Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Creative Planning | 42 | 42 | 0.00% | 0.92% | 6.74% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.24% | 0.52% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.16% | 0.52% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 41 | 41 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 41 | 41 | 0.27% | 1.48% | 3.05% | Q3 2013 | Q3 2023 | 41 |
AMERIPRISE FINANCIAL INC | 40 | 40 | 0.00% | 0.05% | 0.13% | Q4 2013 | Q3 2023 | 40 |
CITIGROUP INC | 40 | 40 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
ROYAL BANK OF CANADA | 40 | 40 | 0.00% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 40 |
Atria Investments, Inc | 33 | 7 | 0.04% | 0.97% | 3.04% | Q3 2013 | Q3 2023 | 40 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 39 | 39 | 0.58% | 4.08% | 5.73% | Q1 2014 | Q3 2023 | 39 |
North Star Investment Management Corp. | 39 | 39 | 0.03% | 0.22% | 0.35% | Q1 2014 | Q3 2023 | 39 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.03% | Q4 2013 | Q3 2023 | 39 |
WELLS FARGO & COMPANY/MN | 39 | 39 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
VANGUARD GROUP INC | 38 | 38 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 38 |
Private Advisor Group, LLC | 37 | 37 | 0.00% | 0.13% | 0.32% | Q3 2014 | Q3 2023 | 38 |
FAGAN ASSOCIATES, INC. | 37 | 1 | 0.15% | 1.14% | 2.30% | Q1 2014 | Q3 2023 | 38 |
Janney Montgomery Scott LLC | 29 | 9 | 0.02% | 0.24% | 0.36% | Q1 2014 | Q3 2023 | 38 |
ASSETMARK, INC | 35 | 3 | 0.01% | 1.02% | 1.53% | Q4 2013 | Q3 2023 | 38 |
US BANCORP \DE\ | 38 | 38 | 0.01% | 0.04% | 0.09% | Q2 2014 | Q3 2023 | 38 |
RAYMOND JAMES & ASSOCIATES | 38 | 38 | 0.01% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 38 |
Transamerica Financial Advisors, Inc. | 38 | 38 | 0.83% | 1.95% | 3.69% | Q2 2014 | Q3 2023 | 38 |
Gradient Investments LLC | 24 | 13 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 37 |
FIFTH THIRD BANCORP | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
WEBSTER BANK, N. A. | 37 | 37 | 0.00% | 0.03% | 0.28% | Q3 2014 | Q3 2023 | 37 |
D.A. DAVIDSON & CO. | 37 | 37 | 0.00% | 0.26% | 0.56% | Q3 2014 | Q3 2023 | 37 |
Sensible Financial Planning & Management, LLC. | 37 | 37 | 15.24% | 21.38% | 27.70% | Q3 2014 | Q3 2023 | 37 |
JPMORGAN CHASE & CO | 35 | 2 | 0.00% | 0.63% | 1.67% | Q2 2014 | Q3 2023 | 37 |
ROCKLAND TRUST CO | 36 | 36 | 0.06% | 0.46% | 2.71% | Q4 2014 | Q3 2023 | 36 |
Alaska Permanent Capital Management | 18 | 3 | 0.35% | 2.90% | 5.06% | Q2 2014 | Q3 2023 | 36 |
Betterment LLC | 36 | 36 | 5.10% | 5.68% | 6.40% | Q4 2014 | Q3 2023 | 36 |
Coastline Trust Co | 36 | 36 | 0.05% | 0.26% | 0.38% | Q4 2013 | Q3 2022 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.05% | 0.22% | Q4 2014 | Q3 2023 | 36 |
Ancora Advisors LLC | 36 | 36 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 36 |
FC Advisory LLC | 36 | 36 | 3.17% | 4.66% | 5.84% | Q1 2015 | Q4 2023 | 36 |
Cambria Investment Management, L.P. | 36 | 36 | 0.26% | 0.78% | 1.66% | Q4 2014 | Q3 2023 | 36 |
Boston Standard Wealth Management, LLC | 22 | 14 | 0.07% | 2.89% | 8.96% | Q4 2014 | Q4 2023 | 36 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 8 | 0.02% | 0.28% | 0.60% | Q3 2014 | Q3 2023 | 36 |
HT Partners LLC | 31 | 5 | 0.55% | 6.27% | 9.75% | Q2 2014 | Q3 2023 | 36 |
AllSquare Wealth Management LLC | 36 | 36 | 5.33% | 8.01% | 10.71% | Q4 2014 | Q3 2023 | 36 |
Cambridge Advisors Inc. | 36 | 36 | 1.29% | 3.03% | 4.23% | Q4 2014 | Q3 2023 | 36 |
STIFEL FINANCIAL CORP | 36 | 36 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 36 |
Valmark Advisers, Inc. | 36 | 36 | 0.57% | 0.70% | 0.87% | Q4 2014 | Q3 2023 | 36 |
Burt Wealth Advisors | 36 | 36 | 0.12% | 1.40% | 5.76% | Q4 2014 | Q3 2023 | 36 |
BANK OF MONTREAL /CAN/ | 34 | 2 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 36 |
B. Riley Wealth Advisors, Inc. | 33 | 1 | 0.00% | 1.04% | 1.88% | Q2 2014 | Q3 2023 | 35 |
ARGI Investment Services, LLC | 35 | 35 | 0.01% | 0.38% | 2.05% | Q2 2014 | Q4 2022 | 35 |
Cetera Advisor Networks LLC | 21 | 1 | 0.03% | 0.11% | 0.49% | Q4 2013 | Q3 2023 | 35 |
Charles Schwab Investment Advisory, Inc. | 35 | 35 | 0.03% | 0.72% | 2.34% | Q1 2015 | Q3 2023 | 35 |
Cambridge Investment Research Advisors, Inc. | 33 | 1 | 0.42% | 1.24% | 1.84% | Q3 2013 | Q3 2023 | 35 |
SCOTIA CAPITAL INC. | 35 | 35 | 0.01% | 0.05% | 0.15% | Q1 2015 | Q3 2023 | 35 |
First Horizon Advisors, Inc. | 35 | 35 | 0.00% | 0.75% | 1.54% | Q1 2015 | Q3 2023 | 35 |
HighTower Advisors, LLC | 24 | 11 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 35 |
Estate Counselors, LLC | 28 | 7 | 0.00% | 1.95% | 5.67% | Q4 2014 | Q3 2023 | 35 |
CAHILL FINANCIAL ADVISORS INC | 34 | 34 | 0.41% | 0.67% | 0.97% | Q2 2015 | Q3 2023 | 34 |
BlackRock Inc. | 34 | 34 | 0.00% | 0.02% | 0.14% | Q2 2015 | Q3 2023 | 34 |
Capital Analysts, LLC | 34 | 34 | 0.14% | 1.53% | 2.99% | Q2 2015 | Q3 2023 | 34 |
COUNTRY TRUST BANK | 33 | 1 | 0.01% | 0.79% | 1.26% | Q2 2015 | Q4 2023 | 34 |
UMB Bank, n.a. | 34 | 34 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
JMG Financial Group, Ltd. | 34 | 34 | 0.07% | 0.47% | 1.43% | Q2 2015 | Q3 2023 | 34 |
Sigma Planning Corp | 26 | 8 | 0.02% | 0.10% | 0.17% | Q4 2014 | Q3 2023 | 34 |
Bank of New York Mellon Corp | 29 | 1 | 0.00% | 0.03% | 0.05% | Q2 2014 | Q3 2023 | 34 |
Tradewinds Capital Management, LLC | 33 | 33 | 0.06% | 0.18% | 0.28% | Q1 2014 | Q1 2022 | 33 |
FINANCIAL CONSULATE, INC | 33 | 33 | 0.21% | 0.50% | 0.94% | Q3 2015 | Q3 2023 | 33 |
COMERICA BANK | 32 | 1 | 0.03% | 0.07% | 0.18% | Q1 2015 | Q3 2023 | 33 |
CHOREO, LLC | 33 | 33 | 0.01% | 0.05% | 0.12% | Q2 2014 | Q2 2022 | 33 |
BANK OF HAWAII | 33 | 33 | 0.03% | 0.11% | 0.18% | Q3 2015 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 19 | 1 | 0.03% | 0.06% | 0.10% | Q1 2015 | Q3 2023 | 33 |
NWAM LLC | 32 | 1 | 0.06% | 0.47% | 0.76% | Q2 2015 | Q3 2023 | 33 |
Cetera Investment Advisers | 32 | 32 | 0.04% | 0.24% | 0.90% | Q4 2015 | Q3 2023 | 32 |
REGIONS FINANCIAL CORP | 32 | 32 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 32 |
Avior Wealth Management, LLC | 25 | 7 | 0.03% | 0.72% | 1.25% | Q3 2015 | Q3 2023 | 32 |
RETIREMENT CAPITAL STRATEGIES | 31 | 1 | 0.23% | 6.81% | 12.42% | Q4 2014 | Q4 2022 | 32 |
Retirement Planning Group, LLC | 32 | 32 | 0.03% | 1.50% | 5.38% | Q4 2015 | Q3 2023 | 32 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 19 | 13 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 32 |
JFS WEALTH ADVISORS, LLC | 32 | 32 | 0.01% | 0.10% | 0.26% | Q4 2015 | Q3 2023 | 32 |
Friedenthal Financial | 32 | 32 | 0.39% | 1.93% | 4.57% | Q4 2015 | Q3 2023 | 32 |
FIL Ltd | 32 | 32 | 0.00% | 0.19% | 0.56% | Q4 2015 | Q3 2023 | 32 |
AMERICAN NATIONAL BANK | 32 | 32 | 0.00% | 0.15% | 0.24% | Q4 2015 | Q3 2023 | 32 |
BLB&B Advisors, LLC | 32 | 32 | 0.08% | 0.35% | 0.98% | Q4 2015 | Q3 2023 | 32 |
GIRARD PARTNERS LTD. | 32 | 32 | 0.11% | 1.30% | 3.58% | Q4 2015 | Q3 2023 | 32 |
Bartlett & Co. LLC | 16 | 16 | 0.00% | 0.01% | 0.09% | Q4 2015 | Q4 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.03% | 0.37% | 1.27% | Q1 2016 | Q3 2023 | 31 |
FARMERS & MERCHANTS INVESTMENTS INC | 31 | 31 | 0.02% | 0.14% | 0.22% | Q1 2016 | Q3 2023 | 31 |
Financial Architects, Inc | 25 | 1 | 0.00% | 0.64% | 1.64% | Q4 2014 | Q2 2023 | 31 |
SouthState Corp | 31 | 31 | 0.02% | 0.07% | 0.12% | Q1 2016 | Q3 2023 | 31 |
Cranbrook Wealth Management, LLC | 31 | 31 | 0.20% | 5.05% | 7.29% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.02% | 0.09% | 0.25% | Q4 2015 | Q3 2023 | 31 |
Stratos Wealth Partners, LTD. | 31 | 31 | 0.01% | 0.07% | 0.26% | Q1 2016 | Q3 2023 | 31 |
COLONY GROUP LLC | 21 | 1 | 0.00% | 0.06% | 0.41% | Q1 2014 | Q4 2022 | 31 |
Regal Investment Advisors LLC | 19 | 1 | 0.01% | 0.10% | 0.20% | Q2 2015 | Q3 2023 | 31 |
Cetera Advisors LLC | 23 | 8 | 0.03% | 0.18% | 0.33% | Q4 2015 | Q3 2023 | 31 |
MILLENNIUM MANAGEMENT LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 31 |
Allworth Financial LP | 26 | 5 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 31 |
Baird Financial Group, Inc. | 30 | 30 | 0.01% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 30 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 29 | 1 | 0.01% | 0.28% | 0.62% | Q3 2015 | Q3 2023 | 30 |
Advisory Services Network, LLC | 27 | 3 | 0.03% | 0.12% | 0.24% | Q1 2016 | Q3 2023 | 30 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 30 | 30 | 0.05% | 0.44% | 0.89% | Q2 2016 | Q3 2023 | 30 |
Windham Capital Management, LLC | 20 | 10 | 0.04% | 1.81% | 7.19% | Q1 2014 | Q3 2023 | 30 |
BOK Financial Private Wealth, Inc. | 30 | 30 | 0.03% | 0.13% | 0.44% | Q2 2016 | Q3 2023 | 30 |
HOWE & RUSLING INC | 17 | 1 | 0.00% | 0.05% | 0.12% | Q1 2014 | Q2 2023 | 29 |
Paradigm Financial Advisors, LLC | 29 | 29 | 0.28% | 0.49% | 0.77% | Q4 2014 | Q4 2021 | 29 |
ALLIANCEBERNSTEIN L.P. | 29 | 29 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 29 |
MCF Advisors LLC | 19 | 3 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 29 |
VICUS CAPITAL | 29 | 29 | 0.05% | 0.70% | 2.29% | Q1 2014 | Q1 2021 | 29 |
Cornerstone Wealth Management, LLC | 25 | 1 | 0.07% | 0.45% | 3.25% | Q1 2016 | Q3 2023 | 29 |
JNBA Financial Advisors | 25 | 1 | 0.00% | 0.05% | 0.24% | Q3 2015 | Q3 2023 | 29 |
Symmetry Partners, LLC | 29 | 29 | 3.40% | 6.67% | 11.51% | Q4 2016 | Q4 2023 | 29 |
MONEYWISE, INC. | 29 | 29 | 0.73% | 2.40% | 3.38% | Q3 2016 | Q3 2023 | 29 |
Institute for Wealth Management, LLC. | 26 | 3 | 0.11% | 0.59% | 3.76% | Q2 2015 | Q3 2023 | 29 |
JONES FINANCIAL COMPANIES LLLP | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
HOLLENCREST CAPITAL MANAGEMENT | 29 | 29 | 0.03% | 0.19% | 0.35% | Q3 2016 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 29 |
Glassman Wealth Services | 26 | 1 | 0.00% | 0.48% | 3.13% | Q4 2014 | Q3 2023 | 28 |
GOLDMAN SACHS GROUP INC | 26 | 2 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 28 |
Kovack Advisors, Inc. | 28 | 28 | 0.10% | 0.14% | 0.22% | Q4 2016 | Q3 2023 | 28 |
FMR LLC | 27 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
Capital Advisors, Ltd. LLC | 28 | 28 | 0.00% | 0.11% | 0.28% | Q4 2015 | Q3 2022 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.14% | 0.57% | 1.78% | Q4 2016 | Q3 2023 | 28 |
Zhang Financial LLC | 20 | 8 | 0.02% | 0.10% | 0.22% | Q2 2016 | Q3 2023 | 28 |
FIRST MERCANTILE TRUST CO | 19 | 9 | 0.35% | 0.80% | 2.13% | Q3 2014 | Q3 2021 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.31% | 1.23% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.10% | 0.88% | Q1 2016 | Q4 2022 | 28 |
Trust Co | 16 | 1 | 0.01% | 0.59% | 2.10% | Q1 2015 | Q3 2023 | 28 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 28 | 28 | 0.00% | 0.22% | 0.38% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 20 | 7 | 0.03% | 0.15% | 0.39% | Q4 2016 | Q3 2023 | 27 |
Mirae Asset Global Investments Co., Ltd. | 26 | 1 | 0.06% | 0.61% | 1.62% | Q2 2016 | Q3 2023 | 27 |
WEDBUSH SECURITIES INC | 18 | 9 | 0.03% | 0.04% | 0.09% | Q3 2016 | Q3 2023 | 27 |
Sowell Financial Services LLC | 17 | 10 | 0.10% | 0.28% | 0.69% | Q4 2016 | Q3 2023 | 27 |
CWM, LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 27 |
First Heartland Consultants, Inc. | 21 | 6 | 0.07% | 0.77% | 1.48% | Q4 2016 | Q3 2023 | 27 |
OPPENHEIMER & CO INC | 15 | 3 | 0.01% | 0.03% | 0.09% | Q1 2014 | Q3 2023 | 27 |
Rehmann Capital Advisory Group | 15 | 12 | 0.22% | 1.46% | 2.26% | Q4 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.08% | 0.25% | 0.34% | Q1 2017 | Q3 2023 | 27 |
HARBOUR INVESTMENT MANAGEMENT LLC | 27 | 27 | 0.30% | 0.84% | 1.37% | Q1 2017 | Q3 2023 | 27 |
BLAIR WILLIAM & CO/IL | 20 | 2 | 0.00% | 0.01% | 0.09% | Q1 2015 | Q3 2023 | 27 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 25 | 2 | 0.00% | 0.08% | 0.46% | Q2 2015 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.27% | 0.53% | Q3 2014 | Q4 2021 | 27 |
QS Investors, LLC | 27 | 27 | 0.00% | 1.50% | 2.26% | Q4 2014 | Q2 2021 | 27 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 16 | 11 | 0.02% | 0.19% | 0.86% | Q1 2016 | Q3 2023 | 27 |
SVA Wealth Management, LLC | 27 | 27 | 0.06% | 0.18% | 0.68% | Q2 2014 | Q4 2020 | 27 |
BFSG, LLC | 27 | 27 | 0.62% | 1.99% | 3.62% | Q1 2017 | Q3 2023 | 27 |
Continuum Advisory, LLC | 27 | 27 | 0.22% | 0.55% | 0.90% | Q1 2017 | Q3 2023 | 27 |
Kohmann Bosshard Financial Services, LLC | 25 | 2 | 0.73% | 1.64% | 2.73% | Q4 2016 | Q3 2023 | 27 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 26 | 26 | 1.90% | 2.60% | 4.94% | Q2 2017 | Q3 2023 | 26 |
Laurel Wealth Advisors, Inc. | 26 | 26 | 0.02% | 0.08% | 0.36% | Q4 2015 | Q1 2022 | 26 |
Ifrah Financial Services, Inc. | 26 | 26 | 1.02% | 1.18% | 1.42% | Q4 2015 | Q1 2022 | 26 |
Personal Capital Advisors Corp | 26 | 26 | 0.48% | 0.76% | 1.17% | Q3 2016 | Q4 2022 | 26 |
Capstone Financial Advisors, Inc. | 26 | 26 | 0.12% | 6.10% | 11.29% | Q2 2017 | Q3 2023 | 26 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 26 | 26 | 0.00% | 1.50% | 3.78% | Q2 2017 | Q3 2023 | 26 |
Invst, LLC | 26 | 26 | 0.92% | 1.41% | 2.19% | Q2 2017 | Q3 2023 | 26 |
FIRST HAWAIIAN BANK | 26 | 26 | 0.08% | 0.18% | 0.29% | Q2 2017 | Q3 2023 | 26 |
FIFTH THIRD SECURITIES, INC. | 10 | 6 | 0.05% | 0.50% | 1.70% | Q3 2016 | Q3 2023 | 26 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 26 | 26 | 0.00% | 0.29% | 0.58% | Q3 2013 | Q4 2019 | 26 |
Ameritas Investment Partners, Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
TRUIST FINANCIAL CORP | 26 | 26 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
1832 Asset Management L.P. | 24 | 2 | 0.00% | 0.03% | 0.11% | Q4 2015 | Q3 2023 | 26 |
Brookstone Capital Management | 26 | 26 | 0.02% | 0.37% | 0.66% | Q2 2017 | Q3 2023 | 26 |
Chesley Taft & Associates LLC | 26 | 26 | 0.04% | 0.07% | 0.10% | Q4 2015 | Q1 2022 | 26 |
American Investment Services, Inc. | 24 | 1 | 0.05% | 0.45% | 0.87% | Q2 2017 | Q3 2023 | 25 |
AE Wealth Management LLC | 24 | 1 | 0.04% | 0.18% | 0.30% | Q2 2017 | Q3 2023 | 25 |
Baystate Wealth Management LLC | 18 | 7 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 25 |
NewEdge Advisors, LLC | 24 | 1 | 0.03% | 0.34% | 0.70% | Q2 2017 | Q3 2023 | 25 |
MASSMUTUAL TRUST CO FSB/ADV | 25 | 25 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q4 2023 | 25 |
Crestone Asset Management LLC | 25 | 25 | 0.05% | 0.65% | 1.54% | Q4 2015 | Q4 2021 | 25 |
Hanson & Doremus Investment Management | 22 | 3 | 0.00% | 2.69% | 4.16% | Q2 2016 | Q3 2023 | 25 |
AGF INVESTMENTS INC. | 25 | 25 | 0.00% | 0.01% | 0.12% | Q4 2015 | Q4 2021 | 25 |
Affiance Financial, LLC | 24 | 1 | 0.18% | 0.54% | 0.80% | Q4 2015 | Q3 2023 | 25 |
SEI INVESTMENTS CO | 14 | 1 | 0.00% | 0.04% | 0.13% | Q1 2015 | Q3 2023 | 25 |
LINCOLN NATIONAL CORP | 25 | 25 | 0.01% | 1.50% | 4.05% | Q3 2017 | Q3 2023 | 25 |
Freedom Investment Management, Inc. | 23 | 2 | 0.01% | 0.12% | 0.32% | Q1 2016 | Q3 2023 | 25 |
Wilshire Advisors LLC | 25 | 25 | 1.90% | 7.10% | 14.01% | Q4 2015 | Q4 2021 | 25 |
Freestone Capital Holdings, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
HUNTINGTON NATIONAL BANK | 20 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 25 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 18 | 7 | 0.02% | 0.07% | 0.39% | Q4 2014 | Q3 2023 | 25 |
First Allied Advisory Services, Inc. | 25 | 25 | 0.02% | 0.33% | 0.48% | Q3 2014 | Q3 2020 | 25 |
SIGNATUREFD, LLC | 14 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 25 |
Rathbones Group PLC | 25 | 25 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q1 2021 | 25 |
Front Row Advisors LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.02% | 0.08% | 0.20% | Q4 2017 | Q3 2023 | 24 |
Aveo Capital Partners, LLC | 11 | 1 | 0.08% | 0.16% | 0.38% | Q4 2016 | Q3 2023 | 24 |
Chandler Asset Management, Inc. | 24 | 24 | 0.32% | 1.37% | 1.90% | Q4 2017 | Q3 2023 | 24 |
Hilltop Holdings Inc. | 10 | 1 | 0.04% | 0.73% | 3.65% | Q2 2016 | Q3 2023 | 24 |
BOKF, NA | 15 | 9 | 0.02% | 0.07% | 0.12% | Q3 2017 | Q3 2023 | 24 |
PrairieView Partners, LLC | 24 | 24 | 4.42% | 5.02% | 5.98% | Q4 2017 | Q3 2023 | 24 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 24 | 24 | 0.08% | 0.34% | 0.75% | Q4 2017 | Q3 2023 | 24 |
Forefront Analytics, LLC | 24 | 24 | 0.86% | 2.60% | 5.60% | Q4 2017 | Q3 2023 | 24 |
Cypress Wealth Services, LLC | 24 | 24 | 0.10% | 0.16% | 0.20% | Q4 2017 | Q3 2023 | 24 |
Towerpoint Wealth, LLC | 24 | 24 | 2.72% | 4.24% | 7.16% | Q4 2017 | Q3 2023 | 24 |
AlphaStar Capital Management, LLC | 24 | 24 | 0.49% | 0.84% | 1.81% | Q4 2017 | Q3 2023 | 24 |
Alaska Wealth Advisors | 24 | 24 | 1.38% | 2.78% | 3.99% | Q4 2017 | Q3 2023 | 24 |
NewSquare Capital LLC | 22 | 2 | 0.00% | 0.10% | 0.38% | Q3 2017 | Q3 2023 | 24 |
BDO Wealth Advisors, LLC | 23 | 1 | 0.00% | 0.06% | 0.38% | Q2 2017 | Q2 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.05% | 0.18% | Q4 2017 | Q3 2023 | 24 |
Kistler-Tiffany Companies, LLC | 16 | 8 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q2 2023 | 24 |
FAS Wealth Partners, Inc. | 24 | 24 | 0.03% | 0.92% | 1.92% | Q1 2017 | Q4 2022 | 24 |
Financial Advisors Network, Inc. | 17 | 1 | 2.04% | 3.06% | 4.95% | Q4 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.07% | 0.17% | 0.26% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
OPTIMUM INVESTMENT ADVISORS | 24 | 24 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2023 | 24 |
NATIXIS ADVISORS, L.P. | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.02% | 0.22% | 3.32% | Q4 2017 | Q3 2023 | 24 |
PRUDENTIAL FINANCIAL INC | 22 | 1 | 0.00% | 0.06% | 0.10% | Q2 2017 | Q3 2023 | 23 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 19 | 1 | 0.05% | 0.59% | 6.15% | Q4 2015 | Q3 2023 | 23 |
Chesapeake Wealth Management | 23 | 23 | 2.00% | 2.47% | 3.00% | Q1 2018 | Q3 2023 | 23 |
TWIN CAPITAL MANAGEMENT INC | 20 | 3 | 0.26% | 0.51% | 1.10% | Q4 2014 | Q3 2020 | 23 |
Confluence Wealth Management LLC | 23 | 23 | 0.35% | 4.12% | 7.27% | Q1 2015 | Q3 2020 | 23 |
CreativeOne Wealth, LLC | 23 | 23 | 1.08% | 1.67% | 2.60% | Q1 2018 | Q3 2023 | 23 |
SeaCrest Wealth Management, LLC | 17 | 6 | 0.01% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 23 |
Alpha Omega Wealth Management LLC | 12 | 11 | 0.00% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 23 |
GLENMEDE TRUST CO NA | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 14 | 9 | 0.00% | 0.02% | 0.19% | Q3 2017 | Q3 2023 | 23 |
Dynamic Advisor Solutions LLC | 23 | 23 | 0.08% | 0.89% | 1.59% | Q1 2018 | Q3 2023 | 23 |
Fortis Advisors, LLC | 13 | 10 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 23 |
Verity Asset Management, Inc. | 14 | 2 | 0.31% | 1.39% | 5.09% | Q2 2016 | Q3 2023 | 23 |
NORTHERN TRUST CORP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 23 |
Garde Capital, Inc. | 23 | 23 | 0.20% | 0.80% | 1.73% | Q4 2014 | Q2 2020 | 23 |
McIlrath & Eck, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
MainStreet Investment Advisors LLC | 10 | 2 | 0.05% | 0.10% | 0.15% | Q4 2017 | Q3 2023 | 22 |
SYNOVUS FINANCIAL CORP | 10 | 1 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.01% | 0.16% | 0.23% | Q2 2018 | Q3 2023 | 22 |
Financial Advocates Investment Management | 19 | 1 | 0.02% | 0.08% | 0.14% | Q4 2017 | Q3 2023 | 22 |
Tortoise Investment Management, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2022 | 22 |
Mutual Advisors, LLC | 22 | 22 | 0.03% | 0.25% | 0.91% | Q2 2018 | Q3 2023 | 22 |
Roof Eidam Maycock Peralta, LLC | 22 | 22 | 0.08% | 1.36% | 5.14% | Q2 2016 | Q3 2021 | 22 |
WESTWOOD HOLDINGS GROUP INC | 22 | 22 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 22 |
LifePlan Financial Group, Inc | 22 | 22 | 0.17% | 2.23% | 3.64% | Q2 2015 | Q3 2020 | 22 |
DUBUQUE BANK & TRUST CO | 18 | 4 | 0.00% | 0.11% | 0.18% | Q4 2017 | Q3 2023 | 22 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.05% | 0.21% | Q1 2017 | Q3 2023 | 22 |
JANUS HENDERSON GROUP PLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 22 |
FRANKLIN RESOURCES INC | 18 | 4 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q3 2023 | 22 |
RiverGlades Family Offices LLC | 14 | 4 | 2.46% | 3.66% | 4.96% | Q4 2017 | Q3 2023 | 22 |
Patriot Financial Group Insurance Agency, LLC | 21 | 1 | 0.00% | 0.10% | 0.19% | Q4 2016 | Q2 2022 | 22 |
C M BIDWELL & ASSOCIATES LTD | 17 | 5 | 0.01% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 22 |
OneDigital Investment Advisors LLC | 20 | 2 | 0.00% | 0.17% | 0.44% | Q1 2018 | Q3 2023 | 22 |
Simplicity Solutions, LLC | 14 | 1 | 0.01% | 0.13% | 0.31% | Q4 2015 | Q3 2023 | 22 |
Wealthcare Advisory Partners LLC | 11 | 11 | 0.00% | 0.08% | 0.45% | Q3 2017 | Q3 2023 | 22 |
LFA - Lugano Financial Advisors SA | 16 | 5 | 0.19% | 0.92% | 3.02% | Q2 2018 | Q3 2023 | 21 |
FDx Advisors, Inc. | 18 | 1 | 0.02% | 0.25% | 0.63% | Q2 2014 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.37% | 0.90% | Q1 2017 | Q3 2023 | 21 |
VERITY Wealth Advisors | 21 | 21 | 0.30% | 0.83% | 2.32% | Q4 2018 | Q4 2023 | 21 |
FIDUCIARY TRUST CO | 21 | 21 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q1 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.77% | 1.16% | 1.81% | Q3 2018 | Q3 2023 | 21 |
INVESTMENT PARTNERS, LTD. | 21 | 21 | 0.20% | 0.35% | 0.45% | Q1 2017 | Q1 2022 | 21 |
GABLES CAPITAL MANAGEMENT INC. | 21 | 21 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2023 | 21 |
Resource Planning Group | 21 | 21 | 0.80% | 5.81% | 14.46% | Q3 2018 | Q3 2023 | 21 |
Bay Harbor Wealth Management, LLC | 20 | 20 | 5.78% | 6.87% | 7.61% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
MOODY NATIONAL BANK TRUST DIVISION | 20 | 20 | 0.01% | 0.02% | 0.07% | Q2 2018 | Q1 2023 | 20 |
DOWLING & YAHNKE LLC | 20 | 20 | 0.12% | 0.21% | 0.28% | Q4 2017 | Q3 2022 | 20 |
Csenge Advisory Group | 17 | 3 | 0.00% | 0.16% | 0.35% | Q1 2018 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2020 | 20 |
NYL Investors LLC | 20 | 20 | 0.14% | 1.07% | 2.13% | Q4 2018 | Q3 2023 | 20 |
Arete Wealth Advisors, LLC | 7 | 3 | 0.05% | 0.08% | 0.30% | Q1 2018 | Q3 2023 | 20 |
Polaris Wealth Advisory Group, LLC | 20 | 20 | 1.49% | 3.60% | 5.30% | Q4 2014 | Q3 2019 | 20 |
Ally Invest Advisors Inc. | 20 | 20 | 9.19% | 10.35% | 11.17% | Q4 2018 | Q3 2023 | 20 |
Mariner, LLC | 20 | 20 | 0.00% | 0.07% | 0.23% | Q4 2018 | Q3 2023 | 20 |
FIRST NATIONAL CORP /MA/ /ADV | 20 | 20 | 0.09% | 0.57% | 1.70% | Q4 2018 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.09% | 0.22% | 0.59% | Q4 2018 | Q3 2023 | 20 |
McCarthy Grittinger Financial Group, LLC | 20 | 20 | 8.43% | 11.18% | 16.49% | Q4 2018 | Q3 2023 | 20 |
Valeo Financial Advisors, LLC | 8 | 6 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 20 |
Broadview Financial Management, LLC | 18 | 2 | 0.17% | 0.40% | 1.07% | Q4 2017 | Q1 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.11% | 0.34% | Q4 2017 | Q3 2022 | 20 |
MARSHALL FINANCIAL GROUP INC /ADV | 20 | 20 | 0.72% | 1.04% | 1.48% | Q4 2018 | Q3 2023 | 20 |
PRUDENTIAL PLC | 20 | 20 | 0.00% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Human Investing LLC | 20 | 20 | 2.55% | 4.46% | 5.91% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, LLC | 20 | 20 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 1 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.17% | 0.28% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Full Sail Capital, LLC | 20 | 20 | 0.87% | 1.39% | 2.42% | Q4 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.11% | 0.41% | Q1 2014 | Q3 2023 | 20 |
Strategic Investment Advisors / MI | 20 | 20 | 1.25% | 2.23% | 3.70% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Trek Financial, LLC | 20 | 20 | 0.14% | 1.52% | 8.49% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.02% | 0.09% | Q1 2018 | Q3 2023 | 20 |
Hardy Reed LLC | 20 | 20 | 3.65% | 7.26% | 8.69% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q2 2022 | 20 |
Arkos Global Advisors | 20 | 20 | 0.06% | 0.54% | 0.75% | Q4 2018 | Q3 2023 | 20 |
American Financial Advisors, LLC | 20 | 20 | 0.19% | 1.60% | 3.83% | Q4 2018 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.20% | 1.36% | 2.11% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 2.75% | 3.67% | 4.52% | Q4 2018 | Q3 2023 | 20 |
Sandy Spring Bank | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 20 |
Global Trust Asset Management, LLC | 20 | 20 | 0.05% | 0.29% | 0.74% | Q4 2018 | Q3 2023 | 20 |
PACIFIC FINANCIAL GROUP INC | 19 | 1 | 0.04% | 0.82% | 3.15% | Q1 2015 | Q3 2023 | 20 |
Providence First Trust Co | 20 | 20 | 0.21% | 0.49% | 0.78% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2020 | 20 |
REILLY FINANCIAL ADVISORS, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2021 | 19 |
CITIZENS & NORTHERN CORP | 19 | 19 | 0.25% | 0.49% | 0.77% | Q1 2019 | Q3 2023 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.04% | 0.17% | 0.97% | Q1 2019 | Q3 2023 | 19 |
Ellevest, Inc. | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2023 | 19 |
OARSMAN CAPITAL, INC. | 10 | 9 | 0.08% | 0.29% | 0.66% | Q4 2017 | Q3 2022 | 19 |
Advisors Asset Management, Inc. | 13 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.77% | 0.86% | 0.96% | Q1 2019 | Q3 2023 | 19 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 18 | 1 | 0.02% | 0.08% | 0.30% | Q4 2014 | Q3 2019 | 19 |
Keel Point, LLC | 12 | 7 | 0.04% | 0.19% | 0.32% | Q2 2017 | Q3 2023 | 19 |
Neumann Capital Management, LLC | 19 | 19 | 0.25% | 0.57% | 1.62% | Q1 2019 | Q3 2023 | 19 |
Waverly Advisors, LLC | 12 | 7 | 0.02% | 0.05% | 0.19% | Q4 2018 | Q3 2023 | 19 |
Financial Management Professionals, Inc. | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Lenox Wealth Advisors, LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2022 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.04% | 0.15% | 0.35% | Q4 2018 | Q3 2023 | 19 |
STATE STREET CORP | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2023 | 19 |
TFG Advisers LLC | 19 | 19 | 0.11% | 0.70% | 1.32% | Q4 2018 | Q2 2023 | 19 |
Private Ocean, LLC | 13 | 3 | 0.00% | 0.08% | 1.19% | Q1 2018 | Q1 2023 | 19 |
TCI Wealth Advisors, Inc. | 16 | 1 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q1 2023 | 19 |
BB&T SECURITIES, LLC | 19 | 19 | 0.01% | 0.05% | 0.16% | Q1 2015 | Q3 2019 | 19 |
Venturi Wealth Management, LLC | 6 | 1 | 0.00% | 0.80% | 4.75% | Q2 2017 | Q3 2023 | 19 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.03% | 0.20% | 0.32% | Q4 2018 | Q3 2023 | 19 |
AXA S.A. | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2019 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.28% | 0.88% | 1.13% | Q4 2017 | Q2 2022 | 19 |
Anchor Investment Management, LLC | 14 | 5 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 19 |
Mosaic Financial Partners, Inc. | 19 | 19 | 0.23% | 1.87% | 3.51% | Q4 2013 | Q2 2018 | 19 |
Cedar Brook Financial Partners, LLC | 19 | 19 | 0.09% | 0.38% | 0.65% | Q1 2019 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
UNIVEST FINANCIAL Corp | 15 | 4 | 0.08% | 0.12% | 0.43% | Q4 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.82% | 2.30% | Q1 2019 | Q3 2023 | 19 |
Koshinski Asset Management, Inc. | 13 | 2 | 0.06% | 0.25% | 0.33% | Q4 2014 | Q3 2023 | 19 |
Citadel Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 18 |
Snowden Capital Advisors LLC | 9 | 1 | 0.02% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 18 |
Kingsview Wealth Management, LLC | 12 | 6 | 0.01% | 0.03% | 0.09% | Q1 2019 | Q3 2023 | 18 |
Moors & Cabot, Inc. | 9 | 3 | 0.02% | 0.07% | 0.29% | Q2 2017 | Q3 2023 | 18 |
COOPER/HAIMS ADVISORS, LLC | 18 | 18 | 0.18% | 2.66% | 8.48% | Q2 2019 | Q3 2023 | 18 |
TD Ameritrade Trust Co | 18 | 18 | 0.36% | 0.87% | 1.83% | Q4 2014 | Q1 2019 | 18 |
LEVEL FOUR ADVISORY SERVICES, LLC | 14 | 1 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 18 |
TORONTO DOMINION BANK | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.00% | 2.08% | 4.39% | Q4 2018 | Q3 2023 | 18 |
IFC Holdings Incorporated/FL | 18 | 18 | 1.70% | 3.32% | 4.66% | Q3 2013 | Q4 2017 | 18 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 4 | 0.07% | 0.18% | 0.38% | Q1 2019 | Q3 2023 | 18 |
IHT Wealth Management, LLC | 9 | 1 | 0.00% | 0.13% | 0.65% | Q4 2016 | Q3 2023 | 18 |
Horizon Investments, LLC | 6 | 1 | 0.00% | 0.78% | 3.91% | Q1 2014 | Q3 2023 | 18 |
DFPG INVESTMENTS, LLC | 18 | 18 | 0.05% | 0.35% | 0.84% | Q2 2019 | Q3 2023 | 18 |
SII INVESTMENTS INC/WI | 18 | 18 | 1.04% | 1.90% | 3.08% | Q3 2013 | Q4 2017 | 18 |
FIRST AMERICAN TRUST, FSB | 18 | 18 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q1 2023 | 18 |
Savant Capital, LLC | 18 | 18 | 0.22% | 2.15% | 4.66% | Q2 2019 | Q3 2023 | 18 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 2 | 0.03% | 0.26% | 1.53% | Q3 2018 | Q3 2023 | 18 |
PARK AVENUE SECURITIES LLC | 18 | 18 | 0.03% | 0.09% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Plancorp, LLC | 18 | 18 | 0.03% | 0.11% | 0.27% | Q2 2019 | Q3 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.64% | 1.62% | 4.87% | Q3 2013 | Q4 2017 | 18 |
SALEM INVESTMENT COUNSELORS INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
MUFG Americas Holdings Corp | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 18 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 10 | 7 | 0.15% | 3.77% | 10.84% | Q4 2013 | Q3 2019 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2023 | 17 |
Castle Rock Wealth Management, LLC | 8 | 1 | 0.04% | 0.44% | 1.20% | Q4 2017 | Q3 2022 | 17 |
Lutz Financial Services LLC | 17 | 17 | 0.14% | 0.46% | 0.75% | Q4 2017 | Q4 2021 | 17 |
Choate Investment Advisors | 12 | 5 | 0.01% | 1.13% | 3.26% | Q4 2013 | Q3 2020 | 17 |
TSFG, LLC | 13 | 4 | 0.00% | 0.03% | 0.11% | Q1 2019 | Q3 2023 | 17 |
Essex Financial Services, Inc. | 17 | 17 | 0.03% | 0.07% | 0.13% | Q4 2018 | Q4 2022 | 17 |
QUANTUM CAPITAL MANAGEMENT | 12 | 5 | 0.00% | 0.35% | 1.29% | Q4 2013 | Q3 2020 | 17 |
RAYMOND JAMES TRUST N.A. | 14 | 3 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 17 |
PDS Planning, Inc | 17 | 17 | 0.29% | 3.22% | 4.66% | Q3 2019 | Q3 2023 | 17 |
NewFocus Financial Group, LLC | 17 | 17 | 0.06% | 0.16% | 0.26% | Q4 2016 | Q4 2020 | 17 |
Baldrige Asset Management LLC | 17 | 17 | 1.08% | 1.36% | 1.75% | Q1 2019 | Q1 2023 | 17 |
Crabel Capital Management, LLC | 7 | 3 | 0.24% | 1.32% | 2.87% | Q4 2017 | Q2 2023 | 17 |
MD Financial Management Inc. | 17 | 17 | 0.46% | 2.24% | 6.27% | Q4 2017 | Q4 2021 | 17 |
Beacon Harbor Wealth Advisors, Inc. | 13 | 4 | 0.36% | 0.48% | 0.81% | Q2 2019 | Q3 2023 | 17 |
PFG Advisors | 11 | 1 | 0.03% | 0.11% | 0.33% | Q4 2017 | Q3 2023 | 17 |
Carroll Financial Associates, Inc. | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2021 | 17 |
Patten Group, Inc. | 17 | 17 | 0.01% | 0.05% | 0.15% | Q4 2014 | Q4 2018 | 17 |
Wall Capital Group, Inc. | 12 | 5 | 0.09% | 0.41% | 1.29% | Q2 2017 | Q1 2022 | 17 |
Belpointe Asset Management LLC | 13 | 4 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 17 |
CALTON & ASSOCIATES, INC. | 17 | 17 | 0.08% | 0.41% | 0.67% | Q4 2017 | Q4 2021 | 17 |
CENTRAL TRUST Co | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 17 |
US FINANCIAL ADVISORS, LLC | 12 | 5 | 0.02% | 1.32% | 2.38% | Q2 2015 | Q3 2023 | 17 |
Sutton Wealth Advisors Inc. | 16 | 1 | 0.00% | 0.28% | 0.60% | Q4 2018 | Q3 2023 | 17 |
Brickley Wealth Management | 17 | 17 | 10.28% | 13.14% | 16.73% | Q4 2017 | Q4 2021 | 17 |
Hubbell Strickland Wealth Management, LLC | 17 | 17 | 0.18% | 0.34% | 0.55% | Q3 2019 | Q3 2023 | 17 |
Versant Capital Management, Inc | 10 | 1 | 0.00% | 0.10% | 0.21% | Q4 2015 | Q4 2023 | 17 |
Curtis Advisory Group, LLC | 16 | 16 | 0.11% | 0.35% | 0.65% | Q4 2019 | Q3 2023 | 16 |
COMERICA SECURITIES,INC. | 14 | 1 | 0.01% | 0.16% | 0.60% | Q1 2019 | Q3 2023 | 16 |
Commonwealth Equity Services, Inc | 16 | 16 | 0.00% | 0.06% | 0.17% | Q4 2013 | Q3 2017 | 16 |
CX Institutional | 15 | 1 | 0.00% | 1.35% | 2.39% | Q3 2018 | Q3 2023 | 16 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 16 |
CVA Family Office, LLC | 16 | 16 | 0.13% | 1.04% | 2.71% | Q4 2019 | Q3 2023 | 16 |
Bogart Wealth, LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 16 |
Marotta Asset Management | 13 | 3 | 3.16% | 5.09% | 6.43% | Q4 2019 | Q4 2023 | 16 |
WALLER FINANCIAL PLANNING GROUP, INC | 16 | 16 | 4.94% | 6.19% | 8.48% | Q1 2020 | Q4 2023 | 16 |
Stellar Capital Management, LLC | 15 | 1 | 0.22% | 0.30% | 0.37% | Q2 2016 | Q2 2020 | 16 |
WEALTHSOURCE PARTNERS, LLC | 16 | 16 | 0.03% | 0.29% | 1.04% | Q4 2018 | Q3 2022 | 16 |
S.A. Mason LLC | 16 | 16 | 0.09% | 0.20% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Wealth Alliance | 16 | 16 | 0.19% | 0.37% | 0.52% | Q4 2019 | Q3 2023 | 16 |
Marcum Wealth, LLC | 16 | 16 | 0.19% | 0.48% | 1.14% | Q4 2019 | Q3 2023 | 16 |
CNB Bank | 8 | 1 | 0.00% | 0.03% | 0.11% | Q4 2017 | Q4 2022 | 16 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 16 | 16 | 1.13% | 3.58% | 7.32% | Q4 2019 | Q3 2023 | 16 |
DAVENPORT & Co LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 16 |
Claraphi Advisory Network, LLC | 16 | 16 | 0.06% | 0.16% | 0.34% | Q4 2017 | Q3 2021 | 16 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 16 | 16 | 0.23% | 0.54% | 1.12% | Q4 2019 | Q3 2023 | 16 |
Lido Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Emerald Advisors, LLC | 16 | 16 | 0.42% | 0.53% | 0.75% | Q4 2019 | Q3 2023 | 16 |
Pure Financial Advisors, LLC | 16 | 16 | 0.16% | 1.15% | 1.87% | Q1 2020 | Q4 2023 | 16 |
Sompo Asset Management Co., Ltd. | 16 | 16 | 0.47% | 1.50% | 2.90% | Q3 2019 | Q2 2023 | 16 |
NextCapital Advisers, Inc. | 16 | 16 | 1.36% | 2.34% | 3.47% | Q3 2018 | Q2 2022 | 16 |
MEEDER ASSET MANAGEMENT INC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 16 |
Chicago Partners Investment Group LLC | 15 | 1 | 0.03% | 0.06% | 0.11% | Q1 2017 | Q1 2021 | 16 |
Affinity Capital Advisors, LLC | 16 | 16 | 0.44% | 0.93% | 1.33% | Q4 2019 | Q3 2023 | 16 |
First Ascent Asset Management, LLC | 16 | 16 | 2.94% | 4.28% | 7.19% | Q4 2019 | Q3 2023 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.08% | 1.43% | 2.78% | Q4 2019 | Q3 2023 | 16 |
Avion Wealth | 16 | 16 | 2.36% | 6.70% | 7.94% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.04% | 0.06% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Strategic Financial Planning, Inc. | 16 | 16 | 2.39% | 2.66% | 3.57% | Q4 2019 | Q3 2023 | 16 |
Evanson Asset Management, LLC | 10 | 1 | 0.03% | 0.06% | 0.14% | Q3 2015 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
AMG National Trust Bank | 16 | 16 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Archer Investment Corp | 16 | 16 | 0.00% | 0.08% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Selective Wealth Management, Inc. | 15 | 1 | 0.06% | 0.18% | 0.61% | Q2 2019 | Q2 2023 | 16 |
Paulson Wealth Management Inc. | 16 | 16 | 1.68% | 2.25% | 2.55% | Q4 2017 | Q3 2021 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.24% | 0.89% | 1.59% | Q4 2019 | Q3 2023 | 16 |
Riggs Asset Managment Co. Inc. | 7 | 1 | 0.00% | 0.43% | 1.96% | Q2 2017 | Q1 2022 | 16 |
Foundations Investment Advisors, LLC | 10 | 6 | 0.02% | 0.17% | 1.06% | Q3 2018 | Q3 2023 | 16 |
SigFig Wealth Management, LLC | 16 | 16 | 0.03% | 0.48% | 0.66% | Q4 2019 | Q3 2023 | 16 |
Jacobi Capital Management LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2021 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.05% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Guidance Point Advisors, LLC | 16 | 16 | 0.24% | 1.30% | 2.44% | Q4 2018 | Q3 2022 | 16 |
FineMark National Bank & Trust | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2022 | 16 |
FOUNDERS FINANCIAL SECURITIES LLC | 8 | 1 | 0.05% | 0.36% | 0.78% | Q1 2014 | Q3 2023 | 16 |
Strategic Blueprint, LLC | 10 | 6 | 0.03% | 0.10% | 0.17% | Q3 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.02% | 0.08% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Summit Wealth Group, LLC | 16 | 16 | 0.82% | 12.29% | 40.24% | Q4 2019 | Q3 2023 | 16 |
EXENCIAL WEALTH ADVISORS, LLC | 16 | 16 | 0.04% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 16 |
BNP PARIBAS FINANCIAL MARKETS | 15 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.50% | 0.69% | 1.00% | Q1 2020 | Q3 2023 | 15 |
Santori & Peters, Inc. | 15 | 15 | 1.79% | 4.29% | 6.05% | Q3 2018 | Q1 2022 | 15 |
Homrich & Berg | 8 | 1 | 0.01% | 0.03% | 0.14% | Q3 2015 | Q3 2021 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.06% | 0.11% | 0.25% | Q4 2019 | Q2 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 2.84% | 4.46% | 6.07% | Q1 2020 | Q4 2023 | 15 |
First PREMIER Bank | 10 | 2 | 0.00% | 0.06% | 0.30% | Q3 2017 | Q2 2023 | 15 |
THOMPSON DAVIS & CO., INC. | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2018 | 15 |
LVW Advisors, LLC | 11 | 4 | 0.10% | 1.43% | 4.19% | Q4 2014 | Q1 2020 | 15 |
J.W. COLE ADVISORS, INC. | 14 | 1 | 0.34% | 0.47% | 1.03% | Q4 2019 | Q3 2023 | 15 |
Beacon Pointe Advisors, LLC | 11 | 1 | 0.01% | 0.11% | 0.34% | Q2 2019 | Q3 2023 | 15 |
Checchi Capital Advisers, LLC | 12 | 1 | 0.00% | 0.09% | 0.25% | Q2 2016 | Q2 2023 | 15 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2018 | 15 |
Verus Financial Partners, Inc. | 8 | 3 | 0.04% | 1.85% | 8.92% | Q4 2013 | Q3 2022 | 15 |
Stadion Money Management, LLC | 10 | 5 | 0.01% | 0.56% | 1.27% | Q4 2013 | Q3 2018 | 15 |
Cordasco Financial Network | 9 | 3 | 0.02% | 0.69% | 2.96% | Q4 2015 | Q2 2022 | 15 |
Magnus Financial Group LLC | 15 | 15 | 0.07% | 1.30% | 2.45% | Q4 2018 | Q2 2022 | 15 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 11 | 4 | 0.11% | 0.95% | 1.78% | Q1 2014 | Q1 2018 | 15 |
Petix & Botte Co | 12 | 3 | 0.98% | 1.67% | 2.05% | Q4 2019 | Q3 2023 | 15 |
AdvicePeriod, LLC | 15 | 15 | 2.36% | 4.28% | 5.58% | Q4 2017 | Q2 2021 | 15 |
Stokes & Hubbell Capital Management, LLC | 15 | 15 | 0.11% | 0.26% | 0.49% | Q3 2015 | Q1 2019 | 15 |
Manning & Napier Group, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 15 | 15 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q4 2021 | 15 |
Arkadios Wealth Advisors | 14 | 1 | 0.00% | 0.50% | 1.11% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.40% | 1.01% | 1.48% | Q2 2016 | Q4 2019 | 15 |
RMR Wealth Builders | 14 | 1 | 0.06% | 0.50% | 1.15% | Q4 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q4 2016 | 15 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 1 | 0.05% | 0.27% | 0.57% | Q4 2018 | Q3 2023 | 15 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 1 | 0.52% | 1.29% | 1.86% | Q3 2013 | Q3 2017 | 15 |
Vantage Investment Advisors, LLC | 10 | 5 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2018 | 15 |
Prospera Financial Services Inc | 13 | 1 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 15 |
Acropolis Investment Management, LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q1 2022 | 15 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 14 |
CIBC WORLD MARKET INC. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 14 |
Bridgeworth, LLC | 6 | 2 | 0.08% | 1.62% | 4.45% | Q1 2017 | Q3 2023 | 14 |
Annex Advisory Services, LLC | 14 | 14 | 4.41% | 11.92% | 14.40% | Q3 2013 | Q4 2016 | 14 |
MorganRosel Wealth Management, LLC | 14 | 14 | 0.18% | 0.22% | 0.28% | Q2 2020 | Q3 2023 | 14 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 13 | 1 | 0.02% | 0.12% | 0.21% | Q4 2018 | Q2 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
Baltimore-Washington Financial Advisors, Inc. | 9 | 1 | 0.02% | 0.45% | 0.88% | Q4 2015 | Q1 2022 | 14 |
EP Wealth Advisors, LLC | 9 | 1 | 0.00% | 0.26% | 0.70% | Q3 2019 | Q3 2023 | 14 |
Lion Street Advisors, LLC | 9 | 5 | 0.21% | 1.30% | 4.03% | Q4 2019 | Q3 2023 | 14 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.03% | 0.18% | Q1 2018 | Q1 2022 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.99% | 1.49% | 2.06% | Q1 2017 | Q2 2020 | 14 |
Brio Consultants, LLC | 14 | 14 | 0.34% | 1.09% | 1.77% | Q4 2018 | Q1 2022 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.00% | 0.08% | 0.28% | Q1 2020 | Q3 2023 | 14 |
Elmwood Wealth Management, Inc. | 11 | 1 | 0.26% | 0.58% | 0.72% | Q1 2018 | Q4 2021 | 14 |
DAVIDSON TRUST CO | 14 | 14 | 0.18% | 0.32% | 0.45% | Q4 2019 | Q1 2023 | 14 |
Prestige Wealth Management Group LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Transform Wealth, LLC | 7 | 3 | 0.04% | 0.22% | 0.60% | Q2 2016 | Q4 2020 | 14 |
Peninsula Wealth, LLC | 14 | 14 | 0.15% | 0.30% | 0.40% | Q2 2020 | Q3 2023 | 14 |
Greenwich Wealth Management LLC | 14 | 14 | 0.08% | 0.10% | 0.18% | Q2 2020 | Q3 2023 | 14 |
FormulaFolio Investments, LLC | 5 | 2 | 0.02% | 0.44% | 1.20% | Q1 2015 | Q2 2021 | 14 |
BlueSky Wealth Advisors, LLC | 14 | 14 | 3.34% | 3.62% | 3.82% | Q4 2016 | Q1 2020 | 14 |
Outlook Wealth Advisors, LLC | 11 | 3 | 0.20% | 0.44% | 1.27% | Q1 2020 | Q3 2023 | 14 |
Verde Capital Management | 14 | 14 | 0.14% | 0.45% | 0.89% | Q2 2020 | Q3 2023 | 14 |
Pointe Capital Management LLC | 14 | 14 | 0.72% | 1.51% | 1.95% | Q2 2020 | Q3 2023 | 14 |
FIRST MANHATTAN CO. LLC. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 14 |
Asset Dedication, LLC | 9 | 1 | 0.00% | 0.01% | 0.10% | Q4 2015 | Q3 2023 | 14 |
SVB WEALTH LLC | 9 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 14 |
Hudock, Inc. | 13 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q4 2020 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.11% | 0.24% | 0.36% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.02% | 0.14% | Q1 2020 | Q3 2023 | 13 |
Renaissance Technologies | 7 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2021 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.07% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 13 |
TIEDEMANN ADVISORS, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
CAMDEN NATIONAL BANK | 13 | 13 | 0.15% | 1.11% | 1.62% | Q1 2019 | Q1 2022 | 13 |
Hanlon Investment Management, Inc. | 13 | 13 | 1.46% | 1.93% | 2.82% | Q3 2020 | Q3 2023 | 13 |
Newfound Research LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 13 |
COMMERCE BANK | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.02% | 0.15% | 0.32% | Q3 2020 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.45% | 0.93% | 1.18% | Q4 2020 | Q4 2023 | 13 |
First Bank & Trust | 13 | 13 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q2 2022 | 13 |
Bouchey Financial Group Ltd | 13 | 13 | 2.32% | 3.51% | 4.52% | Q2 2014 | Q2 2017 | 13 |
Wiser Wealth Management, Inc | 13 | 13 | 4.70% | 6.20% | 6.72% | Q4 2020 | Q4 2023 | 13 |
Independence Bank of Kentucky | 10 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 13 |
Prime Capital Investment Advisors, LLC | 8 | 1 | 0.02% | 0.19% | 0.78% | Q2 2018 | Q3 2023 | 13 |
White Lighthouse Investment Management Inc. | 9 | 4 | 0.06% | 0.37% | 0.81% | Q4 2017 | Q3 2023 | 13 |
Paradigm Financial Partners, LLC | 13 | 13 | 0.05% | 0.08% | 0.11% | Q1 2019 | Q1 2022 | 13 |
Gladstone Institutional Advisory LLC | 11 | 1 | 0.02% | 0.05% | 0.28% | Q1 2020 | Q3 2023 | 13 |
Wealth Quarterback LLC | 5 | 1 | 0.15% | 1.11% | 3.29% | Q1 1987 | Q2 2023 | 13 |
Fisher Asset Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
Cerity Partners LLC | 12 | 1 | 0.00% | 0.07% | 0.20% | Q2 2020 | Q3 2023 | 13 |
ALPHASIMPLEX GROUP, LLC | 13 | 13 | 0.27% | 0.81% | 1.92% | Q4 2017 | Q4 2020 | 13 |
Perella Weinberg Partners Capital Management LP | 10 | 3 | 0.44% | 1.33% | 3.24% | Q2 2015 | Q2 2019 | 13 |
Guidant Wealth Advisors | 13 | 13 | 4.80% | 5.85% | 8.03% | Q3 2016 | Q3 2019 | 13 |
McLean Asset Management Corp | 13 | 13 | 0.50% | 0.74% | 1.19% | Q4 2020 | Q4 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.14% | 0.18% | 0.23% | Q3 2020 | Q3 2023 | 13 |
Diversified Portfolios, Inc. | 9 | 4 | 0.12% | 0.30% | 0.79% | Q2 2020 | Q3 2023 | 13 |
Modera Wealth Management, LLC | 13 | 13 | 0.03% | 0.12% | 0.32% | Q3 2020 | Q3 2023 | 13 |
ROPES WEALTH ADVISORS LLC | 11 | 1 | 0.01% | 0.07% | 0.11% | Q2 2018 | Q2 2022 | 13 |
Optas, LLC | 13 | 13 | 0.19% | 4.29% | 7.37% | Q4 2019 | Q4 2022 | 13 |
Clearstead Advisors, LLC | 5 | 1 | 0.00% | 0.03% | 0.12% | Q2 2018 | Q3 2023 | 13 |
COURIER CAPITAL LLC | 13 | 13 | 0.08% | 0.14% | 0.19% | Q4 2014 | Q4 2017 | 13 |
Burleson & Company, LLC | 13 | 13 | 0.07% | 0.28% | 0.44% | Q4 2019 | Q4 2022 | 13 |
MGO ONE SEVEN LLC | 10 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 13 |
Southland Equity Partners LLC | 12 | 12 | 0.33% | 0.65% | 1.03% | Q4 2020 | Q3 2023 | 12 |
Walkner Condon Financial Advisors LLC | 10 | 2 | 0.06% | 0.22% | 0.59% | Q3 2020 | Q3 2023 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 12 | 12 | 0.00% | 0.41% | 0.60% | Q1 2019 | Q4 2021 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Red Wave Investments LLC | 12 | 12 | 2.07% | 3.49% | 4.98% | Q4 2020 | Q3 2023 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 0.00% | 0.54% | 1.56% | Q4 2020 | Q3 2023 | 12 |
Legacy Financial Group LLC | 12 | 12 | 0.16% | 2.30% | 2.93% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.04% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Nadler Financial Group, Inc. | 12 | 12 | 0.05% | 0.06% | 0.07% | Q3 2018 | Q2 2021 | 12 |
Cresset Asset Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.03% | 0.26% | 0.90% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
COLDSTREAM CAPITAL MANAGEMENT INC | 12 | 12 | 0.03% | 0.04% | 0.07% | Q1 2015 | Q4 2017 | 12 |
Advisory Alpha, LLC | 5 | 3 | 0.04% | 0.06% | 0.07% | Q1 2018 | Q4 2021 | 12 |
GREAT LAKES ADVISORS, LLC | 12 | 12 | 0.01% | 0.11% | 0.23% | Q3 2015 | Q2 2018 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 0.45% | 0.71% | 1.23% | Q4 2020 | Q3 2023 | 12 |
Veery Capital, LLC | 12 | 12 | 0.78% | 1.42% | 1.78% | Q4 2020 | Q3 2023 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 1.75% | 2.21% | 2.82% | Q4 2020 | Q3 2023 | 12 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 12 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 0.13% | 0.75% | Q1 2015 | Q2 2022 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.76% | 1.95% | 2.72% | Q4 2020 | Q3 2023 | 12 |
MMA ASSET MANAGEMENT LLC | 12 | 12 | 0.33% | 0.42% | 0.47% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ECLECTIC ASSOCIATES INC /ADV | 12 | 12 | 13.25% | 19.20% | 24.13% | Q4 2020 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.05% | 0.12% | 0.22% | Q4 2020 | Q3 2023 | 12 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 12 | 12 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.01% | 0.04% | 0.08% | Q3 2015 | Q1 2019 | 12 |
Bank of Marin | 12 | 12 | 0.40% | 1.26% | 1.70% | Q4 2020 | Q3 2023 | 12 |
Weitzel Financial Services, Inc. | 12 | 12 | 5.21% | 6.91% | 8.81% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.06% | 0.69% | 1.02% | Q4 2020 | Q3 2023 | 12 |
Truadvice, LLC | 8 | 4 | 0.10% | 0.20% | 0.53% | Q3 2020 | Q3 2023 | 12 |
VALLEY NATIONAL ADVISERS INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 12 |
ALTERNA WEALTH MANAGEMENT, INC | 8 | 1 | 0.28% | 2.13% | 2.95% | Q3 2019 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 1.72% | 1.90% | 2.04% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.21% | 1.52% | 2.75% | Q4 2020 | Q3 2023 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 0.09% | 0.17% | 0.39% | Q4 2020 | Q3 2023 | 12 |
ADE, LLC | 12 | 12 | 5.60% | 9.05% | 12.09% | Q4 2020 | Q3 2023 | 12 |
Johnson Bixby & Associates, LLC | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Zeit Capital LLC | 12 | 12 | 1.96% | 2.36% | 2.65% | Q4 2020 | Q3 2023 | 12 |
NATIXIS | 9 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 12 |
Corrigan Financial, Inc. | 12 | 12 | 0.25% | 1.48% | 3.11% | Q1 2020 | Q4 2022 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 2.26% | 3.09% | 4.24% | Q4 2020 | Q3 2023 | 12 |
Fullen Financial Group | 12 | 12 | 0.38% | 0.45% | 0.62% | Q2 2020 | Q1 2023 | 12 |
LexAurum Advisors, LLC | 12 | 12 | 0.08% | 0.14% | 0.23% | Q3 2019 | Q2 2022 | 12 |
Truvestments Capital LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q4 2022 | 12 |
BSW Wealth Partners | 11 | 1 | 0.07% | 0.24% | 0.33% | Q1 2016 | Q1 2023 | 12 |
Falcon Wealth Planning | 12 | 12 | 2.10% | 2.89% | 3.72% | Q4 2020 | Q3 2023 | 12 |
Summit Financial, LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Unison Advisors LLC | 10 | 2 | 0.07% | 1.39% | 2.18% | Q4 2017 | Q4 2020 | 12 |
3D/L Capital Management, LLC | 12 | 12 | 0.00% | 0.25% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Brinker Capital Investments, LLC | 9 | 1 | 0.00% | 0.11% | 0.15% | Q4 2014 | Q2 2019 | 12 |
Qube Research & Technologies Ltd | 10 | 1 | 0.00% | 1.53% | 5.76% | Q4 2019 | Q3 2023 | 12 |
Vectors Research Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.17% | 0.52% | 1.35% | Q4 2018 | Q3 2021 | 12 |
RWA WEALTH PARTNERS, LLC | 11 | 1 | 0.04% | 0.46% | 1.50% | Q1 2017 | Q1 2020 | 12 |
Center For Asset Management LLC | 12 | 12 | 1.01% | 2.81% | 5.36% | Q4 2020 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.25% | 0.35% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Highstreet Asset Management Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2019 | 11 |
Aptus Capital Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 11 |
Fort Henry Capital, LLC | 10 | 1 | 0.25% | 0.39% | 0.58% | Q4 2020 | Q3 2023 | 11 |
Peak Financial Management, Inc. | 10 | 1 | 0.10% | 4.17% | 5.76% | Q4 2015 | Q3 2018 | 11 |
Beacon Financial Advisory LLC | 11 | 11 | 0.14% | 0.21% | 0.29% | Q1 2021 | Q3 2023 | 11 |
COMERICA SECURITIES INC | 11 | 11 | 0.05% | 0.26% | 0.54% | Q2 2016 | Q4 2018 | 11 |
PARSONS CAPITAL MANAGEMENT INC/RI | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Applied Capital LLC | 11 | 11 | 1.34% | 1.94% | 2.64% | Q1 2021 | Q3 2023 | 11 |
M Holdings Securities, Inc. | 6 | 5 | 0.49% | 0.69% | 0.94% | Q1 2020 | Q1 2023 | 11 |
INR ADVISORY SERVICES LLC | 11 | 11 | 2.74% | 3.70% | 6.08% | Q3 2016 | Q1 2019 | 11 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 10 | 1 | 0.00% | 1.68% | 2.22% | Q4 2018 | Q3 2022 | 11 |
Parsec Financial Management, Inc. | 11 | 11 | 0.03% | 0.14% | 0.24% | Q1 2020 | Q3 2022 | 11 |
Ameritas Investment Company, LLC | 9 | 2 | 0.03% | 0.10% | 0.37% | Q4 2018 | Q3 2021 | 11 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
55I, LLC | 11 | 11 | 0.02% | 0.28% | 0.95% | Q3 2019 | Q1 2022 | 11 |
Bell Rock Capital LLC | 10 | 1 | 0.01% | 0.17% | 1.64% | Q3 2017 | Q2 2022 | 11 |
Stratos Wealth Advisors, LLC | 11 | 11 | 0.04% | 0.12% | 0.44% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.01% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
MBM Wealth Consultants, LLC | 11 | 11 | 0.01% | 1.88% | 3.41% | Q1 2019 | Q3 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
TOMPKINS FINANCIAL CORP | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Simmons Bank | 11 | 11 | 0.07% | 0.11% | 0.14% | Q1 2021 | Q3 2023 | 11 |
TrueWealth Advisors, LLC | 11 | 11 | 0.26% | 0.43% | 0.70% | Q1 2021 | Q3 2023 | 11 |
Summit Global Investments | 8 | 1 | 0.03% | 0.09% | 0.33% | Q1 2019 | Q3 2023 | 11 |
New England Professional Planning Group Inc. | 4 | 3 | 0.28% | 2.73% | 7.02% | Q3 2015 | Q2 2020 | 11 |
BENJAMIN EDWARDS INC | 6 | 5 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 11 |
Laidlaw Wealth Management LLC | 11 | 11 | 0.04% | 0.08% | 0.16% | Q4 2020 | Q2 2023 | 11 |
WASHINGTON TRUST Co | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 11 |
Inscription Capital, LLC | 9 | 2 | 0.11% | 0.18% | 0.23% | Q4 2020 | Q3 2023 | 11 |
Marquette Asset Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 11 |
Sanctuary Wealth Management, L.L.C. | 7 | 1 | 0.00% | 0.23% | 0.57% | Q1 2010 | Q3 2023 | 11 |
PRIVATE TRUST CO NA | 6 | 5 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 11 |
TOWNSQUARE CAPITAL LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 11 |
Winthrop Advisory Group LLC | 11 | 11 | 0.06% | 0.08% | 0.12% | Q4 2019 | Q2 2022 | 11 |
TECTONIC ADVISORS LLC | 11 | 11 | 0.05% | 0.20% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Capital Directions Investment Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.03% | Q4 2017 | Q4 2022 | 11 |
StoneX Group Inc. | 9 | 1 | 0.04% | 0.18% | 0.84% | Q2 2017 | Q3 2023 | 11 |
Efficient Advisors, LLC | 8 | 3 | 0.95% | 2.02% | 2.74% | Q4 2020 | Q3 2023 | 11 |
Fermata Advisors, LLC | 11 | 11 | 0.16% | 0.49% | 1.36% | Q1 2021 | Q3 2023 | 11 |
Miracle Mile Advisors, LLC | 11 | 11 | 0.01% | 0.06% | 0.46% | Q2 2019 | Q4 2021 | 11 |
CREDIT SUISSE AG/ | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2022 | 11 |
Canal Capital Management, LLC | 6 | 1 | 0.09% | 0.20% | 0.52% | Q4 2019 | Q4 2022 | 11 |
Robertson Stephens Wealth Management, LLC | 4 | 1 | 0.03% | 0.65% | 2.06% | Q4 2018 | Q4 2022 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.08% | 0.12% | 0.16% | Q1 2014 | Q1 2017 | 11 |
Jentner Corp | 11 | 11 | 0.39% | 1.12% | 2.03% | Q1 2021 | Q3 2023 | 11 |
Accel Wealth Management | 10 | 10 | 0.03% | 0.11% | 0.20% | Q4 2020 | Q1 2023 | 10 |
Braun-Bostich & Associates Inc. | 6 | 4 | 1.06% | 2.06% | 3.48% | Q4 2020 | Q2 2023 | 10 |
DOHJ, LLC | 10 | 10 | 0.11% | 0.28% | 0.88% | Q4 2019 | Q1 2022 | 10 |
ACG Wealth | 9 | 1 | 0.01% | 0.07% | 0.16% | Q2 2017 | Q2 2022 | 10 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 10 |
BROWN BROTHERS HARRIMAN & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
WealthOne, LLC | 9 | 1 | 0.10% | 0.15% | 0.27% | Q4 2018 | Q4 2022 | 10 |
SVB Investment Services Inc. | 10 | 10 | 1.02% | 2.03% | 3.48% | Q4 2019 | Q1 2022 | 10 |
Huber Financial Advisors, LLC | 10 | 10 | 14.99% | 19.79% | 27.65% | Q4 2017 | Q1 2020 | 10 |
Waterfront Wealth Inc. | 10 | 10 | 0.08% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Northwest Capital Management Inc | 8 | 2 | 0.03% | 1.11% | 4.44% | Q4 2017 | Q3 2023 | 10 |
TRUST CO OF VERMONT | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 10 |
Merit Financial Group, LLC | 7 | 3 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Koss-Olinger Consulting, LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.58% | 0.96% | 1.37% | Q1 2019 | Q3 2023 | 10 |
Alliance Wealth Management Group | 10 | 10 | 0.14% | 1.18% | 2.08% | Q3 2016 | Q4 2018 | 10 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 10 |
Jaffetilchin Investment Partners, LLC | 10 | 10 | 4.27% | 6.23% | 8.23% | Q1 2014 | Q2 2016 | 10 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 6 | 1 | 0.03% | 0.06% | 0.14% | Q4 2020 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.25% | 0.50% | 0.73% | Q4 2020 | Q3 2023 | 10 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.03% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.09% | 0.18% | Q1 2021 | Q3 2023 | 10 |
CITY HOLDING CO | 6 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 10 |
Rappaport Reiches Capital Management, LLC | 10 | 10 | 6.52% | 12.75% | 24.84% | Q2 2021 | Q3 2023 | 10 |
Evercore Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 10 |
Moloney Securities Asset Management, LLC | 4 | 2 | 0.06% | 0.16% | 0.30% | Q1 2017 | Q1 2020 | 10 |
FIRST MERCHANTS CORP | 10 | 10 | 0.01% | 0.42% | 0.64% | Q2 2021 | Q3 2023 | 10 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.04% | 6.89% | 10.99% | Q3 2018 | Q4 2020 | 10 |
Syverson Strege & Co | 10 | 10 | 0.02% | 0.09% | 0.14% | Q4 2020 | Q1 2023 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 6.26% | 7.88% | 10.30% | Q2 2021 | Q3 2023 | 10 |
KWB Wealth | 10 | 10 | 0.12% | 0.46% | 0.94% | Q4 2020 | Q1 2023 | 10 |
Investors Research Corp | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.02% | 0.19% | 0.35% | Q2 2017 | Q4 2022 | 10 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 6 | 1 | 0.04% | 0.19% | 0.51% | Q3 2016 | Q3 2023 | 10 |
HoyleCohen, LLC | 6 | 4 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 10 |
BALLAST ADVISORS LLC | 5 | 5 | 0.09% | 0.15% | 0.24% | Q1 2021 | Q3 2023 | 10 |
Spearhead Capital Advisors, LLC | 10 | 10 | 0.04% | 0.07% | 0.09% | Q1 2020 | Q2 2022 | 10 |
Auxano Advisors, LLC | 10 | 10 | 0.14% | 0.21% | 0.30% | Q1 2020 | Q2 2022 | 10 |
Intelligence Driven Advisers, LLC | 10 | 10 | 0.07% | 1.00% | 2.18% | Q4 2018 | Q1 2021 | 10 |
Portfolio Solutions, LLC | 6 | 1 | 0.02% | 0.45% | 2.01% | Q3 2017 | Q3 2022 | 10 |
Tri-Star Advisors Inc. | 10 | 10 | 0.14% | 0.18% | 0.35% | Q2 2020 | Q3 2022 | 10 |
CULLEN/FROST BANKERS, INC. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 10 |
HBW ADVISORY SERVICES LLC | 7 | 1 | 0.10% | 0.24% | 0.38% | Q4 2019 | Q3 2023 | 10 |
Paragon Wealth Strategies, LLC | 10 | 10 | 0.18% | 3.37% | 4.88% | Q2 2019 | Q3 2021 | 10 |
Virtu KCG Holdings LLC | 4 | 1 | 0.01% | 0.04% | 0.19% | Q3 2013 | Q2 2017 | 10 |
Dorsey & Whitney Trust CO LLC | 5 | 2 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 3.65% | 4.70% | 6.40% | Q1 2020 | Q1 2022 | 9 |
INNEALTA CAPITAL, LLC | 9 | 9 | 0.15% | 4.96% | 19.86% | Q4 2018 | Q4 2020 | 9 |
CAPITAL INSIGHT PARTNERS, LLC | 9 | 9 | 0.06% | 0.25% | 0.39% | Q2 2020 | Q2 2022 | 9 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9 | 9 | 0.02% | 0.05% | 0.16% | Q2 2020 | Q2 2022 | 9 |
Sigma Investment Management Co | 9 | 9 | 0.29% | 0.30% | 0.33% | Q1 2016 | Q1 2018 | 9 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 9 | 9 | 0.11% | 0.25% | 0.38% | Q4 2020 | Q4 2022 | 9 |
HSBC HOLDINGS PLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Baker Avenue Asset Management, LP | 8 | 1 | 0.00% | 1.37% | 2.24% | Q4 2014 | Q2 2023 | 9 |
Hayden Royal, LLC | 6 | 1 | 0.13% | 0.51% | 0.81% | Q2 2019 | Q4 2021 | 9 |
Tenret Co LLC | 9 | 9 | 3.82% | 6.98% | 7.75% | Q2 2021 | Q2 2023 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 9 |
First Command Financial Services, Inc. | 9 | 9 | 0.00% | 0.00% | 0.03% | Q4 2020 | Q4 2022 | 9 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 6 | 3 | 0.26% | 0.39% | 0.76% | Q2 2017 | Q4 2019 | 9 |
Concorde Asset Management, LLC | 9 | 9 | 0.14% | 0.21% | 0.44% | Q1 2020 | Q1 2022 | 9 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 9 | 9 | 0.02% | 0.42% | 0.82% | Q2 2018 | Q2 2020 | 9 |
Renasant Bank | 9 | 9 | 0.20% | 0.39% | 0.73% | Q4 2020 | Q4 2022 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.15% | 0.22% | 0.32% | Q3 2021 | Q3 2023 | 9 |
Certified Advisory Corp | 5 | 4 | 0.11% | 0.68% | 1.31% | Q2 2019 | Q4 2021 | 9 |
Perigon Wealth Management, LLC | 6 | 1 | 0.00% | 0.05% | 0.07% | Q3 2011 | Q3 2023 | 9 |
Five Oceans Advisors | 9 | 9 | 0.74% | 0.96% | 1.51% | Q3 2021 | Q3 2023 | 9 |
HOWARD WEALTH MANAGEMENT, LLC | 7 | 1 | 0.03% | 0.41% | 0.59% | Q4 2019 | Q3 2022 | 9 |
Hefty Wealth Partners | 9 | 9 | 2.13% | 3.36% | 4.13% | Q4 2015 | Q4 2017 | 9 |
Providence Capital Advisors, LLC | 5 | 4 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 9 |
BAKER BOYER NATIONAL BANK | 8 | 1 | 0.12% | 0.19% | 0.29% | Q2 2021 | Q3 2023 | 9 |
Madrona Financial Services, LLC | 7 | 2 | 0.32% | 2.82% | 4.51% | Q1 2019 | Q3 2023 | 9 |
PANAGORA ASSET MANAGEMENT INC | 6 | 3 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q1 2021 | 9 |
OptiFour Integrated Wealth Management, LLC | 9 | 9 | 3.62% | 4.06% | 4.52% | Q4 2017 | Q4 2019 | 9 |
ROVIN CAPITAL /UT/ /ADV | 5 | 1 | 0.35% | 1.30% | 3.46% | Q4 2019 | Q4 2022 | 9 |
First Command Bank | 9 | 9 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2022 | 9 |
Facet Wealth, Inc. | 7 | 2 | 0.01% | 5.91% | 9.11% | Q4 2020 | Q3 2023 | 9 |
Arcus Capital Partners, LLC | 8 | 1 | 0.00% | 0.20% | 0.27% | Q2 2017 | Q4 2022 | 9 |
LifeSteps Financial, Inc. | 8 | 1 | 0.15% | 0.26% | 0.39% | Q4 2019 | Q2 2022 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2016 | 9 |
Vanguard Personalized Indexing Management, LLC | 9 | 9 | 0.02% | 0.18% | 0.45% | Q1 2020 | Q1 2022 | 9 |
Cedar Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
Princeton Portfolio Strategies Group LLC | 3 | 1 | 0.06% | 0.17% | 0.38% | Q2 2017 | Q4 2020 | 9 |
Legacy Private Trust Co. | 9 | 9 | 0.04% | 0.63% | 1.72% | Q2 2015 | Q2 2017 | 9 |
Triumph Capital Management | 9 | 9 | 0.14% | 0.41% | 1.34% | Q3 2021 | Q3 2023 | 9 |
Genesee Capital Advisors, LLC | 9 | 9 | 0.81% | 1.93% | 3.21% | Q1 2019 | Q1 2021 | 9 |
Aletheian Wealth Advisors LLC | 9 | 9 | 3.86% | 4.91% | 6.30% | Q4 2021 | Q4 2023 | 9 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 1 | 0.03% | 0.04% | 0.08% | Q1 2017 | Q3 2022 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.19% | 0.26% | 0.34% | Q4 2021 | Q3 2023 | 8 |
ASPIRIANT, LLC | 7 | 1 | 0.45% | 0.51% | 0.58% | Q3 2017 | Q3 2019 | 8 |
FundX Investment Group, LLC | 6 | 2 | 3.16% | 4.08% | 5.57% | Q2 2016 | Q3 2019 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Helen Stephens Group, LLC | 8 | 8 | 6.82% | 7.79% | 9.76% | Q4 2021 | Q3 2023 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 0.14% | 0.22% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 1.48% | 2.06% | 3.18% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.62% | 0.70% | 0.80% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.21% | 1.22% | 2.44% | Q4 2021 | Q3 2023 | 8 |
Castleview Partners, LLC | 8 | 8 | 0.00% | 0.04% | 0.21% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.04% | 0.09% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.46% | 0.58% | 0.64% | Q4 2021 | Q3 2023 | 8 |
TrueWealth Financial Partners | 8 | 8 | 4.46% | 5.12% | 5.47% | Q4 2021 | Q3 2023 | 8 |
Brooklyn FI, LLC | 8 | 8 | 3.66% | 4.98% | 5.82% | Q4 2021 | Q3 2023 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 11.42% | 11.95% | 12.64% | Q4 2021 | Q3 2023 | 8 |
Hemington Wealth Management | 8 | 8 | 0.11% | 0.80% | 1.24% | Q4 2020 | Q3 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.06% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.30% | 0.34% | 0.45% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.44% | 0.77% | 1.10% | Q4 2021 | Q3 2023 | 8 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 8 |
ASSET PLANNING CORPORATION | 8 | 8 | 9.59% | 12.12% | 13.67% | Q4 2020 | Q3 2022 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 0.39% | 0.80% | 1.59% | Q4 2021 | Q3 2023 | 8 |
Endurance Wealth Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
ShankerValleau Wealth Advisors, Inc. | 8 | 8 | 5.89% | 6.74% | 7.60% | Q4 2021 | Q3 2023 | 8 |
Intergy Private Wealth, LLC | 8 | 8 | 1.32% | 1.65% | 2.41% | Q4 2021 | Q3 2023 | 8 |
CAHABA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.03% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 8 |
MYCIO WEALTH PARTNERS, LLC | 5 | 3 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q2 2019 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 1.22% | 1.84% | 2.45% | Q4 2021 | Q3 2023 | 8 |
PACK Private Wealth, LLC | 8 | 8 | 0.19% | 0.22% | 0.24% | Q4 2021 | Q3 2023 | 8 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 8 |
Claybrook Capital, LLC | 4 | 4 | 0.17% | 0.20% | 0.23% | Q4 2017 | Q4 2019 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.04% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Lloyd Advisory Services, LLC. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
McAdam, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q4 2022 | 8 |
Rodgers Brothers Inc. | 8 | 8 | 0.08% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
EATON VANCE MANAGEMENT | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2022 | 8 |
Granite Investment Advisors, LLC | 8 | 8 | 0.06% | 0.11% | 0.17% | Q2 2018 | Q1 2020 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.11% | 0.13% | 0.16% | Q4 2020 | Q3 2022 | 8 |
First Command Advisory Services, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
HC FINANCIAL ADVISORS INC | 8 | 8 | 0.32% | 0.35% | 0.40% | Q3 2020 | Q2 2022 | 8 |
Redhawk Wealth Advisors, Inc. | 8 | 8 | 0.07% | 0.12% | 0.19% | Q4 2018 | Q3 2020 | 8 |
Straight Path Wealth Management | 8 | 8 | 0.41% | 0.52% | 0.61% | Q4 2021 | Q3 2023 | 8 |
CONTINENTAL INVESTORS SERVICES, INC. | 8 | 8 | 3.25% | 4.30% | 5.20% | Q4 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.94% | 1.17% | 1.36% | Q4 2021 | Q3 2023 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 3.61% | 3.95% | 4.08% | Q4 2021 | Q3 2023 | 8 |
Twele Capital Management, Inc. | 8 | 8 | 0.04% | 0.53% | 0.91% | Q1 2019 | Q4 2020 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Lenox Wealth Management, Inc. | 8 | 8 | 0.00% | 0.02% | 0.09% | Q3 2018 | Q2 2020 | 8 |
American Trust | 8 | 8 | 0.20% | 0.33% | 0.45% | Q4 2021 | Q3 2023 | 8 |
RFG Advisory, LLC | 8 | 8 | 0.05% | 0.11% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Silver Oak Advisory Group, Inc. | 8 | 8 | 11.62% | 12.26% | 12.69% | Q4 2021 | Q3 2023 | 8 |
Bison Wealth, LLC | 5 | 3 | 0.09% | 0.29% | 0.67% | Q1 2020 | Q3 2022 | 8 |
Alexandria Capital, LLC | 4 | 4 | 0.02% | 0.11% | 0.29% | Q4 2015 | Q3 2019 | 8 |
Compagnie Lombard Odier SCmA | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q3 2017 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 1.22% | 1.45% | 1.64% | Q4 2021 | Q3 2023 | 8 |
GPWM LLC | 8 | 8 | 5.63% | 8.23% | 8.98% | Q4 2021 | Q3 2023 | 8 |
FIRETHORN WEALTH PARTNERS, LLC | 8 | 8 | 0.20% | 0.23% | 0.27% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.12% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Financial Network Wealth Management LLC | 8 | 8 | 0.23% | 0.29% | 0.33% | Q4 2020 | Q3 2022 | 8 |
Pillar Wealth Advisors, LLC | 8 | 8 | 0.18% | 0.21% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.93% | 1.45% | 1.97% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 1.44% | 1.63% | 1.89% | Q4 2021 | Q3 2023 | 8 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 8 | 8 | 0.07% | 0.12% | 0.18% | Q3 2019 | Q2 2021 | 8 |
Operose Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Blooom, Inc. | 8 | 8 | 0.72% | 1.05% | 1.65% | Q4 2020 | Q3 2022 | 8 |
Destination Wealth Management | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q1 2021 | 8 |
Focused Wealth Management, Inc | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2023 | 8 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.12% | 0.32% | Q2 2016 | Q1 2018 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.19% | 0.27% | 0.61% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
ZACKS INVESTMENT MANAGEMENT | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2018 | 8 |
Bragg Financial Advisors, Inc | 4 | 4 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.12% | 0.34% | 0.92% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 4.85% | 5.47% | 5.97% | Q4 2021 | Q3 2023 | 8 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.02% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Crewe Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.04% | 0.10% | Q1 2019 | Q1 2022 | 8 |
StrongBox Wealth, LLC | 8 | 8 | 0.25% | 0.88% | 1.80% | Q1 2020 | Q4 2021 | 8 |
Asset Planning Services, Ltd. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 8 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.14% | 0.33% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.27% | 0.29% | 0.37% | Q4 2020 | Q3 2022 | 8 |
PSI Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Vista Private Wealth Partners. LLC | 6 | 1 | 0.46% | 0.51% | 0.61% | Q4 2020 | Q3 2022 | 7 |
MPS Loria Financial Planners, LLC | 7 | 7 | 0.11% | 0.20% | 0.26% | Q2 2019 | Q4 2020 | 7 |
SteelPeak Wealth, LLC | 7 | 7 | 0.08% | 0.17% | 0.24% | Q4 2019 | Q2 2021 | 7 |
IEQ CAPITAL, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
HEADINVEST, LLC | 6 | 1 | 0.02% | 0.09% | 0.10% | Q2 2015 | Q3 2023 | 7 |
Stone Point Wealth LLC | 7 | 7 | 0.12% | 0.31% | 0.82% | Q1 2022 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 7 |
Bank of New Hampshire | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
V Wealth Advisors LLC | 7 | 7 | 0.10% | 0.13% | 0.19% | Q4 2016 | Q2 2018 | 7 |
PROFFITT & GOODSON INC | 7 | 7 | 0.00% | 1.06% | 1.96% | Q3 2018 | Q1 2020 | 7 |
Advisory Services & Investments, LLC | 7 | 7 | 0.47% | 1.04% | 2.52% | Q1 2022 | Q3 2023 | 7 |
First City Capital Management, Inc. | 7 | 7 | 0.13% | 0.22% | 0.33% | Q4 2020 | Q2 2022 | 7 |
Three Bridge Wealth Advisors, LLC | 7 | 7 | 0.09% | 0.17% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Leicht Financial Planning & Wealth Management, Inc. | 7 | 7 | 0.66% | 3.82% | 5.77% | Q3 2018 | Q1 2020 | 7 |
Retirement Group, LLC | 6 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2021 | 7 |
Eagle Strategies LLC | 4 | 3 | 0.08% | 0.14% | 0.24% | Q4 2021 | Q3 2023 | 7 |
WealthTrust-Arizona, LLC | 7 | 7 | 0.12% | 0.17% | 0.34% | Q4 2014 | Q2 2016 | 7 |
Windhaven Investment Management, Inc. | 7 | 7 | 0.62% | 0.64% | 0.68% | Q4 2014 | Q2 2016 | 7 |
IVC Wealth Advisors LLC | 7 | 7 | 0.20% | 0.26% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Bedel Financial Consulting, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 7 |
ProVise Management Group, LLC | 7 | 7 | 0.02% | 0.39% | 0.69% | Q3 2020 | Q1 2022 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.10% | 0.18% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Mascoma Wealth Management LLC | 4 | 3 | 0.03% | 0.40% | 1.08% | Q4 2016 | Q4 2018 | 7 |
Brown Financial Advisory | 7 | 7 | 0.49% | 1.10% | 1.68% | Q1 2022 | Q3 2023 | 7 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 7 |
IFG Advisory, LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Foster Group, Inc. | 7 | 7 | 0.06% | 0.09% | 0.14% | Q4 2020 | Q2 2022 | 7 |
WMG Financial Advisors, LLC | 7 | 7 | 0.66% | 0.85% | 1.00% | Q4 2021 | Q2 2023 | 7 |
GeoWealth Management, LLC | 4 | 1 | 0.00% | 0.53% | 2.44% | Q3 2019 | Q3 2023 | 7 |
CURIAN CAPITAL LLC | 7 | 7 | 0.77% | 1.73% | 2.59% | Q2 2014 | Q4 2015 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
SMITH, MOORE & CO. | 7 | 7 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q4 2022 | 7 |
GoalVest Advisory LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Total Wealth Planning, LLC | 7 | 7 | 1.24% | 3.05% | 4.18% | Q1 2022 | Q3 2023 | 7 |
Exchange Capital Management, Inc. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2017 | 7 |
Horizons Wealth Management | 7 | 7 | 4.09% | 4.49% | 4.82% | Q2 2022 | Q4 2023 | 7 |
Refined Wealth Management | 7 | 7 | 14.04% | 14.89% | 15.74% | Q1 2022 | Q3 2023 | 7 |
Investments & Financial Planning, LLC | 4 | 3 | 3.23% | 4.43% | 5.53% | Q4 2021 | Q3 2023 | 7 |
Financial Guidance Group, Inc. | 7 | 7 | 0.19% | 0.20% | 0.21% | Q1 2022 | Q3 2023 | 7 |
HM PAYSON & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 7 |
TOEWS CORP /ADV | 4 | 1 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2021 | 7 |
HHM Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 7 |
Parkside Financial Bank & Trust | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2022 | 7 |
Independent Advisor Alliance | 5 | 1 | 0.09% | 0.28% | 0.68% | Q1 2017 | Q3 2023 | 7 |
Wealthfront Advisers LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.03% | 0.20% | 0.26% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Colonial River Wealth Management, LLC | 7 | 7 | 0.19% | 0.21% | 0.22% | Q1 2022 | Q3 2023 | 7 |
AVAII WEALTH MANAGEMENT, LLC | 7 | 7 | 0.28% | 0.56% | 0.76% | Q1 2022 | Q3 2023 | 7 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Vise Technologies, Inc. | 7 | 7 | 1.83% | 2.23% | 2.52% | Q1 2022 | Q3 2023 | 7 |
Trutina Financial LLC | 7 | 7 | 0.47% | 1.12% | 1.70% | Q2 2015 | Q4 2016 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.65% | 0.75% | 0.86% | Q1 2022 | Q3 2023 | 7 |
Coombe, Bender & Co LLC | 6 | 6 | 1.45% | 1.55% | 1.71% | Q2 2022 | Q3 2023 | 6 |
Elk River Wealth Management, LLC | 6 | 6 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q1 2022 | 6 |
WFG Advisors, LP | 5 | 1 | 0.00% | 0.05% | 0.28% | Q4 2013 | Q2 2017 | 6 |
JBJ Investment Partners, LLC | 6 | 6 | 4.30% | 5.03% | 5.91% | Q3 2020 | Q4 2021 | 6 |
Independent Portfolio Consultants, Inc. | 6 | 6 | 0.08% | 0.29% | 0.52% | Q4 2015 | Q1 2017 | 6 |
New Harbor Financial Group, LLC | 6 | 6 | 0.14% | 0.20% | 0.26% | Q2 2022 | Q3 2023 | 6 |
HB Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.13% | 0.16% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Onyx Bridge Wealth Group LLC | 4 | 2 | 0.10% | 1.54% | 7.10% | Q4 2020 | Q3 2023 | 6 |
Integrated Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
High Note Wealth, LLC | 6 | 6 | 0.96% | 1.47% | 1.83% | Q4 2020 | Q1 2022 | 6 |
ALPS ADVISORS INC | 6 | 6 | 0.13% | 0.15% | 0.18% | Q1 2015 | Q2 2016 | 6 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Johnson Midwest Financial, LLC | 5 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 6 |
GYL FINANCIAL SYNERGIES, LLC | 6 | 6 | 0.11% | 0.15% | 0.19% | Q4 2018 | Q1 2020 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2014 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
Addison Advisors LLC | 4 | 2 | 0.00% | 0.22% | 0.66% | Q4 2021 | Q3 2023 | 6 |
RITHOLTZ WEALTH MANAGEMENT | 5 | 1 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q4 2019 | 6 |
Allen Capital Group, LLC | 6 | 6 | 0.03% | 0.44% | 0.71% | Q3 2020 | Q4 2021 | 6 |
J2 Capital Management Inc | 3 | 3 | 1.06% | 1.37% | 1.82% | Q4 2021 | Q3 2023 | 6 |
Krilogy Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2021 | 6 |
Charles Schwab Trust Co | 6 | 6 | 0.06% | 0.10% | 0.22% | Q2 2022 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.33% | 0.46% | 0.58% | Q2 2022 | Q3 2023 | 6 |
Enterprise Trust & Investment Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
CAPITAL WEALTH MANAGEMENT, LLC | 6 | 6 | 0.25% | 0.35% | 0.45% | Q1 2020 | Q2 2021 | 6 |
Forum Private Client Group LLC | 6 | 6 | 0.67% | 0.82% | 1.04% | Q1 2022 | Q2 2023 | 6 |
Carmichael Hill & Associates, Inc. | 6 | 6 | 0.00% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.04% | 0.11% | Q2 2014 | Q2 2023 | 6 |
Horan Securities, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
N.E.W. Advisory Services LLC | 6 | 6 | 0.06% | 0.10% | 0.14% | Q2 2022 | Q3 2023 | 6 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 6 |
MinichMacGregor Wealth Management, LLC | 3 | 1 | 0.01% | 1.74% | 3.65% | Q2 2018 | Q3 2021 | 6 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 6 | 6 | 0.47% | 0.80% | 1.19% | Q1 2020 | Q2 2021 | 6 |
NVWM, LLC | 3 | 1 | 0.01% | 0.13% | 0.60% | Q4 2018 | Q2 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Greenspring Advisors, LLC | 6 | 6 | 0.48% | 0.59% | 0.81% | Q4 2021 | Q1 2023 | 6 |
JT Stratford LLC | 6 | 6 | 0.34% | 0.36% | 0.42% | Q2 2022 | Q3 2023 | 6 |
VISTA CAPITAL PARTNERS, INC. | 5 | 1 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2022 | 6 |
DBK Financial Counsel, LLC | 6 | 6 | 0.30% | 0.36% | 0.43% | Q2 2022 | Q3 2023 | 6 |
SHUFRO ROSE & CO LLC | 6 | 6 | 0.02% | 0.08% | 0.14% | Q2 2022 | Q3 2023 | 6 |
THOMPSON SIEGEL & WALMSLEY LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 6 |
GRAND WEALTH MANAGEMENT, LLC | 6 | 6 | 0.22% | 0.35% | 0.41% | Q4 2021 | Q1 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.02% | 0.09% | 0.19% | Q1 2022 | Q2 2023 | 6 |
SMITH HAYES Advisers, Inc | 6 | 6 | 0.06% | 0.07% | 0.08% | Q4 2014 | Q1 2016 | 6 |
BANK OF NOVA SCOTIA | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 6 |
Kozak & Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
MEANS INVESTMENT CO., INC. | 6 | 6 | 0.06% | 0.10% | 0.15% | Q2 2022 | Q3 2023 | 6 |
CUTLER INVESTMENT COUNSEL LLC | 4 | 2 | 0.11% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 1 | 0.00% | 0.09% | 0.48% | Q2 2019 | Q3 2023 | 6 |
WINTRUST INVESTMENTS LLC | 4 | 2 | 0.05% | 0.14% | 0.19% | Q1 2017 | Q4 2019 | 6 |
MATHER GROUP, LLC. | 6 | 6 | 0.02% | 0.04% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Sullivan, Bruyette, Speros & Blaney, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Yellowstone Partners, LLC | 4 | 2 | 0.11% | 0.32% | 0.51% | Q4 2015 | Q4 2017 | 6 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 6 | 6 | 1.53% | 1.64% | 1.73% | Q3 2014 | Q4 2015 | 6 |
Secure Asset Management, LLC | 2 | 2 | 0.19% | 0.49% | 1.16% | Q4 2019 | Q1 2022 | 6 |
MANAGED ACCOUNT ADVISORS LLC | 6 | 6 | 0.00% | 0.04% | 0.08% | Q1 2014 | Q2 2015 | 6 |
TIAA, FSB | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 6 |
BRINKER CAPITAL INC | 6 | 6 | 0.06% | 0.26% | 0.34% | Q3 2015 | Q4 2016 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.10% | 0.24% | 0.46% | Q4 2021 | Q3 2023 | 6 |
IRON Financial LLC | 6 | 6 | 1.46% | 2.11% | 2.91% | Q1 2016 | Q2 2017 | 6 |
MBE Wealth Management, LLC | 5 | 5 | 0.14% | 0.18% | 0.24% | Q4 2019 | Q4 2020 | 5 |
Legacy Capital Wealth Partners, LLC | 5 | 5 | 1.38% | 1.54% | 1.92% | Q4 2020 | Q4 2021 | 5 |
KENFARB & CO. | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Avidian Wealth Solutions, LLC | 4 | 1 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q1 2020 | 5 |
Ahrens Investment Partners LLC | 3 | 2 | 0.03% | 0.40% | 1.28% | Q4 2021 | Q1 2023 | 5 |
FIRST NATIONAL TRUST CO | 2 | 1 | 0.02% | 0.05% | 0.06% | Q2 2017 | Q2 2022 | 5 |
SUNTRUST BANKS INC | 2 | 1 | 0.00% | 0.02% | 0.02% | Q3 2013 | Q1 2019 | 5 |
Intrua Financial, LLC | 5 | 5 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q1 2022 | 5 |
Portfolio Strategies Inc | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Moisand Fitzgerald Tamayo, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 5 |
Ten Capital Wealth Advisors, LLC | 4 | 1 | 0.00% | 1.46% | 2.91% | Q3 2020 | Q4 2022 | 5 |
Legacy Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Signify Wealth | 5 | 5 | 1.42% | 3.20% | 4.45% | Q3 2022 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q4 2022 | 5 |
Highland Financial Advisors, LLC | 3 | 2 | 0.10% | 0.18% | 0.33% | Q2 2022 | Q3 2023 | 5 |
BARCLAYS PLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q3 2021 | 5 |
Covington Capital Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 5 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 5 | 5 | 0.63% | 0.94% | 1.37% | Q4 2018 | Q4 2019 | 5 |
Keebeck Wealth Management, LLC | 5 | 5 | 0.16% | 0.19% | 0.22% | Q3 2022 | Q3 2023 | 5 |
American Financial Network Advisory Services LLC | 3 | 2 | 0.02% | 1.81% | 3.12% | Q3 2017 | Q3 2019 | 5 |
Bridgewater Advisors Inc. | 5 | 5 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q2 2022 | 5 |
REGENTATLANTIC CAPITAL LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
SJS Investment Consulting Inc. | 3 | 2 | 0.00% | 0.04% | 0.06% | Q4 2021 | Q1 2023 | 5 |
OLD NATIONAL BANCORP /IN/ | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2018 | 5 |
NOTTINGHAM ADVISORS, INC. | 3 | 2 | 2.19% | 3.76% | 5.48% | Q3 2013 | Q2 2015 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q2 2023 | 5 |
tru Independence LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2021 | 5 |
Sunbelt Securities, Inc. | 4 | 1 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 5 |
LIBRA WEALTH LLC | 5 | 5 | 0.01% | 0.16% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Financial Engines Advisors L.L.C. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 5 |
Braver Wealth Management, LLC | 3 | 1 | 0.04% | 0.96% | 3.71% | Q4 2014 | Q4 2016 | 5 |
1900 WEALTH MANAGEMENT LLC | 5 | 5 | 0.05% | 0.32% | 0.52% | Q4 2020 | Q4 2021 | 5 |
Vigilant Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 5 |
Sequoia Financial Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 5 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 | 1 | 0.05% | 0.07% | 0.08% | Q2 2018 | Q3 2023 | 5 |
Leeward Financial Partners, LLC | 5 | 5 | 0.40% | 0.51% | 0.56% | Q4 2021 | Q4 2022 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.04% | 0.09% | Q1 2015 | Q1 2016 | 5 |
WEXFORD CAPITAL LP | 3 | 1 | 0.03% | 0.10% | 0.16% | Q3 2016 | Q3 2019 | 5 |
Concert Wealth Management Inc. | 4 | 1 | 0.04% | 0.11% | 0.24% | Q1 2015 | Q2 2017 | 5 |
Johnson Financial Group, LLC | 5 | 5 | 0.09% | 0.55% | 2.31% | Q3 2022 | Q3 2023 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Virtue Capital Management, LLC | 3 | 1 | 0.07% | 0.22% | 0.45% | Q1 2018 | Q4 2019 | 5 |
VOYA INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2017 | 5 |
Capital Wealth Alliance, LLC | 5 | 5 | 0.15% | 0.41% | 0.78% | Q4 2019 | Q4 2020 | 5 |
EASTERN BANK | 5 | 5 | 0.03% | 0.06% | 0.14% | Q4 2021 | Q4 2022 | 5 |
Capital Asset Advisory Services LLC | 5 | 5 | 0.02% | 0.07% | 0.09% | Q4 2019 | Q4 2020 | 5 |
Fluent Financial, LLC | 5 | 5 | 0.22% | 1.29% | 1.71% | Q4 2020 | Q4 2021 | 5 |
Upper Left Wealth Management, LLC | 3 | 2 | 0.24% | 0.46% | 0.60% | Q4 2021 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2022 | 5 |
HBK Sorce Advisory LLC | 2 | 1 | 0.01% | 0.06% | 0.22% | Q4 2015 | Q4 2021 | 5 |
Flaharty Asset Management, LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q4 2021 | 5 |
Maxim Capital Management LLC | 3 | 2 | 1.50% | 3.08% | 3.72% | Q1 2019 | Q2 2020 | 5 |
ATTICUS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q1 2023 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
PineBridge Investments, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
MAKENA CAPITAL MANAGEMENT LLC | 5 | 5 | 2.82% | 3.04% | 3.24% | Q2 2015 | Q2 2016 | 5 |
Johnson Financial Group, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.20% | 0.21% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Princeton Global Asset Management LLC | 3 | 2 | 0.21% | 0.31% | 0.41% | Q4 2018 | Q2 2020 | 5 |
BlackRock Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2016 | 5 |
Ackerman Capital Advisors, LLC | 4 | 1 | 0.00% | 0.69% | 1.28% | Q2 2017 | Q4 2019 | 5 |
JFG Wealth Management, LLC | 5 | 5 | 0.08% | 0.55% | 2.37% | Q3 2022 | Q3 2023 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
BLUESTEM FINANCIAL ADVISORS, LLC | 5 | 5 | 0.15% | 0.16% | 0.17% | Q1 2022 | Q1 2023 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
Matrix Trust Co | 5 | 5 | 0.95% | 1.15% | 1.29% | Q2 2019 | Q2 2020 | 5 |
Smithfield Trust Co | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Marshall Financial Group LLC | 5 | 5 | 2.31% | 2.49% | 2.68% | Q4 2020 | Q4 2021 | 5 |
Nachman Norwood & Parrott, Inc | 5 | 5 | 0.48% | 1.83% | 2.38% | Q2 2020 | Q2 2021 | 5 |
COMMUNITY BANK SYSTEM, INC. | 5 | 5 | 0.32% | 0.82% | 1.14% | Q3 2013 | Q3 2014 | 5 |
Parasol Investment Management, LLC | 5 | 5 | 2.11% | 2.49% | 3.07% | Q1 2016 | Q1 2017 | 5 |
Leelyn Smith, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2022 | 5 |
HOWARD CAPITAL MANAGEMENT | 5 | 5 | 0.08% | 0.09% | 0.09% | Q1 2017 | Q1 2018 | 5 |
Occidental Asset Management, LLC | 1 | 1 | 0.07% | 0.14% | 0.31% | Q1 2019 | Q3 2023 | 5 |
Parker Financial LLC | 4 | 4 | 7.39% | 7.47% | 7.62% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 2.05% | 2.28% | 2.63% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cutler Group LLC / CA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 4 |
Almanack Investment Partners, LLC. | 4 | 4 | 0.08% | 0.14% | 0.23% | Q4 2021 | Q3 2022 | 4 |
Vickerman Investment Advisors, Inc. | 4 | 4 | 0.62% | 2.85% | 5.22% | Q3 2021 | Q2 2022 | 4 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 1.84% | 1.93% | 1.98% | Q4 2022 | Q3 2023 | 4 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2021 | 4 |
Frisch Financial Group, Inc. | 4 | 4 | 0.09% | 0.61% | 2.16% | Q4 2022 | Q3 2023 | 4 |
SECURITY NATIONAL BANK OF SO DAK | 3 | 1 | 0.22% | 0.25% | 0.26% | Q4 2016 | Q4 2019 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q3 2022 | 4 |
Vivaldi Capital Management LP | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q4 2020 | 4 |
WEALTHFRONT Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 4 |
Partnervest Advisory Services LLC | 3 | 1 | 0.24% | 0.25% | 0.26% | Q3 2019 | Q3 2020 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.27% | 0.38% | 0.42% | Q4 2020 | Q3 2021 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.13% | 0.23% | 0.42% | Q4 2022 | Q3 2023 | 4 |
FutureAdvisor, Inc. | 4 | 4 | 1.55% | 2.88% | 3.97% | Q4 2014 | Q3 2015 | 4 |
VECTOR WEALTH MANAGEMENT, LLC | 4 | 4 | 0.34% | 0.48% | 0.54% | Q1 2016 | Q4 2016 | 4 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Sage Capital Advisors,llc | 3 | 1 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q1 2022 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 0.36% | 0.48% | 0.62% | Q4 2022 | Q3 2023 | 4 |
BerganKDV Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q1 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 4 | 4 | 5.31% | 6.02% | 6.50% | Q3 2018 | Q2 2019 | 4 |
Barber Financial Group, Inc. | 4 | 4 | 0.04% | 0.06% | 0.10% | Q2 2022 | Q1 2023 | 4 |
LEUTHOLD GROUP, LLC | 3 | 1 | 0.81% | 1.41% | 3.02% | Q1 2015 | Q1 2016 | 4 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q3 2019 | 4 |
DWM Financial Group, Inc. | 3 | 1 | 3.36% | 4.90% | 5.82% | Q4 2019 | Q4 2020 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 4 |
Executive Wealth Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2019 | 4 |
Tradition Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.08% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
United Asset Strategies, Inc. | 4 | 4 | 0.12% | 0.13% | 0.16% | Q4 2019 | Q3 2020 | 4 |
Econ Financial Services Corp | 4 | 4 | 3.79% | 4.28% | 4.67% | Q4 2021 | Q3 2022 | 4 |
Jackson, Grant Investment Advisers, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Waterford Advisors, LLC | 4 | 4 | 5.32% | 5.76% | 6.20% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.76% | 0.83% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.15% | 0.32% | 0.73% | Q4 2022 | Q3 2023 | 4 |
WIN ADVISORS, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Arcadia Wealth Management, LLC | 4 | 4 | 0.38% | 1.83% | 3.43% | Q4 2022 | Q3 2023 | 4 |
Narus Financial Partners, LLC | 4 | 4 | 0.28% | 0.29% | 0.30% | Q4 2016 | Q3 2017 | 4 |
Personal Wealth Partners | 3 | 1 | 0.07% | 0.17% | 0.21% | Q3 2019 | Q2 2021 | 4 |
DOLIVER ADVISORS, LP | 2 | 1 | 0.17% | 0.27% | 0.44% | Q4 2018 | Q4 2022 | 4 |
Sightline Wealth Advisors, LLC | 4 | 4 | 0.17% | 0.19% | 0.24% | Q4 2020 | Q3 2021 | 4 |
First Pacific Financial | 4 | 4 | 0.18% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Lee Financial Co | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Acorn Advisory Capital L.P. | 4 | 4 | 0.29% | 0.47% | 0.91% | Q4 2017 | Q3 2018 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
FURE FINANCIAL CORP | 3 | 1 | 0.00% | 0.95% | 3.78% | Q1 2020 | Q1 2021 | 4 |
Johnson & White Wealth Management, LLC | 3 | 1 | 5.03% | 6.09% | 7.96% | Q3 2022 | Q3 2023 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q4 2023 | 4 |
SAGE RHINO CAPITAL LLC | 4 | 4 | 1.44% | 1.48% | 1.55% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.74% | 0.84% | 0.99% | Q4 2022 | Q3 2023 | 4 |
ARKANSAS FINANCIAL GROUP, INC. | 4 | 4 | 0.56% | 0.64% | 0.68% | Q4 2022 | Q3 2023 | 4 |
D'Orazio & Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2021 | 4 |
WealthSpring Partners, LLC | 4 | 4 | 4.86% | 5.28% | 5.60% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TFB Advisors LLC | 4 | 4 | 0.43% | 0.71% | 1.28% | Q4 2022 | Q3 2023 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.00% | 0.04% | 0.08% | Q1 2018 | Q4 2018 | 4 |
Summit Asset Management, LLC | 4 | 4 | 0.11% | 0.13% | 0.17% | Q4 2019 | Q3 2020 | 4 |
Shamrock Asset Management LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q1 2019 | 4 |
Beacon Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2023 | 4 |
Oakwell Private Wealth Management, LLC | 4 | 4 | 0.14% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 1.46% | 1.59% | 1.70% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.06% | 0.11% | 0.17% | Q4 2022 | Q3 2023 | 4 |
PFS INVESTMENTS INC. | 3 | 1 | 0.13% | 0.42% | 0.87% | Q4 2018 | Q3 2020 | 4 |
WealthShield Partners, LLC | 3 | 1 | 0.00% | 0.26% | 0.61% | Q1 2018 | Q2 2021 | 4 |
Flagstone Financial Management | 4 | 4 | 6.03% | 6.21% | 6.34% | Q4 2022 | Q3 2023 | 4 |
CoreFirst Bank & Trust | 4 | 4 | 0.00% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Soltis Investment Advisors LLC | 4 | 4 | 0.05% | 0.08% | 0.12% | Q4 2019 | Q3 2020 | 4 |
Meritas Wealth Management, LLC | 4 | 4 | 0.21% | 0.35% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Savior LLC | 4 | 4 | 0.03% | 0.06% | 0.08% | Q3 2020 | Q2 2021 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.16% | 0.16% | 0.17% | Q4 2021 | Q3 2022 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
OLIO Financial Planning | 3 | 1 | 0.11% | 0.25% | 0.43% | Q4 2021 | Q4 2022 | 4 |
LWMG, LLC | 4 | 4 | 5.41% | 5.84% | 6.42% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.11% | 0.28% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Raub Brock Capital Management LP | 4 | 4 | 2.29% | 2.43% | 2.55% | Q1 2016 | Q4 2016 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.24% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Foothills Asset Management, Ltd. | 4 | 4 | 0.17% | 0.60% | 1.00% | Q2 2019 | Q1 2020 | 4 |
Alpha Financial Advisors, LLC | 4 | 4 | 0.19% | 1.00% | 3.36% | Q4 2022 | Q3 2023 | 4 |
Retirement Investment Advisors, Inc. | 4 | 4 | 3.22% | 3.78% | 4.33% | Q4 2022 | Q3 2023 | 4 |
Fulcrum Equity Management | 4 | 4 | 0.10% | 0.23% | 0.36% | Q3 2020 | Q2 2021 | 4 |
Capital One Investing, Inc. | 4 | 4 | 4.05% | 4.35% | 4.63% | Q4 2018 | Q3 2019 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.50% | 0.59% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Sage Financial Management Group, Inc. | 4 | 4 | 1.14% | 3.91% | 11.67% | Q4 2022 | Q3 2023 | 4 |
Firestone Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Family Investment Center, Inc. | 4 | 4 | 0.83% | 1.04% | 1.24% | Q4 2022 | Q3 2023 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 6.40% | 6.94% | 7.31% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.21% | 0.31% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Frank, Rimerman Advisors LLC | 3 | 1 | 0.08% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 4 |
Omega Financial Group, LLC | 4 | 4 | 2.01% | 2.06% | 2.11% | Q4 2022 | Q3 2023 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 4 |
Joseph P. Lucia & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Kerntke Otto McGlone Wealth Management Group | 4 | 4 | 0.21% | 1.10% | 1.77% | Q3 2020 | Q2 2021 | 4 |
Essential Planning, LLC. | 4 | 4 | 0.21% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
St. James Investment Advisors, LLC | 3 | 1 | 0.01% | 1.19% | 2.33% | Q4 2021 | Q4 2022 | 4 |
Prostatis Group LLC | 4 | 4 | 1.26% | 1.51% | 1.89% | Q3 2022 | Q2 2023 | 4 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 4 |
Parker Investment Management, LLC | 4 | 4 | 1.76% | 2.10% | 2.31% | Q1 2019 | Q4 2019 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2019 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.16% | 0.40% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Hyperion Partners, LLC | 4 | 4 | 0.21% | 0.23% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Cadence Bank | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Alberta Investment Management Corp | 4 | 4 | 0.07% | 0.09% | 0.10% | Q1 2021 | Q4 2021 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 1.18% | 1.45% | 1.62% | Q4 2022 | Q3 2023 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q3 2018 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.00% | 0.07% | 0.22% | Q3 2017 | Q2 2018 | 4 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2023 | 4 |
EVOKE WEALTH, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Palo Capital, Inc. | 4 | 4 | 0.09% | 0.10% | 0.11% | Q1 2018 | Q4 2018 | 4 |
Allegiance Financial Group Advisory Services LLC | 4 | 4 | 1.21% | 1.67% | 2.35% | Q4 2022 | Q3 2023 | 4 |
LEGACY FINANCIAL GROUP, INC. | 4 | 4 | 1.48% | 1.69% | 1.83% | Q4 2022 | Q3 2023 | 4 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 4 | 4 | 0.02% | 6.68% | 10.45% | Q2 2016 | Q1 2017 | 4 |
Winthrop Partners - WNY, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
Quantitative Advantage, LLC | 4 | 4 | 2.92% | 3.01% | 3.09% | Q3 2014 | Q2 2015 | 4 |
PEAPACK GLADSTONE FINANCIAL CORP | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 0.32% | 0.51% | 0.79% | Q4 2022 | Q3 2023 | 4 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.34% | 0.42% | 0.53% | Q4 2022 | Q3 2023 | 3 |
Capital Planning LLC | 1 | 1 | 0.15% | 0.29% | 0.42% | Q4 2020 | Q4 2022 | 3 |
Scissortail Wealth Management, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q2 2022 | 3 |
Gotham Asset Management, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2017 | 3 |
Carlson Capital Management | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q1 2021 | 3 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
LMG Wealth Partners, LLC | 3 | 3 | 1.03% | 1.09% | 1.21% | Q1 2023 | Q3 2023 | 3 |
Mendota Financial Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Monument Capital Management | 1 | 1 | 0.37% | 0.61% | 0.95% | Q4 2021 | Q4 2022 | 3 |
Vontobel Holding Ltd. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2021 | 3 |
WASHINGTON TRUST BANK | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 3 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q4 2021 | 3 |
Fortis Capital Advisors, LLC | 3 | 3 | 0.17% | 0.22% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Gemmer Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 3 |
Arlington Capital Management, Inc. | 3 | 3 | 0.22% | 0.24% | 0.27% | Q4 2022 | Q2 2023 | 3 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.08% | 0.25% | Q2 2022 | Q3 2023 | 3 |
Strategies Wealth Advisors, LLC | 3 | 3 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q2 2022 | 3 |
Ascendant Capital Management, LLC | 2 | 1 | 0.90% | 2.78% | 3.94% | Q4 2020 | Q1 2023 | 3 |
Parkside Advisors LLC | 3 | 3 | 0.24% | 0.27% | 0.29% | Q2 2019 | Q4 2019 | 3 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Alken Asset Management Ltd | 3 | 3 | 0.14% | 0.35% | 0.53% | Q2 2017 | Q4 2017 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Optimal Asset Management, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.19% | 0.34% | 0.62% | Q1 2023 | Q3 2023 | 3 |
Hedeker Wealth, LLC | 3 | 3 | 1.62% | 1.75% | 1.91% | Q1 2020 | Q3 2020 | 3 |
DELTA ASSET MANAGEMENT LLC/TN | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NinePointTwo Capital LLC | 3 | 3 | 2.67% | 4.29% | 5.11% | Q4 2020 | Q2 2021 | 3 |
ORG Partners LLC | 3 | 3 | 0.02% | 0.19% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Parcion Private Wealth LLC | 3 | 3 | 0.04% | 0.19% | 0.50% | Q1 2020 | Q3 2020 | 3 |
Pinion Investment Advisors, LLC | 3 | 3 | 0.59% | 0.63% | 0.70% | Q1 2018 | Q3 2018 | 3 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.42% | 0.53% | 0.72% | Q4 2022 | Q3 2023 | 3 |
Biltmore Capital Advisors LLC | 2 | 1 | 0.04% | 0.07% | 0.10% | Q3 2020 | Q4 2021 | 3 |
Manifold Partners, LLC | 3 | 3 | 16.26% | 40.92% | 74.28% | Q4 2018 | Q2 2019 | 3 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 1 | 0.07% | 1.03% | 2.95% | Q4 2017 | Q3 2018 | 3 |
Canton Hathaway, LLC | 3 | 3 | 0.21% | 0.23% | 0.27% | Q3 2020 | Q1 2021 | 3 |
Lucia Wealth Services, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q2 2022 | 3 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 3 |
Banque Cantonale Vaudoise | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Thrive Capital Management, LLC | 3 | 3 | 0.20% | 0.32% | 0.41% | Q2 2021 | Q4 2021 | 3 |
Eukles Asset Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Ranch Capital Advisors Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 3 |
GOULD ASSET MANAGEMENT LLC /CA/ | 3 | 3 | 0.21% | 0.28% | 0.33% | Q4 2014 | Q2 2015 | 3 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 3 | 3 | 0.69% | 0.98% | 1.26% | Q1 2020 | Q3 2020 | 3 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 3 |
PFG Investments, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Legacy Wealth Partners, Inc. | 3 | 3 | 0.88% | 1.29% | 2.09% | Q1 2020 | Q3 2020 | 3 |
Q3 Asset Management | 2 | 1 | 3.83% | 5.08% | 5.88% | Q4 2017 | Q3 2018 | 3 |
Manchester Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
MOTCO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
HATTON CONSULTING, INC. | 3 | 3 | 1.80% | 2.27% | 2.87% | Q1 2021 | Q3 2021 | 3 |
Trilogy Capital Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 3 |
TCWP LLC | 3 | 3 | 0.04% | 0.07% | 0.11% | Q4 2021 | Q2 2022 | 3 |
Prosperity Planning, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Catamount Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 3 |
PICTET ASSET MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Lee Financial Group Hawaii, Inc. | 3 | 3 | 0.23% | 0.30% | 0.43% | Q2 2020 | Q4 2020 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Park Edge Advisors, LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Vantage Financial Partners, LLC | 3 | 3 | 0.17% | 0.23% | 0.27% | Q1 2023 | Q3 2023 | 3 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 2 | 1 | 0.16% | 0.18% | 0.24% | Q2 2022 | Q1 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Birchcreek Wealth Management, LLC | 3 | 3 | 0.29% | 0.30% | 0.34% | Q4 2020 | Q2 2021 | 3 |
Procyon Advisors, LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q3 2021 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.21% | 0.30% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Argent Advisors, Inc. | 3 | 3 | 0.17% | 0.20% | 0.22% | Q2 2020 | Q4 2020 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Delta Dental Plan of Michigan, Inc. | 3 | 3 | 9.04% | 9.82% | 10.37% | Q4 2017 | Q2 2018 | 3 |
NorthRock Partners, LLC | 3 | 3 | 0.06% | 0.24% | 0.53% | Q3 2019 | Q1 2020 | 3 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Kathmere Capital Management, LLC | 2 | 1 | 0.01% | 0.06% | 0.17% | Q4 2019 | Q4 2020 | 3 |
Mine & Arao Wealth Creation & Management, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2014 | 3 |
LBA Wealth Management, LLC | 3 | 3 | 0.03% | 0.12% | 0.21% | Q1 2016 | Q3 2016 | 3 |
Donald L. Hagan, LLC | 3 | 3 | 0.35% | 0.35% | 0.36% | Q1 2023 | Q3 2023 | 3 |
EVERETT HARRIS & CO /CA/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Community Bank, N.A. | 3 | 3 | 1.13% | 1.56% | 2.15% | Q4 2014 | Q2 2015 | 3 |
Pinnacle Summer Investments, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
EMFO, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Adero Partners, LLC | 3 | 3 | 0.35% | 0.44% | 0.53% | Q4 2019 | Q2 2020 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q1 2020 | 3 |
BROWN ADVISORY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Source Financial Advisors LLC | 3 | 3 | 0.66% | 0.97% | 1.57% | Q1 2023 | Q3 2023 | 3 |
MARSHALL WACE, LLP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
HOHIMER WEALTH MANAGEMENT, LLC | 3 | 3 | 0.16% | 0.22% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Faithward Advisors, LLC | 3 | 3 | 0.04% | 0.19% | 0.28% | Q2 2021 | Q4 2021 | 3 |
Weaver Consulting Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Spotlight Asset Group, Inc. | 2 | 1 | 0.00% | 0.04% | 0.12% | Q3 2020 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 1.07% | 1.10% | 1.12% | Q1 2023 | Q3 2023 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
USAdvisors Wealth Management, LLC | 3 | 3 | 0.18% | 0.27% | 0.31% | Q4 2018 | Q2 2019 | 3 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q3 2020 | 3 |
Price Capital Management, Inc. | 2 | 1 | 6.55% | 43.73% | 75.80% | Q4 2014 | Q1 2016 | 3 |
Sabal Trust CO | 3 | 3 | 0.10% | 0.12% | 0.12% | Q3 2020 | Q1 2021 | 3 |
FourThought Financial Partners, LLC | 3 | 3 | 0.24% | 0.25% | 0.26% | Q4 2022 | Q2 2023 | 3 |
EXANE DERIVATIVES | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 3 |
TD Waterhouse Canada Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CITY NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 1.71% | 1.77% | 1.84% | Q1 2023 | Q3 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.54% | 0.59% | 0.62% | Q4 2020 | Q2 2021 | 3 |
Strategic Wealth Partners, Ltd. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 3 |
Lifeworks Advisors, LLC | 3 | 3 | 1.20% | 1.83% | 2.17% | Q1 2023 | Q3 2023 | 3 |
Bluefin Trading, LLC | 2 | 1 | 0.04% | 0.78% | 2.03% | Q1 2015 | Q2 2017 | 3 |
F3Logic, LLC | 2 | 1 | 0.04% | 0.14% | 0.20% | Q1 2018 | Q1 2021 | 3 |
Salvus Wealth Management, LLC | 3 | 3 | 0.31% | 0.31% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Towercrest Capital Management | 3 | 3 | 0.08% | 0.23% | 0.49% | Q2 2018 | Q4 2018 | 3 |
Global Assets Advisory, LLC | 3 | 3 | 0.24% | 0.36% | 0.47% | Q2 2022 | Q4 2022 | 3 |
Column Capital Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q2 2023 | 3 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.13% | 0.15% | Q1 2021 | Q3 2021 | 2 |
Quent Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2021 | Q3 2021 | 2 |
WNY Asset Management, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Carnegie Capital Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
COWA, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
LINCOLN CAPITAL CORP | 2 | 2 | 2.74% | 2.83% | 2.91% | Q2 2023 | Q3 2023 | 2 |
CSM Advisors, LLC | 2 | 2 | 1.78% | 1.89% | 2.00% | Q2 2023 | Q3 2023 | 2 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 2 |
Wright Fund Management, LLC | 2 | 2 | 5.35% | 8.41% | 11.47% | Q1 2023 | Q2 2023 | 2 |
Hilltop Partners LLC | 2 | 2 | 0.12% | 1.22% | 2.31% | Q2 2023 | Q3 2023 | 2 |
Apeiron RIA LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Forum Financial Management, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
B.O.S.S. Retirement Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2023 | Q4 2023 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SageGuard Financial Group, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q1 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
VitalStone Financial, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Mendel Capital Management LLC | 2 | 2 | 0.20% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q2 2023 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 2 |
HHG & Company, LLC | 2 | 2 | 0.24% | 0.24% | 0.25% | Q4 2015 | Q1 2016 | 2 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 2 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2022 | 2 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 0.24% | 0.25% | 0.25% | Q4 2019 | Q1 2020 | 2 |
Argent Trust Co | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
PITTENGER & ANDERSON INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Veritable, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2023 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.08% | 0.16% | Q2 2022 | Q3 2023 | 2 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Oxbow Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
DB Wealth Management Group, LLC | 2 | 2 | 0.90% | 0.94% | 0.98% | Q4 2020 | Q1 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.05% | 0.47% | 0.89% | Q2 2022 | Q3 2022 | 2 |
NSI Retail Advisors, LLC | 2 | 2 | 3.94% | 4.41% | 4.88% | Q2 2023 | Q3 2023 | 2 |
Urban Wealth Management, LLC | 1 | 1 | 0.71% | 1.14% | 1.58% | Q4 2020 | Q2 2022 | 2 |
Levy Wealth Management Group, LLC | 2 | 2 | 0.19% | 0.21% | 0.23% | Q4 2020 | Q1 2021 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 2 |
FISCHER INVESTMENT STRATEGIES, LLC | 2 | 2 | 11.45% | 11.81% | 12.16% | Q2 2023 | Q3 2023 | 2 |
Balboa Wealth Partners | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q4 2022 | 2 |
BOSTON FAMILY OFFICE LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 2 |
AXS Investments LLC | 2 | 2 | 0.14% | 0.29% | 0.44% | Q2 2023 | Q3 2023 | 2 |
Latitude Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Farmers National Bank | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q2 2019 | 2 |
CarsonAllaria Wealth Management, Ltd. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
QUEST CAPITAL MANAGEMENT INC /ADV | 2 | 2 | 0.04% | 0.58% | 1.11% | Q3 2021 | Q4 2021 | 2 |
ACUTE INVESTMENT ADVISORY, LLC | 2 | 2 | 3.18% | 3.64% | 4.10% | Q4 2021 | Q1 2022 | 2 |
Collaborative Wealth Managment Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q4 2021 | 2 |
BURNEY CO/ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 2 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2022 | 2 |
Regency Capital Management Inc.\DE | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Titus Wealth Management | 2 | 2 | 0.19% | 0.21% | 0.24% | Q2 2018 | Q3 2018 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Willingdon Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
WHITTIER TRUST CO OF NEVADA INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
DHK Financial Advisors, Inc. | 2 | 2 | 0.51% | 0.52% | 0.53% | Q2 2023 | Q3 2023 | 2 |
Allianz Asset Management GmbH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q4 2018 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 2 |
RDA Financial Network | 2 | 2 | 0.18% | 0.19% | 0.19% | Q1 2019 | Q2 2019 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
NWK Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Dunhill Financial, LLC | 2 | 2 | 0.80% | 0.84% | 0.87% | Q2 2023 | Q3 2023 | 2 |
Laurel Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Litman Gregory Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Sicart Associates LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2019 | Q4 2019 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
TILIA FIDUCIARY PARTNERS, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 2 | 2 | 2.54% | 2.98% | 3.42% | Q2 2022 | Q3 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Carlyle Group Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Gibson Wealth Advisors LLC | 2 | 2 | 0.76% | 0.87% | 0.97% | Q4 2021 | Q1 2022 | 2 |
Norway Savings Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Arista Wealth Management, LLC | 2 | 2 | 2.34% | 3.56% | 4.77% | Q4 2022 | Q1 2023 | 2 |
Bard Financial Services, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q2 2023 | 2 |
Sloy Dahl & Holst, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2013 | Q1 2014 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q4 2015 | Q1 2016 | 2 |
BCGM Wealth Management, LLC | 2 | 2 | 0.36% | 0.66% | 0.95% | Q4 2020 | Q1 2021 | 2 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 2 | 2 | 0.28% | 0.29% | 0.29% | Q1 2022 | Q2 2022 | 2 |
Wellesley Investment Partners, LLC | 2 | 2 | 4.52% | 4.52% | 4.53% | Q4 2015 | Q1 2016 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
New England Private Wealth Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Water Oak Advisors LLC | 1 | 1 | 0.61% | 10.59% | 20.56% | Q3 2014 | Q4 2015 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.59% | 2.55% | 4.51% | Q3 2020 | Q1 2022 | 2 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Investment Advisory Group, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q3 2022 | 2 |
LEGG MASON, INC. | 2 | 2 | 0.03% | 0.13% | 0.24% | Q3 2016 | Q4 2016 | 2 |
Auour Investments LLC | 2 | 2 | 2.18% | 2.22% | 2.26% | Q2 2023 | Q3 2023 | 2 |
QCM Cayman, Ltd. | 2 | 2 | 1.07% | 1.79% | 2.50% | Q1 2021 | Q2 2021 | 2 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 2 |
Camelot Portfolios, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Synergy Asset Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
BOYS ARNOLD & CO INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 2 |
GREENUP STREET WEALTH MANAGEMENT LLC | 2 | 2 | 1.43% | 1.82% | 2.21% | Q4 2021 | Q1 2022 | 2 |
PBMares Wealth Management LLC | 2 | 2 | 0.36% | 0.36% | 0.37% | Q1 2020 | Q2 2020 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
St. James Investment Company, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q2 2016 | 2 |
Landmark Financial Advisors, LLC | 2 | 2 | 2.07% | 2.09% | 2.11% | Q4 2014 | Q1 2015 | 2 |
Carnick & Kubik, LLC | 2 | 2 | 0.84% | 0.87% | 0.90% | Q3 2015 | Q4 2015 | 2 |
Davis Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
FSA Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Stratford Consulting, LLC | 2 | 2 | 0.14% | 0.21% | 0.28% | Q1 2014 | Q2 2014 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.49% | 0.52% | 0.55% | Q1 2020 | Q2 2020 | 2 |
GQ Asset Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
AllGen Financial Advisors, Inc. | 2 | 2 | 1.27% | 1.46% | 1.65% | Q4 2020 | Q1 2021 | 2 |
Legend Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.04% | 0.08% | Q3 2022 | Q3 2023 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q2 2020 | 2 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2021 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q2 2015 | 2 |
VALLEY FINANCIAL MANAGEMENT, INC. | 2 | 2 | 1.85% | 1.85% | 1.85% | Q1 2023 | Q2 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Carter Financial Group, INC. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2022 | Q1 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2022 | Q1 2022 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 1.59% | 1.59% | 1.59% | Q1 2021 | Q1 2021 | 1 |
Courage Miller Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2022 | Q4 2022 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VAUGHAN & Co SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MGO Private Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PINNACLE ASSOCIATES LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
GDS Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Sand Hill Global Advisors, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2019 | Q4 2019 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Systelligence, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2019 | Q4 2019 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 3.30% | 3.30% | 3.30% | Q3 2020 | Q3 2020 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Abacus Planning Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
ML & R WEALTH MANAGEMENT LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2022 | Q3 2022 | 1 |
Clarity Financial LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2021 | Q3 2021 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q4 2017 | 1 |
Tidal Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Opes Wealth Management LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2022 | Q4 2022 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Kernodle & Katon Asset Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Rezny Wealth Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
KHP Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Cooper Financial Group | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Logan Stone Capital, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2022 | Q2 2022 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CPWM, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Caerus Investment Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Portfolio Strategies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TRUST CO OF OKLAHOMA | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2015 | Q1 2015 | 1 |
DeDora Capital, Inc. | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2019 | Q4 2019 | 1 |
JSF Financial, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2019 | Q3 2019 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Bromfield Sneider Wealth Advisors | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2023 | Q4 2023 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2019 | Q4 2019 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CI INVESTMENTS INC. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2016 | Q4 2016 | 1 |
Willis Johnson & Associates, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2018 | Q4 2018 | 1 |
SPINNAKER TRUST | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HORIZON FINANCIAL SERVICES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
GFG Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Altium Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Campbell Wealth Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
WEST BANCORPORATION INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Etesian Wealth Advisors, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Syntegra Private Wealth Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
WAYCROSS PARTNERS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Hudson Value Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
D.B. Root & Company, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2018 | Q1 2018 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Horrell Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Tennessee Valley Asset Management Partners | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Darrow Company, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
CRA Financial Services, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2020 | Q1 2020 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BBJS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
KWMG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Nan Shan Life Insurance Co., Ltd. | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2018 | Q1 2018 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Arbor Investment Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2016 | Q2 2016 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 2.91% | 2.91% | 2.91% | Q4 2019 | Q4 2019 | 1 |
Aureus Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
NOESIS CAPITAL MANGEMENT CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
AFAM CAPITAL, INC. | 1 | 1 | 1.20% | 1.20% | 1.20% | Q1 2018 | Q1 2018 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 2.72% | 2.72% | 2.72% | Q4 2018 | Q4 2018 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Slagle Financial, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
James Hambro & Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Seascape Capital Management | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
MA Private Wealth | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Financial Planners of Cleveland, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FOREFRONT WEALTH MANAGEMENT INC. | 1 | 1 | 2.01% | 2.01% | 2.01% | Q4 2021 | Q4 2021 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Oak Point Wealth Management | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2017 | Q4 2017 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Rock Point Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
CABANA LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Heritage Wealth Management, Inc./Texas | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
Sanford Advisory Services, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2022 | Q4 2022 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Peterson Financial Group, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
My Legacy Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
CPA Asset Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
Freedom Day Solutions, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
COOK WEALTH MANAGEMENT GROUP LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BROWN WEALTH MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Copperleaf Capital, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
VAN ECK ASSOCIATES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2022 | Q3 2022 | 1 |
Aviance Capital Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AFFINIA FINANCIAL GROUP, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Chicago Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Quantum Capital Management, LLC / NJ | 1 | 1 | 1.95% | 1.95% | 1.95% | Q3 2017 | Q3 2017 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Eldridge Investment Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
BlackDiamond Wealth Management, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2022 | Q3 2022 | 1 |
Spinnaker Investment Group, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Sovereign Investment Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Western Pacific Wealth Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SteelBridge Private Wealth Advisors LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q1 2016 | Q1 2016 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ING GROEP NV | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2015 | Q1 2015 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
WADE G W & INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2015 | Q4 2015 | 1 |
SHAYNE & JACOBS, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 3.68% | 3.68% | 3.68% | Q3 2019 | Q3 2019 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2017 | Q3 2017 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2013 | Q4 2013 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Mangham Associates,LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2022 | Q2 2022 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Symmetry Investments LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Power Corp of Canada | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2022 | Q1 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 1.90% | 1.90% | 1.90% | Q3 2023 | Q3 2023 | 1 |
SENTINEL PENSION ADVISORS INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARCUARD FAMILY OFFICE LTD | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2014 | Q3 2014 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Summit Equities Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Naviter Wealth, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Mason & Associates Inc | 1 | 1 | 2.21% | 2.21% | 2.21% | Q4 2021 | Q4 2021 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Fiduciary Planning LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2019 | Q4 2019 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Ruggie Capital Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2021 | Q2 2021 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
NORTH AMERICAN MANAGEMENT CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q2 2023 | Q2 2023 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Aevitas Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Aspire Wealth Management Corp | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
W.H. Cornerstone Investments Inc. | 1 | 1 | 1.23% | 1.23% | 1.23% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2022 | Q3 2022 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Clientfirst Wealth Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2021 | Q4 2021 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2016 | Q1 2016 | 1 |
PENOBSCOT WEALTH MANAGEMENT | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
JAG CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Concorde Financial Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
External links
This page lists all the filers that currently own VANGUARD CHARLOTTE FDS or have owned VANGUARD CHARLOTTE FDS in the past.