Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LEAVELL INVESTMENT MANAGEMENT, INC. | 65 | 65 | 0.60% | 10.11% | 36.47% | Q3 2007 | Q3 2023 | 65 |
HUNTINGTON NATIONAL BANK | 37 | 20 | 0.00% | 0.03% | 0.08% | Q2 2009 | Q3 2023 | 62 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.06% | 0.23% | Q4 2010 | Q3 2022 | 48 |
Zhang Financial LLC | 47 | 47 | 0.05% | 0.76% | 2.10% | Q1 2012 | Q3 2023 | 47 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.22% | Q1 2012 | Q3 2023 | 46 |
NWAM LLC | 32 | 13 | 0.18% | 0.95% | 1.61% | Q2 2012 | Q3 2023 | 45 |
TCI Wealth Advisors, Inc. | 44 | 44 | 0.02% | 0.17% | 1.37% | Q4 2012 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q3 2023 | 44 |
PARK NATIONAL CORP /OH/ | 43 | 43 | 0.01% | 0.12% | 0.47% | Q2 2013 | Q4 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.02% | 0.06% | 0.15% | Q1 2013 | Q3 2023 | 43 |
Creative Planning | 42 | 42 | 0.05% | 0.17% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Efficient Advisors, LLC | 42 | 42 | 1.93% | 8.40% | 11.30% | Q2 2013 | Q3 2023 | 42 |
Horrell Capital Management, Inc. | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Nadler Financial Group, Inc. | 42 | 42 | 0.04% | 0.13% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Prospera Financial Services Inc | 42 | 42 | 0.03% | 0.45% | 1.16% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.02% | 0.15% | 0.45% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.32% | 0.90% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.16% | 0.32% | 0.47% | Q2 2013 | Q3 2023 | 42 |
BANK OF HAWAII | 42 | 42 | 0.22% | 0.42% | 0.85% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.53% | 1.12% | 1.65% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 1.44% | 2.23% | 3.66% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.20% | 0.42% | 0.63% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.13% | 0.49% | 1.56% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.23% | 1.03% | 1.90% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 42 | 42 | 0.22% | 0.52% | 1.01% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BLB&B Advisors, LLC | 42 | 42 | 0.12% | 0.32% | 0.61% | Q2 2013 | Q3 2023 | 42 |
American Investment Services, Inc. | 42 | 42 | 0.18% | 0.70% | 1.66% | Q2 2013 | Q3 2023 | 42 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 42 | 42 | 0.39% | 0.88% | 2.17% | Q2 2013 | Q3 2023 | 42 |
Baker Ellis Asset Management LLC | 42 | 42 | 0.07% | 0.19% | 0.39% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 2.25% | 4.38% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.02% | 0.67% | 4.86% | Q2 2013 | Q3 2023 | 42 |
CPWM, LLC | 38 | 4 | 0.19% | 0.61% | 0.96% | Q4 2011 | Q3 2022 | 42 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 42 | 42 | 0.30% | 0.91% | 2.19% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.17% | 0.27% | 0.52% | Q2 2013 | Q3 2023 | 42 |
Regal Investment Advisors LLC | 42 | 42 | 0.09% | 1.06% | 4.94% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.01% | 0.22% | 1.19% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.03% | 0.60% | 1.92% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.70% | 1.19% | 1.85% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.03% | 0.14% | 0.47% | Q2 2013 | Q3 2023 | 42 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 42 | 42 | 0.19% | 0.92% | 1.98% | Q2 2013 | Q3 2023 | 42 |
Windsor Capital Management, LLC | 42 | 42 | 0.09% | 1.76% | 2.48% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.17% | 0.51% | 0.91% | Q2 2013 | Q3 2023 | 42 |
SeaBridge Investment Advisors LLC | 42 | 42 | 0.04% | 0.73% | 2.61% | Q2 2013 | Q3 2023 | 42 |
Rock Point Advisors, LLC | 42 | 42 | 0.16% | 0.41% | 0.85% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.08% | 0.57% | 1.39% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 42 |
WEIK CAPITAL MANAGEMENT | 42 | 42 | 0.24% | 0.53% | 0.86% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 21 | 21 | 0.08% | 0.24% | 1.16% | Q1 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
TD Capital Management LLC | 42 | 42 | 0.03% | 4.65% | 12.86% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.11% | 1.74% | 5.63% | Q2 2013 | Q3 2023 | 42 |
LBMC INVESTMENT ADVISORS, LLC | 42 | 42 | 0.05% | 1.55% | 6.38% | Q2 2013 | Q3 2023 | 42 |
ALESCO ADVISORS LLC | 42 | 42 | 0.04% | 0.14% | 0.28% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.09% | 0.38% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.92% | 1.78% | Q2 2013 | Q3 2023 | 42 |
SouthState Corp | 42 | 42 | 0.06% | 1.29% | 3.94% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ACR Alpine Capital Research, LLC | 42 | 42 | 0.10% | 0.20% | 0.38% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.03% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 0.16% | 0.84% | 2.26% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.08% | 0.38% | 0.87% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.03% | 0.17% | 0.54% | Q2 2013 | Q3 2023 | 42 |
EVERETT HARRIS & CO /CA/ | 42 | 42 | 0.05% | 0.27% | 0.76% | Q2 2013 | Q3 2023 | 42 |
Carlson Capital Management | 42 | 42 | 3.51% | 8.14% | 17.36% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.01% | 0.14% | 0.62% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.12% | 0.84% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.08% | 0.15% | 0.24% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 25 | 16 | 0.06% | 0.36% | 0.72% | Q2 2013 | Q3 2023 | 41 |
ALPS ADVISORS INC | 35 | 6 | 0.13% | 0.39% | 1.16% | Q2 2013 | Q3 2023 | 41 |
Baker Avenue Asset Management, LP | 38 | 3 | 0.03% | 0.38% | 1.24% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.07% | 1.31% | 2.25% | Q2 2013 | Q3 2023 | 41 |
SIGNATUREFD, LLC | 26 | 15 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 41 |
CHATHAM CAPITAL GROUP, INC. | 41 | 41 | 1.24% | 2.25% | 4.63% | Q2 2013 | Q2 2023 | 41 |
Atria Investments, Inc | 27 | 14 | 0.04% | 0.71% | 3.09% | Q2 2013 | Q3 2023 | 41 |
ASSOCIATED BANC-CORP | 41 | 41 | 0.09% | 0.41% | 0.78% | Q3 2013 | Q3 2023 | 41 |
Smithfield Trust Co | 40 | 1 | 0.01% | 6.01% | 15.62% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 30 | 11 | 0.03% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.17% | 0.84% | 1.86% | Q4 2013 | Q4 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 33 | 8 | 0.04% | 0.25% | 1.66% | Q2 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.00% | 0.28% | 1.26% | Q3 2013 | Q3 2023 | 41 |
PINNACLE ASSOCIATES LTD | 41 | 41 | 0.01% | 0.03% | 0.18% | Q2 2013 | Q2 2023 | 41 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28 | 13 | 0.04% | 0.32% | 2.82% | Q2 2013 | Q3 2023 | 41 |
M&T BANK CORP | 26 | 15 | 0.05% | 0.12% | 0.37% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.21% | 0.36% | 1.24% | Q3 2013 | Q3 2023 | 41 |
Cetera Advisors LLC | 23 | 18 | 0.05% | 0.16% | 0.51% | Q2 2013 | Q3 2023 | 41 |
Bragg Financial Advisors, Inc | 41 | 41 | 0.02% | 0.14% | 0.34% | Q3 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.01% | 0.29% | 2.92% | Q3 2013 | Q3 2023 | 41 |
NAPLES GLOBAL ADVISORS, LLC | 40 | 40 | 0.14% | 0.31% | 0.67% | Q4 2013 | Q3 2023 | 40 |
B. Riley Wealth Advisors, Inc. | 40 | 40 | 0.02% | 0.86% | 1.62% | Q4 2013 | Q3 2023 | 40 |
CAHILL FINANCIAL ADVISORS INC | 40 | 40 | 0.22% | 2.35% | 6.23% | Q4 2013 | Q3 2023 | 40 |
DUNCKER STREETT & CO INC | 40 | 40 | 0.11% | 0.22% | 0.39% | Q4 2013 | Q3 2023 | 40 |
Van Cleef Asset Management,Inc | 40 | 40 | 0.10% | 0.98% | 3.44% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.05% | 0.23% | 1.55% | Q4 2013 | Q3 2023 | 40 |
THRIVENT FINANCIAL FOR LUTHERANS | 37 | 3 | 0.00% | 0.04% | 0.14% | Q3 2013 | Q3 2023 | 40 |
FIRST MANHATTAN CO. LLC. | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
COLONY GROUP LLC | 40 | 40 | 0.01% | 0.18% | 0.55% | Q4 2013 | Q3 2023 | 40 |
Retirement Planning Group, LLC | 40 | 40 | 0.06% | 5.20% | 18.04% | Q2 2013 | Q1 2023 | 40 |
BESSEMER GROUP INC | 40 | 40 | 0.00% | 0.01% | 0.10% | Q4 2013 | Q3 2023 | 40 |
Thomasville National Bank | 27 | 13 | 0.12% | 2.41% | 5.70% | Q2 2013 | Q3 2023 | 40 |
FDx Advisors, Inc. | 40 | 40 | 0.03% | 0.21% | 2.49% | Q4 2013 | Q3 2023 | 40 |
SYNOVUS FINANCIAL CORP | 23 | 17 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 40 |
Evanson Asset Management, LLC | 40 | 40 | 0.16% | 0.56% | 1.19% | Q4 2013 | Q3 2023 | 40 |
JAMES INVESTMENT RESEARCH INC | 40 | 40 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q1 2023 | 40 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40 | 40 | 0.09% | 0.41% | 1.18% | Q4 2013 | Q3 2023 | 40 |
Financial Planning & Information Services, Inc. | 40 | 40 | 0.85% | 4.05% | 8.68% | Q4 2013 | Q3 2023 | 40 |
TODD ASSET MANAGEMENT LLC | 40 | 40 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
ROCKY MOUNTAIN ADVISERS, LLC | 40 | 40 | 0.32% | 1.19% | 3.33% | Q4 2013 | Q3 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 0.49% | 1.89% | 3.05% | Q4 2013 | Q3 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 0.04% | 1.32% | 5.54% | Q4 2013 | Q3 2023 | 40 |
FARMERS & MERCHANTS INVESTMENTS INC | 40 | 40 | 0.00% | 0.19% | 0.87% | Q4 2013 | Q3 2023 | 40 |
Beacon Capital Management, Inc. | 40 | 40 | 0.05% | 21.85% | 97.00% | Q4 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.03% | 0.08% | 0.35% | Q4 2013 | Q3 2023 | 40 |
Loudon Investment Management, LLC | 40 | 40 | 0.32% | 0.52% | 0.74% | Q4 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.03% | 0.27% | 0.52% | Q1 2014 | Q3 2023 | 39 |
A. D. Beadell Investment Counsel, Inc. | 39 | 39 | 0.20% | 0.39% | 0.95% | Q1 2014 | Q3 2023 | 39 |
HM PAYSON & CO | 22 | 17 | 0.08% | 0.13% | 0.17% | Q2 2013 | Q1 2023 | 39 |
BRIGHTON JONES LLC | 26 | 3 | 0.02% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 39 |
COMERICA BANK | 38 | 1 | 0.06% | 0.13% | 0.40% | Q3 2013 | Q3 2023 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.09% | 0.21% | 0.34% | Q2 2013 | Q4 2022 | 39 |
Autus Asset Management, LLC | 39 | 39 | 0.09% | 0.15% | 0.36% | Q2 2013 | Q4 2022 | 39 |
Karpus Management, Inc. | 39 | 39 | 0.01% | 0.44% | 1.14% | Q1 2014 | Q3 2023 | 39 |
Advisory Services Network, LLC | 27 | 12 | 0.07% | 0.30% | 2.26% | Q4 2013 | Q3 2023 | 39 |
Archford Capital Strategies, LLC | 39 | 39 | 0.33% | 0.98% | 2.44% | Q1 2014 | Q3 2023 | 39 |
WELCH & FORBES LLC | 39 | 39 | 0.04% | 0.09% | 0.14% | Q1 2014 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
OLD NATIONAL BANCORP /IN/ | 38 | 38 | 0.01% | 0.60% | 1.35% | Q2 2014 | Q3 2023 | 38 |
Gemmer Asset Management LLC | 38 | 38 | 2.29% | 4.39% | 8.45% | Q2 2014 | Q3 2023 | 38 |
Main Management LLC | 38 | 38 | 0.00% | 0.93% | 3.18% | Q2 2013 | Q3 2022 | 38 |
SCOTIA CAPITAL INC. | 27 | 11 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 38 |
PEOPLES FINANCIAL SERVICES CORP. | 38 | 38 | 0.02% | 0.04% | 0.07% | Q2 2014 | Q3 2023 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.03% | 0.11% | 0.25% | Q2 2013 | Q3 2022 | 38 |
HT Partners LLC | 31 | 7 | 0.18% | 5.39% | 8.85% | Q2 2013 | Q3 2023 | 38 |
WEBSTER BANK, N. A. | 38 | 38 | 0.06% | 0.63% | 1.94% | Q2 2014 | Q3 2023 | 38 |
Truepoint, Inc. | 22 | 16 | 0.73% | 7.22% | 13.46% | Q1 2014 | Q3 2023 | 38 |
Hudock, Inc. | 38 | 38 | 0.00% | 0.04% | 0.37% | Q2 2013 | Q3 2022 | 38 |
MCF Advisors LLC | 19 | 4 | 0.00% | 0.08% | 0.57% | Q4 2011 | Q2 2023 | 38 |
LS Investment Advisors, LLC | 37 | 37 | 0.00% | 0.34% | 2.11% | Q2 2013 | Q2 2022 | 37 |
Personal Capital Advisors Corp | 37 | 37 | 2.88% | 4.36% | 5.95% | Q4 2013 | Q4 2022 | 37 |
MILLENNIUM MANAGEMENT LLC | 27 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 37 |
Bartlett & Co. LLC | 16 | 8 | 0.00% | 0.20% | 0.62% | Q2 2013 | Q4 2023 | 37 |
Maple Capital Management, Inc. | 23 | 2 | 0.03% | 0.13% | 0.42% | Q2 2013 | Q3 2023 | 37 |
Kovack Advisors, Inc. | 37 | 37 | 0.19% | 0.55% | 3.44% | Q3 2014 | Q3 2023 | 37 |
Stratos Wealth Partners, LTD. | 37 | 37 | 0.02% | 0.18% | 0.64% | Q3 2014 | Q3 2023 | 37 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 37 | 37 | 1.38% | 3.09% | 3.69% | Q4 2014 | Q4 2023 | 37 |
Willow Creek Wealth Management Inc. | 36 | 36 | 10.49% | 22.21% | 31.96% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.03% | 0.43% | 2.39% | Q4 2014 | Q3 2023 | 36 |
SPINNAKER TRUST | 36 | 36 | 0.02% | 0.04% | 0.16% | Q4 2014 | Q3 2023 | 36 |
FMR LLC | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.02% | 0.14% | 0.40% | Q4 2014 | Q3 2023 | 36 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 36 |
Mengis Capital Management, Inc. | 36 | 36 | 0.08% | 0.58% | 1.12% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.07% | 0.11% | 0.18% | Q4 2014 | Q3 2023 | 36 |
Wealth Architects, LLC | 36 | 36 | 0.35% | 0.80% | 1.44% | Q4 2014 | Q3 2023 | 36 |
Rathbones Group PLC | 36 | 36 | 0.02% | 0.15% | 0.24% | Q4 2014 | Q3 2023 | 36 |
Roof Eidam Maycock Peralta, LLC | 36 | 36 | 0.15% | 2.01% | 10.74% | Q4 2014 | Q3 2023 | 36 |
Northstar Group, Inc. | 36 | 36 | 0.90% | 1.42% | 1.91% | Q4 2014 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.03% | 0.09% | 0.25% | Q4 2014 | Q3 2023 | 36 |
Koshinski Asset Management, Inc. | 36 | 36 | 0.26% | 0.89% | 4.21% | Q4 2014 | Q3 2023 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.03% | 0.58% | 2.42% | Q2 2013 | Q1 2022 | 36 |
Horizon Investment Services, LLC | 36 | 36 | 0.11% | 0.25% | 0.54% | Q2 2013 | Q1 2022 | 36 |
THOMPSON SIEGEL & WALMSLEY LLC | 25 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
KWMG, LLC | 36 | 36 | 2.36% | 4.96% | 8.38% | Q4 2014 | Q3 2023 | 36 |
CAPTRUST FINANCIAL ADVISORS | 28 | 2 | 0.00% | 0.53% | 1.33% | Q4 2013 | Q3 2023 | 36 |
CUTLER INVESTMENT COUNSEL LLC | 30 | 6 | 1.97% | 4.74% | 7.18% | Q2 2013 | Q3 2023 | 36 |
Joel Isaacson & Co., LLC | 35 | 1 | 0.00% | 0.07% | 0.13% | Q4 2012 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.05% | 0.15% | 0.30% | Q4 2014 | Q3 2023 | 36 |
Godshalk Welsh Capital Management, Inc. | 36 | 36 | 0.11% | 0.93% | 1.47% | Q4 2014 | Q3 2023 | 36 |
CLEAR INVESTMENT RESEARCH, LLC | 35 | 35 | 0.24% | 1.60% | 9.23% | Q1 2015 | Q3 2023 | 35 |
Country Club Trust Company, n.a. | 35 | 35 | 0.04% | 0.08% | 0.51% | Q2 2013 | Q4 2021 | 35 |
Voya Financial Advisors, Inc. | 35 | 35 | 0.16% | 0.64% | 2.51% | Q1 2015 | Q3 2023 | 35 |
Addison Capital Co | 29 | 6 | 0.11% | 0.24% | 0.35% | Q4 2013 | Q3 2022 | 35 |
Diversified Portfolios, Inc. | 26 | 9 | 7.60% | 13.02% | 18.45% | Q4 2014 | Q3 2023 | 35 |
Altavista Wealth Management, Inc. | 35 | 35 | 0.07% | 0.90% | 2.00% | Q2 2013 | Q4 2021 | 35 |
Legacy Capital Partners, Inc. | 33 | 2 | 0.07% | 0.24% | 0.43% | Q2 2013 | Q1 2022 | 35 |
Argent Trust Co | 35 | 35 | 0.05% | 0.17% | 0.63% | Q1 2015 | Q3 2023 | 35 |
Valmark Advisers, Inc. | 35 | 35 | 0.02% | 0.71% | 1.53% | Q1 2015 | Q3 2023 | 35 |
Sandy Spring Bank | 26 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2021 | 35 |
Allworth Financial LP | 35 | 35 | 0.01% | 2.14% | 7.72% | Q1 2015 | Q3 2023 | 35 |
Alexandria Capital, LLC | 34 | 34 | 0.03% | 0.65% | 1.92% | Q2 2013 | Q3 2021 | 34 |
Pointe Capital Management LLC | 27 | 7 | 0.37% | 1.46% | 3.17% | Q1 2015 | Q3 2023 | 34 |
Ameritas Investment Partners, Inc. | 18 | 16 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 34 |
Homrich & Berg | 34 | 34 | 0.14% | 1.18% | 11.79% | Q2 2013 | Q3 2021 | 34 |
Patten Group, Inc. | 34 | 34 | 0.01% | 0.17% | 0.47% | Q2 2015 | Q3 2023 | 34 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 34 | 34 | 0.36% | 0.76% | 1.50% | Q2 2015 | Q3 2023 | 34 |
Gradient Investments LLC | 24 | 4 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 34 |
Brookstone Capital Management | 34 | 34 | 0.02% | 0.38% | 1.50% | Q2 2015 | Q3 2023 | 34 |
PINNACLE FINANCIAL PARTNERS INC | 34 | 34 | 0.05% | 0.15% | 0.48% | Q2 2015 | Q3 2023 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.39% | 4.61% | 10.66% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.08% | 0.22% | 0.51% | Q2 2015 | Q3 2023 | 34 |
Goelzer Investment Management, Inc. | 34 | 34 | 0.03% | 0.10% | 0.27% | Q3 2014 | Q4 2022 | 34 |
New England Private Wealth Advisors LLC | 34 | 34 | 0.66% | 1.01% | 2.46% | Q4 2012 | Q1 2021 | 34 |
WEDBUSH SECURITIES INC | 20 | 14 | 0.03% | 0.13% | 0.34% | Q3 2014 | Q3 2023 | 34 |
First Heartland Consultants, Inc. | 32 | 1 | 0.05% | 0.78% | 2.44% | Q2 2013 | Q3 2023 | 34 |
ST GERMAIN D J CO INC | 30 | 3 | 0.00% | 0.62% | 1.04% | Q3 2015 | Q4 2023 | 33 |
Perigon Wealth Management, LLC | 16 | 1 | 0.02% | 0.31% | 0.52% | Q3 2011 | Q3 2023 | 33 |
ASSETMARK, INC | 17 | 2 | 0.00% | 0.44% | 4.61% | Q3 2013 | Q3 2023 | 33 |
EVERMAY WEALTH MANAGEMENT LLC | 32 | 1 | 0.06% | 0.29% | 2.08% | Q1 2015 | Q2 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.08% | 0.48% | Q2 2015 | Q2 2023 | 33 |
MML INVESTORS SERVICES, LLC | 26 | 7 | 0.31% | 1.32% | 5.21% | Q2 2015 | Q3 2023 | 33 |
REGENTATLANTIC CAPITAL LLC | 21 | 1 | 0.02% | 0.08% | 0.28% | Q2 2013 | Q3 2022 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.53% | 0.94% | 1.78% | Q3 2015 | Q3 2023 | 33 |
FIRST NATIONAL BANK OF OMAHA | 31 | 2 | 0.01% | 0.04% | 0.09% | Q1 2015 | Q3 2023 | 33 |
Bison Wealth, LLC | 32 | 1 | 0.04% | 1.94% | 4.85% | Q1 2015 | Q2 2023 | 33 |
VALLEY NATIONAL ADVISERS INC | 27 | 5 | 0.00% | 0.15% | 0.59% | Q4 2014 | Q4 2022 | 32 |
Affiance Financial, LLC | 32 | 32 | 0.01% | 8.76% | 15.46% | Q1 2015 | Q4 2022 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.27% | 0.77% | 2.23% | Q4 2015 | Q3 2023 | 32 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 2 | 0.00% | 0.01% | 0.06% | Q3 2015 | Q3 2023 | 32 |
MERIDIAN INVESTMENT COUNSEL INC. | 32 | 32 | 0.18% | 0.29% | 0.43% | Q4 2015 | Q3 2023 | 32 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 32 | 32 | 0.03% | 0.07% | 0.36% | Q2 2013 | Q1 2021 | 32 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 32 | 32 | 0.12% | 0.50% | 1.35% | Q4 2015 | Q3 2023 | 32 |
Coe Capital Management, LLC | 31 | 1 | 0.64% | 2.57% | 5.19% | Q2 2013 | Q2 2021 | 32 |
JOHN G ULLMAN & ASSOCIATES INC | 31 | 1 | 0.05% | 0.14% | 0.26% | Q2 2013 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.09% | 0.58% | 1.36% | Q2 2013 | Q1 2021 | 32 |
Moisand Fitzgerald Tamayo, LLC | 32 | 32 | 0.07% | 0.83% | 2.24% | Q4 2015 | Q3 2023 | 32 |
Day & Ennis, LLC | 32 | 32 | 2.79% | 5.86% | 11.64% | Q4 2015 | Q3 2023 | 32 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 32 | 32 | 0.18% | 0.63% | 1.30% | Q4 2015 | Q3 2023 | 32 |
Avior Wealth Management, LLC | 25 | 7 | 0.13% | 0.69% | 1.18% | Q3 2015 | Q3 2023 | 32 |
Annex Advisory Services, LLC | 31 | 1 | 0.02% | 1.38% | 7.57% | Q2 2013 | Q3 2023 | 32 |
MITCHELL SINKLER & STARR/PA | 24 | 8 | 0.28% | 1.47% | 3.14% | Q3 2014 | Q3 2022 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.06% | 0.35% | 1.12% | Q1 2016 | Q4 2023 | 32 |
Colorado Capital Management, Inc. | 32 | 32 | 2.67% | 4.02% | 5.78% | Q4 2015 | Q3 2023 | 32 |
Advisors Preferred, LLC | 16 | 1 | 0.01% | 1.27% | 16.24% | Q4 2013 | Q2 2022 | 31 |
East Coast Asset Management, LLC. | 31 | 31 | 0.11% | 1.98% | 8.89% | Q4 2012 | Q2 2020 | 31 |
TRUST CO OF VIRGINIA /VA | 28 | 3 | 0.03% | 1.03% | 2.35% | Q4 2013 | Q2 2022 | 31 |
CAPITAL CITY TRUST CO/FL | 31 | 31 | 0.08% | 0.31% | 0.72% | Q1 2015 | Q3 2022 | 31 |
SECURITY NATIONAL TRUST CO | 31 | 31 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2021 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.08% | 0.31% | Q1 2016 | Q3 2023 | 31 |
Simplicity Solutions, LLC | 22 | 9 | 0.06% | 0.36% | 1.10% | Q4 2015 | Q3 2023 | 31 |
Veritable, L.P. | 22 | 2 | 0.01% | 0.03% | 0.05% | Q4 2012 | Q2 2023 | 31 |
Newman Dignan & Sheerar, Inc. | 28 | 3 | 0.01% | 0.32% | 3.28% | Q1 2015 | Q1 2023 | 31 |
SIGNET FINANCIAL MANAGEMENT, LLC | 26 | 5 | 0.06% | 0.33% | 1.94% | Q4 2014 | Q3 2022 | 31 |
Morningstar Investment Services LLC | 31 | 31 | 0.68% | 2.06% | 3.78% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.03% | 0.11% | 0.24% | Q4 2015 | Q3 2023 | 31 |
GIRARD PARTNERS LTD. | 14 | 1 | 0.00% | 0.11% | 0.24% | Q4 2013 | Q3 2023 | 31 |
BlackRock Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.00% | 0.61% | 2.29% | Q2 2014 | Q4 2021 | 31 |
Jacobi Capital Management LLC | 30 | 30 | 0.04% | 0.13% | 0.39% | Q2 2016 | Q3 2023 | 30 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 30 | 30 | 0.02% | 0.13% | 0.46% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.14% | 0.38% | 0.84% | Q2 2013 | Q3 2020 | 30 |
FCG ADVISORS, LLC | 30 | 30 | 0.16% | 0.55% | 1.19% | Q2 2013 | Q3 2020 | 30 |
QUANTUM CAPITAL MANAGEMENT | 30 | 30 | 0.60% | 2.62% | 11.60% | Q2 2013 | Q3 2020 | 30 |
Burt Wealth Advisors | 25 | 5 | 0.00% | 0.08% | 0.42% | Q4 2014 | Q3 2023 | 30 |
WBH ADVISORY INC | 25 | 1 | 0.07% | 0.43% | 1.29% | Q3 2015 | Q3 2023 | 30 |
COLDSTREAM CAPITAL MANAGEMENT INC | 15 | 2 | 0.01% | 0.14% | 0.39% | Q2 2013 | Q3 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.75% | 1.44% | 3.19% | Q2 2013 | Q3 2020 | 30 |
Transamerica Financial Advisors, Inc. | 21 | 1 | 0.00% | 0.15% | 1.69% | Q2 2013 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 1.20% | 1.61% | 2.06% | Q2 2013 | Q3 2020 | 30 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 16 | 2 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q1 2022 | 30 |
EXENCIAL WEALTH ADVISORS, LLC | 21 | 1 | 0.04% | 0.08% | 0.18% | Q1 2013 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.04% | 0.44% | 1.85% | Q1 2016 | Q3 2023 | 30 |
TORONTO DOMINION BANK | 19 | 11 | 0.00% | 0.00% | 0.11% | Q3 2014 | Q1 2022 | 30 |
HEADINVEST, LLC | 18 | 12 | 0.37% | 1.84% | 4.54% | Q1 2015 | Q3 2023 | 30 |
BLAIR WILLIAM & CO/IL | 30 | 30 | 0.02% | 0.06% | 0.20% | Q2 2016 | Q3 2023 | 30 |
Brinker Capital Investments, LLC | 21 | 4 | 0.00% | 0.38% | 1.40% | Q2 2013 | Q4 2022 | 30 |
CULBERTSON A N & CO INC | 29 | 29 | 0.07% | 0.74% | 1.66% | Q3 2016 | Q3 2023 | 29 |
Callan Capital, LLC | 27 | 2 | 0.17% | 0.97% | 2.70% | Q2 2013 | Q2 2023 | 29 |
Stonehearth Capital Management, LLC | 29 | 29 | 0.10% | 1.42% | 2.63% | Q4 2014 | Q4 2021 | 29 |
Domani Wealth, LLC | 27 | 2 | 0.07% | 9.23% | 24.58% | Q4 2015 | Q1 2023 | 29 |
BROWN BROTHERS HARRIMAN & CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 29 |
Private Ocean, LLC | 14 | 1 | 0.00% | 9.02% | 22.36% | Q1 2015 | Q4 2022 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 29 |
GOULD ASSET MANAGEMENT LLC /CA/ | 20 | 1 | 0.09% | 0.34% | 0.90% | Q2 2013 | Q2 2022 | 29 |
Plancorp, LLC | 28 | 1 | 0.12% | 1.39% | 12.75% | Q2 2014 | Q3 2023 | 29 |
HOLLENCREST CAPITAL MANAGEMENT | 15 | 14 | 0.02% | 0.12% | 0.51% | Q4 2013 | Q3 2023 | 29 |
BOK Financial Private Wealth, Inc. | 18 | 11 | 0.04% | 0.17% | 0.48% | Q2 2016 | Q3 2023 | 29 |
NORTHERN TRUST CORP | 15 | 7 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q3 2023 | 29 |
Blume Capital Management, Inc. | 23 | 6 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2023 | 29 |
Dynamic Advisor Solutions LLC | 23 | 1 | 0.12% | 0.22% | 0.35% | Q1 2014 | Q3 2023 | 29 |
Relative Value Partners Group, LLC | 29 | 29 | 0.03% | 0.56% | 2.95% | Q3 2016 | Q3 2023 | 29 |
Horan Securities, Inc. | 22 | 7 | 0.01% | 2.29% | 8.08% | Q1 2016 | Q2 2023 | 29 |
JUNCTURE WEALTH STRATEGIES, LLC | 29 | 29 | 0.24% | 1.55% | 3.53% | Q4 2016 | Q4 2023 | 29 |
GREATMARK INVESTMENT PARTNERS, INC. | 24 | 5 | 0.07% | 0.16% | 0.43% | Q2 2013 | Q1 2022 | 29 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 26 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 29 |
Hilltop Holdings Inc. | 27 | 2 | 0.03% | 0.20% | 0.50% | Q2 2013 | Q4 2020 | 29 |
Asset Dedication, LLC | 22 | 1 | 0.00% | 0.02% | 0.15% | Q4 2015 | Q3 2023 | 29 |
COURIER CAPITAL LLC | 29 | 29 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q2 2020 | 29 |
SCHWARTZ INVESTMENT COUNSEL INC | 13 | 3 | 0.06% | 0.13% | 0.17% | Q2 2013 | Q3 2023 | 29 |
Alpha Cubed Investments, LLC | 29 | 29 | 0.03% | 0.10% | 0.24% | Q3 2016 | Q3 2023 | 29 |
HOWLAND CAPITAL MANAGEMENT LLC | 21 | 8 | 0.03% | 0.89% | 2.21% | Q2 2013 | Q3 2023 | 29 |
Symmetry Partners, LLC | 29 | 29 | 1.20% | 2.49% | 4.21% | Q4 2016 | Q4 2023 | 29 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.01% | 1.45% | 6.26% | Q4 2016 | Q3 2023 | 28 |
WMS Partners, LLC | 22 | 6 | 0.03% | 0.07% | 0.21% | Q2 2013 | Q3 2021 | 28 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.18% | 1.01% | 1.91% | Q3 2016 | Q3 2023 | 28 |
MOTCO | 22 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 28 |
Connecticut Wealth Management, LLC | 25 | 3 | 0.04% | 0.34% | 1.05% | Q3 2016 | Q3 2023 | 28 |
Gilbert & Cook, Inc. | 28 | 28 | 0.05% | 0.28% | 1.01% | Q4 2016 | Q3 2023 | 28 |
Freedom Investment Management, Inc. | 18 | 2 | 0.02% | 0.38% | 0.85% | Q1 2013 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.10% | 0.56% | 2.10% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q4 2022 | 28 |
Ridgewood Investments LLC | 28 | 28 | 0.36% | 0.51% | 0.77% | Q4 2016 | Q3 2023 | 28 |
Penobscot Investment Management Company, Inc. | 19 | 1 | 0.03% | 0.26% | 0.47% | Q2 2013 | Q3 2023 | 28 |
LVW Advisors, LLC | 28 | 28 | 0.07% | 0.36% | 0.83% | Q4 2014 | Q3 2021 | 28 |
FAGAN ASSOCIATES, INC. | 15 | 13 | 0.20% | 0.75% | 1.78% | Q3 2015 | Q1 2023 | 28 |
Alpha Omega Wealth Management LLC | 28 | 28 | 0.01% | 0.26% | 0.69% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.09% | 0.18% | 0.41% | Q4 2016 | Q3 2023 | 28 |
TCTC Holdings, LLC | 14 | 2 | 0.15% | 0.90% | 1.44% | Q2 2013 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.06% | 0.24% | 0.74% | Q4 2016 | Q3 2023 | 28 |
Betterment LLC | 28 | 28 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 28 |
NORTHWEST WEALTH MANAGEMENT, LLC | 28 | 28 | 1.24% | 2.37% | 5.50% | Q4 2016 | Q3 2023 | 28 |
WOODMONT INVESTMENT COUNSEL LLC | 11 | 7 | 0.03% | 0.15% | 1.00% | Q2 2015 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.02% | 0.10% | 0.41% | Q4 2016 | Q3 2023 | 28 |
INVESTMENT PARTNERS, LTD. | 27 | 1 | 0.08% | 0.94% | 2.80% | Q1 2016 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q1 2020 | 28 |
REDW Wealth LLC | 28 | 28 | 0.72% | 7.32% | 25.02% | Q4 2016 | Q3 2023 | 28 |
JNBA Financial Advisors | 21 | 1 | 0.00% | 0.46% | 3.45% | Q2 2013 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.03% | 0.25% | 1.14% | Q4 2016 | Q3 2023 | 28 |
Hapanowicz & Associates Financial Services, Inc | 28 | 28 | 0.59% | 24.11% | 44.37% | Q4 2016 | Q3 2023 | 28 |
Violich Capital Management, Inc. | 27 | 27 | 0.08% | 0.28% | 1.33% | Q4 2015 | Q2 2022 | 27 |
Sequoia Financial Advisors, LLC | 25 | 2 | 0.01% | 0.05% | 0.18% | Q3 2016 | Q3 2023 | 27 |
ANCHOR CAPITAL ADVISORS LLC | 27 | 27 | 0.08% | 0.43% | 1.12% | Q1 2017 | Q3 2023 | 27 |
Wela Strategies, Inc. | 26 | 1 | 1.46% | 3.86% | 23.18% | Q1 2017 | Q4 2023 | 27 |
IBERIABANK CORP | 22 | 5 | 0.10% | 1.64% | 7.17% | Q2 2013 | Q2 2020 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.04% | 0.07% | 0.10% | Q1 2017 | Q3 2023 | 27 |
Roundview Capital LLC | 25 | 2 | 0.23% | 1.02% | 1.41% | Q2 2016 | Q3 2023 | 27 |
AJ WEALTH STRATEGIES, LLC | 27 | 27 | 0.12% | 0.56% | 1.28% | Q4 2016 | Q2 2023 | 27 |
Allen Investment Management, LLC | 27 | 27 | 0.02% | 0.21% | 0.83% | Q1 2017 | Q3 2023 | 27 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 10 | 0.00% | 0.05% | 0.25% | Q4 2014 | Q3 2023 | 27 |
AUA CAPITAL MANAGEMENT, LLC | 27 | 27 | 1.14% | 2.23% | 3.86% | Q1 2017 | Q3 2023 | 27 |
Freestone Capital Holdings, LLC | 27 | 27 | 0.15% | 2.16% | 4.70% | Q1 2017 | Q3 2023 | 27 |
Sage Advisory Services, Ltd.Co. | 17 | 2 | 0.06% | 2.03% | 7.70% | Q2 2013 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.06% | 0.21% | 1.12% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.11% | 0.17% | 0.24% | Q4 2016 | Q3 2023 | 27 |
AlphaMark Advisors, LLC | 11 | 7 | 0.00% | 0.06% | 0.07% | Q2 2013 | Q2 2020 | 27 |
Meridian Wealth Management, LLC | 19 | 8 | 0.05% | 0.20% | 0.76% | Q4 2016 | Q3 2023 | 27 |
LEVEL FOUR ADVISORY SERVICES, LLC | 25 | 2 | 0.02% | 0.24% | 1.14% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.65% | 0.84% | 1.44% | Q2 2013 | Q4 2019 | 27 |
CWM, LLC | 17 | 2 | 0.00% | 0.04% | 0.15% | Q4 2015 | Q3 2023 | 27 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 19 | 1 | 0.07% | 0.40% | 1.43% | Q3 2013 | Q4 2021 | 27 |
MYCIO WEALTH PARTNERS, LLC | 27 | 27 | 0.07% | 0.11% | 0.18% | Q2 2013 | Q4 2019 | 27 |
Capital Analysts, LLC | 26 | 1 | 0.00% | 0.28% | 0.86% | Q4 2016 | Q3 2023 | 27 |
Highland Private Wealth Management | 18 | 9 | 0.14% | 2.32% | 7.22% | Q4 2015 | Q3 2022 | 27 |
ASPIRIANT, LLC | 27 | 27 | 0.06% | 0.14% | 0.40% | Q1 2017 | Q3 2023 | 27 |
Financial Architects, Inc | 16 | 1 | 0.01% | 0.11% | 0.31% | Q1 2016 | Q2 2023 | 27 |
Continuum Advisory, LLC | 27 | 27 | 0.14% | 0.82% | 1.45% | Q1 2017 | Q3 2023 | 27 |
Frontier Wealth Management LLC | 18 | 9 | 0.04% | 0.57% | 1.59% | Q4 2014 | Q2 2022 | 27 |
Kelman-Lazarov, Inc. | 18 | 2 | 0.03% | 0.96% | 3.99% | Q3 2016 | Q3 2023 | 26 |
STALEY CAPITAL ADVISERS INC | 26 | 26 | 0.08% | 0.24% | 0.49% | Q1 2017 | Q2 2023 | 26 |
BRAVE ASSET MANAGEMENT INC | 21 | 5 | 0.01% | 0.56% | 1.14% | Q4 2013 | Q1 2022 | 26 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.08% | 0.23% | 0.41% | Q1 2017 | Q3 2023 | 26 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 26 | 26 | 0.05% | 0.41% | 1.04% | Q2 2017 | Q3 2023 | 26 |
MASSMUTUAL TRUST CO FSB/ADV | 25 | 1 | 0.04% | 0.14% | 0.49% | Q3 2014 | Q4 2023 | 26 |
VANGUARD GROUP INC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 26 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 26 | 26 | 0.27% | 0.60% | 0.91% | Q2 2013 | Q3 2019 | 26 |
RWA WEALTH PARTNERS, LLC | 24 | 2 | 0.01% | 2.01% | 8.28% | Q4 2016 | Q3 2023 | 26 |
Arete Wealth Advisors, LLC | 13 | 5 | 0.04% | 0.25% | 0.54% | Q4 2013 | Q3 2023 | 26 |
FIRST HAWAIIAN BANK | 26 | 26 | 0.05% | 0.35% | 0.75% | Q2 2017 | Q3 2023 | 26 |
Boston Trust Walden Corp | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2022 | 26 |
Bridgeworth, LLC | 23 | 3 | 0.05% | 0.50% | 3.46% | Q4 2016 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.28% | 0.46% | 0.60% | Q2 2013 | Q3 2019 | 26 |
EFG Asset Management (Americas) Corp. | 26 | 26 | 0.03% | 0.83% | 2.23% | Q3 2014 | Q4 2020 | 26 |
Carroll Financial Associates, Inc. | 24 | 2 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2021 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.05% | 0.08% | 0.22% | Q2 2013 | Q3 2019 | 26 |
American Research & Management Co. | 23 | 1 | 0.03% | 0.12% | 0.32% | Q4 2014 | Q3 2022 | 26 |
NewEdge Advisors, LLC | 26 | 26 | 0.05% | 0.26% | 0.58% | Q2 2017 | Q3 2023 | 26 |
MEEDER ASSET MANAGEMENT INC | 26 | 26 | 0.00% | 0.68% | 4.92% | Q1 2016 | Q2 2022 | 26 |
SEIZERT CAPITAL PARTNERS, LLC | 23 | 3 | 0.02% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 26 |
WASHINGTON TRUST BANK | 10 | 8 | 0.00% | 0.17% | 1.88% | Q3 2014 | Q3 2023 | 26 |
Shamrock Asset Management LLC | 26 | 26 | 0.04% | 0.13% | 0.42% | Q2 2013 | Q3 2019 | 26 |
Bray Capital Advisors | 23 | 2 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 0.42% | 0.83% | 3.16% | Q4 2015 | Q4 2021 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 1.56% | 3.78% | Q2 2017 | Q2 2023 | 25 |
Kistler-Tiffany Companies, LLC | 24 | 1 | 0.00% | 0.02% | 0.21% | Q1 2015 | Q2 2023 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.02% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 25 |
HSBC HOLDINGS PLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2020 | 25 |
Estate Counselors, LLC | 12 | 1 | 0.05% | 2.95% | 10.93% | Q2 2013 | Q3 2023 | 25 |
WHITTIER TRUST CO | 22 | 3 | 0.00% | 0.10% | 0.22% | Q1 2017 | Q3 2023 | 25 |
BINGHAM OSBORN & SCARBOROUGH LLC | 25 | 25 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q3 2020 | 25 |
STEPHENS INC /AR/ | 22 | 3 | 0.04% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 25 |
Winch Advisory Services, LLC | 24 | 1 | 0.00% | 0.22% | 2.61% | Q1 2015 | Q3 2022 | 25 |
Hanlon Investment Management, Inc. | 13 | 1 | 0.02% | 1.07% | 3.52% | Q3 2014 | Q3 2023 | 25 |
FIRST FINANCIAL CORP /IN/ | 12 | 5 | 0.01% | 0.05% | 0.09% | Q3 2014 | Q3 2023 | 25 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 11 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 25 |
Patriot Financial Group Insurance Agency, LLC | 24 | 1 | 0.01% | 0.08% | 0.22% | Q2 2017 | Q3 2023 | 25 |
UMB Bank, n.a. | 21 | 1 | 0.01% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 25 |
CHEMICAL BANK | 25 | 25 | 0.06% | 0.12% | 0.23% | Q2 2013 | Q2 2019 | 25 |
Laurel Wealth Advisors, Inc. | 15 | 2 | 0.06% | 0.19% | 0.44% | Q4 2015 | Q4 2022 | 25 |
TIAA, FSB | 25 | 25 | 0.04% | 2.50% | 9.89% | Q2 2017 | Q2 2023 | 25 |
Kavar Capital Partners, LLC | 22 | 1 | 0.17% | 0.67% | 1.09% | Q4 2013 | Q3 2020 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.38% | 0.63% | 0.98% | Q4 2017 | Q3 2023 | 24 |
North Star Investment Management Corp. | 17 | 7 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 24 |
Hugh Johnson Advisors LLC | 24 | 24 | 0.06% | 0.76% | 1.12% | Q3 2013 | Q2 2019 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.04% | 0.07% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Intellectus Partners, LLC | 19 | 2 | 0.06% | 0.30% | 0.80% | Q1 2017 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.08% | 0.18% | 0.48% | Q4 2017 | Q3 2023 | 24 |
BHK Investment Advisors, LLC | 24 | 24 | 1.34% | 1.67% | 2.00% | Q4 2017 | Q3 2023 | 24 |
TELEMUS CAPITAL, LLC | 24 | 24 | 0.57% | 1.39% | 1.81% | Q4 2017 | Q3 2023 | 24 |
Lutz Financial Services LLC | 24 | 24 | 1.19% | 4.67% | 9.75% | Q4 2017 | Q3 2023 | 24 |
Slow Capital, Inc. | 24 | 24 | 0.12% | 0.59% | 0.99% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.06% | 0.27% | 0.97% | Q4 2017 | Q3 2023 | 24 |
Sowell Financial Services LLC | 10 | 2 | 0.03% | 0.35% | 0.89% | Q4 2016 | Q3 2023 | 24 |
BOKF, NA | 15 | 9 | 0.02% | 0.06% | 0.17% | Q3 2017 | Q3 2023 | 24 |
PrairieView Partners, LLC | 24 | 24 | 6.34% | 6.95% | 8.46% | Q4 2017 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.84% | 2.46% | 3.48% | Q4 2017 | Q3 2023 | 24 |
Gradient Capital Advisors, LLC | 24 | 24 | 0.40% | 1.03% | 2.73% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.08% | 0.25% | 0.54% | Q4 2017 | Q3 2023 | 24 |
AlphaStar Capital Management, LLC | 24 | 24 | 0.44% | 0.60% | 0.90% | Q4 2017 | Q3 2023 | 24 |
C M BIDWELL & ASSOCIATES LTD | 24 | 24 | 1.56% | 3.49% | 5.94% | Q4 2017 | Q3 2023 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.47% | 0.72% | 1.10% | Q4 2017 | Q3 2023 | 24 |
Johanson Financial Advisors, Inc. | 24 | 24 | 0.07% | 3.98% | 28.87% | Q4 2015 | Q3 2021 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.06% | 0.14% | 0.26% | Q4 2017 | Q3 2023 | 24 |
Greenwich Wealth Management LLC | 24 | 24 | 0.02% | 0.22% | 0.47% | Q2 2013 | Q1 2019 | 24 |
MONETA GROUP INVESTMENT ADVISORS LLC | 19 | 1 | 0.00% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.02% | 0.06% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.13% | 0.38% | 0.80% | Q4 2017 | Q3 2023 | 24 |
Barrett Asset Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2021 | 24 |
Trust Co | 14 | 10 | 0.02% | 0.32% | 1.48% | Q3 2016 | Q3 2022 | 24 |
CIBC WORLD MARKET INC. | 19 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.66% | 1.45% | 2.56% | Q4 2017 | Q3 2023 | 24 |
UNITED BANK | 24 | 24 | 0.10% | 0.15% | 0.24% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Larson Financial Group LLC | 24 | 24 | 0.16% | 0.76% | 2.33% | Q4 2017 | Q3 2023 | 24 |
ALLIANCEBERNSTEIN L.P. | 23 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q4 2020 | 24 |
OneDigital Investment Advisors LLC | 18 | 6 | 0.02% | 0.11% | 0.41% | Q2 2017 | Q3 2023 | 24 |
Armbruster Capital Management, Inc. | 13 | 10 | 0.00% | 0.28% | 1.50% | Q4 2015 | Q2 2023 | 23 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 23 | 23 | 0.16% | 0.74% | 1.38% | Q1 2018 | Q3 2023 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.41% | 0.63% | 0.90% | Q4 2017 | Q2 2023 | 23 |
NORTHSTAR INVESTMENT ADVISORS LLC | 21 | 2 | 0.06% | 1.96% | 3.32% | Q2 2013 | Q1 2019 | 23 |
CreativeOne Wealth, LLC | 23 | 23 | 1.47% | 1.92% | 2.73% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Acorn Wealth Advisors, LLC | 23 | 23 | 0.15% | 0.23% | 0.46% | Q4 2017 | Q2 2023 | 23 |
Aries Wealth Management | 17 | 6 | 0.50% | 0.90% | 1.84% | Q4 2017 | Q3 2023 | 23 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 8 | 0.14% | 0.26% | 0.45% | Q4 2017 | Q3 2023 | 23 |
Belpointe Asset Management LLC | 16 | 1 | 0.02% | 0.12% | 0.29% | Q3 2017 | Q3 2023 | 23 |
Ackerman Capital Advisors, LLC | 20 | 1 | 0.03% | 2.07% | 3.22% | Q2 2017 | Q3 2023 | 23 |
Doyle Wealth Management | 23 | 23 | 1.53% | 2.80% | 4.54% | Q1 2017 | Q3 2022 | 23 |
Fortis Advisors, LLC | 19 | 4 | 0.01% | 3.75% | 9.09% | Q3 2017 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.73% | 1.88% | Q1 2018 | Q3 2023 | 23 |
Whitegate Investment Counselors, Inc. | 22 | 1 | 0.06% | 0.10% | 0.13% | Q1 2014 | Q3 2021 | 23 |
AMG National Trust Bank | 10 | 1 | 0.01% | 0.04% | 0.15% | Q1 2016 | Q3 2023 | 23 |
HL FINANCIAL SERVICES LLC | 18 | 5 | 0.14% | 0.66% | 1.44% | Q2 2013 | Q1 2019 | 23 |
Garde Capital, Inc. | 23 | 23 | 0.10% | 0.17% | 0.24% | Q4 2014 | Q2 2020 | 23 |
Neuberger Berman Group LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 23 |
Avidian Wealth Solutions, LLC | 9 | 6 | 0.04% | 0.32% | 1.35% | Q3 2015 | Q3 2023 | 23 |
Fiera Capital Corp | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.03% | 0.14% | Q1 2014 | Q3 2023 | 23 |
Arbor Investment Advisors, LLC | 23 | 23 | 1.21% | 3.19% | 5.65% | Q1 2018 | Q3 2023 | 23 |
Lourd Capital, LLC | 19 | 4 | 0.03% | 0.05% | 0.13% | Q2 2013 | Q2 2019 | 23 |
PLANNING DIRECTIONS INC | 14 | 8 | 14.57% | 24.15% | 34.02% | Q1 2018 | Q3 2023 | 22 |
JOHNSON INVESTMENT COUNSEL INC | 20 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 22 |
Simmons Bank | 19 | 1 | 0.11% | 0.56% | 1.01% | Q2 2017 | Q3 2023 | 22 |
Rodgers Brothers Inc. | 22 | 22 | 0.05% | 0.07% | 0.09% | Q2 2018 | Q3 2023 | 22 |
PRUDENTIAL FINANCIAL INC | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
FRANKLIN RESOURCES INC | 14 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 22 |
AMERICAN NATIONAL BANK | 22 | 22 | 0.46% | 1.00% | 1.44% | Q2 2013 | Q3 2018 | 22 |
Alaska Wealth Advisors | 12 | 3 | 0.03% | 1.62% | 2.38% | Q4 2017 | Q3 2023 | 22 |
JANICZEK WEALTH MANAGEMENT, LLC | 22 | 22 | 0.01% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 22 |
Brand Asset Management Group, Inc. | 22 | 22 | 0.11% | 0.28% | 0.51% | Q2 2018 | Q3 2023 | 22 |
VICUS CAPITAL | 22 | 22 | 0.06% | 0.18% | 0.39% | Q2 2014 | Q3 2019 | 22 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 | 22 | 0.18% | 0.66% | 1.34% | Q2 2018 | Q3 2023 | 22 |
FIRST CITIZENS BANK & TRUST CO | 16 | 6 | 0.01% | 0.11% | 0.21% | Q4 2016 | Q2 2023 | 22 |
McCutchen Group LLC | 22 | 22 | 1.84% | 3.11% | 4.88% | Q2 2017 | Q3 2022 | 22 |
Schneider Downs Wealth Management Advisors, LP | 22 | 22 | 0.07% | 0.67% | 2.50% | Q4 2015 | Q1 2021 | 22 |
SMITH, MOORE & CO. | 15 | 7 | 0.03% | 0.09% | 0.20% | Q3 2017 | Q1 2023 | 22 |
Mangham Associates,LLC | 15 | 7 | 0.50% | 1.57% | 5.88% | Q4 2017 | Q3 2023 | 22 |
Partnervest Advisory Services LLC | 22 | 22 | 0.30% | 0.49% | 0.71% | Q2 2015 | Q3 2020 | 22 |
Claybrook Capital, LLC | 9 | 5 | 0.00% | 0.26% | 0.46% | Q4 2017 | Q3 2023 | 22 |
Stadion Money Management, LLC | 22 | 22 | 0.85% | 1.81% | 3.61% | Q2 2013 | Q3 2018 | 22 |
1832 Asset Management L.P. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2020 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.03% | 0.13% | 0.74% | Q4 2017 | Q3 2023 | 22 |
Ausdal Financial Partners, Inc. | 12 | 9 | 0.08% | 0.34% | 0.67% | Q4 2015 | Q3 2022 | 21 |
PROFFITT & GOODSON INC | 21 | 21 | 0.43% | 0.55% | 0.69% | Q3 2018 | Q3 2023 | 21 |
Calamos Wealth Management LLC | 21 | 21 | 0.15% | 0.68% | 1.84% | Q3 2018 | Q3 2023 | 21 |
Smith & Howard Wealth Management, LLC | 18 | 3 | 0.17% | 0.42% | 0.77% | Q1 2018 | Q3 2023 | 21 |
AFAM CAPITAL, INC. | 21 | 21 | 0.04% | 1.55% | 4.94% | Q2 2013 | Q2 2018 | 21 |
WEALTHSOURCE PARTNERS, LLC | 13 | 8 | 0.02% | 0.22% | 0.37% | Q3 2016 | Q1 2022 | 21 |
Mosaic Financial Partners, Inc. | 21 | 21 | 0.91% | 2.09% | 2.94% | Q2 2013 | Q2 2018 | 21 |
People's United Financial, Inc. | 17 | 2 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q4 2021 | 21 |
C-J Advisory, Inc. | 21 | 21 | 4.97% | 5.47% | 6.76% | Q3 2016 | Q3 2021 | 21 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 18 | 3 | 0.03% | 0.04% | 0.12% | Q1 2016 | Q3 2023 | 21 |
Brookmont Capital Management | 10 | 1 | 0.05% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 21 |
Banco Santander, S.A. | 18 | 3 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 21 |
SADOFF INVESTMENT MANAGEMENT LLC | 21 | 21 | 0.23% | 0.37% | 0.55% | Q3 2017 | Q3 2022 | 21 |
Arlington Partners LLC | 21 | 21 | 0.06% | 0.17% | 0.38% | Q4 2017 | Q4 2022 | 21 |
CAMDEN NATIONAL BANK | 21 | 21 | 0.06% | 0.09% | 0.15% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.30% | 1.49% | Q1 2017 | Q3 2023 | 21 |
Wealthquest Corp | 12 | 4 | 0.04% | 0.64% | 1.50% | Q4 2014 | Q1 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.50% | 0.85% | 1.33% | Q3 2018 | Q3 2023 | 21 |
Oliver Luxxe Assets LLC | 8 | 2 | 0.07% | 0.35% | 0.94% | Q4 2015 | Q1 2023 | 21 |
Confluence Wealth Management LLC | 21 | 21 | 0.27% | 0.98% | 2.25% | Q3 2015 | Q3 2020 | 21 |
TWO SIGMA SECURITIES, LLC | 6 | 1 | 0.00% | 0.12% | 0.63% | Q4 2014 | Q4 2022 | 21 |
Covington Capital Management | 21 | 21 | 0.12% | 0.22% | 0.31% | Q3 2017 | Q3 2022 | 21 |
Camelot Portfolios, LLC | 13 | 1 | 0.10% | 1.34% | 6.91% | Q2 2013 | Q3 2021 | 21 |
Richard Bernstein Advisors LLC | 21 | 21 | 0.00% | 0.10% | 1.29% | Q3 2016 | Q3 2021 | 21 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 21 | 21 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Peak Asset Management, LLC | 16 | 1 | 0.06% | 0.93% | 3.81% | Q3 2016 | Q4 2022 | 21 |
Burleson & Company, LLC | 21 | 21 | 1.03% | 1.88% | 3.42% | Q4 2017 | Q4 2022 | 21 |
NATIXIS | 18 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2022 | 21 |
GABLES CAPITAL MANAGEMENT INC. | 20 | 1 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q3 2023 | 21 |
Alaska Permanent Capital Management | 11 | 3 | 0.02% | 1.38% | 4.30% | Q3 2013 | Q3 2023 | 21 |
Financial Enhancement Group LLC | 20 | 20 | 0.01% | 2.76% | 9.45% | Q2 2015 | Q1 2020 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.08% | 0.76% | Q4 2014 | Q3 2019 | 20 |
Strategic Investment Advisors / MI | 20 | 20 | 0.56% | 1.27% | 2.55% | Q4 2018 | Q3 2023 | 20 |
BerganKDV Wealth Management, LLC | 10 | 4 | 0.00% | 0.05% | 0.14% | Q4 2016 | Q2 2023 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 2.45% | 4.13% | 6.14% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q3 2018 | 20 |
IndexIQ Advisors LLC | 20 | 20 | 2.74% | 9.90% | 19.79% | Q2 2013 | Q1 2018 | 20 |
FIRST MERCHANTS CORP | 14 | 6 | 0.02% | 0.27% | 1.11% | Q3 2017 | Q3 2023 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.10% | 0.20% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Pure Financial Advisors, LLC | 7 | 1 | 0.03% | 0.55% | 2.81% | Q1 2016 | Q4 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.22% | 0.29% | 0.41% | Q4 2018 | Q3 2023 | 20 |
FIRST AMERICAN TRUST, FSB | 20 | 20 | 0.06% | 0.83% | 1.60% | Q4 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.07% | 0.23% | 0.43% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.09% | 0.23% | Q4 2018 | Q3 2023 | 20 |
WADE G W & INC | 20 | 20 | 0.02% | 0.03% | 0.05% | Q3 2015 | Q2 2020 | 20 |
WealthShield Partners, LLC | 15 | 5 | 0.01% | 0.12% | 0.34% | Q4 2017 | Q3 2023 | 20 |
Hillcrest Wealth Advisors - NY, LLC | 20 | 20 | 0.73% | 1.10% | 1.86% | Q4 2018 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.54% | 0.74% | 0.92% | Q4 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.01% | 0.19% | 0.32% | Q4 2017 | Q4 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.12% | 0.20% | 0.42% | Q4 2017 | Q3 2022 | 20 |
Bay Harbor Wealth Management, LLC | 20 | 20 | 5.24% | 6.16% | 6.77% | Q4 2018 | Q3 2023 | 20 |
McCarthy Grittinger Financial Group, LLC | 20 | 20 | 5.72% | 8.54% | 15.41% | Q4 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.09% | 0.22% | 0.43% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.06% | 0.20% | 0.76% | Q4 2018 | Q3 2023 | 20 |
Windham Capital Management, LLC | 13 | 1 | 0.13% | 4.59% | 12.85% | Q2 2013 | Q4 2020 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 1.75% | 5.99% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Raab & Moskowitz Asset Management LLC | 12 | 1 | 0.02% | 0.11% | 0.16% | Q4 2014 | Q4 2021 | 20 |
Palisades Hudson Asset Management, L.P. | 20 | 20 | 0.12% | 0.19% | 0.25% | Q4 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
ELEMENT POINTE ADVISORS, LLC | 20 | 20 | 0.24% | 0.44% | 0.78% | Q4 2018 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q4 2020 | 20 |
ENTERPRISE FINANCIAL SERVICES CORP | 19 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2020 | 20 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.03% | 0.12% | 0.24% | Q1 2016 | Q3 2023 | 20 |
Human Investing LLC | 20 | 20 | 2.16% | 4.69% | 7.37% | Q4 2018 | Q3 2023 | 20 |
Wellesley Investment Partners, LLC | 20 | 20 | 4.88% | 8.91% | 10.88% | Q4 2015 | Q3 2020 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 1.77% | 2.49% | 3.01% | Q4 2018 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 1.14% | 1.33% | 1.59% | Q4 2018 | Q3 2023 | 20 |
Rehmann Capital Advisory Group | 11 | 1 | 0.04% | 0.12% | 0.26% | Q2 2017 | Q3 2023 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.20% | 0.69% | 1.93% | Q4 2018 | Q3 2023 | 20 |
MANAGED ACCOUNT SERVICES INC | 20 | 20 | 0.16% | 0.93% | 2.74% | Q4 2016 | Q3 2021 | 20 |
SEI INVESTMENTS CO | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2020 | 20 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.64% | 0.99% | 1.36% | Q1 2019 | Q3 2023 | 19 |
Krilogy Financial LLC | 9 | 1 | 0.02% | 0.10% | 0.42% | Q1 2016 | Q1 2022 | 19 |
Strategic Financial Services, Inc, | 14 | 5 | 0.03% | 0.26% | 0.95% | Q2 2016 | Q3 2021 | 19 |
Capital Investment Advisory Services, LLC | 15 | 4 | 0.01% | 0.04% | 0.21% | Q4 2018 | Q3 2023 | 19 |
Klingman & Associates, LLC | 10 | 1 | 0.01% | 0.03% | 0.09% | Q4 2014 | Q1 2022 | 19 |
Choate Investment Advisors | 19 | 19 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
JACOBSON & SCHMITT ADVISORS, LLC | 14 | 5 | 0.12% | 0.22% | 0.30% | Q1 2016 | Q4 2020 | 19 |
Brown Advisory Securities, LLC | 19 | 19 | 0.07% | 0.20% | 1.46% | Q1 2018 | Q3 2022 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.00% | 0.16% | 1.25% | Q1 2019 | Q3 2023 | 19 |
Dakota Wealth Management | 19 | 19 | 0.01% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 19 |
LaFleur & Godfrey LLC | 19 | 19 | 0.06% | 0.49% | 4.25% | Q2 2013 | Q4 2017 | 19 |
AEGON USA Investment Management, LLC | 10 | 9 | 0.07% | 2.77% | 10.06% | Q2 2013 | Q3 2023 | 19 |
Cribstone Capital Management, LLC | 11 | 8 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q4 2022 | 19 |
FORTE CAPITAL LLC /ADV | 19 | 19 | 0.17% | 1.59% | 3.96% | Q3 2014 | Q1 2019 | 19 |
Mutual Advisors, LLC | 17 | 1 | 0.02% | 0.22% | 0.38% | Q2 2018 | Q3 2023 | 19 |
Granite Investment Advisors, LLC | 19 | 19 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q3 2021 | 19 |
Evensky & Katz LLC | 19 | 19 | 0.10% | 0.36% | 0.68% | Q1 2019 | Q3 2023 | 19 |
New Capital Management LP | 8 | 1 | 0.06% | 1.81% | 4.78% | Q4 2016 | Q3 2023 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 2.28% | 2.82% | 4.30% | Q2 2013 | Q4 2017 | 19 |
RITHOLTZ WEALTH MANAGEMENT | 19 | 19 | 0.05% | 5.00% | 8.93% | Q1 2019 | Q3 2023 | 19 |
Stratos Investment Management, LLC | 19 | 19 | 0.16% | 0.21% | 0.29% | Q1 2019 | Q3 2023 | 19 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 14 | 5 | 0.72% | 2.90% | 8.28% | Q4 2017 | Q3 2023 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.24% | 0.36% | 0.54% | Q2 2018 | Q4 2022 | 19 |
PACIFIC FINANCIAL GROUP INC | 19 | 19 | 0.04% | 0.76% | 2.88% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.40% | 1.13% | 1.42% | Q4 2017 | Q2 2022 | 19 |
Tarbox Family Office, Inc. | 13 | 1 | 0.00% | 0.06% | 0.13% | Q1 2015 | Q4 2021 | 19 |
NATIONAL PLANNING CORP | 19 | 19 | 0.79% | 1.75% | 3.46% | Q2 2013 | Q4 2017 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 4.63% | 6.75% | 8.22% | Q2 2013 | Q4 2017 | 19 |
Bell Rock Capital LLC | 16 | 3 | 0.04% | 2.26% | 39.66% | Q4 2016 | Q2 2022 | 19 |
TOMPKINS FINANCIAL CORP | 9 | 4 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 19 |
Evolution Wealth Advisors, LLC | 17 | 2 | 0.07% | 1.15% | 3.73% | Q4 2018 | Q3 2023 | 19 |
Lindbrook Capital, LLC | 11 | 8 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.93% | 1.13% | 1.41% | Q3 2018 | Q3 2023 | 19 |
Princeton Global Asset Management LLC | 19 | 19 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.09% | 0.17% | 0.29% | Q4 2018 | Q3 2023 | 19 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.02% | 0.14% | 0.25% | Q4 2018 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.34% | 0.86% | 1.67% | Q1 2019 | Q3 2023 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.11% | 1.41% | 2.27% | Q1 2019 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.05% | 0.14% | 0.21% | Q1 2019 | Q3 2023 | 19 |
1834 INVESTMENT ADVISORS CO | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 19 |
TSFG, LLC | 19 | 19 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
PRENTISS SMITH & CO INC | 19 | 19 | 0.03% | 0.05% | 0.06% | Q1 2014 | Q3 2018 | 19 |
DOWLING & YAHNKE LLC | 15 | 4 | 0.08% | 0.88% | 5.00% | Q4 2017 | Q3 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
NOTTINGHAM ADVISORS, INC. | 19 | 19 | 0.85% | 2.04% | 4.54% | Q4 2014 | Q2 2019 | 19 |
NORTHEAST INVESTMENT MANAGEMENT | 10 | 2 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q1 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.78% | 3.18% | 5.37% | Q1 2019 | Q3 2023 | 19 |
CAPITAL ADVISORS INC/OK | 15 | 1 | 0.01% | 0.02% | 0.09% | Q4 2016 | Q4 2022 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q4 2017 | 19 |
ADIRONDACK TRUST CO | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
WESBANCO BANK INC | 11 | 1 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 19 |
LANDAAS & CO /WI /ADV | 19 | 19 | 0.12% | 0.19% | 0.33% | Q3 2017 | Q1 2022 | 19 |
Invesco Ltd. | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 19 |
Citadel Advisors | 7 | 1 | 0.00% | 0.01% | 0.07% | Q3 2015 | Q2 2023 | 19 |
COUNTRY TRUST BANK | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2022 | 18 |
Boothe Investment Group, Inc. | 11 | 7 | 0.96% | 12.68% | 22.45% | Q2 2018 | Q4 2022 | 18 |
Tortoise Investment Management, LLC | 11 | 7 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 18 |
Financial Gravity Asset Management, Inc. | 12 | 1 | 0.00% | 0.84% | 2.37% | Q3 2018 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.05% | 0.17% | 0.33% | Q1 2019 | Q2 2023 | 18 |
Certified Advisory Corp | 11 | 2 | 0.02% | 0.19% | 0.64% | Q4 2017 | Q4 2022 | 18 |
Ellenbecker Investment Group | 18 | 18 | 0.07% | 1.14% | 2.30% | Q4 2017 | Q1 2022 | 18 |
Roble, Belko & Company, Inc | 12 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
Savant Capital, LLC | 18 | 18 | 0.17% | 0.53% | 0.92% | Q2 2019 | Q3 2023 | 18 |
FINANCIAL LIFE ADVISORS | 9 | 9 | 0.14% | 0.99% | 3.32% | Q4 2017 | Q3 2022 | 18 |
Verus Financial Partners, Inc. | 12 | 6 | 5.35% | 13.06% | 24.75% | Q1 2019 | Q3 2023 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q1 2020 | 18 |
Lee Financial Co | 13 | 5 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.16% | 0.33% | 0.74% | Q2 2013 | Q3 2017 | 18 |
EP Wealth Advisors, LLC | 15 | 3 | 0.01% | 0.12% | 1.11% | Q3 2018 | Q3 2023 | 18 |
MCMILLION CAPITAL MANAGEMENT INC | 18 | 18 | 0.20% | 0.32% | 0.58% | Q1 2019 | Q2 2023 | 18 |
Asset Planning Services, Ltd. | 18 | 18 | 0.05% | 0.07% | 0.13% | Q2 2015 | Q3 2019 | 18 |
Robinson Value Management, Ltd. | 12 | 1 | 0.17% | 0.32% | 0.52% | Q4 2017 | Q3 2023 | 18 |
First Command Financial Services, Inc. | 18 | 18 | 0.00% | 0.81% | 14.48% | Q1 2018 | Q2 2022 | 18 |
DIVIDEND ASSETS CAPITAL, LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.00% | 0.07% | 0.19% | Q2 2019 | Q3 2023 | 18 |
HALL LAURIE J TRUSTEE | 13 | 5 | 0.00% | 0.17% | 0.29% | Q4 2018 | Q3 2023 | 18 |
TD ASSET MANAGEMENT INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 18 |
Man Group plc | 15 | 3 | 0.00% | 0.04% | 0.12% | Q2 2018 | Q3 2023 | 18 |
Manchester Capital Management LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 18 |
DELTA FINANCIAL ADVISORS LLC | 18 | 18 | 0.22% | 0.41% | 0.53% | Q2 2019 | Q3 2023 | 18 |
KANAWHA CAPITAL MANAGEMENT LLC | 18 | 18 | 0.64% | 1.01% | 1.32% | Q2 2019 | Q3 2023 | 18 |
RELIANCE TRUST CO OF DELAWARE | 11 | 7 | 0.46% | 1.05% | 3.33% | Q2 2013 | Q1 2019 | 18 |
Capital Advisory Group Advisory Services, LLC | 18 | 18 | 0.09% | 1.13% | 2.13% | Q1 2018 | Q2 2022 | 18 |
Concorde Asset Management, LLC | 11 | 2 | 0.14% | 0.37% | 1.33% | Q4 2014 | Q3 2022 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 1.44% | 2.31% | 4.10% | Q4 2018 | Q3 2023 | 18 |
First Command Bank | 18 | 18 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q2 2022 | 18 |
SVA Wealth Management, LLC | 18 | 18 | 0.20% | 1.34% | 4.22% | Q4 2013 | Q1 2018 | 18 |
DUBUQUE BANK & TRUST CO | 12 | 3 | 0.00% | 0.03% | 0.16% | Q1 2014 | Q4 2019 | 18 |
Oakworth Capital, Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
VECTOR WEALTH MANAGEMENT, LLC | 17 | 1 | 0.17% | 16.33% | 29.74% | Q4 2011 | Q4 2016 | 18 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 1 | 0.11% | 0.25% | 1.74% | Q3 2015 | Q3 2022 | 18 |
Resource Planning Group | 18 | 18 | 0.50% | 3.56% | 12.51% | Q2 2019 | Q3 2023 | 18 |
McNamara Financial Services, Inc. | 13 | 4 | 0.05% | 0.09% | 0.17% | Q1 2016 | Q3 2023 | 17 |
SEGALL BRYANT & HAMILL, LLC | 6 | 2 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q2 2023 | 17 |
BEACON TRUST CO | 17 | 17 | 0.17% | 0.40% | 0.63% | Q1 2013 | Q1 2017 | 17 |
PRIO WEALTH LIMITED PARTNERSHIP | 17 | 17 | 0.45% | 0.70% | 0.92% | Q3 2019 | Q3 2023 | 17 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 9 | 2 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q1 2022 | 17 |
PHILADELPHIA TRUST CO | 13 | 4 | 0.06% | 0.25% | 0.48% | Q2 2016 | Q3 2020 | 17 |
FAIRFIELD, BUSH & CO. | 10 | 1 | 0.03% | 0.86% | 4.79% | Q2 2013 | Q2 2023 | 17 |
DEARBORN PARTNERS LLC | 17 | 17 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 17 |
INVESTMENT CENTERS OF AMERICA INC | 15 | 2 | 0.11% | 1.67% | 2.11% | Q2 2013 | Q3 2017 | 17 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.00% | 0.05% | 0.70% | Q4 2015 | Q1 2023 | 17 |
Crestwood Advisors Group, LLC | 16 | 1 | 0.00% | 0.19% | 0.69% | Q1 2017 | Q3 2023 | 17 |
Busey Bank | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Westover Capital Advisors, LLC | 17 | 17 | 0.22% | 0.49% | 0.80% | Q2 2013 | Q2 2017 | 17 |
Pinnacle Advisory Group, Inc. | 9 | 1 | 0.02% | 0.04% | 0.12% | Q3 2015 | Q1 2021 | 17 |
iAB Financial Bank | 17 | 17 | 0.16% | 0.43% | 0.64% | Q2 2013 | Q2 2017 | 17 |
AFT, FORSYTH & COMPANY, INC. | 15 | 2 | 0.12% | 0.27% | 0.36% | Q2 2013 | Q2 2021 | 17 |
Private Wealth Group, LLC | 17 | 17 | 0.31% | 0.90% | 1.55% | Q3 2019 | Q3 2023 | 17 |
Clean Yield Group | 9 | 2 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.09% | 0.23% | Q2 2013 | Q2 2017 | 17 |
Weatherstone Capital Management | 13 | 4 | 0.18% | 1.66% | 4.05% | Q2 2013 | Q4 2017 | 17 |
RAND WEALTH, LLC | 12 | 5 | 2.84% | 4.15% | 5.32% | Q2 2014 | Q3 2018 | 17 |
Visionary Asset Management, Inc. | 17 | 17 | 0.17% | 2.65% | 9.19% | Q4 2014 | Q4 2018 | 17 |
Stratford Consulting, LLC | 11 | 6 | 0.09% | 0.16% | 0.22% | Q4 2015 | Q1 2020 | 17 |
Cordasco Financial Network | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2022 | 17 |
B. Riley Wealth Management, Inc. | 8 | 1 | 0.00% | 0.10% | 0.40% | Q1 2014 | Q4 2021 | 17 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 3 | 0.05% | 0.08% | 0.12% | Q4 2015 | Q4 2020 | 17 |
Glassman Wealth Services | 15 | 1 | 0.00% | 0.01% | 0.10% | Q3 2016 | Q2 2022 | 17 |
First PREMIER Bank | 15 | 2 | 0.00% | 0.30% | 0.68% | Q3 2018 | Q3 2023 | 17 |
RETIREMENT CAPITAL STRATEGIES | 13 | 4 | 0.16% | 0.56% | 0.74% | Q4 2014 | Q1 2019 | 17 |
Nicholas Hoffman & Company, LLC. | 7 | 4 | 0.01% | 0.08% | 0.29% | Q3 2016 | Q3 2023 | 17 |
Cascade Investment Advisors, Inc. | 9 | 1 | 0.22% | 0.37% | 0.64% | Q3 2018 | Q3 2023 | 17 |
Sterling Investment Advisors, Ltd. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2022 | 17 |
Brickley Wealth Management | 17 | 17 | 7.30% | 11.09% | 17.18% | Q4 2017 | Q4 2021 | 17 |
Valeo Financial Advisors, LLC | 14 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2022 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
Windsor Wealth Management, Inc. | 17 | 17 | 0.16% | 2.28% | 4.16% | Q3 2019 | Q3 2023 | 17 |
Baldrige Asset Management LLC | 17 | 17 | 0.34% | 1.53% | 4.06% | Q1 2019 | Q1 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2023 | 17 |
Wolff Financial Management LLC | 10 | 1 | 0.08% | 0.26% | 0.41% | Q4 2018 | Q3 2023 | 17 |
HOWARD FINANCIAL SERVICES, LTD. | 12 | 5 | 0.08% | 0.53% | 2.18% | Q4 2018 | Q3 2023 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 2.78% | 4.14% | 5.30% | Q3 2019 | Q3 2023 | 17 |
Avion Wealth | 17 | 17 | 0.36% | 3.38% | 10.50% | Q3 2019 | Q3 2023 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 17 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 0.39% | 1.04% | 2.98% | Q1 2016 | Q3 2023 | 17 |
Clearstead Advisors, LLC | 11 | 1 | 0.00% | 0.08% | 0.26% | Q4 2016 | Q3 2023 | 17 |
Weitz Investment Management | 17 | 17 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2020 | 17 |
Barrington Strategic Wealth Management Group LLC | 16 | 16 | 2.86% | 6.33% | 10.59% | Q4 2013 | Q3 2017 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.13% | 0.18% | 0.30% | Q2 2013 | Q1 2017 | 16 |
S.A. Mason LLC | 16 | 16 | 0.27% | 0.45% | 0.65% | Q4 2019 | Q3 2023 | 16 |
Merit Financial Group, LLC | 11 | 1 | 0.02% | 0.91% | 5.00% | Q4 2017 | Q3 2023 | 16 |
Jentner Corp | 16 | 16 | 22.93% | 32.13% | 38.72% | Q4 2019 | Q3 2023 | 16 |
EASTERN BANK | 8 | 8 | 0.02% | 0.36% | 1.02% | Q1 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Adero Partners, LLC | 16 | 16 | 0.05% | 0.31% | 1.12% | Q4 2019 | Q3 2023 | 16 |
MADISON INVESTMENT HOLDINGS INC | 12 | 4 | 0.01% | 0.39% | 0.99% | Q2 2013 | Q4 2017 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.21% | 0.50% | 0.75% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.07% | 0.17% | 0.27% | Q4 2019 | Q3 2023 | 16 |
MONECO Advisors, LLC | 16 | 16 | 0.15% | 0.43% | 0.74% | Q4 2019 | Q3 2023 | 16 |
Enstar Group LTD | 16 | 16 | 0.73% | 2.36% | 6.53% | Q4 2019 | Q3 2023 | 16 |
PFG Advisors | 11 | 5 | 0.05% | 0.15% | 0.39% | Q2 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Aureus Asset Management, LLC | 11 | 5 | 0.03% | 0.08% | 0.14% | Q2 2019 | Q3 2023 | 16 |
WealthOne, LLC | 16 | 16 | 0.10% | 0.18% | 0.38% | Q4 2018 | Q3 2022 | 16 |
Waverly Advisors, LLC | 13 | 1 | 0.00% | 0.03% | 0.05% | Q3 2013 | Q3 2023 | 16 |
Aptus Capital Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
DAVIDSON TRUST CO | 16 | 16 | 0.45% | 0.61% | 0.91% | Q4 2019 | Q3 2023 | 16 |
Compton Wealth Advisory Group, LLC | 14 | 2 | 0.12% | 2.71% | 4.18% | Q2 2019 | Q3 2023 | 16 |
StoneX Group Inc. | 9 | 1 | 0.03% | 0.27% | 0.82% | Q2 2017 | Q4 2021 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.22% | 0.44% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Mirae Asset Global Investments Co., Ltd. | 14 | 2 | 0.01% | 0.19% | 1.51% | Q4 2009 | Q1 2023 | 16 |
Overbrook Management Corp | 16 | 16 | 0.05% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 16 |
F3Logic, LLC | 14 | 2 | 0.04% | 0.23% | 0.53% | Q1 2018 | Q1 2022 | 16 |
Cambria Investment Management, L.P. | 12 | 1 | 0.07% | 1.17% | 5.17% | Q4 2014 | Q1 2020 | 16 |
MOSELEY INVESTMENT MANAGEMENT INC | 16 | 16 | 0.26% | 1.28% | 1.78% | Q4 2019 | Q3 2023 | 16 |
CWA Asset Management Group, LLC | 14 | 2 | 0.10% | 0.15% | 0.59% | Q1 2018 | Q3 2023 | 16 |
Clearshares LLC | 12 | 4 | 2.18% | 3.06% | 4.26% | Q4 2017 | Q4 2021 | 16 |
BLUESTEM FINANCIAL ADVISORS, LLC | 16 | 16 | 14.56% | 17.52% | 21.11% | Q4 2019 | Q3 2023 | 16 |
QUADRANT CAPITAL GROUP LLC | 16 | 16 | 0.05% | 0.69% | 3.22% | Q4 2019 | Q3 2023 | 16 |
Titus Wealth Management | 12 | 4 | 0.17% | 0.26% | 0.42% | Q2 2018 | Q2 2022 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.63% | 0.92% | 1.41% | Q4 2019 | Q3 2023 | 16 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 16 | 16 | 0.25% | 4.01% | 8.32% | Q4 2019 | Q3 2023 | 16 |
WealthPLAN Partners, LLC | 6 | 1 | 0.00% | 0.07% | 0.34% | Q4 2015 | Q4 2023 | 16 |
Marcum Wealth, LLC | 16 | 16 | 0.18% | 0.48% | 1.01% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.03% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Carnegie Capital Asset Management, LLC | 10 | 6 | 0.03% | 0.07% | 0.14% | Q1 2016 | Q1 2020 | 16 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 0.52% | 1.10% | 1.50% | Q4 2019 | Q3 2023 | 16 |
MGO ONE SEVEN LLC | 13 | 1 | 0.01% | 0.27% | 1.76% | Q4 2017 | Q3 2023 | 16 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 5 | 0.00% | 0.01% | 0.07% | Q3 2018 | Q3 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.09% | 0.55% | 1.51% | Q4 2019 | Q3 2023 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2022 | 16 |
Bogart Wealth, LLC | 8 | 2 | 0.00% | 0.72% | 2.32% | Q3 2017 | Q3 2023 | 16 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 4 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q2 2021 | 16 |
Harbour Capital Advisors, LLC | 15 | 1 | 0.07% | 0.27% | 0.50% | Q1 2013 | Q1 2017 | 16 |
Insight Folios Inc | 16 | 16 | 0.58% | 1.01% | 2.47% | Q4 2019 | Q3 2023 | 16 |
KELLEHER FINANCIAL ADVISORS | 16 | 16 | 0.14% | 0.33% | 0.50% | Q2 2019 | Q1 2023 | 16 |
Tower Research Capital LLC (TRC) | 13 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 16 |
Capital Directions Investment Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2022 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 16 |
ATLAS CAPITAL ADVISORS LLC | 11 | 1 | 0.01% | 0.77% | 3.93% | Q1 2018 | Q3 2023 | 16 |
Alhambra Investment Management LLC | 16 | 16 | 0.68% | 1.06% | 1.86% | Q4 2019 | Q3 2023 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.00% | 0.31% | 0.74% | Q4 2019 | Q3 2023 | 16 |
McNaughton Wealth Management, LLC | 16 | 16 | 0.32% | 3.31% | 4.67% | Q4 2019 | Q3 2023 | 16 |
Arrow Investment Advisors, LLC | 16 | 16 | 4.12% | 6.48% | 8.37% | Q2 2013 | Q1 2017 | 16 |
St. James Investment Company, LLC | 16 | 16 | 0.06% | 0.14% | 0.27% | Q1 2016 | Q4 2019 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.28% | 0.84% | 1.40% | Q4 2019 | Q3 2023 | 16 |
Heartwood Wealth Advisors LLC | 16 | 16 | 0.09% | 2.03% | 3.97% | Q4 2019 | Q3 2023 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.06% | 0.19% | 0.91% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 8.63% | 9.95% | 12.84% | Q2 2013 | Q1 2017 | 16 |
Asset Allocation & Management Company, LLC | 16 | 16 | 0.09% | 0.30% | 1.07% | Q4 2019 | Q3 2023 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.17% | 0.31% | 0.56% | Q4 2019 | Q3 2023 | 16 |
FULTON BREAKEFIELD BROENNIMAN LLC | 11 | 5 | 0.02% | 0.05% | 0.20% | Q3 2019 | Q3 2023 | 16 |
SigFig Wealth Management, LLC | 16 | 16 | 0.02% | 0.42% | 0.58% | Q4 2019 | Q3 2023 | 16 |
Regent Peak Wealth Advisors LLC | 15 | 15 | 0.06% | 0.17% | 0.42% | Q4 2019 | Q2 2023 | 15 |
BEACON FINANCIAL GROUP | 15 | 15 | 0.11% | 1.35% | 2.86% | Q3 2013 | Q1 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.58% | 0.99% | 1.49% | Q2 2016 | Q4 2019 | 15 |
GeoWealth Management, LLC | 14 | 1 | 0.08% | 0.77% | 2.11% | Q3 2019 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.51% | 1.11% | 2.04% | Q1 2020 | Q3 2023 | 15 |
BOSTON FINANCIAL MANGEMENT LLC | 8 | 7 | 0.01% | 0.17% | 0.32% | Q2 2016 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.46% | 0.96% | 1.76% | Q2 2013 | Q4 2016 | 15 |
Americana Partners, LLC | 15 | 15 | 0.09% | 0.33% | 0.72% | Q1 2020 | Q3 2023 | 15 |
Essex Financial Services, Inc. | 13 | 2 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 2.82% | 4.32% | 6.15% | Q1 2020 | Q4 2023 | 15 |
PDS Planning, Inc | 15 | 15 | 1.10% | 2.44% | 3.08% | Q1 2020 | Q3 2023 | 15 |
NextCapital Advisers, Inc. | 15 | 15 | 0.16% | 1.91% | 3.65% | Q4 2018 | Q2 2022 | 15 |
Opus Capital Group, LLC | 14 | 1 | 0.06% | 3.66% | 7.43% | Q1 2014 | Q3 2023 | 15 |
BARCLAYS PLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2019 | 15 |
Bigelow Investment Advisors, LLC | 15 | 15 | 0.12% | 0.19% | 0.26% | Q1 2018 | Q3 2021 | 15 |
AdvicePeriod, LLC | 15 | 15 | 1.32% | 1.89% | 2.47% | Q4 2017 | Q2 2021 | 15 |
Live Your Vision, LLC | 11 | 1 | 0.02% | 0.06% | 0.13% | Q4 2013 | Q1 2019 | 15 |
Brio Consultants, LLC | 15 | 15 | 0.06% | 1.00% | 2.48% | Q4 2018 | Q2 2022 | 15 |
Independence Bank of Kentucky | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2023 | 15 |
Horizon Investments, LLC | 8 | 3 | 0.02% | 0.22% | 0.99% | Q2 2013 | Q2 2023 | 15 |
McAdam, LLC | 12 | 3 | 0.01% | 0.38% | 1.28% | Q1 2018 | Q3 2023 | 15 |
WALLER FINANCIAL PLANNING GROUP, INC | 15 | 15 | 0.46% | 2.00% | 3.92% | Q2 2020 | Q4 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.03% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Miracle Mile Advisors, LLC | 8 | 3 | 0.02% | 0.09% | 0.22% | Q3 2015 | Q1 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.56% | 1.02% | 1.65% | Q1 2020 | Q3 2023 | 15 |
Axiom Financial Strategies, LLC | 15 | 15 | 0.38% | 2.55% | 7.06% | Q1 2020 | Q3 2023 | 15 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 3 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q2 2021 | 15 |
BCS Wealth Management | 14 | 1 | 0.08% | 0.27% | 0.63% | Q4 2019 | Q3 2023 | 15 |
COMERICA SECURITIES INC | 11 | 1 | 0.22% | 0.80% | 1.23% | Q2 2014 | Q4 2018 | 15 |
SONATA CAPITAL GROUP INC | 15 | 15 | 0.12% | 0.14% | 0.20% | Q2 2019 | Q4 2022 | 15 |
IEQ CAPITAL, LLC | 15 | 15 | 0.01% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.53% | 2.48% | 3.82% | Q1 2020 | Q3 2023 | 15 |
Antonetti Capital Management LLC | 9 | 1 | 0.06% | 0.09% | 0.15% | Q2 2010 | Q3 2023 | 15 |
Investors Research Corp | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
GUYASUTA INVESTMENT ADVISORS INC | 15 | 15 | 0.02% | 0.08% | 0.14% | Q1 2020 | Q3 2023 | 15 |
WESTWOOD HOLDINGS GROUP INC | 13 | 2 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 15 |
Samalin Investment Counsel, LLC | 15 | 15 | 0.18% | 0.59% | 2.34% | Q4 2019 | Q2 2023 | 15 |
SNS Financial Group, LLC | 15 | 15 | 0.04% | 0.13% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 0.20% | 0.67% | 1.02% | Q1 2020 | Q3 2023 | 15 |
M Holdings Securities, Inc. | 6 | 1 | 0.09% | 0.18% | 0.90% | Q2 2014 | Q1 2020 | 15 |
Cornerstone Wealth Group, LLC | 15 | 15 | 0.09% | 0.24% | 0.34% | Q1 2020 | Q3 2023 | 15 |
Csenge Advisory Group | 7 | 1 | 0.02% | 0.10% | 0.21% | Q1 2018 | Q3 2023 | 14 |
RELIANCE TRUST CO | 7 | 2 | 0.90% | 3.23% | 8.38% | Q2 2013 | Q3 2017 | 14 |
LifePlan Financial Group, Inc | 11 | 3 | 0.01% | 0.04% | 0.11% | Q3 2013 | Q3 2020 | 14 |
Foundations Investment Advisors, LLC | 7 | 1 | 0.01% | 0.08% | 0.39% | Q3 2019 | Q3 2023 | 14 |
EVERGREEN CAPITAL MANAGEMENT LLC | 13 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 14 |
Virtu KCG Holdings LLC | 6 | 4 | 0.01% | 0.05% | 0.12% | Q3 2013 | Q2 2017 | 14 |
PATTON ALBERTSON MILLER GROUP, LLC | 11 | 3 | 0.17% | 0.33% | 0.42% | Q2 2014 | Q3 2018 | 14 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q2 2018 | 14 |
TFG Advisers LLC | 13 | 1 | 0.09% | 0.13% | 0.15% | Q4 2019 | Q3 2023 | 14 |
Trek Financial, LLC | 8 | 2 | 0.02% | 0.23% | 0.82% | Q4 2018 | Q1 2023 | 14 |
Outlook Wealth Advisors, LLC | 14 | 14 | 0.22% | 0.75% | 1.56% | Q2 2020 | Q3 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
Arkfeld Wealth Strategies, L.L.C. | 14 | 14 | 0.18% | 0.43% | 1.27% | Q4 2019 | Q1 2023 | 14 |
HCR Wealth Advisors | 14 | 14 | 0.02% | 0.16% | 0.30% | Q2 2020 | Q3 2023 | 14 |
CAPITAL INSIGHT PARTNERS, LLC | 14 | 14 | 0.42% | 1.70% | 2.87% | Q2 2020 | Q3 2023 | 14 |
Mariner, LLC | 11 | 1 | 0.01% | 0.06% | 0.13% | Q4 2014 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2020 | 14 |
Peachtree Investment Advisors, Inc. | 14 | 14 | 0.55% | 3.01% | 5.59% | Q3 2015 | Q4 2018 | 14 |
Trilogy Capital Inc. | 11 | 1 | 0.01% | 0.88% | 1.70% | Q1 2018 | Q2 2023 | 14 |
Meridian Wealth Partners, LLC | 14 | 14 | 0.05% | 0.09% | 0.18% | Q4 2019 | Q1 2023 | 14 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10 | 4 | 0.07% | 0.11% | 0.15% | Q1 2020 | Q3 2023 | 14 |
CX Institutional | 6 | 4 | 0.01% | 1.01% | 2.27% | Q2 2018 | Q3 2023 | 14 |
Liberty Capital Management, Inc. | 6 | 3 | 0.01% | 0.26% | 0.44% | Q2 2017 | Q1 2022 | 14 |
PagnatoKarp Partners LLC | 14 | 14 | 0.37% | 0.93% | 1.88% | Q4 2016 | Q1 2020 | 14 |
Visionary Wealth Advisors | 14 | 14 | 0.04% | 0.35% | 1.10% | Q2 2020 | Q3 2023 | 14 |
StrongBox Wealth, LLC | 14 | 14 | 0.17% | 1.88% | 4.59% | Q1 2020 | Q2 2023 | 14 |
Unison Advisors LLC | 14 | 14 | 0.51% | 1.29% | 4.21% | Q2 2020 | Q3 2023 | 14 |
CENTRAL TRUST Co | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 14 |
One Day In July LLC | 14 | 14 | 0.11% | 2.58% | 4.44% | Q2 2020 | Q3 2023 | 14 |
SALEM INVESTMENT COUNSELORS INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.03% | 0.20% | 0.30% | Q2 2013 | Q3 2016 | 14 |
HORAN CAPITAL MANAGEMENT | 9 | 5 | 0.02% | 0.34% | 0.92% | Q4 2015 | Q2 2019 | 14 |
Blue Chip Partners, LLC | 13 | 1 | 0.03% | 0.08% | 0.16% | Q2 2018 | Q3 2023 | 14 |
INR ADVISORY SERVICES LLC | 11 | 3 | 0.00% | 0.08% | 0.39% | Q1 2014 | Q2 2018 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2022 | 14 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 14 |
CITY HOLDING CO | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 14 |
STEEL GROVE CAPITAL ADVISORS, LLC | 14 | 14 | 0.07% | 0.17% | 0.30% | Q2 2020 | Q3 2023 | 14 |
Fisher Asset Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 14 |
tru Independence LLC | 9 | 1 | 0.11% | 0.46% | 1.28% | Q4 2019 | Q3 2023 | 14 |
BOYS ARNOLD & CO INC | 14 | 14 | 0.14% | 0.22% | 0.38% | Q2 2013 | Q3 2016 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.92% | 1.18% | 2.38% | Q1 2017 | Q2 2020 | 14 |
Strategic Blueprint, LLC | 13 | 1 | 0.00% | 0.08% | 0.13% | Q3 2019 | Q3 2023 | 14 |
H&H Retirement Design & Management INC | 11 | 3 | 0.46% | 4.57% | 11.33% | Q1 2020 | Q3 2023 | 14 |
LPWM LLC | 14 | 14 | 0.10% | 0.25% | 0.43% | Q4 2019 | Q1 2023 | 14 |
Conservest Capital Advisors, Inc. | 8 | 6 | 0.03% | 0.25% | 1.00% | Q1 2017 | Q2 2022 | 14 |
Family Legacy, Inc. | 14 | 14 | 0.92% | 1.37% | 1.79% | Q2 2020 | Q3 2023 | 14 |
Modus Advisors, LLC | 14 | 14 | 0.12% | 2.92% | 6.66% | Q4 2019 | Q1 2023 | 14 |
Stonebridge Capital Advisors LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 14 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 14 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 14 | 14 | 0.18% | 0.42% | 0.91% | Q2 2020 | Q3 2023 | 14 |
Madden Advisory Services, Inc. | 6 | 1 | 0.01% | 0.19% | 0.48% | Q4 2013 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.24% | 0.44% | 0.87% | Q4 2019 | Q3 2023 | 14 |
Zions Bancorporation, N.A. | 14 | 14 | 0.01% | 0.11% | 1.16% | Q1 2019 | Q2 2022 | 14 |
Wealthspire Advisors, LLC | 12 | 1 | 0.02% | 0.09% | 0.21% | Q1 2020 | Q3 2023 | 13 |
Beaumont Financial Partners, LLC | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q3 2022 | 13 |
Yellowstone Partners, LLC | 11 | 2 | 0.12% | 0.53% | 1.37% | Q1 2014 | Q4 2017 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.25% | 0.38% | 0.62% | Q3 2020 | Q3 2023 | 13 |
Peregrine Asset Advisers, Inc. | 13 | 13 | 0.13% | 0.26% | 1.04% | Q3 2020 | Q3 2023 | 13 |
JT Stratford LLC | 13 | 13 | 0.23% | 2.05% | 4.36% | Q4 2018 | Q4 2021 | 13 |
Round Table Services, LLC | 10 | 3 | 0.05% | 0.09% | 0.16% | Q2 2019 | Q3 2022 | 13 |
Wealth Advisory Solutions, LLC | 7 | 6 | 0.01% | 1.56% | 3.01% | Q1 2020 | Q2 2023 | 13 |
Quantitative Advantage, LLC | 6 | 2 | 0.91% | 1.37% | 2.74% | Q3 2013 | Q1 2020 | 13 |
First Bank & Trust | 13 | 13 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q2 2022 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.04% | 0.10% | 0.27% | Q3 2020 | Q3 2023 | 13 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 13 | 13 | 0.82% | 2.11% | 2.73% | Q3 2020 | Q3 2023 | 13 |
Baron Financial Group, LLC | 13 | 13 | 0.44% | 3.08% | 6.29% | Q3 2020 | Q3 2023 | 13 |
ACG Wealth | 5 | 1 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q2 2022 | 13 |
SHUFRO ROSE & CO LLC | 13 | 13 | 0.20% | 0.93% | 1.20% | Q3 2020 | Q3 2023 | 13 |
OPTIMUM INVESTMENT ADVISORS | 7 | 6 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q4 2020 | 13 |
Wiser Wealth Management, Inc | 13 | 13 | 9.52% | 12.46% | 14.12% | Q4 2020 | Q4 2023 | 13 |
CAPE COD FIVE CENTS SAVINGS BANK | 11 | 2 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 13 |
Crabel Capital Management, LLC | 9 | 4 | 0.39% | 1.36% | 3.05% | Q2 2020 | Q3 2023 | 13 |
HBW ADVISORY SERVICES LLC | 13 | 13 | 0.08% | 0.14% | 0.20% | Q3 2020 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.05% | 0.12% | 0.26% | Q2 2013 | Q2 2016 | 13 |
L. Roy Papp & Associates, LLP | 13 | 13 | 0.03% | 1.29% | 6.32% | Q2 2019 | Q2 2022 | 13 |
KANALY TRUST CO | 13 | 13 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q4 2016 | 13 |
GENERAL ELECTRIC CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
GOFEN & GLOSSBERG LLC /IL/ | 8 | 5 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 13 |
Evercore Wealth Management, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 13 |
Citizens Business Bank | 10 | 3 | 0.04% | 0.17% | 0.31% | Q1 2013 | Q2 2022 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Linscomb & Williams, Inc. | 11 | 2 | 0.01% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 13 |
Keystone Financial Group | 11 | 2 | 0.08% | 0.14% | 0.18% | Q2 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 13 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.20% | 1.04% | 2.00% | Q1 2019 | Q3 2023 | 13 |
Boston Standard Wealth Management, LLC | 12 | 1 | 0.39% | 4.22% | 6.10% | Q4 2014 | Q1 2018 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.15% | 0.22% | 0.47% | Q2 2013 | Q2 2016 | 13 |
Verde Capital Management | 13 | 13 | 0.13% | 1.74% | 3.68% | Q3 2020 | Q3 2023 | 13 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 11 | 2 | 0.01% | 0.14% | 0.32% | Q4 2015 | Q1 2020 | 13 |
INSPIRION WEALTH ADVISORS, LLC | 13 | 13 | 0.11% | 1.04% | 6.55% | Q3 2020 | Q3 2023 | 13 |
BEAM WEALTH ADVISORS, INC. | 12 | 1 | 0.15% | 0.83% | 2.11% | Q4 2019 | Q2 2023 | 13 |
Independent Portfolio Consultants, Inc. | 13 | 13 | 0.00% | 0.03% | 0.05% | Q2 2014 | Q2 2017 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.14% | 0.53% | 1.26% | Q3 2020 | Q3 2023 | 13 |
Prudent Man Advisors, LLC | 13 | 13 | 1.49% | 2.58% | 3.05% | Q3 2020 | Q3 2023 | 13 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 0.06% | 0.16% | 0.30% | Q3 2020 | Q3 2023 | 13 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 3 | 0.14% | 0.88% | 1.51% | Q4 2013 | Q2 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.65% | 1.04% | 1.43% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.24% | 0.43% | 0.68% | Q3 2020 | Q3 2023 | 13 |
Lido Advisors, LLC | 11 | 2 | 0.00% | 0.08% | 0.21% | Q4 2019 | Q2 2023 | 13 |
McQueen, Ball & Associates Inc. | 13 | 13 | 0.24% | 0.31% | 0.46% | Q4 2015 | Q4 2018 | 13 |
Stockman Wealth Management, Inc. | 5 | 4 | 0.05% | 0.23% | 0.58% | Q4 2014 | Q3 2023 | 13 |
Venturi Wealth Management, LLC | 6 | 3 | 0.00% | 0.38% | 3.60% | Q4 2015 | Q3 2023 | 13 |
Lokken Investment Group LLC | 12 | 1 | 0.50% | 2.70% | 6.60% | Q1 2012 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 1.05% | 3.28% | 5.60% | Q4 2020 | Q4 2023 | 13 |
McLean Asset Management Corp | 12 | 12 | 0.28% | 0.61% | 1.21% | Q4 2020 | Q3 2023 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 13.71% | 16.69% | 19.03% | Q4 2020 | Q3 2023 | 12 |
OLD MISSION CAPITAL LLC | 7 | 1 | 0.03% | 0.33% | 0.90% | Q2 2017 | Q3 2022 | 12 |
TIEDEMANN ADVISORS, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2021 | 12 |
AMI INVESTMENT MANAGEMENT INC | 12 | 12 | 0.51% | 0.87% | 1.18% | Q4 2019 | Q3 2022 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 2.18% | 12.15% | 20.70% | Q4 2020 | Q3 2023 | 12 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 12 |
MinichMacGregor Wealth Management, LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q3 2018 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.24% | 0.52% | 1.15% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 0.24% | 0.54% | 0.99% | Q4 2020 | Q3 2023 | 12 |
Lloyd Advisory Services, LLC. | 11 | 1 | 0.01% | 1.13% | 2.08% | Q4 2019 | Q4 2022 | 12 |
BOURGEON CAPITAL MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Enterprise Bank & Trust Co | 12 | 12 | 0.08% | 0.30% | 0.59% | Q3 2020 | Q2 2023 | 12 |
ECLECTIC ASSOCIATES INC /ADV | 12 | 12 | 0.86% | 1.00% | 1.34% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.25% | 0.37% | 0.56% | Q4 2018 | Q3 2021 | 12 |
Strategic Wealth Partners, Ltd. | 8 | 1 | 0.01% | 0.50% | 1.06% | Q4 2017 | Q1 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.04% | 0.19% | 0.83% | Q4 2020 | Q3 2023 | 12 |
HOWE & RUSLING INC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 12 |
Newton One Investments LLC | 12 | 12 | 10.50% | 12.99% | 15.28% | Q4 2020 | Q3 2023 | 12 |
EMERSON INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.65% | 0.72% | 0.79% | Q2 2013 | Q1 2016 | 12 |
RFG Advisory, LLC | 8 | 1 | 0.02% | 0.10% | 0.25% | Q3 2017 | Q3 2023 | 12 |
MMA ASSET MANAGEMENT LLC | 12 | 12 | 0.20% | 0.46% | 1.46% | Q4 2020 | Q3 2023 | 12 |
CAMBRIDGE TRUST CO | 11 | 1 | 0.00% | 0.38% | 1.02% | Q1 2019 | Q3 2023 | 12 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 12 | 12 | 1.31% | 4.69% | 10.83% | Q4 2020 | Q3 2023 | 12 |
FLC Capital Advisors | 12 | 12 | 0.07% | 1.68% | 5.60% | Q3 2020 | Q2 2023 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 1.18% | 1.53% | 1.98% | Q4 2020 | Q3 2023 | 12 |
Lincoln Capital LLC | 12 | 12 | 0.10% | 0.30% | 0.40% | Q1 2019 | Q4 2021 | 12 |
RMR Wealth Builders | 11 | 1 | 0.06% | 0.15% | 0.25% | Q4 2019 | Q4 2022 | 12 |
Columbia Asset Management | 4 | 1 | 0.34% | 0.62% | 0.85% | Q3 2017 | Q3 2022 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
BOSTON ADVISORS LLC | 11 | 1 | 0.01% | 0.32% | 1.18% | Q3 2013 | Q3 2019 | 12 |
Zeit Capital LLC | 12 | 12 | 6.46% | 7.70% | 8.96% | Q4 2020 | Q3 2023 | 12 |
New Potomac Partners, LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2020 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 3.89% | 4.58% | 5.12% | Q4 2020 | Q3 2023 | 12 |
Jackson Wealth Management, LLC | 12 | 12 | 0.19% | 0.68% | 1.65% | Q1 2017 | Q4 2019 | 12 |
TBH Global Asset Management, LLC | 9 | 3 | 0.06% | 0.19% | 0.60% | Q2 2020 | Q3 2023 | 12 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 12 | 12 | 0.04% | 0.33% | 1.28% | Q2 2013 | Q1 2016 | 12 |
Annandale Capital, LLC | 12 | 12 | 1.03% | 5.39% | 10.41% | Q4 2020 | Q3 2023 | 12 |
ROPES WEALTH ADVISORS LLC | 12 | 12 | 0.01% | 0.06% | 0.11% | Q2 2019 | Q1 2022 | 12 |
Aveo Capital Partners, LLC | 11 | 1 | 0.09% | 0.14% | 0.25% | Q4 2016 | Q3 2023 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 1.51% | 1.84% | 2.24% | Q4 2020 | Q3 2023 | 12 |
Zions Bancorporation | 12 | 12 | 3.93% | 8.17% | 12.99% | Q1 2015 | Q4 2017 | 12 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 12 | 12 | 0.25% | 0.50% | 0.84% | Q1 2020 | Q4 2022 | 12 |
Cerity Partners LLC | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q2 2022 | 12 |
Safir Wealth Advisors, LLC | 12 | 12 | 11.27% | 12.05% | 12.85% | Q4 2020 | Q3 2023 | 12 |
CAMG Solamere Management, LLC | 12 | 12 | 0.12% | 0.34% | 0.76% | Q4 2016 | Q3 2019 | 12 |
Lowe Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 12 |
BOSTON FAMILY OFFICE LLC | 12 | 12 | 0.69% | 1.21% | 1.78% | Q4 2020 | Q3 2023 | 12 |
OLD DOMINION CAPITAL MANAGEMENT INC | 12 | 12 | 0.63% | 4.87% | 11.89% | Q1 2016 | Q4 2018 | 12 |
WIT, LLC | 12 | 12 | 2.17% | 5.03% | 12.86% | Q4 2020 | Q3 2023 | 12 |
Selective Wealth Management, Inc. | 8 | 1 | 0.03% | 2.66% | 4.87% | Q2 2020 | Q4 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
CUMBERLAND ADVISORS INC | 12 | 12 | 0.06% | 0.12% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Tranquilli Financial Advisor LLC | 12 | 12 | 0.48% | 18.19% | 44.97% | Q4 2020 | Q3 2023 | 12 |
Fullen Financial Group | 12 | 12 | 3.45% | 6.54% | 8.69% | Q2 2020 | Q1 2023 | 12 |
Lenox Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2022 | 12 |
CapWealth Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2016 | 12 |
Alamar Capital Management, LLC | 12 | 12 | 0.36% | 0.48% | 0.60% | Q4 2020 | Q3 2023 | 12 |
V Wealth Advisors LLC | 5 | 1 | 0.03% | 0.11% | 0.34% | Q1 2017 | Q1 2023 | 12 |
Radnor Capital Management, LLC | 5 | 1 | 0.10% | 0.15% | 0.19% | Q4 2019 | Q3 2023 | 12 |
Red Wave Investments LLC | 12 | 12 | 0.17% | 0.84% | 1.93% | Q4 2020 | Q3 2023 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.99% | 3.19% | 7.44% | Q4 2020 | Q3 2023 | 12 |
Stokes Capital Advisors, LLC | 12 | 12 | 1.35% | 2.20% | 3.16% | Q2 2020 | Q1 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.18% | 0.30% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Legacy Private Trust Co. | 4 | 1 | 0.02% | 0.14% | 0.66% | Q4 2013 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 12.98% | 23.12% | 30.11% | Q4 2020 | Q3 2023 | 12 |
Integrated Investment Consultants, LLC | 12 | 12 | 1.25% | 1.78% | 2.84% | Q4 2020 | Q3 2023 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.17% | 2.97% | 10.43% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.65% | 1.93% | 3.06% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.27% | 1.04% | 2.48% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 11 | 1 | 0.01% | 0.06% | 0.17% | Q4 2019 | Q4 2022 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.07% | 0.14% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 1.24% | 1.67% | 2.21% | Q4 2020 | Q3 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.08% | 0.16% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.10% | 0.16% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Center For Asset Management LLC | 12 | 12 | 0.71% | 2.20% | 4.86% | Q4 2020 | Q3 2023 | 12 |
Veery Capital, LLC | 12 | 12 | 0.76% | 1.33% | 1.56% | Q4 2020 | Q3 2023 | 12 |
TruWealth Advisors, LLC | 12 | 12 | 0.02% | 4.67% | 12.31% | Q4 2020 | Q3 2023 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 0.00% | 0.60% | 1.38% | Q4 2020 | Q3 2023 | 12 |
TRUE Private Wealth Advisors | 9 | 1 | 0.52% | 0.71% | 1.27% | Q2 2018 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.04% | 0.12% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Oakwell Private Wealth Management, LLC | 12 | 12 | 1.82% | 3.21% | 4.46% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
LYELL WEALTH MANAGEMENT, LP | 12 | 12 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q1 2022 | 12 |
Laurel Wealth Advisors LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 12 |
Latitude Advisors, LLC | 12 | 12 | 0.15% | 0.55% | 1.48% | Q4 2020 | Q3 2023 | 12 |
Pacifica Partners Inc. | 12 | 12 | 0.03% | 0.07% | 0.12% | Q4 2019 | Q3 2022 | 12 |
Bath Savings Trust Co | 12 | 12 | 0.03% | 0.28% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Corrigan Financial, Inc. | 12 | 12 | 0.11% | 11.95% | 16.06% | Q4 2020 | Q3 2023 | 12 |
Lionsbridge Wealth Management LLC | 12 | 12 | 1.55% | 2.41% | 3.00% | Q4 2019 | Q3 2022 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.42% | 0.68% | 0.93% | Q4 2020 | Q3 2023 | 12 |
Fort Henry Capital, LLC | 12 | 12 | 17.12% | 18.70% | 20.59% | Q4 2020 | Q3 2023 | 12 |
Laidlaw Wealth Management LLC | 7 | 5 | 0.26% | 0.64% | 1.20% | Q4 2019 | Q2 2023 | 12 |
PRINCIPAL FINANCIAL GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
McCarthy Asset Management, Inc. | 12 | 12 | 0.39% | 0.69% | 1.17% | Q4 2020 | Q3 2023 | 12 |
Gibraltar Capital Management, Inc. | 11 | 11 | 0.12% | 0.17% | 0.24% | Q4 2018 | Q2 2021 | 11 |
TrueWealth Advisors, LLC | 11 | 11 | 0.29% | 0.44% | 0.68% | Q1 2021 | Q3 2023 | 11 |
PARSONS CAPITAL MANAGEMENT INC/RI | 6 | 1 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q2 2022 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.10% | 0.32% | 1.67% | Q1 2021 | Q3 2023 | 11 |
JFS WEALTH ADVISORS, LLC | 9 | 1 | 0.00% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 11 |
Pflug Koory, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Prostatis Group LLC | 11 | 11 | 0.20% | 2.87% | 6.77% | Q4 2020 | Q2 2023 | 11 |
MONUMENTAL FINANCIAL GROUP INC. | 11 | 11 | 0.69% | 7.06% | 10.36% | Q1 2021 | Q3 2023 | 11 |
Your Advocates Ltd., LLP | 8 | 3 | 5.92% | 7.09% | 7.90% | Q4 2019 | Q3 2023 | 11 |
Navalign, LLC | 11 | 11 | 0.71% | 1.33% | 3.41% | Q1 2021 | Q3 2023 | 11 |
MACKENZIE FINANCIAL CORP | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Arden Trust Co | 11 | 11 | 0.06% | 0.17% | 0.44% | Q2 2019 | Q4 2021 | 11 |
MATHER GROUP, LLC. | 7 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Baldwin Investment Management, LLC | 9 | 2 | 0.09% | 0.14% | 0.23% | Q1 2014 | Q4 2016 | 11 |
Spire Wealth Management | 11 | 11 | 0.17% | 0.25% | 0.40% | Q1 2021 | Q3 2023 | 11 |
IBBOTSON ASSOCIATES INC | 11 | 11 | 3.94% | 6.05% | 10.38% | Q2 2013 | Q4 2015 | 11 |
Claraphi Advisory Network, LLC | 9 | 1 | 0.01% | 0.23% | 0.44% | Q3 2019 | Q3 2022 | 11 |
ARGUS INVESTORS' COUNSEL, INC. | 11 | 11 | 0.19% | 0.60% | 0.99% | Q1 2021 | Q3 2023 | 11 |
BlackRock Investment Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 11 |
Retirement Group, LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.05% | 0.96% | 3.93% | Q1 2019 | Q3 2021 | 11 |
AT Bancorp | 11 | 11 | 3.62% | 9.80% | 16.47% | Q3 2016 | Q1 2019 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.19% | 0.31% | 0.41% | Q4 2017 | Q2 2020 | 11 |
Legacy Advisors, LLC | 6 | 1 | 0.01% | 2.57% | 3.72% | Q4 2016 | Q4 2022 | 11 |
OARSMAN CAPITAL, INC. | 9 | 2 | 0.11% | 0.17% | 0.22% | Q2 2016 | Q1 2019 | 11 |
Truvestments Capital LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 11 |
Taylor, Cottrill LLC | 11 | 11 | 0.23% | 0.25% | 0.28% | Q2 2013 | Q4 2015 | 11 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 9 | 2 | 0.85% | 2.31% | 3.79% | Q4 2020 | Q3 2023 | 11 |
Wind River Trust Co | 11 | 11 | 0.14% | 0.18% | 0.30% | Q4 2012 | Q2 2015 | 11 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 10 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Parisi Gray Wealth Management | 6 | 5 | 0.02% | 0.10% | 0.23% | Q4 2017 | Q4 2021 | 11 |
FIRST NATIONAL CORP /MA/ /ADV | 11 | 11 | 0.08% | 0.12% | 0.25% | Q4 2018 | Q2 2021 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 0.34% | 1.32% | 2.49% | Q1 2021 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2019 | 11 |
3D/L Capital Management, LLC | 11 | 11 | 0.10% | 0.27% | 0.40% | Q1 2021 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.01% | 0.89% | 2.28% | Q4 2020 | Q3 2023 | 11 |
Pasadena Private Wealth, LLC | 9 | 2 | 0.22% | 1.25% | 3.16% | Q4 2018 | Q1 2022 | 11 |
Chevy Chase Trust Holdings, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2018 | 11 |
MOLLER WEALTH PARTNERS | 11 | 11 | 0.10% | 1.11% | 2.04% | Q1 2021 | Q3 2023 | 11 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.04% | 0.21% | Q1 2016 | Q4 2020 | 11 |
Haverford Trust Co | 10 | 1 | 0.00% | 0.05% | 0.05% | Q1 2019 | Q3 2023 | 11 |
MINOT CAPITAL, LP | 11 | 11 | 1.09% | 1.60% | 2.27% | Q4 2020 | Q2 2023 | 11 |
Clear Creek Financial Management, LLC | 5 | 3 | 0.04% | 0.26% | 2.10% | Q2 2020 | Q3 2023 | 11 |
Foster Group, Inc. | 11 | 11 | 0.02% | 0.09% | 0.28% | Q1 2021 | Q3 2023 | 11 |
STEPH & CO | 10 | 1 | 0.00% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 1.84% | 2.50% | 4.13% | Q1 2014 | Q1 2017 | 11 |
Occidental Asset Management, LLC | 11 | 11 | 0.06% | 0.83% | 2.24% | Q1 2021 | Q3 2023 | 11 |
FIRST INTERSTATE BANK | 6 | 1 | 0.00% | 0.09% | 0.22% | Q4 2014 | Q3 2023 | 11 |
ARGI Investment Services, LLC | 5 | 1 | 0.01% | 0.05% | 0.28% | Q4 2013 | Q2 2022 | 11 |
RDA Financial Network | 11 | 11 | 0.09% | 0.18% | 0.26% | Q2 2019 | Q4 2021 | 11 |
Northstar Advisory Group, LLC | 8 | 3 | 0.14% | 0.19% | 0.29% | Q4 2020 | Q3 2023 | 11 |
Portfolio Solutions, LLC | 4 | 1 | 0.01% | 0.17% | 0.61% | Q1 2017 | Q3 2022 | 11 |
Strategic Wealth Partners Group, LLC | 9 | 1 | 0.00% | 0.22% | 0.38% | Q2 2016 | Q3 2021 | 11 |
MBA Advisors LLC | 10 | 10 | 0.32% | 0.54% | 0.98% | Q1 2021 | Q2 2023 | 10 |
Madison Asset Management, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Legacy Financial Group LLC | 10 | 10 | 2.14% | 3.21% | 4.15% | Q2 2021 | Q3 2023 | 10 |
Bordeaux Wealth Advisors LLC | 10 | 10 | 0.17% | 0.23% | 0.39% | Q4 2020 | Q1 2023 | 10 |
MEITAV INVESTMENT HOUSE LTD | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
EPG Wealth Management LLC | 7 | 3 | 0.01% | 0.31% | 0.56% | Q4 2019 | Q3 2022 | 10 |
ARS Wealth Advisors, LLC | 10 | 10 | 0.11% | 0.80% | 1.63% | Q1 2016 | Q2 2018 | 10 |
IFG Advisors, LLC | 10 | 10 | 0.32% | 1.41% | 2.34% | Q2 2021 | Q3 2023 | 10 |
Waterfront Wealth Inc. | 10 | 10 | 0.07% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 10 |
United Asset Strategies, Inc. | 9 | 1 | 0.18% | 0.24% | 0.30% | Q4 2013 | Q3 2017 | 10 |
Equinox Fund Management LLC | 10 | 10 | 26.32% | 26.84% | 26.96% | Q2 2013 | Q3 2015 | 10 |
Newbridge Financial Services Group, Inc. | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
MATTERN CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.04% | 0.38% | 0.60% | Q4 2020 | Q1 2023 | 10 |
TPG Financial Advisors, LLC | 10 | 10 | 0.26% | 0.45% | 0.87% | Q4 2018 | Q1 2021 | 10 |
Colonial River Wealth Management, LLC | 8 | 2 | 0.21% | 0.53% | 1.90% | Q1 2021 | Q3 2023 | 10 |
Harfst & Associates, Inc. | 9 | 1 | 0.00% | 0.17% | 0.30% | Q2 2015 | Q1 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.07% | 0.13% | Q1 2021 | Q3 2023 | 10 |
MBL Wealth, LLC | 7 | 1 | 0.17% | 1.11% | 2.44% | Q4 2020 | Q3 2023 | 10 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CERTUITY, LLC | 6 | 4 | 0.05% | 0.24% | 0.63% | Q4 2019 | Q2 2022 | 10 |
Peninsula Wealth, LLC | 8 | 2 | 0.12% | 0.32% | 0.62% | Q2 2020 | Q3 2023 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 10 |
Kingfisher Capital LLC | 10 | 10 | 0.36% | 1.93% | 4.36% | Q4 2019 | Q1 2022 | 10 |
Foster Victor Wealth Advisors, LLC | 10 | 10 | 0.64% | 1.04% | 1.35% | Q2 2020 | Q3 2022 | 10 |
Old Port Advisors | 9 | 1 | 0.09% | 0.52% | 1.09% | Q1 2021 | Q3 2023 | 10 |
LifeSteps Financial, Inc. | 10 | 10 | 0.96% | 1.47% | 2.12% | Q4 2019 | Q1 2022 | 10 |
Moloney Securities Asset Management, LLC | 6 | 4 | 0.05% | 0.15% | 0.25% | Q4 2016 | Q3 2023 | 10 |
Ellsworth Advisors, LLC | 10 | 10 | 0.08% | 0.17% | 0.31% | Q2 2020 | Q3 2022 | 10 |
Sage Financial Management Group, Inc. | 6 | 1 | 2.29% | 6.80% | 11.50% | Q4 2020 | Q3 2023 | 10 |
Summit Financial Strategies, Inc. | 10 | 10 | 0.14% | 0.15% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Provident Wealth Management, LLC | 10 | 10 | 1.06% | 1.62% | 2.68% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Financial Engines Advisors L.L.C. | 9 | 1 | 0.00% | 0.01% | 0.06% | Q1 2021 | Q3 2023 | 10 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
55I, LLC | 10 | 10 | 0.02% | 0.28% | 0.62% | Q4 2019 | Q1 2022 | 10 |
HARVEST CAPITAL MANAGEMENT INC | 10 | 10 | 0.13% | 0.19% | 0.31% | Q1 2017 | Q2 2019 | 10 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q1 2022 | 10 |
Acropolis Investment Management, LLC | 10 | 10 | 0.05% | 0.62% | 1.93% | Q2 2021 | Q3 2023 | 10 |
Baskin Financial Services Inc. | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Capital Advisors Wealth Management, LLC | 10 | 10 | 0.08% | 0.30% | 0.63% | Q1 2021 | Q2 2023 | 10 |
HighMark Wealth Management LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2016 | 10 |
Global Trust Asset Management, LLC | 7 | 3 | 0.00% | 0.17% | 0.30% | Q4 2017 | Q1 2022 | 10 |
Column Capital Advisors, LLC | 6 | 4 | 0.00% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 10 |
Institute for Wealth Management, LLC. | 6 | 1 | 0.02% | 0.73% | 2.32% | Q2 2015 | Q4 2019 | 10 |
Cumberland Partners Ltd | 10 | 10 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
PERRITT CAPITAL MANAGEMENT INC | 8 | 2 | 0.02% | 0.50% | 0.87% | Q1 2015 | Q1 2023 | 10 |
PHH Investments, Ltd. | 10 | 10 | 1.24% | 2.59% | 3.16% | Q3 2017 | Q4 2019 | 10 |
CUE ADVISORY SERVICES, INC. | 10 | 10 | 0.17% | 0.23% | 0.28% | Q4 2014 | Q1 2017 | 10 |
Intersect Capital LLC | 10 | 10 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q4 2021 | 10 |
Texas Capital Bank Wealth Management Services Inc | 10 | 10 | 0.02% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Crewe Advisors LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.02% | 1.73% | 6.08% | Q4 2015 | Q1 2018 | 10 |
Baltimore-Washington Financial Advisors, Inc. | 10 | 10 | 0.08% | 0.12% | 0.17% | Q4 2013 | Q1 2016 | 10 |
Wealth Alliance Advisory Group, LLC | 10 | 10 | 0.13% | 0.17% | 0.24% | Q4 2017 | Q1 2020 | 10 |
Prime Capital Investment Advisors, LLC | 8 | 2 | 0.01% | 0.20% | 0.67% | Q2 2018 | Q3 2023 | 10 |
WOLFF WIESE MAGANA LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
SVB Investment Services Inc. | 10 | 10 | 1.43% | 2.33% | 2.95% | Q4 2019 | Q1 2022 | 10 |
Scott & Selber, Inc. | 9 | 9 | 0.09% | 0.12% | 0.20% | Q3 2020 | Q3 2022 | 9 |
GYL FINANCIAL SYNERGIES, LLC | 9 | 9 | 0.07% | 2.22% | 4.69% | Q3 2021 | Q3 2023 | 9 |
Paradigm Financial Partners, LLC | 9 | 9 | 0.13% | 0.92% | 1.64% | Q2 2020 | Q2 2022 | 9 |
Apollon Wealth Management, LLC | 7 | 1 | 0.02% | 0.08% | 0.15% | Q2 2020 | Q3 2023 | 9 |
Stearns Financial Services Group | 9 | 9 | 0.00% | 0.02% | 0.19% | Q3 2018 | Q3 2020 | 9 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 9 | 9 | 5.69% | 6.77% | 7.25% | Q4 2013 | Q4 2015 | 9 |
Catalyst Capital Advisors LLC | 9 | 9 | 0.01% | 6.28% | 23.49% | Q4 2016 | Q4 2018 | 9 |
DELTA ASSET MANAGEMENT LLC/TN | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 9 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.04% | 0.28% | Q2 2013 | Q1 2020 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.63% | 1.06% | 1.32% | Q3 2021 | Q3 2023 | 9 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 5 | 4 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 9 |
American Money Management, LLC | 9 | 9 | 0.13% | 0.14% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Disciplina Capital Management LLC | 9 | 9 | 1.21% | 2.29% | 4.66% | Q3 2021 | Q3 2023 | 9 |
Diversified Trust Co | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2023 | 9 |
Windsor Financial Group, LLC | 9 | 9 | 1.46% | 1.56% | 1.76% | Q2 2015 | Q2 2017 | 9 |
SMI Advisory Services, LLC | 6 | 1 | 5.67% | 7.65% | 11.99% | Q1 2021 | Q3 2023 | 9 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.02% | 0.33% | 1.48% | Q3 2016 | Q2 2023 | 9 |
Aletheian Wealth Advisors LLC | 9 | 9 | 1.20% | 1.29% | 1.53% | Q4 2021 | Q4 2023 | 9 |
BancFirst Trust & Investment Management | 9 | 9 | 2.24% | 2.69% | 3.16% | Q4 2021 | Q4 2023 | 9 |
B & T Capital Management DBA Alpha Capital Management | 9 | 9 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Spectrum Asset Management, Inc. (NB/CA) | 9 | 9 | 0.10% | 0.84% | 1.22% | Q1 2020 | Q1 2022 | 9 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.07% | 0.20% | Q4 2016 | Q3 2023 | 9 |
Bruderman Asset Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2018 | 9 |
FIDELIS iM, LLC | 9 | 9 | 2.04% | 2.67% | 3.57% | Q3 2021 | Q3 2023 | 9 |
Bromfield Sneider Wealth Advisors | 9 | 9 | 0.37% | 0.46% | 0.59% | Q4 2021 | Q4 2023 | 9 |
Landmark Financial Advisors, LLC | 8 | 1 | 0.09% | 0.12% | 0.14% | Q2 2021 | Q3 2023 | 9 |
CROFT-LEOMINSTER INC | 3 | 1 | 0.05% | 0.08% | 0.11% | Q2 2013 | Q2 2017 | 9 |
Paracle Advisors, LLC | 5 | 1 | 0.06% | 0.18% | 0.32% | Q4 2016 | Q1 2021 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.06% | 0.42% | 0.95% | Q2 2013 | Q2 2015 | 9 |
Jackson, Grant Investment Advisers, Inc. | 5 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Proficio Capital Partners LLC | 9 | 9 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q2 2019 | 9 |
MidWestOne Financial Group, Inc. | 6 | 3 | 0.05% | 0.17% | 0.41% | Q2 2019 | Q1 2023 | 9 |
Chandler Asset Management, Inc. | 4 | 2 | 0.02% | 0.65% | 4.38% | Q4 2017 | Q3 2023 | 9 |
Marquette Asset Management, LLC | 9 | 9 | 0.00% | 1.77% | 6.72% | Q3 2021 | Q3 2023 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.01% | 1.67% | 2.31% | Q4 2020 | Q4 2022 | 9 |
Alta Wealth Advisors LLC | 9 | 9 | 0.14% | 1.25% | 2.74% | Q4 2020 | Q4 2022 | 9 |
Glovista Investments LLC | 5 | 1 | 0.04% | 0.06% | 0.10% | Q4 2013 | Q1 2017 | 9 |
Highwater Wealth Management, LLC | 6 | 3 | 1.50% | 3.32% | 6.66% | Q3 2016 | Q2 2019 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.81% | 3.21% | 6.47% | Q4 2014 | Q4 2016 | 9 |
Shepherd Financial Partners LLC | 6 | 3 | 0.98% | 1.44% | 2.16% | Q2 2021 | Q3 2023 | 9 |
FORVIS Wealth Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 9 |
Parsec Financial Management, Inc. | 9 | 9 | 0.01% | 0.05% | 0.12% | Q1 2020 | Q1 2022 | 9 |
Onyx Bridge Wealth Group LLC | 9 | 9 | 0.10% | 0.21% | 0.46% | Q1 2021 | Q1 2023 | 9 |
Financial Advisors Network, Inc. | 4 | 1 | 1.19% | 1.49% | 1.79% | Q4 2016 | Q3 2023 | 9 |
Wellspring Financial Advisors, LLC | 8 | 1 | 0.12% | 0.41% | 1.16% | Q4 2020 | Q1 2023 | 9 |
Clear Perspective Advisors, LLC | 9 | 9 | 0.16% | 0.25% | 0.35% | Q4 2016 | Q4 2018 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 9 | 9 | 0.30% | 0.53% | 0.70% | Q3 2021 | Q3 2023 | 9 |
Trellis Advisors, LLC | 9 | 9 | 0.12% | 0.30% | 0.43% | Q2 2021 | Q2 2023 | 9 |
SMITH SHELLNUT WILSON LLC /ADV | 9 | 9 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q2 2021 | 9 |
Tower View Wealth Management LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2019 | 9 |
Arkadios Wealth Advisors | 5 | 4 | 0.00% | 0.07% | 0.18% | Q4 2020 | Q3 2023 | 9 |
MainStreet Investment Advisors LLC | 7 | 2 | 0.05% | 0.11% | 0.30% | Q1 2019 | Q2 2021 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.14% | 0.24% | 0.36% | Q4 2019 | Q4 2021 | 9 |
Astoria Strategic Wealth, Inc. | 9 | 9 | 0.12% | 0.16% | 0.22% | Q4 2019 | Q4 2021 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.03% | 0.11% | Q2 2021 | Q3 2023 | 9 |
Narwhal Capital Management | 7 | 1 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q1 2022 | 8 |
Austin Asset Management Co Inc | 8 | 8 | 4.79% | 5.81% | 6.50% | Q4 2021 | Q3 2023 | 8 |
RIDGECREST WEALTH PARTNERS, LLC | 8 | 8 | 0.22% | 3.42% | 8.33% | Q1 2021 | Q4 2022 | 8 |
Berkshire Money Management, Inc. | 4 | 1 | 0.03% | 2.96% | 5.44% | Q4 2014 | Q3 2023 | 8 |
Spotlight Asset Group, Inc. | 6 | 2 | 0.00% | 0.54% | 0.92% | Q2 2020 | Q3 2023 | 8 |
Eudaimonia Partners, LLC | 5 | 3 | 0.05% | 0.22% | 0.30% | Q3 2020 | Q3 2022 | 8 |
HOWARD WEALTH MANAGEMENT, LLC | 7 | 1 | 0.11% | 0.16% | 0.18% | Q4 2019 | Q1 2022 | 8 |
Powers Advisory Group, LLC | 8 | 8 | 0.64% | 0.81% | 1.08% | Q4 2021 | Q3 2023 | 8 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.22% | 0.33% | 0.38% | Q3 2020 | Q2 2023 | 8 |
Aquire Wealth Advisors, LLC | 8 | 8 | 1.23% | 1.56% | 1.80% | Q4 2021 | Q3 2023 | 8 |
NICOLET BANKSHARES INC | 7 | 1 | 0.11% | 0.14% | 0.20% | Q4 2017 | Q4 2022 | 8 |
KEB ASSET MANAGEMENT, LLC | 8 | 8 | 0.14% | 0.20% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Community Financial Services Group, LLC | 8 | 8 | 0.10% | 0.17% | 0.22% | Q3 2017 | Q2 2019 | 8 |
BFSG, LLC | 8 | 8 | 0.04% | 1.10% | 1.74% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.11% | 0.16% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 0.26% | 0.39% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Austin Private Wealth, LLC | 8 | 8 | 0.11% | 2.50% | 5.02% | Q4 2019 | Q3 2021 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.08% | 1.34% | 4.59% | Q4 2021 | Q3 2023 | 8 |
High Note Wealth, LLC | 8 | 8 | 0.11% | 0.52% | 0.83% | Q4 2020 | Q3 2022 | 8 |
EAGLE GLOBAL ADVISORS LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.26% | 0.32% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Avantax Planning Partners, Inc. | 6 | 1 | 0.00% | 1.91% | 4.06% | Q1 2018 | Q2 2023 | 8 |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.06% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Premise Capital, LLC | 8 | 8 | 0.01% | 2.83% | 15.45% | Q4 2015 | Q3 2017 | 8 |
Cedar Mountain Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
Bouchey Financial Group Ltd | 7 | 1 | 0.03% | 3.57% | 5.10% | Q2 2020 | Q1 2023 | 8 |
Astor Investment Management LLC | 8 | 8 | 0.00% | 2.54% | 4.38% | Q2 2020 | Q1 2022 | 8 |
BRINKER CAPITAL INC | 8 | 8 | 0.04% | 0.25% | 0.42% | Q2 2016 | Q1 2018 | 8 |
DBK Financial Counsel, LLC | 8 | 8 | 7.70% | 10.02% | 11.74% | Q4 2021 | Q3 2023 | 8 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 8 | 8 | 3.44% | 10.48% | 15.49% | Q4 2016 | Q3 2018 | 8 |
CANANDAIGUA NATIONAL CORP | 8 | 8 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q1 2022 | 8 |
Quad-Cities Investment Group, LLC | 6 | 2 | 0.01% | 0.05% | 0.18% | Q2 2018 | Q3 2021 | 8 |
American Trust | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.11% | 0.15% | 0.21% | Q2 2013 | Q1 2015 | 8 |
Thomas J. Herzfeld Advisors, Inc. | 6 | 2 | 0.00% | 0.16% | 0.25% | Q2 2014 | Q2 2018 | 8 |
AGILIS PARTNERS LLC | 6 | 1 | 0.21% | 4.83% | 14.12% | Q3 2016 | Q4 2021 | 8 |
TOEWS CORP /ADV | 1 | 1 | 0.15% | 38.55% | 78.94% | Q4 2014 | Q3 2021 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2017 | 8 |
BAINCO INTERNATIONAL INVESTORS | 8 | 8 | 0.00% | 0.05% | 0.11% | Q1 2019 | Q4 2020 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.41% | 0.80% | 1.07% | Q4 2021 | Q3 2023 | 8 |
Kerntke Otto McGlone Wealth Management Group | 8 | 8 | 1.29% | 3.66% | 14.58% | Q2 2020 | Q1 2022 | 8 |
CAPITAL PERFORMANCE ADVISORS LLP | 8 | 8 | 0.66% | 0.71% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Hall Kathryn A. | 8 | 8 | 0.18% | 1.80% | 3.13% | Q4 2021 | Q3 2023 | 8 |
ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 8 | 8 | 1.01% | 1.38% | 1.72% | Q4 2021 | Q3 2023 | 8 |
Rather & Kittrell, Inc. | 8 | 8 | 0.12% | 0.32% | 0.55% | Q4 2021 | Q3 2023 | 8 |
ALBION FINANCIAL GROUP /UT | 7 | 1 | 0.00% | 0.37% | 0.91% | Q2 2013 | Q2 2023 | 8 |
BRIGGS ADVISORY GROUP, INC. | 8 | 8 | 0.17% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Beacon Harbor Wealth Advisors, Inc. | 3 | 2 | 0.15% | 4.29% | 11.98% | Q2 2020 | Q1 2023 | 8 |
ATWOOD & PALMER INC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2016 | 8 |
Index Fund Advisors, Inc. | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.13% | 0.16% | 0.21% | Q4 2020 | Q3 2022 | 8 |
BRYN MAWR TRUST Co | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2013 | Q2 2016 | 8 |
OLIO Financial Planning | 8 | 8 | 3.89% | 4.66% | 5.16% | Q4 2021 | Q3 2023 | 8 |
Laird Norton Wetherby Wealth Management, LLC | 7 | 1 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q2 2023 | 8 |
BARINGS LLC | 8 | 8 | 0.11% | 0.15% | 0.18% | Q4 2018 | Q3 2020 | 8 |
OLD SECOND NATIONAL BANK OF AURORA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
Vista Private Wealth Partners. LLC | 7 | 1 | 0.40% | 0.62% | 1.13% | Q4 2020 | Q4 2022 | 8 |
Silver Oak Advisory Group, Inc. | 8 | 8 | 8.33% | 8.72% | 8.99% | Q4 2021 | Q3 2023 | 8 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
EASTERLY INVESTMENT PARTNERS LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
DAGCO, INC. | 8 | 8 | 3.02% | 3.57% | 4.43% | Q3 2020 | Q2 2022 | 8 |
Leeward Financial Partners, LLC | 8 | 8 | 1.16% | 1.90% | 2.54% | Q4 2021 | Q3 2023 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 7.88% | 8.40% | 9.08% | Q4 2021 | Q3 2023 | 8 |
Wealthfront Advisers LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Summit Financial, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q1 2023 | 8 |
Investors Capital Advisory Services | 6 | 2 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q2 2016 | 8 |
Level Financial Advisors | 8 | 8 | 6.52% | 8.67% | 11.34% | Q4 2021 | Q3 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 1.25% | 1.86% | 2.10% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.45% | 0.54% | 0.62% | Q4 2021 | Q3 2023 | 8 |
SIMON QUICK ADVISORS, LLC | 7 | 1 | 0.01% | 0.08% | 0.40% | Q3 2017 | Q2 2020 | 8 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.94% | 2.44% | Q3 2020 | Q4 2022 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 0.21% | 0.32% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Petix & Botte Co | 3 | 1 | 0.08% | 0.20% | 0.32% | Q4 2019 | Q3 2023 | 8 |
Ballentine Partners, LLC | 4 | 1 | 0.00% | 0.06% | 0.07% | Q1 2016 | Q4 2019 | 8 |
FC Advisory LLC | 8 | 8 | 0.17% | 0.98% | 1.28% | Q1 2022 | Q4 2023 | 8 |
Hemington Wealth Management | 8 | 8 | 0.10% | 0.22% | 0.29% | Q4 2020 | Q3 2022 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.16% | 0.27% | 0.42% | Q4 2021 | Q3 2023 | 8 |
RS CRUM INC. | 8 | 8 | 8.05% | 14.30% | 17.83% | Q4 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.26% | 0.39% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Vivaldi Capital Management LP | 4 | 1 | 0.00% | 0.13% | 0.38% | Q2 2017 | Q1 2021 | 8 |
Bangor Savings Bank | 6 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 8 |
Darrow Company, Inc. | 8 | 8 | 8.42% | 8.93% | 9.56% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 1.22% | 1.44% | 1.90% | Q4 2021 | Q3 2023 | 8 |
Epic Trust Investment Advisors, LLC | 8 | 8 | 0.34% | 0.50% | 0.71% | Q4 2021 | Q3 2023 | 8 |
Sandy Cove Advisors, LLC | 8 | 8 | 3.70% | 7.12% | 10.79% | Q4 2021 | Q3 2023 | 8 |
AHL INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.70% | 1.30% | 1.89% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Summit Wealth Group, LLC | 5 | 1 | 0.51% | 4.42% | 7.54% | Q4 2019 | Q2 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.13% | 0.25% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Echo45 Advisors LLC | 8 | 8 | 6.28% | 7.07% | 8.01% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.36% | 0.67% | 1.12% | Q4 2021 | Q3 2023 | 8 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.12% | 0.30% | Q2 2016 | Q1 2018 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 1.12% | 1.41% | 1.82% | Q2 2013 | Q1 2015 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 0.20% | 1.11% | 4.27% | Q4 2021 | Q3 2023 | 8 |
Concord Wealth Partners | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
GREENUP STREET WEALTH MANAGEMENT LLC | 8 | 8 | 1.24% | 2.37% | 3.88% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Archvest Wealth Advisors, Inc. | 8 | 8 | 3.98% | 4.45% | 4.86% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.12% | 0.16% | 0.24% | Q4 2021 | Q3 2023 | 8 |
DB Fitzpatrick & Co, Inc | 8 | 8 | 0.32% | 0.48% | 0.56% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 1.10% | 1.29% | 1.47% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.13% | 1.45% | 2.13% | Q4 2021 | Q3 2023 | 8 |
KCS Wealth Advisory | 7 | 1 | 0.00% | 0.25% | 0.39% | Q3 2019 | Q3 2022 | 8 |
Axiom Advisory, LLC | 8 | 8 | 1.35% | 1.94% | 2.66% | Q4 2021 | Q3 2023 | 8 |
TI-TRUST, INC | 8 | 8 | 3.15% | 3.30% | 3.62% | Q4 2021 | Q3 2023 | 8 |
Hayden Royal, LLC | 6 | 2 | 0.16% | 0.42% | 0.62% | Q2 2019 | Q2 2021 | 8 |
Red Tortoise LLC | 4 | 4 | 0.13% | 0.56% | 1.72% | Q3 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.32% | 1.39% | Q4 2021 | Q3 2023 | 8 |
Brewster Financial Planning LLC | 8 | 8 | 11.12% | 12.24% | 13.64% | Q4 2021 | Q3 2023 | 8 |
Allegis Investment Advisors, LLC | 8 | 8 | 0.09% | 0.71% | 1.53% | Q4 2015 | Q3 2017 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.16% | 0.27% | 0.50% | Q4 2021 | Q3 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q4 2021 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.02% | 0.24% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Minot Wealth Management LLC | 8 | 8 | 0.09% | 0.27% | 0.90% | Q3 2020 | Q2 2022 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 3.78% | 4.38% | 5.09% | Q4 2021 | Q3 2023 | 8 |
WP Advisors, LLC | 5 | 1 | 0.09% | 0.46% | 1.06% | Q4 2016 | Q1 2019 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.05% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Farmers & Merchants Trust Co of Long Beach | 5 | 3 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.46% | 3.00% | 5.91% | Q4 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.28% | 0.52% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Modera Wealth Management, LLC | 8 | 8 | 0.27% | 0.60% | 0.91% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.11% | 2.33% | 6.00% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
High Net Worth Advisory Group LLC | 5 | 3 | 0.01% | 0.06% | 0.14% | Q4 2021 | Q4 2023 | 8 |
Truadvice, LLC | 4 | 4 | 0.10% | 0.21% | 0.43% | Q3 2020 | Q3 2023 | 8 |
Leo H. Evart, Inc. | 8 | 8 | 3.60% | 7.31% | 13.49% | Q4 2021 | Q3 2023 | 8 |
WASHINGTON CAPITAL MANAGEMENT, INC | 7 | 7 | 0.26% | 3.73% | 6.12% | Q1 2022 | Q3 2023 | 7 |
Kovitz Investment Group Partners, LLC | 3 | 1 | 0.01% | 0.14% | 0.50% | Q2 2020 | Q3 2023 | 7 |
NVWM, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
Clark Capital Management Group, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.26% | 0.52% | 0.76% | Q2 2020 | Q4 2021 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.25% | 0.38% | 0.94% | Q4 2019 | Q2 2021 | 7 |
Ignite Planners, LLC | 7 | 7 | 0.16% | 0.25% | 0.35% | Q4 2021 | Q2 2023 | 7 |
Benedetti & Gucer, Inc. | 7 | 7 | 0.23% | 0.79% | 2.07% | Q4 2021 | Q2 2023 | 7 |
Applied Capital LLC | 7 | 7 | 1.42% | 2.71% | 4.96% | Q1 2021 | Q3 2022 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 2.66% | 3.01% | 3.34% | Q1 2022 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.11% | 0.74% | 1.35% | Q4 2021 | Q3 2023 | 7 |
Accurate Wealth Management, LLC | 7 | 7 | 0.07% | 0.19% | 0.46% | Q1 2022 | Q3 2023 | 7 |
US FINANCIAL ADVISORS, LLC | 5 | 2 | 0.04% | 1.04% | 1.97% | Q2 2015 | Q1 2021 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.03% | 0.10% | Q1 2015 | Q3 2016 | 7 |
Private Portfolio Partners LLC | 7 | 7 | 0.11% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.24% | 0.68% | Q4 2017 | Q2 2019 | 7 |
Affinity Capital Advisors, LLC | 7 | 7 | 0.96% | 2.49% | 3.95% | Q1 2022 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 5 | 1 | 0.00% | 0.11% | 0.19% | Q4 2019 | Q1 2022 | 7 |
CFO4Life Group, LLC | 5 | 2 | 0.05% | 0.20% | 0.54% | Q2 2018 | Q2 2021 | 7 |
Blankinship & Foster, LLC | 4 | 1 | 0.11% | 0.14% | 0.17% | Q2 2017 | Q1 2022 | 7 |
Adaptive Financial Consulting, LLC | 5 | 2 | 0.16% | 0.39% | 0.59% | Q4 2019 | Q3 2023 | 7 |
LOCKERMAN FINANCIAL GROUP, INC. | 5 | 2 | 0.61% | 1.65% | 2.74% | Q4 2021 | Q3 2023 | 7 |
BADGLEY PHELPS & BELL INC | 7 | 7 | 0.26% | 0.35% | 0.40% | Q4 2014 | Q2 2016 | 7 |
Aprio Wealth Management, LLC | 7 | 7 | 0.09% | 3.70% | 7.83% | Q1 2022 | Q3 2023 | 7 |
Milliman Financial Risk Management LLC | 7 | 7 | 1.38% | 1.90% | 2.24% | Q4 2015 | Q2 2017 | 7 |
NCM Capital Management, LLC | 7 | 7 | 0.17% | 0.23% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
BLODGETT WEALTH ADVISORS, LLC | 7 | 7 | 0.74% | 0.83% | 0.92% | Q4 2021 | Q2 2023 | 7 |
Houlihan Financial Resource Group, Ltd. | 3 | 1 | 4.33% | 5.02% | 6.68% | Q4 2019 | Q3 2023 | 7 |
Hoover Financial Advisors, Inc. | 7 | 7 | 0.02% | 0.07% | 0.17% | Q4 2019 | Q2 2021 | 7 |
Covestor Ltd | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Mechanics Bank Trust Department | 7 | 7 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q1 2018 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 7 |
Refined Wealth Management | 7 | 7 | 6.76% | 8.16% | 10.00% | Q2 2021 | Q4 2022 | 7 |
Legacy Wealth Partners, Inc. | 7 | 7 | 0.27% | 0.48% | 0.64% | Q4 2019 | Q2 2021 | 7 |
Dominick & Dominick LLC | 7 | 7 | 0.65% | 0.78% | 0.98% | Q2 2013 | Q4 2014 | 7 |
Karp Capital Management Corp | 4 | 1 | 0.00% | 0.05% | 0.25% | Q4 2014 | Q2 2020 | 7 |
Lion Street Advisors, LLC | 5 | 1 | 0.08% | 1.30% | 2.42% | Q4 2019 | Q3 2023 | 7 |
SteelPeak Wealth, LLC | 7 | 7 | 0.02% | 0.08% | 0.14% | Q2 2020 | Q4 2021 | 7 |
Intergy Private Wealth, LLC | 7 | 7 | 0.24% | 0.32% | 0.36% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.17% | 0.20% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.10% | 0.18% | 0.30% | Q2 2013 | Q4 2014 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Zions Trust, National Association | 7 | 7 | 32.88% | 34.17% | 34.97% | Q2 2013 | Q4 2014 | 7 |
Watchman Group, Inc. | 7 | 7 | 0.30% | 9.04% | 14.09% | Q1 2022 | Q3 2023 | 7 |
Braun-Bostich & Associates Inc. | 4 | 3 | 1.50% | 2.63% | 4.41% | Q4 2020 | Q3 2022 | 7 |
Monument Capital Management | 7 | 7 | 0.26% | 0.53% | 0.92% | Q2 2018 | Q4 2019 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Sage Investment Advisers LLC | 4 | 3 | 0.59% | 3.22% | 4.33% | Q4 2021 | Q3 2023 | 7 |
SOFI WEALTH, LLC | 7 | 7 | 4.27% | 4.69% | 5.18% | Q1 2022 | Q3 2023 | 7 |
Secure Asset Management, LLC | 7 | 7 | 0.12% | 0.59% | 1.03% | Q4 2019 | Q2 2021 | 7 |
Chico Wealth RIA | 7 | 7 | 0.91% | 1.23% | 1.43% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 1.12% | 2.01% | 2.71% | Q1 2022 | Q3 2023 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q4 2022 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.16% | 0.32% | 0.49% | Q1 2022 | Q3 2023 | 7 |
Stephens Consulting, LLC | 6 | 1 | 0.02% | 1.11% | 2.63% | Q4 2021 | Q3 2023 | 7 |
Northwest Capital Management Inc | 5 | 2 | 0.04% | 0.13% | 0.28% | Q1 2021 | Q3 2023 | 7 |
Rockwood Wealth Management, LLC | 7 | 7 | 0.53% | 1.46% | 2.25% | Q1 2022 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.02% | 0.05% | 0.22% | Q4 2020 | Q4 2022 | 7 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 3 | 1 | 0.03% | 0.24% | 0.44% | Q4 2020 | Q4 2022 | 7 |
GIRARD SECURITIES, INC. | 7 | 7 | 0.22% | 0.74% | 2.24% | Q1 2016 | Q3 2017 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
TCF National Bank | 7 | 7 | 0.06% | 0.07% | 0.09% | Q3 2019 | Q1 2021 | 7 |
Pinnacle Summer Investments, Inc. | 7 | 7 | 0.32% | 1.08% | 1.86% | Q2 2014 | Q4 2015 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.18% | 0.21% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Polaris Wealth Advisory Group, LLC | 4 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2018 | 7 |
ORSER CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.20% | 0.89% | 2.30% | Q4 2017 | Q1 2022 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.18% | 0.22% | 0.28% | Q1 2022 | Q3 2023 | 7 |
BALDWIN BROTHERS LLC/MA | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2023 | 7 |
UNITED BANK, INC. | 7 | 7 | 0.40% | 0.43% | 0.45% | Q1 2016 | Q3 2017 | 7 |
Titan Capital Management, LLC /TX | 5 | 2 | 0.26% | 3.67% | 6.80% | Q4 2018 | Q4 2021 | 7 |
Gary Goldberg Planning Services Inc | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
VERITY Wealth Advisors | 7 | 7 | 0.61% | 0.64% | 0.71% | Q2 2022 | Q4 2023 | 7 |
USAdvisors Wealth Management, LLC | 5 | 2 | 0.17% | 0.68% | 1.65% | Q4 2018 | Q3 2022 | 7 |
Cornell Pochily Investment Advisors, Inc. | 7 | 7 | 0.24% | 0.56% | 0.86% | Q3 2020 | Q1 2022 | 7 |
MATRIX ASSET ADVISORS INC/NY | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q1 2021 | 7 |
Maryland Capital Management | 7 | 7 | 0.04% | 0.07% | 0.08% | Q2 2020 | Q4 2021 | 7 |
ELM ADVISORS, LLC | 6 | 1 | 0.08% | 0.25% | 0.61% | Q3 2018 | Q1 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 7 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 7 | 7 | 0.02% | 0.03% | 0.08% | Q4 2017 | Q2 2019 | 7 |
CORDA Investment Management, LLC. | 3 | 1 | 0.09% | 0.11% | 0.15% | Q2 2019 | Q3 2022 | 7 |
Marks Wealth, LLC | 7 | 7 | 0.43% | 2.58% | 6.76% | Q4 2020 | Q2 2022 | 7 |
Journey Advisory Group, LLC | 7 | 7 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q4 2022 | 7 |
REIK & CO., LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Ascent Wealth Partners, LLC | 6 | 6 | 0.15% | 0.30% | 0.38% | Q2 2022 | Q3 2023 | 6 |
NewSquare Capital LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 6 |
Allianz Asset Management GmbH | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 6 |
Virtu Financial LLC | 5 | 1 | 0.02% | 0.07% | 0.13% | Q4 2017 | Q3 2019 | 6 |
TD Ameritrade Trust Co | 6 | 6 | 2.90% | 3.85% | 5.96% | Q4 2017 | Q1 2019 | 6 |
Merriman Wealth Management, LLC | 6 | 6 | 0.04% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Rotella Capital Management, Inc. | 6 | 6 | 0.84% | 3.03% | 5.21% | Q3 2013 | Q4 2014 | 6 |
Advocacy Wealth Management Services, LLC | 3 | 1 | 0.09% | 0.59% | 1.55% | Q2 2013 | Q2 2017 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.31% | 1.81% | 2.57% | Q2 2013 | Q3 2014 | 6 |
FIC CAPITAL INC | 6 | 6 | 0.20% | 1.71% | 2.57% | Q2 2016 | Q3 2017 | 6 |
Balentine LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 6 |
Summit Asset Management, LLC | 6 | 6 | 0.15% | 0.17% | 0.19% | Q2 2013 | Q3 2014 | 6 |
LBA Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
DRW Securities, LLC | 3 | 1 | 0.08% | 0.38% | 0.83% | Q2 2013 | Q4 2017 | 6 |
Argentus Capital Management, LLC | 5 | 1 | 0.01% | 0.07% | 0.20% | Q4 2014 | Q3 2016 | 6 |
Palo Capital, Inc. | 4 | 2 | 0.23% | 0.59% | 1.15% | Q1 2017 | Q4 2018 | 6 |
Tradewinds Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 6 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 1 | 0.09% | 3.30% | 12.56% | Q3 2020 | Q4 2023 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Verition Fund Management LLC | 2 | 1 | 0.06% | 0.30% | 0.53% | Q2 2019 | Q4 2021 | 6 |
CEDAR HILL ASSOCIATES, LLC | 6 | 6 | 0.70% | 1.99% | 3.78% | Q3 2017 | Q4 2018 | 6 |
STATE STREET CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2022 | 6 |
Capital Investment Counsel, Inc | 6 | 6 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q3 2014 | 6 |
MORRIS FINANCIAL CONCEPTS, INC. | 6 | 6 | 0.22% | 0.53% | 1.62% | Q2 2022 | Q3 2023 | 6 |
Dorsey & Whitney Trust CO LLC | 3 | 3 | 0.08% | 0.16% | 0.25% | Q2 2013 | Q3 2023 | 6 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 2 | 0.04% | 0.14% | 0.27% | Q3 2019 | Q1 2022 | 6 |
MONARCH CAPITAL MANAGEMENT INC/ | 6 | 6 | 0.10% | 0.18% | 0.38% | Q1 2021 | Q2 2022 | 6 |
CHOREO, LLC | 5 | 1 | 0.03% | 0.06% | 0.08% | Q1 2016 | Q3 2023 | 6 |
WOODSTOCK CORP | 6 | 6 | 0.23% | 0.59% | 1.01% | Q3 2014 | Q4 2015 | 6 |
Dorsey Wright & Associates | 6 | 6 | 4.40% | 5.17% | 5.75% | Q2 2013 | Q3 2014 | 6 |
Financial Sense Advisors, Inc. | 5 | 1 | 0.14% | 0.93% | 1.44% | Q3 2019 | Q1 2022 | 6 |
FOUNDERS BANK & TRUST | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q4 2014 | 6 |
Good Life Advisors, LLC | 5 | 1 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q1 2022 | 6 |
BROWN ADVISORY INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
LeJeune Puetz Investment Counsel LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q4 2022 | 6 |
Founders Capital Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2018 | 6 |
Capital Bank & Trust Co | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.50% | 0.53% | 0.58% | Q2 2013 | Q3 2014 | 6 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q1 2020 | 6 |
TAURUS ASSET MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q4 2017 | 6 |
Requisite Capital Management, LLC | 6 | 6 | 0.76% | 0.97% | 1.13% | Q1 2021 | Q2 2022 | 6 |
Newport Wealth Strategies, Inc. | 6 | 6 | 0.28% | 0.39% | 0.52% | Q2 2020 | Q3 2021 | 6 |
Elmwood Wealth Management, Inc. | 6 | 6 | 0.51% | 0.70% | 1.01% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
FIRST MERCANTILE TRUST CO | 6 | 6 | 0.52% | 2.68% | 5.59% | Q2 2019 | Q3 2020 | 6 |
Exeter Financial, LLC | 6 | 6 | 4.58% | 4.78% | 5.30% | Q2 2022 | Q3 2023 | 6 |
Independent Family Office, LLC | 6 | 6 | 0.36% | 0.43% | 0.50% | Q2 2022 | Q3 2023 | 6 |
RONALD BLUE & CO LLC | 6 | 6 | 0.12% | 0.13% | 0.14% | Q1 2016 | Q2 2017 | 6 |
Black Diamond Financial, LLC | 6 | 6 | 0.07% | 0.68% | 1.08% | Q4 2020 | Q1 2022 | 6 |
Global Strategic Investment Solutions, LLC | 6 | 6 | 1.04% | 2.67% | 3.62% | Q1 2021 | Q2 2022 | 6 |
Hardy Reed LLC | 6 | 6 | 0.28% | 0.31% | 0.34% | Q2 2022 | Q3 2023 | 6 |
Apexium Financial, LP | 6 | 6 | 0.19% | 0.22% | 0.26% | Q2 2022 | Q3 2023 | 6 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 6 | 6 | 0.22% | 0.51% | 1.45% | Q2 2022 | Q3 2023 | 6 |
BROOKS, MOORE & ASSOCIATES, INC. | 6 | 6 | 0.17% | 0.18% | 0.20% | Q2 2020 | Q3 2021 | 6 |
Jackson Hole Capital Partners, LLC | 5 | 1 | 0.04% | 0.11% | 0.20% | Q1 2022 | Q3 2023 | 6 |
WEST BANCORPORATION INC | 4 | 2 | 0.05% | 0.09% | 0.14% | Q4 2019 | Q1 2022 | 6 |
Cedar Brook Financial Partners, LLC | 6 | 6 | 0.05% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Signify Wealth | 6 | 6 | 3.13% | 8.18% | 12.60% | Q2 2022 | Q3 2023 | 6 |
Golden State Wealth Management, LLC | 3 | 3 | 0.01% | 0.07% | 0.17% | Q1 2019 | Q3 2020 | 6 |
Enterprise Trust & Investment Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
WASHBURN CAPITAL MANAGEMENT, INC. | 6 | 6 | 0.38% | 0.67% | 0.97% | Q4 2019 | Q1 2021 | 6 |
Blueprint Investment Partners LLC | 6 | 6 | 0.60% | 0.72% | 0.81% | Q4 2021 | Q1 2023 | 6 |
LWS Wealth Advisors, Inc. | 4 | 2 | 0.24% | 4.98% | 9.70% | Q2 2020 | Q2 2022 | 6 |
TOBIAS FINANCIAL ADVISORS, INC. | 6 | 6 | 0.23% | 8.59% | 12.91% | Q2 2022 | Q3 2023 | 6 |
Integer Wealth Advisors Group LLC | 6 | 6 | 0.22% | 0.29% | 0.39% | Q4 2019 | Q1 2021 | 6 |
Fusion Capital, LLC | 6 | 6 | 0.19% | 0.30% | 0.46% | Q3 2020 | Q4 2021 | 6 |
NWK Group, Inc. | 6 | 6 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q4 2021 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.31% | 0.34% | 0.39% | Q2 2013 | Q3 2014 | 6 |
Center for Financial Planning, Inc. | 4 | 1 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 6 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.06% | 0.37% | Q4 2019 | Q3 2023 | 6 |
Tempus Wealth Planning, LLC | 4 | 2 | 0.13% | 0.16% | 0.21% | Q2 2021 | Q4 2022 | 6 |
Advisor Resource Council | 6 | 6 | 0.05% | 0.09% | 0.16% | Q2 2021 | Q3 2022 | 6 |
WFA of San Diego, LLC | 2 | 1 | 0.08% | 0.13% | 0.16% | Q3 2021 | Q3 2023 | 6 |
KWB Wealth | 6 | 6 | 0.28% | 0.68% | 1.17% | Q4 2020 | Q1 2022 | 6 |
SWMG, LLC | 6 | 6 | 0.11% | 0.26% | 0.44% | Q4 2020 | Q1 2022 | 6 |
Financial Network Wealth Management LLC | 5 | 1 | 0.11% | 0.17% | 0.26% | Q1 2021 | Q3 2022 | 6 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 2 | 1 | 0.10% | 0.15% | 0.26% | Q4 2020 | Q3 2023 | 6 |
TCG Advisory Services, LLC | 4 | 1 | 0.04% | 0.10% | 0.19% | Q2 2021 | Q1 2023 | 6 |
Prosperity Planning, Inc. | 6 | 6 | 1.18% | 1.85% | 2.16% | Q2 2022 | Q3 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.10% | 0.10% | 0.11% | Q4 2020 | Q1 2022 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Safeguard Investment Advisory Group, LLC | 4 | 2 | 0.13% | 0.24% | 0.44% | Q4 2020 | Q2 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.35% | 0.53% | 0.72% | Q2 2022 | Q3 2023 | 6 |
Wescott Financial Advisory Group, LLC | 6 | 6 | 0.80% | 1.20% | 1.74% | Q2 2022 | Q3 2023 | 6 |
Blue Barn Wealth, LLC | 6 | 6 | 0.23% | 0.32% | 0.43% | Q2 2021 | Q3 2022 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.12% | 0.32% | 0.45% | Q4 2021 | Q3 2023 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.36% | 0.50% | 0.62% | Q4 2021 | Q1 2023 | 6 |
Shore Point Advisors, LLC | 6 | 6 | 0.24% | 0.28% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Perfromance Wealth Partners, LLC | 6 | 6 | 0.03% | 0.08% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Lauterbach Financial Advisors, LLC | 6 | 6 | 0.18% | 0.22% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Frontier Asset Management, LLC | 6 | 6 | 0.68% | 0.82% | 1.05% | Q2 2022 | Q3 2023 | 6 |
Forum Private Client Group LLC | 6 | 6 | 1.71% | 1.84% | 1.98% | Q1 2022 | Q2 2023 | 6 |
VANCE WEALTH, INC. | 4 | 2 | 0.11% | 0.35% | 0.60% | Q4 2021 | Q3 2023 | 6 |
O'ROURKE & COMPANY, Inc | 4 | 2 | 0.19% | 0.29% | 0.35% | Q4 2021 | Q2 2023 | 6 |
BetterWealth, LLC | 6 | 6 | 4.98% | 5.65% | 6.44% | Q2 2022 | Q3 2023 | 6 |
Montz Harcus Wealth Management LLC | 6 | 6 | 0.20% | 0.22% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.69% | 3.21% | 4.37% | Q1 2022 | Q2 2023 | 6 |
WARNER FINANCIAL, INC | 5 | 1 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 6 |
Redwood Financial Network Corp | 6 | 6 | 0.26% | 0.33% | 0.41% | Q1 2022 | Q2 2023 | 6 |
RETIREMENT GUYS FORMULA LLC | 5 | 1 | 0.14% | 0.31% | 0.48% | Q1 2022 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.05% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Rappaport Reiches Capital Management, LLC | 6 | 6 | 0.57% | 1.08% | 2.10% | Q2 2022 | Q3 2023 | 6 |
1ST SOURCE BANK | 6 | 6 | 0.04% | 0.08% | 0.09% | Q3 2014 | Q4 2015 | 6 |
UBS AG | 6 | 6 | 0.10% | 0.14% | 0.18% | Q2 2013 | Q3 2014 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 2 | 0.18% | 0.59% | 1.01% | Q2 2020 | Q4 2021 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.51% | 0.55% | 0.61% | Q2 2013 | Q3 2014 | 6 |
WASHINGTON TRUST Co | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 6 |
BTR CAPITAL MANAGEMENT INC | 6 | 6 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q3 2022 | 6 |
AXA S.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.16% | 0.21% | 0.28% | Q2 2013 | Q3 2014 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.01% | 0.03% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Calamos Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 5 |
Baystate Wealth Management LLC | 5 | 5 | 0.01% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
SHELTON CAPITAL MANAGEMENT | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q2 2016 | 5 |
MGO Private Wealth, LLC | 5 | 5 | 0.63% | 3.05% | 8.65% | Q3 2022 | Q3 2023 | 5 |
Fermata Advisors, LLC | 5 | 5 | 0.08% | 0.31% | 0.57% | Q1 2021 | Q1 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Schiavi & Co LLC | 5 | 5 | 0.30% | 0.38% | 0.52% | Q3 2022 | Q3 2023 | 5 |
Canvas Wealth Advisors, LLC | 5 | 5 | 0.39% | 0.47% | 0.55% | Q3 2022 | Q3 2023 | 5 |
BlackRock Institutional Trust Company, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.06% | 0.79% | 1.15% | Q4 2021 | Q4 2022 | 5 |
Wolf Group Capital Advisors | 5 | 5 | 0.18% | 0.26% | 0.29% | Q4 2013 | Q4 2014 | 5 |
One Wealth Advisors, LLC | 4 | 1 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q1 2019 | 5 |
Newman & Schimel, LLC | 5 | 5 | 0.12% | 8.63% | 14.51% | Q4 2021 | Q4 2022 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 2.34% | 3.90% | 4.78% | Q4 2013 | Q4 2014 | 5 |
Firestone Capital Management | 4 | 1 | 0.12% | 0.43% | 0.72% | Q2 2020 | Q3 2021 | 5 |
Stonebridge Financial Planning Group, LLC | 5 | 5 | 0.05% | 0.10% | 0.15% | Q2 2020 | Q2 2021 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.08% | 0.11% | 0.14% | Q1 2015 | Q1 2016 | 5 |
RGT Wealth Advisors, LLC | 4 | 1 | 0.08% | 0.11% | 0.17% | Q4 2016 | Q3 2022 | 5 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3 | 2 | 0.02% | 0.18% | 0.32% | Q1 2020 | Q4 2021 | 5 |
BREMER TRUST NATIONAL ASSOCIATION | 5 | 5 | 0.03% | 0.07% | 0.09% | Q4 2017 | Q4 2018 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Matrix Trust Co | 5 | 5 | 3.06% | 3.69% | 4.24% | Q2 2019 | Q2 2020 | 5 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 3 | 2 | 0.09% | 0.71% | 1.68% | Q4 2020 | Q1 2022 | 5 |
Fluent Financial, LLC | 5 | 5 | 0.31% | 1.63% | 2.15% | Q4 2020 | Q4 2021 | 5 |
Scott Capital Advisors, LLC | 5 | 5 | 0.20% | 0.25% | 0.30% | Q2 2022 | Q2 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.03% | 0.08% | 0.13% | Q4 2016 | Q4 2017 | 5 |
Neumann Capital Management, LLC | 5 | 5 | 0.39% | 0.70% | 1.36% | Q3 2022 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Sensible Financial Planning & Management, LLC. | 3 | 2 | 0.01% | 0.32% | 0.61% | Q3 2014 | Q3 2016 | 5 |
Starfire Investment Advisers, Inc. | 4 | 1 | 0.16% | 0.66% | 2.60% | Q2 2015 | Q4 2017 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 2 | 0.04% | 0.08% | 0.21% | Q2 2022 | Q3 2023 | 5 |
Insight Wealth Strategies, LLC | 5 | 5 | 0.04% | 0.08% | 0.11% | Q3 2020 | Q3 2021 | 5 |
Campbell Wealth Management | 5 | 5 | 0.07% | 3.47% | 8.50% | Q3 2022 | Q3 2023 | 5 |
Pinnacle Financial Group, LLC / IL | 4 | 1 | 0.15% | 0.18% | 0.19% | Q4 2021 | Q1 2023 | 5 |
BANK OF NOVA SCOTIA | 4 | 1 | 0.02% | 0.08% | 0.13% | Q3 2018 | Q4 2021 | 5 |
Briaud Financial Planning, Inc | 5 | 5 | 5.03% | 9.81% | 15.71% | Q4 2020 | Q4 2021 | 5 |
ATHERTON LANE ADVISERS, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q4 2015 | 5 |
Narus Financial Partners, LLC | 5 | 5 | 0.28% | 0.46% | 0.59% | Q3 2022 | Q3 2023 | 5 |
ETF Portfolio Partners, Inc. | 4 | 1 | 1.12% | 4.23% | 16.49% | Q4 2014 | Q1 2023 | 5 |
Legal & General Group Plc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
Summit Trail Advisors, LLC | 3 | 2 | 0.18% | 0.22% | 0.30% | Q4 2017 | Q3 2019 | 5 |
SJS Investment Consulting Inc. | 3 | 2 | 0.00% | 0.09% | 0.15% | Q4 2021 | Q1 2023 | 5 |
Peterson Wealth Advisors, LLC | 5 | 5 | 0.17% | 0.74% | 2.32% | Q4 2017 | Q4 2018 | 5 |
Johnson Midwest Financial, LLC | 5 | 5 | 0.02% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Bluefin Trading, LLC | 2 | 1 | 0.02% | 0.09% | 0.18% | Q3 2013 | Q2 2017 | 5 |
Personal Wealth Partners | 5 | 5 | 0.07% | 0.11% | 0.19% | Q4 2018 | Q4 2019 | 5 |
FormulaFolio Investments, LLC | 5 | 5 | 0.01% | 0.10% | 0.19% | Q2 2020 | Q2 2021 | 5 |
Fidato Wealth LLC | 5 | 5 | 7.30% | 8.26% | 9.07% | Q4 2021 | Q4 2022 | 5 |
TFO Wealth Partners, LLC | 5 | 5 | 0.01% | 0.10% | 0.22% | Q4 2019 | Q4 2020 | 5 |
Souders Financial Advisors | 5 | 5 | 1.72% | 1.86% | 2.02% | Q3 2022 | Q3 2023 | 5 |
Portfolio Strategies Inc | 5 | 5 | 0.01% | 0.17% | 0.52% | Q4 2016 | Q4 2017 | 5 |
Coyle Financial Counsel LLC | 3 | 2 | 0.06% | 0.32% | 0.61% | Q3 2016 | Q2 2018 | 5 |
Ally Invest Advisors Inc. | 5 | 5 | 0.04% | 0.07% | 0.11% | Q3 2022 | Q3 2023 | 5 |
First Ascent Asset Management, LLC | 5 | 5 | 0.41% | 0.67% | 1.09% | Q4 2019 | Q4 2020 | 5 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 3 | 2 | 0.10% | 0.14% | 0.18% | Q3 2019 | Q1 2023 | 5 |
Royal Fund Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 0.51% | 0.60% | 0.69% | Q2 2013 | Q2 2014 | 5 |
Parkside Investments, LLC | 5 | 5 | 0.11% | 0.39% | 0.90% | Q4 2018 | Q4 2019 | 5 |
Everhart Financial Group, Inc. | 5 | 5 | 0.18% | 0.87% | 2.93% | Q3 2022 | Q3 2023 | 5 |
Gotham Asset Management, LLC | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
LCNB CORP | 5 | 5 | 0.25% | 0.34% | 0.42% | Q4 2016 | Q4 2017 | 5 |
Advanced Asset Management Advisors Inc | 3 | 2 | 0.18% | 0.23% | 0.28% | Q4 2017 | Q1 2019 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.46% | 0.58% | 0.76% | Q4 2018 | Q4 2019 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.11% | 0.34% | 0.51% | Q4 2021 | Q4 2022 | 5 |
Capital Square, LLC | 5 | 5 | 1.88% | 2.04% | 2.22% | Q4 2020 | Q4 2021 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.06% | 0.09% | 0.13% | Q4 2022 | Q4 2023 | 5 |
CBIZ Investment Advisory Services, LLC | 4 | 1 | 1.06% | 3.08% | 4.20% | Q2 2022 | Q3 2023 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.05% | 0.10% | 0.18% | Q4 2021 | Q4 2022 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 5 | 5 | 3.31% | 4.15% | 5.13% | Q4 2020 | Q4 2021 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.07% | Q1 2022 | Q2 2023 | 5 |
Gibson Wealth Advisors LLC | 5 | 5 | 0.00% | 0.50% | 1.30% | Q4 2021 | Q4 2022 | 5 |
GHP Investment Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Delta Investment Management, LLC | 5 | 5 | 0.12% | 0.37% | 0.68% | Q3 2022 | Q3 2023 | 5 |
ADE, LLC | 5 | 5 | 0.17% | 0.18% | 0.20% | Q4 2020 | Q4 2021 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2018 | 5 |
Essex Savings Bank | 3 | 2 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 5 |
SAM Advisors, LLC | 5 | 5 | 0.12% | 0.89% | 3.90% | Q3 2022 | Q3 2023 | 5 |
Pinnacle Wealth Management Group, Inc. | 5 | 5 | 0.33% | 0.44% | 0.64% | Q2 2021 | Q2 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 1.46% | 1.97% | 2.15% | Q4 2022 | Q4 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.04% | 0.08% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Tidal Investments LLC | 5 | 5 | 0.12% | 0.15% | 0.20% | Q4 2018 | Q4 2019 | 5 |
Sonora Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2021 | 5 |
COMPASS FINANCIAL ADVISORS LLC | 5 | 5 | 0.24% | 0.28% | 0.33% | Q4 2021 | Q4 2022 | 5 |
ML & R WEALTH MANAGEMENT LLC | 5 | 5 | 0.13% | 0.20% | 0.32% | Q3 2022 | Q3 2023 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.10% | 3.15% | 5.15% | Q2 2013 | Q2 2021 | 5 |
Pallas Capital Advisors LLC | 5 | 5 | 0.12% | 0.30% | 0.59% | Q1 2021 | Q1 2022 | 5 |
Cooper Financial Group | 4 | 1 | 0.07% | 0.19% | 0.40% | Q4 2020 | Q3 2023 | 5 |
Hills Bank & Trust Co | 3 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 5 |
Advance Capital Management, Inc. | 4 | 1 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 5 |
My Personal CFO, LLC | 5 | 5 | 0.53% | 1.34% | 3.48% | Q3 2022 | Q3 2023 | 5 |
Ruggie Capital Group | 2 | 1 | 0.00% | 0.03% | 0.04% | Q2 2015 | Q4 2018 | 5 |
Cable Hill Partners, LLC | 4 | 1 | 0.00% | 1.19% | 5.34% | Q4 2015 | Q3 2017 | 5 |
Horizons Wealth Management | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q2 2023 | 5 |
Westside Investment Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BRR OpCo, LLC | 5 | 5 | 0.09% | 0.21% | 0.42% | Q4 2019 | Q4 2020 | 5 |
Pekin Hardy Strauss, Inc. | 3 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2023 | 5 |
NewEdge Wealth, LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q1 2023 | 5 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 5 | 5 | 1.50% | 2.11% | 2.94% | Q1 2021 | Q1 2022 | 5 |
TRIAD FINANCIAL ADVISORS, INC. | 5 | 5 | 0.48% | 3.93% | 5.05% | Q3 2022 | Q3 2023 | 5 |
S. R. Schill & Associates | 5 | 5 | 0.11% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.51% | 0.55% | 0.57% | Q3 2022 | Q3 2023 | 5 |
Red Cedar Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 5 | 5 | 0.36% | 0.74% | 1.32% | Q2 2021 | Q2 2022 | 5 |
Independence Advisors, LLC | 5 | 5 | 0.04% | 0.11% | 0.16% | Q3 2019 | Q3 2020 | 5 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 2 | 0.57% | 0.71% | 0.78% | Q4 2021 | Q3 2023 | 5 |
CMC Financial Group | 5 | 5 | 0.51% | 8.47% | 27.45% | Q4 2018 | Q4 2019 | 5 |
Perennial Investment Advisors, LLC | 5 | 5 | 0.07% | 0.13% | 0.23% | Q3 2022 | Q3 2023 | 5 |
BELLEVUE ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 5 | 5 | 2.64% | 2.98% | 3.37% | Q4 2020 | Q4 2021 | 5 |
Great Lakes Retirement, Inc. | 3 | 2 | 0.40% | 0.61% | 0.84% | Q4 2019 | Q3 2023 | 5 |
PRW Wealth Management LLC | 5 | 5 | 0.21% | 0.60% | 0.90% | Q1 2021 | Q1 2022 | 5 |
Gray Wealth Management Inc. | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2020 | Q3 2021 | 4 |
RIA Advisory Group LLC | 4 | 4 | 0.50% | 0.73% | 1.07% | Q4 2022 | Q3 2023 | 4 |
Hilltop Partners LLC | 4 | 4 | 0.12% | 0.63% | 1.86% | Q4 2022 | Q3 2023 | 4 |
Vigilant Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 4 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 4 | 4 | 2.28% | 2.90% | 3.44% | Q4 2019 | Q3 2020 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Wallington Asset Management, LLC | 4 | 4 | 0.00% | 0.56% | 2.23% | Q1 2020 | Q4 2020 | 4 |
Cardinal Point Capital Management ULC | 4 | 4 | 0.08% | 2.92% | 4.15% | Q4 2022 | Q3 2023 | 4 |
Peachtree Investment Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Essential Planning, LLC. | 4 | 4 | 2.95% | 3.39% | 4.10% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.50% | 0.54% | 0.60% | Q4 2022 | Q3 2023 | 4 |
UNIONVIEW, LLC | 4 | 4 | 0.36% | 0.38% | 0.41% | Q4 2021 | Q3 2022 | 4 |
TIEMANN INVESTMENT ADVISORS, LLC | 4 | 4 | 0.43% | 0.49% | 0.61% | Q4 2022 | Q3 2023 | 4 |
Starfox Financial Services, LLC | 3 | 1 | 0.24% | 2.66% | 9.86% | Q4 2021 | Q3 2023 | 4 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 4 |
Cardinal Point Wealth Management Partners, LLC | 4 | 4 | 2.47% | 2.70% | 2.97% | Q4 2021 | Q3 2022 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.27% | 0.30% | 0.32% | Q4 2022 | Q3 2023 | 4 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 3 | 1 | 0.10% | 0.14% | 0.17% | Q3 2022 | Q3 2023 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 6.51% | 6.85% | 7.05% | Q4 2022 | Q3 2023 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 0.08% | 0.15% | 0.24% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.37% | 0.86% | 1.12% | Q4 2022 | Q3 2023 | 4 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 4 | 4 | 0.11% | 0.34% | 0.86% | Q3 2022 | Q2 2023 | 4 |
DRAVO BAY LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Coastwise Capital Group, LLC | 4 | 4 | 0.27% | 0.33% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Hilton Capital Management, LLC | 4 | 4 | 0.16% | 6.40% | 8.61% | Q2 2022 | Q1 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Presidio Capital Management, LLC | 4 | 4 | 0.21% | 0.74% | 0.98% | Q4 2021 | Q3 2022 | 4 |
Warwick Investment Management, Inc. | 4 | 4 | 0.14% | 0.17% | 0.21% | Q4 2021 | Q3 2022 | 4 |
IMA Wealth, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Delap Wealth Advisory, LLC | 4 | 4 | 4.62% | 5.23% | 5.72% | Q4 2022 | Q3 2023 | 4 |
DAVIS R M INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 4 |
Barber Financial Group, Inc. | 4 | 4 | 0.07% | 1.35% | 1.95% | Q4 2016 | Q3 2017 | 4 |
First Allied Asset Management, Inc. | 2 | 1 | 0.14% | 1.08% | 1.88% | Q2 2013 | Q1 2015 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.64% | 0.88% | 1.45% | Q4 2014 | Q3 2015 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.75% | 0.83% | 0.91% | Q4 2022 | Q3 2023 | 4 |
Aspire Wealth Management Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Smart Money Group LLC | 2 | 1 | 0.48% | 1.23% | 1.97% | Q4 2017 | Q4 2021 | 4 |
SPRENG CAPITAL MANAGEMENT, INC. | 3 | 1 | 0.15% | 0.20% | 0.28% | Q4 2020 | Q4 2021 | 4 |
GODSEY & GIBB, INC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q1 2023 | 4 |
WRAPMANAGER INC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2015 | Q3 2016 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
PBMares Wealth Management LLC | 3 | 1 | 0.09% | 1.16% | 1.59% | Q1 2021 | Q2 2022 | 4 |
Hudson Capital Management LLC | 4 | 4 | 2.31% | 2.55% | 2.94% | Q4 2017 | Q3 2018 | 4 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 4.02% | 15.76% | Q4 2017 | Q4 2022 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.45% | 0.47% | 0.50% | Q4 2022 | Q3 2023 | 4 |
ACADIA TRUST NA | 3 | 1 | 0.18% | 0.22% | 0.23% | Q3 2014 | Q4 2015 | 4 |
Aurora Private Wealth, Inc. | 4 | 4 | 0.27% | 0.43% | 0.52% | Q2 2020 | Q1 2021 | 4 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 1 | 0.08% | 0.17% | 0.27% | Q3 2020 | Q3 2022 | 4 |
MD Financial Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 1.26% | 1.54% | 1.69% | Q4 2020 | Q3 2021 | 4 |
CHILTON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Tuttle Capital Management, LLC | 2 | 1 | 0.10% | 0.25% | 0.50% | Q2 2016 | Q1 2018 | 4 |
Measured Wealth Private Client Group, LLC | 4 | 4 | 0.15% | 0.25% | 0.37% | Q3 2018 | Q2 2019 | 4 |
Verdence Capital Advisors LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q4 2022 | 4 |
ROCKLAND TRUST CO | 3 | 1 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q2 2023 | 4 |
King Wealth Management Group | 4 | 4 | 0.16% | 0.21% | 0.27% | Q4 2013 | Q3 2014 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2021 | 4 |
PSI Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 4 |
DENVER INVESTMENT ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 4 |
VOYA INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.08% | 0.15% | 0.28% | Q4 2022 | Q3 2023 | 4 |
EPIQ Capital Group, LLC | 4 | 4 | 0.30% | 0.38% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.02% | 0.08% | 0.14% | Q4 2017 | Q3 2018 | 4 |
Kernodle & Katon Asset Management Group, LLC | 4 | 4 | 0.06% | 0.09% | 0.10% | Q4 2015 | Q3 2016 | 4 |
Chicago Wealth Management, Inc. | 4 | 4 | 1.03% | 1.42% | 1.99% | Q4 2019 | Q3 2020 | 4 |
Strategic Capital Group LLC | 4 | 4 | 0.04% | 0.36% | 0.58% | Q3 2013 | Q2 2014 | 4 |
QUATTRO FINANCIAL ADVISORS LLC | 4 | 4 | 0.03% | 0.12% | 0.23% | Q1 2018 | Q4 2018 | 4 |
Sentinus, LLC | 4 | 4 | 0.14% | 0.26% | 0.51% | Q3 2022 | Q2 2023 | 4 |
INSIGHT 2811, INC. | 3 | 1 | 0.68% | 1.13% | 2.31% | Q4 2016 | Q2 2023 | 4 |
Bryn Mawr Capital Management, LLC | 3 | 1 | 0.02% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 4 |
OneAscent Financial Services LLC | 2 | 1 | 0.08% | 0.25% | 0.50% | Q2 2022 | Q3 2023 | 4 |
Legend Financial Advisors, Inc. | 4 | 4 | 0.01% | 0.03% | 0.07% | Q3 2022 | Q2 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.05% | 0.52% | 0.69% | Q4 2021 | Q3 2022 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.10% | 0.38% | 0.65% | Q1 2015 | Q4 2015 | 4 |
Abbrea Capital, LLC | 4 | 4 | 0.13% | 0.20% | 0.26% | Q4 2016 | Q3 2017 | 4 |
Swift Run Capital | 4 | 4 | 1.60% | 2.10% | 2.42% | Q1 2020 | Q4 2020 | 4 |
DFPG INVESTMENTS, LLC | 3 | 1 | 0.06% | 0.10% | 0.17% | Q3 2019 | Q3 2023 | 4 |
Perennial Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2021 | 4 |
Bull Oak Capital, LLC | 2 | 1 | 2.40% | 4.56% | 8.18% | Q4 2021 | Q3 2023 | 4 |
Equinox Institutional Asset Management, LP | 4 | 4 | 25.42% | 26.51% | 26.91% | Q4 2015 | Q3 2016 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.01% | 0.06% | 0.09% | Q4 2020 | Q3 2021 | 4 |
Red Door Wealth Management, LLC | 3 | 1 | 0.01% | 0.09% | 0.32% | Q4 2019 | Q2 2021 | 4 |
Verity Asset Management, Inc. | 4 | 4 | 0.32% | 1.25% | 3.28% | Q3 2020 | Q2 2021 | 4 |
Waldron Private Wealth LLC | 3 | 1 | 0.04% | 0.08% | 0.11% | Q1 2019 | Q4 2022 | 4 |
Stone House Investment Management, LLC | 4 | 4 | 0.30% | 0.32% | 0.34% | Q4 2016 | Q3 2017 | 4 |
Jackson Creek Investment Advisors LLC | 4 | 4 | 0.69% | 0.72% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Rise Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Foothills Asset Management, Ltd. | 4 | 4 | 0.21% | 0.88% | 1.42% | Q2 2019 | Q1 2020 | 4 |
Glenview Trust Co | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
GM Advisory Group, LLC | 4 | 4 | 0.13% | 0.16% | 0.17% | Q4 2016 | Q3 2017 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.62% | 0.66% | 0.73% | Q4 2022 | Q3 2023 | 4 |
GERMAN AMERICAN BANCORP, INC. | 4 | 4 | 0.06% | 0.63% | 2.28% | Q4 2022 | Q3 2023 | 4 |
IBEX WEALTH ADVISORS | 2 | 1 | 0.01% | 0.06% | 0.09% | Q4 2016 | Q2 2019 | 4 |
LifePro Asset Management | 4 | 4 | 0.28% | 0.31% | 0.34% | Q3 2022 | Q2 2023 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 17.95% | 20.08% | 21.10% | Q4 2022 | Q3 2023 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.25% | 0.49% | 1.17% | Q4 2022 | Q3 2023 | 4 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.03% | 0.22% | 0.33% | Q3 2022 | Q3 2023 | 4 |
Clear Perspectives Financial Planning, LLC | 2 | 1 | 0.00% | 1.79% | 7.14% | Q4 2020 | Q4 2022 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 4 |
InterOcean Capital Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
HBK Sorce Advisory LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2022 | 4 |
Friedenthal Financial | 4 | 4 | 6.27% | 9.66% | 13.48% | Q2 2015 | Q1 2016 | 4 |
AHL Partners LLP | 3 | 1 | 0.07% | 0.14% | 0.21% | Q3 2016 | Q3 2017 | 4 |
VisionPoint Advisory Group, LLC | 2 | 1 | 0.01% | 0.26% | 0.52% | Q4 2018 | Q3 2023 | 4 |
Biltmore Family Office, LLC | 4 | 4 | 0.43% | 0.58% | 0.82% | Q4 2022 | Q3 2023 | 4 |
Tradewinds Global Investors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q2 2016 | 4 |
HORIZON FINANCIAL SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Morningstar Investment Management LLC | 3 | 1 | 0.57% | 4.54% | 7.51% | Q4 2018 | Q4 2019 | 4 |
SSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.25% | 0.56% | 0.90% | Q4 2014 | Q3 2015 | 4 |
Pictet North America Advisors SA | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q2 2019 | 4 |
FIDUCIARY TRUST CO | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2022 | 4 |
RAYNER & HAYNOR | 4 | 4 | 5.98% | 6.70% | 7.58% | Q4 2013 | Q3 2014 | 4 |
Keel Point, LLC | 3 | 1 | 0.10% | 0.30% | 0.42% | Q2 2015 | Q1 2022 | 4 |
TOWER TRUST Co | 4 | 4 | 0.12% | 0.16% | 0.19% | Q2 2013 | Q1 2014 | 4 |
CAPITAL GUARDIAN TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 4 |
Eagle Capital Management, LLC | 4 | 4 | 2.30% | 2.81% | 3.37% | Q1 2021 | Q4 2021 | 4 |
Santori & Peters, Inc. | 3 | 1 | 0.12% | 0.16% | 0.18% | Q4 2017 | Q3 2023 | 4 |
Opal Wealth Advisors, LLC | 3 | 1 | 0.17% | 0.74% | 2.29% | Q4 2021 | Q4 2022 | 4 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.05% | 0.07% | 0.12% | Q3 2017 | Q4 2018 | 4 |
Sutton Wealth Advisors Inc. | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 4 |
Sound Stewardship, LLC | 4 | 4 | 0.47% | 0.54% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.53% | 0.72% | 0.94% | Q4 2022 | Q3 2023 | 4 |
Meritas Wealth Management, LLC | 4 | 4 | 0.68% | 0.74% | 0.85% | Q4 2022 | Q3 2023 | 4 |
Trellis Wealth Advisors LLC | 4 | 4 | 2.28% | 3.72% | 4.84% | Q4 2022 | Q3 2023 | 4 |
Thrive Capital Management, LLC | 4 | 4 | 0.16% | 0.20% | 0.25% | Q4 2020 | Q3 2021 | 4 |
Frank, Rimerman Advisors LLC | 4 | 4 | 0.35% | 0.39% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 7.05% | 7.78% | 8.43% | Q4 2022 | Q3 2023 | 4 |
Pioneer Wealth Management Group | 4 | 4 | 12.24% | 13.10% | 13.63% | Q4 2022 | Q3 2023 | 4 |
First National Bank of South Miami | 4 | 4 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q3 2019 | 4 |
VALLEY FINANCIAL MANAGEMENT, INC. | 4 | 4 | 0.86% | 1.19% | 1.84% | Q3 2022 | Q2 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.13% | 0.20% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Tillman Hartley LLC | 4 | 4 | 3.78% | 4.21% | 5.33% | Q4 2022 | Q3 2023 | 4 |
Next Capital Management LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2019 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.77% | 0.87% | 0.93% | Q4 2022 | Q3 2023 | 4 |
RF&L WEALTH MANAGEMENT, LLC | 4 | 4 | 5.26% | 5.65% | 6.21% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.63% | 0.76% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Parker Financial LLC | 4 | 4 | 6.54% | 6.68% | 6.88% | Q4 2022 | Q3 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.13% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 4 | 4 | 0.36% | 1.86% | 6.12% | Q4 2022 | Q3 2023 | 4 |
Michelson Medical Research Foundation, Inc. | 4 | 4 | 3.51% | 7.66% | 9.89% | Q4 2022 | Q3 2023 | 4 |
Evergreen Wealth Management, LLC | 4 | 4 | 4.41% | 8.58% | 10.76% | Q4 2022 | Q3 2023 | 4 |
RVW Wealth, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 1.50% | 1.58% | 1.69% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.28% | 0.34% | 0.46% | Q4 2022 | Q3 2023 | 4 |
NINE MASTS CAPITAL Ltd | 4 | 4 | 0.73% | 0.93% | 1.13% | Q2 2016 | Q1 2017 | 4 |
LWMG, LLC | 4 | 4 | 1.83% | 2.02% | 2.18% | Q4 2022 | Q3 2023 | 4 |
Cardinal Point Wealth Management LLC | 4 | 4 | 3.75% | 3.92% | 4.08% | Q4 2020 | Q3 2021 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SWM Advisors | 4 | 4 | 5.24% | 6.22% | 7.77% | Q4 2021 | Q3 2022 | 4 |
Financial & Tax Architects, LLC | 4 | 4 | 0.23% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
NBT BANK N A /NY | 4 | 4 | 0.11% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
BANQUE PICTET & CIE SA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Rinkey Investments | 4 | 4 | 0.18% | 0.24% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2017 | Q3 2018 | 4 |
Allegiance Financial Group Advisory Services LLC | 4 | 4 | 0.69% | 0.95% | 1.22% | Q4 2022 | Q3 2023 | 4 |
Essex LLC | 4 | 4 | 0.16% | 0.25% | 0.30% | Q4 2022 | Q3 2023 | 4 |
HTG Investment Advisors, Inc. | 4 | 4 | 4.12% | 4.25% | 4.38% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.24% | 0.44% | 0.58% | Q4 2022 | Q3 2023 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 1.26% | 1.49% | 1.74% | Q4 2022 | Q3 2023 | 4 |
Shorepoint Capital Partners LLC | 4 | 4 | 2.92% | 3.98% | 4.93% | Q3 2022 | Q2 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 1.64% | 1.86% | 2.30% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Amplius Wealth Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 4 |
St. James Investment Advisors, LLC | 3 | 1 | 3.20% | 7.74% | 11.94% | Q4 2021 | Q4 2022 | 4 |
HawsGoodwin Investment Management LLC | 4 | 4 | 1.17% | 2.16% | 2.87% | Q4 2019 | Q3 2020 | 4 |
Elgethun Capital Management | 4 | 4 | 0.22% | 0.25% | 0.27% | Q3 2019 | Q2 2020 | 4 |
Hikari Power Ltd | 4 | 4 | 0.96% | 1.07% | 1.33% | Q2 2019 | Q1 2020 | 4 |
Cubic Asset Management, LLC | 3 | 1 | 0.09% | 0.13% | 0.21% | Q1 2015 | Q3 2016 | 4 |
TAGStone Capital, Inc. | 4 | 4 | 0.18% | 0.43% | 0.84% | Q4 2021 | Q3 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2022 | 4 |
Professional Financial Advisors, LLC | 3 | 3 | 2.13% | 2.49% | 2.76% | Q1 2022 | Q3 2022 | 3 |
Motley Fool Wealth Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q2 2021 | 3 |
Mach-1 Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 2.64% | 3.08% | 3.56% | Q4 2020 | Q2 2021 | 3 |
Bond & Devick Financial Network, Inc. | 3 | 3 | 0.22% | 0.23% | 0.25% | Q1 2021 | Q3 2021 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q2 2021 | 3 |
RATIONAL ADVISORS LLC | 2 | 1 | 0.01% | 0.10% | 0.28% | Q2 2012 | Q3 2017 | 3 |
IFS Advisors, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
WealthTrust Fairport, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Forward Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q2 2017 | 3 |
DESCHAINE & COMPANY, LLC | 3 | 3 | 0.48% | 0.54% | 0.68% | Q4 2014 | Q2 2015 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.22% | 0.81% | 1.24% | Q1 2023 | Q3 2023 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Bernicke Wealth Management, Ltd. | 3 | 3 | 0.28% | 0.37% | 0.43% | Q4 2014 | Q2 2015 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
D'Orazio & Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 3 |
Compass Financial Group, Inc. | 3 | 3 | 7.96% | 8.34% | 8.55% | Q4 2015 | Q2 2016 | 3 |
NorthCrest Asset Manangement, LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
MOGY JOEL R INVESTMENT COUNSEL INC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Private Advisory Group LLC | 2 | 1 | 0.21% | 1.17% | 1.86% | Q4 2020 | Q1 2022 | 3 |
Vantage Financial Partners, LLC | 3 | 3 | 0.20% | 0.25% | 0.29% | Q4 2021 | Q2 2022 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 3.92% | 5.09% | 6.50% | Q1 2023 | Q3 2023 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.01% | 0.36% | 0.66% | Q3 2014 | Q2 2015 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 1 | 0.03% | 0.12% | 0.29% | Q1 2022 | Q3 2023 | 3 |
VISTA FINANCE, LLC | 3 | 3 | 0.52% | 0.76% | 0.94% | Q4 2021 | Q2 2022 | 3 |
TUCKER ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 4.81% | 4.95% | 5.14% | Q1 2023 | Q3 2023 | 3 |
Saba Capital Management, L.P. | 1 | 1 | 0.02% | 0.27% | 0.49% | Q2 2014 | Q2 2015 | 3 |
MRA Associates USA LLC | 2 | 1 | 0.11% | 2.06% | 5.96% | Q4 2018 | Q3 2019 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.11% | 0.19% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.22% | 0.33% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Parkside Advisors LLC | 1 | 1 | 0.18% | 0.40% | 0.71% | Q2 2022 | Q3 2023 | 3 |
Robertson Stephens Wealth Management, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 3 |
RPg Family Wealth Advisory, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2016 | 3 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2016 | Q4 2016 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.19% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 3 |
Veracity Capital LLC | 2 | 1 | 0.08% | 0.13% | 0.23% | Q4 2019 | Q3 2020 | 3 |
FSA Wealth Management LLC | 2 | 1 | 0.01% | 1.10% | 3.29% | Q4 2019 | Q2 2022 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.66% | 1.76% | 2.42% | Q4 2021 | Q2 2022 | 3 |
Sequoia Wealth Management, LLC | 3 | 3 | 0.24% | 0.35% | 0.56% | Q1 2019 | Q3 2019 | 3 |
Capstone Triton Financial Group, LLC | 2 | 1 | 0.11% | 0.14% | 0.16% | Q4 2020 | Q2 2022 | 3 |
Penserra Capital Management LLC | 2 | 1 | 0.35% | 0.47% | 0.55% | Q4 2018 | Q1 2020 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Riverview Trust Co | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q2 2020 | 3 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2020 | 3 |
FURE FINANCIAL CORP | 3 | 3 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q1 2021 | 3 |
Versant Capital Management, Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 3 |
Waypoint Wealth Partners Inc. | 2 | 1 | 0.08% | 0.40% | 0.85% | Q2 2022 | Q3 2023 | 3 |
CADENCE BANK NA | 3 | 3 | 0.13% | 0.13% | 0.14% | Q3 2017 | Q1 2018 | 3 |
Cedar Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CIBC BANK USA | 3 | 3 | 0.04% | 0.04% | 0.06% | Q2 2019 | Q4 2019 | 3 |
CHANNEL WEALTH LLC | 3 | 3 | 0.16% | 0.66% | 1.04% | Q1 2023 | Q3 2023 | 3 |
CAHABA WEALTH MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
SimpliFi, Inc. | 3 | 3 | 6.16% | 6.38% | 6.67% | Q4 2017 | Q2 2018 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.32% | 0.47% | 0.65% | Q1 2018 | Q3 2018 | 3 |
Jacobsen Capital Management | 3 | 3 | 0.78% | 0.83% | 0.87% | Q2 2019 | Q4 2019 | 3 |
Cottage Street Advisors LLC | 2 | 1 | 0.12% | 0.14% | 0.15% | Q2 2021 | Q1 2022 | 3 |
Intelligence Driven Advisers, LLC | 3 | 3 | 0.05% | 0.47% | 0.77% | Q4 2020 | Q2 2021 | 3 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 3 | 3 | 0.06% | 0.67% | 1.08% | Q4 2021 | Q2 2022 | 3 |
Mine & Arao Wealth Creation & Management, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 3 |
Syntegra Private Wealth Group, LLC | 2 | 1 | 0.04% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 3 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 3 | 3 | 0.22% | 0.26% | 0.29% | Q1 2020 | Q3 2020 | 3 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q2 2014 | Q4 2014 | 3 |
Simplify Asset Management Inc. | 3 | 3 | 0.09% | 0.25% | 0.42% | Q1 2023 | Q3 2023 | 3 |
D. SCOTT NEAL, INC. | 2 | 1 | 0.01% | 0.44% | 0.69% | Q4 2013 | Q3 2017 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.34% | 0.46% | 0.62% | Q4 2022 | Q3 2023 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q2 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
BMS Financial Advisors, LLC | 2 | 1 | 2.74% | 6.96% | 10.66% | Q3 2022 | Q2 2023 | 3 |
Three Bridge Wealth Advisors, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 1.14% | 1.48% | 2.15% | Q1 2023 | Q3 2023 | 3 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.57% | 2.97% | 4.19% | Q1 2019 | Q2 2020 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
MCMORGAN & CO LLC | 3 | 3 | 1.33% | 2.86% | 4.71% | Q2 2021 | Q4 2021 | 3 |
Liquid Strategies, LLC | 3 | 3 | 0.94% | 1.13% | 1.33% | Q2 2020 | Q4 2020 | 3 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 2 | 1 | 0.20% | 0.38% | 0.48% | Q4 2021 | Q3 2022 | 3 |
Rinet Co LLC | 3 | 3 | 0.12% | 0.20% | 0.25% | Q1 2021 | Q3 2021 | 3 |
44 WEALTH MANAGEMENT LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Montecito Bank & Trust | 2 | 1 | 0.08% | 0.16% | 0.26% | Q4 2013 | Q4 2016 | 3 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Sabal Trust CO | 3 | 3 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Legacy Financial Strategies, LLC | 3 | 3 | 0.21% | 0.22% | 0.24% | Q4 2017 | Q2 2018 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
CIBC WORLD MARKETS CORP | 2 | 1 | 0.02% | 0.13% | 0.20% | Q1 2016 | Q4 2022 | 3 |
ARROW FINANCIAL CORP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2022 | 3 |
Vanguard Capital Wealth Advisors | 3 | 3 | 0.56% | 1.36% | 1.92% | Q4 2017 | Q2 2018 | 3 |
HM Capital Management, LLC | 3 | 3 | 0.30% | 0.50% | 0.85% | Q4 2015 | Q2 2016 | 3 |
USCA RIA LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q4 2019 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Old North State Trust, LLC | 3 | 3 | 0.02% | 0.07% | 0.10% | Q3 2022 | Q1 2023 | 3 |
HOHIMER WEALTH MANAGEMENT, LLC | 3 | 3 | 0.72% | 0.79% | 0.88% | Q1 2023 | Q3 2023 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
CABANA LLC | 2 | 1 | 0.00% | 6.74% | 19.73% | Q2 2020 | Q2 2022 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 4.54% | 5.42% | 5.92% | Q4 2021 | Q2 2022 | 3 |
Life Planning Partners, Inc | 3 | 3 | 0.06% | 0.10% | 0.18% | Q1 2022 | Q3 2022 | 3 |
ParenteBeard Wealth Management, LLC | 2 | 1 | 0.05% | 0.11% | 0.14% | Q2 2013 | Q4 2014 | 3 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 3 | 3 | 0.05% | 0.06% | 0.09% | Q4 2022 | Q2 2023 | 3 |
Transform Wealth, LLC | 3 | 3 | 0.35% | 0.37% | 0.39% | Q2 2016 | Q4 2016 | 3 |
Manning & Napier Group, LLC | 3 | 3 | 0.01% | 0.06% | 0.08% | Q3 2019 | Q1 2020 | 3 |
Wechter Feldman Wealth Management, Inc. | 3 | 3 | 0.27% | 4.54% | 13.00% | Q4 2020 | Q2 2021 | 3 |
VANTAGEPOINT INVESTMENT ADVISERS LLC | 3 | 3 | 3.04% | 3.84% | 4.63% | Q2 2022 | Q4 2022 | 3 |
Centennial Wealth Advisory LLC | 3 | 3 | 1.36% | 1.94% | 2.44% | Q4 2020 | Q2 2021 | 3 |
COZAD ASSET MANAGEMENT INC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2022 | 3 |
FARR MILLER & WASHINGTON LLC/DC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Syverson Strege & Co | 3 | 3 | 0.02% | 0.29% | 0.78% | Q2 2022 | Q4 2022 | 3 |
Charles Schwab Investment Advisory, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 3 |
ATALANTA SOSNOFF CAPITAL, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q4 2018 | 3 |
Ledyard National Bank | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2017 | 3 |
Canton Hathaway, LLC | 3 | 3 | 0.18% | 0.20% | 0.24% | Q3 2020 | Q1 2021 | 3 |
SANDERS MORRIS HARRIS LLC | 3 | 3 | 0.10% | 0.50% | 1.13% | Q1 2016 | Q3 2016 | 3 |
Madrona Financial Services, LLC | 2 | 1 | 0.48% | 1.36% | 1.82% | Q2 2020 | Q3 2023 | 3 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 3 |
Principle Wealth Partners LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q4 2022 | 3 |
FIDUCIENT ADVISORS LLC | 2 | 1 | 0.34% | 0.50% | 0.70% | Q2 2022 | Q3 2023 | 3 |
Vickerman Investment Advisors, Inc. | 3 | 3 | 0.26% | 1.73% | 4.42% | Q3 2021 | Q1 2022 | 3 |
RiverGlades Family Offices LLC | 1 | 1 | 0.51% | 3.02% | 7.53% | Q1 2018 | Q1 2023 | 3 |
Gratus Capital, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Redhawk Wealth Advisors, Inc. | 3 | 3 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q1 2021 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.23% | 0.39% | 0.71% | Q4 2022 | Q3 2023 | 3 |
Steinberg Global Asset Management | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2017 | Q4 2017 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q1 2020 | 3 |
Grey Fox Wealth Advisors, LLC | 2 | 1 | 0.08% | 0.43% | 1.13% | Q4 2022 | Q3 2023 | 3 |
W.H. Cornerstone Investments Inc. | 2 | 1 | 0.28% | 0.34% | 0.43% | Q3 2022 | Q2 2023 | 3 |
TWO SIGMA INVESTMENTS, LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2014 | 3 |
Integrity Financial Corp /WA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WINTRUST INVESTMENTS LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2017 | Q4 2017 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.03% | 0.07% | Q3 2014 | Q3 2020 | 3 |
Sharper & Granite LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Altium Wealth Management LLC | 3 | 3 | 0.05% | 0.28% | 0.42% | Q4 2017 | Q2 2018 | 3 |
Elm Partners Management LLC | 3 | 3 | 5.79% | 9.08% | 15.53% | Q4 2018 | Q2 2019 | 3 |
Arkos Global Advisors | 2 | 2 | 0.36% | 0.39% | 0.41% | Q4 2018 | Q1 2019 | 2 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.40% | 0.77% | 1.14% | Q4 2018 | Q1 2022 | 2 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q2 2021 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2022 | 2 |
DAVIDSON INVESTMENT ADVISORS | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
COHEN & STEERS, INC. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2020 | 2 |
Sound View Wealth Advisors Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.17% | 0.30% | Q2 2013 | Q3 2013 | 2 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 2 |
Vigilare Wealth Management | 2 | 2 | 0.24% | 0.63% | 1.02% | Q2 2020 | Q3 2020 | 2 |
Belmont Capital, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
Maxim Capital Management LLC | 2 | 2 | 0.40% | 0.48% | 0.56% | Q1 2020 | Q2 2020 | 2 |
Physician Wealth Advisors, Inc. | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2019 | Q4 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Laffer Tengler Investments, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Chesapeake Wealth Management | 2 | 2 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Douglass Winthrop Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2015 | Q2 2015 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q1 2018 | 2 |
DDD Partners, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q1 2018 | Q2 2018 | 2 |
Ballew Advisors, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Single Point Partners, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2020 | 2 |
Sanctuary Wealth Management, L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Successful Portfolios LLC | 2 | 2 | 0.20% | 0.58% | 0.95% | Q2 2023 | Q3 2023 | 2 |
Hochman Cole Investment Advisors, Inc. | 2 | 2 | 0.60% | 0.62% | 0.64% | Q4 2017 | Q1 2018 | 2 |
MCIA Inc | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2017 | Q3 2017 | 2 |
Epstein & White Financial LLC | 1 | 1 | 0.08% | 0.35% | 0.62% | Q1 2018 | Q2 2021 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.22% | 0.24% | 0.25% | Q1 2023 | Q2 2023 | 2 |
Idaho Trust Bank | 2 | 2 | 0.39% | 0.45% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.04% | 0.14% | 0.25% | Q4 2017 | Q1 2018 | 2 |
Johnson Financial Group, LLC | 2 | 2 | 1.98% | 2.22% | 2.47% | Q4 2016 | Q1 2017 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
SOL Capital Management CO | 1 | 1 | 0.09% | 0.20% | 0.30% | Q3 2022 | Q3 2023 | 2 |
Retirement Planning Co of New England, Inc. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Cypress Capital Group | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
UG Investment Advisers Ltd. | 2 | 2 | 0.18% | 0.35% | 0.53% | Q2 2023 | Q3 2023 | 2 |
GenTrust, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q1 2022 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.22% | 0.28% | 0.33% | Q1 2017 | Q4 2019 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Sloy Dahl & Holst, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Members Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 2 |
Coulter & Justus Financial Services, LLC | 2 | 2 | 0.22% | 0.22% | 0.23% | Q4 2022 | Q1 2023 | 2 |
M. Kulyk & Associates, LLC | 2 | 2 | 0.07% | 0.09% | 0.12% | Q4 2021 | Q1 2022 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.86% | 0.87% | 0.88% | Q4 2021 | Q1 2022 | 2 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q4 2021 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Golden State Equity Partners | 2 | 2 | 0.35% | 0.36% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Braver Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q2 2016 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.13% | 0.16% | 0.19% | Q3 2013 | Q4 2013 | 2 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2016 | Q3 2016 | 2 |
Trinity Legacy Partners, LLC | 2 | 2 | 0.23% | 0.43% | 0.63% | Q1 2020 | Q2 2020 | 2 |
WCG Wealth Advisors LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2022 | Q3 2022 | 2 |
INVESTMENT HOUSE LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q3 2013 | 2 |
Howard Capital Management Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CEERA INVESTMENTS, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q1 2021 | Q2 2021 | 2 |
DORCHESTER WEALTH MANAGEMENT Co | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
Regency Capital Management Inc.\DE | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Pachira Investments Inc. | 2 | 2 | 21.36% | 21.60% | 21.84% | Q2 2017 | Q3 2017 | 2 |
SMITH HAYES Advisers, Inc | 2 | 2 | 0.05% | 0.07% | 0.08% | Q4 2015 | Q1 2016 | 2 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Squarepoint Ops LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MOTIVE WEALTH ADVISORS | 2 | 2 | 2.30% | 2.32% | 2.34% | Q2 2021 | Q3 2021 | 2 |
Delos Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 2 |
Heirloom Wealth Management | 1 | 1 | 0.11% | 0.14% | 0.18% | Q4 2021 | Q1 2023 | 2 |
Sharkey, Howes & Javer | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2016 | 2 |
Revisor Wealth Management LLC | 2 | 2 | 1.95% | 2.14% | 2.32% | Q1 2023 | Q2 2023 | 2 |
Financial Insights, Inc. | 2 | 2 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q1 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q1 2022 | 2 |
Collaborative Wealth Managment Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q4 2021 | 2 |
Wayfinding Financial, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2022 | 2 |
CarsonAllaria Wealth Management, Ltd. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Mill Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.16% | 0.21% | 0.25% | Q2 2013 | Q3 2013 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q2 2016 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
MKT Advisors LLC | 2 | 2 | 0.43% | 0.44% | 0.46% | Q1 2023 | Q2 2023 | 2 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2023 | 2 |
Carnick & Kubik, LLC | 2 | 2 | 0.26% | 0.40% | 0.54% | Q4 2015 | Q1 2016 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Eukles Asset Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
KRAFT ASSET MANAGEMENT, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q2 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Chanos & Co LP | 2 | 2 | 0.58% | 0.59% | 0.60% | Q3 2017 | Q4 2017 | 2 |
Paradigm Capital Management, LLC/NV | 2 | 2 | 8.08% | 8.11% | 8.15% | Q4 2021 | Q1 2022 | 2 |
Ironwood Financial, llc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Quent Capital, LLC | 2 | 2 | 0.15% | 0.16% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
PEOPLES BANK /OH | 2 | 2 | 2.88% | 3.17% | 3.47% | Q2 2022 | Q3 2022 | 2 |
Clientfirst Wealth Management, LLC | 2 | 2 | 0.31% | 0.45% | 0.59% | Q2 2023 | Q3 2023 | 2 |
Raub Brock Capital Management LP | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q4 2020 | 2 |
LOWERY THOMAS, LLC | 2 | 2 | 0.50% | 1.60% | 2.69% | Q4 2021 | Q1 2022 | 2 |
Ironsides Asset Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q3 2014 | 2 |
Range Financial Group LLC | 2 | 2 | 0.82% | 0.88% | 0.94% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Balboa Wealth Partners | 2 | 2 | 0.16% | 0.17% | 0.17% | Q3 2022 | Q4 2022 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 9.21% | 9.69% | 10.16% | Q1 2022 | Q2 2022 | 2 |
Sanford Advisory Services, LLC | 2 | 2 | 0.10% | 1.16% | 2.22% | Q3 2022 | Q4 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Global Assets Advisory, LLC | 2 | 2 | 0.22% | 0.32% | 0.44% | Q2 2022 | Q3 2022 | 2 |
Lodestone Wealth Management LLC | 2 | 2 | 0.72% | 0.88% | 1.03% | Q2 2023 | Q3 2023 | 2 |
FinTrust Investment Advisory Services, LLC | 2 | 2 | 0.76% | 0.78% | 0.80% | Q2 2013 | Q3 2013 | 2 |
WILLIAMS JONES & ASSOCIATES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.23% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Arlington Capital Management, Inc. | 1 | 1 | 0.39% | 2.18% | 3.97% | Q1 2016 | Q4 2017 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Arcadia Wealth Management, LLC | 2 | 2 | 2.59% | 2.81% | 3.04% | Q2 2023 | Q3 2023 | 2 |
Core Wealth Partners LLC | 2 | 2 | 0.20% | 0.23% | 0.26% | Q4 2022 | Q1 2023 | 2 |
Park Edge Advisors, LLC | 2 | 2 | 0.12% | 0.16% | 0.20% | Q4 2022 | Q1 2023 | 2 |
BOS Asset Management, LLC | 2 | 2 | 0.28% | 0.40% | 0.52% | Q4 2022 | Q1 2023 | 2 |
CIC Wealth, LLC | 2 | 2 | 0.08% | 0.10% | 0.13% | Q4 2022 | Q1 2023 | 2 |
Lakewood Asset Management LLC | 1 | 1 | 0.10% | 0.17% | 0.24% | Q4 2022 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Imprint Wealth LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Strategies Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
FISCHER INVESTMENT STRATEGIES, LLC | 2 | 2 | 5.15% | 5.33% | 5.51% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 2.51% | 2.58% | 2.66% | Q2 2023 | Q3 2023 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 2.65% | 2.67% | 2.69% | Q2 2023 | Q3 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q1 2015 | 2 |
DONALDSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Lesa Sroufe & Co | 2 | 2 | 0.24% | 0.25% | 0.25% | Q2 2018 | Q3 2018 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q4 2019 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
E&G Advisors, LP | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
SEARLE & CO. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 2 | 2 | 3.93% | 4.87% | 5.81% | Q2 2013 | Q3 2013 | 2 |
TRUST CO OF OKLAHOMA | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
BAILARD, INC. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2018 | 2 |
MARCO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.05% | 0.07% | 0.10% | Q3 2013 | Q3 2016 | 2 |
JAG CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q3 2016 | 2 |
CONNING INC. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q3 2015 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.13% | 0.19% | 0.26% | Q1 2019 | Q2 2019 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
SFMG, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 2 |
BSW Wealth Partners | 2 | 2 | 0.24% | 0.28% | 0.31% | Q2 2016 | Q3 2016 | 2 |
BBVA USA | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2021 | Q3 2021 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 2 |
Edgewood Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
ASSET ADVISORS CORP | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 1 | 1 | 0.25% | 3.70% | 7.16% | Q3 2018 | Q4 2022 | 2 |
SAGE FINANCIAL GROUP INC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q2 2022 | Q3 2022 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
LVZ, Inc. | 2 | 2 | 0.08% | 0.11% | 0.14% | Q3 2016 | Q4 2016 | 2 |
CONGRESS ASSET MANAGEMENT CO /MA | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2019 | 2 |
ACIMA PRIVATE WEALTH, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 2 |
Galibier Capital Management Ltd. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q1 2020 | 2 |
Edge Capital Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.32% | 0.63% | Q4 2022 | Q2 2023 | 2 |
TRADITION CAPITAL MANAGEMENT LLC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q2 2017 | Q3 2017 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Athanor Capital, LP | 1 | 1 | 1.90% | 1.90% | 1.90% | Q1 2020 | Q1 2020 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Fidelis Capital Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Badgley Phelps Wealth Managers, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
First National Bank of Mount Dora, Trust Investment Services | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2023 | Q1 2023 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2015 | Q1 2015 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 4.58% | 4.58% | 4.58% | Q4 2018 | Q4 2018 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Breakwater Capital Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Invst, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Fortress Wealth Group, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2021 | Q3 2021 | 1 |
Pegasus Partners Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q1 2022 | Q1 2022 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2015 | Q1 2015 | 1 |
Atlas Wealth Partners, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2023 | Q2 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Massachusetts Wealth Management | 1 | 1 | 2.01% | 2.01% | 2.01% | Q3 2023 | Q3 2023 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Twin Lakes Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Econ Financial Services Corp | 1 | 1 | 6.94% | 6.94% | 6.94% | Q4 2021 | Q4 2021 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Ratio Wealth Group | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Oak Grove Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Iowa State Bank | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
Tradeworx Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
CRA Financial Services, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
KEYSTONE WEALTH PARTNERS | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2020 | Q4 2020 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
CETERA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2017 | Q2 2017 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Lake Point Wealth Management | 1 | 1 | 7.14% | 7.14% | 7.14% | Q2 2022 | Q2 2022 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
BROWN WEALTH MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Carlsbad Wealth Advisory Group, Inc. | 1 | 1 | 4.90% | 4.90% | 4.90% | Q2 2023 | Q2 2023 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 2.94% | 2.94% | 2.94% | Q2 2021 | Q2 2021 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Allen Capital Group, LLC | 1 | 1 | 4.63% | 4.63% | 4.63% | Q4 2022 | Q4 2022 | 1 |
Team Financial Group, LLC | 1 | 1 | 4.33% | 4.33% | 4.33% | Q3 2023 | Q3 2023 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 1.61% | 1.61% | 1.61% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1 | 1 | 3.20% | 3.20% | 3.20% | Q1 2015 | Q1 2015 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Courage Miller Partners, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2023 | Q3 2023 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Brown Financial Advisory | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
Berkeley Capital Partners, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2015 | Q4 2015 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
PITCAIRN CO | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SHAYNE & JACOBS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2017 | Q1 2017 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Rezny Wealth Management, Inc. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2016 | Q3 2016 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
KCM INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q4 2013 | Q4 2013 | 1 |
AVITY INVESTMENT MANAGEMENT INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
Goodman Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Heron Bay Capital Management | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Diversified, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
NORRIS PERNE & FRENCH LLP/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
4Thought Financial Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Falcon Wealth Planning | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
SWS Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
BCM ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Ruane, Cunniff & Goldfarb | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Forefront Analytics, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q1 2021 | Q1 2021 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Osbon Capital Management LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2019 | Q2 2019 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2015 | Q4 2015 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Tri-Star Advisors Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q2 2020 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Field & Main Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Summit X, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
FIDUCIARY SERVICES CORP/GA | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2015 | Q1 2015 | 1 |
Klaas Financial Asset Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2017 | Q1 2017 | 1 |
Private Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 3.22% | 3.22% | 3.22% | Q2 2021 | Q2 2021 | 1 |
Keeley-Teton Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
REINHART PARTNERS, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
VAN STRUM & TOWNE INC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q3 2021 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
WT Wealth Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RTD Financial Advisors, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2019 | Q4 2019 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2017 | Q3 2017 | 1 |
Heritage Trust Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
ABNER HERRMAN & BROCK LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Provident Investment Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
Main Line Retirement Advisors, LLC | 1 | 1 | 9.12% | 9.12% | 9.12% | Q2 2023 | Q2 2023 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
COLUMBIA ADVISORY PARTNERS LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
WEALTH ADVISORS, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Colonial Trust Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MAIRS & POWER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
DE BURLO GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2013 | Q2 2013 | 1 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2013 | Q2 2013 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
Cornerstone Investment Partners, LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q3 2023 | Q3 2023 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Sturgeon Ventures LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
Element Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 2.69% | 2.69% | 2.69% | Q4 2018 | Q4 2018 | 1 |
COHEN LAWRENCE B | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2022 | Q4 2022 | 1 |
Quantum Capital Management, LLC / NJ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Emerald Advisors, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2019 | Q4 2019 | 1 |
PRIVATE MANAGEMENT GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2021 | Q4 2021 | 1 |
Foyston, Gordon, & Payne Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
WoodTrust Financial Corp | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2021 | Q3 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2017 | Q4 2017 | 1 |
Platte River Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
My Legacy Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Jolley Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
Bell Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
HNP Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Accredited Investors Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
Cypress Wealth Advisors LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2019 | Q1 2019 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q1 2022 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Freedom Day Solutions, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Retireful, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2023 | Q1 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Granite Investment Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 1 | 1 | 3.28% | 3.28% | 3.28% | Q1 2023 | Q1 2023 | 1 |
Simplicity Wealth,LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2023 | Q2 2023 | 1 |
Forum Financial Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Strid Group, LLC | 1 | 1 | 2.48% | 2.48% | 2.48% | Q4 2018 | Q4 2018 | 1 |
Nuveen Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2018 | Q3 2018 | 1 |
XML Financial, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Seaside Wealth Management, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
Jasper Ridge Partners, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Planning Center, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Richmond Brothers, Inc. | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2022 | Q3 2022 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Momentum Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 4.26% | 4.26% | 4.26% | Q4 2018 | Q4 2018 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Investment Advisory Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2022 | Q3 2022 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2020 | Q1 2020 | 1 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.91% | 0.91% | 0.91% | Q1 2019 | Q1 2019 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2013 | Q2 2013 | 1 |
Plan Group Financial, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2022 | Q2 2022 | 1 |
Pillar Wealth Advisors, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2023 | Q2 2023 | 1 |
Obsidian Personal Planning Solutions LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CHASE INVESTMENT COUNSEL CORP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2021 | Q1 2021 | 1 |
361 CAPITAL LLC | 1 | 1 | 6.80% | 6.80% | 6.80% | Q1 2016 | Q1 2016 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
First City Capital Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2018 | Q2 2018 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SWAN Capital LLC | 1 | 1 | 3.20% | 3.20% | 3.20% | Q1 2023 | Q1 2023 | 1 |
Nishkama Capital, LLC | 1 | 1 | 2.36% | 2.36% | 2.36% | Q3 2019 | Q3 2019 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
Conrad Siegel Investment Advisors, Inc. | 1 | 1 | 1.53% | 1.53% | 1.53% | Q1 2022 | Q1 2022 | 1 |
GARLAND CAPITAL MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Wick Capital Partners, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2022 | Q1 2022 | 1 |
DOPKINS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q1 2020 | Q1 2020 | 1 |
GRANDFIELD & DODD, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Verum Partners LLC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q3 2023 | Q3 2023 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
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This page lists all the filers that currently own VANGUARD BD INDEX FD INC or have owned VANGUARD BD INDEX FD INC in the past.