Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LEAVELL INVESTMENT MANAGEMENT, INC. | 43 | 18 | 0.02% | 6.85% | 34.91% | Q2 2007 | Q3 2023 | 61 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 59 |
HUNTINGTON NATIONAL BANK | 35 | 20 | 0.00% | 0.02% | 0.06% | Q2 2009 | Q3 2023 | 57 |
MUFG Americas Holdings Corp | 20 | 11 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q3 2022 | 44 |
GOLDMAN SACHS GROUP INC | 39 | 2 | 0.00% | 0.01% | 0.08% | Q2 2012 | Q3 2023 | 44 |
Freedom Investment Management, Inc. | 43 | 43 | 0.08% | 1.13% | 2.82% | Q1 2013 | Q3 2023 | 43 |
LPL Financial LLC | 42 | 42 | 0.07% | 0.22% | 0.45% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.32% | 0.52% | 0.86% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BLB&B Advisors, LLC | 42 | 42 | 0.03% | 0.14% | 0.33% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.29% | 1.00% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 21 | 21 | 0.02% | 0.10% | 0.35% | Q1 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.01% | 0.09% | 0.30% | Q4 2012 | Q1 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.33% | 0.78% | 1.34% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.11% | 0.21% | 0.36% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.01% | 0.25% | 1.08% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.08% | 0.34% | 0.62% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.23% | 0.49% | 0.80% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.04% | 0.37% | 0.94% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.01% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.11% | 0.34% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.06% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.14% | 1.03% | 3.32% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.01% | 0.80% | 2.63% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 42 | 42 | 5.85% | 8.64% | 11.70% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.06% | 0.19% | 0.58% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 42 | 42 | 0.74% | 1.39% | 2.39% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.03% | 0.09% | 0.29% | Q2 2013 | Q3 2023 | 42 |
SignalPoint Asset Management, LLC | 42 | 42 | 0.85% | 1.41% | 2.84% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.09% | 0.31% | 0.56% | Q2 2013 | Q3 2023 | 41 |
EVERETT HARRIS & CO /CA/ | 41 | 41 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.04% | 0.14% | 0.31% | Q3 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.03% | 0.33% | 1.07% | Q4 2013 | Q4 2023 | 41 |
M&T BANK CORP | 26 | 15 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.03% | 0.10% | 0.31% | Q3 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 30 | 11 | 0.01% | 0.06% | 0.55% | Q2 2013 | Q3 2023 | 41 |
B. Riley Wealth Advisors, Inc. | 36 | 5 | 0.05% | 0.51% | 1.35% | Q2 2013 | Q3 2023 | 41 |
Gradient Investments LLC | 24 | 17 | 0.00% | 0.39% | 1.98% | Q2 2013 | Q3 2023 | 41 |
Evanson Asset Management, LLC | 40 | 40 | 0.05% | 0.10% | 0.22% | Q4 2013 | Q3 2023 | 40 |
NewSquare Capital LLC | 40 | 40 | 0.00% | 0.80% | 1.71% | Q4 2013 | Q3 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 1.12% | 5.00% | 8.99% | Q4 2013 | Q3 2023 | 40 |
Beacon Capital Management, Inc. | 40 | 40 | 0.03% | 7.07% | 32.94% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 38 | 1 | 0.04% | 0.25% | 0.62% | Q3 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.04% | 0.08% | 0.11% | Q1 2014 | Q3 2023 | 39 |
RAYMOND JAMES TRUST N.A. | 38 | 1 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 39 |
Marquette Asset Management, LLC | 39 | 39 | 0.01% | 0.84% | 4.32% | Q4 2013 | Q2 2023 | 39 |
OPPENHEIMER & CO INC | 39 | 39 | 0.01% | 0.03% | 0.43% | Q1 2014 | Q3 2023 | 39 |
Private Advisor Group, LLC | 38 | 1 | 0.01% | 0.24% | 0.60% | Q4 2013 | Q3 2023 | 39 |
Gemmer Asset Management LLC | 38 | 38 | 1.10% | 1.98% | 3.19% | Q2 2014 | Q3 2023 | 38 |
FARMERS & MERCHANTS INVESTMENTS INC | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 38 | 38 | 0.10% | 0.81% | 4.68% | Q2 2014 | Q3 2023 | 38 |
Kovack Advisors, Inc. | 38 | 38 | 0.07% | 0.15% | 0.32% | Q2 2014 | Q3 2023 | 38 |
Coastline Trust Co | 38 | 38 | 0.05% | 0.78% | 1.40% | Q2 2013 | Q3 2022 | 38 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 34 | 3 | 0.00% | 0.26% | 0.69% | Q2 2013 | Q3 2023 | 37 |
Dynamic Advisor Solutions LLC | 33 | 4 | 0.04% | 0.24% | 0.76% | Q2 2014 | Q3 2023 | 37 |
Avior Wealth Management, LLC | 37 | 37 | 0.01% | 0.15% | 0.66% | Q3 2014 | Q3 2023 | 37 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.04% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 37 |
Asset Management Group, Inc. | 36 | 36 | 0.42% | 1.57% | 2.79% | Q4 2014 | Q3 2023 | 36 |
S. R. Schill & Associates | 36 | 36 | 0.16% | 1.91% | 9.61% | Q4 2014 | Q3 2023 | 36 |
Willow Creek Wealth Management Inc. | 36 | 36 | 0.57% | 23.09% | 43.99% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.02% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 36 |
Diana Davis Spencer Foundation | 36 | 36 | 39.54% | 40.53% | 41.53% | Q4 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.01% | 0.06% | 0.14% | Q4 2014 | Q3 2023 | 36 |
Northstar Group, Inc. | 36 | 36 | 0.13% | 0.67% | 1.15% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.04% | 0.12% | 0.24% | Q4 2014 | Q3 2023 | 36 |
Joel Isaacson & Co., LLC | 35 | 1 | 0.00% | 0.07% | 0.11% | Q4 2012 | Q3 2023 | 36 |
FC Advisory LLC | 36 | 36 | 4.02% | 6.34% | 8.61% | Q1 2015 | Q4 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.07% | 0.31% | 1.01% | Q4 2014 | Q3 2023 | 36 |
BANK OF STOCKTON | 20 | 5 | 0.21% | 4.38% | 14.01% | Q2 2013 | Q3 2023 | 35 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 21 | 14 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q3 2022 | 35 |
OLD NATIONAL BANCORP /IN/ | 35 | 35 | 0.05% | 0.35% | 0.82% | Q1 2015 | Q3 2023 | 35 |
JPMORGAN CHASE & CO | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Diversified Portfolios, Inc. | 26 | 9 | 3.43% | 9.04% | 13.26% | Q4 2014 | Q3 2023 | 35 |
TRUST CO OF VIRGINIA /VA | 35 | 35 | 0.02% | 0.55% | 1.52% | Q4 2013 | Q2 2022 | 35 |
Country Club Trust Company, n.a. | 35 | 35 | 0.05% | 0.19% | 0.46% | Q2 2013 | Q4 2021 | 35 |
Godshalk Welsh Capital Management, Inc. | 34 | 1 | 0.05% | 1.09% | 2.81% | Q4 2014 | Q3 2023 | 35 |
VALLEY NATIONAL ADVISERS INC | 35 | 35 | 0.00% | 0.03% | 0.10% | Q1 2015 | Q3 2023 | 35 |
PARSONS CAPITAL MANAGEMENT INC/RI | 35 | 35 | 0.03% | 0.15% | 0.29% | Q1 2015 | Q3 2023 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.28% | 0.54% | Q2 2015 | Q3 2023 | 34 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 34 | 34 | 0.06% | 0.33% | 0.98% | Q4 2013 | Q1 2022 | 34 |
Prospera Financial Services Inc | 18 | 4 | 0.01% | 0.20% | 0.41% | Q4 2013 | Q3 2023 | 34 |
Ameritas Investment Partners, Inc. | 34 | 34 | 0.00% | 0.20% | 0.36% | Q2 2015 | Q3 2023 | 34 |
Advisory Services Network, LLC | 27 | 7 | 0.00% | 0.03% | 0.09% | Q1 2015 | Q3 2023 | 34 |
CENTRAL TRUST Co | 30 | 1 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q3 2023 | 34 |
FARR MILLER & WASHINGTON LLC/DC | 34 | 34 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2021 | 34 |
Franklin, Parlapiano, Turner & Welch, LLC | 33 | 33 | 7.48% | 10.56% | 12.01% | Q3 2015 | Q3 2023 | 33 |
Patten Group, Inc. | 33 | 33 | 0.00% | 0.22% | 0.68% | Q3 2015 | Q3 2023 | 33 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 1 | 0.00% | 0.02% | 0.12% | Q4 2014 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.22% | 0.62% | 1.74% | Q3 2015 | Q3 2023 | 33 |
TRUST CO OF VERMONT | 29 | 4 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 33 |
Moisand Fitzgerald Tamayo, LLC | 32 | 32 | 0.05% | 0.63% | 1.86% | Q4 2015 | Q3 2023 | 32 |
Compass Financial Group, Inc. | 32 | 32 | 0.93% | 1.41% | 1.92% | Q4 2015 | Q3 2023 | 32 |
Day & Ennis, LLC | 32 | 32 | 1.70% | 4.71% | 10.84% | Q4 2015 | Q3 2023 | 32 |
REGIONS FINANCIAL CORP | 11 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
PINNACLE FINANCIAL PARTNERS INC | 32 | 32 | 0.11% | 0.66% | 4.09% | Q4 2015 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.14% | 0.31% | 0.52% | Q2 2013 | Q1 2021 | 32 |
Roundview Capital LLC | 32 | 32 | 0.10% | 0.29% | 1.31% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.04% | 0.26% | 0.68% | Q1 2016 | Q4 2023 | 32 |
BANK OF HAWAII | 32 | 32 | 0.03% | 0.18% | 0.43% | Q4 2015 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.04% | 0.17% | 0.36% | Q4 2015 | Q3 2023 | 32 |
SALEM INVESTMENT COUNSELORS INC | 18 | 14 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 32 |
HT Partners LLC | 31 | 31 | 0.35% | 3.09% | 4.46% | Q1 2016 | Q3 2023 | 31 |
MEEDER ASSET MANAGEMENT INC | 31 | 31 | 0.00% | 0.27% | 1.51% | Q1 2016 | Q3 2023 | 31 |
Affiance Financial, LLC | 18 | 13 | 0.04% | 1.59% | 5.97% | Q1 2015 | Q4 2022 | 31 |
Atria Investments, Inc | 17 | 14 | 0.10% | 0.22% | 0.54% | Q4 2015 | Q3 2023 | 31 |
Argent Trust Co | 17 | 14 | 0.01% | 0.10% | 0.22% | Q1 2015 | Q1 2023 | 31 |
Lido Advisors, LLC | 31 | 31 | 0.01% | 0.06% | 0.23% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.10% | 0.57% | 1.49% | Q1 2016 | Q3 2023 | 31 |
MERIDIAN INVESTMENT COUNSEL INC. | 31 | 31 | 0.08% | 0.15% | 0.25% | Q4 2015 | Q2 2023 | 31 |
Hanson & Doremus Investment Management | 26 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 31 |
Efficient Advisors, LLC | 31 | 31 | 0.05% | 2.85% | 8.29% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.03% | 0.14% | 0.42% | Q4 2015 | Q3 2023 | 31 |
DUBUQUE BANK & TRUST CO | 15 | 3 | 0.00% | 0.06% | 0.27% | Q1 2014 | Q3 2023 | 30 |
JANE STREET GROUP, LLC | 20 | 1 | 0.00% | 0.04% | 0.20% | Q1 2014 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.04% | 0.19% | 0.51% | Q2 2013 | Q3 2020 | 30 |
First Heartland Consultants, Inc. | 30 | 30 | 0.02% | 0.38% | 0.68% | Q2 2016 | Q3 2023 | 30 |
FRANKLIN RESOURCES INC | 16 | 14 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 30 |
BerganKDV Wealth Management, LLC | 30 | 30 | 0.24% | 0.44% | 0.83% | Q1 2016 | Q2 2023 | 30 |
HEADINVEST, LLC | 18 | 12 | 0.18% | 0.37% | 0.81% | Q1 2015 | Q3 2023 | 30 |
REILLY FINANCIAL ADVISORS, LLC | 27 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 30 |
BLAIR WILLIAM & CO/IL | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
ORRSTOWN FINANCIAL SERVICES INC | 30 | 30 | 0.04% | 0.61% | 1.10% | Q4 2014 | Q1 2022 | 30 |
BlackRock Inc. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 30 |
Harel Insurance Investments & Financial Services Ltd. | 15 | 1 | 0.05% | 0.15% | 0.33% | Q4 2015 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 29 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.20% | 0.84% | Q2 2014 | Q4 2021 | 29 |
Pinkerton Retirement Specialists, LLC | 14 | 3 | 0.03% | 3.66% | 8.34% | Q4 2014 | Q3 2023 | 29 |
Bartlett & Co. LLC | 10 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2023 | 29 |
GAMBLE JONES INVESTMENT COUNSEL | 24 | 5 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2022 | 29 |
Cornerstone Wealth Management, LLC | 25 | 1 | 0.48% | 1.26% | 2.28% | Q1 2016 | Q3 2023 | 29 |
Financial Architects, Inc | 25 | 4 | 0.00% | 0.22% | 0.47% | Q1 2016 | Q2 2023 | 29 |
Loudon Investment Management, LLC | 16 | 13 | 0.16% | 0.23% | 0.32% | Q4 2013 | Q3 2023 | 29 |
Traynor Capital Management, Inc. | 26 | 2 | 0.04% | 0.17% | 0.82% | Q1 2015 | Q3 2022 | 28 |
BCM ADVISORS, LLC | 28 | 28 | 1.36% | 8.70% | 18.04% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.05% | 1.22% | 5.77% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.02% | 0.22% | 1.20% | Q4 2016 | Q3 2023 | 28 |
HSBC HOLDINGS PLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2020 | 28 |
CWM, LLC | 13 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 28 |
KEYBANK NATIONAL ASSOCIATION/OH | 14 | 2 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q3 2022 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.03% | 0.12% | 0.32% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 28 |
WESBANCO BANK INC | 17 | 11 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.07% | 1.21% | 5.16% | Q4 2016 | Q3 2023 | 28 |
LINCOLN NATIONAL CORP | 27 | 1 | 0.01% | 1.01% | 3.02% | Q3 2016 | Q3 2023 | 28 |
COMMERCE BANK | 23 | 5 | 0.00% | 0.03% | 0.09% | Q4 2014 | Q4 2021 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.02% | 0.09% | 0.25% | Q4 2016 | Q3 2023 | 28 |
Betterment LLC | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.03% | 0.11% | Q4 2016 | Q3 2023 | 28 |
NORTHWEST WEALTH MANAGEMENT, LLC | 28 | 28 | 0.21% | 0.69% | 2.56% | Q4 2016 | Q3 2023 | 28 |
Violich Capital Management, Inc. | 27 | 27 | 0.12% | 0.26% | 0.47% | Q2 2013 | Q4 2019 | 27 |
Allen Investment Management, LLC | 27 | 27 | 0.01% | 0.22% | 1.21% | Q1 2017 | Q3 2023 | 27 |
Wela Strategies, Inc. | 26 | 1 | 0.88% | 1.56% | 2.68% | Q1 2017 | Q4 2023 | 27 |
Aureus Asset Management, LLC | 27 | 27 | 0.04% | 0.19% | 0.39% | Q1 2017 | Q3 2023 | 27 |
Continuum Advisory, LLC | 27 | 27 | 0.16% | 0.96% | 2.14% | Q1 2017 | Q3 2023 | 27 |
CAPTRUST FINANCIAL ADVISORS | 26 | 1 | 0.02% | 0.05% | 0.17% | Q1 2016 | Q3 2023 | 27 |
SYNOVUS FINANCIAL CORP | 17 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 27 |
Frontier Wealth Management LLC | 18 | 9 | 0.01% | 0.54% | 1.66% | Q4 2014 | Q2 2022 | 27 |
Voya Financial Advisors, Inc. | 24 | 3 | 0.03% | 0.30% | 0.79% | Q1 2015 | Q1 2022 | 27 |
WHITTIER TRUST CO | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 27 |
BARCLAYS PLC | 14 | 6 | 0.00% | 0.00% | 0.03% | Q1 2014 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.22% | 0.40% | Q2 2013 | Q4 2019 | 27 |
NORTHERN TRUST CORP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.09% | 0.20% | 0.30% | Q2 2017 | Q3 2023 | 26 |
LCNB CORP | 20 | 6 | 0.32% | 0.86% | 1.37% | Q4 2016 | Q2 2023 | 26 |
Bison Wealth, LLC | 15 | 11 | 0.00% | 0.62% | 2.13% | Q1 2015 | Q2 2022 | 26 |
Brookstone Capital Management | 23 | 3 | 0.02% | 0.21% | 0.40% | Q2 2015 | Q3 2023 | 26 |
Ashfield Capital Partners, LLC | 26 | 26 | 0.08% | 0.13% | 0.33% | Q2 2013 | Q3 2019 | 26 |
VANGUARD GROUP INC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 26 |
Ballentine Partners, LLC | 26 | 26 | 0.04% | 0.07% | 0.14% | Q2 2017 | Q3 2023 | 26 |
NewEdge Advisors, LLC | 26 | 26 | 0.01% | 0.07% | 0.11% | Q2 2017 | Q3 2023 | 26 |
Archford Capital Strategies, LLC | 13 | 1 | 0.00% | 0.13% | 0.28% | Q1 2014 | Q3 2022 | 26 |
Family Legacy, Inc. | 24 | 2 | 1.13% | 1.60% | 2.19% | Q1 2017 | Q3 2023 | 26 |
Carroll Financial Associates, Inc. | 26 | 26 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q4 2021 | 26 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.05% | 0.16% | 0.47% | Q1 2017 | Q3 2023 | 26 |
Truepoint, Inc. | 10 | 1 | 0.02% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 25 |
Winslow, Evans & Crocker, Inc. | 25 | 25 | 0.01% | 0.04% | 0.20% | Q4 2014 | Q4 2020 | 25 |
AJ WEALTH STRATEGIES, LLC | 20 | 2 | 0.01% | 2.06% | 9.40% | Q4 2016 | Q2 2023 | 25 |
MASSMUTUAL TRUST CO FSB/ADV | 25 | 25 | 0.01% | 0.14% | 0.38% | Q4 2017 | Q4 2023 | 25 |
AE Wealth Management LLC | 24 | 1 | 0.03% | 0.10% | 0.20% | Q2 2017 | Q3 2023 | 25 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 25 | 25 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Sargent Bickham Lagudis LLC | 25 | 25 | 0.00% | 0.54% | 3.76% | Q1 2016 | Q1 2022 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.01% | 0.03% | 0.13% | Q3 2017 | Q3 2023 | 25 |
SIGNET FINANCIAL MANAGEMENT, LLC | 24 | 1 | 0.01% | 0.90% | 2.34% | Q4 2014 | Q4 2021 | 25 |
MONROE BANK & TRUST/MI | 25 | 25 | 1.92% | 4.15% | 5.32% | Q2 2013 | Q2 2019 | 25 |
HM PAYSON & CO | 19 | 1 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q4 2021 | 25 |
FIRST MERCHANTS CORP | 25 | 25 | 0.05% | 0.90% | 1.81% | Q3 2017 | Q3 2023 | 25 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 2 | 0.00% | 0.03% | 0.11% | Q3 2014 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.01% | 0.10% | 0.24% | Q2 2017 | Q2 2023 | 25 |
SONATA CAPITAL GROUP INC | 25 | 25 | 0.29% | 0.43% | 0.67% | Q3 2017 | Q3 2023 | 25 |
RFG Advisory, LLC | 15 | 10 | 0.02% | 0.30% | 1.92% | Q1 2017 | Q3 2023 | 25 |
Norway Savings Bank | 25 | 25 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2022 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 0.06% | 0.09% | 0.13% | Q4 2015 | Q4 2021 | 25 |
SMITH, MOORE & CO. | 25 | 25 | 0.04% | 0.08% | 0.13% | Q3 2017 | Q3 2023 | 25 |
FIRST FINANCIAL CORP /IN/ | 16 | 1 | 0.01% | 0.08% | 0.18% | Q2 2015 | Q3 2023 | 25 |
REDW Wealth LLC | 24 | 24 | 0.24% | 0.41% | 0.57% | Q4 2016 | Q3 2022 | 24 |
BOKF, NA | 15 | 9 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.02% | 0.09% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Arlington Financial Advisors, LLC | 24 | 24 | 0.21% | 0.56% | 0.82% | Q4 2017 | Q3 2023 | 24 |
AlphaStar Capital Management, LLC | 24 | 24 | 0.24% | 0.31% | 0.45% | Q4 2017 | Q3 2023 | 24 |
ASSETMARK, INC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 24 |
Capital Analysts, LLC | 23 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 24 |
C M BIDWELL & ASSOCIATES LTD | 24 | 24 | 0.18% | 0.40% | 0.91% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.11% | 0.36% | 0.66% | Q4 2017 | Q3 2023 | 24 |
SouthState Corp | 16 | 3 | 0.02% | 0.07% | 0.22% | Q4 2013 | Q3 2023 | 24 |
Transamerica Financial Advisors, Inc. | 12 | 6 | 0.00% | 0.09% | 0.70% | Q2 2013 | Q3 2023 | 24 |
Sunbelt Securities, Inc. | 24 | 24 | 0.02% | 0.14% | 0.47% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.13% | 0.60% | Q4 2017 | Q3 2023 | 24 |
UNITED BANK | 24 | 24 | 0.21% | 0.34% | 0.53% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.10% | 0.13% | 0.18% | Q4 2017 | Q3 2023 | 24 |
STEPHENS INC /AR/ | 22 | 2 | 0.01% | 0.66% | 2.20% | Q3 2013 | Q3 2023 | 24 |
New Potomac Partners, LLC | 24 | 24 | 0.11% | 0.42% | 0.97% | Q4 2017 | Q3 2023 | 24 |
Wind River Trust Co | 23 | 23 | 0.40% | 1.49% | 4.14% | Q4 2012 | Q2 2018 | 23 |
Koshinski Asset Management, Inc. | 21 | 2 | 0.06% | 0.12% | 0.24% | Q4 2017 | Q3 2023 | 23 |
CreativeOne Wealth, LLC | 23 | 23 | 0.60% | 0.89% | 1.30% | Q1 2018 | Q3 2023 | 23 |
SIGNATUREFD, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 23 |
CENTAURUS FINANCIAL, INC. | 23 | 23 | 0.01% | 0.11% | 0.39% | Q4 2017 | Q2 2023 | 23 |
DELTA ASSET MANAGEMENT LLC/TN | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 23 |
Wealthcare Advisory Partners LLC | 15 | 2 | 0.01% | 0.04% | 0.09% | Q3 2017 | Q3 2023 | 23 |
MONETA GROUP INVESTMENT ADVISORS LLC | 19 | 4 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 23 |
Mutual Advisors, LLC | 23 | 23 | 0.04% | 0.16% | 0.48% | Q1 2018 | Q3 2023 | 23 |
Allworth Financial LP | 18 | 1 | 0.00% | 0.15% | 0.73% | Q3 2016 | Q3 2023 | 23 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 14 | 1 | 0.02% | 0.13% | 0.44% | Q1 2017 | Q3 2023 | 23 |
AMERICAN NATIONAL BANK | 22 | 1 | 0.01% | 0.46% | 0.59% | Q2 2013 | Q2 2023 | 23 |
FMR LLC | 21 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 23 |
Veritable, L.P. | 21 | 1 | 0.00% | 0.02% | 0.06% | Q4 2012 | Q2 2023 | 23 |
Bedel Financial Consulting, Inc. | 23 | 23 | 0.04% | 0.11% | 0.18% | Q4 2017 | Q2 2023 | 23 |
Shamrock Asset Management LLC | 23 | 23 | 0.02% | 0.04% | 0.09% | Q1 2014 | Q3 2019 | 23 |
White Lighthouse Investment Management Inc. | 23 | 23 | 0.16% | 0.96% | 1.68% | Q1 2018 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.24% | 1.00% | Q1 2018 | Q3 2023 | 23 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 21 | 2 | 0.02% | 0.07% | 0.37% | Q2 2013 | Q3 2023 | 23 |
Rehmann Capital Advisory Group | 19 | 1 | 0.02% | 0.13% | 0.46% | Q4 2014 | Q4 2020 | 22 |
Perkins Coie Trust Co | 22 | 22 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q1 2019 | 22 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2023 | 22 |
LEVEL FOUR ADVISORY SERVICES, LLC | 19 | 1 | 0.02% | 0.12% | 0.53% | Q4 2016 | Q3 2023 | 22 |
PRUDENTIAL FINANCIAL INC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Stadion Money Management, LLC | 22 | 22 | 0.17% | 0.40% | 0.74% | Q2 2013 | Q3 2018 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.01% | 0.04% | 0.10% | Q2 2016 | Q3 2021 | 22 |
BDO Wealth Advisors, LLC | 22 | 22 | 0.01% | 0.38% | 1.37% | Q1 2018 | Q2 2023 | 22 |
PFG Advisors | 17 | 5 | 0.03% | 0.17% | 0.88% | Q4 2017 | Q3 2023 | 22 |
BESSEMER GROUP INC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 22 |
FIRST AMERICAN TRUST, FSB | 14 | 1 | 0.03% | 0.06% | 0.09% | Q4 2015 | Q4 2021 | 22 |
Brookmont Capital Management | 10 | 1 | 0.08% | 0.14% | 0.18% | Q2 2016 | Q3 2023 | 22 |
COURIER CAPITAL LLC | 22 | 22 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q2 2022 | 22 |
STALEY CAPITAL ADVISERS INC | 21 | 21 | 0.01% | 0.03% | 0.03% | Q2 2018 | Q2 2023 | 21 |
Starfire Investment Advisers, Inc. | 11 | 10 | 0.09% | 0.41% | 1.48% | Q1 2015 | Q2 2020 | 21 |
Coe Capital Management, LLC | 17 | 4 | 0.06% | 0.72% | 1.48% | Q2 2013 | Q2 2021 | 21 |
C-J Advisory, Inc. | 21 | 21 | 2.07% | 2.27% | 2.82% | Q3 2016 | Q3 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.27% | 0.65% | 1.33% | Q3 2018 | Q3 2023 | 21 |
WEALTHSOURCE PARTNERS, LLC | 13 | 1 | 0.03% | 0.50% | 2.09% | Q1 2016 | Q3 2023 | 21 |
SUNTRUST BANKS INC | 21 | 21 | 0.01% | 0.22% | 0.53% | Q3 2014 | Q3 2019 | 21 |
Spectrum Asset Management, Inc. (NB/CA) | 13 | 8 | 0.22% | 1.57% | 7.62% | Q4 2014 | Q4 2021 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2022 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q3 2023 | 21 |
HOWE & RUSLING INC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 21 |
SeaCrest Wealth Management, LLC | 15 | 6 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 21 |
WALLER FINANCIAL PLANNING GROUP, INC | 21 | 21 | 0.40% | 1.08% | 1.87% | Q4 2018 | Q4 2023 | 21 |
B. Riley Wealth Management, Inc. | 9 | 4 | 0.00% | 0.34% | 2.32% | Q1 2014 | Q2 2022 | 21 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Wells Trecaso Financial Group, LLC | 20 | 20 | 0.44% | 0.78% | 1.55% | Q4 2018 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.30% | 0.50% | 0.96% | Q4 2018 | Q3 2023 | 20 |
JNBA Financial Advisors | 19 | 1 | 0.00% | 0.02% | 0.29% | Q2 2013 | Q3 2018 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.05% | 0.08% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.88% | 3.08% | Q1 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.03% | 0.14% | 0.35% | Q4 2018 | Q3 2023 | 20 |
Community Bank, N.A. | 19 | 1 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q1 2021 | 20 |
Highland Private Wealth Management | 18 | 2 | 1.49% | 3.20% | 4.41% | Q3 2017 | Q3 2022 | 20 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 1 | 0.00% | 0.55% | 2.29% | Q3 2015 | Q3 2023 | 20 |
Community Bank of Raymore | 13 | 7 | 0.12% | 0.19% | 0.24% | Q3 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Bay Harbor Wealth Management, LLC | 20 | 20 | 2.76% | 3.23% | 3.56% | Q4 2018 | Q3 2023 | 20 |
Brio Consultants, LLC | 20 | 20 | 0.10% | 4.07% | 9.90% | Q4 2018 | Q3 2023 | 20 |
FIRST MANHATTAN CO. LLC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Strategic Investment Advisors / MI | 20 | 20 | 0.23% | 0.60% | 0.79% | Q4 2018 | Q3 2023 | 20 |
SNS Financial Group, LLC | 20 | 20 | 0.10% | 0.23% | 0.77% | Q4 2018 | Q3 2023 | 20 |
Brinker Capital Investments, LLC | 15 | 5 | 0.00% | 0.04% | 0.23% | Q2 2015 | Q4 2022 | 20 |
LexAurum Advisors, LLC | 20 | 20 | 0.17% | 0.50% | 0.80% | Q4 2018 | Q3 2023 | 20 |
Human Investing LLC | 20 | 20 | 1.48% | 2.81% | 3.92% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.93% | 1.24% | 1.50% | Q4 2018 | Q3 2023 | 20 |
Belpointe Asset Management LLC | 16 | 2 | 0.03% | 0.11% | 0.38% | Q3 2017 | Q1 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.06% | 0.16% | Q4 2017 | Q3 2022 | 20 |
Summit Financial, LLC | 20 | 20 | 0.10% | 0.23% | 0.43% | Q4 2018 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 20 |
NORTHSTAR INVESTMENT ADVISORS LLC | 20 | 20 | 0.05% | 2.38% | 2.91% | Q2 2013 | Q1 2018 | 20 |
Private Capital Group, LLC | 19 | 19 | 0.06% | 0.78% | 2.27% | Q4 2017 | Q2 2022 | 19 |
Snowden Capital Advisors LLC | 8 | 3 | 0.02% | 0.20% | 0.41% | Q2 2017 | Q3 2023 | 19 |
Capital Asset Advisory Services LLC | 11 | 8 | 0.00% | 0.78% | 4.35% | Q4 2016 | Q2 2022 | 19 |
Bremer Bank National Association | 19 | 19 | 0.89% | 1.82% | 2.53% | Q1 2019 | Q3 2023 | 19 |
Cable Hill Partners, LLC | 18 | 1 | 0.02% | 0.03% | 0.07% | Q4 2014 | Q4 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
FORTE CAPITAL LLC /ADV | 19 | 19 | 0.10% | 1.09% | 3.13% | Q3 2014 | Q1 2019 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.16% | 0.37% | 0.47% | Q3 2018 | Q3 2023 | 19 |
180 WEALTH ADVISORS, LLC | 18 | 1 | 0.04% | 0.21% | 0.49% | Q4 2017 | Q1 2023 | 19 |
Certified Advisory Corp | 11 | 4 | 0.02% | 0.20% | 0.82% | Q4 2017 | Q3 2023 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 1.16% | 1.63% | 2.18% | Q2 2013 | Q4 2017 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 1.78% | 2.03% | 2.35% | Q2 2013 | Q4 2017 | 19 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.01% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.16% | 0.28% | 0.50% | Q2 2018 | Q4 2022 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 1.86% | 2.37% | 2.93% | Q1 2019 | Q3 2023 | 19 |
BB&T SECURITIES, LLC | 19 | 19 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q3 2019 | 19 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 0.07% | 0.25% | 0.44% | Q1 2019 | Q3 2023 | 19 |
Cypress Wealth Services, LLC | 14 | 5 | 0.05% | 0.08% | 0.23% | Q4 2018 | Q3 2023 | 19 |
NATIONAL PLANNING CORP | 19 | 19 | 0.32% | 1.23% | 2.75% | Q2 2013 | Q4 2017 | 19 |
TRUIST FINANCIAL CORP | 18 | 1 | 0.00% | 0.08% | 0.13% | Q4 2017 | Q3 2023 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 1 | 0.01% | 0.17% | 0.36% | Q4 2018 | Q3 2023 | 18 |
OneDigital Investment Advisors LLC | 9 | 1 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 18 |
Sowell Financial Services LLC | 11 | 2 | 0.02% | 0.63% | 2.03% | Q4 2018 | Q3 2023 | 18 |
Hapanowicz & Associates Financial Services, Inc | 11 | 7 | 5.92% | 9.79% | 12.60% | Q4 2016 | Q2 2022 | 18 |
OARSMAN CAPITAL, INC. | 14 | 4 | 0.11% | 0.19% | 0.25% | Q4 2015 | Q2 2020 | 18 |
KANAWHA CAPITAL MANAGEMENT LLC | 18 | 18 | 0.03% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
DEARBORN PARTNERS LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
WEALTHFRONT Corp | 17 | 1 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q3 2018 | 18 |
Poplar Forest Capital LLC | 18 | 18 | 0.04% | 0.09% | 0.14% | Q2 2019 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.50% | 1.23% | 2.09% | Q4 2018 | Q3 2023 | 18 |
Resource Planning Group | 18 | 18 | 0.30% | 0.51% | 0.76% | Q2 2019 | Q3 2023 | 18 |
Sandy Spring Bank | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 18 |
BRR OpCo, LLC | 18 | 18 | 0.05% | 0.09% | 0.13% | Q4 2014 | Q1 2019 | 18 |
WEBSTER BANK, N. A. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 18 |
Independence Advisors, LLC | 18 | 18 | 6.08% | 7.77% | 10.60% | Q2 2016 | Q3 2020 | 18 |
CIBC WORLD MARKET INC. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.01% | 0.06% | 0.13% | Q2 2019 | Q3 2023 | 18 |
PATTON ALBERTSON MILLER GROUP, LLC | 14 | 1 | 0.07% | 0.40% | 0.63% | Q2 2013 | Q3 2018 | 18 |
McIlrath & Eck, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 18 |
Focused Wealth Management, Inc | 10 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.05% | 0.08% | 0.14% | Q2 2013 | Q3 2017 | 18 |
NWAM LLC | 18 | 18 | 0.01% | 0.26% | 0.55% | Q2 2019 | Q3 2023 | 18 |
New Capital Management LP | 18 | 18 | 0.03% | 0.14% | 0.29% | Q4 2016 | Q1 2021 | 18 |
RELIANCE TRUST CO | 18 | 18 | 1.15% | 11.12% | 27.21% | Q2 2013 | Q3 2017 | 18 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 0.16% | 0.69% | 1.82% | Q1 2016 | Q3 2023 | 18 |
Endurance Wealth Management, Inc. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 18 |
PACIFIC FINANCIAL GROUP INC | 18 | 18 | 0.02% | 0.47% | 1.53% | Q2 2019 | Q3 2023 | 18 |
Burt Wealth Advisors | 13 | 5 | 0.01% | 7.54% | 12.52% | Q2 2015 | Q3 2023 | 18 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 18 | 18 | 0.02% | 1.64% | 5.47% | Q1 2019 | Q2 2023 | 18 |
Oakworth Capital, Inc. | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
RELIANCE TRUST CO OF DELAWARE | 11 | 7 | 0.05% | 0.36% | 0.63% | Q2 2013 | Q1 2019 | 18 |
TSFG, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Perigon Wealth Management, LLC | 12 | 1 | 0.00% | 0.10% | 0.82% | Q3 2011 | Q3 2023 | 17 |
Quantitative Advantage, LLC | 17 | 17 | 0.31% | 1.33% | 3.47% | Q3 2014 | Q3 2018 | 17 |
Cordasco Financial Network | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
Salient Capital Advisors, LLC | 17 | 17 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q2 2017 | 17 |
Sunesis Advisors, LLC | 17 | 17 | 1.62% | 2.67% | 3.52% | Q2 2018 | Q2 2022 | 17 |
Brickley Wealth Management | 17 | 17 | 0.16% | 1.43% | 2.07% | Q4 2017 | Q4 2021 | 17 |
WealthShield Partners, LLC | 12 | 2 | 0.00% | 0.08% | 0.21% | Q4 2017 | Q3 2023 | 17 |
Baldrige Asset Management LLC | 17 | 17 | 0.86% | 1.68% | 2.89% | Q1 2019 | Q1 2023 | 17 |
Coyle Financial Counsel LLC | 10 | 2 | 0.42% | 4.60% | 12.10% | Q1 2015 | Q4 2019 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.03% | 0.28% | Q2 2013 | Q2 2017 | 17 |
Arete Wealth Advisors, LLC | 17 | 17 | 0.10% | 0.34% | 0.52% | Q4 2013 | Q4 2017 | 17 |
Spearhead Capital Advisors, LLC | 14 | 3 | 0.09% | 0.15% | 0.22% | Q4 2017 | Q2 2022 | 17 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.01% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 17 |
BOYS ARNOLD & CO INC | 12 | 1 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q1 2020 | 17 |
Portfolio Solutions, LLC | 16 | 1 | 0.02% | 0.14% | 0.77% | Q1 2018 | Q3 2022 | 17 |
Visionary Asset Management, Inc. | 17 | 17 | 0.17% | 2.65% | 9.20% | Q4 2014 | Q4 2018 | 17 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17 | 17 | 0.06% | 0.35% | 0.79% | Q1 2019 | Q1 2023 | 17 |
TOWNSQUARE CAPITAL LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Concorde Asset Management, LLC | 14 | 3 | 0.12% | 1.22% | 3.38% | Q4 2014 | Q3 2020 | 17 |
OPTIMUM INVESTMENT ADVISORS | 17 | 17 | 0.04% | 0.12% | 0.21% | Q3 2019 | Q3 2023 | 17 |
Goelzer Investment Management, Inc. | 10 | 7 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q2 2020 | 17 |
Simplicity Solutions, LLC | 11 | 1 | 0.02% | 0.18% | 0.82% | Q4 2014 | Q3 2023 | 17 |
Simmons Bank | 5 | 1 | 0.02% | 0.25% | 0.51% | Q1 2016 | Q2 2022 | 17 |
iAB Financial Bank | 17 | 17 | 0.26% | 0.35% | 0.44% | Q2 2013 | Q2 2017 | 17 |
CALTON & ASSOCIATES, INC. | 16 | 1 | 0.03% | 0.30% | 0.63% | Q4 2017 | Q2 2023 | 17 |
Weitz Investment Management | 17 | 17 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2020 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Marcum Wealth, LLC | 16 | 16 | 0.09% | 0.24% | 0.52% | Q4 2019 | Q3 2023 | 16 |
MOSELEY INVESTMENT MANAGEMENT INC | 16 | 16 | 0.14% | 0.97% | 1.79% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 16 | 16 | 6.77% | 8.16% | 9.88% | Q4 2019 | Q3 2023 | 16 |
Sovereign Investment Advisors, LLC | 16 | 16 | 2.66% | 3.10% | 4.00% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.22% | 0.33% | 0.55% | Q4 2019 | Q3 2023 | 16 |
WealthPLAN Partners, LLC | 8 | 1 | 0.00% | 0.05% | 0.18% | Q4 2015 | Q2 2023 | 16 |
Bell Rock Capital LLC | 13 | 1 | 0.05% | 0.17% | 0.39% | Q4 2016 | Q3 2022 | 16 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 2 | 0.58% | 0.73% | 0.89% | Q2 2013 | Q3 2017 | 16 |
StrongBox Wealth, LLC | 16 | 16 | 0.26% | 1.81% | 3.93% | Q1 2020 | Q4 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.05% | 0.44% | 0.83% | Q4 2019 | Q3 2023 | 16 |
Larson Financial Group LLC | 16 | 16 | 0.01% | 0.45% | 0.81% | Q4 2019 | Q3 2023 | 16 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
WEDBUSH SECURITIES INC | 16 | 16 | 0.04% | 0.11% | 0.23% | Q4 2019 | Q3 2023 | 16 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 16 |
ATLAS CAPITAL ADVISORS LLC | 11 | 1 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 16 |
Clearshares LLC | 12 | 4 | 2.27% | 3.12% | 4.51% | Q4 2017 | Q4 2021 | 16 |
FCG ADVISORS, LLC | 16 | 16 | 0.06% | 0.16% | 0.27% | Q3 2016 | Q2 2020 | 16 |
Verde Capital Management | 16 | 16 | 5.24% | 8.87% | 12.88% | Q4 2019 | Q3 2023 | 16 |
Adero Partners, LLC | 16 | 16 | 0.03% | 0.24% | 0.89% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.15% | 0.34% | 0.54% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.05% | 0.15% | 0.20% | Q4 2019 | Q3 2023 | 16 |
PBMares Wealth Management LLC | 16 | 16 | 0.29% | 0.99% | 2.62% | Q4 2019 | Q3 2023 | 16 |
Integrated Investment Consultants, LLC | 15 | 1 | 0.00% | 0.12% | 0.40% | Q1 2018 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2017 | 16 |
Merriman Wealth Management, LLC | 6 | 1 | 0.01% | 0.85% | 4.62% | Q3 2015 | Q3 2023 | 16 |
Archer Investment Corp | 16 | 16 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
ESL Trust Services, LLC | 16 | 16 | 0.68% | 2.59% | 16.29% | Q4 2019 | Q3 2023 | 16 |
Partnervest Advisory Services LLC | 8 | 3 | 0.00% | 0.37% | 0.79% | Q4 2013 | Q2 2019 | 16 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.02% | 0.16% | 0.81% | Q2 2017 | Q3 2023 | 16 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 16 | 16 | 0.14% | 0.28% | 0.69% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.17% | 0.53% | 0.73% | Q4 2019 | Q3 2023 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 3 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 16 |
WBH ADVISORY INC | 8 | 8 | 0.06% | 0.12% | 0.28% | Q4 2016 | Q4 2021 | 16 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 14 | 1 | 0.33% | 2.05% | 6.31% | Q4 2018 | Q3 2023 | 16 |
Plante Moran Financial Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 16 |
Citadel Advisors | 7 | 1 | 0.00% | 0.02% | 0.11% | Q1 2017 | Q3 2023 | 16 |
SigFig Wealth Management, LLC | 15 | 15 | 0.06% | 0.30% | 0.44% | Q1 2020 | Q3 2023 | 15 |
NICOLET ADVISORY SERVICES, LLC | 15 | 15 | 0.04% | 0.07% | 0.15% | Q1 2019 | Q3 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.05% | 0.15% | 0.23% | Q2 2013 | Q4 2016 | 15 |
Chicago Partners Investment Group LLC | 10 | 5 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q3 2018 | 15 |
Lion Street Advisors, LLC | 10 | 5 | 0.16% | 2.65% | 7.80% | Q4 2019 | Q3 2023 | 15 |
Westside Investment Management, Inc. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 15 |
Sensible Financial Planning & Management, LLC. | 15 | 15 | 0.17% | 4.43% | 6.98% | Q4 2018 | Q2 2022 | 15 |
Valeo Financial Advisors, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 15 |
CWA Asset Management Group, LLC | 13 | 2 | 0.04% | 0.07% | 0.14% | Q3 2017 | Q3 2023 | 15 |
J.W. COLE ADVISORS, INC. | 14 | 1 | 0.04% | 0.19% | 0.87% | Q4 2019 | Q3 2023 | 15 |
Cedar Brook Financial Partners, LLC | 15 | 15 | 0.08% | 0.16% | 0.29% | Q1 2020 | Q3 2023 | 15 |
Petix & Botte Co | 12 | 3 | 0.28% | 0.68% | 1.31% | Q4 2019 | Q3 2023 | 15 |
LVW Advisors, LLC | 15 | 15 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Carmichael Hill & Associates, Inc. | 15 | 15 | 0.01% | 0.18% | 0.31% | Q1 2020 | Q3 2023 | 15 |
Symphony Financial, Ltd. Co. | 15 | 15 | 0.06% | 0.09% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Krilogy Financial LLC | 9 | 6 | 0.01% | 0.03% | 0.09% | Q3 2016 | Q2 2022 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Platte River Wealth Advisors, LLC | 14 | 1 | 1.38% | 2.15% | 3.25% | Q4 2019 | Q3 2023 | 15 |
MGO ONE SEVEN LLC | 12 | 1 | 0.00% | 0.25% | 1.61% | Q4 2017 | Q3 2023 | 15 |
EP Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.15% | 0.61% | Q1 2020 | Q3 2023 | 15 |
Horst & Graben Wealth Management LLC | 15 | 15 | 0.10% | 2.41% | 6.88% | Q1 2020 | Q3 2023 | 15 |
Insight Folios Inc | 15 | 15 | 0.09% | 0.48% | 1.39% | Q4 2019 | Q2 2023 | 15 |
AdvicePeriod, LLC | 15 | 15 | 0.83% | 1.28% | 1.66% | Q4 2017 | Q2 2021 | 15 |
Lee Financial Group Hawaii, Inc. | 14 | 1 | 0.22% | 2.71% | 12.17% | Q4 2017 | Q1 2022 | 15 |
Pacific Center for Financial Services | 10 | 5 | 0.01% | 0.28% | 2.87% | Q4 2016 | Q2 2021 | 15 |
Regent Peak Wealth Advisors LLC | 15 | 15 | 0.07% | 0.30% | 0.62% | Q4 2019 | Q2 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.12% | 0.26% | Q1 2020 | Q3 2023 | 15 |
IBERIABANK CORP | 15 | 15 | 0.10% | 0.24% | 0.35% | Q4 2016 | Q2 2020 | 15 |
M Holdings Securities, Inc. | 13 | 1 | 0.02% | 0.14% | 0.24% | Q3 2014 | Q1 2022 | 15 |
Austin Private Wealth, LLC | 10 | 5 | 0.04% | 1.55% | 5.23% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.28% | 0.40% | 0.58% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.29% | 0.53% | 0.77% | Q2 2016 | Q4 2019 | 15 |
HL FINANCIAL SERVICES LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
MOTCO | 9 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 15 |
Mosaic Financial Partners, Inc. | 14 | 14 | 1.31% | 1.61% | 1.90% | Q4 2014 | Q1 2018 | 14 |
Argentus Capital Management, LLC | 14 | 14 | 0.00% | 0.27% | 0.50% | Q2 2013 | Q3 2016 | 14 |
Fortis Advisors, LLC | 14 | 14 | 0.00% | 3.38% | 7.64% | Q4 2019 | Q1 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2023 | 14 |
Venturi Wealth Management, LLC | 11 | 3 | 0.00% | 0.29% | 1.15% | Q4 2015 | Q3 2023 | 14 |
WEATHERLY ASSET MANAGEMENT L. P. | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q3 2022 | 14 |
SVA Wealth Management, LLC | 8 | 2 | 0.02% | 0.05% | 0.14% | Q4 2013 | Q1 2018 | 14 |
BANQUE PICTET & CIE SA | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.00% | 0.47% | 6.31% | Q2 2020 | Q3 2023 | 14 |
Valmark Advisers, Inc. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
HERON FINANCIAL GROUP, LLC | 12 | 2 | 0.45% | 0.68% | 1.12% | Q4 2019 | Q2 2023 | 14 |
StoneX Group Inc. | 8 | 3 | 0.09% | 0.39% | 0.60% | Q2 2017 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.49% | 0.59% | 0.76% | Q1 2017 | Q2 2020 | 14 |
Pensionmark Financial Group, LLC | 14 | 14 | 0.13% | 0.16% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Sand Hill Global Advisors, LLC | 14 | 14 | 0.96% | 1.99% | 4.41% | Q2 2020 | Q3 2023 | 14 |
Trilogy Capital Inc. | 13 | 1 | 0.01% | 0.17% | 0.65% | Q1 2018 | Q3 2023 | 14 |
PERSONAL CFO SOLUTIONS, LLC | 12 | 2 | 0.00% | 0.12% | 0.83% | Q3 2019 | Q1 2023 | 14 |
BROOKS, MOORE & ASSOCIATES, INC. | 14 | 14 | 0.16% | 0.32% | 0.44% | Q4 2018 | Q1 2022 | 14 |
Eudaimonia Partners, LLC | 8 | 6 | 0.05% | 0.28% | 0.97% | Q4 2019 | Q3 2023 | 14 |
Sound Income Strategies, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2023 | 14 |
Hurlow Wealth Management Group, Inc. | 14 | 14 | 1.18% | 1.43% | 1.63% | Q2 2020 | Q3 2023 | 14 |
Chandler Asset Management, Inc. | 14 | 14 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q1 2021 | 14 |
COUNTRY TRUST BANK | 14 | 14 | 0.00% | 0.17% | 0.31% | Q3 2020 | Q4 2023 | 14 |
Stokes Capital Advisors, LLC | 14 | 14 | 0.56% | 2.76% | 6.38% | Q2 2020 | Q3 2023 | 14 |
Capital Investment Advisory Services, LLC | 6 | 3 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 14 |
Retirement Group, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Legacy Capital Partners, Inc. | 14 | 14 | 0.19% | 0.47% | 0.60% | Q2 2014 | Q3 2017 | 14 |
FAGAN ASSOCIATES, INC. | 14 | 14 | 0.31% | 0.46% | 0.75% | Q2 2020 | Q3 2023 | 14 |
Aptus Capital Advisors, LLC | 10 | 4 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 11 | 3 | 0.02% | 0.06% | 0.24% | Q2 2017 | Q3 2023 | 14 |
TRUSTCORE FINANCIAL SERVICES, LLC | 10 | 3 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q4 2022 | 13 |
Enterprise Bank & Trust Co | 13 | 13 | 1.00% | 4.82% | 7.19% | Q1 2019 | Q1 2022 | 13 |
tru Independence LLC | 9 | 1 | 0.02% | 0.23% | 0.53% | Q4 2019 | Q3 2023 | 13 |
Hanlon Investment Management, Inc. | 13 | 13 | 0.47% | 0.62% | 0.88% | Q3 2020 | Q3 2023 | 13 |
Beacon Pointe Advisors, LLC | 9 | 4 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 13 |
BROWN BROTHERS HARRIMAN & CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 13 |
Wiser Wealth Management, Inc | 13 | 13 | 4.05% | 4.40% | 4.84% | Q4 2020 | Q4 2023 | 13 |
DOWLING & YAHNKE LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2021 | 13 |
Pacifica Partners Inc. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2023 | 13 |
Capital Advisory Group Advisory Services, LLC | 12 | 1 | 0.32% | 0.75% | 1.47% | Q2 2020 | Q3 2023 | 13 |
First Bank & Trust | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 13 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.30% | 1.06% | 1.88% | Q1 2019 | Q3 2023 | 13 |
Harfst & Associates, Inc. | 12 | 1 | 0.10% | 0.70% | 1.25% | Q2 2015 | Q1 2021 | 13 |
FormulaFolio Investments, LLC | 8 | 1 | 0.01% | 0.90% | 2.40% | Q4 2014 | Q2 2021 | 13 |
KANALY TRUST CO | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 13 |
Capital Investment Services of America, Inc. | 13 | 13 | 0.26% | 0.35% | 0.48% | Q3 2020 | Q3 2023 | 13 |
EWG Elevate Inc. | 13 | 13 | 0.11% | 0.15% | 0.19% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.01% | 0.10% | Q4 2015 | Q3 2023 | 13 |
Prudent Man Advisors, LLC | 13 | 13 | 1.20% | 1.65% | 1.87% | Q3 2020 | Q3 2023 | 13 |
BURNEY CO/ | 5 | 2 | 0.01% | 0.31% | 1.48% | Q3 2016 | Q2 2023 | 13 |
Windsor Wealth Management, Inc. | 13 | 13 | 0.05% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 13 |
CPWM, LLC | 7 | 2 | 0.02% | 0.06% | 0.09% | Q2 2018 | Q3 2022 | 13 |
NAPLES GLOBAL ADVISORS, LLC | 13 | 13 | 0.07% | 0.19% | 0.27% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Barnett & Company, Inc. | 7 | 6 | 0.01% | 1.37% | 5.27% | Q1 2016 | Q4 2021 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q3 2023 | 13 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 13 | 13 | 0.10% | 1.62% | 1.98% | Q3 2020 | Q3 2023 | 13 |
Ridgewood Investments LLC | 13 | 13 | 0.20% | 0.32% | 0.41% | Q3 2020 | Q3 2023 | 13 |
Arden Trust Co | 13 | 13 | 0.05% | 0.13% | 0.45% | Q2 2019 | Q2 2022 | 13 |
UMB Bank, n.a. | 12 | 1 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.26% | 0.39% | 0.64% | Q2 2017 | Q2 2020 | 13 |
Truvestments Capital LLC | 9 | 1 | 0.00% | 0.08% | 0.17% | Q3 2018 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.07% | 0.16% | 0.25% | Q4 2020 | Q4 2023 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.06% | 0.09% | 0.16% | Q4 2018 | Q4 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.08% | 0.17% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Compass Advisory Group LLC | 12 | 12 | 0.18% | 0.30% | 0.69% | Q4 2020 | Q3 2023 | 12 |
First PREMIER Bank | 12 | 12 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q4 2022 | 12 |
Vectors Research Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.06% | 0.14% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.18% | 0.44% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Laidlaw Wealth Management LLC | 7 | 5 | 0.14% | 0.37% | 0.80% | Q4 2019 | Q2 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.07% | 1.49% | 6.21% | Q4 2020 | Q3 2023 | 12 |
CUTLER INVESTMENT COUNSEL LLC | 12 | 12 | 0.07% | 0.26% | 0.73% | Q4 2020 | Q3 2023 | 12 |
Meridian Wealth Partners, LLC | 12 | 12 | 0.05% | 0.09% | 0.16% | Q4 2019 | Q3 2022 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 0.21% | 0.85% | 2.80% | Q4 2020 | Q3 2023 | 12 |
ECLECTIC ASSOCIATES INC /ADV | 12 | 12 | 0.76% | 1.25% | 3.22% | Q4 2020 | Q3 2023 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 7.88% | 8.59% | 9.68% | Q4 2020 | Q3 2023 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 0.12% | 0.99% | 2.41% | Q4 2020 | Q3 2023 | 12 |
Miracle Mile Advisors, LLC | 12 | 12 | 0.05% | 0.13% | 0.26% | Q2 2019 | Q1 2022 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 0.39% | 0.64% | 0.96% | Q4 2020 | Q3 2023 | 12 |
Clearstead Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.07% | Q3 2018 | Q3 2023 | 12 |
Secure Asset Management, LLC | 10 | 2 | 0.30% | 0.58% | 0.87% | Q4 2019 | Q3 2023 | 12 |
Radnor Capital Management, LLC | 5 | 1 | 0.08% | 0.15% | 0.21% | Q4 2019 | Q3 2023 | 12 |
SADOFF INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.06% | 0.09% | 0.15% | Q4 2019 | Q3 2022 | 12 |
Outlook Wealth Advisors, LLC | 9 | 3 | 0.21% | 0.68% | 1.23% | Q1 2020 | Q3 2023 | 12 |
Concert Wealth Management Inc. | 7 | 1 | 0.03% | 0.12% | 0.23% | Q2 2013 | Q4 2016 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.04% | 0.09% | 0.24% | Q4 2020 | Q3 2023 | 12 |
BOURGEON CAPITAL MANAGEMENT LLC | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
COMERICA SECURITIES INC | 11 | 1 | 0.38% | 2.01% | 2.66% | Q4 2014 | Q4 2018 | 12 |
Fullen Financial Group | 12 | 12 | 10.36% | 10.99% | 11.59% | Q2 2020 | Q1 2023 | 12 |
Center For Asset Management LLC | 12 | 12 | 0.34% | 1.11% | 2.45% | Q4 2020 | Q3 2023 | 12 |
Safir Wealth Advisors, LLC | 12 | 12 | 5.45% | 5.89% | 6.43% | Q4 2020 | Q3 2023 | 12 |
Arkadios Wealth Advisors | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2022 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.10% | 0.30% | 0.71% | Q4 2020 | Q3 2023 | 12 |
Investors Research Corp | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
F3Logic, LLC | 12 | 12 | 0.01% | 0.20% | 0.57% | Q1 2018 | Q4 2020 | 12 |
Modera Wealth Management, LLC | 12 | 12 | 0.55% | 1.38% | 2.28% | Q4 2020 | Q3 2023 | 12 |
GABLES CAPITAL MANAGEMENT INC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
LifePlan Financial Group, Inc | 11 | 1 | 0.02% | 0.05% | 0.22% | Q4 2014 | Q3 2020 | 12 |
Veery Capital, LLC | 12 | 12 | 0.36% | 0.67% | 0.81% | Q4 2020 | Q3 2023 | 12 |
VSR Financial Services, Inc. | 12 | 12 | 0.03% | 0.12% | 0.34% | Q2 2013 | Q1 2016 | 12 |
WESTWOOD HOLDINGS GROUP INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
PITTENGER & ANDERSON INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.11% | 0.18% | 0.25% | Q4 2018 | Q3 2021 | 12 |
Red Wave Investments LLC | 12 | 12 | 1.91% | 2.18% | 2.64% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.15% | 0.76% | 1.30% | Q4 2020 | Q3 2023 | 12 |
Bath Savings Trust Co | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
MATHER GROUP, LLC. | 12 | 12 | 0.01% | 0.56% | 3.22% | Q4 2020 | Q3 2023 | 12 |
BOSTON FAMILY OFFICE LLC | 12 | 12 | 0.04% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
HERITAGE INVESTORS MANAGEMENT CORP | 6 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 12 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2015 | 12 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 12 | 12 | 0.01% | 0.10% | 0.19% | Q4 2015 | Q3 2018 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.02% | 0.02% | 0.04% | Q3 2015 | Q1 2019 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 0.48% | 1.13% | 2.60% | Q4 2020 | Q3 2023 | 12 |
Cerity Partners LLC | 12 | 12 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Echo Wealth Management, LLC | 12 | 12 | 1.57% | 8.72% | 14.37% | Q4 2020 | Q3 2023 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 0.75% | 0.95% | 1.19% | Q4 2020 | Q3 2023 | 12 |
North Star Investment Management Corp. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.10% | 0.21% | 0.30% | Q4 2020 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.06% | 5.21% | 11.10% | Q4 2020 | Q3 2023 | 12 |
Stanley-Laman Group, Ltd. | 12 | 12 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
PEDDOCK CAPITAL ADVISORS, LLC | 9 | 3 | 0.02% | 1.61% | 2.60% | Q4 2014 | Q4 2017 | 12 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 2 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 11 |
IFG Advisors, LLC | 11 | 11 | 0.12% | 0.55% | 0.92% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Golden State Wealth Management, LLC | 7 | 1 | 0.12% | 0.21% | 0.34% | Q1 2019 | Q1 2022 | 11 |
Taylor, Cottrill LLC | 11 | 11 | 0.14% | 0.17% | 0.19% | Q2 2013 | Q4 2015 | 11 |
Disciplined Investments, LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q2 2022 | 11 |
Winthrop Advisory Group LLC | 11 | 11 | 0.14% | 0.26% | 0.38% | Q4 2019 | Q2 2022 | 11 |
Squar Milner Financial Services LLC | 11 | 11 | 0.00% | 0.08% | 0.25% | Q4 2017 | Q2 2020 | 11 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 9 | 2 | 0.73% | 2.06% | 4.76% | Q4 2020 | Q3 2023 | 11 |
MBA Advisors LLC | 11 | 11 | 1.29% | 3.64% | 5.30% | Q1 2021 | Q3 2023 | 11 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Successful Portfolios LLC | 6 | 1 | 0.21% | 0.33% | 0.51% | Q4 2017 | Q3 2023 | 11 |
Vista Private Wealth Partners. LLC | 10 | 1 | 0.42% | 0.56% | 0.83% | Q4 2020 | Q3 2023 | 11 |
Capstone Triton Financial Group, LLC | 7 | 4 | 0.67% | 0.99% | 1.44% | Q4 2020 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.50% | 1.93% | Q4 2019 | Q3 2023 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.09% | 0.45% | 1.67% | Q1 2019 | Q3 2021 | 11 |
Western Wealth Management, LLC | 8 | 3 | 0.02% | 0.12% | 0.22% | Q2 2020 | Q3 2023 | 11 |
Beaumont Financial Partners, LLC | 11 | 11 | 0.01% | 0.03% | 0.04% | Q2 2014 | Q4 2016 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q2 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Strategic Wealth Partners, Ltd. | 8 | 1 | 0.00% | 0.20% | 0.65% | Q4 2017 | Q1 2023 | 11 |
Baystate Wealth Management LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
ForthRight Wealth Management, LLC | 11 | 11 | 4.27% | 7.10% | 10.97% | Q1 2021 | Q3 2023 | 11 |
TRUE Private Wealth Advisors | 5 | 1 | 0.01% | 0.17% | 0.67% | Q2 2018 | Q3 2023 | 11 |
ATTICUS WEALTH MANAGEMENT, LLC | 11 | 11 | 0.02% | 0.09% | 0.18% | Q4 2020 | Q2 2023 | 11 |
FINANCIAL LIFE ADVISORS | 9 | 2 | 0.11% | 2.01% | 5.05% | Q4 2017 | Q3 2022 | 11 |
TrueWealth Advisors, LLC | 11 | 11 | 0.12% | 0.20% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Laurel Wealth Advisors LLC | 10 | 1 | 0.01% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 11 |
Mechanics Bank Trust Department | 8 | 1 | 0.04% | 0.06% | 0.07% | Q3 2016 | Q3 2020 | 11 |
Acorn Wealth Advisors, LLC | 8 | 3 | 0.02% | 0.28% | 0.46% | Q4 2017 | Q3 2022 | 11 |
Foothills Asset Management, Ltd. | 11 | 11 | 0.39% | 2.04% | 2.66% | Q2 2014 | Q4 2016 | 11 |
Financial Engines Advisors L.L.C. | 8 | 3 | 0.00% | 0.03% | 0.12% | Q4 2020 | Q3 2023 | 11 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Alamar Capital Management, LLC | 9 | 1 | 0.15% | 0.31% | 0.47% | Q4 2020 | Q3 2023 | 10 |
BANK HAPOALIM BM | 10 | 10 | 0.10% | 0.18% | 0.24% | Q4 2015 | Q1 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.15% | 0.94% | Q1 2021 | Q3 2023 | 10 |
Aveo Capital Partners, LLC | 9 | 1 | 0.04% | 0.28% | 0.55% | Q4 2016 | Q3 2023 | 10 |
3D/L Capital Management, LLC | 10 | 10 | 0.08% | 0.13% | 0.17% | Q1 2021 | Q2 2023 | 10 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 1 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 10 |
BRYN MAWR TRUST Co | 7 | 1 | 0.01% | 0.03% | 0.04% | Q2 2015 | Q1 2020 | 10 |
Strategic Blueprint, LLC | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 0.74% | 1.33% | 2.38% | Q2 2021 | Q3 2023 | 10 |
Burleson & Company, LLC | 10 | 10 | 0.71% | 0.89% | 1.21% | Q3 2020 | Q4 2022 | 10 |
ACG Wealth | 7 | 1 | 0.01% | 0.04% | 0.06% | Q2 2017 | Q2 2022 | 10 |
NICOLET BANKSHARES INC | 5 | 1 | 0.10% | 0.18% | 0.32% | Q3 2017 | Q4 2021 | 10 |
JAMES INVESTMENT RESEARCH INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2021 | 10 |
SEI INVESTMENTS CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 10 |
Avantax Planning Partners, Inc. | 4 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 10 |
MONTAG A & ASSOCIATES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Thomasville National Bank | 10 | 10 | 0.03% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 10 |
PHH Investments, Ltd. | 10 | 10 | 0.17% | 0.59% | 1.09% | Q3 2017 | Q4 2019 | 10 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.03% | 0.15% | Q4 2016 | Q3 2023 | 10 |
Carl P. Sherr & Co., LLC | 10 | 10 | 0.14% | 0.27% | 0.43% | Q4 2019 | Q1 2022 | 10 |
Apella Capital, LLC | 7 | 3 | 0.12% | 0.24% | 0.42% | Q2 2021 | Q4 2023 | 10 |
9258 Wealth Management, LLC | 10 | 10 | 0.08% | 0.13% | 0.21% | Q2 2021 | Q3 2023 | 10 |
Legacy Advisors, LLC | 8 | 2 | 0.00% | 0.04% | 0.06% | Q4 2016 | Q2 2019 | 10 |
CAROLINAS WEALTH CONSULTING LLC | 5 | 5 | 0.03% | 1.04% | 5.84% | Q1 2020 | Q3 2023 | 10 |
CNB Bank | 7 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q1 2023 | 10 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 1.14% | 6.11% | Q1 2015 | Q3 2023 | 10 |
Avidian Wealth Solutions, LLC | 5 | 1 | 0.01% | 1.46% | 5.06% | Q2 2016 | Q3 2023 | 10 |
Ken Stern & Associates, Inc. | 10 | 10 | 3.58% | 6.26% | 10.78% | Q4 2015 | Q1 2018 | 10 |
HIGH POINT BANK & TRUST CO | 8 | 2 | 0.01% | 0.90% | 5.53% | Q2 2013 | Q4 2016 | 10 |
Wealthspire Advisors, L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
Bank of New Hampshire | 10 | 10 | 0.14% | 0.16% | 0.18% | Q2 2021 | Q3 2023 | 10 |
H&H Retirement Design & Management INC | 4 | 3 | 0.20% | 1.88% | 3.80% | Q1 2020 | Q4 2022 | 10 |
Schneider Downs Wealth Management Advisors, LP | 10 | 10 | 0.16% | 0.20% | 0.21% | Q1 2016 | Q2 2018 | 10 |
Mariner, LLC | 9 | 1 | 0.01% | 0.18% | 0.29% | Q2 2019 | Q3 2023 | 10 |
Newbridge Financial Services Group, Inc. | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Schiavi & Co LLC | 10 | 10 | 0.78% | 3.66% | 6.76% | Q2 2021 | Q3 2023 | 10 |
Loveless Wealth Management LLC | 9 | 1 | 0.25% | 1.60% | 2.25% | Q4 2019 | Q2 2022 | 10 |
Private Wealth Strategies, L.L.C. | 10 | 10 | 1.27% | 1.44% | 1.72% | Q1 2020 | Q2 2022 | 10 |
Sunflower Bank, N.A. | 10 | 10 | 0.08% | 1.55% | 4.46% | Q2 2020 | Q3 2022 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.06% | 0.38% | 0.99% | Q2 2013 | Q2 2015 | 9 |
American Money Management, LLC | 9 | 9 | 0.30% | 0.44% | 0.62% | Q3 2021 | Q3 2023 | 9 |
Journey Advisory Group, LLC | 9 | 9 | 0.09% | 0.33% | 0.46% | Q4 2020 | Q4 2022 | 9 |
Capital Advisors, Ltd. LLC | 8 | 1 | 0.01% | 0.12% | 0.36% | Q4 2013 | Q3 2023 | 9 |
Acropolis Investment Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2022 | 9 |
Pointe Capital Management LLC | 8 | 1 | 0.01% | 0.56% | 1.48% | Q3 2016 | Q1 2023 | 9 |
Ausdal Financial Partners, Inc. | 6 | 3 | 0.03% | 0.07% | 0.13% | Q4 2015 | Q4 2021 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.18% | 0.28% | 0.33% | Q3 2021 | Q3 2023 | 9 |
Homrich & Berg | 5 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2021 | 9 |
DIMENSION CAPITAL MANAGEMENT LLC | 6 | 1 | 0.04% | 0.05% | 0.08% | Q3 2020 | Q2 2023 | 9 |
Milestone Advisory Partners | 9 | 9 | 0.17% | 5.33% | 12.29% | Q2 2020 | Q2 2022 | 9 |
Premise Capital, LLC | 9 | 9 | 0.12% | 1.38% | 6.30% | Q4 2015 | Q4 2017 | 9 |
Ellevest, Inc. | 9 | 9 | 0.00% | 0.01% | 0.09% | Q1 2020 | Q1 2022 | 9 |
Strategic Financial Services, Inc, | 8 | 1 | 0.15% | 0.26% | 0.37% | Q2 2016 | Q1 2022 | 9 |
Domani Wealth, LLC | 5 | 4 | 0.05% | 0.18% | 0.40% | Q1 2018 | Q1 2021 | 9 |
Chesley Taft & Associates LLC | 9 | 9 | 0.05% | 0.06% | 0.06% | Q4 2015 | Q4 2017 | 9 |
Cedar Mountain Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 9 |
FDx Advisors, Inc. | 6 | 1 | 0.01% | 0.20% | 0.43% | Q4 2014 | Q2 2019 | 9 |
WRAPMANAGER INC | 9 | 9 | 1.46% | 1.77% | 2.23% | Q4 2015 | Q4 2017 | 9 |
Clear Perspective Advisors, LLC | 7 | 2 | 0.03% | 0.13% | 0.22% | Q4 2016 | Q3 2019 | 9 |
Meridian Wealth Management, LLC | 8 | 1 | 0.01% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Legacy Private Trust Co. | 8 | 1 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q1 2016 | 9 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 9 |
Stuart Chaussee & Associates, Inc. | 7 | 2 | 0.00% | 7.66% | 38.84% | Q1 2017 | Q4 2019 | 9 |
Foundations Investment Advisors, LLC | 7 | 1 | 0.01% | 0.45% | 3.88% | Q2 2020 | Q3 2023 | 9 |
Fermata Advisors, LLC | 8 | 1 | 0.97% | 1.54% | 2.07% | Q2 2021 | Q3 2023 | 9 |
Wolff Financial Management LLC | 5 | 4 | 0.13% | 0.18% | 0.23% | Q1 2020 | Q3 2022 | 9 |
BancFirst Trust & Investment Management | 9 | 9 | 1.08% | 1.49% | 1.82% | Q4 2021 | Q4 2023 | 9 |
EAGLE GLOBAL ADVISORS LLC | 9 | 9 | 0.17% | 0.26% | 0.35% | Q3 2020 | Q3 2022 | 9 |
GIRARD PARTNERS LTD. | 9 | 9 | 0.12% | 0.56% | 0.97% | Q4 2016 | Q4 2018 | 9 |
GSB Wealth Management, LLC | 8 | 1 | 0.10% | 0.20% | 0.24% | Q2 2021 | Q3 2023 | 9 |
Keudell/Morrison Wealth Management | 3 | 3 | 0.14% | 7.79% | 12.82% | Q3 2020 | Q3 2023 | 9 |
Bangor Savings Bank | 6 | 3 | 0.00% | 0.03% | 0.09% | Q3 2017 | Q3 2023 | 9 |
AEGON USA Investment Management, LLC | 9 | 9 | 0.40% | 2.30% | 6.46% | Q2 2013 | Q2 2015 | 9 |
RWA WEALTH PARTNERS, LLC | 7 | 2 | 0.02% | 0.39% | 1.60% | Q4 2020 | Q3 2023 | 9 |
Bromfield Sneider Wealth Advisors | 9 | 9 | 0.33% | 1.86% | 3.61% | Q4 2021 | Q4 2023 | 9 |
Jackson, Grant Investment Advisers, Inc. | 5 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 9 |
Windsor Financial Group, LLC | 9 | 9 | 0.10% | 0.13% | 0.15% | Q2 2015 | Q2 2017 | 9 |
55I, LLC | 9 | 9 | 0.02% | 0.10% | 0.29% | Q1 2020 | Q1 2022 | 9 |
Peninsula Wealth, LLC | 8 | 1 | 0.10% | 0.16% | 0.32% | Q3 2020 | Q3 2023 | 9 |
Portfolio Strategies Inc | 5 | 4 | 0.01% | 0.68% | 1.79% | Q4 2013 | Q4 2017 | 9 |
Leo H. Evart, Inc. | 8 | 8 | 7.16% | 8.24% | 8.86% | Q4 2021 | Q3 2023 | 8 |
Austin Asset Management Co Inc | 8 | 8 | 2.39% | 2.78% | 3.07% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 0.55% | 0.67% | 0.78% | Q4 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.14% | 0.22% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Sheaff Brock Investment Advisors, LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q1 2019 | 8 |
PROFESSIONAL PLANNING | 8 | 8 | 0.50% | 3.27% | 7.73% | Q4 2019 | Q3 2021 | 8 |
Axiom Financial Strategies, LLC | 8 | 8 | 4.66% | 5.87% | 7.12% | Q1 2020 | Q4 2021 | 8 |
Prosperity Consulting Group, LLC | 8 | 8 | 0.10% | 0.19% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Grove Bank & Trust | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2023 | 8 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.06% | 0.16% | Q2 2016 | Q1 2018 | 8 |
TOMPKINS FINANCIAL CORP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
Yellowstone Partners, LLC | 6 | 2 | 0.11% | 0.48% | 0.84% | Q2 2015 | Q4 2017 | 8 |
FIRST FOUNDATION ADVISORS | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 8 |
Castle Rock Wealth Management, LLC | 5 | 3 | 0.31% | 0.81% | 1.43% | Q4 2017 | Q1 2021 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.05% | 0.16% | 0.75% | Q4 2021 | Q3 2023 | 8 |
Polaris Wealth Advisory Group, LLC | 5 | 3 | 0.00% | 1.52% | 4.44% | Q1 2016 | Q3 2018 | 8 |
Prime Capital Investment Advisors, LLC | 5 | 1 | 0.01% | 0.05% | 0.16% | Q4 2017 | Q3 2023 | 8 |
Boltwood Capital Management | 8 | 8 | 0.13% | 0.22% | 0.32% | Q4 2015 | Q3 2017 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Madden Advisory Services, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 8 |
Wealth Architects, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q2 2022 | 8 |
FULTON BREAKEFIELD BROENNIMAN LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
EASTERLY INVESTMENT PARTNERS LLC | 8 | 8 | 0.17% | 0.18% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Jackson Wealth Management, LLC | 8 | 8 | 1.79% | 2.24% | 2.77% | Q4 2014 | Q3 2016 | 8 |
South Shore Capital Advisors | 8 | 8 | 0.38% | 0.56% | 0.70% | Q4 2020 | Q3 2022 | 8 |
BLUESTEM FINANCIAL ADVISORS, LLC | 6 | 2 | 0.15% | 0.21% | 0.41% | Q4 2019 | Q1 2022 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Silver Oak Advisory Group, Inc. | 8 | 8 | 1.85% | 2.47% | 3.32% | Q4 2021 | Q3 2023 | 8 |
Stone Toro Investment Advisers, LP | 8 | 8 | 0.63% | 2.11% | 7.74% | Q2 2013 | Q1 2015 | 8 |
Ascent Group, LLC | 8 | 8 | 0.22% | 0.23% | 0.24% | Q4 2021 | Q3 2023 | 8 |
MKT Advisors LLC | 8 | 8 | 0.17% | 0.21% | 0.27% | Q4 2021 | Q3 2023 | 8 |
BEAM WEALTH ADVISORS, INC. | 8 | 8 | 0.32% | 1.47% | 2.64% | Q4 2019 | Q3 2021 | 8 |
OLIO Financial Planning | 8 | 8 | 8.01% | 9.98% | 11.46% | Q4 2021 | Q3 2023 | 8 |
DIVIDEND ASSETS CAPITAL, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q1 2021 | 8 |
CAPITAL PERFORMANCE ADVISORS LLP | 8 | 8 | 0.84% | 0.89% | 0.94% | Q4 2021 | Q3 2023 | 8 |
Private Ocean, LLC | 8 | 8 | 0.01% | 0.11% | 0.67% | Q4 2018 | Q3 2020 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.15% | 0.20% | 0.30% | Q4 2021 | Q3 2023 | 8 |
FIRST NATIONAL BANK OF OMAHA | 5 | 3 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2023 | 8 |
STUDIO INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.26% | 0.84% | 1.66% | Q4 2021 | Q3 2023 | 8 |
Powers Advisory Group, LLC | 8 | 8 | 0.51% | 0.65% | 0.91% | Q4 2021 | Q3 2023 | 8 |
Symmetry Partners, LLC | 7 | 1 | 0.04% | 0.07% | 0.13% | Q1 2018 | Q1 2020 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.01% | 0.04% | 0.11% | Q4 2020 | Q1 2023 | 8 |
Proficio Capital Partners LLC | 8 | 8 | 0.04% | 0.09% | 0.13% | Q2 2016 | Q1 2018 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.00% | 0.07% | 0.09% | Q4 2014 | Q3 2016 | 8 |
MATTERN CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.53% | 0.82% | 1.10% | Q1 2021 | Q4 2022 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 8 |
Charter Oak Capital Management, LLC | 8 | 8 | 0.04% | 0.11% | 0.18% | Q4 2020 | Q3 2022 | 8 |
Vestmark Advisory Solutions, Inc. | 3 | 2 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q1 2023 | 8 |
ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 8 | 8 | 0.35% | 0.55% | 0.81% | Q4 2021 | Q3 2023 | 8 |
TrueWealth Financial Partners | 8 | 8 | 5.02% | 5.51% | 5.78% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 3.35% | 3.43% | 3.56% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 8 |
American Trust | 8 | 8 | 0.02% | 4.84% | 6.46% | Q4 2021 | Q3 2023 | 8 |
Kowal Investment Group, LLC | 7 | 1 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q1 2023 | 8 |
HBW ADVISORY SERVICES LLC | 3 | 2 | 0.05% | 0.17% | 0.68% | Q3 2020 | Q3 2023 | 8 |
Paulson Wealth Management Inc. | 4 | 4 | 0.76% | 2.38% | 4.83% | Q4 2017 | Q3 2021 | 8 |
Fiduciary Wealth Partners, LLC | 8 | 8 | 0.20% | 0.26% | 0.34% | Q4 2015 | Q3 2017 | 8 |
GREENUP STREET WEALTH MANAGEMENT LLC | 8 | 8 | 0.74% | 1.33% | 1.80% | Q4 2021 | Q3 2023 | 8 |
D. SCOTT NEAL, INC. | 8 | 8 | 0.02% | 0.07% | 0.14% | Q4 2015 | Q3 2017 | 8 |
DBK Financial Counsel, LLC | 8 | 8 | 2.41% | 4.21% | 5.99% | Q4 2021 | Q3 2023 | 8 |
Darrow Company, Inc. | 8 | 8 | 8.48% | 9.66% | 10.12% | Q4 2021 | Q3 2023 | 8 |
Morningstar Investment Services LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2020 | 8 |
CAHILL FINANCIAL ADVISORS INC | 7 | 1 | 0.02% | 0.96% | 1.57% | Q1 2016 | Q3 2021 | 8 |
Blooom, Inc. | 8 | 8 | 4.87% | 7.39% | 12.40% | Q4 2020 | Q3 2022 | 8 |
Santori & Peters, Inc. | 7 | 1 | 0.11% | 0.24% | 0.37% | Q4 2017 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.18% | 0.36% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Brewster Financial Planning LLC | 8 | 8 | 12.39% | 13.25% | 14.24% | Q4 2021 | Q3 2023 | 8 |
Neumann Capital Management, LLC | 5 | 3 | 0.13% | 2.37% | 4.34% | Q2 2020 | Q3 2023 | 8 |
Walker Asset Management, LLC | 8 | 8 | 0.18% | 0.21% | 0.24% | Q1 2022 | Q4 2023 | 8 |
MKD WEALTH COACHES, LLC | 8 | 8 | 0.32% | 0.52% | 0.84% | Q4 2018 | Q3 2020 | 8 |
Intergy Private Wealth, LLC | 8 | 8 | 2.12% | 2.52% | 3.29% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.10% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.10% | 0.31% | Q3 2013 | Q2 2017 | 8 |
PRENTISS SMITH & CO INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.43% | 1.14% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.18% | 0.55% | 1.09% | Q4 2021 | Q3 2023 | 8 |
Selective Wealth Management, Inc. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q3 2022 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.17% | 0.20% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SCHWARTZ INVESTMENT COUNSEL INC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
Benedetti & Gucer, Inc. | 7 | 7 | 0.23% | 0.80% | 2.75% | Q4 2021 | Q2 2023 | 7 |
Paragon Wealth Strategies, LLC | 7 | 7 | 3.00% | 4.20% | 9.38% | Q2 2020 | Q4 2021 | 7 |
Allegis Investment Advisors, LLC | 7 | 7 | 0.15% | 0.20% | 0.32% | Q3 2016 | Q1 2018 | 7 |
PagnatoKarp Partners LLC | 5 | 2 | 0.23% | 0.33% | 0.62% | Q4 2016 | Q3 2018 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
IBEX WEALTH ADVISORS | 4 | 1 | 0.01% | 0.56% | 2.10% | Q3 2016 | Q3 2021 | 7 |
Raab & Moskowitz Asset Management LLC | 6 | 1 | 0.01% | 0.09% | 0.11% | Q2 2017 | Q4 2019 | 7 |
Essex Private Wealth Management, LLC | 7 | 7 | 0.52% | 1.50% | 2.28% | Q2 2020 | Q4 2021 | 7 |
Sage Financial Management Group, Inc. | 6 | 1 | 8.79% | 10.25% | 12.12% | Q4 2021 | Q3 2023 | 7 |
Investments & Financial Planning, LLC | 4 | 3 | 1.70% | 2.10% | 2.53% | Q4 2021 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.02% | 0.04% | 0.04% | Q4 2020 | Q2 2022 | 7 |
Prostatis Group LLC | 4 | 1 | 0.13% | 2.65% | 6.30% | Q4 2020 | Q2 2023 | 7 |
Ziegler Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Horan Securities, Inc. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q2 2023 | 7 |
MinichMacGregor Wealth Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 7 |
Integrated Wealth Management | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q3 2016 | 7 |
Aries Wealth Management | 7 | 7 | 0.24% | 0.41% | 0.59% | Q2 2020 | Q4 2021 | 7 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 7 | 7 | 0.17% | 4.23% | 9.31% | Q1 2022 | Q3 2023 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 7 |
Pinnacle Summer Investments, Inc. | 7 | 7 | 0.32% | 1.17% | 2.22% | Q2 2014 | Q4 2015 | 7 |
ALLIANCEBERNSTEIN L.P. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2016 | 7 |
Dominick & Dominick LLC | 7 | 7 | 0.57% | 0.82% | 0.94% | Q2 2013 | Q4 2014 | 7 |
Investors Capital Advisory Services | 4 | 3 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q2 2016 | 7 |
Summit Wealth Group, LLC | 5 | 2 | 0.23% | 2.69% | 4.02% | Q4 2019 | Q2 2023 | 7 |
Verition Fund Management LLC | 4 | 1 | 0.02% | 0.20% | 0.54% | Q1 2018 | Q1 2021 | 7 |
Private Harbour Investment Management & Counsel, LLC | 7 | 7 | 0.97% | 3.49% | 4.40% | Q2 2016 | Q4 2017 | 7 |
Zhang Financial LLC | 7 | 7 | 0.04% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Pasadena Private Wealth, LLC | 6 | 1 | 0.21% | 0.69% | 2.07% | Q2 2021 | Q2 2023 | 7 |
MEITAV INVESTMENT HOUSE LTD | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 7 |
Cahill Wealth Management, LLC | 7 | 7 | 1.39% | 2.68% | 4.33% | Q1 2022 | Q3 2023 | 7 |
BAIRD ROBERT W & CO INC /WI/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 7 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 7 | 7 | 0.23% | 0.65% | 1.04% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q4 2021 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.14% | 0.18% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Compass Ion Advisors, LLC | 7 | 7 | 5.34% | 13.00% | 29.49% | Q3 2020 | Q1 2022 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.08% | 0.10% | 0.14% | Q1 2022 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q1 2021 | 7 |
PLANNING DIRECTIONS INC | 4 | 3 | 0.19% | 0.55% | 1.11% | Q1 2018 | Q1 2022 | 7 |
Iron Horse Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q4 2014 | 7 |
US FINANCIAL ADVISORS, LLC | 5 | 2 | 0.02% | 0.53% | 1.00% | Q2 2015 | Q1 2021 | 7 |
Friedenthal Financial | 4 | 1 | 0.12% | 1.56% | 3.77% | Q2 2019 | Q2 2022 | 7 |
Center for Financial Planning, Inc. | 7 | 7 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Cribstone Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
FOSTER & MOTLEY INC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2020 | 7 |
Bluefin Trading, LLC | 2 | 1 | 0.11% | 0.49% | 0.87% | Q2 2013 | Q2 2017 | 7 |
Houlihan Financial Resource Group, Ltd. | 3 | 1 | 1.38% | 1.87% | 2.31% | Q4 2019 | Q3 2023 | 7 |
UNITED BANK, INC. | 7 | 7 | 0.87% | 0.96% | 1.04% | Q1 2016 | Q3 2017 | 7 |
Measured Wealth Private Client Group, LLC | 6 | 1 | 1.74% | 4.56% | 6.33% | Q3 2017 | Q3 2019 | 7 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 6 | 1 | 0.00% | 0.07% | 0.42% | Q4 2015 | Q3 2018 | 7 |
FORVIS Wealth Advisors, LLC | 6 | 1 | 0.02% | 0.04% | 0.07% | Q1 2015 | Q3 2023 | 7 |
Realta Investment Advisors | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Asset Allocation & Management Company, LLC | 7 | 7 | 0.30% | 0.42% | 0.55% | Q4 2019 | Q2 2021 | 7 |
Provident Wealth Management, LLC | 7 | 7 | 1.06% | 1.29% | 1.72% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.05% | 0.12% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Warwick Investment Management, Inc. | 4 | 3 | 0.90% | 1.22% | 1.54% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.29% | 0.36% | 0.41% | Q1 2022 | Q3 2023 | 7 |
Arkos Global Advisors | 7 | 7 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q4 2021 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.12% | 0.27% | 0.40% | Q4 2019 | Q2 2021 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q4 2014 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
SOUTH GEORGIA CAPITAL, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2015 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.05% | 0.14% | Q3 2018 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.03% | 0.12% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Capital Directions Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q4 2022 | 6 |
TimeScale Financial, Inc. | 4 | 2 | 0.00% | 0.07% | 0.20% | Q2 2019 | Q2 2023 | 6 |
Leeward Financial Partners, LLC | 4 | 2 | 0.17% | 1.16% | 1.60% | Q4 2021 | Q3 2023 | 6 |
Greenwich Wealth Management LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.04% | 0.06% | 0.10% | Q1 2022 | Q2 2023 | 6 |
Kelman-Lazarov, Inc. | 6 | 6 | 1.26% | 2.85% | 6.87% | Q2 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Hoese & Co LLP | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Tortoise Investment Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2018 | 6 |
CAPE COD FIVE CENTS SAVINGS BANK | 6 | 6 | 2.94% | 3.59% | 3.92% | Q2 2022 | Q3 2023 | 6 |
MORRIS FINANCIAL CONCEPTS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Berger Financial Group, Inc | 6 | 6 | 0.03% | 0.07% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Redwood Financial Network Corp | 6 | 6 | 0.20% | 0.29% | 0.33% | Q1 2022 | Q2 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Boyd Wealth Management, LLC | 6 | 6 | 0.29% | 0.39% | 0.55% | Q2 2022 | Q3 2023 | 6 |
Hill Investment Group Partners, LLC | 6 | 6 | 0.12% | 0.17% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Merit Financial Group, LLC | 6 | 6 | 1.54% | 2.02% | 2.31% | Q2 2022 | Q3 2023 | 6 |
Hills Bank & Trust Co | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
AlphaMark Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Beaird Harris Wealth Management, LLC | 5 | 1 | 0.00% | 0.11% | 0.49% | Q4 2021 | Q3 2023 | 6 |
Insight Wealth Partners, LLC | 6 | 6 | 0.26% | 7.18% | 16.09% | Q1 2022 | Q2 2023 | 6 |
Parisi Gray Wealth Management | 5 | 1 | 0.01% | 0.01% | 0.06% | Q1 2018 | Q2 2021 | 6 |
Enterprise Trust & Investment Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
NewFocus Financial Group, LLC | 6 | 6 | 0.23% | 0.27% | 0.33% | Q3 2016 | Q4 2017 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
GeoWealth Management, LLC | 2 | 1 | 0.00% | 0.21% | 1.26% | Q3 2019 | Q3 2023 | 6 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 1 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2019 | 6 |
LAKE STREET PRIVATE WEALTH, LLC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q1 2022 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Anson Capital, Inc. | 6 | 6 | 0.72% | 1.03% | 1.63% | Q4 2021 | Q1 2023 | 6 |
CULLEN/FROST BANKERS, INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
Tranquilli Financial Advisor LLC | 5 | 1 | 0.39% | 0.94% | 2.35% | Q4 2020 | Q2 2023 | 6 |
Essex Savings Bank | 3 | 1 | 0.06% | 0.10% | 0.12% | Q4 2018 | Q2 2023 | 6 |
Waverly Advisors, LLC | 6 | 6 | 0.04% | 0.07% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Insight Advisors, LLC/ PA | 6 | 6 | 0.10% | 0.14% | 0.19% | Q4 2020 | Q1 2022 | 6 |
Madrona Financial Services, LLC | 4 | 2 | 0.24% | 0.64% | 0.88% | Q1 2016 | Q3 2023 | 6 |
Francis Financial, Inc. | 6 | 6 | 0.31% | 5.38% | 11.87% | Q2 2022 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.02% | 0.09% | 0.15% | Q3 2016 | Q3 2021 | 6 |
Platform Technology Partners | 6 | 6 | 1.27% | 1.57% | 1.96% | Q2 2022 | Q3 2023 | 6 |
Dakota Wealth Management | 5 | 1 | 0.04% | 0.11% | 0.20% | Q4 2020 | Q3 2023 | 6 |
Cooper Financial Group | 6 | 6 | 0.22% | 0.32% | 0.43% | Q2 2022 | Q3 2023 | 6 |
KLS Professional Advisors Group, LLC | 6 | 6 | 0.25% | 0.54% | 0.84% | Q1 2018 | Q2 2019 | 6 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 6 | 6 | 0.06% | 0.07% | 0.07% | Q1 2014 | Q2 2015 | 6 |
ALESCO ADVISORS LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Forum Private Client Group LLC | 6 | 6 | 0.19% | 0.30% | 0.48% | Q1 2022 | Q2 2023 | 6 |
Sterling Investment Advisors, Ltd. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 6 |
WASHBURN CAPITAL MANAGEMENT, INC. | 6 | 6 | 1.84% | 2.69% | 3.33% | Q4 2019 | Q1 2021 | 6 |
Cutler Group LLC / CA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.22% | 0.51% | 1.00% | Q2 2013 | Q3 2014 | 6 |
FIRST INTERSTATE BANK | 3 | 3 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q4 2019 | 6 |
Jackson Hole Capital Partners, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
One Capital Management, LLC | 3 | 1 | 0.00% | 0.30% | 1.22% | Q3 2014 | Q2 2023 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.10% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 6 |
Jaffetilchin Investment Partners, LLC | 6 | 6 | 0.02% | 0.11% | 0.47% | Q2 2022 | Q3 2023 | 6 |
GODSEY & GIBB, INC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Galvin, Gaustad & Stein, LLC | 6 | 6 | 0.04% | 0.50% | 0.79% | Q2 2022 | Q3 2023 | 6 |
Professional Financial Advisors, LLC | 4 | 1 | 0.10% | 1.30% | 2.21% | Q4 2019 | Q3 2023 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
TCWP LLC | 6 | 6 | 0.33% | 0.50% | 0.64% | Q1 2022 | Q2 2023 | 6 |
Capital Group Private Client Services, Inc. | 4 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 6 |
Ten Capital Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.98% | 2.68% | Q3 2020 | Q1 2023 | 6 |
Parasol Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
VANCE WEALTH, INC. | 4 | 2 | 0.13% | 0.30% | 0.52% | Q4 2021 | Q3 2023 | 6 |
Graypoint LLC | 6 | 6 | 0.11% | 0.30% | 0.54% | Q3 2020 | Q4 2021 | 6 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
KRAFT ASSET MANAGEMENT, LLC | 6 | 6 | 0.40% | 0.46% | 0.51% | Q2 2022 | Q3 2023 | 6 |
WBI INVESTMENTS, LLC | 6 | 6 | 0.21% | 2.11% | 3.71% | Q1 2015 | Q2 2016 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q4 2021 | 6 |
Hardy Reed LLC | 6 | 6 | 0.14% | 0.16% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Private Portfolio Partners LLC | 6 | 6 | 0.05% | 0.10% | 0.15% | Q3 2020 | Q4 2021 | 6 |
Hayden Royal, LLC | 6 | 6 | 0.20% | 0.23% | 0.32% | Q2 2019 | Q3 2020 | 6 |
RDA Financial Network | 6 | 6 | 0.10% | 0.10% | 0.12% | Q3 2019 | Q4 2020 | 6 |
Lebenthal Global Advisors, LLC | 5 | 1 | 0.00% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 6 |
QUADRANT CAPITAL GROUP LLC | 6 | 6 | 0.20% | 0.33% | 0.43% | Q2 2022 | Q3 2023 | 6 |
United Asset Strategies, Inc. | 3 | 2 | 0.11% | 0.22% | 0.46% | Q2 2016 | Q3 2017 | 5 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 1 | 0.06% | 0.87% | 2.79% | Q3 2021 | Q4 2023 | 5 |
PARK NATIONAL CORP /OH/ | 5 | 5 | 0.06% | 0.15% | 0.29% | Q4 2022 | Q4 2023 | 5 |
Stokes Family Office, LLC | 4 | 1 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q2 2023 | 5 |
LifePro Asset Management | 3 | 1 | 0.08% | 0.21% | 0.36% | Q4 2020 | Q3 2023 | 5 |
Capital Bank & Trust Co | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 5 |
Advocacy Wealth Management Services, LLC | 3 | 2 | 0.17% | 0.71% | 1.57% | Q2 2013 | Q3 2016 | 5 |
WMS Partners, LLC | 5 | 5 | 0.06% | 0.12% | 0.15% | Q2 2020 | Q2 2021 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
RGT Wealth Advisors, LLC | 3 | 2 | 0.00% | 0.08% | 0.18% | Q3 2016 | Q3 2022 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.11% | 0.12% | 0.12% | Q3 2015 | Q3 2016 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q3 2022 | 5 |
Wescott Financial Advisory Group, LLC | 5 | 5 | 0.15% | 0.81% | 1.10% | Q3 2022 | Q3 2023 | 5 |
PIN OAK INVESTMENT ADVISORS INC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q4 2018 | 5 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 1 | 0.03% | 0.44% | 0.88% | Q2 2014 | Q3 2016 | 5 |
AMI INVESTMENT MANAGEMENT INC | 5 | 5 | 0.35% | 1.35% | 4.36% | Q4 2014 | Q4 2015 | 5 |
Trust Co | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q4 2016 | 5 |
Paracle Advisors, LLC | 5 | 5 | 0.08% | 0.10% | 0.13% | Q1 2020 | Q1 2021 | 5 |
Csenge Advisory Group | 3 | 1 | 0.02% | 0.19% | 0.47% | Q4 2017 | Q1 2022 | 5 |
JT Stratford LLC | 4 | 1 | 0.07% | 0.14% | 0.32% | Q2 2021 | Q3 2023 | 5 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Crestwood Advisors Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2021 | 5 |
HC FINANCIAL ADVISORS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.26% | 0.27% | 0.29% | Q2 2013 | Q2 2021 | 5 |
One Wealth Advisors, LLC | 4 | 1 | 0.07% | 0.14% | 0.19% | Q1 2022 | Q3 2023 | 5 |
CABANA LLC | 3 | 1 | 0.26% | 4.48% | 8.56% | Q2 2020 | Q2 2023 | 5 |
Apollon Wealth Management, LLC | 5 | 5 | 0.06% | 0.11% | 0.20% | Q2 2020 | Q2 2021 | 5 |
PAX Financial Group, LLC | 5 | 5 | 0.54% | 0.57% | 0.62% | Q3 2022 | Q3 2023 | 5 |
REGENTATLANTIC CAPITAL LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2018 | 5 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.05% | 0.18% | 0.33% | Q4 2021 | Q3 2023 | 5 |
Signify Wealth | 5 | 5 | 4.52% | 10.24% | 13.37% | Q3 2022 | Q3 2023 | 5 |
First Financial Bank - Trust Division | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.05% | 0.05% | 0.07% | Q1 2021 | Q1 2022 | 5 |
Hilltop Holdings Inc. | 5 | 5 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q1 2022 | 5 |
DB Wealth Management Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Apriem Advisors | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2017 | 5 |
Financial Sense Advisors, Inc. | 5 | 5 | 0.31% | 0.49% | 0.74% | Q3 2019 | Q3 2020 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.27% | 0.29% | 0.30% | Q3 2022 | Q3 2023 | 5 |
RS CRUM INC. | 5 | 5 | 0.43% | 0.52% | 0.58% | Q3 2022 | Q3 2023 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 5 | 5 | 0.21% | 1.00% | 3.97% | Q4 2020 | Q4 2021 | 5 |
Amplius Wealth Advisors, LLC | 4 | 1 | 0.03% | 1.50% | 2.20% | Q4 2021 | Q3 2023 | 5 |
SVB Investment Services Inc. | 5 | 5 | 0.12% | 0.18% | 0.26% | Q4 2019 | Q4 2020 | 5 |
CHOREO, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q1 2018 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 5 |
CMC Financial Group | 5 | 5 | 0.54% | 8.54% | 27.54% | Q4 2018 | Q4 2019 | 5 |
Morningstar Investment Management LLC | 5 | 5 | 0.80% | 2.97% | 6.20% | Q4 2018 | Q4 2019 | 5 |
Brand Asset Management Group, Inc. | 3 | 1 | 0.03% | 0.14% | 0.29% | Q2 2020 | Q1 2022 | 5 |
Karp Capital Management Corp | 4 | 1 | 0.00% | 0.21% | 0.34% | Q2 2016 | Q4 2018 | 5 |
Strategic Wealth Investment Group, LLC | 5 | 5 | 0.12% | 2.64% | 12.35% | Q4 2019 | Q4 2020 | 5 |
Milliman Financial Risk Management LLC | 5 | 5 | 1.05% | 1.15% | 1.32% | Q4 2015 | Q4 2016 | 5 |
First Allied Asset Management, Inc. | 3 | 2 | 0.03% | 0.95% | 1.86% | Q2 2013 | Q3 2014 | 5 |
Advisory Alpha, LLC | 5 | 5 | 0.16% | 0.19% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Heritage Trust Co | 4 | 1 | 0.05% | 0.07% | 0.09% | Q1 2017 | Q4 2018 | 5 |
KELLEHER FINANCIAL ADVISORS | 5 | 5 | 0.10% | 0.12% | 0.14% | Q1 2021 | Q1 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.21% | 0.26% | 0.27% | Q4 2021 | Q4 2022 | 5 |
Smallwood Wealth Investment Management, LLC | 5 | 5 | 3.00% | 3.50% | 4.12% | Q3 2022 | Q3 2023 | 5 |
Wealthspire Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Baker Avenue Asset Management, LP | 4 | 1 | 0.00% | 0.09% | 0.17% | Q3 2017 | Q3 2023 | 5 |
BHF RG Capital Inc. | 5 | 5 | 0.96% | 5.38% | 7.70% | Q2 2020 | Q2 2021 | 5 |
Smart Money Group LLC | 3 | 2 | 0.93% | 1.44% | 2.33% | Q4 2021 | Q3 2023 | 5 |
CHATHAM CAPITAL GROUP, INC. | 5 | 5 | 0.13% | 1.30% | 2.24% | Q2 2013 | Q2 2014 | 5 |
LBA Wealth Management, LLC | 3 | 2 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q3 2016 | 5 |
FAIRFIELD, BUSH & CO. | 3 | 1 | 0.01% | 0.57% | 1.31% | Q2 2013 | Q2 2023 | 5 |
KLK CAPITAL MANAGEMENT LLC | 5 | 5 | 7.90% | 8.31% | 8.77% | Q3 2022 | Q3 2023 | 5 |
Hefty Wealth Partners | 4 | 1 | 0.03% | 0.11% | 0.28% | Q4 2015 | Q1 2018 | 5 |
KFA Private Wealth Group, LLC | 5 | 5 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q4 2021 | 5 |
Regal Investment Advisors LLC | 3 | 1 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q4 2020 | 5 |
Squarepoint Ops LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.00% | 0.06% | 0.16% | Q1 2018 | Q1 2019 | 5 |
SIMMONS FIRST TRUST CO NA | 5 | 5 | 0.51% | 0.99% | 1.16% | Q4 2014 | Q4 2015 | 5 |
USAdvisors Wealth Management, LLC | 2 | 1 | 0.09% | 0.13% | 0.19% | Q2 2019 | Q2 2022 | 5 |
Wellspring Financial Advisors, LLC | 4 | 1 | 0.08% | 0.14% | 0.33% | Q4 2020 | Q1 2022 | 5 |
MidWestOne Financial Group, Inc. | 5 | 5 | 0.06% | 0.07% | 0.09% | Q3 2020 | Q3 2021 | 5 |
Providence Capital Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q2 2023 | 5 |
Penobscot Investment Management Company, Inc. | 5 | 5 | 0.07% | 0.08% | 0.09% | Q2 2014 | Q2 2015 | 5 |
FIDUCIARY TRUST CO | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Altavista Wealth Management, Inc. | 5 | 5 | 0.18% | 0.20% | 0.20% | Q2 2013 | Q2 2014 | 5 |
Royal Fund Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 5 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.45% | 0.54% | 0.68% | Q4 2022 | Q3 2023 | 4 |
CIBC Private Wealth Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
Mission Creek Capital Partners, Inc. | 4 | 4 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q3 2022 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 1.22% | 1.29% | 1.44% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SHUFRO ROSE & CO LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q1 2021 | 4 |
B. Riley Financial, Inc. | 4 | 4 | 0.30% | 0.31% | 0.34% | Q3 2017 | Q2 2018 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.22% | 0.33% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Truadvice, LLC | 4 | 4 | 0.12% | 0.16% | 0.24% | Q3 2020 | Q2 2021 | 4 |
Hyperion Partners, LLC | 4 | 4 | 5.33% | 5.51% | 5.68% | Q4 2022 | Q3 2023 | 4 |
Retirement Investment Advisors, Inc. | 4 | 4 | 6.12% | 9.85% | 11.98% | Q4 2022 | Q3 2023 | 4 |
Cypress Capital Group | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q2 2023 | 4 |
Tillman Hartley LLC | 4 | 4 | 2.51% | 2.62% | 2.72% | Q4 2022 | Q3 2023 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Advisors Preferred, LLC | 1 | 1 | 1.87% | 2.80% | 4.20% | Q3 2015 | Q1 2020 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Column Capital Advisors, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 1.33% | 1.38% | 1.45% | Q4 2022 | Q3 2023 | 4 |
Fieldpoint Private Securities, LLC | 3 | 1 | 0.01% | 0.05% | 0.07% | Q3 2017 | Q3 2021 | 4 |
LGT Financial Advisors LLC | 4 | 4 | 0.20% | 0.43% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.13% | 0.53% | 0.82% | Q4 2019 | Q3 2020 | 4 |
Badgley Phelps Wealth Managers, LLC | 4 | 4 | 1.21% | 1.29% | 1.36% | Q4 2022 | Q3 2023 | 4 |
Palo Capital, Inc. | 4 | 4 | 0.78% | 0.99% | 1.21% | Q1 2018 | Q4 2018 | 4 |
Independence Bank of Kentucky | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 4 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 3 | 1 | 0.16% | 0.48% | 0.70% | Q3 2022 | Q3 2023 | 4 |
Penserra Capital Management LLC | 3 | 1 | 0.01% | 0.16% | 0.24% | Q4 2018 | Q1 2020 | 4 |
WEST BANCORPORATION INC | 2 | 2 | 0.12% | 0.15% | 0.16% | Q2 2020 | Q1 2022 | 4 |
Peachtree Investment Partners, LLC | 4 | 4 | 0.10% | 0.38% | 0.59% | Q2 2020 | Q1 2021 | 4 |
Stockman Wealth Management, Inc. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bristlecone Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Systelligence, LLC | 4 | 4 | 0.54% | 2.01% | 4.76% | Q1 2020 | Q4 2020 | 4 |
LVZ, Inc. | 4 | 4 | 0.09% | 0.14% | 0.27% | Q1 2017 | Q4 2017 | 4 |
Fund Evaluation Group, LLC | 4 | 4 | 0.02% | 0.54% | 0.97% | Q2 2021 | Q1 2022 | 4 |
Blue Trust, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Granite Harbor Advisors, Inc. | 4 | 4 | 2.63% | 2.83% | 3.07% | Q4 2022 | Q3 2023 | 4 |
NINE MASTS CAPITAL Ltd | 4 | 4 | 0.70% | 0.85% | 1.14% | Q2 2016 | Q1 2017 | 4 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 3 | 1 | 0.21% | 0.69% | 2.03% | Q4 2018 | Q4 2020 | 4 |
Aspire Wealth Management Corp | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
CapWealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.04% | 0.10% | Q4 2022 | Q3 2023 | 4 |
SHELTON CAPITAL MANAGEMENT | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q2 2016 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 1 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.16% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
St. James Investment Advisors, LLC | 3 | 1 | 0.57% | 1.15% | 1.47% | Q4 2021 | Q4 2022 | 4 |
Ellis Investment Partners, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Birchcreek Wealth Management, LLC | 4 | 4 | 0.21% | 0.24% | 0.27% | Q4 2020 | Q3 2021 | 4 |
Rotella Capital Management, Inc. | 4 | 4 | 0.25% | 0.62% | 0.95% | Q1 2014 | Q4 2014 | 4 |
New Hampshire Trust | 4 | 4 | 0.84% | 1.10% | 1.48% | Q4 2022 | Q3 2023 | 4 |
Integrity Financial Corp /WA | 4 | 4 | 0.47% | 0.62% | 0.68% | Q4 2022 | Q3 2023 | 4 |
PALLADIEM, LLC | 4 | 4 | 13.03% | 13.70% | 13.99% | Q4 2014 | Q3 2015 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.13% | 0.31% | 0.75% | Q4 2022 | Q3 2023 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.10% | 0.28% | 0.36% | Q4 2022 | Q3 2023 | 4 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 1.42% | 2.09% | 2.44% | Q4 2021 | Q3 2022 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.19% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Elgethun Capital Management | 4 | 4 | 0.22% | 0.25% | 0.28% | Q3 2019 | Q2 2020 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.22% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Vickerman Investment Advisors, Inc. | 4 | 4 | 0.63% | 2.76% | 4.82% | Q3 2021 | Q2 2022 | 4 |
RF&L WEALTH MANAGEMENT, LLC | 4 | 4 | 0.30% | 0.35% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Frank, Rimerman Advisors LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
SWM Advisors | 4 | 4 | 5.02% | 6.39% | 9.77% | Q4 2021 | Q3 2022 | 4 |
First National Bank of South Miami | 4 | 4 | 0.15% | 0.15% | 0.16% | Q4 2018 | Q3 2019 | 4 |
FIRETHORN WEALTH PARTNERS, LLC | 3 | 1 | 0.17% | 0.19% | 0.22% | Q1 2022 | Q2 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.23% | 0.27% | 0.33% | Q4 2022 | Q3 2023 | 4 |
First Command Advisory Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 4 |
Meritas Wealth Management, LLC | 4 | 4 | 1.01% | 1.07% | 1.13% | Q4 2022 | Q3 2023 | 4 |
Pflug Koory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Arista Wealth Management, LLC | 4 | 4 | 0.70% | 1.20% | 2.30% | Q4 2022 | Q3 2023 | 4 |
GRIMES & COMPANY, INC. | 4 | 4 | 0.02% | 0.22% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.06% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Scott Capital Advisors, LLC | 4 | 4 | 2.61% | 6.40% | 8.20% | Q4 2022 | Q3 2023 | 4 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 4 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 4 | 4 | 2.44% | 2.89% | 3.29% | Q4 2022 | Q3 2023 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Moors & Cabot, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 4 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.01% | 0.03% | 0.09% | Q1 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q1 2017 | 4 |
Legacy Trust | 4 | 4 | 0.22% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 4 |
Kovitz Investment Group Partners, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 4 |
OptiFour Integrated Wealth Management, LLC | 4 | 4 | 0.49% | 0.52% | 0.54% | Q4 2017 | Q3 2018 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Legend Financial Advisors, Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q2 2023 | 4 |
DOLIVER ADVISORS, LP | 3 | 1 | 0.12% | 0.19% | 0.24% | Q4 2018 | Q4 2019 | 4 |
Bernardo Wealth Planning LLC | 4 | 4 | 0.65% | 0.88% | 1.55% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.52% | 0.57% | 0.69% | Q4 2022 | Q3 2023 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.02% | 0.14% | 0.51% | Q4 2021 | Q3 2022 | 4 |
Parker Financial LLC | 4 | 4 | 3.30% | 3.37% | 3.42% | Q4 2022 | Q3 2023 | 4 |
Evercore Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Claro Advisors LLC | 3 | 1 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q2 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.02% | 0.55% | 2.04% | Q4 2022 | Q3 2023 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.19% | 0.24% | 0.30% | Q4 2022 | Q3 2023 | 4 |
MACKENZIE FINANCIAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.17% | 0.25% | 0.29% | Q1 2016 | Q4 2016 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.06% | 0.11% | 0.19% | Q2 2015 | Q1 2016 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.80% | 1.44% | 1.95% | Q4 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 1.20% | 1.35% | 1.67% | Q4 2018 | Q3 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 |
N.E.W. Advisory Services LLC | 3 | 1 | 0.07% | 0.10% | 0.14% | Q4 2019 | Q4 2020 | 4 |
TAGStone Capital, Inc. | 4 | 4 | 0.72% | 0.79% | 0.87% | Q4 2022 | Q3 2023 | 4 |
BLACKROCK ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 4 |
First County Bank /CT/ | 4 | 4 | 0.18% | 0.48% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Johnson Financial Group, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 3 |
Visionary Wealth Advisors | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 2.11% | 3.03% | 3.87% | Q4 2020 | Q2 2021 | 3 |
West Oak Capital, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2021 | 3 |
Evergreen Wealth Management, LLC | 3 | 3 | 1.17% | 1.22% | 1.32% | Q1 2023 | Q3 2023 | 3 |
FundX Investment Group, LLC | 3 | 3 | 3.48% | 5.76% | 6.91% | Q2 2020 | Q4 2020 | 3 |
RETIREMENT GUYS FORMULA LLC | 3 | 3 | 0.18% | 0.21% | 0.26% | Q4 2021 | Q2 2022 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2012 | Q2 2013 | 3 |
MOGY JOEL R INVESTMENT COUNSEL INC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
BlackRock Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
J.P. Turner & Co Capital Mnagement, LLC | 3 | 3 | 0.28% | 0.54% | 1.02% | Q1 2015 | Q3 2015 | 3 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2022 | 3 |
Peak Asset Management, LLC | 3 | 3 | 0.08% | 0.19% | 0.26% | Q3 2016 | Q1 2017 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.13% | 0.14% | 0.15% | Q3 2017 | Q2 2018 | 3 |
HCR Wealth Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Cavalier Investments, LLC | 3 | 3 | 0.38% | 0.39% | 0.40% | Q4 2015 | Q2 2016 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.71% | 1.39% | 1.73% | Q2 2022 | Q2 2023 | 3 |
Verity Asset Management, Inc. | 3 | 3 | 0.14% | 0.17% | 0.18% | Q3 2020 | Q1 2021 | 3 |
SANDERS MORRIS HARRIS LLC | 3 | 3 | 0.12% | 0.61% | 1.35% | Q1 2016 | Q3 2016 | 3 |
LEVEL FOUR FINANCIAL, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2021 | Q3 2021 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 1.46% | 1.57% | 1.64% | Q4 2017 | Q4 2018 | 3 |
DB Fitzpatrick & Co, Inc | 1 | 1 | 0.01% | 2.16% | 5.90% | Q4 2021 | Q4 2022 | 3 |
Pallas Capital Advisors LLC | 2 | 1 | 0.03% | 0.23% | 0.41% | Q2 2021 | Q3 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 3.78% | 4.16% | 4.52% | Q4 2020 | Q2 2021 | 3 |
DAVIS R M INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Vantage Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
BREMER TRUST NATIONAL ASSOCIATION | 3 | 3 | 0.69% | 0.89% | 1.04% | Q2 2018 | Q4 2018 | 3 |
Jacobsen Capital Management | 3 | 3 | 2.20% | 2.25% | 2.32% | Q2 2019 | Q4 2019 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.42% | 1.03% | 1.35% | Q4 2021 | Q2 2022 | 3 |
Hedeker Wealth, LLC | 3 | 3 | 1.58% | 1.75% | 1.94% | Q1 2020 | Q3 2020 | 3 |
DRW Securities, LLC | 1 | 1 | 0.03% | 0.20% | 0.54% | Q4 2013 | Q1 2018 | 3 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q2 2021 | 3 |
TCG Advisors, LP | 3 | 3 | 0.05% | 0.16% | 0.28% | Q1 2019 | Q3 2019 | 3 |
Matisse Capital | 3 | 3 | 1.31% | 1.44% | 1.63% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 3.23% | 3.73% | 4.06% | Q4 2022 | Q3 2023 | 3 |
Biltmore Family Office, LLC | 3 | 3 | 0.12% | 0.27% | 0.58% | Q1 2023 | Q3 2023 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 1 | 0.08% | 0.34% | 0.86% | Q3 2015 | Q3 2019 | 3 |
Prestige Wealth Management Group LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 3 |
Chevy Chase Trust Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Perennial Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2021 | 3 |
Rede Wealth, LLC | 3 | 3 | 0.12% | 0.16% | 0.21% | Q3 2021 | Q1 2022 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
EXANE DERIVATIVES | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 3 |
Red Cedar Capital, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q4 2022 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q1 2020 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 6.44% | 7.34% | 8.59% | Q1 2023 | Q3 2023 | 3 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2020 | 3 |
Robertson Stephens Wealth Management, LLC | 3 | 3 | 0.02% | 0.06% | 0.08% | Q4 2021 | Q2 2022 | 3 |
CITY NATIONAL BANK | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Rocaton Investment Advisors, LLC | 3 | 3 | 12.67% | 18.02% | 21.29% | Q4 2017 | Q2 2018 | 3 |
COOPER/HAIMS ADVISORS, LLC | 3 | 3 | 0.21% | 0.23% | 0.24% | Q1 2021 | Q3 2021 | 3 |
CHEMICAL BANK | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Ledyard National Bank | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2017 | 3 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Index Fund Advisors, Inc. | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 3 |
Syverson Strege & Co | 3 | 3 | 0.01% | 0.57% | 1.68% | Q2 2022 | Q4 2022 | 3 |
Greystone Financial Group, LLC | 3 | 3 | 0.06% | 3.60% | 6.58% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.20% | 0.37% | 0.48% | Q4 2022 | Q3 2023 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 3 |
HOHIMER WEALTH MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.11% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Roble, Belko & Company, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Summit Equities Inc | 3 | 3 | 0.19% | 0.23% | 0.25% | Q1 2018 | Q3 2018 | 3 |
Mirador Capital Partners LP | 1 | 1 | 0.12% | 0.31% | 0.62% | Q3 2016 | Q3 2018 | 3 |
Northwest Capital Management Inc | 3 | 3 | 0.25% | 0.30% | 0.34% | Q3 2018 | Q1 2019 | 3 |
High Net Worth Advisory Group LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Bradley Mark J. | 3 | 3 | 0.54% | 0.83% | 1.07% | Q4 2022 | Q2 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
Laurel Wealth Advisors, Inc. | 2 | 1 | 0.06% | 0.23% | 0.55% | Q2 2021 | Q1 2022 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Callan Capital, LLC | 3 | 3 | 0.16% | 0.31% | 0.39% | Q1 2017 | Q3 2017 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.14% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Financial Planning & Information Services, Inc. | 3 | 3 | 0.66% | 0.69% | 0.70% | Q1 2023 | Q3 2023 | 3 |
DAGCO, INC. | 3 | 3 | 0.20% | 0.60% | 0.85% | Q3 2020 | Q1 2021 | 3 |
L.M. KOHN & COMPANY | 3 | 3 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q3 2022 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2022 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
SMITH SHELLNUT WILSON LLC /ADV | 2 | 1 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q4 2021 | 3 |
Financial Network Wealth Management LLC | 2 | 1 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q3 2022 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 3 | 3 | 0.11% | 0.13% | 0.14% | Q2 2020 | Q4 2020 | 3 |
Stanford Investment Group, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q3 2016 | 3 |
Canton Hathaway, LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q3 2020 | Q1 2021 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.13% | 0.21% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Wealthquest Corp | 2 | 1 | 0.09% | 0.26% | 0.60% | Q3 2015 | Q2 2019 | 3 |
CADENCE BANK NA | 3 | 3 | 0.09% | 0.10% | 0.10% | Q3 2017 | Q1 2018 | 3 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.16% | 0.68% | 1.67% | Q4 2020 | Q1 2022 | 3 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 3 | 3 | 0.09% | 0.09% | 0.10% | Q2 2016 | Q4 2016 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.02% | 0.05% | Q1 2023 | Q3 2023 | 3 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
INR ADVISORY SERVICES LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q1 2014 | Q3 2014 | 3 |
Institute for Wealth Management, LLC. | 2 | 1 | 0.03% | 0.05% | 0.05% | Q1 2019 | Q4 2019 | 3 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 3.12% | 3.58% | 3.92% | Q1 2023 | Q3 2023 | 3 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 1 | 0.02% | 0.04% | 0.08% | Q1 2017 | Q1 2019 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2020 | 3 |
Virtue Capital Management, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2020 | 3 |
EWA, LLC | 3 | 3 | 0.26% | 0.28% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Essex Financial Services, Inc. | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q3 2022 | 3 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 2 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 2 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 2 |
BBVA USA | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q1 2021 | 2 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2020 | Q4 2020 | 2 |
Narus Financial Partners, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2022 | Q3 2022 | 2 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1 | 1 | 0.08% | 0.15% | 0.22% | Q4 2016 | Q4 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.40% | 0.41% | 0.42% | Q4 2021 | Q1 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Bridgewater Advisors Inc. | 2 | 2 | 0.37% | 0.49% | 0.60% | Q1 2022 | Q2 2022 | 2 |
FISCHER INVESTMENT STRATEGIES, LLC | 2 | 2 | 11.33% | 11.56% | 11.79% | Q2 2023 | Q3 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Bigelow Investment Advisors, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q1 2018 | Q2 2018 | 2 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2018 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 1.45% | 1.45% | 1.45% | Q2 2023 | Q3 2023 | 2 |
First Citizens Financial Corp | 2 | 2 | 0.17% | 0.19% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.68% | 0.70% | 0.71% | Q2 2023 | Q3 2023 | 2 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 2 |
STRALEM & CO INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q2 2020 | 2 |
TRUEWEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2020 | 2 |
Crabel Capital Management, LLC | 1 | 1 | 0.10% | 0.12% | 0.15% | Q4 2020 | Q1 2023 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2020 | Q3 2022 | 2 |
FAS Wealth Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q4 2022 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.21% | 0.31% | 0.41% | Q2 2013 | Q4 2013 | 2 |
GALAXY CAPITAL TRADING LTD | 2 | 2 | 1.55% | 3.14% | 4.73% | Q2 2013 | Q3 2013 | 2 |
Estate Counselors, LLC | 1 | 1 | 0.03% | 1.45% | 2.88% | Q1 2022 | Q4 2022 | 2 |
Trek Financial, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
PrairieView Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BIVIN & ASSOCIATES, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Stratos Investment Management, LLC | 2 | 2 | 0.13% | 2.00% | 3.87% | Q3 2019 | Q4 2019 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q1 2022 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Addison Capital Co | 2 | 2 | 0.14% | 0.17% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 2 |
Bull Street Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2018 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 2 |
Idaho Trust Bank | 2 | 2 | 2.13% | 2.16% | 2.19% | Q2 2023 | Q3 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Good Life Advisors, LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2013 | Q3 2013 | 2 |
Founders Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 2 |
Veracity Capital LLC | 2 | 2 | 0.21% | 0.24% | 0.28% | Q1 2020 | Q2 2020 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
TOWER TRUST Co | 2 | 2 | 0.14% | 0.17% | 0.20% | Q2 2013 | Q3 2013 | 2 |
Reliant Wealth Planning | 2 | 2 | 11.66% | 12.02% | 12.37% | Q2 2023 | Q3 2023 | 2 |
St. Louis Trust Co | 2 | 2 | 0.48% | 0.49% | 0.49% | Q2 2023 | Q3 2023 | 2 |
MARYLAND CAPITAL ADVISORS INC. | 2 | 2 | 3.28% | 3.50% | 3.71% | Q4 2021 | Q1 2022 | 2 |
IFG Advisory, LLC | 1 | 1 | 0.03% | 0.07% | 0.12% | Q3 2022 | Q3 2023 | 2 |
Smith & Howard Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.13% | 0.16% | 0.18% | Q1 2017 | Q4 2019 | 2 |
NWK Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Kissinger Financial Services LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2016 | Q2 2017 | 2 |
Moser Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Asset Planning Services, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2023 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 2 | 0.30% | 0.36% | 0.43% | Q2 2023 | Q3 2023 | 2 |
Latitude Advisors, LLC | 2 | 2 | 0.54% | 0.58% | 0.61% | Q4 2020 | Q1 2021 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.14% | 0.16% | 0.17% | Q4 2020 | Q1 2021 | 2 |
Mill Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Arcadia Wealth Management, LLC | 2 | 2 | 1.38% | 1.46% | 1.54% | Q2 2023 | Q3 2023 | 2 |
EASTERN BANK | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
CX Institutional | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q2 2019 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.95% | 1.04% | 1.14% | Q1 2022 | Q2 2022 | 2 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Ruggie Capital Group | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2015 | 2 |
Schechter Investment Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Maxim Capital Management LLC | 2 | 2 | 0.95% | 1.00% | 1.05% | Q1 2020 | Q2 2020 | 2 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 2 | 2 | 5.69% | 9.61% | 13.53% | Q2 2013 | Q3 2013 | 2 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.16% | 0.19% | 0.22% | Q4 2017 | Q3 2021 | 2 |
Greenspring Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
CarsonAllaria Wealth Management, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.06% | 0.12% | Q4 2016 | Q2 2018 | 2 |
Lutz Financial Services LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q1 2020 | 2 |
Shelter Mutual Insurance Co | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2019 | Q1 2020 | 2 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 2 | 2 | 0.13% | 0.25% | 0.36% | Q4 2021 | Q1 2022 | 2 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.14% | 0.20% | 0.27% | Q4 2020 | Q1 2021 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 2 |
Thrive Wealth Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
LaFleur & Godfrey LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q3 2013 | 2 |
MRA Associates USA LLC | 2 | 2 | 0.18% | 0.20% | 0.22% | Q2 2019 | Q3 2019 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2019 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Redwood Investment Management, LLC | 1 | 1 | 0.03% | 0.59% | 1.14% | Q4 2017 | Q3 2023 | 2 |
Forum Financial Management, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2017 | 2 |
Saba Capital Management, L.P. | 1 | 1 | 0.16% | 0.17% | 0.17% | Q2 2013 | Q4 2013 | 2 |
All Terrain Financial Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2019 | Q1 2020 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Canvas Wealth Advisors, LLC | 2 | 2 | 0.29% | 0.29% | 0.30% | Q3 2022 | Q4 2022 | 2 |
BADGLEY PHELPS & BELL INC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q1 2021 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Synergy Asset Management, LLC | 2 | 2 | 0.05% | 0.08% | 0.12% | Q2 2023 | Q3 2023 | 2 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Peak Capital Management LLC | 2 | 2 | 0.02% | 0.08% | 0.14% | Q1 2018 | Q2 2018 | 2 |
Taylor Hoffman Wealth Management | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2018 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 2 |
Holloway Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
ARS Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 2 |
Regency Capital Management Inc.\DE | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
CAPITAL INSIGHT PARTNERS, LLC | 2 | 2 | 4.51% | 4.52% | 4.53% | Q2 2023 | Q3 2023 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 2 |
Blume Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q3 2023 | 2 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.32% | 0.63% | 0.94% | Q1 2022 | Q3 2022 | 2 |
Maryland Capital Management | 2 | 2 | 0.13% | 0.14% | 0.16% | Q2 2020 | Q3 2020 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.11% | 0.17% | 0.23% | Q1 2016 | Q1 2020 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 2 |
Thomas J. Herzfeld Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 1 | 1 | 0.15% | 0.54% | 0.93% | Q4 2020 | Q2 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 7.03% | 7.25% | 7.47% | Q1 2023 | Q2 2023 | 2 |
LOWERY THOMAS, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2021 | Q2 2021 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 2.99% | 2.99% | 2.99% | Q4 2018 | Q4 2018 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Root Financial Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
GPWM LLC | 1 | 1 | 14.81% | 14.81% | 14.81% | Q4 2022 | Q4 2022 | 1 |
GFG Capital, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
FinTrust Investment Advisory Services, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2013 | Q2 2013 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
LOCKERMAN FINANCIAL GROUP, INC. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2023 | Q2 2023 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 4.18% | 4.18% | 4.18% | Q2 2020 | Q2 2020 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2016 | Q3 2016 | 1 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
FIRST COMMUNITY TRUST NA | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2022 | Q4 2022 | 1 |
Oxinas Partners Wealth Management LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2020 | Q4 2020 | 1 |
Field & Main Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Investment Advisory Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2020 | Q1 2020 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Chicago Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Octavia Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
361 CAPITAL LLC | 1 | 1 | 3.06% | 3.06% | 3.06% | Q1 2016 | Q1 2016 | 1 |
Seneca House Advisors | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2017 | Q4 2017 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2019 | Q2 2019 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Emerald Advisors, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2019 | Q4 2019 | 1 |
Epstein & White Financial LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2018 | Q1 2018 | 1 |
Element Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
WEALTH EFFECTS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Berkshire Money Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
ARS Wealth Advisors Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2023 | Q3 2023 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
PIONEER TRUST BANK N A/OR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2019 | Q1 2019 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2015 | Q3 2015 | 1 |
PFG Investments, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Eukles Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Slagle Financial, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 3.81% | 3.81% | 3.81% | Q1 2021 | Q1 2021 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2017 | Q4 2017 | 1 |
Lauterbach Financial Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
RONALD BLUE & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Provident Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Breakwater Capital Group | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Marks Wealth, LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q4 2020 | Q4 2020 | 1 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
360 Financial, Inc. | 1 | 1 | 1.40% | 1.40% | 1.40% | Q3 2023 | Q3 2023 | 1 |
Marietta Wealth Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2016 | Q4 2016 | 1 |
Jordan Park Group LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2017 | Q4 2017 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WealthOne, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2017 | Q1 2017 | 1 |
Pegasus Partners Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2016 | Q2 2016 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
Syntegra Private Wealth Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2017 | Q2 2017 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
GOFEN & GLOSSBERG LLC /IL/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Intelligent Financial Strategies | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2021 | Q4 2021 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
RiverGlades Family Offices LLC | 1 | 1 | 5.70% | 5.70% | 5.70% | Q4 2018 | Q4 2018 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2020 | Q1 2020 | 1 |
JANUS HENDERSON GROUP PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sciencast Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TFG Advisers LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Compton Wealth Advisory Group, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2018 | Q4 2018 | 1 |
TEXAS CAPITAL BANCSHARES INC/TX | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2018 | Q2 2018 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WEST MICHIGAN ADVISORS, LLC | 1 | 1 | 1.93% | 1.93% | 1.93% | Q4 2021 | Q4 2021 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
HNP Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2015 | Q1 2015 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q3 2020 | Q3 2020 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Firestone Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Wealth Dimensions Group, Ltd. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
United Community Bank | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Sound Financial Strategies Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2013 | Q2 2013 | 1 |
Private Wealth Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2018 | Q1 2018 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
SBB Research Group LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2023 | Q1 2023 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Ballew Advisors, Inc | 1 | 1 | 2.12% | 2.12% | 2.12% | Q4 2021 | Q4 2021 | 1 |
Starfox Financial Services, LLC | 1 | 1 | 9.73% | 9.73% | 9.73% | Q4 2021 | Q4 2021 | 1 |
Conrad Siegel Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SMI Advisory Services, LLC | 1 | 1 | 7.04% | 7.04% | 7.04% | Q3 2021 | Q3 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2021 | Q3 2021 | 1 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2023 | Q2 2023 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Geometric Wealth Advisors | 1 | 1 | 3.69% | 3.69% | 3.69% | Q1 2022 | Q1 2022 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2021 | Q2 2021 | 1 |
KLINGENSTEIN FIELDS & CO LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Carlsbad Wealth Advisory Group, Inc. | 1 | 1 | 6.06% | 6.06% | 6.06% | Q2 2023 | Q2 2023 | 1 |
INVENIO WEALTH PARTNERS LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
ML & R WEALTH MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2013 | Q2 2013 | 1 |
Fulcrum Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Zions Bancorporation | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
LBMC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2021 | Q2 2021 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Dakota Community Bank & Trust NA | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2022 | Q4 2022 | 1 |
Oak Grove Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Verum Partners LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
Kampmann Melissa S. | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2023 | Q3 2023 | 1 |
Roof Eidam Maycock Peralta, LLC | 1 | 1 | 7.55% | 7.55% | 7.55% | Q3 2020 | Q3 2020 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
ASSET PLANNING CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
AFFINIA FINANCIAL GROUP, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2022 | Q2 2022 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
STEPH & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q4 2017 | 1 |
APPLETON PARTNERS INC/MA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Zuckerman Investment Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Aldebaran Financial Inc. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2016 | Q4 2016 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
SteelBridge Private Wealth Advisors LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2016 | Q3 2016 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Lifeworks Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Retireful, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2023 | Q1 2023 | 1 |
Strategic Advocates LLC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q3 2023 | Q3 2023 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
EUDAIMONIA ADVISORS LLC | 1 | 1 | 1.88% | 1.88% | 1.88% | Q4 2021 | Q4 2021 | 1 |
Mariner Wealth Advisors-Madison, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
Ensemble Capital Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Brown Financial Advisory | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2022 | Q3 2022 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lumina Fund Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
COLLECTIVE FAMILY OFFICE LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
AIRE ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Whitegate Investment Counselors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Sturgeon Ventures LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
JACOBSON & SCHMITT ADVISORS, LLC | 1 | 1 | 3.96% | 3.96% | 3.96% | Q3 2023 | Q3 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WATERSHED PRIVATE WEALTH LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Convergent Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Private Wealth Group, LLC | 1 | 1 | 2.13% | 2.13% | 2.13% | Q3 2023 | Q3 2023 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2018 | Q1 2018 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own VANGUARD BD INDEX FDS or have owned VANGUARD BD INDEX FDS in the past.