Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Windham Capital Management, LLC | 42 | 42 | 0.73% | 2.90% | 6.56% | Q2 2013 | Q3 2023 | 42 |
JMG Financial Group, Ltd. | 42 | 42 | 0.15% | 1.72% | 5.27% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.12% | 0.58% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.02% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.03% | 0.24% | 0.58% | Q2 2013 | Q3 2023 | 42 |
MOLLER WEALTH PARTNERS | 42 | 42 | 1.18% | 4.39% | 10.12% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.00% | 0.59% | 1.91% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.19% | 0.58% | 1.79% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.03% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 42 | 42 | 0.54% | 0.92% | 1.56% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.32% | 0.56% | 1.59% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
GOLDMAN SACHS GROUP INC | 41 | 41 | 0.00% | 0.03% | 0.12% | Q3 2013 | Q3 2023 | 41 |
WASHINGTON TRUST BANK | 41 | 41 | 0.08% | 0.19% | 0.68% | Q3 2013 | Q3 2023 | 41 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 41 | 41 | 0.27% | 6.85% | 10.61% | Q3 2013 | Q3 2023 | 41 |
GOULD ASSET MANAGEMENT LLC /CA/ | 41 | 41 | 0.17% | 1.23% | 4.42% | Q3 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 12 | 0.10% | 0.70% | 2.40% | Q3 2013 | Q3 2023 | 40 |
First Horizon Advisors, Inc. | 40 | 40 | 0.00% | 0.05% | 0.15% | Q4 2013 | Q3 2023 | 40 |
WELLS FARGO & COMPANY/MN | 40 | 40 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q3 2023 | 40 |
TRUST CO OF VERMONT | 40 | 40 | 0.01% | 0.65% | 2.05% | Q4 2013 | Q3 2023 | 40 |
ALESCO ADVISORS LLC | 30 | 10 | 2.78% | 3.70% | 4.74% | Q3 2013 | Q3 2023 | 40 |
Regal Investment Advisors LLC | 27 | 1 | 0.00% | 0.32% | 1.44% | Q2 2013 | Q3 2023 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 39 | 0.00% | 0.20% | 1.30% | Q1 2014 | Q3 2023 | 39 |
North Star Investment Management Corp. | 39 | 39 | 0.02% | 0.97% | 3.16% | Q1 2014 | Q3 2023 | 39 |
Cranbrook Wealth Management, LLC | 39 | 39 | 0.14% | 0.53% | 0.82% | Q1 2014 | Q3 2023 | 39 |
US BANCORP \DE\ | 37 | 2 | 0.00% | 0.04% | 0.11% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.04% | 0.10% | Q1 2014 | Q3 2023 | 39 |
ASSETMARK, INC | 38 | 1 | 0.00% | 0.24% | 1.88% | Q3 2013 | Q3 2023 | 39 |
Sensible Financial Planning & Management, LLC. | 37 | 37 | 0.68% | 3.61% | 13.74% | Q3 2014 | Q3 2023 | 37 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
CITIGROUP INC | 32 | 4 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 36 |
Klingman & Associates, LLC | 36 | 36 | 0.24% | 4.04% | 7.95% | Q4 2014 | Q3 2023 | 36 |
Evanson Asset Management, LLC | 34 | 2 | 0.03% | 0.09% | 0.20% | Q2 2014 | Q3 2023 | 36 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 14 | 1 | 0.00% | 0.12% | 0.52% | Q3 2013 | Q3 2023 | 36 |
Wealth Architects, LLC | 36 | 36 | 0.49% | 0.77% | 1.16% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.12% | Q4 2014 | Q3 2023 | 36 |
FIRST HAWAIIAN BANK | 36 | 36 | 0.16% | 0.82% | 1.81% | Q4 2014 | Q3 2023 | 36 |
Betterment LLC | 36 | 36 | 0.73% | 1.31% | 1.81% | Q4 2014 | Q3 2023 | 36 |
Vigilant Capital Management, LLC | 28 | 8 | 0.00% | 0.20% | 1.15% | Q2 2013 | Q2 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.04% | 0.51% | 0.91% | Q4 2014 | Q3 2023 | 36 |
DUNCKER STREETT & CO INC | 20 | 16 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 36 |
Private Advisor Group, LLC | 31 | 4 | 0.00% | 0.15% | 0.58% | Q4 2013 | Q3 2023 | 36 |
Alaska Permanent Capital Management | 36 | 36 | 2.03% | 3.47% | 6.93% | Q4 2014 | Q3 2023 | 36 |
Mathes Company, Inc. | 25 | 2 | 0.10% | 0.17% | 0.35% | Q4 2013 | Q3 2023 | 35 |
JPMORGAN CHASE & CO | 33 | 2 | 0.00% | 0.03% | 0.13% | Q3 2013 | Q3 2023 | 35 |
Chesley Taft & Associates LLC | 32 | 3 | 0.11% | 0.18% | 0.29% | Q2 2013 | Q3 2023 | 35 |
Barry Investment Advisors, LLC | 35 | 35 | 0.00% | 6.91% | 11.29% | Q1 2015 | Q3 2023 | 35 |
FIDUCIARY TRUST CO | 35 | 35 | 0.14% | 1.37% | 3.12% | Q1 2015 | Q3 2023 | 35 |
Summit Financial Strategies, Inc. | 15 | 9 | 0.06% | 4.89% | 11.61% | Q4 2014 | Q3 2023 | 34 |
WEBSTER BANK, N. A. | 27 | 7 | 0.04% | 1.55% | 3.53% | Q2 2013 | Q3 2023 | 34 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 34 | 34 | 0.03% | 0.82% | 2.54% | Q2 2015 | Q3 2023 | 34 |
Advisory Services Network, LLC | 27 | 7 | 0.01% | 0.14% | 0.41% | Q1 2015 | Q3 2023 | 34 |
Creative Planning | 32 | 1 | 0.00% | 0.04% | 0.16% | Q3 2014 | Q3 2023 | 33 |
LINCOLN NATIONAL CORP | 32 | 1 | 0.02% | 0.06% | 0.11% | Q1 2015 | Q3 2023 | 33 |
Janney Montgomery Scott LLC | 33 | 33 | 0.01% | 0.04% | 0.11% | Q3 2015 | Q3 2023 | 33 |
Trust Co | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 33 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2023 | 32 |
Cetera Advisors LLC | 17 | 3 | 0.01% | 0.16% | 0.34% | Q3 2013 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.06% | 0.13% | 0.33% | Q4 2015 | Q3 2023 | 32 |
Cetera Advisor Networks LLC | 21 | 11 | 0.01% | 0.06% | 0.22% | Q3 2013 | Q3 2023 | 32 |
Willow Creek Wealth Management Inc. | 30 | 2 | 0.10% | 0.38% | 0.54% | Q3 2015 | Q3 2023 | 32 |
SPC Financial, Inc. | 22 | 10 | 0.05% | 0.81% | 3.73% | Q2 2013 | Q3 2023 | 32 |
Capital Investment Services of America, Inc. | 32 | 32 | 0.04% | 0.05% | 0.07% | Q4 2015 | Q3 2023 | 32 |
HighTower Advisors, LLC | 20 | 11 | 0.00% | 0.12% | 0.29% | Q4 2015 | Q3 2023 | 31 |
Modera Wealth Management, LLC | 24 | 7 | 0.02% | 0.98% | 5.06% | Q4 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.14% | Q4 2015 | Q3 2023 | 31 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 31 | 31 | 0.02% | 0.05% | 0.15% | Q1 2016 | Q3 2023 | 31 |
Granite Investment Advisors, LLC | 31 | 31 | 0.22% | 0.81% | 1.36% | Q1 2014 | Q3 2021 | 31 |
BlackRock Inc. | 31 | 31 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2023 | 31 |
Avior Wealth Management, LLC | 25 | 6 | 0.04% | 0.12% | 0.25% | Q4 2015 | Q3 2023 | 31 |
FARMERS & MERCHANTS INVESTMENTS INC | 31 | 31 | 0.10% | 0.46% | 0.85% | Q1 2016 | Q3 2023 | 31 |
New England Private Wealth Advisors LLC | 27 | 3 | 0.04% | 0.06% | 0.09% | Q4 2015 | Q3 2023 | 30 |
CABOT WEALTH MANAGEMENT INC | 19 | 11 | 0.05% | 0.47% | 1.52% | Q3 2013 | Q3 2022 | 30 |
SCOTIA CAPITAL INC. | 30 | 30 | 0.00% | 0.05% | 0.12% | Q2 2016 | Q3 2023 | 30 |
Geneos Wealth Management Inc. | 22 | 8 | 0.00% | 0.14% | 0.28% | Q1 2016 | Q3 2023 | 30 |
CAHILL FINANCIAL ADVISORS INC | 30 | 30 | 0.09% | 0.16% | 0.21% | Q2 2016 | Q3 2023 | 30 |
Sigma Planning Corp | 25 | 4 | 0.03% | 0.05% | 0.17% | Q4 2015 | Q3 2023 | 29 |
Zhang Financial LLC | 21 | 8 | 0.03% | 0.13% | 0.24% | Q2 2014 | Q4 2022 | 29 |
First Allied Advisory Services, Inc. | 29 | 29 | 0.03% | 0.33% | 0.63% | Q3 2013 | Q3 2020 | 29 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 29 |
CAPTRUST FINANCIAL ADVISORS | 26 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 29 |
BLAIR WILLIAM & CO/IL | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.05% | 0.12% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.29% | 0.65% | 1.02% | Q4 2016 | Q3 2023 | 28 |
Cedar Wealth Management, LLC | 28 | 28 | 0.19% | 1.11% | 2.34% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.17% | 0.28% | 0.63% | Q1 2016 | Q4 2022 | 28 |
Ifrah Financial Services, Inc. | 28 | 28 | 0.57% | 0.70% | 1.23% | Q4 2016 | Q3 2023 | 28 |
Freedom Investment Management, Inc. | 28 | 28 | 0.05% | 0.27% | 0.61% | Q4 2016 | Q3 2023 | 28 |
Baird Financial Group, Inc. | 16 | 4 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 28 |
FDx Advisors, Inc. | 24 | 1 | 0.01% | 0.34% | 1.07% | Q2 2015 | Q3 2023 | 28 |
Stratos Wealth Partners, LTD. | 28 | 28 | 0.01% | 0.02% | 0.11% | Q4 2016 | Q3 2023 | 28 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 19 | 9 | 0.00% | 0.04% | 0.09% | Q2 2015 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.05% | 0.40% | 1.19% | Q4 2016 | Q3 2023 | 28 |
Pekin Hardy Strauss, Inc. | 27 | 27 | 0.04% | 0.32% | 0.68% | Q1 2017 | Q3 2023 | 27 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 27 | 27 | 0.00% | 0.90% | 1.23% | Q1 2017 | Q3 2023 | 27 |
Stratford Consulting, LLC | 16 | 11 | 0.15% | 0.34% | 0.51% | Q2 2013 | Q1 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.08% | 0.25% | Q2 2013 | Q4 2019 | 27 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 18 | 9 | 0.09% | 0.96% | 3.82% | Q4 2016 | Q3 2023 | 27 |
NORTHEAST INVESTMENT MANAGEMENT | 18 | 1 | 0.04% | 0.08% | 0.28% | Q2 2013 | Q3 2023 | 27 |
JANE STREET GROUP, LLC | 13 | 1 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q3 2023 | 27 |
Newman Dignan & Sheerar, Inc. | 17 | 10 | 0.01% | 0.22% | 1.83% | Q2 2016 | Q1 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.02% | 0.09% | 0.26% | Q1 2017 | Q3 2023 | 27 |
Kohmann Bosshard Financial Services, LLC | 25 | 2 | 1.42% | 2.75% | 4.43% | Q4 2016 | Q3 2023 | 27 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 14 | 12 | 0.01% | 0.12% | 0.28% | Q3 2016 | Q3 2023 | 26 |
CAPE ANN SAVINGS BANK | 9 | 1 | 0.19% | 3.43% | 4.79% | Q2 2015 | Q4 2022 | 26 |
Abbrea Capital, LLC | 26 | 26 | 0.09% | 3.94% | 6.63% | Q2 2017 | Q3 2023 | 26 |
Colorado Capital Management, Inc. | 25 | 1 | 0.23% | 3.24% | 5.15% | Q4 2015 | Q3 2023 | 26 |
WEDBUSH SECURITIES INC | 15 | 11 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 26 |
Financial Architects, Inc | 22 | 4 | 0.18% | 1.41% | 3.57% | Q4 2016 | Q2 2023 | 26 |
CHATHAM CAPITAL GROUP, INC. | 26 | 26 | 0.07% | 0.93% | 4.26% | Q2 2017 | Q3 2023 | 26 |
Ballentine Partners, LLC | 26 | 26 | 0.01% | 0.25% | 0.58% | Q2 2017 | Q3 2023 | 26 |
Chicago Partners Investment Group LLC | 25 | 1 | 0.06% | 0.09% | 0.15% | Q1 2017 | Q3 2023 | 26 |
Valmark Advisers, Inc. | 25 | 25 | 1.62% | 4.66% | 6.49% | Q3 2017 | Q3 2023 | 25 |
EFG Asset Management (Americas) Corp. | 25 | 25 | 0.05% | 0.46% | 1.42% | Q1 2017 | Q1 2023 | 25 |
Horan Securities, Inc. | 18 | 7 | 0.05% | 1.28% | 4.38% | Q1 2017 | Q2 2023 | 25 |
Morningstar Investment Services LLC | 21 | 4 | 0.00% | 0.21% | 0.40% | Q3 2016 | Q3 2023 | 25 |
REDW Wealth LLC | 24 | 1 | 0.20% | 0.62% | 1.65% | Q1 2017 | Q3 2023 | 25 |
Transamerica Financial Advisors, Inc. | 15 | 1 | 0.00% | 0.50% | 2.31% | Q2 2015 | Q3 2023 | 25 |
Global Retirement Partners, LLC | 13 | 5 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q3 2023 | 25 |
Somerset Group LLC | 13 | 12 | 0.21% | 1.03% | 2.55% | Q2 2013 | Q3 2023 | 25 |
CWM, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
WESBANCO BANK INC | 11 | 3 | 0.02% | 0.09% | 0.26% | Q1 2017 | Q3 2023 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2020 | 25 |
Larson Financial Group LLC | 24 | 24 | 0.15% | 0.94% | 1.69% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.08% | 0.37% | Q4 2017 | Q3 2023 | 24 |
DEUTSCHE BANK AG\ | 23 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 24 |
PINNACLE ASSOCIATES LTD | 15 | 9 | 0.01% | 0.02% | 0.07% | Q1 2016 | Q3 2022 | 24 |
Private Harbour Investment Management & Counsel, LLC | 24 | 24 | 0.24% | 0.51% | 0.82% | Q4 2017 | Q3 2023 | 24 |
Lutz Financial Services LLC | 24 | 24 | 0.55% | 2.64% | 5.48% | Q4 2017 | Q3 2023 | 24 |
Successful Portfolios LLC | 24 | 24 | 0.30% | 1.43% | 2.70% | Q4 2017 | Q3 2023 | 24 |
D'Orazio & Associates, Inc. | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2021 | 24 |
AXA S.A. | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2019 | 24 |
TOMPKINS FINANCIAL CORP | 12 | 1 | 0.02% | 0.62% | 3.68% | Q2 2013 | Q4 2023 | 24 |
FIFTH THIRD BANCORP | 23 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 24 |
BOKF, NA | 15 | 9 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 24 |
MASSMUTUAL TRUST CO FSB/ADV | 24 | 24 | 0.01% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Gradient Capital Advisors, LLC | 24 | 24 | 2.96% | 5.38% | 8.58% | Q4 2017 | Q3 2023 | 24 |
Columbus Macro, LLC | 24 | 24 | 0.27% | 1.93% | 4.91% | Q4 2017 | Q3 2023 | 24 |
Alaska Wealth Advisors | 24 | 24 | 1.53% | 3.00% | 4.33% | Q4 2017 | Q3 2023 | 24 |
Ledyard National Bank | 24 | 24 | 0.02% | 0.41% | 0.84% | Q4 2017 | Q3 2023 | 24 |
Northwest Capital Management Inc | 24 | 24 | 0.12% | 1.82% | 6.14% | Q4 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 6 | 0.00% | 0.05% | 0.30% | Q2 2017 | Q3 2023 | 24 |
AE Wealth Management LLC | 24 | 24 | 0.01% | 0.05% | 0.43% | Q4 2017 | Q3 2023 | 24 |
C M BIDWELL & ASSOCIATES LTD | 24 | 24 | 0.18% | 1.80% | 3.10% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.06% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Simplicity Solutions, LLC | 24 | 24 | 0.01% | 0.23% | 1.08% | Q4 2017 | Q3 2023 | 24 |
PETTYJOHN, WOOD & WHITE, INC | 24 | 24 | 0.06% | 0.09% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Carroll Financial Associates, Inc. | 24 | 24 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2021 | 24 |
Capital Analysts, LLC | 22 | 1 | 0.00% | 0.53% | 2.47% | Q4 2016 | Q3 2023 | 23 |
Westover Capital Advisors, LLC | 15 | 8 | 0.25% | 1.00% | 1.80% | Q1 2014 | Q4 2022 | 23 |
Whitegate Investment Counselors, Inc. | 15 | 1 | 0.08% | 0.96% | 3.76% | Q1 2014 | Q3 2023 | 23 |
JNBA Financial Advisors | 20 | 3 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 23 |
CREDIT SUISSE AG/ | 20 | 3 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2022 | 23 |
Patriot Financial Group Insurance Agency, LLC | 14 | 3 | 0.00% | 0.06% | 0.14% | Q2 2017 | Q3 2023 | 23 |
Northstar Group, Inc. | 23 | 23 | 0.61% | 2.05% | 2.72% | Q1 2018 | Q3 2023 | 23 |
Banco Santander, S.A. | 23 | 23 | 0.12% | 0.34% | 0.60% | Q1 2018 | Q3 2023 | 23 |
SIGNATUREFD, LLC | 21 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q2 2023 | 23 |
Quantum Capital Management, LLC / NJ | 23 | 23 | 0.68% | 1.46% | 2.07% | Q1 2017 | Q3 2022 | 23 |
Aries Wealth Management | 17 | 6 | 0.19% | 0.47% | 0.88% | Q4 2017 | Q3 2023 | 23 |
Motley Fool Wealth Management, LLC | 23 | 23 | 0.02% | 0.07% | 0.15% | Q1 2018 | Q3 2023 | 23 |
Garde Capital, Inc. | 23 | 23 | 0.17% | 1.52% | 3.17% | Q4 2014 | Q2 2020 | 23 |
Symmetry Partners, LLC | 19 | 4 | 0.38% | 0.82% | 1.36% | Q4 2016 | Q4 2023 | 23 |
McCollum Christoferson Group LLC | 22 | 22 | 0.16% | 1.59% | 3.69% | Q2 2018 | Q3 2023 | 22 |
Parallax Volatility Advisers, L.P. | 19 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2021 | 22 |
Belpointe Asset Management LLC | 17 | 5 | 0.04% | 0.26% | 1.06% | Q1 2018 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Roble, Belko & Company, Inc | 22 | 22 | 1.46% | 3.78% | 5.39% | Q2 2018 | Q3 2023 | 22 |
180 WEALTH ADVISORS, LLC | 22 | 22 | 0.05% | 0.09% | 0.15% | Q4 2017 | Q1 2023 | 22 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
CHOREO, LLC | 22 | 22 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q2 2022 | 22 |
Gradient Investments LLC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 22 |
Fieldpoint Private Securities, LLC | 22 | 22 | 0.20% | 0.43% | 0.84% | Q1 2017 | Q2 2022 | 22 |
Perigon Wealth Management, LLC | 15 | 1 | 0.00% | 0.11% | 0.40% | Q3 2011 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.08% | 0.29% | Q3 2018 | Q3 2023 | 21 |
Janney Capital Management LLC | 21 | 21 | 0.02% | 0.74% | 1.90% | Q3 2018 | Q3 2023 | 21 |
Smith & Howard Wealth Management, LLC | 18 | 3 | 0.08% | 2.78% | 7.43% | Q1 2018 | Q3 2023 | 21 |
STEEL GROVE CAPITAL ADVISORS, LLC | 11 | 10 | 0.06% | 0.17% | 0.34% | Q1 2016 | Q1 2023 | 21 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 18 | 3 | 0.53% | 1.04% | 1.97% | Q2 2013 | Q1 2019 | 21 |
Relative Value Partners Group, LLC | 14 | 2 | 0.03% | 0.08% | 0.21% | Q2 2017 | Q3 2023 | 21 |
Mosaic Financial Partners, Inc. | 21 | 21 | 1.00% | 6.98% | 9.06% | Q2 2013 | Q2 2018 | 21 |
FIRST INTERSTATE BANK | 8 | 6 | 0.01% | 0.11% | 0.45% | Q2 2013 | Q3 2023 | 21 |
Vectors Research Management, LLC | 21 | 21 | 0.43% | 3.75% | 7.76% | Q3 2018 | Q3 2023 | 21 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.06% | 0.22% | Q3 2017 | Q3 2023 | 21 |
MainStreet Investment Advisors LLC | 21 | 21 | 0.07% | 0.27% | 0.75% | Q4 2017 | Q4 2022 | 21 |
White Lighthouse Investment Management Inc. | 21 | 21 | 0.40% | 1.10% | 1.83% | Q3 2018 | Q3 2023 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 21 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.20% | 0.48% | Q2 2016 | Q4 2021 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.08% | 0.13% | Q3 2018 | Q3 2023 | 21 |
Veritable, L.P. | 21 | 21 | 0.01% | 0.11% | 0.39% | Q2 2018 | Q2 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.11% | 0.21% | 0.31% | Q1 2017 | Q3 2023 | 21 |
Private Ocean, LLC | 20 | 20 | 0.01% | 0.15% | 2.07% | Q4 2018 | Q3 2023 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.30% | 0.89% | 1.92% | Q4 2018 | Q3 2023 | 20 |
VANGUARD GROUP INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 20 |
Wealthspire Advisors, LLC | 20 | 20 | 0.11% | 0.28% | 0.59% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.15% | 1.48% | 2.98% | Q4 2018 | Q3 2023 | 20 |
CALTON & ASSOCIATES, INC. | 19 | 1 | 0.02% | 0.14% | 0.30% | Q4 2017 | Q2 2023 | 20 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.13% | 0.40% | Q2 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.53% | 1.25% | Q1 2018 | Q3 2023 | 20 |
ALPS ADVISORS INC | 11 | 9 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.09% | 0.32% | Q4 2018 | Q3 2023 | 20 |
Elwood & Goetz Wealth Advisory Group, LLC | 20 | 20 | 3.69% | 10.93% | 16.10% | Q4 2018 | Q3 2023 | 20 |
ASPIRIANT, LLC | 12 | 2 | 0.04% | 0.21% | 0.71% | Q4 2013 | Q2 2019 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.21% | 0.46% | 0.77% | Q4 2018 | Q3 2023 | 20 |
Sandy Spring Bank | 12 | 8 | 0.00% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 20 |
V Wealth Advisors LLC | 17 | 1 | 0.04% | 0.33% | 0.60% | Q2 2016 | Q4 2021 | 20 |
Money Design Co.,Ltd. | 20 | 20 | 0.02% | 0.98% | 1.84% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.10% | 0.20% | 0.32% | Q4 2017 | Q3 2022 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.11% | 0.34% | Q4 2015 | Q3 2020 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 0.97% | 2.21% | 2.72% | Q4 2018 | Q3 2023 | 20 |
Tortoise Investment Management, LLC | 19 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 20 |
ACG Wealth | 20 | 20 | 0.05% | 0.28% | 0.66% | Q4 2017 | Q3 2022 | 20 |
Kovack Advisors, Inc. | 17 | 2 | 0.06% | 0.25% | 0.60% | Q2 2018 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.23% | 1.34% | Q3 2018 | Q3 2023 | 19 |
TCI Wealth Advisors, Inc. | 18 | 1 | 0.01% | 0.04% | 0.19% | Q4 2017 | Q1 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Cresset Asset Management, LLC | 17 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 19 |
Stratos Investment Management, LLC | 19 | 19 | 0.61% | 1.14% | 1.88% | Q1 2019 | Q3 2023 | 19 |
IHT Wealth Management, LLC | 10 | 4 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 19 |
FinTrust Capital Advisors, LLC | 10 | 9 | 0.01% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 19 |
Brand Asset Management Group, Inc. | 19 | 19 | 0.07% | 0.11% | 0.14% | Q1 2019 | Q3 2023 | 19 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2022 | 19 |
Hudock, Inc. | 19 | 19 | 0.02% | 0.34% | 1.68% | Q1 2018 | Q3 2022 | 19 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 12 | 1 | 0.02% | 0.19% | 0.54% | Q3 2013 | Q3 2023 | 19 |
Lenox Wealth Advisors, LLC | 19 | 19 | 0.01% | 0.47% | 0.72% | Q3 2017 | Q1 2022 | 19 |
OneDigital Investment Advisors LLC | 18 | 1 | 0.02% | 0.05% | 0.10% | Q2 2017 | Q3 2023 | 19 |
New Capital Management LP | 18 | 18 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q1 2021 | 18 |
STALEY CAPITAL ADVISERS INC | 18 | 18 | 0.16% | 0.26% | 0.46% | Q1 2018 | Q2 2022 | 18 |
Cypress Capital Group | 18 | 18 | 0.04% | 0.06% | 0.10% | Q2 2018 | Q3 2022 | 18 |
Sowell Financial Services LLC | 17 | 1 | 0.00% | 0.30% | 0.66% | Q3 2017 | Q3 2023 | 18 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 18 | 18 | 0.11% | 0.44% | 0.93% | Q2 2019 | Q3 2023 | 18 |
Bartlett & Co. LLC | 16 | 2 | 0.00% | 0.03% | 0.10% | Q1 2019 | Q4 2023 | 18 |
PLANNING ALTERNATIVES LTD /ADV | 17 | 1 | 0.04% | 0.42% | 0.75% | Q4 2013 | Q2 2018 | 18 |
LEUTHOLD GROUP, LLC | 11 | 7 | 0.28% | 1.32% | 3.38% | Q4 2017 | Q3 2023 | 18 |
Archer Investment Corp | 18 | 18 | 0.00% | 0.07% | 0.18% | Q2 2019 | Q3 2023 | 18 |
Alexandria Capital, LLC | 12 | 6 | 0.00% | 0.05% | 0.11% | Q4 2014 | Q3 2021 | 18 |
HUNTINGTON NATIONAL BANK | 17 | 1 | 0.00% | 0.03% | 0.09% | Q4 2015 | Q3 2023 | 18 |
Cypress Capital, LLC | 9 | 4 | 3.10% | 5.58% | 9.61% | Q4 2018 | Q3 2023 | 18 |
L. Roy Papp & Associates, LLP | 18 | 18 | 0.39% | 0.63% | 0.79% | Q2 2019 | Q3 2023 | 18 |
Morningstar Investment Management LLC | 15 | 3 | 0.71% | 2.87% | 8.44% | Q4 2018 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Clarus Wealth Advisors | 18 | 18 | 0.17% | 0.29% | 0.47% | Q4 2017 | Q1 2022 | 18 |
Blume Capital Management, Inc. | 17 | 17 | 0.04% | 3.25% | 8.39% | Q3 2019 | Q3 2023 | 17 |
Florin Court Capital LLP | 8 | 2 | 1.14% | 5.72% | 15.81% | Q2 2018 | Q3 2023 | 17 |
Western Wealth Management, LLC | 8 | 4 | 0.03% | 0.08% | 0.32% | Q4 2018 | Q3 2023 | 17 |
Retirement Planning Group, LLC | 17 | 17 | 0.06% | 2.96% | 3.95% | Q2 2013 | Q2 2017 | 17 |
Old North State Trust, LLC | 11 | 6 | 0.03% | 0.11% | 0.20% | Q3 2018 | Q1 2023 | 17 |
Kistler-Tiffany Companies, LLC | 9 | 1 | 0.01% | 0.05% | 0.15% | Q1 2015 | Q2 2023 | 17 |
Aspire Private Capital, LLC | 12 | 5 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 17 |
HM PAYSON & CO | 17 | 17 | 0.03% | 0.07% | 0.14% | Q3 2019 | Q3 2023 | 17 |
WEALTHFRONT Corp | 17 | 17 | 0.05% | 0.14% | 0.24% | Q3 2014 | Q3 2018 | 17 |
Renaissance Technologies | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 17 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17 | 17 | 0.06% | 0.36% | 1.03% | Q2 2018 | Q2 2022 | 17 |
Unison Advisors LLC | 10 | 2 | 0.05% | 0.88% | 1.84% | Q4 2017 | Q3 2023 | 17 |
Adventist Health System/ West | 17 | 17 | 2.99% | 7.16% | 10.95% | Q3 2019 | Q3 2023 | 17 |
Ameritas Investment Partners, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
State of Tennessee, Treasury Department | 17 | 17 | 0.08% | 0.17% | 0.26% | Q1 2015 | Q1 2019 | 17 |
Pinnacle Wealth Management Advisory Group, LLC | 10 | 7 | 0.04% | 0.19% | 0.58% | Q1 2017 | Q3 2022 | 17 |
Beacon Capital Management, Inc. | 17 | 17 | 0.00% | 1.63% | 5.33% | Q2 2019 | Q2 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
RIVERSEDGE ADVISORS, LLC | 17 | 17 | 0.11% | 1.21% | 1.73% | Q2 2019 | Q2 2023 | 17 |
HNP Capital LLC | 12 | 5 | 0.46% | 3.96% | 7.62% | Q4 2018 | Q1 2023 | 17 |
AMI INVESTMENT MANAGEMENT INC | 17 | 17 | 0.09% | 0.14% | 0.19% | Q1 2019 | Q1 2023 | 17 |
OLD DOMINION CAPITAL MANAGEMENT INC | 13 | 4 | 0.08% | 5.83% | 9.24% | Q4 2015 | Q3 2021 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 17 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.01% | 0.47% | 1.32% | Q2 2016 | Q3 2023 | 16 |
LPWM LLC | 16 | 16 | 3.51% | 4.03% | 4.70% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.42% | 1.09% | 1.33% | Q4 2019 | Q3 2023 | 16 |
Deane Retirement Strategies, Inc. | 13 | 3 | 3.19% | 10.39% | 16.54% | Q3 2016 | Q3 2023 | 16 |
Strategic Investment Advisors / MI | 16 | 16 | 0.05% | 0.12% | 0.23% | Q4 2019 | Q3 2023 | 16 |
BANK OF STOCKTON | 11 | 5 | 0.09% | 2.02% | 7.02% | Q4 2017 | Q2 2023 | 16 |
Almanack Investment Partners, LLC. | 6 | 2 | 0.54% | 4.03% | 9.91% | Q1 2018 | Q3 2023 | 16 |
NORTHERN TRUST CORP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 16 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 16 | 16 | 1.15% | 2.64% | 4.41% | Q4 2019 | Q3 2023 | 16 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2019 | 16 |
Portland Global Advisors LLC | 16 | 16 | 2.08% | 2.58% | 3.28% | Q4 2019 | Q3 2023 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.84% | 1.48% | 2.32% | Q4 2019 | Q3 2023 | 16 |
Maltin Wealth Management, Inc. | 16 | 16 | 0.88% | 1.30% | 1.67% | Q4 2019 | Q3 2023 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q4 2022 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
NKCFO LLC | 16 | 16 | 6.51% | 17.70% | 36.93% | Q4 2018 | Q3 2022 | 16 |
ATLAS CAPITAL ADVISORS LLC | 6 | 1 | 0.03% | 0.30% | 0.95% | Q1 2018 | Q3 2023 | 16 |
Cutler Group LLC / CA | 7 | 2 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q3 2022 | 16 |
Keystone Financial Group | 13 | 1 | 0.05% | 0.40% | 1.19% | Q4 2017 | Q3 2023 | 16 |
Northwest Quadrant Wealth Management, LLC | 16 | 16 | 4.25% | 5.94% | 8.90% | Q4 2018 | Q3 2022 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.04% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 16 |
REILLY FINANCIAL ADVISORS, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 16 |
Baldrige Asset Management LLC | 12 | 4 | 0.08% | 0.13% | 0.16% | Q1 2019 | Q1 2023 | 16 |
BANK OF MONTREAL /CAN/ | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.03% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Merriman Wealth Management, LLC | 15 | 15 | 0.03% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 15 |
EXENCIAL WEALTH ADVISORS, LLC | 14 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.65% | 1.77% | 3.51% | Q1 2020 | Q4 2023 | 15 |
Elmwood Wealth Management, Inc. | 6 | 2 | 0.10% | 0.73% | 2.00% | Q1 2018 | Q3 2022 | 15 |
Sunburst Financial Group, LLC | 15 | 15 | 0.08% | 0.24% | 0.40% | Q4 2019 | Q2 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
MGO ONE SEVEN LLC | 15 | 15 | 0.04% | 0.20% | 0.63% | Q1 2020 | Q3 2023 | 15 |
CAMG Solamere Management, LLC | 15 | 15 | 1.02% | 1.71% | 2.18% | Q1 2018 | Q3 2021 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Valeo Financial Advisors, LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q1 2022 | 15 |
AdvisorNet Financial, Inc | 13 | 1 | 0.00% | 0.80% | 2.17% | Q2 2018 | Q3 2023 | 15 |
Capital Asset Advisory Services LLC | 11 | 4 | 0.11% | 0.68% | 1.75% | Q4 2019 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
AdvicePeriod, LLC | 15 | 15 | 0.14% | 0.27% | 0.37% | Q4 2017 | Q2 2021 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 0.41% | 0.53% | 0.72% | Q4 2019 | Q3 2023 | 15 |
Narwhal Capital Management | 15 | 15 | 0.10% | 0.26% | 0.36% | Q2 2014 | Q4 2017 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 10 | 5 | 0.00% | 0.07% | 0.22% | Q4 2019 | Q3 2023 | 15 |
Benchmark Wealth Management, LLC | 15 | 15 | 0.16% | 0.36% | 0.53% | Q4 2019 | Q2 2023 | 15 |
MPS Loria Financial Planners, LLC | 15 | 15 | 0.10% | 0.22% | 0.39% | Q2 2017 | Q4 2020 | 15 |
M&T BANK CORP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.09% | 0.15% | 0.27% | Q1 2020 | Q3 2023 | 15 |
JAMES INVESTMENT RESEARCH INC | 14 | 1 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q4 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
Petix & Botte Co | 12 | 3 | 0.22% | 0.37% | 0.64% | Q4 2019 | Q3 2023 | 15 |
SkyOak Wealth, LLC | 14 | 1 | 0.07% | 0.14% | 0.19% | Q4 2019 | Q3 2023 | 15 |
Bangor Savings Bank | 9 | 6 | 0.00% | 0.65% | 2.08% | Q3 2013 | Q3 2023 | 15 |
Arkadios Wealth Advisors | 8 | 7 | 0.01% | 0.17% | 0.78% | Q4 2019 | Q3 2023 | 15 |
1834 INVESTMENT ADVISORS CO | 13 | 2 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 15 |
Patten Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.08% | Q2 2015 | Q4 2018 | 15 |
Jentner Corp | 15 | 15 | 0.56% | 13.79% | 18.32% | Q4 2016 | Q2 2020 | 15 |
Pasadena Private Wealth, LLC | 15 | 15 | 0.10% | 2.67% | 4.96% | Q1 2020 | Q3 2023 | 15 |
Mutual Advisors, LLC | 13 | 1 | 0.03% | 0.10% | 0.39% | Q2 2019 | Q3 2023 | 15 |
Asset Dedication, LLC | 8 | 2 | 0.01% | 0.21% | 0.96% | Q2 2018 | Q3 2023 | 15 |
HAYS ADVISORY LLC | 8 | 6 | 0.14% | 0.98% | 3.77% | Q3 2014 | Q3 2018 | 14 |
Continuum Advisory, LLC | 14 | 14 | 0.27% | 0.35% | 0.47% | Q2 2020 | Q3 2023 | 14 |
Argentus Capital Management, LLC | 14 | 14 | 0.00% | 0.23% | 0.43% | Q2 2013 | Q3 2016 | 14 |
EP Wealth Advisors, LLC | 11 | 3 | 0.00% | 0.04% | 0.39% | Q1 2020 | Q3 2023 | 14 |
EPG Wealth Management LLC | 11 | 3 | 0.74% | 3.77% | 6.49% | Q4 2019 | Q3 2023 | 14 |
Cedar Brook Financial Partners, LLC | 10 | 1 | 0.08% | 0.12% | 0.16% | Q1 2019 | Q3 2023 | 14 |
Executive Wealth Management, LLC | 13 | 1 | 0.00% | 2.49% | 4.12% | Q1 2019 | Q3 2023 | 14 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 14 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
Virtu KCG Holdings LLC | 10 | 4 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q1 2017 | 14 |
ELM ADVISORS, LLC | 13 | 1 | 0.13% | 0.25% | 0.68% | Q3 2018 | Q1 2022 | 14 |
VERITY Wealth Advisors | 9 | 5 | 0.17% | 0.36% | 0.55% | Q4 2018 | Q4 2023 | 14 |
Intellectus Partners, LLC | 14 | 14 | 0.18% | 0.42% | 0.57% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
SENTINEL PENSION ADVISORS INC | 10 | 4 | 0.30% | 0.47% | 0.69% | Q1 2020 | Q3 2023 | 14 |
Heritage Trust Co | 14 | 14 | 0.05% | 0.57% | 0.88% | Q2 2020 | Q3 2023 | 14 |
Carmichael Hill & Associates, Inc. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2023 | 14 |
BROWN BROTHERS HARRIMAN & CO | 9 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 14 |
Dynamic Advisor Solutions LLC | 14 | 14 | 0.06% | 0.27% | 0.57% | Q2 2020 | Q3 2023 | 14 |
Hurlow Wealth Management Group, Inc. | 14 | 14 | 0.32% | 0.97% | 1.27% | Q2 2020 | Q3 2023 | 14 |
AllSquare Wealth Management LLC | 13 | 13 | 0.01% | 0.82% | 1.29% | Q3 2020 | Q3 2023 | 13 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q2 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.01% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 13 |
BARD ASSOCIATES INC | 12 | 1 | 0.06% | 0.96% | 1.40% | Q2 2020 | Q3 2023 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.07% | 0.28% | Q4 2019 | Q4 2022 | 13 |
Virtue Capital Management, LLC | 11 | 2 | 0.00% | 2.12% | 4.53% | Q4 2017 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.08% | 0.22% | 0.51% | Q2 2013 | Q2 2016 | 13 |
Parkside Financial Bank & Trust | 8 | 1 | 0.00% | 0.03% | 0.11% | Q3 2015 | Q4 2022 | 13 |
Stratos Wealth Advisors, LLC | 12 | 1 | 0.05% | 0.27% | 0.44% | Q1 2020 | Q3 2023 | 13 |
Perennial Investment Advisors, LLC | 13 | 13 | 0.21% | 1.12% | 2.49% | Q4 2019 | Q4 2022 | 13 |
SYNOVUS FINANCIAL CORP | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.04% | 0.23% | 0.47% | Q3 2016 | Q3 2019 | 13 |
TD Capital Management LLC | 5 | 4 | 0.00% | 1.37% | 2.92% | Q3 2014 | Q3 2023 | 13 |
SAGE RHINO CAPITAL LLC | 13 | 13 | 0.75% | 1.25% | 3.05% | Q3 2020 | Q3 2023 | 13 |
Column Capital Advisors, LLC | 13 | 13 | 0.08% | 0.54% | 1.12% | Q3 2020 | Q3 2023 | 13 |
ALTFEST L J & CO INC | 13 | 13 | 0.06% | 2.20% | 3.51% | Q3 2020 | Q3 2023 | 13 |
Allworth Financial LP | 11 | 1 | 0.00% | 0.06% | 0.18% | Q1 2015 | Q3 2023 | 13 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 0.09% | 0.17% | 0.32% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.10% | 0.26% | Q3 2020 | Q3 2023 | 13 |
Parsec Financial Management, Inc. | 13 | 13 | 0.06% | 0.19% | 0.33% | Q1 2020 | Q1 2023 | 13 |
LEVEL FOUR ADVISORY SERVICES, LLC | 9 | 1 | 0.02% | 0.06% | 0.13% | Q1 2017 | Q3 2023 | 13 |
Sugarloaf Wealth Management, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2022 | 13 |
Summit Global Investments | 11 | 1 | 0.07% | 0.45% | 0.72% | Q4 2016 | Q3 2023 | 13 |
Highlander Capital Management, LLC | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
HOWARD WEALTH MANAGEMENT, LLC | 12 | 1 | 0.01% | 0.72% | 1.04% | Q4 2019 | Q2 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 2.18% | 10.34% | 18.78% | Q3 2020 | Q3 2023 | 13 |
Prestige Wealth Management Group LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
FRANKLIN RESOURCES INC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Arbor Investment Advisors, LLC | 13 | 13 | 0.12% | 0.63% | 1.82% | Q3 2020 | Q3 2023 | 13 |
Nikulski Financial, Inc. | 13 | 13 | 0.18% | 0.51% | 0.71% | Q3 2020 | Q3 2023 | 13 |
Baron Financial Group, LLC | 13 | 13 | 2.64% | 8.56% | 11.51% | Q3 2020 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.26% | 0.39% | 0.69% | Q4 2020 | Q4 2023 | 13 |
Avidian Wealth Solutions, LLC | 11 | 2 | 0.01% | 0.98% | 3.11% | Q3 2019 | Q4 2022 | 13 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2022 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Ausdal Financial Partners, Inc. | 11 | 1 | 0.02% | 0.23% | 0.52% | Q4 2015 | Q4 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
NWAM LLC | 6 | 1 | 0.01% | 0.21% | 0.66% | Q1 2019 | Q2 2022 | 12 |
Crabel Capital Management, LLC | 4 | 2 | 0.11% | 0.29% | 0.68% | Q1 2018 | Q3 2023 | 12 |
MONARCH CAPITAL MANAGEMENT INC/ | 12 | 12 | 0.41% | 1.12% | 1.65% | Q4 2020 | Q3 2023 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.29% | 0.45% | 0.53% | Q2 2013 | Q1 2016 | 12 |
WHITTIER TRUST CO OF NEVADA INC | 12 | 12 | 0.02% | 0.08% | 0.29% | Q3 2020 | Q2 2023 | 12 |
Veery Capital, LLC | 12 | 12 | 0.58% | 0.70% | 0.86% | Q4 2020 | Q3 2023 | 12 |
IndexIQ Advisors LLC | 12 | 12 | 0.00% | 0.38% | 1.70% | Q1 2017 | Q4 2019 | 12 |
N.E.W. Advisory Services LLC | 12 | 12 | 0.04% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Hunter Perkins Capital Management, LLC | 12 | 12 | 0.04% | 0.25% | 0.42% | Q4 2020 | Q3 2023 | 12 |
US FINANCIAL ADVISORS, LLC | 12 | 12 | 0.53% | 0.89% | 1.18% | Q4 2020 | Q3 2023 | 12 |
Compton Financial Group, LLC | 12 | 12 | 8.84% | 10.26% | 11.55% | Q4 2020 | Q3 2023 | 12 |
Roundview Capital LLC | 12 | 12 | 0.08% | 0.43% | 0.67% | Q4 2020 | Q3 2023 | 12 |
Red Wave Investments LLC | 12 | 12 | 0.14% | 0.18% | 0.28% | Q4 2020 | Q3 2023 | 12 |
McLean Asset Management Corp | 12 | 12 | 0.12% | 0.24% | 0.43% | Q1 2021 | Q4 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Center For Asset Management LLC | 12 | 12 | 0.57% | 0.67% | 0.76% | Q4 2020 | Q3 2023 | 12 |
Hemington Wealth Management | 12 | 12 | 0.42% | 0.69% | 0.99% | Q4 2020 | Q3 2023 | 12 |
Gratus Capital, LLC | 11 | 1 | 0.02% | 0.94% | 2.82% | Q4 2019 | Q1 2023 | 12 |
J.W. COLE ADVISORS, INC. | 11 | 1 | 0.02% | 0.44% | 1.25% | Q2 2020 | Q3 2023 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 1.03% | 4.12% | 6.33% | Q4 2020 | Q3 2023 | 12 |
IEQ CAPITAL, LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2022 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.23% | 1.06% | 1.57% | Q4 2020 | Q3 2023 | 12 |
Rosenberg Matthew Hamilton | 12 | 12 | 0.02% | 0.39% | 1.06% | Q4 2020 | Q3 2023 | 12 |
OLD NATIONAL BANCORP /IN/ | 7 | 5 | 0.01% | 0.26% | 0.80% | Q1 2018 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 3.93% | 4.50% | 5.03% | Q4 2020 | Q3 2023 | 12 |
Kovitz Investment Group Partners, LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q1 2023 | 12 |
Prudent Man Advisors, LLC | 12 | 12 | 0.10% | 0.13% | 0.15% | Q4 2020 | Q3 2023 | 12 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.09% | 0.20% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Radnor Capital Management, LLC | 5 | 1 | 0.06% | 0.20% | 0.26% | Q4 2019 | Q3 2023 | 12 |
ANCHOR CAPITAL ADVISORS LLC | 12 | 12 | 0.03% | 0.20% | 0.34% | Q3 2020 | Q2 2023 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.09% | 0.14% | 0.24% | Q4 2020 | Q3 2023 | 12 |
ANDERSON HOAGLAND & CO | 12 | 12 | 0.58% | 2.58% | 3.95% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Private Capital Group, LLC | 7 | 2 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q1 2022 | 12 |
AMG National Trust Bank | 12 | 12 | 0.01% | 0.20% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Sicart Associates LLC | 12 | 12 | 0.09% | 0.31% | 0.64% | Q3 2019 | Q2 2022 | 12 |
B. Riley Financial, Inc. | 12 | 12 | 0.49% | 1.05% | 1.76% | Q4 2015 | Q3 2018 | 12 |
BOSTON FAMILY OFFICE LLC | 12 | 12 | 0.39% | 0.57% | 0.67% | Q4 2020 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 7 | 1 | 0.01% | 0.15% | 0.40% | Q2 2020 | Q3 2023 | 12 |
BESSEMER GROUP INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 12 |
Johnson Bixby & Associates, LLC | 12 | 12 | 0.24% | 1.85% | 3.44% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 1.69% | 2.07% | 3.18% | Q4 2020 | Q3 2023 | 12 |
Moors & Cabot, Inc. | 12 | 12 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q4 2022 | 12 |
Independence Bank of Kentucky | 7 | 5 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 12 |
Zeit Capital LLC | 12 | 12 | 1.32% | 1.45% | 1.68% | Q4 2020 | Q3 2023 | 12 |
Live Oak Private Wealth LLC | 11 | 11 | 0.06% | 0.14% | 0.20% | Q2 2020 | Q4 2022 | 11 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10 | 1 | 0.04% | 0.29% | 0.64% | Q4 2020 | Q3 2023 | 11 |
Advisory Alpha, LLC | 11 | 11 | 0.04% | 0.10% | 0.29% | Q1 2021 | Q3 2023 | 11 |
Jacobsen Capital Management | 11 | 11 | 0.91% | 2.05% | 3.51% | Q1 2021 | Q3 2023 | 11 |
Global Wealth Management Investment Advisory, Inc. | 9 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 11 |
Astoria Strategic Wealth, Inc. | 11 | 11 | 5.53% | 7.31% | 8.08% | Q2 2020 | Q4 2022 | 11 |
James Hambro & Partners | 6 | 5 | 0.06% | 0.59% | 1.29% | Q4 2017 | Q4 2020 | 11 |
Atria Investments, Inc | 8 | 3 | 0.01% | 0.11% | 0.30% | Q2 2019 | Q3 2023 | 11 |
HORAN CAPITAL MANAGEMENT | 9 | 2 | 0.05% | 0.22% | 0.47% | Q4 2015 | Q3 2018 | 11 |
Sepio Capital, LP | 11 | 11 | 0.07% | 0.49% | 0.81% | Q1 2021 | Q3 2023 | 11 |
CENTAURUS FINANCIAL, INC. | 10 | 1 | 0.02% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.05% | 0.13% | Q1 2021 | Q3 2023 | 11 |
ClearBridge Investments | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CIBC WORLD MARKET INC. | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 11 |
Highwater Wealth Management, LLC | 11 | 11 | 1.22% | 2.15% | 4.28% | Q1 2017 | Q3 2019 | 11 |
TWIN CAPITAL MANAGEMENT INC | 11 | 11 | 0.43% | 0.48% | 0.54% | Q3 2013 | Q1 2016 | 11 |
Avion Wealth | 11 | 11 | 0.33% | 6.11% | 8.49% | Q1 2021 | Q3 2023 | 11 |
BANK OF NOVA SCOTIA | 10 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 11 |
IFG Advisory, LLC | 10 | 1 | 0.02% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Focused Wealth Management, Inc | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.02% | 0.14% | 0.19% | Q4 2017 | Q2 2020 | 11 |
Madden Advisory Services, Inc. | 5 | 1 | 0.00% | 0.04% | 0.15% | Q4 2013 | Q3 2023 | 11 |
Wellspring Financial Advisors, LLC | 10 | 1 | 0.08% | 0.71% | 1.04% | Q4 2020 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2020 | 11 |
Winch Advisory Services, LLC | 11 | 11 | 0.06% | 0.29% | 0.55% | Q1 2021 | Q3 2023 | 11 |
WFG Advisors, LP | 8 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2017 | 11 |
Verus Financial Partners, Inc. | 11 | 11 | 0.10% | 2.19% | 3.87% | Q1 2021 | Q3 2023 | 11 |
Secure Asset Management, LLC | 11 | 11 | 0.75% | 2.02% | 3.11% | Q1 2021 | Q3 2023 | 11 |
NewEdge Advisors, LLC | 9 | 1 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 11 |
B. Riley Wealth Management, Inc. | 7 | 4 | 0.04% | 1.28% | 12.98% | Q4 2018 | Q2 2022 | 11 |
Clearstead Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 11 |
PrairieView Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Brookstone Capital Management | 9 | 2 | 0.01% | 0.02% | 0.11% | Q4 2020 | Q3 2023 | 11 |
OPPENHEIMER & CO INC | 11 | 11 | 0.01% | 0.03% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Apriem Advisors | 11 | 11 | 0.16% | 0.50% | 0.71% | Q1 2021 | Q3 2023 | 11 |
Cypress Wealth Services, LLC | 11 | 11 | 0.24% | 0.89% | 1.35% | Q1 2021 | Q3 2023 | 11 |
Belvedere Trading LLC | 8 | 8 | 0.00% | 0.04% | 0.23% | Q2 2021 | Q1 2023 | 11 |
Tradition Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Integrated Investment Consultants, LLC | 11 | 11 | 0.13% | 0.19% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Brouwer & Janachowski, LLC | 11 | 11 | 5.75% | 9.40% | 11.14% | Q1 2016 | Q3 2018 | 11 |
Efficient Advisors, LLC | 8 | 3 | 0.95% | 2.06% | 2.79% | Q4 2020 | Q3 2023 | 11 |
Diversified Portfolios, Inc. | 8 | 3 | 0.05% | 0.43% | 0.72% | Q3 2020 | Q2 2023 | 11 |
ELEMENT POINTE ADVISORS, LLC | 7 | 1 | 0.12% | 0.18% | 0.25% | Q4 2018 | Q3 2022 | 11 |
Oak Harvest Investment Services | 10 | 1 | 0.05% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 11 |
HANSEATIC MANAGEMENT SERVICES INC | 11 | 11 | 9.73% | 18.05% | 32.09% | Q1 2021 | Q3 2023 | 11 |
Financial & Tax Architects, LLC | 11 | 11 | 1.81% | 2.85% | 5.11% | Q1 2021 | Q3 2023 | 11 |
OPPENHEIMER ASSET MANAGEMENT INC. | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
WNY Asset Management, LLC | 11 | 11 | 0.25% | 1.79% | 3.07% | Q1 2021 | Q3 2023 | 11 |
Vestmark Advisory Solutions, Inc. | 10 | 10 | 0.01% | 0.09% | 0.16% | Q3 2020 | Q4 2022 | 10 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Hirtle Callaghan & Co LLC | 10 | 10 | 0.06% | 0.91% | 3.31% | Q2 2021 | Q3 2023 | 10 |
Investors Research Corp | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Marotta Asset Management | 7 | 3 | 5.52% | 6.50% | 7.98% | Q2 2021 | Q4 2023 | 10 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 10 | 10 | 0.05% | 0.31% | 1.26% | Q2 2021 | Q3 2023 | 10 |
Perella Weinberg Partners Capital Management LP | 6 | 4 | 0.66% | 3.84% | 11.13% | Q3 2018 | Q2 2021 | 10 |
Arete Wealth Advisors, LLC | 10 | 10 | 0.05% | 0.28% | 1.36% | Q2 2021 | Q3 2023 | 10 |
Ameritas Investment Company, LLC | 9 | 1 | 0.00% | 0.16% | 0.56% | Q1 2019 | Q3 2021 | 10 |
Navis Wealth Advisors, LLC | 10 | 10 | 0.19% | 0.65% | 2.78% | Q2 2021 | Q3 2023 | 10 |
Partnervest Advisory Services LLC | 10 | 10 | 0.09% | 0.15% | 0.27% | Q2 2018 | Q3 2020 | 10 |
Mirae Asset Global Investments Co., Ltd. | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Clearwater Capital Advisors, LLC | 5 | 1 | 0.00% | 0.35% | 1.50% | Q1 2018 | Q4 2022 | 10 |
STEPHENS INC /AR/ | 10 | 10 | 0.01% | 0.03% | 0.11% | Q1 2021 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.33% | 1.06% | Q1 2021 | Q3 2023 | 10 |
XML Financial, LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q2 2023 | 10 |
JT Stratford LLC | 10 | 10 | 1.08% | 1.60% | 1.99% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.03% | 0.05% | 0.17% | Q4 2020 | Q1 2023 | 10 |
Johnson Financial Group, Inc. | 10 | 10 | 0.00% | 0.06% | 0.20% | Q1 2021 | Q2 2023 | 10 |
Cornerstone Wealth Advisors, Inc. | 10 | 10 | 0.08% | 0.22% | 0.44% | Q2 2021 | Q3 2023 | 10 |
Moloney Securities Asset Management, LLC | 10 | 10 | 0.11% | 0.14% | 0.17% | Q2 2021 | Q3 2023 | 10 |
PROFFITT & GOODSON INC | 7 | 3 | 0.04% | 2.25% | 3.50% | Q3 2018 | Q3 2023 | 10 |
Estate Counselors, LLC | 8 | 2 | 0.01% | 0.32% | 1.18% | Q1 2020 | Q4 2022 | 10 |
THOMPSON SIEGEL & WALMSLEY LLC | 10 | 10 | 0.07% | 0.35% | 0.65% | Q2 2021 | Q3 2023 | 10 |
Rehmann Capital Advisory Group | 10 | 10 | 0.02% | 1.24% | 2.52% | Q1 2021 | Q2 2023 | 10 |
PARK AVENUE SECURITIES LLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 10 | 0.03% | 0.07% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Brinker Capital Investments, LLC | 6 | 4 | 0.00% | 0.17% | 0.40% | Q4 2014 | Q2 2021 | 10 |
FIRST MANHATTAN CO. LLC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 10 |
IFC Holdings Incorporated/FL | 10 | 10 | 0.05% | 0.08% | 0.15% | Q2 2013 | Q3 2015 | 10 |
Aevitas Wealth Management, Inc. | 6 | 4 | 0.08% | 0.21% | 0.33% | Q4 2017 | Q4 2021 | 10 |
TOTH FINANCIAL ADVISORY CORP | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 10 | 0.03% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Mraz, Amerine & Associates, Inc. | 10 | 10 | 0.08% | 1.62% | 3.45% | Q2 2021 | Q3 2023 | 10 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 10 | 10 | 0.10% | 1.40% | 1.99% | Q2 2021 | Q3 2023 | 10 |
MINOT CAPITAL, LP | 10 | 10 | 0.64% | 1.77% | 2.43% | Q1 2021 | Q2 2023 | 10 |
Doyle Wealth Management | 10 | 10 | 0.04% | 0.07% | 0.10% | Q3 2017 | Q4 2019 | 10 |
Castle Rock Wealth Management, LLC | 10 | 10 | 0.07% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Rappaport Reiches Capital Management, LLC | 10 | 10 | 4.99% | 7.34% | 8.77% | Q2 2021 | Q3 2023 | 10 |
Ancora Advisors LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 10 |
SALEM INVESTMENT COUNSELORS INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.01% | 0.06% | 0.20% | Q2 2010 | Q3 2023 | 10 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 7 | 3 | 0.05% | 0.23% | 0.34% | Q1 2020 | Q3 2022 | 10 |
CENTRAL TRUST Co | 5 | 1 | 0.00% | 0.03% | 0.14% | Q2 2015 | Q3 2023 | 10 |
OAK FAMILY ADVISORS, LLC | 10 | 10 | 1.64% | 4.51% | 5.96% | Q4 2020 | Q1 2023 | 10 |
Boston Standard Wealth Management, LLC | 10 | 10 | 0.36% | 1.28% | 1.90% | Q3 2021 | Q4 2023 | 10 |
BREWIN DOLPHIN LTD | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
HighMark Wealth Management LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Koss-Olinger Consulting, LLC | 10 | 10 | 0.16% | 0.88% | 3.63% | Q2 2021 | Q3 2023 | 10 |
WealthPLAN Partners, LLC | 5 | 4 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q4 2023 | 9 |
Total Clarity Wealth Management, Inc. | 9 | 9 | 0.58% | 0.65% | 0.74% | Q1 2021 | Q1 2023 | 9 |
H&H Retirement Design & Management INC | 4 | 2 | 0.28% | 5.80% | 12.54% | Q2 2020 | Q3 2023 | 9 |
NORTHWEST WEALTH MANAGEMENT, LLC | 9 | 9 | 0.19% | 1.88% | 3.41% | Q3 2021 | Q3 2023 | 9 |
First Command Bank | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Hoese & Co LLP | 9 | 9 | 5.23% | 9.75% | 12.75% | Q2 2021 | Q2 2023 | 9 |
FOUNDERS FINANCIAL SECURITIES LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
HBW ADVISORY SERVICES LLC | 9 | 9 | 0.05% | 0.91% | 3.10% | Q3 2021 | Q3 2023 | 9 |
Verity Asset Management, Inc. | 6 | 3 | 0.19% | 4.77% | 8.63% | Q1 2016 | Q1 2022 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 1.85% | 2.81% | 4.42% | Q1 2020 | Q1 2022 | 9 |
Prospera Financial Services Inc | 8 | 1 | 0.00% | 0.33% | 0.54% | Q3 2020 | Q3 2023 | 9 |
StrongBox Wealth, LLC | 9 | 9 | 0.28% | 1.79% | 3.46% | Q4 2021 | Q4 2023 | 9 |
Mariner, LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
ArchPoint Investors | 9 | 9 | 1.50% | 2.13% | 3.14% | Q3 2021 | Q3 2023 | 9 |
DOWLING & YAHNKE LLC | 9 | 9 | 0.01% | 0.28% | 1.14% | Q3 2020 | Q3 2022 | 9 |
SHEETS SMITH WEALTH MANAGEMENT | 9 | 9 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q1 2022 | 9 |
SCS Capital Management LLC | 8 | 1 | 0.01% | 3.69% | 7.12% | Q4 2019 | Q4 2022 | 9 |
Starfire Investment Advisers, Inc. | 9 | 9 | 0.27% | 0.72% | 0.98% | Q2 2018 | Q2 2020 | 9 |
REGENTATLANTIC CAPITAL LLC | 6 | 1 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q3 2022 | 9 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 9 | 9 | 0.10% | 0.25% | 0.41% | Q3 2021 | Q3 2023 | 9 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 7 | 2 | 0.20% | 4.06% | 10.18% | Q4 2018 | Q3 2022 | 9 |
Global Trust Asset Management, LLC | 9 | 9 | 0.08% | 0.12% | 0.15% | Q3 2021 | Q3 2023 | 9 |
BSW Wealth Partners | 9 | 9 | 0.23% | 0.29% | 0.33% | Q4 2018 | Q4 2020 | 9 |
EVOKE WEALTH, LLC | 6 | 3 | 0.00% | 0.25% | 0.66% | Q2 2021 | Q3 2023 | 9 |
Jacobi Capital Management LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 4.02% | 7.88% | 9.09% | Q3 2021 | Q3 2023 | 9 |
Waldron Private Wealth LLC | 9 | 9 | 0.01% | 0.70% | 1.76% | Q3 2021 | Q3 2023 | 9 |
NOMURA ASSET MANAGEMENT CO LTD | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 9 |
Capital Investment Advisory Services, LLC | 5 | 4 | 0.01% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 9 |
Quad-Cities Investment Group, LLC | 9 | 9 | 0.15% | 0.36% | 0.58% | Q4 2020 | Q4 2022 | 9 |
Stearns Financial Services Group | 9 | 9 | 2.78% | 4.38% | 5.38% | Q3 2018 | Q3 2020 | 9 |
MONEY CONCEPTS CAPITAL CORP | 7 | 2 | 0.05% | 0.14% | 0.23% | Q4 2020 | Q2 2023 | 9 |
Private Portfolio Partners LLC | 9 | 9 | 0.17% | 0.26% | 0.38% | Q3 2021 | Q3 2023 | 9 |
Peninsula Wealth, LLC | 8 | 1 | 0.06% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 9 |
CBIZ Investment Advisory Services, LLC | 6 | 3 | 0.02% | 1.97% | 4.40% | Q1 2021 | Q3 2023 | 9 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 9 | 9 | 0.02% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Schwab Charitable Fund | 9 | 9 | 0.05% | 0.09% | 0.12% | Q1 2020 | Q1 2022 | 9 |
VAN STRUM & TOWNE INC. | 9 | 9 | 4.86% | 6.72% | 8.17% | Q3 2021 | Q3 2023 | 9 |
Black Diamond Financial, LLC | 8 | 1 | 0.08% | 0.34% | 0.47% | Q2 2021 | Q3 2023 | 9 |
Meridian Wealth Advisors, LLC | 9 | 9 | 0.15% | 0.19% | 0.21% | Q2 2021 | Q2 2023 | 9 |
Venture Visionary Partners LLC | 9 | 9 | 0.02% | 0.37% | 0.60% | Q2 2021 | Q2 2023 | 9 |
Five Oceans Advisors | 9 | 9 | 0.27% | 0.42% | 0.69% | Q3 2021 | Q3 2023 | 9 |
HEADINVEST, LLC | 9 | 9 | 0.08% | 0.19% | 0.27% | Q3 2021 | Q3 2023 | 9 |
Smart Money Group LLC | 9 | 9 | 1.45% | 7.89% | 18.45% | Q3 2021 | Q3 2023 | 9 |
Cerity Partners LLC | 9 | 9 | 0.01% | 0.05% | 0.20% | Q3 2021 | Q3 2023 | 9 |
FIDELIS iM, LLC | 9 | 9 | 1.06% | 2.20% | 2.86% | Q3 2021 | Q3 2023 | 9 |
D. SCOTT NEAL, INC. | 9 | 9 | 2.22% | 9.52% | 32.44% | Q3 2021 | Q3 2023 | 9 |
First Command Financial Services, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 9 | 9 | 0.62% | 0.71% | 0.92% | Q4 2013 | Q4 2015 | 9 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 2.33% | 2.65% | 3.21% | Q4 2021 | Q3 2023 | 8 |
Wolf Group Capital Advisors | 8 | 8 | 2.29% | 3.24% | 3.87% | Q4 2021 | Q3 2023 | 8 |
Heritage Wealth Advisors | 4 | 4 | 0.00% | 5.64% | 11.60% | Q2 2021 | Q3 2023 | 8 |
TrueWealth Financial Partners | 8 | 8 | 5.19% | 5.49% | 6.02% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 8 |
Beta Wealth Group, Inc. | 8 | 8 | 0.83% | 1.04% | 1.36% | Q1 2021 | Q4 2022 | 8 |
Clear Perspectives Financial Planning, LLC | 7 | 1 | 0.01% | 9.42% | 13.55% | Q4 2020 | Q4 2022 | 8 |
Sound Income Strategies, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Blooom, Inc. | 8 | 8 | 0.82% | 1.44% | 2.52% | Q4 2020 | Q3 2022 | 8 |
Members Advisory Group LLC | 8 | 8 | 1.27% | 4.26% | 8.08% | Q4 2021 | Q3 2023 | 8 |
WEALTH MANAGEMENT RESOURCES, INC. | 8 | 8 | 0.28% | 4.53% | 6.28% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.14% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Avitas Wealth Management LLC | 8 | 8 | 0.12% | 0.95% | 1.99% | Q4 2021 | Q3 2023 | 8 |
FLC Capital Advisors | 8 | 8 | 0.09% | 0.27% | 0.33% | Q4 2020 | Q3 2022 | 8 |
Samalin Investment Counsel, LLC | 7 | 1 | 0.16% | 0.29% | 0.38% | Q4 2020 | Q2 2023 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 1.11% | 1.46% | 1.88% | Q4 2021 | Q3 2023 | 8 |
McClarren Financial Advisors, Inc. | 8 | 8 | 0.00% | 5.84% | 13.80% | Q4 2021 | Q3 2023 | 8 |
Key FInancial Inc | 8 | 8 | 0.00% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 0.16% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.79% | 1.38% | 2.16% | Q4 2021 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 0.35% | 0.39% | 0.44% | Q4 2021 | Q3 2023 | 8 |
SMI Advisory Services, LLC | 7 | 1 | 6.12% | 10.97% | 14.32% | Q2 2021 | Q3 2023 | 8 |
EATON VANCE MANAGEMENT | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 8 |
Brewster Financial Planning LLC | 8 | 8 | 0.25% | 0.27% | 0.30% | Q4 2021 | Q3 2023 | 8 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.04% | 0.11% | Q1 2018 | Q3 2023 | 8 |
Kerntke Otto McGlone Wealth Management Group | 8 | 8 | 1.63% | 6.51% | 13.69% | Q4 2021 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.02% | 0.62% | 1.40% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Van Cleef Asset Management,Inc | 8 | 8 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q1 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.10% | 0.39% | 1.15% | Q4 2021 | Q3 2023 | 8 |
Buckingham Capital Management, Inc. | 8 | 8 | 0.06% | 0.48% | 0.64% | Q2 2018 | Q1 2020 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.24% | 0.30% | 0.36% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.56% | 0.69% | 0.75% | Q4 2021 | Q3 2023 | 8 |
Leeward Financial Partners, LLC | 8 | 8 | 0.97% | 2.24% | 3.68% | Q4 2021 | Q3 2023 | 8 |
Mayflower Financial Advisors, LLC | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.17% | 0.41% | Q4 2021 | Q3 2023 | 8 |
INGALLS & SNYDER LLC | 8 | 8 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q4 2018 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 3.85% | 10.98% | 20.23% | Q4 2021 | Q3 2023 | 8 |
True Link Financial Advisors, LLC | 6 | 2 | 0.00% | 2.93% | 4.68% | Q4 2020 | Q3 2023 | 8 |
Roof Eidam Maycock Peralta, LLC | 7 | 1 | 0.19% | 1.09% | 3.71% | Q4 2014 | Q3 2018 | 8 |
Archvest Wealth Advisors, Inc. | 8 | 8 | 0.23% | 8.75% | 11.47% | Q4 2021 | Q3 2023 | 8 |
MAYPORT, LLC | 8 | 8 | 1.95% | 2.11% | 2.27% | Q4 2021 | Q3 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2018 | 8 |
Visionary Wealth Advisors | 8 | 8 | 0.02% | 0.34% | 1.27% | Q4 2021 | Q3 2023 | 8 |
Austin Asset Management Co Inc | 8 | 8 | 1.11% | 1.38% | 1.54% | Q4 2021 | Q3 2023 | 8 |
Clear Creek Financial Management, LLC | 4 | 1 | 0.04% | 0.08% | 0.30% | Q3 2020 | Q3 2023 | 8 |
RPg Family Wealth Advisory, LLC | 6 | 2 | 0.01% | 0.12% | 0.29% | Q4 2015 | Q3 2019 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 2 | 0.00% | 0.46% | 3.59% | Q2 2019 | Q4 2021 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.36% | 0.39% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Orion Capital Management LLC | 8 | 8 | 0.09% | 0.62% | 1.65% | Q4 2020 | Q3 2022 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 1.40% | 1.78% | 2.28% | Q4 2021 | Q3 2023 | 8 |
Pensionmark Financial Group, LLC | 8 | 8 | 0.05% | 0.14% | 0.54% | Q3 2021 | Q2 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.01% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
HL FINANCIAL SERVICES LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2017 | 8 |
CONNABLE OFFICE INC | 8 | 8 | 0.35% | 0.38% | 0.42% | Q4 2021 | Q3 2023 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 1.00% | 1.59% | 2.34% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.08% | 0.21% | Q4 2021 | Q3 2023 | 8 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 5 | 3 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q4 2015 | 8 |
SG Americas Securities, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q2 2017 | 8 |
St. James Investment Company, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q3 2014 | Q2 2016 | 8 |
Spectrum Management Group, LLC | 4 | 1 | 0.01% | 0.01% | 0.04% | Q1 2016 | Q1 2022 | 8 |
SimpliFi, Inc. | 8 | 8 | 1.26% | 4.15% | 5.03% | Q4 2021 | Q3 2023 | 8 |
Ellevest, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 8 |
PEOPLES BANK /OH | 6 | 2 | 0.23% | 0.98% | 1.87% | Q1 2016 | Q2 2022 | 8 |
Operose Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
DRAVO BAY LLC | 8 | 8 | 1.61% | 1.74% | 1.87% | Q4 2021 | Q3 2023 | 8 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 7 | 1 | 0.04% | 0.08% | 0.09% | Q1 2014 | Q3 2018 | 8 |
Silver Oak Advisory Group, Inc. | 8 | 8 | 1.44% | 1.56% | 1.88% | Q4 2021 | Q3 2023 | 8 |
Round Rock Advisors, LLC | 8 | 8 | 0.95% | 1.16% | 1.40% | Q4 2021 | Q3 2023 | 8 |
J2 Capital Management Inc | 8 | 8 | 0.78% | 0.96% | 1.28% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.02% | 0.13% | 0.39% | Q4 2021 | Q3 2023 | 8 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 7 | 1 | 0.02% | 0.22% | 1.50% | Q4 2018 | Q4 2022 | 8 |
Colony Family Offices, LLC | 8 | 8 | 11.58% | 21.03% | 28.97% | Q4 2020 | Q3 2022 | 8 |
PFG Advisors | 5 | 3 | 0.08% | 0.16% | 0.25% | Q2 2021 | Q3 2023 | 8 |
Simmons Bank | 5 | 1 | 0.02% | 0.04% | 0.07% | Q3 2016 | Q1 2020 | 8 |
Greenwich Wealth Management LLC | 7 | 1 | 0.02% | 0.07% | 0.14% | Q4 2016 | Q3 2022 | 8 |
Level Financial Advisors | 8 | 8 | 0.81% | 1.07% | 1.27% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.08% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 8 |
B. Riley Wealth Advisors, Inc. | 8 | 8 | 0.01% | 0.14% | 0.50% | Q4 2021 | Q3 2023 | 8 |
RIDGECREST WEALTH PARTNERS, LLC | 8 | 8 | 0.16% | 0.39% | 0.76% | Q1 2021 | Q4 2022 | 8 |
Avantax Planning Partners, Inc. | 8 | 8 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Systematic Alpha Investments, LLC | 8 | 8 | 0.47% | 1.16% | 1.44% | Q4 2021 | Q3 2023 | 8 |
Csenge Advisory Group | 4 | 1 | 0.00% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 8 |
MTM Investment Management, LLC | 8 | 8 | 0.22% | 0.40% | 0.53% | Q3 2021 | Q2 2023 | 8 |
FIFTH THIRD SECURITIES, INC. | 6 | 2 | 0.07% | 0.53% | 1.82% | Q3 2021 | Q3 2023 | 8 |
Miracle Mile Advisors, LLC | 8 | 8 | 0.03% | 0.15% | 0.47% | Q4 2021 | Q3 2023 | 8 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 8 | 8 | 0.02% | 0.06% | 0.10% | Q2 2017 | Q1 2019 | 8 |
GPS Wealth Strategies Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Triumph Capital Management | 8 | 8 | 0.10% | 0.42% | 1.38% | Q3 2021 | Q2 2023 | 8 |
Addison Advisors LLC | 8 | 8 | 0.42% | 1.03% | 1.55% | Q4 2021 | Q3 2023 | 8 |
KRAFT ASSET MANAGEMENT, LLC | 8 | 8 | 0.41% | 0.77% | 1.08% | Q4 2021 | Q3 2023 | 8 |
Eagle Ridge Investment Management | 8 | 8 | 0.94% | 1.04% | 1.26% | Q4 2021 | Q3 2023 | 8 |
Wavelength Capital Management, LLC | 8 | 8 | 7.54% | 12.22% | 14.68% | Q4 2021 | Q3 2023 | 8 |
Transform Wealth, LLC | 4 | 4 | 0.06% | 0.40% | 0.70% | Q2 2016 | Q2 2018 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.01% | 0.81% | 4.26% | Q4 2021 | Q3 2023 | 8 |
Covenant Asset Management, LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
CAPITAL PERFORMANCE ADVISORS LLP | 8 | 8 | 0.57% | 0.61% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Fortune 45 LLC | 8 | 8 | 0.37% | 3.14% | 5.51% | Q4 2021 | Q3 2023 | 8 |
GRAND WEALTH MANAGEMENT, LLC | 8 | 8 | 0.41% | 2.98% | 5.86% | Q4 2021 | Q3 2023 | 8 |
LAKE STREET ADVISORS GROUP, LLC | 8 | 8 | 0.20% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Brickley Wealth Management | 7 | 7 | 4.28% | 4.64% | 5.18% | Q1 2022 | Q3 2023 | 7 |
SteelPeak Wealth, LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
QUATTRO FINANCIAL ADVISORS LLC | 3 | 1 | 0.02% | 0.19% | 0.49% | Q1 2017 | Q4 2019 | 7 |
Long Run Wealth Advisors, LLC | 7 | 7 | 0.77% | 7.50% | 9.77% | Q4 2021 | Q2 2023 | 7 |
Personal Capital Advisors Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 3.28% | 3.66% | 4.16% | Q1 2022 | Q3 2023 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Kaizen Financial Strategies | 7 | 7 | 0.26% | 0.30% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 7 |
R.P. Boggs & Co. | 6 | 1 | 0.00% | 6.22% | 7.79% | Q2 2020 | Q1 2022 | 7 |
Ashfield Capital Partners, LLC | 7 | 7 | 0.03% | 0.11% | 0.14% | Q1 2021 | Q3 2022 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 1.41% | 2.14% | 2.70% | Q1 2022 | Q3 2023 | 7 |
CIBC BANK USA | 7 | 7 | 0.05% | 0.10% | 0.22% | Q2 2013 | Q4 2014 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.36% | 0.65% | Q4 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
SATOVSKY ASSET MANAGEMENT LLC | 7 | 7 | 0.88% | 10.57% | 17.65% | Q1 2022 | Q3 2023 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 7 |
MANNING & NAPIER ADVISORS LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2017 | 7 |
Thrive Capital Management, LLC | 7 | 7 | 0.27% | 0.44% | 0.66% | Q1 2022 | Q3 2023 | 7 |
NVWM, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q4 2022 | 7 |
Independent Wealth Network Inc. | 7 | 7 | 0.21% | 0.34% | 0.45% | Q1 2022 | Q3 2023 | 7 |
SOFI WEALTH, LLC | 7 | 7 | 0.79% | 0.85% | 0.93% | Q1 2022 | Q3 2023 | 7 |
Certified Advisory Corp | 7 | 7 | 0.82% | 1.11% | 1.44% | Q1 2022 | Q3 2023 | 7 |
Seven Post Investment Office LP | 7 | 7 | 1.26% | 1.53% | 1.79% | Q1 2022 | Q3 2023 | 7 |
Eldridge Investment Advisors, Inc. | 7 | 7 | 0.13% | 0.16% | 0.19% | Q1 2022 | Q3 2023 | 7 |
BB&T SECURITIES, LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2018 | Q3 2019 | 7 |
NinePointTwo Capital LLC | 7 | 7 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q2 2022 | 7 |
RITHOLTZ WEALTH MANAGEMENT | 7 | 7 | 0.11% | 0.20% | 0.33% | Q1 2022 | Q3 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.08% | 0.14% | 0.22% | Q1 2022 | Q3 2023 | 7 |
WBH ADVISORY INC | 7 | 7 | 0.06% | 0.06% | 0.07% | Q1 2017 | Q3 2018 | 7 |
Meridian Wealth Management, LLC | 7 | 7 | 0.31% | 0.47% | 0.68% | Q1 2022 | Q3 2023 | 7 |
Park Avenue Institutional Advisers LLC | 7 | 7 | 16.96% | 53.37% | 97.56% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 3.65% | 12.67% | Q1 2022 | Q3 2023 | 7 |
American Trust | 7 | 7 | 0.08% | 0.29% | 0.65% | Q1 2022 | Q3 2023 | 7 |
Providence Capital Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2021 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 7 |
SMITH, MOORE & CO. | 7 | 7 | 0.07% | 0.19% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Israel Discount Bank of New York | 7 | 7 | 2.76% | 3.67% | 4.50% | Q1 2022 | Q3 2023 | 7 |
CETERA INVESTMENT MANAGEMENT LLC | 7 | 7 | 2.48% | 2.79% | 3.17% | Q4 2015 | Q2 2017 | 7 |
Outlook Wealth Advisors, LLC | 7 | 7 | 0.42% | 0.62% | 0.77% | Q1 2021 | Q3 2022 | 7 |
Omnia Family Wealth, LLC | 4 | 3 | 1.40% | 1.56% | 1.88% | Q4 2016 | Q3 2018 | 7 |
Bullseye Investment Management, LLC | 7 | 7 | 4.26% | 12.54% | 27.69% | Q4 2021 | Q2 2023 | 7 |
Landsberg, Bennett, & Dubbaneh LLC | 7 | 7 | 0.43% | 0.89% | 1.42% | Q4 2018 | Q2 2020 | 7 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 1 | 0.03% | 0.06% | 0.16% | Q3 2020 | Q2 2022 | 7 |
Total Wealth Planning, LLC | 7 | 7 | 0.75% | 1.11% | 1.63% | Q1 2022 | Q3 2023 | 7 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 7 | 7 | 0.15% | 0.64% | 2.22% | Q4 2020 | Q2 2022 | 7 |
PATRON PARTNERS, LLC | 7 | 7 | 0.17% | 0.19% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Berger Financial Group, Inc | 7 | 7 | 0.04% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
JFS WEALTH ADVISORS, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
First Allied Asset Management, Inc. | 7 | 7 | 1.40% | 1.58% | 1.73% | Q3 2013 | Q1 2015 | 7 |
PBMares Wealth Management LLC | 5 | 2 | 0.13% | 0.33% | 0.84% | Q1 2020 | Q3 2023 | 7 |
Lourd Capital, LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q4 2013 | Q2 2015 | 7 |
CAROLINAS WEALTH CONSULTING LLC | 7 | 7 | 0.00% | 0.32% | 0.64% | Q1 2021 | Q3 2022 | 7 |
PRUDENTIAL FINANCIAL INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MYCIO WEALTH PARTNERS, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2019 | 7 |
Hoover Financial Advisors, Inc. | 7 | 7 | 0.08% | 0.13% | 0.19% | Q4 2019 | Q2 2021 | 7 |
Essex Financial Services, Inc. | 7 | 7 | 0.05% | 0.16% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Tranquilli Financial Advisor LLC | 7 | 7 | 0.98% | 1.68% | 3.81% | Q4 2020 | Q2 2022 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.01% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q1 2023 | 7 |
Private Advisory Group LLC | 7 | 7 | 0.11% | 0.69% | 1.43% | Q2 2021 | Q4 2022 | 7 |
AVAII WEALTH MANAGEMENT, LLC | 7 | 7 | 0.19% | 4.75% | 7.40% | Q4 2021 | Q2 2023 | 7 |
BRIGGS ADVISORY GROUP, INC. | 7 | 7 | 0.20% | 0.22% | 0.26% | Q1 2022 | Q3 2023 | 7 |
LexAurum Advisors, LLC | 7 | 7 | 0.10% | 0.15% | 0.17% | Q2 2021 | Q4 2022 | 7 |
Financial Advocates Investment Management | 4 | 1 | 0.02% | 0.05% | 0.14% | Q4 2017 | Q3 2023 | 7 |
HBK Sorce Advisory LLC | 7 | 7 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MCF Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 7 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 7 | 0.01% | 0.05% | 0.11% | Q4 2021 | Q2 2023 | 7 |
ROBERTS GLORE & CO INC /IL/ | 6 | 1 | 0.05% | 0.75% | 1.67% | Q4 2021 | Q3 2023 | 7 |
AJ WEALTH STRATEGIES, LLC | 7 | 7 | 0.67% | 1.62% | 3.00% | Q4 2021 | Q2 2023 | 7 |
Indie Asset Partners, LLC | 7 | 7 | 0.93% | 3.82% | 7.24% | Q1 2021 | Q3 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.21% | 0.28% | 0.42% | Q1 2022 | Q3 2023 | 7 |
MEITAV INVESTMENT HOUSE LTD | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Bouvel Investment Partners, LLC | 7 | 7 | 2.21% | 3.35% | 5.37% | Q4 2020 | Q2 2022 | 7 |
Laurel Wealth Advisors, Inc. | 5 | 1 | 0.03% | 0.37% | 0.76% | Q2 2021 | Q4 2022 | 6 |
First Fiduciary Investment Counsel, Inc. | 6 | 6 | 0.08% | 0.16% | 0.23% | Q3 2013 | Q4 2014 | 6 |
RiverTree Advisors, LLC | 6 | 6 | 1.29% | 5.03% | 9.84% | Q3 2021 | Q4 2022 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.12% | 0.25% | 0.45% | Q2 2022 | Q3 2023 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q4 2019 | 6 |
Smith, Salley & Associates | 6 | 6 | 0.04% | 0.04% | 0.06% | Q4 2020 | Q1 2022 | 6 |
SMITH SHELLNUT WILSON LLC /ADV | 6 | 6 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q2 2021 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
American Investment Services, Inc. | 6 | 6 | 0.16% | 0.19% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Fullerton Fund Management Co Ltd. | 6 | 6 | 0.95% | 2.67% | 3.71% | Q2 2018 | Q3 2019 | 6 |
Fortis Capital Management LLC | 6 | 6 | 0.13% | 0.28% | 0.55% | Q2 2022 | Q3 2023 | 6 |
SURIENCE PRIVATE WEALTH LLC | 6 | 6 | 0.43% | 4.27% | 11.84% | Q1 2022 | Q2 2023 | 6 |
SILVERHAWK ASSET MANAGEMENT, LLC | 6 | 6 | 6.47% | 7.05% | 7.81% | Q1 2022 | Q2 2023 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 6 |
ETFIDEA, LLC | 6 | 6 | 0.39% | 0.44% | 0.50% | Q2 2022 | Q3 2023 | 6 |
Anson Capital, Inc. | 6 | 6 | 0.42% | 0.54% | 0.91% | Q4 2021 | Q1 2023 | 6 |
Roger Wittlin Investment Advisory, LLC | 6 | 6 | 0.35% | 3.58% | 6.10% | Q4 2021 | Q1 2023 | 6 |
WEST BANCORPORATION INC | 6 | 6 | 0.28% | 1.58% | 2.49% | Q4 2021 | Q1 2023 | 6 |
Krilogy Financial LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q2 2023 | 6 |
Carnegie Capital Asset Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 6 |
Jackson Wealth Management, LLC | 3 | 3 | 0.03% | 0.19% | 0.45% | Q1 2022 | Q3 2023 | 6 |
Bremer Bank National Association | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Passive Capital Management, LLC. | 6 | 6 | 0.61% | 2.12% | 2.69% | Q4 2021 | Q1 2023 | 6 |
Prostatis Group LLC | 6 | 6 | 0.37% | 0.69% | 1.30% | Q1 2022 | Q2 2023 | 6 |
Silicon Hills Wealth Management, LLC | 6 | 6 | 0.26% | 0.47% | 0.71% | Q3 2021 | Q4 2022 | 6 |
Global Financial Private Capital, Inc | 5 | 1 | 0.01% | 0.13% | 0.18% | Q3 2017 | Q2 2020 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q1 2021 | 6 |
Compagnie Lombard Odier SCmA | 6 | 6 | 0.01% | 0.03% | 0.11% | Q2 2016 | Q3 2017 | 6 |
FIRST AMERICAN TRUST, FSB | 6 | 6 | 0.15% | 0.22% | 0.28% | Q2 2022 | Q3 2023 | 6 |
WESPAC Advisors, LLC | 4 | 2 | 0.18% | 0.33% | 0.45% | Q2 2021 | Q4 2022 | 6 |
Astoria Portfolio Advisors LLC. | 6 | 6 | 0.12% | 0.37% | 1.46% | Q4 2021 | Q1 2023 | 6 |
Financial Engines Advisors L.L.C. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Nova R Wealth, Inc. | 6 | 6 | 3.49% | 3.87% | 4.27% | Q2 2022 | Q3 2023 | 6 |
TAP Consulting, LLC | 6 | 6 | 2.58% | 2.74% | 2.87% | Q2 2022 | Q3 2023 | 6 |
Endurance Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Apollon Wealth Management, LLC | 5 | 1 | 0.02% | 0.37% | 0.66% | Q4 2021 | Q3 2023 | 6 |
SVB WEALTH LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
MEEDER ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 6 |
CEDAR HILL ASSOCIATES, LLC | 6 | 6 | 0.26% | 0.52% | 0.67% | Q3 2017 | Q4 2018 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.01% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Wellington Shields & Co., LLC | 4 | 2 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 6 |
Capital Wealth Alliance, LLC | 6 | 6 | 0.16% | 0.44% | 0.62% | Q2 2022 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.16% | 0.23% | Q1 2022 | Q2 2023 | 6 |
Signify Wealth | 6 | 6 | 0.72% | 1.80% | 2.79% | Q2 2022 | Q3 2023 | 6 |
Sage Capital Advisors,llc | 6 | 6 | 0.09% | 0.11% | 0.14% | Q1 2022 | Q2 2023 | 6 |
PINNACLE FINANCIAL PARTNERS INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Lokken Investment Group LLC | 6 | 6 | 0.22% | 0.40% | 0.56% | Q3 2021 | Q4 2022 | 6 |
SAX WEALTH ADVISORS, LLC | 6 | 6 | 0.07% | 0.11% | 0.16% | Q2 2022 | Q3 2023 | 6 |
PEAPACK GLADSTONE FINANCIAL CORP | 6 | 6 | 0.02% | 0.09% | 0.12% | Q3 2021 | Q4 2022 | 6 |
RB Capital Management, LLC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
MCDONALD PARTNERS LLC | 4 | 2 | 0.09% | 0.12% | 0.16% | Q4 2020 | Q2 2022 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.19% | 0.26% | 0.42% | Q2 2022 | Q3 2023 | 6 |
BALLAST ADVISORS LLC | 6 | 6 | 0.10% | 0.22% | 0.31% | Q1 2022 | Q2 2023 | 6 |
Newbridge Financial Services Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.05% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Ellenbecker Investment Group | 6 | 6 | 0.24% | 0.64% | 0.76% | Q4 2017 | Q1 2019 | 6 |
FORVIS Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Risk Paradigm Group, LLC | 6 | 6 | 0.27% | 0.44% | 0.58% | Q3 2015 | Q4 2016 | 6 |
WEALTHSOURCE PARTNERS, LLC | 6 | 6 | 0.03% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Arkos Global Advisors | 6 | 6 | 0.08% | 0.68% | 1.62% | Q2 2022 | Q3 2023 | 6 |
Better Money Decisions, LLC | 3 | 1 | 0.02% | 1.56% | 4.92% | Q1 2021 | Q1 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CULLEN/FROST BANKERS, INC. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.00% | 0.20% | 0.42% | Q2 2022 | Q3 2023 | 6 |
Keystone Wealth Services, LLC | 6 | 6 | 0.09% | 2.52% | 5.01% | Q4 2021 | Q1 2023 | 6 |
VIRIDIAN RIA, LLC | 4 | 2 | 0.87% | 1.17% | 1.65% | Q3 2020 | Q1 2022 | 6 |
HRT FINANCIAL LP | 5 | 1 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q4 2022 | 6 |
Ferris Capital, LLC | 3 | 3 | 0.15% | 0.59% | 0.93% | Q3 2020 | Q1 2022 | 6 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Artemis Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.03% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Soltis Investment Advisors LLC | 6 | 6 | 0.02% | 0.49% | 1.45% | Q2 2022 | Q3 2023 | 6 |
GARRISON BRADFORD & ASSOCIATES INC | 5 | 1 | 0.25% | 0.49% | 0.69% | Q3 2020 | Q1 2022 | 6 |
Pachira Investments Inc. | 6 | 6 | 5.54% | 8.42% | 12.91% | Q1 2021 | Q2 2022 | 6 |
CIBC Private Wealth Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2014 | 6 |
FIRST MERCANTILE TRUST CO | 6 | 6 | 0.28% | 0.55% | 0.82% | Q2 2019 | Q3 2020 | 6 |
First Heartland Consultants, Inc. | 5 | 1 | 0.02% | 0.55% | 1.53% | Q2 2013 | Q4 2022 | 6 |
Foundations Investment Advisors, LLC | 4 | 1 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 6 |
Empowered Funds, LLC | 4 | 1 | 0.72% | 2.18% | 3.68% | Q3 2021 | Q1 2023 | 5 |
My Legacy Advisors, LLC | 5 | 5 | 0.15% | 0.38% | 0.76% | Q1 2022 | Q1 2023 | 5 |
Prime Capital Investment Advisors, LLC | 3 | 2 | 0.01% | 0.09% | 0.22% | Q2 2022 | Q3 2023 | 5 |
Ackerman Capital Advisors, LLC | 2 | 1 | 0.04% | 1.41% | 3.04% | Q2 2017 | Q1 2019 | 5 |
Charter Oak Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Glassman Wealth Services | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Allie Family Office LLC | 5 | 5 | 0.33% | 0.37% | 0.40% | Q2 2022 | Q2 2023 | 5 |
Pallas Capital Advisors LLC | 5 | 5 | 0.02% | 0.25% | 0.86% | Q3 2022 | Q3 2023 | 5 |
EQUITY INVESTMENT CORP | 5 | 5 | 0.11% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Global Endowment Management, LP | 5 | 5 | 0.24% | 0.26% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Graypoint LLC | 5 | 5 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q2 2022 | 5 |
HORIZON FINANCIAL SERVICES, LLC | 3 | 1 | 0.16% | 0.23% | 0.29% | Q2 2021 | Q3 2023 | 5 |
Latitude Advisors, LLC | 5 | 5 | 0.32% | 0.51% | 0.92% | Q4 2020 | Q4 2021 | 5 |
Winslow, Evans & Crocker, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2016 | 5 |
WealthSpring Partners, LLC | 5 | 5 | 0.20% | 0.27% | 0.29% | Q3 2022 | Q3 2023 | 5 |
Capital Directions Investment Advisors, LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 5 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 5 | 5 | 0.07% | 0.09% | 0.10% | Q2 2022 | Q2 2023 | 5 |
ERn Financial, LLC | 5 | 5 | 0.82% | 1.49% | 2.04% | Q4 2021 | Q4 2022 | 5 |
Greystone Financial Group, LLC | 5 | 5 | 1.70% | 2.24% | 2.56% | Q3 2022 | Q3 2023 | 5 |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Founders Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Ford Financial Group, LLC | 4 | 1 | 0.07% | 1.13% | 1.64% | Q4 2017 | Q1 2022 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 0.01% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
FINANCIAL CONSULATE, INC | 5 | 5 | 5.97% | 6.99% | 7.85% | Q3 2022 | Q3 2023 | 5 |
Stone Asset Management Inc. | 5 | 5 | 0.20% | 0.41% | 0.83% | Q1 2022 | Q1 2023 | 5 |
Spectrum Asset Management, Inc. (NB/CA) | 5 | 5 | 0.12% | 0.17% | 0.23% | Q1 2021 | Q1 2022 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
MADISON INVESTMENT HOLDINGS INC | 5 | 5 | 0.01% | 0.10% | 0.15% | Q4 2016 | Q4 2017 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 1.90% | 2.57% | 3.10% | Q4 2021 | Q4 2022 | 5 |
MOODY NATIONAL BANK TRUST DIVISION | 5 | 5 | 0.01% | 0.05% | 0.15% | Q2 2021 | Q2 2022 | 5 |
MANAGED ACCOUNT SERVICES INC | 5 | 5 | 0.54% | 1.05% | 1.43% | Q3 2020 | Q3 2021 | 5 |
Hendershot Investments Inc. | 5 | 5 | 0.05% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Glenview Trust Co | 5 | 5 | 0.01% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Firestone Capital Management | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2021 | 5 |
BDO Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Campbell Wealth Management | 5 | 5 | 0.06% | 2.85% | 7.02% | Q3 2022 | Q3 2023 | 5 |
Investors Capital Advisory Services | 5 | 5 | 0.22% | 0.25% | 0.29% | Q2 2015 | Q2 2016 | 5 |
Orion Portfolio Solutions, LLC | 3 | 2 | 0.00% | 0.05% | 0.09% | Q1 2020 | Q4 2022 | 5 |
Paradigm Financial Advisors, LLC | 4 | 1 | 0.15% | 0.30% | 0.44% | Q1 2014 | Q4 2021 | 5 |
Jaffetilchin Investment Partners, LLC | 5 | 5 | 0.32% | 0.34% | 0.38% | Q1 2018 | Q1 2019 | 5 |
Steinberg Global Asset Management | 5 | 5 | 0.38% | 1.27% | 1.84% | Q1 2018 | Q1 2019 | 5 |
GoalFusion Wealth Management, LLC | 5 | 5 | 0.25% | 1.24% | 1.65% | Q4 2022 | Q4 2023 | 5 |
Southland Equity Partners LLC | 5 | 5 | 0.15% | 0.18% | 0.21% | Q3 2022 | Q3 2023 | 5 |
BOSTON ADVISORS LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Lumature Wealth Partners, LLC | 5 | 5 | 0.01% | 2.22% | 5.94% | Q2 2022 | Q2 2023 | 5 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.00% | 0.53% | 1.36% | Q3 2019 | Q4 2022 | 5 |
Eagle Bay Advisors LLC | 5 | 5 | 1.27% | 2.51% | 3.19% | Q3 2022 | Q3 2023 | 5 |
20/20 Capital Management, Inc. | 5 | 5 | 0.15% | 0.18% | 0.24% | Q2 2020 | Q2 2021 | 5 |
Essential Planning, LLC. | 5 | 5 | 1.98% | 3.23% | 5.16% | Q3 2022 | Q3 2023 | 5 |
Wells Financial Advisors INC | 5 | 5 | 0.10% | 0.11% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 5 | 5 | 0.30% | 0.47% | 0.61% | Q1 2021 | Q1 2022 | 5 |
Arden Trust Co | 5 | 5 | 0.04% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
MCKINLEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.05% | 0.08% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
MANAGED ACCOUNT ADVISORS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
Lifeworks Advisors, LLC | 5 | 5 | 3.15% | 3.70% | 4.96% | Q3 2022 | Q3 2023 | 5 |
Delek Group, Ltd. | 5 | 5 | 0.03% | 0.08% | 0.12% | Q4 2017 | Q4 2018 | 5 |
COMERICA BANK | 4 | 1 | 0.01% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 5 |
RAM Investment Partners, LLC | 5 | 5 | 1.12% | 1.58% | 2.41% | Q4 2022 | Q4 2023 | 5 |
MMBG INVESTMENT ADVISORS CO. | 5 | 5 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q4 2022 | 5 |
RFG Advisory, LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q2 2023 | 5 |
MUFG Americas Holdings Corp | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 1.42% | 1.61% | 1.78% | Q4 2021 | Q4 2022 | 5 |
FC Advisory LLC | 5 | 5 | 0.22% | 0.26% | 0.34% | Q4 2022 | Q4 2023 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
Monterey Private Wealth, Inc. | 5 | 5 | 0.12% | 0.17% | 0.20% | Q1 2022 | Q1 2023 | 5 |
Claybrook Capital, LLC | 5 | 5 | 0.00% | 0.06% | 0.10% | Q4 2017 | Q4 2018 | 5 |
AlphaStar Capital Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
NSI Retail Advisors, LLC | 4 | 4 | 4.25% | 6.03% | 7.22% | Q2 2021 | Q1 2022 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.17% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
FURE FINANCIAL CORP | 3 | 1 | 0.12% | 4.12% | 6.77% | Q1 2021 | Q2 2022 | 4 |
Laidlaw Wealth Management LLC | 4 | 4 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2022 | 4 |
Insight Advisors, LLC/ PA | 4 | 4 | 0.07% | 0.10% | 0.12% | Q2 2021 | Q1 2022 | 4 |
Sentinus, LLC | 4 | 4 | 0.25% | 0.43% | 0.60% | Q3 2022 | Q2 2023 | 4 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.00% | 0.04% | 0.12% | Q4 2022 | Q3 2023 | 4 |
WealthShield Partners, LLC | 4 | 4 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q2 2021 | 4 |
AlphaCore Capital LLC | 3 | 1 | 0.02% | 0.08% | 0.12% | Q1 2020 | Q3 2023 | 4 |
Congress Wealth Management LLC / DE / | 4 | 4 | 0.01% | 0.04% | 0.11% | Q4 2021 | Q3 2022 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 0.34% | 0.57% | 0.97% | Q4 2022 | Q3 2023 | 4 |
FULTON BANK, N.A. | 3 | 1 | 0.03% | 0.03% | 0.05% | Q4 2022 | Q4 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 3.14% | 3.76% | 4.10% | Q4 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.27% | 0.42% | 0.65% | Q4 2022 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 4 |
NWK Group, Inc. | 4 | 4 | 0.12% | 0.25% | 0.38% | Q3 2021 | Q2 2022 | 4 |
McElhenny Sheffield Capital Management, LLC | 4 | 4 | 0.27% | 0.43% | 0.60% | Q4 2022 | Q3 2023 | 4 |
FineMark National Bank & Trust | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.22% | 0.24% | 0.27% | Q1 2022 | Q4 2022 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.00% | 0.12% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.15% | 0.20% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 2.56% | 2.82% | 3.24% | Q4 2018 | Q3 2019 | 4 |
Gibson Wealth Advisors LLC | 4 | 4 | 18.22% | 21.29% | 24.44% | Q1 2022 | Q4 2022 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 1.02% | 1.07% | 1.12% | Q4 2022 | Q3 2023 | 4 |
St. James Investment Advisors, LLC | 3 | 1 | 2.01% | 4.21% | 5.33% | Q4 2021 | Q4 2022 | 4 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2022 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 2.39% | 2.97% | 3.89% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Advisors Asset Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Frontier Wealth Management LLC | 4 | 4 | 0.01% | 0.04% | 0.05% | Q3 2021 | Q2 2022 | 4 |
Red Tortoise LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 1.83% | 2.04% | 2.22% | Q4 2022 | Q3 2023 | 4 |
Amplius Wealth Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Marquette Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
FutureAdvisor, Inc. | 4 | 4 | 0.73% | 1.74% | 2.56% | Q4 2014 | Q3 2015 | 4 |
First PREMIER Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 1.02% | 1.10% | 1.19% | Q4 2022 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 0.79% | 0.83% | 0.88% | Q4 2022 | Q3 2023 | 4 |
LEGACY FINANCIAL GROUP, INC. | 4 | 4 | 1.10% | 1.24% | 1.42% | Q4 2022 | Q3 2023 | 4 |
NextCapital Advisers, Inc. | 4 | 4 | 1.15% | 1.19% | 1.24% | Q3 2021 | Q2 2022 | 4 |
HT Partners LLC | 2 | 2 | 0.53% | 1.02% | 1.52% | Q1 2015 | Q3 2017 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 0.80% | 0.87% | 1.02% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.92% | 0.97% | 1.00% | Q4 2022 | Q3 2023 | 4 |
Costello Asset Management, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
GPWM LLC | 4 | 4 | 8.43% | 8.74% | 8.95% | Q4 2022 | Q3 2023 | 4 |
Covington Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Dorsey & Whitney Trust CO LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Destination Wealth Management | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Delap Wealth Advisory, LLC | 4 | 4 | 0.84% | 0.98% | 1.09% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.03% | 0.06% | 0.09% | Q4 2021 | Q3 2022 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 0.87% | 1.07% | 1.24% | Q4 2022 | Q3 2023 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 1.22% | 1.52% | 2.15% | Q4 2022 | Q3 2023 | 4 |
Ameraudi Asset Management, Inc. | 4 | 4 | 0.16% | 1.54% | 2.14% | Q4 2022 | Q3 2023 | 4 |
Concert Wealth Management Inc. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2013 | Q3 2014 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.00% | 0.15% | 0.58% | Q1 2015 | Q4 2015 | 4 |
ADE, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2021 | 4 |
Friedenthal Financial | 4 | 4 | 0.42% | 1.64% | 3.19% | Q3 2021 | Q2 2022 | 4 |
Procyon Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q3 2021 | 4 |
Independent Advisor Alliance | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2021 | 4 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.08% | 2.10% | 3.02% | Q3 2018 | Q2 2019 | 4 |
Your Advocates Ltd., LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
Fiduciary Planning LLC | 3 | 1 | 0.00% | 0.12% | 0.46% | Q4 2019 | Q1 2021 | 4 |
Sage Financial Management Group, Inc. | 4 | 4 | 5.26% | 5.87% | 6.32% | Q2 2022 | Q1 2023 | 4 |
Raub Brock Capital Management LP | 4 | 4 | 0.06% | 0.12% | 0.28% | Q3 2021 | Q2 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.09% | 0.24% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Eudaimonia Partners, LLC | 2 | 1 | 0.03% | 0.08% | 0.17% | Q4 2020 | Q1 2022 | 4 |
Meritas Wealth Management, LLC | 4 | 4 | 3.45% | 3.55% | 3.63% | Q4 2022 | Q3 2023 | 4 |
Polaris Wealth Advisory Group, LLC | 4 | 4 | 0.01% | 0.37% | 0.83% | Q1 2018 | Q4 2018 | 4 |
Slow Capital, Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2023 | 4 |
Sequoia Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Financial Connections Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.04% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
PRINCIPAL FINANCIAL GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
CSM Advisors, LLC | 4 | 4 | 1.99% | 2.64% | 3.09% | Q2 2021 | Q1 2022 | 4 |
Asset Allocation Strategies LLC | 4 | 4 | 3.94% | 4.26% | 5.10% | Q4 2022 | Q3 2023 | 4 |
VALLEY NATIONAL ADVISERS INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 4 |
HAZLETT, BURT & WATSON, INC. | 4 | 4 | 0.06% | 0.07% | 0.11% | Q1 2022 | Q4 2022 | 4 |
Leonard Rickey Investment Advisors P.L.L.C. | 4 | 4 | 5.51% | 6.54% | 7.20% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
USAdvisors Wealth Management, LLC | 4 | 4 | 0.44% | 0.46% | 0.48% | Q1 2022 | Q4 2022 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 1.51% | 1.80% | 1.99% | Q1 2017 | Q4 2017 | 4 |
SouthState Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Destiny Wealth Partners, LLC | 4 | 4 | 1.42% | 1.51% | 1.58% | Q4 2022 | Q3 2023 | 4 |
RFG HOLDINGS, INC. | 4 | 4 | 1.38% | 4.65% | 9.59% | Q3 2021 | Q2 2022 | 4 |
MGO Private Wealth, LLC | 4 | 4 | 1.45% | 3.09% | 4.47% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Smithfield Trust Co | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2016 | Q4 2016 | 4 |
Pinnacle Financial Group, LLC / IL | 3 | 1 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q4 2022 | 4 |
RWA WEALTH PARTNERS, LLC | 3 | 1 | 0.06% | 0.12% | 0.18% | Q4 2018 | Q1 2021 | 4 |
RGT Wealth Advisors, LLC | 4 | 4 | 0.45% | 0.48% | 0.50% | Q4 2021 | Q3 2022 | 4 |
Bluefin Trading, LLC | 3 | 1 | 0.02% | 0.09% | 0.13% | Q2 2013 | Q1 2015 | 4 |
GenTrust, LLC | 4 | 4 | 3.06% | 3.61% | 4.75% | Q4 2022 | Q3 2023 | 4 |
Arlington Partners LLC | 4 | 4 | 0.06% | 0.09% | 0.17% | Q1 2019 | Q4 2019 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.12% | 0.40% | 0.61% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.06% | 0.10% | 0.17% | Q4 2022 | Q3 2023 | 4 |
ARBOR TRUST WEALTH ADVISORS, LLC | 3 | 1 | 0.17% | 0.20% | 0.24% | Q4 2019 | Q4 2020 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 4 |
Evercore Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 4 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.08% | 0.35% | 0.68% | Q3 2021 | Q1 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.29% | 0.37% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Fort Point Capital Partners LLC | 4 | 4 | 0.20% | 0.71% | 0.96% | Q4 2021 | Q3 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.09% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
WHITTIER TRUST CO | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 4 |
FourThought Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 0.03% | 0.06% | 0.12% | Q2 2022 | Q3 2023 | 4 |
Shorepoint Capital Partners LLC | 4 | 4 | 3.10% | 4.44% | 5.09% | Q3 2021 | Q2 2022 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.66% | 1.27% | 1.73% | Q4 2022 | Q3 2023 | 4 |
Curran Financial Partners, LLC | 3 | 3 | 0.49% | 0.52% | 0.56% | Q1 2023 | Q3 2023 | 3 |
PETRA FINANCIAL ADVISORS INC | 2 | 1 | 0.20% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.08% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Eukles Asset Management | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
MONECO Advisors, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 3 | 3 | 0.06% | 0.12% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Monument Capital Management | 3 | 3 | 0.13% | 0.22% | 0.26% | Q1 2019 | Q3 2019 | 3 |
PFS Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Blueprint Investment Partners LLC | 3 | 3 | 0.07% | 0.47% | 1.21% | Q4 2021 | Q2 2022 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.10% | 0.27% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
HILL ISLAND FINANCIAL LLC | 3 | 3 | 1.48% | 1.83% | 2.30% | Q1 2022 | Q3 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.02% | 0.08% | 0.12% | Q4 2017 | Q4 2018 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q3 2021 | 3 |
Ascent Group, LLC | 3 | 3 | 0.11% | 0.27% | 0.41% | Q4 2021 | Q2 2022 | 3 |
American Financial Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2019 | Q4 2019 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Family CFO Inc | 3 | 3 | 1.08% | 1.59% | 2.59% | Q1 2023 | Q3 2023 | 3 |
ARGI Investment Services, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 3 |
Paragon Advisors, LLC | 3 | 3 | 0.77% | 1.20% | 1.73% | Q1 2023 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q4 2017 | Q2 2018 | 3 |
Burleson & Company, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Delta Dental Plan of Michigan, Inc. | 3 | 3 | 2.58% | 2.66% | 2.75% | Q4 2017 | Q2 2018 | 3 |
DAVENPORT & Co LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
MONROE BANK & TRUST/MI | 3 | 3 | 0.08% | 0.25% | 0.36% | Q3 2013 | Q1 2014 | 3 |
United Asset Strategies, Inc. | 3 | 3 | 0.15% | 0.19% | 0.21% | Q4 2022 | Q2 2023 | 3 |
Physician Wealth Advisors, Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Journey Advisory Group, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2022 | Q3 2022 | 3 |
ETF Store, Inc. | 2 | 1 | 0.17% | 0.42% | 0.55% | Q4 2022 | Q3 2023 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Hilltop Holdings Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Kingsview Wealth Management, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q2 2022 | Q4 2022 | 3 |
Hochman Cole Investment Advisors, Inc. | 3 | 3 | 0.18% | 0.29% | 0.36% | Q3 2020 | Q1 2021 | 3 |
CALDWELL & ORKIN INC | 3 | 3 | 0.85% | 1.29% | 2.07% | Q1 2017 | Q3 2017 | 3 |
Breakwater Capital Group | 3 | 3 | 0.24% | 0.26% | 0.29% | Q1 2023 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.26% | 0.30% | 0.37% | Q3 2021 | Q1 2022 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 3 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q1 2022 | 3 |
Full Sail Capital, LLC | 3 | 3 | 0.47% | 1.01% | 1.29% | Q3 2022 | Q1 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2022 | 3 |
TOWNSQUARE CAPITAL LLC | 2 | 1 | 0.01% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.51% | 0.56% | 0.61% | Q2 2016 | Q4 2016 | 3 |
Hall Kathryn A. | 3 | 3 | 0.47% | 0.62% | 0.81% | Q1 2020 | Q3 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Simplicity Wealth,LLC | 2 | 1 | 0.18% | 0.63% | 0.91% | Q4 2021 | Q3 2022 | 3 |
CapWealth Advisors, LLC | 3 | 3 | 1.84% | 2.20% | 2.38% | Q1 2018 | Q3 2018 | 3 |
CPR Investments Inc. | 3 | 3 | 6.31% | 7.95% | 10.40% | Q2 2022 | Q4 2022 | 3 |
Steward Financial Group LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Life Planning Partners, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.05% | 0.14% | Q3 2018 | Q3 2023 | 3 |
Good Life Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Versant Capital Management, Inc | 1 | 1 | 0.01% | 0.05% | 0.10% | Q2 2016 | Q4 2023 | 3 |
Kingfisher Capital LLC | 3 | 3 | 2.78% | 4.34% | 5.20% | Q4 2021 | Q2 2022 | 3 |
Legal Advantage Investments, Inc. | 3 | 3 | 0.18% | 0.19% | 0.20% | Q3 2021 | Q1 2022 | 3 |
Aureus Asset Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Empirical Finance, LLC | 3 | 3 | 0.65% | 0.68% | 0.72% | Q1 2022 | Q3 2022 | 3 |
New Potomac Partners, LLC | 3 | 3 | 0.33% | 0.34% | 0.35% | Q1 2023 | Q3 2023 | 3 |
SAM Advisors, LLC | 3 | 3 | 1.78% | 2.35% | 2.69% | Q4 2021 | Q2 2022 | 3 |
GEM Asset Management, LLC | 3 | 3 | 0.16% | 0.20% | 0.22% | Q4 2022 | Q2 2023 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 3 |
Matrix Trust Co | 2 | 1 | 0.10% | 0.86% | 2.39% | Q2 2021 | Q2 2022 | 3 |
Strategic Asset Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2022 | 3 |
LINCOLN CAPITAL CORP | 3 | 3 | 4.17% | 4.48% | 4.73% | Q2 2018 | Q4 2018 | 3 |
BTR CAPITAL MANAGEMENT INC | 3 | 3 | 0.16% | 0.18% | 0.21% | Q1 2022 | Q3 2022 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.14% | 0.20% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Carnick & Kubik, LLC | 3 | 3 | 0.42% | 0.75% | 0.94% | Q3 2015 | Q1 2016 | 3 |
Cambria Investment Management, L.P. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2022 | 3 |
PRESILIUM PRIVATE WEALTH, LLC | 3 | 3 | 0.08% | 1.46% | 4.19% | Q4 2022 | Q2 2023 | 3 |
Lowe Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2023 | 3 |
Mascoma Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.39% | 0.43% | 0.50% | Q4 2022 | Q3 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.39% | 0.44% | 0.47% | Q4 2020 | Q2 2021 | 3 |
Hassell Wealth Management, LLC | 3 | 3 | 3.48% | 3.83% | 4.04% | Q4 2022 | Q2 2023 | 3 |
Guild Investment Management, Inc. | 3 | 3 | 0.45% | 1.89% | 2.66% | Q2 2022 | Q4 2022 | 3 |
Ranch Capital Advisors Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Piscataqua Savings Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 3 |
Bridge Advisory, LLC | 3 | 3 | 0.55% | 0.88% | 1.38% | Q2 2022 | Q4 2022 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.04% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Beacon Harbor Wealth Advisors, Inc. | 3 | 3 | 0.68% | 0.70% | 0.74% | Q4 2021 | Q2 2022 | 3 |
BRIGHTON JONES LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
BENNETT SELBY INVESTMENTS LP | 3 | 3 | 0.14% | 0.18% | 0.21% | Q2 2021 | Q4 2021 | 3 |
MIDDLETON & CO INC/MA | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q2 2023 | 3 |
RETIREMENT CAPITAL STRATEGIES | 2 | 1 | 1.93% | 5.11% | 9.39% | Q3 2021 | Q2 2023 | 3 |
Gilbert & Cook, Inc. | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2018 | Q3 2018 | 3 |
Sullivan, Bruyette, Speros & Blaney, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
SignalPoint Asset Management, LLC | 3 | 3 | 2.37% | 3.15% | 3.66% | Q2 2013 | Q4 2013 | 3 |
Greenspring Advisors, LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q3 2022 | Q1 2023 | 3 |
Seelaus Asset Management LLC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q1 2022 | Q3 2022 | 3 |
Barber Financial Group, Inc. | 3 | 3 | 0.05% | 0.11% | 0.15% | Q3 2022 | Q1 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q2 2022 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 3 |
Vanguard Personalized Indexing Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Segment Wealth Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2017 | Q4 2017 | 3 |
Compass Advisory Group LLC | 3 | 3 | 0.24% | 0.25% | 0.27% | Q4 2020 | Q2 2021 | 3 |
Weaver Consulting Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
North Ridge Wealth Advisors, Inc. | 3 | 3 | 4.94% | 5.03% | 5.15% | Q1 2023 | Q3 2023 | 3 |
Foster Group, Inc. | 3 | 3 | 0.18% | 0.20% | 0.22% | Q4 2021 | Q2 2022 | 3 |
Tilson Financial Group, Inc. | 2 | 1 | 6.65% | 6.82% | 6.98% | Q4 2022 | Q3 2023 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
RS CRUM INC. | 3 | 3 | 0.16% | 0.23% | 0.26% | Q2 2022 | Q4 2022 | 3 |
Faithward Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2022 | 3 |
KMG FIDUCIARY PARTNERS, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
LMCG INVESTMENTS, LLC | 3 | 3 | 0.15% | 0.33% | 0.45% | Q1 2022 | Q3 2022 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 3 |
Calamos Wealth Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.06% | 0.08% | 0.11% | Q1 2023 | Q3 2023 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Flagstone Financial Management | 3 | 3 | 3.25% | 3.40% | 3.52% | Q4 2022 | Q2 2023 | 3 |
Burns Matteson Capital Management, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Vanguard Capital Wealth Advisors | 2 | 1 | 0.31% | 1.14% | 2.68% | Q2 2018 | Q1 2023 | 3 |
BBR PARTNERS, LLC | 3 | 3 | 0.36% | 0.36% | 0.37% | Q1 2023 | Q3 2023 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.49% | 0.51% | 0.55% | Q4 2021 | Q2 2022 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
GAMBLE JONES INVESTMENT COUNSEL | 2 | 1 | 0.01% | 0.17% | 0.25% | Q2 2013 | Q3 2022 | 3 |
Ground Swell Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q3 2014 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
JBJ Investment Partners, LLC | 2 | 2 | 1.78% | 1.81% | 1.84% | Q2 2021 | Q3 2021 | 2 |
Foresight Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
LWM Advisory Services, LLC | 2 | 2 | 0.42% | 0.48% | 0.55% | Q4 2021 | Q1 2022 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
MOULTON WEALTH MANAGEMENT, INC | 2 | 2 | 6.32% | 7.25% | 8.18% | Q1 2021 | Q2 2021 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
NTB Financial Corp | 2 | 2 | 0.25% | 0.47% | 0.68% | Q4 2021 | Q1 2022 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2015 | Q1 2016 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
MATRIX PRIVATE CAPITAL GROUP LLC | 2 | 2 | 0.64% | 0.74% | 0.84% | Q2 2023 | Q3 2023 | 2 |
GUGGENHEIM CAPITAL LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Sovereign Investment Advisors, LLC | 2 | 2 | 0.10% | 0.15% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Bragg Financial Advisors, Inc | 1 | 1 | 0.01% | 0.05% | 0.08% | Q4 2016 | Q1 2022 | 2 |
High Net Worth Advisory Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Cottage Street Advisors LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2023 | 2 |
First Ascent Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Lauterbach Financial Advisors, LLC | 2 | 2 | 0.31% | 0.31% | 0.32% | Q2 2022 | Q3 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
PITTENGER & ANDERSON INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
FIRST HORIZON CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Ironwood Financial, llc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 1.94% | 2.02% | 2.10% | Q2 2023 | Q3 2023 | 2 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.06% | 1.02% | 1.97% | Q4 2021 | Q3 2022 | 2 |
Strategic Wealth Management Group, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q1 2021 | Q2 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
SAGE FINANCIAL GROUP INC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Gemmer Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Blue Edge Capital, LLC | 2 | 2 | 1.06% | 1.09% | 1.12% | Q4 2021 | Q1 2022 | 2 |
Johnson Financial Group, LLC | 2 | 2 | 0.90% | 1.89% | 2.88% | Q4 2016 | Q1 2017 | 2 |
Van Hulzen Asset Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Surevest, LLC | 2 | 2 | 0.16% | 0.20% | 0.23% | Q4 2018 | Q1 2019 | 2 |
Prism Advisors, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Matisse Capital | 2 | 2 | 0.16% | 0.23% | 0.30% | Q3 2021 | Q4 2021 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WIPFLI FINANCIAL ADVISORS LLC, | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
BHF RG Capital Inc. | 2 | 2 | 7.38% | 8.33% | 9.27% | Q2 2021 | Q3 2021 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2022 | Q3 2022 | 2 |
Oakworth Capital, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.02% | 0.05% | 0.09% | Q2 2015 | Q3 2015 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Marks Wealth, LLC | 2 | 2 | 0.07% | 0.11% | 0.14% | Q1 2021 | Q2 2021 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
SWAN Capital LLC | 1 | 1 | 0.73% | 0.79% | 0.86% | Q1 2023 | Q3 2023 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Diversified Trust Co | 2 | 2 | 0.04% | 0.18% | 0.31% | Q4 2016 | Q1 2017 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q3 2013 | 2 |
THOMPSON DAVIS & CO., INC. | 2 | 2 | 0.18% | 0.26% | 0.34% | Q4 2021 | Q1 2022 | 2 |
Cynosure Group, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q4 2019 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.94% | 0.98% | 1.03% | Q2 2023 | Q3 2023 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 2.66% | 2.88% | 3.10% | Q2 2023 | Q3 2023 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Confluence Wealth Services, Inc. | 2 | 2 | 0.16% | 0.19% | 0.23% | Q4 2021 | Q1 2022 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
TITLEIST CAPITAL, LLC | 2 | 2 | 0.06% | 0.10% | 0.14% | Q1 2022 | Q2 2022 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 1.46% | 1.60% | 1.73% | Q2 2023 | Q3 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
FINANCIAL LIFE ADVISORS | 2 | 2 | 0.15% | 0.48% | 0.80% | Q3 2022 | Q4 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Sage Investment Advisers LLC | 2 | 2 | 1.22% | 1.23% | 1.24% | Q4 2021 | Q1 2022 | 2 |
Employees' Retirement Fund of the City of Fort Worth | 2 | 2 | 1.97% | 1.99% | 2.00% | Q2 2022 | Q3 2022 | 2 |
Peak Capital Management LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Glovista Investments LLC | 2 | 2 | 0.43% | 0.48% | 0.53% | Q1 2021 | Q2 2021 | 2 |
Pacific Life Fund Advisors LLC | 2 | 2 | 3.08% | 3.22% | 3.36% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Wiser Wealth Management, Inc | 2 | 2 | 0.16% | 0.29% | 0.41% | Q3 2022 | Q4 2022 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
GREENLEAF TRUST | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 2 |
Empower Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Wedmont Private Capital | 1 | 1 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q1 2023 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2013 | Q1 2014 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.04% | 2.25% | 4.46% | Q2 2022 | Q4 2023 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q2 2021 | 2 |
Planning Center, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.29% | 0.30% | 0.31% | Q2 2022 | Q3 2022 | 2 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.04% | 0.26% | 0.47% | Q4 2019 | Q1 2020 | 2 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.04% | 0.14% | 0.24% | Q2 2021 | Q4 2021 | 2 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GeoWealth Management, LLC | 1 | 1 | 0.01% | 0.07% | 0.13% | Q2 2022 | Q1 2023 | 2 |
Stadion Money Management, LLC | 2 | 2 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2013 | 2 |
ESL Trust Services, LLC | 2 | 2 | 1.72% | 2.27% | 2.83% | Q4 2019 | Q1 2020 | 2 |
CITY NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Global Assets Advisory, LLC | 2 | 2 | 0.71% | 0.71% | 0.71% | Q3 2022 | Q4 2022 | 2 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CLARIS ADVISORS, LLC / MO / | 2 | 2 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q1 2022 | 2 |
TrueWealth Advisors, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q4 2022 | Q1 2023 | 2 |
Alliance Wealth Advisors, LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q3 2021 | Q4 2021 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PRICE T ROWE ASSOCIATES INC /MD/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Sargent Investment Group, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2022 | Q3 2022 | 2 |
Quent Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 2 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 2 |
Freestate Advisors LLC | 2 | 2 | 10.78% | 10.88% | 10.97% | Q2 2021 | Q3 2021 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
WADDELL & ASSOCIATES, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.09% | 0.12% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Parcion Private Wealth LLC | 2 | 2 | 0.33% | 0.34% | 0.35% | Q1 2022 | Q2 2022 | 2 |
Detalus Advisors, LLC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q3 2022 | Q4 2022 | 2 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q3 2013 | Q4 2017 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Alhambra Investment Management LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q2 2021 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.00% | 0.24% | 0.48% | Q4 2022 | Q1 2023 | 2 |
Maryland Capital Management | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
DAN L DUNCAN FOUNDATION | 2 | 2 | 7.04% | 9.57% | 12.11% | Q4 2021 | Q1 2022 | 2 |
Wilshire Advisors LLC | 2 | 2 | 2.81% | 2.96% | 3.12% | Q4 2015 | Q1 2016 | 2 |
PALLADIEM, LLC | 2 | 2 | 7.28% | 7.47% | 7.66% | Q3 2022 | Q4 2022 | 2 |
Keebeck Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Frisch Financial Group, Inc. | 2 | 2 | 0.47% | 0.64% | 0.81% | Q4 2018 | Q1 2019 | 2 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 2.01% | 2.01% | 2.01% | Q4 2019 | Q4 2019 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Carlsbad Wealth Advisory Group, Inc. | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2023 | Q2 2023 | 1 |
Watchman Group, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2022 | Q4 2022 | 1 |
KWMG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
KEYSTONE WEALTH PARTNERS | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2021 | Q4 2021 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Peak Financial Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ballew Advisors, Inc | 1 | 1 | 2.48% | 2.48% | 2.48% | Q4 2021 | Q4 2021 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 1.20% | 1.20% | 1.20% | Q2 2017 | Q2 2017 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WAYCROSS PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Treynor Bancshares, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Centurion Wealth Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2020 | Q1 2020 | 1 |
Jolley Asset Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2018 | Q1 2018 | 1 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Horizon Investments, LLC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q2 2015 | Q2 2015 | 1 |
Brightworth | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
StoneX Group Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
ROGCO, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
TD Ameritrade Trust Co | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2018 | Q3 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
INNEALTA CAPITAL, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
BlueSky Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
NorthLanding Financial Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Lansing Street Advisors | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2022 | Q2 2022 | 1 |
HOLDERNESS INVESTMENTS CO | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2021 | Q4 2021 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pioneer Wealth Management Group | 1 | 1 | 2.20% | 2.20% | 2.20% | Q4 2022 | Q4 2022 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Intergy Private Wealth, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2021 | Q4 2021 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Bouchey Financial Group Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NOTTINGHAM ADVISORS, INC. | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2023 | Q3 2023 | 1 |
LWS Wealth Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Telemus Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Wealthstream Advisors, Inc. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2022 | Q4 2022 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
True Wealth Design, LLC | 1 | 1 | 3.64% | 3.64% | 3.64% | Q3 2023 | Q3 2023 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CPWM, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Wells Trecaso Financial Group, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2018 | Q3 2018 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Truepoint, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Northland Capital Management LLC | 1 | 1 | 9.08% | 9.08% | 9.08% | Q4 2021 | Q4 2021 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vision Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Rinkey Investments | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Concorde Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Truadvice, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2021 | Q2 2021 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Allen Capital Group, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MONTAG & CALDWELL, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2018 | Q4 2018 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
McAdam, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
COMMERCE BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
VPR Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
COLUMBIA ADVISORY PARTNERS LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2022 | Q1 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2017 | Q3 2017 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Crown Wealth Group, LLC | 1 | 1 | 10.86% | 10.86% | 10.86% | Q2 2022 | Q2 2022 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q4 2014 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SWS Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Dakota Wealth Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
SHAYNE & JACOBS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2013 | Q3 2013 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DOPKINS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
LFS ASSET MANAGEMENT | 1 | 1 | 15.90% | 15.90% | 15.90% | Q2 2022 | Q2 2022 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 17.49% | 17.49% | 17.49% | Q1 2023 | Q1 2023 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
CERTUITY, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
SWM Advisors | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Altium Wealth Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
New World Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
PRUDENT INVESTORS NETWORK, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2023 | Q1 2023 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Osbon Capital Management LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q2 2019 | Q2 2019 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Next Level Private LLC | 1 | 1 | 3.93% | 3.93% | 3.93% | Q2 2022 | Q2 2022 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Blue Chip Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Lakeshore Financial Planning, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Bank Pictet & Cie (Europe) AG | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Root Financial Partners, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
ROCKY MOUNTAIN ADVISERS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PRIVATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
DRW Securities, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2023 | Q4 2023 | 1 |
Obsidian Personal Planning Solutions LLC | 1 | 1 | 9.38% | 9.38% | 9.38% | Q3 2023 | Q3 2023 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FOSTER & MOTLEY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Community Bank, N.A. | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2023 | Q3 2023 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2020 | Q2 2020 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Grey Street Capital, LLC | 1 | 1 | 2.60% | 2.60% | 2.60% | Q1 2023 | Q1 2023 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
GREENUP STREET WEALTH MANAGEMENT LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
CABANA LLC | 1 | 1 | 7.24% | 7.24% | 7.24% | Q2 2022 | Q2 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own VANGUARD MALVERN FDS or have owned VANGUARD MALVERN FDS in the past.