023 | 12 |
Parkwood LLC | 12 | 12 | 1.30% | 12.28% | 26.81% | Q4 2013 | Q3 2016 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.65% | 1.06% | 2.08% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.03% | 0.73% | 1.53% | Q4 2020 | Q3 2023 | 12 |
Magnus Financial Group LLC | 12 | 12 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 4 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 12 |
Sargent Bickham Lagudis LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 12 |
SVB WEALTH LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 11 |
NORTHWEST WEALTH MANAGEMENT, LLC | 10 | 1 | 0.11% | 0.26% | 0.56% | Q4 2016 | Q2 2021 | 11 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 1 | 0.09% | 0.18% | 0.69% | Q4 2018 | Q3 2023 | 11 |
DAVENPORT & Co LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2022 | 11 |
Austin Private Wealth, LLC | 5 | 2 | 0.04% | 0.18% | 0.92% | Q4 2019 | Q3 2023 | 11 |
Sage Mountain Advisors LLC | 11 | 11 | 0.10% | 0.96% | 2.18% | Q1 2021 | Q3 2023 | 11 |
TRUST CO OF VERMONT | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 11 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2022 | 11 |
PALLADIUM PARTNERS LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2022 | 11 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 11 | 11 | 0.17% | 0.20% | 0.25% | Q3 2016 | Q1 2019 | 11 |
Capital Analysts, LLC | 10 | 1 | 0.00% | 0.06% | 0.08% | Q1 2016 | Q3 2023 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Cornerstone Advisors, Inc. | 10 | 1 | 0.00% | 0.39% | 0.88% | Q2 2016 | Q3 2020 | 11 |
MATHER GROUP, LLC. | 11 | 11 | 0.01% | 0.03% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Newman Dignan & Sheerar, Inc. | 7 | 1 | 0.02% | 0.09% | 0.12% | Q1 2017 | Q3 2023 | 11 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10 | 1 | 3.07% | 3.73% | 7.52% | Q4 2020 | Q3 2023 | 11 |
PARK AVENUE SECURITIES LLC | 7 | 1 | 0.01% | 0.02% | 0.15% | Q2 2016 | Q3 2023 | 11 |
Armbruster Capital Management, Inc. | 10 | 1 | 0.02% | 0.04% | 0.09% | Q4 2015 | Q4 2021 | 11 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Financial Architects, Inc | 6 | 5 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2018 | 11 |
FULTON BANK, N.A. | 11 | 11 | 0.03% | 0.03% | 0.05% | Q2 2021 | Q4 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.07% | 0.12% | 0.20% | Q4 2020 | Q3 2023 | 11 |
REGENTATLANTIC CAPITAL LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2022 | 11 |
Corrigan Financial, Inc. | 11 | 11 | 0.44% | 4.07% | 7.17% | Q1 2021 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 11 |
Venture Visionary Partners LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Stonehage Fleming Financial Services Holdings Ltd | 9 | 2 | 0.05% | 0.08% | 0.20% | Q2 2020 | Q3 2023 | 11 |
Acropolis Investment Management, LLC | 9 | 1 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2018 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 11 |
SSI INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.89% | 1.20% | 1.61% | Q1 2021 | Q3 2023 | 11 |
NATIONAL PLANNING CORP | 9 | 2 | 0.01% | 0.24% | 1.70% | Q4 2014 | Q4 2017 | 11 |
Applied Capital LLC | 11 | 11 | 3.37% | 4.50% | 5.87% | Q1 2021 | Q3 2023 | 11 |
Virtue Capital Management, LLC | 10 | 1 | 0.04% | 0.15% | 0.25% | Q4 2019 | Q3 2023 | 11 |
Graves Light Lenhart Wealth, Inc. | 7 | 4 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2020 | 11 |
Financial Network Wealth Management LLC | 7 | 4 | 0.18% | 0.52% | 1.05% | Q4 2020 | Q3 2023 | 11 |
BLUESTEIN R H & CO LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
Fortis Advisors, LLC | 11 | 11 | 0.06% | 3.81% | 9.34% | Q1 2021 | Q3 2023 | 11 |
Bordeaux Wealth Advisors LLC | 11 | 11 | 2.13% | 2.59% | 3.15% | Q1 2021 | Q3 2023 | 11 |
LCM Capital Management Inc | 9 | 2 | 0.23% | 0.26% | 0.30% | Q4 2020 | Q3 2023 | 11 |
DIVIDEND ASSETS CAPITAL, LLC | 11 | 11 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Ranch Capital Advisors Inc. | 11 | 11 | 0.33% | 0.36% | 0.39% | Q2 2020 | Q4 2022 | 11 |
VAN DEN BERG MANAGEMENT I, INC | 11 | 11 | 0.06% | 0.10% | 0.15% | Q4 2020 | Q2 2023 | 11 |
Summit Financial, LLC | 8 | 2 | 0.05% | 0.12% | 0.24% | Q1 2021 | Q3 2023 | 10 |
TRUE Private Wealth Advisors | 6 | 1 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 2.28% | 2.37% | 2.51% | Q4 2018 | Q1 2021 | 10 |
TRUEWEALTH LLC | 10 | 10 | 0.00% | 0.04% | 0.12% | Q1 2018 | Q2 2020 | 10 |
HYA Advisors, Inc | 10 | 10 | 0.16% | 0.24% | 0.28% | Q1 2020 | Q2 2022 | 10 |
Brightworth | 9 | 1 | 0.02% | 0.38% | 1.40% | Q4 2019 | Q3 2022 | 10 |
Benchmark Wealth Management, LLC | 10 | 10 | 0.16% | 0.18% | 0.21% | Q2 2021 | Q3 2023 | 10 |
DOHJ, LLC | 10 | 10 | 0.14% | 0.18% | 0.29% | Q4 2019 | Q1 2022 | 10 |
Accredited Investors Inc. | 9 | 1 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 10 |
SII INVESTMENTS INC/WI | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q3 2017 | 10 |
COMERICA SECURITIES INC | 8 | 2 | 0.09% | 0.44% | 0.79% | Q2 2016 | Q4 2018 | 10 |
Ten Capital Wealth Advisors, LLC | 6 | 4 | 0.00% | 0.04% | 0.08% | Q3 2020 | Q1 2023 | 10 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 10 | 10 | 0.20% | 0.26% | 0.43% | Q4 2020 | Q1 2023 | 10 |
STRATTON MANAGEMENT CO | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 10 |
BOENNING & SCATTERGOOD, INC. | 6 | 4 | 0.04% | 0.18% | 0.38% | Q2 2018 | Q4 2022 | 10 |
Rappaport Reiches Capital Management, LLC | 10 | 10 | 0.12% | 0.35% | 0.72% | Q2 2021 | Q3 2023 | 10 |
Connolly Sarah T. | 6 | 4 | 0.69% | 0.80% | 0.96% | Q4 2020 | Q3 2023 | 10 |
SMITH CHAS P & ASSOCIATES PA CPAS | 9 | 1 | 0.02% | 1.37% | 2.50% | Q1 2015 | Q4 2021 | 10 |
FOSTER & MOTLEY INC | 8 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.26% | 0.33% | Q1 2021 | Q3 2023 | 10 |
Strategic Blueprint, LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Sound Income Strategies, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
MUFG Americas Holdings Corp | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 10 |
First Citizens Financial Corp | 8 | 2 | 0.19% | 0.32% | 0.45% | Q1 2021 | Q3 2023 | 10 |
Key FInancial Inc | 10 | 10 | 0.00% | 0.01% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Sensible Financial Planning & Management, LLC. | 7 | 3 | 0.24% | 0.29% | 0.34% | Q4 2020 | Q2 2023 | 10 |
Running Point Capital Advisors, LLC | 10 | 10 | 0.50% | 0.74% | 0.96% | Q2 2021 | Q3 2023 | 10 |
Sugarloaf Wealth Management, LLC | 9 | 1 | 0.02% | 0.08% | 0.16% | Q4 2019 | Q3 2023 | 10 |
Merit Financial Group, LLC | 10 | 10 | 0.04% | 0.12% | 0.25% | Q2 2021 | Q3 2023 | 10 |
ICONIQ Capital, LLC | 10 | 10 | 0.12% | 0.15% | 0.20% | Q4 2015 | Q1 2018 | 10 |
Cerity Partners LLC | 10 | 10 | 0.01% | 0.08% | 0.37% | Q2 2021 | Q3 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Allegheny Financial Group LTD | 8 | 1 | 0.13% | 0.18% | 0.21% | Q4 2020 | Q3 2023 | 10 |
WRAPMANAGER INC | 4 | 1 | 0.08% | 0.34% | 1.06% | Q4 2015 | Q3 2023 | 10 |
COMMERCE BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
SignalPoint Asset Management, LLC | 10 | 10 | 0.08% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
OIKOS HOLDINGS LLC | 10 | 10 | 2.64% | 17.05% | 32.63% | Q2 2021 | Q3 2023 | 10 |
Doyle Wealth Management | 7 | 1 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2022 | 10 |
OptiFour Integrated Wealth Management, LLC | 9 | 9 | 2.20% | 3.00% | 3.77% | Q4 2017 | Q4 2019 | 9 |
Pensionmark Financial Group, LLC | 8 | 1 | 0.07% | 0.11% | 0.28% | Q4 2018 | Q3 2023 | 9 |
Tenret Co LLC | 9 | 9 | 4.55% | 5.85% | 6.89% | Q2 2021 | Q2 2023 | 9 |
Sovereign Financial Group, Inc. | 9 | 9 | 0.10% | 0.14% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.01% | 0.49% | 0.95% | Q3 2021 | Q3 2023 | 9 |
Whitcomb & Hess, Inc. | 9 | 9 | 0.13% | 0.14% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Newman & Schimel, LLC | 9 | 9 | 3.22% | 4.24% | 5.12% | Q4 2020 | Q4 2022 | 9 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 | 3 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 9 |
NVWM, LLC | 9 | 9 | 0.09% | 0.46% | 0.64% | Q3 2021 | Q3 2023 | 9 |
NBT BANK N A /NY | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Elm Partners Management LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2021 | 9 |
BFSG, LLC | 9 | 9 | 0.07% | 0.24% | 0.61% | Q3 2021 | Q3 2023 | 9 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q1 2022 | 9 |
Roof Eidam Maycock Peralta, LLC | 9 | 9 | 0.73% | 1.62% | 2.89% | Q3 2021 | Q3 2023 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Eldridge Investment Advisors, Inc. | 9 | 9 | 0.10% | 0.15% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Prospera Financial Services Inc | 8 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 9 |
JOYN Advisors, Inc. | 9 | 9 | 0.09% | 0.10% | 0.11% | Q4 2017 | Q4 2019 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q4 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.43% | 0.49% | 0.53% | Q3 2021 | Q3 2023 | 9 |
Integrated Wealth Management | 9 | 9 | 0.08% | 0.10% | 0.14% | Q1 2015 | Q1 2017 | 9 |
Briaud Financial Planning, Inc | 8 | 1 | 0.02% | 2.37% | 3.92% | Q3 2020 | Q3 2023 | 9 |
WESTWOOD HOLDINGS GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 9 |
SAM Advisors, LLC | 9 | 9 | 15.24% | 16.25% | 17.58% | Q3 2021 | Q3 2023 | 9 |
LOWE BROCKENBROUGH & CO INC | 9 | 9 | 0.27% | 0.42% | 0.48% | Q3 2021 | Q3 2023 | 9 |
Bridgewater Advisors Inc. | 7 | 2 | 0.09% | 0.25% | 0.41% | Q1 2021 | Q3 2023 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 9 |
Corient Capital Partners, LLC | 7 | 1 | 0.02% | 0.07% | 0.27% | Q4 2016 | Q4 2020 | 9 |
Gemmer Asset Management LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2021 | 9 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 5 | 4 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2016 | 9 |
Edge Wealth Management LLC | 9 | 9 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q1 2019 | 9 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 9 | 9 | 9.29% | 10.19% | 11.97% | Q4 2021 | Q4 2023 | 9 |
Hugh Johnson Advisors LLC | 9 | 9 | 1.80% | 3.40% | 4.60% | Q2 2017 | Q2 2019 | 9 |
Meridian Wealth Management, LLC | 8 | 1 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 9 |
ASSETMARK, INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
tru Independence LLC | 6 | 3 | 0.00% | 0.04% | 0.11% | Q4 2019 | Q1 2022 | 9 |
Karp Capital Management Corp | 9 | 9 | 0.16% | 0.53% | 1.12% | Q3 2020 | Q3 2022 | 9 |
CATALYST PRIVATE WEALTH, LLC | 9 | 9 | 0.51% | 1.49% | 3.61% | Q4 2021 | Q4 2023 | 9 |
FIDELIS iM, LLC | 9 | 9 | 7.20% | 7.89% | 8.22% | Q3 2021 | Q3 2023 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 4 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Human Investing LLC | 9 | 9 | 0.29% | 0.32% | 0.35% | Q3 2021 | Q3 2023 | 9 |
Litman Gregory Wealth Management LLC | 9 | 9 | 0.05% | 0.09% | 0.11% | Q1 2016 | Q1 2018 | 9 |
Accel Wealth Management | 9 | 9 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q1 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
WOLFF WIESE MAGANA LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
QUADRANT CAPITAL GROUP LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 9 |
PATTON ALBERTSON MILLER GROUP, LLC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Palumbo Wealth Management LLC | 9 | 9 | 0.21% | 0.24% | 0.30% | Q1 2021 | Q1 2023 | 9 |
Diversified Trust Co | 6 | 3 | 0.06% | 0.23% | 0.39% | Q2 2013 | Q4 2023 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Lido Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.09% | 0.30% | Q4 2018 | Q3 2023 | 9 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.05% | 0.09% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Carson Advisory Inc. | 8 | 8 | 0.65% | 0.77% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Total Clarity Wealth Management, Inc. | 5 | 1 | 0.02% | 1.21% | 2.55% | Q1 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 1.78% | 2.22% | 2.53% | Q4 2021 | Q3 2023 | 8 |
COOK WEALTH MANAGEMENT GROUP LLC | 8 | 8 | 0.34% | 0.43% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Baker Ellis Asset Management LLC | 6 | 1 | 0.04% | 0.13% | 0.22% | Q2 2017 | Q1 2023 | 8 |
Tanager Wealth Management LLP | 8 | 8 | 0.66% | 1.47% | 2.50% | Q4 2021 | Q3 2023 | 8 |
Boyd Wealth Management, LLC | 8 | 8 | 0.31% | 0.48% | 0.68% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Anson Capital, Inc. | 8 | 8 | 0.28% | 0.39% | 0.56% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
FC Advisory LLC | 8 | 8 | 0.15% | 0.22% | 0.27% | Q1 2022 | Q4 2023 | 8 |
Brooklyn FI, LLC | 8 | 8 | 4.12% | 5.16% | 7.50% | Q4 2021 | Q3 2023 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 1.34% | 1.68% | 1.91% | Q4 2018 | Q3 2020 | 8 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 8 | 8 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Facet Wealth, Inc. | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
HERITAGE INVESTORS MANAGEMENT CORP | 8 | 8 | 0.02% | 0.04% | 0.05% | Q2 2015 | Q1 2017 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.71% | 0.85% | 0.99% | Q4 2021 | Q3 2023 | 8 |
YHB Investment Advisors, Inc. | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2022 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.38% | 0.47% | 0.65% | Q4 2021 | Q3 2023 | 8 |
BHF RG Capital Inc. | 8 | 8 | 0.30% | 0.59% | 0.97% | Q4 2019 | Q3 2021 | 8 |
WFG Advisors, LP | 3 | 1 | 0.00% | 0.12% | 0.30% | Q2 2014 | Q2 2017 | 8 |
Independent Advisor Alliance | 6 | 1 | 0.03% | 1.84% | 8.89% | Q1 2017 | Q3 2023 | 8 |
DOPKINS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.18% | 0.33% | 0.53% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.58% | 0.81% | 0.92% | Q4 2021 | Q3 2023 | 8 |
Moisand Fitzgerald Tamayo, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Fortress Wealth Management, Inc. | 8 | 8 | 0.37% | 0.48% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Heritage Way Advisors, LLC | 8 | 8 | 0.25% | 0.36% | 0.84% | Q1 2020 | Q4 2021 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
ENTERPRISE FINANCIAL SERVICES CORP | 7 | 1 | 0.00% | 0.21% | 0.39% | Q1 2019 | Q2 2022 | 8 |
Institute for Wealth Management, LLC. | 8 | 8 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q3 2022 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.13% | 0.22% | Q4 2021 | Q3 2023 | 8 |
BetterWealth, LLC | 8 | 8 | 0.15% | 0.29% | 0.71% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Badgley Phelps Wealth Managers, LLC | 5 | 3 | 0.01% | 0.14% | 0.35% | Q3 2021 | Q3 2023 | 8 |
BADGLEY PHELPS & BELL INC | 4 | 4 | 0.04% | 0.41% | 0.92% | Q1 2019 | Q2 2021 | 8 |
Versant Capital Management, Inc | 4 | 2 | 0.00% | 0.03% | 0.07% | Q4 2015 | Q2 2022 | 8 |
Waypoint Capital Advisors, LLC | 8 | 8 | 0.14% | 0.19% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.59% | 0.69% | 0.90% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.08% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.60% | 0.90% | 1.47% | Q4 2021 | Q3 2023 | 8 |
M Holdings Securities, Inc. | 5 | 3 | 0.02% | 0.06% | 0.12% | Q1 2018 | Q1 2023 | 8 |
Pitti Group Wealth Management, LLC | 8 | 8 | 0.22% | 0.42% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 5 | 3 | 0.01% | 0.04% | 0.11% | Q1 2019 | Q3 2021 | 8 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.07% | 0.20% | Q1 2019 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.11% | 0.18% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Capital Investment Advisors, LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2023 | 8 |
Silver Oak Advisory Group, Inc. | 8 | 8 | 2.29% | 2.66% | 2.89% | Q4 2021 | Q3 2023 | 8 |
Snowden Capital Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 8 |
Treasure Coast Financial Planning | 8 | 8 | 0.14% | 0.59% | 1.32% | Q4 2021 | Q3 2023 | 8 |
OLIO Financial Planning | 8 | 8 | 0.50% | 0.94% | 1.45% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.20% | 0.39% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 0.29% | 0.41% | 0.63% | Q4 2021 | Q3 2023 | 8 |
Wescott Financial Advisory Group, LLC | 8 | 8 | 0.14% | 1.14% | 1.64% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 4.29% | 5.17% | 7.53% | Q4 2021 | Q3 2023 | 8 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5 | 3 | 0.04% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 8 |
KEYBANK NATIONAL ASSOCIATION/OH | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
KEMPER Corp | 8 | 8 | 0.48% | 7.29% | 8.63% | Q1 2020 | Q4 2021 | 8 |
Lindenwold Advisors, INC | 8 | 8 | 7.53% | 8.63% | 9.30% | Q4 2021 | Q3 2023 | 8 |
Guidant Wealth Advisors | 4 | 4 | 0.06% | 0.09% | 0.16% | Q3 2016 | Q3 2019 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.35% | 0.46% | 0.60% | Q4 2021 | Q3 2023 | 8 |
WEALTHFRONT Corp | 3 | 2 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q4 2017 | 8 |
Family CFO Inc | 8 | 8 | 9.54% | 10.19% | 10.70% | Q4 2021 | Q3 2023 | 8 |
Laidlaw Wealth Management LLC | 7 | 1 | 0.05% | 0.07% | 0.11% | Q4 2020 | Q2 2023 | 8 |
Starfox Financial Services, LLC | 8 | 8 | 0.21% | 0.25% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Bromfield Sneider Wealth Advisors | 8 | 8 | 0.14% | 0.24% | 0.30% | Q1 2022 | Q4 2023 | 8 |
MAYPORT, LLC | 8 | 8 | 1.07% | 1.36% | 1.89% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.06% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Von Berge Wealth Management Group, LLC | 8 | 8 | 0.66% | 1.30% | 2.13% | Q4 2021 | Q3 2023 | 8 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 8 | 8 | 0.09% | 0.14% | 0.24% | Q3 2019 | Q2 2021 | 8 |
Level Financial Advisors | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 2.76% | 3.25% | 3.62% | Q4 2021 | Q3 2023 | 8 |
Shepherd Financial Partners LLC | 8 | 8 | 0.06% | 0.26% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 0.23% | 0.29% | 0.38% | Q4 2021 | Q3 2023 | 8 |
CARL STUART INVESTMENT ADVISOR, INC | 8 | 8 | 0.27% | 6.98% | 8.79% | Q4 2021 | Q3 2023 | 8 |
Atlantic Private Wealth, LLC | 8 | 8 | 5.21% | 6.38% | 8.05% | Q4 2021 | Q3 2023 | 8 |
CONTINENTAL INVESTORS SERVICES, INC. | 8 | 8 | 4.35% | 6.55% | 8.55% | Q4 2021 | Q3 2023 | 8 |
Blooom, Inc. | 8 | 8 | 9.61% | 11.33% | 15.95% | Q4 2020 | Q3 2022 | 8 |
COURIER CAPITAL LLC | 8 | 8 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q1 2020 | 8 |
Presidio Capital Management, LLC | 8 | 8 | 0.57% | 1.47% | 2.18% | Q4 2021 | Q3 2023 | 8 |
Intelligence Driven Advisers, LLC | 8 | 8 | 0.04% | 0.11% | 0.20% | Q4 2021 | Q3 2023 | 8 |
DRW Securities, LLC | 4 | 1 | 0.01% | 0.10% | 0.26% | Q1 2019 | Q4 2022 | 8 |
Prime Capital Investment Advisors, LLC | 6 | 2 | 0.02% | 0.09% | 0.17% | Q2 2018 | Q3 2023 | 8 |
Sage Investment Advisers LLC | 8 | 8 | 1.02% | 2.51% | 4.01% | Q4 2021 | Q3 2023 | 8 |
Rodgers Brothers Inc. | 8 | 8 | 0.14% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
KAYS FINANCIAL ADVISORY CORP /ADV | 7 | 1 | 0.06% | 0.07% | 0.07% | Q3 2018 | Q3 2020 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 1.80% | 2.12% | 2.63% | Q4 2021 | Q3 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.42% | 0.74% | 1.44% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.29% | 0.44% | 0.88% | Q4 2021 | Q3 2023 | 8 |
Chanos & Co LP | 8 | 8 | 1.82% | 2.22% | 3.47% | Q1 2017 | Q4 2018 | 8 |
CPWM, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2022 | 8 |
Crewe Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WealthShield Partners, LLC | 3 | 1 | 0.03% | 0.22% | 0.49% | Q4 2020 | Q2 2023 | 7 |
Navalign, LLC | 7 | 7 | 1.49% | 1.81% | 2.10% | Q1 2022 | Q3 2023 | 7 |
Northside Capital Management, LLC | 7 | 7 | 0.11% | 0.12% | 0.13% | Q3 2019 | Q1 2021 | 7 |
Wealth Architects, LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Realta Investment Advisors | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 7 |
Well Done, LLC | 5 | 1 | 0.03% | 0.05% | 0.06% | Q1 2018 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.16% | 0.32% | 0.74% | Q1 2022 | Q3 2023 | 7 |
B. Riley Wealth Management, Inc. | 7 | 7 | 0.14% | 0.20% | 0.26% | Q4 2018 | Q2 2020 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.05% | 0.14% | 0.20% | Q2 2020 | Q4 2021 | 7 |
Walker Financial Services, Inc. | 7 | 7 | 3.04% | 3.76% | 4.08% | Q1 2022 | Q3 2023 | 7 |
Orion Capital Management LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
CULLEN/FROST BANKERS, INC. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 7 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 7 | 7 | 0.95% | 1.01% | 1.08% | Q1 2015 | Q3 2016 | 7 |
WMG Financial Advisors, LLC | 7 | 7 | 0.56% | 0.82% | 0.95% | Q4 2021 | Q2 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.09% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Allianz Asset Management GmbH | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 7 |
CT Financial Advisors LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2017 | 7 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 4 | 3 | 0.04% | 0.12% | 0.28% | Q4 2020 | Q3 2023 | 7 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Investors Capital Advisory Services | 6 | 1 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q2 2016 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Evanston Investments, Inc., dba Evanston Advisors | 7 | 7 | 0.17% | 0.21% | 0.24% | Q3 2013 | Q1 2015 | 7 |
Country Club Trust Company, n.a. | 6 | 1 | 2.01% | 2.36% | 2.52% | Q1 2020 | Q4 2021 | 7 |
Foothills Asset Management, Ltd. | 7 | 7 | 0.28% | 1.55% | 3.13% | Q3 2018 | Q1 2020 | 7 |
Summit Wealth Group, LLC | 5 | 2 | 1.18% | 2.58% | 3.90% | Q4 2019 | Q2 2023 | 7 |
Relative Value Partners Group, LLC | 7 | 7 | 0.17% | 0.20% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Lee Financial Group Hawaii, Inc. | 7 | 7 | 0.44% | 8.68% | 13.88% | Q4 2017 | Q2 2019 | 7 |
55I, LLC | 7 | 7 | 0.01% | 0.04% | 0.09% | Q1 2021 | Q3 2022 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.28% | 0.86% | 2.15% | Q4 2021 | Q2 2023 | 7 |
Drexel Morgan & Co. | 7 | 7 | 3.20% | 3.66% | 4.92% | Q1 2015 | Q3 2016 | 7 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 7 |
SC&H Financial Advisors, Inc. | 7 | 7 | 0.22% | 0.27% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Old North State Trust, LLC | 6 | 1 | 0.01% | 0.16% | 0.53% | Q3 2018 | Q3 2020 | 7 |
Sequoia Financial Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Fort Henry Capital, LLC | 7 | 7 | 0.31% | 0.59% | 0.87% | Q1 2022 | Q3 2023 | 7 |
LBMC INVESTMENT ADVISORS, LLC | 7 | 7 | 0.32% | 0.37% | 0.42% | Q3 2020 | Q1 2022 | 7 |
Tiller Private Wealth, Inc. | 6 | 1 | 0.13% | 2.35% | 6.66% | Q4 2021 | Q3 2023 | 7 |
Horan Securities, Inc. | 7 | 7 | 0.00% | 0.08% | 0.54% | Q4 2021 | Q2 2023 | 7 |
Bryn Mawr Capital Management, LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 2.62% | 3.91% | 4.57% | Q1 2022 | Q3 2023 | 7 |
Dakota Wealth Management | 5 | 2 | 0.04% | 0.41% | 1.40% | Q4 2018 | Q3 2023 | 7 |
Evolution Advisers, Inc. | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
WESTPORT RESOURCES MANAGEMENT INC | 7 | 7 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q2 2016 | 7 |
1832 Asset Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Leelyn Smith, LLC | 7 | 7 | 0.01% | 0.06% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Tradition Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Clear Perspectives Financial Planning, LLC | 6 | 1 | 0.00% | 0.61% | 4.27% | Q4 2020 | Q1 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 7 |
Principle Wealth Partners LLC | 5 | 1 | 0.00% | 0.12% | 0.24% | Q4 2018 | Q3 2023 | 7 |
SEGALL BRYANT & HAMILL, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 7 |
Northeast Financial Consultants Inc | 7 | 7 | 0.09% | 0.10% | 0.11% | Q1 2015 | Q3 2016 | 7 |
Wealth Quarterback LLC | 4 | 1 | 0.03% | 0.21% | 0.38% | Q1 1987 | Q3 2021 | 7 |
RWA WEALTH PARTNERS, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.25% | 0.33% | 0.41% | Q1 2022 | Q3 2023 | 7 |
Warwick Investment Management, Inc. | 4 | 3 | 1.08% | 1.45% | 1.68% | Q4 2021 | Q3 2023 | 7 |
CREDIT SUISSE AG/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Alta Wealth Advisors LLC | 7 | 7 | 0.48% | 0.51% | 0.54% | Q1 2022 | Q3 2023 | 7 |
Allen Capital Group, LLC | 6 | 1 | 0.03% | 0.06% | 0.17% | Q3 2018 | Q1 2022 | 7 |
Bank of New Hampshire | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Endowment Wealth Management, Inc. | 4 | 3 | 0.22% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 7 |
9258 Wealth Management, LLC | 7 | 7 | 0.09% | 1.22% | 2.08% | Q1 2022 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.27% | 0.56% | 0.79% | Q1 2022 | Q3 2023 | 7 |
FSC Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 4.21% | 6.81% | 7.83% | Q1 2022 | Q3 2023 | 7 |
PFM Asset Management LLC | 7 | 7 | 4.84% | 10.32% | 12.55% | Q1 2020 | Q3 2021 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.08% | 0.14% | 0.29% | Q4 2021 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
BLUESTEM FINANCIAL ADVISORS, LLC | 7 | 7 | 0.40% | 0.45% | 0.49% | Q1 2022 | Q3 2023 | 7 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Hardy Reed LLC | 6 | 1 | 0.05% | 2.47% | 4.08% | Q4 2021 | Q3 2023 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 0.07% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 7 |
Hochman Cole Investment Advisors, Inc. | 7 | 7 | 0.23% | 0.25% | 0.26% | Q1 2020 | Q3 2021 | 7 |
UNITED BANK, INC. | 7 | 7 | 0.61% | 0.69% | 0.72% | Q1 2016 | Q3 2017 | 7 |
Paladin Advisory Group, LLC | 7 | 7 | 0.15% | 0.19% | 0.26% | Q4 2021 | Q2 2023 | 7 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 4 | 2 | 0.05% | 0.53% | 1.94% | Q1 2020 | Q4 2021 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.35% | 0.37% | 0.41% | Q2 2022 | Q3 2023 | 6 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 6 | 6 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
WEALTHSOURCE PARTNERS, LLC | 4 | 1 | 0.02% | 0.04% | 0.11% | Q4 2019 | Q3 2022 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 7.19% | 7.58% | 8.39% | Q2 2022 | Q3 2023 | 6 |
BHK Investment Advisors, LLC | 6 | 6 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q1 2022 | 6 |
MinichMacGregor Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2023 | 6 |
Morningstar Investment Services LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 6 |
Western Pacific Wealth Management, LP | 4 | 2 | 0.02% | 0.08% | 0.38% | Q4 2021 | Q2 2023 | 6 |
Avidian Wealth Solutions, LLC | 6 | 6 | 0.54% | 0.73% | 0.90% | Q3 2017 | Q4 2018 | 6 |
TimeScale Financial, Inc. | 6 | 6 | 0.02% | 0.44% | 0.76% | Q4 2018 | Q1 2020 | 6 |
SEAVIEW INVESTMENT MANAGERS LLC | 3 | 3 | 0.07% | 0.08% | 0.12% | Q3 2021 | Q3 2023 | 6 |
Royal Fund Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2018 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Trek Financial, LLC | 6 | 6 | 0.02% | 0.07% | 0.11% | Q2 2022 | Q3 2023 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 6 |
Morton Capital Management LLC/CA | 6 | 6 | 0.74% | 0.78% | 0.87% | Q2 2022 | Q3 2023 | 6 |
Madden Advisory Services, Inc. | 6 | 6 | 0.88% | 1.09% | 1.82% | Q2 2022 | Q3 2023 | 6 |
Copperleaf Capital, LLC | 6 | 6 | 0.48% | 1.05% | 1.51% | Q2 2022 | Q3 2023 | 6 |
Kozak & Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Chesapeake Wealth Management | 6 | 6 | 0.11% | 0.13% | 0.14% | Q2 2022 | Q3 2023 | 6 |
JEPPSON WEALTH MANAGEMENT, LLC | 5 | 1 | 0.09% | 0.11% | 0.13% | Q3 2020 | Q1 2022 | 6 |
Nova R Wealth, Inc. | 6 | 6 | 0.17% | 0.17% | 0.19% | Q2 2022 | Q3 2023 | 6 |
FINANCIAL COUNSELORS INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Baldwin Investment Management, LLC | 3 | 3 | 0.04% | 0.11% | 0.19% | Q4 2021 | Q3 2023 | 6 |
VESTOR CAPITAL, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Rain Capital Management, LLC | 5 | 1 | 0.00% | 0.10% | 0.62% | Q2 2020 | Q4 2021 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.27% | 0.39% | 0.65% | Q4 2021 | Q3 2023 | 6 |
Lehman & Derafelo Financial Resources LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q4 2019 | Q2 2021 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Richard P Slaughter Associates Inc | 6 | 6 | 0.14% | 0.20% | 0.27% | Q2 2021 | Q3 2022 | 6 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Farmers & Merchants Trust Co of Chambersburg PA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
WADDELL & ASSOCIATES, LLC | 6 | 6 | 0.23% | 0.49% | 0.61% | Q2 2022 | Q3 2023 | 6 |
Marion Wealth Management | 6 | 6 | 0.21% | 0.26% | 0.31% | Q4 2021 | Q1 2023 | 6 |
Sonora Investment Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 6 |
AMG National Trust Bank | 6 | 6 | 0.25% | 0.98% | 1.26% | Q2 2022 | Q3 2023 | 6 |
GPS Wealth Strategies Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Lansing Street Advisors | 6 | 6 | 0.32% | 0.82% | 1.89% | Q1 2022 | Q2 2023 | 6 |
Investment Advisory Group, LLC | 6 | 6 | 0.20% | 0.30% | 0.36% | Q2 2022 | Q3 2023 | 6 |
Hayden Royal, LLC | 6 | 6 | 0.15% | 0.20% | 0.23% | Q2 2019 | Q3 2020 | 6 |
Radnor Financial Advisors, LLC | 6 | 6 | 1.67% | 2.05% | 2.26% | Q2 2021 | Q3 2022 | 6 |
MANAGED ACCOUNT ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2015 | 6 |
Proquility Private Wealth Partners, LLC | 2 | 1 | 0.17% | 0.86% | 2.12% | Q4 2020 | Q3 2023 | 6 |
Balentine LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Baker Avenue Asset Management, LP | 4 | 2 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 6 |
THOMPSON DAVIS & CO., INC. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2018 | 6 |
MANAGED ACCOUNT SERVICES INC | 6 | 6 | 0.08% | 0.09% | 0.09% | Q2 2020 | Q3 2021 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.11% | 0.12% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.02% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Capital Bank & Trust Co | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2021 | 6 |
FormulaFolio Investments, LLC | 5 | 1 | 0.02% | 0.04% | 0.10% | Q2 2015 | Q1 2019 | 6 |
NORTH STAR ASSET MANAGEMENT INC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
NORTHERN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.64% | 0.97% | 1.20% | Q3 2017 | Q4 2018 | 6 |
Mayfair Advisory Group, LLC | 3 | 3 | 0.29% | 0.31% | 0.33% | Q4 2021 | Q3 2023 | 6 |
Milliman Financial Risk Management LLC | 4 | 2 | 1.10% | 2.38% | 2.73% | Q4 2015 | Q2 2017 | 6 |
Stephens Consulting, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Evensky & Katz LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Modera Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 5 |
Arden Trust Co | 3 | 1 | 0.02% | 0.07% | 0.15% | Q1 2020 | Q4 2023 | 5 |
Forum Financial Management, LP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
EPIQ Capital Group, LLC | 5 | 5 | 0.11% | 0.13% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Financial Sense Advisors, Inc. | 3 | 1 | 0.12% | 3.18% | 6.64% | Q3 2019 | Q2 2023 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2017 | 5 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 4 | 1 | 0.02% | 0.06% | 0.09% | Q3 2018 | Q3 2021 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 0.25% | 0.37% | 0.44% | Q3 2022 | Q3 2023 | 5 |
San Luis Wealth Advisors LLC | 2 | 1 | 0.10% | 0.16% | 0.30% | Q4 2020 | Q2 2023 | 5 |
SAX WEALTH ADVISORS, LLC | 5 | 5 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q4 2021 | 5 |
Iron Horse Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 5 |
NORTHSTAR WEALTH PARTNERS LLC | 5 | 5 | 0.10% | 0.12% | 0.19% | Q4 2018 | Q4 2019 | 5 |
McLean Asset Management Corp | 5 | 5 | 0.11% | 0.13% | 0.13% | Q4 2022 | Q4 2023 | 5 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 5 | 5 | 0.10% | 0.22% | 0.34% | Q3 2022 | Q3 2023 | 5 |
iAB Financial Bank | 5 | 5 | 0.20% | 0.26% | 0.29% | Q2 2013 | Q2 2014 | 5 |
David Kennon Inc | 5 | 5 | 5.15% | 6.04% | 6.54% | Q3 2022 | Q3 2023 | 5 |
Prostatis Group LLC | 3 | 2 | 0.20% | 1.96% | 4.76% | Q4 2020 | Q2 2023 | 5 |
Faithward Advisors, LLC | 4 | 1 | 0.04% | 0.34% | 0.45% | Q4 2019 | Q1 2021 | 5 |
ASPIRIANT, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 5 |
Gibson Wealth Advisors LLC | 5 | 5 | 9.70% | 11.14% | 12.70% | Q4 2021 | Q4 2022 | 5 |
CSM Advisors, LLC | 5 | 5 | 0.48% | 0.54% | 0.64% | Q3 2022 | Q3 2023 | 5 |
GOULD ASSET MANAGEMENT LLC /CA/ | 5 | 5 | 0.10% | 0.12% | 0.14% | Q4 2018 | Q4 2019 | 5 |
Kistler-Tiffany Companies, LLC | 5 | 5 | 0.01% | 0.04% | 0.09% | Q2 2022 | Q2 2023 | 5 |
Brown Miller Wealth Management, LLC | 5 | 5 | 0.24% | 0.26% | 0.29% | Q2 2021 | Q2 2022 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.28% | 0.61% | 0.88% | Q4 2022 | Q4 2023 | 5 |
Industrial Alliance Investment Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.11% | 0.13% | 0.16% | Q4 2018 | Q4 2019 | 5 |
LIBRA WEALTH LLC | 5 | 5 | 0.01% | 0.18% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Cordant, Inc. | 3 | 2 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q1 2023 | 5 |
Apexium Financial, LP | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
PSI Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HC FINANCIAL ADVISORS INC | 5 | 5 | 0.01% | 0.07% | 0.23% | Q2 2021 | Q2 2022 | 5 |
Selective Wealth Management, Inc. | 4 | 1 | 0.06% | 0.13% | 0.26% | Q1 2022 | Q4 2023 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.04% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Soltis Investment Advisors LLC | 3 | 1 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 5 |
INTRUST BANK NA | 4 | 1 | 0.04% | 0.13% | 0.18% | Q1 2017 | Q3 2022 | 5 |
Eudaimonia Partners, LLC | 4 | 1 | 0.01% | 0.02% | 0.07% | Q2 2020 | Q1 2023 | 5 |
FIRST COMMUNITY TRUST NA | 4 | 1 | 0.12% | 1.33% | 6.17% | Q4 2021 | Q3 2023 | 5 |
COLLECTIVE FAMILY OFFICE LLC | 5 | 5 | 0.59% | 0.77% | 0.92% | Q3 2022 | Q3 2023 | 5 |
OKABENA INVESTMENT SERVICES INC | 5 | 5 | 7.96% | 13.41% | 16.54% | Q3 2022 | Q3 2023 | 5 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2018 | 5 |
Portfolio Solutions, LLC | 4 | 1 | 0.03% | 0.06% | 0.08% | Q3 2020 | Q3 2022 | 5 |
Montz Harcus Wealth Management LLC | 3 | 2 | 0.17% | 0.19% | 0.20% | Q4 2021 | Q3 2023 | 5 |
NICOLET BANKSHARES INC | 4 | 1 | 0.09% | 0.37% | 0.48% | Q2 2022 | Q3 2023 | 5 |
ARQ WEALTH ADVISORS, LLC | 3 | 1 | 0.13% | 0.15% | 0.18% | Q4 2020 | Q3 2023 | 5 |
MEEDER ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 5 |
Blue Chip Partners, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Bryant Woods Investment Advisors, LLC | 5 | 5 | 0.57% | 0.70% | 0.86% | Q3 2022 | Q3 2023 | 5 |
Ridgewood Investments LLC | 2 | 1 | 0.04% | 0.10% | 0.14% | Q4 2019 | Q2 2023 | 5 |
Ledyard National Bank | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q1 2022 | 5 |
Souders Financial Advisors | 5 | 5 | 0.07% | 2.17% | 2.80% | Q3 2022 | Q3 2023 | 5 |
QCM Cayman, Ltd. | 3 | 2 | 0.62% | 1.44% | 2.22% | Q3 2020 | Q4 2021 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 5.38% | 5.89% | 6.36% | Q3 2022 | Q3 2023 | 5 |
Kathleen S. Wright Associates Inc. | 5 | 5 | 0.53% | 0.66% | 0.77% | Q3 2022 | Q3 2023 | 5 |
MORGAN JESS S & CO INC | 5 | 5 | 1.27% | 2.30% | 3.07% | Q4 2020 | Q4 2021 | 5 |
SVB Investment Services Inc. | 5 | 5 | 0.18% | 0.42% | 0.88% | Q4 2019 | Q4 2020 | 5 |
Verdence Capital Advisors LLC | 4 | 1 | 0.08% | 0.12% | 0.16% | Q4 2018 | Q3 2023 | 5 |
CFO4Life Group, LLC | 4 | 1 | 0.06% | 0.13% | 0.25% | Q2 2018 | Q3 2023 | 5 |
Wealthquest Corp | 5 | 5 | 0.04% | 0.07% | 0.10% | Q1 2021 | Q1 2022 | 5 |
Financial Engines Advisors L.L.C. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Claar Advisors LLC | 5 | 5 | 0.66% | 3.08% | 10.18% | Q4 2018 | Q4 2019 | 5 |
Paradigm Financial Advisors, LLC | 4 | 1 | 0.04% | 0.10% | 0.12% | Q1 2014 | Q4 2021 | 5 |
Vantage Financial Partners Ltd., Inc. | 5 | 5 | 0.26% | 0.30% | 0.32% | Q3 2022 | Q3 2023 | 5 |
Intellectus Partners, LLC | 5 | 5 | 0.07% | 0.15% | 0.21% | Q1 2021 | Q1 2022 | 5 |
PBMares Wealth Management LLC | 5 | 5 | 0.08% | 0.09% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Pacific Edge Advisors, LLC | 5 | 5 | 0.97% | 1.22% | 1.61% | Q4 2018 | Q4 2019 | 5 |
Avestar Capital, LLC | 4 | 1 | 0.03% | 0.09% | 0.18% | Q4 2021 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.65% | 1.61% | Q4 2021 | Q4 2022 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.04% | Q1 2019 | Q3 2020 | 5 |
THORNBURG INVESTMENT MANAGEMENT INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 5 |
Tradewinds, LLC. | 3 | 2 | 0.18% | 0.18% | 0.19% | Q2 2022 | Q3 2023 | 5 |
JANUS HENDERSON GROUP PLC | 5 | 5 | 0.09% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Spring Creek Investment Management, LLC | 3 | 2 | 3.91% | 8.18% | 13.07% | Q4 2018 | Q4 2020 | 5 |
Lehman Financial Resources, Inc. | 4 | 1 | 0.02% | 0.11% | 0.15% | Q3 2015 | Q3 2018 | 5 |
BANK OF THE WEST | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q1 2022 | 5 |
Sand Hill Global Advisors, LLC | 5 | 5 | 0.02% | 0.05% | 0.14% | Q4 2019 | Q4 2020 | 5 |
Tennessee Valley Asset Management Partners | 5 | 5 | 1.30% | 1.36% | 1.41% | Q1 2019 | Q1 2020 | 5 |
Strategic Family Wealth Counselors, L.L.C. | 5 | 5 | 0.51% | 0.54% | 0.58% | Q4 2018 | Q4 2019 | 5 |
JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 4 |
Safeguard Financial, LLC | 2 | 2 | 0.12% | 0.30% | 0.57% | Q1 2022 | Q3 2023 | 4 |
Global Financial Private Capital, Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 4 |
LYNCH & ASSOCIATES/IN | 4 | 4 | 0.18% | 0.34% | 0.43% | Q1 2023 | Q4 2023 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 0.65% | 0.81% | 1.00% | Q4 2022 | Q3 2023 | 4 |
Essex LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
SAGE FINANCIAL GROUP INC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Pasadena Private Wealth, LLC | 4 | 4 | 0.17% | 0.18% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Simon Charitable Public LLC | 4 | 4 | 14.80% | 19.73% | 23.88% | Q4 2013 | Q3 2014 | 4 |
Wealth CMT | 4 | 4 | 0.34% | 1.48% | 4.49% | Q2 2022 | Q1 2023 | 4 |
Carl P. Sherr & Co., LLC | 4 | 4 | 0.44% | 0.46% | 0.47% | Q4 2022 | Q3 2023 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.64% | 0.67% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Rockwood Wealth Management, LLC | 4 | 4 | 0.16% | 0.19% | 0.22% | Q4 2021 | Q3 2022 | 4 |
Trellis Wealth Advisors LLC | 4 | 4 | 5.66% | 6.82% | 8.09% | Q4 2022 | Q3 2023 | 4 |
ENTRUST GLOBAL PARTNERS L L C | 4 | 4 | 3.04% | 3.90% | 4.81% | Q4 2021 | Q3 2022 | 4 |
Ervin Investment Management, LLC | 4 | 4 | 0.67% | 0.69% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Alpha Omega Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 1.16% | 1.21% | 1.27% | Q4 2022 | Q3 2023 | 4 |
First Bank & Trust | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
WT Wealth Management | 4 | 4 | 0.14% | 0.17% | 0.19% | Q1 2021 | Q4 2021 | 4 |
RETIREMENT GUYS FORMULA LLC | 4 | 4 | 0.26% | 0.39% | 0.72% | Q4 2021 | Q3 2022 | 4 |
MAGNOLIA CAPITAL ADVISORS LLC | 2 | 1 | 0.44% | 0.64% | 0.72% | Q3 2020 | Q4 2021 | 4 |
WEALTH EFFECTS LLC | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 0.13% | 0.15% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Parker Financial LLC | 4 | 4 | 0.17% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Gray Wealth Management Inc. | 4 | 4 | 0.12% | 0.13% | 0.15% | Q2 2021 | Q1 2022 | 4 |
Drystone LLC | 4 | 4 | 5.75% | 9.39% | 18.24% | Q4 2021 | Q3 2022 | 4 |
Vigilant Capital Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
KLS Professional Advisors Group, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q1 2019 | 4 |
Orcam Financial Group | 4 | 4 | 0.48% | 1.19% | 2.30% | Q4 2022 | Q3 2023 | 4 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 4 |
Foundations Investment Advisors, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Alpha Cubed Investments, LLC | 3 | 1 | 0.02% | 0.11% | 0.15% | Q3 2017 | Q1 2022 | 4 |
Callan Family Office, LLC | 4 | 4 | 1.48% | 1.66% | 1.85% | Q4 2022 | Q3 2023 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.48% | 0.53% | 0.59% | Q4 2022 | Q3 2023 | 4 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 3 | 1 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.13% | 0.13% | 0.14% | Q4 2021 | Q3 2022 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Moloney Securities Asset Management, LLC | 3 | 1 | 0.27% | 0.34% | 0.40% | Q4 2017 | Q2 2023 | 4 |
Firestone Capital Management | 3 | 1 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q4 2020 | 4 |
NorthRock Partners, LLC | 3 | 1 | 0.03% | 0.04% | 0.07% | Q3 2019 | Q3 2020 | 4 |
Pathway Financial Advisors LLC | 2 | 2 | 0.10% | 0.15% | 0.19% | Q4 2020 | Q1 2022 | 4 |
B, B, H, & B INC. | 4 | 4 | 0.70% | 0.76% | 0.83% | Q2 2021 | Q1 2022 | 4 |
MOTCO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 4 |
RIA Advisory Group LLC | 4 | 4 | 0.53% | 0.84% | 1.31% | Q4 2022 | Q3 2023 | 4 |
ECLECTIC ASSOCIATES INC /ADV | 4 | 4 | 1.66% | 1.81% | 1.90% | Q4 2022 | Q3 2023 | 4 |
Arista Wealth Management, LLC | 4 | 4 | 3.00% | 8.95% | 16.27% | Q4 2022 | Q3 2023 | 4 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.50% | 0.52% | 0.54% | Q2 2022 | Q1 2023 | 4 |
Round Rock Advisors, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.07% | 0.17% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Evergreen Wealth Management, LLC | 4 | 4 | 0.32% | 0.37% | 0.40% | Q4 2022 | Q3 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q4 2020 | 4 |
KilterHowling LLC | 4 | 4 | 0.31% | 0.32% | 0.34% | Q4 2021 | Q3 2022 | 4 |
RFG Advisory, LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2022 | 4 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.08% | 0.16% | Q3 2017 | Q1 2019 | 4 |
UMB Bank, n.a. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 4 |
Stegent Equity Advisors, Inc. | 3 | 1 | 0.20% | 0.23% | 0.25% | Q1 2022 | Q2 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 1.75% | 1.84% | 2.00% | Q4 2022 | Q3 2023 | 4 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 4 | 4 | 0.18% | 0.26% | 0.39% | Q4 2022 | Q3 2023 | 4 |
MYCIO WEALTH PARTNERS, LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q4 2019 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.06% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Ally Invest Advisors Inc. | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.19% | 0.23% | 0.32% | Q4 2022 | Q3 2023 | 4 |
THOMPSON SIEGEL & WALMSLEY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Thrive Capital Management, LLC | 4 | 4 | 0.14% | 0.18% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Rainsberger Wealth Advisors, Inc. | 4 | 4 | 0.78% | 0.81% | 0.82% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.28% | 0.31% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 0.46% | 0.79% | 0.92% | Q4 2022 | Q3 2023 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.70% | 1.09% | 1.42% | Q4 2022 | Q3 2023 | 4 |
Johnson Financial Group, LLC | 4 | 4 | 0.46% | 0.68% | 0.92% | Q4 2018 | Q3 2019 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 0.43% | 0.51% | 0.68% | Q2 2015 | Q1 2016 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.08% | 0.12% | 0.24% | Q4 2021 | Q3 2022 | 4 |
Financial Partners Group, LLC | 4 | 4 | 0.21% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Vickerman Investment Advisors, Inc. | 4 | 4 | 0.10% | 0.11% | 0.13% | Q3 2021 | Q2 2022 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.25% | 0.38% | 0.60% | Q4 2022 | Q3 2023 | 4 |
SHEETS SMITH WEALTH MANAGEMENT | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Hyperion Partners, LLC | 4 | 4 | 6.46% | 6.50% | 6.53% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.93% | 1.09% | 1.22% | Q4 2022 | Q3 2023 | 4 |
Leeward Financial Partners, LLC | 4 | 4 | 0.46% | 0.48% | 0.50% | Q4 2021 | Q3 2022 | 4 |
Greenline Partners, LLC | 4 | 4 | 2.40% | 2.73% | 2.90% | Q4 2022 | Q3 2023 | 4 |
EASTERN BANK | 4 | 4 | 0.01% | 0.56% | 0.76% | Q2 2022 | Q1 2023 | 4 |
FIRST NATIONAL BANK OF OMAHA | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2018 | 4 |
Kaye Capital Management | 4 | 4 | 2.41% | 3.72% | 4.88% | Q4 2022 | Q3 2023 | 4 |
Savior LLC | 4 | 4 | 0.02% | 0.06% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 0.45% | 0.69% | 0.96% | Q4 2022 | Q3 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.08% | 0.14% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Arkos Global Advisors | 4 | 4 | 0.22% | 0.57% | 0.94% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Monument Capital Management | 4 | 4 | 0.06% | 0.52% | 0.82% | Q3 2018 | Q2 2019 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q1 2023 | 4 |
BEACON FINANCIAL PLANNING, INC | 4 | 4 | 0.26% | 0.28% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Carnegie Capital Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TIAA CREF TRUST CO FSB/MO | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2017 | 4 |
Bell Bank | 4 | 4 | 0.08% | 0.12% | 0.14% | Q2 2022 | Q1 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Retirement Investment Advisors, Inc. | 4 | 4 | 0.34% | 1.35% | 3.31% | Q4 2022 | Q3 2023 | 4 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 2 | 0.01% | 0.19% | 0.39% | Q1 2021 | Q3 2023 | 4 |
SouthState Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
AlphaCore Capital LLC | 4 | 4 | 0.12% | 0.20% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 1.23% | 1.36% | 1.50% | Q4 2022 | Q3 2023 | 4 |
Stockman Wealth Management, Inc. | 4 | 4 | 0.47% | 0.91% | 1.31% | Q2 2017 | Q1 2018 | 4 |
RMB Capital Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Ulland Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Louis-Dreyfus Family Office LLC | 4 | 4 | 46.42% | 48.15% | 50.94% | Q4 2021 | Q3 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.25% | 0.43% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Systelligence, LLC | 4 | 4 | 0.28% | 1.28% | 1.77% | Q3 2020 | Q2 2021 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 1.97% | 2.51% | 2.72% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Summer Investments, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 0.34% | 0.51% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.39% | 0.48% | 0.59% | Q4 2022 | Q3 2023 | 4 |
St. James Investment Advisors, LLC | 3 | 1 | 0.32% | 0.55% | 0.68% | Q4 2021 | Q4 2022 | 4 |
Standpoint Asset Management, LLC | 4 | 4 | 9.06% | 9.15% | 9.24% | Q4 2022 | Q3 2023 | 4 |
Rooted Wealth Advisors, Inc. | 4 | 4 | 0.29% | 0.62% | 1.52% | Q4 2022 | Q3 2023 | 4 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.03% | 0.10% | Q1 2021 | Q3 2023 | 4 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
COUNTRY TRUST BANK | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2022 | 4 |
All Terrain Financial Advisors, LLC | 4 | 4 | 0.15% | 0.17% | 0.18% | Q4 2017 | Q3 2018 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.25% | 0.27% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.67% | 0.82% | 0.87% | Q4 2022 | Q3 2023 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2014 | 4 |
Clearwater Capital Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q3 2017 | Q2 2018 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Trexquant Investment LP | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q1 2022 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q2 2015 | 4 |
Family Investment Center, Inc. | 4 | 4 | 1.55% | 1.75% | 1.87% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.59% | 0.84% | 1.58% | Q4 2022 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 5.01% | 5.09% | 5.18% | Q4 2022 | Q3 2023 | 4 |
Tilson Financial Group, Inc. | 2 | 1 | 0.52% | 0.57% | 0.59% | Q4 2022 | Q3 2023 | 3 |
Vanguard Personalized Indexing Management, LLC | 3 | 3 | 0.01% | 0.07% | 0.12% | Q3 2021 | Q1 2022 | 3 |
Parkside Advisors LLC | 3 | 3 | 0.58% | 0.62% | 0.67% | Q2 2019 | Q4 2019 | 3 |
DAVIS R M INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q4 2022 | 3 |
WealthBridge Capital Management, LLC | 3 | 3 | 0.09% | 0.15% | 0.19% | Q4 2018 | Q2 2019 | 3 |
Auxano Advisors, LLC | 3 | 3 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Conrad Siegel Investment Advisors, Inc. | 3 | 3 | 0.12% | 0.31% | 0.55% | Q1 2022 | Q3 2022 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 1.61% | 2.37% | 3.07% | Q1 2023 | Q3 2023 | 3 |
LEO BROKERAGE, LLC | 2 | 1 | 0.10% | 0.29% | 0.51% | Q1 2022 | Q2 2023 | 3 |
HBW ADVISORY SERVICES LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Salvus Wealth Management, LLC | 3 | 3 | 0.61% | 0.62% | 0.64% | Q1 2023 | Q3 2023 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.28% | 0.29% | 0.30% | Q1 2023 | Q3 2023 | 3 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2022 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.21% | 0.22% | 0.22% | Q1 2023 | Q3 2023 | 3 |
BARRETT & COMPANY, INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.81% | 0.90% | 1.06% | Q1 2023 | Q3 2023 | 3 |
TCG Advisory Services, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
O'Connor Financial Group LLC | 3 | 3 | 0.33% | 0.35% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Signature Wealth Management Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
SYNOVUS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 3 | 3 | 0.11% | 0.17% | 0.25% | Q1 2022 | Q3 2022 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
&PARTNERS | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Sloy Dahl & Holst, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 2.31% | 2.50% | 2.69% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2018 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Opes Advisors Inc | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2018 | Q3 2018 | 3 |
HANCOCK WHITNEY CORP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
BRYN MAWR TRUST Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
1919 Investment Counsel, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Clayton Partners LLC | 3 | 3 | 1.32% | 1.68% | 1.92% | Q1 2023 | Q3 2023 | 3 |
Twin Tree Management, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Beacon Bridge Wealth Partners, LLC | 3 | 3 | 0.24% | 0.40% | 0.52% | Q1 2023 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q2 2021 | 3 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.14% | 0.26% | Q4 2021 | Q3 2023 | 3 |
KELLEHER FINANCIAL ADVISORS | 3 | 3 | 0.21% | 0.23% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Psagot Value Holdings Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
HOEY INVESTMENTS, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 3 |
Private Portfolio Partners LLC | 3 | 3 | 0.11% | 0.36% | 0.61% | Q1 2019 | Q3 2019 | 3 |
ORG Partners LLC | 3 | 3 | 0.05% | 0.43% | 0.72% | Q1 2023 | Q3 2023 | 3 |
Unconventional Investor, LLC | 3 | 3 | 0.46% | 0.75% | 1.31% | Q1 2023 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
FIRST CITIZENS BANK & TRUST CO | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Tevis Investment Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.30% | 0.35% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Lourd Capital, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q3 2015 | 3 |
InterOcean Capital Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q2 2023 | 3 |
ZEKE CAPITAL ADVISORS, LLC | 2 | 1 | 0.06% | 0.10% | 0.16% | Q1 2016 | Q4 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Antonetti Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.04% | 0.11% | Q3 2020 | Q1 2022 | 3 |
Prairiewood Capital, LLC | 3 | 3 | 0.22% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Essential Planning, LLC. | 3 | 3 | 0.40% | 0.46% | 0.53% | Q1 2023 | Q3 2023 | 3 |
25 LLC | 3 | 3 | 14.93% | 15.28% | 15.46% | Q1 2023 | Q3 2023 | 3 |
THEORY FINANCIAL LLC | 3 | 3 | 2.03% | 2.05% | 2.07% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Hurlow Wealth Management Group, Inc. | 2 | 1 | 0.11% | 0.12% | 0.14% | Q2 2021 | Q3 2023 | 3 |
Summit Trail Advisors, LLC | 2 | 1 | 0.03% | 0.06% | 0.11% | Q3 2021 | Q2 2022 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Strategic Advisors LLC | 3 | 3 | 0.08% | 0.14% | 0.17% | Q1 2018 | Q3 2018 | 3 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 3 |
RS CRUM INC. | 3 | 3 | 0.16% | 0.18% | 0.21% | Q4 2021 | Q2 2022 | 3 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
CoreFirst Bank & Trust | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2020 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Geometric Wealth Advisors | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Lynch Asset Management, Inc. | 3 | 3 | 0.18% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
PDS Planning, Inc | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Vista Private Wealth Partners. LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Courage Miller Partners, LLC | 3 | 3 | 0.15% | 0.15% | 0.15% | Q2 2017 | Q4 2017 | 3 |
Beaumont Financial Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
GOFEN & GLOSSBERG LLC /IL/ | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.04% | 0.07% | 0.13% | Q3 2017 | Q2 2018 | 3 |
ASSOCIATED BANC-CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 3 |
First Pacific Financial | 2 | 1 | 0.04% | 0.10% | 0.22% | Q3 2021 | Q3 2023 | 3 |
Renasant Bank | 3 | 3 | 0.17% | 0.18% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Deseret Mutual Benefit Administrators | 3 | 3 | 7.04% | 7.42% | 7.85% | Q1 2020 | Q3 2020 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.22% | 0.29% | 0.34% | Q4 2022 | Q3 2023 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 3 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2022 | 3 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.08% | 0.23% | Q2 2021 | Q3 2023 | 3 |
OmniStar Financial Group, Inc. | 3 | 3 | 4.37% | 4.97% | 5.28% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2019 | Q4 2019 | 3 |
ARVEST TRUST CO N A | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q1 2023 | 3 |
Vantage Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Vise Technologies, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
TOMPKINS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Avalon Trust Co | 3 | 3 | 0.32% | 0.33% | 0.34% | Q1 2023 | Q3 2023 | 3 |
EWA, LLC | 3 | 3 | 0.29% | 0.32% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2020 | 3 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2019 | Q1 2020 | 2 |
Wick Capital Partners, LLC | 2 | 2 | 1.40% | 1.61% | 1.81% | Q4 2022 | Q1 2023 | 2 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.11% | 0.13% | 0.15% | Q3 2017 | Q4 2018 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.01% | 0.05% | 0.10% | Q3 2021 | Q4 2022 | 2 |
Kohmann Bosshard Financial Services, LLC | 2 | 2 | 0.20% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
CCG WEALTH MANAGEMENT, LLC | 2 | 2 | 0.22% | 0.26% | 0.30% | Q4 2018 | Q1 2019 | 2 |
One Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q4 2017 | 2 |
PRIVATE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q2 2022 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2021 | Q3 2021 | 2 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
Brand Asset Management Group, Inc. | 2 | 2 | 0.00% | 0.09% | 0.18% | Q4 2019 | Q1 2020 | 2 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q4 2016 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.07% | 0.11% | Q2 2022 | Q3 2023 | 2 |
CKW FINANCIAL GROUP | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2016 | Q1 2017 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 1.19% | 1.26% | 1.34% | Q2 2022 | Q3 2022 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q1 2022 | Q2 2023 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Lebenthal Global Advisors, LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
FirstPurpose Wealth LLC | 1 | 1 | 0.18% | 0.25% | 0.32% | Q4 2021 | Q4 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.01% | 0.08% | 0.14% | Q4 2017 | Q1 2018 | 2 |
Inlet Private Wealth, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Advisor Resource Council | 1 | 1 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q4 2021 | 2 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Sepio Capital, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Congress Wealth Management LLC / DE / | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
LWS Wealth Advisors, Inc. | 2 | 2 | 0.13% | 0.13% | 0.14% | Q3 2021 | Q4 2021 | 2 |
Octavia Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Forbes Financial Planning, Inc. | 2 | 2 | 5.95% | 7.21% | 8.48% | Q4 2021 | Q1 2022 | 2 |
Ellis Investment Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.19% | 0.26% | 0.34% | Q4 2022 | Q1 2023 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Strategic Wealth Management Group, LLC | 2 | 2 | 0.63% | 1.10% | 1.56% | Q1 2021 | Q2 2021 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 | 2 | 0.04% | 0.08% | 0.11% | Q4 2022 | Q1 2023 | 2 |
L. Roy Papp & Associates, LLP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Ally Financial Inc. | 2 | 2 | 7.51% | 7.73% | 7.95% | Q4 2020 | Q1 2021 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Surevest, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2022 | 2 |
COWA, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q1 2023 | 2 |
Global Wealth Strategies & Associates | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2023 | Q4 2023 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
NOMURA HOLDINGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Rinet Co LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Carr Financial Group Corp | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Northstar Advisory Group, LLC | 2 | 2 | 1.83% | 1.98% | 2.13% | Q1 2021 | Q2 2021 | 2 |
Essex Savings Bank | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Bard Financial Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Latigo Investments, LLC | 2 | 2 | 3.59% | 3.69% | 3.79% | Q2 2023 | Q3 2023 | 2 |
ADVANCE CAPITAL I INC | 2 | 2 | 0.48% | 1.04% | 1.59% | Q2 2015 | Q3 2015 | 2 |
Roger Wittlin Investment Advisory, LLC | 2 | 2 | 1.76% | 1.80% | 1.85% | Q2 2023 | Q3 2023 | 2 |
PAYDEN & RYGEL | 2 | 2 | 0.34% | 0.37% | 0.41% | Q1 2023 | Q2 2023 | 2 |
Cynosure Group, LLC | 2 | 2 | 0.44% | 0.48% | 0.54% | Q2 2023 | Q3 2023 | 2 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 2 |
GREENLEAF TRUST | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Goodwin Investment Advisory | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 2 |
Trinity Wealth Management, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Colonial River Wealth Management, LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q1 2021 | Q2 2021 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 1.32% | 1.33% | 1.34% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2016 | 2 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q4 2015 | 2 |
Marietta Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Paradigm Capital Management, LLC/NV | 2 | 2 | 0.32% | 0.35% | 0.38% | Q3 2022 | Q4 2022 | 2 |
WFA Asset Management Corp | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.06% | 0.13% | 0.20% | Q4 2022 | Q3 2023 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.02% | 0.06% | 0.09% | Q4 2022 | Q1 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.23% | 0.42% | Q4 2019 | Q2 2021 | 2 |
Busey Bank | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
PAX Financial Group, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
BRADLEY FOSTER & SARGENT INC/CT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.16% | 0.20% | 0.23% | Q1 2022 | Q2 2022 | 2 |
Fermata Advisors, LLC | 2 | 2 | 0.10% | 0.22% | 0.34% | Q2 2023 | Q3 2023 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ZRC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
JMG Financial Group, Ltd. | 1 | 1 | 0.01% | 0.05% | 0.08% | Q1 2022 | Q2 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Geller Advisors LLC | 2 | 2 | 0.08% | 0.11% | 0.15% | Q3 2021 | Q4 2021 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.07% | 0.14% | 0.22% | Q2 2021 | Q1 2022 | 2 |
Davis Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Round Table Services, LLC | 1 | 1 | 0.27% | 0.28% | 0.28% | Q4 2021 | Q2 2022 | 2 |
Harbour Capital Advisors, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q1 2016 | Q2 2016 | 2 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2019 | 2 |
Security Financial Services, INC. | 2 | 2 | 0.19% | 0.21% | 0.23% | Q4 2021 | Q1 2022 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
WFA of San Diego, LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 2 |
ALTFEST L J & CO INC | 1 | 1 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 2 |
SNS Financial Group, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Aperture Investors, LLC | 2 | 2 | 1.08% | 1.62% | 2.16% | Q2 2023 | Q3 2023 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.41% | 0.83% | Q2 2023 | Q3 2023 | 2 |
PITTENGER & ANDERSON INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ASSET PLANNING CORPORATION | 1 | 1 | 0.18% | 0.19% | 0.20% | Q4 2020 | Q2 2021 | 2 |
Freedom Day Solutions, LLC | 2 | 2 | 0.51% | 0.81% | 1.10% | Q2 2023 | Q3 2023 | 2 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q1 2023 | 2 |
Capital Wealth Alliance, LLC | 2 | 2 | 0.38% | 0.50% | 0.62% | Q1 2023 | Q2 2023 | 2 |
Next Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Pineno Levin & Ford Asset Management, Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q1 2018 | 2 |
Johnson & White Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q3 2023 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q4 2020 | Q1 2021 | 2 |
Trilogy Capital Inc. | 2 | 2 | 3.07% | 3.08% | 3.10% | Q2 2021 | Q3 2021 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Quantitative Advantage, LLC | 2 | 2 | 0.10% | 0.20% | 0.30% | Q3 2022 | Q4 2022 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.92% | 0.96% | 0.99% | Q4 2022 | Q3 2023 | 2 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q2 2016 | 2 |
Falcon Wealth Planning | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Peak Financial Management, Inc. | 2 | 2 | 0.40% | 5.08% | 9.75% | Q2 2023 | Q3 2023 | 2 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
FinTrust Investment Advisory Services, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2018 | Q1 2018 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Lucia Wealth Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Accretive Wealth Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 2.34% | 2.34% | 2.34% | Q1 2020 | Q1 2020 | 1 |
Whitegate Investment Counselors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Joseph Group Capital Management | 1 | 1 | 7.24% | 7.24% | 7.24% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
LOCKERMAN FINANCIAL GROUP, INC. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2021 | Q4 2021 | 1 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
CAZ INVESTMENTS LP | 1 | 1 | 2.39% | 2.39% | 2.39% | Q1 2020 | Q1 2020 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Oak Harvest Investment Services | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
CONDOR CAPITAL MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Financial Group, LLC / IL | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2021 | Q2 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Relyea Zuckerberg Hanson LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2020 | Q1 2020 | 1 |
FRG Family Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ariel Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Mawer Investment Management Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Rezny Wealth Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CLEARY GULL INC. | 1 | 1 | 1.20% | 1.20% | 1.20% | Q1 2015 | Q1 2015 | 1 |
Wallace Advisory Group, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2022 | Q4 2022 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
WEATHERLY ASSET MANAGEMENT L. P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Pegasus Partners Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Stewardship Advisors, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2021 | Q4 2021 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 1.69% | 1.69% | 1.69% | Q4 2021 | Q4 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Cooper Financial Group | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
DAVIDSON TRUST CO | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Invst, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Summit X, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
WADE G W & INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Chandler Asset Management, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 3.72% | 3.72% | 3.72% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 2.18% | 2.18% | 2.18% | Q1 2021 | Q1 2021 | 1 |
Semper Trust Co. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2015 | Q4 2015 | 1 |
SAXON INTERESTS, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2013 | Q4 2013 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CX Institutional | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2022 | Q2 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Cannell & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Red Tortoise LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
INSPIRION WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
SYKON CAPITAL LLC | 1 | 1 | 7.72% | 7.72% | 7.72% | Q2 2023 | Q2 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Whelan Financial | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2022 | Q1 2022 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
My Legacy Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2016 | Q4 2016 | 1 |
GSG Advisors LLC | 1 | 1 | 1.86% | 1.86% | 1.86% | Q3 2023 | Q3 2023 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VANCE WEALTH, INC. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2021 | Q4 2021 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ACG Wealth | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2020 | Q1 2020 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Jupiter Wealth Management LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Southern Wealth Management, LLP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FIL Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
IAM Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
COMMONS CAPITAL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Fountainhead AM, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 1 | 1 | 4.01% | 4.01% | 4.01% | Q4 2021 | Q4 2021 | 1 |
Gunma Bank,Ltd. | 1 | 1 | 2.08% | 2.08% | 2.08% | Q2 2021 | Q2 2021 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Main Line Retirement Advisors, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2023 | Q2 2023 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Financial Partners Group, Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Zullo Investment Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
RAYNER & HAYNOR | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2014 | Q3 2014 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
WorthPointe, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Compton Financial Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
ARS Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Schrum Private Wealth Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Legend Financial Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Rock Point Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Osbon Capital Management LLC | 1 | 1 | 2.32% | 2.32% | 2.32% | Q2 2019 | Q2 2019 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Ethic Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2017 | Q3 2017 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
TBH Global Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SimpliFi, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2019 | Q3 2019 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Obsidian Personal Planning Solutions LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
Westwind Capital | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Adams Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Sciencast Management LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2017 | Q3 2017 | 1 |
BSW Wealth Partners | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2023 | Q1 2023 | 1 |
SADOFF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Peterson Financial Group, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2022 | Q3 2022 | 1 |
Stack Financial Management, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Blue Barn Wealth, LLC | 1 | 1 | 1.61% | 1.61% | 1.61% | Q4 2022 | Q4 2022 | 1 |
Drake & Associates, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
SMI Advisory Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Sharper & Granite LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Horst & Graben Wealth Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
PENOBSCOT WEALTH MANAGEMENT | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Berkeley Capital Partners, LLC | 1 | 1 | 2.54% | 2.54% | 2.54% | Q4 2022 | Q4 2022 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Sabal Trust CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
WASHINGTON CAPITAL MANAGEMENT, INC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q2 2023 | Q2 2023 | 1 |
PRESILIUM PRIVATE WEALTH, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
Ackerman Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Pantheon Investment Group, LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q4 2019 | Q4 2019 | 1 |
Grove Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Keystone Financial Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Fifth Third Wealth Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2023 | Q4 2023 | 1 |
Monterey Private Wealth, Inc. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2021 | Q4 2021 | 1 |
Ardent Capital Management, Inc. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 3.79% | 3.79% | 3.79% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Strategic Wealth Investment Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Heritage Trust Co | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Sawyer & Company, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Northland Capital Management LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Goldstein Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
BURNS J W & CO INC/NY | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Asset Allocation & Management Company, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2020 | Q3 2020 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Trivant Custom Portfolio Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
New World Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2021 | Q2 2021 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2022 | Q2 2022 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
FORVIS Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ullmann Wealth Partners Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
ML & R WEALTH MANAGEMENT LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Wealth & Pension Services Group, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2018 | Q3 2018 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Keudell/Morrison Wealth Management | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2021 | Q1 2021 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Domani Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
River Street Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Argent Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2015 | Q2 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Guardian Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Holistic Financial Partners | 1 | 1 | 5.85% | 5.85% | 5.85% | Q1 2019 | Q1 2019 | 1 |
Rinkey Investments | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
FutureAdvisor, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
Norway Savings Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
West Coast Financial LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
HNP Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Walkner Condon Financial Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Outlook Wealth Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
SevenOneSeven Capital Management | 1 | 1 | 7.04% | 7.04% | 7.04% | Q1 2021 | Q1 2021 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Willis Johnson & Associates, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
United Community Bank | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LS Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BOSTON FINANCIAL MANGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2022 | Q4 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Financial Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CONNING INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 5.65% | 5.65% | 5.65% | Q3 2023 | Q3 2023 | 1 |
Van Cleef Asset Management,Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own VANGUARD STAR FDS or have owned VANGUARD STAR FDS in the past.