Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 98 |
Cutler Group LLC / CA | 19 | 1 | 0.00% | 0.00% | 0.06% | Q4 2015 | Q3 2023 | 52 |
Citadel Advisors | 20 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 48 |
MORGAN STANLEY | 42 | 42 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Ifrah Financial Services, Inc. | 42 | 42 | 1.02% | 1.19% | 1.50% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.06% | 0.21% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.10% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.05% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 0.05% | 0.08% | 0.32% | Q2 2013 | Q3 2023 | 42 |
HARTLINE INVESTMENT CORP/ | 42 | 42 | 0.11% | 0.17% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 1.08% | 1.93% | 2.41% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Oxbow Advisors, LLC | 42 | 42 | 0.05% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
OARSMAN CAPITAL, INC. | 42 | 42 | 0.15% | 0.84% | 1.90% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 30 | 11 | 0.04% | 0.18% | 0.40% | Q2 2013 | Q3 2023 | 41 |
Prospera Financial Services Inc | 23 | 18 | 0.02% | 0.08% | 0.29% | Q2 2013 | Q3 2023 | 41 |
OLD NATIONAL BANCORP /IN/ | 41 | 41 | 0.08% | 0.23% | 0.64% | Q3 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Avior Wealth Management, LLC | 40 | 40 | 1.17% | 3.76% | 7.03% | Q4 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.26% | 0.60% | 1.76% | Q4 2013 | Q3 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 2.35% | 3.95% | 5.34% | Q4 2013 | Q3 2023 | 40 |
GOLDMAN SACHS GROUP INC | 30 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 39 |
Joel Isaacson & Co., LLC | 39 | 39 | 0.07% | 0.15% | 0.37% | Q1 2014 | Q3 2023 | 39 |
Horizon Investment Services, LLC | 39 | 39 | 0.13% | 0.70% | 1.59% | Q1 2014 | Q3 2023 | 39 |
COMERICA BANK | 38 | 1 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 39 |
SYNOVUS FINANCIAL CORP | 38 | 38 | 0.05% | 1.02% | 1.82% | Q2 2014 | Q3 2023 | 38 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 38 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 1 | 0.00% | 0.20% | 0.31% | Q4 2013 | Q3 2023 | 38 |
HOLLENCREST CAPITAL MANAGEMENT | 38 | 38 | 0.08% | 0.14% | 0.21% | Q2 2014 | Q3 2023 | 38 |
ENVESTNET ASSET MANAGEMENT INC | 38 | 38 | 0.00% | 0.11% | 0.40% | Q2 2014 | Q3 2023 | 38 |
STIFEL FINANCIAL CORP | 37 | 37 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 37 |
STEPHENS INC /AR/ | 37 | 37 | 0.02% | 0.10% | 0.16% | Q3 2014 | Q3 2023 | 37 |
DUNCKER STREETT & CO INC | 20 | 16 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.03% | 0.05% | 0.07% | Q4 2014 | Q3 2023 | 36 |
Focused Wealth Management, Inc | 36 | 36 | 0.02% | 3.14% | 9.44% | Q4 2014 | Q3 2023 | 36 |
NORTHERN TRUST CORP | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
ETF Portfolio Partners, Inc. | 36 | 36 | 4.15% | 4.84% | 7.87% | Q4 2014 | Q3 2023 | 36 |
FC Advisory LLC | 36 | 36 | 6.75% | 10.25% | 12.53% | Q1 2015 | Q4 2023 | 36 |
Tower Research Capital LLC (TRC) | 24 | 2 | 0.00% | 0.08% | 0.47% | Q1 2014 | Q3 2023 | 35 |
FIFTH THIRD BANCORP | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
SIGNET FINANCIAL MANAGEMENT, LLC | 26 | 9 | 0.05% | 0.09% | 0.24% | Q4 2014 | Q3 2023 | 35 |
Argent Trust Co | 35 | 35 | 0.04% | 0.09% | 0.17% | Q1 2015 | Q3 2023 | 35 |
ASSETMARK, INC | 34 | 34 | 0.01% | 2.87% | 6.03% | Q2 2015 | Q3 2023 | 34 |
Cetera Advisors LLC | 23 | 11 | 0.03% | 0.05% | 0.12% | Q1 2015 | Q3 2023 | 34 |
SALEM INVESTMENT COUNSELORS INC | 18 | 16 | 0.02% | 0.38% | 0.71% | Q2 2013 | Q3 2023 | 34 |
M&T BANK CORP | 34 | 34 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q4 2022 | 34 |
GRIMES & COMPANY, INC. | 34 | 34 | 0.02% | 0.06% | 0.14% | Q2 2015 | Q3 2023 | 34 |
Alexandria Capital, LLC | 34 | 34 | 1.12% | 2.32% | 4.10% | Q2 2013 | Q3 2021 | 34 |
BLAIR WILLIAM & CO/IL | 33 | 33 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q3 2023 | 33 |
Well Done, LLC | 32 | 32 | 0.08% | 0.12% | 0.18% | Q4 2015 | Q3 2023 | 32 |
Janney Montgomery Scott LLC | 27 | 5 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 32 |
Voya Financial Advisors, Inc. | 32 | 32 | 0.03% | 0.09% | 0.27% | Q1 2015 | Q4 2022 | 32 |
JPMORGAN CHASE & CO | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.09% | 0.27% | Q4 2015 | Q3 2023 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 3 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 31 |
OPTIMUM INVESTMENT ADVISORS | 24 | 7 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q4 2023 | 31 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 31 | 31 | 0.03% | 1.11% | 2.16% | Q1 2016 | Q3 2023 | 31 |
FMR LLC | 30 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
BlackRock Inc. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 30 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 11 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 30 |
Darwin Wealth Management, LLC | 30 | 30 | 1.54% | 4.61% | 10.79% | Q2 2016 | Q3 2023 | 30 |
AllSquare Wealth Management LLC | 22 | 2 | 0.01% | 0.06% | 0.16% | Q4 2014 | Q3 2023 | 30 |
Simmons Bank | 30 | 30 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2023 | 30 |
CWM, LLC | 22 | 8 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.19% | 0.29% | 0.40% | Q2 2013 | Q3 2020 | 30 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.13% | 0.53% | 1.37% | Q2 2016 | Q3 2023 | 30 |
Community Bank, N.A. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
Plancorp, LLC | 28 | 1 | 0.07% | 0.25% | 0.71% | Q4 2015 | Q3 2023 | 29 |
Cribstone Capital Management, LLC | 29 | 29 | 0.02% | 0.12% | 0.23% | Q4 2015 | Q4 2022 | 29 |
Fernwood Investment Management, LLC | 29 | 29 | 0.32% | 1.86% | 2.81% | Q3 2016 | Q3 2023 | 29 |
Roundview Capital LLC | 29 | 29 | 0.03% | 0.12% | 0.24% | Q3 2016 | Q3 2023 | 29 |
Cassaday & Co Inc. | 29 | 29 | 0.00% | 12.31% | 54.33% | Q4 2014 | Q4 2021 | 29 |
J.P. Morgan Private Wealth Advisors LLC | 28 | 1 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q3 2023 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Royal Fund Management, LLC | 28 | 28 | 0.14% | 2.38% | 3.91% | Q4 2016 | Q3 2023 | 28 |
B. Riley Wealth Advisors, Inc. | 26 | 1 | 0.00% | 0.06% | 0.09% | Q2 2014 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.05% | 0.27% | 1.03% | Q4 2016 | Q3 2023 | 28 |
Greytown Advisors Inc. | 28 | 28 | 6.61% | 9.75% | 14.30% | Q4 2016 | Q3 2023 | 28 |
Asset Planning Services, Ltd. | 27 | 27 | 0.22% | 0.27% | 0.33% | Q2 2015 | Q4 2021 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.05% | 0.08% | 0.15% | Q4 2016 | Q3 2023 | 27 |
Alpha Cubed Investments, LLC | 25 | 2 | 0.09% | 0.25% | 0.42% | Q3 2015 | Q3 2023 | 27 |
SIGNATUREFD, LLC | 23 | 4 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.08% | 0.13% | Q2 2013 | Q4 2019 | 27 |
VANGUARD GROUP INC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 27 |
KEYBANK NATIONAL ASSOCIATION/OH | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Baird Financial Group, Inc. | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 1 | 0.02% | 0.06% | 0.15% | Q4 2016 | Q3 2023 | 26 |
Litman Gregory Wealth Management LLC | 24 | 2 | 0.10% | 0.76% | 1.47% | Q1 2017 | Q3 2023 | 26 |
Brinker Capital Investments, LLC | 20 | 6 | 0.00% | 0.17% | 0.50% | Q2 2013 | Q4 2019 | 26 |
SHINE INVESTMENT ADVISORY SERVICES INC | 26 | 26 | 0.59% | 0.84% | 1.31% | Q2 2014 | Q3 2020 | 26 |
ENTERPRISE FINANCIAL SERVICES CORP | 25 | 25 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q2 2020 | 25 |
Sheaff Brock Investment Advisors, LLC | 25 | 25 | 0.03% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Carroll Financial Associates, Inc. | 25 | 25 | 0.03% | 0.07% | 0.14% | Q4 2015 | Q4 2021 | 25 |
Stratos Wealth Partners, LTD. | 25 | 25 | 0.01% | 0.05% | 0.17% | Q3 2017 | Q3 2023 | 25 |
Gradient Investments LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 25 |
Cypress Wealth Services, LLC | 24 | 24 | 1.47% | 1.98% | 2.79% | Q4 2017 | Q3 2023 | 24 |
Portfolio Strategies, Inc. | 24 | 24 | 0.28% | 3.16% | 11.16% | Q4 2017 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 24 | 24 | 0.01% | 0.07% | 0.24% | Q4 2017 | Q3 2023 | 24 |
Valmark Advisers, Inc. | 24 | 24 | 0.01% | 0.03% | 0.13% | Q4 2017 | Q3 2023 | 24 |
BHK Investment Advisors, LLC | 24 | 24 | 6.25% | 8.86% | 11.32% | Q4 2017 | Q3 2023 | 24 |
Horan Securities, Inc. | 11 | 6 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q2 2023 | 24 |
Copperwynd Financial, LLC | 24 | 24 | 4.17% | 6.01% | 7.14% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.10% | 0.12% | 0.14% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.07% | 0.44% | 1.20% | Q4 2017 | Q3 2023 | 24 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.03% | 0.16% | Q4 2014 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 15 | 9 | 0.00% | 0.24% | 1.44% | Q3 2017 | Q3 2023 | 24 |
RELIANCE TRUST CO | 23 | 23 | 0.73% | 7.96% | 17.30% | Q2 2013 | Q4 2018 | 23 |
Sound Income Strategies, LLC | 23 | 23 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Wealthcare Advisory Partners LLC | 23 | 23 | 0.01% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 23 |
WealthShield Partners, LLC | 14 | 9 | 1.24% | 2.19% | 3.09% | Q4 2017 | Q3 2023 | 23 |
BDO Wealth Advisors, LLC | 22 | 1 | 0.37% | 1.07% | 2.40% | Q2 2017 | Q2 2023 | 23 |
BANK OF MONTREAL /CAN/ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 23 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q2 2023 | 23 |
Measured Wealth Private Client Group, LLC | 22 | 1 | 0.14% | 0.30% | 1.50% | Q3 2017 | Q3 2023 | 23 |
NEXT Financial Group, Inc | 11 | 2 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q4 2021 | 23 |
BANK OF HAWAII | 23 | 23 | 0.06% | 0.11% | 0.15% | Q1 2018 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 20 | 2 | 0.00% | 0.10% | 0.16% | Q4 2017 | Q3 2023 | 22 |
BAILARD, INC. | 19 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 22 |
Aveo Capital Partners, LLC | 11 | 1 | 0.08% | 0.16% | 0.36% | Q4 2017 | Q3 2023 | 22 |
MACQUARIE GROUP LTD | 21 | 1 | 0.00% | 0.02% | 0.15% | Q4 2016 | Q1 2023 | 22 |
NWAM LLC | 12 | 10 | 0.02% | 0.13% | 0.20% | Q1 2018 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Paradigm Financial Advisors, LLC | 20 | 1 | 0.10% | 0.11% | 0.14% | Q1 2014 | Q4 2021 | 21 |
Diversified Portfolios, Inc. | 21 | 21 | 0.14% | 0.22% | 0.28% | Q4 2014 | Q4 2019 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.44% | 0.62% | 0.88% | Q1 2017 | Q3 2023 | 21 |
MONETA GROUP INVESTMENT ADVISORS LLC | 21 | 21 | 0.02% | 0.05% | 0.11% | Q3 2018 | Q3 2023 | 21 |
Cetera Advisor Networks LLC | 21 | 21 | 0.01% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 21 |
Capital Investment Advisory Services, LLC | 12 | 2 | 0.02% | 0.05% | 0.13% | Q3 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.06% | 0.11% | Q3 2018 | Q3 2023 | 21 |
Pinion Investment Advisors, LLC | 19 | 2 | 0.32% | 1.17% | 1.96% | Q1 2018 | Q3 2023 | 21 |
Nicholas Hoffman & Company, LLC. | 19 | 2 | 0.01% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 21 |
OneDigital Investment Advisors LLC | 9 | 3 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 21 |
Raab & Moskowitz Asset Management LLC | 21 | 21 | 0.10% | 2.40% | 4.11% | Q3 2018 | Q3 2023 | 21 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 16 | 4 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 20 |
White Lighthouse Investment Management Inc. | 20 | 20 | 0.16% | 0.26% | 0.45% | Q4 2018 | Q3 2023 | 20 |
Koshinski Asset Management, Inc. | 20 | 20 | 0.06% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.06% | 0.13% | 0.39% | Q4 2018 | Q3 2023 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 1.30% | 6.57% | 10.95% | Q4 2018 | Q3 2023 | 20 |
HUNTINGTON NATIONAL BANK | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2011 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.01% | 0.07% | 0.22% | Q4 2017 | Q4 2022 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.14% | 0.19% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Jackson Wealth Management, LLC | 7 | 2 | 0.22% | 1.40% | 4.21% | Q4 2014 | Q3 2023 | 20 |
Belpointe Asset Management LLC | 19 | 1 | 0.03% | 0.08% | 0.13% | Q3 2018 | Q3 2023 | 20 |
Black Diamond Financial, LLC | 20 | 20 | 2.89% | 8.01% | 11.32% | Q4 2018 | Q3 2023 | 20 |
Kovack Advisors, Inc. | 20 | 20 | 0.08% | 0.14% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Sigma Planning Corp | 19 | 1 | 0.01% | 0.04% | 0.12% | Q3 2018 | Q3 2023 | 20 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Csenge Advisory Group | 17 | 1 | 0.01% | 0.09% | 0.30% | Q3 2017 | Q3 2023 | 20 |
Angeles Investment Advisors, LLC | 20 | 20 | 0.04% | 7.25% | 58.62% | Q4 2018 | Q3 2023 | 20 |
FRANKLIN RESOURCES INC | 14 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.04% | 0.09% | Q4 2017 | Q3 2022 | 20 |
Bernardo Wealth Planning LLC | 20 | 20 | 3.86% | 9.97% | 15.19% | Q4 2018 | Q3 2023 | 20 |
IHT Wealth Management, LLC | 13 | 6 | 0.01% | 0.03% | 0.09% | Q2 2017 | Q3 2023 | 19 |
Windham Capital Management, LLC | 19 | 19 | 0.04% | 0.10% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Strategic Blueprint, LLC | 19 | 19 | 0.04% | 0.12% | 0.29% | Q1 2019 | Q3 2023 | 19 |
REILLY FINANCIAL ADVISORS, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2021 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.19% | 0.25% | 0.31% | Q1 2019 | Q3 2023 | 19 |
Matthew Goff Investment Advisor, LLC | 14 | 5 | 0.07% | 0.12% | 0.18% | Q3 2017 | Q3 2023 | 19 |
FundX Investment Group, LLC | 9 | 1 | 0.08% | 8.43% | 15.03% | Q1 2014 | Q4 2021 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Financial Advocates Investment Management | 8 | 5 | 0.03% | 0.23% | 0.76% | Q4 2017 | Q3 2023 | 19 |
Jacobi Capital Management LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q4 2021 | 19 |
McIlrath & Eck, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Stratos Investment Management, LLC | 19 | 19 | 1.57% | 3.37% | 8.58% | Q1 2019 | Q3 2023 | 19 |
First Allied Advisory Services, Inc. | 18 | 1 | 0.01% | 0.03% | 0.24% | Q4 2013 | Q3 2020 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Allworth Financial LP | 7 | 6 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 19 |
Founders Capital Management | 10 | 9 | 0.03% | 0.06% | 0.10% | Q1 2018 | Q1 2023 | 19 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.01% | 0.10% | 0.19% | Q4 2018 | Q3 2023 | 19 |
Kistler-Tiffany Companies, LLC | 18 | 18 | 0.03% | 1.04% | 1.80% | Q1 2019 | Q2 2023 | 18 |
Vigilant Capital Management, LLC | 10 | 2 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2023 | 18 |
Aspire Private Capital, LLC | 18 | 18 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
BANQUE PICTET & CIE SA | 18 | 18 | 0.01% | 0.03% | 0.09% | Q4 2013 | Q1 2018 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.11% | 0.13% | 0.14% | Q2 2013 | Q3 2017 | 18 |
Archer Investment Corp | 18 | 18 | 0.01% | 0.04% | 0.13% | Q2 2019 | Q3 2023 | 18 |
Western Wealth Management, LLC | 10 | 8 | 0.03% | 0.07% | 0.12% | Q1 2019 | Q3 2023 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 18 | 18 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Strategic Investment Advisors / MI | 18 | 18 | 0.60% | 3.03% | 8.30% | Q2 2019 | Q3 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.13% | 0.32% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
CNB Bank | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 17 |
Cetera Investment Advisers | 17 | 17 | 0.04% | 0.38% | 1.05% | Q3 2019 | Q3 2023 | 17 |
Parkside Financial Bank & Trust | 17 | 17 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q4 2019 | 17 |
FARMERS & MERCHANTS INVESTMENTS INC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Integrated Wealth Concepts LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Icon Wealth Partners, LLC | 8 | 3 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 17 |
Institute for Wealth Management, LLC. | 14 | 3 | 0.04% | 0.09% | 0.12% | Q1 2019 | Q3 2023 | 17 |
FDx Advisors, Inc. | 9 | 2 | 0.01% | 0.11% | 0.38% | Q2 2017 | Q1 2023 | 17 |
RELIANCE TRUST CO OF DELAWARE | 11 | 6 | 0.03% | 0.05% | 0.07% | Q3 2013 | Q1 2019 | 17 |
Larson Financial Group LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
People's United Financial, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2021 | 16 |
Clarus Wealth Advisors | 10 | 2 | 0.02% | 0.97% | 3.17% | Q2 2018 | Q2 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.29% | 2.35% | 3.57% | Q4 2019 | Q3 2023 | 16 |
Texas Capital Bank Wealth Management Services Inc | 16 | 16 | 0.91% | 1.54% | 2.70% | Q4 2019 | Q3 2023 | 16 |
Blue Edge Capital, LLC | 16 | 16 | 1.69% | 3.13% | 4.79% | Q4 2019 | Q3 2023 | 16 |
Venturi Wealth Management, LLC | 14 | 2 | 0.03% | 0.80% | 3.24% | Q4 2015 | Q4 2021 | 16 |
Lenox Wealth Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 16 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 15 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 16 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 16 |
Leelyn Smith, LLC | 16 | 16 | 4.70% | 6.08% | 7.44% | Q4 2019 | Q3 2023 | 16 |
Detalus Advisors, LLC | 16 | 16 | 0.31% | 2.19% | 3.49% | Q4 2019 | Q3 2023 | 16 |
New England Investment & Retirement Group, Inc. | 16 | 16 | 0.28% | 0.34% | 0.40% | Q4 2014 | Q3 2018 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.79% | 1.23% | 1.55% | Q4 2019 | Q3 2023 | 16 |
LWS Wealth Advisors, Inc. | 16 | 16 | 0.14% | 0.20% | 0.24% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Global Trust Asset Management, LLC | 16 | 16 | 0.09% | 0.42% | 0.85% | Q4 2019 | Q3 2023 | 16 |
CLIENT 1ST ADVISORY GROUP, LLC | 16 | 16 | 0.30% | 0.41% | 0.88% | Q4 2019 | Q3 2023 | 16 |
JACKSON SQUARE CAPITAL, LLC | 16 | 16 | 0.10% | 0.11% | 0.15% | Q4 2019 | Q3 2023 | 16 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 5 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2021 | 16 |
LifeSteps Financial, Inc. | 16 | 16 | 0.34% | 0.65% | 1.12% | Q4 2019 | Q3 2023 | 16 |
HILLTOP WEALTH ADVISORS, LLC | 16 | 16 | 1.94% | 2.82% | 3.79% | Q4 2019 | Q3 2023 | 16 |
Gray Wealth Management Inc. | 15 | 15 | 0.48% | 0.63% | 0.80% | Q1 2020 | Q3 2023 | 15 |
VICUS CAPITAL | 15 | 15 | 0.04% | 0.06% | 0.07% | Q4 2014 | Q2 2018 | 15 |
Mathes Company, Inc. | 13 | 2 | 1.03% | 1.41% | 1.66% | Q4 2019 | Q3 2023 | 15 |
Concorde Asset Management, LLC | 10 | 1 | 0.21% | 0.32% | 0.51% | Q3 2017 | Q3 2023 | 15 |
Grace Capital | 15 | 15 | 0.14% | 0.92% | 1.81% | Q2 2018 | Q4 2021 | 15 |
VALLEY NATIONAL ADVISERS INC | 11 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Accredited Investors Inc. | 15 | 15 | 0.46% | 2.98% | 5.66% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
ROPES WEALTH ADVISORS LLC | 13 | 1 | 0.00% | 0.11% | 0.13% | Q2 2016 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.12% | 0.16% | 0.30% | Q1 2020 | Q3 2023 | 15 |
Mariner, LLC | 9 | 6 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 15 |
Wellspring Financial Advisors, LLC | 15 | 15 | 0.16% | 0.27% | 0.33% | Q1 2020 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 15 |
Castle Rock Wealth Management, LLC | 7 | 4 | 0.09% | 0.18% | 0.41% | Q3 2019 | Q3 2023 | 15 |
Procyon Advisors, LLC | 15 | 15 | 0.08% | 0.41% | 1.12% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Capital Investment Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2023 | 15 |
SII INVESTMENTS INC/WI | 7 | 2 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2017 | 15 |
USAdvisors Wealth Management, LLC | 15 | 15 | 0.21% | 2.05% | 3.79% | Q1 2020 | Q3 2023 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 1 | 0.00% | 0.40% | 0.56% | Q4 2019 | Q3 2023 | 15 |
CREDIT SUISSE AG/ | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 15 |
Glassman Wealth Services | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Pensionmark Financial Group, LLC | 14 | 14 | 0.06% | 0.09% | 0.15% | Q2 2020 | Q3 2023 | 14 |
PETTYJOHN, WOOD & WHITE, INC | 14 | 14 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 14 | 14 | 0.06% | 0.10% | 0.24% | Q2 2020 | Q3 2023 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NORTHEAST INVESTMENT MANAGEMENT | 14 | 14 | 0.05% | 0.09% | 0.23% | Q2 2020 | Q3 2023 | 14 |
PLANNING DIRECTIONS INC | 14 | 14 | 0.17% | 0.22% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Investors Research Corp | 14 | 14 | 0.07% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Bank Pictet & Cie (Europe) AG | 14 | 14 | 0.03% | 0.19% | 0.70% | Q3 2014 | Q4 2017 | 14 |
Platform Technology Partners | 10 | 4 | 0.18% | 0.75% | 1.17% | Q1 2020 | Q3 2023 | 14 |
Geneos Wealth Management Inc. | 14 | 14 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 14 |
WealthOne, LLC | 7 | 1 | 0.02% | 0.35% | 0.73% | Q4 2018 | Q2 2023 | 14 |
Sharkey, Howes & Javer | 14 | 14 | 0.78% | 3.73% | 9.29% | Q2 2020 | Q3 2023 | 14 |
JGP Wealth Management, LLC | 14 | 14 | 0.06% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Pacific Center for Financial Services | 11 | 3 | 0.11% | 7.61% | 11.53% | Q1 2020 | Q3 2023 | 14 |
MV CAPITAL MANAGEMENT, INC. | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Essex Financial Services, Inc. | 14 | 14 | 0.03% | 0.05% | 0.11% | Q2 2020 | Q3 2023 | 14 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 4 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
SG Americas Securities, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2022 | 14 |
COMERICA SECURITIES,INC. | 14 | 14 | 0.03% | 0.07% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Anchor Investment Management, LLC | 14 | 14 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q4 2023 | 14 |
DEARBORN PARTNERS LLC | 14 | 14 | 0.10% | 0.19% | 0.37% | Q2 2013 | Q3 2016 | 14 |
&PARTNERS | 14 | 14 | 0.11% | 0.21% | 0.43% | Q2 2020 | Q3 2023 | 14 |
BROWN ADVISORY INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
UNIVEST FINANCIAL Corp | 14 | 14 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 14 |
NVWM, LLC | 9 | 1 | 0.01% | 0.17% | 0.65% | Q4 2017 | Q3 2022 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
TCI Wealth Advisors, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 14 |
KCM INVESTMENT ADVISORS LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2023 | 13 |
MANCHESTER FINANCIAL INC | 13 | 13 | 0.06% | 0.10% | 0.15% | Q3 2020 | Q3 2023 | 13 |
N.E.W. Advisory Services LLC | 13 | 13 | 0.11% | 0.19% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
Cedar Brook Financial Partners, LLC | 13 | 13 | 0.06% | 0.09% | 0.11% | Q3 2020 | Q3 2023 | 13 |
New England Private Wealth Advisors LLC | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Stockman Wealth Management, Inc. | 13 | 13 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q2 2023 | 13 |
WEDBUSH SECURITIES INC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Patriot Financial Group Insurance Agency, LLC | 9 | 1 | 0.01% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 13 |
PHILADELPHIA TRUST CO | 13 | 13 | 0.56% | 0.66% | 0.82% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.09% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Bedel Financial Consulting, Inc. | 9 | 4 | 0.00% | 0.04% | 0.06% | Q1 2018 | Q1 2022 | 13 |
Dynamic Advisor Solutions LLC | 13 | 13 | 0.02% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Blume Capital Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 13 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13 | 13 | 0.07% | 0.21% | 0.39% | Q3 2020 | Q3 2023 | 13 |
DEUTSCHE BANK AG\ | 7 | 6 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2019 | 13 |
TSFG, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 13 |
BCS Wealth Management | 12 | 1 | 0.09% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 13 |
FRG Family Wealth Advisors LLC | 13 | 13 | 0.24% | 0.39% | 0.52% | Q3 2020 | Q3 2023 | 13 |
Paradigm Financial Partners, LLC | 13 | 13 | 0.05% | 0.27% | 0.78% | Q1 2019 | Q1 2022 | 13 |
Weaver Consulting Group | 13 | 13 | 0.07% | 0.29% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Avidian Wealth Solutions, LLC | 13 | 13 | 0.04% | 0.19% | 0.55% | Q3 2020 | Q3 2023 | 13 |
Silicon Valley Capital Partners | 13 | 13 | 0.48% | 1.13% | 3.09% | Q3 2020 | Q3 2023 | 13 |
Campbell Wealth Management | 12 | 1 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 13 |
ZACKS INVESTMENT MANAGEMENT | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
COZAD ASSET MANAGEMENT INC | 13 | 13 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 5 | 0.08% | 0.25% | 0.29% | Q2 2020 | Q3 2023 | 13 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 13 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 13 | 13 | 0.04% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Hoffman, Alan N Investment Management | 13 | 13 | 0.38% | 0.52% | 0.60% | Q4 2020 | Q4 2023 | 13 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.58% | 1.08% | 1.37% | Q4 2020 | Q3 2023 | 12 |
CX Institutional | 12 | 12 | 0.26% | 0.79% | 1.36% | Q4 2020 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 2.78% | 3.62% | 4.36% | Q4 2020 | Q3 2023 | 12 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.05% | 0.15% | 0.25% | Q1 2018 | Q3 2023 | 12 |
Latitude Advisors, LLC | 12 | 12 | 0.18% | 0.20% | 0.24% | Q4 2020 | Q3 2023 | 12 |
PARSONS CAPITAL MANAGEMENT INC/RI | 9 | 3 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 12 |
Miracle Mile Advisors, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2021 | 12 |
Disciplined Investments, LLC | 8 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 12 |
ALTFEST L J & CO INC | 12 | 12 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Fisher Asset Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
NOTTINGHAM ADVISORS, INC. | 12 | 12 | 0.03% | 0.06% | 0.10% | Q3 2020 | Q2 2023 | 12 |
Echo Wealth Management, LLC | 12 | 12 | 1.34% | 1.80% | 2.24% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.04% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.04% | 0.16% | 0.21% | Q4 2018 | Q3 2021 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.48% | 0.84% | 1.91% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.21% | 0.44% | 0.96% | Q4 2020 | Q3 2023 | 12 |
Merit Financial Group, LLC | 12 | 12 | 0.03% | 0.52% | 1.84% | Q4 2020 | Q3 2023 | 12 |
Gerstein Fisher | 12 | 12 | 0.03% | 0.06% | 0.09% | Q4 2013 | Q3 2016 | 12 |
McClarren Financial Advisors, Inc. | 12 | 12 | 3.75% | 4.67% | 6.19% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Holloway Wealth Management, LLC | 12 | 12 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q1 2022 | 12 |
Resolute Advisors LLC | 12 | 12 | 0.20% | 0.77% | 2.84% | Q4 2020 | Q3 2023 | 12 |
Strategic Equity Management | 12 | 12 | 0.11% | 0.96% | 8.20% | Q4 2020 | Q3 2023 | 12 |
Richard P Slaughter Associates Inc | 12 | 12 | 0.28% | 0.53% | 0.83% | Q1 2021 | Q4 2023 | 12 |
Falcon Wealth Planning | 12 | 12 | 0.46% | 0.74% | 1.02% | Q4 2020 | Q3 2023 | 12 |
Birch Hill Investment Advisors LLC | 9 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.25% | 0.33% | 0.40% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL MANAGEMENT NETWORK INC | 12 | 12 | 0.18% | 0.26% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Center For Asset Management LLC | 12 | 12 | 5.19% | 5.98% | 6.52% | Q4 2020 | Q3 2023 | 12 |
First Horizon Advisors, Inc. | 11 | 1 | 0.00% | 0.09% | 0.20% | Q4 2017 | Q3 2023 | 12 |
Capital Planning LLC | 12 | 12 | 1.77% | 2.11% | 2.36% | Q4 2020 | Q3 2023 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.58% | 1.07% | 1.90% | Q4 2020 | Q3 2023 | 12 |
Advisor OS, LLC | 10 | 2 | 0.22% | 1.15% | 5.76% | Q3 2020 | Q3 2023 | 12 |
MITCHELL CAPITAL MANAGEMENT CO | 10 | 2 | 0.05% | 0.07% | 0.08% | Q4 2019 | Q3 2023 | 12 |
Zeit Capital LLC | 12 | 12 | 10.91% | 14.95% | 16.84% | Q4 2020 | Q3 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.16% | 0.18% | 0.23% | Q4 2020 | Q3 2023 | 12 |
B. Riley Wealth Management, Inc. | 6 | 2 | 0.00% | 0.10% | 0.54% | Q1 2014 | Q1 2020 | 12 |
Meridian Wealth Management, LLC | 11 | 1 | 0.02% | 0.09% | 0.12% | Q2 2019 | Q3 2023 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 1.06% | 1.37% | 1.81% | Q4 2020 | Q3 2023 | 12 |
FormulaFolio Investments, LLC | 12 | 12 | 0.01% | 0.02% | 0.06% | Q1 2018 | Q4 2020 | 12 |
S.A. Mason LLC | 8 | 1 | 0.03% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 11 |
Brookstone Capital Management | 10 | 1 | 0.02% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 11 |
Lido Advisors, LLC | 7 | 1 | 0.01% | 0.05% | 0.12% | Q3 2018 | Q3 2023 | 11 |
Sargent Bickham Lagudis LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
CABANA LLC | 9 | 1 | 0.09% | 4.66% | 9.72% | Q4 2017 | Q4 2021 | 11 |
Apollon Wealth Management, LLC | 11 | 11 | 0.03% | 0.06% | 0.32% | Q1 2021 | Q3 2023 | 11 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Cedar Wealth Management, LLC | 11 | 11 | 0.00% | 0.39% | 0.58% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.27% | 0.30% | 0.33% | Q4 2017 | Q2 2020 | 11 |
BAINCO INTERNATIONAL INVESTORS | 11 | 11 | 0.36% | 0.46% | 0.55% | Q1 2014 | Q3 2016 | 11 |
Cornerstone Wealth Management, LLC | 5 | 2 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 11 |
MACRO Consulting Group | 11 | 11 | 2.16% | 2.24% | 2.43% | Q4 2018 | Q2 2021 | 11 |
MYCIO WEALTH PARTNERS, LLC | 10 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 11 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.20% | 0.95% | Q1 2017 | Q1 2023 | 11 |
Ausdal Financial Partners, Inc. | 9 | 2 | 0.05% | 0.24% | 0.54% | Q4 2020 | Q3 2023 | 11 |
WNY Asset Management, LLC | 8 | 3 | 0.13% | 0.48% | 1.05% | Q4 2020 | Q3 2023 | 11 |
Savant Capital, LLC | 6 | 5 | 0.01% | 0.17% | 0.46% | Q4 2020 | Q3 2023 | 11 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 11 | 11 | 0.28% | 0.38% | 0.77% | Q1 2021 | Q3 2023 | 11 |
COMMERCE BANK | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Peachtree Investment Partners, LLC | 10 | 1 | 0.13% | 0.45% | 1.05% | Q2 2020 | Q2 2023 | 11 |
Laurel Wealth Advisors, Inc. | 11 | 11 | 0.55% | 0.70% | 0.79% | Q2 2018 | Q4 2020 | 11 |
Legal & General Group Plc | 7 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 11 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2018 | 11 |
Joseph P. Lucia & Associates, LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 11 |
ATHERTON LANE ADVISERS, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 11 |
EP Wealth Advisors, LLC | 7 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
ACG Wealth | 6 | 5 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q2 2022 | 11 |
GLENMEDE TRUST CO NA | 8 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.10% | 0.13% | 0.16% | Q4 2018 | Q2 2021 | 11 |
OPPENHEIMER & CO INC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2022 | 11 |
Patten Group, Inc. | 8 | 3 | 0.04% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 11 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.75% | 1.70% | 3.20% | Q4 2020 | Q1 2023 | 10 |
First Heartland Consultants, Inc. | 8 | 1 | 0.03% | 0.07% | 0.09% | Q1 2017 | Q1 2021 | 10 |
Manchester Capital Management LLC | 7 | 3 | 0.00% | 0.10% | 0.17% | Q1 2016 | Q3 2021 | 10 |
Ford Financial Group, LLC | 10 | 10 | 0.09% | 0.55% | 2.33% | Q2 2020 | Q3 2022 | 10 |
Pictet North America Advisors SA | 10 | 10 | 0.04% | 0.05% | 0.10% | Q4 2015 | Q1 2018 | 10 |
GeoWealth Management, LLC | 9 | 1 | 0.03% | 0.31% | 1.12% | Q3 2020 | Q3 2023 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.26% | 0.28% | 0.30% | Q3 2021 | Q4 2023 | 10 |
Prime Capital Investment Advisors, LLC | 8 | 1 | 0.01% | 0.03% | 0.09% | Q4 2018 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.05% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.04% | 0.15% | 0.24% | Q4 2020 | Q3 2023 | 10 |
Vantage Investment Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 10 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 2 | 0.03% | 0.07% | 0.09% | Q2 2018 | Q3 2023 | 10 |
Founders Financial Alliance, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 10 |
Cherry Creek Investment Advisors, Inc. | 10 | 10 | 0.67% | 0.88% | 1.07% | Q2 2021 | Q3 2023 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.12% | 0.22% | 0.35% | Q2 2021 | Q3 2023 | 10 |
Mutual Advisors, LLC | 9 | 1 | 0.02% | 0.03% | 0.09% | Q1 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.08% | 0.48% | 1.46% | Q1 2021 | Q3 2023 | 10 |
Birchcreek Wealth Management, LLC | 8 | 2 | 0.14% | 0.36% | 1.59% | Q4 2020 | Q2 2023 | 10 |
NewEdge Advisors, LLC | 8 | 2 | 0.04% | 0.24% | 0.71% | Q3 2020 | Q3 2023 | 10 |
Adero Partners, LLC | 10 | 10 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 10 | 0.10% | 0.45% | 0.78% | Q2 2021 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Private Wealth Advisors, Inc. | 10 | 10 | 0.26% | 0.28% | 0.31% | Q2 2013 | Q3 2015 | 10 |
Professional Financial Advisors, LLC | 9 | 1 | 0.06% | 0.29% | 1.30% | Q3 2020 | Q1 2023 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2017 | 10 |
Beaumont Financial Partners, LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2022 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.35% | 0.91% | 2.23% | Q2 2021 | Q3 2023 | 10 |
Intersect Capital LLC | 10 | 10 | 0.18% | 0.30% | 0.44% | Q1 2020 | Q2 2022 | 10 |
Virtu Financial LLC | 4 | 1 | 0.03% | 0.17% | 0.58% | Q1 2018 | Q3 2023 | 10 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 7 | 1 | 0.06% | 0.12% | 0.16% | Q2 2016 | Q2 2019 | 10 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.08% | 0.14% | Q4 2020 | Q1 2023 | 10 |
Foundations Investment Advisors, LLC | 3 | 1 | 0.01% | 4.12% | 8.70% | Q2 2018 | Q3 2023 | 10 |
WADE G W & INC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Keystone Financial Group | 8 | 2 | 0.04% | 0.09% | 0.11% | Q1 2021 | Q3 2023 | 10 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 10 |
FIFTH THIRD SECURITIES, INC. | 9 | 1 | 0.10% | 0.44% | 3.20% | Q2 2019 | Q3 2023 | 10 |
RFG Advisory, LLC | 8 | 1 | 0.02% | 2.24% | 7.90% | Q3 2016 | Q2 2022 | 9 |
Farmers & Merchants Trust Co of Long Beach | 9 | 9 | 0.09% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Atria Investments, Inc | 9 | 9 | 0.02% | 0.05% | 0.11% | Q3 2021 | Q3 2023 | 9 |
NORTHERN CAPITAL MANAGEMENT LLC | 9 | 9 | 0.20% | 0.30% | 0.47% | Q4 2016 | Q4 2018 | 9 |
Highlander Capital Management, LLC | 9 | 9 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
PITCAIRN CO | 6 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 9 |
Bellwether Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 9 |
Stuart Chaussee & Associates, Inc. | 5 | 4 | 0.02% | 5.84% | 13.63% | Q4 2017 | Q1 2021 | 9 |
Continuum Advisory, LLC | 7 | 2 | 0.10% | 0.34% | 0.60% | Q2 2021 | Q3 2023 | 9 |
Accurate Wealth Management, LLC | 5 | 4 | 0.12% | 0.24% | 0.42% | Q2 2021 | Q3 2023 | 9 |
CENTRAL TRUST Co | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
SPC Financial, Inc. | 9 | 9 | 1.05% | 1.15% | 1.33% | Q1 2020 | Q1 2022 | 9 |
Howard Capital Management Inc. | 5 | 1 | 0.24% | 1.29% | 8.73% | Q1 2018 | Q3 2023 | 9 |
Orin Green Financial, LLC | 9 | 9 | 0.14% | 0.20% | 0.24% | Q4 2020 | Q4 2022 | 9 |
Sunburst Financial Group, LLC | 6 | 1 | 0.07% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 9 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 6 | 3 | 0.04% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 9 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CALTON & ASSOCIATES, INC. | 7 | 1 | 0.01% | 0.08% | 0.12% | Q4 2017 | Q3 2021 | 9 |
ASPIRIANT, LLC | 5 | 4 | 0.02% | 0.08% | 0.17% | Q3 2016 | Q4 2018 | 9 |
Sandy Spring Bank | 5 | 4 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 9 |
Bell Bank | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
FIRST MANHATTAN CO. LLC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
REGIONS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2021 | 9 |
Pathway Financial Advisors LLC | 9 | 9 | 0.30% | 0.63% | 0.86% | Q4 2017 | Q4 2019 | 9 |
Personal Capital Advisors Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Regal Investment Advisors LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 9 |
Realta Investment Advisors | 6 | 3 | 0.05% | 0.09% | 0.15% | Q1 2019 | Q3 2023 | 9 |
Beaumont Asset Management, L.L.C. | 9 | 9 | 0.17% | 1.58% | 3.12% | Q2 2020 | Q2 2022 | 9 |
BANK OF THE WEST | 9 | 9 | 0.03% | 0.08% | 0.13% | Q1 2020 | Q1 2022 | 9 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 9 | 9 | 0.80% | 2.40% | 5.14% | Q3 2021 | Q3 2023 | 9 |
Ameritas Investment Company, LLC | 9 | 9 | 0.01% | 0.10% | 0.48% | Q3 2019 | Q3 2021 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2015 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
BRIDGES INVESTMENT MANAGEMENT INC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2021 | 9 |
XML Financial, LLC | 6 | 1 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q2 2023 | 9 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.13% | 0.29% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Simplicity Solutions, LLC | 5 | 1 | 0.01% | 0.29% | 0.52% | Q4 2018 | Q2 2023 | 8 |
Capstone Triton Financial Group, LLC | 4 | 1 | 0.14% | 0.96% | 1.75% | Q4 2020 | Q2 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.17% | 0.21% | 0.28% | Q4 2021 | Q3 2023 | 8 |
CERTUITY, LLC | 8 | 8 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Crescent Grove Advisors, LLC | 8 | 8 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Fortune 45 LLC | 8 | 8 | 1.52% | 4.45% | 10.88% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.25% | 0.29% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Capital Asset Advisory Services LLC | 7 | 1 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 8 |
CIBC WORLD MARKET INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
Smithfield Trust Co | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 0.40% | 0.57% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Dentgroup LLC | 8 | 8 | 0.28% | 0.35% | 0.47% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.36% | 0.44% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Trexquant Investment LP | 4 | 2 | 0.01% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 8 |
Pasadena Private Wealth, LLC | 8 | 8 | 0.19% | 0.25% | 0.38% | Q1 2020 | Q4 2021 | 8 |
Homrich & Berg | 8 | 8 | 0.01% | 0.18% | 0.30% | Q4 2019 | Q3 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.43% | 0.82% | 1.84% | Q4 2021 | Q3 2023 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.08% | 0.36% | Q4 2021 | Q3 2023 | 8 |
FORVIS Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SOA Wealth Advisors, LLC. | 8 | 8 | 0.00% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
ATWOOD & PALMER INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
LifePlan Financial Group, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Betterment LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cordasco Financial Network | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Von Berge Wealth Management Group, LLC | 8 | 8 | 4.73% | 5.45% | 6.84% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 8 | 8 | 5.69% | 6.76% | 8.19% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 8 | 8 | 0.04% | 0.21% | 0.32% | Q1 2020 | Q4 2021 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Heritage Investment Group, Inc. | 8 | 8 | 0.07% | 0.13% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 8 |
Clearstead Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Avant Capital LLC | 8 | 8 | 1.49% | 1.71% | 2.00% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.03% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.07% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
KEB ASSET MANAGEMENT, LLC | 8 | 8 | 0.12% | 0.16% | 0.23% | Q4 2021 | Q3 2023 | 8 |
AMG National Trust Bank | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 8 |
Addison Advisors LLC | 8 | 8 | 0.03% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
RDA Financial Network | 8 | 8 | 0.87% | 1.01% | 1.16% | Q4 2021 | Q3 2023 | 8 |
Epic Trust Investment Advisors, LLC | 8 | 8 | 1.45% | 2.36% | 4.71% | Q4 2021 | Q3 2023 | 8 |
Carroll Investors, Inc | 8 | 8 | 0.25% | 0.30% | 0.36% | Q4 2021 | Q3 2023 | 8 |
MEEDER ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Erickson Financial Group, LLC | 8 | 8 | 17.45% | 21.12% | 24.76% | Q4 2021 | Q3 2023 | 8 |
Activest Wealth Management | 6 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.08% | 0.35% | 0.98% | Q4 2021 | Q3 2023 | 8 |
Vantage Financial Partners, LLC | 8 | 8 | 0.20% | 0.27% | 0.37% | Q4 2021 | Q3 2023 | 8 |
BROWN BROTHERS HARRIMAN & CO | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2022 | 8 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.13% | 0.35% | Q3 2016 | Q3 2022 | 8 |
MONETARY MANAGEMENT GROUP INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 3.98% | 4.46% | 4.96% | Q4 2021 | Q3 2023 | 8 |
Madison Wealth Partners, Inc | 4 | 3 | 0.10% | 0.12% | 0.13% | Q2 2021 | Q3 2023 | 7 |
55I, LLC | 7 | 7 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2022 | 7 |
One Capital Management, LLC | 7 | 7 | 0.05% | 0.93% | 1.77% | Q1 2022 | Q3 2023 | 7 |
Timber Hill LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 7 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.03% | 0.10% | 0.16% | Q4 2019 | Q2 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 8.44% | 9.84% | 10.90% | Q1 2022 | Q3 2023 | 7 |
JANICZEK WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
EVOKE WEALTH, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 7 |
Allegis Investment Advisors, LLC | 7 | 7 | 0.20% | 3.36% | 6.83% | Q3 2016 | Q1 2018 | 7 |
Barber Financial Group, Inc. | 6 | 1 | 0.05% | 0.65% | 4.06% | Q2 2017 | Q1 2023 | 7 |
American Trust | 7 | 7 | 0.02% | 0.93% | 3.89% | Q1 2022 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Advisor Resource Council | 6 | 1 | 0.04% | 0.12% | 0.26% | Q2 2021 | Q1 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
TOWNSQUARE CAPITAL LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 7 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q4 2021 | 7 |
Bartlett & Co. LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
Baystate Wealth Management LLC | 7 | 7 | 0.01% | 0.14% | 0.22% | Q1 2022 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.13% | 0.16% | 0.21% | Q1 2022 | Q3 2023 | 7 |
TD Capital Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Plante Moran Financial Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Intrua Financial, LLC | 7 | 7 | 0.08% | 0.11% | 0.13% | Q3 2021 | Q1 2023 | 7 |
Eagle Strategies LLC | 4 | 3 | 0.32% | 0.48% | 0.88% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 1.72% | 2.20% | 3.01% | Q1 2022 | Q3 2023 | 7 |
Cornerstone Management, Inc. | 6 | 1 | 0.04% | 0.04% | 0.07% | Q3 2020 | Q1 2023 | 7 |
National Wealth Management Group, LLC | 5 | 2 | 0.25% | 0.38% | 0.80% | Q4 2021 | Q3 2023 | 7 |
Concord Wealth Partners | 4 | 3 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
JOHNSON INVESTMENT COUNSEL INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Interchange Capital Partners, LLC | 6 | 1 | 0.12% | 0.86% | 1.93% | Q1 2021 | Q1 2023 | 7 |
Asset Management Resources, LLC | 4 | 3 | 2.91% | 4.18% | 5.54% | Q4 2021 | Q3 2023 | 7 |
Barnett & Company, Inc. | 4 | 3 | 0.01% | 0.08% | 0.19% | Q2 2020 | Q2 2022 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 0.09% | 0.11% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.09% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.05% | 0.19% | Q1 2020 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Equitable Holdings, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 7 |
Stonegate Investment Group, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.17% | 0.19% | 0.20% | Q1 2022 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 7 |
Applied Capital LLC | 7 | 7 | 0.36% | 0.52% | 0.62% | Q1 2021 | Q3 2022 | 7 |
Valeo Financial Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
HOWE & RUSLING INC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.66% | 0.92% | 1.14% | Q1 2022 | Q3 2023 | 7 |
Blackston Financial Advisory Group, LLC | 7 | 7 | 9.10% | 10.01% | 10.71% | Q4 2021 | Q2 2023 | 7 |
Advisory Alpha, LLC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Redwood Financial Network Corp | 6 | 6 | 0.53% | 0.77% | 1.00% | Q1 2022 | Q2 2023 | 6 |
Sage Investment Advisers LLC | 3 | 1 | 0.31% | 0.66% | 1.37% | Q4 2021 | Q3 2023 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.04% | 0.15% | 0.25% | Q4 2014 | Q1 2016 | 6 |
Forum Private Client Group LLC | 6 | 6 | 1.63% | 1.88% | 2.35% | Q1 2022 | Q2 2023 | 6 |
Consolidated Planning Corp | 5 | 1 | 0.04% | 0.35% | 1.06% | Q3 2021 | Q3 2023 | 6 |
Clark Capital Management Group, Inc. | 4 | 1 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q2 2023 | 6 |
FFT WEALTH MANAGEMENT LLC | 6 | 6 | 0.16% | 0.35% | 0.70% | Q4 2020 | Q1 2022 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2021 | 6 |
Helen Stephens Group, LLC | 3 | 3 | 0.12% | 0.16% | 0.26% | Q4 2021 | Q3 2023 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6 | 6 | 0.08% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
EVERGREEN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Private Ocean, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
City State Bank | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Tradition Wealth Management, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2017 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Empowered Funds, LLC | 2 | 2 | 0.07% | 1.00% | 2.04% | Q2 2020 | Q3 2023 | 6 |
Elite Wealth Management, Inc. | 4 | 2 | 0.11% | 0.22% | 0.52% | Q1 2013 | Q3 2014 | 6 |
Drake & Associates, LLC | 6 | 6 | 5.83% | 6.41% | 7.09% | Q2 2022 | Q3 2023 | 6 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
DAVIDSON TRUST CO | 4 | 2 | 0.16% | 0.17% | 0.17% | Q2 2021 | Q3 2023 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.20% | 1.16% | Q2 2022 | Q3 2023 | 6 |
Hubbell Strickland Wealth Management, LLC | 4 | 2 | 0.13% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 6 |
Spectrum Planning & Advisory Services Inc. | 4 | 2 | 0.19% | 0.24% | 0.32% | Q2 2021 | Q3 2023 | 6 |
NorthCrest Asset Manangement, LLC | 3 | 1 | 0.12% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q1 2022 | 6 |
Investors Capital Advisory Services | 6 | 6 | 0.05% | 0.07% | 0.08% | Q1 2015 | Q2 2016 | 6 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
Tower Wealth Partners, Inc. | 6 | 6 | 8.13% | 9.76% | 13.61% | Q2 2022 | Q3 2023 | 6 |
BOKF, NA | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
ST GERMAIN D J CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2023 | 6 |
TRUST CO OF VERMONT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Biltmore Capital Advisors LLC | 6 | 6 | 4.55% | 5.40% | 7.15% | Q3 2020 | Q4 2021 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Summit Financial, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 4 | 1 | 1.72% | 2.12% | 2.54% | Q2 2013 | Q1 2019 | 6 |
Stone Asset Management Inc. | 6 | 6 | 2.33% | 4.66% | 8.79% | Q4 2021 | Q1 2023 | 6 |
Wealthspire Advisors, L.P. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 6 |
Rosenberg Matthew Hamilton | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
EVERETT HARRIS & CO /CA/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
StoneX Group Inc. | 6 | 6 | 0.15% | 0.18% | 0.20% | Q3 2020 | Q4 2021 | 6 |
Pure Financial Advisors, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2023 | 6 |
Snowden Capital Advisors LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Global Financial Private Capital, Inc | 5 | 5 | 1.01% | 1.26% | 1.73% | Q2 2019 | Q2 2020 | 5 |
Aptus Capital Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Resource Management, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q3 2020 | 5 |
Burleson & Company, LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q4 2022 | 5 |
CHURCHILL MANAGEMENT Corp | 5 | 5 | 0.21% | 0.24% | 0.28% | Q4 2020 | Q4 2021 | 5 |
Cerity Partners LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
Maryland Capital Management | 5 | 5 | 0.11% | 0.12% | 0.12% | Q1 2021 | Q1 2022 | 5 |
Financial Enhancement Group LLC | 4 | 1 | 0.04% | 6.82% | 8.78% | Q4 2015 | Q1 2019 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.05% | 0.08% | 0.15% | Q4 2021 | Q4 2022 | 5 |
Destination Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
TEXAS CAPITAL BANCSHARES INC/TX | 2 | 1 | 0.29% | 1.95% | 3.82% | Q3 2015 | Q4 2019 | 5 |
QUADRANT CAPITAL GROUP LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
EATON VANCE MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
COLONY GROUP LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 5 |
Fulcrum Equity Management | 3 | 1 | 0.13% | 0.80% | 1.19% | Q2 2021 | Q3 2023 | 5 |
Asset Dedication, LLC | 4 | 1 | 1.57% | 1.74% | 1.90% | Q4 2017 | Q3 2020 | 5 |
Legacy Financial Advisors, Inc. | 5 | 5 | 0.14% | 0.18% | 0.29% | Q3 2022 | Q3 2023 | 5 |
Elevated Capital Advisors, LLC | 5 | 5 | 0.13% | 0.15% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Bangor Savings Bank | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
UBS ASSET MANAGEMENT AMERICAS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
SMITH, MOORE & CO. | 5 | 5 | 0.05% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
HBK Sorce Advisory LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 5 |
CBIZ Investment Advisory Services, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 3 | 2 | 0.10% | 0.12% | 0.15% | Q3 2021 | Q2 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 1.70% | 2.47% | 3.02% | Q1 2015 | Q1 2016 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.07% | 0.24% | Q4 2019 | Q2 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.20% | 0.26% | 0.29% | Q4 2022 | Q4 2023 | 5 |
Sage Advisory Services, Ltd.Co. | 5 | 5 | 2.90% | 6.41% | 7.55% | Q4 2021 | Q4 2022 | 5 |
CGN Advisors LLC | 5 | 5 | 0.11% | 0.16% | 0.22% | Q4 2020 | Q4 2021 | 5 |
Capital Group Private Client Services, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
TBH Global Asset Management, LLC | 5 | 5 | 0.07% | 0.09% | 0.10% | Q4 2019 | Q4 2020 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 1 | 0.09% | 0.11% | 0.16% | Q3 2019 | Q3 2022 | 5 |
JNBA Financial Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
PFS INVESTMENTS INC. | 5 | 5 | 0.19% | 0.51% | 0.65% | Q4 2021 | Q4 2022 | 5 |
AdvisorNet Financial, Inc | 4 | 1 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q3 2021 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.82% | 0.93% | 1.02% | Q4 2021 | Q4 2022 | 5 |
Sterling Manor Financial, LLC | 5 | 5 | 0.26% | 0.29% | 0.36% | Q4 2020 | Q4 2021 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Center for Financial Planning, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Global Wealth Management Investment Advisory, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 5 |
MAI Capital Management | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Mayfair Advisory Group, LLC | 4 | 4 | 0.29% | 0.32% | 0.34% | Q2 2021 | Q1 2022 | 4 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 4 | 4 | 0.09% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q1 2023 | 4 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 4 |
Redhawk Wealth Advisors, Inc. | 3 | 1 | 0.03% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 4 |
Cassady Schiller Wealth Management, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Breakwater Capital Group | 4 | 4 | 0.72% | 0.83% | 0.95% | Q4 2022 | Q3 2023 | 4 |
O'Dell Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
NORTHSTAR WEALTH PARTNERS LLC | 4 | 4 | 0.31% | 0.81% | 1.21% | Q1 2017 | Q4 2017 | 4 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2021 | 4 |
Carr Financial Group Corp | 4 | 4 | 1.88% | 3.56% | 5.13% | Q4 2022 | Q3 2023 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Canvas Wealth Advisors, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
LVZ, Inc. | 4 | 4 | 0.04% | 0.11% | 0.19% | Q1 2020 | Q4 2020 | 4 |
IndexIQ Advisors LLC | 4 | 4 | 0.00% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.40% | 0.47% | 0.52% | Q4 2022 | Q3 2023 | 4 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 4 |
NATIONAL PLANNING CORP | 2 | 1 | 0.01% | 0.17% | 0.35% | Q4 2013 | Q3 2017 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.21% | 0.80% | Q4 2022 | Q3 2023 | 4 |
IBERIABANK CORP | 3 | 1 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q2 2019 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.78% | 0.90% | 0.98% | Q4 2022 | Q3 2023 | 4 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Fee-Only Financial Planning, L.C. | 4 | 4 | 0.60% | 0.71% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Waldron Private Wealth LLC | 3 | 1 | 0.01% | 0.03% | 0.09% | Q3 2015 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.48% | 0.53% | 0.57% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ProVise Management Group, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Provident Wealth Management, LLC | 2 | 1 | 0.14% | 0.26% | 0.38% | Q3 2020 | Q4 2021 | 4 |
BANCORPSOUTH INC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q1 2017 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 28.82% | 33.43% | 35.83% | Q4 2022 | Q3 2023 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
RETIREMENT GUYS FORMULA LLC | 4 | 4 | 0.30% | 0.47% | 0.89% | Q4 2021 | Q3 2022 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Edge Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2018 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.06% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 4 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.13% | 0.33% | Q2 2020 | Q4 2021 | 4 |
Venture Visionary Partners LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Tevis Investment Management | 4 | 4 | 0.17% | 0.19% | 0.20% | Q4 2021 | Q3 2022 | 4 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 4.87% | 5.98% | 6.43% | Q4 2022 | Q3 2023 | 4 |
HM PAYSON & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
1834 INVESTMENT ADVISORS CO | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Private Wealth Group, LLC | 4 | 4 | 0.36% | 0.55% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Chevy Chase Trust Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.54% | 0.64% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Clarity Financial LLC | 2 | 1 | 0.04% | 0.12% | 0.34% | Q2 2022 | Q3 2023 | 4 |
SouthState Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ARGI Investment Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.16% | 0.62% | 0.92% | Q1 2023 | Q4 2023 | 4 |
Solstein Capital, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Integrated Wealth Management | 4 | 4 | 0.09% | 0.89% | 1.30% | Q2 2016 | Q1 2017 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.43% | 0.44% | 0.46% | Q4 2020 | Q3 2021 | 4 |
LWMG, LLC | 4 | 4 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Sawyer & Company, Inc | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BBVA USA Bancshares, Inc. | 4 | 4 | 0.26% | 0.27% | 0.29% | Q1 2020 | Q4 2020 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.24% | 1.53% | 2.04% | Q4 2019 | Q3 2020 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.00% | 0.14% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Americana Partners, LLC | 2 | 2 | 0.03% | 0.10% | 0.15% | Q1 2021 | Q3 2023 | 4 |
Cresset Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Winch Advisory Services, LLC | 2 | 1 | 0.01% | 0.04% | 0.13% | Q2 2016 | Q3 2023 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.26% | 0.31% | 0.36% | Q4 2022 | Q3 2023 | 4 |
GoalVest Advisory LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.10% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Fortis Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
SIENA CAPITAL LLC | 4 | 4 | 0.32% | 0.37% | 0.44% | Q4 2021 | Q3 2022 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.06% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
OLD MISSION CAPITAL LLC | 3 | 3 | 0.06% | 0.14% | 0.22% | Q1 2020 | Q3 2020 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.57% | 0.61% | 0.64% | Q1 2023 | Q3 2023 | 3 |
Ballast, Inc. | 3 | 3 | 0.37% | 0.40% | 0.42% | Q4 2017 | Q2 2018 | 3 |
THEORY FINANCIAL LLC | 3 | 3 | 2.14% | 2.23% | 2.36% | Q4 2021 | Q2 2022 | 3 |
Arden Trust Co | 2 | 1 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q2 2020 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
180 WEALTH ADVISORS, LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Spears Abacus Advisors LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q4 2022 | 3 |
Stearns Financial Services Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Mill Creek Capital Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.56% | 1.02% | 1.52% | Q1 2023 | Q3 2023 | 3 |
LexAurum Advisors, LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q4 2020 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Michael S. Ryan, Inc. | 3 | 3 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q4 2023 | 3 |
Mirae Asset Global Investments Co., Ltd. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 3 | 3 | 0.14% | 1.31% | 2.94% | Q4 2021 | Q2 2022 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CreativeOne Wealth, LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q2 2023 | 3 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2022 | Q2 2023 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.64% | 0.79% | 0.95% | Q4 2020 | Q2 2021 | 3 |
SILVERLAKE WEALTH MANAGEMENT LLC | 3 | 3 | 0.19% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Asset Advisors Investment Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
TPB WEALTH ADVISORS | 2 | 1 | 0.59% | 0.83% | 1.14% | Q4 2020 | Q3 2021 | 3 |
Grant Street Asset Management, Inc. | 2 | 1 | 0.04% | 0.06% | 0.12% | Q4 2020 | Q3 2022 | 3 |
Seven Springs Wealth Group, LLC | 2 | 1 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q2 2023 | 3 |
Resurgent Financial Advisors LLC | 2 | 1 | 0.01% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Rice Partnership, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
MMBG INVESTMENT ADVISORS CO. | 3 | 3 | 0.06% | 0.07% | 0.09% | Q3 2022 | Q1 2023 | 3 |
PITTENGER & ANDERSON INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Virtue Capital Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
DOLIVER ADVISORS, LP | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2022 | Q3 2022 | 3 |
Evercore Wealth Management, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q2 2018 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.01% | 0.06% | 0.09% | Q1 2019 | Q3 2019 | 3 |
Human Investing LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Vontobel Holding Ltd. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Truvestments Capital LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 3 |
EPG Wealth Management LLC | 2 | 1 | 0.03% | 0.06% | 0.13% | Q4 2019 | Q2 2021 | 3 |
CMC Financial Group | 2 | 1 | 0.30% | 0.40% | 0.55% | Q3 2019 | Q3 2020 | 3 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
PFG Advisors | 1 | 1 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 3 |
TOMPKINS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Compass Ion Advisors, LLC | 3 | 3 | 0.08% | 0.14% | 0.18% | Q2 2020 | Q4 2020 | 3 |
Brendel Financial Advisors LLC | 3 | 3 | 0.36% | 0.41% | 0.47% | Q1 2020 | Q3 2020 | 3 |
Hilltop Holdings Inc. | 2 | 1 | 0.13% | 0.27% | 0.50% | Q3 2021 | Q3 2023 | 3 |
Providence Capital Advisors, LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q4 2020 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Kensington Asset Management, LLC | 3 | 3 | 3.35% | 7.75% | 10.06% | Q1 2023 | Q3 2023 | 3 |
Spotlight Asset Group, Inc. | 2 | 1 | 0.08% | 0.19% | 0.29% | Q4 2019 | Q4 2020 | 3 |
Financial Engines Advisors L.L.C. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
TD Waterhouse Canada Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Sonora Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
BAKER BOYER NATIONAL BANK | 3 | 3 | 1.19% | 1.21% | 1.23% | Q3 2017 | Q1 2018 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.08% | 0.24% | Q3 2020 | Q4 2022 | 3 |
Aaron Wealth Advisors LLC | 3 | 3 | 0.04% | 0.07% | 0.12% | Q1 2022 | Q3 2022 | 3 |
Bristlecone Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q2 2023 | 3 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.09% | 0.12% | 0.19% | Q4 2022 | Q2 2023 | 3 |
Chesley Taft & Associates LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q4 2017 | 3 |
THOMPSON DAVIS & CO., INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
TFB Advisors LLC | 3 | 3 | 4.78% | 5.84% | 6.85% | Q4 2022 | Q2 2023 | 3 |
Vertex Planning Partners, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.02% | 0.06% | 0.08% | Q3 2021 | Q3 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PEAK FINANCIAL ADVISORS LLC | 3 | 3 | 1.81% | 3.48% | 5.02% | Q2 2021 | Q4 2021 | 3 |
American Planning Services, Inc. | 3 | 3 | 0.37% | 4.87% | 7.28% | Q1 2023 | Q3 2023 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
JBJ Investment Partners, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
SUNTRUST BANKS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 3 |
Fiera Capital Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Worth Asset Management, LLC | 3 | 3 | 0.15% | 0.73% | 1.18% | Q1 2023 | Q3 2023 | 3 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Twele Capital Management, Inc. | 2 | 2 | 0.43% | 0.44% | 0.44% | Q2 2013 | Q3 2013 | 2 |
Cornerstone Planning Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kaydan Wealth Management, Inc. | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q2 2022 | 2 |
Sentinus, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q2 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Gunma Bank,Ltd. | 1 | 1 | 1.17% | 1.18% | 1.18% | Q1 2021 | Q3 2021 | 2 |
CORNERCAP INVESTMENT COUNSEL INC | 1 | 1 | 1.12% | 1.63% | 2.14% | Q3 2021 | Q1 2022 | 2 |
McAdam, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Buttonwood Financial Advisors Inc. | 2 | 2 | 0.23% | 0.28% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.15% | 0.18% | 0.21% | Q3 2021 | Q4 2021 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.13% | 0.15% | 0.18% | Q2 2013 | Q3 2013 | 2 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 2 |
Sterling Investment Counsel, LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.27% | 0.46% | 0.65% | Q3 2018 | Q4 2018 | 2 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Zhang Financial LLC | 2 | 2 | 0.18% | 0.21% | 0.24% | Q2 2023 | Q3 2023 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Trek Financial, LLC | 2 | 2 | 0.18% | 0.21% | 0.23% | Q3 2021 | Q4 2021 | 2 |
Good Life Advisors, LLC | 1 | 1 | 0.08% | 0.10% | 0.13% | Q4 2016 | Q3 2023 | 2 |
IAMS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.46% | 0.49% | 0.52% | Q1 2023 | Q2 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FIRST AMERICAN TRUST, FSB | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ClearBridge Investments | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.00% | 0.14% | 0.28% | Q4 2022 | Q1 2023 | 2 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Bleakley Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Hugh Johnson Advisors LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q3 2013 | 2 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INR ADVISORY SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.20% | 0.28% | 0.36% | Q2 2017 | Q1 2020 | 2 |
TCP Asset Management, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q2 2023 | 2 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.02% | 0.11% | 0.21% | Q3 2018 | Q4 2022 | 2 |
MILESTONE WEALTH, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2022 | Q3 2022 | 2 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2021 | 2 |
WMS Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
DAVIDSON INVESTMENT ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Gratus Capital, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q4 2018 | 2 |
GODSEY & GIBB, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q4 2015 | 2 |
LVW Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
DOVER ADVISORS, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.28% | 0.30% | 0.30% | Q4 2022 | Q1 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Your Advocates Ltd., LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
DRW Securities, LLC | 1 | 1 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2013 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 2 | 2 | 1.25% | 1.27% | 1.29% | Q2 2018 | Q3 2018 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Deane Retirement Strategies, Inc. | 2 | 2 | 2.08% | 3.65% | 5.22% | Q1 2023 | Q2 2023 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.01% | 3.04% | 6.08% | Q4 2021 | Q3 2023 | 2 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2020 | 2 |
MFA WEALTH ADVISORS, LLC | 2 | 2 | 7.55% | 7.89% | 8.22% | Q2 2023 | Q3 2023 | 2 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 5.87% | 7.35% | 8.83% | Q2 2021 | Q1 2022 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Gateway Wealth Partners, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Southern Farm Bureau Life Insurance | 2 | 2 | 0.28% | 0.29% | 0.29% | Q3 2021 | Q4 2021 | 2 |
PrairieView Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Legacy Trust | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
VALICENTI ADVISORY SERVICES INC | 2 | 2 | 1.98% | 2.02% | 2.05% | Q2 2023 | Q3 2023 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.56% | 1.17% | 1.78% | Q3 2020 | Q4 2021 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Tidal Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
WIN ADVISORS, INC | 1 | 1 | 0.18% | 0.65% | 1.12% | Q1 2023 | Q3 2023 | 2 |
AdvicePeriod, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Spinnaker Investment Group, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
IFC Holdings Incorporated/FL | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.35% | 0.36% | 0.36% | Q2 2023 | Q3 2023 | 2 |
SP Asset Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
WMG Financial Advisors, LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q4 2021 | Q1 2022 | 2 |
Field & Main Bank | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
FISCHER INVESTMENT STRATEGIES, LLC | 2 | 2 | 4.20% | 4.25% | 4.31% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MWA Asset Management | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Mirador Capital Partners LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2023 | Q1 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARS Wealth Advisors Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
COWA, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Blue Chip Wealth Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
BROWN WEALTH MANAGEMENT, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2022 | Q2 2022 | 1 |
First Personal Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2021 | Q4 2021 | 1 |
Ergoteles LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Bank of Kentucky, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Thomasville National Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Global Index Advisors Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2014 | Q2 2014 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Sensible Financial Planning & Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
4Thought Financial Group Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2019 | Q4 2019 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q2 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EA Series Trust | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
New England Capital Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MADISON INVESTMENT HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ALPS ADVISORS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Avitas Wealth Management LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q2 2022 | Q2 2022 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Geller Advisors LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2014 | Q3 2014 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Goepper Burkhardt LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2014 | Q3 2014 | 1 |
Rinkey Investments | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
TOTAL INVESTMENT MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
JT Stratford LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Diversified, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Crane Advisory, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2022 | Q3 2022 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q1 2023 | Q1 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Truepoint, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2022 | Q4 2022 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Wealthstreet Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
FOREFRONT WEALTH MANAGEMENT INC. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2021 | Q4 2021 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Retireful, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2023 | Q1 2023 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Brown Miller Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
Dakota Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COLLECTIVE FAMILY OFFICE LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2022 | Q1 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
HORIZON FINANCIAL SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EQUITEC SPECIALISTS, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Palo Capital, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 2.69% | 2.69% | 2.69% | Q2 2023 | Q2 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
NAPLES GLOBAL ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Prostatis Group LLC | 1 | 1 | 3.43% | 3.43% | 3.43% | Q3 2020 | Q3 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arkos Global Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Marks Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2021 | Q1 2021 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Balentine LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
RF&L WEALTH MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 9.65% | 9.65% | 9.65% | Q1 2022 | Q1 2022 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Advisors Preferred, LLC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q4 2020 | Q4 2020 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2021 | Q3 2021 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Walkner Condon Financial Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
HARVEST CAPITAL MANAGEMENT INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2017 | Q1 2017 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
WJ Wealth Management, LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q2 2020 | Q2 2020 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own VANGUARD WORLD FD or have owned VANGUARD WORLD FD in the past.