Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.02% | 0.21% | Q2 2013 | Q3 2023 | 119 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 108 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.03% | 0.21% | Q2 2013 | Q3 2023 | 101 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.14% | 0.54% | Q1 2012 | Q3 2023 | 98 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.45% | 1.47% | Q2 2013 | Q3 2023 | 93 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.15% | 1.80% | Q1 2014 | Q3 2023 | 93 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.13% | Q4 2015 | Q3 2023 | 87 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.02% | 0.25% | Q1 2013 | Q3 2023 | 86 |
Citadel Advisors | 29 | 1 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 85 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.04% | 0.16% | Q1 2012 | Q3 2023 | 83 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.25% | 0.94% | Q2 2013 | Q3 2023 | 77 |
WOLVERINE TRADING, LLC | 22 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 70 |
Parallax Volatility Advisers, L.P. | 25 | 1 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2022 | 69 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 67 |
Walleye Trading LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 66 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.01% | 0.25% | 1.06% | Q1 2009 | Q3 2023 | 64 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 59 |
UBS Group AG | 36 | 36 | 0.00% | 0.17% | 0.32% | Q4 2014 | Q3 2023 | 53 |
NOMURA HOLDINGS INC | 16 | 2 | 0.00% | 0.04% | 0.56% | Q4 2012 | Q1 2021 | 52 |
Arbor Investment Advisors, LLC | 52 | 52 | 1.75% | 4.82% | 7.56% | Q4 2010 | Q3 2023 | 52 |
Rehmann Capital Advisory Group | 33 | 15 | 0.06% | 0.46% | 1.60% | Q2 2011 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.02% | 0.55% | 1.01% | Q4 2010 | Q3 2022 | 48 |
Zhang Financial LLC | 47 | 47 | 0.97% | 1.77% | 2.22% | Q1 2012 | Q3 2023 | 47 |
Mirae Asset Global Investments Co., Ltd. | 34 | 2 | 0.00% | 0.51% | 1.98% | Q4 2010 | Q3 2023 | 46 |
Goldstein Munger & Associates | 45 | 45 | 0.13% | 4.62% | 8.44% | Q3 2011 | Q3 2022 | 45 |
Tortoise Investment Management, LLC | 44 | 44 | 0.33% | 1.18% | 1.78% | Q4 2012 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.37% | 0.66% | 1.03% | Q4 2012 | Q3 2023 | 44 |
Joel Isaacson & Co., LLC | 44 | 44 | 0.03% | 0.31% | 0.65% | Q4 2012 | Q3 2023 | 44 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 2 | 0.12% | 0.44% | 3.68% | Q2 2010 | Q3 2023 | 44 |
TCI Wealth Advisors, Inc. | 44 | 44 | 0.05% | 0.14% | 0.55% | Q4 2012 | Q3 2023 | 44 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 44 |
Capital Analysts, LLC | 44 | 44 | 0.01% | 0.93% | 3.77% | Q4 2012 | Q3 2023 | 44 |
PRIVATE TRUST CO NA | 43 | 43 | 0.11% | 0.45% | 0.83% | Q1 2013 | Q3 2023 | 43 |
HighTower Advisors, LLC | 30 | 11 | 0.00% | 0.24% | 0.48% | Q2 2013 | Q3 2023 | 43 |
SNS Financial Group, LLC | 43 | 43 | 0.11% | 2.45% | 5.37% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.35% | 0.76% | 1.63% | Q1 2013 | Q3 2023 | 43 |
Regis Management CO LLC | 43 | 43 | 4.87% | 8.80% | 13.32% | Q1 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.34% | 0.94% | 1.53% | Q1 2013 | Q3 2023 | 43 |
MCF Advisors LLC | 22 | 7 | 0.00% | 0.82% | 4.30% | Q4 2011 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.16% | 0.47% | 1.00% | Q4 2012 | Q2 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.02% | 0.03% | 0.05% | Q1 2013 | Q3 2023 | 43 |
Goelzer Investment Management, Inc. | 43 | 43 | 0.03% | 0.08% | 0.37% | Q1 2013 | Q3 2023 | 43 |
Freedom Investment Management, Inc. | 43 | 43 | 0.02% | 0.13% | 0.46% | Q1 2013 | Q3 2023 | 43 |
Pekin Hardy Strauss, Inc. | 43 | 43 | 0.11% | 0.48% | 1.00% | Q1 2013 | Q3 2023 | 43 |
WOODSTOCK CORP | 43 | 43 | 0.17% | 0.48% | 1.01% | Q2 2013 | Q4 2023 | 43 |
Parkside Financial Bank & Trust | 42 | 42 | 0.01% | 1.97% | 4.12% | Q2 2013 | Q3 2023 | 43 |
Twele Capital Management, Inc. | 42 | 42 | 1.18% | 2.49% | 5.38% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ALESCO ADVISORS LLC | 42 | 42 | 0.43% | 0.62% | 0.93% | Q2 2013 | Q3 2023 | 42 |
HM PAYSON & CO | 42 | 42 | 0.11% | 1.04% | 2.66% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.25% | 0.98% | 2.18% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.12% | 0.31% | 0.65% | Q2 2013 | Q3 2023 | 42 |
Carlson Capital Management | 42 | 42 | 0.65% | 2.35% | 3.66% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
CENTRAL BANK & TRUST CO | 42 | 42 | 0.27% | 1.92% | 3.50% | Q2 2013 | Q3 2023 | 42 |
Ramsay, Stattman, Vela & Price, Inc. | 42 | 42 | 0.22% | 0.36% | 0.48% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PITTENGER & ANDERSON INC | 42 | 42 | 0.29% | 0.44% | 0.76% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.04% | 0.18% | 0.45% | Q2 2013 | Q3 2023 | 42 |
Marble Harbor Investment Counsel, LLC | 42 | 42 | 1.04% | 2.39% | 3.49% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.03% | 0.11% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Bangor Savings Bank | 42 | 42 | 1.93% | 2.51% | 3.00% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.14% | 0.30% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Savant Capital, LLC | 42 | 42 | 0.09% | 0.46% | 1.08% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.04% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.10% | 1.55% | 3.18% | Q2 2013 | Q3 2023 | 42 |
Bridgewater Associates | 42 | 42 | 1.42% | 19.85% | 42.58% | Q2 2013 | Q3 2023 | 42 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 42 | 42 | 0.12% | 0.34% | 0.70% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.11% | 0.34% | 0.65% | Q2 2013 | Q4 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Birch Hill Investment Advisors LLC | 42 | 42 | 0.06% | 0.29% | 0.54% | Q2 2013 | Q3 2023 | 42 |
TD Capital Management LLC | 42 | 42 | 0.02% | 1.08% | 2.92% | Q2 2013 | Q3 2023 | 42 |
KANAWHA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.50% | 0.98% | 1.52% | Q2 2013 | Q3 2023 | 42 |
Karpus Management, Inc. | 42 | 42 | 0.42% | 1.71% | 3.05% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.05% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Morningstar Investment Services LLC | 42 | 42 | 0.66% | 1.61% | 2.94% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.03% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
GREENLEAF TRUST | 42 | 42 | 0.02% | 0.13% | 0.88% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.37% | 0.87% | 1.32% | Q2 2013 | Q3 2023 | 42 |
WATERS PARKERSON & CO., LLC | 42 | 42 | 0.08% | 0.24% | 0.31% | Q2 2013 | Q3 2023 | 42 |
North Star Investment Management Corp. | 42 | 42 | 0.10% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 42 |
BOSTON FINANCIAL MANGEMENT LLC | 42 | 42 | 0.03% | 0.18% | 1.18% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.46% | 0.90% | 1.33% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.13% | 0.27% | 0.32% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.01% | 0.20% | 1.18% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.10% | 0.81% | 1.98% | Q2 2013 | Q3 2023 | 42 |
CONGRESS ASSET MANAGEMENT CO /MA | 42 | 42 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.20% | 0.31% | 0.56% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.01% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.05% | 0.18% | 0.97% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.01% | 0.34% | 0.81% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.04% | 0.14% | 0.36% | Q2 2013 | Q3 2023 | 42 |
GFS Advisors, LLC | 42 | 42 | 0.06% | 2.03% | 3.53% | Q2 2013 | Q3 2023 | 42 |
Tufton Capital Management | 42 | 42 | 0.13% | 0.27% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Roundview Capital LLC | 42 | 42 | 0.29% | 0.64% | 1.53% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.20% | 0.37% | 0.55% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Ifrah Financial Services, Inc. | 42 | 42 | 0.26% | 0.62% | 0.82% | Q2 2013 | Q3 2023 | 42 |
DAVIS R M INC | 42 | 42 | 0.38% | 0.88% | 4.03% | Q2 2013 | Q3 2023 | 42 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.35% | 1.20% | 1.93% | Q2 2013 | Q3 2023 | 42 |
NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.34% | 0.98% | 1.90% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.01% | 0.17% | 0.78% | Q2 2013 | Q3 2023 | 42 |
CHILTON CAPITAL MANAGEMENT LLC | 42 | 42 | 0.05% | 0.21% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Carnegie Capital Asset Management, LLC | 42 | 42 | 0.02% | 0.09% | 0.30% | Q2 2013 | Q3 2023 | 42 |
ASPIRIANT, LLC | 42 | 42 | 0.22% | 1.01% | 3.61% | Q2 2013 | Q3 2023 | 42 |
Gradient Investments LLC | 42 | 42 | 0.00% | 0.35% | 1.81% | Q2 2013 | Q3 2023 | 42 |
Seven Post Investment Office LP | 42 | 42 | 1.14% | 20.11% | 73.39% | Q2 2013 | Q3 2023 | 42 |
LBMC INVESTMENT ADVISORS, LLC | 42 | 42 | 0.21% | 0.87% | 2.50% | Q2 2013 | Q3 2023 | 42 |
CONNORS INVESTOR SERVICES INC | 42 | 42 | 0.67% | 1.02% | 1.79% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Allworth Financial LP | 42 | 42 | 0.14% | 2.87% | 9.88% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.42% | 1.10% | 1.67% | Q2 2013 | Q3 2023 | 42 |
GAM Holding AG | 42 | 42 | 0.14% | 0.70% | 1.94% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 21 | 21 | 0.12% | 0.19% | 0.40% | Q1 2013 | Q3 2023 | 42 |
Regal Investment Advisors LLC | 42 | 42 | 0.07% | 1.13% | 5.80% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.04% | 0.20% | 0.55% | Q2 2013 | Q3 2023 | 42 |
Greenwich Wealth Management LLC | 42 | 42 | 0.05% | 0.28% | 5.61% | Q2 2013 | Q3 2023 | 42 |
Acropolis Investment Management, LLC | 42 | 42 | 2.50% | 3.43% | 4.30% | Q2 2013 | Q3 2023 | 42 |
Aureus Asset Management, LLC | 42 | 42 | 0.08% | 0.19% | 0.31% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.29% | 0.75% | 2.48% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.54% | 1.54% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 42 | 42 | 0.20% | 0.73% | 2.61% | Q2 2013 | Q3 2023 | 42 |
BOK Financial Private Wealth, Inc. | 42 | 42 | 0.42% | 1.84% | 4.21% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 0.17% | 0.28% | 0.51% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 2.47% | 3.86% | 5.69% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.01% | 0.20% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Jasper Ridge Partners, L.P. | 42 | 42 | 1.96% | 8.30% | 17.60% | Q2 2013 | Q3 2023 | 42 |
FDx Advisors, Inc. | 42 | 42 | 0.03% | 0.56% | 1.74% | Q2 2013 | Q3 2023 | 42 |
1834 INVESTMENT ADVISORS CO | 42 | 42 | 0.26% | 1.02% | 1.66% | Q2 2013 | Q3 2023 | 42 |
WASHINGTON TRUST Co | 42 | 42 | 0.01% | 0.11% | 0.43% | Q2 2013 | Q3 2023 | 42 |
JMG Financial Group, Ltd. | 42 | 42 | 3.95% | 5.31% | 8.04% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.43% | 0.63% | 1.15% | Q2 2013 | Q3 2023 | 42 |
VAN STRUM & TOWNE INC. | 42 | 42 | 1.01% | 1.68% | 2.55% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.55% | 0.76% | 1.04% | Q2 2013 | Q3 2023 | 42 |
Modera Wealth Management, LLC | 42 | 42 | 1.03% | 3.19% | 7.60% | Q2 2013 | Q3 2023 | 42 |
Cohen Klingenstein LLC | 42 | 42 | 0.08% | 1.07% | 3.78% | Q2 2013 | Q3 2023 | 42 |
WHITE PINE CAPITAL LLC | 42 | 42 | 0.05% | 0.31% | 1.94% | Q2 2013 | Q3 2023 | 42 |
Buckingham Capital Management, Inc. | 42 | 42 | 0.07% | 0.48% | 2.40% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 1.20% | 2.25% | 5.98% | Q2 2013 | Q3 2023 | 42 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 42 | 42 | 0.81% | 2.03% | 3.87% | Q2 2013 | Q3 2023 | 42 |
TORONTO DOMINION BANK | 25 | 17 | 0.00% | 0.00% | 0.06% | Q1 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.02% | 1.23% | 2.46% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VIRGINIA /VA | 42 | 42 | 0.34% | 1.63% | 5.45% | Q2 2013 | Q3 2023 | 42 |
NORTHEAST INVESTMENT MANAGEMENT | 42 | 42 | 0.16% | 0.59% | 1.34% | Q2 2013 | Q3 2023 | 42 |
SEGALL BRYANT & HAMILL, LLC | 35 | 7 | 0.02% | 0.10% | 0.41% | Q1 2013 | Q3 2023 | 42 |
S&CO INC | 42 | 42 | 0.16% | 0.36% | 0.56% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.02% | 0.09% | 0.35% | Q2 2013 | Q3 2023 | 42 |
WEIK CAPITAL MANAGEMENT | 42 | 42 | 0.25% | 0.39% | 0.57% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.07% | 0.23% | 0.76% | Q2 2013 | Q3 2023 | 42 |
MOLLER WEALTH PARTNERS | 42 | 42 | 1.90% | 4.30% | 10.94% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 42 |
LS Investment Advisors, LLC | 42 | 42 | 0.08% | 0.59% | 1.86% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
SIGNATUREFD, LLC | 42 | 42 | 0.04% | 3.14% | 11.91% | Q2 2013 | Q3 2023 | 42 |
SIGMA INVESTMENT COUNSELORS INC | 42 | 42 | 1.83% | 2.52% | 3.80% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.03% | 1.00% | 3.82% | Q2 2013 | Q3 2023 | 42 |
Telos Capital Management, Inc. | 42 | 42 | 0.15% | 1.16% | 3.10% | Q2 2013 | Q3 2023 | 42 |
JFS WEALTH ADVISORS, LLC | 42 | 42 | 0.35% | 1.30% | 2.18% | Q2 2013 | Q3 2023 | 42 |
MERIDIAN MANAGEMENT CO | 42 | 42 | 0.13% | 3.42% | 10.42% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.02% | 0.13% | 0.36% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.02% | 0.15% | 0.38% | Q2 2013 | Q3 2023 | 42 |
BLB&B Advisors, LLC | 42 | 42 | 1.10% | 3.65% | 7.22% | Q2 2013 | Q3 2023 | 42 |
Waverly Advisors, LLC | 42 | 42 | 0.34% | 0.95% | 1.96% | Q2 2013 | Q3 2023 | 42 |
PARTHENON LLC | 42 | 42 | 0.35% | 0.58% | 0.75% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.08% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.05% | 0.15% | 0.25% | Q2 2013 | Q3 2023 | 42 |
SCS Capital Management LLC | 42 | 42 | 0.16% | 4.75% | 18.37% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.32% | 0.84% | 1.57% | Q2 2013 | Q3 2023 | 42 |
GOULD ASSET MANAGEMENT LLC /CA/ | 42 | 42 | 0.52% | 0.95% | 3.72% | Q2 2013 | Q3 2023 | 42 |
FIRST CITIZENS BANK & TRUST CO | 42 | 42 | 0.07% | 0.26% | 0.65% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 42 | 42 | 0.07% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FIRST HAWAIIAN BANK | 42 | 42 | 0.10% | 2.34% | 4.68% | Q2 2013 | Q3 2023 | 42 |
MARTIN & CO INC /TN/ | 42 | 42 | 1.29% | 2.37% | 3.47% | Q2 2013 | Q3 2023 | 42 |
LEE DANNER & BASS INC | 42 | 42 | 0.20% | 0.27% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.09% | 0.36% | 0.66% | Q2 2013 | Q3 2023 | 42 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.12% | 0.44% | 1.47% | Q2 2013 | Q3 2023 | 42 |
Windham Capital Management, LLC | 42 | 42 | 0.08% | 6.26% | 15.29% | Q2 2013 | Q3 2023 | 42 |
WOODMONT INVESTMENT COUNSEL LLC | 42 | 42 | 0.47% | 0.94% | 1.72% | Q2 2013 | Q3 2023 | 42 |
HANCOCK WHITNEY CORP | 42 | 42 | 0.00% | 0.26% | 0.39% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.32% | 2.34% | 4.64% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.40% | 1.82% | 3.54% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.00% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.25% | 0.77% | 1.23% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.14% | 0.21% | 0.30% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.04% | 0.09% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Dorsey & Whitney Trust CO LLC | 42 | 42 | 0.21% | 0.40% | 0.66% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.01% | 0.12% | 0.48% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 5.49% | 8.21% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF HAWAII | 42 | 42 | 0.82% | 1.74% | 2.67% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.33% | 0.44% | 0.57% | Q2 2013 | Q3 2023 | 42 |
OARSMAN CAPITAL, INC. | 42 | 42 | 0.19% | 0.58% | 1.20% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.35% | 0.84% | 2.30% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.34% | 0.54% | 0.79% | Q2 2013 | Q3 2023 | 42 |
Aspen Investment Management Inc | 42 | 42 | 0.51% | 0.96% | 1.88% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.08% | 0.30% | 0.82% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.02% | 0.27% | 0.55% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.09% | 0.75% | 2.61% | Q2 2013 | Q3 2023 | 42 |
TRUSTCO BANK CORP N Y | 42 | 42 | 0.36% | 0.64% | 1.57% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.06% | 0.13% | 0.23% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.04% | 0.26% | 0.77% | Q2 2013 | Q3 2023 | 42 |
MONARCH CAPITAL MANAGEMENT INC/ | 42 | 42 | 0.85% | 1.26% | 1.75% | Q2 2013 | Q3 2023 | 42 |
Valmark Advisers, Inc. | 42 | 42 | 2.79% | 4.56% | 6.74% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.06% | 0.20% | 0.54% | Q2 2013 | Q3 2023 | 42 |
PROFFITT & GOODSON INC | 42 | 42 | 1.70% | 3.67% | 6.12% | Q2 2013 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.06% | 0.36% | 0.76% | Q2 2013 | Q3 2023 | 42 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 42 | 42 | 0.23% | 0.52% | 1.22% | Q2 2013 | Q3 2023 | 42 |
HBK Sorce Advisory LLC | 42 | 42 | 0.04% | 0.23% | 0.99% | Q2 2013 | Q3 2023 | 42 |
EVERETT HARRIS & CO /CA/ | 42 | 42 | 0.03% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.12% | 0.41% | 1.02% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.71% | 1.59% | 2.34% | Q2 2013 | Q3 2023 | 42 |
HERITAGE INVESTORS MANAGEMENT CORP | 42 | 42 | 0.21% | 0.31% | 0.52% | Q2 2013 | Q3 2023 | 42 |
Hudock, Inc. | 42 | 42 | 0.06% | 5.20% | 7.62% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ALPS ADVISORS INC | 42 | 42 | 0.05% | 0.29% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 1.97% | 3.22% | 9.33% | Q2 2013 | Q3 2023 | 42 |
Van Cleef Asset Management,Inc | 42 | 42 | 2.64% | 3.55% | 4.94% | Q2 2013 | Q3 2023 | 42 |
DF DENT & CO INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.07% | 0.75% | 1.06% | Q2 2013 | Q3 2023 | 42 |
Smith & Howard Wealth Management, LLC | 42 | 42 | 0.23% | 3.50% | 6.50% | Q2 2013 | Q3 2023 | 42 |
Portland Global Advisors LLC | 42 | 42 | 2.52% | 3.50% | 4.40% | Q2 2013 | Q3 2023 | 42 |
HEADINVEST, LLC | 42 | 42 | 0.94% | 1.83% | 3.52% | Q2 2013 | Q3 2023 | 42 |
American Investment Services, Inc. | 42 | 42 | 0.36% | 1.10% | 1.99% | Q2 2013 | Q3 2023 | 42 |
ROBERTS GLORE & CO INC /IL/ | 42 | 42 | 0.32% | 0.78% | 1.54% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.05% | 0.48% | 0.93% | Q2 2013 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.29% | 0.45% | 1.30% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.33% | 0.99% | 1.68% | Q2 2013 | Q3 2023 | 42 |
Baystate Wealth Management LLC | 42 | 42 | 2.86% | 5.65% | 9.44% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 2.01% | 2.55% | 3.12% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.08% | 0.37% | 0.80% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.65% | 1.24% | 2.83% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 42 |
First Horizon Advisors, Inc. | 41 | 41 | 0.19% | 0.30% | 0.94% | Q3 2013 | Q3 2023 | 41 |
Mariner, LLC | 34 | 7 | 0.02% | 0.46% | 1.42% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.02% | 0.15% | 0.35% | Q2 2013 | Q3 2023 | 41 |
FORVIS Wealth Advisors, LLC | 41 | 41 | 0.12% | 0.38% | 0.66% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.23% | 0.78% | Q2 2013 | Q3 2023 | 41 |
Atria Investments, Inc | 27 | 14 | 0.25% | 0.67% | 2.52% | Q2 2013 | Q3 2023 | 41 |
CIBC WORLD MARKET INC. | 41 | 41 | 0.00% | 0.04% | 0.06% | Q3 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.22% | 0.41% | 1.63% | Q2 2013 | Q3 2023 | 41 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 27 | 14 | 0.11% | 0.89% | 8.26% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.24% | 2.45% | Q3 2013 | Q3 2023 | 41 |
Busey Bank | 26 | 15 | 0.02% | 0.09% | 0.43% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.12% | 0.28% | 0.66% | Q3 2013 | Q3 2023 | 41 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 34 | 7 | 0.06% | 0.16% | 0.46% | Q2 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.06% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 41 |
Haverford Trust Co | 40 | 1 | 0.05% | 0.18% | 1.81% | Q2 2013 | Q3 2023 | 41 |
ST GERMAIN D J CO INC | 28 | 3 | 0.01% | 1.79% | 4.00% | Q2 2013 | Q4 2023 | 41 |
COLDSTREAM CAPITAL MANAGEMENT INC | 37 | 4 | 0.25% | 1.79% | 6.51% | Q2 2013 | Q3 2023 | 41 |
HOWE & RUSLING INC | 38 | 3 | 0.08% | 0.29% | 1.17% | Q2 2013 | Q3 2023 | 41 |
DT Investment Partners, LLC | 31 | 10 | 0.02% | 2.59% | 4.54% | Q2 2013 | Q3 2023 | 41 |
SouthState Corp | 27 | 14 | 0.01% | 0.10% | 0.45% | Q2 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 33 | 8 | 0.17% | 0.25% | 0.54% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.14% | 0.44% | 2.05% | Q2 2013 | Q2 2023 | 41 |
FRANKLIN RESOURCES INC | 38 | 3 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 41 |
M&T BANK CORP | 26 | 15 | 0.04% | 0.68% | 1.44% | Q2 2013 | Q3 2023 | 41 |
1ST SOURCE BANK | 41 | 41 | 0.81% | 1.41% | 2.18% | Q3 2013 | Q3 2023 | 41 |
EAGLE GLOBAL ADVISORS LLC | 41 | 41 | 0.02% | 0.06% | 0.22% | Q3 2013 | Q3 2023 | 41 |
CAPTRUST FINANCIAL ADVISORS | 36 | 5 | 0.01% | 1.23% | 5.01% | Q2 2013 | Q3 2023 | 41 |
Advisory Services Network, LLC | 27 | 14 | 0.10% | 0.31% | 0.55% | Q2 2013 | Q3 2023 | 41 |
NICHOLS & PRATT ADVISERS LLP /MA | 41 | 41 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q2 2023 | 41 |
EXENCIAL WEALTH ADVISORS, LLC | 24 | 8 | 0.06% | 0.38% | 1.06% | Q1 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.27% | 1.02% | 2.29% | Q4 2013 | Q4 2023 | 41 |
Cohen Capital Management, Inc. | 41 | 41 | 0.07% | 0.21% | 0.31% | Q3 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.49% | 0.83% | 1.22% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.01% | 1.40% | 8.96% | Q3 2013 | Q3 2023 | 41 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 27 | 6 | 0.00% | 0.03% | 0.29% | Q2 2013 | Q3 2023 | 40 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 40 | 40 | 1.96% | 7.77% | 23.05% | Q4 2013 | Q3 2023 | 40 |
Linscomb & Williams, Inc. | 31 | 9 | 0.02% | 0.52% | 2.19% | Q2 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.00% | 0.03% | 0.26% | Q4 2013 | Q3 2023 | 40 |
MONTAG A & ASSOCIATES INC | 40 | 40 | 0.01% | 0.14% | 0.68% | Q4 2013 | Q3 2023 | 40 |
Tarbox Family Office, Inc. | 40 | 40 | 0.03% | 1.12% | 4.14% | Q4 2013 | Q3 2023 | 40 |
Perkins Coie Trust Co | 40 | 40 | 0.05% | 0.19% | 0.39% | Q4 2013 | Q3 2023 | 40 |
WELLINGTON MANAGEMENT GROUP LLP | 29 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
Parsec Financial Management, Inc. | 40 | 40 | 0.16% | 1.11% | 2.09% | Q2 2013 | Q1 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.07% | 0.24% | 0.47% | Q4 2013 | Q3 2023 | 40 |
Sequoia Financial Advisors, LLC | 40 | 40 | 0.01% | 0.18% | 0.57% | Q4 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.60% | 2.61% | 11.35% | Q4 2013 | Q4 2023 | 40 |
Ascent Wealth Partners, LLC | 40 | 40 | 0.13% | 1.46% | 5.99% | Q4 2013 | Q3 2023 | 40 |
NAPLES GLOBAL ADVISORS, LLC | 40 | 40 | 0.17% | 0.48% | 1.03% | Q4 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.08% | 0.54% | 1.98% | Q4 2013 | Q3 2023 | 40 |
Retirement Planning Group, LLC | 36 | 4 | 0.25% | 3.63% | 7.28% | Q2 2013 | Q3 2023 | 40 |
BURNEY CO/ | 31 | 9 | 0.13% | 0.17% | 0.24% | Q2 2013 | Q3 2023 | 40 |
Brookstone Capital Management | 40 | 40 | 0.04% | 0.30% | 1.50% | Q4 2013 | Q3 2023 | 40 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 40 | 40 | 0.33% | 1.76% | 4.90% | Q4 2013 | Q3 2023 | 40 |
Fort Point Capital Partners LLC | 40 | 40 | 0.76% | 1.92% | 5.47% | Q4 2013 | Q3 2023 | 40 |
BALDWIN BROTHERS LLC/MA | 29 | 11 | 0.05% | 0.11% | 0.64% | Q2 2013 | Q4 2023 | 40 |
Wharton Business Group, LLC | 32 | 8 | 0.93% | 2.46% | 5.95% | Q2 2013 | Q3 2023 | 40 |
HOWLAND CAPITAL MANAGEMENT LLC | 21 | 19 | 0.03% | 0.52% | 1.42% | Q3 2013 | Q3 2023 | 40 |
TIEMANN INVESTMENT ADVISORS, LLC | 40 | 40 | 0.20% | 0.43% | 0.92% | Q4 2013 | Q3 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 1.98% | 3.01% | 4.65% | Q4 2013 | Q3 2023 | 40 |
Evanson Asset Management, LLC | 40 | 40 | 0.16% | 0.60% | 1.02% | Q4 2013 | Q3 2023 | 40 |
Stillwater Capital Advisors, LLC | 40 | 40 | 0.17% | 0.34% | 0.96% | Q4 2013 | Q3 2023 | 40 |
ICONIQ Capital, LLC | 39 | 1 | 0.01% | 0.24% | 1.37% | Q1 2013 | Q1 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 0.89% | 1.48% | 2.09% | Q4 2013 | Q3 2023 | 40 |
Sand Hill Global Advisors, LLC | 30 | 10 | 0.26% | 5.41% | 7.85% | Q3 2013 | Q3 2023 | 40 |
SMITH, MOORE & CO. | 40 | 40 | 0.83% | 1.56% | 2.52% | Q4 2013 | Q3 2023 | 40 |
SENTINEL TRUST CO LBA | 34 | 6 | 0.04% | 1.06% | 5.31% | Q2 2013 | Q3 2023 | 40 |
CAHILL FINANCIAL ADVISORS INC | 40 | 40 | 1.46% | 1.84% | 2.34% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.05% | 0.09% | 0.13% | Q4 2013 | Q3 2023 | 40 |
Avior Wealth Management, LLC | 40 | 40 | 0.20% | 0.87% | 2.37% | Q4 2013 | Q3 2023 | 40 |
Financial Planning & Information Services, Inc. | 40 | 40 | 0.30% | 3.25% | 8.10% | Q4 2013 | Q3 2023 | 40 |
Private Ocean, LLC | 40 | 40 | 0.01% | 0.14% | 0.30% | Q4 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.03% | 0.08% | 0.20% | Q4 2013 | Q3 2023 | 40 |
Bragg Financial Advisors, Inc | 30 | 10 | 0.02% | 0.06% | 0.10% | Q3 2013 | Q3 2023 | 40 |
Pure Financial Advisors, LLC | 22 | 18 | 1.10% | 2.03% | 4.56% | Q2 2013 | Q4 2023 | 40 |
Perigon Wealth Management, LLC | 30 | 1 | 0.08% | 0.21% | 0.35% | Q3 2011 | Q3 2023 | 40 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40 | 40 | 0.24% | 0.86% | 1.74% | Q4 2013 | Q3 2023 | 40 |
Gemmer Asset Management LLC | 39 | 39 | 0.16% | 0.28% | 0.54% | Q1 2014 | Q3 2023 | 39 |
Transamerica Financial Advisors, Inc. | 33 | 6 | 0.00% | 1.50% | 4.71% | Q2 2013 | Q3 2023 | 39 |
METROPOLITAN LIFE INSURANCE CO/NY | 39 | 39 | 0.10% | 0.21% | 0.47% | Q2 2013 | Q4 2022 | 39 |
BAILARD, INC. | 31 | 8 | 0.04% | 0.46% | 0.80% | Q4 2013 | Q3 2023 | 39 |
Autus Asset Management, LLC | 39 | 39 | 1.29% | 2.06% | 2.53% | Q2 2013 | Q4 2022 | 39 |
ARGI Investment Services, LLC | 39 | 39 | 0.64% | 2.90% | 8.57% | Q2 2013 | Q4 2022 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.03% | 0.09% | 0.24% | Q2 2013 | Q4 2022 | 39 |
Citizens Business Bank | 28 | 11 | 0.05% | 0.99% | 3.65% | Q4 2012 | Q3 2022 | 39 |
BCWM, LLC | 39 | 39 | 0.88% | 1.97% | 5.80% | Q2 2013 | Q4 2022 | 39 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 39 | 39 | 0.03% | 0.07% | 0.12% | Q1 2014 | Q3 2023 | 39 |
WASHINGTON TRUST BANK | 39 | 39 | 0.04% | 0.08% | 0.14% | Q1 2014 | Q3 2023 | 39 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 33 | 6 | 0.03% | 0.12% | 0.22% | Q4 2013 | Q3 2023 | 39 |
WEDBUSH SECURITIES INC | 37 | 2 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 39 |
Regent Investment Management LLC | 39 | 39 | 0.22% | 0.49% | 1.10% | Q2 2013 | Q4 2022 | 39 |
Occidental Asset Management, LLC | 39 | 39 | 0.05% | 1.42% | 3.64% | Q1 2014 | Q3 2023 | 39 |
Dynamic Advisor Solutions LLC | 33 | 6 | 0.07% | 0.35% | 0.70% | Q4 2013 | Q3 2023 | 39 |
RMB Capital Management, LLC | 31 | 8 | 0.01% | 0.02% | 0.12% | Q4 2013 | Q3 2023 | 39 |
Allianz Asset Management GmbH | 27 | 12 | 0.00% | 0.15% | 1.13% | Q2 2013 | Q3 2023 | 39 |
Advisory Alpha, LLC | 20 | 19 | 0.03% | 1.44% | 5.75% | Q4 2013 | Q3 2023 | 39 |
COMERICA BANK | 38 | 1 | 0.20% | 0.32% | 0.46% | Q3 2013 | Q3 2023 | 39 |
BANQUE PICTET & CIE SA | 37 | 2 | 0.00% | 0.04% | 0.09% | Q4 2013 | Q3 2023 | 39 |
East Coast Asset Management, LLC. | 39 | 39 | 0.05% | 0.48% | 1.32% | Q4 2012 | Q2 2022 | 39 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 16 | 2 | 0.02% | 0.36% | 3.82% | Q2 2013 | Q3 2023 | 39 |
COUNTRY TRUST BANK | 39 | 39 | 0.36% | 1.03% | 1.68% | Q2 2014 | Q4 2023 | 39 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 39 | 39 | 0.01% | 1.07% | 7.32% | Q2 2013 | Q4 2022 | 39 |
Brinker Capital Investments, LLC | 39 | 39 | 0.06% | 0.64% | 1.88% | Q2 2013 | Q4 2022 | 39 |
CHOREO, LLC | 39 | 39 | 1.32% | 3.08% | 5.26% | Q1 2014 | Q3 2023 | 39 |
WHALEROCK POINT PARTNERS, LLC | 29 | 10 | 0.09% | 0.16% | 0.32% | Q4 2013 | Q3 2023 | 39 |
DUBUQUE BANK & TRUST CO | 23 | 16 | 0.01% | 0.65% | 2.20% | Q2 2013 | Q3 2023 | 39 |
Windsor Capital Management, LLC | 36 | 3 | 0.01% | 0.98% | 1.80% | Q2 2013 | Q3 2023 | 39 |
One Capital Management, LLC | 39 | 39 | 0.04% | 0.27% | 0.57% | Q1 2014 | Q3 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 0.47% | 0.75% | 1.11% | Q2 2013 | Q4 2022 | 39 |
EP Wealth Advisors, LLC | 21 | 18 | 0.04% | 0.42% | 1.47% | Q4 2013 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.33% | 0.50% | 0.66% | Q2 2013 | Q4 2022 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.03% | 0.15% | 0.53% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.21% | 0.36% | 0.52% | Q1 2014 | Q3 2023 | 39 |
Garde Capital, Inc. | 38 | 38 | 2.17% | 3.53% | 5.62% | Q2 2014 | Q3 2023 | 38 |
McCutchen Group LLC | 38 | 38 | 4.10% | 6.05% | 7.07% | Q2 2013 | Q3 2022 | 38 |
BAR HARBOR WEALTH MANAGEMENT | 37 | 1 | 0.04% | 0.37% | 0.69% | Q1 2013 | Q3 2023 | 38 |
OPTIMUM INVESTMENT ADVISORS | 31 | 7 | 0.02% | 0.22% | 0.50% | Q3 2013 | Q4 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 38 |
OLD NATIONAL BANCORP /IN/ | 38 | 38 | 0.02% | 0.36% | 0.67% | Q2 2014 | Q3 2023 | 38 |
PINNACLE FINANCIAL PARTNERS INC | 37 | 1 | 0.11% | 0.84% | 1.20% | Q2 2013 | Q3 2023 | 38 |
Prospera Financial Services Inc | 22 | 3 | 0.03% | 0.14% | 0.46% | Q2 2013 | Q3 2023 | 38 |
THRIVENT FINANCIAL FOR LUTHERANS | 38 | 38 | 0.00% | 0.03% | 0.11% | Q2 2014 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.14% | 0.23% | 0.32% | Q2 2013 | Q3 2022 | 38 |
Global Endowment Management, LP | 19 | 19 | 0.36% | 1.21% | 1.85% | Q1 2014 | Q3 2023 | 38 |
LBJ Family Wealth Advisors, Ltd. | 37 | 1 | 0.31% | 4.54% | 29.80% | Q4 2013 | Q4 2023 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.07% | 0.20% | 0.83% | Q2 2014 | Q3 2023 | 38 |
Texas Yale Capital Corp. | 36 | 2 | 0.02% | 0.18% | 0.40% | Q2 2013 | Q3 2023 | 38 |
Spears Abacus Advisors LLC | 38 | 38 | 0.02% | 0.07% | 0.19% | Q2 2014 | Q3 2023 | 38 |
Vigilant Capital Management, LLC | 23 | 5 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q2 2023 | 38 |
Plante Moran Financial Advisors, LLC | 26 | 4 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 38 |
J.P. Morgan Private Wealth Advisors LLC | 33 | 2 | 0.01% | 0.49% | 1.26% | Q2 2013 | Q3 2023 | 38 |
Maryland Capital Management | 38 | 38 | 0.25% | 0.54% | 1.01% | Q2 2013 | Q3 2022 | 38 |
Round Table Services, LLC | 38 | 38 | 0.11% | 1.22% | 3.48% | Q2 2013 | Q3 2022 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q3 2022 | 38 |
Wolf Group Capital Advisors | 37 | 37 | 0.15% | 1.41% | 5.02% | Q4 2013 | Q4 2022 | 37 |
FACTORY MUTUAL INSURANCE CO | 25 | 12 | 0.02% | 0.57% | 1.03% | Q2 2013 | Q3 2023 | 37 |
SPINNAKER TRUST | 37 | 37 | 0.03% | 0.05% | 0.12% | Q3 2014 | Q3 2023 | 37 |
Litman Gregory Wealth Management LLC | 29 | 2 | 4.46% | 21.26% | 55.02% | Q2 2013 | Q3 2023 | 37 |
Wallington Asset Management, LLC | 37 | 37 | 0.59% | 1.83% | 3.32% | Q2 2013 | Q2 2022 | 37 |
Perella Weinberg Partners Capital Management LP | 20 | 2 | 0.33% | 1.30% | 3.25% | Q2 2013 | Q3 2023 | 37 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 16 | 3 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 37 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 37 | 37 | 0.08% | 0.42% | 0.84% | Q3 2014 | Q3 2023 | 37 |
Personal Capital Advisors Corp | 37 | 37 | 4.52% | 5.53% | 7.54% | Q4 2013 | Q4 2022 | 37 |
REGENTATLANTIC CAPITAL LLC | 20 | 17 | 0.14% | 0.96% | 3.93% | Q2 2013 | Q3 2022 | 37 |
Legacy Private Trust Co. | 31 | 1 | 0.32% | 1.87% | 4.88% | Q4 2013 | Q3 2023 | 37 |
ROCKLAND TRUST CO | 36 | 1 | 0.07% | 0.36% | 1.78% | Q2 2013 | Q3 2023 | 37 |
Covington Capital Management | 30 | 7 | 0.25% | 1.10% | 1.74% | Q2 2013 | Q3 2022 | 37 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 37 | 37 | 0.20% | 0.82% | 2.30% | Q2 2013 | Q2 2022 | 37 |
Clarkston Capital Partners, LLC | 37 | 37 | 0.02% | 0.03% | 0.13% | Q4 2013 | Q4 2022 | 37 |
TOMPKINS FINANCIAL CORP | 14 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2023 | 37 |
Rex Capital Advisors, LLC | 36 | 1 | 0.18% | 4.82% | 7.26% | Q2 2013 | Q4 2022 | 37 |
COLONY GROUP LLC | 29 | 1 | 0.00% | 0.47% | 2.15% | Q3 2013 | Q3 2023 | 37 |
CAPE ANN SAVINGS BANK | 17 | 1 | 0.49% | 1.21% | 2.56% | Q2 2013 | Q3 2023 | 37 |
NWAM LLC | 32 | 1 | 0.02% | 0.27% | 0.68% | Q3 2012 | Q3 2023 | 37 |
WBH ADVISORY INC | 27 | 3 | 0.06% | 0.23% | 0.67% | Q1 2014 | Q3 2023 | 37 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.09% | 0.25% | 1.39% | Q2 2013 | Q1 2022 | 36 |
Peak Asset Management, LLC | 36 | 36 | 0.12% | 1.02% | 1.33% | Q4 2014 | Q3 2023 | 36 |
Klingman & Associates, LLC | 36 | 36 | 0.21% | 0.40% | 1.50% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.20% | 0.30% | 0.48% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.09% | 0.16% | 0.26% | Q4 2014 | Q3 2023 | 36 |
Bray Capital Advisors | 36 | 36 | 0.68% | 1.69% | 3.32% | Q4 2014 | Q3 2023 | 36 |
Boston Standard Wealth Management, LLC | 22 | 14 | 0.66% | 1.99% | 3.60% | Q4 2014 | Q4 2023 | 36 |
Dakota Wealth Management | 36 | 36 | 0.06% | 0.47% | 0.78% | Q4 2014 | Q3 2023 | 36 |
Canal Capital Management, LLC | 36 | 36 | 0.06% | 2.38% | 6.00% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q1 2022 | 36 |
IndexIQ Advisors LLC | 36 | 36 | 0.01% | 0.47% | 2.00% | Q2 2013 | Q1 2022 | 36 |
INVESTMENT PARTNERS, LTD. | 36 | 36 | 0.58% | 2.09% | 4.17% | Q4 2014 | Q3 2023 | 36 |
Fiera Capital Corp | 28 | 8 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q3 2023 | 36 |
Archford Capital Strategies, LLC | 22 | 1 | 0.00% | 0.59% | 1.73% | Q1 2014 | Q3 2023 | 36 |
Betterment LLC | 36 | 36 | 6.45% | 8.96% | 10.45% | Q4 2014 | Q3 2023 | 36 |
PLANNING ALTERNATIVES LTD /ADV | 36 | 36 | 0.08% | 2.93% | 7.36% | Q1 2014 | Q4 2022 | 36 |
ALBION FINANCIAL GROUP /UT | 27 | 1 | 0.00% | 1.20% | 3.84% | Q2 2013 | Q1 2023 | 36 |
Cambridge Advisors Inc. | 36 | 36 | 1.61% | 1.92% | 2.28% | Q4 2014 | Q3 2023 | 36 |
Gilman Hill Asset Management, LLC | 28 | 8 | 0.10% | 0.29% | 0.56% | Q2 2013 | Q3 2023 | 36 |
STALEY CAPITAL ADVISERS INC | 35 | 1 | 0.02% | 1.49% | 2.50% | Q2 2014 | Q3 2023 | 36 |
Narwhal Capital Management | 36 | 36 | 0.03% | 0.15% | 0.38% | Q4 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.01% | 0.04% | 0.24% | Q4 2014 | Q3 2023 | 36 |
AllSquare Wealth Management LLC | 36 | 36 | 3.30% | 4.80% | 9.60% | Q4 2014 | Q3 2023 | 36 |
Caprock Group, LLC | 35 | 35 | 0.00% | 2.00% | 5.03% | Q1 2015 | Q3 2023 | 36 |
Wealth Architects, LLC | 36 | 36 | 0.09% | 0.25% | 0.55% | Q4 2014 | Q3 2023 | 36 |
Granite Investment Partners, LLC | 22 | 4 | 0.05% | 0.16% | 0.43% | Q3 2013 | Q3 2023 | 36 |
BTC Capital Management, Inc. | 21 | 15 | 1.18% | 1.55% | 2.25% | Q3 2014 | Q3 2023 | 36 |
Barrett Asset Management, LLC | 36 | 36 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q1 2022 | 36 |
Burt Wealth Advisors | 36 | 36 | 0.11% | 5.60% | 14.45% | Q4 2014 | Q3 2023 | 36 |
Ledyard National Bank | 35 | 1 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q1 2023 | 36 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 36 | 36 | 0.19% | 0.80% | 1.45% | Q2 2013 | Q1 2022 | 36 |
KWMG, LLC | 36 | 36 | 1.68% | 2.03% | 2.37% | Q4 2014 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.00% | 0.21% | 0.58% | Q2 2013 | Q1 2022 | 36 |
Sensible Financial Planning & Management, LLC. | 36 | 36 | 0.30% | 0.68% | 1.41% | Q4 2014 | Q3 2023 | 36 |
GUYASUTA INVESTMENT ADVISORS INC | 29 | 1 | 0.03% | 0.04% | 0.07% | Q1 2014 | Q3 2023 | 36 |
Roof Eidam Maycock Peralta, LLC | 36 | 36 | 0.17% | 1.11% | 3.49% | Q4 2014 | Q3 2023 | 36 |
MIDDLETON & CO INC/MA | 34 | 2 | 0.06% | 0.25% | 1.22% | Q2 2013 | Q2 2022 | 36 |
Landmark Financial Advisors, LLC | 36 | 36 | 1.27% | 6.08% | 10.76% | Q4 2014 | Q3 2023 | 36 |
WADE G W & INC | 36 | 36 | 0.07% | 0.32% | 0.59% | Q4 2014 | Q3 2023 | 36 |
CWM, LLC | 26 | 2 | 0.00% | 0.09% | 0.50% | Q3 2013 | Q3 2023 | 36 |
Family Firm, Inc. | 36 | 36 | 0.84% | 1.05% | 1.36% | Q4 2014 | Q3 2023 | 36 |
ETF Portfolio Partners, Inc. | 36 | 36 | 1.59% | 2.60% | 5.48% | Q4 2014 | Q3 2023 | 36 |
MAI Capital Management | 36 | 36 | 0.48% | 0.71% | 1.00% | Q4 2014 | Q3 2023 | 36 |
Analyst IMS Investment Management Services Ltd. | 36 | 36 | 0.22% | 2.24% | 5.18% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.27% | 0.74% | 1.20% | Q4 2014 | Q3 2023 | 36 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 17 | 1 | 0.02% | 0.09% | 0.43% | Q2 2013 | Q3 2023 | 35 |
AGF INVESTMENTS INC. | 35 | 35 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2021 | 35 |
ENTERPRISE FINANCIAL SERVICES CORP | 21 | 14 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2022 | 35 |
Emery Howard Portfolio Management, Inc. | 35 | 35 | 2.78% | 4.07% | 6.08% | Q2 2013 | Q4 2021 | 35 |
SAGE FINANCIAL GROUP INC | 34 | 1 | 0.15% | 1.54% | 6.01% | Q4 2013 | Q3 2023 | 35 |
Roble, Belko & Company, Inc | 35 | 35 | 0.80% | 2.12% | 2.69% | Q1 2015 | Q3 2023 | 35 |
Vision Capital Management, Inc. | 35 | 35 | 0.14% | 2.80% | 4.75% | Q1 2015 | Q3 2023 | 35 |
CKW FINANCIAL GROUP | 20 | 2 | 0.00% | 0.01% | 0.32% | Q4 2013 | Q3 2023 | 35 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.18% | 0.60% | 1.82% | Q1 2015 | Q3 2023 | 35 |
Montecito Bank & Trust | 22 | 2 | 0.04% | 0.36% | 2.92% | Q2 2013 | Q4 2023 | 35 |
Cordasco Financial Network | 35 | 35 | 0.15% | 0.41% | 0.91% | Q4 2013 | Q2 2022 | 35 |
Sageworth Trust Co | 10 | 7 | 0.00% | 1.63% | 5.38% | Q2 2013 | Q3 2023 | 35 |
PROVIDA PENSION FUND ADMINISTRATOR | 14 | 9 | 0.01% | 1.33% | 6.60% | Q4 2013 | Q4 2022 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.02% | 0.05% | 0.20% | Q2 2013 | Q4 2021 | 35 |
Simplicity Solutions, LLC | 32 | 3 | 0.04% | 0.53% | 1.53% | Q4 2014 | Q3 2023 | 35 |
Trust Co | 35 | 35 | 0.08% | 1.32% | 5.66% | Q1 2015 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.15% | 0.74% | Q3 2013 | Q3 2023 | 35 |
Voya Financial Advisors, Inc. | 35 | 35 | 0.04% | 0.38% | 0.86% | Q1 2015 | Q3 2023 | 35 |
Truepoint, Inc. | 33 | 2 | 0.02% | 0.11% | 0.24% | Q3 2014 | Q3 2023 | 35 |
Estate Counselors, LLC | 34 | 1 | 0.04% | 2.34% | 5.34% | Q4 2014 | Q3 2023 | 35 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 29 | 6 | 0.06% | 1.78% | 4.26% | Q2 2013 | Q3 2023 | 35 |
Courage Miller Partners, LLC | 35 | 35 | 2.08% | 2.41% | 2.73% | Q1 2015 | Q3 2023 | 35 |
South Dakota Investment Council | 35 | 35 | 0.61% | 8.28% | 15.40% | Q1 2015 | Q3 2023 | 35 |
MISSION WEALTH MANAGEMENT, LP | 34 | 34 | 0.76% | 2.28% | 5.75% | Q2 2015 | Q3 2023 | 34 |
Winch Advisory Services, LLC | 30 | 2 | 0.01% | 0.64% | 4.74% | Q2 2014 | Q3 2023 | 34 |
FIRST MERCANTILE TRUST CO | 34 | 34 | 0.87% | 1.63% | 2.44% | Q2 2013 | Q3 2021 | 34 |
Main Management LLC | 31 | 1 | 0.15% | 0.46% | 2.39% | Q3 2013 | Q3 2023 | 34 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24 | 10 | 0.06% | 0.32% | 0.65% | Q2 2013 | Q3 2023 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.01% | 0.15% | 2.63% | Q2 2013 | Q3 2021 | 34 |
BINGHAM OSBORN & SCARBOROUGH LLC | 34 | 34 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q3 2021 | 34 |
Alexandria Capital, LLC | 34 | 34 | 0.47% | 1.60% | 4.90% | Q2 2013 | Q3 2021 | 34 |
Tikvah Management LLC | 30 | 4 | 0.56% | 1.25% | 2.00% | Q1 2015 | Q3 2023 | 34 |
Granite Investment Advisors, LLC | 34 | 34 | 0.07% | 0.16% | 0.35% | Q2 2013 | Q3 2021 | 34 |
Winfield Associates, Inc. | 34 | 34 | 0.03% | 0.70% | 1.95% | Q4 2013 | Q1 2022 | 34 |
Franklin, Parlapiano, Turner & Welch, LLC | 29 | 1 | 0.06% | 0.33% | 1.22% | Q4 2012 | Q3 2021 | 34 |
HARVARD MANAGEMENT CO INC | 34 | 34 | 0.19% | 1.37% | 12.19% | Q2 2013 | Q3 2021 | 34 |
Tradewinds Capital Management, LLC | 34 | 34 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2022 | 34 |
Long Road Investment Counsel, LLC | 16 | 5 | 0.36% | 0.53% | 0.87% | Q4 2014 | Q3 2023 | 34 |
Chicago Partners Investment Group LLC | 33 | 1 | 0.10% | 0.22% | 0.42% | Q4 2014 | Q3 2023 | 34 |
Pinnacle Wealth Management Advisory Group, LLC | 34 | 34 | 0.07% | 0.38% | 1.51% | Q2 2015 | Q3 2023 | 34 |
SALEM INVESTMENT COUNSELORS INC | 18 | 16 | 0.01% | 0.16% | 0.68% | Q2 2013 | Q3 2023 | 34 |
GRIMES & COMPANY, INC. | 34 | 34 | 0.11% | 0.85% | 2.91% | Q2 2015 | Q3 2023 | 34 |
M&R CAPITAL MANAGEMENT INC | 27 | 3 | 0.00% | 0.61% | 1.67% | Q2 2013 | Q4 2023 | 34 |
Lincoln Capital LLC | 31 | 3 | 0.09% | 0.14% | 0.21% | Q4 2014 | Q3 2023 | 34 |
BARINGS LLC | 31 | 3 | 0.02% | 0.13% | 1.20% | Q2 2013 | Q2 2023 | 34 |
NewSquare Capital LLC | 32 | 1 | 0.00% | 0.57% | 0.89% | Q1 2014 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.30% | 0.51% | 0.67% | Q2 2015 | Q3 2023 | 34 |
ELM ADVISORS, LLC | 34 | 34 | 0.89% | 1.13% | 1.44% | Q4 2013 | Q1 2022 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.33% | 2.09% | Q2 2015 | Q3 2023 | 34 |
QCI ASSET MANAGEMENT INC/NY | 34 | 34 | 0.08% | 0.76% | 2.30% | Q2 2013 | Q3 2021 | 34 |
BlackRock Inc. | 34 | 34 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 34 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 34 | 34 | 0.02% | 0.29% | 0.48% | Q2 2015 | Q3 2023 | 34 |
MASTRAPASQUA ASSET MANAGEMENT INC | 34 | 34 | 0.12% | 0.29% | 0.65% | Q2 2015 | Q3 2023 | 34 |
FOSTER DYKEMA CABOT & CO INC/MA | 21 | 2 | 0.02% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 33 |
AMERICAN NATIONAL BANK | 23 | 10 | 0.01% | 0.30% | 0.54% | Q2 2013 | Q3 2023 | 33 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 33 | 33 | 0.08% | 0.15% | 0.24% | Q3 2015 | Q3 2023 | 33 |
Kingfisher Capital LLC | 33 | 33 | 0.15% | 0.97% | 3.21% | Q3 2015 | Q3 2023 | 33 |
Stonehearth Capital Management, LLC | 32 | 1 | 0.96% | 6.55% | 9.33% | Q2 2015 | Q4 2023 | 33 |
Merriman Wealth Management, LLC | 19 | 3 | 0.08% | 1.11% | 7.46% | Q4 2013 | Q3 2023 | 33 |
Nuveen Asset Management, LLC | 21 | 12 | 0.00% | 0.04% | 0.32% | Q2 2013 | Q3 2023 | 33 |
KING LUTHER CAPITAL MANAGEMENT CORP | 32 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 33 |
Blue Edge Capital, LLC | 33 | 33 | 1.84% | 4.15% | 6.82% | Q3 2015 | Q3 2023 | 33 |
Freestone Capital Holdings, LLC | 33 | 33 | 0.09% | 1.18% | 3.76% | Q3 2015 | Q3 2023 | 33 |
Psagot Value Holdings Ltd. | 33 | 33 | 0.00% | 1.03% | 4.52% | Q2 2013 | Q2 2021 | 33 |
BADGLEY PHELPS & BELL INC | 33 | 33 | 1.06% | 1.82% | 2.69% | Q2 2013 | Q2 2021 | 33 |
Fragasso Group Inc. | 20 | 13 | 0.04% | 0.65% | 8.30% | Q4 2014 | Q4 2023 | 33 |
MML INVESTORS SERVICES, LLC | 26 | 7 | 0.46% | 1.43% | 5.24% | Q2 2015 | Q3 2023 | 33 |
Glenview Trust Co | 28 | 1 | 0.08% | 0.28% | 0.55% | Q4 2011 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.09% | 0.96% | Q4 2015 | Q4 2023 | 33 |
American Research & Management Co. | 28 | 5 | 0.00% | 0.11% | 0.16% | Q2 2013 | Q3 2022 | 33 |
KINGS POINT CAPITAL MANAGEMENT | 32 | 32 | 0.00% | 0.22% | 0.39% | Q2 2014 | Q1 2022 | 32 |
UMB Bank, n.a. | 32 | 32 | 0.06% | 0.25% | 0.52% | Q4 2015 | Q3 2023 | 32 |
Choate Investment Advisors | 17 | 1 | 0.00% | 1.97% | 7.55% | Q2 2013 | Q3 2023 | 32 |
Chesley Taft & Associates LLC | 29 | 3 | 0.02% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 32 |
MURPHY CAPITAL MANAGEMENT INC | 22 | 1 | 0.03% | 0.25% | 0.80% | Q2 2013 | Q2 2022 | 32 |
Diversified Trust Co | 29 | 3 | 0.04% | 1.88% | 3.93% | Q2 2013 | Q4 2023 | 32 |
Bristlecone Advisors, LLC | 32 | 32 | 0.55% | 1.21% | 2.13% | Q4 2015 | Q3 2023 | 32 |
Krilogy Financial LLC | 31 | 1 | 0.04% | 0.13% | 0.35% | Q3 2015 | Q3 2023 | 32 |
Berkeley Capital Partners, LLC | 32 | 32 | 0.28% | 2.94% | 7.10% | Q4 2015 | Q3 2023 | 32 |
StrategIQ Financial Group, LLC | 32 | 32 | 0.49% | 1.80% | 4.84% | Q4 2015 | Q3 2023 | 32 |
First PREMIER Bank | 32 | 32 | 0.40% | 0.60% | 0.84% | Q4 2015 | Q3 2023 | 32 |
Paradigm Financial Advisors, LLC | 32 | 32 | 0.18% | 1.26% | 2.92% | Q1 2014 | Q4 2021 | 32 |
Armbruster Capital Management, Inc. | 32 | 32 | 0.32% | 0.79% | 1.19% | Q4 2015 | Q3 2023 | 32 |
Advisors Capital Management, LLC | 16 | 1 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.03% | 0.09% | 0.17% | Q1 2016 | Q4 2023 | 32 |
BSW Wealth Partners | 32 | 32 | 0.14% | 0.82% | 3.01% | Q4 2015 | Q3 2023 | 32 |
MERIDIAN INVESTMENT COUNSEL INC. | 32 | 32 | 0.31% | 0.44% | 0.54% | Q4 2015 | Q3 2023 | 32 |
St. Louis Trust Co | 32 | 32 | 0.25% | 0.81% | 1.54% | Q4 2015 | Q3 2023 | 32 |
Ironwood Investment Counsel, LLC | 26 | 3 | 0.05% | 0.27% | 0.87% | Q2 2013 | Q3 2023 | 32 |
Bishop & Co Investment Management, LLC | 32 | 32 | 2.04% | 3.84% | 9.37% | Q4 2015 | Q3 2023 | 32 |
OLD SECOND NATIONAL BANK OF AURORA | 32 | 32 | 0.00% | 0.03% | 0.24% | Q4 2015 | Q3 2023 | 32 |
Ausdal Financial Partners, Inc. | 32 | 32 | 0.12% | 1.45% | 6.18% | Q4 2015 | Q3 2023 | 32 |
NORRIS PERNE & FRENCH LLP/MI | 32 | 32 | 0.05% | 0.52% | 0.88% | Q4 2015 | Q3 2023 | 32 |
NICOLET BANKSHARES INC | 32 | 32 | 0.14% | 1.03% | 2.95% | Q4 2015 | Q3 2023 | 32 |
D'Orazio & Associates, Inc. | 32 | 32 | 0.03% | 0.38% | 1.82% | Q4 2015 | Q3 2023 | 32 |
Colorado Capital Management, Inc. | 32 | 32 | 0.29% | 0.97% | 1.85% | Q4 2015 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.23% | 0.35% | 0.72% | Q4 2015 | Q3 2023 | 32 |
Crestone Asset Management LLC | 32 | 32 | 1.07% | 5.11% | 13.59% | Q4 2015 | Q3 2023 | 32 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 32 | 32 | 0.78% | 2.12% | 3.28% | Q4 2015 | Q3 2023 | 32 |
Northeast Financial Consultants Inc | 32 | 32 | 0.02% | 0.19% | 0.47% | Q4 2013 | Q3 2021 | 32 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 32 | 32 | 0.03% | 0.74% | 1.46% | Q2 2013 | Q1 2021 | 32 |
BRIGHTON JONES LLC | 26 | 6 | 0.04% | 0.11% | 0.21% | Q3 2015 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.26% | 1.21% | 2.30% | Q2 2013 | Q1 2021 | 32 |
REILLY FINANCIAL ADVISORS, LLC | 28 | 4 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2021 | 32 |
CPWM, LLC | 24 | 4 | 0.06% | 0.20% | 0.38% | Q2 2012 | Q3 2022 | 32 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 18 | 14 | 0.18% | 7.62% | 17.21% | Q4 2013 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.08% | 0.24% | 0.41% | Q4 2015 | Q3 2023 | 31 |
WMS Partners, LLC | 16 | 4 | 0.04% | 0.12% | 0.28% | Q2 2013 | Q3 2023 | 31 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 26 | 5 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 31 |
Allen Investment Management, LLC | 30 | 1 | 0.03% | 0.83% | 1.49% | Q3 2015 | Q3 2023 | 31 |
Ayalon Insurance Comp Ltd. | 21 | 2 | 0.01% | 0.60% | 3.16% | Q1 2015 | Q3 2023 | 31 |
M Holdings Securities, Inc. | 11 | 1 | 0.11% | 0.40% | 1.33% | Q4 2013 | Q1 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.04% | 0.26% | 1.36% | Q4 2015 | Q3 2023 | 31 |
Peak Financial Management, Inc. | 30 | 1 | 0.46% | 2.36% | 3.13% | Q4 2015 | Q3 2023 | 31 |
CWA Asset Management Group, LLC | 31 | 31 | 0.07% | 0.35% | 1.00% | Q1 2016 | Q3 2023 | 31 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 31 | 31 | 0.07% | 0.13% | 0.21% | Q1 2016 | Q3 2023 | 31 |
Balentine LLC | 30 | 1 | 0.00% | 0.23% | 0.54% | Q2 2015 | Q3 2023 | 31 |
Intersect Capital LLC | 31 | 31 | 0.91% | 1.26% | 1.95% | Q4 2014 | Q2 2022 | 31 |
First Financial Bank - Trust Division | 31 | 31 | 0.03% | 0.06% | 0.10% | Q4 2013 | Q2 2021 | 31 |
MYCIO WEALTH PARTNERS, LLC | 14 | 1 | 0.00% | 0.13% | 2.05% | Q2 2013 | Q1 2023 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.01% | 0.28% | 0.54% | Q2 2014 | Q4 2021 | 31 |
EVERMAY WEALTH MANAGEMENT LLC | 23 | 1 | 0.10% | 0.36% | 1.59% | Q4 2014 | Q3 2023 | 31 |
FIRST INTERSTATE BANK | 22 | 3 | 0.02% | 0.26% | 1.27% | Q3 2015 | Q3 2023 | 31 |
WEALTHSOURCE PARTNERS, LLC | 31 | 31 | 0.03% | 0.22% | 0.79% | Q1 2016 | Q3 2023 | 31 |
Oakworth Capital, Inc. | 11 | 1 | 0.00% | 1.12% | 3.85% | Q4 2013 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.88% | 1.82% | 2.78% | Q1 2016 | Q3 2023 | 31 |
Homrich & Berg | 17 | 1 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2021 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.26% | 0.80% | Q1 2016 | Q3 2023 | 31 |
Baker Avenue Asset Management, LP | 25 | 1 | 0.03% | 1.37% | 2.46% | Q3 2014 | Q3 2023 | 31 |
HT Partners LLC | 31 | 31 | 0.63% | 3.17% | 5.86% | Q1 2016 | Q3 2023 | 31 |
McNamara Financial Services, Inc. | 31 | 31 | 1.34% | 5.42% | 17.74% | Q1 2016 | Q3 2023 | 31 |
Kovitz Investment Group Partners, LLC | 31 | 31 | 0.01% | 0.07% | 0.14% | Q1 2016 | Q3 2023 | 31 |
Intercontinental Wealth Advisors, LLC | 31 | 31 | 0.21% | 0.89% | 2.15% | Q4 2015 | Q2 2023 | 31 |
Frontier Wealth Management LLC | 31 | 31 | 0.01% | 0.09% | 0.15% | Q4 2014 | Q2 2022 | 31 |
Argent Trust Co | 28 | 3 | 0.08% | 0.23% | 0.67% | Q4 2014 | Q3 2023 | 31 |
Bouchey Financial Group Ltd | 26 | 2 | 0.03% | 0.93% | 2.12% | Q4 2013 | Q3 2023 | 31 |
LGL PARTNERS, LLC | 31 | 31 | 0.16% | 1.57% | 3.04% | Q4 2015 | Q2 2023 | 31 |
Integrated Investment Consultants, LLC | 23 | 8 | 0.09% | 1.78% | 6.08% | Q4 2015 | Q3 2023 | 31 |
SIGNET FINANCIAL MANAGEMENT, LLC | 19 | 3 | 0.09% | 0.56% | 1.26% | Q4 2014 | Q3 2023 | 31 |
D. E. Shaw & Co., Inc. | 29 | 2 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2022 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.07% | 0.23% | Q1 2016 | Q3 2023 | 31 |
Harbour Capital Advisors, LLC | 21 | 3 | 0.12% | 0.37% | 0.59% | Q1 2016 | Q4 2023 | 30 |
Mirador Capital Partners LP | 30 | 30 | 0.05% | 1.59% | 5.71% | Q1 2016 | Q2 2023 | 30 |
NOMURA ASSET MANAGEMENT CO LTD | 16 | 3 | 0.00% | 0.04% | 0.36% | Q2 2013 | Q3 2023 | 30 |
Country Club Trust Company, n.a. | 14 | 1 | 0.09% | 0.80% | 2.17% | Q2 2013 | Q4 2021 | 30 |
Crestwood Advisors Group, LLC | 24 | 1 | 0.01% | 0.08% | 0.27% | Q2 2013 | Q3 2023 | 30 |
Hilltop Holdings Inc. | 19 | 5 | 0.03% | 0.34% | 1.60% | Q2 2013 | Q3 2023 | 30 |
Filament LLC | 30 | 30 | 0.50% | 8.97% | 10.58% | Q2 2013 | Q3 2020 | 30 |
Moors & Cabot, Inc. | 18 | 1 | 0.03% | 0.05% | 0.08% | Q2 2014 | Q3 2023 | 30 |
Cypress Capital Group | 29 | 1 | 0.03% | 0.14% | 0.63% | Q2 2013 | Q4 2021 | 30 |
FULTON BREAKEFIELD BROENNIMAN LLC | 18 | 1 | 0.02% | 0.48% | 1.31% | Q3 2015 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.10% | 0.28% | 1.27% | Q2 2013 | Q3 2020 | 30 |
AlphaMark Advisors, LLC | 29 | 1 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q1 2022 | 30 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 23 | 1 | 0.05% | 0.73% | 1.28% | Q2 2013 | Q4 2022 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 1.20% | 1.78% | 2.91% | Q2 2013 | Q3 2020 | 30 |
QUANTUM CAPITAL MANAGEMENT | 30 | 30 | 0.07% | 0.27% | 0.48% | Q2 2013 | Q3 2020 | 30 |
Corrigan Financial, Inc. | 27 | 3 | 0.07% | 0.25% | 0.47% | Q4 2015 | Q2 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.03% | 0.17% | 0.40% | Q1 2016 | Q3 2023 | 30 |
Hanlon Investment Management, Inc. | 16 | 2 | 0.00% | 0.58% | 2.05% | Q3 2014 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.02% | 0.07% | 0.16% | Q2 2016 | Q3 2023 | 30 |
Wealthcare Advisory Partners LLC | 30 | 30 | 0.29% | 0.80% | 1.65% | Q2 2016 | Q3 2023 | 30 |
GIRARD PARTNERS LTD. | 30 | 30 | 0.03% | 0.20% | 0.62% | Q4 2015 | Q1 2023 | 30 |
E&G Advisors, LP | 30 | 30 | 0.63% | 1.24% | 1.89% | Q2 2016 | Q3 2023 | 30 |
TELEMUS CAPITAL, LLC | 28 | 2 | 0.06% | 0.13% | 0.30% | Q3 2013 | Q3 2023 | 30 |
Nicholas Hoffman & Company, LLC. | 30 | 30 | 0.37% | 1.82% | 5.22% | Q2 2016 | Q3 2023 | 30 |
FFT WEALTH MANAGEMENT LLC | 19 | 3 | 0.03% | 6.64% | 11.44% | Q4 2015 | Q3 2023 | 30 |
LifePlan Financial Group, Inc | 30 | 30 | 0.34% | 1.23% | 2.36% | Q2 2013 | Q3 2020 | 30 |
Horan Securities, Inc. | 22 | 8 | 0.18% | 1.74% | 5.69% | Q1 2016 | Q3 2023 | 30 |
YALE UNIVERSITY | 9 | 1 | 1.06% | 37.35% | 96.28% | Q2 2013 | Q3 2023 | 30 |
TOTH FINANCIAL ADVISORY CORP | 24 | 6 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 30 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 30 | 30 | 0.25% | 0.34% | 0.46% | Q3 2013 | Q4 2020 | 30 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 29 | 1 | 0.09% | 1.06% | 2.28% | Q2 2013 | Q2 2022 | 30 |
Coe Capital Management, LLC | 26 | 1 | 0.22% | 1.29% | 2.80% | Q2 2013 | Q2 2021 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.11% | 0.73% | 1.36% | Q2 2013 | Q3 2020 | 30 |
JAG CAPITAL MANAGEMENT, LLC | 30 | 30 | 0.03% | 0.07% | 0.17% | Q2 2016 | Q3 2023 | 30 |
TWIN CAPITAL MANAGEMENT INC | 30 | 30 | 0.12% | 0.43% | 0.89% | Q2 2013 | Q3 2020 | 30 |
InterOcean Capital, LLC | 29 | 29 | 0.06% | 0.33% | 1.19% | Q2 2013 | Q2 2020 | 29 |
MACKENZIE FINANCIAL CORP | 14 | 1 | 0.00% | 0.10% | 0.99% | Q3 2013 | Q3 2023 | 29 |
Fisher Asset Management, LLC | 27 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 29 |
Legal & General Group Plc | 25 | 4 | 0.00% | 0.00% | 0.03% | Q3 2014 | Q4 2021 | 29 |
CITIZENS FINANCIAL GROUP INC/RI | 29 | 29 | 0.03% | 0.15% | 0.48% | Q3 2016 | Q3 2023 | 29 |
WINTRUST INVESTMENTS LLC | 18 | 11 | 0.31% | 4.61% | 15.37% | Q2 2016 | Q3 2023 | 29 |
MONETA GROUP INVESTMENT ADVISORS LLC | 24 | 1 | 0.01% | 0.19% | 0.44% | Q4 2013 | Q3 2023 | 29 |
EASTERN BANK | 29 | 29 | 0.04% | 0.44% | 1.12% | Q2 2013 | Q2 2020 | 29 |
Kovack Advisors, Inc. | 27 | 1 | 0.07% | 0.13% | 0.30% | Q4 2014 | Q3 2023 | 29 |
Maple Capital Management, Inc. | 14 | 3 | 0.03% | 0.08% | 0.15% | Q2 2013 | Q4 2020 | 29 |
Symmetry Partners, LLC | 29 | 29 | 0.94% | 1.79% | 2.60% | Q4 2016 | Q4 2023 | 29 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.02% | 0.05% | 0.88% | Q4 2015 | Q3 2023 | 29 |
V Wealth Advisors LLC | 18 | 11 | 0.10% | 0.31% | 0.54% | Q1 2016 | Q2 2023 | 29 |
Migdal Insurance & Financial Holdings Ltd. | 21 | 8 | 0.00% | 1.00% | 7.55% | Q4 2015 | Q3 2023 | 29 |
WealthPLAN Partners, LLC | 21 | 1 | 0.01% | 0.16% | 1.15% | Q1 2015 | Q2 2023 | 29 |
First Heartland Consultants, Inc. | 19 | 1 | 0.07% | 0.27% | 0.43% | Q2 2013 | Q3 2023 | 29 |
Mechanics Bank Trust Department | 29 | 29 | 0.15% | 0.43% | 0.74% | Q3 2016 | Q3 2023 | 29 |
Strid Group, LLC | 26 | 1 | 0.10% | 5.79% | 7.38% | Q4 2015 | Q3 2023 | 29 |
Arete Wealth Advisors, LLC | 29 | 29 | 0.07% | 0.61% | 1.15% | Q3 2016 | Q3 2023 | 29 |
Endurance Wealth Management, Inc. | 17 | 12 | 0.00% | 0.06% | 0.17% | Q2 2015 | Q2 2023 | 29 |
Plancorp, LLC | 26 | 3 | 0.04% | 0.17% | 0.47% | Q1 2014 | Q3 2023 | 29 |
Coyle Financial Counsel LLC | 24 | 5 | 0.37% | 0.96% | 2.45% | Q4 2013 | Q3 2023 | 29 |
Formidable Asset Management, LLC | 12 | 1 | 0.04% | 0.08% | 0.41% | Q3 2013 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 29 |
New England Private Wealth Advisors LLC | 24 | 1 | 0.06% | 0.26% | 0.37% | Q4 2013 | Q3 2023 | 29 |
PATHSTONE FAMILY OFFICE, LLC | 23 | 2 | 0.00% | 0.23% | 0.54% | Q2 2013 | Q3 2023 | 29 |
Lenox Wealth Advisors, LLC | 19 | 1 | 0.00% | 0.18% | 0.69% | Q2 2013 | Q1 2022 | 29 |
Alley Co LLC | 18 | 11 | 0.16% | 0.62% | 0.81% | Q2 2013 | Q4 2021 | 29 |
Catalyst Capital Advisors LLC | 29 | 29 | 0.92% | 2.48% | 6.50% | Q3 2016 | Q3 2023 | 29 |
Callan Capital, LLC | 15 | 14 | 0.10% | 2.52% | 5.41% | Q2 2013 | Q3 2023 | 29 |
Blankinship & Foster, LLC | 28 | 28 | 3.99% | 6.47% | 8.83% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.04% | 0.11% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Alpha Omega Wealth Management LLC | 28 | 28 | 0.09% | 0.21% | 0.38% | Q4 2016 | Q3 2023 | 28 |
Norway Savings Bank | 28 | 28 | 1.29% | 2.01% | 2.51% | Q4 2016 | Q3 2023 | 28 |
VESTOR CAPITAL, LLC | 15 | 13 | 0.01% | 1.24% | 3.16% | Q3 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.10% | 0.54% | 1.18% | Q4 2016 | Q3 2023 | 28 |
SigFig Wealth Management, LLC | 28 | 28 | 0.51% | 2.15% | 8.24% | Q4 2016 | Q3 2023 | 28 |
GenTrust, LLC | 28 | 28 | 2.69% | 6.64% | 9.43% | Q4 2016 | Q3 2023 | 28 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.13% | 0.41% | 0.87% | Q3 2016 | Q3 2023 | 28 |
NewEdge Advisors, LLC | 28 | 28 | 0.18% | 0.29% | 0.41% | Q4 2016 | Q3 2023 | 28 |
Asset Management One Co., Ltd. | 28 | 28 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 28 |
APPLETON PARTNERS INC/MA | 28 | 28 | 0.08% | 0.11% | 0.20% | Q1 2017 | Q4 2023 | 28 |
Banco Santander, S.A. | 28 | 28 | 0.01% | 0.16% | 0.33% | Q4 2016 | Q3 2023 | 28 |
Greytown Advisors Inc. | 28 | 28 | 1.96% | 3.67% | 4.59% | Q4 2016 | Q3 2023 | 28 |
Perennial Advisors, LLC | 28 | 28 | 0.17% | 0.32% | 0.53% | Q4 2016 | Q3 2023 | 28 |
Koshinski Asset Management, Inc. | 27 | 1 | 0.10% | 0.23% | 0.41% | Q3 2016 | Q3 2023 | 28 |
Stratford Consulting, LLC | 28 | 28 | 4.04% | 5.64% | 9.63% | Q2 2013 | Q1 2020 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.10% | 0.28% | 0.46% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.02% | 0.08% | 0.28% | Q4 2016 | Q3 2023 | 28 |
Bison Wealth, LLC | 28 | 28 | 0.14% | 0.22% | 0.30% | Q4 2014 | Q3 2021 | 28 |
Pictet North America Advisors SA | 22 | 1 | 0.16% | 0.37% | 0.74% | Q2 2014 | Q3 2022 | 28 |
Milliman Financial Risk Management LLC | 28 | 28 | 1.55% | 2.66% | 3.74% | Q4 2015 | Q3 2022 | 28 |
Riverpoint Wealth Management Holdings, LLC | 28 | 28 | 0.55% | 0.92% | 1.43% | Q4 2016 | Q3 2023 | 28 |
JANICZEK WEALTH MANAGEMENT, LLC | 28 | 28 | 0.19% | 4.03% | 8.72% | Q4 2016 | Q3 2023 | 28 |
MILES CAPITAL, INC. | 28 | 28 | 0.18% | 0.35% | 0.75% | Q2 2013 | Q1 2020 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.03% | 0.30% | 1.52% | Q1 2016 | Q4 2022 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.13% | 0.83% | 1.73% | Q4 2016 | Q3 2023 | 28 |
Relative Value Partners Group, LLC | 28 | 28 | 0.04% | 0.19% | 0.63% | Q4 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.08% | 0.22% | 0.45% | Q4 2016 | Q3 2023 | 28 |
Stockman Wealth Management, Inc. | 28 | 28 | 0.07% | 0.64% | 1.99% | Q4 2016 | Q3 2023 | 28 |
BlueSky Wealth Advisors, LLC | 28 | 28 | 0.82% | 1.06% | 1.40% | Q4 2016 | Q3 2023 | 28 |
Bogart Wealth, LLC | 28 | 28 | 0.00% | 1.32% | 9.43% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.20% | 0.57% | 1.89% | Q4 2016 | Q3 2023 | 28 |
KLINGENSTEIN FIELDS & CO LP | 26 | 1 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q3 2023 | 28 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 23 | 5 | 0.03% | 0.38% | 0.86% | Q2 2013 | Q3 2023 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 0.15% | 0.19% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.15% | 0.32% | 0.57% | Q4 2016 | Q3 2023 | 28 |
Timber Creek Capital Management LLC | 28 | 28 | 0.33% | 1.53% | 3.76% | Q2 2013 | Q1 2020 | 28 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.93% | 2.21% | Q4 2017 | Q4 2022 | 28 |
Bridgeworth, LLC | 28 | 28 | 0.08% | 0.37% | 1.16% | Q4 2016 | Q3 2023 | 28 |
Capital Investment Advisory Services, LLC | 28 | 28 | 0.04% | 0.16% | 0.47% | Q4 2016 | Q3 2023 | 28 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2023 | 28 |
CAPITAL ADVISORS INC/OK | 28 | 28 | 0.08% | 0.36% | 1.02% | Q4 2016 | Q3 2023 | 28 |
NORTHWEST WEALTH MANAGEMENT, LLC | 28 | 28 | 0.67% | 1.89% | 5.16% | Q4 2016 | Q3 2023 | 28 |
Highland Private Wealth Management | 28 | 28 | 0.41% | 2.59% | 5.21% | Q4 2015 | Q3 2022 | 28 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 28 | 28 | 1.48% | 2.01% | 2.35% | Q4 2016 | Q3 2023 | 28 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 28 | 28 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
WESTWOOD HOLDINGS GROUP INC | 20 | 8 | 0.00% | 0.06% | 0.26% | Q1 2016 | Q3 2023 | 28 |
Jolley Asset Management, LLC | 28 | 28 | 0.19% | 0.39% | 0.63% | Q2 2013 | Q1 2020 | 28 |
Probity Advisors, Inc. | 18 | 2 | 0.11% | 0.35% | 0.81% | Q2 2016 | Q3 2023 | 28 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 15 | 13 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 28 |
Omnia Family Wealth, LLC | 28 | 28 | 0.55% | 4.26% | 7.35% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.03% | 0.14% | 0.38% | Q4 2016 | Q3 2023 | 28 |
Millburn Ridgefield Corp | 28 | 28 | 2.16% | 3.36% | 7.54% | Q4 2016 | Q3 2023 | 28 |
Northwest Quadrant Wealth Management, LLC | 28 | 28 | 2.78% | 3.89% | 4.64% | Q4 2016 | Q3 2023 | 28 |
Gilbert & Cook, Inc. | 28 | 28 | 0.10% | 1.32% | 4.41% | Q4 2016 | Q3 2023 | 28 |
O'Dell Group, LLC | 28 | 28 | 4.72% | 9.23% | 12.94% | Q4 2016 | Q3 2023 | 28 |
REDW Wealth LLC | 28 | 28 | 1.75% | 2.58% | 3.73% | Q4 2016 | Q3 2023 | 28 |
BANK OF NOVA SCOTIA | 17 | 1 | 0.00% | 0.13% | 1.18% | Q1 2013 | Q3 2022 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.13% | 0.52% | 1.13% | Q4 2016 | Q3 2023 | 28 |
QS Investors, LLC | 27 | 1 | 0.00% | 0.15% | 0.26% | Q2 2013 | Q2 2021 | 28 |
Abbrea Capital, LLC | 28 | 28 | 0.71% | 1.39% | 2.00% | Q4 2016 | Q3 2023 | 28 |
BRINKER CAPITAL INC | 20 | 8 | 0.06% | 0.72% | 2.19% | Q2 2013 | Q2 2020 | 28 |
Fusion Family Wealth LLC | 28 | 28 | 4.05% | 7.20% | 14.98% | Q4 2016 | Q3 2023 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.05% | 0.47% | 1.13% | Q4 2016 | Q3 2023 | 28 |
Financial Enhancement Group LLC | 27 | 27 | 0.00% | 0.87% | 5.56% | Q1 2017 | Q3 2023 | 27 |
Legacy Advisors, LLC | 27 | 27 | 0.01% | 0.17% | 0.41% | Q4 2016 | Q2 2023 | 27 |
Moisand Fitzgerald Tamayo, LLC | 25 | 2 | 0.01% | 0.06% | 0.23% | Q4 2015 | Q3 2023 | 27 |
Whitnell & Co. | 27 | 27 | 0.04% | 0.55% | 1.12% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.41% | 0.60% | 0.89% | Q2 2013 | Q4 2019 | 27 |
SAWGRASS ASSET MANAGEMENT LLC | 20 | 7 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q3 2023 | 27 |
CIBC BANK USA | 27 | 27 | 0.51% | 1.69% | 3.48% | Q2 2013 | Q4 2019 | 27 |
F&V Capital Management, LLC | 27 | 27 | 0.19% | 0.26% | 0.35% | Q1 2017 | Q3 2023 | 27 |
PERRITT CAPITAL MANAGEMENT INC | 27 | 27 | 1.08% | 2.70% | 4.05% | Q1 2017 | Q3 2023 | 27 |
Paracle Advisors, LLC | 27 | 27 | 0.20% | 4.08% | 6.11% | Q3 2014 | Q1 2021 | 27 |
INDEPENDENT INVESTORS INC | 25 | 2 | 0.05% | 0.40% | 0.85% | Q2 2013 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.20% | 0.55% | 1.11% | Q4 2016 | Q3 2023 | 27 |
Baldwin Investment Management, LLC | 14 | 3 | 0.03% | 0.13% | 0.27% | Q2 2013 | Q3 2023 | 27 |
FOUNDERS FINANCIAL SECURITIES LLC | 21 | 1 | 0.06% | 2.29% | 4.41% | Q4 2013 | Q3 2023 | 27 |
LVM CAPITAL MANAGEMENT LTD/MI | 27 | 27 | 0.06% | 1.36% | 3.31% | Q1 2017 | Q3 2023 | 27 |
FCA CORP /TX | 13 | 3 | 0.09% | 0.42% | 0.80% | Q3 2015 | Q3 2023 | 27 |
Kohmann Bosshard Financial Services, LLC | 25 | 2 | 0.10% | 0.57% | 1.86% | Q4 2016 | Q3 2023 | 27 |
SIMON QUICK ADVISORS, LLC | 27 | 27 | 0.00% | 0.30% | 0.85% | Q1 2017 | Q3 2023 | 27 |
Sheaff Brock Investment Advisors, LLC | 18 | 1 | 0.02% | 0.05% | 0.12% | Q4 2015 | Q2 2023 | 27 |
Avantax Planning Partners, Inc. | 21 | 6 | 0.01% | 0.23% | 0.78% | Q4 2016 | Q3 2023 | 27 |
AMG National Trust Bank | 27 | 27 | 0.02% | 0.05% | 0.10% | Q1 2017 | Q3 2023 | 27 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 3 | 0.00% | 0.05% | 0.27% | Q3 2013 | Q3 2023 | 27 |
Pineno Levin & Ford Asset Management, Inc. | 27 | 27 | 0.08% | 0.15% | 0.30% | Q2 2013 | Q4 2019 | 27 |
Concorde Asset Management, LLC | 13 | 1 | 0.13% | 0.44% | 0.84% | Q4 2014 | Q1 2023 | 27 |
Moloney Securities Asset Management, LLC | 27 | 27 | 0.04% | 0.12% | 0.31% | Q1 2017 | Q3 2023 | 27 |
RITHOLTZ WEALTH MANAGEMENT | 26 | 1 | 0.08% | 0.18% | 0.42% | Q4 2016 | Q3 2023 | 27 |
First Command Bank | 27 | 27 | 0.02% | 0.69% | 1.77% | Q4 2016 | Q2 2023 | 27 |
Ironwood Financial, llc | 23 | 4 | 0.00% | 0.20% | 1.03% | Q4 2014 | Q3 2021 | 27 |
Keeley-Teton Advisors, LLC | 27 | 27 | 0.06% | 0.20% | 0.32% | Q1 2017 | Q3 2023 | 27 |
MCMILLION CAPITAL MANAGEMENT INC | 17 | 10 | 0.01% | 1.44% | 3.87% | Q2 2013 | Q2 2023 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.02% | 0.57% | 1.81% | Q4 2016 | Q2 2023 | 27 |
Continuum Advisory, LLC | 27 | 27 | 0.30% | 1.14% | 2.84% | Q1 2017 | Q3 2023 | 27 |
BOYS ARNOLD & CO INC | 21 | 6 | 0.06% | 0.87% | 18.93% | Q2 2013 | Q1 2020 | 27 |
Conservest Capital Advisors, Inc. | 27 | 27 | 0.04% | 0.15% | 0.23% | Q1 2017 | Q3 2023 | 27 |
Heritage Trust Co | 27 | 27 | 1.22% | 3.71% | 8.41% | Q1 2017 | Q3 2023 | 27 |
Poplar Forest Capital LLC | 23 | 4 | 0.02% | 0.03% | 0.05% | Q2 2014 | Q3 2023 | 27 |
Parkside Investments, LLC | 27 | 27 | 0.16% | 1.67% | 8.46% | Q1 2017 | Q3 2023 | 27 |
Wela Strategies, Inc. | 26 | 1 | 0.69% | 3.26% | 5.52% | Q1 2017 | Q4 2023 | 27 |
GRANDFIELD & DODD, LLC | 9 | 3 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 27 |
Asset Planning Services, Ltd. | 27 | 27 | 0.23% | 0.32% | 0.48% | Q2 2015 | Q4 2021 | 27 |
Motley Fool Wealth Management, LLC | 27 | 27 | 0.02% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 27 |
Stelac Advisory Services LLC | 18 | 1 | 0.12% | 1.86% | 8.74% | Q4 2012 | Q4 2020 | 27 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.09% | 0.22% | 0.37% | Q1 2017 | Q3 2023 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.49% | 0.87% | 1.34% | Q4 2016 | Q1 2023 | 26 |
Hirtle Callaghan & Co LLC | 23 | 1 | 0.06% | 2.03% | 4.24% | Q3 2013 | Q3 2023 | 26 |
Johnson Financial Group, LLC | 20 | 6 | 1.41% | 4.53% | 8.97% | Q4 2016 | Q3 2023 | 26 |
Spot Trading L.L.C | 5 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q2 2016 | 26 |
FAS Wealth Partners, Inc. | 16 | 1 | 0.03% | 0.05% | 0.08% | Q3 2016 | Q3 2023 | 26 |
Clark Capital Management Group, Inc. | 24 | 1 | 0.02% | 0.37% | 2.44% | Q2 2013 | Q4 2021 | 26 |
Aveo Capital Partners, LLC | 14 | 1 | 0.31% | 0.55% | 0.81% | Q4 2016 | Q3 2023 | 26 |
MADISON INVESTMENT HOLDINGS INC | 26 | 26 | 0.02% | 0.19% | 0.90% | Q2 2013 | Q3 2019 | 26 |
PEOPLES BANK /OH | 26 | 26 | 0.22% | 0.41% | 0.63% | Q1 2017 | Q2 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.16% | 0.37% | 0.60% | Q2 2013 | Q3 2019 | 26 |
VPR Management LLC | 26 | 26 | 14.99% | 26.09% | 36.95% | Q2 2017 | Q3 2023 | 26 |
Jordan Park Group LLC | 24 | 24 | 0.01% | 9.95% | 34.47% | Q4 2017 | Q3 2023 | 26 |
CARRET ASSET MANAGEMENT, LLC | 26 | 26 | 0.04% | 0.21% | 0.32% | Q2 2017 | Q3 2023 | 26 |
SHINE INVESTMENT ADVISORY SERVICES INC | 26 | 26 | 0.38% | 2.74% | 9.84% | Q2 2014 | Q3 2020 | 26 |
NatWest Group plc | 15 | 5 | 0.00% | 1.08% | 3.94% | Q2 2013 | Q3 2021 | 26 |
Rinet Co LLC | 26 | 26 | 1.82% | 3.65% | 10.32% | Q2 2015 | Q3 2021 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.01% | 0.09% | 0.33% | Q2 2017 | Q3 2023 | 26 |
ZEKE CAPITAL ADVISORS, LLC | 14 | 1 | 0.02% | 0.04% | 0.14% | Q1 2016 | Q4 2022 | 26 |
MARSHALL & SULLIVAN INC /WA/ | 21 | 5 | 3.60% | 5.36% | 15.80% | Q1 2017 | Q3 2023 | 26 |
Financial Architects, Inc | 18 | 3 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q2 2020 | 26 |
Smart Portfolios, LLC | 19 | 3 | 1.22% | 3.73% | 8.24% | Q3 2016 | Q3 2023 | 26 |
Ally Financial Inc. | 26 | 26 | 0.66% | 2.70% | 4.08% | Q2 2017 | Q3 2023 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.04% | 0.37% | 1.08% | Q2 2013 | Q3 2019 | 26 |
Stellar Capital Management, LLC | 15 | 11 | 1.58% | 3.16% | 3.67% | Q4 2013 | Q2 2020 | 26 |
Fortis Advisors, LLC | 26 | 26 | 0.20% | 0.34% | 0.61% | Q2 2017 | Q3 2023 | 26 |
Patten Group, Inc. | 16 | 1 | 0.03% | 0.23% | 0.62% | Q4 2014 | Q4 2021 | 26 |
First American Bank | 9 | 4 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q4 2021 | 26 |
Elgethun Capital Management | 20 | 6 | 0.11% | 1.00% | 2.04% | Q4 2016 | Q3 2023 | 26 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.06% | 0.13% | 0.18% | Q2 2017 | Q3 2023 | 26 |
AXA S.A. | 26 | 26 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2019 | 26 |
Grove Bank & Trust | 26 | 26 | 0.00% | 0.37% | 0.75% | Q2 2017 | Q3 2023 | 26 |
Meridian Wealth Management, LLC | 19 | 7 | 0.10% | 0.21% | 0.38% | Q1 2017 | Q3 2023 | 26 |
Columbia Asset Management | 15 | 1 | 0.11% | 0.16% | 0.36% | Q4 2013 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.02% | 0.13% | 0.36% | Q2 2013 | Q3 2019 | 26 |
Institute for Wealth Management, LLC. | 19 | 1 | 0.00% | 0.35% | 0.67% | Q2 2013 | Q3 2023 | 26 |
Beaumont Financial Partners, LLC | 23 | 3 | 0.02% | 0.63% | 2.44% | Q2 2013 | Q3 2022 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.28% | 2.17% | 4.70% | Q4 2016 | Q3 2023 | 26 |
Hefren-Tillotson, Inc. | 14 | 12 | 0.00% | 1.61% | 4.75% | Q3 2015 | Q1 2022 | 26 |
PRUDENTIAL FINANCIAL INC | 20 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 26 |
ANCHOR CAPITAL ADVISORS LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 26 |
WP Advisors, LLC | 13 | 13 | 0.24% | 2.11% | 4.43% | Q4 2016 | Q3 2023 | 26 |
VAN ECK ASSOCIATES CORP | 23 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 26 |
DIMENSION CAPITAL MANAGEMENT LLC | 26 | 26 | 0.14% | 0.30% | 0.61% | Q2 2017 | Q3 2023 | 26 |
Hikari Power Ltd | 14 | 11 | 0.06% | 0.26% | 0.60% | Q2 2017 | Q3 2023 | 25 |
RETIREMENT CAPITAL STRATEGIES | 25 | 25 | 0.21% | 2.51% | 4.63% | Q4 2013 | Q4 2019 | 25 |
OXFORD FINANCIAL GROUP, LTD. LLC | 25 | 25 | 0.10% | 0.86% | 9.40% | Q3 2017 | Q3 2023 | 25 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 21 | 1 | 1.74% | 2.28% | 2.94% | Q2 2013 | Q4 2019 | 25 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 1 | 0.04% | 0.15% | 0.29% | Q4 2014 | Q3 2022 | 25 |
Callahan Advisors, LLC | 15 | 10 | 0.04% | 0.08% | 0.17% | Q2 2013 | Q1 2022 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.01% | 0.78% | 2.02% | Q4 2016 | Q3 2023 | 25 |
Winslow, Evans & Crocker, Inc. | 19 | 6 | 0.00% | 0.09% | 0.23% | Q4 2013 | Q4 2020 | 25 |
JOYN Advisors, Inc. | 23 | 2 | 0.38% | 1.22% | 8.81% | Q2 2013 | Q1 2020 | 25 |
AlphaStar Capital Management, LLC | 24 | 1 | 0.21% | 0.52% | 3.05% | Q2 2017 | Q3 2023 | 25 |
Sowell Financial Services LLC | 10 | 2 | 0.07% | 0.55% | 1.78% | Q4 2016 | Q3 2023 | 25 |
RFG Advisory, LLC | 13 | 1 | 0.05% | 0.18% | 0.55% | Q2 2015 | Q3 2023 | 25 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 25 | 25 | 0.25% | 0.34% | 0.44% | Q3 2017 | Q3 2023 | 25 |
COBIZ WEALTH, LLC | 25 | 25 | 0.06% | 0.18% | 0.49% | Q2 2013 | Q2 2019 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 1.12% | 1.43% | 2.59% | Q4 2015 | Q4 2021 | 25 |
Horizon Investments, LLC | 23 | 1 | 0.00% | 0.92% | 11.39% | Q2 2013 | Q3 2023 | 25 |
Cerity Partners LLC | 25 | 25 | 0.19% | 0.40% | 0.98% | Q3 2017 | Q3 2023 | 25 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.11% | 0.59% | Q4 2014 | Q3 2023 | 25 |
Barber Financial Group, Inc. | 23 | 2 | 0.04% | 0.39% | 1.72% | Q4 2016 | Q1 2023 | 25 |
Vivaldi Capital Management LP | 24 | 1 | 0.00% | 1.03% | 3.29% | Q1 2017 | Q3 2023 | 25 |
Cornerstone Advisory, LLC | 22 | 3 | 0.05% | 0.40% | 1.37% | Q2 2017 | Q3 2023 | 25 |
Cedar Wealth Management, LLC | 23 | 2 | 0.03% | 0.15% | 0.58% | Q4 2015 | Q3 2023 | 25 |
L. Roy Papp & Associates, LLP | 10 | 1 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q1 2020 | 25 |
Financial Management Professionals, Inc. | 12 | 1 | 0.00% | 2.11% | 4.48% | Q2 2013 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.51% | 1.18% | 1.62% | Q2 2017 | Q2 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 1.78% | 3.83% | 6.44% | Q2 2017 | Q2 2023 | 25 |
Accredited Investors Inc. | 13 | 1 | 0.02% | 0.57% | 1.77% | Q2 2013 | Q3 2023 | 25 |
ACG Wealth | 20 | 1 | 0.04% | 0.09% | 0.13% | Q3 2014 | Q3 2022 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 1.30% | 3.90% | 6.54% | Q3 2017 | Q3 2023 | 25 |
Affiance Financial, LLC | 19 | 6 | 0.18% | 0.44% | 0.86% | Q3 2016 | Q4 2022 | 25 |
Laird Norton Wetherby Wealth Management, LLC | 25 | 25 | 0.04% | 0.43% | 0.98% | Q3 2017 | Q3 2023 | 25 |
S&T BANK/PA | 13 | 12 | 0.03% | 0.19% | 0.34% | Q2 2017 | Q3 2023 | 25 |
Clearwater Capital Advisors, LLC | 25 | 25 | 0.04% | 0.05% | 0.09% | Q3 2017 | Q3 2023 | 25 |
Windsor Wealth Management, Inc. | 24 | 24 | 0.10% | 0.26% | 0.58% | Q4 2017 | Q3 2023 | 24 |
MEITAV INVESTMENT HOUSE LTD | 24 | 24 | 0.02% | 0.95% | 3.74% | Q4 2017 | Q3 2023 | 24 |
Brightworth | 24 | 24 | 0.04% | 0.18% | 0.84% | Q4 2016 | Q3 2022 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.02% | 0.35% | 1.58% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.10% | 0.25% | 0.57% | Q4 2017 | Q3 2023 | 24 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 24 | 24 | 0.00% | 0.35% | 1.41% | Q4 2017 | Q3 2023 | 24 |
Diversified Portfolios, Inc. | 16 | 8 | 0.10% | 0.18% | 0.30% | Q4 2014 | Q3 2023 | 24 |
Forefront Analytics, LLC | 24 | 24 | 1.56% | 3.70% | 9.06% | Q4 2017 | Q3 2023 | 24 |
Radnor Capital Management, LLC | 18 | 1 | 0.11% | 0.18% | 0.25% | Q4 2016 | Q3 2023 | 24 |
WealthTrust Fairport, LLC | 24 | 24 | 0.07% | 1.67% | 5.17% | Q2 2013 | Q1 2019 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.33% | 0.60% | 0.92% | Q2 2013 | Q1 2019 | 24 |
Palisade Asset Management, LLC | 24 | 24 | 0.09% | 0.16% | 0.23% | Q4 2017 | Q3 2023 | 24 |
CAPITAL FUND MANAGEMENT S.A. | 6 | 1 | 0.00% | 0.03% | 0.07% | Q3 2014 | Q1 2023 | 24 |
Sabal Trust CO | 23 | 1 | 0.03% | 0.18% | 0.39% | Q2 2013 | Q3 2023 | 24 |
Ullmann Wealth Partners Group, LLC | 24 | 24 | 0.06% | 1.23% | 3.45% | Q4 2016 | Q3 2022 | 24 |
NorthRock Partners, LLC | 17 | 3 | 0.02% | 0.07% | 0.14% | Q4 2015 | Q3 2023 | 24 |
Financial Advisors Network, Inc. | 17 | 1 | 0.64% | 2.75% | 5.24% | Q4 2016 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.05% | 0.19% | 0.56% | Q4 2017 | Q3 2023 | 24 |
Acorns Advisers, LLC | 18 | 2 | 0.00% | 4.37% | 19.86% | Q4 2016 | Q1 2023 | 24 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.08% | 1.00% | Q2 2013 | Q4 2021 | 24 |
BHK Investment Advisors, LLC | 24 | 24 | 1.79% | 3.69% | 6.72% | Q4 2017 | Q3 2023 | 24 |
Brickley Wealth Management | 24 | 24 | 0.60% | 1.67% | 3.56% | Q4 2017 | Q3 2023 | 24 |
Broadleaf Partners, LLC | 24 | 24 | 0.63% | 1.11% | 1.60% | Q4 2017 | Q3 2023 | 24 |
Belpointe Asset Management LLC | 18 | 6 | 0.03% | 0.21% | 1.20% | Q3 2017 | Q3 2023 | 24 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.00% | 3.38% | 19.73% | Q3 2013 | Q3 2023 | 24 |
Cypress Wealth Services, LLC | 24 | 24 | 0.32% | 0.66% | 1.54% | Q4 2017 | Q3 2023 | 24 |
Trilogy Capital Inc. | 24 | 24 | 0.18% | 1.14% | 4.80% | Q4 2017 | Q3 2023 | 24 |
Abacus Planning Group, Inc. | 24 | 24 | 0.12% | 1.14% | 2.14% | Q4 2017 | Q3 2023 | 24 |
Trellis Advisors, LLC | 24 | 24 | 2.05% | 2.50% | 3.05% | Q4 2017 | Q3 2023 | 24 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 24 | 24 | 0.28% | 0.48% | 0.80% | Q4 2017 | Q3 2023 | 24 |
WoodTrust Financial Corp | 24 | 24 | 2.00% | 2.60% | 2.96% | Q4 2017 | Q3 2023 | 24 |
Manning & Napier Group, LLC | 24 | 24 | 0.05% | 0.13% | 0.23% | Q4 2017 | Q3 2023 | 24 |
One Wealth Advisors, LLC | 24 | 24 | 0.25% | 3.52% | 6.72% | Q4 2017 | Q3 2023 | 24 |
PrairieView Partners, LLC | 24 | 24 | 1.77% | 2.80% | 3.90% | Q4 2017 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.55% | 1.55% | 3.86% | Q4 2017 | Q3 2023 | 24 |
Taylor Hoffman Wealth Management | 24 | 24 | 0.11% | 0.20% | 0.34% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.04% | 0.16% | 0.29% | Q4 2017 | Q3 2023 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.04% | 0.15% | 0.49% | Q4 2017 | Q3 2023 | 24 |
BRIDGES INVESTMENT MANAGEMENT INC | 24 | 24 | 0.15% | 1.60% | 3.51% | Q4 2017 | Q3 2023 | 24 |
Stordahl Capital Management, Inc. | 24 | 24 | 0.21% | 1.90% | 4.47% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.18% | 0.24% | 0.29% | Q4 2017 | Q3 2023 | 24 |
WRAPMANAGER INC | 17 | 7 | 0.16% | 1.40% | 2.46% | Q3 2012 | Q4 2019 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.08% | 0.26% | 0.52% | Q4 2017 | Q3 2023 | 24 |
Holistic Financial Partners | 24 | 24 | 1.09% | 5.33% | 15.77% | Q4 2017 | Q3 2023 | 24 |
Bigelow Investment Advisors, LLC | 24 | 24 | 0.14% | 0.35% | 1.04% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.27% | 0.61% | 1.06% | Q4 2017 | Q3 2023 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 0.09% | 0.21% | 0.41% | Q4 2017 | Q3 2023 | 24 |
TIEDEMANN ADVISORS, LLC | 24 | 24 | 0.07% | 0.30% | 0.98% | Q4 2017 | Q3 2023 | 24 |
MainStreet Investment Advisors LLC | 24 | 24 | 1.36% | 2.54% | 4.93% | Q4 2017 | Q3 2023 | 24 |
Crewe Advisors LLC | 24 | 24 | 0.29% | 0.68% | 1.33% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.11% | 0.43% | 1.15% | Q4 2017 | Q3 2023 | 24 |
Waldron Private Wealth LLC | 24 | 24 | 0.06% | 0.73% | 1.58% | Q4 2017 | Q3 2023 | 24 |
Carmichael Hill & Associates, Inc. | 24 | 24 | 0.30% | 0.39% | 0.48% | Q4 2017 | Q3 2023 | 24 |
Parkwood LLC | 12 | 3 | 0.22% | 6.95% | 17.94% | Q4 2013 | Q3 2023 | 24 |
Ballast, Inc. | 24 | 24 | 0.59% | 3.08% | 4.78% | Q4 2017 | Q3 2023 | 24 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q3 2023 | 24 |
Murphy, Middleton, Hinkle & Parker, Inc. | 24 | 24 | 1.20% | 1.59% | 1.91% | Q4 2017 | Q3 2023 | 24 |
FINANCIAL LIFE ADVISORS | 24 | 24 | 0.49% | 0.85% | 1.43% | Q4 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.69% | 0.93% | 1.26% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Larson Financial Group LLC | 24 | 24 | 0.12% | 0.95% | 6.04% | Q4 2017 | Q3 2023 | 24 |
Biltmore Family Office, LLC | 24 | 24 | 0.05% | 0.12% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Ellenbecker Investment Group | 24 | 24 | 0.43% | 0.97% | 1.88% | Q4 2017 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.03% | 0.11% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Rossmore Private Capital | 24 | 24 | 0.15% | 0.48% | 1.13% | Q4 2017 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.05% | 0.21% | 0.48% | Q4 2017 | Q3 2023 | 24 |
AT Bancorp | 24 | 24 | 0.09% | 1.47% | 3.27% | Q2 2013 | Q1 2019 | 24 |
Wells Trecaso Financial Group, LLC | 24 | 24 | 0.35% | 0.64% | 0.90% | Q4 2017 | Q3 2023 | 24 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 0.71% | 1.04% | 2.13% | Q4 2017 | Q3 2023 | 24 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 24 | 24 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 24 |
ADELL HARRIMAN & CARPENTER INC | 24 | 24 | 0.02% | 0.14% | 0.31% | Q3 2016 | Q2 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.54% | 0.69% | 0.89% | Q4 2017 | Q3 2023 | 24 |
CHARTIST INC /CA/ | 15 | 1 | 0.11% | 0.21% | 0.73% | Q2 2016 | Q1 2023 | 24 |
STOCK YARDS BANK & TRUST CO | 14 | 1 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 24 |
HARBOR ADVISORY CORP /MA/ | 24 | 24 | 2.80% | 5.35% | 8.08% | Q4 2017 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.11% | 0.21% | 0.39% | Q4 2017 | Q3 2023 | 24 |
C M BIDWELL & ASSOCIATES LTD | 24 | 24 | 0.69% | 1.12% | 1.76% | Q4 2017 | Q3 2023 | 24 |
King Wealth Management Group | 20 | 4 | 0.06% | 0.46% | 1.41% | Q4 2013 | Q4 2019 | 24 |
TD Ameritrade Trust Co | 24 | 24 | 2.70% | 7.53% | 17.27% | Q2 2013 | Q1 2019 | 24 |
PDS Planning, Inc | 24 | 24 | 3.41% | 4.39% | 5.49% | Q4 2017 | Q3 2023 | 24 |
Newman Dignan & Sheerar, Inc. | 12 | 2 | 0.01% | 0.32% | 1.27% | Q2 2013 | Q2 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.13% | 0.48% | 0.73% | Q4 2017 | Q3 2023 | 24 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 20 | 1 | 0.00% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.18% | 0.56% | 1.22% | Q4 2017 | Q3 2023 | 24 |
RENAISSANCE GROUP LLC | 8 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2021 | 24 |
CHEMICAL BANK | 24 | 24 | 0.07% | 0.57% | 0.82% | Q3 2013 | Q2 2019 | 24 |
Chandler Asset Management, Inc. | 24 | 24 | 3.92% | 5.63% | 8.03% | Q4 2017 | Q3 2023 | 24 |
NOVARE CAPITAL MANAGEMENT LLC | 11 | 2 | 0.04% | 0.37% | 0.92% | Q2 2013 | Q2 2022 | 24 |
Clarius Group, LLC | 18 | 2 | 0.03% | 0.20% | 0.69% | Q4 2015 | Q3 2023 | 24 |
Kalos Management, Inc. | 15 | 1 | 0.00% | 0.80% | 2.63% | Q4 2015 | Q1 2023 | 24 |
Cliffwater LLC | 24 | 24 | 0.68% | 2.34% | 3.34% | Q4 2017 | Q3 2023 | 24 |
CHEMUNG CANAL TRUST CO | 13 | 5 | 0.06% | 0.19% | 0.64% | Q2 2013 | Q4 2019 | 23 |
Keystone Financial Group | 21 | 2 | 0.09% | 0.30% | 0.84% | Q4 2017 | Q3 2023 | 23 |
BREMER TRUST NATIONAL ASSOCIATION | 23 | 23 | 0.08% | 0.17% | 0.26% | Q2 2013 | Q4 2018 | 23 |
Relaxing Retirement Coach | 23 | 23 | 0.36% | 1.39% | 3.15% | Q4 2017 | Q2 2023 | 23 |
Opus Capital Group, LLC | 19 | 4 | 0.02% | 0.78% | 1.29% | Q4 2013 | Q3 2023 | 23 |
PREMIER ASSET MANAGEMENT LLC | 23 | 23 | 0.06% | 1.13% | 2.38% | Q3 2013 | Q1 2019 | 23 |
Fairfield University | 15 | 8 | 1.32% | 16.71% | 27.35% | Q2 2016 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.15% | 0.22% | 0.33% | Q1 2018 | Q3 2023 | 23 |
CreativeOne Wealth, LLC | 23 | 23 | 0.71% | 1.04% | 1.98% | Q1 2018 | Q3 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.15% | 0.59% | 1.22% | Q2 2013 | Q4 2018 | 23 |
YorkBridge Wealth Partners, LLC | 11 | 1 | 0.03% | 0.11% | 0.23% | Q4 2016 | Q4 2022 | 23 |
Claybrook Capital, LLC | 14 | 9 | 0.18% | 1.10% | 2.43% | Q4 2017 | Q3 2023 | 23 |
MAKENA CAPITAL MANAGEMENT LLC | 19 | 4 | 0.17% | 2.13% | 6.52% | Q1 2014 | Q3 2020 | 23 |
Prime Capital Investment Advisors, LLC | 19 | 4 | 0.02% | 0.05% | 0.13% | Q4 2017 | Q3 2023 | 23 |
Capital Directions Investment Advisors, LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2022 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.06% | 0.28% | 0.54% | Q4 2017 | Q3 2023 | 23 |
Essex Financial Services, Inc. | 17 | 2 | 0.08% | 0.14% | 0.39% | Q1 2017 | Q3 2023 | 23 |
FRONTIER INVESTMENT MGMT CO | 13 | 5 | 0.03% | 0.10% | 0.17% | Q2 2014 | Q2 2020 | 23 |
Nelson Capital Management, LLC | 23 | 23 | 1.55% | 2.41% | 3.36% | Q1 2018 | Q3 2023 | 23 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 6 | 0.00% | 0.12% | 0.28% | Q2 2013 | Q2 2021 | 23 |
Doyle Wealth Management | 23 | 23 | 0.06% | 0.16% | 0.32% | Q1 2017 | Q3 2022 | 23 |
Lattice Strategies LLC | 23 | 23 | 0.31% | 2.08% | 5.45% | Q2 2013 | Q4 2018 | 23 |
Aries Wealth Management | 17 | 6 | 0.69% | 1.14% | 1.96% | Q4 2017 | Q3 2023 | 23 |
Peninsula Wealth, LLC | 23 | 23 | 4.44% | 7.30% | 10.21% | Q1 2018 | Q3 2023 | 23 |
Signature Financial Management, Inc. | 23 | 23 | 0.73% | 2.64% | 13.08% | Q2 2013 | Q4 2018 | 23 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 13 | 10 | 0.02% | 0.14% | 0.39% | Q2 2013 | Q2 2019 | 23 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 23 | 23 | 0.08% | 0.33% | 2.38% | Q2 2013 | Q4 2018 | 23 |
INSPIRION WEALTH ADVISORS, LLC | 23 | 23 | 0.37% | 1.06% | 1.49% | Q4 2014 | Q2 2020 | 23 |
BAR HARBOR TRUST SERVICES | 12 | 1 | 0.00% | 0.27% | 0.91% | Q4 2013 | Q2 2022 | 23 |
BerganKDV Wealth Management, LLC | 23 | 23 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q2 2023 | 23 |
Ironwood Wealth Management, LLC. | 22 | 1 | 0.07% | 0.11% | 0.15% | Q3 2017 | Q3 2023 | 23 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 8 | 5.04% | 9.93% | 16.91% | Q4 2017 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.02% | 0.08% | Q1 2018 | Q3 2023 | 23 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 9 | 0.02% | 0.08% | 0.17% | Q4 2017 | Q3 2023 | 23 |
Well Done, LLC | 23 | 23 | 0.08% | 0.17% | 0.23% | Q1 2018 | Q3 2023 | 23 |
Proficio Capital Partners LLC | 17 | 1 | 0.02% | 1.03% | 3.26% | Q4 2015 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.42% | 0.91% | 1.90% | Q1 2018 | Q3 2023 | 23 |
AMP Capital Investors Ltd | 13 | 10 | 0.01% | 0.74% | 2.94% | Q2 2013 | Q3 2019 | 23 |
Hochman Cole Investment Advisors, Inc. | 18 | 5 | 0.10% | 0.21% | 0.32% | Q4 2015 | Q3 2021 | 23 |
Miracle Mile Advisors, LLC | 22 | 1 | 0.03% | 0.35% | 1.47% | Q4 2016 | Q3 2023 | 23 |
GM Advisory Group, LLC | 16 | 1 | 0.02% | 1.38% | 6.23% | Q4 2014 | Q4 2022 | 23 |
CFO4Life Group, LLC | 16 | 6 | 0.09% | 1.60% | 5.23% | Q3 2017 | Q3 2023 | 22 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 22 | 22 | 0.88% | 4.80% | 10.29% | Q1 2014 | Q2 2019 | 22 |
CAPE COD FIVE CENTS SAVINGS BANK | 20 | 2 | 0.14% | 0.33% | 0.51% | Q2 2013 | Q3 2023 | 22 |
UNIVERSITY OF NOTRE DAME DU LAC | 22 | 22 | 0.73% | 2.21% | 6.25% | Q4 2014 | Q1 2020 | 22 |
Money Design Co.,Ltd. | 21 | 1 | 0.02% | 1.62% | 4.45% | Q3 2017 | Q3 2023 | 22 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 15 | 1 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 22 |
Strategic Wealth Partners, Ltd. | 22 | 22 | 0.02% | 0.34% | 2.31% | Q4 2017 | Q1 2023 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.07% | 0.30% | 0.71% | Q4 2017 | Q3 2023 | 22 |
CX Institutional | 22 | 22 | 0.04% | 0.31% | 0.85% | Q2 2018 | Q3 2023 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.83% | 1.40% | 2.13% | Q2 2013 | Q3 2018 | 22 |
United Asset Strategies, Inc. | 13 | 4 | 0.03% | 0.11% | 0.50% | Q4 2014 | Q4 2021 | 22 |
NewFocus Financial Group, LLC | 17 | 5 | 0.19% | 1.78% | 11.01% | Q4 2013 | Q4 2020 | 22 |
PFG Advisors | 17 | 5 | 0.10% | 0.33% | 0.74% | Q4 2017 | Q3 2023 | 22 |
Brand Asset Management Group, Inc. | 22 | 22 | 0.74% | 0.94% | 1.29% | Q2 2018 | Q3 2023 | 22 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 | 22 | 0.23% | 0.51% | 0.90% | Q2 2018 | Q3 2023 | 22 |
Bedel Financial Consulting, Inc. | 22 | 22 | 0.06% | 0.20% | 0.58% | Q1 2018 | Q2 2023 | 22 |
Moreno Evelyn V | 22 | 22 | 0.09% | 1.47% | 4.09% | Q4 2013 | Q1 2019 | 22 |
Csenge Advisory Group | 14 | 1 | 0.03% | 0.09% | 0.35% | Q3 2017 | Q3 2023 | 22 |
Capstone Financial Advisors, Inc. | 22 | 22 | 0.08% | 1.82% | 8.46% | Q4 2014 | Q1 2020 | 22 |
Sonora Investment Management, LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2021 | 22 |
Gradient Capital Advisors, LLC | 22 | 22 | 0.24% | 0.58% | 0.82% | Q2 2018 | Q3 2023 | 22 |
BFSG, LLC | 22 | 22 | 0.82% | 1.32% | 1.77% | Q2 2018 | Q3 2023 | 22 |
Meristem Family Wealth, LLC | 9 | 1 | 0.02% | 0.22% | 1.69% | Q2 2013 | Q1 2022 | 22 |
Fieldpoint Private Securities, LLC | 22 | 22 | 0.08% | 2.34% | 38.36% | Q1 2017 | Q2 2022 | 22 |
Compagnie Lombard Odier SCmA | 14 | 1 | 0.00% | 0.09% | 0.37% | Q4 2013 | Q2 2022 | 22 |
Wilshire Advisors LLC | 22 | 22 | 1.32% | 4.43% | 8.72% | Q4 2015 | Q1 2021 | 22 |
RiverGlades Family Offices LLC | 14 | 4 | 2.56% | 4.83% | 6.35% | Q4 2017 | Q3 2023 | 22 |
PRIVATE ASSET MANAGEMENT INC | 22 | 22 | 0.07% | 0.13% | 0.22% | Q2 2018 | Q3 2023 | 22 |
Edge Wealth Management LLC | 21 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2021 | 22 |
Lido Advisors, LLC | 13 | 9 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 22 |
UBS ASSET MANAGEMENT AMERICAS INC | 13 | 9 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2019 | 22 |
Fiduciary Trust Co International of Pennsylvania | 17 | 1 | 0.02% | 0.25% | 0.55% | Q2 2013 | Q1 2020 | 22 |
Welch Group, LLC | 18 | 1 | 0.02% | 0.14% | 0.76% | Q2 2013 | Q4 2019 | 22 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 1 | 0.13% | 0.30% | 0.70% | Q2 2013 | Q4 2019 | 22 |
NEVILLE RODIE & SHAW INC | 22 | 22 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2018 | 22 |
KCM INVESTMENT ADVISORS LLC | 21 | 1 | 0.01% | 0.11% | 0.25% | Q2 2013 | Q3 2019 | 22 |
PANAGORA ASSET MANAGEMENT INC | 22 | 22 | 0.00% | 0.07% | 0.16% | Q2 2013 | Q3 2018 | 22 |
Altavista Wealth Management, Inc. | 8 | 5 | 0.10% | 0.33% | 0.83% | Q2 2013 | Q4 2021 | 21 |
Westover Capital Advisors, LLC | 9 | 2 | 0.09% | 1.56% | 2.40% | Q2 2013 | Q3 2023 | 21 |
VICTORY CAPITAL MANAGEMENT INC | 18 | 3 | 0.00% | 0.06% | 0.27% | Q4 2015 | Q3 2023 | 21 |
PITCAIRN CO | 14 | 1 | 0.02% | 0.14% | 0.87% | Q4 2014 | Q3 2023 | 21 |
FCG ADVISORS, LLC | 19 | 2 | 0.06% | 0.33% | 0.92% | Q4 2014 | Q3 2020 | 21 |
Lumbard & Kellner, LLC | 20 | 1 | 0.01% | 2.15% | 2.98% | Q1 2015 | Q4 2022 | 21 |
Mosaic Financial Partners, Inc. | 21 | 21 | 0.44% | 0.74% | 1.42% | Q2 2013 | Q2 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.73% | 1.10% | 1.99% | Q3 2018 | Q3 2023 | 21 |
Peterson Wealth Advisors, LLC | 16 | 1 | 0.14% | 0.37% | 0.89% | Q4 2017 | Q3 2023 | 21 |
Chevy Chase Trust Holdings, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2021 | 21 |
FIRST FOUNDATION ADVISORS | 9 | 6 | 0.03% | 0.05% | 0.13% | Q3 2013 | Q3 2023 | 21 |
Clearstead Trust, LLC | 20 | 1 | 0.03% | 0.27% | 0.38% | Q2 2017 | Q3 2023 | 21 |
VECTOR WEALTH MANAGEMENT, LLC | 21 | 21 | 8.68% | 12.98% | 17.08% | Q4 2011 | Q4 2016 | 21 |
COMERICA SECURITIES INC | 20 | 1 | 0.20% | 0.54% | 1.01% | Q2 2013 | Q4 2018 | 21 |
Clear Perspective Advisors, LLC | 21 | 21 | 0.10% | 0.62% | 1.35% | Q4 2016 | Q4 2021 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.58% | 1.31% | 2.19% | Q1 2017 | Q3 2023 | 21 |
Heritage Way Advisors, LLC | 21 | 21 | 1.20% | 1.44% | 1.73% | Q4 2016 | Q4 2021 | 21 |
HOWARD CAPITAL MANAGEMENT | 12 | 9 | 0.04% | 1.09% | 2.02% | Q1 2013 | Q1 2019 | 21 |
LCNB CORP | 9 | 6 | 0.12% | 0.23% | 0.41% | Q4 2016 | Q2 2022 | 21 |
TOEWS CORP /ADV | 20 | 1 | 0.02% | 1.73% | 34.43% | Q4 2010 | Q4 2021 | 21 |
CAMBRIDGE TRUST CO | 11 | 1 | 0.02% | 0.22% | 0.61% | Q2 2013 | Q3 2023 | 21 |
FIRST MIDWEST BANK TRUST DIVISION | 16 | 1 | 0.04% | 0.34% | 1.23% | Q4 2014 | Q4 2021 | 21 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 21 | 21 | 0.88% | 1.62% | 1.95% | Q4 2017 | Q4 2022 | 21 |
Artemis Wealth Advisors, LLC | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2022 | 21 |
FULTON BANK, N.A. | 16 | 5 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2023 | 21 |
Oliver Luxxe Assets LLC | 21 | 21 | 0.46% | 0.94% | 1.41% | Q3 2018 | Q3 2023 | 21 |
Sterling Capital Management LLC | 21 | 21 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q3 2019 | 21 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 21 |
Barnett & Company, Inc. | 19 | 2 | 0.00% | 0.03% | 0.07% | Q1 2016 | Q4 2021 | 21 |
Paulson Wealth Management Inc. | 20 | 1 | 0.14% | 0.30% | 0.63% | Q4 2017 | Q3 2023 | 21 |
Horan Capital Advisors, LLC. | 12 | 1 | 0.00% | 0.35% | 1.00% | Q2 2013 | Q2 2023 | 21 |
Burleson & Company, LLC | 21 | 21 | 0.44% | 0.71% | 1.26% | Q4 2017 | Q4 2022 | 21 |
WALLER FINANCIAL PLANNING GROUP, INC | 21 | 21 | 0.37% | 0.71% | 1.19% | Q4 2018 | Q4 2023 | 21 |
Mascoma Wealth Management LLC | 12 | 9 | 0.00% | 0.13% | 0.50% | Q2 2017 | Q3 2023 | 21 |
Sunesis Advisors, LLC | 20 | 1 | 0.64% | 1.47% | 2.30% | Q2 2018 | Q3 2023 | 21 |
HAP Trading, LLC | 6 | 1 | 0.00% | 0.10% | 1.42% | Q3 2013 | Q2 2022 | 21 |
Resource Planning Group | 21 | 21 | 3.83% | 5.35% | 6.51% | Q3 2018 | Q3 2023 | 21 |
VERITY Wealth Advisors | 21 | 21 | 2.94% | 3.33% | 3.91% | Q4 2018 | Q4 2023 | 21 |
Allen Capital Group, LLC | 20 | 20 | 0.05% | 0.54% | 8.91% | Q4 2018 | Q3 2023 | 20 |
FORTE CAPITAL LLC /ADV | 9 | 2 | 0.04% | 0.16% | 0.27% | Q3 2014 | Q1 2021 | 20 |
BOSTON RESEARCH & MANAGEMENT INC | 20 | 20 | 0.09% | 0.18% | 0.34% | Q4 2018 | Q3 2023 | 20 |
NATIXIS | 7 | 1 | 0.00% | 0.12% | 0.77% | Q3 2013 | Q3 2021 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.09% | 0.24% | 0.52% | Q4 2018 | Q3 2023 | 20 |
Rathbones Group PLC | 20 | 20 | 0.07% | 0.15% | 0.28% | Q4 2018 | Q3 2023 | 20 |
Keel Point, LLC | 20 | 20 | 0.15% | 0.64% | 2.19% | Q4 2018 | Q3 2023 | 20 |
L & S Advisors Inc | 14 | 1 | 0.03% | 0.06% | 0.15% | Q4 2017 | Q3 2023 | 20 |
Concert Wealth Management Inc. | 16 | 16 | 0.00% | 0.13% | 0.46% | Q2 2013 | Q1 2017 | 20 |
Charles Schwab Investment Advisory, Inc. | 11 | 9 | 0.00% | 0.34% | 1.53% | Q4 2017 | Q3 2023 | 20 |
Windhaven Investment Management, Inc. | 20 | 20 | 1.24% | 5.27% | 13.98% | Q2 2013 | Q1 2018 | 20 |
MATHER GROUP, LLC. | 20 | 20 | 0.14% | 1.94% | 4.98% | Q4 2018 | Q3 2023 | 20 |
Lombard Odier Asset Management (Switzerland) SA | 17 | 1 | 0.02% | 0.59% | 1.02% | Q2 2014 | Q3 2020 | 20 |
Angeles Investment Advisors, LLC | 20 | 20 | 0.21% | 0.58% | 2.23% | Q4 2018 | Q3 2023 | 20 |
Camarda Financial Advisors, LLC | 19 | 1 | 0.02% | 1.20% | 6.00% | Q2 2013 | Q2 2019 | 20 |
LVW Advisors, LLC | 19 | 1 | 0.23% | 0.60% | 1.32% | Q1 2016 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.01% | 0.13% | 0.37% | Q4 2013 | Q3 2018 | 20 |
Tidal Investments LLC | 20 | 20 | 0.64% | 3.06% | 5.92% | Q4 2018 | Q3 2023 | 20 |
Fort Sheridan Advisors LLC | 20 | 20 | 0.45% | 0.66% | 0.98% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.04% | 0.20% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 12 | 8 | 0.26% | 7.51% | 14.95% | Q4 2015 | Q4 2020 | 20 |
Willow Creek Wealth Management Inc. | 13 | 7 | 0.04% | 0.11% | 0.18% | Q1 2018 | Q3 2023 | 20 |
Eukles Asset Management | 20 | 20 | 0.42% | 0.81% | 1.53% | Q4 2018 | Q3 2023 | 20 |
Glassman Wealth Services | 18 | 1 | 0.02% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 5.18% | 6.27% | 9.91% | Q4 2018 | Q3 2023 | 20 |
Fiduciary Group LLC | 20 | 20 | 0.12% | 0.42% | 0.67% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, LLC | 20 | 20 | 1.60% | 2.37% | 3.87% | Q4 2018 | Q3 2023 | 20 |
Arcus Capital Partners, LLC | 20 | 20 | 0.08% | 0.69% | 2.02% | Q4 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.20% | 0.35% | 0.47% | Q4 2018 | Q3 2023 | 20 |
Orgel Wealth Management, LLC | 20 | 20 | 0.07% | 0.47% | 1.14% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors, Inc. | 10 | 1 | 0.03% | 0.29% | 1.25% | Q1 2016 | Q4 2022 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.43% | 0.63% | 1.84% | Q4 2015 | Q3 2020 | 20 |
Wellesley Investment Partners, LLC | 20 | 20 | 2.70% | 3.30% | 4.07% | Q4 2015 | Q3 2020 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.48% | 0.76% | 1.18% | Q4 2018 | Q3 2023 | 20 |
MANAGED ACCOUNT SERVICES INC | 20 | 20 | 1.48% | 2.37% | 3.43% | Q4 2016 | Q3 2021 | 20 |
Beirne Wealth Consulting Services, LLC | 20 | 20 | 0.11% | 1.86% | 4.38% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.03% | 0.11% | 0.53% | Q4 2014 | Q3 2019 | 20 |
Summit Trail Advisors, LLC | 15 | 2 | 1.24% | 3.45% | 5.67% | Q4 2017 | Q3 2023 | 20 |
Wall Capital Group, Inc. | 20 | 20 | 0.21% | 0.35% | 0.48% | Q2 2017 | Q1 2022 | 20 |
Ally Invest Advisors Inc. | 20 | 20 | 4.47% | 4.76% | 5.34% | Q4 2018 | Q3 2023 | 20 |
TPG Financial Advisors, LLC | 20 | 20 | 0.65% | 1.17% | 1.97% | Q4 2018 | Q3 2023 | 20 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 20 | 20 | 0.61% | 4.23% | 8.45% | Q2 2017 | Q1 2022 | 20 |
Pinnacle Wealth Planning Services, Inc. | 20 | 20 | 0.05% | 0.33% | 2.52% | Q4 2017 | Q3 2022 | 20 |
D.B. Root & Company, LLC | 20 | 20 | 0.29% | 0.44% | 0.61% | Q1 2018 | Q4 2022 | 20 |
Elm Partners Management LLC | 20 | 20 | 6.71% | 8.87% | 12.21% | Q4 2018 | Q3 2023 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.26% | 0.76% | 1.81% | Q4 2018 | Q3 2023 | 20 |
Old Port Advisors | 18 | 1 | 0.12% | 0.48% | 0.85% | Q2 2018 | Q3 2023 | 20 |
Hurlow Wealth Management Group, Inc. | 20 | 20 | 0.94% | 2.23% | 3.04% | Q4 2018 | Q3 2023 | 20 |
Next Capital Management LLC | 20 | 20 | 0.21% | 0.47% | 1.14% | Q4 2018 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 2.99% | 5.13% | 6.85% | Q4 2018 | Q3 2023 | 20 |
Black Diamond Financial, LLC | 20 | 20 | 0.31% | 0.79% | 1.76% | Q4 2018 | Q3 2023 | 20 |
Alera Investment Advisors, LLC | 20 | 20 | 1.85% | 3.19% | 4.72% | Q4 2018 | Q3 2023 | 20 |
Global Strategic Investment Solutions, LLC | 20 | 20 | 0.23% | 2.32% | 5.78% | Q4 2018 | Q3 2023 | 20 |
Great Point Wealth Advisors, LLC | 20 | 20 | 1.54% | 3.47% | 6.52% | Q4 2018 | Q3 2023 | 20 |
Strategic Investment Advisors / MI | 20 | 20 | 0.56% | 1.10% | 2.56% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.06% | 0.24% | 1.23% | Q4 2018 | Q3 2023 | 20 |
Compton Wealth Advisory Group, LLC | 20 | 20 | 0.31% | 0.97% | 2.65% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.02% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Hardy Reed LLC | 20 | 20 | 0.53% | 1.82% | 4.14% | Q4 2018 | Q3 2023 | 20 |
MBM Wealth Consultants, LLC | 20 | 20 | 1.33% | 1.59% | 1.98% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 6.70% | 9.65% | 12.32% | Q4 2018 | Q3 2023 | 20 |
SlateStone Wealth, LLC | 20 | 20 | 0.26% | 0.47% | 0.82% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.24% | 1.15% | 2.96% | Q4 2018 | Q3 2023 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.10% | 0.84% | 2.06% | Q4 2018 | Q3 2023 | 20 |
Summit Financial, LLC | 20 | 20 | 0.10% | 0.26% | 0.65% | Q4 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 1.85% | 2.38% | 3.42% | Q4 2018 | Q3 2023 | 20 |
JFG Wealth Management, LLC | 20 | 20 | 0.27% | 1.99% | 3.16% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.12% | 0.35% | 0.61% | Q4 2018 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 1.60% | 3.17% | 5.52% | Q4 2018 | Q3 2023 | 20 |
GARRISON POINT ADVISORS, LLC | 20 | 20 | 0.31% | 0.37% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Hillcrest Wealth Advisors - NY, LLC | 20 | 20 | 2.20% | 2.82% | 3.62% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.59% | 1.18% | 1.89% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.14% | 0.45% | 0.99% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 1.09% | 1.55% | 1.94% | Q4 2018 | Q3 2023 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 0.25% | 0.38% | 0.54% | Q4 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.00% | 0.05% | 0.48% | Q4 2018 | Q3 2023 | 20 |
MA Private Wealth | 20 | 20 | 0.57% | 1.32% | 2.44% | Q4 2018 | Q3 2023 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 20 | 20 | 0.21% | 0.36% | 0.53% | Q4 2018 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.22% | 0.35% | 0.42% | Q4 2018 | Q3 2023 | 20 |
American Financial Advisors, LLC | 20 | 20 | 0.52% | 1.75% | 4.48% | Q4 2018 | Q3 2023 | 20 |
Bay Harbor Wealth Management, LLC | 20 | 20 | 2.03% | 2.78% | 3.38% | Q4 2018 | Q3 2023 | 20 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.03% | 0.21% | 0.81% | Q4 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.11% | 0.30% | 0.63% | Q4 2018 | Q3 2023 | 20 |
WADDELL & ASSOCIATES, LLC | 20 | 20 | 3.44% | 4.30% | 5.04% | Q4 2018 | Q3 2023 | 20 |
PRIVATE CAPITAL MANAGEMENT LLC | 20 | 20 | 0.20% | 0.27% | 0.45% | Q4 2018 | Q3 2023 | 20 |
Private Wealth Advisors, LLC | 20 | 20 | 1.94% | 3.58% | 5.72% | Q4 2018 | Q3 2023 | 20 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 20 | 20 | 1.30% | 1.75% | 2.27% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.01% | 0.08% | 0.11% | Q4 2018 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 0.26% | 0.53% | 0.70% | Q4 2018 | Q3 2023 | 20 |
One Day In July LLC | 20 | 20 | 0.87% | 3.39% | 6.08% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.07% | 0.20% | 0.45% | Q4 2017 | Q3 2022 | 20 |
MEYER HANDELMAN CO | 20 | 20 | 0.02% | 0.04% | 0.11% | Q4 2014 | Q3 2019 | 20 |
MARSHALL FINANCIAL GROUP INC /ADV | 20 | 20 | 0.25% | 0.46% | 0.74% | Q4 2018 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.18% | 0.46% | 1.07% | Q1 2016 | Q4 2020 | 20 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 20 | 20 | 0.12% | 2.77% | 4.48% | Q4 2013 | Q3 2018 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.11% | 0.16% | 0.23% | Q2 2013 | Q1 2018 | 20 |
VALLEY WEALTH MANAGERS, INC. | 19 | 19 | 0.12% | 0.16% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.12% | 0.46% | Q4 2017 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.12% | 0.25% | 0.52% | Q1 2019 | Q3 2023 | 19 |
FIRST NATIONAL BANK OF OMAHA | 12 | 2 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 19 |
NOTTINGHAM ADVISORS, INC. | 19 | 19 | 0.05% | 0.17% | 0.28% | Q1 2019 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.08% | 0.14% | 0.27% | Q1 2019 | Q3 2023 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.09% | 0.30% | 0.73% | Q1 2019 | Q3 2023 | 19 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 19 | 19 | 0.03% | 0.12% | 0.20% | Q4 2018 | Q2 2023 | 19 |
WealthNavi Inc. | 19 | 19 | 9.46% | 11.07% | 12.47% | Q1 2019 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.28% | 0.44% | 0.78% | Q1 2019 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 2.88% | 3.20% | 4.26% | Q1 2019 | Q3 2023 | 19 |
Annex Advisory Services, LLC | 13 | 3 | 0.03% | 0.19% | 0.44% | Q2 2013 | Q3 2023 | 19 |
Foothills Asset Management, Ltd. | 15 | 4 | 1.62% | 2.10% | 2.59% | Q3 2014 | Q1 2020 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.01% | 0.34% | 0.97% | Q3 2018 | Q3 2023 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 1.72% | 2.39% | 2.97% | Q1 2019 | Q3 2023 | 19 |
RiverFront Investment Group, LLC | 19 | 19 | 0.22% | 5.95% | 9.78% | Q4 2008 | Q2 2013 | 19 |
CALTON & ASSOCIATES, INC. | 18 | 1 | 0.15% | 0.48% | 0.69% | Q4 2017 | Q4 2022 | 19 |
Private Wealth Advisors, Inc. | 19 | 19 | 0.19% | 1.68% | 2.64% | Q2 2015 | Q4 2019 | 19 |
WEALTHFRONT Corp | 19 | 19 | 8.01% | 12.44% | 17.26% | Q1 2014 | Q3 2018 | 19 |
Evensky & Katz LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Russell Investments Group, Ltd. | 19 | 19 | 0.00% | 0.06% | 0.48% | Q4 2016 | Q2 2021 | 19 |
First Bank & Trust | 18 | 1 | 0.00% | 1.76% | 5.24% | Q4 2016 | Q3 2023 | 19 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 14 | 1 | 0.12% | 0.21% | 0.42% | Q1 2018 | Q3 2023 | 19 |
MOODY LYNN & LIEBERSON, LLC | 7 | 1 | 0.03% | 1.15% | 3.63% | Q3 2013 | Q2 2021 | 19 |
JANUS HENDERSON GROUP PLC | 11 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2022 | 19 |
SCHRODERS IS Ltd | 17 | 1 | 0.45% | 11.50% | 81.56% | Q1 2017 | Q3 2022 | 19 |
Janney Capital Management LLC | 19 | 19 | 0.74% | 1.80% | 4.04% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.02% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 19 |
TimeScale Financial, Inc. | 19 | 19 | 0.04% | 0.14% | 0.62% | Q4 2018 | Q2 2023 | 19 |
Highlander Capital Management, LLC | 18 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2018 | 19 |
Wealthquest Corp | 14 | 5 | 0.07% | 0.59% | 6.65% | Q4 2018 | Q3 2023 | 19 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19 | 19 | 0.02% | 5.12% | 8.62% | Q1 2019 | Q3 2023 | 19 |
Harel Insurance Investments & Financial Services Ltd. | 10 | 1 | 0.00% | 1.65% | 7.54% | Q2 2016 | Q3 2023 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.43% | 0.87% | 1.41% | Q2 2013 | Q4 2017 | 19 |
Columbus Macro, LLC | 19 | 19 | 0.05% | 1.38% | 1.90% | Q1 2019 | Q3 2023 | 19 |
INR ADVISORY SERVICES LLC | 19 | 19 | 0.01% | 0.56% | 3.24% | Q2 2013 | Q4 2017 | 19 |
Merit Financial Group, LLC | 16 | 1 | 0.02% | 0.07% | 0.16% | Q4 2017 | Q3 2023 | 19 |
Pacific Center for Financial Services | 16 | 3 | 0.01% | 0.10% | 0.20% | Q4 2016 | Q3 2023 | 19 |
Corbenic Partners LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2017 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.04% | 0.29% | 2.10% | Q1 2019 | Q3 2023 | 19 |
RBF Capital, LLC | 11 | 8 | 0.05% | 0.23% | 0.90% | Q3 2018 | Q2 2023 | 19 |
FormulaFolio Investments, LLC | 19 | 19 | 0.01% | 0.07% | 0.18% | Q4 2016 | Q2 2021 | 19 |
Sepio Capital, LP | 19 | 19 | 0.94% | 1.72% | 3.59% | Q1 2019 | Q3 2023 | 19 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 19 | 19 | 0.04% | 0.05% | 0.07% | Q4 2016 | Q2 2021 | 19 |
HOLLENCREST CAPITAL MANAGEMENT | 8 | 4 | 0.00% | 0.42% | 2.17% | Q4 2013 | Q3 2023 | 19 |
Apriem Advisors | 8 | 1 | 0.00% | 0.49% | 1.68% | Q2 2013 | Q3 2023 | 19 |
Cranberry Lake Advisors LLC | 19 | 19 | 0.55% | 4.71% | 10.23% | Q2 2013 | Q4 2017 | 19 |
Mount Yale Investment Advisors, LLC | 19 | 19 | 0.03% | 0.08% | 0.28% | Q1 2018 | Q3 2022 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.15% | 0.49% | 1.00% | Q2 2013 | Q4 2017 | 19 |
Investors Research Corp | 19 | 19 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Cable Hill Partners, LLC | 16 | 3 | 0.00% | 0.09% | 0.21% | Q4 2014 | Q1 2020 | 19 |
CADENCE BANK NA | 19 | 19 | 0.06% | 0.11% | 0.15% | Q3 2017 | Q1 2022 | 19 |
Quantitative Investment Management, LLC | 6 | 1 | 0.06% | 1.30% | 5.39% | Q3 2013 | Q2 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 2.13% | 2.88% | 3.60% | Q4 2018 | Q2 2023 | 19 |
Altium Wealth Management LLC | 19 | 19 | 0.91% | 1.73% | 2.73% | Q4 2017 | Q2 2022 | 19 |
Schoolcraft Capital LLC | 19 | 19 | 0.49% | 0.97% | 1.56% | Q1 2019 | Q3 2023 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 1.04% | 1.42% | 1.84% | Q2 2013 | Q4 2017 | 19 |
Baker Ellis Asset Management LLC | 14 | 5 | 0.04% | 0.13% | 0.25% | Q3 2017 | Q3 2023 | 19 |
MEEDER ASSET MANAGEMENT INC | 18 | 1 | 0.00% | 0.31% | 1.07% | Q4 2018 | Q3 2023 | 19 |
NATIONAL PLANNING CORP | 19 | 19 | 0.21% | 0.56% | 2.30% | Q2 2013 | Q4 2017 | 19 |
Polaris Wealth Advisory Group, LLC | 16 | 1 | 0.02% | 0.16% | 0.35% | Q4 2015 | Q3 2023 | 19 |
BEACON FINANCIAL GROUP | 18 | 1 | 0.05% | 0.14% | 0.20% | Q4 2013 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.09% | 0.25% | 0.86% | Q1 2019 | Q3 2023 | 19 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 16 | 3 | 0.27% | 0.68% | 5.53% | Q2 2013 | Q3 2023 | 19 |
INVERNESS COUNSEL LLC /NY/ | 19 | 19 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2022 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.51% | 0.80% | 1.05% | Q4 2017 | Q2 2022 | 19 |
DFPG INVESTMENTS, LLC | 15 | 4 | 0.06% | 0.34% | 1.58% | Q4 2018 | Q3 2023 | 19 |
Numeric Investors LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2017 | 19 |
Independence Bank of Kentucky | 13 | 6 | 0.01% | 0.08% | 0.16% | Q3 2018 | Q3 2023 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.12% | 0.20% | 0.42% | Q2 2018 | Q4 2022 | 19 |
B. Riley Wealth Management, Inc. | 8 | 4 | 0.01% | 0.23% | 0.64% | Q1 2014 | Q2 2022 | 18 |
Elmwood Wealth Management, Inc. | 11 | 1 | 0.07% | 0.53% | 0.88% | Q1 2018 | Q3 2023 | 18 |
James Hambro & Partners | 17 | 1 | 0.03% | 0.06% | 0.15% | Q1 2019 | Q3 2023 | 18 |
River Wealth Advisors LLC | 15 | 3 | 0.05% | 0.55% | 1.52% | Q2 2018 | Q3 2023 | 18 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 5 | 1 | 0.04% | 0.42% | 1.70% | Q4 2013 | Q1 2022 | 18 |
Confluence Wealth Management LLC | 18 | 18 | 0.20% | 0.80% | 1.08% | Q2 2016 | Q3 2020 | 18 |
IRON Financial LLC | 15 | 1 | 0.13% | 0.46% | 2.90% | Q1 2015 | Q3 2022 | 18 |
Hills Bank & Trust Co | 18 | 18 | 0.06% | 0.72% | 1.43% | Q2 2019 | Q3 2023 | 18 |
PACIFIC FINANCIAL GROUP INC | 18 | 18 | 0.03% | 0.43% | 1.63% | Q2 2019 | Q3 2023 | 18 |
UNITED BANK | 14 | 1 | 0.04% | 0.21% | 0.42% | Q4 2017 | Q3 2023 | 18 |
Stratos Wealth Advisors, LLC | 14 | 4 | 0.10% | 0.70% | 2.52% | Q4 2018 | Q3 2023 | 18 |
LETKO, BROSSEAU & ASSOCIATES INC | 15 | 1 | 0.03% | 0.22% | 0.35% | Q2 2013 | Q4 2021 | 18 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2019 | 18 |
Jump Trading, LLC | 7 | 1 | 0.01% | 0.16% | 0.60% | Q2 2013 | Q4 2018 | 18 |
Marquette Asset Management, LLC | 18 | 18 | 0.05% | 0.09% | 0.17% | Q1 2019 | Q2 2023 | 18 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 0.30% | 0.55% | 0.91% | Q1 2016 | Q3 2023 | 18 |
Aptus Capital Advisors, LLC | 13 | 5 | 0.00% | 0.34% | 1.05% | Q1 2019 | Q3 2023 | 18 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 14 | 4 | 1.18% | 2.12% | 2.73% | Q2 2013 | Q1 2018 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.00% | 0.15% | 0.25% | Q2 2019 | Q3 2023 | 18 |
Avidian Wealth Solutions, LLC | 11 | 7 | 0.02% | 0.25% | 1.17% | Q4 2018 | Q3 2023 | 18 |
SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 10 | 8 | 0.12% | 2.17% | 9.83% | Q4 2018 | Q3 2023 | 18 |
Pinnacle Advisory Group, Inc. | 18 | 18 | 0.02% | 0.07% | 0.12% | Q4 2016 | Q1 2021 | 18 |
Capital Asset Advisory Services LLC | 18 | 18 | 1.32% | 2.78% | 8.40% | Q2 2019 | Q3 2023 | 18 |
EMORY UNIVERSITY | 18 | 18 | 0.00% | 51.09% | 100.00% | Q2 2011 | Q3 2015 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q3 2014 | 18 |
DELTA FINANCIAL ADVISORS LLC | 18 | 18 | 0.79% | 1.15% | 2.01% | Q2 2019 | Q3 2023 | 18 |
RIVERSEDGE ADVISORS, LLC | 18 | 18 | 2.74% | 4.27% | 6.19% | Q2 2019 | Q3 2023 | 18 |
HRT FINANCIAL LP | 4 | 1 | 0.01% | 0.29% | 1.53% | Q1 2015 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.08% | 0.16% | 0.31% | Q2 2019 | Q3 2023 | 18 |
Matrix Trust Co | 18 | 18 | 6.53% | 8.93% | 11.96% | Q2 2019 | Q3 2023 | 18 |
Barry Investment Advisors, LLC | 12 | 6 | 0.00% | 1.50% | 3.84% | Q4 2014 | Q3 2023 | 18 |
STERLING INVESTMENT MANAGEMENT, LLC | 16 | 2 | 0.88% | 1.18% | 2.44% | Q4 2017 | Q3 2023 | 18 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 18 | 18 | 0.13% | 0.34% | 0.80% | Q2 2019 | Q3 2023 | 18 |
Independence Advisors, LLC | 18 | 18 | 1.14% | 1.40% | 1.60% | Q2 2016 | Q3 2020 | 18 |
PATTON FUND MANAGEMENT, INC. | 18 | 18 | 3.28% | 4.58% | 5.99% | Q2 2019 | Q3 2023 | 18 |
Bremer Bank National Association | 14 | 4 | 0.04% | 0.11% | 0.18% | Q1 2019 | Q3 2023 | 18 |
Prestige Wealth Management Group LLC | 13 | 5 | 0.00% | 0.03% | 0.12% | Q4 2018 | Q3 2023 | 18 |
Portfolio Solutions, LLC | 7 | 5 | 0.00% | 0.03% | 0.04% | Q1 2017 | Q2 2022 | 18 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.07% | 0.09% | 0.12% | Q2 2017 | Q3 2023 | 18 |
&PARTNERS | 17 | 1 | 0.31% | 3.04% | 4.00% | Q1 2019 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.00% | 1.10% | 1.89% | Q4 2018 | Q3 2023 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.39% | 0.81% | 1.10% | Q2 2013 | Q3 2017 | 18 |
Gladstone Institutional Advisory LLC | 13 | 5 | 0.04% | 0.09% | 0.33% | Q4 2018 | Q3 2023 | 18 |
Ruggie Capital Group | 13 | 1 | 0.30% | 1.44% | 3.26% | Q4 2014 | Q3 2019 | 18 |
Apollon Wealth Management, LLC | 12 | 1 | 0.02% | 0.28% | 0.78% | Q4 2018 | Q3 2023 | 18 |
Rikoon Group, LLC | 14 | 4 | 0.09% | 0.15% | 0.20% | Q3 2016 | Q1 2021 | 18 |
SUMMIT FINANCIAL GROUP, INC. | 18 | 18 | 1.10% | 1.43% | 1.77% | Q2 2019 | Q3 2023 | 18 |
CITIZENS & NORTHERN CORP | 18 | 18 | 0.39% | 0.62% | 1.00% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.76% | 0.88% | 1.00% | Q2 2013 | Q3 2017 | 18 |
Full Sail Capital, LLC | 15 | 3 | 0.07% | 1.60% | 2.46% | Q4 2018 | Q3 2023 | 18 |
Canton Hathaway, LLC | 18 | 18 | 0.01% | 0.05% | 0.19% | Q2 2019 | Q3 2023 | 18 |
Capital Advisory Group Advisory Services, LLC | 18 | 18 | 0.11% | 1.21% | 3.44% | Q1 2018 | Q2 2022 | 18 |
Truvestments Capital LLC | 6 | 1 | 0.00% | 0.05% | 0.20% | Q3 2018 | Q3 2023 | 18 |
Farmers & Merchants Trust Co of Chambersburg PA | 12 | 2 | 0.01% | 0.04% | 0.13% | Q4 2016 | Q3 2023 | 18 |
RELIANCE TRUST CO OF DELAWARE | 11 | 7 | 0.87% | 1.28% | 2.78% | Q2 2013 | Q1 2019 | 18 |
AJ WEALTH STRATEGIES, LLC | 16 | 1 | 0.02% | 0.05% | 0.14% | Q4 2017 | Q2 2023 | 18 |
TRAIN BABCOCK ADVISORS LLC | 17 | 1 | 0.42% | 1.27% | 2.82% | Q2 2013 | Q4 2017 | 18 |
Foundations Investment Advisors, LLC | 18 | 18 | 0.03% | 0.09% | 0.63% | Q2 2019 | Q3 2023 | 18 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.07% | 0.44% | Q1 2018 | Q3 2023 | 18 |
Lutz Financial Services LLC | 17 | 1 | 0.11% | 0.51% | 0.71% | Q3 2018 | Q3 2023 | 18 |
Stokes Capital Advisors, LLC | 13 | 5 | 0.07% | 0.34% | 0.68% | Q4 2017 | Q3 2023 | 18 |
Thomasville National Bank | 10 | 1 | 0.02% | 0.06% | 0.30% | Q2 2013 | Q3 2023 | 17 |
Vantage Investment Partners, LLC | 17 | 17 | 0.02% | 0.16% | 0.44% | Q3 2016 | Q3 2020 | 17 |
Cambria Investment Management, L.P. | 16 | 1 | 0.03% | 0.83% | 1.68% | Q4 2014 | Q1 2019 | 17 |
Spruce Investment Advisors LLC | 16 | 1 | 0.78% | 4.95% | 15.86% | Q3 2013 | Q4 2017 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q4 2023 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 0.07% | 0.11% | 0.15% | Q3 2019 | Q3 2023 | 17 |
Avion Wealth | 17 | 17 | 1.35% | 2.72% | 3.77% | Q3 2019 | Q3 2023 | 17 |
iAB Financial Bank | 17 | 17 | 1.13% | 1.79% | 2.46% | Q2 2013 | Q2 2017 | 17 |
Hubbell Strickland Wealth Management, LLC | 17 | 17 | 0.17% | 0.21% | 0.25% | Q3 2019 | Q3 2023 | 17 |
Charles Schwab Trust Co | 17 | 17 | 0.17% | 0.48% | 0.80% | Q3 2019 | Q3 2023 | 17 |
Rothschild & Co Wealth Management UK Ltd | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
IFG Advisors, LLC | 17 | 17 | 0.41% | 0.77% | 1.17% | Q3 2019 | Q3 2023 | 17 |
Western Wealth Management, LLC | 8 | 3 | 0.03% | 0.09% | 0.16% | Q4 2018 | Q3 2023 | 17 |
BEACON TRUST CO | 17 | 17 | 0.33% | 0.62% | 1.41% | Q1 2013 | Q1 2017 | 17 |
MONECO Advisors, LLC | 7 | 4 | 0.08% | 0.19% | 0.28% | Q4 2018 | Q3 2023 | 17 |
FRONT BARNETT ASSOCIATES LLC | 17 | 17 | 0.12% | 0.15% | 0.19% | Q3 2019 | Q3 2023 | 17 |
Matthew Goff Investment Advisor, LLC | 14 | 3 | 0.21% | 0.32% | 0.55% | Q3 2017 | Q3 2023 | 17 |
Salient Capital Advisors, LLC | 17 | 17 | 0.08% | 0.13% | 0.19% | Q2 2013 | Q2 2017 | 17 |
Baldrige Asset Management LLC | 17 | 17 | 0.52% | 0.70% | 0.82% | Q1 2019 | Q1 2023 | 17 |
THOMPSON DAVIS & CO., INC. | 17 | 17 | 0.00% | 0.05% | 0.09% | Q3 2014 | Q3 2018 | 17 |
Essex Savings Bank | 14 | 3 | 0.08% | 0.22% | 0.38% | Q4 2018 | Q3 2023 | 17 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 11 | 6 | 0.03% | 0.45% | 1.02% | Q2 2014 | Q1 2019 | 17 |
SCHWARTZ INVESTMENT COUNSEL INC | 12 | 1 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q3 2023 | 17 |
Empirical Finance, LLC | 10 | 1 | 0.22% | 0.51% | 0.89% | Q4 2016 | Q3 2022 | 17 |
Leonard Rickey Investment Advisors P.L.L.C. | 17 | 17 | 0.08% | 0.36% | 1.08% | Q4 2017 | Q4 2021 | 17 |
Acorn Wealth Advisors, LLC | 14 | 3 | 0.14% | 0.34% | 0.54% | Q4 2017 | Q3 2023 | 17 |
VICUS CAPITAL | 9 | 8 | 0.04% | 0.50% | 6.29% | Q4 2013 | Q3 2019 | 17 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2021 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.02% | 0.09% | 0.15% | Q2 2013 | Q2 2017 | 17 |
Destination Wealth Management | 15 | 1 | 0.01% | 0.02% | 0.07% | Q3 2014 | Q4 2020 | 17 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 12 | 5 | 0.10% | 0.42% | 0.58% | Q1 2017 | Q3 2023 | 17 |
Stratos Investment Management, LLC | 10 | 7 | 0.04% | 0.33% | 2.94% | Q1 2019 | Q2 2023 | 17 |
Hall Kathryn A. | 10 | 1 | 0.19% | 4.41% | 12.08% | Q2 2013 | Q1 2023 | 17 |
Peachtree Investment Advisors, Inc. | 13 | 4 | 0.04% | 3.54% | 6.95% | Q3 2014 | Q4 2018 | 17 |
Brookmont Capital Management | 9 | 3 | 0.12% | 0.14% | 0.18% | Q1 2018 | Q3 2023 | 17 |
Greenline Partners, LLC | 17 | 17 | 0.61% | 7.78% | 11.34% | Q3 2019 | Q3 2023 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.00% | 0.11% | 0.40% | Q3 2019 | Q3 2023 | 17 |
Kinsight, LLC | 17 | 17 | 2.95% | 5.89% | 7.87% | Q2 2013 | Q2 2017 | 17 |
WFG Advisors, LP | 17 | 17 | 0.02% | 0.13% | 0.40% | Q2 2013 | Q2 2017 | 17 |
Liberty Capital Management, Inc. | 12 | 1 | 0.10% | 0.26% | 0.40% | Q1 2019 | Q3 2023 | 17 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 12 | 1 | 0.00% | 0.30% | 2.64% | Q4 2014 | Q3 2023 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.76% | 0.93% | 1.06% | Q2 2013 | Q2 2017 | 17 |
HARVEST CAPITAL MANAGEMENT INC | 13 | 1 | 0.09% | 0.21% | 1.14% | Q2 2013 | Q2 2019 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.07% | 0.14% | 0.25% | Q2 2013 | Q3 2023 | 17 |
MONROE BANK & TRUST/MI | 6 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2018 | 17 |
MidWestOne Financial Group, Inc. | 13 | 4 | 0.07% | 0.18% | 0.38% | Q2 2019 | Q3 2023 | 17 |
FIDUCIARY TRUST INTERNATIONAL LLC | 11 | 1 | 0.06% | 1.80% | 7.32% | Q2 2013 | Q2 2020 | 17 |
First Personal Financial Services | 13 | 1 | 0.00% | 0.02% | 0.12% | Q3 2015 | Q3 2023 | 17 |
DELTA ASSET MANAGEMENT LLC/TN | 13 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
FIRST NATIONAL CORP /MA/ /ADV | 15 | 2 | 0.07% | 0.13% | 0.53% | Q4 2018 | Q3 2023 | 17 |
INNEALTA CAPITAL, LLC | 16 | 16 | 0.15% | 0.38% | 0.93% | Q4 2019 | Q3 2023 | 16 |
CCM INVESTMENT ADVISERS LLC | 16 | 16 | 0.04% | 0.10% | 0.14% | Q2 2013 | Q1 2017 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.38% | 0.61% | 1.09% | Q4 2019 | Q3 2023 | 16 |
DAVIDSON TRUST CO | 16 | 16 | 0.47% | 0.62% | 0.82% | Q4 2019 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.04% | 0.13% | 0.33% | Q4 2018 | Q3 2022 | 16 |
ROBSHAW & JULIAN ASSOCIATES INC | 16 | 16 | 2.13% | 3.27% | 4.46% | Q2 2013 | Q1 2017 | 16 |
Sovereign Investment Advisors, LLC | 16 | 16 | 0.40% | 0.45% | 0.50% | Q4 2019 | Q3 2023 | 16 |
BBR PARTNERS, LLC | 14 | 2 | 0.02% | 0.50% | 3.52% | Q3 2015 | Q3 2023 | 16 |
Human Investing LLC | 15 | 1 | 0.01% | 1.70% | 2.50% | Q4 2018 | Q3 2023 | 16 |
London & Capital Asset Management Ltd | 16 | 16 | 0.25% | 1.43% | 5.29% | Q4 2019 | Q3 2023 | 16 |
PETTYJOHN, WOOD & WHITE, INC | 10 | 6 | 0.06% | 0.09% | 0.12% | Q1 2014 | Q3 2019 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 2.11% | 3.63% | 4.31% | Q4 2019 | Q3 2023 | 16 |
Executive Wealth Management, LLC | 13 | 3 | 0.01% | 0.48% | 1.08% | Q4 2018 | Q3 2023 | 16 |
STEPH & CO | 16 | 16 | 0.21% | 2.26% | 3.71% | Q4 2019 | Q3 2023 | 16 |
Ameraudi Asset Management, Inc. | 16 | 16 | 6.66% | 9.37% | 16.60% | Q4 2019 | Q3 2023 | 16 |
Astoria Strategic Wealth, Inc. | 16 | 16 | 0.78% | 1.04% | 2.25% | Q4 2019 | Q3 2023 | 16 |
Knights of Columbus Asset Advisors LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
EPIQ Capital Group, LLC | 16 | 16 | 0.09% | 0.24% | 0.43% | Q4 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.03% | 0.07% | 0.17% | Q4 2019 | Q3 2023 | 16 |
MANNING & NAPIER ADVISORS LLC | 10 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2017 | 16 |
Partnervest Advisory Services LLC | 10 | 1 | 0.01% | 0.27% | 0.85% | Q2 2013 | Q3 2020 | 16 |
WILLIAMS JONES & ASSOCIATES LLC | 11 | 1 | 0.01% | 0.08% | 0.53% | Q2 2013 | Q1 2018 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 1.20% | 1.90% | 2.81% | Q4 2019 | Q3 2023 | 16 |
Marcum Wealth, LLC | 16 | 16 | 2.61% | 3.64% | 4.53% | Q4 2019 | Q3 2023 | 16 |
ESL Trust Services, LLC | 16 | 16 | 0.11% | 0.18% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Stonehage Fleming Financial Services Holdings Ltd | 16 | 16 | 0.00% | 0.20% | 0.37% | Q1 2016 | Q4 2019 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.08% | 1.54% | 3.12% | Q2 2013 | Q1 2017 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.56% | 1.41% | 4.38% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.68% | 2.33% | 3.29% | Q3 2019 | Q3 2023 | 16 |
Efficient Market Advisors, LLC | 16 | 16 | 3.20% | 4.66% | 6.05% | Q2 2013 | Q1 2017 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.07% | 0.19% | 0.47% | Q4 2019 | Q3 2023 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 1.10% | 1.74% | 2.19% | Q4 2019 | Q3 2023 | 16 |
Seven Springs Wealth Group, LLC | 16 | 16 | 0.04% | 6.75% | 9.70% | Q4 2019 | Q3 2023 | 16 |
Kathmere Capital Management, LLC | 16 | 16 | 2.06% | 2.73% | 3.73% | Q4 2019 | Q3 2023 | 16 |
CHATHAM CAPITAL GROUP, INC. | 11 | 5 | 0.04% | 1.59% | 5.43% | Q4 2017 | Q4 2021 | 16 |
Heartwood Wealth Advisors LLC | 16 | 16 | 0.17% | 0.82% | 8.32% | Q4 2019 | Q3 2023 | 16 |
CONDOR CAPITAL MANAGEMENT | 11 | 5 | 0.03% | 0.13% | 0.62% | Q2 2013 | Q4 2022 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Modus Advisors, LLC | 16 | 16 | 0.10% | 0.32% | 1.47% | Q4 2019 | Q3 2023 | 16 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 16 | 16 | 0.32% | 2.28% | 5.49% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 0.19% | 1.09% | 1.95% | Q4 2019 | Q3 2023 | 16 |
Austin Private Wealth, LLC | 16 | 16 | 0.93% | 1.60% | 2.40% | Q4 2019 | Q3 2023 | 16 |
Riggs Asset Managment Co. Inc. | 8 | 3 | 0.00% | 0.11% | 0.37% | Q1 2017 | Q3 2022 | 16 |
DAVIDSON INVESTMENT ADVISORS | 16 | 16 | 0.10% | 0.63% | 1.12% | Q4 2019 | Q3 2023 | 16 |
Walkner Condon Financial Advisors LLC | 16 | 16 | 0.35% | 1.33% | 2.65% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
FSA Wealth Management LLC | 16 | 16 | 0.90% | 3.07% | 3.97% | Q4 2019 | Q3 2023 | 16 |
CERTUITY, LLC | 16 | 16 | 0.10% | 0.34% | 0.61% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.10% | 0.36% | 0.65% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.14% | 0.29% | 0.35% | Q4 2019 | Q3 2023 | 16 |
LPWM LLC | 16 | 16 | 0.56% | 2.68% | 5.94% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.34% | 0.53% | 0.74% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Bank of Marin | 16 | 16 | 0.36% | 0.92% | 1.23% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
LWS Wealth Advisors, Inc. | 16 | 16 | 0.34% | 1.40% | 1.86% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.51% | 0.63% | 0.87% | Q2 2013 | Q1 2017 | 16 |
Key FInancial Inc | 16 | 16 | 0.17% | 0.23% | 0.33% | Q4 2019 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.06% | 0.49% | 1.29% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.10% | 1.72% | 2.27% | Q4 2019 | Q3 2023 | 16 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.22% | 0.37% | 0.52% | Q4 2019 | Q3 2023 | 16 |
TOBIAS FINANCIAL ADVISORS, INC. | 16 | 16 | 0.11% | 1.92% | 2.57% | Q4 2019 | Q3 2023 | 16 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 0.70% | 1.35% | 2.13% | Q4 2019 | Q3 2023 | 16 |
Marotta Asset Management | 13 | 3 | 4.62% | 6.04% | 6.95% | Q4 2019 | Q4 2023 | 16 |
Strategic Financial Planning, Inc. | 16 | 16 | 0.71% | 7.34% | 11.14% | Q4 2019 | Q3 2023 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.36% | 1.07% | 1.70% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.48% | 0.84% | 1.45% | Q4 2019 | Q3 2023 | 16 |
EagleClaw Capital Managment, LLC | 16 | 16 | 0.05% | 0.09% | 0.11% | Q2 2019 | Q1 2023 | 16 |
Emerald Advisors, LLC | 16 | 16 | 0.11% | 0.19% | 0.48% | Q4 2019 | Q3 2023 | 16 |
Sharkey, Howes & Javer | 16 | 16 | 0.01% | 0.02% | 0.07% | Q1 2015 | Q4 2018 | 16 |
Financial Engines Advisors L.L.C. | 15 | 1 | 0.00% | 1.43% | 2.09% | Q1 2018 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.38% | 1.52% | 3.53% | Q4 2019 | Q3 2023 | 16 |
Man Group plc | 8 | 8 | 0.00% | 0.11% | 0.38% | Q1 2018 | Q1 2022 | 16 |
FISHMAN JAY A LTD/MI | 15 | 1 | 0.05% | 0.08% | 0.10% | Q2 2016 | Q2 2020 | 16 |
Wade Financial Advisory, Inc | 16 | 16 | 0.93% | 1.26% | 1.81% | Q4 2019 | Q3 2023 | 16 |
HBC Financial Services, PLLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.11% | 0.25% | 0.52% | Q4 2019 | Q3 2023 | 16 |
Berman Capital Advisors, LLC | 16 | 16 | 0.10% | 0.55% | 1.13% | Q4 2017 | Q3 2021 | 16 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 13 | 1 | 0.19% | 0.58% | 2.04% | Q4 2015 | Q3 2023 | 16 |
FARR MILLER & WASHINGTON LLC/DC | 14 | 2 | 0.14% | 0.17% | 0.18% | Q4 2014 | Q4 2018 | 16 |
Affinity Capital Advisors, LLC | 16 | 16 | 0.11% | 0.23% | 0.50% | Q4 2019 | Q3 2023 | 16 |
Verity Asset Management, Inc. | 5 | 2 | 0.16% | 0.94% | 2.29% | Q2 2016 | Q1 2022 | 16 |
WOLVERINE ASSET MANAGEMENT LLC | 14 | 1 | 0.00% | 0.09% | 0.22% | Q3 2013 | Q2 2019 | 16 |
HARBOUR INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.30% | 0.54% | 0.93% | Q4 2014 | Q3 2018 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.81% | 1.34% | 1.57% | Q4 2019 | Q3 2023 | 16 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.12% | 5.87% | 13.34% | Q4 2014 | Q3 2023 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 1.03% | 1.44% | 2.21% | Q4 2019 | Q3 2023 | 16 |
VIRIDIAN RIA, LLC | 14 | 2 | 3.76% | 5.70% | 6.25% | Q1 2018 | Q1 2022 | 16 |
55I, LLC | 16 | 16 | 0.11% | 0.33% | 0.86% | Q4 2018 | Q3 2022 | 16 |
ATWOOD & PALMER INC | 7 | 1 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2022 | 16 |
Cordant, Inc. | 16 | 16 | 5.62% | 6.49% | 7.78% | Q4 2019 | Q3 2023 | 16 |
Pathway Financial Advisors LLC | 8 | 3 | 0.08% | 0.33% | 0.54% | Q4 2017 | Q3 2023 | 16 |
Asset Allocation & Management Company, LLC | 16 | 16 | 1.13% | 2.04% | 3.14% | Q4 2019 | Q3 2023 | 16 |
BEAM WEALTH ADVISORS, INC. | 16 | 16 | 0.22% | 0.36% | 0.51% | Q4 2019 | Q3 2023 | 16 |
Atlantic Union Bankshares Corp | 15 | 1 | 0.01% | 0.05% | 0.08% | Q1 2014 | Q3 2023 | 16 |
GRIFFIN ASSET MANAGEMENT, INC. | 16 | 16 | 0.03% | 0.05% | 0.07% | Q3 2017 | Q2 2021 | 16 |
Clearshares LLC | 9 | 2 | 2.02% | 3.85% | 4.93% | Q4 2017 | Q4 2021 | 15 |
Family Management Corp | 9 | 1 | 0.00% | 0.29% | 0.54% | Q2 2014 | Q4 2022 | 15 |
NIPPON LIFE INSURANCE CO | 15 | 15 | 0.40% | 1.20% | 1.61% | Q2 2013 | Q4 2016 | 15 |
Live Your Vision, LLC | 10 | 5 | 0.00% | 0.18% | 1.12% | Q4 2014 | Q1 2019 | 15 |
BECK MACK & OLIVER LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2022 | 15 |
Daniel Devine & Co | 15 | 15 | 0.31% | 0.51% | 0.70% | Q4 2014 | Q2 2018 | 15 |
KEMPER Corp | 15 | 15 | 1.55% | 2.03% | 2.85% | Q3 2013 | Q1 2017 | 15 |
Jefferies Group LLC | 8 | 1 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q1 2018 | 15 |
JAMES INVESTMENT RESEARCH INC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2020 | 15 |
AdvicePeriod, LLC | 15 | 15 | 6.98% | 9.02% | 11.69% | Q4 2017 | Q2 2021 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.27% | 0.38% | 0.56% | Q2 2013 | Q4 2016 | 15 |
Perpetual Ltd | 10 | 1 | 0.23% | 2.79% | 8.49% | Q1 2013 | Q3 2020 | 15 |
AVIANCE CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.04% | 0.43% | 1.24% | Q3 2015 | Q1 2019 | 15 |
KAYS FINANCIAL ADVISORY CORP /ADV | 12 | 3 | 0.04% | 0.14% | 0.21% | Q4 2013 | Q3 2020 | 15 |
Jaffetilchin Investment Partners, LLC | 14 | 1 | 0.04% | 0.06% | 0.16% | Q1 2018 | Q3 2023 | 15 |
BigSur Wealth Management LLC | 15 | 15 | 0.68% | 0.87% | 1.13% | Q1 2020 | Q3 2023 | 15 |
Brown Advisory Securities, LLC | 13 | 1 | 0.03% | 0.11% | 0.19% | Q2 2014 | Q2 2021 | 15 |
GILL CAPITAL PARTNERS, LLC | 15 | 15 | 0.17% | 0.36% | 0.75% | Q2 2020 | Q4 2023 | 15 |
WESCAP Management Group, Inc. | 15 | 15 | 0.34% | 0.59% | 1.08% | Q1 2020 | Q3 2023 | 15 |
HM Capital Management, LLC | 11 | 4 | 0.15% | 0.79% | 4.40% | Q2 2013 | Q1 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.41% | 0.48% | 0.54% | Q1 2020 | Q3 2023 | 15 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 3 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q2 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.26% | 0.64% | 0.86% | Q2 2016 | Q4 2019 | 15 |
Strategic Wealth Partners Group, LLC | 9 | 6 | 0.06% | 0.12% | 0.23% | Q4 2019 | Q3 2023 | 15 |
O'Brien Wealth Partners LLC | 15 | 15 | 0.17% | 0.44% | 1.17% | Q4 2015 | Q2 2019 | 15 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.50% | 0.73% | 1.37% | Q1 2020 | Q3 2023 | 15 |
DOW CHEMICAL CO /DE/ | 15 | 15 | 1.82% | 2.27% | 2.53% | Q2 2013 | Q4 2016 | 15 |
Halpern Financial, Inc. | 13 | 2 | 0.00% | 0.93% | 2.58% | Q4 2019 | Q3 2023 | 15 |
STEVENS CAPITAL MANAGEMENT LP | 8 | 1 | 0.02% | 0.07% | 0.14% | Q3 2013 | Q4 2018 | 15 |
AUA CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.06% | 0.20% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.34% | 0.59% | 0.72% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Ferris Capital, LLC | 8 | 3 | 0.06% | 0.09% | 0.11% | Q1 2018 | Q1 2022 | 15 |
RPTC Inc. | 11 | 4 | 0.21% | 1.02% | 3.42% | Q3 2017 | Q3 2023 | 15 |
PICTET ASSET MANAGEMENT LTD | 6 | 3 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2021 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.09% | 0.12% | 0.18% | Q1 2020 | Q3 2023 | 15 |
LUCAS CAPITAL MANAGEMENT | 15 | 15 | 0.24% | 1.33% | 2.05% | Q3 2016 | Q1 2020 | 15 |
McCollum Christoferson Group LLC | 7 | 4 | 0.05% | 0.07% | 0.11% | Q4 2017 | Q1 2022 | 15 |
Monument Capital Management | 12 | 1 | 0.06% | 0.58% | 1.26% | Q3 2018 | Q1 2023 | 15 |
SWS Partners | 5 | 1 | 0.62% | 0.80% | 0.98% | Q4 2017 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
West Coast Financial LLC | 7 | 1 | 0.03% | 0.13% | 0.44% | Q2 2013 | Q2 2023 | 15 |
FOSTER & MOTLEY INC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Selective Wealth Management, Inc. | 14 | 1 | 0.06% | 0.15% | 0.26% | Q3 2019 | Q2 2023 | 15 |
Graves Light Lenhart Wealth, Inc. | 15 | 15 | 0.04% | 0.08% | 0.09% | Q4 2018 | Q2 2022 | 15 |
OKABENA INVESTMENT SERVICES INC | 14 | 1 | 0.06% | 6.12% | 9.57% | Q4 2019 | Q3 2023 | 15 |
9258 Wealth Management, LLC | 15 | 15 | 0.04% | 0.14% | 0.27% | Q4 2019 | Q2 2023 | 15 |
TrinityPoint Wealth, LLC | 15 | 15 | 0.06% | 0.25% | 1.36% | Q4 2018 | Q2 2022 | 15 |
Outlook Wealth Advisors, LLC | 10 | 5 | 0.14% | 0.29% | 0.41% | Q4 2018 | Q3 2022 | 15 |
Inscription Capital, LLC | 13 | 2 | 0.01% | 0.30% | 1.00% | Q4 2018 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.07% | 0.38% | 2.11% | Q2 2013 | Q4 2016 | 15 |
Red Door Wealth Management, LLC | 15 | 15 | 0.17% | 0.36% | 0.53% | Q1 2020 | Q3 2023 | 15 |
HBW ADVISORY SERVICES LLC | 14 | 1 | 0.22% | 0.36% | 0.62% | Q4 2019 | Q3 2023 | 15 |
ARBOR TRUST WEALTH ADVISORS, LLC | 12 | 3 | 0.70% | 0.91% | 1.13% | Q4 2019 | Q3 2023 | 15 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 7 | 0.00% | 0.08% | 0.30% | Q4 2019 | Q3 2023 | 15 |
SkyOak Wealth, LLC | 14 | 1 | 0.31% | 0.64% | 1.02% | Q4 2019 | Q3 2023 | 15 |
First Citizens Financial Corp | 13 | 2 | 2.44% | 3.80% | 4.87% | Q4 2019 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 1.92% | 2.46% | 3.07% | Q1 2020 | Q4 2023 | 15 |
CVA Family Office, LLC | 15 | 15 | 0.04% | 0.38% | 2.62% | Q1 2020 | Q3 2023 | 15 |
Powell Investment Advisors, LLC | 9 | 6 | 2.43% | 3.69% | 5.29% | Q4 2019 | Q3 2023 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 1.11% | 1.64% | 2.35% | Q4 2019 | Q3 2023 | 15 |
Petix & Botte Co | 12 | 3 | 0.26% | 0.46% | 0.78% | Q4 2019 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.32% | 0.49% | 0.63% | Q4 2019 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.46% | 1.11% | 1.66% | Q1 2020 | Q3 2023 | 15 |
Axiom Financial Strategies, LLC | 15 | 15 | 1.97% | 4.70% | 8.12% | Q1 2020 | Q3 2023 | 15 |
Heritage Wealth Advisors | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
True North Advisors, LLC | 12 | 2 | 0.06% | 0.09% | 0.16% | Q4 2019 | Q3 2023 | 14 |
Harbor Advisors LLC | 14 | 14 | 0.09% | 0.12% | 0.16% | Q2 2017 | Q3 2020 | 14 |
Almanack Investment Partners, LLC. | 4 | 1 | 0.03% | 0.11% | 0.44% | Q4 2016 | Q2 2022 | 14 |
Northwest Bancshares, Inc. | 14 | 14 | 0.04% | 0.11% | 0.18% | Q2 2020 | Q3 2023 | 14 |
RMR Wealth Builders | 13 | 1 | 0.04% | 0.36% | 0.71% | Q4 2019 | Q2 2023 | 14 |
Northstar Group, Inc. | 11 | 3 | 0.18% | 0.37% | 0.64% | Q4 2014 | Q4 2019 | 14 |
Fund Evaluation Group, LLC | 13 | 1 | 0.06% | 0.08% | 0.18% | Q2 2013 | Q1 2023 | 14 |
Bernicke Wealth Management, Ltd. | 14 | 14 | 0.32% | 0.59% | 1.65% | Q4 2014 | Q1 2018 | 14 |
HILLTOP WEALTH ADVISORS, LLC | 14 | 14 | 2.49% | 4.23% | 5.62% | Q2 2020 | Q3 2023 | 14 |
Alaska Permanent Fund Corp | 12 | 2 | 3.23% | 5.17% | 8.33% | Q1 2020 | Q3 2023 | 14 |
VANTAGEPOINT INVESTMENT ADVISERS LLC | 13 | 1 | 0.00% | 86.44% | 100.00% | Q4 2013 | Q2 2022 | 14 |
Arvest Bank Trust Division | 14 | 14 | 0.62% | 1.00% | 1.75% | Q2 2018 | Q3 2021 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.02% | 0.16% | 0.45% | Q4 2016 | Q1 2020 | 14 |
Zions Bancorporation | 13 | 1 | 0.26% | 0.47% | 0.90% | Q1 2015 | Q3 2018 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.52% | 0.64% | 0.91% | Q1 2017 | Q2 2020 | 14 |
Braver Wealth Management, LLC | 8 | 6 | 0.07% | 0.47% | 1.39% | Q2 2013 | Q4 2016 | 14 |
RAY GERALD L & ASSOCIATES LTD | 14 | 14 | 0.03% | 0.27% | 0.48% | Q2 2013 | Q3 2016 | 14 |
Costello Asset Management, INC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
THOMAS WHITE INTERNATIONAL LTD | 11 | 1 | 0.00% | 0.01% | 0.08% | Q2 2015 | Q2 2023 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.09% | 0.14% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Bridgewater Advisors Inc. | 11 | 3 | 0.12% | 0.31% | 0.58% | Q4 2013 | Q3 2023 | 14 |
DeGreen Capital Management LLC | 6 | 3 | 0.88% | 6.82% | 10.74% | Q1 2016 | Q4 2019 | 14 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.00% | 0.10% | 0.56% | Q2 2013 | Q4 2022 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.18% | 0.31% | 0.49% | Q4 2019 | Q3 2023 | 14 |
Orbitronix, LP | 7 | 7 | 0.74% | 3.90% | 12.58% | Q4 2014 | Q2 2016 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.02% | 0.15% | 0.32% | Q4 2018 | Q1 2022 | 14 |
Live Oak Private Wealth LLC | 14 | 14 | 0.08% | 0.11% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Twin Tree Management, LP | 5 | 1 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q1 2023 | 14 |
Argent Advisors, Inc. | 13 | 1 | 0.02% | 0.14% | 0.28% | Q4 2019 | Q3 2023 | 14 |
Evolution Wealth Advisors, LLC | 12 | 2 | 0.02% | 0.04% | 0.11% | Q4 2018 | Q2 2022 | 14 |
Van Hulzen Asset Management, LLC | 9 | 1 | 0.03% | 0.36% | 1.01% | Q3 2016 | Q2 2022 | 14 |
Sunflower Bank, N.A. | 14 | 14 | 2.06% | 2.52% | 4.04% | Q2 2020 | Q3 2023 | 14 |
Enterprise Bank & Trust Co | 10 | 4 | 0.08% | 0.25% | 0.65% | Q4 2019 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
Steinberg Global Asset Management | 6 | 2 | 0.05% | 0.59% | 1.16% | Q2 2013 | Q3 2018 | 14 |
Venturi Wealth Management, LLC | 10 | 1 | 0.02% | 0.96% | 2.15% | Q2 2017 | Q3 2023 | 14 |
Crescent Grove Advisors, LLC | 14 | 14 | 0.04% | 0.14% | 0.28% | Q2 2020 | Q3 2023 | 14 |
Randolph Co Inc | 8 | 1 | 1.55% | 2.66% | 3.75% | Q4 2016 | Q2 2021 | 14 |
Alaska Permanent Capital Management | 14 | 14 | 0.08% | 5.92% | 9.92% | Q2 2013 | Q3 2016 | 14 |
United Bank | 14 | 14 | 1.36% | 2.63% | 3.32% | Q4 2016 | Q1 2020 | 14 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 14 | 14 | 0.27% | 0.34% | 0.45% | Q2 2020 | Q3 2023 | 14 |
BKS ADVISORS, LLC | 14 | 14 | 0.70% | 0.82% | 0.91% | Q4 2015 | Q1 2019 | 14 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 14 | 14 | 0.12% | 1.21% | 3.97% | Q2 2020 | Q3 2023 | 14 |
Wealth Advisory Solutions, LLC | 8 | 6 | 0.00% | 1.03% | 1.49% | Q4 2019 | Q2 2023 | 14 |
RIVER GLOBAL INVESTORS LLP | 8 | 1 | 0.02% | 0.73% | 1.50% | Q4 2014 | Q4 2018 | 14 |
RWA WEALTH PARTNERS, LLC | 6 | 1 | 0.02% | 0.67% | 2.12% | Q1 2017 | Q3 2023 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 0.39% | 0.45% | 0.66% | Q2 2020 | Q3 2023 | 14 |
Friedenthal Financial | 10 | 1 | 0.15% | 0.36% | 0.58% | Q4 2013 | Q1 2023 | 14 |
Praetorian Wealth Management, Inc. | 14 | 14 | 2.91% | 3.24% | 3.49% | Q2 2020 | Q3 2023 | 14 |
Lee Financial Co | 8 | 1 | 0.00% | 0.03% | 0.15% | Q2 2017 | Q3 2023 | 14 |
Financial Insights, Inc. | 10 | 1 | 0.17% | 0.38% | 1.26% | Q4 2018 | Q3 2023 | 14 |
Cardinal Strategic Wealth Guidance | 8 | 1 | 0.02% | 0.11% | 0.23% | Q4 2019 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.00% | 1.76% | 4.29% | Q4 2013 | Q1 2017 | 14 |
Richard P Slaughter Associates Inc | 13 | 1 | 0.09% | 1.64% | 2.59% | Q4 2019 | Q4 2023 | 14 |
Southern Wealth Management, LLP | 14 | 14 | 0.05% | 0.79% | 1.80% | Q4 2019 | Q1 2023 | 14 |
Opes Wealth Management LLC | 14 | 14 | 0.74% | 1.54% | 2.52% | Q2 2020 | Q3 2023 | 14 |
Parcion Private Wealth LLC | 14 | 14 | 0.10% | 0.62% | 1.34% | Q4 2019 | Q1 2023 | 14 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10 | 4 | 0.05% | 0.09% | 0.13% | Q1 2020 | Q3 2023 | 14 |
Moneda S.A. Administradora General de Fondos | 14 | 14 | 0.27% | 0.74% | 1.89% | Q4 2019 | Q1 2023 | 14 |
ROBINSON CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 14 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 9 | 5 | 0.07% | 0.23% | 0.41% | Q1 2020 | Q3 2023 | 14 |
Violich Capital Management, Inc. | 11 | 3 | 0.06% | 0.16% | 0.41% | Q2 2013 | Q3 2023 | 14 |
Cribstone Capital Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q4 2022 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.02% | 0.17% | 1.18% | Q2 2013 | Q3 2016 | 14 |
TBH Global Asset Management, LLC | 10 | 4 | 0.06% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 14 |
CAPITAL INSIGHT PARTNERS, LLC | 14 | 14 | 0.09% | 0.42% | 0.71% | Q2 2020 | Q3 2023 | 14 |
Castle Rock Wealth Management, LLC | 7 | 1 | 0.04% | 0.30% | 0.64% | Q1 2019 | Q1 2023 | 14 |
Retirement Group, LLC | 9 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 14 |
HCR Wealth Advisors | 11 | 2 | 0.10% | 0.79% | 1.14% | Q1 2018 | Q3 2023 | 13 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 1 | 0.08% | 0.12% | 0.22% | Q4 2017 | Q3 2023 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 13 |
All Terrain Financial Advisors, LLC | 9 | 1 | 0.08% | 0.14% | 0.42% | Q4 2017 | Q4 2022 | 13 |
Founders Capital Management | 7 | 6 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q4 2023 | 13 |
Arlington Partners LLC | 5 | 1 | 0.01% | 0.14% | 0.36% | Q1 2019 | Q2 2023 | 13 |
Single Point Partners, LLC | 6 | 1 | 0.90% | 1.44% | 2.14% | Q4 2019 | Q3 2023 | 13 |
McQueen, Ball & Associates Inc. | 13 | 13 | 0.19% | 0.24% | 0.29% | Q4 2015 | Q4 2018 | 13 |
CGN Advisors LLC | 13 | 13 | 0.49% | 0.95% | 1.44% | Q4 2020 | Q4 2023 | 13 |
PHH Investments, Ltd. | 13 | 13 | 0.36% | 0.98% | 2.08% | Q4 2016 | Q4 2019 | 13 |
Simply Money Advisors | 13 | 13 | 0.00% | 2.85% | 4.73% | Q2 2013 | Q2 2016 | 13 |
Korea Investment CORP | 13 | 13 | 0.05% | 0.24% | 0.58% | Q4 2017 | Q4 2020 | 13 |
BLUESTEIN R H & CO LLC | 13 | 13 | 0.03% | 0.07% | 0.20% | Q3 2019 | Q3 2022 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.11% | 1.02% | 3.70% | Q2 2013 | Q2 2016 | 13 |
TAP Consulting, LLC | 12 | 1 | 0.06% | 0.60% | 1.92% | Q1 2019 | Q2 2022 | 13 |
Cairn Investment Group, Inc. | 13 | 13 | 4.95% | 8.35% | 10.76% | Q3 2020 | Q3 2023 | 13 |
Schneider Downs Wealth Management Advisors, LP | 7 | 3 | 0.06% | 0.15% | 0.26% | Q3 2016 | Q1 2022 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.14% | 0.24% | 0.48% | Q2 2013 | Q2 2016 | 13 |
Truadvice, LLC | 13 | 13 | 0.23% | 0.71% | 1.78% | Q3 2020 | Q3 2023 | 13 |
RETIREMENT INCOME SOLUTIONS, INC | 8 | 5 | 0.06% | 0.12% | 0.19% | Q1 2019 | Q3 2023 | 13 |
WAFRA INC. | 13 | 13 | 4.80% | 7.24% | 8.97% | Q3 2016 | Q3 2019 | 13 |
Nan Shan Life Insurance Co., Ltd. | 13 | 13 | 0.08% | 0.29% | 0.57% | Q3 2016 | Q3 2019 | 13 |
BCS Wealth Management | 6 | 1 | 0.19% | 1.92% | 2.99% | Q4 2019 | Q3 2023 | 13 |
Americana Partners, LLC | 9 | 4 | 0.03% | 0.15% | 0.33% | Q4 2019 | Q3 2023 | 13 |
Jackson Creek Investment Advisors LLC | 13 | 13 | 0.11% | 0.22% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Robertson Stephens Wealth Management, LLC | 11 | 1 | 0.07% | 0.12% | 0.16% | Q3 2019 | Q3 2023 | 13 |
BANK OF NOVA SCOTIA TRUST CO | 13 | 13 | 0.03% | 0.09% | 0.16% | Q2 2013 | Q2 2016 | 13 |
Ackerman Capital Advisors, LLC | 13 | 13 | 0.07% | 0.46% | 1.99% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.08% | 0.12% | 0.16% | Q3 2020 | Q3 2023 | 13 |
SECURIAN ASSET MANAGEMENT, INC | 13 | 13 | 0.41% | 10.45% | 26.84% | Q2 2010 | Q2 2013 | 13 |
Guidant Wealth Advisors | 13 | 13 | 5.27% | 7.14% | 10.72% | Q3 2016 | Q3 2019 | 13 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.10% | 1.06% | Q4 2016 | Q3 2023 | 13 |
Cooper Financial Group | 10 | 3 | 0.06% | 0.10% | 0.17% | Q1 2020 | Q3 2023 | 13 |
ARROW FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 13 |
Frisch Financial Group, Inc. | 6 | 1 | 0.09% | 2.56% | 5.69% | Q4 2018 | Q1 2023 | 13 |
Tillar-Wenstrup Advisors, LLC | 7 | 1 | 0.97% | 2.19% | 2.89% | Q4 2013 | Q4 2019 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.14% | 0.24% | 0.32% | Q3 2020 | Q3 2023 | 13 |
SP Asset Management | 13 | 13 | 0.18% | 0.30% | 0.47% | Q3 2019 | Q3 2022 | 13 |
PRINCIPAL FINANCIAL GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 13 |
Lehman & Derafelo Financial Resources LLC | 11 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2022 | 13 |
FC Advisory LLC | 11 | 2 | 0.09% | 0.23% | 0.33% | Q1 2015 | Q4 2023 | 13 |
ING GROEP NV | 9 | 4 | 0.01% | 0.34% | 1.87% | Q1 2013 | Q3 2023 | 13 |
Wiser Wealth Management, Inc | 13 | 13 | 0.09% | 2.06% | 3.14% | Q4 2020 | Q4 2023 | 13 |
KG&L Capital Management,LLC | 13 | 13 | 0.11% | 0.13% | 0.15% | Q3 2020 | Q3 2023 | 13 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 13 | 13 | 0.01% | 0.09% | 0.32% | Q1 2013 | Q1 2016 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 0.01% | 0.05% | 0.09% | Q2 2019 | Q2 2022 | 13 |
AVITY INVESTMENT MANAGEMENT INC. | 5 | 1 | 0.02% | 0.05% | 0.09% | Q2 2014 | Q4 2021 | 13 |
MorganRosel Wealth Management, LLC | 13 | 13 | 0.12% | 0.86% | 3.19% | Q3 2020 | Q3 2023 | 13 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 8 | 5 | 0.01% | 0.18% | 0.60% | Q1 2018 | Q2 2022 | 13 |
Your Advocates Ltd., LLP | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
Financial Strategies Group, Inc. | 13 | 13 | 0.22% | 0.70% | 1.49% | Q3 2020 | Q3 2023 | 13 |
GENERAL ELECTRIC CO | 13 | 13 | 0.06% | 0.13% | 0.23% | Q2 2013 | Q2 2016 | 13 |
LAKE STREET PRIVATE WEALTH, LLC | 12 | 1 | 0.13% | 0.18% | 0.23% | Q4 2019 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.04% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.00% | 0.09% | 0.30% | Q2 2017 | Q2 2020 | 13 |
Aprio Wealth Management, LLC | 10 | 3 | 0.82% | 1.56% | 3.85% | Q2 2020 | Q3 2023 | 13 |
American Trust Investment Advisors, LLC | 7 | 1 | 0.14% | 1.13% | 2.35% | Q4 2014 | Q4 2020 | 13 |
Capital Bank & Trust Co | 11 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 13 |
Sanctuary Wealth Management, L.L.C. | 9 | 1 | 0.01% | 2.06% | 9.13% | Q1 2010 | Q3 2023 | 13 |
Weyland Capital Management, LLC | 13 | 13 | 4.79% | 8.46% | 10.41% | Q2 2013 | Q2 2016 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.04% | 0.08% | 0.21% | Q3 2020 | Q3 2023 | 13 |
WFA of San Diego, LLC | 11 | 2 | 0.01% | 0.77% | 1.24% | Q2 2020 | Q3 2023 | 13 |
McAdam, LLC | 10 | 3 | 0.02% | 0.16% | 0.36% | Q1 2018 | Q3 2023 | 13 |
LFA - Lugano Financial Advisors SA | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
CABOT WEALTH MANAGEMENT INC | 7 | 1 | 0.04% | 0.10% | 0.27% | Q2 2013 | Q3 2018 | 13 |
CEDAR HILL ASSOCIATES, LLC | 13 | 13 | 1.03% | 1.51% | 2.82% | Q4 2015 | Q4 2018 | 13 |
Stokes & Hubbell Capital Management, LLC | 12 | 1 | 0.16% | 0.85% | 1.22% | Q3 2015 | Q1 2019 | 13 |
Visionary Wealth Advisors | 8 | 1 | 0.02% | 0.13% | 0.32% | Q4 2019 | Q3 2023 | 13 |
NORTH AMERICAN MANAGEMENT CORP | 13 | 13 | 0.03% | 0.07% | 0.10% | Q3 2015 | Q3 2018 | 13 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 12 | 1 | 0.07% | 1.23% | 2.14% | Q4 2019 | Q3 2023 | 13 |
SYM FINANCIAL Corp | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Efficient Advisors, LLC | 12 | 1 | 0.04% | 1.29% | 2.26% | Q2 2016 | Q3 2023 | 13 |
Aberdeen Wealth Management LLC | 8 | 2 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.46% | 0.74% | 0.86% | Q2 2013 | Q2 2016 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.04% | 0.12% | 0.18% | Q3 2020 | Q3 2023 | 13 |
AXIS CAPITAL HOLDINGS LTD | 13 | 13 | 2.50% | 3.98% | 6.54% | Q2 2013 | Q2 2016 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.37% | 0.44% | 0.50% | Q3 2020 | Q3 2023 | 13 |
Aurora Private Wealth, Inc. | 7 | 6 | 0.09% | 0.18% | 0.34% | Q4 2019 | Q1 2023 | 13 |
Lion Street Advisors, LLC | 5 | 4 | 0.12% | 0.58% | 1.70% | Q4 2019 | Q3 2023 | 13 |
Facet Wealth, Inc. | 12 | 12 | 2.26% | 4.45% | 5.80% | Q4 2020 | Q3 2023 | 12 |
Fullen Financial Group | 12 | 12 | 2.96% | 3.22% | 3.39% | Q2 2020 | Q1 2023 | 12 |
BRAVE ASSET MANAGEMENT INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2016 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 1.31% | 1.57% | 1.89% | Q4 2020 | Q3 2023 | 12 |
MARCO INVESTMENT MANAGEMENT LLC | 8 | 4 | 0.01% | 0.08% | 0.34% | Q3 2013 | Q3 2017 | 12 |
Corundum Group, Inc. | 12 | 12 | 0.25% | 0.46% | 0.63% | Q3 2020 | Q2 2023 | 12 |
StoneX Group Inc. | 9 | 3 | 0.08% | 0.12% | 0.20% | Q4 2019 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.09% | 0.29% | 0.62% | Q4 2020 | Q3 2023 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.08% | 0.16% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.00% | 0.05% | 0.07% | Q2 2013 | Q1 2016 | 12 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Pointe Capital Management LLC | 11 | 1 | 0.18% | 0.26% | 0.31% | Q1 2018 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.23% | 0.50% | 0.71% | Q4 2020 | Q3 2023 | 12 |
Spectrum Management Group, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2020 | 12 |
Wealthgate Family Office, LLC | 12 | 12 | 4.93% | 9.52% | 13.54% | Q4 2020 | Q3 2023 | 12 |
Eudaimonia Partners, LLC | 8 | 1 | 0.02% | 0.54% | 1.11% | Q4 2019 | Q1 2023 | 12 |
Mosaic Advisors LLC | 12 | 12 | 0.90% | 2.99% | 5.72% | Q4 2020 | Q3 2023 | 12 |
Zeit Capital LLC | 12 | 12 | 4.97% | 5.46% | 5.85% | Q4 2020 | Q3 2023 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.00% | 0.04% | 0.11% | Q4 2020 | Q3 2023 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.36% | 0.52% | 0.69% | Q2 2013 | Q1 2016 | 12 |
Sage Advisory Services, Ltd.Co. | 7 | 1 | 0.75% | 4.39% | 10.11% | Q2 2013 | Q1 2018 | 12 |
Ironsides Asset Advisors, LLC | 5 | 1 | 0.08% | 0.37% | 2.19% | Q3 2014 | Q3 2020 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 3.30% | 3.72% | 3.90% | Q4 2020 | Q3 2023 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 0.06% | 0.31% | 1.43% | Q4 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.02% | 1.47% | 3.55% | Q4 2020 | Q3 2023 | 12 |
Hemington Wealth Management | 12 | 12 | 2.17% | 3.04% | 4.29% | Q4 2020 | Q3 2023 | 12 |
Price Wealth, LLC | 12 | 12 | 0.62% | 1.68% | 3.36% | Q4 2017 | Q3 2020 | 12 |
B. Riley Financial, Inc. | 12 | 12 | 0.59% | 0.83% | 1.20% | Q4 2015 | Q3 2018 | 12 |
ANDERSON HOAGLAND & CO | 12 | 12 | 4.40% | 6.02% | 7.37% | Q4 2020 | Q3 2023 | 12 |
Falcon Wealth Planning | 12 | 12 | 0.59% | 4.54% | 6.62% | Q4 2020 | Q3 2023 | 12 |
EMERSON INVESTMENT MANAGEMENT, LLC | 12 | 12 | 2.43% | 4.11% | 4.90% | Q2 2013 | Q1 2016 | 12 |
WIT, LLC | 12 | 12 | 28.11% | 34.78% | 46.17% | Q4 2020 | Q3 2023 | 12 |
COOPER/HAIMS ADVISORS, LLC | 6 | 1 | 0.15% | 0.18% | 0.26% | Q1 2018 | Q3 2022 | 12 |
Community Bank & Trust, Waco, Texas | 9 | 3 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q2 2023 | 12 |
Lloyd Advisory Services, LLC. | 12 | 12 | 0.31% | 1.77% | 4.32% | Q4 2019 | Q3 2022 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 1.51% | 3.47% | 5.99% | Q4 2020 | Q3 2023 | 12 |
Roth Financial Partners LLC | 12 | 12 | 3.44% | 3.96% | 4.74% | Q4 2020 | Q3 2023 | 12 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.21% | 0.66% | 1.51% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.86% | 0.93% | 1.03% | Q4 2020 | Q3 2023 | 12 |
FIRST NATIONAL BANK SIOUX FALLS | 12 | 12 | 0.11% | 0.12% | 0.13% | Q4 2013 | Q3 2016 | 12 |
BRR OpCo, LLC | 9 | 3 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2022 | 12 |
Radnor Financial Advisors, LLC | 12 | 12 | 4.18% | 6.87% | 9.52% | Q4 2019 | Q3 2022 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.28% | 0.32% | 0.39% | Q4 2018 | Q3 2021 | 12 |
ECLECTIC ASSOCIATES INC /ADV | 12 | 12 | 0.65% | 0.87% | 1.10% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.18% | 0.24% | 0.35% | Q4 2020 | Q3 2023 | 12 |
PLANNING DIRECTIONS INC | 9 | 3 | 0.16% | 0.23% | 0.34% | Q1 2018 | Q2 2022 | 12 |
Foster Group, Inc. | 12 | 12 | 0.33% | 0.42% | 0.59% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Colonial Trust Advisors | 7 | 5 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 1.39% | 1.84% | 2.62% | Q4 2020 | Q3 2023 | 12 |
Guardian Wealth Advisors, LLC | 12 | 12 | 3.09% | 3.54% | 5.71% | Q4 2020 | Q3 2023 | 12 |
Sightline Wealth Advisors, LLC | 12 | 12 | 0.35% | 0.43% | 0.53% | Q4 2020 | Q3 2023 | 12 |
Beacon Financial Advisory LLC | 12 | 12 | 0.17% | 0.24% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Colony Family Offices, LLC | 12 | 12 | 2.78% | 4.86% | 7.58% | Q4 2020 | Q3 2023 | 12 |
Laird Norton Wetherby Trust Company, LLC | 12 | 12 | 3.08% | 5.87% | 10.41% | Q4 2020 | Q3 2023 | 12 |
Resolute Advisors LLC | 12 | 12 | 0.13% | 0.51% | 1.96% | Q4 2020 | Q3 2023 | 12 |
Alliance Wealth Advisors, LLC | 12 | 12 | 0.43% | 0.54% | 0.67% | Q4 2020 | Q3 2023 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.33% | 0.41% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Shamrock Asset Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
RPG Investment Advisory, LLC | 8 | 4 | 0.00% | 0.01% | 0.07% | Q2 2017 | Q3 2021 | 12 |
Newton One Investments LLC | 12 | 12 | 0.07% | 1.54% | 3.32% | Q4 2020 | Q3 2023 | 12 |
McClarren Financial Advisors, Inc. | 12 | 12 | 0.67% | 1.08% | 1.24% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.18% | 0.37% | 0.82% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 1.90% | 2.77% | 3.38% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.28% | 0.40% | 0.61% | Q4 2020 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 0.26% | 0.37% | 0.63% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Stearns Financial Services Group | 9 | 3 | 0.01% | 0.38% | 1.46% | Q2 2013 | Q3 2020 | 12 |
MACNEALY HOOVER INVESTMENT MANAGEMENT INC | 12 | 12 | 0.77% | 1.12% | 1.36% | Q4 2013 | Q3 2016 | 12 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 11 | 1 | 0.08% | 0.45% | 0.58% | Q2 2013 | Q3 2023 | 12 |
Fountainhead AM, LLC | 12 | 12 | 2.30% | 2.53% | 2.85% | Q4 2020 | Q3 2023 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.30% | 2.82% | 4.73% | Q4 2020 | Q3 2023 | 12 |
Arden Trust Co | 12 | 12 | 0.04% | 0.29% | 0.87% | Q2 2019 | Q1 2022 | 12 |
Latitude Advisors, LLC | 12 | 12 | 0.22% | 0.25% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Brown Financial Advisory | 12 | 12 | 0.21% | 0.54% | 2.93% | Q4 2020 | Q3 2023 | 12 |
Curran Financial Partners, LLC | 12 | 12 | 0.12% | 0.53% | 1.42% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.14% | 0.20% | 0.29% | Q1 2019 | Q1 2022 | 12 |
Oakwell Private Wealth Management, LLC | 12 | 12 | 2.10% | 7.59% | 10.55% | Q4 2020 | Q3 2023 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.49% | 0.68% | 1.03% | Q4 2020 | Q3 2023 | 12 |
Orin Green Financial, LLC | 12 | 12 | 2.10% | 2.54% | 3.56% | Q4 2020 | Q3 2023 | 12 |
Johnson Bixby & Associates, LLC | 12 | 12 | 1.24% | 2.22% | 3.41% | Q4 2020 | Q3 2023 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 0.30% | 0.46% | 0.61% | Q4 2020 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.05% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Veery Capital, LLC | 12 | 12 | 3.28% | 3.91% | 4.50% | Q4 2020 | Q3 2023 | 12 |
Syverson Strege & Co | 12 | 12 | 0.18% | 0.36% | 0.61% | Q4 2020 | Q3 2023 | 12 |
Bellwether Advisors, LLC | 12 | 12 | 0.07% | 0.13% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Highwater Wealth Management, LLC | 11 | 1 | 0.95% | 2.25% | 3.73% | Q3 2016 | Q3 2019 | 12 |
Trek Financial, LLC | 4 | 2 | 0.02% | 0.13% | 0.28% | Q4 2018 | Q3 2023 | 12 |
Gerstein Fisher | 7 | 1 | 0.03% | 0.12% | 0.26% | Q2 2013 | Q3 2016 | 12 |
PFS INVESTMENTS INC. | 10 | 2 | 0.01% | 0.06% | 0.29% | Q4 2017 | Q2 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 1.04% | 1.40% | 1.81% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.06% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Red Wave Investments LLC | 12 | 12 | 0.76% | 1.12% | 1.49% | Q4 2020 | Q3 2023 | 12 |
Connecticut Wealth Management, LLC | 5 | 1 | 0.02% | 0.14% | 0.29% | Q3 2016 | Q3 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 3.02% | 3.80% | 4.09% | Q4 2020 | Q3 2023 | 12 |
AGILIS PARTNERS LLC | 11 | 1 | 0.34% | 0.54% | 0.73% | Q4 2019 | Q3 2023 | 12 |
New Harbor Financial Group, LLC | 7 | 5 | 0.02% | 8.13% | 15.62% | Q2 2014 | Q3 2023 | 12 |
Emerson Wealth, LLC | 6 | 6 | 0.03% | 0.27% | 0.56% | Q4 2018 | Q2 2022 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.20% | 1.19% | 2.66% | Q4 2020 | Q3 2023 | 12 |
Kemper Corp Master Retirement Trust | 12 | 12 | 15.36% | 18.88% | 20.91% | Q2 2013 | Q1 2016 | 12 |
GP Brinson Investments LLC | 12 | 12 | 6.50% | 7.50% | 8.37% | Q1 2021 | Q4 2023 | 12 |
Cohen Investment Advisors LLC | 12 | 12 | 0.20% | 0.26% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.19% | 0.26% | 0.37% | Q4 2020 | Q3 2023 | 12 |
NORTHERN CAPITAL MANAGEMENT LLC | 12 | 12 | 0.82% | 1.20% | 2.07% | Q2 2013 | Q1 2016 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.24% | 0.70% | 1.09% | Q4 2020 | Q3 2023 | 12 |
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.69% | 2.82% | 13.47% | Q4 2020 | Q3 2023 | 12 |
Itau Unibanco Holding S.A. | 8 | 4 | 0.02% | 0.13% | 0.32% | Q3 2016 | Q4 2019 | 12 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 11 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 12 |
IBERIABANK CORP | 11 | 1 | 0.04% | 0.10% | 0.15% | Q2 2013 | Q2 2020 | 12 |
OAK FAMILY ADVISORS, LLC | 12 | 12 | 0.21% | 0.30% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.14% | 0.43% | 1.07% | Q4 2020 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.69% | 0.81% | 0.98% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.19% | 0.79% | 1.74% | Q4 2020 | Q3 2023 | 12 |
Pine Ridge Advisers LLC | 12 | 12 | 0.16% | 0.23% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Interchange Capital Partners, LLC | 12 | 12 | 0.29% | 0.58% | 0.76% | Q4 2020 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.23% | 0.67% | 0.93% | Q4 2020 | Q3 2023 | 12 |
Clear Harbor Asset Management, LLC | 9 | 1 | 0.00% | 0.08% | 0.14% | Q2 2014 | Q3 2023 | 12 |
LCM Capital Management Inc | 12 | 12 | 0.34% | 0.49% | 0.66% | Q4 2020 | Q3 2023 | 12 |
Counsel Portfolio Services Inc. | 12 | 12 | 0.62% | 1.34% | 2.36% | Q3 2013 | Q2 2016 | 12 |
Independent Portfolio Consultants, Inc. | 7 | 5 | 0.01% | 0.10% | 0.24% | Q2 2014 | Q2 2017 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.57% | 1.01% | 1.95% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
SHUFRO ROSE & CO LLC | 12 | 12 | 0.03% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.09% | 0.22% | 0.46% | Q4 2012 | Q3 2015 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.11% | 0.70% | 1.69% | Q4 2020 | Q3 2023 | 12 |
Addenda Capital Inc. | 12 | 12 | 0.66% | 0.72% | 0.78% | Q1 2014 | Q4 2016 | 12 |
SMH CAPITAL ADVISORS INC | 5 | 1 | 0.46% | 0.83% | 1.40% | Q4 2017 | Q2 2023 | 12 |
Bordeaux Wealth Advisors LLC | 12 | 12 | 0.69% | 1.29% | 2.27% | Q4 2020 | Q3 2023 | 12 |
SHEPHERD KAPLAN KROCHUK, LLC | 10 | 1 | 0.04% | 0.08% | 0.23% | Q2 2013 | Q3 2018 | 12 |
Hoover Financial Advisors, Inc. | 11 | 11 | 0.22% | 0.77% | 1.48% | Q4 2018 | Q2 2021 | 11 |
Eagle Bay Advisors LLC | 10 | 10 | 0.00% | 3.44% | 4.75% | Q2 2021 | Q3 2023 | 11 |
Virtu KCG Holdings LLC | 7 | 1 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q1 2017 | 11 |
Surevest, LLC | 6 | 5 | 0.11% | 0.64% | 1.72% | Q4 2018 | Q3 2022 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
WEST BANCORPORATION INC | 7 | 4 | 0.16% | 0.81% | 1.66% | Q4 2019 | Q2 2023 | 11 |
Fi3 FINANCIAL ADVISORS, LLC | 11 | 11 | 0.20% | 0.54% | 2.05% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.04% | 0.32% | Q4 2020 | Q2 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.19% | 0.42% | 0.85% | Q4 2017 | Q2 2020 | 11 |
GRIES FINANCIAL LLC | 11 | 11 | 0.08% | 0.20% | 0.38% | Q1 2021 | Q3 2023 | 11 |
New Vernon Capital Holdings II LLC | 9 | 2 | 0.03% | 3.30% | 6.64% | Q3 2019 | Q2 2023 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 3.49% | 3.87% | 4.58% | Q1 2021 | Q3 2023 | 11 |
Sovereign Financial Group, Inc. | 11 | 11 | 0.13% | 1.03% | 1.74% | Q1 2021 | Q3 2023 | 11 |
MOSELEY INVESTMENT MANAGEMENT INC | 11 | 11 | 0.15% | 0.98% | 1.35% | Q4 2019 | Q2 2022 | 11 |
F3Logic, LLC | 11 | 11 | 0.01% | 0.12% | 0.40% | Q2 2018 | Q4 2020 | 11 |
Brown Miller Wealth Management, LLC | 11 | 11 | 0.90% | 1.26% | 1.58% | Q1 2021 | Q3 2023 | 11 |
IBBOTSON ASSOCIATES INC | 11 | 11 | 0.80% | 1.89% | 5.41% | Q2 2013 | Q4 2015 | 11 |
Compass Ion Advisors, LLC | 11 | 11 | 0.08% | 0.13% | 0.36% | Q1 2021 | Q3 2023 | 11 |
Buffington Mohr McNeal | 11 | 11 | 0.14% | 0.24% | 0.29% | Q2 2017 | Q4 2019 | 11 |
BlackRock Group LTD | 11 | 11 | 0.09% | 0.46% | 0.71% | Q3 2013 | Q1 2016 | 11 |
Ratio Wealth Group | 9 | 2 | 4.16% | 5.89% | 6.96% | Q4 2020 | Q3 2023 | 11 |
RKL Wealth Management LLC | 11 | 11 | 0.04% | 0.08% | 0.11% | Q2 2017 | Q4 2019 | 11 |
Navalign, LLC | 11 | 11 | 0.54% | 0.69% | 0.91% | Q1 2021 | Q3 2023 | 11 |
Starfire Investment Advisers, Inc. | 7 | 2 | 0.14% | 0.26% | 0.35% | Q1 2015 | Q2 2020 | 11 |
Solitude Financial Services | 11 | 11 | 0.35% | 1.92% | 2.90% | Q1 2021 | Q3 2023 | 11 |
WestHill Financial Advisors, Inc. | 9 | 2 | 2.47% | 2.70% | 2.86% | Q4 2020 | Q3 2023 | 11 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2017 | 11 |
SIMMONS FIRST TRUST CO NA | 11 | 11 | 0.86% | 2.10% | 3.78% | Q2 2013 | Q4 2015 | 11 |
Total Clarity Wealth Management, Inc. | 9 | 1 | 0.06% | 0.31% | 0.66% | Q4 2019 | Q3 2023 | 11 |
Narus Financial Partners, LLC | 7 | 4 | 0.52% | 0.83% | 1.13% | Q4 2016 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.92% | 1.16% | 1.60% | Q4 2018 | Q2 2021 | 11 |
ZACKS INVESTMENT MANAGEMENT | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
GUGGENHEIM CAPITAL LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
K.J. Harrison & Partners Inc | 6 | 5 | 0.05% | 0.10% | 0.21% | Q3 2018 | Q3 2022 | 11 |
Legacy Financial Group LLC | 7 | 4 | 0.09% | 0.33% | 0.87% | Q4 2020 | Q3 2023 | 11 |
Newport Capital Group, LLC | 9 | 2 | 1.25% | 1.89% | 2.45% | Q4 2020 | Q3 2023 | 11 |
PEAR TREE ADVISORS INC | 11 | 11 | 0.00% | 1.20% | 7.08% | Q4 2013 | Q2 2016 | 11 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 6 | 1 | 0.00% | 0.83% | 2.70% | Q4 2015 | Q1 2020 | 11 |
PagnatoKarp Partners LLC | 11 | 11 | 0.09% | 1.14% | 1.72% | Q3 2017 | Q1 2020 | 11 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
Cornerstone Wealth Advisors, Inc. | 11 | 11 | 0.96% | 1.24% | 1.71% | Q1 2021 | Q3 2023 | 11 |
Northstar Advisory Group, LLC | 8 | 3 | 0.13% | 0.16% | 0.24% | Q4 2020 | Q3 2023 | 11 |
CUMBERLAND ADVISORS INC | 8 | 1 | 0.06% | 2.27% | 3.16% | Q2 2013 | Q2 2018 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.50% | 1.57% | 2.67% | Q2 2013 | Q4 2015 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
KENNICOTT CAPITAL MANAGEMENT LLC | 11 | 11 | 0.14% | 0.20% | 0.32% | Q1 2021 | Q3 2023 | 11 |
Virtue Capital Management, LLC | 5 | 2 | 0.00% | 0.08% | 0.14% | Q4 2017 | Q3 2023 | 11 |
Delphi Private Advisors LLC | 6 | 5 | 0.03% | 0.06% | 0.13% | Q4 2015 | Q3 2018 | 11 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 2.84% | 3.31% | 3.85% | Q1 2021 | Q3 2023 | 11 |
Pachira Investments Inc. | 7 | 4 | 0.16% | 1.64% | 6.67% | Q4 2020 | Q3 2023 | 11 |
Lourd Capital, LLC | 9 | 2 | 0.03% | 0.12% | 0.23% | Q2 2013 | Q2 2019 | 11 |
Covenant Multifamily Offices, LLC | 8 | 1 | 0.02% | 0.07% | 0.15% | Q4 2013 | Q2 2021 | 11 |
1832 Asset Management L.P. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 11 |
Veracity Capital LLC | 7 | 4 | 0.00% | 0.12% | 0.27% | Q2 2020 | Q3 2023 | 11 |
American Money Management, LLC | 10 | 1 | 0.17% | 0.40% | 0.80% | Q1 2015 | Q2 2018 | 11 |
Lowe Wealth Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2017 | 11 |
Principle Wealth Partners LLC | 5 | 1 | 0.00% | 0.39% | 1.24% | Q4 2018 | Q1 2022 | 11 |
Addison Advisors LLC | 10 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Clal Insurance Enterprises Holdings Ltd | 8 | 3 | 0.02% | 0.12% | 0.22% | Q4 2014 | Q4 2017 | 11 |
Sage Mountain Advisors LLC | 11 | 11 | 0.01% | 0.04% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Mariner Wealth Advisors-Cincinnati, LLC | 7 | 4 | 0.04% | 0.06% | 0.08% | Q4 2015 | Q3 2018 | 11 |
Twin Lakes Capital Management, LLC | 6 | 5 | 0.52% | 0.59% | 0.74% | Q4 2020 | Q3 2023 | 11 |
BT Wealth Management LLC | 11 | 11 | 2.15% | 2.75% | 3.23% | Q4 2018 | Q2 2021 | 11 |
Financial Sense Advisors, Inc. | 10 | 1 | 0.26% | 3.73% | 6.47% | Q3 2016 | Q2 2021 | 11 |
Campion Asset Management | 11 | 11 | 2.53% | 3.20% | 4.21% | Q1 2021 | Q3 2023 | 11 |
Weatherstone Capital Management | 7 | 1 | 0.17% | 1.05% | 3.63% | Q4 2013 | Q3 2018 | 11 |
3D/L Capital Management, LLC | 11 | 11 | 0.07% | 0.15% | 0.20% | Q1 2021 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.58% | 0.73% | 1.24% | Q1 2014 | Q1 2017 | 11 |
MBA Advisors LLC | 11 | 11 | 0.37% | 0.53% | 0.70% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.09% | 0.21% | 0.38% | Q1 2021 | Q3 2023 | 11 |
ALLSTATE CORP | 11 | 11 | 0.50% | 4.95% | 24.90% | Q2 2013 | Q4 2015 | 11 |
Invst, LLC | 5 | 1 | 0.03% | 0.38% | 3.27% | Q1 2018 | Q3 2023 | 11 |
JT Stratford LLC | 4 | 1 | 0.05% | 0.11% | 0.28% | Q3 2018 | Q3 2023 | 11 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 9 | 2 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 11 |
Whitegate Investment Counselors, Inc. | 8 | 1 | 0.07% | 0.16% | 0.66% | Q1 2014 | Q3 2023 | 11 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 11 | 11 | 1.12% | 2.06% | 2.40% | Q2 2013 | Q4 2015 | 11 |
CEDAR CAPITAL, LLC | 10 | 1 | 0.10% | 0.32% | 0.69% | Q4 2018 | Q3 2021 | 11 |
Harborview Advisors, LLC | 8 | 1 | 0.12% | 0.22% | 0.31% | Q1 2018 | Q2 2021 | 11 |
TIFF ADVISORY SERVICES, LLC | 9 | 1 | 0.52% | 29.43% | 77.38% | Q2 2013 | Q2 2023 | 11 |
Applied Capital LLC | 11 | 11 | 3.48% | 4.24% | 5.31% | Q1 2021 | Q3 2023 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.04% | 0.11% | 0.61% | Q1 2019 | Q3 2021 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Intelligence Driven Advisers, LLC | 11 | 11 | 0.04% | 0.24% | 0.77% | Q4 2018 | Q2 2021 | 11 |
VAUGHAN & Co SECURITIES, INC. | 5 | 2 | 0.15% | 0.58% | 1.32% | Q4 2019 | Q3 2023 | 11 |
IMA Wealth, Inc. | 11 | 11 | 0.00% | 1.21% | 2.26% | Q3 2016 | Q1 2019 | 11 |
TrueWealth Advisors, LLC | 11 | 11 | 0.11% | 0.21% | 0.33% | Q1 2021 | Q3 2023 | 11 |
SUMITOMO LIFE INSURANCE CO | 4 | 3 | 0.14% | 2.33% | 9.74% | Q3 2020 | Q3 2023 | 11 |
Providence First Trust Co | 11 | 11 | 0.20% | 0.88% | 1.15% | Q1 2021 | Q3 2023 | 11 |
LifeSteps Financial, Inc. | 11 | 11 | 0.20% | 0.24% | 0.27% | Q4 2019 | Q2 2022 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.10% | 0.19% | 0.28% | Q2 2013 | Q4 2015 | 11 |
KANALY TRUST CO | 6 | 5 | 0.02% | 0.03% | 0.07% | Q3 2013 | Q4 2016 | 11 |
CLIENT 1ST ADVISORY GROUP, LLC | 8 | 2 | 0.11% | 0.12% | 0.15% | Q3 2020 | Q2 2023 | 10 |
Global X Management CO LLC | 8 | 1 | 0.01% | 0.06% | 0.23% | Q4 2014 | Q2 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.16% | 0.22% | 0.32% | Q1 2021 | Q3 2023 | 10 |
ALERUS FINANCIAL NA | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q3 2018 | 10 |
Mercer Investments LLC | 6 | 1 | 0.91% | 11.57% | 42.16% | Q2 2013 | Q2 2021 | 10 |
Hayden Royal, LLC | 7 | 1 | 0.13% | 0.38% | 0.81% | Q1 2019 | Q4 2021 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q2 2022 | 10 |
First Bancorp, Inc /ME/ | 9 | 1 | 1.90% | 2.28% | 2.95% | Q1 2021 | Q3 2023 | 10 |
Freedom Day Solutions, LLC | 10 | 10 | 0.12% | 0.20% | 0.27% | Q1 2021 | Q2 2023 | 10 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 1 | 0.01% | 1.95% | 5.80% | Q3 2013 | Q3 2019 | 10 |
Rafferty Asset Management, LLC | 10 | 10 | 0.04% | 0.07% | 0.12% | Q2 2014 | Q3 2016 | 10 |
Mathes Company, Inc. | 7 | 3 | 0.34% | 0.82% | 1.59% | Q4 2013 | Q4 2017 | 10 |
SECURITY NATIONAL BANK OF SO DAK | 6 | 1 | 0.14% | 0.53% | 3.48% | Q4 2015 | Q3 2023 | 10 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.15% | 0.34% | Q2 2013 | Q4 2019 | 10 |
Johanson Financial Advisors, Inc. | 6 | 4 | 0.11% | 0.17% | 0.26% | Q1 2019 | Q4 2021 | 10 |
Allegis Investment Advisors, LLC | 10 | 10 | 0.27% | 0.78% | 1.49% | Q4 2015 | Q1 2018 | 10 |
Gerber Kawasaki Wealth & Investment Management | 6 | 4 | 0.02% | 0.09% | 0.20% | Q3 2018 | Q1 2022 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.20% | 0.34% | 0.59% | Q4 2020 | Q3 2023 | 10 |
FIRST MERCHANTS CORP | 10 | 10 | 0.14% | 0.32% | 0.47% | Q3 2017 | Q4 2019 | 10 |
SevenBridge Financial Group, LLC | 9 | 1 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q4 2021 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 5.77% | 6.01% | 6.41% | Q4 2018 | Q1 2021 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.12% | 0.14% | 0.17% | Q4 2015 | Q1 2018 | 10 |
Prentice Wealth Management LLC | 5 | 5 | 3.28% | 3.68% | 4.04% | Q1 2021 | Q3 2023 | 10 |
MFA WEALTH ADVISORS, LLC | 8 | 2 | 0.06% | 0.16% | 0.22% | Q1 2018 | Q1 2022 | 10 |
Pinnacle Summer Investments, Inc. | 10 | 10 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2015 | 10 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 10 | 10 | 0.38% | 0.90% | 1.68% | Q4 2017 | Q1 2020 | 10 |
Cabot-Wellington, LLC | 6 | 4 | 0.01% | 0.11% | 0.18% | Q2 2013 | Q3 2021 | 10 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 9 | 1 | 0.05% | 1.19% | 2.30% | Q2 2017 | Q4 2021 | 10 |
VOYA INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.12% | 0.26% | 0.72% | Q2 2013 | Q3 2015 | 10 |
Covenant Asset Management, LLC | 9 | 1 | 0.09% | 0.55% | 1.45% | Q4 2016 | Q4 2019 | 10 |
Rezny Wealth Management, Inc. | 9 | 1 | 0.00% | 8.10% | 14.76% | Q2 2015 | Q3 2018 | 10 |
Exchange Capital Management, Inc. | 4 | 1 | 0.00% | 0.14% | 0.36% | Q2 2013 | Q3 2023 | 10 |
Seelaus Asset Management LLC | 7 | 3 | 0.12% | 0.18% | 0.31% | Q1 2019 | Q4 2021 | 10 |
BALASA DINVERNO & FOLTZ LLC | 10 | 10 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2022 | 10 |
Tri-Star Advisors Inc. | 10 | 10 | 0.18% | 0.25% | 0.45% | Q2 2020 | Q3 2022 | 10 |
HHG & Company, LLC | 9 | 1 | 0.07% | 0.27% | 0.44% | Q2 2013 | Q1 2016 | 10 |
Kovitz Investment Group, LLC | 7 | 3 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q4 2015 | 10 |
MPS Loria Financial Planners, LLC | 8 | 1 | 0.07% | 0.10% | 0.12% | Q2 2017 | Q3 2023 | 10 |
Parisi Gray Wealth Management | 5 | 1 | 0.08% | 0.81% | 2.19% | Q4 2017 | Q3 2023 | 10 |
Slow Capital, Inc. | 9 | 1 | 0.00% | 0.17% | 0.31% | Q4 2017 | Q3 2020 | 10 |
Prism Advisors, Inc. | 9 | 1 | 0.15% | 0.26% | 1.22% | Q4 2017 | Q3 2022 | 10 |
Sawyer & Company, Inc | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
D. SCOTT NEAL, INC. | 7 | 3 | 0.11% | 4.35% | 9.39% | Q4 2013 | Q3 2018 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.04% | 0.17% | Q4 2017 | Q3 2022 | 10 |
Huber Financial Advisors, LLC | 10 | 10 | 0.37% | 0.87% | 1.44% | Q4 2017 | Q1 2020 | 10 |
jvl associates llc | 10 | 10 | 0.32% | 1.00% | 5.56% | Q1 2020 | Q2 2022 | 10 |
Convergent Wealth Advisors | 10 | 10 | 5.36% | 6.72% | 7.96% | Q2 2013 | Q3 2015 | 10 |
WEXFORD CAPITAL LP | 6 | 1 | 0.15% | 1.03% | 2.10% | Q3 2016 | Q2 2023 | 10 |
Parasol Investment Management, LLC | 5 | 1 | 0.02% | 2.67% | 6.31% | Q4 2013 | Q1 2017 | 10 |
Kendall Capital Management | 6 | 4 | 0.24% | 1.36% | 5.03% | Q4 2017 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Johnson Midwest Financial, LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Centerpoint Advisors, LLC | 10 | 10 | 0.08% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Blume Capital Management, Inc. | 10 | 10 | 0.00% | 0.02% | 0.16% | Q4 2013 | Q1 2016 | 10 |
Hilton Capital Management, LLC | 10 | 10 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q4 2019 | 10 |
Wambolt & Associates, LLC | 7 | 3 | 0.17% | 0.24% | 0.35% | Q4 2018 | Q2 2022 | 10 |
EQ LLC | 10 | 10 | 0.15% | 0.31% | 0.60% | Q4 2020 | Q1 2023 | 10 |
MBL Wealth, LLC | 7 | 1 | 0.18% | 0.34% | 0.78% | Q4 2020 | Q3 2023 | 10 |
PRW Wealth Management LLC | 3 | 1 | 0.07% | 1.60% | 4.80% | Q4 2018 | Q2 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.10% | 0.36% | 0.77% | Q3 2020 | Q4 2022 | 10 |
TEACHERS ADVISORS, LLC | 7 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2018 | 10 |
Strategic Blueprint, LLC | 10 | 10 | 0.09% | 0.26% | 0.50% | Q2 2021 | Q3 2023 | 10 |
Circle Wealth Management, LLC | 10 | 10 | 0.07% | 0.20% | 0.38% | Q1 2017 | Q2 2019 | 10 |
Bell Bank | 7 | 3 | 0.02% | 0.39% | 1.50% | Q2 2013 | Q2 2022 | 10 |
Accretive Wealth Partners, LLC | 10 | 10 | 0.33% | 0.44% | 0.68% | Q2 2021 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 10 |
Robbins Farley | 8 | 2 | 0.00% | 0.07% | 0.21% | Q1 2021 | Q3 2023 | 10 |
Professional Financial Advisors, LLC | 10 | 10 | 0.03% | 0.34% | 1.14% | Q2 2020 | Q3 2022 | 10 |
John W. Brooker & Co., CPAs | 7 | 3 | 0.01% | 0.03% | 0.11% | Q4 2019 | Q2 2022 | 10 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.54% | 0.71% | 0.85% | Q1 2019 | Q3 2023 | 10 |
Journey Advisory Group, LLC | 10 | 10 | 0.05% | 0.44% | 0.82% | Q4 2020 | Q1 2023 | 10 |
NWK Group, Inc. | 8 | 2 | 0.01% | 0.02% | 0.10% | Q4 2019 | Q2 2022 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 0.17% | 0.25% | 0.46% | Q2 2021 | Q3 2023 | 10 |
Capital Wealth Alliance, LLC | 7 | 1 | 0.16% | 0.33% | 0.53% | Q4 2019 | Q1 2023 | 10 |
MOTIVE WEALTH ADVISORS | 10 | 10 | 1.81% | 2.14% | 2.39% | Q2 2021 | Q3 2023 | 10 |
PENOBSCOT WEALTH MANAGEMENT | 10 | 10 | 1.43% | 4.51% | 6.93% | Q2 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
SWMG, LLC | 6 | 4 | 0.18% | 0.48% | 0.82% | Q4 2020 | Q2 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 1.09% | 1.45% | 1.90% | Q2 2021 | Q3 2023 | 10 |
SVB Investment Services Inc. | 10 | 10 | 3.32% | 5.32% | 6.75% | Q4 2019 | Q1 2022 | 10 |
Standard Family Office LLC | 5 | 1 | 4.27% | 8.93% | 13.81% | Q4 2020 | Q3 2023 | 10 |
Intrua Financial, LLC | 10 | 10 | 0.12% | 0.17% | 0.27% | Q4 2020 | Q1 2023 | 10 |
Summit Financial Strategies, Inc. | 10 | 10 | 0.05% | 0.49% | 1.75% | Q2 2021 | Q3 2023 | 10 |
JRM Investment Counsel, LLC | 7 | 3 | 0.28% | 0.71% | 1.63% | Q2 2015 | Q2 2018 | 10 |
STATE OF WISCONSIN INVESTMENT BOARD | 10 | 10 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q3 2015 | 10 |
Whitcomb & Hess, Inc. | 10 | 10 | 5.32% | 5.73% | 6.16% | Q2 2021 | Q3 2023 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2017 | 10 |
American Financial Network Advisory Services LLC | 9 | 9 | 0.58% | 0.93% | 1.13% | Q3 2017 | Q3 2019 | 9 |
CCG WEALTH MANAGEMENT, LLC | 5 | 2 | 0.12% | 0.46% | 0.84% | Q4 2018 | Q4 2022 | 9 |
361 CAPITAL LLC | 9 | 9 | 0.09% | 0.15% | 0.24% | Q2 2018 | Q2 2020 | 9 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 9 | 9 | 0.27% | 0.28% | 0.31% | Q2 2013 | Q2 2015 | 9 |
USA FINANCIAL FORMULAS | 4 | 1 | 0.01% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 9 |
Tenret Co LLC | 9 | 9 | 3.08% | 3.61% | 4.40% | Q2 2021 | Q2 2023 | 9 |
New Potomac Partners, LLC | 8 | 1 | 1.15% | 2.51% | 2.92% | Q1 2020 | Q4 2022 | 9 |
GoalVest Advisory LLC | 6 | 3 | 0.00% | 0.05% | 0.14% | Q4 2020 | Q2 2023 | 9 |
Alaska Wealth Advisors | 8 | 1 | 0.04% | 0.06% | 0.08% | Q3 2018 | Q4 2021 | 9 |
Five Oceans Advisors | 9 | 9 | 1.20% | 1.74% | 2.82% | Q3 2021 | Q3 2023 | 9 |
Orion Capital Management LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 9 |
Corient Capital Partners, LLC | 8 | 1 | 0.05% | 0.46% | 0.90% | Q4 2019 | Q2 2022 | 9 |
PRUDENTIAL PLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2018 | 9 |
Summit Financial Wealth Advisors, LLC | 4 | 2 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q2 2021 | 9 |
SHEETS SMITH WEALTH MANAGEMENT | 7 | 1 | 0.01% | 0.17% | 0.46% | Q1 2013 | Q3 2023 | 9 |
VeraBank, N.A. | 9 | 9 | 0.10% | 0.14% | 0.22% | Q3 2021 | Q3 2023 | 9 |
BAKER BOYER NATIONAL BANK | 8 | 1 | 0.25% | 0.44% | 0.55% | Q2 2021 | Q3 2023 | 9 |
Dentgroup LLC | 9 | 9 | 0.89% | 1.56% | 2.45% | Q4 2021 | Q4 2023 | 9 |
Jacobus Wealth Management, Inc. | 9 | 9 | 0.15% | 0.31% | 0.65% | Q2 2013 | Q2 2015 | 9 |
DUPONT CAPITAL MANAGEMENT CORP | 3 | 1 | 0.00% | 0.08% | 0.18% | Q3 2013 | Q3 2017 | 9 |
Berkshire Bank | 9 | 9 | 0.18% | 0.23% | 0.27% | Q3 2020 | Q3 2022 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 1.90% | 2.11% | 2.52% | Q3 2021 | Q3 2023 | 9 |
W.G. Shaheen & Associates DBA Whitney & Co | 6 | 3 | 0.04% | 0.10% | 0.14% | Q2 2016 | Q3 2018 | 9 |
Koss-Olinger Consulting, LLC | 8 | 1 | 0.04% | 0.69% | 1.50% | Q2 2021 | Q3 2023 | 9 |
Fulcrum Capital LLC | 4 | 2 | 0.00% | 0.55% | 2.39% | Q4 2017 | Q2 2021 | 9 |
Bernardo Wealth Planning LLC | 9 | 9 | 0.17% | 0.33% | 0.48% | Q4 2018 | Q4 2020 | 9 |
Highmount Capital, LLC | 9 | 9 | 0.92% | 1.69% | 3.42% | Q2 2013 | Q2 2015 | 9 |
McLean Asset Management Corp | 8 | 1 | 0.13% | 0.35% | 1.26% | Q4 2020 | Q4 2023 | 9 |
Ariel Investments | 9 | 9 | 0.01% | 0.06% | 0.15% | Q1 2014 | Q1 2016 | 9 |
CHURCHILL MANAGEMENT Corp | 4 | 1 | 0.05% | 0.14% | 0.23% | Q2 2014 | Q2 2021 | 9 |
Maltin Wealth Management, Inc. | 8 | 1 | 0.16% | 0.20% | 0.22% | Q2 2020 | Q3 2022 | 9 |
Marks Group Wealth Management, Inc | 9 | 9 | 0.10% | 0.13% | 0.25% | Q3 2021 | Q3 2023 | 9 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 6 | 3 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q1 2023 | 9 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 9 | 9 | 5.60% | 6.04% | 6.36% | Q4 2013 | Q4 2015 | 9 |
MID CONTINENT CAPITAL LLC/IL | 9 | 9 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q2 2015 | 9 |
RONALD BLUE & CO LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q2 2017 | 9 |
Clean Yield Group | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q4 2022 | 9 |
Pettinga Financial Advisors LLC | 9 | 9 | 0.12% | 0.29% | 0.64% | Q3 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.04% | 0.22% | Q2 2021 | Q3 2023 | 9 |
Zuckerman Investment Group, LLC | 5 | 4 | 0.05% | 0.86% | 1.56% | Q1 2021 | Q3 2023 | 9 |
Old North State Trust, LLC | 5 | 1 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q3 2022 | 9 |
ClearBridge Investments | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2020 | 9 |
Financial & Tax Architects, LLC | 9 | 9 | 0.32% | 0.81% | 1.17% | Q1 2021 | Q1 2023 | 9 |
Essex LLC | 9 | 9 | 0.28% | 0.42% | 0.50% | Q3 2021 | Q3 2023 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.17% | 0.19% | 0.20% | Q4 2021 | Q4 2023 | 9 |
Laurel Wealth Advisors LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2021 | 9 |
Bell Rock Capital LLC | 7 | 2 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q4 2019 | 9 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 8 | 1 | 0.08% | 0.11% | 0.13% | Q1 2020 | Q3 2023 | 9 |
LOWE BROCKENBROUGH & CO INC | 9 | 9 | 0.12% | 0.25% | 0.31% | Q3 2021 | Q3 2023 | 9 |
Jane Street Holding, LLC | 3 | 3 | 0.04% | 0.91% | 4.76% | Q2 2013 | Q4 2013 | 9 |
Capital Advisors Wealth Management, LLC | 4 | 2 | 0.06% | 1.10% | 4.31% | Q1 2021 | Q3 2023 | 9 |
Bromfield Sneider Wealth Advisors | 9 | 9 | 0.28% | 0.38% | 0.49% | Q4 2021 | Q4 2023 | 9 |
Advisory Services & Investments, LLC | 9 | 9 | 0.28% | 1.54% | 3.11% | Q2 2021 | Q2 2023 | 9 |
Willis Johnson & Associates, Inc. | 9 | 9 | 5.79% | 6.54% | 6.98% | Q3 2021 | Q3 2023 | 9 |
PBMares Wealth Management LLC | 7 | 1 | 0.12% | 0.17% | 0.33% | Q4 2019 | Q3 2023 | 9 |
MBB PUBLIC MARKETS I LLC | 8 | 8 | 0.10% | 7.30% | 13.01% | Q4 2021 | Q3 2023 | 9 |
Mandatum Life Insurance Co Ltd | 9 | 9 | 0.17% | 0.20% | 0.26% | Q3 2020 | Q3 2022 | 9 |
Forest Hill Capital, LLC | 9 | 9 | 0.06% | 0.10% | 0.16% | Q3 2016 | Q3 2018 | 9 |
KEELEY ASSET MANAGEMENT CORP | 5 | 4 | 0.00% | 0.03% | 0.06% | Q3 2014 | Q4 2016 | 9 |
Squar Milner Financial Services LLC | 7 | 2 | 0.12% | 0.28% | 0.49% | Q4 2017 | Q1 2020 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.03% | 0.35% | 0.85% | Q3 2021 | Q3 2023 | 9 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 8 | 1 | 0.02% | 0.62% | 3.08% | Q4 2020 | Q3 2023 | 9 |
TCG Advisory Services, LLC | 7 | 2 | 0.06% | 0.16% | 0.28% | Q1 2021 | Q2 2023 | 9 |
JEPPSON WEALTH MANAGEMENT, LLC | 8 | 1 | 0.13% | 0.15% | 0.21% | Q3 2020 | Q3 2023 | 9 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 9 | 9 | 2.92% | 3.16% | 3.44% | Q4 2018 | Q4 2020 | 9 |
Redwood Investment Management, LLC | 5 | 4 | 0.07% | 1.50% | 4.48% | Q4 2017 | Q3 2023 | 9 |
Integrated Wealth Management | 9 | 9 | 0.82% | 1.81% | 2.54% | Q1 2015 | Q1 2017 | 9 |
US FINANCIAL ADVISORS, LLC | 7 | 2 | 0.02% | 0.24% | 0.49% | Q4 2014 | Q1 2021 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2022 | 9 |
Aletheian Wealth Advisors LLC | 9 | 9 | 2.85% | 3.44% | 4.09% | Q4 2021 | Q4 2023 | 9 |
GUARDIAN CAPITAL ADVISORS LP | 9 | 9 | 0.20% | 0.23% | 0.30% | Q2 2013 | Q2 2015 | 9 |
ALPHASIMPLEX GROUP, LLC | 5 | 1 | 0.17% | 0.34% | 0.66% | Q4 2017 | Q4 2020 | 9 |
Empowered Funds, LLC | 9 | 9 | 0.03% | 0.09% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 1.69% | 2.47% | 3.00% | Q3 2021 | Q3 2023 | 9 |
Crosspoint Capital Strategies, LLC | 9 | 9 | 0.01% | 0.09% | 0.26% | Q4 2013 | Q4 2015 | 9 |
CUTLER INVESTMENT COUNSEL LLC | 7 | 2 | 0.10% | 0.29% | 0.35% | Q1 2016 | Q3 2023 | 9 |
GoalFusion Wealth Management, LLC | 9 | 9 | 2.54% | 3.02% | 3.47% | Q4 2021 | Q4 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.03% | 0.19% | 0.41% | Q4 2019 | Q3 2023 | 9 |
Vident Investment Advisory, LLC | 8 | 1 | 0.01% | 0.09% | 0.29% | Q2 2016 | Q2 2023 | 9 |
BW Gestao de Investimentos Ltda. | 9 | 9 | 0.23% | 1.07% | 2.78% | Q1 2015 | Q1 2017 | 9 |
Spotlight Asset Group, Inc. | 7 | 2 | 0.08% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 9 |
Ensemble Capital Management | 9 | 9 | 0.22% | 0.30% | 0.38% | Q2 2013 | Q2 2015 | 9 |
Horrell Capital Management, Inc. | 9 | 9 | 0.00% | 0.04% | 0.05% | Q2 2013 | Q2 2015 | 9 |
Compass Financial Group, Inc. | 8 | 1 | 0.12% | 1.49% | 1.99% | Q4 2015 | Q3 2018 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Baltimore-Washington Financial Advisors, Inc. | 9 | 9 | 0.09% | 1.51% | 1.86% | Q4 2013 | Q4 2015 | 9 |
Providence Capital Advisors, LLC | 7 | 1 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q1 2022 | 9 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q4 2020 | 9 |
Sierra Capital LLC | 9 | 9 | 0.00% | 0.28% | 0.81% | Q3 2021 | Q3 2023 | 9 |
Constellation Wealth Advisors, LLC | 9 | 9 | 0.07% | 0.16% | 0.26% | Q3 2013 | Q3 2015 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q2 2015 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.84% | 1.26% | 1.76% | Q4 2014 | Q4 2016 | 9 |
TFO Wealth Partners, LLC | 9 | 9 | 0.00% | 0.27% | 0.58% | Q3 2021 | Q3 2023 | 9 |
Domani Wealth, LLC | 5 | 4 | 0.04% | 0.13% | 0.22% | Q3 2017 | Q1 2021 | 9 |
SteelBridge Private Wealth Advisors LLC | 9 | 9 | 1.74% | 4.52% | 12.86% | Q1 2016 | Q1 2018 | 9 |
Intellectus Partners, LLC | 6 | 1 | 0.04% | 0.22% | 0.34% | Q2 2017 | Q2 2023 | 9 |
OptiFour Integrated Wealth Management, LLC | 9 | 9 | 0.16% | 0.19% | 0.23% | Q4 2017 | Q4 2019 | 9 |
Bridgewater Wealth & Financial Management, LLC | 8 | 1 | 0.08% | 0.43% | 3.15% | Q4 2014 | Q2 2017 | 9 |
INTEGRAL DERIVATIVES, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q1 2018 | 9 |
Nexus Investment Management ULC | 9 | 9 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2021 | 9 |
AEGON USA Investment Management, LLC | 9 | 9 | 2.55% | 2.97% | 3.77% | Q2 2013 | Q2 2015 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.30% | 0.46% | 0.95% | Q3 2021 | Q3 2023 | 9 |
DRAVO BAY LLC | 8 | 8 | 4.40% | 4.65% | 4.95% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
PROVENCE WEALTH MANAGEMENT GROUP | 8 | 8 | 0.16% | 0.34% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Objective Capital Management, LLC | 8 | 8 | 0.46% | 0.52% | 0.60% | Q4 2021 | Q3 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 5 | 3 | 0.11% | 0.14% | 0.20% | Q1 2020 | Q1 2022 | 8 |
DHK Financial Advisors, Inc. | 8 | 8 | 0.30% | 2.88% | 5.30% | Q4 2021 | Q3 2023 | 8 |
Francis Financial, Inc. | 6 | 2 | 1.26% | 6.92% | 18.55% | Q4 2017 | Q3 2023 | 8 |
UBP Investment Advisors SA | 8 | 8 | 0.15% | 0.62% | 3.80% | Q4 2020 | Q3 2022 | 8 |
MAYPORT, LLC | 8 | 8 | 1.13% | 1.56% | 1.98% | Q4 2021 | Q3 2023 | 8 |
AI Financial Services LLC | 8 | 8 | 1.99% | 2.70% | 3.55% | Q4 2017 | Q3 2019 | 8 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.00% | 0.33% | 1.35% | Q2 2013 | Q3 2019 | 8 |
Warren Street Wealth Advisors, LLC | 8 | 8 | 0.22% | 0.39% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Coury Firm Asset Management LLC | 8 | 8 | 0.73% | 3.74% | 4.93% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Nova R Wealth, Inc. | 8 | 8 | 0.18% | 0.60% | 0.85% | Q4 2021 | Q3 2023 | 8 |
RPg Family Wealth Advisory, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q2 2020 | 8 |
My Personal CFO, LLC | 8 | 8 | 0.54% | 0.74% | 1.28% | Q4 2021 | Q3 2023 | 8 |
Brooklyn FI, LLC | 8 | 8 | 4.05% | 6.55% | 8.64% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.12% | 0.14% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Northwest Capital Management Inc | 5 | 1 | 0.02% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 8 |
Brouwer & Janachowski, LLC | 8 | 8 | 4.22% | 5.00% | 5.94% | Q4 2013 | Q3 2015 | 8 |
Lucia Wealth Services, LLC | 4 | 1 | 0.03% | 0.11% | 0.38% | Q1 2018 | Q3 2020 | 8 |
Page Arthur B | 8 | 8 | 0.01% | 0.12% | 0.30% | Q4 2013 | Q3 2015 | 8 |
Clientfirst Wealth Management, LLC | 8 | 8 | 0.52% | 0.60% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.54% | 0.81% | 1.45% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.34% | 0.42% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Sequoia Wealth Management, LLC | 8 | 8 | 0.24% | 0.34% | 0.59% | Q4 2017 | Q3 2019 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.42% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.14% | 0.23% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.08% | 0.34% | 0.54% | Q4 2014 | Q3 2016 | 8 |
Riverview Capital Advisers, LLC | 8 | 8 | 0.21% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 8 |
MayTech Global Investments, LLC | 7 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2022 | 8 |
Quent Capital, LLC | 8 | 8 | 0.04% | 0.07% | 0.18% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.20% | 0.26% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 1.07% | 1.15% | 1.31% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.15% | 0.20% | 0.29% | Q2 2013 | Q1 2015 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Swan Global Investments, LLC | 5 | 3 | 0.12% | 0.26% | 0.58% | Q1 2015 | Q3 2017 | 8 |
First Allied Asset Management, Inc. | 8 | 8 | 0.03% | 1.64% | 2.48% | Q2 2013 | Q1 2015 | 8 |
Family CFO Inc | 8 | 8 | 2.03% | 2.28% | 2.73% | Q4 2021 | Q3 2023 | 8 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 8 | 8 | 0.01% | 0.11% | 0.32% | Q4 2015 | Q3 2017 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MASON STREET ADVISORS, LLC | 8 | 8 | 0.06% | 1.83% | 2.73% | Q2 2013 | Q1 2015 | 8 |
ETF Store, Inc. | 8 | 8 | 0.27% | 0.39% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Intergy Private Wealth, LLC | 8 | 8 | 0.15% | 0.46% | 1.74% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.04% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 0.65% | 0.81% | 0.98% | Q4 2021 | Q3 2023 | 8 |
Abacus Wealth Partners, LLC | 5 | 3 | 0.13% | 0.33% | 0.69% | Q4 2020 | Q3 2023 | 8 |
Rockwood Wealth Management, LLC | 8 | 8 | 0.12% | 0.24% | 0.39% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.17% | 0.92% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.83% | 1.04% | 1.38% | Q4 2021 | Q3 2023 | 8 |
STEEL GROVE CAPITAL ADVISORS, LLC | 4 | 2 | 0.06% | 0.20% | 0.36% | Q2 2013 | Q4 2016 | 8 |
Red Tortoise LLC | 4 | 4 | 0.82% | 1.15% | 1.46% | Q3 2021 | Q3 2023 | 8 |
Pflug Koory, LLC | 8 | 8 | 0.42% | 0.49% | 0.53% | Q2 2020 | Q1 2022 | 8 |
Axiom Advisory, LLC | 8 | 8 | 2.05% | 2.16% | 2.27% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.05% | 0.09% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Prosperity Consulting Group, LLC | 8 | 8 | 0.56% | 1.26% | 1.87% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.04% | 0.13% | 0.26% | Q4 2021 | Q3 2023 | 8 |
MinichMacGregor Wealth Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2022 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.48% | 0.62% | 0.94% | Q4 2021 | Q3 2023 | 8 |
Aquire Wealth Advisors, LLC | 8 | 8 | 0.36% | 1.19% | 2.80% | Q4 2021 | Q3 2023 | 8 |
Amundi | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Morton Capital Management LLC/CA | 8 | 8 | 0.16% | 0.22% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Independent Advisor Alliance | 3 | 1 | 0.02% | 0.11% | 0.41% | Q1 2017 | Q3 2023 | 8 |
Strategic Wealth Management Group, LLC | 8 | 8 | 0.16% | 0.23% | 0.29% | Q4 2018 | Q3 2020 | 8 |
PFS Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Archvest Wealth Advisors, Inc. | 8 | 8 | 3.00% | 4.33% | 8.91% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.80% | 1.10% | 1.53% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 1.28% | 3.21% | 4.59% | Q4 2021 | Q3 2023 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 0.21% | 0.36% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Bares Capital Management | 8 | 8 | 0.10% | 0.18% | 0.30% | Q1 2013 | Q4 2014 | 8 |
Covestor Ltd | 8 | 8 | 0.35% | 0.53% | 0.67% | Q4 2021 | Q3 2023 | 8 |
IMS Capital Management | 8 | 8 | 0.44% | 0.49% | 0.54% | Q2 2013 | Q1 2015 | 8 |
STRATEGIC WEALTH MANAGEMENT INC | 6 | 2 | 4.23% | 5.31% | 6.99% | Q4 2016 | Q1 2019 | 8 |
Kavar Capital Partners, LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q2 2019 | 8 |
Operose Advisors LLC | 8 | 8 | 0.04% | 0.11% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.06% | 0.07% | 0.08% | Q1 2014 | Q4 2015 | 8 |
JOURNEY STRATEGIC WEALTH LLC | 8 | 8 | 0.05% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
MAIRS & POWER INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2021 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.06% | 0.20% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Starfox Financial Services, LLC | 8 | 8 | 2.30% | 3.28% | 4.19% | Q4 2021 | Q3 2023 | 8 |
Kearns & Associates LLC | 8 | 8 | 3.80% | 4.82% | 5.76% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.44% | 0.58% | 0.75% | Q4 2021 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Echo45 Advisors LLC | 8 | 8 | 4.39% | 4.73% | 5.13% | Q4 2021 | Q3 2023 | 8 |
Allie Family Office LLC | 8 | 8 | 0.72% | 1.14% | 1.42% | Q4 2021 | Q3 2023 | 8 |
LifeGuide Financial Advisors, LLC | 8 | 8 | 0.22% | 0.47% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.13% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.57% | 0.70% | 0.91% | Q4 2021 | Q3 2023 | 8 |
Daiwa Securities Group Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.27% | 0.45% | 0.58% | Q4 2021 | Q3 2023 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 0.47% | 2.25% | 3.69% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.07% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
UNIONVIEW, LLC | 8 | 8 | 0.55% | 0.65% | 0.75% | Q4 2021 | Q3 2023 | 8 |
TrueWealth Financial Partners | 8 | 8 | 9.38% | 9.74% | 10.14% | Q4 2021 | Q3 2023 | 8 |
Fortress Wealth Management, Inc. | 8 | 8 | 0.26% | 0.36% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Von Berge Wealth Management Group, LLC | 8 | 8 | 2.06% | 2.31% | 2.66% | Q4 2021 | Q3 2023 | 8 |
RGT Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.05% | 0.07% | Q2 2020 | Q2 2022 | 8 |
New Legacy Group, LLC | 8 | 8 | 0.57% | 4.15% | 6.22% | Q4 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.16% | 0.24% | 0.35% | Q4 2021 | Q3 2023 | 8 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 8 | 8 | 0.73% | 1.52% | 2.68% | Q4 2021 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.00% | 0.44% | 3.50% | Q4 2021 | Q3 2023 | 8 |
TCWP LLC | 8 | 8 | 0.06% | 0.09% | 0.25% | Q4 2021 | Q3 2023 | 8 |
PACK Private Wealth, LLC | 8 | 8 | 10.35% | 10.91% | 11.66% | Q4 2021 | Q3 2023 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 5.57% | 5.85% | 6.14% | Q4 2021 | Q3 2023 | 8 |
Silver Oak Advisory Group, Inc. | 8 | 8 | 0.25% | 0.29% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Center For Asset Management LLC | 7 | 1 | 0.19% | 0.80% | 1.39% | Q4 2020 | Q4 2022 | 8 |
OLIO Financial Planning | 8 | 8 | 0.17% | 1.22% | 1.81% | Q4 2021 | Q3 2023 | 8 |
MAS Advisors LLC | 8 | 8 | 0.86% | 1.40% | 2.05% | Q4 2021 | Q3 2023 | 8 |
BRIGGS ADVISORY GROUP, INC. | 8 | 8 | 0.36% | 0.84% | 1.28% | Q4 2021 | Q3 2023 | 8 |
MOGY JOEL R INVESTMENT COUNSEL INC | 8 | 8 | 0.04% | 0.20% | 0.26% | Q2 2013 | Q1 2015 | 8 |
Alamar Capital Management, LLC | 8 | 8 | 0.16% | 0.23% | 0.30% | Q3 2021 | Q2 2023 | 8 |
Private Advisory Group LLC | 6 | 1 | 0.08% | 1.11% | 3.43% | Q4 2017 | Q2 2022 | 8 |
Madrona Financial Services, LLC | 7 | 1 | 0.29% | 2.59% | 3.23% | Q1 2015 | Q3 2022 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.70% | 0.85% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Anson Capital, Inc. | 8 | 8 | 0.36% | 0.49% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Conrad Siegel Investment Advisors, Inc. | 8 | 8 | 0.43% | 0.95% | 2.70% | Q4 2021 | Q3 2023 | 8 |
Waypoint Capital Advisors, LLC | 8 | 8 | 0.98% | 1.59% | 2.08% | Q4 2021 | Q3 2023 | 8 |
ACAS, LLC | 6 | 2 | 0.25% | 0.41% | 0.57% | Q1 2021 | Q3 2023 | 8 |
First Capital Advisors Group, LLC. | 7 | 1 | 0.04% | 0.28% | 0.39% | Q2 2017 | Q2 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q1 2015 | 8 |
Argentus Capital Management, LLC | 6 | 2 | 0.00% | 0.12% | 0.37% | Q2 2014 | Q3 2016 | 8 |
Morling Financial Advisors, LLC | 8 | 8 | 0.62% | 0.92% | 1.32% | Q4 2021 | Q3 2023 | 8 |
JBJ Investment Partners, LLC | 8 | 8 | 0.98% | 5.21% | 7.81% | Q1 2020 | Q4 2021 | 8 |
MONOGRAPH WEALTH ADVISORS, LLC | 8 | 8 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
GPWM LLC | 8 | 8 | 4.34% | 4.83% | 5.20% | Q4 2021 | Q3 2023 | 8 |
MEANS INVESTMENT CO., INC. | 8 | 8 | 0.66% | 1.04% | 1.28% | Q4 2021 | Q3 2023 | 8 |
BHF Kleinwort Benson Group S.A. | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2015 | 8 |
American Trust | 8 | 8 | 1.04% | 1.62% | 2.25% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.15% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Clear Creek Financial Management, LLC | 4 | 1 | 0.04% | 1.33% | 10.30% | Q2 2020 | Q3 2023 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.88% | 1.90% | 3.43% | Q4 2021 | Q3 2023 | 8 |
DBK Financial Counsel, LLC | 8 | 8 | 3.84% | 4.30% | 4.82% | Q4 2021 | Q3 2023 | 8 |
SOUTH GEORGIA CAPITAL, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2015 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.26% | 0.41% | 0.61% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.42% | 0.64% | 0.81% | Q2 2013 | Q1 2015 | 8 |
Custos Family Office, LLC | 8 | 8 | 2.29% | 7.63% | 13.26% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 5.02% | 5.60% | 6.17% | Q4 2021 | Q3 2023 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.98% | 1.15% | 1.34% | Q4 2021 | Q3 2023 | 8 |
WIMMER ASSOCIATES 1, LLC | 8 | 8 | 0.27% | 0.33% | 0.46% | Q3 2017 | Q2 2019 | 8 |
Venture Visionary Partners LLC | 8 | 8 | 0.14% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 0.19% | 0.21% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Austin Asset Management Co Inc | 8 | 8 | 0.15% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.08% | 0.19% | 0.58% | Q4 2021 | Q3 2023 | 8 |
DEFINED WEALTH MANAGEMENT, LLC | 7 | 1 | 0.11% | 1.34% | 2.80% | Q4 2020 | Q3 2023 | 8 |
MMA ASSET MANAGEMENT LLC | 8 | 8 | 0.28% | 1.06% | 4.69% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.23% | 1.27% | 1.68% | Q4 2021 | Q3 2023 | 8 |
Threshold Group LLC | 8 | 8 | 0.24% | 0.77% | 2.05% | Q4 2015 | Q3 2017 | 8 |
CHILDRESS CAPITAL ADVISORS, LLC | 8 | 8 | 0.12% | 0.20% | 0.28% | Q3 2021 | Q2 2023 | 8 |
Fiduciary Wealth Partners, LLC | 8 | 8 | 0.16% | 0.35% | 0.70% | Q4 2015 | Q3 2017 | 8 |
Helen Stephens Group, LLC | 8 | 8 | 2.70% | 3.10% | 3.69% | Q4 2021 | Q3 2023 | 8 |
Rede Wealth, LLC | 7 | 1 | 0.12% | 0.17% | 0.21% | Q1 2021 | Q2 2023 | 8 |
CATALYST PRIVATE WEALTH, LLC | 5 | 1 | 0.03% | 0.67% | 1.62% | Q3 2020 | Q4 2023 | 8 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 8 | 8 | 1.00% | 3.65% | 5.11% | Q4 2016 | Q3 2018 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 1.60% | 5.90% | 9.19% | Q4 2021 | Q3 2023 | 8 |
Tanager Wealth Management LLP | 8 | 8 | 0.25% | 1.74% | 2.92% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.25% | 0.33% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.05% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 0.82% | 1.07% | 1.48% | Q4 2021 | Q3 2023 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 1.90% | 2.38% | 2.70% | Q4 2018 | Q3 2020 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.12% | 0.23% | 0.30% | Q4 2021 | Q3 2023 | 8 |
OPUS INVESTMENT MANAGEMENT INC | 8 | 8 | 12.34% | 14.78% | 19.12% | Q2 2013 | Q1 2015 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 8 |
Financial Network Wealth Management LLC | 8 | 8 | 0.12% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 8 |
TI-TRUST, INC | 8 | 8 | 1.56% | 1.75% | 1.85% | Q4 2021 | Q3 2023 | 8 |
DB Fitzpatrick & Co, Inc | 8 | 8 | 0.07% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 8 |
H&H Retirement Design & Management INC | 8 | 8 | 0.14% | 0.92% | 1.65% | Q4 2021 | Q3 2023 | 8 |
Blooom, Inc. | 8 | 8 | 0.38% | 0.58% | 0.98% | Q4 2020 | Q3 2022 | 8 |
Activest Wealth Management | 6 | 1 | 0.33% | 0.55% | 1.15% | Q1 2021 | Q3 2023 | 8 |
Summit Wealth Group, LLC | 5 | 1 | 0.70% | 2.39% | 3.54% | Q4 2019 | Q2 2023 | 8 |
RS CRUM INC. | 8 | 8 | 0.59% | 1.16% | 1.92% | Q4 2021 | Q3 2023 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 1.50% | 1.87% | 2.02% | Q4 2021 | Q3 2023 | 8 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.01% | 0.33% | 0.95% | Q1 2017 | Q1 2020 | 8 |
Pariax, LLC | 8 | 8 | 5.50% | 8.33% | 12.87% | Q4 2021 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.04% | 0.13% | 0.20% | Q4 2019 | Q3 2021 | 8 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.15% | 0.31% | Q3 2020 | Q1 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
GREENWOOD GEARHART INC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2022 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 0.80% | 0.88% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.96% | 1.51% | 2.33% | Q4 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.27% | 0.36% | 0.42% | Q4 2021 | Q3 2023 | 8 |
GIRARD SECURITIES, INC. | 8 | 8 | 0.29% | 0.40% | 0.51% | Q4 2015 | Q3 2017 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 1.23% | 1.38% | 1.52% | Q4 2021 | Q3 2023 | 8 |
SELDON CAPITAL LP | 8 | 8 | 0.92% | 1.10% | 1.42% | Q4 2021 | Q3 2023 | 8 |
Grant/GrossMendelsohn, LLC | 8 | 8 | 0.19% | 0.27% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q2 2022 | 8 |
Alliance Wealth Management Group | 3 | 1 | 0.06% | 0.35% | 0.83% | Q1 2017 | Q4 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 1.16% | 1.27% | 1.49% | Q4 2021 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 2.37% | 2.57% | 2.79% | Q4 2021 | Q3 2023 | 8 |
ARVEST TRUST CO N A | 8 | 8 | 1.31% | 1.37% | 1.46% | Q4 2021 | Q3 2023 | 8 |
QVR LLC | 4 | 1 | 0.02% | 0.13% | 0.35% | Q3 2018 | Q1 2020 | 8 |
Compass Advisory Group LLC | 8 | 8 | 0.20% | 0.38% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 3.53% | 3.98% | 4.25% | Q1 2017 | Q4 2018 | 8 |
HUTCHENS INVESTMENT MANAGEMENT INC | 8 | 8 | 0.00% | 0.31% | 0.51% | Q1 2016 | Q4 2017 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 1.90% | 2.07% | 2.33% | Q4 2021 | Q3 2023 | 8 |
Stewardship Financial Advisors, LLC | 7 | 7 | 0.01% | 1.78% | 4.41% | Q3 2018 | Q1 2020 | 7 |
Hernani Holdings LLC | 7 | 7 | 8.03% | 8.87% | 10.30% | Q4 2019 | Q2 2021 | 7 |
Redwood Investments, LLC | 7 | 7 | 0.06% | 0.13% | 0.18% | Q1 2022 | Q3 2023 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
FIRST AMERICAN TRUST, FSB | 3 | 2 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.71% | 0.78% | 0.92% | Q3 2019 | Q1 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
AHL Partners LLP | 4 | 1 | 0.03% | 0.78% | 1.11% | Q3 2014 | Q4 2017 | 7 |
INVESTMENT HOUSE LLC | 2 | 1 | 0.04% | 0.08% | 0.17% | Q2 2013 | Q4 2019 | 7 |
White Pine Investment CO | 7 | 7 | 1.27% | 1.56% | 1.83% | Q2 2013 | Q4 2014 | 7 |
Cahill Wealth Management, LLC | 7 | 7 | 0.15% | 0.29% | 0.58% | Q1 2022 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.03% | 0.06% | 0.16% | Q4 2019 | Q2 2021 | 7 |
Abu Dhabi Investment Council | 7 | 7 | 2.29% | 16.39% | 50.30% | Q4 2013 | Q2 2015 | 7 |
Faithward Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
HOWARD FINANCIAL SERVICES, LTD. | 6 | 1 | 0.05% | 0.20% | 0.29% | Q1 2021 | Q4 2022 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.27% | 0.39% | 0.53% | Q2 2013 | Q4 2014 | 7 |
PUTNAM INVESTMENTS LLC | 7 | 7 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q4 2014 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Renasant Bank | 7 | 7 | 0.17% | 0.26% | 0.54% | Q4 2020 | Q2 2022 | 7 |
Pallas Capital Advisors LLC | 7 | 7 | 0.03% | 0.09% | 0.16% | Q1 2021 | Q3 2022 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.09% | 0.11% | 0.14% | Q4 2019 | Q2 2021 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 7 |
Eastover Investment Advisors LLC | 7 | 7 | 0.21% | 0.22% | 0.24% | Q1 2022 | Q3 2023 | 7 |
IVC Wealth Advisors LLC | 7 | 7 | 0.21% | 0.23% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Trevian Wealth Management LLC | 6 | 1 | 1.09% | 2.35% | 3.33% | Q4 2021 | Q3 2023 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.27% | 0.35% | 0.39% | Q2 2013 | Q4 2014 | 7 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 7 |
Greenfield Savings Bank | 7 | 7 | 0.24% | 0.29% | 0.36% | Q2 2022 | Q4 2023 | 7 |
Pine Haven Investment Counsel, Inc | 7 | 7 | 0.22% | 0.26% | 0.30% | Q4 2021 | Q2 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Rinkey Investments | 4 | 3 | 0.26% | 0.46% | 1.23% | Q4 2021 | Q3 2023 | 7 |
RHS Financial, LLC | 7 | 7 | 0.28% | 0.42% | 0.56% | Q1 2022 | Q3 2023 | 7 |
REINHART PARTNERS, LLC. | 6 | 1 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q1 2015 | 7 |
New Perspectives, Inc | 7 | 7 | 1.69% | 2.58% | 3.08% | Q2 2021 | Q4 2022 | 7 |
Vickerman Investment Advisors, Inc. | 7 | 7 | 0.14% | 0.31% | 0.42% | Q3 2021 | Q1 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.04% | 0.20% | 0.25% | Q1 2022 | Q3 2023 | 7 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 7 | 7 | 0.72% | 1.18% | 1.54% | Q2 2014 | Q4 2015 | 7 |
PATTON ALBERTSON MILLER GROUP, LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 7 |
Crew Capital Management, Ltd. | 7 | 7 | 0.40% | 0.90% | 1.16% | Q1 2021 | Q3 2022 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.67% | 0.99% | Q1 2022 | Q3 2023 | 7 |
Gibson Capital, LLC | 5 | 1 | 0.01% | 0.31% | 0.47% | Q2 2014 | Q3 2021 | 7 |
Platte River Wealth Advisors, LLC | 6 | 1 | 0.20% | 1.44% | 7.36% | Q4 2019 | Q3 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 1.61% | 1.96% | 2.18% | Q2 2020 | Q4 2021 | 7 |
Clear Perspectives Financial Planning, LLC | 5 | 2 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.37% | 0.43% | 0.46% | Q2 2022 | Q4 2023 | 7 |
Salomon & Ludwin, LLC | 4 | 1 | 0.00% | 0.22% | 0.41% | Q4 2019 | Q3 2023 | 7 |
FIDUCIENT ADVISORS LLC | 6 | 1 | 0.26% | 2.23% | 4.02% | Q4 2017 | Q1 2020 | 7 |
WEST CHESTER CAPITAL ADVISORS, INC | 7 | 7 | 0.27% | 0.35% | 0.50% | Q2 2013 | Q4 2014 | 7 |
Twelve Points Wealth Management LLC | 7 | 7 | 0.11% | 0.16% | 0.24% | Q1 2022 | Q3 2023 | 7 |
PGGM Investments | 5 | 2 | 0.01% | 0.04% | 0.08% | Q1 2014 | Q4 2015 | 7 |
Marshall Financial Group LLC | 7 | 7 | 0.18% | 0.38% | 0.54% | Q1 2022 | Q3 2023 | 7 |
Paloma Partners Management Co | 6 | 1 | 0.01% | 0.12% | 0.59% | Q3 2017 | Q4 2022 | 7 |
Alley Investment Management Company, LLC | 7 | 7 | 0.58% | 0.63% | 0.71% | Q1 2022 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.17% | 0.27% | 0.38% | Q1 2022 | Q3 2023 | 7 |
Wealthstreet Investment Advisors, LLC | 4 | 3 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q4 2019 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 0.06% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Adero Partners, LLC | 5 | 2 | 0.05% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 7 |
Atlas Brown,Inc. | 4 | 1 | 0.08% | 0.09% | 0.10% | Q3 2014 | Q3 2023 | 7 |
Cumberland Partners Ltd | 3 | 2 | 0.02% | 0.13% | 0.28% | Q2 2018 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Chico Wealth RIA | 7 | 7 | 0.27% | 0.41% | 0.94% | Q1 2022 | Q3 2023 | 7 |
AMARILLO NATIONAL BANK | 7 | 7 | 0.07% | 0.09% | 0.12% | Q1 2017 | Q3 2018 | 7 |
Delos Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.03% | Q2 2021 | Q4 2022 | 7 |
Horizon Investment Services, LLC | 5 | 2 | 0.08% | 0.11% | 0.14% | Q1 2015 | Q2 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.43% | 0.52% | 0.60% | Q1 2022 | Q3 2023 | 7 |
X-Square Capital, LLC | 7 | 7 | 0.64% | 0.90% | 1.38% | Q4 2017 | Q2 2019 | 7 |
NORTHSTAR WEALTH PARTNERS LLC | 6 | 1 | 0.09% | 0.11% | 0.13% | Q1 2018 | Q4 2019 | 7 |
RELIANCE TRUST CO | 7 | 7 | 0.57% | 0.86% | 1.04% | Q2 2013 | Q4 2014 | 7 |
OTA Financial Group L.P. | 5 | 2 | 0.16% | 0.73% | 3.05% | Q3 2013 | Q1 2018 | 7 |
Joseph P. Lucia & Associates, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 7 |
Oldfather Financial Services, LLC | 6 | 1 | 0.12% | 0.16% | 0.23% | Q4 2019 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.52% | 0.70% | 0.91% | Q2 2013 | Q4 2014 | 7 |
COLUMBIA ADVISORY PARTNERS LLC | 4 | 3 | 0.27% | 0.70% | 3.18% | Q4 2021 | Q3 2023 | 7 |
Resurgent Financial Advisors LLC | 7 | 7 | 0.09% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Private Vista, LLC | 5 | 2 | 0.06% | 0.13% | 0.47% | Q1 2018 | Q2 2020 | 7 |
Geller Advisors LLC | 4 | 1 | 0.04% | 1.84% | 6.61% | Q3 2014 | Q3 2023 | 7 |
Field & Main Bank | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2015 | 7 |
JOHN G ULLMAN & ASSOCIATES INC | 6 | 1 | 0.04% | 0.17% | 0.37% | Q1 2021 | Q3 2023 | 7 |
Heritage Financial Services, LLC | 4 | 3 | 0.01% | 0.15% | 0.35% | Q4 2021 | Q3 2023 | 7 |
BARING ASSET MANAGEMENT Ltd | 7 | 7 | 0.05% | 0.09% | 0.15% | Q1 2016 | Q3 2017 | 7 |
Redhawk Wealth Advisors, Inc. | 5 | 2 | 0.05% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 7 |
Li Winifred I | 7 | 7 | 0.72% | 0.80% | 0.90% | Q2 2013 | Q4 2014 | 7 |
Three Bridge Wealth Advisors, LLC | 7 | 7 | 1.90% | 2.36% | 2.78% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.15% | 0.18% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.05% | 0.17% | Q3 2019 | Q3 2023 | 7 |
FIRST CITIZENS BANCORPORATION INC | 7 | 7 | 0.96% | 1.09% | 1.31% | Q2 2013 | Q4 2014 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2020 | 7 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 3 | 0.17% | 0.34% | 0.77% | Q2 2013 | Q1 2023 | 7 |
Apexium Financial, LP | 6 | 1 | 0.03% | 0.10% | 0.31% | Q4 2019 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.04% | 0.17% | 0.32% | Q1 2021 | Q4 2022 | 7 |
Copperwynd Financial, LLC | 6 | 1 | 1.34% | 2.18% | 3.96% | Q4 2017 | Q1 2021 | 7 |
First Western Trust Bank | 7 | 7 | 0.02% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.49% | 0.72% | 0.93% | Q1 2022 | Q3 2023 | 7 |
Vise Technologies, Inc. | 7 | 7 | 1.93% | 2.38% | 2.85% | Q1 2022 | Q3 2023 | 7 |
MCDONALD PARTNERS LLC | 7 | 7 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q2 2022 | 7 |
PRIVATE CAPITAL MANAGEMENT INC | 7 | 7 | 0.23% | 0.44% | 0.60% | Q4 2015 | Q2 2017 | 7 |
Leeward Financial Partners, LLC | 7 | 7 | 1.35% | 2.65% | 3.33% | Q4 2021 | Q2 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 7 |
Landmark Bank | 7 | 7 | 1.20% | 3.05% | 3.64% | Q2 2018 | Q4 2019 | 7 |
WILLIAM HARRIS INVESTORS INC | 7 | 7 | 0.18% | 0.43% | 0.61% | Q2 2013 | Q4 2014 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.19% | 0.24% | 0.31% | Q2 2013 | Q4 2014 | 7 |
True Link Financial Advisors, LLC | 6 | 1 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q3 2022 | 7 |
Psagot Value Holdings Ltd. / (Israel) | 5 | 2 | 0.01% | 0.36% | 1.01% | Q4 2021 | Q3 2023 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 0.90% | 1.19% | 1.50% | Q4 2021 | Q3 2023 | 7 |
tru Independence LLC | 7 | 7 | 0.01% | 0.22% | 0.68% | Q4 2019 | Q2 2021 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.28% | 0.42% | 0.66% | Q1 2022 | Q3 2023 | 7 |
First Ascent Asset Management, LLC | 7 | 7 | 0.16% | 0.19% | 0.33% | Q1 2022 | Q3 2023 | 7 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 7 | 7 | 0.32% | 2.87% | 4.40% | Q1 2015 | Q3 2016 | 7 |
Total Wealth Planning, LLC | 7 | 7 | 0.13% | 0.20% | 0.28% | Q1 2022 | Q3 2023 | 7 |
AVAII WEALTH MANAGEMENT, LLC | 7 | 7 | 0.24% | 0.35% | 0.45% | Q1 2022 | Q3 2023 | 7 |
SVA Wealth Management, LLC | 7 | 7 | 0.04% | 0.14% | 0.26% | Q4 2013 | Q2 2015 | 7 |
Calamos Wealth Management LLC | 6 | 1 | 0.04% | 0.04% | 0.06% | Q1 2017 | Q4 2019 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.12% | 0.29% | 0.44% | Q4 2016 | Q2 2018 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 7 |
SOFI WEALTH, LLC | 7 | 7 | 6.34% | 6.51% | 6.83% | Q1 2022 | Q3 2023 | 7 |
Colonial River Wealth Management, LLC | 6 | 6 | 0.14% | 0.15% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Edgestream Partners, L.P. | 2 | 1 | 0.02% | 0.17% | 0.52% | Q2 2014 | Q3 2023 | 6 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 6 | 6 | 0.15% | 0.24% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Blue Chip Partners, LLC | 5 | 1 | 0.01% | 0.78% | 0.99% | Q4 2018 | Q2 2022 | 6 |
QUALCOMM INC/DE | 6 | 6 | 7.22% | 9.99% | 13.54% | Q2 2013 | Q3 2014 | 6 |
Cypress Wealth Advisors LLC | 5 | 1 | 0.10% | 0.12% | 0.16% | Q2 2015 | Q1 2017 | 6 |
Verition Fund Management LLC | 3 | 1 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q2 2020 | 6 |
Flower City Capital | 6 | 6 | 0.27% | 1.54% | 3.25% | Q4 2021 | Q1 2023 | 6 |
Investure, LLC | 6 | 6 | 5.17% | 15.83% | 28.96% | Q2 2013 | Q3 2014 | 6 |
My Legacy Advisors, LLC | 6 | 6 | 0.09% | 0.73% | 2.76% | Q1 2022 | Q2 2023 | 6 |
IBEX WEALTH ADVISORS | 2 | 1 | 0.00% | 0.24% | 0.41% | Q4 2016 | Q2 2019 | 6 |
Echo Wealth Management, LLC | 6 | 6 | 0.27% | 0.40% | 0.48% | Q4 2020 | Q1 2022 | 6 |
Greenspring Advisors, LLC | 6 | 6 | 0.20% | 0.30% | 0.39% | Q4 2021 | Q1 2023 | 6 |
3D ASSET MANAGEMENT, INC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q3 2014 | 6 |
Arkos Global Advisors | 6 | 6 | 0.62% | 0.78% | 0.83% | Q4 2018 | Q1 2020 | 6 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
InTrack Investment Management Inc | 6 | 6 | 0.42% | 0.74% | 0.89% | Q3 2022 | Q4 2023 | 6 |
Transform Wealth, LLC | 4 | 2 | 0.04% | 0.08% | 0.12% | Q2 2019 | Q1 2021 | 6 |
Biltmore Capital Advisors LLC | 5 | 1 | 0.05% | 0.79% | 4.47% | Q4 2018 | Q4 2021 | 6 |
CREDIT AGRICOLE S A | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Catamount Wealth Management | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2018 | 6 |
DIVIDEND ASSETS CAPITAL, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.15% | 0.22% | 0.26% | Q2 2015 | Q3 2016 | 6 |
L.M. KOHN & COMPANY | 4 | 2 | 0.10% | 0.13% | 0.17% | Q1 2022 | Q3 2023 | 6 |
TRUST CO OF OKLAHOMA | 6 | 6 | 0.10% | 0.13% | 0.16% | Q3 2020 | Q4 2021 | 6 |
HORIZON BANCORP INC /IN/ | 4 | 2 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.33% | 0.55% | 0.80% | Q2 2013 | Q3 2014 | 6 |
Boltwood Capital Management | 4 | 1 | 0.16% | 0.32% | 0.41% | Q4 2018 | Q4 2023 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.04% | 1.11% | 3.69% | Q4 2019 | Q1 2021 | 6 |
Tranquility Partners, LLC | 6 | 6 | 0.14% | 0.16% | 0.21% | Q1 2021 | Q2 2022 | 6 |
Vigilare Wealth Management | 5 | 1 | 0.19% | 0.25% | 0.31% | Q4 2019 | Q4 2021 | 6 |
Visionary Asset Management, Inc. | 4 | 2 | 0.01% | 0.12% | 0.34% | Q2 2014 | Q2 2018 | 6 |
Lumature Wealth Partners, LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 6 |
Summit Equities Inc | 6 | 6 | 0.11% | 0.19% | 0.24% | Q2 2017 | Q3 2018 | 6 |
Stone Asset Management Inc. | 6 | 6 | 3.61% | 4.41% | 5.29% | Q4 2021 | Q1 2023 | 6 |
Matisse Capital | 3 | 3 | 0.07% | 0.14% | 0.20% | Q2 2021 | Q3 2023 | 6 |
RUSSELL FRANK CO/ | 3 | 3 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2015 | 6 |
DEARBORN PARTNERS LLC | 4 | 2 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q4 2019 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 3.35% | 3.71% | 4.03% | Q2 2022 | Q3 2023 | 6 |
Hikari Tsushin, Inc. | 6 | 6 | 0.06% | 0.10% | 0.12% | Q3 2018 | Q4 2019 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.22% | 0.23% | 0.26% | Q2 2013 | Q3 2014 | 6 |
Capital Planning LLC | 6 | 6 | 0.11% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Legacy Financial Advisors, Inc. | 5 | 1 | 0.00% | 0.11% | 0.43% | Q4 2017 | Q3 2022 | 6 |
Biechele Royce Advisors | 4 | 2 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q2 2023 | 6 |
Semper Trust Co. | 3 | 3 | 0.11% | 0.14% | 0.19% | Q4 2013 | Q2 2015 | 6 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 6 | 6 | 0.10% | 0.13% | 0.15% | Q2 2021 | Q3 2022 | 6 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6 | 6 | 0.13% | 0.21% | 0.28% | Q4 2019 | Q1 2021 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Blueprint Investment Partners LLC | 6 | 6 | 0.41% | 0.49% | 0.58% | Q4 2021 | Q1 2023 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
CYPRESS FINANCIAL PLANNING LLC | 6 | 6 | 3.44% | 3.66% | 3.82% | Q2 2022 | Q3 2023 | 6 |
PartnerRe Asset Management CORP | 6 | 6 | 10.14% | 18.41% | 32.11% | Q4 2014 | Q1 2016 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.25% | 0.30% | 0.34% | Q2 2013 | Q3 2014 | 6 |
West Oak Capital, LLC | 5 | 1 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q3 2018 | 6 |
Quadrant Capital Management, LLC | 6 | 6 | 1.02% | 1.18% | 1.34% | Q2 2017 | Q3 2018 | 6 |
Hernani LP | 6 | 6 | 8.88% | 9.93% | 11.58% | Q4 2021 | Q1 2023 | 6 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.42% | 0.77% | 1.01% | Q4 2019 | Q2 2021 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.12% | 0.15% | 0.18% | Q2 2013 | Q3 2014 | 6 |
Lionsbridge Wealth Management LLC | 5 | 1 | 0.02% | 1.20% | 1.70% | Q4 2019 | Q1 2022 | 6 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 6 | 6 | 0.38% | 1.20% | 1.64% | Q4 2020 | Q1 2022 | 6 |
Cardan Capital Partners, LLC | 6 | 6 | 0.24% | 0.26% | 0.30% | Q1 2017 | Q2 2018 | 6 |
NorthCrest Asset Manangement, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
Seaside Wealth Management, Inc. | 6 | 6 | 0.55% | 4.06% | 6.03% | Q2 2022 | Q3 2023 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 1.79% | 2.10% | 2.56% | Q2 2022 | Q3 2023 | 6 |
Community Financial Services Group, LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 6 |
Watershed Asset Management, L.L.C. | 4 | 2 | 3.03% | 3.21% | 3.38% | Q4 2021 | Q3 2023 | 6 |
Red Cedar Capital, LLC | 6 | 6 | 0.00% | 0.05% | 0.06% | Q3 2021 | Q4 2022 | 6 |
GeoWealth Management, LLC | 4 | 1 | 0.01% | 0.36% | 1.35% | Q3 2019 | Q3 2023 | 6 |
DARRELL & KING LLC | 4 | 2 | 0.41% | 1.50% | 4.46% | Q1 2018 | Q3 2019 | 6 |
Bluefin Trading, LLC | 2 | 1 | 0.06% | 1.83% | 9.04% | Q2 2013 | Q4 2017 | 6 |
Asset Management Advisors, LLC | 6 | 6 | 3.16% | 4.14% | 5.15% | Q3 2020 | Q4 2021 | 6 |
Integer Wealth Advisors Group LLC | 6 | 6 | 0.16% | 0.28% | 0.33% | Q4 2019 | Q1 2021 | 6 |
Fortis Capital Management LLC | 6 | 6 | 0.09% | 0.28% | 0.63% | Q2 2022 | Q3 2023 | 6 |
Antonetti Capital Management LLC | 6 | 6 | 0.01% | 0.83% | 1.20% | Q2 2013 | Q3 2014 | 6 |
APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 6 | 6 | 1.77% | 3.06% | 4.33% | Q2 2016 | Q3 2017 | 6 |
360 Financial, Inc. | 5 | 1 | 0.10% | 0.16% | 0.38% | Q4 2019 | Q4 2021 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.90% | 1.12% | 1.41% | Q2 2022 | Q3 2023 | 6 |
Tatro Capital, LLC | 6 | 6 | 0.29% | 3.41% | 4.30% | Q4 2020 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.10% | 0.15% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Strategic Financial Services, Inc, | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.12% | 0.14% | 0.20% | Q2 2013 | Q3 2014 | 6 |
Braun-Bostich & Associates Inc. | 6 | 6 | 0.74% | 1.71% | 2.25% | Q1 2022 | Q2 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.07% | 0.16% | Q2 2018 | Q3 2019 | 6 |
APPLETON GROUP, LLC | 2 | 1 | 7.68% | 9.38% | 10.27% | Q3 2013 | Q1 2016 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.08% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 6 |
Investmark Advisory Group LLC | 3 | 3 | 0.14% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.22% | 0.37% | 0.54% | Q2 2022 | Q3 2023 | 6 |
Caerus Investment Advisors, LLC | 6 | 6 | 0.29% | 0.34% | 0.43% | Q4 2021 | Q1 2023 | 6 |
Brio Consultants, LLC | 6 | 6 | 0.29% | 0.39% | 0.47% | Q4 2018 | Q1 2020 | 6 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 6 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 6 | 6 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q3 2014 | 6 |
Wealth & Pension Services Group, Inc. | 6 | 6 | 1.08% | 1.80% | 3.21% | Q2 2018 | Q3 2019 | 6 |
DRW Securities, LLC | 3 | 1 | 0.03% | 0.56% | 0.88% | Q4 2018 | Q3 2023 | 6 |
Triangle Securities Wealth Management | 5 | 1 | 0.00% | 0.13% | 0.16% | Q2 2013 | Q4 2019 | 6 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.17% | 1.01% | 2.36% | Q1 2017 | Q3 2020 | 6 |
Shepherd Financial Partners LLC | 6 | 6 | 0.16% | 0.70% | 3.02% | Q2 2022 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.07% | 0.13% | 0.18% | Q1 2022 | Q2 2023 | 6 |
Beacon Capital Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 6 |
Glen Harbor Capital Management LLC | 6 | 6 | 0.32% | 0.34% | 0.36% | Q2 2018 | Q3 2019 | 6 |
SADOFF INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2021 | 6 |
McGuire Investment Group, LLC | 6 | 6 | 1.24% | 1.29% | 1.34% | Q3 2018 | Q4 2019 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Quantum Financial Advisors, LLC | 6 | 6 | 0.17% | 0.20% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Joule Financial, LLC | 6 | 6 | 2.91% | 3.32% | 4.22% | Q2 2022 | Q3 2023 | 6 |
Meadow Creek Investment Management LLC | 6 | 6 | 0.48% | 0.51% | 0.54% | Q2 2018 | Q3 2019 | 6 |
IBM Retirement Fund | 6 | 6 | 0.96% | 1.11% | 1.23% | Q3 2014 | Q4 2015 | 6 |
Polianta Ltd | 4 | 2 | 3.67% | 4.30% | 4.81% | Q1 2022 | Q3 2023 | 6 |
Investments & Financial Planning, LLC | 3 | 3 | 0.18% | 0.25% | 0.30% | Q4 2021 | Q2 2023 | 6 |
MATRIX ASSET ADVISORS INC/NY | 4 | 2 | 0.03% | 0.12% | 0.18% | Q1 2022 | Q3 2023 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.04% | 0.08% | 0.11% | Q4 2015 | Q1 2017 | 6 |
Elkfork Partners LLC | 6 | 6 | 0.48% | 0.51% | 0.54% | Q2 2018 | Q3 2019 | 6 |
Carson Advisory Inc. | 6 | 6 | 0.23% | 0.30% | 0.38% | Q4 2021 | Q1 2023 | 6 |
Obsidian Personal Planning Solutions LLC | 6 | 6 | 0.67% | 1.18% | 1.50% | Q2 2022 | Q3 2023 | 6 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 1 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 6 |
Harvest Fund Management Co., Ltd | 5 | 1 | 0.02% | 0.06% | 0.10% | Q2 2018 | Q4 2019 | 6 |
Cynosure Group, LLC | 5 | 1 | 0.14% | 4.64% | 6.41% | Q4 2018 | Q3 2023 | 6 |
MAGNOLIA CAPITAL ADVISORS LLC | 5 | 1 | 0.45% | 1.24% | 2.27% | Q4 2019 | Q2 2021 | 6 |
Marietta Wealth Management, LLC | 5 | 1 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q2 2022 | 6 |
CORTLAND ASSOCIATES INC/MO | 3 | 3 | 0.02% | 0.12% | 0.24% | Q3 2016 | Q4 2021 | 6 |
Neuburgh Advisers LLC | 6 | 6 | 0.36% | 0.39% | 0.42% | Q2 2018 | Q3 2019 | 6 |
Arlington Capital Management, Inc. | 3 | 1 | 0.39% | 1.00% | 1.72% | Q3 2020 | Q3 2023 | 6 |
B & T Capital Management DBA Alpha Capital Management | 6 | 6 | 0.13% | 0.36% | 0.56% | Q4 2016 | Q1 2018 | 6 |
KRAFT ASSET MANAGEMENT, LLC | 6 | 6 | 0.52% | 0.73% | 0.79% | Q2 2022 | Q3 2023 | 6 |
TIVERTON ASSET MANAGEMENT LLC | 6 | 6 | 3.02% | 4.03% | 4.95% | Q2 2018 | Q3 2019 | 6 |
Personal Wealth Partners | 3 | 1 | 0.04% | 0.08% | 0.15% | Q2 2019 | Q1 2022 | 6 |
Landmark Wealth Management, LLC | 3 | 1 | 0.97% | 1.10% | 1.41% | Q4 2021 | Q3 2023 | 6 |
Claraphi Advisory Network, LLC | 5 | 1 | 0.01% | 0.13% | 0.29% | Q1 2019 | Q3 2020 | 6 |
Stewardship Advisors, LLC | 6 | 6 | 0.12% | 0.96% | 1.70% | Q1 2020 | Q2 2021 | 6 |
Fortitude Advisory Group L.L.C. | 3 | 3 | 0.13% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 6 |
BROOKS, MOORE & ASSOCIATES, INC. | 6 | 6 | 0.14% | 0.18% | 0.21% | Q4 2020 | Q1 2022 | 6 |
Olympiad Research LP | 5 | 5 | 0.21% | 0.74% | 2.02% | Q1 2021 | Q1 2022 | 5 |
DeDora Capital, Inc. | 3 | 1 | 0.03% | 0.99% | 1.77% | Q4 2017 | Q1 2022 | 5 |
PARK NATIONAL CORP /OH/ | 5 | 5 | 0.02% | 0.04% | 0.07% | Q4 2022 | Q4 2023 | 5 |
Alpha Cubed Investments, LLC | 2 | 1 | 0.02% | 0.08% | 0.31% | Q3 2017 | Q4 2019 | 5 |
QCM Cayman, Ltd. | 2 | 1 | 0.10% | 1.97% | 7.23% | Q4 2014 | Q3 2021 | 5 |
Quantum Capital Management, LLC / NJ | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 5 |
HNP Capital LLC | 4 | 1 | 0.23% | 0.56% | 0.90% | Q4 2018 | Q1 2020 | 5 |
MU Investments Co., Ltd. | 5 | 5 | 0.02% | 0.05% | 0.07% | Q2 2014 | Q2 2015 | 5 |
Grantham, Mayo, Van Otterloo & Co. LLC | 4 | 1 | 0.02% | 0.15% | 0.24% | Q2 2013 | Q3 2017 | 5 |
Keudell/Morrison Wealth Management | 5 | 5 | 0.12% | 0.13% | 0.15% | Q3 2022 | Q3 2023 | 5 |
MD Financial Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
XPONANCE, INC. | 5 | 5 | 0.08% | 3.26% | 8.98% | Q4 2019 | Q4 2020 | 5 |
Karp Capital Management Corp | 5 | 5 | 0.09% | 0.32% | 1.18% | Q2 2021 | Q2 2022 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 0.08% | 0.13% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Sequent Asset Management, LLC | 5 | 5 | 0.15% | 0.16% | 0.16% | Q2 2014 | Q2 2015 | 5 |
Seven Bridges Advisors LLC | 3 | 1 | 0.38% | 3.42% | 10.57% | Q1 2016 | Q1 2018 | 5 |
FORBES J M & CO LLP | 3 | 2 | 1.32% | 1.64% | 2.00% | Q1 2018 | Q3 2022 | 5 |
Capital Group Private Client Services, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.45% | 1.43% | 1.74% | Q4 2018 | Q4 2019 | 5 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.10% | 0.21% | 0.26% | Q4 2021 | Q3 2023 | 5 |
Parkside Advisors LLC | 5 | 5 | 0.20% | 0.23% | 0.25% | Q4 2018 | Q4 2019 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 2.54% | 2.89% | 3.95% | Q2 2013 | Q2 2014 | 5 |
Quantitative Advantage, LLC | 3 | 2 | 0.37% | 1.67% | 2.61% | Q2 2014 | Q1 2018 | 5 |
LYELL WEALTH MANAGEMENT, LP | 5 | 5 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q4 2021 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Sunbelt Securities, Inc. | 3 | 1 | 0.01% | 0.05% | 0.13% | Q4 2016 | Q3 2023 | 5 |
RFG HOLDINGS, INC. | 3 | 2 | 1.34% | 2.66% | 4.44% | Q4 2020 | Q2 2023 | 5 |
Donald L. Hagan, LLC | 5 | 5 | 1.21% | 2.16% | 3.40% | Q3 2016 | Q3 2017 | 5 |
BERRY GROUP, LLC | 5 | 5 | 2.37% | 2.62% | 2.98% | Q4 2019 | Q4 2020 | 5 |
BTR CAPITAL MANAGEMENT INC | 4 | 1 | 0.06% | 0.21% | 0.34% | Q2 2013 | Q4 2015 | 5 |
Vectors Research Management, LLC | 5 | 5 | 0.20% | 0.45% | 0.69% | Q3 2018 | Q3 2019 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 1.21% | 2.30% | 3.29% | Q2 2013 | Q2 2014 | 5 |
VisionPoint Advisory Group, LLC | 3 | 2 | 0.00% | 0.75% | 1.63% | Q4 2020 | Q3 2023 | 5 |
HighVista Strategies LLC | 4 | 1 | 0.77% | 5.50% | 10.16% | Q2 2013 | Q1 2018 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.48% | 0.64% | 0.79% | Q4 2021 | Q4 2022 | 5 |
KELLOGG W K FOUNDATION TRUST | 5 | 5 | 0.26% | 0.28% | 0.30% | Q2 2013 | Q2 2014 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.04% | 0.15% | 0.21% | Q4 2020 | Q4 2021 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.22% | 0.33% | 0.45% | Q1 2015 | Q1 2016 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.43% | 0.45% | 0.47% | Q3 2022 | Q3 2023 | 5 |
Permanens Capital L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Frontier Asset Management, LLC | 5 | 5 | 6.90% | 13.21% | 15.11% | Q3 2022 | Q3 2023 | 5 |
Winthrop Partners - WNY, LLC | 4 | 1 | 0.12% | 0.46% | 0.68% | Q1 2018 | Q3 2019 | 5 |
Gryphon Financial Partners LLC | 3 | 1 | 0.03% | 0.09% | 0.28% | Q4 2017 | Q1 2021 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.08% | 0.18% | 0.56% | Q3 2022 | Q3 2023 | 5 |
MGO Private Wealth, LLC | 5 | 5 | 1.83% | 2.97% | 3.75% | Q3 2022 | Q3 2023 | 5 |
Orcam Financial Group | 5 | 5 | 0.38% | 0.41% | 0.43% | Q4 2021 | Q4 2022 | 5 |
Winthrop Advisory Group LLC | 4 | 1 | 0.05% | 0.60% | 0.76% | Q4 2021 | Q3 2023 | 5 |
Elk River Wealth Management, LLC | 5 | 5 | 0.10% | 0.14% | 0.18% | Q4 2020 | Q4 2021 | 5 |
Portfolio Strategies Inc | 5 | 5 | 0.18% | 0.20% | 0.24% | Q4 2016 | Q4 2017 | 5 |
LILLEY & CO | 5 | 5 | 4.10% | 4.61% | 5.26% | Q2 2013 | Q2 2014 | 5 |
Advisors Preferred, LLC | 3 | 1 | 0.01% | 0.03% | 0.10% | Q2 2014 | Q3 2017 | 5 |
Capital Advantage, Inc. | 3 | 2 | 0.07% | 0.12% | 0.16% | Q4 2020 | Q2 2022 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 1.53% | 1.81% | 2.08% | Q4 2016 | Q4 2017 | 5 |
Cypress Capital Management LLC (WY) | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
CAMBRIDGE ASSOCIATES LTD LLC/ENGLAND/ /ADV | 5 | 5 | 19.41% | 23.63% | 30.35% | Q3 2014 | Q3 2015 | 5 |
Financial Avengers, Inc. | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 5 |
G2 CAPITAL MANAGEMENT, LLC / OH | 5 | 5 | 0.33% | 0.40% | 0.45% | Q4 2021 | Q4 2022 | 5 |
St. Johns Investment Management Company, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2022 | 5 |
Barden Capital Management, Inc. | 2 | 1 | 0.22% | 0.24% | 0.27% | Q4 2021 | Q3 2023 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.06% | 0.13% | 0.35% | Q2 2013 | Q2 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.12% | 0.15% | 0.19% | Q4 2021 | Q4 2022 | 5 |
Spring Creek Investment Management, LLC | 5 | 5 | 0.73% | 1.55% | 3.26% | Q3 2020 | Q3 2021 | 5 |
General Partner, Inc. | 5 | 5 | 0.30% | 0.39% | 0.45% | Q4 2022 | Q4 2023 | 5 |
Blenheim Capital Management, L.L.C. | 5 | 5 | 0.15% | 0.58% | 1.00% | Q3 2013 | Q3 2014 | 5 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 1 | 0.06% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.14% | 0.18% | 0.22% | Q4 2021 | Q4 2022 | 5 |
Avalon Investment & Advisory | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q4 2017 | 5 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2023 | 5 |
BANK HAPOALIM BM | 5 | 5 | 0.08% | 0.11% | 0.15% | Q1 2019 | Q1 2020 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q2 2019 | 5 |
Tradewinds, LLC. | 3 | 2 | 0.17% | 0.23% | 0.30% | Q2 2022 | Q3 2023 | 5 |
Unison Advisors LLC | 5 | 5 | 0.05% | 0.12% | 0.22% | Q2 2021 | Q2 2022 | 5 |
New Millennium Group LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Resource Management, LLC | 3 | 2 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q3 2019 | 5 |
WealthSpring Partners, LLC | 5 | 5 | 3.68% | 3.89% | 4.04% | Q3 2022 | Q3 2023 | 5 |
Anfield Capital Management, LLC | 5 | 5 | 0.00% | 0.37% | 0.55% | Q4 2019 | Q4 2020 | 5 |
Darwin Wealth Management, LLC | 4 | 1 | 0.02% | 0.14% | 0.21% | Q3 2017 | Q1 2020 | 5 |
MCDANIEL TERRY & CO | 5 | 5 | 0.03% | 0.03% | 0.05% | Q4 2020 | Q4 2021 | 5 |
McCarthy Grittinger Financial Group, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.03% | 0.13% | Q4 2020 | Q4 2022 | 5 |
CAPITAL MANAGEMENT CORP /VA | 2 | 1 | 0.07% | 0.09% | 0.13% | Q2 2014 | Q1 2017 | 5 |
MERITAGE PORTFOLIO MANAGEMENT | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 5 |
Canvas Wealth Advisors, LLC | 5 | 5 | 0.10% | 0.17% | 0.31% | Q1 2021 | Q1 2022 | 5 |
VIEWPOINT INVESTMENT PARTNERS CORP | 5 | 5 | 1.97% | 6.06% | 13.26% | Q1 2020 | Q1 2021 | 5 |
SeaBridge Investment Advisors LLC | 4 | 1 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2021 | 5 |
PEDDOCK CAPITAL ADVISORS, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 5 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q1 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q4 2023 | 5 |
Paragon Advisors, LLC | 5 | 5 | 0.30% | 1.06% | 2.28% | Q3 2022 | Q3 2023 | 5 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 5 | 5 | 0.43% | 0.47% | 0.51% | Q2 2020 | Q2 2021 | 5 |
Sage Capital Advisors,llc | 5 | 5 | 0.16% | 0.18% | 0.20% | Q3 2022 | Q3 2023 | 5 |
SUSQUEHANNA TRUST & INVESTMENT CO | 5 | 5 | 0.84% | 1.36% | 1.78% | Q2 2014 | Q2 2015 | 5 |
WealthBridge Investment Counsel Inc. | 5 | 5 | 0.21% | 1.19% | 1.84% | Q3 2022 | Q3 2023 | 5 |
ROCKY MOUNTAIN ADVISERS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.13% | 0.32% | 0.48% | Q2 2013 | Q2 2014 | 5 |
STRATEGY ASSET MANAGERS LLC | 5 | 5 | 0.06% | 0.10% | 0.16% | Q4 2019 | Q4 2020 | 5 |
Ritter Daniher Financial Advisory LLC / DE | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Black Swift Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q1 2021 | 5 |
TWO SIGMA ADVISERS, LP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 5 |
STARR INTERNATIONAL CO INC | 5 | 5 | 5.43% | 6.33% | 7.79% | Q1 2019 | Q1 2020 | 5 |
Pacific Edge Advisors, LLC | 5 | 5 | 0.31% | 0.36% | 0.43% | Q4 2018 | Q4 2019 | 5 |
CAPITAL CITY TRUST CO/FL | 3 | 2 | 0.09% | 0.17% | 0.22% | Q2 2013 | Q1 2020 | 5 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 4 | 1 | 0.09% | 0.13% | 0.17% | Q3 2021 | Q4 2022 | 5 |
First Pacific Financial | 4 | 1 | 0.13% | 0.28% | 0.83% | Q2 2022 | Q3 2023 | 5 |
BlackRock Institutional Trust Company, N.A. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 5 |
Cadence Bank | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 2.22% | 2.89% | 3.94% | Q2 2013 | Q2 2014 | 5 |
FINANCIAL CONSULATE, INC | 5 | 5 | 0.22% | 0.41% | 0.52% | Q4 2016 | Q4 2017 | 5 |
DGS Capital Management, LLC | 5 | 5 | 0.14% | 0.16% | 0.20% | Q1 2022 | Q1 2023 | 5 |
CFS Investment Advisory Services, LLC | 3 | 1 | 0.16% | 0.32% | 0.46% | Q1 2022 | Q3 2023 | 5 |
Hutchens & Kramer Investment Management Group, LLC | 5 | 5 | 0.39% | 0.52% | 0.72% | Q3 2022 | Q3 2023 | 5 |
SONATA CAPITAL GROUP INC | 3 | 2 | 0.15% | 0.22% | 0.30% | Q3 2015 | Q1 2018 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.12% | 0.16% | 0.24% | Q3 2021 | Q3 2022 | 5 |
Board of Trustees of The Leland Stanford Junior University | 5 | 5 | 0.32% | 0.79% | 1.14% | Q1 2014 | Q1 2015 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.26% | 0.46% | 0.61% | Q3 2022 | Q3 2023 | 5 |
QP WEALTH MANAGEMENT, LLC | 3 | 2 | 0.22% | 0.57% | 1.78% | Q4 2019 | Q3 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.54% | 0.85% | 1.10% | Q4 2021 | Q4 2022 | 5 |
CIDEL ASSET MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 5 |
Jackson Wealth Management, LLC | 3 | 1 | 0.07% | 0.24% | 0.38% | Q1 2017 | Q4 2020 | 5 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 3 | 2 | 0.08% | 0.10% | 0.13% | Q2 2021 | Q3 2022 | 5 |
abrdn plc | 3 | 2 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q2 2023 | 5 |
Crestmont Private Wealth LLC | 5 | 5 | 7.14% | 7.40% | 7.68% | Q3 2022 | Q3 2023 | 5 |
Florence Capital Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
NorthLanding Financial Partners, LLC | 5 | 5 | 0.64% | 0.72% | 0.83% | Q3 2022 | Q3 2023 | 5 |
Elite Wealth Management, Inc. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2014 | 5 |
Source Financial Advisors LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q4 2021 | 5 |
Ensign Peak Advisors, Inc | 5 | 5 | 0.34% | 0.42% | 0.46% | Q4 2019 | Q4 2020 | 5 |
Fusion Investment Group, LLC | 4 | 1 | 0.00% | 0.05% | 0.11% | Q4 2013 | Q2 2015 | 5 |
TLWM | 5 | 5 | 2.83% | 3.04% | 3.46% | Q1 2018 | Q1 2019 | 5 |
Welch Investments, LLC | 5 | 5 | 0.14% | 0.16% | 0.17% | Q4 2016 | Q4 2017 | 5 |
MV CAPITAL MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 5 |
MACRO Consulting Group | 5 | 5 | 0.39% | 0.42% | 0.44% | Q2 2020 | Q2 2021 | 5 |
MUNDER CAPITAL MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
CAMG Solamere Management, LLC | 5 | 5 | 0.15% | 0.53% | 0.64% | Q3 2017 | Q3 2018 | 5 |
ARGENT TRUST COMPANY, N.A. | 4 | 4 | 0.11% | 0.12% | 0.13% | Q2 2014 | Q1 2015 | 4 |
Richard Bernstein Advisors LLC | 4 | 4 | 0.03% | 0.17% | 0.36% | Q1 2015 | Q4 2015 | 4 |
Paragon Capital Management Ltd | 4 | 4 | 0.03% | 0.09% | 0.14% | Q1 2021 | Q4 2021 | 4 |
Kazazian Asset Management, LLC | 4 | 4 | 0.48% | 0.51% | 0.56% | Q4 2018 | Q3 2019 | 4 |
Legacy Wealth Management, Inc | 3 | 1 | 0.00% | 7.95% | 11.64% | Q2 2013 | Q4 2016 | 4 |
Smith, Salley & Associates | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 4 |
Simon Charitable Public LLC | 4 | 4 | 26.60% | 29.03% | 33.98% | Q4 2013 | Q3 2014 | 4 |
Premise Capital, LLC | 2 | 1 | 0.09% | 0.38% | 0.78% | Q4 2015 | Q4 2019 | 4 |
UNITED BANK, INC. | 2 | 1 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q4 2015 | 4 |
Select Asset Management & Trust | 4 | 4 | 0.18% | 1.86% | 4.18% | Q1 2021 | Q4 2021 | 4 |
K2 PRINCIPAL FUND, L.P. | 2 | 1 | 0.06% | 0.13% | 0.20% | Q1 2016 | Q4 2016 | 4 |
Graticule Asia Macro Advisors LLC | 3 | 1 | 0.00% | 0.03% | 0.04% | Q1 2016 | Q1 2017 | 4 |
LANDAAS & CO /WI /ADV | 4 | 4 | 0.15% | 0.16% | 0.21% | Q3 2017 | Q2 2018 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.04% | Q2 2023 | Q3 2023 | 4 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 2 | 1 | 0.15% | 0.21% | 0.32% | Q4 2017 | Q4 2020 | 4 |
NIXON PEABODY TRUST CO | 2 | 1 | 0.24% | 0.76% | 1.50% | Q4 2015 | Q3 2023 | 4 |
PALLADIEM, LLC | 4 | 4 | 1.98% | 2.11% | 2.19% | Q4 2014 | Q3 2015 | 4 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.04% | 0.24% | 0.64% | Q4 2019 | Q2 2021 | 4 |
Capital Planning Advisors, LLC | 3 | 1 | 0.16% | 0.35% | 0.81% | Q4 2014 | Q4 2015 | 4 |
Towercrest Capital Management | 3 | 1 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q4 2021 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Dana Investment Advisors, Inc. | 3 | 1 | 0.01% | 0.04% | 0.05% | Q4 2019 | Q2 2021 | 4 |
FundX Investment Group, LLC | 2 | 1 | 1.28% | 4.16% | 9.78% | Q3 2014 | Q1 2019 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q1 2017 | 4 |
Vontobel Swiss Wealth Advisors AG | 2 | 1 | 0.09% | 0.54% | 1.04% | Q4 2014 | Q3 2019 | 4 |
Empire Life Investments Inc. | 4 | 4 | 0.05% | 0.12% | 0.18% | Q1 2021 | Q4 2021 | 4 |
Lavaca Capital LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
Hamilton Capital, LLC | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Wilmington Trust Investment Management, LLC | 3 | 1 | 0.39% | 0.52% | 0.85% | Q2 2013 | Q2 2014 | 4 |
Prostatis Group LLC | 2 | 1 | 0.06% | 0.83% | 2.08% | Q3 2020 | Q2 2023 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 0.09% | 0.21% | 0.44% | Q2 2015 | Q1 2016 | 4 |
Jackson, Grant Investment Advisers, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q1 2018 | 4 |
Wind River Trust Co | 4 | 4 | 14.83% | 24.20% | 31.63% | Q4 2012 | Q3 2013 | 4 |
Cornerstone Financial Partners, LLC | 3 | 1 | 0.15% | 0.25% | 0.50% | Q3 2016 | Q4 2017 | 4 |
3EDGE Asset Management, LP | 4 | 4 | 1.61% | 3.93% | 6.20% | Q1 2017 | Q4 2017 | 4 |
Bath Savings Trust Co | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Crow Point Partners, LLC | 3 | 1 | 0.04% | 0.08% | 0.15% | Q1 2017 | Q1 2018 | 4 |
Edmonds Duncan Registered Investment Advisors, LLC | 4 | 4 | 1.05% | 1.12% | 1.18% | Q4 2015 | Q3 2016 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Kopp Family Office, LLC | 4 | 4 | 9.06% | 9.45% | 10.36% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.14% | 0.17% | 0.24% | Q4 2022 | Q3 2023 | 4 |
International City Management Association Retirement Corp | 4 | 4 | 0.00% | 75.00% | 100.00% | Q4 2016 | Q3 2017 | 4 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 2 | 2 | 0.06% | 0.08% | 0.12% | Q4 2017 | Q1 2020 | 4 |
Vantage Financial Partners Ltd., Inc. | 4 | 4 | 0.18% | 0.71% | 2.27% | Q4 2022 | Q3 2023 | 4 |
Robinson Value Management, Ltd. | 3 | 1 | 0.26% | 0.30% | 0.33% | Q4 2019 | Q2 2021 | 4 |
F&C Asset Management plc | 4 | 4 | 0.70% | 1.20% | 2.16% | Q2 2013 | Q1 2014 | 4 |
Gainplan LLC | 4 | 4 | 0.90% | 1.49% | 2.55% | Q4 2022 | Q3 2023 | 4 |
Independence Trust CO | 3 | 1 | 0.17% | 0.23% | 0.36% | Q4 2014 | Q4 2015 | 4 |
Ridgewood Investments LLC | 2 | 1 | 0.02% | 0.09% | 0.17% | Q4 2019 | Q2 2023 | 4 |
Avestar Capital, LLC | 3 | 1 | 0.02% | 0.14% | 0.23% | Q2 2018 | Q1 2022 | 4 |
Yorktown Management & Research Co Inc | 4 | 4 | 0.04% | 0.04% | 0.05% | Q3 2014 | Q2 2015 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q3 2018 | 4 |
Madison Asset Management, LLC | 2 | 2 | 0.01% | 0.09% | 0.22% | Q4 2019 | Q3 2022 | 4 |
Salient Private Client, LLC | 4 | 4 | 0.32% | 0.56% | 1.14% | Q4 2017 | Q3 2018 | 4 |
MCIA Inc | 2 | 2 | 0.05% | 4.24% | 8.66% | Q2 2017 | Q3 2023 | 4 |
SELZ CAPITAL LLC | 4 | 4 | 0.13% | 0.17% | 0.22% | Q1 2018 | Q4 2018 | 4 |
Dynasty Wealth Management, LLC | 4 | 4 | 0.38% | 1.13% | 1.80% | Q4 2017 | Q3 2018 | 4 |
FIDUCIARY COUNSELLING INC | 4 | 4 | 1.43% | 2.88% | 4.35% | Q4 2014 | Q3 2015 | 4 |
Foresight Wealth Management, LLC | 4 | 4 | 0.26% | 0.54% | 0.90% | Q4 2018 | Q3 2019 | 4 |
Dragon Financial & Investment Group, LLC | 4 | 4 | 1.75% | 4.10% | 6.82% | Q4 2017 | Q3 2018 | 4 |
SOMERVILLE KURT F | 4 | 4 | 0.24% | 0.27% | 0.28% | Q4 2014 | Q3 2015 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 0.33% | 0.73% | 1.21% | Q1 2020 | Q3 2023 | 4 |
Wealth Alliance Advisory Group, LLC | 4 | 4 | 0.58% | 1.85% | 3.04% | Q4 2017 | Q3 2018 | 4 |
ExodusPoint Capital Management, LP | 4 | 4 | 0.01% | 0.07% | 0.14% | Q2 2020 | Q1 2021 | 4 |
Vestmark Advisory Solutions, Inc. | 3 | 1 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q2 2021 | 4 |
Windsor Advisory Group, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
MONTPELIER RE HOLDINGS LTD | 4 | 4 | 17.46% | 21.90% | 28.56% | Q2 2014 | Q1 2015 | 4 |
CYNOSURE ADVISORS, LLC | 4 | 4 | 2.55% | 3.10% | 4.18% | Q4 2017 | Q3 2018 | 4 |
WASHINGTON CAPITAL MANAGEMENT, INC | 4 | 4 | 0.14% | 0.15% | 0.17% | Q1 2015 | Q4 2015 | 4 |
JGP Wealth Management, LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 4 |
LITTLE HOUSE CAPITAL LLC | 4 | 4 | 0.17% | 0.21% | 0.26% | Q4 2018 | Q3 2019 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 4 | 4 | 0.58% | 1.40% | 2.12% | Q4 2020 | Q3 2021 | 4 |
CornerStone Partners LLC | 4 | 4 | 18.78% | 21.43% | 24.19% | Q4 2019 | Q3 2020 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Delta Investment Management, LLC | 4 | 4 | 0.17% | 0.25% | 0.31% | Q3 2020 | Q2 2021 | 4 |
ROTHSCHILD INVESTMENT LLC /IL | 2 | 1 | 0.02% | 0.04% | 0.07% | Q3 2014 | Q2 2021 | 4 |
BRANDES INVESTMENT PARTNERS, LP | 2 | 2 | 0.01% | 0.03% | 0.10% | Q3 2021 | Q3 2022 | 4 |
CAZ INVESTMENTS LP | 3 | 1 | 0.44% | 0.65% | 1.02% | Q4 2014 | Q1 2020 | 4 |
Global Beta Advisors LLC | 4 | 4 | 6.54% | 8.16% | 9.47% | Q4 2018 | Q3 2019 | 4 |
NEWGATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.43% | 1.18% | Q2 2013 | Q4 2015 | 4 |
Wolff Financial Management LLC | 3 | 1 | 0.09% | 0.09% | 0.10% | Q1 2021 | Q2 2022 | 4 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 4 | 4 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q4 2021 | 4 |
Core Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 4 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.05% | 0.14% | 0.29% | Q1 2021 | Q3 2023 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.07% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Leelyn Smith, LLC | 2 | 2 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q4 2022 | 4 |
WT Wealth Management | 2 | 2 | 0.12% | 0.21% | 0.32% | Q3 2019 | Q1 2023 | 4 |
OneAscent Financial Services LLC | 2 | 1 | 0.10% | 0.14% | 0.18% | Q2 2019 | Q3 2023 | 4 |
HARTLINE INVESTMENT CORP/ | 3 | 1 | 0.08% | 0.16% | 0.24% | Q2 2013 | Q3 2022 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 1.01% | 1.04% | 1.08% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Planning LLC | 4 | 4 | 1.30% | 1.33% | 1.35% | Q4 2022 | Q3 2023 | 4 |
Laidlaw Wealth Management LLC | 3 | 1 | 0.12% | 0.14% | 0.19% | Q4 2020 | Q2 2022 | 4 |
Great Diamond Partners, LLC | 4 | 4 | 1.85% | 2.28% | 2.54% | Q4 2019 | Q3 2020 | 4 |
Perennial Investment Advisors, LLC | 4 | 4 | 0.04% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Texas Capital Bank Wealth Management Services Inc | 4 | 4 | 0.03% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.21% | 0.28% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Westshore Wealth, LLC | 3 | 1 | 0.13% | 0.15% | 0.17% | Q1 2021 | Q1 2022 | 4 |
AWM CAPITAL, LLC | 4 | 4 | 0.13% | 0.22% | 0.27% | Q3 2021 | Q2 2022 | 4 |
Trinity Financial Advisors LLC | 3 | 1 | 0.15% | 3.35% | 6.52% | Q4 2020 | Q1 2022 | 4 |
REBALANCE, LLC | 4 | 4 | 2.68% | 2.76% | 2.83% | Q4 2022 | Q3 2023 | 4 |
Wellspring Financial Advisors, LLC | 3 | 1 | 0.16% | 0.17% | 0.18% | Q1 2020 | Q1 2021 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.00% | 0.08% | 0.30% | Q4 2019 | Q3 2020 | 4 |
MY Wealth Management Inc. | 4 | 4 | 2.01% | 2.53% | 3.28% | Q4 2021 | Q3 2022 | 4 |
WOLFF WIESE MAGANA LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Greenfield FTC, Inc. | 4 | 4 | 2.53% | 2.83% | 3.29% | Q4 2020 | Q3 2021 | 4 |
Bond & Devick Financial Network, Inc. | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Golden State Equity Partners | 4 | 4 | 0.10% | 0.11% | 0.11% | Q2 2021 | Q1 2022 | 4 |
Humankind Investments LLC | 4 | 4 | 0.58% | 0.83% | 1.30% | Q4 2020 | Q3 2021 | 4 |
Lebenthal Global Advisors, LLC | 4 | 4 | 0.09% | 0.79% | 1.07% | Q4 2020 | Q3 2021 | 4 |
ADE, LLC | 4 | 4 | 0.26% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Kowal Investment Group, LLC | 3 | 1 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 4 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.05% | 0.14% | 0.41% | Q4 2020 | Q3 2023 | 4 |
WCG Wealth Advisors LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.05% | 0.09% | 0.11% | Q1 2021 | Q2 2022 | 4 |
Hennion & Walsh Asset Management, Inc. | 2 | 1 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 4 |
Cardinal Point Wealth Management LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2020 | Q3 2021 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.89% | 0.93% | 0.96% | Q4 2022 | Q3 2023 | 4 |
Systelligence, LLC | 4 | 4 | 0.47% | 0.71% | 1.35% | Q3 2022 | Q2 2023 | 4 |
Innova Wealth Partners | 3 | 1 | 0.62% | 0.92% | 1.79% | Q4 2020 | Q2 2023 | 4 |
WIN ADVISORS, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
St. James Investment Advisors, LLC | 3 | 1 | 0.20% | 0.37% | 0.55% | Q4 2021 | Q4 2022 | 4 |
Mill Capital Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 4 |
ML & R WEALTH MANAGEMENT LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q2 2022 | Q1 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Steward Financial Group LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 4 |
Eagle Bluffs Wealth Management LLC | 4 | 4 | 4.71% | 5.38% | 5.89% | Q4 2021 | Q3 2022 | 4 |
NCM Capital Management, LLC | 4 | 4 | 0.31% | 0.32% | 0.34% | Q1 2022 | Q4 2022 | 4 |
Financial Connections Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
JMAC ENTERPRISES LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Eagle Strategies LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q3 2022 | 4 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.16% | 0.30% | 0.48% | Q4 2021 | Q3 2023 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
CONSILIO WEALTH ADVISORS, LLC | 4 | 4 | 4.85% | 4.91% | 5.07% | Q4 2022 | Q3 2023 | 4 |
Gould Capital, LLC | 4 | 4 | 0.21% | 1.86% | 2.44% | Q4 2022 | Q3 2023 | 4 |
Lloyd Park, LLC | 4 | 4 | 0.17% | 0.26% | 0.32% | Q4 2021 | Q3 2022 | 4 |
Unconventional Investor, LLC | 4 | 4 | 0.92% | 1.02% | 1.16% | Q4 2021 | Q3 2022 | 4 |
Life Planning Partners, Inc | 4 | 4 | 1.43% | 1.70% | 1.89% | Q4 2021 | Q3 2022 | 4 |
Byrne Asset Management LLC | 3 | 1 | 0.01% | 0.20% | 0.30% | Q4 2021 | Q3 2023 | 4 |
FirstPurpose Wealth LLC | 2 | 1 | 0.10% | 0.14% | 0.20% | Q4 2021 | Q1 2023 | 4 |
SIENA CAPITAL LLC | 4 | 4 | 4.74% | 4.96% | 5.13% | Q4 2021 | Q3 2022 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.08% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Wealthsimple Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 0.21% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Sage Investment Advisers LLC | 4 | 4 | 0.91% | 0.97% | 1.06% | Q4 2021 | Q3 2022 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.26% | 0.40% | 0.75% | Q4 2022 | Q3 2023 | 4 |
Delap Wealth Advisory, LLC | 4 | 4 | 3.04% | 3.27% | 3.45% | Q4 2022 | Q3 2023 | 4 |
W ADVISORS, LLC | 3 | 1 | 0.24% | 0.31% | 0.45% | Q4 2021 | Q4 2022 | 4 |
WealthPlan Investment Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 4 |
ESG Planning | 4 | 4 | 0.27% | 0.47% | 0.61% | Q1 2022 | Q4 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Bricktown Capital, LLC | 4 | 4 | 3.18% | 3.36% | 3.63% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.36% | 0.45% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Callan Family Office, LLC | 4 | 4 | 1.29% | 1.37% | 1.53% | Q4 2022 | Q3 2023 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 3.68% | 3.72% | 3.84% | Q4 2022 | Q3 2023 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 7.30% | 7.39% | 7.45% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.13% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
FREEDOM WEALTH ALLIANCE, LLC | 4 | 4 | 0.42% | 0.54% | 0.61% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.30% | 0.35% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 0.21% | 0.33% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.80% | 0.84% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.12% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 1 | 0.19% | 0.79% | 1.51% | Q1 2022 | Q3 2023 | 4 |
Fee-Only Financial Planning, L.C. | 4 | 4 | 0.26% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 1.15% | 1.27% | 1.45% | Q4 2022 | Q3 2023 | 4 |
Meredith Wealth Planning | 4 | 4 | 0.56% | 0.62% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Retirement Investment Advisors, Inc. | 4 | 4 | 0.08% | 0.34% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Verum Partners LLC | 4 | 4 | 0.66% | 0.88% | 1.07% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.26% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.04% | 0.51% | 0.70% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 2.66% | 2.78% | 2.90% | Q4 2022 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 0.60% | 0.63% | 0.66% | Q4 2022 | Q3 2023 | 4 |
SP Asset Management LLC | 4 | 4 | 0.25% | 0.33% | 0.56% | Q4 2022 | Q3 2023 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.67% | 0.69% | 0.71% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.08% | 0.87% | 1.73% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.39% | 0.44% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.58% | 0.63% | 0.74% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.74% | 0.78% | 0.88% | Q4 2022 | Q3 2023 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 0.42% | 0.53% | 0.62% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.01% | 0.09% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.25% | 0.26% | 0.26% | Q4 2022 | Q3 2023 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 0.70% | 2.52% | 3.17% | Q4 2022 | Q3 2023 | 4 |
HTG Investment Advisors, Inc. | 4 | 4 | 0.21% | 0.28% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Allegiance Financial Group Advisory Services LLC | 4 | 4 | 1.56% | 1.96% | 2.50% | Q4 2022 | Q3 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 1.72% | 1.78% | 1.86% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 0.49% | 0.52% | 0.57% | Q4 2022 | Q3 2023 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Arista Wealth Management, LLC | 4 | 4 | 0.12% | 0.21% | 0.34% | Q4 2022 | Q3 2023 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 1.69% | 1.72% | 1.76% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 0.40% | 0.44% | 0.49% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.86% | 1.00% | 1.34% | Q4 2022 | Q3 2023 | 4 |
Hassell Wealth Management, LLC | 4 | 4 | 0.48% | 0.79% | 0.92% | Q4 2022 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 0.27% | 0.33% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Evergreen Wealth Management, LLC | 4 | 4 | 0.50% | 0.56% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Michelson Medical Research Foundation, Inc. | 4 | 4 | 5.97% | 6.65% | 7.50% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.15% | 0.70% | 0.94% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.88% | 1.40% | 1.68% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Parker Financial LLC | 4 | 4 | 5.41% | 5.60% | 5.76% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 1.15% | 1.23% | 1.44% | Q4 2022 | Q3 2023 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
LMG Wealth Partners, LLC | 4 | 4 | 0.77% | 0.83% | 0.86% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.54% | 0.62% | 0.68% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q3 2023 | 4 |
RF&L WEALTH MANAGEMENT, LLC | 4 | 4 | 0.78% | 0.81% | 0.86% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.17% | 0.21% | 0.25% | Q4 2022 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.27% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Harvest Investment Advisors, LLC | 4 | 4 | 3.42% | 3.54% | 3.61% | Q4 2022 | Q3 2023 | 4 |
Granite Harbor Advisors, Inc. | 4 | 4 | 2.73% | 2.94% | 3.12% | Q4 2022 | Q3 2023 | 4 |
DDFG, Inc | 4 | 4 | 1.57% | 1.73% | 1.85% | Q4 2022 | Q3 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 0.27% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Buck Wealth Strategies, LLC | 3 | 1 | 0.70% | 0.79% | 0.85% | Q3 2022 | Q3 2023 | 4 |
Pioneer Wealth Management Group | 4 | 4 | 0.25% | 0.35% | 0.44% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.16% | 0.22% | 0.35% | Q4 2022 | Q3 2023 | 4 |
MYECFO, LLC | 4 | 4 | 2.70% | 2.83% | 2.91% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.42% | 0.44% | 0.47% | Q4 2022 | Q3 2023 | 4 |
PRENTISS SMITH & CO INC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2018 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.08% | 0.28% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 0.39% | 0.41% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Sound Stewardship, LLC | 4 | 4 | 1.80% | 1.83% | 1.86% | Q4 2022 | Q3 2023 | 4 |
RAYNER & HAYNOR | 4 | 4 | 3.05% | 3.09% | 3.14% | Q4 2013 | Q3 2014 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
AGRAN LIBBIE | 3 | 1 | 0.12% | 0.13% | 0.14% | Q2 2013 | Q1 2015 | 4 |
MOODY NATIONAL BANK TRUST DIVISION | 4 | 4 | 0.03% | 0.09% | 0.16% | Q4 2022 | Q3 2023 | 4 |
SIT INVESTMENT ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 4 | 4 | 7.00% | 7.52% | 8.06% | Q3 2018 | Q2 2019 | 4 |
HighTower Trust Company, N.A. | 4 | 4 | 0.08% | 0.11% | 0.13% | Q1 2015 | Q4 2015 | 4 |
GW&K Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 4 | 4 | 0.51% | 0.64% | 0.74% | Q1 2017 | Q4 2017 | 4 |
ZWJ INVESTMENT COUNSEL INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2021 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.33% | 0.36% | 0.40% | Q4 2020 | Q3 2021 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.45% | 0.49% | 0.52% | Q4 2022 | Q3 2023 | 4 |
BEACH INVESTMENT COUNSEL INC/PA | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2013 | Q4 2013 | 4 |
CenturyLink Investment Management Co | 4 | 4 | 0.50% | 1.18% | 1.64% | Q4 2014 | Q3 2015 | 4 |
CORDA Investment Management, LLC. | 4 | 4 | 0.11% | 0.12% | 0.12% | Q1 2021 | Q4 2021 | 4 |
Advance Capital Management, Inc. | 4 | 4 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2022 | 4 |
Holloway Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Kiwi Wealth Investments Limited Partnership | 3 | 1 | 0.06% | 0.08% | 0.08% | Q3 2017 | Q1 2019 | 4 |
FutureAdvisor, Inc. | 4 | 4 | 3.77% | 4.18% | 4.71% | Q4 2014 | Q3 2015 | 4 |
NVWM, LLC | 2 | 1 | 0.00% | 0.09% | 0.27% | Q4 2017 | Q4 2021 | 3 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.28% | 0.81% | Q4 2014 | Q3 2017 | 3 |
Waverton Investment Management Ltd | 3 | 3 | 0.12% | 0.16% | 0.25% | Q3 2015 | Q1 2016 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.03% | 0.06% | 0.07% | Q1 2015 | Q3 2015 | 3 |
Synergy Financial Group, LTD | 3 | 3 | 0.29% | 0.35% | 0.41% | Q1 2023 | Q3 2023 | 3 |
TPB WEALTH ADVISORS | 2 | 1 | 0.13% | 1.10% | 2.50% | Q2 2022 | Q1 2023 | 3 |
CAPITAL GUARDIAN TRUST CO | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2018 | 3 |
SWISS REINSURANCE CO LTD | 3 | 3 | 1.34% | 1.42% | 1.50% | Q2 2013 | Q4 2013 | 3 |
FLC Capital Advisors | 3 | 3 | 1.47% | 1.64% | 1.79% | Q4 2022 | Q2 2023 | 3 |
PECAUT & CO. | 3 | 3 | 0.34% | 0.41% | 0.52% | Q1 2022 | Q3 2022 | 3 |
AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. | 3 | 3 | 85.32% | 90.31% | 100.00% | Q2 2013 | Q4 2013 | 3 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 3 | 3 | 4.66% | 6.52% | 9.81% | Q1 2023 | Q3 2023 | 3 |
Kissinger Financial Services LLC | 3 | 3 | 2.21% | 2.42% | 2.61% | Q4 2016 | Q2 2017 | 3 |
Pinnacle Financial Group, LLC / IL | 3 | 3 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q2 2023 | 3 |
First International Bank & Trust | 3 | 3 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q2 2022 | 3 |
EMERGING SOVEREIGN GROUP LLC | 3 | 3 | 0.94% | 1.10% | 1.32% | Q3 2015 | Q1 2016 | 3 |
BlueCrest Capital Management LLP | 3 | 3 | 0.09% | 0.25% | 0.51% | Q2 2013 | Q4 2013 | 3 |
Geneva Partners, LLC | 3 | 3 | 0.58% | 0.61% | 0.66% | Q4 2020 | Q2 2021 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Capital One Investing, Inc. | 3 | 3 | 0.07% | 0.10% | 0.14% | Q1 2019 | Q3 2019 | 3 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.11% | 0.32% | Q2 2013 | Q1 2018 | 3 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q2 2023 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
REDMONT WEALTH ADVISORS LLC | 3 | 3 | 0.24% | 0.25% | 0.26% | Q4 2021 | Q2 2022 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.01% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Peak Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
MARIETTA INVESTMENT PARTNERS LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Atom Investors LP | 1 | 1 | 0.05% | 0.54% | 0.95% | Q2 2019 | Q4 2020 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.44% | 1.06% | 1.38% | Q4 2021 | Q2 2022 | 3 |
PHILADELPHIA TRUST CO | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q2 2018 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q4 2018 | 3 |
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 3 | 3 | 4.11% | 5.65% | 8.67% | Q1 2016 | Q3 2016 | 3 |
PacWest Financial Management Inc | 3 | 3 | 0.60% | 1.40% | 1.89% | Q2 2013 | Q4 2013 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Planning Solutions Group LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q4 2018 | Q2 2019 | 3 |
Madison Scottsdale, LC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
NORTHSTAR INVESTMENT ADVISORS LLC | 3 | 3 | 0.16% | 0.18% | 0.21% | Q1 2018 | Q3 2018 | 3 |
Index Fund Advisors, Inc. | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q2 2022 | 3 |
WOODBURN R ROBERT JR | 3 | 3 | 0.42% | 0.49% | 0.57% | Q4 2012 | Q2 2013 | 3 |
GSB Wealth Management, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 3 |
PURSUE WEALTH PARTNERS LLC | 3 | 3 | 0.20% | 0.23% | 0.28% | Q4 2021 | Q2 2022 | 3 |
Econ Financial Services Corp | 2 | 1 | 1.54% | 1.99% | 2.84% | Q4 2021 | Q2 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.02% | 0.09% | 0.24% | Q4 2021 | Q2 2022 | 3 |
Essential Planning, LLC. | 3 | 3 | 0.14% | 0.18% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Edgemoor Investment Advisors, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Employees Retirement System of Texas | 1 | 1 | 0.08% | 0.47% | 1.14% | Q3 2013 | Q3 2019 | 3 |
Cavalier Investments, LLC | 2 | 1 | 0.31% | 0.48% | 0.78% | Q4 2017 | Q1 2023 | 3 |
Cardinal Point Capital Management ULC | 3 | 3 | 0.07% | 0.10% | 0.12% | Q4 2022 | Q2 2023 | 3 |
ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 3 | 3 | 0.35% | 0.37% | 0.38% | Q4 2021 | Q2 2022 | 3 |
Miller Investment Management, LP | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2018 | Q4 2018 | 3 |
First National Bank of Hutchinson | 3 | 3 | 0.32% | 4.79% | 7.06% | Q2 2013 | Q4 2013 | 3 |
Titan Capital Management, LLC /TX | 2 | 1 | 0.06% | 5.76% | 8.62% | Q2 2019 | Q2 2021 | 3 |
ORSER CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.48% | 0.60% | 0.83% | Q4 2017 | Q2 2018 | 3 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2 | 1 | 0.01% | 1.07% | 1.60% | Q3 2018 | Q2 2021 | 3 |
Schechter Investment Advisors, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 3 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q4 2019 | 3 |
OSTERWEIS CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.67% | 0.74% | 0.80% | Q1 2023 | Q3 2023 | 3 |
STAPP WEALTH MANAGEMENT, PLLC | 2 | 1 | 0.12% | 0.36% | 0.56% | Q3 2022 | Q2 2023 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
USAdvisors Wealth Management, LLC | 3 | 3 | 0.20% | 0.24% | 0.29% | Q4 2018 | Q2 2019 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 2.27% | 2.78% | 3.15% | Q4 2014 | Q2 2015 | 3 |
Blue Sky Asset Management, LLC | 2 | 1 | 0.99% | 1.14% | 1.41% | Q2 2017 | Q1 2019 | 3 |
HOWARD HUGHES MEDICAL INSTITUTE | 3 | 3 | 3.72% | 9.81% | 13.41% | Q2 2013 | Q4 2013 | 3 |
Cheviot Value Management, LLC | 3 | 3 | 0.16% | 0.17% | 0.17% | Q1 2018 | Q3 2018 | 3 |
RFP Financial Group LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
WELCH CAPITAL PARTNERS LLC/NY | 3 | 3 | 5.19% | 6.22% | 7.69% | Q2 2013 | Q4 2013 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 3 | 3 | 1.30% | 1.43% | 1.57% | Q1 2023 | Q3 2023 | 3 |
Neumann Capital Management, LLC | 2 | 1 | 0.16% | 0.38% | 0.62% | Q3 2022 | Q3 2023 | 3 |
SMITH CHAS P & ASSOCIATES PA CPAS | 3 | 3 | 0.78% | 0.90% | 1.01% | Q2 2013 | Q4 2013 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.09% | 0.12% | 0.15% | Q3 2014 | Q3 2015 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FURE FINANCIAL CORP | 3 | 3 | 1.04% | 1.33% | 1.61% | Q3 2020 | Q1 2021 | 3 |
BlackDiamond Wealth Management, LLC | 3 | 3 | 0.28% | 0.54% | 0.98% | Q1 2023 | Q3 2023 | 3 |
Waterford Advisors, LLC | 3 | 3 | 5.13% | 5.51% | 5.89% | Q4 2022 | Q2 2023 | 3 |
MetLife Investment Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q4 2019 | 3 |
MILLIE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.18% | 0.18% | 0.20% | Q2 2017 | Q4 2017 | 3 |
SBK Financial, Inc. | 3 | 3 | 0.20% | 0.24% | 0.28% | Q4 2021 | Q2 2022 | 3 |
NextCapital Advisers, Inc. | 3 | 3 | 0.24% | 2.01% | 2.99% | Q1 2018 | Q3 2018 | 3 |
COMMONWEALTH BANK OF AUSTRALIA | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2013 | Q1 2014 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q1 2020 | 3 |
Tanglewood Wealth Management, Inc. | 2 | 1 | 0.24% | 1.42% | 2.07% | Q1 2018 | Q1 2019 | 3 |
MELFA WEALTH MANAGEMENT, INC. | 3 | 3 | 0.21% | 0.26% | 0.28% | Q4 2022 | Q2 2023 | 3 |
Nadler Financial Group, Inc. | 1 | 1 | 0.04% | 0.11% | 0.24% | Q2 2013 | Q4 2020 | 3 |
New World Advisors LLC | 3 | 3 | 0.24% | 0.34% | 0.46% | Q4 2018 | Q2 2019 | 3 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 1 | 0.10% | 0.35% | 0.47% | Q2 2013 | Q2 2021 | 3 |
Secrest Blakey & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
COWEN INC. | 3 | 3 | 1.47% | 1.69% | 1.92% | Q1 2013 | Q3 2013 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2021 | 3 |
Koesten, Hirschmann & Crabtree, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 3 | 3 | 0.05% | 0.16% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Oxler Private Wealth LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 3 |
PGIM Custom Harvest LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
University of Southern California | 3 | 3 | 9.14% | 13.90% | 19.71% | Q4 2012 | Q2 2013 | 3 |
IRONWOOD WEALTH MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Gotham Asset Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Poehling Capital Management, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
COWA, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
Wells Financial Advisors INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.62% | 1.25% | 1.77% | Q4 2020 | Q2 2021 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 2.80% | 2.95% | 3.08% | Q4 2020 | Q2 2021 | 3 |
Sarasin & Partners LLP | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Altus Wealth Group LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
TNF LLC | 3 | 3 | 0.14% | 0.16% | 0.17% | Q3 2021 | Q1 2022 | 3 |
Arcadia Wealth Management, LLC | 3 | 3 | 1.90% | 2.84% | 3.44% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.20% | 0.23% | 0.29% | Q4 2022 | Q3 2023 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q2 2019 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 3 | 0.33% | 0.43% | 0.56% | Q1 2023 | Q3 2023 | 3 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 3 |
Triumph Capital Management | 3 | 3 | 0.21% | 0.23% | 0.27% | Q2 2021 | Q4 2021 | 3 |
Team Hewins, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q2 2023 | 3 |
Rise Advisors, LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q4 2021 | Q4 2022 | 3 |
Tilson Financial Group, Inc. | 2 | 1 | 0.64% | 0.75% | 0.82% | Q4 2022 | Q3 2023 | 3 |
HATTON CONSULTING, INC. | 3 | 3 | 0.21% | 0.23% | 0.24% | Q1 2021 | Q3 2021 | 3 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 2 | 1 | 0.15% | 0.67% | 0.96% | Q2 2022 | Q1 2023 | 3 |
10-15 ASSOCIATES, INC. | 3 | 3 | 0.16% | 0.17% | 0.18% | Q2 2015 | Q4 2015 | 3 |
FWL INVESTMENT MANAGEMENT, LLC | 3 | 3 | 2.76% | 2.79% | 2.81% | Q4 2020 | Q2 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.12% | 0.17% | 0.24% | Q4 2022 | Q3 2023 | 3 |
Keeler Thomas Management LLC | 3 | 3 | 0.11% | 0.14% | 0.19% | Q4 2020 | Q2 2021 | 3 |
CIBC WORLD MARKETS CORP | 3 | 3 | 0.20% | 0.32% | 0.51% | Q4 2022 | Q2 2023 | 3 |
Advisor Resource Council | 1 | 1 | 1.06% | 1.24% | 1.52% | Q2 2021 | Q2 2022 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Waypoint Wealth Partners Inc. | 3 | 3 | 0.08% | 0.18% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Willow Street Advisors LLC | 3 | 3 | 2.98% | 3.13% | 3.34% | Q2 2013 | Q4 2013 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.21% | 0.40% | 0.64% | Q4 2022 | Q2 2023 | 3 |
TRIANGLE PEAK PARTNERS, LP | 3 | 3 | 7.76% | 8.28% | 8.90% | Q4 2014 | Q2 2015 | 3 |
Wick Capital Partners, LLC | 3 | 3 | 0.17% | 0.25% | 0.37% | Q1 2022 | Q3 2022 | 3 |
Michael & Susan Dell Foundation | 3 | 3 | 10.29% | 10.31% | 10.37% | Q1 2020 | Q3 2020 | 3 |
Mizuho Bank, Ltd. | 2 | 1 | 1.98% | 4.78% | 9.32% | Q3 2017 | Q2 2019 | 3 |
PRUDENT INVESTORS NETWORK, INC. | 3 | 3 | 2.86% | 4.15% | 4.82% | Q1 2023 | Q3 2023 | 3 |
Park Edge Advisors, LLC | 3 | 3 | 0.36% | 0.39% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Kozak & Associates, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Wealth Quarterback LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 3 |
Verus Financial Partners, Inc. | 2 | 1 | 0.17% | 0.83% | 2.02% | Q4 2015 | Q3 2020 | 3 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q2 2014 | 3 |
Carolina Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 3 |
Mine & Arao Wealth Creation & Management, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HOHIMER WEALTH MANAGEMENT, LLC | 3 | 3 | 0.11% | 0.31% | 0.59% | Q1 2023 | Q3 2023 | 3 |
Lombard Odier Asset Management (Europe) Ltd | 2 | 1 | 0.25% | 0.69% | 1.56% | Q4 2014 | Q2 2017 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.23% | 0.34% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Marketfield Asset Management LLC | 1 | 1 | 0.02% | 1.70% | 4.76% | Q2 2013 | Q3 2014 | 3 |
New England Investment & Retirement Group, Inc. | 2 | 1 | 0.01% | 0.21% | 0.37% | Q1 2015 | Q1 2020 | 3 |
Strategic Advisors LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Apeiron RIA LLC | 3 | 3 | 0.14% | 0.16% | 0.17% | Q4 2021 | Q2 2022 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.11% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Independent Wealth Network Inc. | 2 | 1 | 0.15% | 0.16% | 0.18% | Q3 2021 | Q3 2023 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q4 2019 | Q2 2020 | 3 |
Atlantic Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Atlas Private Wealth Management, LLC | 3 | 3 | 0.35% | 0.45% | 0.51% | Q1 2023 | Q3 2023 | 3 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.14% | 0.16% | 0.19% | Q4 2021 | Q2 2022 | 3 |
PFG Private Wealth Management, LLC | 3 | 3 | 0.00% | 0.54% | 1.62% | Q2 2022 | Q4 2022 | 3 |
FinTrust Investment Advisory Services, LLC | 3 | 3 | 0.34% | 0.38% | 0.44% | Q3 2017 | Q1 2018 | 3 |
Fifth Third Wealth Advisors LLC | 3 | 3 | 0.34% | 0.51% | 0.69% | Q2 2023 | Q4 2023 | 3 |
Integrity Financial Corp /WA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PETRA FINANCIAL ADVISORS INC | 2 | 1 | 0.37% | 0.77% | 1.45% | Q4 2022 | Q3 2023 | 3 |
Daniels&Tansey,LLP | 2 | 1 | 0.35% | 1.08% | 2.03% | Q4 2021 | Q3 2022 | 3 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q2 2018 | 3 |
Banque Cantonale Vaudoise | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 1.38% | 1.42% | 1.49% | Q1 2023 | Q3 2023 | 3 |
Shore Point Advisors, LLC | 3 | 3 | 0.25% | 0.34% | 0.39% | Q4 2021 | Q2 2022 | 3 |
AlphaOne Investment Services, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.11% | 3.75% | 6.01% | Q1 2017 | Q3 2023 | 3 |
THOMASPARTNERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 3 |
O'Connor Financial Group LLC | 3 | 3 | 0.27% | 0.29% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.21% | 0.27% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Overbrook Management Corp | 3 | 3 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2013 | 3 |
INSTRUMENTAL WEALTH, LLC | 3 | 3 | 0.25% | 0.27% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 0.32% | 0.32% | 0.33% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 3 |
LEO BROKERAGE, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.31% | 0.41% | 0.59% | Q1 2023 | Q3 2023 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.16% | 0.18% | 0.22% | Q1 2023 | Q3 2023 | 3 |
FARMERS TRUST CO | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.18% | 0.20% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 4.73% | 4.79% | 4.85% | Q1 2023 | Q3 2023 | 3 |
ORG Partners LLC | 3 | 3 | 0.04% | 0.09% | 0.15% | Q1 2023 | Q3 2023 | 3 |
CLOUGH CAPITAL PARTNERS L P | 2 | 1 | 0.03% | 0.07% | 0.14% | Q3 2013 | Q3 2014 | 3 |
Regis Acquisition Inc. | 3 | 3 | 1.91% | 2.28% | 3.02% | Q1 2023 | Q3 2023 | 3 |
Safeguard Financial, LLC | 3 | 3 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q2 2023 | 3 |
MBE Wealth Management, LLC | 2 | 1 | 0.03% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 3 |
Shorepoint Capital Partners LLC | 2 | 1 | 0.07% | 0.23% | 0.56% | Q2 2022 | Q3 2023 | 3 |
CSat Investment Advisory, L.P. | 2 | 1 | 0.68% | 3.55% | 5.12% | Q4 2019 | Q3 2020 | 3 |
TRIAD FINANCIAL ADVISORS, INC. | 3 | 3 | 0.15% | 0.18% | 0.21% | Q4 2021 | Q2 2022 | 3 |
Rocaton Investment Advisors, LLC | 3 | 3 | 9.72% | 13.81% | 16.16% | Q4 2017 | Q2 2018 | 3 |
Princeton Portfolio Strategies Group LLC | 3 | 3 | 0.10% | 0.18% | 0.30% | Q2 2017 | Q4 2017 | 3 |
Van Leeuwen & Company, LLC | 3 | 3 | 1.28% | 1.90% | 2.32% | Q1 2023 | Q3 2023 | 3 |
CapWealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 3 |
State of New Jersey Common Pension Fund D | 2 | 1 | 0.77% | 2.04% | 3.44% | Q1 2014 | Q3 2015 | 3 |
Elwood & Goetz Wealth Advisory Group, LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q3 2021 | Q1 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
FORSTA AP-FONDEN | 2 | 2 | 2.01% | 2.08% | 2.14% | Q2 2017 | Q3 2017 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q3 2022 | Q4 2022 | 2 |
Aspire Wealth Management Corp | 1 | 1 | 0.08% | 0.16% | 0.24% | Q2 2022 | Q3 2023 | 2 |
True Capital Management | 2 | 2 | 0.23% | 0.23% | 0.24% | Q4 2022 | Q1 2023 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Stanley-Laman Group, Ltd. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q2 2019 | 2 |
CWS Financial Advisors, LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q4 2019 | Q1 2020 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 13.53% | 14.26% | 15.00% | Q2 2013 | Q3 2013 | 2 |
Newport Wealth Strategies, Inc. | 2 | 2 | 0.16% | 0.18% | 0.19% | Q4 2017 | Q1 2018 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.42% | 0.43% | 0.44% | Q2 2023 | Q3 2023 | 2 |
Columbia Trust Co 01012016 | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2022 | Q2 2022 | 2 |
Brainard Capital Management LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q1 2023 | 2 |
Greystone Financial Group, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Summit Asset Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q3 2019 | 2 |
Rooted Wealth Advisors, Inc. | 2 | 2 | 1.06% | 1.41% | 1.76% | Q2 2023 | Q3 2023 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 2 |
Cassia Capital Partners, LLC | 2 | 2 | 3.75% | 3.92% | 4.10% | Q1 2021 | Q2 2021 | 2 |
Private Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2023 | 2 |
Blue Granite Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Exeter Financial, LLC | 1 | 1 | 0.20% | 0.32% | 0.45% | Q4 2017 | Q4 2020 | 2 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1 | 1 | 4.86% | 7.03% | 9.20% | Q3 2013 | Q1 2015 | 2 |
BMS Financial Advisors, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q1 2023 | Q2 2023 | 2 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 2 |
Alpine Global Management, LLC | 2 | 2 | 3.45% | 6.56% | 9.66% | Q4 2015 | Q1 2016 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.27% | 0.28% | 0.30% | Q4 2018 | Q1 2019 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 2.80% | 2.93% | 3.05% | Q2 2017 | Q1 2018 | 2 |
Verdence Capital Advisors LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q2 2022 | 2 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 2 |
Claremont Financial Group, Inc. | 2 | 2 | 10.17% | 10.71% | 11.25% | Q4 2021 | Q1 2022 | 2 |
Northland Capital Management LLC | 2 | 2 | 1.76% | 1.83% | 1.89% | Q2 2023 | Q3 2023 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2013 | Q3 2013 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.06% | 0.26% | 0.47% | Q3 2021 | Q1 2022 | 2 |
Stadion Money Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2014 | Q3 2016 | 2 |
Relative Value Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.03% | 0.62% | 1.21% | Q3 2019 | Q1 2020 | 2 |
Altshuler Shaham Ltd | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Madison Wealth Partners, Inc | 2 | 2 | 0.14% | 0.17% | 0.19% | Q1 2022 | Q2 2022 | 2 |
SANDERS MORRIS HARRIS LLC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q2 2016 | Q3 2016 | 2 |
Sloy Dahl & Holst, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 2 |
ERn Financial, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Greenhouse Wealth Management, LLC | 1 | 1 | 0.13% | 0.16% | 0.20% | Q4 2020 | Q1 2023 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.45% | 0.48% | 0.51% | Q4 2019 | Q1 2020 | 2 |
Bellecapital International Ltd. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
TOWER TRUST Co | 2 | 2 | 0.25% | 0.36% | 0.47% | Q2 2013 | Q3 2013 | 2 |
Meridian Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q4 2019 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 2 |
Mach-1 Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
AMI INVESTMENT MANAGEMENT INC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2017 | Q1 2018 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.38% | 0.75% | Q3 2015 | Q1 2016 | 2 |
PEAK FINANCIAL ADVISORS LLC | 2 | 2 | 0.31% | 0.33% | 0.34% | Q1 2021 | Q2 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.12% | 0.15% | 0.17% | Q2 2022 | Q3 2022 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
STRINGER ASSET MANAGEMENT, LLC | 2 | 2 | 1.01% | 1.09% | 1.16% | Q3 2014 | Q4 2014 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.68% | 0.71% | 0.74% | Q4 2014 | Q1 2015 | 2 |
VALENTINE VENTURES LLC | 1 | 1 | 2.66% | 3.35% | 4.04% | Q4 2015 | Q4 2018 | 2 |
WFA Asset Management Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Secure Asset Management, LLC | 1 | 1 | 0.13% | 0.35% | 0.57% | Q4 2019 | Q3 2023 | 2 |
GlobalBridge, Inc. | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2013 | Q1 2014 | 2 |
Financial Advantage, Inc. | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q1 2014 | 2 |
Kaizen Financial Strategies | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
PROFESSIONAL PLANNING | 2 | 2 | 0.10% | 0.12% | 0.14% | Q1 2021 | Q2 2021 | 2 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 2 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 1 | 1 | 0.11% | 0.11% | 0.12% | Q3 2021 | Q2 2022 | 2 |
Mendota Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LEGG MASON, INC. | 2 | 2 | 1.27% | 4.44% | 7.61% | Q3 2017 | Q4 2017 | 2 |
DOVER ADVISORS, LLC | 2 | 2 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HORIZON FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
MISSOURI VALLEY PARTNERS, INC. | 2 | 2 | 0.51% | 0.51% | 0.51% | Q2 2013 | Q3 2013 | 2 |
25 LLC | 2 | 2 | 0.03% | 0.06% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Allston Trading LLC | 1 | 1 | 2.58% | 4.72% | 6.85% | Q4 2013 | Q2 2014 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Simplicity Wealth,LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2016 | Q4 2016 | 2 |
Centennial Wealth Advisory LLC | 2 | 2 | 0.55% | 0.56% | 0.56% | Q4 2020 | Q1 2021 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.12% | 0.13% | 0.15% | Q4 2017 | Q1 2018 | 2 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.08% | 0.26% | 0.44% | Q2 2013 | Q3 2013 | 2 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2019 | 2 |
Sigma Investment Management Co | 1 | 1 | 6.60% | 6.79% | 6.99% | Q1 2013 | Q4 2013 | 2 |
Guild Investment Management, Inc. | 2 | 2 | 6.30% | 7.16% | 8.02% | Q1 2019 | Q2 2019 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
VISTA CAPITAL PARTNERS, INC. | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q4 2021 | 2 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.06% | 0.09% | 0.12% | Q1 2014 | Q4 2014 | 2 |
CBIZ Investment Advisory Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Trail Ridge Investment Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Strata Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 2 |
KCS Wealth Advisory | 2 | 2 | 0.14% | 0.15% | 0.15% | Q3 2019 | Q4 2019 | 2 |
Hexavest Inc. | 2 | 2 | 0.02% | 0.07% | 0.12% | Q1 2015 | Q2 2015 | 2 |
Idaho Trust Bank | 2 | 2 | 5.61% | 5.61% | 5.62% | Q2 2023 | Q3 2023 | 2 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 2 | 2 | 4.32% | 4.58% | 4.84% | Q2 2013 | Q3 2013 | 2 |
Wilks Brothers, LLC | 2 | 2 | 0.72% | 1.14% | 1.56% | Q2 2018 | Q3 2018 | 2 |
PEAK6 Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Oak Grove Capital LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q4 2019 | 2 |
Gruss & Co., LLC | 2 | 2 | 1.61% | 2.61% | 3.60% | Q1 2015 | Q2 2015 | 2 |
TRADITION CAPITAL MANAGEMENT LLC | 2 | 2 | 0.07% | 0.09% | 0.12% | Q2 2017 | Q3 2017 | 2 |
Platform Technology Partners | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Man Investments Ltd | 1 | 1 | 0.35% | 0.67% | 0.98% | Q3 2013 | Q2 2014 | 2 |
USCA RIA LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q2 2015 | Q2 2021 | 2 |
Graypoint LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
PIONEER TRUST BANK N A/OR | 2 | 2 | 0.13% | 0.14% | 0.15% | Q1 2015 | Q2 2015 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q3 2017 | 2 |
Nationwide Fund Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q2 2022 | 2 |
StellarOne CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Bradley & Co. Private Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Rice Partnership, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2019 | Q3 2019 | 2 |
NS Partners Ltd | 1 | 1 | 0.14% | 0.15% | 0.16% | Q4 2019 | Q4 2021 | 2 |
ALTA CAPITAL MANAGEMENT LLC/ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Cypress Point Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q4 2021 | Q1 2022 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Bull Oak Capital, LLC | 2 | 2 | 0.22% | 0.26% | 0.30% | Q4 2021 | Q1 2022 | 2 |
Pension Partners, LLC | 1 | 1 | 27.70% | 36.90% | 46.09% | Q3 2015 | Q4 2017 | 2 |
Maxim Capital Management LLC | 2 | 2 | 0.25% | 0.28% | 0.32% | Q1 2020 | Q2 2020 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 1.44% | 2.88% | Q2 2023 | Q3 2023 | 2 |
NATIONAL PENN INVESTORS TRUST CO /PA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q2 2015 | 2 |
Amplius Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
CarsonAllaria Wealth Management, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Winchester Group Inc. | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q3 2013 | 2 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.48% | 0.51% | 0.55% | Q1 2015 | Q4 2015 | 2 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.02% | 6.11% | 12.21% | Q1 2019 | Q2 2021 | 2 |
Carlyle Group Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Regency Capital Management Inc.\DE | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 1 | 1 | 0.43% | 0.45% | 0.47% | Q3 2013 | Q4 2019 | 2 |
Klaas Financial Asset Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
LVZ, Inc. | 2 | 2 | 0.15% | 0.17% | 0.19% | Q3 2017 | Q4 2017 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.05% | 0.11% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 1.40% | 1.41% | 1.42% | Q2 2023 | Q3 2023 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.04% | 0.34% | 0.65% | Q1 2017 | Q1 2017 | 2 |
Lanham O'Dell & Company, Inc. | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Tamar Securities, LLC | 1 | 1 | 0.11% | 0.61% | 1.12% | Q4 2022 | Q3 2023 | 2 |
CAMDEN NATIONAL BANK | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q1 2021 | 2 |
Sentinus, LLC | 2 | 2 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q2 2023 | 2 |
Sunnymeath Asset Management, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q2 2016 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.76% | 0.80% | 0.83% | Q2 2013 | Q3 2013 | 2 |
XML SECURITIES, LLC | 2 | 2 | 2.52% | 2.52% | 2.53% | Q4 2017 | Q1 2018 | 2 |
Exchange Bank | 2 | 2 | 0.21% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
BLACKROCK ADVISORS LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
CLEAR INVESTMENT RESEARCH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Revolve Wealth Partners, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Hemenway Trust Co LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2013 | Q1 2014 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 1.69% | 1.71% | 1.73% | Q2 2013 | Q3 2013 | 2 |
Glovista Investments LLC | 1 | 1 | 0.04% | 0.07% | 0.09% | Q4 2013 | Q2 2019 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Taylor, Cottrill LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2014 | Q1 2015 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 0.24% | 1.48% | 2.72% | Q2 2023 | Q3 2023 | 2 |
Jabre Capital Partners S.A. | 1 | 1 | 2.87% | 11.05% | 19.22% | Q4 2014 | Q4 2018 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.02% | 0.24% | 0.47% | Q4 2016 | Q4 2016 | 2 |
INTEGRAL INVESTMENT ADVISORS, INC. | 2 | 2 | 1.28% | 1.50% | 1.72% | Q4 2021 | Q1 2022 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 3.65% | 3.69% | 3.73% | Q2 2023 | Q3 2023 | 2 |
EnTrustPermal Management LLC | 2 | 2 | 1.70% | 1.82% | 1.94% | Q2 2013 | Q3 2013 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q1 2021 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
DSAM Partners (London) Ltd | 1 | 1 | 7.58% | 7.58% | 7.58% | Q2 2013 | Q2 2013 | 2 |
Legato Capital Management LLC | 2 | 2 | 0.45% | 0.77% | 1.10% | Q4 2019 | Q1 2020 | 2 |
Smith Affiliated Capital Corp. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q2 2013 | 2 |
Longer Investments Inc. | 1 | 1 | 2.37% | 3.38% | 4.38% | Q1 2016 | Q3 2018 | 2 |
J2 Capital Management Inc | 2 | 2 | 0.72% | 0.73% | 0.73% | Q2 2023 | Q3 2023 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Pacific Life Fund Advisors LLC | 2 | 2 | 5.03% | 5.64% | 6.25% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.60% | 0.64% | 0.68% | Q2 2023 | Q3 2023 | 2 |
GALAXY CAPITAL TRADING LTD | 2 | 2 | 2.46% | 2.82% | 3.18% | Q3 2013 | Q4 2013 | 2 |
Auour Investments LLC | 2 | 2 | 2.24% | 2.25% | 2.27% | Q2 2023 | Q3 2023 | 2 |
Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 2 | 2 | 4.81% | 4.99% | 5.16% | Q2 2015 | Q3 2015 | 2 |
RESOURCE CONSULTING GROUP INC | 2 | 2 | 0.50% | 0.53% | 0.55% | Q4 2021 | Q1 2022 | 2 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q2 2022 | 2 |
University of Maryland Foundation, Inc. | 2 | 2 | 3.16% | 3.17% | 3.18% | Q4 2019 | Q1 2020 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Northeast Financial Group, Inc. | 2 | 2 | 1.40% | 2.03% | 2.66% | Q2 2023 | Q3 2023 | 2 |
High Falls Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 2 |
West Coast Asset Management | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2014 | Q3 2014 | 2 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.15% | 0.19% | 0.23% | Q2 2018 | Q3 2023 | 2 |
CYPRESS ASSET MANAGEMENT INC/TX | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2018 | Q2 2018 | 2 |
BBVA USA | 2 | 2 | 2.22% | 2.23% | 2.24% | Q2 2021 | Q3 2021 | 2 |
Belmont Global Advisors, Inc. | 2 | 2 | 1.36% | 1.88% | 2.40% | Q1 2015 | Q2 2015 | 2 |
OmniStar Financial Group, Inc. | 2 | 2 | 0.60% | 0.60% | 0.60% | Q2 2023 | Q3 2023 | 2 |
Main Management ETF Advisors, LLC | 2 | 2 | 4.17% | 5.24% | 6.30% | Q4 2018 | Q1 2019 | 2 |
Dominick & Dominick LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2014 | Q3 2014 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 1.41% | 1.48% | 1.55% | Q2 2023 | Q3 2023 | 2 |
TCW GROUP INC | 1 | 1 | 0.01% | 0.13% | 0.26% | Q3 2016 | Q4 2017 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Values Added Financial LLC | 2 | 2 | 2.98% | 3.04% | 3.11% | Q2 2023 | Q3 2023 | 2 |
Gramercy Funds Management LLC | 2 | 2 | 0.98% | 1.77% | 2.56% | Q3 2013 | Q4 2013 | 2 |
Resonant Capital Advisors, LLC | 2 | 2 | 0.33% | 0.38% | 0.42% | Q4 2019 | Q1 2020 | 2 |
Schwab Charitable Fund | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
BAINCO INTERNATIONAL INVESTORS | 2 | 2 | 0.80% | 0.87% | 0.94% | Q1 2013 | Q2 2013 | 2 |
RAM Investment Partners, LLC | 1 | 1 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q4 2023 | 2 |
NTV ASSET MANAGEMENT LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2013 | Q3 2013 | 2 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 2 |
G&S Capital LLC | 1 | 1 | 0.12% | 0.19% | 0.26% | Q4 2017 | Q2 2023 | 2 |
Palo Capital, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2018 | Q2 2018 | 2 |
Gateway Wealth Partners, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
NorthCoast Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Mariner Wealth Advisors-Madison, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Grandeur Peak Global Advisors, LLC | 1 | 1 | 0.94% | 2.24% | 3.54% | Q2 2013 | Q4 2013 | 2 |
Ebor Charitable Trust | 2 | 2 | 5.62% | 5.69% | 5.77% | Q4 2019 | Q1 2020 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.10% | 0.13% | 0.17% | Q4 2017 | Q1 2018 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Peterson Financial Group, Inc. | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2022 | Q2 2022 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2022 | 2 |
Gunderson Capital Management Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2019 | Q1 2019 | 1 |
Granite Point Capital Management, L.P. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2015 | Q4 2015 | 1 |
Beck Bode, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Stonegate Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Deseret Mutual Benefit Administrators | 1 | 1 | 6.21% | 6.21% | 6.21% | Q1 2020 | Q1 2020 | 1 |
Aperture Investors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Endowment Wealth Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Osbon Capital Management LLC | 1 | 1 | 3.02% | 3.02% | 3.02% | Q2 2019 | Q2 2019 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 2.84% | 2.84% | 2.84% | Q3 2019 | Q3 2019 | 1 |
EUDAIMONIA ADVISORS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2021 | Q2 2021 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2013 | Q4 2013 | 1 |
Transparent Wealth Partners LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Peterson Wealth Services | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
Ferguson Shapiro LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Grey Owl Capital Management, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q2 2014 | Q2 2014 | 1 |
Clarity Wealth Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EXCALIBUR MANAGEMENT CORP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2015 | Q4 2015 | 1 |
BLODGETT WEALTH ADVISORS, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2017 | Q3 2017 | 1 |
TLW Wealth Management, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2018 | Q4 2018 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
FIDUCIARY SERVICES CORP/GA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
Darrow Company, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2021 | Q4 2021 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2018 | Q4 2018 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2015 | Q1 2015 | 1 |
Cardinal Point Wealth Management Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2018 | Q4 2018 | 1 |
WHV Investments, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Pasadena Private Wealth, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q1 2023 | Q1 2023 | 1 |
Hamilton Wealth, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Walleye Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Lauterbach Financial Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2022 | Q3 2022 | 1 |
Belvedere Advisors LLC | 1 | 1 | 4.07% | 4.07% | 4.07% | Q2 2019 | Q2 2019 | 1 |
Centric Wealth Management | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2021 | Q1 2021 | 1 |
LAU ASSOCIATES LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2018 | Q3 2018 | 1 |
COOK WEALTH MANAGEMENT GROUP LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2022 | Q3 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Next Level Private LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2022 | Q2 2022 | 1 |
J. L. Bainbridge & Co., Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Chicago Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Gibson Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Roger Wittlin Investment Advisory, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Titus Wealth Management | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2018 | Q4 2018 | 1 |
Concorde Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
DOCK STREET ASSET MANAGEMENT INC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q1 2018 | Q1 2018 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Financial Services Advisory Inc | 1 | 1 | 4.03% | 4.03% | 4.03% | Q1 2018 | Q1 2018 | 1 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Wilmington Funds Management Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
6 Meridian | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2018 | Q4 2018 | 1 |
Lodge Hill Capital, LLC | 1 | 1 | 4.98% | 4.98% | 4.98% | Q4 2014 | Q4 2014 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Buckley Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
MPI INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2017 | Q4 2017 | 1 |
GUARDIAN CAPITAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Nikulski Financial, Inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2017 | Q4 2017 | 1 |
Carter Financial Group, INC. | 1 | 1 | 2.15% | 2.15% | 2.15% | Q1 2022 | Q1 2022 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
WorthPointe, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2013 | Q2 2013 | 1 |
Shone Asset Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2022 | Q1 2022 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2013 | Q2 2013 | 1 |
Oak Asset Management, LLC | 1 | 1 | 2.46% | 2.46% | 2.46% | Q2 2022 | Q2 2022 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2018 | Q1 2018 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
GLG Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Sanford Advisory Services, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Coastwise Capital Group, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
PEAVINE CAPITAL, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2018 | Q3 2018 | 1 |
I.G. INVESTMENT MANAGEMENT, LTD. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Covenant Partners, LLC | 1 | 1 | 3.20% | 3.20% | 3.20% | Q4 2018 | Q4 2018 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Claar Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
KDI CAPITAL PARTNERS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
PECONIC PARTNERS LLC | 1 | 1 | 5.44% | 5.44% | 5.44% | Q4 2019 | Q4 2019 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2013 | Q2 2013 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Artha Capital Management, Inc. | 1 | 1 | 29.75% | 29.75% | 29.75% | Q1 2014 | Q1 2014 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2022 | Q3 2022 | 1 |
TIEDEMANN TRUST CO | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2014 | Q4 2014 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
EA Series Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Fore Research & Management, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Chicago Wealth Management, Inc. | 1 | 1 | 4.66% | 4.66% | 4.66% | Q1 2021 | Q1 2021 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Broderick Brian C | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2014 | Q3 2014 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 2.40% | 2.40% | 2.40% | Q4 2017 | Q4 2017 | 1 |
STERNE AGEE GROUP, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q3 2013 | 1 |
Saturna Capital CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Miramar Fiduciary Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Financial Advisory Group | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2013 | Q2 2013 | 1 |
ACCESS FINANCIAL SERVICES, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2019 | Q2 2019 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Crossmark Global Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2019 | Q1 2019 | 1 |
Sanders Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2010 | Q4 2010 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2021 | Q2 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Wright Fund Management, LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q4 2022 | Q4 2022 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
ACORNS SECURITIES, LLC | 1 | 1 | 5.72% | 5.72% | 5.72% | Q4 2017 | Q4 2017 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TFB Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2014 | Q2 2014 | 1 |
Clifford Group, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2022 | Q4 2022 | 1 |
AlphaQ Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 2.44% | 2.44% | 2.44% | Q2 2013 | Q2 2013 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q2 2017 | 1 |
Main Street Research LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
Imprint Wealth LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Trutina Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
PFG Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Berkshire Money Management, Inc. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2018 | Q1 2018 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2023 | Q3 2023 | 1 |
CFS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Carlsbad Wealth Advisory Group, Inc. | 1 | 1 | 1.79% | 1.79% | 1.79% | Q2 2023 | Q2 2023 | 1 |
SYKON CAPITAL LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2023 | Q2 2023 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2023 | Q2 2023 | 1 |
Spectrum Financial Alliance Ltd LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2014 | Q4 2014 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 1.31% | 1.31% | 1.31% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 2.60% | 2.60% | 2.60% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 1.21% | 1.21% | 1.21% | Q3 2023 | Q3 2023 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
OLD DOMINION CAPITAL MANAGEMENT INC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q2 2013 | Q2 2013 | 1 |
Hugh Johnson Advisors LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q2 2013 | Q2 2013 | 1 |
Coho Partners, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
NORTHSTAR ASSET MANAGEMENT LLC | 1 | 1 | 2.94% | 2.94% | 2.94% | Q2 2013 | Q2 2013 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Passport Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
ALPHA WINDWARD LLC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q3 2015 | Q3 2015 | 1 |
Leith Wheeler Investment Counsel Ltd. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2016 | Q1 2016 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
DIMENSIONAL FUND ADVISORS LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
CABANA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2016 | Q4 2016 | 1 |
Bank Pictet & Cie (Europe) AG | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
PICTET ASSET MANAGEMENT SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BIEGEL & WALLER LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2017 | Q2 2017 | 1 |
SG Select LLC | 1 | 1 | 3.36% | 3.36% | 3.36% | Q1 2014 | Q1 2014 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
RNC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Emerald Acquisition Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
TDAM USA INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
Members Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2011 | Q4 2011 | 1 |
Parker Investment Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
KHP Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Fortress Investment Group LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2014 | Q4 2014 | 1 |
NN Investment Partners Holdings N.V. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
BANK OF STOCKTON | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2014 | Q2 2014 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
CS MCKEE LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2022 | Q4 2022 | 1 |
Westchester Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Railway Pension Investments Ltd | 1 | 1 | 100.00% | 100.00% | 100.00% | Q3 2015 | Q3 2015 | 1 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
Julex Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 26.89% | 26.89% | 26.89% | Q3 2017 | Q3 2017 | 1 |
First Trust Bank, Ltd. | 1 | 1 | 16.64% | 16.64% | 16.64% | Q3 2016 | Q3 2016 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 1.13% | 1.13% | 1.13% | Q1 2017 | Q1 2017 | 1 |
Sciencast Management LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2017 | Q3 2017 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q4 2013 | Q4 2013 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
SCHNEIDER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2016 | Q1 2016 | 1 |
Sloane Robinson LLP | 1 | 1 | 8.78% | 8.78% | 8.78% | Q4 2014 | Q4 2014 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Seascape Capital Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2015 | Q1 2015 | 1 |
Tahithromos, L.L.C. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2013 | Q3 2013 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2016 | Q3 2016 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2014 | Q4 2014 | 1 |
CFO4Life, L.P. | 1 | 1 | 1.84% | 1.84% | 1.84% | Q4 2022 | Q4 2022 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAPSTONE ASSET MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Chanos & Co LP | 1 | 1 | 2.74% | 2.74% | 2.74% | Q1 2018 | Q1 2018 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 1.63% | 1.63% | 1.63% | Q3 2013 | Q3 2013 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2015 | Q2 2015 | 1 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Rosenbaum Jay D. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2018 | Q4 2018 | 1 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2020 | Q3 2020 | 1 |
GW HENSSLER & ASSOCIATES LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Stairway Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
S. R. Schill & Associates | 1 | 1 | 1.50% | 1.50% | 1.50% | Q3 2016 | Q3 2016 | 1 |
Edgewood Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Global Index Advisors Inc | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 4.05% | 4.05% | 4.05% | Q3 2020 | Q3 2020 | 1 |
CHESAPEAKE ASSET MANAGEMENT LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2016 | Q2 2016 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
PRINCETON CAPITAL MANAGEMENT INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2013 | Q4 2013 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
NORTHSTAR ASSET MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
COREPATH WEALTH PARTNERS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
FIRETHORN WEALTH PARTNERS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Proquility Private Wealth Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2014 | Q2 2014 | 1 |
Cerro Pacific Wealth Advisors LLC | 1 | 1 | 3.02% | 3.02% | 3.02% | Q1 2022 | Q1 2022 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Legal Advantage Investments, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Coulter & Justus Financial Services, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2016 | Q3 2016 | 1 |
Octavia Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Hoese & Co LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
THORNBURG INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
IAM Advisory, LLC | 1 | 1 | 12.21% | 12.21% | 12.21% | Q2 2021 | Q2 2021 | 1 |
Dai-ichi Life Holdings, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q1 2023 | Q1 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Carl P. Sherr & Co., LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Keystone Wealth Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
StrongBox Wealth, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2022 | Q3 2022 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Trust Co of Kansas | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q4 2022 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 2.99% | 2.99% | 2.99% | Q4 2017 | Q4 2017 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cadent Capital Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Blue Zone Wealth Advisors, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2019 | Q4 2019 | 1 |
Adams Wealth Management | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2019 | Q4 2019 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Shoker Investment Counsel, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2015 | Q4 2015 | 1 |
Pantheon Investment Group, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2019 | Q4 2019 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Ardent Capital Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
AXS Investments LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q3 2021 | Q3 2021 | 1 |
KFA Private Wealth Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Bay Rivers Group | 1 | 1 | 4.29% | 4.29% | 4.29% | Q4 2019 | Q4 2019 | 1 |
Watson Rebecca | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Geometric Wealth Advisors | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2022 | Q1 2022 | 1 |
Wealth Alliance | 1 | 1 | 1.24% | 1.24% | 1.24% | Q4 2019 | Q4 2019 | 1 |
Insight Folios Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
KEB ASSET MANAGEMENT, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2022 | Q2 2022 | 1 |
CXI Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own VANGUARD INTL EQUITY INDEX F or have owned VANGUARD INTL EQUITY INDEX F in the past.