Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 116 |
HUNTINGTON NATIONAL BANK | 36 | 20 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 58 |
Cutler Group LLC / CA | 17 | 9 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q2 2022 | 49 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 46 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 2 | 0.04% | 0.06% | 0.12% | Q2 2010 | Q3 2023 | 44 |
Destination Wealth Management | 43 | 43 | 0.16% | 0.25% | 0.45% | Q1 2013 | Q3 2023 | 43 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.12% | 0.20% | 0.38% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Baker Ellis Asset Management LLC | 42 | 42 | 0.35% | 0.56% | 0.82% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.05% | 0.24% | 0.41% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 30 | 11 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Main Management LLC | 42 | 42 | 1.95% | 2.57% | 3.77% | Q2 2013 | Q3 2023 | 42 |
ST GERMAIN D J CO INC | 39 | 3 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q4 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 21 | 21 | 0.04% | 0.07% | 0.20% | Q1 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Mariner, LLC | 42 | 42 | 0.03% | 0.28% | 1.19% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.36% | 0.78% | 1.20% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.09% | 0.15% | 0.30% | Q2 2013 | Q3 2023 | 42 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.02% | 0.05% | 0.83% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.07% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Wharton Business Group, LLC | 42 | 42 | 0.08% | 0.24% | 0.43% | Q2 2013 | Q3 2023 | 42 |
MUFG Americas Holdings Corp | 28 | 14 | 0.00% | 0.00% | 0.01% | Q2 2011 | Q3 2022 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.06% | 0.20% | 0.49% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.03% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 41 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 41 | 41 | 0.04% | 0.08% | 0.14% | Q3 2013 | Q3 2023 | 41 |
Richard C. Young & CO., LTD. | 41 | 41 | 0.06% | 3.08% | 8.46% | Q3 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.01% | 0.13% | 0.29% | Q2 2013 | Q2 2023 | 41 |
PARSONS CAPITAL MANAGEMENT INC/RI | 41 | 41 | 0.03% | 0.08% | 0.12% | Q3 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.13% | 0.30% | Q4 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.16% | 1.11% | 3.48% | Q3 2013 | Q3 2023 | 41 |
WBH ADVISORY INC | 38 | 3 | 2.17% | 3.85% | 5.67% | Q2 2013 | Q3 2023 | 41 |
Ledyard National Bank | 36 | 5 | 0.01% | 0.11% | 0.63% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 29 | 11 | 0.06% | 0.19% | 0.32% | Q3 2013 | Q3 2023 | 40 |
Sandy Spring Bank | 19 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 40 |
GLENMEDE TRUST CO NA | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
Beacon Capital Management, Inc. | 40 | 40 | 0.01% | 5.22% | 8.74% | Q4 2013 | Q3 2023 | 40 |
BAILARD, INC. | 31 | 9 | 0.23% | 0.60% | 1.17% | Q3 2013 | Q3 2023 | 40 |
Strategic Point Investment Advisors, LLC | 39 | 39 | 0.11% | 4.86% | 9.42% | Q1 2014 | Q3 2023 | 39 |
WHITTIER TRUST CO OF NEVADA INC | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
Winch Advisory Services, LLC | 39 | 39 | 0.02% | 1.14% | 6.91% | Q1 2014 | Q3 2023 | 39 |
Raymond James Financial Services Advisors, Inc. | 19 | 7 | 0.06% | 0.12% | 0.27% | Q3 2013 | Q3 2023 | 39 |
North Star Investment Management Corp. | 39 | 39 | 0.05% | 0.23% | 0.42% | Q1 2014 | Q3 2023 | 39 |
FMR LLC | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.04% | 0.08% | Q1 2014 | Q3 2023 | 39 |
Bank of New York Mellon Corp | 37 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 39 |
JFS WEALTH ADVISORS, LLC | 38 | 38 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
Autus Asset Management, LLC | 38 | 38 | 0.08% | 0.13% | 0.23% | Q3 2013 | Q4 2022 | 38 |
Advisory Services Network, LLC | 27 | 1 | 0.03% | 0.11% | 0.23% | Q4 2013 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.12% | 0.20% | 0.34% | Q2 2013 | Q3 2022 | 38 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 34 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 38 |
EVERETT HARRIS & CO /CA/ | 37 | 37 | 0.26% | 2.36% | 3.22% | Q3 2014 | Q3 2023 | 37 |
WEBSTER BANK, N. A. | 37 | 37 | 0.10% | 0.33% | 0.66% | Q3 2014 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.05% | 0.19% | 0.28% | Q2 2013 | Q2 2022 | 37 |
Madden Advisory Services, Inc. | 31 | 6 | 0.00% | 2.92% | 5.58% | Q2 2013 | Q3 2023 | 37 |
Sigma Planning Corp | 36 | 36 | 0.06% | 0.10% | 0.20% | Q4 2014 | Q3 2023 | 36 |
Northstar Group, Inc. | 36 | 36 | 0.35% | 0.50% | 0.83% | Q4 2014 | Q3 2023 | 36 |
M&T BANK CORP | 21 | 15 | 0.00% | 0.27% | 0.54% | Q3 2014 | Q3 2023 | 36 |
INSPIRION WEALTH ADVISORS, LLC | 36 | 36 | 0.08% | 0.14% | 0.25% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.07% | 0.11% | 0.14% | Q4 2014 | Q3 2023 | 36 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 36 | 36 | 0.06% | 0.17% | 0.30% | Q4 2014 | Q3 2023 | 36 |
J.P. Morgan Private Wealth Advisors LLC | 36 | 36 | 0.00% | 0.04% | 0.15% | Q4 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.04% | 0.31% | 0.63% | Q4 2014 | Q3 2023 | 36 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 25 | 11 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 36 |
D'Orazio & Associates, Inc. | 35 | 35 | 0.30% | 4.79% | 11.52% | Q1 2015 | Q3 2023 | 35 |
VANGUARD GROUP INC | 32 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 35 |
Brookstone Capital Management | 28 | 7 | 0.02% | 0.10% | 0.33% | Q4 2014 | Q3 2023 | 35 |
SCOTIA CAPITAL INC. | 35 | 35 | 0.01% | 0.02% | 0.07% | Q1 2015 | Q3 2023 | 35 |
OPPENHEIMER & CO INC | 35 | 35 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q3 2023 | 35 |
Avior Wealth Management, LLC | 35 | 35 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 35 |
AllSquare Wealth Management LLC | 35 | 35 | 0.02% | 0.09% | 0.14% | Q1 2015 | Q3 2023 | 35 |
Endurance Wealth Management, Inc. | 35 | 35 | 0.28% | 0.66% | 1.42% | Q2 2013 | Q4 2021 | 35 |
Hilltop Holdings Inc. | 35 | 35 | 0.32% | 0.46% | 0.72% | Q1 2015 | Q3 2023 | 35 |
Essex Financial Services, Inc. | 19 | 16 | 0.06% | 0.25% | 0.58% | Q2 2014 | Q3 2023 | 35 |
NORTHERN TRUST CORP | 34 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
SONATA CAPITAL GROUP INC | 35 | 35 | 0.23% | 0.35% | 0.54% | Q1 2015 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.14% | 0.66% | Q3 2013 | Q3 2023 | 35 |
KCM INVESTMENT ADVISORS LLC | 24 | 1 | 0.01% | 0.43% | 1.08% | Q2 2014 | Q3 2023 | 34 |
New England Investment & Retirement Group, Inc. | 34 | 34 | 4.21% | 6.50% | 14.10% | Q2 2013 | Q3 2021 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
Fiera Capital Corp | 34 | 34 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
Financial Architects, Inc | 25 | 4 | 0.01% | 0.04% | 0.09% | Q2 2014 | Q2 2023 | 34 |
JOHNSON INVESTMENT COUNSEL INC | 34 | 34 | 0.01% | 0.05% | 0.08% | Q2 2015 | Q3 2023 | 34 |
Brinker Capital Investments, LLC | 27 | 6 | 0.00% | 0.11% | 0.57% | Q2 2013 | Q3 2021 | 33 |
Glovista Investments LLC | 33 | 33 | 0.04% | 0.15% | 0.41% | Q2 2013 | Q2 2021 | 33 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 33 | 33 | 0.28% | 0.64% | 1.07% | Q3 2015 | Q3 2023 | 33 |
JANE STREET GROUP, LLC | 12 | 3 | 0.00% | 0.01% | 0.10% | Q1 2014 | Q3 2023 | 33 |
Quantitative Advantage, LLC | 23 | 10 | 0.91% | 1.55% | 2.68% | Q2 2013 | Q1 2023 | 33 |
First Horizon Advisors, Inc. | 18 | 15 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 33 |
Morningstar Investment Services LLC | 22 | 11 | 0.03% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 33 |
B. Riley Wealth Advisors, Inc. | 16 | 2 | 0.01% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 32 |
Pinnacle Advisory Group, Inc. | 32 | 32 | 1.12% | 4.09% | 8.56% | Q2 2013 | Q1 2021 | 32 |
COMERICA BANK | 30 | 1 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q3 2023 | 32 |
FARMERS & MERCHANTS INVESTMENTS INC | 29 | 3 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.06% | 0.13% | 0.20% | Q4 2015 | Q3 2023 | 32 |
Bison Wealth, LLC | 16 | 16 | 0.04% | 0.18% | 0.34% | Q4 2014 | Q3 2023 | 32 |
Paradigm Financial Advisors, LLC | 32 | 32 | 0.09% | 0.94% | 1.53% | Q1 2014 | Q4 2021 | 32 |
Cornerstone Advisory, LLC | 32 | 32 | 0.38% | 1.24% | 1.98% | Q4 2015 | Q3 2023 | 32 |
New England Private Wealth Advisors LLC | 32 | 32 | 1.41% | 1.72% | 2.56% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.42% | 0.61% | Q1 2016 | Q4 2023 | 32 |
BALDWIN BROTHERS LLC/MA | 32 | 32 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2023 | 32 |
Harel Insurance Investments & Financial Services Ltd. | 32 | 32 | 0.00% | 0.86% | 4.59% | Q4 2015 | Q3 2023 | 32 |
DUBUQUE BANK & TRUST CO | 32 | 32 | 0.03% | 0.32% | 1.10% | Q3 2014 | Q2 2022 | 32 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 32 | 32 | 0.11% | 0.19% | 0.33% | Q4 2015 | Q3 2023 | 32 |
Ausdal Financial Partners, Inc. | 32 | 32 | 0.12% | 0.28% | 0.61% | Q4 2015 | Q3 2023 | 32 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.09% | 0.49% | Q2 2013 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.05% | 0.07% | 0.08% | Q1 2016 | Q3 2023 | 31 |
Institute for Wealth Management, LLC. | 20 | 1 | 0.13% | 0.41% | 2.21% | Q4 2013 | Q3 2023 | 31 |
Atria Investments, Inc | 14 | 1 | 0.02% | 0.09% | 0.38% | Q2 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.18% | 0.54% | Q1 2016 | Q3 2023 | 31 |
CITY HOLDING CO | 31 | 31 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.12% | 0.36% | Q4 2015 | Q3 2023 | 31 |
WESCAP Management Group, Inc. | 31 | 31 | 1.16% | 1.48% | 1.90% | Q1 2016 | Q3 2023 | 31 |
ProVise Management Group, LLC | 15 | 3 | 0.02% | 0.07% | 0.56% | Q3 2014 | Q3 2023 | 30 |
FIRST FINANCIAL CORP /IN/ | 30 | 30 | 1.45% | 2.25% | 3.14% | Q2 2016 | Q3 2023 | 30 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 28 | 2 | 0.14% | 0.23% | 0.38% | Q1 2015 | Q3 2023 | 30 |
FIRST MANHATTAN CO. LLC. | 23 | 1 | 0.00% | 0.00% | 0.08% | Q2 2015 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.13% | 0.55% | Q2 2013 | Q3 2020 | 30 |
Alexandria Capital, LLC | 18 | 12 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2021 | 30 |
NEXT Financial Group, Inc | 16 | 14 | 0.02% | 0.39% | 0.70% | Q2 2014 | Q4 2021 | 30 |
CWM, LLC | 22 | 8 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 30 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q4 2020 | 29 |
Goelzer Investment Management, Inc. | 17 | 2 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.02% | 0.13% | Q3 2013 | Q3 2023 | 29 |
Raab & Moskowitz Asset Management LLC | 29 | 29 | 0.48% | 0.88% | 1.15% | Q3 2016 | Q3 2023 | 29 |
WMS Partners, LLC | 22 | 7 | 0.03% | 0.11% | 0.25% | Q2 2016 | Q3 2023 | 29 |
NewFocus Financial Group, LLC | 29 | 29 | 1.26% | 2.72% | 4.66% | Q4 2013 | Q4 2020 | 29 |
SOL Capital Management CO | 29 | 29 | 0.08% | 0.20% | 0.26% | Q3 2016 | Q3 2023 | 29 |
KEYBANK NATIONAL ASSOCIATION/OH | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Ancora Advisors LLC | 28 | 28 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 28 | 28 | 0.00% | 0.10% | 0.31% | Q4 2016 | Q3 2023 | 28 |
BlackRock Inc. | 27 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.02% | 0.12% | 0.25% | Q4 2016 | Q3 2023 | 28 |
Circle Wealth Management, LLC | 28 | 28 | 0.16% | 0.71% | 1.38% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.35% | 0.68% | Q4 2016 | Q3 2023 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.19% | 0.37% | 0.49% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.06% | 0.18% | Q4 2016 | Q3 2023 | 28 |
CAPTRUST FINANCIAL ADVISORS | 27 | 1 | 0.00% | 0.05% | 0.10% | Q1 2016 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.05% | 0.12% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Armor Investment Advisors, LLC | 28 | 28 | 0.07% | 0.13% | 0.19% | Q4 2016 | Q3 2023 | 28 |
CIBC WORLD MARKET INC. | 14 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 28 |
Greytown Advisors Inc. | 28 | 28 | 1.48% | 1.96% | 2.52% | Q4 2016 | Q3 2023 | 28 |
Garde Capital, Inc. | 28 | 28 | 0.03% | 0.07% | 0.10% | Q4 2016 | Q3 2023 | 28 |
RWA WEALTH PARTNERS, LLC | 28 | 28 | 0.03% | 0.18% | 0.50% | Q4 2016 | Q3 2023 | 28 |
Private Advisory Group LLC | 28 | 28 | 0.06% | 0.20% | 0.72% | Q4 2016 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.02% | 0.07% | 0.20% | Q4 2016 | Q3 2023 | 28 |
WINTRUST INVESTMENTS LLC | 18 | 2 | 0.08% | 0.45% | 0.67% | Q2 2016 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.04% | 0.39% | Q4 2016 | Q3 2023 | 27 |
Allworth Financial LP | 27 | 27 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 27 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q4 2020 | 27 |
WATERS PARKERSON & CO., LLC | 27 | 27 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Exchange Capital Management, Inc. | 27 | 27 | 0.05% | 1.04% | 1.47% | Q1 2017 | Q3 2023 | 27 |
Callan Capital, LLC | 27 | 27 | 0.19% | 0.79% | 1.17% | Q1 2017 | Q3 2023 | 27 |
TRUST CO OF OKLAHOMA | 14 | 13 | 0.33% | 2.03% | 2.89% | Q4 2016 | Q3 2023 | 27 |
FINANCIAL COUNSELORS INC | 19 | 1 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.06% | 0.14% | 0.38% | Q1 2017 | Q3 2023 | 27 |
MASSMUTUAL TRUST CO FSB/ADV | 27 | 27 | 0.20% | 0.34% | 0.46% | Q2 2017 | Q4 2023 | 27 |
LINCOLN NATIONAL CORP | 27 | 27 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Carroll Financial Associates, Inc. | 15 | 12 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2021 | 27 |
Asset Dedication, LLC | 17 | 10 | 0.00% | 0.29% | 1.46% | Q2 2016 | Q3 2023 | 27 |
First PREMIER Bank | 27 | 27 | 0.01% | 1.10% | 1.66% | Q1 2017 | Q3 2023 | 27 |
ACG Wealth | 21 | 1 | 0.03% | 0.10% | 0.35% | Q4 2014 | Q2 2022 | 27 |
AIMZ Investment Advisors, LLC | 27 | 27 | 0.26% | 0.40% | 0.58% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.11% | 0.22% | 0.30% | Q2 2013 | Q4 2019 | 27 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 27 | 27 | 0.14% | 0.47% | 0.73% | Q1 2017 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.04% | 0.17% | 0.34% | Q4 2016 | Q3 2023 | 27 |
COMMERCE BANK | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Rathbones Group PLC | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Jefferies Group LLC | 23 | 1 | 0.00% | 0.01% | 0.11% | Q3 2013 | Q3 2022 | 26 |
Arete Wealth Advisors, LLC | 12 | 1 | 0.03% | 0.08% | 0.17% | Q3 2016 | Q3 2023 | 26 |
Advisors Capital Management, LLC | 26 | 26 | 0.03% | 0.05% | 0.10% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.14% | 0.26% | 0.40% | Q2 2017 | Q3 2023 | 26 |
FAS Wealth Partners, Inc. | 26 | 26 | 0.05% | 0.07% | 0.09% | Q2 2017 | Q3 2023 | 26 |
Concorde Asset Management, LLC | 14 | 1 | 0.22% | 0.73% | 1.81% | Q1 2015 | Q4 2022 | 26 |
ORRSTOWN FINANCIAL SERVICES INC | 26 | 26 | 0.06% | 0.51% | 2.10% | Q2 2013 | Q3 2019 | 26 |
HM PAYSON & CO | 18 | 8 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 26 |
Bray Capital Advisors | 23 | 2 | 0.00% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 25 |
SPC Financial, Inc. | 16 | 9 | 0.04% | 0.06% | 0.10% | Q2 2014 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
FormulaFolio Investments, LLC | 25 | 25 | 0.01% | 0.14% | 0.40% | Q4 2014 | Q4 2020 | 25 |
COURIER CAPITAL LLC | 25 | 25 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 25 |
NOMURA ASSET MANAGEMENT CO LTD | 16 | 9 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.01% | 0.04% | 0.11% | Q3 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.03% | 0.06% | 0.10% | Q2 2017 | Q2 2023 | 25 |
CHEMICAL BANK | 25 | 25 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q2 2019 | 25 |
OneDigital Investment Advisors LLC | 20 | 5 | 0.00% | 0.13% | 0.35% | Q2 2017 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q2 2023 | 25 |
STEPHENS INC /AR/ | 22 | 3 | 0.01% | 0.09% | 0.32% | Q2 2013 | Q3 2023 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.04% | 0.14% | 0.30% | Q3 2017 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.39% | 0.60% | Q4 2016 | Q3 2023 | 25 |
Snowden Capital Advisors LLC | 17 | 8 | 0.03% | 0.07% | 0.11% | Q2 2017 | Q3 2023 | 25 |
Hilton Capital Management, LLC | 25 | 25 | 0.06% | 0.07% | 0.10% | Q3 2017 | Q3 2023 | 25 |
Perigon Wealth Management, LLC | 24 | 1 | 0.03% | 0.06% | 0.09% | Q3 2011 | Q3 2023 | 25 |
ADVISORS MANAGEMENT GROUP INC /ADV | 25 | 25 | 0.09% | 0.11% | 0.12% | Q3 2017 | Q3 2023 | 25 |
BRIGHTON JONES LLC | 25 | 25 | 0.02% | 0.05% | 0.09% | Q3 2017 | Q3 2023 | 25 |
AdvisorNet Financial, Inc | 24 | 24 | 0.03% | 0.06% | 0.17% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.04% | 0.19% | 0.59% | Q4 2017 | Q3 2023 | 24 |
Ballast, Inc. | 24 | 24 | 2.13% | 3.02% | 3.62% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.12% | 0.14% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Bigelow Investment Advisors, LLC | 24 | 24 | 0.32% | 0.58% | 1.06% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.10% | 0.14% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Krilogy Financial LLC | 12 | 1 | 0.00% | 0.03% | 0.08% | Q3 2015 | Q1 2023 | 24 |
1832 Asset Management L.P. | 19 | 1 | 0.00% | 0.07% | 0.54% | Q1 2014 | Q3 2023 | 24 |
Regal Investment Advisors LLC | 14 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q1 2023 | 24 |
Vantage Financial Partners Ltd., Inc. | 24 | 24 | 0.14% | 0.35% | 0.51% | Q4 2017 | Q3 2023 | 24 |
HBK Sorce Advisory LLC | 24 | 24 | 0.03% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Johanson Financial Advisors, Inc. | 20 | 4 | 0.35% | 1.10% | 2.21% | Q4 2015 | Q4 2021 | 24 |
SYNOVUS FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 24 |
Allied Investment Advisors, LLC | 24 | 24 | 7.65% | 9.12% | 11.09% | Q4 2017 | Q3 2023 | 24 |
Gradient Capital Advisors, LLC | 24 | 24 | 0.28% | 0.33% | 0.39% | Q4 2017 | Q3 2023 | 24 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 24 | 24 | 0.08% | 0.15% | 0.24% | Q4 2017 | Q3 2023 | 24 |
Tower View Wealth Management LLC | 24 | 24 | 0.17% | 0.84% | 1.25% | Q4 2017 | Q3 2023 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 0.14% | 0.22% | 0.31% | Q4 2017 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.69% | 1.27% | 1.96% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Carmichael Hill & Associates, Inc. | 24 | 24 | 0.87% | 1.14% | 1.33% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.07% | 0.10% | 0.21% | Q4 2017 | Q3 2023 | 24 |
ALTFEST L J & CO INC | 22 | 2 | 0.16% | 0.29% | 0.76% | Q2 2017 | Q3 2023 | 24 |
Evercore Wealth Management, LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 24 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 0.06% | 0.46% | 5.06% | Q1 2016 | Q3 2023 | 24 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 23 | 23 | 0.05% | 0.09% | 0.12% | Q3 2015 | Q1 2021 | 23 |
Fisher Asset Management, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.39% | 1.31% | 2.83% | Q1 2018 | Q3 2023 | 23 |
McIlrath & Eck, LLC | 16 | 7 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 23 |
BARCLAYS PLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 23 |
Hartford Financial Management Inc. | 22 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Sargent Bickham Lagudis LLC | 23 | 23 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q4 2022 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.12% | 0.83% | 1.98% | Q4 2017 | Q2 2023 | 23 |
IFG Advisory, LLC | 22 | 1 | 0.04% | 0.11% | 0.29% | Q4 2017 | Q3 2023 | 23 |
Burt Wealth Advisors | 23 | 23 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2020 | 23 |
Caprock Group, LLC | 16 | 7 | 0.02% | 0.04% | 0.10% | Q1 2017 | Q1 2023 | 23 |
Leonetti & Associates, LLC | 23 | 23 | 0.33% | 0.66% | 1.08% | Q2 2013 | Q4 2018 | 23 |
Hudock, Inc. | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2022 | 23 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Royal Fund Management, LLC | 23 | 23 | 0.00% | 0.66% | 1.16% | Q1 2018 | Q3 2023 | 23 |
Jacobi Capital Management LLC | 22 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 23 |
Affiance Financial, LLC | 13 | 10 | 0.04% | 0.33% | 1.28% | Q4 2014 | Q4 2022 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
PINNACLE ASSOCIATES LTD | 23 | 23 | 0.01% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Ameritas Investment Partners, Inc. | 17 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 23 |
Capital Investment Advisory Services, LLC | 23 | 23 | 0.02% | 0.22% | 0.79% | Q1 2018 | Q3 2023 | 23 |
Cornerstone Wealth Management, LLC | 10 | 2 | 0.02% | 0.07% | 0.18% | Q3 2017 | Q3 2023 | 22 |
VALLEY NATIONAL ADVISERS INC | 14 | 8 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 22 |
BESSEMER GROUP INC | 10 | 2 | 0.00% | 0.01% | 0.24% | Q4 2016 | Q3 2023 | 22 |
Kovack Advisors, Inc. | 17 | 1 | 0.06% | 0.12% | 0.28% | Q2 2017 | Q3 2023 | 22 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 21 | 1 | 0.13% | 0.26% | 0.33% | Q4 2017 | Q3 2023 | 22 |
PLANNING DIRECTIONS INC | 14 | 8 | 1.17% | 1.31% | 1.68% | Q1 2018 | Q3 2023 | 22 |
SG Americas Securities, LLC | 17 | 2 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q2 2023 | 22 |
Dynamic Advisor Solutions LLC | 20 | 1 | 0.09% | 0.20% | 0.57% | Q3 2015 | Q3 2023 | 22 |
Triangle Securities Wealth Management | 11 | 1 | 0.10% | 0.35% | 4.96% | Q2 2013 | Q3 2023 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 22 | 22 | 0.00% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 22 |
RAND WEALTH, LLC | 22 | 22 | 1.01% | 1.41% | 3.40% | Q2 2013 | Q3 2018 | 22 |
Patriot Financial Group Insurance Agency, LLC | 16 | 6 | 0.00% | 0.03% | 0.12% | Q4 2016 | Q2 2022 | 22 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 22 |
Voya Financial Advisors, Inc. | 22 | 22 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q1 2021 | 22 |
Almanack Investment Partners, LLC. | 16 | 2 | 0.04% | 0.27% | 1.64% | Q3 2017 | Q3 2023 | 22 |
Covington Capital Management | 21 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2022 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.28% | 0.37% | 0.50% | Q2 2018 | Q3 2023 | 22 |
IndexIQ Advisors LLC | 17 | 1 | 0.00% | 0.03% | 0.35% | Q4 2015 | Q1 2022 | 22 |
Jackson, Grant Investment Advisers, Inc. | 13 | 1 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q4 2022 | 22 |
Community Bank, N.A. | 22 | 22 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q1 2022 | 22 |
PFG Advisors | 22 | 22 | 0.13% | 0.25% | 0.37% | Q2 2018 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Doyle Wealth Management | 22 | 22 | 0.04% | 0.07% | 0.09% | Q2 2017 | Q3 2022 | 22 |
MCF Advisors LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 22 |
WELLINGTON MANAGEMENT GROUP LLP | 19 | 3 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2022 | 22 |
River Wealth Advisors LLC | 22 | 22 | 0.06% | 0.09% | 0.12% | Q2 2018 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.02% | 0.09% | 0.17% | Q4 2017 | Q3 2023 | 22 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Miracle Mile Advisors, LLC | 21 | 21 | 0.01% | 0.09% | 0.17% | Q4 2016 | Q4 2021 | 21 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17 | 1 | 0.22% | 0.55% | 0.89% | Q4 2016 | Q3 2022 | 21 |
Advisory Alpha, LLC | 10 | 1 | 0.00% | 0.18% | 0.76% | Q2 2015 | Q2 2023 | 21 |
Gradient Investments LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 21 |
Private Ocean, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2023 | 21 |
ATWOOD & PALMER INC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
SALEM INVESTMENT COUNSELORS INC | 18 | 3 | 0.01% | 0.02% | 0.07% | Q3 2016 | Q3 2023 | 21 |
TRUE Private Wealth Advisors | 21 | 21 | 0.01% | 0.37% | 0.65% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.14% | 0.23% | 0.35% | Q3 2018 | Q3 2023 | 21 |
SEGALL BRYANT & HAMILL, LLC | 15 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 21 |
Banco Santander, S.A. | 11 | 10 | 0.00% | 0.05% | 0.12% | Q1 2018 | Q3 2023 | 21 |
Aevitas Wealth Management, Inc. | 21 | 21 | 2.15% | 3.20% | 3.86% | Q4 2017 | Q4 2022 | 21 |
Ironsides Asset Advisors, LLC | 19 | 1 | 0.05% | 0.10% | 0.21% | Q1 2016 | Q3 2023 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.02% | 0.07% | 0.13% | Q4 2016 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.02% | 0.57% | 2.16% | Q4 2017 | Q4 2022 | 21 |
West Coast Financial LLC | 16 | 1 | 0.03% | 0.10% | 0.20% | Q3 2016 | Q4 2022 | 21 |
BROWN BROTHERS HARRIMAN & CO | 16 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2023 | 21 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2023 | 21 |
Starfire Investment Advisers, Inc. | 11 | 10 | 0.92% | 1.21% | 1.80% | Q1 2015 | Q2 2020 | 21 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 0.06% | 0.08% | 0.09% | Q4 2018 | Q3 2023 | 20 |
NewEdge Advisors, LLC | 14 | 6 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 20 |
MERIDIAN INVESTMENT COUNSEL INC. | 19 | 1 | 0.11% | 0.13% | 0.14% | Q3 2018 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.02% | 0.15% | 0.24% | Q4 2018 | Q3 2023 | 20 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 20 |
Summit Financial Strategies, Inc. | 10 | 10 | 0.08% | 0.14% | 0.18% | Q3 2018 | Q3 2023 | 20 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 18 | 1 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 20 |
Montecito Bank & Trust | 9 | 1 | 0.04% | 0.11% | 0.24% | Q2 2013 | Q4 2023 | 20 |
Sequoia Financial Advisors, LLC | 20 | 20 | 0.06% | 0.13% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.07% | 0.20% | Q4 2013 | Q3 2018 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.04% | 0.16% | 0.28% | Q4 2018 | Q3 2023 | 20 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 20 |
Smith & Howard Wealth Management, LLC | 20 | 20 | 0.26% | 0.36% | 0.46% | Q4 2018 | Q3 2023 | 20 |
Koshinski Asset Management, Inc. | 16 | 1 | 0.08% | 0.11% | 0.15% | Q1 2018 | Q3 2023 | 20 |
CCG WEALTH MANAGEMENT, LLC | 20 | 20 | 0.69% | 1.01% | 1.52% | Q4 2018 | Q3 2023 | 20 |
Valeo Financial Advisors, LLC | 8 | 2 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 20 |
DAGCO, INC. | 20 | 20 | 0.26% | 0.75% | 1.18% | Q4 2018 | Q3 2023 | 20 |
SUNTRUST BANKS INC | 15 | 5 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2019 | 20 |
CRA Financial Services, LLC | 20 | 20 | 0.32% | 0.46% | 0.59% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.03% | 0.06% | 0.09% | Q4 2015 | Q3 2020 | 20 |
East Coast Asset Management, LLC. | 20 | 20 | 0.06% | 0.13% | 0.21% | Q4 2012 | Q3 2017 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.02% | 1.43% | 4.54% | Q4 2018 | Q3 2023 | 20 |
BANK HAPOALIM BM | 20 | 20 | 0.16% | 1.03% | 2.52% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Trinity Legacy Partners, LLC | 20 | 20 | 0.92% | 2.41% | 4.33% | Q4 2018 | Q3 2023 | 20 |
NICOLET BANKSHARES INC | 20 | 20 | 0.12% | 0.15% | 0.22% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.03% | 0.14% | Q4 2014 | Q3 2019 | 20 |
Full Sail Capital, LLC | 20 | 20 | 0.92% | 1.59% | 2.37% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.07% | 0.12% | Q4 2017 | Q3 2022 | 20 |
A. D. Beadell Investment Counsel, Inc. | 20 | 20 | 0.17% | 0.23% | 0.48% | Q1 2017 | Q4 2021 | 20 |
Smart Money Group LLC | 19 | 1 | 0.11% | 0.71% | 2.12% | Q3 2018 | Q3 2023 | 20 |
Windham Capital Management, LLC | 19 | 1 | 0.06% | 0.81% | 1.56% | Q3 2018 | Q3 2023 | 20 |
RPg Family Wealth Advisory, LLC | 16 | 4 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q1 2022 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Veritable, L.P. | 17 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2019 | 20 |
Meridian Wealth Advisors, LLC | 20 | 20 | 0.25% | 0.32% | 0.40% | Q4 2018 | Q3 2023 | 20 |
Global Trust Asset Management, LLC | 16 | 4 | 0.00% | 0.04% | 0.48% | Q1 2018 | Q3 2023 | 20 |
Busey Bank | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
HHM Wealth Advisors, LLC | 20 | 20 | 0.06% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 0.23% | 0.52% | 1.54% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 18 | 2 | 0.00% | 0.07% | 0.11% | Q1 2018 | Q3 2023 | 20 |
Wechter Feldman Wealth Management, Inc. | 19 | 19 | 2.40% | 7.03% | 18.74% | Q4 2016 | Q2 2021 | 19 |
BigSur Wealth Management LLC | 19 | 19 | 0.22% | 0.42% | 0.61% | Q1 2019 | Q3 2023 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.05% | 0.12% | 0.21% | Q2 2013 | Q4 2017 | 19 |
Rehmann Capital Advisory Group | 14 | 2 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 19 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.04% | 0.36% | 0.46% | Q4 2018 | Q3 2023 | 19 |
VICUS CAPITAL | 16 | 1 | 0.04% | 0.21% | 0.65% | Q2 2014 | Q3 2019 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Crestwood Advisors Group, LLC | 18 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 19 |
WEDBUSH SECURITIES INC | 19 | 19 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
ASSOCIATED BANC-CORP | 11 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 0.06% | 0.97% | 1.32% | Q1 2019 | Q3 2023 | 19 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 0.17% | 0.22% | 0.32% | Q1 2019 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.23% | 0.53% | 0.81% | Q1 2019 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.02% | 0.20% | 0.29% | Q3 2018 | Q3 2023 | 19 |
Simplicity Solutions, LLC | 9 | 1 | 0.01% | 0.12% | 0.55% | Q4 2014 | Q3 2023 | 19 |
Valmark Advisers, Inc. | 19 | 19 | 0.01% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Financial Insights, Inc. | 18 | 1 | 0.26% | 0.54% | 0.72% | Q4 2018 | Q3 2023 | 19 |
Fieldpoint Private Securities, LLC | 12 | 7 | 0.05% | 0.06% | 0.11% | Q1 2017 | Q2 2022 | 19 |
Archer Investment Corp | 19 | 19 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
IPG Investment Advisors LLC | 19 | 19 | 0.08% | 0.13% | 0.20% | Q4 2017 | Q2 2022 | 19 |
TSFG, LLC | 19 | 19 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q3 2023 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.05% | 0.29% | 0.75% | Q2 2013 | Q4 2017 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 1.26% | 1.81% | 2.51% | Q1 2019 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.35% | 0.78% | 0.97% | Q1 2019 | Q3 2023 | 19 |
Horan Securities, Inc. | 8 | 1 | 0.01% | 0.15% | 0.23% | Q3 2016 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Lenox Wealth Management, Inc. | 19 | 19 | 0.04% | 0.05% | 0.08% | Q4 2015 | Q2 2020 | 19 |
TOMPKINS FINANCIAL CORP | 10 | 1 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q4 2023 | 18 |
MADISON INVESTMENT HOLDINGS INC | 13 | 2 | 0.01% | 0.22% | 0.50% | Q2 2013 | Q4 2018 | 18 |
BURNEY CO/ | 9 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2018 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.07% | 0.11% | 0.15% | Q2 2013 | Q3 2017 | 18 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Abbot Financial Management, Inc. | 18 | 18 | 0.22% | 0.42% | 0.67% | Q2 2019 | Q3 2023 | 18 |
MEITAV INVESTMENT HOUSE LTD | 10 | 1 | 0.01% | 0.03% | 0.09% | Q2 2018 | Q2 2023 | 18 |
DAVENPORT & Co LLC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.13% | 0.27% | 0.46% | Q2 2013 | Q3 2017 | 18 |
Ellis Investment Partners, LLC | 18 | 18 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
MILLENNIUM MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 18 |
Regis Management CO LLC | 18 | 18 | 0.05% | 0.14% | 0.26% | Q2 2019 | Q3 2023 | 18 |
COLONY GROUP LLC | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Heritage Wealth Advisors | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
New Capital Management LP | 18 | 18 | 0.02% | 0.16% | 0.35% | Q4 2016 | Q1 2021 | 18 |
Capital Advantage, Inc. | 17 | 1 | 3.47% | 5.92% | 7.47% | Q1 2019 | Q3 2023 | 18 |
Selective Wealth Management, Inc. | 15 | 3 | 0.08% | 0.19% | 0.65% | Q2 2019 | Q4 2023 | 18 |
BB&T SECURITIES, LLC | 18 | 18 | 0.01% | 0.02% | 0.12% | Q2 2015 | Q3 2019 | 18 |
Morningstar Investment Management LLC | 16 | 1 | 0.08% | 8.28% | 17.21% | Q4 2018 | Q3 2023 | 18 |
Oakworth Capital, Inc. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.06% | 0.09% | 0.12% | Q4 2017 | Q1 2022 | 18 |
WESBANCO BANK INC | 11 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
JAMES INVESTMENT RESEARCH INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 18 |
CIBC Private Wealth Group, LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.08% | 0.36% | 0.54% | Q2 2019 | Q3 2023 | 18 |
NorthRock Partners, LLC | 17 | 17 | 0.03% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Prestige Wealth Management Group LLC | 17 | 17 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q3 2023 | 17 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q2 2023 | 17 |
Personal Capital Advisors Corp | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 17 |
TRUIST FINANCIAL CORP | 16 | 1 | 0.00% | 0.05% | 0.10% | Q3 2016 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q2 2017 | 17 |
Prospera Financial Services Inc | 14 | 3 | 0.01% | 0.05% | 0.12% | Q1 2016 | Q3 2023 | 17 |
PATTEN & PATTEN INC/TN | 12 | 2 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 17 |
Conservest Capital Advisors, Inc. | 13 | 4 | 0.03% | 0.05% | 0.09% | Q2 2017 | Q3 2023 | 17 |
NatWest Group plc | 14 | 3 | 0.15% | 0.60% | 1.01% | Q4 2016 | Q1 2021 | 17 |
HL FINANCIAL SERVICES LLC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q1 2019 | 17 |
AlphaMark Advisors, LLC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 17 |
Meristem Family Wealth, LLC | 17 | 17 | 0.10% | 0.17% | 0.22% | Q1 2018 | Q1 2022 | 17 |
SEI INVESTMENTS CO | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2020 | 17 |
Dakota Wealth Management | 17 | 17 | 0.03% | 0.09% | 0.54% | Q3 2019 | Q3 2023 | 17 |
Spearhead Capital Advisors, LLC | 14 | 3 | 0.09% | 0.16% | 0.29% | Q1 2018 | Q2 2022 | 17 |
Invst, LLC | 14 | 1 | 0.04% | 2.14% | 3.62% | Q3 2017 | Q2 2023 | 17 |
Evolution Wealth Advisors, LLC | 12 | 5 | 0.02% | 0.14% | 0.41% | Q4 2018 | Q3 2023 | 17 |
Hanson & Doremus Investment Management | 9 | 3 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.47% | 0.53% | 0.60% | Q3 2019 | Q3 2023 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.00% | 0.12% | 0.61% | Q4 2019 | Q3 2023 | 16 |
CreativeOne Wealth, LLC | 16 | 16 | 0.05% | 0.10% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Trilogy Capital Inc. | 15 | 1 | 0.00% | 0.18% | 0.25% | Q3 2018 | Q3 2023 | 16 |
LifeSteps Financial, Inc. | 16 | 16 | 0.31% | 0.41% | 0.60% | Q4 2019 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.04% | 0.20% | 0.40% | Q4 2018 | Q3 2022 | 16 |
Gryphon Financial Partners LLC | 16 | 16 | 0.00% | 0.16% | 0.18% | Q4 2019 | Q3 2023 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 0.04% | 0.14% | 0.71% | Q4 2019 | Q3 2023 | 16 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 16 | 16 | 1.95% | 2.72% | 3.22% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Mutual Advisors, LLC | 16 | 16 | 0.07% | 0.11% | 0.18% | Q4 2019 | Q3 2023 | 16 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.13% | 0.14% | 0.17% | Q4 2019 | Q3 2023 | 16 |
STABLEFORD CAPITAL II LLC | 9 | 2 | 0.15% | 0.30% | 0.51% | Q4 2017 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.00% | 0.27% | 0.50% | Q4 2019 | Q3 2023 | 16 |
SlateStone Wealth, LLC | 16 | 16 | 0.25% | 0.46% | 0.56% | Q4 2019 | Q3 2023 | 16 |
Edge Capital Group, LLC | 16 | 16 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q3 2022 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.06% | 0.12% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Lido Advisors, LLC | 13 | 1 | 0.00% | 0.08% | 0.58% | Q2 2016 | Q3 2023 | 16 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 0.37% | 0.54% | 0.63% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Castle Rock Wealth Management, LLC | 12 | 1 | 0.18% | 0.34% | 0.51% | Q1 2018 | Q3 2023 | 16 |
REGIONS FINANCIAL CORP | 10 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.03% | 0.25% | 0.59% | Q4 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.03% | 0.10% | 0.22% | Q3 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.05% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Faithward Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.09% | 0.22% | 0.34% | Q2 2013 | Q1 2017 | 16 |
TBH Global Asset Management, LLC | 16 | 16 | 0.12% | 0.15% | 0.23% | Q4 2019 | Q3 2023 | 16 |
360 Financial, Inc. | 16 | 16 | 0.14% | 0.22% | 0.33% | Q4 2019 | Q3 2023 | 16 |
Adaptive Financial Consulting, LLC | 16 | 16 | 4.98% | 5.38% | 5.89% | Q4 2019 | Q3 2023 | 16 |
FINANCIAL CONSULATE, INC | 16 | 16 | 0.10% | 0.13% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Plante Moran Financial Advisors, LLC | 13 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.03% | 0.10% | 0.13% | Q2 2013 | Q1 2017 | 16 |
PEOPLES BANK /OH | 16 | 16 | 0.25% | 0.35% | 0.48% | Q1 2017 | Q4 2020 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 16 |
Essex Private Wealth Management, LLC | 16 | 16 | 5.02% | 6.34% | 7.80% | Q4 2019 | Q3 2023 | 16 |
Optas, LLC | 16 | 16 | 0.14% | 0.19% | 0.33% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.59% | 0.72% | 1.08% | Q4 2019 | Q3 2023 | 16 |
CHAI TRUST CO LLC | 16 | 16 | 0.04% | 0.78% | 1.53% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.10% | 0.16% | 0.29% | Q4 2019 | Q3 2023 | 16 |
CVA Family Office, LLC | 16 | 16 | 0.35% | 1.05% | 1.59% | Q4 2019 | Q3 2023 | 16 |
Marotta Asset Management | 13 | 3 | 1.24% | 3.71% | 4.64% | Q4 2019 | Q4 2023 | 16 |
PROFFITT & GOODSON INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 16 |
Halpern Financial, Inc. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Western Wealth Management, LLC | 8 | 2 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 16 |
Red Door Wealth Management, LLC | 16 | 16 | 0.06% | 0.12% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.02% | 0.86% | 1.07% | Q4 2019 | Q3 2023 | 16 |
Gladstone Institutional Advisory LLC | 10 | 6 | 0.02% | 0.18% | 0.53% | Q4 2018 | Q3 2023 | 16 |
LPWM LLC | 16 | 16 | 0.22% | 0.36% | 0.47% | Q4 2019 | Q3 2023 | 16 |
Zurich Insurance Group Ltd/FI | 15 | 1 | 0.09% | 0.11% | 0.15% | Q4 2018 | Q3 2023 | 16 |
Summit Trail Advisors, LLC | 16 | 16 | 0.03% | 0.09% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Cranbrook Wealth Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Kovitz Investment Group Partners, LLC | 16 | 16 | 0.01% | 0.08% | 0.12% | Q2 2019 | Q1 2023 | 16 |
Neuberger Berman Group LLC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 16 |
Secure Asset Management, LLC | 16 | 16 | 0.10% | 0.16% | 0.24% | Q4 2019 | Q3 2023 | 16 |
SIGNATUREFD, LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 16 |
BCS Wealth Management | 13 | 2 | 0.34% | 0.41% | 0.64% | Q4 2019 | Q3 2023 | 15 |
TAP Consulting, LLC | 15 | 15 | 0.18% | 1.34% | 3.30% | Q1 2020 | Q3 2023 | 15 |
S.A. Mason LLC | 12 | 3 | 0.08% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.13% | 0.21% | 0.27% | Q1 2020 | Q3 2023 | 15 |
Carnegie Capital Asset Management, LLC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 1.98% | 2.31% | 2.82% | Q4 2019 | Q3 2023 | 15 |
Aurora Private Wealth, Inc. | 9 | 6 | 0.10% | 0.23% | 0.42% | Q4 2019 | Q3 2023 | 15 |
Psagot Value Holdings Ltd. | 11 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 15 |
B. Riley Wealth Management, Inc. | 9 | 3 | 0.00% | 0.22% | 0.99% | Q3 2015 | Q2 2022 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
IMA Wealth, Inc. | 15 | 15 | 1.60% | 1.82% | 2.09% | Q2 2013 | Q4 2016 | 15 |
Cypress Wealth Services, LLC | 14 | 1 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q3 2023 | 15 |
Petix & Botte Co | 12 | 3 | 0.62% | 0.72% | 0.78% | Q4 2019 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.19% | 0.31% | 0.63% | Q4 2019 | Q3 2023 | 15 |
Intersect Capital LLC | 12 | 3 | 0.07% | 0.11% | 0.18% | Q2 2017 | Q2 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.13% | 0.34% | Q2 2013 | Q4 2016 | 15 |
Stelac Advisory Services LLC | 15 | 15 | 0.44% | 0.86% | 1.41% | Q1 2020 | Q3 2023 | 15 |
55I, LLC | 15 | 15 | 0.15% | 0.37% | 1.19% | Q1 2019 | Q3 2022 | 15 |
Roble, Belko & Company, Inc | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
HOWARD WEALTH MANAGEMENT, LLC | 10 | 5 | 0.42% | 0.76% | 1.18% | Q4 2019 | Q3 2023 | 15 |
Blankinship & Foster, LLC | 15 | 15 | 0.20% | 0.39% | 0.47% | Q1 2020 | Q3 2023 | 15 |
TCI Wealth Advisors, Inc. | 8 | 1 | 0.00% | 0.01% | 0.09% | Q4 2013 | Q1 2023 | 15 |
JANUS HENDERSON GROUP PLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 15 |
Waldron Private Wealth LLC | 15 | 15 | 0.01% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
SeaCrest Wealth Management, LLC | 9 | 6 | 0.01% | 0.08% | 0.37% | Q4 2017 | Q3 2023 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 2.11% | 2.34% | 2.78% | Q1 2020 | Q3 2023 | 15 |
Country Club Trust Company, n.a. | 13 | 2 | 0.06% | 0.27% | 0.60% | Q2 2013 | Q4 2021 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.28% | 0.32% | 0.38% | Q1 2018 | Q2 2023 | 15 |
Capital Asset Advisory Services LLC | 12 | 3 | 0.01% | 0.72% | 1.97% | Q2 2017 | Q3 2022 | 15 |
Salomon & Ludwin, LLC | 15 | 15 | 0.10% | 0.14% | 0.24% | Q1 2020 | Q3 2023 | 15 |
Axiom Financial Strategies, LLC | 15 | 15 | 2.37% | 3.42% | 5.13% | Q1 2020 | Q3 2023 | 15 |
OPTIMUM INVESTMENT ADVISORS | 8 | 7 | 0.01% | 0.04% | 0.05% | Q3 2013 | Q4 2019 | 15 |
INGALLS & SNYDER LLC | 15 | 15 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Madison Asset Management, LLC | 9 | 6 | 0.01% | 0.18% | 0.58% | Q4 2019 | Q3 2023 | 15 |
Patten Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2018 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.10% | 0.13% | 0.19% | Q2 2016 | Q4 2019 | 15 |
Wealth Alliance | 15 | 15 | 0.08% | 0.13% | 0.24% | Q1 2020 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.07% | 0.12% | 0.16% | Q4 2019 | Q3 2023 | 15 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 15 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q2 2021 | 15 |
Quaker Wealth Management, LLC | 9 | 6 | 0.18% | 1.48% | 2.75% | Q4 2019 | Q3 2023 | 15 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 15 | 15 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
HBW ADVISORY SERVICES LLC | 14 | 14 | 0.19% | 0.35% | 0.53% | Q2 2020 | Q3 2023 | 14 |
AMI INVESTMENT MANAGEMENT INC | 14 | 14 | 1.77% | 4.19% | 8.89% | Q2 2020 | Q3 2023 | 14 |
Sanctuary Wealth Management, L.L.C. | 11 | 1 | 0.91% | 2.16% | 2.88% | Q1 2010 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 12 | 2 | 0.09% | 0.17% | 0.25% | Q3 2018 | Q4 2022 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.00% | 0.07% | 0.35% | Q2 2020 | Q3 2023 | 14 |
PRUDENT INVESTORS NETWORK, INC. | 11 | 3 | 0.11% | 0.13% | 0.25% | Q4 2019 | Q3 2023 | 14 |
Acorn Wealth Advisors, LLC | 14 | 14 | 0.53% | 1.66% | 2.46% | Q2 2020 | Q3 2023 | 14 |
AdvicePeriod, LLC | 12 | 2 | 0.04% | 0.09% | 0.15% | Q4 2017 | Q2 2021 | 14 |
James Hambro & Partners | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
One Day In July LLC | 14 | 14 | 0.09% | 0.18% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Capital Directions Investment Advisors, LLC | 6 | 2 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2022 | 14 |
PHILADELPHIA TRUST CO | 14 | 14 | 0.07% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Praetorian Wealth Management, Inc. | 14 | 14 | 1.81% | 2.29% | 2.63% | Q2 2020 | Q3 2023 | 14 |
Cordasco Financial Network | 14 | 14 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q2 2022 | 14 |
Personal Wealth Partners | 14 | 14 | 0.38% | 0.53% | 0.87% | Q4 2018 | Q1 2022 | 14 |
TRUST CO OF VERMONT | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Keebeck Wealth Management, LLC | 14 | 14 | 0.62% | 1.06% | 1.74% | Q2 2020 | Q3 2023 | 14 |
Costello Asset Management, INC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.05% | 0.09% | 0.14% | Q4 2013 | Q1 2017 | 14 |
Well Done, LLC | 13 | 1 | 0.13% | 0.24% | 0.39% | Q1 2017 | Q3 2021 | 14 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 14 | 14 | 0.03% | 0.05% | 0.06% | Q4 2016 | Q1 2020 | 14 |
Stockman Wealth Management, Inc. | 14 | 14 | 0.06% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Clean Yield Group | 10 | 4 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 14 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Laidlaw Wealth Management LLC | 13 | 1 | 0.16% | 0.48% | 0.84% | Q4 2019 | Q3 2023 | 14 |
Wealthspire Advisors, LLC | 12 | 1 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 14 |
PICTET ASSET MANAGEMENT LTD | 10 | 1 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q2 2021 | 14 |
EPG Wealth Management LLC | 12 | 2 | 0.08% | 0.10% | 0.13% | Q4 2019 | Q3 2023 | 14 |
Baron Financial Group, LLC | 13 | 13 | 2.30% | 2.59% | 3.26% | Q3 2020 | Q3 2023 | 13 |
Beacon Pointe Advisors, LLC | 13 | 13 | 0.01% | 0.05% | 0.33% | Q3 2020 | Q3 2023 | 13 |
Keystone Financial Group | 10 | 1 | 0.05% | 0.07% | 0.11% | Q1 2018 | Q3 2023 | 13 |
COUNTRY TRUST BANK | 9 | 4 | 0.00% | 0.01% | 0.09% | Q4 2016 | Q4 2023 | 13 |
WEATHERLY ASSET MANAGEMENT L. P. | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Janney Capital Management LLC | 13 | 13 | 0.04% | 1.26% | 4.94% | Q4 2013 | Q4 2016 | 13 |
HERITAGE INVESTORS MANAGEMENT CORP | 10 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2021 | 13 |
Sheaff Brock Investment Advisors, LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 13 |
Retirement Group, LLC | 9 | 4 | 0.00% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 13 |
GRANDFIELD & DODD, LLC | 13 | 13 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Cedar Brook Financial Partners, LLC | 13 | 13 | 0.09% | 0.17% | 0.27% | Q3 2020 | Q3 2023 | 13 |
Relative Value Partners Group, LLC | 7 | 1 | 0.03% | 0.20% | 0.47% | Q4 2018 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Magnus Financial Group LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Farmers & Merchants Trust Co of Chambersburg PA | 9 | 4 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 13 |
Visionary Asset Management, Inc. | 9 | 1 | 0.04% | 0.83% | 1.16% | Q2 2014 | Q3 2018 | 13 |
Mosaic Family Wealth, LLC | 7 | 1 | 0.07% | 0.15% | 0.40% | Q4 2017 | Q2 2021 | 13 |
FIRST INTERSTATE BANK | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2018 | 13 |
Wealthquest Corp | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 10 | 3 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.14% | 0.20% | 0.28% | Q2 2013 | Q2 2016 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.13% | 0.22% | 0.28% | Q3 2020 | Q3 2023 | 13 |
Cresset Asset Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Beacon Financial Advisory LLC | 13 | 13 | 0.23% | 0.26% | 0.34% | Q3 2020 | Q3 2023 | 13 |
CWA Asset Management Group, LLC | 9 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 13 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 8 | 5 | 0.01% | 0.05% | 0.13% | Q4 2014 | Q3 2023 | 13 |
HCR Wealth Advisors | 13 | 13 | 0.05% | 0.67% | 2.28% | Q3 2020 | Q3 2023 | 13 |
Hikari Power Ltd | 10 | 3 | 0.06% | 0.17% | 0.22% | Q2 2019 | Q3 2023 | 13 |
Summit Place Financial Advisors, LLC | 13 | 13 | 0.19% | 0.28% | 0.42% | Q3 2020 | Q3 2023 | 13 |
Proficio Capital Partners LLC | 13 | 13 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q2 2019 | 13 |
Glassman Wealth Services | 9 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 13 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 11 | 1 | 0.02% | 0.04% | 0.05% | Q2 2015 | Q4 2018 | 13 |
BOSTON FAMILY OFFICE LLC | 10 | 3 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q4 2019 | 13 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 6 | 1 | 0.01% | 0.04% | 0.09% | Q4 2017 | Q1 2023 | 13 |
NICOLET ADVISORY SERVICES, LLC | 13 | 13 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q1 2022 | 13 |
BALLAST ADVISORS LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
DF DENT & CO INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
CULLEN/FROST BANKERS, INC. | 10 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 13 |
Crewe Advisors LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.14% | 0.20% | 0.31% | Q4 2019 | Q3 2023 | 13 |
Apollon Wealth Management, LLC | 12 | 1 | 0.01% | 0.11% | 0.67% | Q2 2020 | Q3 2023 | 13 |
SouthState Corp | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Newport Wealth Strategies, Inc. | 13 | 13 | 0.44% | 0.63% | 1.60% | Q3 2018 | Q3 2021 | 13 |
Aptus Capital Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Gemmer Asset Management LLC | 7 | 2 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 13 |
Berkeley Capital Partners, LLC | 5 | 2 | 0.20% | 2.48% | 4.93% | Q4 2015 | Q4 2020 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 13 |
PDS Planning, Inc | 13 | 13 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
MAI Capital Management | 12 | 1 | 0.01% | 0.08% | 0.20% | Q2 2019 | Q3 2023 | 13 |
Orion Capital Management LLC | 12 | 12 | 0.08% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Realta Investment Advisors | 12 | 12 | 0.10% | 0.39% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Goepper Burkhardt LLC | 12 | 12 | 4.52% | 4.90% | 5.58% | Q4 2020 | Q3 2023 | 12 |
WNY Asset Management, LLC | 12 | 12 | 0.26% | 1.04% | 1.70% | Q4 2020 | Q3 2023 | 12 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 2 | 0.06% | 0.37% | 0.55% | Q2 2016 | Q4 2020 | 12 |
VISTA INVESTMENT MANAGEMENT | 8 | 1 | 0.11% | 0.14% | 0.16% | Q4 2019 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Mission Creek Capital Partners, Inc. | 12 | 12 | 0.05% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Bluesphere Advisors, LLC | 12 | 12 | 0.64% | 1.20% | 1.88% | Q4 2020 | Q3 2023 | 12 |
Allianz Asset Management GmbH | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2021 | 12 |
Accel Wealth Management | 12 | 12 | 0.40% | 0.68% | 0.93% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Round Rock Advisors, LLC | 12 | 12 | 0.11% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
WADE G W & INC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL MANAGEMENT NETWORK INC | 12 | 12 | 2.70% | 3.80% | 4.64% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.15% | 0.29% | 0.43% | Q4 2020 | Q3 2023 | 12 |
ALPS ADVISORS INC | 7 | 5 | 0.09% | 0.11% | 0.18% | Q4 2018 | Q2 2023 | 12 |
WASHINGTON TRUST BANK | 10 | 1 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q4 2021 | 12 |
IVC Wealth Advisors LLC | 12 | 12 | 0.16% | 0.29% | 0.34% | Q4 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
Hudson Value Partners, LLC | 12 | 12 | 0.58% | 0.65% | 0.71% | Q4 2020 | Q3 2023 | 12 |
PIN OAK INVESTMENT ADVISORS INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2021 | 12 |
Family Firm, Inc. | 12 | 12 | 0.07% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
RBA Wealth Management, LLC | 8 | 4 | 0.47% | 0.51% | 0.55% | Q1 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 12 |
Pinnacle Bancorp, Inc. | 11 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2021 | 12 |
Johnson Bixby & Associates, LLC | 12 | 12 | 1.66% | 2.54% | 3.04% | Q4 2020 | Q3 2023 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 0.21% | 0.24% | 0.30% | Q4 2020 | Q3 2023 | 12 |
DEARBORN PARTNERS LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2016 | 12 |
FOUNDERS FINANCIAL SECURITIES LLC | 12 | 12 | 0.04% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Riverpoint Wealth Management Holdings, LLC | 12 | 12 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 12 |
D.B. Root & Company, LLC | 12 | 12 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Lebenthal Global Advisors, LLC | 12 | 12 | 1.04% | 3.08% | 5.00% | Q4 2020 | Q3 2023 | 12 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 12 | 12 | 0.12% | 0.17% | 0.22% | Q4 2020 | Q3 2023 | 12 |
MISSION WEALTH MANAGEMENT, LP | 12 | 12 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
CITIZENS FINANCIAL GROUP INC/RI | 9 | 1 | 0.00% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.34% | 0.48% | 0.64% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.53% | 1.12% | 2.37% | Q4 2018 | Q3 2021 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Navis Wealth Advisors, LLC | 12 | 12 | 0.34% | 0.53% | 0.83% | Q4 2020 | Q3 2023 | 12 |
Shepherd Financial Partners LLC | 12 | 12 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Bridge Advisory, LLC | 12 | 12 | 0.35% | 0.47% | 0.60% | Q4 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.01% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.07% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 12 |
PRINCIPAL FINANCIAL GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 0.51% | 0.56% | 0.62% | Q4 2020 | Q3 2023 | 12 |
CENTRAL TRUST Co | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
QCI ASSET MANAGEMENT INC/NY | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2020 | 12 |
KINGS POINT CAPITAL MANAGEMENT | 8 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 12 |
Brown Miller Wealth Management, LLC | 12 | 12 | 0.12% | 0.29% | 0.58% | Q4 2020 | Q3 2023 | 12 |
Independence Bank of Kentucky | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Zeit Capital LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Zhang Financial LLC | 12 | 12 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Hikari Tsushin, Inc. | 8 | 1 | 0.08% | 0.33% | 0.48% | Q2 2019 | Q3 2023 | 12 |
Greenhouse Wealth Management, LLC | 12 | 12 | 0.34% | 0.37% | 0.41% | Q4 2020 | Q3 2023 | 12 |
IEQ CAPITAL, LLC | 11 | 1 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 0.45% | 0.54% | 0.62% | Q4 2020 | Q3 2023 | 12 |
TruWealth Advisors, LLC | 12 | 12 | 0.20% | 0.75% | 1.12% | Q4 2020 | Q3 2023 | 12 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2022 | 12 |
COREPATH WEALTH PARTNERS LLC | 12 | 12 | 0.33% | 0.42% | 0.57% | Q4 2020 | Q3 2023 | 12 |
Curran Financial Partners, LLC | 12 | 12 | 0.32% | 3.48% | 6.56% | Q4 2020 | Q3 2023 | 12 |
Baldrige Asset Management LLC | 8 | 4 | 0.03% | 0.06% | 0.10% | Q1 2019 | Q1 2023 | 12 |
TRAIN BABCOCK ADVISORS LLC | 11 | 1 | 0.07% | 0.10% | 0.14% | Q4 2014 | Q4 2017 | 12 |
Spruce Investment Advisors LLC | 12 | 12 | 0.29% | 1.96% | 3.68% | Q4 2014 | Q3 2017 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 0.28% | 0.32% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Safeguard Investment Advisory Group, LLC | 12 | 12 | 1.17% | 2.06% | 3.05% | Q4 2020 | Q3 2023 | 12 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 1 | 0.01% | 0.05% | 0.11% | Q2 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.16% | 0.23% | 0.28% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.09% | 0.16% | 0.18% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Manchester Capital Management LLC | 8 | 1 | 0.01% | 0.89% | 3.25% | Q4 2015 | Q3 2023 | 11 |
ARGI Investment Services, LLC | 9 | 1 | 0.01% | 0.05% | 0.34% | Q3 2018 | Q4 2022 | 11 |
First National Bank of South Miami | 10 | 1 | 0.02% | 0.04% | 0.04% | Q4 2018 | Q3 2021 | 11 |
RAYMOND JAMES TRUST N.A. | 11 | 11 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Grant/GrossMendelsohn, LLC | 9 | 2 | 0.13% | 0.21% | 0.30% | Q4 2020 | Q3 2023 | 11 |
THOMPSON DAVIS & CO., INC. | 11 | 11 | 0.05% | 0.06% | 0.08% | Q4 2013 | Q2 2016 | 11 |
REGENTATLANTIC CAPITAL LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2022 | 11 |
SCS Capital Management LLC | 11 | 11 | 0.02% | 1.19% | 1.73% | Q4 2016 | Q2 2019 | 11 |
Dorsey & Whitney Trust CO LLC | 11 | 11 | 0.13% | 0.15% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Sierra Capital LLC | 11 | 11 | 0.21% | 0.25% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Integrated Wealth Concepts LLC | 10 | 1 | 0.01% | 0.10% | 0.28% | Q4 2019 | Q3 2023 | 11 |
Alera Investment Advisors, LLC | 6 | 5 | 0.06% | 0.17% | 0.36% | Q4 2018 | Q3 2023 | 11 |
1900 WEALTH MANAGEMENT LLC | 7 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 11 |
EP Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.10% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Highlander Capital Management, LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 11 |
McCarthy Asset Management, Inc. | 7 | 4 | 0.14% | 0.17% | 0.21% | Q4 2020 | Q3 2023 | 11 |
Ratio Wealth Group | 9 | 2 | 3.27% | 4.25% | 4.56% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Loveless Wealth Management LLC | 11 | 11 | 0.79% | 0.86% | 1.00% | Q4 2019 | Q2 2022 | 11 |
Peachtree Investment Partners, LLC | 9 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 11 |
Solstein Capital, LLC | 11 | 11 | 0.07% | 0.10% | 0.15% | Q1 2021 | Q3 2023 | 11 |
BANQUE PICTET & CIE SA | 8 | 3 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q2 2022 | 11 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q1 2023 | 11 |
Better Money Decisions, LLC | 11 | 11 | 0.77% | 0.92% | 1.08% | Q1 2021 | Q3 2023 | 11 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 11 | 0.04% | 0.06% | 0.09% | Q1 2015 | Q3 2017 | 11 |
WEALTHSOURCE PARTNERS, LLC | 7 | 4 | 0.02% | 0.16% | 0.44% | Q2 2019 | Q1 2022 | 11 |
Westshore Wealth, LLC | 10 | 1 | 0.14% | 0.18% | 0.24% | Q4 2019 | Q2 2023 | 11 |
Family Management Corp | 10 | 1 | 0.04% | 0.08% | 0.10% | Q2 2020 | Q2 2023 | 11 |
MARCO INVESTMENT MANAGEMENT LLC | 6 | 5 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q1 2022 | 11 |
DSC Advisors, L.P. | 10 | 1 | 0.13% | 4.92% | 26.15% | Q4 2012 | Q2 2016 | 11 |
ASSET PLANNING CORPORATION | 11 | 11 | 5.61% | 6.21% | 6.70% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q3 2023 | 11 |
GREENLEAF TRUST | 11 | 11 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q4 2019 | 11 |
SHELTON CAPITAL MANAGEMENT | 11 | 11 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2018 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.04% | 0.11% | 0.19% | Q4 2020 | Q3 2023 | 11 |
Karp Capital Management Corp | 11 | 11 | 0.02% | 1.38% | 1.85% | Q4 2014 | Q2 2017 | 11 |
Matisse Capital | 11 | 11 | 0.15% | 0.57% | 1.11% | Q4 2016 | Q2 2019 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
EVERGREEN CAPITAL MANAGEMENT LLC | 11 | 11 | 0.01% | 0.17% | 0.35% | Q1 2021 | Q3 2023 | 11 |
Fortis Advisors, LLC | 9 | 2 | 0.00% | 2.18% | 3.89% | Q3 2020 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.05% | 0.41% | 0.73% | Q1 2021 | Q3 2023 | 11 |
CMG Global Holdings, LLC | 11 | 11 | 0.32% | 0.36% | 0.39% | Q1 2021 | Q3 2023 | 11 |
Compagnie Lombard Odier SCmA | 11 | 11 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q3 2017 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Brick & Kyle, Associates | 7 | 1 | 0.01% | 0.05% | 0.15% | Q4 2014 | Q3 2023 | 11 |
Aprio Wealth Management, LLC | 10 | 1 | 3.80% | 5.47% | 7.36% | Q4 2020 | Q3 2023 | 11 |
CAPITAL ADVISORS INC/OK | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.34% | 0.39% | 0.51% | Q1 2014 | Q1 2017 | 11 |
Capital Investment Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2023 | 11 |
Inscription Capital, LLC | 10 | 10 | 0.17% | 0.27% | 0.34% | Q2 2021 | Q3 2023 | 10 |
Berger Financial Group, Inc | 6 | 4 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 10 |
PACIFIC FINANCIAL GROUP INC | 8 | 1 | 0.10% | 1.31% | 4.07% | Q3 2013 | Q2 2016 | 10 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
CX Institutional | 7 | 3 | 0.00% | 0.07% | 0.18% | Q1 2021 | Q3 2023 | 10 |
Riverstone Advisors, LLC | 4 | 3 | 0.10% | 0.16% | 0.22% | Q2 2020 | Q2 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Alaethes Wealth LLC | 10 | 10 | 0.12% | 0.16% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Tillar-Wenstrup Advisors, LLC | 10 | 10 | 2.09% | 2.38% | 2.73% | Q3 2016 | Q4 2018 | 10 |
Kelman-Lazarov, Inc. | 10 | 10 | 0.22% | 0.24% | 0.27% | Q1 2016 | Q2 2018 | 10 |
PRENTISS SMITH & CO INC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2017 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PRW Wealth Management LLC | 7 | 1 | 0.03% | 0.40% | 2.15% | Q4 2018 | Q3 2023 | 10 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 10 |
Activest Wealth Management | 9 | 1 | 0.12% | 0.21% | 0.79% | Q1 2021 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.09% | 0.12% | 0.17% | Q4 2020 | Q1 2023 | 10 |
Sowell Financial Services LLC | 7 | 1 | 0.06% | 0.12% | 0.22% | Q4 2018 | Q1 2023 | 10 |
Canvas Wealth Advisors, LLC | 10 | 10 | 0.09% | 0.14% | 0.22% | Q2 2021 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 10 |
NVWM, LLC | 9 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 10 |
Calamos Wealth Management LLC | 7 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Planned Solutions, Inc. | 7 | 1 | 0.13% | 0.16% | 0.20% | Q3 2020 | Q2 2023 | 10 |
Pathway Financial Advisors LLC | 10 | 10 | 0.04% | 0.14% | 0.28% | Q4 2017 | Q1 2020 | 10 |
Goldstein Munger & Associates | 10 | 10 | 1.66% | 2.00% | 2.37% | Q2 2020 | Q3 2022 | 10 |
Advisors Preferred, LLC | 3 | 2 | 0.01% | 0.06% | 0.13% | Q4 2013 | Q3 2020 | 10 |
COMERICA SECURITIES INC | 8 | 2 | 0.18% | 0.53% | 0.69% | Q2 2016 | Q4 2018 | 10 |
First Bancorp, Inc /ME/ | 9 | 1 | 0.25% | 0.28% | 0.30% | Q1 2021 | Q3 2023 | 10 |
Wagner Wealth Management, LLC | 6 | 4 | 0.05% | 0.11% | 0.19% | Q4 2017 | Q1 2022 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Savant Capital, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Grace Capital | 9 | 1 | 0.49% | 0.88% | 1.98% | Q1 2019 | Q3 2021 | 10 |
Brown Advisory Securities, LLC | 10 | 10 | 0.06% | 0.07% | 0.09% | Q3 2016 | Q4 2018 | 10 |
MYCIO WEALTH PARTNERS, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2019 | 10 |
MATHER GROUP, LLC. | 7 | 3 | 0.01% | 0.79% | 3.25% | Q4 2015 | Q3 2023 | 10 |
First Personal Financial Services | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Linscomb & Williams, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Columbia Asset Management | 6 | 4 | 0.05% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 10 |
United Asset Strategies, Inc. | 9 | 1 | 0.02% | 0.05% | 0.06% | Q4 2018 | Q4 2021 | 10 |
PRUDENTIAL PLC | 6 | 4 | 0.01% | 0.03% | 0.11% | Q2 2018 | Q3 2022 | 10 |
Lehman & Derafelo Financial Resources LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 10 |
Pensionmark Financial Group, LLC | 9 | 1 | 0.06% | 0.08% | 0.12% | Q1 2020 | Q4 2022 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 10 | 0.02% | 0.05% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Greenline Partners, LLC | 10 | 10 | 0.00% | 0.13% | 0.38% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.12% | 0.20% | 0.25% | Q1 2021 | Q3 2023 | 10 |
ARROW FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Noven Financial Group, Inc. | 10 | 10 | 0.17% | 0.76% | 1.56% | Q4 2017 | Q1 2020 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Pflug Koory, LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Weatherstone Capital Management | 7 | 3 | 0.18% | 1.62% | 3.94% | Q1 2014 | Q1 2019 | 10 |
Pinnacle Family Advisors, LLC | 6 | 1 | 0.17% | 0.87% | 3.24% | Q1 2017 | Q3 2023 | 10 |
Tatro Capital, LLC | 10 | 10 | 3.06% | 5.70% | 9.22% | Q4 2019 | Q1 2022 | 10 |
KMG FIDUCIARY PARTNERS, LLC | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Chevy Chase Trust Holdings, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2019 | 10 |
Asset Planning Services, Ltd. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
WESTPORT RESOURCES MANAGEMENT INC | 10 | 10 | 0.01% | 0.48% | 0.93% | Q2 2014 | Q3 2016 | 10 |
MGO ONE SEVEN LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
BANK OF NOVA SCOTIA | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Edge Wealth Management LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 9 |
SNS Financial Group, LLC | 5 | 4 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 9 |
JB Capital LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
EXCHANGE TRADED CONCEPTS, LLC | 5 | 1 | 0.02% | 1.53% | 4.63% | Q2 2020 | Q3 2023 | 9 |
PENOBSCOT WEALTH MANAGEMENT | 9 | 9 | 1.66% | 2.14% | 2.48% | Q3 2021 | Q3 2023 | 9 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 9 | 9 | 0.34% | 0.97% | 1.82% | Q1 2020 | Q1 2022 | 9 |
Summit Asset Management, LLC | 9 | 9 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Evanson Asset Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 9 |
Meridian Wealth Management, LLC | 6 | 3 | 0.03% | 0.35% | 1.44% | Q4 2018 | Q3 2023 | 9 |
STEPH & CO | 9 | 9 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q4 2021 | 9 |
FRG Family Wealth Advisors LLC | 9 | 9 | 0.11% | 0.30% | 0.49% | Q3 2021 | Q3 2023 | 9 |
TrinityPoint Wealth, LLC | 9 | 9 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Resource Management, LLC | 9 | 9 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q4 2021 | 9 |
Dentgroup LLC | 9 | 9 | 0.78% | 0.97% | 1.24% | Q4 2021 | Q4 2023 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 1 | 0.00% | 0.07% | 0.46% | Q1 2020 | Q3 2023 | 9 |
GYL FINANCIAL SYNERGIES, LLC | 9 | 9 | 0.29% | 2.53% | 7.34% | Q3 2021 | Q3 2023 | 9 |
HRT FINANCIAL LP | 4 | 1 | 0.02% | 0.06% | 0.18% | Q1 2018 | Q3 2023 | 9 |
ROOSEVELT INVESTMENT GROUP LLC | 8 | 1 | 0.07% | 0.20% | 0.29% | Q2 2017 | Q4 2019 | 9 |
Polianta Ltd | 4 | 1 | 1.82% | 3.17% | 4.04% | Q1 2018 | Q1 2023 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.50% | 0.54% | 0.58% | Q4 2021 | Q4 2023 | 9 |
Clearstead Advisors, LLC | 9 | 9 | 0.00% | 0.07% | 0.29% | Q3 2021 | Q3 2023 | 9 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q2 2017 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2021 | 9 |
Vigilant Capital Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2022 | 9 |
American Money Management, LLC | 9 | 9 | 0.13% | 0.14% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Goodwin Investment Advisory | 9 | 9 | 0.01% | 0.02% | 0.15% | Q4 2020 | Q4 2022 | 9 |
Timber Hill LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q4 2017 | 9 |
Insight Advisors, LLC/ PA | 9 | 9 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Colonial River Wealth Management, LLC | 9 | 9 | 0.13% | 0.25% | 0.84% | Q4 2020 | Q4 2022 | 9 |
VESTOR CAPITAL, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.13% | 0.16% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 9 |
ROCKLAND TRUST CO | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
Merit Financial Group, LLC | 8 | 1 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 9 |
Roundview Capital LLC | 9 | 9 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Kavar Capital Partners, LLC | 3 | 1 | 0.06% | 0.10% | 0.17% | Q4 2013 | Q2 2019 | 9 |
American Financial Network Advisory Services LLC | 9 | 9 | 0.03% | 1.05% | 2.32% | Q3 2017 | Q3 2019 | 9 |
Bremer Bank National Association | 9 | 9 | 0.11% | 0.16% | 0.19% | Q1 2019 | Q1 2021 | 9 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 8 | 1 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q4 2022 | 9 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 8 | 1 | 0.17% | 0.28% | 0.34% | Q3 2013 | Q3 2017 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Vectors Research Management, LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q2 2022 | 9 |
Texas Yale Capital Corp. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2015 | 9 |
Harfst & Associates, Inc. | 9 | 9 | 0.02% | 0.28% | 0.45% | Q2 2015 | Q2 2017 | 9 |
MILLIE CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.21% | 0.41% | 0.56% | Q4 2014 | Q4 2016 | 9 |
Ruggie Capital Group | 5 | 4 | 0.04% | 1.94% | 3.48% | Q4 2014 | Q1 2017 | 9 |
SECURITY NATIONAL BANK OF SO DAK | 9 | 9 | 0.59% | 0.76% | 1.13% | Q4 2016 | Q4 2018 | 9 |
Founders Capital Management | 9 | 9 | 0.03% | 0.06% | 0.11% | Q4 2021 | Q4 2023 | 9 |
Syverson Strege & Co | 9 | 9 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q1 2023 | 9 |
Bouchey Financial Group Ltd | 8 | 1 | 0.11% | 3.07% | 4.24% | Q3 2016 | Q4 2019 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.04% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 9 |
Onyx Bridge Wealth Group LLC | 9 | 9 | 0.14% | 0.57% | 1.88% | Q3 2021 | Q3 2023 | 9 |
CALIBER WEALTH MANAGEMENT, LLC | 9 | 9 | 0.59% | 1.25% | 1.91% | Q4 2020 | Q4 2022 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.42% | 0.62% | 0.77% | Q3 2021 | Q3 2023 | 9 |
NewEdge Wealth, LLC | 8 | 8 | 0.06% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.76% | 0.82% | 0.92% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
ROPES WEALTH ADVISORS LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q4 2020 | 8 |
Capital Analysts, LLC | 6 | 1 | 0.00% | 0.21% | 0.35% | Q1 2016 | Q3 2023 | 8 |
SHELTON WEALTH MANAGEMENT, LLC | 8 | 8 | 0.47% | 0.96% | 1.29% | Q4 2021 | Q3 2023 | 8 |
FOREFRONT WEALTH MANAGEMENT INC. | 8 | 8 | 0.74% | 0.85% | 0.92% | Q4 2021 | Q3 2023 | 8 |
Bank Pictet & Cie (Europe) AG | 7 | 1 | 0.03% | 0.08% | 0.41% | Q3 2015 | Q3 2018 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Stadion Money Management, LLC | 7 | 1 | 0.08% | 0.35% | 1.00% | Q4 2013 | Q1 2017 | 8 |
Autumn Glory Partners, LLC | 8 | 8 | 0.50% | 1.36% | 1.97% | Q4 2021 | Q3 2023 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 3.23% | 6.24% | 10.45% | Q4 2020 | Q3 2023 | 8 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
WESTWOOD HOLDINGS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2020 | 8 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 8 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 8 | 8 | 1.04% | 1.95% | 2.63% | Q4 2016 | Q3 2018 | 8 |
Integrated Wealth Management | 7 | 1 | 0.04% | 0.05% | 0.07% | Q1 2015 | Q1 2017 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.14% | 0.16% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Polaris Wealth Advisory Group, LLC | 4 | 4 | 0.01% | 0.26% | 1.04% | Q2 2013 | Q4 2018 | 8 |
GOFEN & GLOSSBERG LLC /IL/ | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
BOENNING & SCATTERGOOD, INC. | 8 | 8 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q4 2022 | 8 |
Taylor & Morgan Wealth Management, LLC | 8 | 8 | 0.18% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Financial Services Advisory Inc | 8 | 8 | 0.75% | 5.80% | 38.56% | Q4 2019 | Q3 2021 | 8 |
BHF RG Capital Inc. | 8 | 8 | 0.15% | 0.22% | 0.30% | Q4 2019 | Q3 2021 | 8 |
NCM Capital Management, LLC | 8 | 8 | 1.37% | 1.49% | 2.04% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.90% | 1.90% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 1.66% | 1.79% | 1.93% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Old Port Advisors | 8 | 8 | 0.13% | 0.20% | 0.25% | Q1 2021 | Q4 2022 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.18% | 0.48% | 0.73% | Q4 2021 | Q3 2023 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.22% | 0.24% | 0.26% | Q4 2021 | Q3 2023 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.37% | 0.44% | 0.48% | Q4 2021 | Q3 2023 | 8 |
CBIZ Investment Advisory Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 7 | 1 | 0.01% | 0.07% | 0.10% | Q1 2018 | Q3 2023 | 8 |
Bedel Financial Consulting, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
HOWE & RUSLING INC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.10% | 0.13% | 0.16% | Q4 2019 | Q3 2022 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6 | 2 | 0.02% | 0.06% | 0.10% | Q1 2020 | Q1 2023 | 8 |
Kellett Wealth Advisors, LLC | 8 | 8 | 0.47% | 0.63% | 0.86% | Q4 2021 | Q3 2023 | 8 |
InterOcean Capital Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.12% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Bay Harbor Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Poehling Capital Management, INC. | 5 | 3 | 0.05% | 0.18% | 0.57% | Q4 2017 | Q1 2021 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.39% | 0.49% | 0.55% | Q4 2021 | Q3 2023 | 8 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 8 | 8 | 1.81% | 2.89% | 4.09% | Q4 2021 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.13% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Cerity Partners LLC | 8 | 8 | 0.00% | 0.18% | 0.38% | Q4 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.66% | 0.84% | 0.96% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
LFA - Lugano Financial Advisors SA | 5 | 1 | 0.03% | 0.16% | 0.51% | Q2 2018 | Q3 2023 | 8 |
Modera Wealth Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 8 |
Executive Wealth Management, LLC | 5 | 3 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q4 2021 | 8 |
Campbell Wealth Management | 8 | 8 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q1 2021 | 8 |
BLB&B Advisors, LLC | 5 | 1 | 0.02% | 0.04% | 0.04% | Q4 2017 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.34% | 0.37% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.14% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Teamwork Financial Advisors, LLC | 8 | 8 | 0.08% | 0.14% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Foundations Investment Advisors, LLC | 3 | 2 | 0.05% | 1.06% | 7.78% | Q2 2020 | Q3 2023 | 8 |
SVB WEALTH LLC | 8 | 8 | 0.01% | 0.05% | 0.08% | Q4 2019 | Q3 2021 | 8 |
Amundi | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.23% | 0.81% | 2.43% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 8 |
WADDELL & ASSOCIATES, LLC | 6 | 1 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Pariax, LLC | 8 | 8 | 5.49% | 8.25% | 13.52% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Financial Futures Ltd Liability Co. | 8 | 8 | 1.33% | 3.14% | 4.60% | Q4 2021 | Q3 2023 | 8 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 0.83% | 1.14% | 2.17% | Q4 2019 | Q3 2023 | 8 |
Warwick Investment Management, Inc. | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
CUE ADVISORY SERVICES, INC. | 8 | 8 | 0.28% | 0.32% | 0.36% | Q4 2016 | Q3 2018 | 8 |
Leo H. Evart, Inc. | 8 | 8 | 2.95% | 3.61% | 4.48% | Q4 2021 | Q3 2023 | 8 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 8 |
WEALTHSPAN PARTNERS, LLC | 8 | 8 | 0.65% | 0.80% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Truvestments Capital LLC | 3 | 2 | 0.01% | 0.09% | 0.33% | Q2 2018 | Q3 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.45% | 0.61% | 0.69% | Q4 2021 | Q3 2023 | 8 |
FINANCIAL ADVISORY PARTNERS, LLC | 8 | 8 | 0.55% | 0.56% | 0.60% | Q4 2021 | Q3 2023 | 8 |
MONETARY MANAGEMENT GROUP INC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Tranquilli Financial Advisor LLC | 6 | 1 | 1.18% | 2.86% | 3.52% | Q4 2020 | Q3 2023 | 8 |
AVAII WEALTH MANAGEMENT, LLC | 8 | 8 | 0.27% | 0.35% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Csenge Advisory Group | 2 | 1 | 0.03% | 0.20% | 0.54% | Q3 2017 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.56% | 0.65% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 | 1 | 0.02% | 0.75% | 0.89% | Q2 2018 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.34% | 0.47% | 0.55% | Q1 2021 | Q3 2023 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 5.55% | 6.46% | 7.49% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Schwab Charitable Fund | 8 | 8 | 0.31% | 0.39% | 0.59% | Q4 2017 | Q3 2019 | 8 |
PICTET ASSET MANAGEMENT SA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 7 |
InterOcean Capital, LLC | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q3 2019 | 7 |
Smith, Salley & Associates | 4 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.13% | 0.16% | 0.20% | Q1 2022 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.38% | 0.49% | 0.58% | Q4 2019 | Q2 2021 | 7 |
Carolina Wealth Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Cribstone Capital Management, LLC | 6 | 1 | 0.00% | 0.06% | 0.08% | Q2 2016 | Q1 2020 | 7 |
ESG Planning | 7 | 7 | 0.34% | 2.88% | 5.34% | Q1 2022 | Q3 2023 | 7 |
SYM FINANCIAL Corp | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
First Heartland Consultants, Inc. | 6 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2021 | 7 |
FirstPurpose Wealth LLC | 5 | 2 | 0.12% | 0.15% | 0.26% | Q4 2021 | Q3 2023 | 7 |
Strategic Blueprint, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
ROBSHAW & JULIAN ASSOCIATES INC | 7 | 7 | 0.18% | 0.24% | 0.47% | Q4 2015 | Q2 2017 | 7 |
TCF National Bank | 7 | 7 | 0.06% | 0.06% | 0.07% | Q3 2019 | Q1 2021 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.11% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Comprehensive Financial Consultants Institutional, Inc. | 7 | 7 | 0.17% | 0.19% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2021 | 7 |
Ascent Group, LLC | 7 | 7 | 0.03% | 0.16% | 0.49% | Q4 2021 | Q2 2023 | 7 |
Prime Capital Investment Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 7 |
Kingsview Wealth Management, LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 7 |
HORIZON BANCORP INC /IN/ | 4 | 1 | 0.09% | 0.26% | 0.43% | Q4 2019 | Q3 2023 | 7 |
American Trust | 7 | 7 | 0.04% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
DCM Advisors, LLC | 5 | 2 | 0.06% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 7 |
New Perspectives, Inc | 7 | 7 | 0.44% | 0.50% | 0.56% | Q2 2021 | Q4 2022 | 7 |
StoneX Group Inc. | 6 | 1 | 0.04% | 0.06% | 0.14% | Q4 2019 | Q4 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.19% | 0.22% | 0.24% | Q4 2021 | Q3 2023 | 7 |
MCDONALD PARTNERS LLC | 7 | 7 | 0.07% | 0.46% | 2.70% | Q4 2020 | Q2 2022 | 7 |
Blackston Financial Advisory Group, LLC | 7 | 7 | 1.29% | 1.44% | 1.61% | Q4 2021 | Q2 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q4 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Kalos Management, Inc. | 6 | 1 | 0.09% | 0.77% | 1.44% | Q4 2015 | Q2 2023 | 7 |
Litman Gregory Wealth Management LLC | 7 | 7 | 0.13% | 0.20% | 0.27% | Q3 2017 | Q1 2019 | 7 |
Confluence Wealth Services, Inc. | 6 | 1 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Smithfield Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.17% | 0.19% | 0.21% | Q1 2022 | Q3 2023 | 7 |
MEEDER ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 7 |
Vontobel Holding Ltd. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
U.S. Capital Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
FUKOKU MUTUAL LIFE INSURANCE Co | 6 | 1 | 0.11% | 0.93% | 1.86% | Q3 2014 | Q4 2016 | 7 |
Private Vista, LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2018 | Q3 2019 | 7 |
Consolidated Investment Group LLC | 7 | 7 | 0.33% | 0.35% | 0.38% | Q2 2014 | Q4 2015 | 7 |
Horizons Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2023 | 7 |
Farmers & Merchants Trust Co of Long Beach | 7 | 7 | 0.09% | 0.10% | 0.11% | Q4 2019 | Q2 2021 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q4 2016 | Q2 2018 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 2.16% | 2.83% | 4.13% | Q4 2021 | Q2 2023 | 7 |
Athena Investment Management | 7 | 7 | 0.29% | 0.32% | 0.45% | Q1 2022 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.56% | 0.97% | 1.17% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
MinichMacGregor Wealth Management, LLC | 4 | 3 | 0.01% | 0.07% | 0.15% | Q4 2015 | Q3 2023 | 7 |
Intelligence Driven Advisers, LLC | 4 | 3 | 0.04% | 0.13% | 0.50% | Q4 2020 | Q3 2022 | 7 |
Southern Farm Bureau Life Insurance | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.04% | 0.08% | 0.10% | Q1 2019 | Q3 2020 | 7 |
BREMER TRUST NATIONAL ASSOCIATION | 7 | 7 | 0.12% | 0.15% | 0.16% | Q2 2017 | Q4 2018 | 7 |
Klingman & Associates, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q3 2016 | 7 |
LifePro Asset Management | 5 | 2 | 0.09% | 0.13% | 0.27% | Q4 2020 | Q3 2023 | 7 |
ASB Consultores, LLC | 6 | 1 | 1.32% | 2.80% | 3.42% | Q4 2021 | Q3 2023 | 7 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.10% | 0.27% | Q1 2015 | Q2 2023 | 7 |
Bradley & Co. Private Wealth Management, LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2022 | 7 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
RGT Wealth Advisors, LLC | 7 | 7 | 0.14% | 0.28% | 0.46% | Q3 2016 | Q1 2018 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 7 |
Wealth Management Solutions, LLC | 7 | 7 | 2.21% | 5.34% | 7.82% | Q1 2022 | Q3 2023 | 7 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.18% | 0.19% | 0.21% | Q2 2017 | Q4 2018 | 7 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 7 | 7 | 0.87% | 0.96% | 1.05% | Q1 2022 | Q3 2023 | 7 |
Samalin Investment Counsel, LLC | 4 | 1 | 0.04% | 0.14% | 0.19% | Q4 2019 | Q1 2023 | 7 |
Financial Partners Group, Inc | 6 | 1 | 0.05% | 0.21% | 0.32% | Q4 2017 | Q3 2023 | 7 |
PERRITT CAPITAL MANAGEMENT INC | 7 | 7 | 0.48% | 0.62% | 0.79% | Q1 2015 | Q3 2016 | 7 |
FIRST NATIONAL TRUST CO | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 7 |
KAYS FINANCIAL ADVISORY CORP /ADV | 4 | 3 | 0.04% | 0.06% | 0.07% | Q1 2017 | Q3 2019 | 7 |
Nvest Financial, LLC | 7 | 7 | 1.50% | 2.19% | 2.54% | Q1 2022 | Q3 2023 | 7 |
MTM Investment Management, LLC | 6 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.31% | 0.33% | 0.36% | Q1 2022 | Q3 2023 | 7 |
One Charles Private Wealth Services, LLC | 6 | 1 | 0.16% | 0.31% | 0.57% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.15% | 0.18% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Peloton Wealth Strategists | 5 | 1 | 0.09% | 0.25% | 0.64% | Q2 2014 | Q1 2017 | 7 |
Bridgewater Advisors Inc. | 6 | 6 | 0.08% | 0.12% | 0.19% | Q1 2021 | Q2 2022 | 6 |
SIMON QUICK ADVISORS, LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2021 | 6 |
Capstone Triton Financial Group, LLC | 6 | 6 | 1.06% | 1.12% | 1.18% | Q2 2022 | Q3 2023 | 6 |
BCM ADVISORS, LLC | 6 | 6 | 0.09% | 6.06% | 7.61% | Q2 2022 | Q3 2023 | 6 |
Roger Wittlin Investment Advisory, LLC | 4 | 2 | 0.17% | 0.41% | 0.50% | Q1 2022 | Q3 2023 | 6 |
Pinnacle Wealth Management Advisory Group, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
SPINNAKER TRUST | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
AIRE ADVISORS, LLC | 6 | 6 | 0.10% | 0.29% | 0.50% | Q4 2021 | Q1 2023 | 6 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 6 | 6 | 1.02% | 3.48% | 5.71% | Q4 2014 | Q1 2016 | 6 |
UBS AG | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Global Financial Private Capital, Inc | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
McAdam, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2021 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 6 | 6 | 0.01% | 1.61% | 2.94% | Q2 2022 | Q3 2023 | 6 |
Moisand Fitzgerald Tamayo, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
WESPAC Advisors, LLC | 5 | 1 | 0.15% | 0.84% | 1.21% | Q2 2013 | Q4 2014 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Lansing Street Advisors | 6 | 6 | 0.64% | 1.60% | 2.40% | Q1 2022 | Q2 2023 | 6 |
Price Wealth, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q2 2022 | 6 |
MOLLER WEALTH PARTNERS | 6 | 6 | 0.08% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Wallington Asset Management, LLC | 6 | 6 | 0.00% | 0.03% | 0.18% | Q3 2020 | Q4 2021 | 6 |
CJM Wealth Advisers, Ltd. | 6 | 6 | 0.16% | 0.24% | 0.34% | Q4 2021 | Q1 2023 | 6 |
First American Bank | 4 | 2 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q4 2017 | 6 |
Partnervest Advisory Services LLC | 5 | 1 | 0.03% | 0.05% | 0.16% | Q2 2013 | Q1 2019 | 6 |
Bellwether Advisors, LLC | 6 | 6 | 0.01% | 2.83% | 4.67% | Q1 2022 | Q2 2023 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.13% | 0.22% | 0.28% | Q4 2017 | Q1 2019 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Heritage Trust Co | 6 | 6 | 0.03% | 0.04% | 0.04% | Q3 2017 | Q4 2018 | 6 |
BTS Asset Management, Inc. | 4 | 2 | 0.10% | 0.35% | 1.14% | Q1 2022 | Q3 2023 | 6 |
FIRST NATIONAL BANK SIOUX FALLS | 6 | 6 | 0.13% | 0.14% | 0.15% | Q2 2015 | Q3 2016 | 6 |
Freestone Capital Holdings, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 6 |
Moors & Cabot, Inc. | 5 | 1 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q4 2021 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2021 | 6 |
Haverford Trust Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 1 | 0.01% | 0.40% | 0.52% | Q2 2019 | Q4 2021 | 6 |
MONETA GROUP INVESTMENT ADVISORS LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 5 | 1 | 0.67% | 0.76% | 0.90% | Q4 2020 | Q4 2022 | 6 |
Stonehage Fleming Financial Services Holdings Ltd | 6 | 6 | 0.04% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Howard Capital Management Inc. | 6 | 6 | 0.13% | 0.61% | 1.80% | Q4 2017 | Q1 2019 | 6 |
Checchi Capital Advisers, LLC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Beta Wealth Group, Inc. | 6 | 6 | 1.43% | 2.37% | 3.38% | Q2 2022 | Q3 2023 | 6 |
IBERIABANK CORP | 5 | 1 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q2 2019 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.69% | 0.89% | 1.00% | Q4 2021 | Q1 2023 | 6 |
Riggs Asset Managment Co. Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Kinloch Capital, LLC | 4 | 1 | 0.03% | 2.03% | 4.79% | Q4 2020 | Q4 2022 | 6 |
Centric Wealth Management | 6 | 6 | 0.08% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Clark Capital Management Group, Inc. | 2 | 1 | 0.10% | 0.20% | 0.41% | Q3 2017 | Q4 2022 | 6 |
CNB Bank | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Somerset Trust Co | 3 | 1 | 0.00% | 0.04% | 0.09% | Q1 2017 | Q1 2023 | 6 |
FIRST TRUST ADVISORS LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 6 |
Steigerwald, Gordon & Koch Inc. | 5 | 1 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
Level Financial Advisors | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
BHF Kleinwort Benson Group S.A. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2015 | 6 |
OXFORD FINANCIAL GROUP, LTD. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Investors Capital Advisory Services | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q2 2016 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.12% | 0.23% | 0.34% | Q4 2021 | Q3 2023 | 6 |
MANAGED ACCOUNT ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
Joule Financial, LLC | 6 | 6 | 0.64% | 1.81% | 2.96% | Q2 2022 | Q3 2023 | 6 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 2 | 0.01% | 0.06% | 0.16% | Q4 2016 | Q3 2023 | 6 |
Obsidian Personal Planning Solutions LLC | 6 | 6 | 1.86% | 3.10% | 3.75% | Q2 2022 | Q3 2023 | 6 |
Journey Advisory Group, LLC | 6 | 6 | 0.07% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
EMFO, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2022 | 6 |
Jaffetilchin Investment Partners, LLC | 5 | 1 | 0.07% | 0.20% | 0.42% | Q3 2017 | Q1 2019 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 4 | 1 | 0.05% | 0.07% | 0.13% | Q4 2017 | Q4 2019 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q1 2019 | 5 |
Kerntke Otto McGlone Wealth Management Group | 5 | 5 | 0.22% | 1.87% | 2.85% | Q2 2020 | Q2 2021 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.05% | 0.08% | 0.15% | Q4 2016 | Q4 2017 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.55% | 0.59% | 0.64% | Q4 2021 | Q4 2022 | 5 |
Capital Bank & Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
PARK NATIONAL CORP /OH/ | 5 | 5 | 0.28% | 0.30% | 0.32% | Q4 2022 | Q4 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.04% | 0.08% | 0.13% | Q1 2019 | Q1 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.09% | 0.15% | 0.20% | Q4 2022 | Q4 2023 | 5 |
TOWNSQUARE CAPITAL LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 5 |
Bangor Savings Bank | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
MKT Advisors LLC | 5 | 5 | 0.15% | 0.22% | 0.27% | Q4 2021 | Q4 2022 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q2 2021 | 5 |
NIEMANN CAPITAL MANAGEMENT INC | 4 | 1 | 1.21% | 2.00% | 2.37% | Q2 2013 | Q2 2020 | 5 |
Claybrook Capital, LLC | 5 | 5 | 0.02% | 0.10% | 0.29% | Q4 2017 | Q4 2018 | 5 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q3 2021 | 5 |
Baker Avenue Asset Management, LP | 5 | 5 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Emery Howard Portfolio Management, Inc. | 5 | 5 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 5 |
Stratos Wealth Advisors, LLC | 4 | 1 | 0.06% | 0.12% | 0.16% | Q4 2018 | Q1 2020 | 5 |
McGuire Investment Group, LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Marcum Wealth, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Paradigm Capital Management, LLC/NV | 5 | 5 | 4.22% | 4.56% | 5.51% | Q4 2021 | Q4 2022 | 5 |
TORONTO DOMINION BANK | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Nadler Financial Group, Inc. | 3 | 1 | 0.10% | 0.11% | 0.12% | Q2 2015 | Q4 2020 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Sargent Investment Group, LLC | 3 | 2 | 0.05% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.01% | 0.25% | 0.36% | Q4 2017 | Q1 2020 | 5 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 5 |
SMITH HAYES Advisers, Inc | 3 | 2 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q1 2016 | 5 |
Wedmont Private Capital | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.08% | 0.11% | 0.13% | Q4 2022 | Q4 2023 | 5 |
WILLIAMS JONES & ASSOCIATES LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Apexium Financial, LP | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Placemark Investments, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
ATHERTON LANE ADVISERS, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q4 2015 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.64% | 0.98% | 1.20% | Q4 2020 | Q4 2021 | 5 |
Fort Point Capital Partners LLC | 5 | 5 | 0.23% | 0.39% | 0.47% | Q1 2022 | Q1 2023 | 5 |
RVW Wealth, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q4 2023 | 5 |
Domani Wealth, LLC | 5 | 5 | 0.12% | 0.13% | 0.14% | Q3 2015 | Q3 2016 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.69% | 0.85% | 0.93% | Q4 2021 | Q4 2022 | 5 |
Vivaldi Capital Management LP | 5 | 5 | 0.06% | 0.09% | 0.14% | Q3 2022 | Q3 2023 | 5 |
FIRST NIAGARA BANK | 5 | 5 | 0.32% | 0.39% | 0.45% | Q2 2015 | Q2 2016 | 5 |
Benchmark Investment Advisors LLC | 5 | 5 | 0.21% | 0.22% | 0.24% | Q2 2022 | Q2 2023 | 5 |
COMMUNITY BANK SYSTEM, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 1.22% | 1.26% | 1.30% | Q4 2021 | Q4 2022 | 5 |
Clarkston Capital Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.01% | 0.03% | 0.08% | Q2 2017 | Q1 2021 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.05% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2021 | 5 |
National Wealth Management Group, LLC | 5 | 5 | 0.32% | 0.62% | 1.48% | Q4 2021 | Q4 2022 | 5 |
Watermark Asset Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MANCHESTER FINANCIAL INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2015 | Q3 2016 | 5 |
Regent Peak Wealth Advisors LLC | 4 | 1 | 0.02% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 5 |
Parkside Financial Bank & Trust | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Overbrook Management Corp | 3 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 5 |
FineMark National Bank & Trust | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 5 |
Secrest Blakey & Associates, LLC | 5 | 5 | 0.17% | 0.18% | 0.19% | Q4 2017 | Q4 2018 | 5 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 5 |
O'Dell Group, LLC | 3 | 2 | 0.00% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 5 |
Resolute Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
JMG Financial Group, Ltd. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 5 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.12% | 0.60% | Q3 2018 | Q2 2023 | 5 |
Chicago Partners Investment Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.04% | 0.06% | 0.10% | Q2 2018 | Q2 2019 | 5 |
COHEN LAWRENCE B | 3 | 1 | 0.09% | 0.14% | 0.22% | Q4 2019 | Q4 2021 | 5 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.27% | 0.30% | 0.33% | Q3 2015 | Q3 2016 | 5 |
Lenox Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2019 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FIRST MIDWEST BANK TRUST DIVISION | 4 | 4 | 0.31% | 0.37% | 0.39% | Q3 2018 | Q2 2019 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.26% | 0.28% | 0.29% | Q4 2020 | Q3 2021 | 4 |
Frontier Wealth Management LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.22% | 0.25% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Verdence Capital Advisors LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
US FINANCIAL ADVISORS, LLC | 3 | 1 | 0.01% | 2.21% | 4.68% | Q4 2015 | Q4 2020 | 4 |
Progressive Investment Management Corp | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
CABANA LLC | 3 | 1 | 3.44% | 7.81% | 11.45% | Q2 2020 | Q1 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.22% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 4 |
Compass Advisory Group LLC | 4 | 4 | 0.12% | 0.80% | 2.85% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 3.58% | 4.06% | 4.79% | Q4 2022 | Q3 2023 | 4 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
HOLDERNESS INVESTMENTS CO | 3 | 1 | 0.07% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 4 |
LITTLE HOUSE CAPITAL LLC | 4 | 4 | 0.17% | 0.20% | 0.23% | Q4 2018 | Q3 2019 | 4 |
Analyst IMS Investment Management Services Ltd. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.06% | 0.13% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.20% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
FCG ADVISORS, LLC | 3 | 1 | 0.08% | 0.73% | 0.99% | Q1 2016 | Q2 2017 | 4 |
Integrity Advisory, LLC | 4 | 4 | 0.24% | 0.26% | 0.29% | Q1 2022 | Q4 2022 | 4 |
Peregrine Asset Advisers, Inc. | 2 | 1 | 0.13% | 1.99% | 6.02% | Q1 2015 | Q3 2023 | 4 |
Red Cedar Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Paragon Capital Management Ltd | 4 | 4 | 0.11% | 0.12% | 0.12% | Q3 2020 | Q2 2021 | 4 |
Prostatis Group LLC | 4 | 4 | 0.14% | 0.21% | 0.34% | Q3 2022 | Q2 2023 | 4 |
Moneda S.A. Administradora General de Fondos | 4 | 4 | 0.63% | 1.34% | 2.62% | Q4 2019 | Q3 2020 | 4 |
Owen LaRue, LLC | 4 | 4 | 0.24% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Gerber Kawasaki Wealth & Investment Management | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.11% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 4.78% | 5.69% | 7.38% | Q4 2022 | Q3 2023 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 3.42% | 3.62% | 4.05% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cooper Financial Group | 3 | 1 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q1 2023 | 4 |
GeoWealth Management, LLC | 3 | 1 | 0.00% | 0.08% | 0.29% | Q3 2020 | Q1 2022 | 4 |
Arlington Partners LLC | 3 | 1 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q2 2023 | 4 |
Baystate Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Alta Wealth Advisors LLC | 4 | 4 | 0.35% | 0.40% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 1.07% | 1.19% | 1.36% | Q4 2022 | Q3 2023 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2021 | 4 |
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 4 | 4 | 0.57% | 0.60% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.09% | 0.13% | 0.23% | Q4 2022 | Q3 2023 | 4 |
RKL Wealth Management LLC | 2 | 1 | 0.03% | 0.06% | 0.15% | Q3 2015 | Q4 2022 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Smith Anglin Financial, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Coombe, Bender & Co LLC | 4 | 4 | 0.11% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 4 | 4 | 0.15% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.52% | 1.08% | 2.46% | Q4 2022 | Q3 2023 | 4 |
Holloway Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.80% | 0.88% | 1.00% | Q4 2022 | Q3 2023 | 4 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 4 |
First Command Advisory Services, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
FULTON BREAKEFIELD BROENNIMAN LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.26% | 0.28% | 0.30% | Q4 2014 | Q3 2015 | 4 |
Vista Private Wealth Partners. LLC | 4 | 4 | 0.43% | 0.46% | 0.49% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.22% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Itau Unibanco Holding S.A. | 4 | 4 | 0.00% | 0.30% | 0.48% | Q3 2016 | Q2 2017 | 4 |
Fermata Advisors, LLC | 4 | 4 | 0.09% | 0.12% | 0.20% | Q2 2021 | Q1 2022 | 4 |
BASSO CAPITAL MANAGEMENT, L.P. | 4 | 4 | 0.25% | 0.52% | 0.83% | Q4 2022 | Q3 2023 | 4 |
Capital Advisors, Ltd. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 4 | 4 | 0.97% | 1.10% | 1.39% | Q4 2022 | Q3 2023 | 4 |
Atlas Financial Advisors, Inc. | 4 | 4 | 0.35% | 0.36% | 0.38% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.27% | 0.37% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Transform Wealth, LLC | 4 | 4 | 0.47% | 0.73% | 1.10% | Q1 2020 | Q4 2020 | 4 |
Ignite Planners, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 1 | 0.02% | 0.09% | 0.18% | Q4 2019 | Q4 2022 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.13% | 0.20% | 0.41% | Q4 2022 | Q3 2023 | 4 |
DUNCKER STREETT & CO INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
Olistico Wealth, LLC | 4 | 4 | 1.39% | 1.50% | 1.62% | Q4 2022 | Q3 2023 | 4 |
Leucadia National | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q1 2018 | 4 |
BOSTON PRIVATE BANK & TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 4 |
DRW Securities, LLC | 4 | 4 | 0.09% | 0.27% | 0.44% | Q2 2013 | Q1 2014 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 2.58% | 4.61% | 9.74% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 1.68% | 1.76% | 1.85% | Q4 2022 | Q3 2023 | 4 |
High Falls Advisors, Inc | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q1 2022 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.06% | 0.11% | 0.18% | Q2 2022 | Q1 2023 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 0.23% | 0.27% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Homrich & Berg | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Elite Wealth Management, Inc. | 4 | 4 | 0.03% | 0.41% | 0.59% | Q4 2013 | Q3 2014 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
RMR Wealth Builders | 3 | 1 | 0.01% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 4 |
Essential Planning, LLC. | 4 | 4 | 0.37% | 0.52% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Annapolis Financial Services, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Sovereign Financial Group, Inc. | 4 | 4 | 0.15% | 0.17% | 0.19% | Q4 2020 | Q3 2021 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 4 |
Narus Financial Partners, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Prudence Investment Management (Hong Kong) Ltd. | 4 | 4 | 0.12% | 0.23% | 0.43% | Q4 2021 | Q3 2022 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Park Edge Advisors, LLC | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.33% | 0.45% | 0.57% | Q4 2022 | Q3 2023 | 4 |
WELCH & FORBES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Samson Capital Advisors LLC | 4 | 4 | 0.13% | 0.22% | 0.26% | Q4 2014 | Q3 2015 | 4 |
Antonetti Capital Management LLC | 3 | 1 | 0.08% | 0.10% | 0.12% | Q2 2010 | Q1 2022 | 4 |
Pension Partners, LLC | 3 | 1 | 1.12% | 1.79% | 2.28% | Q1 2016 | Q1 2017 | 4 |
Bridgewealth Advisory Group, LLC | 4 | 4 | 0.28% | 0.41% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Colony Family Offices, LLC | 4 | 4 | 0.49% | 0.64% | 1.02% | Q2 2022 | Q1 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 4 |
Sowa Financial Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.07% | 0.09% | 0.14% | Q4 2021 | Q4 2022 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.03% | 0.07% | 0.14% | Q1 2023 | Q3 2023 | 3 |
KMS FINANCIAL SERVICES, INC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q3 2014 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Fort Sheridan Advisors LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q3 2021 | 3 |
Gotham Asset Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2018 | 3 |
Summit Wealth Group, LLC | 3 | 3 | 0.41% | 2.28% | 4.41% | Q1 2023 | Q3 2023 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 3 | 3 | 0.20% | 0.24% | 0.28% | Q1 2015 | Q3 2015 | 3 |
SMITH, MOORE & CO. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 0.43% | 0.45% | 0.46% | Q1 2023 | Q3 2023 | 3 |
VALLEY WEALTH MANAGERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Strategies Wealth Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q2 2022 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.20% | 0.21% | 0.21% | Q1 2019 | Q3 2019 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q1 2022 | 3 |
DAVIS R M INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Sutton Wealth Advisors Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Capital Square, LLC | 3 | 3 | 0.19% | 0.20% | 0.20% | Q4 2022 | Q2 2023 | 3 |
Keel Point, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q4 2022 | 3 |
FIRST COMMUNITY TRUST NA | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q2 2022 | 3 |
MARVIN & PALMER ASSOCIATES INC | 3 | 3 | 2.77% | 2.82% | 2.89% | Q3 2018 | Q1 2019 | 3 |
Douglass Winthrop Advisors, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q4 2019 | 3 |
Tortoise Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
FOSTER & MOTLEY INC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q4 2015 | 3 |
Independence Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
CABOT WEALTH MANAGEMENT INC | 3 | 3 | 0.42% | 0.66% | 0.80% | Q4 2016 | Q2 2017 | 3 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.12% | 0.13% | 0.13% | Q4 2022 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 2.67% | 2.88% | 3.14% | Q1 2023 | Q3 2023 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.13% | 0.19% | Q2 2017 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Bridgewater Wealth & Financial Management, LLC | 3 | 3 | 0.42% | 0.44% | 0.46% | Q1 2016 | Q3 2016 | 3 |
TD Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NWAM LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 3 |
WEALTHFRONT Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Laurel Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2021 | 3 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.04% | 0.05% | 0.08% | Q1 2015 | Q2 2018 | 3 |
Grant Street Asset Management, Inc. | 2 | 1 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 3 |
1776 Wealth LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
RPG Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Main Management ETF Advisors, LLC | 3 | 3 | 0.03% | 4.45% | 6.68% | Q1 2023 | Q3 2023 | 3 |
Royal Capital Wealth Management, LLC | 3 | 3 | 0.24% | 0.25% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Hardy Reed LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
TimeScale Financial, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 3 |
PFG Investments, LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.07% | 0.12% | Q2 2021 | Q4 2022 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Tevis Investment Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Black Swift Group, LLC | 3 | 3 | 2.94% | 8.12% | 13.86% | Q4 2018 | Q2 2019 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.15% | 0.23% | Q4 2021 | Q3 2023 | 3 |
Alpha Cubed Investments, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 3 |
Cadence Bank | 3 | 3 | 0.04% | 0.08% | 0.09% | Q2 2020 | Q4 2020 | 3 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2021 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.11% | 0.12% | 0.12% | Q4 2017 | Q3 2018 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.40% | 0.45% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Surevest, LLC | 2 | 1 | 0.00% | 0.17% | 0.34% | Q4 2018 | Q3 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.02% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Resolute Wealth Strategies, LLC | 3 | 3 | 0.42% | 0.45% | 0.49% | Q1 2023 | Q3 2023 | 3 |
Pictet North America Advisors SA | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Index Management Solutions, LLC | 3 | 3 | 0.26% | 1.20% | 1.80% | Q4 2014 | Q2 2015 | 3 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2017 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.13% | 0.17% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Marks Group Wealth Management, Inc | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Valentine Capital Asset Management, Inc. | 3 | 3 | 0.16% | 0.17% | 0.18% | Q2 2013 | Q4 2013 | 3 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 3 | 3 | 0.35% | 0.37% | 0.38% | Q1 2023 | Q3 2023 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
V Wealth Advisors LLC | 3 | 3 | 0.20% | 0.38% | 0.48% | Q4 2022 | Q2 2023 | 3 |
Cheviot Value Management, LLC | 3 | 3 | 0.16% | 0.20% | 0.26% | Q1 2018 | Q3 2018 | 3 |
Ifrah Financial Services, Inc. | 3 | 3 | 0.14% | 0.14% | 0.15% | Q2 2022 | Q4 2022 | 3 |
Cypress Wealth Advisors LLC | 3 | 3 | 0.14% | 0.23% | 0.41% | Q4 2016 | Q2 2017 | 3 |
Leonard Rickey Investment Advisors P.L.L.C. | 3 | 3 | 0.17% | 0.22% | 0.24% | Q4 2018 | Q2 2019 | 3 |
Essex Savings Bank | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Wolf Group Capital Advisors | 3 | 3 | 0.10% | 0.17% | 0.20% | Q2 2022 | Q4 2022 | 3 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 1 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q2 2021 | 3 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Lee Financial Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Foresight Wealth Management, LLC | 3 | 3 | 0.12% | 0.16% | 0.20% | Q1 2020 | Q3 2020 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
EXANE DERIVATIVES | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Castleview Partners, LLC | 2 | 1 | 0.02% | 0.05% | 0.10% | Q2 2021 | Q2 2022 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.55% | 0.60% | 0.65% | Q1 2023 | Q3 2023 | 3 |
SHINE INVESTMENT ADVISORY SERVICES INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 1.15% | 1.21% | 1.26% | Q4 2020 | Q2 2021 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
UMB Bank, n.a. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2015 | 3 |
Acropolis Investment Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
Titus Wealth Management | 3 | 3 | 0.10% | 0.10% | 0.11% | Q3 2021 | Q1 2022 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 3 | 3 | 0.19% | 0.24% | 0.28% | Q4 2021 | Q2 2022 | 3 |
SP Asset Management LLC | 3 | 3 | 0.16% | 0.32% | 0.58% | Q1 2023 | Q3 2023 | 3 |
CMC Financial Group | 2 | 2 | 0.25% | 0.30% | 0.34% | Q1 2019 | Q2 2019 | 2 |
Idaho Trust Bank | 2 | 2 | 1.12% | 1.21% | 1.30% | Q2 2023 | Q3 2023 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Taikang Asset Management (Hong Kong) Co Ltd | 2 | 2 | 0.07% | 0.19% | 0.30% | Q4 2017 | Q1 2018 | 2 |
DT Investment Partners, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q4 2019 | Q1 2020 | 2 |
Israel Discount Bank of New York | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 2 |
Hochman Cole Investment Advisors, Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Lee Financial Group Hawaii, Inc. | 2 | 2 | 0.18% | 0.24% | 0.29% | Q3 2020 | Q4 2020 | 2 |
Cardinal Point Wealth Management Partners, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Meeder Advisory Services, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.07% | 0.15% | 0.24% | Q1 2017 | Q4 2019 | 2 |
EFG Asset Management (Americas) Corp. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
INTEGRAL INVESTMENT ADVISORS, INC. | 2 | 2 | 1.52% | 2.49% | 3.46% | Q2 2022 | Q3 2022 | 2 |
EXCELSIA, INC. | 2 | 2 | 3.15% | 4.45% | 5.76% | Q1 2015 | Q2 2015 | 2 |
SILVERLAKE WEALTH MANAGEMENT LLC | 2 | 2 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Retireful, LLC | 2 | 2 | 0.86% | 1.62% | 2.39% | Q2 2023 | Q3 2023 | 2 |
MADDEN SECURITIES Corp | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2022 | 2 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | 1 | 0.08% | 0.11% | 0.14% | Q1 2015 | Q1 2016 | 2 |
Weitz Investment Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Estate Counselors, LLC | 2 | 2 | 0.32% | 0.76% | 1.20% | Q3 2015 | Q4 2015 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
M Holdings Securities, Inc. | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2014 | Q1 2021 | 2 |
Mariner Wealth Advisors-Cincinnati, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
True Capital Management | 2 | 2 | 0.86% | 0.96% | 1.06% | Q4 2022 | Q1 2023 | 2 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q3 2015 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q2 2022 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.11% | 0.13% | Q3 2020 | Q4 2021 | 2 |
BBR PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 2 |
Red Tortoise LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WCG Wealth Advisors LLC | 1 | 1 | 0.03% | 0.14% | 0.24% | Q3 2022 | Q3 2023 | 2 |
Values Added Financial LLC | 2 | 2 | 0.43% | 0.45% | 0.46% | Q2 2023 | Q3 2023 | 2 |
LS Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
OLIO Financial Planning | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q1 2022 | 2 |
Mayflower Financial Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.54% | 0.54% | 0.54% | Q3 2018 | Q4 2018 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q1 2015 | 2 |
Argent Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q2 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
WC Walker & Associates, Inc. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
CWH Capital Management, Inc. | 2 | 2 | 3.44% | 3.65% | 3.87% | Q4 2018 | Q1 2019 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
FISCHER INVESTMENT STRATEGIES, LLC | 2 | 2 | 4.58% | 4.61% | 4.65% | Q2 2023 | Q3 2023 | 2 |
Ashford Advisors, LLC | 2 | 2 | 0.46% | 0.53% | 0.60% | Q4 2022 | Q1 2023 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
GSA CAPITAL PARTNERS LLP | 2 | 2 | 0.08% | 0.15% | 0.23% | Q1 2023 | Q2 2023 | 2 |
Retirement Planning Group, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Walker Financial Services, Inc. | 2 | 2 | 1.66% | 1.88% | 2.10% | Q1 2022 | Q2 2022 | 2 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 2 |
Ferris Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2018 | 2 |
Davis Capital Management | 2 | 2 | 0.26% | 0.26% | 0.26% | Q1 2020 | Q2 2020 | 2 |
First National Bank of Mount Dora, Trust Investment Services | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Bryn Mawr Capital Management, LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2018 | Q3 2018 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
INVESTMENT HOUSE LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q1 2017 | 2 |
Parametrica Management Ltd | 2 | 2 | 2.18% | 3.00% | 3.82% | Q2 2023 | Q3 2023 | 2 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
180 WEALTH ADVISORS, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.05% | 0.27% | 0.49% | Q3 2022 | Q2 2023 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q1 2022 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.08% | 0.12% | 0.16% | Q2 2023 | Q3 2023 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
BENNETT SELBY INVESTMENTS LP | 1 | 1 | 0.16% | 0.18% | 0.21% | Q1 2022 | Q4 2022 | 2 |
Marks Wealth, LLC | 1 | 1 | 0.25% | 6.10% | 11.95% | Q3 2021 | Q1 2022 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FENIMORE ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q2 2020 | 2 |
MDE Group | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q1 2015 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 2 |
Jackson Hole Capital Partners, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q1 2019 | Q2 2019 | 2 |
GIRARD SECURITIES, INC. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2015 | Q1 2016 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 4.03% | 4.20% | 4.38% | Q4 2018 | Q1 2019 | 2 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.11% | 0.19% | Q4 2020 | Q3 2022 | 2 |
Concord Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Capital Wealth Planning, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q1 2020 | 2 |
Ken Stern & Associates, Inc. | 2 | 2 | 3.55% | 3.69% | 3.83% | Q2 2016 | Q3 2016 | 2 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Betterment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Steinberg Global Asset Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2016 | 2 |
Hamilton Wealth, LLC | 2 | 2 | 0.39% | 0.43% | 0.48% | Q4 2018 | Q1 2019 | 2 |
Covestor Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Aspen Wealth Strategies, LLC | 2 | 2 | 0.24% | 0.29% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Oak Harvest Investment Services | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
JOHN G ULLMAN & ASSOCIATES INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Windsor Advisory Group, LLC | 2 | 2 | 0.62% | 0.72% | 0.83% | Q4 2022 | Q1 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 2 |
Camelot Portfolios, LLC | 2 | 2 | 0.51% | 0.53% | 0.54% | Q4 2021 | Q1 2022 | 2 |
Maryland Capital Management | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q4 2019 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Buck Wealth Strategies, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.80% | 0.85% | 0.89% | Q1 2022 | Q2 2022 | 2 |
Lourd Capital, LLC | 2 | 2 | 0.05% | 0.08% | 0.10% | Q4 2015 | Q1 2016 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.03% | 0.10% | 0.16% | Q4 2017 | Q1 2018 | 2 |
MANNING & NAPIER ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Legacy Financial Strategies, LLC | 2 | 2 | 0.45% | 0.47% | 0.49% | Q4 2017 | Q1 2018 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AUGUSTINE ASSET MANAGEMENT INC | 1 | 1 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q2 2023 | 2 |
Smart Portfolios, LLC | 2 | 2 | 0.26% | 0.26% | 0.27% | Q2 2020 | Q3 2020 | 2 |
Cresta Advisors, Ltd. | 2 | 2 | 0.36% | 0.41% | 0.46% | Q3 2022 | Q4 2022 | 2 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q4 2021 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Hexagon Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Integer Wealth Advisors Group LLC | 2 | 2 | 0.26% | 0.59% | 0.92% | Q4 2019 | Q1 2020 | 2 |
First Allied Asset Management, Inc. | 2 | 2 | 1.30% | 1.34% | 1.39% | Q3 2013 | Q4 2013 | 2 |
Taconic Capital Advisors LP | 2 | 2 | 0.06% | 0.09% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Cardinal Point Capital Management ULC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q2 2023 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.29% | 0.32% | 0.36% | Q4 2022 | Q3 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
ROTHSCHILD INVESTMENT LLC /IL | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PagnatoKarp Partners LLC | 1 | 1 | 0.20% | 0.24% | 0.27% | Q3 2017 | Q3 2018 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q3 2018 | Q4 2020 | 2 |
Bristol County Savings Bank | 2 | 2 | 0.46% | 0.49% | 0.52% | Q3 2017 | Q4 2017 | 2 |
Soltis Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Coho Partners, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Insight Folios Inc | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Graypoint LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2016 | Q4 2016 | 1 |
RFG HOLDINGS, INC. | 1 | 1 | 2.66% | 2.66% | 2.66% | Q4 2020 | Q4 2020 | 1 |
MGO Private Wealth, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
ZEVIN ASSET MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
LMCG INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Detalus Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Newman Dignan & Sheerar, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2016 | Q1 2016 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
CONSILIO WEALTH ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2017 | Q4 2017 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
CADINHA & CO LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
BERRY GROUP, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Triumph Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2020 | Q1 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 3.48% | 3.48% | 3.48% | Q2 2022 | Q2 2022 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 13.57% | 13.57% | 13.57% | Q1 2022 | Q1 2022 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
StrategIQ Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Tidal Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Sageworth Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
First Trust Capital Management L.P. | 1 | 1 | 2.01% | 2.01% | 2.01% | Q4 2017 | Q4 2017 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Pointe Capital Management LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2016 | Q4 2016 | 1 |
CPWM, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Hills Bank & Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
BANK OF THE WEST | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Sterling Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2022 | Q4 2022 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Robbie L. Kennerson P.A., Inc. | 1 | 1 | 6.33% | 6.33% | 6.33% | Q4 2022 | Q4 2022 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2018 | Q1 2018 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Blue Granite Capital, LLC | 1 | 1 | 4.23% | 4.23% | 4.23% | Q4 2017 | Q4 2017 | 1 |
Palo Capital, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
Gunma Bank,Ltd. | 1 | 1 | 1.09% | 1.09% | 1.09% | Q3 2022 | Q3 2022 | 1 |
NISA INVESTMENT ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Chesley Taft & Associates LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Seascape Capital Management | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2020 | Q2 2020 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BOS Asset Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Fountainhead AM, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Ferguson Shapiro LLC | 1 | 1 | 2.58% | 2.58% | 2.58% | Q1 2020 | Q1 2020 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2017 | Q4 2017 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Quantum Capital Management, LLC / NJ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Jump Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2019 | Q1 2019 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
BSW Wealth Partners | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Gould Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
HBC Financial Services, PLLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
BOSTON FINANCIAL MANGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Hefren-Tillotson, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Cypress Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FundX Investment Group, LLC | 1 | 1 | 1.95% | 1.95% | 1.95% | Q1 2014 | Q1 2014 | 1 |
RAM Investment Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2023 | Q4 2023 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2020 | Q2 2020 | 1 |
Hamilton Point Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Fernwood Investment Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2019 | Q3 2019 | 1 |
Narwhal Capital Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Aberdeen Wealth Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Cleary Gull Holdings Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Yakira Capital Management, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2021 | Q1 2021 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Fullerton Fund Management Co Ltd. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2020 | Q2 2020 | 1 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2022 | Q3 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Life Planning Partners, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2023 | Q4 2023 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
COLUMBIA CAPITAL LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2014 | Q4 2014 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TIFF ADVISORY SERVICES, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q3 2017 | Q3 2017 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Abacus Wealth Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Ashburton (Jersey) Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2016 | Q4 2016 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
1ST SOURCE BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
HNP Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
AXA S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
FULTON BANK, N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
United Community Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2017 | Q4 2017 | 1 |
Smith Affiliated Capital Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2021 | Q4 2021 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q1 2021 | Q1 2021 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Trexquant Investment LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Revolve Wealth Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
SHAPIRO ROBERT N | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2019 | Q4 2019 | 1 |
BECK MACK & OLIVER LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Wolff Financial Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2020 | Q2 2020 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
LCNB CORP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2019 | Q3 2019 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Allegheny Financial Group LTD | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Relyea Zuckerberg Hanson LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
Next Level Private LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
TLWM | 1 | 1 | 4.52% | 4.52% | 4.52% | Q4 2017 | Q4 2017 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2019 | Q1 2019 | 1 |
PEOPLES FINANCIAL SERVICES CORP. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cardinal Point Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
COWA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Diversified, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Watson Rebecca | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Elm Partners Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Wilks Brothers, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2018 | Q2 2018 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SFMG, LLC | 1 | 1 | 4.55% | 4.55% | 4.55% | Q2 2013 | Q2 2013 | 1 |
External links
This page lists all the filers that currently own VANGUARD WORLD FDS or have owned VANGUARD WORLD FDS in the past.