Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 115 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.11% | Q4 2015 | Q3 2023 | 81 |
HUNTINGTON NATIONAL BANK | 36 | 20 | 0.00% | 0.01% | 0.03% | Q1 2009 | Q3 2023 | 61 |
JANE STREET GROUP, LLC | 21 | 5 | 0.00% | 0.01% | 0.10% | Q1 2014 | Q2 2023 | 58 |
WOLVERINE TRADING, LLC | 14 | 3 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 53 |
Citadel Advisors | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 51 |
RiverFront Investment Group, LLC | 49 | 49 | 0.10% | 0.47% | 1.62% | Q4 2008 | Q4 2020 | 49 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 48 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 47 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.60% | 0.97% | Q2 2013 | Q3 2023 | 45 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 2 | 0.09% | 0.25% | 0.45% | Q2 2010 | Q3 2023 | 44 |
Boltwood Capital Management | 43 | 43 | 0.12% | 0.33% | 0.46% | Q2 2013 | Q4 2023 | 43 |
CULBERTSON A N & CO INC | 42 | 42 | 0.62% | 0.96% | 1.45% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.03% | 0.14% | 0.27% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.03% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.02% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
North Star Investment Management Corp. | 42 | 42 | 0.05% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 0.35% | 0.48% | 0.65% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.04% | 0.23% | 0.58% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.07% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Smith, Salley & Associates | 42 | 42 | 0.22% | 0.47% | 1.54% | Q2 2013 | Q3 2023 | 42 |
Baker Ellis Asset Management LLC | 42 | 42 | 1.98% | 2.97% | 4.25% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.12% | 0.18% | 0.28% | Q2 2013 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.01% | 0.24% | 0.65% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 30 | 11 | 0.00% | 0.23% | 0.43% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 42 | 42 | 7.75% | 12.11% | 15.03% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.03% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.05% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.05% | 0.13% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Ledyard National Bank | 42 | 42 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 42 | 42 | 3.08% | 6.31% | 9.82% | Q2 2013 | Q3 2023 | 42 |
UBS Group AG | 36 | 36 | 0.00% | 0.20% | 0.27% | Q4 2014 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.03% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.01% | 0.11% | 0.44% | Q2 2013 | Q3 2023 | 42 |
Ramsay, Stattman, Vela & Price, Inc. | 42 | 42 | 0.25% | 0.37% | 0.48% | Q2 2013 | Q3 2023 | 42 |
SouthState Corp | 42 | 42 | 0.05% | 0.21% | 0.87% | Q2 2013 | Q3 2023 | 42 |
ROCKLAND TRUST CO | 42 | 42 | 0.04% | 0.22% | 2.42% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Annex Advisory Services, LLC | 42 | 42 | 2.74% | 7.78% | 12.41% | Q2 2013 | Q3 2023 | 42 |
KEYBANK NATIONAL ASSOCIATION/OH | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Madden Advisory Services, Inc. | 42 | 42 | 0.01% | 4.60% | 9.37% | Q2 2013 | Q3 2023 | 42 |
ST GERMAIN D J CO INC | 38 | 3 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q4 2023 | 41 |
DUBUQUE BANK & TRUST CO | 38 | 3 | 0.04% | 0.48% | 2.28% | Q2 2013 | Q3 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.05% | 0.64% | 2.13% | Q3 2013 | Q4 2023 | 41 |
Mariner, LLC | 29 | 12 | 0.02% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Chevy Chase Trust Holdings, LLC | 41 | 41 | 0.02% | 0.03% | 0.08% | Q3 2013 | Q3 2023 | 41 |
FMR LLC | 40 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
L. Roy Papp & Associates, LLP | 31 | 10 | 0.06% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.06% | 0.18% | 0.30% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Goelzer Investment Management, Inc. | 19 | 5 | 0.02% | 0.05% | 0.09% | Q1 2013 | Q3 2023 | 41 |
TRUST CO OF OKLAHOMA | 28 | 13 | 3.91% | 7.37% | 11.12% | Q2 2013 | Q3 2023 | 41 |
Triangle Securities Wealth Management | 31 | 10 | 2.22% | 3.60% | 4.40% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 1.07% | 2.03% | 4.45% | Q3 2013 | Q3 2023 | 41 |
LPL Financial LLC | 28 | 13 | 0.05% | 0.39% | 0.72% | Q2 2013 | Q3 2023 | 41 |
REGIONS FINANCIAL CORP | 41 | 41 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 41 |
WBH ADVISORY INC | 38 | 3 | 0.85% | 6.66% | 8.37% | Q2 2013 | Q3 2023 | 41 |
JNBA Financial Advisors | 20 | 7 | 0.16% | 0.27% | 0.43% | Q2 2013 | Q3 2023 | 40 |
Carnegie Capital Asset Management, LLC | 40 | 40 | 0.03% | 0.06% | 0.12% | Q4 2013 | Q3 2023 | 40 |
BARCLAYS PLC | 30 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Cetera Advisors LLC | 29 | 2 | 0.02% | 0.11% | 0.55% | Q2 2013 | Q3 2023 | 40 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 3 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 40 |
CHATHAM CAPITAL GROUP, INC. | 36 | 4 | 0.18% | 1.56% | 2.24% | Q2 2013 | Q3 2023 | 40 |
BAILARD, INC. | 31 | 9 | 0.91% | 1.36% | 1.84% | Q3 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Beacon Capital Management, Inc. | 40 | 40 | 0.01% | 5.84% | 9.72% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.05% | 0.17% | 0.26% | Q4 2013 | Q3 2023 | 40 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 12 | 0.00% | 0.05% | 0.18% | Q3 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.03% | 0.27% | 1.32% | Q3 2013 | Q3 2023 | 40 |
Hudock, Inc. | 38 | 2 | 0.00% | 0.07% | 0.21% | Q3 2013 | Q3 2023 | 40 |
Archford Capital Strategies, LLC | 39 | 39 | 0.44% | 2.85% | 4.52% | Q1 2014 | Q3 2023 | 39 |
Cetera Advisor Networks LLC | 21 | 18 | 0.14% | 0.30% | 0.44% | Q4 2013 | Q3 2023 | 39 |
Autus Asset Management, LLC | 39 | 39 | 0.09% | 0.22% | 0.43% | Q2 2013 | Q4 2022 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.07% | 0.13% | 0.21% | Q1 2014 | Q3 2023 | 39 |
LOWE BROCKENBROUGH & CO INC | 29 | 10 | 0.12% | 0.57% | 0.91% | Q2 2013 | Q3 2023 | 39 |
M&T BANK CORP | 21 | 3 | 0.00% | 0.38% | 0.60% | Q2 2013 | Q3 2023 | 39 |
Brinker Capital Investments, LLC | 39 | 39 | 0.01% | 0.86% | 1.84% | Q2 2013 | Q4 2022 | 39 |
KCM INVESTMENT ADVISORS LLC | 39 | 39 | 0.04% | 0.61% | 1.66% | Q1 2014 | Q3 2023 | 39 |
JPMORGAN CHASE & CO | 38 | 1 | 0.00% | 0.11% | 0.28% | Q4 2013 | Q3 2023 | 39 |
FIRST MERCHANTS CORP | 38 | 38 | 0.18% | 1.35% | 2.64% | Q2 2014 | Q3 2023 | 38 |
PITTENGER & ANDERSON INC | 38 | 38 | 0.00% | 0.04% | 0.10% | Q2 2014 | Q3 2023 | 38 |
ASPIRIANT, LLC | 31 | 7 | 0.04% | 0.30% | 0.53% | Q1 2014 | Q3 2023 | 38 |
BTR CAPITAL MANAGEMENT INC | 38 | 38 | 0.42% | 0.55% | 0.79% | Q2 2013 | Q3 2022 | 38 |
BURNEY CO/ | 27 | 2 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 38 |
Spears Abacus Advisors LLC | 38 | 38 | 0.02% | 0.09% | 0.22% | Q2 2014 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.38% | 0.55% | 0.81% | Q2 2013 | Q3 2022 | 38 |
TRUST CO OF VERMONT | 30 | 8 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 38 |
OLD NATIONAL BANCORP /IN/ | 38 | 38 | 0.08% | 0.16% | 0.45% | Q2 2014 | Q3 2023 | 38 |
Bouchey Financial Group Ltd | 38 | 38 | 0.15% | 1.09% | 3.58% | Q2 2014 | Q3 2023 | 38 |
Hartford Financial Management Inc. | 34 | 4 | 0.03% | 0.63% | 1.30% | Q1 2014 | Q3 2023 | 38 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.56% | 2.10% | 3.46% | Q2 2013 | Q2 2022 | 37 |
SCOTIA CAPITAL INC. | 37 | 37 | 0.01% | 0.05% | 0.09% | Q3 2014 | Q3 2023 | 37 |
MUFG Americas Holdings Corp | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2022 | 37 |
Kistler-Tiffany Companies, LLC | 37 | 37 | 0.01% | 0.16% | 0.40% | Q2 2014 | Q2 2023 | 37 |
Dorsey & Whitney Trust CO LLC | 25 | 5 | 0.05% | 0.38% | 0.93% | Q4 2013 | Q3 2023 | 37 |
FIRST FINANCIAL CORP /IN/ | 37 | 37 | 0.01% | 3.07% | 5.49% | Q3 2014 | Q3 2023 | 37 |
Sigma Planning Corp | 36 | 36 | 0.05% | 0.21% | 0.83% | Q4 2014 | Q3 2023 | 36 |
BLAIR WILLIAM & CO/IL | 31 | 5 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 36 |
Brookstone Capital Management | 36 | 36 | 0.02% | 0.22% | 0.76% | Q4 2014 | Q3 2023 | 36 |
CREDIT SUISSE AG/ | 24 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
FINANCIAL COUNSELORS INC | 28 | 8 | 0.03% | 0.06% | 0.28% | Q3 2014 | Q3 2023 | 36 |
Landmark Financial Advisors, LLC | 36 | 36 | 0.89% | 2.85% | 8.64% | Q4 2014 | Q3 2023 | 36 |
Affiance Financial, LLC | 36 | 36 | 0.33% | 0.58% | 0.88% | Q4 2014 | Q3 2023 | 36 |
Bray Capital Advisors | 36 | 36 | 0.13% | 0.43% | 0.66% | Q4 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.05% | 0.15% | 0.35% | Q4 2014 | Q3 2023 | 36 |
MAI Capital Management | 36 | 36 | 0.01% | 0.13% | 0.32% | Q4 2014 | Q3 2023 | 36 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 36 | 36 | 0.15% | 1.80% | 2.53% | Q2 2013 | Q1 2022 | 36 |
HOLLENCREST CAPITAL MANAGEMENT | 16 | 4 | 0.03% | 0.12% | 0.30% | Q4 2013 | Q3 2023 | 35 |
Covington Capital Management | 35 | 35 | 0.12% | 0.35% | 0.53% | Q1 2014 | Q3 2022 | 35 |
FIRST MANHATTAN CO. LLC. | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.04% | 0.23% | 0.40% | Q2 2013 | Q3 2023 | 35 |
VANGUARD GROUP INC | 32 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 35 |
KWMG, LLC | 19 | 16 | 0.06% | 0.78% | 1.40% | Q4 2014 | Q3 2023 | 35 |
FCA CORP /TX | 35 | 35 | 1.16% | 2.94% | 4.54% | Q1 2015 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.09% | 0.21% | Q2 2013 | Q4 2021 | 35 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 35 | 35 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q3 2023 | 35 |
Plante Moran Financial Advisors, LLC | 32 | 2 | 0.01% | 0.11% | 0.38% | Q2 2014 | Q3 2023 | 34 |
BRADLEY FOSTER & SARGENT INC/CT | 21 | 13 | 0.02% | 0.08% | 0.15% | Q1 2015 | Q3 2023 | 34 |
Advisory Services Network, LLC | 27 | 3 | 0.00% | 0.21% | 0.42% | Q4 2014 | Q3 2023 | 34 |
People's United Financial, Inc. | 18 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 34 |
BINGHAM OSBORN & SCARBOROUGH LLC | 34 | 34 | 5.26% | 5.94% | 6.42% | Q2 2013 | Q3 2021 | 34 |
Atria Investments, Inc | 19 | 6 | 0.02% | 0.13% | 0.56% | Q3 2013 | Q3 2023 | 34 |
Quantitative Advantage, LLC | 27 | 1 | 0.95% | 2.48% | 3.91% | Q3 2013 | Q2 2022 | 34 |
CAPTRUST FINANCIAL ADVISORS | 27 | 1 | 0.00% | 0.09% | 0.20% | Q2 2014 | Q3 2023 | 34 |
Alexandria Capital, LLC | 34 | 34 | 0.41% | 0.80% | 2.20% | Q2 2013 | Q3 2021 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.04% | 0.10% | Q2 2015 | Q3 2023 | 34 |
Relative Value Partners Group, LLC | 34 | 34 | 0.69% | 1.36% | 2.06% | Q2 2015 | Q3 2023 | 34 |
RAYMOND JAMES TRUST N.A. | 33 | 33 | 0.02% | 0.07% | 0.13% | Q3 2015 | Q3 2023 | 33 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 19 | 14 | 0.43% | 1.10% | 2.24% | Q2 2015 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q1 2022 | 33 |
AMI INVESTMENT MANAGEMENT INC | 33 | 33 | 2.89% | 5.47% | 9.95% | Q3 2015 | Q3 2023 | 33 |
Evercore Wealth Management, LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 33 |
SYNOVUS FINANCIAL CORP | 23 | 10 | 0.00% | 0.03% | 0.07% | Q1 2015 | Q3 2023 | 33 |
CONDOR CAPITAL MANAGEMENT | 27 | 6 | 0.07% | 0.16% | 0.45% | Q2 2013 | Q3 2021 | 33 |
WATERS PARKERSON & CO., LLC | 32 | 32 | 0.03% | 0.04% | 0.09% | Q4 2015 | Q3 2023 | 32 |
JFS WEALTH ADVISORS, LLC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
Migdal Insurance & Financial Holdings Ltd. | 32 | 32 | 0.00% | 3.98% | 8.99% | Q4 2015 | Q3 2023 | 32 |
Bristlecone Advisors, LLC | 32 | 32 | 0.12% | 0.46% | 0.66% | Q4 2015 | Q3 2023 | 32 |
FRG Family Wealth Advisors LLC | 32 | 32 | 0.11% | 0.36% | 0.72% | Q4 2015 | Q3 2023 | 32 |
Raab & Moskowitz Asset Management LLC | 32 | 32 | 0.18% | 1.09% | 1.82% | Q4 2015 | Q3 2023 | 32 |
VALLEY NATIONAL ADVISERS INC | 32 | 32 | 0.01% | 0.24% | 0.47% | Q4 2015 | Q3 2023 | 32 |
Allworth Financial LP | 32 | 32 | 0.00% | 0.09% | 0.94% | Q4 2015 | Q3 2023 | 32 |
Sabal Trust CO | 32 | 32 | 0.22% | 0.34% | 0.43% | Q4 2015 | Q3 2023 | 32 |
Haverford Trust Co | 32 | 32 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q3 2023 | 32 |
Oliver Luxxe Assets LLC | 32 | 32 | 0.39% | 1.58% | 2.10% | Q4 2015 | Q3 2023 | 32 |
Proficio Capital Partners LLC | 32 | 32 | 0.35% | 1.14% | 2.07% | Q4 2015 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.05% | 0.14% | Q1 2016 | Q3 2023 | 31 |
PARSONS CAPITAL MANAGEMENT INC/RI | 30 | 1 | 0.02% | 0.10% | 0.13% | Q1 2015 | Q3 2023 | 31 |
Harel Insurance Investments & Financial Services Ltd. | 23 | 8 | 0.01% | 3.95% | 11.57% | Q4 2015 | Q3 2023 | 31 |
Community Bank, N.A. | 26 | 5 | 0.00% | 0.16% | 0.34% | Q4 2015 | Q3 2023 | 31 |
Karp Capital Management Corp | 30 | 1 | 0.01% | 0.77% | 3.92% | Q4 2014 | Q3 2022 | 31 |
1834 INVESTMENT ADVISORS CO | 29 | 2 | 0.04% | 0.05% | 0.08% | Q3 2015 | Q3 2023 | 31 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.04% | 0.10% | 0.24% | Q4 2015 | Q3 2023 | 31 |
Roble, Belko & Company, Inc | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
CWM, LLC | 22 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 31 |
Berkeley Capital Partners, LLC | 27 | 4 | 0.16% | 2.45% | 6.32% | Q4 2015 | Q3 2023 | 31 |
Jacobi Capital Management LLC | 30 | 30 | 0.06% | 0.17% | 0.24% | Q2 2016 | Q3 2023 | 30 |
PEAPACK GLADSTONE FINANCIAL CORP | 14 | 1 | 0.01% | 0.15% | 0.62% | Q2 2013 | Q3 2023 | 30 |
NEXT Financial Group, Inc | 30 | 30 | 0.12% | 0.49% | 0.91% | Q3 2014 | Q4 2021 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.05% | 0.16% | 0.27% | Q2 2013 | Q3 2020 | 30 |
Institute for Wealth Management, LLC. | 20 | 1 | 0.09% | 0.24% | 0.44% | Q4 2013 | Q3 2023 | 30 |
Anchor Investment Management, LLC | 30 | 30 | 0.03% | 0.86% | 1.53% | Q3 2016 | Q4 2023 | 30 |
Forest Hill Capital, LLC | 30 | 30 | 0.02% | 0.08% | 0.18% | Q2 2013 | Q3 2020 | 30 |
HOLDERNESS INVESTMENTS CO | 14 | 2 | 0.09% | 0.23% | 0.86% | Q4 2014 | Q3 2023 | 30 |
BANQUE PICTET & CIE SA | 20 | 2 | 0.00% | 0.08% | 0.51% | Q4 2013 | Q3 2023 | 30 |
Moors & Cabot, Inc. | 17 | 3 | 0.03% | 0.05% | 0.08% | Q2 2015 | Q3 2023 | 30 |
Stearns Financial Services Group | 30 | 30 | 1.99% | 4.40% | 5.49% | Q2 2013 | Q3 2020 | 30 |
CIBC WORLD MARKET INC. | 29 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 30 |
Perigon Wealth Management, LLC | 21 | 1 | 0.00% | 0.11% | 0.25% | Q3 2011 | Q3 2023 | 30 |
Essex Financial Services, Inc. | 16 | 14 | 0.07% | 0.17% | 0.44% | Q3 2015 | Q3 2023 | 30 |
PRIO WEALTH LIMITED PARTNERSHIP | 27 | 2 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q4 2020 | 29 |
Karpus Management, Inc. | 15 | 14 | 0.04% | 0.77% | 1.16% | Q1 2014 | Q3 2023 | 29 |
Callan Capital, LLC | 27 | 2 | 0.10% | 1.16% | 1.96% | Q3 2015 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 29 |
Financial Architects, Inc | 25 | 4 | 0.01% | 0.05% | 0.13% | Q1 2016 | Q2 2023 | 29 |
HOWE & RUSLING INC | 26 | 3 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 29 |
Chicago Partners Investment Group LLC | 14 | 5 | 0.01% | 0.07% | 0.38% | Q4 2014 | Q3 2023 | 29 |
Psagot Value Holdings Ltd. | 29 | 29 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q2 2021 | 29 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.13% | 0.71% | Q2 2013 | Q2 2023 | 29 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.12% | 0.23% | 0.33% | Q4 2016 | Q3 2023 | 28 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.05% | 0.14% | 0.18% | Q3 2016 | Q3 2023 | 28 |
CULLEN/FROST BANKERS, INC. | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Cetera Investment Advisers | 28 | 28 | 0.05% | 0.12% | 0.25% | Q4 2016 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.04% | 0.25% | 0.69% | Q4 2016 | Q3 2023 | 28 |
E&G Advisors, LP | 28 | 28 | 0.65% | 1.09% | 1.69% | Q4 2016 | Q3 2023 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Fisher Asset Management, LLC | 23 | 1 | 0.00% | 0.03% | 0.22% | Q3 2015 | Q3 2023 | 28 |
LINCOLN NATIONAL CORP | 28 | 28 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Ancora Advisors LLC | 28 | 28 | 0.01% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.08% | 0.23% | 0.38% | Q4 2016 | Q3 2023 | 28 |
Laurel Wealth Advisors, Inc. | 26 | 2 | 0.10% | 0.17% | 0.24% | Q4 2015 | Q4 2022 | 28 |
MASSMUTUAL TRUST CO FSB/ADV | 26 | 1 | 0.00% | 0.49% | 0.79% | Q3 2014 | Q4 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.20% | 0.35% | 1.44% | Q4 2016 | Q3 2023 | 28 |
Riverpoint Wealth Management Holdings, LLC | 28 | 28 | 0.18% | 0.22% | 0.31% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.02% | 0.22% | 0.36% | Q4 2016 | Q3 2023 | 28 |
TCI Wealth Advisors, Inc. | 28 | 28 | 0.02% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Greytown Advisors Inc. | 28 | 28 | 1.62% | 2.19% | 2.64% | Q4 2016 | Q3 2023 | 28 |
CHOREO, LLC | 14 | 1 | 0.01% | 0.27% | 0.87% | Q1 2016 | Q3 2023 | 28 |
Armor Investment Advisors, LLC | 28 | 28 | 0.09% | 0.12% | 0.15% | Q4 2016 | Q3 2023 | 28 |
FRANKLIN RESOURCES INC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 28 |
HEADINVEST, LLC | 28 | 28 | 0.08% | 0.12% | 0.18% | Q4 2016 | Q3 2023 | 28 |
Exchange Capital Management, Inc. | 28 | 28 | 0.02% | 1.65% | 2.72% | Q4 2016 | Q3 2023 | 28 |
Joel Isaacson & Co., LLC | 22 | 6 | 0.00% | 0.11% | 0.25% | Q3 2015 | Q3 2023 | 28 |
Good Life Advisors, LLC | 27 | 27 | 0.14% | 0.29% | 0.50% | Q1 2017 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.08% | 0.19% | 0.39% | Q4 2016 | Q3 2023 | 27 |
Simmons Bank | 27 | 27 | 0.13% | 0.20% | 0.31% | Q1 2017 | Q3 2023 | 27 |
SONATA CAPITAL GROUP INC | 27 | 27 | 0.19% | 0.28% | 0.40% | Q1 2017 | Q3 2023 | 27 |
Patriot Financial Group Insurance Agency, LLC | 23 | 4 | 0.03% | 0.08% | 0.16% | Q4 2016 | Q3 2023 | 27 |
FineMark National Bank & Trust | 18 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 27 |
Thomasville National Bank | 27 | 27 | 0.19% | 0.24% | 0.33% | Q1 2017 | Q3 2023 | 27 |
Strategic Advisors LLC | 24 | 3 | 0.04% | 0.15% | 0.24% | Q4 2016 | Q3 2023 | 27 |
Veritable, L.P. | 25 | 1 | 0.00% | 0.04% | 0.20% | Q1 2013 | Q2 2023 | 27 |
REILLY FINANCIAL ADVISORS, LLC | 27 | 27 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q4 2021 | 27 |
PEOPLES BANK /OH | 27 | 27 | 0.21% | 0.64% | 1.16% | Q1 2017 | Q3 2023 | 27 |
Avior Wealth Management, LLC | 15 | 12 | 0.00% | 0.03% | 0.20% | Q4 2015 | Q3 2023 | 27 |
GREENLEAF TRUST | 27 | 27 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 27 |
PROFFITT & GOODSON INC | 27 | 27 | 0.23% | 0.66% | 1.56% | Q1 2017 | Q3 2023 | 27 |
Jackson, Grant Investment Advisers, Inc. | 18 | 2 | 0.04% | 0.14% | 0.29% | Q4 2015 | Q3 2023 | 27 |
Choate Investment Advisors | 27 | 27 | 0.01% | 0.04% | 0.09% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.08% | 0.21% | 0.40% | Q2 2013 | Q4 2019 | 27 |
LEVEL FOUR ADVISORY SERVICES, LLC | 19 | 8 | 0.02% | 0.06% | 0.10% | Q4 2016 | Q3 2023 | 27 |
D'Orazio & Associates, Inc. | 26 | 26 | 0.00% | 0.30% | 0.66% | Q2 2017 | Q3 2023 | 26 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 26 | 26 | 0.17% | 0.51% | 1.66% | Q2 2017 | Q3 2023 | 26 |
PATTEN & PATTEN INC/TN | 26 | 26 | 0.05% | 0.11% | 0.17% | Q2 2017 | Q3 2023 | 26 |
COMERICA BANK | 22 | 1 | 0.01% | 0.04% | 0.11% | Q3 2013 | Q3 2023 | 26 |
AXA S.A. | 26 | 26 | 0.22% | 0.26% | 0.31% | Q2 2013 | Q3 2019 | 26 |
Caprock Group, LLC | 26 | 26 | 0.04% | 0.11% | 0.28% | Q2 2017 | Q3 2023 | 26 |
HSBC HOLDINGS PLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2022 | 26 |
Arete Wealth Advisors, LLC | 13 | 4 | 0.02% | 0.10% | 0.20% | Q4 2016 | Q3 2023 | 26 |
MADISON INVESTMENT HOLDINGS INC | 26 | 26 | 0.43% | 0.93% | 1.62% | Q2 2013 | Q3 2019 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.09% | 0.15% | 0.24% | Q2 2017 | Q3 2023 | 26 |
Ausdal Financial Partners, Inc. | 14 | 1 | 0.09% | 0.30% | 0.60% | Q4 2015 | Q3 2023 | 26 |
Cornerstone Advisory, LLC | 26 | 26 | 0.98% | 1.74% | 2.55% | Q2 2017 | Q3 2023 | 26 |
FAS Wealth Partners, Inc. | 26 | 26 | 0.03% | 0.06% | 0.13% | Q2 2017 | Q3 2023 | 26 |
MOTCO | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2022 | 26 |
First Horizon Advisors, Inc. | 21 | 1 | 0.00% | 0.03% | 0.11% | Q3 2015 | Q3 2023 | 26 |
SG Americas Securities, LLC | 9 | 1 | 0.00% | 0.01% | 0.09% | Q1 2014 | Q3 2023 | 26 |
NAPLES GLOBAL ADVISORS, LLC | 26 | 26 | 0.11% | 0.42% | 0.69% | Q2 2017 | Q3 2023 | 26 |
Clearwater Capital Advisors, LLC | 14 | 12 | 0.04% | 0.06% | 0.08% | Q1 2017 | Q3 2023 | 26 |
Ballentine Partners, LLC | 22 | 1 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2019 | 26 |
First Personal Financial Services | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 26 |
BROWN BROTHERS HARRIMAN & CO | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 26 |
Valmark Advisers, Inc. | 19 | 1 | 0.01% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 25 |
BANK OF NOVA SCOTIA | 15 | 2 | 0.00% | 0.23% | 0.95% | Q1 2016 | Q2 2023 | 25 |
HM PAYSON & CO | 18 | 7 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 25 |
FARMERS & MERCHANTS INVESTMENTS INC | 15 | 10 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 25 |
EVERGREEN CAPITAL MANAGEMENT LLC | 25 | 25 | 0.25% | 0.31% | 0.40% | Q3 2017 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.03% | 0.06% | 0.12% | Q3 2017 | Q3 2023 | 25 |
NewEdge Advisors, LLC | 19 | 6 | 0.01% | 0.09% | 0.49% | Q2 2017 | Q3 2023 | 25 |
COURIER CAPITAL LLC | 25 | 25 | 0.04% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.09% | 0.14% | 0.19% | Q4 2016 | Q4 2022 | 25 |
Clark Capital Management Group, Inc. | 9 | 1 | 0.00% | 0.26% | 0.62% | Q1 2015 | Q3 2023 | 25 |
Royal Fund Management, LLC | 25 | 25 | 0.00% | 0.76% | 2.20% | Q3 2017 | Q3 2023 | 25 |
Manchester Capital Management LLC | 19 | 6 | 0.01% | 0.43% | 1.19% | Q4 2014 | Q3 2023 | 25 |
MPS Loria Financial Planners, LLC | 24 | 1 | 0.12% | 0.18% | 0.23% | Q2 2017 | Q3 2023 | 25 |
CIBC Private Wealth Group, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.04% | 0.09% | 0.14% | Q2 2017 | Q2 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.01% | 0.13% | 0.38% | Q4 2016 | Q3 2023 | 25 |
RMB Capital Management, LLC | 24 | 24 | 0.08% | 0.27% | 0.38% | Q4 2017 | Q3 2023 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.43% | 0.55% | 0.68% | Q4 2017 | Q3 2023 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 0.17% | 0.22% | 0.33% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.03% | 0.18% | 0.32% | Q4 2017 | Q3 2023 | 24 |
Addison Capital Co | 24 | 24 | 0.18% | 0.29% | 0.84% | Q2 2014 | Q1 2020 | 24 |
Tower View Wealth Management LLC | 24 | 24 | 0.11% | 0.56% | 1.06% | Q4 2017 | Q3 2023 | 24 |
Maryland Capital Management | 24 | 24 | 0.06% | 0.11% | 0.17% | Q4 2016 | Q3 2022 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.11% | 0.16% | 0.20% | Q4 2017 | Q3 2023 | 24 |
QUADRANT CAPITAL GROUP LLC | 13 | 11 | 0.00% | 0.16% | 0.60% | Q1 2017 | Q3 2023 | 24 |
Merit Financial Group, LLC | 24 | 24 | 0.04% | 0.12% | 0.30% | Q4 2017 | Q3 2023 | 24 |
Portfolio Strategies, Inc. | 24 | 24 | 3.98% | 7.03% | 12.97% | Q4 2017 | Q3 2023 | 24 |
Neuberger Berman Group LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 24 |
Waldron Private Wealth LLC | 22 | 2 | 0.04% | 0.14% | 0.22% | Q4 2015 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
SIMON QUICK ADVISORS, LLC | 24 | 24 | 0.00% | 0.08% | 0.26% | Q4 2017 | Q3 2023 | 24 |
COMMERCE BANK | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.12% | 0.16% | 0.20% | Q4 2017 | Q3 2023 | 24 |
Advisors Capital Management, LLC | 24 | 24 | 0.02% | 0.10% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Ahrens Investment Partners LLC | 23 | 1 | 0.08% | 0.24% | 0.40% | Q4 2016 | Q1 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
CYPRESS CAPITAL MANAGEMENT LLC | 24 | 24 | 0.46% | 1.14% | 1.36% | Q4 2016 | Q3 2022 | 24 |
Simplicity Solutions, LLC | 22 | 1 | 0.01% | 0.16% | 0.79% | Q4 2015 | Q3 2023 | 24 |
Advisory Alpha, LLC | 10 | 2 | 0.00% | 0.24% | 0.81% | Q2 2015 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.07% | 0.16% | 1.14% | Q4 2017 | Q3 2023 | 24 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 24 | 24 | 0.17% | 0.35% | 0.52% | Q3 2016 | Q2 2022 | 24 |
Csenge Advisory Group | 19 | 5 | 0.01% | 0.21% | 0.46% | Q3 2017 | Q3 2023 | 24 |
TIEDEMANN ADVISORS, LLC | 24 | 24 | 0.03% | 0.10% | 0.22% | Q4 2017 | Q3 2023 | 24 |
VESTOR CAPITAL, LLC | 13 | 11 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 24 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 24 | 24 | 0.27% | 0.40% | 0.50% | Q4 2017 | Q3 2023 | 24 |
OneDigital Investment Advisors LLC | 15 | 4 | 0.00% | 0.05% | 0.12% | Q2 2017 | Q3 2023 | 24 |
SCS Capital Management LLC | 16 | 3 | 0.02% | 0.36% | 0.83% | Q3 2016 | Q3 2023 | 24 |
Ballast, Inc. | 24 | 24 | 0.66% | 2.40% | 3.81% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.04% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Personal Capital Advisors Corp | 24 | 24 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2022 | 24 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 24 | 24 | 0.02% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 24 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 24 | 24 | 0.05% | 0.18% | 0.27% | Q2 2015 | Q1 2021 | 24 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 2.17% | 2.62% | 3.22% | Q4 2017 | Q3 2023 | 24 |
WMS Partners, LLC | 17 | 7 | 0.02% | 0.19% | 0.36% | Q3 2017 | Q3 2023 | 24 |
Carmichael Hill & Associates, Inc. | 24 | 24 | 1.70% | 2.33% | 2.68% | Q4 2017 | Q3 2023 | 24 |
Busey Bank | 24 | 24 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Krilogy Financial LLC | 15 | 1 | 0.02% | 0.09% | 0.27% | Q2 2016 | Q1 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.10% | 0.16% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Sunbelt Securities, Inc. | 24 | 24 | 0.04% | 0.19% | 0.27% | Q4 2017 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 1.45% | 3.12% | 4.31% | Q4 2017 | Q3 2023 | 24 |
Allied Investment Advisors, LLC | 24 | 24 | 0.24% | 0.62% | 5.39% | Q4 2017 | Q3 2023 | 24 |
Doyle Wealth Management | 23 | 23 | 0.07% | 0.11% | 0.14% | Q1 2017 | Q3 2022 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.02% | 0.13% | Q1 2018 | Q3 2023 | 23 |
First Heartland Consultants, Inc. | 22 | 1 | 0.01% | 0.15% | 0.27% | Q2 2013 | Q2 2022 | 23 |
Global Trust Asset Management, LLC | 23 | 23 | 0.00% | 0.03% | 0.39% | Q1 2018 | Q3 2023 | 23 |
Peak Financial Management, Inc. | 13 | 1 | 0.09% | 1.80% | 9.09% | Q4 2015 | Q4 2021 | 23 |
Belpointe Asset Management LLC | 18 | 5 | 0.03% | 0.09% | 0.34% | Q4 2017 | Q3 2023 | 23 |
Mascoma Wealth Management LLC | 12 | 11 | 0.07% | 0.10% | 0.22% | Q4 2016 | Q3 2023 | 23 |
SUNTRUST BANKS INC | 23 | 23 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q3 2019 | 23 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Bigelow Investment Advisors, LLC | 19 | 4 | 0.17% | 0.84% | 1.67% | Q4 2017 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.58% | 1.18% | 1.86% | Q1 2018 | Q3 2023 | 23 |
Glassman Wealth Services | 22 | 1 | 0.03% | 0.52% | 1.04% | Q3 2016 | Q3 2023 | 23 |
EP Wealth Advisors, LLC | 13 | 4 | 0.02% | 0.05% | 0.07% | Q3 2017 | Q3 2023 | 23 |
FDx Advisors, Inc. | 13 | 1 | 0.01% | 0.02% | 0.08% | Q3 2016 | Q3 2023 | 23 |
PRUDENTIAL FINANCIAL INC | 21 | 2 | 0.00% | 0.05% | 0.65% | Q1 2015 | Q3 2023 | 23 |
Parallax Volatility Advisers, L.P. | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2022 | 23 |
COLONY GROUP LLC | 20 | 1 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.09% | 0.22% | 0.64% | Q4 2017 | Q3 2023 | 23 |
Gradient Investments LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 23 |
Wealthcare Advisory Partners LLC | 12 | 3 | 0.01% | 0.04% | 0.15% | Q3 2017 | Q3 2023 | 23 |
Parallel Advisors, LLC | 22 | 1 | 0.00% | 0.09% | 0.24% | Q2 2017 | Q3 2023 | 23 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 23 | 23 | 0.66% | 1.51% | 3.24% | Q2 2013 | Q4 2018 | 23 |
BlackRock Inc. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 22 |
Parsec Financial Management, Inc. | 22 | 22 | 0.07% | 0.13% | 0.16% | Q4 2017 | Q1 2023 | 22 |
Shepherd Financial Partners LLC | 22 | 22 | 0.05% | 0.10% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Pathway Financial Advisors LLC | 14 | 8 | 0.28% | 0.46% | 0.71% | Q4 2017 | Q3 2023 | 22 |
RAND WEALTH, LLC | 22 | 22 | 2.31% | 2.63% | 3.35% | Q2 2013 | Q3 2018 | 22 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 17 | 5 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 22 |
Ayalon Insurance Comp Ltd. | 22 | 22 | 0.25% | 0.76% | 1.27% | Q2 2018 | Q3 2023 | 22 |
Dynamic Advisor Solutions LLC | 22 | 22 | 0.05% | 0.08% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Bedel Financial Consulting, Inc. | 22 | 22 | 0.06% | 0.11% | 0.15% | Q1 2018 | Q2 2023 | 22 |
Stonehage Fleming Financial Services Holdings Ltd | 22 | 22 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q1 2020 | 22 |
Snowden Capital Advisors LLC | 12 | 2 | 0.04% | 0.28% | 0.37% | Q2 2017 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
DUNCKER STREETT & CO INC | 17 | 5 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2020 | 22 |
RWA WEALTH PARTNERS, LLC | 20 | 2 | 0.01% | 0.08% | 0.29% | Q1 2018 | Q3 2023 | 22 |
TRUE Private Wealth Advisors | 22 | 22 | 0.16% | 0.74% | 1.63% | Q2 2018 | Q3 2023 | 22 |
Main Management LLC | 22 | 22 | 0.03% | 0.16% | 0.28% | Q2 2018 | Q3 2023 | 22 |
SYM FINANCIAL Corp | 22 | 22 | 0.05% | 0.14% | 0.22% | Q2 2018 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.20% | 2.24% | 3.26% | Q4 2017 | Q3 2023 | 22 |
CX Institutional | 22 | 22 | 0.00% | 0.12% | 0.26% | Q2 2018 | Q3 2023 | 22 |
WEDBUSH SECURITIES INC | 22 | 22 | 0.04% | 0.14% | 0.29% | Q2 2018 | Q3 2023 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.23% | 0.39% | 0.87% | Q2 2018 | Q3 2023 | 22 |
B. Riley Wealth Management, Inc. | 14 | 1 | 0.00% | 0.05% | 0.13% | Q1 2014 | Q2 2022 | 21 |
Aevitas Wealth Management, Inc. | 21 | 21 | 0.44% | 1.14% | 1.83% | Q4 2017 | Q4 2022 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
River Wealth Advisors LLC | 18 | 3 | 0.06% | 0.14% | 0.20% | Q2 2018 | Q3 2023 | 21 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 15 | 6 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2020 | 21 |
WESBANCO BANK INC | 6 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 21 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 21 |
High Falls Advisors, Inc | 10 | 1 | 0.09% | 0.28% | 0.36% | Q4 2015 | Q4 2021 | 21 |
PINNACLE ASSOCIATES LTD | 21 | 21 | 0.01% | 0.06% | 0.48% | Q3 2018 | Q3 2023 | 21 |
Mengis Capital Management, Inc. | 19 | 2 | 0.07% | 0.09% | 0.12% | Q2 2018 | Q3 2023 | 21 |
SALEM INVESTMENT COUNSELORS INC | 18 | 3 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 21 |
Claret Asset Management Corp | 21 | 21 | 0.05% | 0.08% | 0.09% | Q3 2018 | Q3 2023 | 21 |
ATWOOD & PALMER INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
NOMURA ASSET MANAGEMENT CO LTD | 11 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 21 |
IndexIQ Advisors LLC | 15 | 1 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q1 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.12% | 0.17% | 0.26% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q3 2023 | 21 |
Bison Wealth, LLC | 20 | 1 | 0.10% | 0.24% | 0.39% | Q2 2015 | Q3 2023 | 21 |
SeaCrest Wealth Management, LLC | 15 | 6 | 0.02% | 0.13% | 0.29% | Q4 2017 | Q3 2023 | 21 |
Invst, LLC | 17 | 2 | 1.35% | 2.70% | 5.49% | Q2 2017 | Q3 2023 | 21 |
Keystone Financial Group | 17 | 2 | 0.15% | 0.17% | 0.21% | Q4 2017 | Q3 2023 | 21 |
First PREMIER Bank | 21 | 21 | 0.04% | 1.53% | 2.26% | Q3 2018 | Q3 2023 | 21 |
NEVILLE RODIE & SHAW INC | 21 | 21 | 0.23% | 0.35% | 0.46% | Q4 2018 | Q4 2023 | 21 |
INGALLS & SNYDER LLC | 19 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 21 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2022 | 21 |
Magnus Financial Group LLC | 20 | 20 | 0.05% | 0.26% | 0.45% | Q4 2018 | Q3 2023 | 20 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 16 | 1 | 0.08% | 0.55% | 0.78% | Q4 2017 | Q3 2023 | 20 |
One Day In July LLC | 20 | 20 | 0.11% | 0.21% | 0.34% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.03% | 0.09% | 0.19% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 5.25% | 7.05% | 12.93% | Q3 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.12% | 0.26% | Q4 2017 | Q3 2022 | 20 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 20 | 20 | 0.04% | 0.09% | 0.19% | Q4 2018 | Q3 2023 | 20 |
BNP PARIBAS FINANCIAL MARKETS | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Wealth Management Advisory Group, LLC | 17 | 3 | 0.04% | 0.11% | 0.25% | Q3 2018 | Q3 2023 | 20 |
MONTAG & CALDWELL, LLC | 18 | 1 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q3 2020 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.18% | 0.81% | 2.32% | Q4 2018 | Q3 2023 | 20 |
SEGALL BRYANT & HAMILL, LLC | 14 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 20 |
Gilman Hill Asset Management, LLC | 19 | 1 | 0.05% | 0.08% | 0.12% | Q3 2018 | Q3 2023 | 20 |
Private Wealth Advisors, LLC | 20 | 20 | 0.29% | 0.59% | 1.20% | Q4 2018 | Q3 2023 | 20 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17 | 1 | 0.30% | 0.63% | 0.94% | Q2 2017 | Q3 2022 | 20 |
Security National Bank | 20 | 20 | 0.07% | 0.13% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Sepio Capital, LP | 20 | 20 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.02% | 0.08% | 0.14% | Q4 2015 | Q3 2020 | 20 |
CHEMUNG CANAL TRUST CO | 20 | 20 | 0.05% | 0.08% | 0.10% | Q1 2019 | Q4 2023 | 20 |
Voya Financial Advisors, Inc. | 19 | 1 | 0.03% | 0.08% | 0.18% | Q4 2015 | Q1 2021 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.01% | 0.03% | 0.09% | Q4 2018 | Q3 2023 | 20 |
BAHL & GAYNOR INC | 20 | 20 | 0.13% | 0.23% | 0.35% | Q2 2013 | Q1 2018 | 20 |
DAVENPORT & Co LLC | 19 | 1 | 0.00% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 20 |
BRYN MAWR TRUST Co | 19 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 20 |
DAGCO, INC. | 20 | 20 | 0.99% | 1.53% | 6.05% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.13% | 0.37% | 0.48% | Q4 2018 | Q3 2023 | 20 |
Parkside Financial Bank & Trust | 14 | 6 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.14% | 0.33% | 0.77% | Q4 2018 | Q3 2023 | 20 |
WELCH CAPITAL PARTNERS LLC/NY | 20 | 20 | 1.97% | 2.69% | 3.47% | Q4 2018 | Q3 2023 | 20 |
Hillcrest Wealth Advisors - NY, LLC | 20 | 20 | 0.33% | 0.93% | 1.57% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.07% | 0.11% | 0.13% | Q4 2018 | Q3 2023 | 20 |
VALLEY WEALTH MANAGERS, INC. | 20 | 20 | 0.08% | 0.16% | 0.24% | Q4 2018 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.02% | 0.10% | 0.21% | Q4 2018 | Q3 2023 | 20 |
Freestone Capital Holdings, LLC | 20 | 20 | 0.01% | 0.05% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.14% | 0.26% | 0.54% | Q4 2018 | Q3 2023 | 20 |
Lido Advisors, LLC | 20 | 20 | 0.03% | 0.29% | 0.64% | Q4 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.24% | 0.42% | 0.52% | Q4 2018 | Q3 2023 | 20 |
CRA Financial Services, LLC | 20 | 20 | 0.26% | 0.31% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.30% | 0.46% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 1.18% | 4.92% | 7.75% | Q4 2018 | Q3 2023 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 0.49% | 0.84% | 1.89% | Q4 2018 | Q3 2023 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.03% | 0.08% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.02% | 0.11% | 0.25% | Q4 2018 | Q3 2023 | 20 |
Full Sail Capital, LLC | 20 | 20 | 2.18% | 2.82% | 3.78% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.02% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.07% | 0.10% | 0.14% | Q4 2018 | Q3 2023 | 20 |
East Coast Asset Management, LLC. | 20 | 20 | 0.09% | 0.34% | 1.36% | Q4 2012 | Q3 2017 | 20 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.05% | 0.11% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.06% | 0.46% | 1.03% | Q1 2019 | Q3 2023 | 19 |
BerganKDV Wealth Management, LLC | 19 | 19 | 0.01% | 1.20% | 2.01% | Q4 2018 | Q2 2023 | 19 |
Graves Light Lenhart Wealth, Inc. | 16 | 3 | 0.06% | 0.09% | 0.13% | Q4 2018 | Q3 2023 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
PHYSICIANS FINANCIAL SERVICES, INC. | 19 | 19 | 0.14% | 0.17% | 0.20% | Q1 2019 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.01% | 0.03% | 0.09% | Q3 2018 | Q3 2023 | 19 |
Independence Bank of Kentucky | 19 | 19 | 0.02% | 0.07% | 0.13% | Q1 2019 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.12% | 0.19% | 0.32% | Q4 2018 | Q2 2023 | 19 |
Northeast Financial Consultants Inc | 19 | 19 | 0.04% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 19 |
MEITAV INVESTMENT HOUSE LTD | 11 | 1 | 0.01% | 0.07% | 0.14% | Q2 2018 | Q3 2023 | 19 |
Hanson & Doremus Investment Management | 17 | 2 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 19 |
ROPES WEALTH ADVISORS LLC | 9 | 1 | 0.01% | 0.05% | 0.07% | Q3 2016 | Q2 2023 | 19 |
Brouwer & Janachowski, LLC | 19 | 19 | 0.05% | 0.08% | 0.12% | Q1 2017 | Q3 2021 | 19 |
Waverly Advisors, LLC | 14 | 2 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q3 2023 | 19 |
PICTET ASSET MANAGEMENT LTD | 13 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2020 | 19 |
Rikoon Group, LLC | 19 | 19 | 0.19% | 0.40% | 0.49% | Q3 2016 | Q1 2021 | 19 |
Riverview Trust Co | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Ascension Asset Management LLC | 10 | 1 | 2.06% | 2.59% | 2.90% | Q4 2017 | Q2 2023 | 19 |
TOMPKINS FINANCIAL CORP | 8 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2023 | 19 |
Lenox Wealth Management, Inc. | 19 | 19 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2020 | 19 |
TSFG, LLC | 19 | 19 | 1.01% | 1.88% | 3.73% | Q1 2019 | Q3 2023 | 19 |
TRUIST FINANCIAL CORP | 17 | 1 | 0.00% | 0.07% | 0.12% | Q2 2015 | Q3 2023 | 19 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 0.96% | 1.33% | 1.87% | Q1 2019 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
GARRISON POINT ADVISORS, LLC | 19 | 19 | 0.24% | 0.32% | 0.41% | Q1 2019 | Q3 2023 | 19 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 19 |
Strategic Blueprint, LLC | 19 | 19 | 0.17% | 0.28% | 0.38% | Q1 2019 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.39% | 0.87% | 1.35% | Q4 2018 | Q3 2023 | 19 |
MARSHALL FINANCIAL GROUP INC /ADV | 19 | 19 | 0.13% | 0.18% | 0.21% | Q1 2019 | Q3 2023 | 19 |
Wolff Financial Management LLC | 10 | 9 | 0.76% | 1.34% | 2.77% | Q4 2018 | Q3 2023 | 19 |
Financial Insights, Inc. | 18 | 1 | 0.26% | 0.47% | 0.80% | Q4 2018 | Q3 2023 | 19 |
Summit Trail Advisors, LLC | 16 | 3 | 0.06% | 0.28% | 0.78% | Q2 2018 | Q3 2023 | 19 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.09% | 0.70% | 1.14% | Q4 2018 | Q3 2023 | 19 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Prospera Financial Services Inc | 15 | 2 | 0.01% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 19 |
Bogart Wealth, LLC | 16 | 2 | 0.00% | 0.02% | 0.14% | Q3 2018 | Q3 2023 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 4 | 0.02% | 0.35% | 0.54% | Q4 2016 | Q3 2023 | 18 |
JAMES INVESTMENT RESEARCH INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 18 |
WESTWOOD HOLDINGS GROUP INC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Hilltop Holdings Inc. | 18 | 18 | 0.04% | 0.09% | 0.16% | Q2 2019 | Q3 2023 | 18 |
BREWIN DOLPHIN LTD | 18 | 18 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2022 | 18 |
Douglass Winthrop Advisors, LLC | 18 | 18 | 0.02% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.03% | 0.08% | 0.11% | Q2 2013 | Q3 2017 | 18 |
Cutter & CO Brokerage, Inc. | 16 | 2 | 0.07% | 0.37% | 0.66% | Q2 2017 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.75% | 1.14% | 1.40% | Q2 2019 | Q3 2023 | 18 |
Crestwood Advisors Group, LLC | 17 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 18 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 7 | 0.17% | 0.21% | 0.25% | Q1 2019 | Q3 2023 | 18 |
Ellis Investment Partners, LLC | 18 | 18 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
TimeScale Financial, Inc. | 17 | 1 | 0.00% | 0.03% | 0.18% | Q4 2018 | Q2 2023 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.55% | 0.77% | 1.16% | Q2 2013 | Q3 2017 | 18 |
DFPG INVESTMENTS, LLC | 18 | 18 | 0.03% | 0.18% | 0.36% | Q2 2019 | Q3 2023 | 18 |
Fiera Capital Corp | 12 | 6 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.03% | 0.09% | 0.16% | Q4 2017 | Q1 2022 | 18 |
Gryphon Financial Partners LLC | 15 | 3 | 0.05% | 0.30% | 0.38% | Q4 2017 | Q3 2023 | 18 |
Cerity Partners LLC | 10 | 8 | 0.01% | 0.21% | 0.81% | Q1 2019 | Q3 2023 | 18 |
PFG Advisors | 18 | 18 | 0.08% | 0.15% | 0.23% | Q2 2019 | Q3 2023 | 18 |
WEALTHSOURCE PARTNERS, LLC | 18 | 18 | 0.02% | 0.07% | 0.30% | Q2 2019 | Q3 2023 | 18 |
Cable Hill Partners, LLC | 10 | 3 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 18 |
Heritage Wealth Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Venturi Wealth Management, LLC | 12 | 3 | 0.02% | 0.49% | 1.11% | Q1 2016 | Q3 2023 | 18 |
Garde Capital, Inc. | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Trinity Legacy Partners, LLC | 18 | 18 | 0.20% | 0.42% | 0.71% | Q2 2019 | Q3 2023 | 18 |
Evanson Asset Management, LLC | 18 | 18 | 0.09% | 0.11% | 0.15% | Q2 2019 | Q3 2023 | 18 |
StoneX Group Inc. | 17 | 17 | 0.11% | 0.21% | 0.36% | Q4 2017 | Q4 2021 | 17 |
Trilogy Capital Inc. | 14 | 3 | 0.00% | 0.33% | 1.77% | Q1 2018 | Q3 2023 | 17 |
Acropolis Investment Management, LLC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Endurance Wealth Management, Inc. | 14 | 3 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 17 |
Asset Dedication, LLC | 10 | 1 | 0.00% | 0.19% | 1.82% | Q4 2015 | Q3 2023 | 17 |
Fragasso Group Inc. | 14 | 1 | 0.03% | 0.05% | 0.19% | Q4 2018 | Q4 2023 | 17 |
BARINGS LLC | 11 | 1 | 0.01% | 0.31% | 1.10% | Q3 2018 | Q3 2023 | 17 |
BBR PARTNERS, LLC | 17 | 17 | 0.04% | 0.87% | 1.57% | Q3 2019 | Q3 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 17 |
Grove Bank & Trust | 17 | 17 | 0.04% | 0.07% | 0.09% | Q3 2019 | Q3 2023 | 17 |
Verdence Capital Advisors LLC | 15 | 2 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 17 |
Stuart Chaussee & Associates, Inc. | 15 | 2 | 7.93% | 20.52% | 48.38% | Q2 2018 | Q3 2023 | 17 |
Spearhead Capital Advisors, LLC | 14 | 3 | 0.13% | 0.20% | 0.27% | Q1 2018 | Q2 2022 | 17 |
Alpha Cubed Investments, LLC | 16 | 1 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
HOWARD FINANCIAL SERVICES, LTD. | 17 | 17 | 0.05% | 0.33% | 0.75% | Q4 2018 | Q4 2022 | 17 |
SANDERS MORRIS HARRIS LLC | 6 | 1 | 0.04% | 0.08% | 0.14% | Q1 2016 | Q3 2023 | 17 |
Traynor Capital Management, Inc. | 14 | 3 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 17 |
Faithward Advisors, LLC | 17 | 17 | 0.05% | 0.12% | 0.21% | Q3 2019 | Q3 2023 | 17 |
McCollum Christoferson Group LLC | 14 | 1 | 0.07% | 0.10% | 0.13% | Q3 2018 | Q3 2023 | 17 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 0.31% | 0.74% | 1.61% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2017 | 17 |
Concert Wealth Management Inc. | 17 | 17 | 0.08% | 0.15% | 0.34% | Q2 2013 | Q2 2017 | 17 |
ACG Wealth | 8 | 1 | 0.00% | 0.10% | 0.33% | Q1 2017 | Q2 2022 | 17 |
US FINANCIAL ADVISORS, LLC | 10 | 7 | 0.06% | 0.65% | 4.86% | Q4 2014 | Q1 2023 | 17 |
Seneca House Advisors | 17 | 17 | 0.13% | 0.18% | 0.23% | Q2 2019 | Q2 2023 | 17 |
iAB Financial Bank | 17 | 17 | 3.75% | 4.85% | 6.05% | Q2 2013 | Q2 2017 | 17 |
Meristem Family Wealth, LLC | 17 | 17 | 0.13% | 0.20% | 0.26% | Q1 2018 | Q1 2022 | 17 |
Silicon Valley Capital Partners | 17 | 17 | 0.09% | 4.69% | 6.96% | Q3 2019 | Q3 2023 | 17 |
Clarus Wealth Advisors | 15 | 1 | 0.12% | 0.29% | 0.76% | Q4 2017 | Q2 2023 | 17 |
ARGI Investment Services, LLC | 17 | 17 | 0.05% | 0.07% | 0.14% | Q4 2018 | Q4 2022 | 17 |
Sequoia Financial Advisors, LLC | 9 | 8 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 17 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.08% | 0.18% | 0.23% | Q2 2013 | Q1 2017 | 16 |
Ironwood Financial, llc | 15 | 1 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Kovack Advisors, Inc. | 16 | 16 | 0.05% | 0.16% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Biltmore Family Office, LLC | 16 | 16 | 0.11% | 0.21% | 0.37% | Q4 2019 | Q3 2023 | 16 |
FIFTH THIRD SECURITIES, INC. | 9 | 1 | 0.18% | 0.99% | 2.15% | Q1 2016 | Q3 2023 | 16 |
Canal Capital Management, LLC | 9 | 3 | 0.06% | 1.34% | 2.45% | Q2 2015 | Q3 2023 | 16 |
HYMAN CHARLES D | 16 | 16 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Bay Harbor Wealth Management, LLC | 16 | 16 | 0.35% | 0.40% | 0.45% | Q4 2019 | Q3 2023 | 16 |
Meridian Wealth Advisors, LLC | 14 | 1 | 0.07% | 0.09% | 0.12% | Q4 2018 | Q3 2023 | 16 |
Prestige Wealth Management Group LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
KMG FIDUCIARY PARTNERS, LLC | 11 | 5 | 0.05% | 0.10% | 0.18% | Q4 2018 | Q3 2023 | 16 |
SEARCY FINANCIAL SERVICES INC /ADV | 16 | 16 | 3.17% | 6.73% | 14.14% | Q4 2018 | Q3 2022 | 16 |
Cranbrook Wealth Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Cribstone Capital Management, LLC | 14 | 2 | 0.04% | 0.11% | 0.98% | Q2 2016 | Q4 2022 | 16 |
Towercrest Capital Management | 16 | 16 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 16 | 16 | 1.98% | 3.82% | 5.24% | Q4 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.63% | 0.99% | 1.65% | Q4 2019 | Q3 2023 | 16 |
Cascade Investment Advisors, Inc. | 15 | 1 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q1 2023 | 16 |
New England Private Wealth Advisors LLC | 16 | 16 | 0.06% | 0.30% | 0.51% | Q4 2019 | Q3 2023 | 16 |
CNB Bank | 16 | 16 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Newport Wealth Strategies, Inc. | 16 | 16 | 0.98% | 2.74% | 7.40% | Q4 2017 | Q3 2021 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.28% | 0.41% | 0.95% | Q4 2019 | Q3 2023 | 16 |
Legacy Advisors, LLC | 14 | 2 | 0.04% | 0.10% | 0.16% | Q1 2019 | Q3 2023 | 16 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 0.71% | 0.91% | 1.06% | Q4 2019 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 5.15% | 6.48% | 8.52% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.27% | 0.37% | 0.44% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 2.20% | 3.05% | 4.25% | Q4 2019 | Q3 2023 | 16 |
180 WEALTH ADVISORS, LLC | 8 | 4 | 0.04% | 0.16% | 0.31% | Q1 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 0.20% | 0.28% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Regent Peak Wealth Advisors LLC | 16 | 16 | 0.25% | 0.31% | 0.39% | Q4 2019 | Q3 2023 | 16 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 2 | 0.00% | 0.95% | 2.01% | Q1 2017 | Q2 2022 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.13% | 0.43% | 1.01% | Q4 2019 | Q3 2023 | 16 |
Mokosak Advisory Group, LLC | 16 | 16 | 0.54% | 7.10% | 8.66% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Emerald Advisors, LLC | 16 | 16 | 0.06% | 0.24% | 0.87% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 1.42% | 1.75% | 1.96% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.57% | 0.78% | 0.99% | Q4 2019 | Q3 2023 | 16 |
INVESTMENT CENTERS OF AMERICA INC | 15 | 1 | 0.04% | 0.10% | 0.15% | Q3 2013 | Q3 2017 | 16 |
BANK HAPOALIM BM | 16 | 16 | 0.02% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
AlphaStar Capital Management, LLC | 13 | 3 | 0.04% | 0.45% | 1.06% | Q4 2017 | Q3 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.33% | 0.47% | 0.54% | Q4 2019 | Q3 2023 | 16 |
Heritage Trust Co | 8 | 1 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q1 2022 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 0.50% | 0.90% | 1.43% | Q4 2019 | Q3 2023 | 16 |
Secure Asset Management, LLC | 16 | 16 | 0.27% | 0.40% | 0.51% | Q4 2019 | Q3 2023 | 16 |
CERTUITY, LLC | 16 | 16 | 0.28% | 0.49% | 0.80% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.04% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 16 |
LPWM LLC | 16 | 16 | 0.42% | 0.83% | 1.20% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.08% | 0.17% | 0.28% | Q4 2019 | Q3 2023 | 16 |
MYCIO WEALTH PARTNERS, LLC | 11 | 5 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 1.46% | 1.72% | 2.34% | Q4 2019 | Q3 2023 | 16 |
Evolution Wealth Advisors, LLC | 12 | 4 | 0.00% | 0.24% | 0.74% | Q4 2018 | Q3 2023 | 16 |
NorthRock Partners, LLC | 16 | 16 | 0.03% | 0.16% | 1.09% | Q4 2019 | Q3 2023 | 16 |
Van Cleef Asset Management,Inc | 14 | 2 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 16 |
Key FInancial Inc | 16 | 16 | 0.25% | 0.34% | 0.45% | Q4 2019 | Q3 2023 | 16 |
Bangor Savings Bank | 11 | 5 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q2 2023 | 16 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.58% | 0.74% | 0.84% | Q4 2019 | Q3 2023 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.04% | 0.39% | 4.23% | Q4 2019 | Q3 2023 | 16 |
CVA Family Office, LLC | 16 | 16 | 0.26% | 3.22% | 4.42% | Q4 2019 | Q3 2023 | 16 |
Worth Venture Partners, LLC | 16 | 16 | 0.23% | 0.54% | 0.96% | Q1 2017 | Q4 2020 | 16 |
Marotta Asset Management | 13 | 3 | 2.39% | 5.74% | 7.50% | Q4 2019 | Q4 2023 | 16 |
Altus Wealth Management, LLC | 16 | 16 | 0.47% | 0.59% | 0.81% | Q4 2019 | Q3 2023 | 16 |
360 Financial, Inc. | 16 | 16 | 0.16% | 0.23% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Taikang Asset Management (Hong Kong) Co Ltd | 16 | 16 | 0.17% | 0.58% | 0.99% | Q4 2017 | Q3 2021 | 16 |
FINANCIAL CONSULATE, INC | 16 | 16 | 0.16% | 0.22% | 0.28% | Q4 2019 | Q3 2023 | 16 |
55I, LLC | 16 | 16 | 0.18% | 0.66% | 2.45% | Q4 2018 | Q3 2022 | 16 |
New England Investment & Retirement Group, Inc. | 11 | 5 | 0.42% | 1.76% | 5.00% | Q3 2013 | Q4 2020 | 16 |
Ameritas Investment Partners, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 16 |
Cypress Wealth Advisors LLC | 16 | 16 | 1.07% | 2.58% | 5.63% | Q2 2015 | Q1 2019 | 16 |
Private Ocean, LLC | 15 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 16 |
Curtis Advisory Group, LLC | 16 | 16 | 7.43% | 10.06% | 13.82% | Q4 2019 | Q3 2023 | 16 |
Riggs Asset Managment Co. Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2020 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.04% | 0.07% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Elwood & Goetz Wealth Advisory Group, LLC | 15 | 15 | 5.55% | 8.12% | 11.40% | Q1 2020 | Q3 2023 | 15 |
Quaker Wealth Management, LLC | 9 | 6 | 1.54% | 3.35% | 6.43% | Q4 2019 | Q3 2023 | 15 |
McGuire Investment Group, LLC | 15 | 15 | 0.09% | 0.13% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Larson Financial Group LLC | 14 | 1 | 0.01% | 0.03% | 0.10% | Q3 2019 | Q3 2023 | 15 |
NATIONAL PLANNING CORP | 15 | 15 | 0.03% | 0.13% | 0.32% | Q1 2014 | Q3 2017 | 15 |
TOWNSQUARE CAPITAL LLC | 6 | 1 | 0.01% | 0.02% | 0.09% | Q4 2018 | Q3 2023 | 15 |
VERITY Wealth Advisors | 15 | 15 | 0.24% | 0.28% | 0.33% | Q2 2020 | Q4 2023 | 15 |
Apexium Financial, LP | 15 | 15 | 0.16% | 0.31% | 0.64% | Q1 2020 | Q3 2023 | 15 |
Salomon & Ludwin, LLC | 9 | 6 | 0.01% | 0.14% | 0.46% | Q4 2018 | Q3 2023 | 15 |
Johnson Financial Group, Inc. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 15 |
PICTET BANK & TRUST Ltd | 13 | 2 | 0.10% | 0.27% | 0.35% | Q4 2016 | Q3 2023 | 15 |
WealthBridge Capital Management, LLC | 13 | 2 | 0.06% | 0.10% | 0.14% | Q4 2018 | Q3 2023 | 15 |
Zhang Financial LLC | 15 | 15 | 0.15% | 0.20% | 0.26% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.10% | 0.23% | Q2 2013 | Q4 2016 | 15 |
Executive Wealth Management, LLC | 12 | 3 | 0.00% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.51% | 0.64% | 0.83% | Q1 2018 | Q2 2023 | 15 |
EPIQ Capital Group, LLC | 15 | 15 | 0.05% | 0.15% | 0.33% | Q1 2020 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Capital Bank & Trust Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 15 |
Capital Square, LLC | 15 | 15 | 0.18% | 0.41% | 0.63% | Q4 2019 | Q2 2023 | 15 |
Pacifica Partners Inc. | 15 | 15 | 0.04% | 0.06% | 0.11% | Q2 2020 | Q4 2023 | 15 |
XML Financial, LLC | 15 | 15 | 0.56% | 1.01% | 1.68% | Q1 2020 | Q3 2023 | 15 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 15 |
Liberty Capital Management, Inc. | 6 | 3 | 0.05% | 0.07% | 0.08% | Q3 2016 | Q3 2023 | 15 |
PBMares Wealth Management LLC | 15 | 15 | 0.11% | 0.30% | 0.59% | Q1 2020 | Q3 2023 | 15 |
FCG ADVISORS, LLC | 15 | 15 | 0.10% | 0.14% | 0.28% | Q1 2017 | Q3 2020 | 15 |
M Holdings Securities, Inc. | 8 | 1 | 0.02% | 0.06% | 0.12% | Q2 2017 | Q2 2023 | 15 |
Mattern Wealth Management LLC | 15 | 15 | 0.11% | 0.12% | 0.16% | Q1 2020 | Q3 2023 | 15 |
ASSETMARK, INC | 7 | 1 | 0.00% | 0.05% | 0.72% | Q3 2013 | Q1 2023 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 0.10% | 0.17% | 0.26% | Q4 2019 | Q3 2023 | 15 |
BALLAST ADVISORS LLC | 15 | 15 | 0.06% | 0.13% | 0.18% | Q4 2019 | Q2 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.03% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.43% | 0.55% | 0.82% | Q4 2019 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.29% | 1.09% | 3.19% | Q4 2019 | Q3 2023 | 15 |
Wellspring Financial Advisors, LLC | 15 | 15 | 0.18% | 0.26% | 0.32% | Q1 2020 | Q3 2023 | 15 |
Miracle Mile Advisors, LLC | 13 | 2 | 0.02% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 15 |
Stevard, LLC | 10 | 5 | 0.18% | 0.42% | 0.65% | Q4 2019 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.06% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Blume Capital Management, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.05% | 0.13% | 0.26% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.12% | 0.28% | 0.40% | Q1 2020 | Q3 2023 | 15 |
Mosaic Family Wealth, LLC | 15 | 15 | 0.10% | 0.26% | 0.79% | Q4 2017 | Q2 2021 | 15 |
Axiom Financial Strategies, LLC | 15 | 15 | 5.32% | 6.77% | 8.77% | Q1 2020 | Q3 2023 | 15 |
IRON Financial LLC | 14 | 1 | 0.10% | 0.14% | 0.18% | Q4 2019 | Q3 2023 | 15 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 1 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 0.77% | 1.09% | 1.33% | Q1 2020 | Q3 2023 | 15 |
CWA Asset Management Group, LLC | 15 | 15 | 0.08% | 0.11% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Plancorp, LLC | 14 | 1 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 15 |
Bank Pictet & Cie (Europe) AG | 15 | 15 | 0.10% | 0.44% | 0.78% | Q1 2015 | Q3 2018 | 15 |
ARKANSAS FINANCIAL GROUP, INC. | 15 | 15 | 0.08% | 0.91% | 1.37% | Q1 2020 | Q3 2023 | 15 |
PLANNING DIRECTIONS INC | 6 | 1 | 0.16% | 0.58% | 1.86% | Q1 2018 | Q3 2023 | 15 |
PDS Planning, Inc | 15 | 15 | 0.06% | 0.09% | 0.13% | Q1 2020 | Q3 2023 | 15 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 10 | 5 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 15 | 15 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Ken Stern & Associates, Inc. | 12 | 3 | 3.39% | 4.15% | 7.81% | Q4 2014 | Q3 2018 | 15 |
BOSTON FAMILY OFFICE LLC | 15 | 15 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q4 2019 | 15 |
IBERIABANK CORP | 15 | 15 | 0.11% | 0.16% | 0.28% | Q4 2016 | Q2 2020 | 15 |
Koshinski Asset Management, Inc. | 14 | 1 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 15 |
SVB WEALTH LLC | 9 | 6 | 0.00% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 15 |
PATHSTONE FAMILY OFFICE, LLC | 7 | 1 | 0.00% | 0.04% | 0.15% | Q1 2018 | Q3 2023 | 15 |
TAP Consulting, LLC | 12 | 1 | 0.06% | 2.58% | 4.19% | Q1 2019 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Pinnacle Advisory Group, Inc. | 10 | 1 | 0.03% | 0.12% | 0.18% | Q1 2015 | Q2 2019 | 14 |
Selway Asset Management | 14 | 14 | 0.12% | 0.15% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Bell Bank | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
GeoWealth Management, LLC | 14 | 14 | 0.03% | 0.08% | 0.19% | Q1 2020 | Q2 2023 | 14 |
CAPITAL INSIGHT PARTNERS, LLC | 14 | 14 | 0.11% | 0.13% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Wealthstar Advisors, LLC | 10 | 4 | 0.14% | 0.18% | 0.23% | Q2 2019 | Q3 2023 | 14 |
Aptus Capital Advisors, LLC | 14 | 14 | 0.01% | 0.05% | 0.14% | Q2 2020 | Q3 2023 | 14 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
NICOLET BANKSHARES INC | 14 | 14 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 14 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 14 | 14 | 1.46% | 2.88% | 3.82% | Q4 2019 | Q1 2023 | 14 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 2 | 0.05% | 0.23% | 0.39% | Q4 2019 | Q3 2023 | 14 |
Moneda S.A. Administradora General de Fondos | 14 | 14 | 1.65% | 3.55% | 8.17% | Q4 2019 | Q1 2023 | 14 |
NatWest Group plc | 12 | 2 | 0.05% | 0.56% | 1.17% | Q2 2017 | Q4 2020 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 14 |
Cordasco Financial Network | 8 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q2 2022 | 14 |
STRATEGY ASSET MANAGERS LLC | 8 | 1 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q3 2023 | 14 |
Fort Point Capital Partners LLC | 14 | 14 | 0.03% | 0.08% | 0.19% | Q2 2020 | Q3 2023 | 14 |
BRIGHTON JONES LLC | 13 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 14 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Strategic Wealth Investment Group, LLC | 14 | 14 | 0.16% | 0.27% | 0.38% | Q2 2020 | Q3 2023 | 14 |
McAdam, LLC | 13 | 1 | 0.04% | 0.24% | 0.34% | Q3 2018 | Q3 2023 | 14 |
Visionary Asset Management, Inc. | 10 | 1 | 0.16% | 1.00% | 1.62% | Q4 2014 | Q4 2018 | 14 |
McKinley Carter Wealth Services, Inc. | 12 | 1 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 14 |
Belvedere Trading LLC | 4 | 1 | 0.00% | 0.07% | 0.44% | Q3 2020 | Q3 2023 | 14 |
LUCAS CAPITAL MANAGEMENT | 14 | 14 | 1.18% | 4.22% | 7.19% | Q3 2017 | Q4 2020 | 14 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.09% | 0.14% | Q4 2016 | Q1 2023 | 14 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.19% | 2.35% | 4.10% | Q2 2013 | Q3 2016 | 14 |
Clarkston Capital Partners, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Vectors Research Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 14 |
Fiduciary Trust Co International of Pennsylvania | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q1 2020 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q3 2020 | 14 |
GPM Growth Investors, Inc. | 14 | 14 | 0.42% | 0.54% | 0.67% | Q2 2020 | Q3 2023 | 14 |
ProVise Management Group, LLC | 12 | 1 | 0.02% | 0.08% | 0.45% | Q2 2015 | Q3 2023 | 14 |
BDO Wealth Advisors, LLC | 8 | 6 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q2 2021 | 14 |
Kore Private Wealth LLC | 13 | 1 | 0.06% | 0.37% | 0.74% | Q4 2018 | Q3 2022 | 14 |
Blue Fin Capital, Inc. | 14 | 14 | 0.10% | 0.12% | 0.14% | Q2 2020 | Q3 2023 | 14 |
PARK AVENUE SECURITIES LLC | 13 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.15% | 0.22% | 0.49% | Q2 2013 | Q3 2016 | 14 |
Wealth Alliance | 14 | 14 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Teamwork Financial Advisors, LLC | 14 | 14 | 0.03% | 0.14% | 0.25% | Q2 2020 | Q3 2023 | 14 |
HBW ADVISORY SERVICES LLC | 9 | 1 | 0.08% | 0.27% | 0.46% | Q4 2019 | Q3 2023 | 14 |
MONETA GROUP INVESTMENT ADVISORS LLC | 12 | 2 | 0.02% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 14 |
Sanctuary Wealth Management, L.L.C. | 11 | 1 | 2.84% | 4.44% | 9.08% | Q1 2010 | Q3 2023 | 14 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 14 | 14 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
WHITTIER TRUST CO OF NEVADA INC | 10 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 14 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 14 | 14 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2016 | 14 |
MACQUARIE GROUP LTD | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Sawyer & Company, Inc | 10 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 14 |
Vestmark Advisory Solutions, Inc. | 14 | 14 | 0.02% | 0.09% | 0.14% | Q1 2020 | Q2 2023 | 14 |
Independent Order of Foresters | 14 | 14 | 2.33% | 2.54% | 2.76% | Q2 2020 | Q3 2023 | 14 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 7 | 2 | 0.17% | 0.29% | 0.34% | Q4 2013 | Q3 2017 | 14 |
Wealthspire Advisors, LLC | 12 | 1 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.12% | 0.17% | 0.21% | Q2 2020 | Q3 2023 | 14 |
JT Stratford LLC | 11 | 1 | 0.06% | 0.26% | 0.64% | Q4 2016 | Q3 2021 | 14 |
Outlook Wealth Advisors, LLC | 14 | 14 | 0.24% | 0.45% | 0.57% | Q2 2020 | Q3 2023 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.05% | 0.08% | 0.13% | Q4 2017 | Q1 2021 | 14 |
Parisi Gray Wealth Management | 6 | 3 | 0.06% | 0.12% | 0.21% | Q4 2017 | Q3 2023 | 13 |
Carolina Wealth Advisors, LLC | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.15% | 0.42% | 0.58% | Q4 2019 | Q3 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.02% | 0.09% | 0.23% | Q3 2020 | Q3 2023 | 13 |
Affinity Capital Advisors, LLC | 13 | 13 | 0.07% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 13 |
MONECO Advisors, LLC | 10 | 3 | 0.07% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.23% | 0.46% | 0.68% | Q3 2016 | Q3 2019 | 13 |
Financial Engines Advisors L.L.C. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 13 |
MFA WEALTH ADVISORS, LLC | 9 | 4 | 2.82% | 7.16% | 11.83% | Q4 2018 | Q3 2023 | 13 |
GPS Wealth Strategies Group, LLC | 13 | 13 | 4.71% | 6.50% | 8.50% | Q3 2020 | Q3 2023 | 13 |
Diversified Portfolios, Inc. | 13 | 13 | 0.06% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 13 |
DF DENT & CO INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.31% | 0.41% | 0.57% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.17% | 0.28% | 0.36% | Q3 2020 | Q3 2023 | 13 |
Gilbert & Cook, Inc. | 8 | 1 | 0.04% | 0.10% | 0.20% | Q4 2016 | Q3 2021 | 13 |
Intersect Capital LLC | 9 | 4 | 0.06% | 0.07% | 0.09% | Q1 2019 | Q2 2022 | 13 |
PRW Wealth Management LLC | 5 | 1 | 0.10% | 0.24% | 0.55% | Q4 2018 | Q3 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q2 2019 | 13 |
Baron Financial Group, LLC | 13 | 13 | 0.16% | 0.18% | 0.20% | Q3 2020 | Q3 2023 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.03% | 0.14% | 0.19% | Q3 2020 | Q3 2023 | 13 |
Black Diamond Financial, LLC | 13 | 13 | 0.11% | 0.17% | 0.30% | Q3 2020 | Q3 2023 | 13 |
InTrack Investment Management Inc | 13 | 13 | 0.25% | 0.29% | 0.35% | Q4 2020 | Q4 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.05% | 0.25% | 0.68% | Q3 2020 | Q3 2023 | 13 |
Vigilant Capital Management, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2022 | 13 |
Richard Bernstein Advisors LLC | 13 | 13 | 0.10% | 3.83% | 7.66% | Q1 2016 | Q1 2019 | 13 |
WESPAC Advisors SoCal, LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 13 |
OXFORD FINANCIAL GROUP, LTD. LLC | 13 | 13 | 0.05% | 0.12% | 0.24% | Q3 2020 | Q3 2023 | 13 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Modera Wealth Management, LLC | 13 | 13 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 13 |
REGENTATLANTIC CAPITAL LLC | 12 | 1 | 0.01% | 0.02% | 0.08% | Q3 2018 | Q3 2022 | 13 |
NICOLET ADVISORY SERVICES, LLC | 13 | 13 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q1 2022 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.04% | 0.08% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q2 2016 | 13 |
Tortoise Investment Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 13 |
Welch Group, LLC | 13 | 13 | 0.01% | 0.06% | 0.58% | Q3 2020 | Q3 2023 | 13 |
Prime Capital Investment Advisors, LLC | 8 | 1 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 13 |
GYL FINANCIAL SYNERGIES, LLC | 13 | 13 | 0.03% | 0.09% | 0.16% | Q3 2020 | Q3 2023 | 13 |
ROMAN BUTLER FULLERTON & CO | 9 | 4 | 0.12% | 0.14% | 0.17% | Q2 2020 | Q3 2023 | 13 |
Capital Analysts, LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 13 |
Princeton Global Asset Management LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Robertson Stephens Wealth Management, LLC | 13 | 13 | 0.04% | 0.09% | 0.18% | Q3 2020 | Q3 2023 | 13 |
ISLAY CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Ellevest, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 9 | 4 | 0.03% | 1.94% | 9.95% | Q1 2020 | Q4 2023 | 13 |
Townsend & Associates, Inc | 13 | 13 | 0.05% | 0.13% | 0.18% | Q3 2020 | Q3 2023 | 13 |
HARBOR INVESTMENT ADVISORY, LLC | 13 | 13 | 0.00% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 13 | 13 | 0.08% | 0.11% | 0.13% | Q3 2020 | Q3 2023 | 13 |
CreativeOne Wealth, LLC | 12 | 1 | 0.08% | 0.13% | 0.16% | Q1 2018 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q2 2016 | 13 |
Vista Private Wealth Partners. LLC | 10 | 1 | 0.09% | 0.11% | 0.13% | Q3 2019 | Q3 2023 | 13 |
CAPITAL ADVISORS INC/OK | 13 | 13 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
NWAM LLC | 12 | 1 | 0.03% | 0.14% | 0.33% | Q2 2020 | Q3 2023 | 13 |
RPg Family Wealth Advisory, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2022 | 13 |
Perennial Investment Advisors, LLC | 13 | 13 | 0.55% | 0.86% | 1.54% | Q3 2020 | Q3 2023 | 13 |
Apella Capital, LLC | 10 | 3 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q4 2023 | 13 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 13 | 13 | 0.25% | 1.95% | 7.01% | Q1 2020 | Q1 2023 | 13 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 10 | 3 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q1 2019 | 13 |
Wiser Wealth Management, Inc | 13 | 13 | 3.47% | 3.84% | 4.81% | Q4 2020 | Q4 2023 | 13 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 13 |
McNaughton Wealth Management, LLC | 13 | 13 | 0.48% | 1.62% | 2.20% | Q3 2020 | Q3 2023 | 13 |
Vantage Financial Partners Ltd., Inc. | 13 | 13 | 0.14% | 0.26% | 0.33% | Q3 2020 | Q3 2023 | 13 |
BOSTON ADVISORS LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2019 | 13 |
NORTH STAR ASSET MANAGEMENT INC | 13 | 13 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Lindbrook Capital, LLC | 8 | 5 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 13 |
RFG Advisory, LLC | 11 | 1 | 0.02% | 0.10% | 0.53% | Q2 2015 | Q3 2023 | 12 |
Renaissance Technologies | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 12 |
MITCHELL SINKLER & STARR/PA | 12 | 12 | 0.26% | 0.54% | 0.95% | Q3 2020 | Q2 2023 | 12 |
WADE G W & INC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 5 | 0.04% | 0.20% | 0.46% | Q2 2013 | Q3 2019 | 12 |
Foothills Asset Management, Ltd. | 12 | 12 | 0.16% | 0.22% | 0.27% | Q2 2017 | Q1 2020 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Aureus Asset Management, LLC | 12 | 12 | 0.14% | 0.15% | 0.17% | Q1 2018 | Q4 2020 | 12 |
KINGS POINT CAPITAL MANAGEMENT | 11 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2022 | 12 |
AMG National Trust Bank | 8 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.09% | 0.13% | 0.15% | Q2 2013 | Q1 2016 | 12 |
WealthTrust Fairport, LLC | 11 | 1 | 0.00% | 1.76% | 2.26% | Q3 2014 | Q1 2019 | 12 |
Sageworth Trust Co | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2019 | 12 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8 | 4 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 12 |
Gateway Advisory, LLC | 11 | 1 | 0.18% | 0.23% | 0.34% | Q4 2015 | Q3 2023 | 12 |
Partnervest Advisory Services LLC | 7 | 5 | 0.01% | 0.18% | 0.44% | Q2 2013 | Q3 2020 | 12 |
Baystate Wealth Management LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Hochman Cole Investment Advisors, Inc. | 12 | 12 | 0.16% | 0.18% | 0.23% | Q4 2018 | Q3 2021 | 12 |
Advisors Preferred, LLC | 4 | 1 | 0.00% | 2.26% | 16.68% | Q4 2013 | Q2 2023 | 12 |
CHICAGO TRUST Co NA | 11 | 1 | 0.05% | 0.08% | 0.12% | Q1 2015 | Q1 2023 | 12 |
Rehmann Capital Advisory Group | 9 | 3 | 0.00% | 0.10% | 0.40% | Q1 2018 | Q3 2023 | 12 |
MISSION WEALTH MANAGEMENT, LP | 12 | 12 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.01% | 0.06% | 0.18% | Q4 2019 | Q3 2022 | 12 |
HORIZON FINANCIAL SERVICES, LLC | 12 | 12 | 0.26% | 3.52% | 10.85% | Q3 2020 | Q2 2023 | 12 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2018 | 12 |
Avestar Capital, LLC | 7 | 4 | 0.02% | 0.05% | 0.13% | Q4 2017 | Q3 2023 | 12 |
Wagner Wealth Management, LLC | 8 | 4 | 0.02% | 0.25% | 0.64% | Q4 2017 | Q3 2022 | 12 |
FINANCIAL LIFE ADVISORS | 12 | 12 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Poehling Capital Management, INC. | 11 | 1 | 0.12% | 0.14% | 0.16% | Q3 2018 | Q3 2022 | 12 |
Towerpoint Wealth, LLC | 12 | 12 | 0.36% | 0.41% | 0.49% | Q4 2020 | Q3 2023 | 12 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 | 1 | 0.04% | 0.13% | 0.20% | Q2 2018 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.25% | 0.33% | 0.40% | Q4 2020 | Q3 2023 | 12 |
HOWARD WEALTH MANAGEMENT, LLC | 6 | 1 | 0.04% | 0.18% | 0.30% | Q4 2019 | Q3 2023 | 12 |
Lehman & Derafelo Financial Resources LLC | 10 | 2 | 0.05% | 0.07% | 0.10% | Q3 2019 | Q3 2022 | 12 |
LAKE STREET PRIVATE WEALTH, LLC | 12 | 12 | 0.10% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 12 |
RBA Wealth Management, LLC | 8 | 4 | 0.78% | 0.95% | 1.05% | Q1 2020 | Q3 2023 | 12 |
Curated Wealth Partners LLC | 12 | 12 | 0.33% | 0.60% | 0.94% | Q4 2020 | Q3 2023 | 12 |
tru Independence LLC | 9 | 1 | 0.01% | 0.81% | 1.15% | Q4 2019 | Q3 2023 | 12 |
Charles Schwab Trust Co | 12 | 12 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Capital Planning LLC | 12 | 12 | 3.06% | 3.62% | 3.84% | Q4 2020 | Q3 2023 | 12 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.03% | 0.14% | 0.19% | Q1 2020 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Banque Cantonale Vaudoise | 12 | 12 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q2 2023 | 12 |
Resolute Advisors LLC | 12 | 12 | 0.05% | 0.19% | 0.46% | Q4 2020 | Q3 2023 | 12 |
CALIBER WEALTH MANAGEMENT, LLC | 12 | 12 | 0.83% | 1.86% | 3.70% | Q4 2020 | Q3 2023 | 12 |
HBC Financial Services, PLLC | 12 | 12 | 0.02% | 0.05% | 0.16% | Q4 2019 | Q3 2022 | 12 |
Citizens National Bank Trust Department | 12 | 12 | 0.25% | 0.43% | 0.78% | Q4 2020 | Q3 2023 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 1.33% | 1.78% | 3.36% | Q4 2020 | Q3 2023 | 12 |
High Note Wealth, LLC | 12 | 12 | 0.14% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.01% | 0.06% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Praetorian Wealth Management, Inc. | 6 | 6 | 0.29% | 1.35% | 2.43% | Q3 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
TruWealth Advisors, LLC | 12 | 12 | 0.03% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 12 |
David J Yvars Group | 12 | 12 | 0.21% | 0.24% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 1.77% | 2.01% | 2.15% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.78% | 0.97% | 1.27% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.05% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.15% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.03% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Diversified, LLC | 12 | 12 | 0.97% | 3.23% | 7.54% | Q4 2020 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 2.62% | 3.04% | 3.67% | Q4 2020 | Q3 2023 | 12 |
IVC Wealth Advisors LLC | 12 | 12 | 0.17% | 0.28% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Greenhouse Wealth Management, LLC | 12 | 12 | 0.41% | 0.48% | 0.55% | Q4 2020 | Q3 2023 | 12 |
Latitude Advisors, LLC | 12 | 12 | 0.20% | 0.31% | 0.46% | Q4 2020 | Q3 2023 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 0.10% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.22% | 0.34% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Montis Financial, LLC | 12 | 12 | 0.61% | 0.87% | 1.00% | Q4 2020 | Q3 2023 | 12 |
Madison Wealth Partners, Inc | 12 | 12 | 0.36% | 0.48% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.34% | 0.42% | 0.49% | Q4 2020 | Q3 2023 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 4.16% | 4.83% | 6.44% | Q4 2020 | Q3 2023 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.25% | 0.50% | 0.85% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.25% | 0.30% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Sutton Wealth Advisors Inc. | 9 | 3 | 0.00% | 0.02% | 0.08% | Q1 2018 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.08% | 0.09% | 0.11% | Q4 2018 | Q3 2021 | 12 |
JONES FINANCIAL COMPANIES LLLP | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 12 | 12 | 0.10% | 0.24% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.15% | 0.84% | 2.49% | Q4 2018 | Q3 2021 | 12 |
WealthPLAN Partners, LLC | 4 | 1 | 0.00% | 0.02% | 0.08% | Q1 2015 | Q4 2023 | 11 |
Hall Private Wealth Advisors | 10 | 1 | 2.24% | 3.86% | 7.07% | Q4 2020 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.09% | 0.19% | 0.37% | Q4 2020 | Q3 2023 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.06% | 0.21% | 0.32% | Q1 2021 | Q3 2023 | 11 |
Pineno Levin & Ford Asset Management, Inc. | 7 | 1 | 0.08% | 0.10% | 0.11% | Q3 2018 | Q4 2021 | 11 |
Capital Investment Advisors, LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2023 | 11 |
PagnatoKarp Partners LLC | 9 | 2 | 0.07% | 0.19% | 0.38% | Q1 2017 | Q1 2020 | 11 |
Winch Advisory Services, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.04% | 0.29% | 0.77% | Q1 2021 | Q3 2023 | 11 |
Paradigm Financial Advisors, LLC | 10 | 1 | 0.01% | 0.90% | 1.42% | Q1 2014 | Q4 2021 | 11 |
ZACKS INVESTMENT MANAGEMENT | 7 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 1.06% | 1.46% | 2.03% | Q1 2021 | Q3 2023 | 11 |
Intrua Financial, LLC | 10 | 1 | 0.04% | 0.11% | 0.26% | Q2 2020 | Q1 2023 | 11 |
Capstone Triton Financial Group, LLC | 10 | 1 | 0.11% | 0.23% | 0.69% | Q4 2020 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.01% | 0.02% | 0.11% | Q1 2018 | Q3 2020 | 11 |
Koss-Olinger Consulting, LLC | 11 | 11 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 11 |
Virtue Capital Management, LLC | 9 | 2 | 0.04% | 0.09% | 0.13% | Q4 2017 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.02% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 11 |
HRT FINANCIAL LP | 5 | 2 | 0.00% | 0.11% | 0.25% | Q3 2020 | Q3 2023 | 11 |
CHEMICAL BANK | 11 | 11 | 0.03% | 0.07% | 0.09% | Q4 2016 | Q2 2019 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.06% | 0.13% | 0.34% | Q1 2014 | Q1 2017 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.07% | 0.28% | Q4 2020 | Q2 2023 | 11 |
Daiwa Securities Group Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 11 |
Meridian Wealth Management, LLC | 10 | 1 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 11 |
Capital Advisors Wealth Management, LLC | 11 | 11 | 3.74% | 4.87% | 7.30% | Q1 2021 | Q3 2023 | 11 |
SEI INVESTMENTS CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2018 | 11 |
Berger Financial Group, Inc | 7 | 4 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Trust Co of Kansas | 10 | 1 | 0.12% | 0.16% | 0.22% | Q4 2020 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.03% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 11 |
Apollon Wealth Management, LLC | 11 | 11 | 0.04% | 0.08% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Pure Financial Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q4 2023 | 11 |
CONNING INC. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Bank of Marin | 6 | 5 | 0.22% | 0.25% | 0.30% | Q4 2020 | Q3 2023 | 11 |
CITY HOLDING CO | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 11 | 11 | 2.02% | 2.81% | 3.55% | Q4 2019 | Q2 2022 | 11 |
Accel Wealth Management | 10 | 1 | 0.07% | 0.12% | 0.20% | Q4 2020 | Q3 2023 | 11 |
Clean Yield Group | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
First Command Financial Services, Inc. | 11 | 11 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q2 2019 | 11 |
First Command Bank | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2019 | 11 |
Private Wealth Partners, LLC | 8 | 3 | 0.06% | 0.06% | 0.07% | Q1 2019 | Q3 2023 | 11 |
Minot Wealth Management LLC | 11 | 11 | 0.10% | 0.12% | 0.17% | Q4 2019 | Q2 2022 | 11 |
Ironwood Investment Counsel, LLC | 6 | 1 | 0.05% | 0.14% | 0.24% | Q3 2016 | Q1 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.23% | 0.68% | 1.07% | Q1 2021 | Q3 2023 | 11 |
Peachtree Investment Partners, LLC | 9 | 2 | 0.13% | 0.51% | 1.99% | Q2 2020 | Q3 2023 | 11 |
MONUMENTAL FINANCIAL GROUP INC. | 11 | 11 | 6.06% | 8.14% | 10.88% | Q1 2021 | Q3 2023 | 11 |
TRAIN BABCOCK ADVISORS LLC | 11 | 11 | 0.12% | 0.25% | 0.33% | Q2 2013 | Q4 2015 | 11 |
Grant/GrossMendelsohn, LLC | 9 | 2 | 0.22% | 1.08% | 8.66% | Q4 2020 | Q3 2023 | 11 |
Argent Trust Co | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Interchange Capital Partners, LLC | 8 | 2 | 0.17% | 0.25% | 0.36% | Q4 2020 | Q3 2023 | 10 |
STRATEGIC WEALTH MANAGEMENT INC | 10 | 10 | 0.64% | 0.83% | 1.04% | Q1 2013 | Q2 2015 | 10 |
Halpern Financial, Inc. | 10 | 10 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q1 2022 | 10 |
Advisor Resource Council | 10 | 10 | 0.10% | 0.24% | 0.60% | Q2 2021 | Q3 2023 | 10 |
BALASA DINVERNO & FOLTZ LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 10 |
HBK Sorce Advisory LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 10 |
Apriem Advisors | 8 | 2 | 0.04% | 0.04% | 0.05% | Q2 2015 | Q1 2018 | 10 |
TRUEWEALTH LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q2 2020 | 10 |
Surevest, LLC | 5 | 1 | 0.03% | 0.10% | 0.26% | Q4 2018 | Q3 2022 | 10 |
Claraphi Advisory Network, LLC | 10 | 10 | 0.24% | 0.30% | 0.42% | Q1 2020 | Q2 2022 | 10 |
MBE Wealth Management, LLC | 6 | 1 | 0.11% | 0.14% | 0.18% | Q1 2020 | Q3 2023 | 10 |
Tatro Capital, LLC | 10 | 10 | 3.89% | 6.78% | 10.56% | Q4 2019 | Q1 2022 | 10 |
Joseph P. Lucia & Associates, LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q2 2022 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.06% | 0.07% | 0.07% | Q4 2017 | Q2 2020 | 10 |
RVW Wealth, LLC | 10 | 10 | 0.00% | 0.04% | 0.06% | Q3 2021 | Q4 2023 | 10 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 6 | 4 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.00% | 0.03% | 0.15% | Q1 2021 | Q2 2023 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Truepoint, Inc. | 6 | 4 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 10 |
TRUSTCORE FINANCIAL SERVICES, LLC | 10 | 10 | 0.00% | 0.07% | 0.17% | Q3 2020 | Q4 2022 | 10 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.07% | 0.23% | Q1 2020 | Q3 2023 | 10 |
AJ WEALTH STRATEGIES, LLC | 10 | 10 | 0.01% | 0.06% | 0.12% | Q1 2021 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.26% | 0.44% | 0.57% | Q1 2021 | Q3 2023 | 10 |
NOVARE CAPITAL MANAGEMENT LLC | 6 | 4 | 0.02% | 0.30% | 0.56% | Q4 2020 | Q3 2023 | 10 |
BOK Financial Private Wealth, Inc. | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
PRUDENTIAL PLC | 4 | 3 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 10 |
Stockman Wealth Management, Inc. | 6 | 4 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q3 2023 | 10 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
First Bancorp, Inc /ME/ | 9 | 1 | 0.64% | 1.99% | 3.62% | Q1 2021 | Q3 2023 | 10 |
RB Capital Management, LLC | 10 | 10 | 0.12% | 0.14% | 0.17% | Q2 2021 | Q3 2023 | 10 |
IFS Advisors, LLC | 4 | 1 | 0.00% | 6.46% | 15.82% | Q4 2020 | Q4 2023 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q1 2017 | 10 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 1.26% | 1.72% | 2.04% | Q2 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.02% | 0.05% | 0.12% | Q2 2021 | Q3 2023 | 10 |
PENOBSCOT WEALTH MANAGEMENT | 10 | 10 | 1.34% | 1.61% | 1.98% | Q2 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Private Wealth Group, LLC | 10 | 10 | 0.26% | 0.34% | 0.49% | Q1 2021 | Q2 2023 | 10 |
Soundwatch Capital LLC | 7 | 3 | 0.04% | 0.12% | 0.22% | Q2 2020 | Q3 2023 | 10 |
Windham Capital Management, LLC | 6 | 2 | 0.05% | 0.08% | 0.11% | Q3 2016 | Q3 2021 | 10 |
SFMG, LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Johanson Financial Advisors, Inc. | 10 | 10 | 0.05% | 0.25% | 0.37% | Q3 2019 | Q4 2021 | 10 |
Thomas J. Herzfeld Advisors, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2016 | 10 |
BOENNING & SCATTERGOOD, INC. | 10 | 10 | 0.06% | 0.10% | 0.12% | Q3 2020 | Q4 2022 | 10 |
Accretive Wealth Partners, LLC | 10 | 10 | 0.29% | 0.34% | 0.40% | Q2 2021 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Zurich Insurance Group Ltd/FI | 9 | 1 | 0.01% | 0.04% | 0.14% | Q4 2018 | Q1 2022 | 10 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 4 | 2 | 0.00% | 0.04% | 0.18% | Q3 2016 | Q2 2023 | 10 |
Varma Mutual Pension Insurance Co | 10 | 10 | 1.82% | 5.79% | 16.18% | Q2 2021 | Q3 2023 | 10 |
Lee Financial Co | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 10 |
Pekin Hardy Strauss, Inc. | 10 | 10 | 0.07% | 0.16% | 0.26% | Q3 2019 | Q4 2021 | 10 |
Moisand Fitzgerald Tamayo, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Sterling Investment Advisors, Ltd. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 10 |
ARROW FINANCIAL CORP | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Bienville Capital Management, LLC | 7 | 3 | 0.08% | 0.10% | 0.13% | Q2 2016 | Q2 2019 | 10 |
SVB Investment Services Inc. | 10 | 10 | 0.04% | 0.19% | 0.37% | Q4 2019 | Q1 2022 | 10 |
WEST BANCORPORATION INC | 4 | 2 | 0.12% | 0.16% | 0.20% | Q4 2019 | Q2 2023 | 10 |
ASPIRIANT HOLDINGS S3, LLC | 10 | 10 | 0.13% | 0.90% | 2.30% | Q3 2013 | Q4 2015 | 10 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 0.12% | 0.52% | Q3 2016 | Q2 2023 | 10 |
Arlington Partners LLC | 8 | 1 | 0.01% | 0.24% | 0.43% | Q4 2019 | Q3 2023 | 9 |
American Financial Network Advisory Services LLC | 9 | 9 | 0.06% | 1.14% | 1.78% | Q3 2017 | Q3 2019 | 9 |
VAN STRUM & TOWNE INC. | 6 | 3 | 0.09% | 0.11% | 0.12% | Q4 2020 | Q3 2023 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 9 | 9 | 0.03% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Bernardo Wealth Planning LLC | 9 | 9 | 0.23% | 0.28% | 0.36% | Q4 2018 | Q4 2020 | 9 |
Lesa Sroufe & Co | 5 | 1 | 0.24% | 0.30% | 0.34% | Q3 2020 | Q3 2023 | 9 |
VIVID FINANCIAL MANAGEMENT, INC. | 9 | 9 | 0.21% | 0.27% | 0.43% | Q4 2019 | Q4 2021 | 9 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.06% | 0.37% | Q4 2016 | Q2 2023 | 9 |
Edge Wealth Management LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 9 |
Sullivan, Bruyette, Speros & Blaney, LLC | 8 | 1 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q1 2021 | 9 |
Ifrah Financial Services, Inc. | 4 | 2 | 0.06% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 9 |
Rathbones Group PLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 9 |
Ciovacco Capital Management LLC | 5 | 1 | 0.16% | 3.08% | 7.09% | Q4 2020 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.08% | 0.44% | 1.02% | Q2 2013 | Q2 2015 | 9 |
MCF Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2021 | 9 |
Sonora Investment Management, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 9 |
Intellectus Partners, LLC | 8 | 1 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q1 2019 | 9 |
TrinityPoint Wealth, LLC | 9 | 9 | 0.05% | 0.13% | 0.18% | Q3 2021 | Q3 2023 | 9 |
MBL Wealth, LLC | 7 | 2 | 0.14% | 0.19% | 0.32% | Q4 2020 | Q3 2023 | 9 |
Altshuler Shaham Ltd | 9 | 9 | 0.03% | 0.06% | 0.14% | Q3 2020 | Q3 2022 | 9 |
Bridgewater Wealth & Financial Management, LLC | 8 | 1 | 0.15% | 0.17% | 0.20% | Q4 2014 | Q2 2017 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
CAMBRIDGE TRUST CO | 8 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 9 |
NORTHSTAR WEALTH PARTNERS LLC | 9 | 9 | 0.10% | 0.20% | 0.42% | Q3 2018 | Q3 2020 | 9 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 6 | 3 | 0.15% | 0.89% | 1.25% | Q4 2020 | Q3 2023 | 9 |
MONEY CONCEPTS CAPITAL CORP | 7 | 2 | 0.02% | 0.05% | 0.17% | Q4 2020 | Q3 2023 | 9 |
Integrated Wealth Management | 9 | 9 | 0.11% | 0.14% | 0.16% | Q1 2015 | Q1 2017 | 9 |
Financial Advisors, LLC | 6 | 3 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 9 |
HCR Wealth Advisors | 9 | 9 | 0.08% | 0.67% | 1.14% | Q3 2021 | Q3 2023 | 9 |
Texas Yale Capital Corp. | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q3 2015 | 9 |
Weatherstone Capital Management | 5 | 1 | 0.50% | 1.31% | 2.95% | Q2 2014 | Q1 2019 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.19% | 0.35% | 0.48% | Q4 2021 | Q4 2023 | 9 |
FormulaFolio Investments, LLC | 4 | 2 | 0.00% | 0.17% | 0.73% | Q4 2016 | Q2 2021 | 9 |
Avidian Wealth Solutions, LLC | 8 | 1 | 0.03% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 9 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 1 | 0.06% | 0.55% | 3.83% | Q4 2014 | Q3 2023 | 9 |
Brendel Financial Advisors LLC | 9 | 9 | 0.30% | 0.60% | 1.51% | Q1 2020 | Q1 2022 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.19% | 0.25% | 0.32% | Q3 2021 | Q3 2023 | 9 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q2 2023 | 9 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
HL FINANCIAL SERVICES LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 9 |
PATTON ALBERTSON MILLER GROUP, LLC | 9 | 9 | 0.97% | 1.16% | 1.35% | Q3 2021 | Q3 2023 | 9 |
Jackson Wealth Management, LLC | 8 | 1 | 0.33% | 0.46% | 0.57% | Q3 2019 | Q4 2021 | 9 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 5 | 1 | 0.11% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 9 |
JB Capital LLC | 9 | 9 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
TNF LLC | 9 | 9 | 0.17% | 0.19% | 0.20% | Q3 2021 | Q3 2023 | 9 |
EATON VANCE MANAGEMENT | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 9 |
IAG Wealth Partners, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 9 |
Savant Capital, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
TrueWealth Advisors, LLC | 6 | 3 | 0.09% | 0.14% | 0.26% | Q4 2020 | Q3 2023 | 9 |
Miller Investment Management, LP | 9 | 9 | 3.82% | 4.09% | 4.76% | Q1 2020 | Q1 2022 | 9 |
Grace Capital | 5 | 1 | 0.18% | 0.39% | 0.67% | Q1 2019 | Q3 2021 | 9 |
Quantitative Investment Management, LLC | 3 | 1 | 0.02% | 0.22% | 0.48% | Q2 2018 | Q3 2023 | 9 |
Tranquilli Financial Advisor LLC | 6 | 3 | 1.56% | 3.01% | 3.85% | Q4 2020 | Q3 2023 | 9 |
EXENCIAL WEALTH ADVISORS, LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Investors Financial Group, LLC | 9 | 9 | 1.47% | 1.73% | 1.83% | Q4 2019 | Q4 2021 | 9 |
Bremer Bank National Association | 9 | 9 | 0.16% | 0.25% | 0.33% | Q1 2019 | Q1 2021 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.12% | 0.15% | 0.17% | Q2 2018 | Q2 2020 | 9 |
Bank Julius Baer & Co. Ltd, Zurich | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Financial Council Asset Management Inc | 9 | 9 | 0.20% | 0.41% | 0.58% | Q3 2021 | Q3 2023 | 9 |
Cerro Pacific Wealth Advisors LLC | 8 | 1 | 0.12% | 0.16% | 0.22% | Q4 2020 | Q1 2023 | 9 |
Goodwin Investment Advisory | 9 | 9 | 0.02% | 0.32% | 0.90% | Q4 2020 | Q4 2022 | 9 |
COMERICA SECURITIES,INC. | 9 | 9 | 0.02% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Continuum Advisory, LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Onyx Bridge Wealth Group LLC | 9 | 9 | 0.18% | 0.26% | 0.36% | Q3 2021 | Q3 2023 | 9 |
SII INVESTMENTS INC/WI | 8 | 1 | 0.03% | 0.09% | 0.16% | Q3 2015 | Q4 2017 | 9 |
AdvicePeriod, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q2 2021 | 9 |
Garrison Asset Management, LLC | 6 | 1 | 0.11% | 0.13% | 0.15% | Q4 2019 | Q3 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
ROTHSCHILD INVESTMENT LLC /IL | 5 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
FourThought Financial, LLC | 8 | 8 | 0.20% | 0.22% | 0.31% | Q4 2020 | Q3 2022 | 8 |
Heritage Investment Group, Inc. | 8 | 8 | 0.41% | 1.25% | 2.90% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.28% | 0.54% | 0.84% | Q4 2021 | Q3 2023 | 8 |
Hanlon Investment Management, Inc. | 8 | 8 | 1.39% | 1.63% | 2.35% | Q3 2020 | Q2 2022 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.14% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.44% | 3.21% | 12.49% | Q4 2021 | Q3 2023 | 8 |
Brand Asset Management Group, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2021 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 2.05% | 2.30% | 2.62% | Q4 2021 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.18% | 0.18% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Scissortail Wealth Management, LLC | 8 | 8 | 0.19% | 0.29% | 0.44% | Q4 2021 | Q3 2023 | 8 |
WMG Financial Advisors, LLC | 8 | 8 | 0.16% | 0.62% | 1.04% | Q4 2021 | Q3 2023 | 8 |
VisionPoint Advisory Group, LLC | 5 | 1 | 0.03% | 0.42% | 1.40% | Q4 2018 | Q2 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.12% | 0.17% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Selective Wealth Management, Inc. | 5 | 3 | 0.15% | 0.26% | 0.36% | Q4 2021 | Q4 2023 | 8 |
LVM CAPITAL MANAGEMENT LTD/MI | 7 | 1 | 0.13% | 0.15% | 0.18% | Q2 2013 | Q3 2016 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FOREFRONT WEALTH MANAGEMENT INC. | 8 | 8 | 1.27% | 1.44% | 1.71% | Q4 2021 | Q3 2023 | 8 |
Emery Howard Portfolio Management, Inc. | 7 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q4 2021 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.48% | 0.51% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.20% | 0.24% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CAHILL FINANCIAL ADVISORS INC | 6 | 1 | 0.03% | 0.16% | 0.26% | Q4 2019 | Q1 2022 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q1 2018 | 8 |
Round Table Services, LLC | 8 | 8 | 0.19% | 0.25% | 0.37% | Q4 2020 | Q3 2022 | 8 |
BlackDiamond Wealth Management, LLC | 8 | 8 | 0.28% | 0.34% | 0.48% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.07% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
TELEMUS CAPITAL, LLC | 6 | 1 | 0.02% | 0.08% | 0.11% | Q1 2020 | Q4 2022 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.14% | 0.71% | 2.58% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.14% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.24% | 0.28% | 0.33% | Q1 2021 | Q3 2023 | 8 |
CAPITAL MANAGEMENT CORP /VA | 8 | 8 | 0.07% | 0.08% | 0.09% | Q1 2014 | Q4 2015 | 8 |
Octavia Wealth Advisors, LLC | 5 | 3 | 0.05% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 8 |
Oakworth Capital, Inc. | 5 | 3 | 0.03% | 0.05% | 0.09% | Q4 2015 | Q2 2019 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.02% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Paragon Wealth Strategies, LLC | 8 | 8 | 0.12% | 0.15% | 0.19% | Q2 2020 | Q1 2022 | 8 |
NEW ENGLAND ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MY Wealth Management Inc. | 8 | 8 | 8.14% | 10.14% | 13.55% | Q4 2021 | Q3 2023 | 8 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Lokken Investment Group LLC | 5 | 1 | 0.14% | 0.19% | 0.23% | Q2 2021 | Q3 2023 | 8 |
Annapolis Financial Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WULFF, HANSEN & CO. | 8 | 8 | 3.83% | 4.43% | 5.25% | Q4 2021 | Q3 2023 | 8 |
Fountainhead AM, LLC | 8 | 8 | 0.09% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Regis Management CO LLC | 5 | 3 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 8 |
EVERETT HARRIS & CO /CA/ | 6 | 2 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 8 |
Circle Wealth Management, LLC | 6 | 2 | 0.01% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 8 |
LVW Advisors, LLC | 8 | 8 | 0.16% | 0.19% | 0.23% | Q3 2018 | Q2 2020 | 8 |
MCDANIEL TERRY & CO | 8 | 8 | 0.03% | 0.07% | 0.09% | Q3 2019 | Q2 2021 | 8 |
Curran Financial Partners, LLC | 4 | 1 | 4.94% | 7.21% | 8.59% | Q4 2020 | Q2 2023 | 8 |
Mirae Asset Global Investments Co., Ltd. | 8 | 8 | 0.02% | 0.04% | 0.10% | Q4 2019 | Q3 2021 | 8 |
Tennessee Valley Asset Management Partners | 6 | 2 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q4 2022 | 8 |
Bluesphere Advisors, LLC | 7 | 1 | 0.16% | 0.31% | 0.39% | Q4 2020 | Q2 2023 | 8 |
Taylor & Morgan Wealth Management, LLC | 8 | 8 | 0.23% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 8 |
CPWM, LLC | 4 | 4 | 0.04% | 0.10% | 0.46% | Q2 2020 | Q3 2022 | 8 |
Graypoint LLC | 8 | 8 | 0.05% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 8 |
FLAGSTAR ADVISORS INC | 8 | 8 | 0.19% | 0.24% | 0.27% | Q3 2021 | Q2 2023 | 8 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 0.97% | 1.22% | 2.16% | Q4 2019 | Q3 2023 | 8 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Relative Value Partners, LLC | 8 | 8 | 1.16% | 1.23% | 1.30% | Q2 2013 | Q1 2015 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.02% | 0.05% | 0.06% | Q4 2019 | Q3 2021 | 8 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 8 | 8 | 3.21% | 5.39% | 7.01% | Q4 2016 | Q3 2018 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 8 | 8 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q4 2016 | 8 |
DAVIS R M INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
MONETARY MANAGEMENT GROUP INC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
WOODMONT INVESTMENT COUNSEL LLC | 5 | 1 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q3 2016 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q4 2018 | 8 |
GHP Investment Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CFS Investment Advisory Services, LLC | 5 | 3 | 0.04% | 0.43% | 2.91% | Q3 2021 | Q3 2023 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 2.76% | 4.78% | 6.64% | Q4 2020 | Q3 2023 | 8 |
Clear Creek Financial Management, LLC | 4 | 1 | 0.04% | 0.07% | 0.26% | Q2 2020 | Q2 2023 | 8 |
GOFEN & GLOSSBERG LLC /IL/ | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Column Capital Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FINANCIAL ADVISORY PARTNERS, LLC | 8 | 8 | 1.47% | 1.64% | 1.86% | Q4 2021 | Q3 2023 | 8 |
Rockwood Wealth Management, LLC | 8 | 8 | 0.14% | 0.19% | 0.29% | Q4 2021 | Q3 2023 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 1.52% | 1.68% | 1.80% | Q4 2021 | Q3 2023 | 8 |
Compass Financial Group, Inc. | 8 | 8 | 3.84% | 4.67% | 6.54% | Q1 2020 | Q4 2021 | 8 |
Bensler, LLC | 8 | 8 | 0.13% | 0.18% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Spruce Investment Advisors LLC | 4 | 4 | 0.02% | 0.60% | 1.26% | Q4 2014 | Q3 2017 | 8 |
Mayfair Advisory Group, LLC | 6 | 2 | 0.25% | 0.35% | 0.45% | Q4 2020 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.34% | 0.56% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Golden State Wealth Management, LLC | 4 | 1 | 0.04% | 0.09% | 0.12% | Q1 2019 | Q1 2022 | 8 |
Round Rock Advisors, LLC | 8 | 8 | 0.56% | 0.70% | 1.02% | Q4 2021 | Q3 2023 | 8 |
First American Bank | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q4 2017 | 8 |
RETIREMENT GUYS FORMULA LLC | 8 | 8 | 0.81% | 1.13% | 1.24% | Q4 2021 | Q3 2023 | 8 |
Warwick Investment Management, Inc. | 8 | 8 | 0.24% | 0.32% | 0.43% | Q4 2021 | Q3 2023 | 8 |
W ADVISORS, LLC | 8 | 8 | 0.52% | 0.90% | 1.88% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.19% | 0.20% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.48% | 0.59% | 0.69% | Q4 2021 | Q3 2023 | 8 |
CCG WEALTH MANAGEMENT, LLC | 5 | 3 | 0.12% | 0.21% | 0.40% | Q2 2021 | Q3 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.40% | 0.52% | 0.60% | Q4 2021 | Q3 2023 | 8 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 8 | 8 | 1.75% | 2.97% | 3.86% | Q4 2021 | Q3 2023 | 8 |
PROVENCE WEALTH MANAGEMENT GROUP | 8 | 8 | 0.18% | 0.27% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.21% | 0.26% | 0.35% | Q4 2021 | Q3 2023 | 8 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 8 | 8 | 0.58% | 0.69% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.94% | 2.17% | 2.67% | Q4 2021 | Q3 2023 | 8 |
Leo H. Evart, Inc. | 8 | 8 | 0.70% | 0.87% | 1.07% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 1.57% | 1.66% | 1.83% | Q4 2021 | Q3 2023 | 8 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.13% | 0.55% | Q2 2013 | Q3 2019 | 8 |
Security Financial Services, INC. | 8 | 8 | 1.09% | 1.31% | 1.68% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.20% | 0.36% | 0.77% | Q4 2021 | Q3 2023 | 8 |
Providence Capital Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 8 |
Altavista Wealth Management, Inc. | 7 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q4 2021 | 8 |
MATHER GROUP, LLC. | 7 | 1 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 1.99% | 2.27% | 2.84% | Q4 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.93% | 1.28% | 1.64% | Q4 2021 | Q3 2023 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Autumn Glory Partners, LLC | 8 | 8 | 0.44% | 0.62% | 0.84% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 8 | 8 | 0.14% | 0.25% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Lloyd Advisory Services, LLC. | 6 | 1 | 0.00% | 0.45% | 1.42% | Q4 2019 | Q1 2022 | 8 |
Marion Wealth Management | 8 | 8 | 1.00% | 1.13% | 1.33% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Capstone Financial Advisors, Inc. | 5 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 0.23% | 0.26% | 0.30% | Q4 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.50% | 0.56% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.20% | 0.30% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Kellett Wealth Advisors, LLC | 8 | 8 | 0.41% | 0.62% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Leeward Financial Partners, LLC | 8 | 8 | 3.55% | 4.76% | 5.85% | Q4 2021 | Q3 2023 | 8 |
Dakota Wealth Management | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 3.18% | 3.61% | 4.03% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Lauterbach Financial Advisors, LLC | 8 | 8 | 0.31% | 0.37% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.46% | 0.54% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
New Millennium Group LLC | 8 | 8 | 0.12% | 2.26% | 3.77% | Q4 2021 | Q3 2023 | 8 |
SOUTHERN CAPITAL ADVISORS, LLC | 8 | 8 | 0.34% | 0.40% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Brown Miller Wealth Management, LLC | 8 | 8 | 0.18% | 0.18% | 0.19% | Q4 2020 | Q3 2022 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.09% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Alera Investment Advisors, LLC | 6 | 1 | 0.00% | 0.12% | 0.16% | Q1 2019 | Q3 2023 | 7 |
BlackRock Investment Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 7 |
Southern Farm Bureau Life Insurance | 7 | 7 | 0.06% | 0.14% | 0.20% | Q4 2020 | Q2 2022 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q2 2014 | Q4 2015 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Kinloch Capital, LLC | 3 | 2 | 0.16% | 5.99% | 12.08% | Q4 2020 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Well Done, LLC | 7 | 7 | 0.06% | 0.13% | 0.18% | Q1 2021 | Q3 2022 | 7 |
ROBSHAW & JULIAN ASSOCIATES INC | 7 | 7 | 0.16% | 0.19% | 0.23% | Q4 2015 | Q2 2017 | 7 |
MAIRS & POWER INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.46% | 0.57% | 0.75% | Q4 2019 | Q2 2021 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 7 |
HOWLAND CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.25% | 0.27% | 0.29% | Q4 2016 | Q2 2018 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.06% | 0.14% | 0.21% | Q1 2022 | Q3 2023 | 7 |
TTP Investments, Inc. | 3 | 2 | 0.16% | 7.23% | 16.45% | Q3 2019 | Q3 2023 | 7 |
SVA Wealth Management, LLC | 4 | 3 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q4 2020 | 7 |
BREMER TRUST NATIONAL ASSOCIATION | 7 | 7 | 0.14% | 0.18% | 0.21% | Q2 2017 | Q4 2018 | 7 |
BAIRD ROBERT W & CO INC /WI/ | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2015 | 7 |
MEEDER ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 7 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 1 | 0.01% | 0.03% | 0.13% | Q4 2017 | Q2 2021 | 7 |
CANANDAIGUA NATIONAL CORP | 7 | 7 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Lenox Wealth Advisors, LLC | 4 | 3 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q1 2022 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.12% | 0.16% | Q2 2013 | Q3 2014 | 7 |
NVWM, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2020 | 7 |
STOCK YARDS BANK & TRUST CO | 6 | 1 | 0.01% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 7 |
BARING ASSET MANAGEMENT Ltd | 4 | 3 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q2 2016 | 7 |
LeJeune Puetz Investment Counsel LLC | 3 | 1 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q4 2021 | 7 |
Financial Management Professionals, Inc. | 6 | 1 | 0.00% | 0.18% | 1.26% | Q2 2016 | Q1 2023 | 7 |
Global Financial Private Capital, Inc | 7 | 7 | 0.02% | 0.03% | 0.07% | Q3 2017 | Q1 2019 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
ALTFEST L J & CO INC | 6 | 1 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q2 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 1.03% | 1.14% | 1.23% | Q1 2022 | Q3 2023 | 7 |
Redwood Investment Management, LLC | 7 | 7 | 0.08% | 0.10% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 0.14% | 0.18% | 0.26% | Q4 2021 | Q3 2023 | 7 |
Stephens Consulting, LLC | 7 | 7 | 0.00% | 0.07% | 0.16% | Q4 2021 | Q2 2023 | 7 |
CUMBERLAND ADVISORS INC | 7 | 7 | 0.09% | 0.47% | 0.85% | Q3 2014 | Q1 2016 | 7 |
WRAPMANAGER INC | 7 | 7 | 1.43% | 1.66% | 2.00% | Q3 2012 | Q1 2014 | 7 |
AMERICAN NATIONAL BANK | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 1.36% | 1.54% | 1.69% | Q1 2022 | Q3 2023 | 7 |
ESG Planning | 7 | 7 | 0.52% | 3.68% | 6.93% | Q1 2022 | Q3 2023 | 7 |
Financial Guidance Group, Inc. | 7 | 7 | 0.33% | 0.38% | 0.43% | Q1 2022 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 1.31% | 1.53% | 1.69% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.14% | 0.20% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.75% | 0.92% | 1.19% | Q1 2022 | Q3 2023 | 7 |
Crewe Advisors LLC | 7 | 7 | 0.01% | 0.78% | 1.62% | Q1 2022 | Q3 2023 | 7 |
IPG Investment Advisors LLC | 5 | 2 | 0.04% | 0.07% | 0.12% | Q1 2021 | Q2 2023 | 7 |
apricus wealth, LLC | 7 | 7 | 0.36% | 0.41% | 0.52% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
WEALTHFRONT Corp | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 7 |
Blackston Financial Advisory Group, LLC | 7 | 7 | 1.47% | 1.76% | 2.26% | Q4 2021 | Q2 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q2 2023 | 7 |
BSW Wealth Partners | 4 | 1 | 0.04% | 0.09% | 0.22% | Q4 2019 | Q2 2023 | 7 |
Stegent Equity Advisors, Inc. | 4 | 3 | 0.22% | 0.27% | 0.33% | Q4 2021 | Q3 2023 | 7 |
Magnolia Wealth Management, LLC | 4 | 3 | 3.81% | 5.27% | 7.12% | Q4 2021 | Q3 2023 | 7 |
Foundations Investment Advisors, LLC | 3 | 1 | 0.01% | 1.27% | 8.33% | Q2 2020 | Q3 2023 | 7 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 4 | 3 | 0.23% | 0.31% | 0.42% | Q4 2021 | Q3 2023 | 7 |
Cavalier Investments, LLC | 4 | 1 | 0.10% | 0.91% | 1.39% | Q1 2018 | Q2 2020 | 7 |
TCWP LLC | 7 | 7 | 0.09% | 0.40% | 1.47% | Q4 2021 | Q2 2023 | 7 |
Steward Financial Group LLC | 4 | 3 | 0.05% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 7 |
Congress Wealth Management LLC / DE / | 7 | 7 | 0.01% | 0.03% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Bell Rock Capital LLC | 2 | 1 | 0.01% | 0.42% | 0.66% | Q2 2017 | Q3 2022 | 7 |
Accuvest Global Advisors | 7 | 7 | 0.18% | 1.00% | 2.24% | Q4 2013 | Q2 2015 | 7 |
Masso Torrence Wealth Management Inc. | 4 | 3 | 0.16% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 7 |
JANUS HENDERSON GROUP PLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 7 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 3 | 0.00% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 7 |
THEORY FINANCIAL LLC | 4 | 3 | 2.08% | 2.31% | 2.60% | Q4 2021 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Delos Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 7 |
Bradley & Co. Private Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Canvas Wealth Advisors, LLC | 7 | 7 | 0.09% | 0.15% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Van Leeuwen & Company, LLC | 7 | 7 | 0.13% | 0.16% | 0.22% | Q2 2020 | Q4 2021 | 7 |
FundX Investment Group, LLC | 7 | 7 | 0.18% | 1.60% | 2.59% | Q2 2019 | Q4 2020 | 7 |
Sovereign Financial Group, Inc. | 7 | 7 | 0.09% | 0.13% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Crestone Asset Management LLC | 7 | 7 | 0.05% | 0.31% | 0.45% | Q1 2022 | Q3 2023 | 7 |
RFG HOLDINGS, INC. | 7 | 7 | 4.07% | 4.76% | 5.59% | Q4 2020 | Q2 2022 | 7 |
TCF National Bank | 7 | 7 | 0.09% | 0.11% | 0.14% | Q3 2019 | Q1 2021 | 7 |
Callahan Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.08% | 0.23% | 0.38% | Q2 2013 | Q4 2014 | 7 |
BLB&B Advisors, LLC | 7 | 7 | 0.03% | 0.06% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Ruggie Capital Group | 5 | 1 | 0.02% | 0.02% | 0.04% | Q2 2017 | Q3 2019 | 7 |
Trust Co | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Farmers National Bank | 5 | 2 | 0.11% | 0.50% | 0.83% | Q2 2017 | Q2 2019 | 7 |
QCI ASSET MANAGEMENT INC/NY | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2020 | 7 |
One Charles Private Wealth Services, LLC | 3 | 2 | 0.14% | 0.54% | 1.33% | Q3 2021 | Q3 2023 | 7 |
CGN Advisors LLC | 5 | 2 | 0.05% | 0.09% | 0.18% | Q1 2021 | Q3 2023 | 7 |
PICTET ASSET MANAGEMENT SA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Journey Advisory Group, LLC | 7 | 7 | 0.13% | 0.16% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Bruderman Asset Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2018 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.05% | 0.11% | 0.25% | Q1 2021 | Q4 2022 | 7 |
Soltis Investment Advisors LLC | 3 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 7 |
Sage Mountain Advisors LLC | 4 | 3 | 0.01% | 0.52% | 1.21% | Q3 2021 | Q3 2023 | 7 |
Ten Capital Wealth Advisors, LLC | 4 | 3 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 7 |
Joule Financial, LLC | 6 | 6 | 2.68% | 3.79% | 5.25% | Q2 2022 | Q3 2023 | 6 |
IMA Wealth, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2019 | 6 |
Avondale Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Quantbot Technologies LP | 6 | 6 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q2 2023 | 6 |
KENNICOTT CAPITAL MANAGEMENT LLC | 4 | 2 | 0.13% | 0.17% | 0.20% | Q2 2021 | Q4 2022 | 6 |
PineBridge Investments, L.P. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 6 |
Frisch Financial Group, Inc. | 4 | 2 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 6 |
KLS Professional Advisors Group, LLC | 6 | 6 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q1 2019 | 6 |
Key Client Fiduciary Advisors, LLC | 4 | 2 | 0.14% | 0.18% | 0.21% | Q4 2021 | Q3 2023 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 1.06% | 1.28% | 1.37% | Q4 2021 | Q1 2023 | 6 |
Checchi Capital Advisers, LLC | 6 | 6 | 0.19% | 0.33% | 0.54% | Q2 2022 | Q3 2023 | 6 |
EFG Asset Management (Americas) Corp. | 6 | 6 | 0.05% | 0.07% | 0.09% | Q4 2013 | Q1 2015 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Accurate Wealth Management, LLC | 4 | 1 | 0.03% | 0.19% | 0.31% | Q2 2021 | Q3 2023 | 6 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 6 | 6 | 0.21% | 1.12% | 3.88% | Q4 2020 | Q1 2022 | 6 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q2 2023 | 6 |
Ignite Planners, LLC | 4 | 2 | 0.14% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.64% | 0.91% | 1.01% | Q2 2022 | Q3 2023 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 0.22% | 0.46% | 0.64% | Q2 2022 | Q3 2023 | 6 |
Francis Financial, Inc. | 6 | 6 | 0.18% | 0.39% | 0.56% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Spectrum Planning & Advisory Services Inc. | 6 | 6 | 0.26% | 0.27% | 0.29% | Q4 2020 | Q1 2022 | 6 |
Cheviot Value Management, LLC | 4 | 1 | 0.04% | 0.23% | 0.48% | Q4 2017 | Q2 2023 | 6 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.10% | 0.15% | 0.24% | Q4 2021 | Q3 2023 | 6 |
TAIYO LIFE INSURANCE CO | 6 | 6 | 1.98% | 7.63% | 10.37% | Q2 2022 | Q3 2023 | 6 |
NewSquare Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 6 |
Icon Wealth Partners, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2021 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2021 | 6 |
Colonial River Wealth Management, LLC | 5 | 1 | 0.15% | 0.33% | 0.96% | Q4 2020 | Q2 2023 | 6 |
CENTRAL BANK & TRUST CO | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2020 | 6 |
BOSTON PRIVATE BANK & TRUST CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 6 |
Renasant Bank | 6 | 6 | 0.25% | 0.26% | 0.28% | Q4 2020 | Q1 2022 | 6 |
Allegis Investment Advisors, LLC | 3 | 1 | 0.04% | 0.07% | 0.10% | Q4 2015 | Q4 2017 | 6 |
COOKSON PEIRCE & CO INC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
WBI INVESTMENTS, LLC | 4 | 1 | 0.06% | 0.08% | 0.15% | Q3 2018 | Q1 2022 | 6 |
Engrave Wealth Partners LLC | 6 | 6 | 2.65% | 3.23% | 4.16% | Q4 2019 | Q1 2021 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Newman Dignan & Sheerar, Inc. | 4 | 2 | 0.04% | 0.07% | 0.08% | Q2 2021 | Q2 2023 | 6 |
WestEnd Advisors, LLC | 6 | 6 | 0.05% | 0.06% | 0.09% | Q3 2014 | Q4 2015 | 6 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2022 | 6 |
Telos Capital Management, Inc. | 6 | 6 | 0.24% | 0.33% | 0.39% | Q3 2013 | Q4 2014 | 6 |
EXANE DERIVATIVES | 4 | 1 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q1 2022 | 6 |
SENTINEL TRUST CO LBA | 5 | 1 | 0.05% | 0.33% | 0.50% | Q1 2022 | Q3 2023 | 6 |
HERITAGE INVESTORS MANAGEMENT CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
CBIZ Investment Advisory Services, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 6 |
Gleason Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Giralda Advisors, LLC | 6 | 6 | 0.10% | 0.13% | 0.15% | Q1 2015 | Q2 2016 | 6 |
Aveo Capital Partners, LLC | 6 | 6 | 0.03% | 0.07% | 0.11% | Q2 2022 | Q3 2023 | 6 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 4 | 2 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 6 |
Zions Bancorporation, N.A. | 4 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2021 | 6 |
IBEX WEALTH ADVISORS | 4 | 1 | 0.02% | 0.24% | 0.37% | Q4 2016 | Q1 2022 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 1.12% | 3.47% | 7.83% | Q2 2022 | Q3 2023 | 6 |
FFT WEALTH MANAGEMENT LLC | 6 | 6 | 0.10% | 0.23% | 0.56% | Q4 2020 | Q1 2022 | 6 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 6 |
ZWJ INVESTMENT COUNSEL INC | 4 | 2 | 0.04% | 0.05% | 0.07% | Q1 2017 | Q1 2020 | 6 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2021 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2017 | 6 |
Smithfield Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WILLIAMS JONES & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q2 2019 | 6 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.05% | 0.15% | Q1 2018 | Q2 2023 | 6 |
Syntal Capital Partners, LLC | 6 | 6 | 0.36% | 0.95% | 1.51% | Q4 2017 | Q1 2019 | 6 |
SEAVIEW INVESTMENT MANAGERS LLC | 4 | 2 | 0.08% | 0.84% | 1.16% | Q3 2020 | Q1 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.10% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
WESPAC Advisors, LLC | 6 | 6 | 0.41% | 0.92% | 1.22% | Q2 2013 | Q3 2014 | 6 |
Cassady Schiller Wealth Management, LLC | 4 | 2 | 0.11% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.15% | 0.28% | 0.48% | Q4 2021 | Q3 2023 | 6 |
American Trust | 6 | 6 | 0.48% | 0.59% | 0.70% | Q1 2022 | Q2 2023 | 6 |
Capital Advisors, Ltd. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
BERRY GROUP, LLC | 5 | 5 | 0.45% | 0.60% | 0.67% | Q4 2019 | Q4 2020 | 5 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.02% | 0.09% | Q4 2020 | Q3 2023 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 1.73% | 1.99% | 2.28% | Q4 2021 | Q4 2022 | 5 |
STEEL GROVE CAPITAL ADVISORS, LLC | 4 | 1 | 0.11% | 0.42% | 0.57% | Q4 2018 | Q3 2023 | 5 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 5 | 5 | 0.02% | 0.10% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Costello Asset Management, INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
RIVERSEDGE ADVISORS, LLC | 5 | 5 | 0.11% | 0.24% | 0.30% | Q3 2022 | Q3 2023 | 5 |
GUYASUTA INVESTMENT ADVISORS INC | 3 | 2 | 0.04% | 0.05% | 0.07% | Q2 2017 | Q2 2020 | 5 |
Cardan Capital Partners, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2021 | 5 |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 5 | 5 | 11.50% | 11.89% | 12.38% | Q4 2020 | Q4 2021 | 5 |
EPG Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
Bridgewater Advisors Inc. | 5 | 5 | 0.05% | 0.07% | 0.11% | Q1 2021 | Q1 2022 | 5 |
Destination Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 5 |
Laird Norton Wetherby Trust Company, LLC | 5 | 5 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q4 2022 | 5 |
San Luis Wealth Advisors LLC | 5 | 5 | 0.14% | 0.22% | 0.31% | Q3 2022 | Q3 2023 | 5 |
EUDAIMONIA ADVISORS LLC | 3 | 2 | 0.29% | 1.50% | 2.45% | Q4 2021 | Q3 2023 | 5 |
VAN ECK ASSOCIATES CORP | 5 | 5 | 0.00% | 0.05% | 0.09% | Q2 2016 | Q2 2017 | 5 |
GILL CAPITAL PARTNERS, LLC | 5 | 5 | 0.25% | 0.31% | 0.38% | Q4 2022 | Q4 2023 | 5 |
ARS Investment Partners, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 5 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 5 | 5 | 1.57% | 2.15% | 2.95% | Q4 2014 | Q4 2015 | 5 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 5 | 5 | 0.05% | 0.09% | 0.11% | Q1 2016 | Q1 2017 | 5 |
Eagle Strategies LLC | 4 | 1 | 0.06% | 0.10% | 0.14% | Q4 2021 | Q2 2023 | 5 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q3 2016 | Q1 2020 | 5 |
MinichMacGregor Wealth Management, LLC | 3 | 2 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q3 2023 | 5 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 1 | 0.07% | 0.09% | 0.10% | Q2 2018 | Q3 2023 | 5 |
NorthLanding Financial Partners, LLC | 5 | 5 | 0.82% | 1.12% | 1.43% | Q3 2022 | Q3 2023 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.23% | 0.41% | Q3 2015 | Q3 2016 | 5 |
Sicart Associates LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q3 2021 | 5 |
Insight Inv LLC | 5 | 5 | 0.22% | 0.24% | 0.29% | Q4 2021 | Q4 2022 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Chemistry Wealth Management LLC | 4 | 1 | 0.07% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 5 |
Burleson & Company, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2023 | 5 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 1 | 0.02% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 5 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 4 | 1 | 0.24% | 0.30% | 0.37% | Q1 2022 | Q3 2023 | 5 |
Barrett Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Omnia Family Wealth, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 5 |
Mystic Asset Management, Inc. | 3 | 2 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 5 |
Eagle Bay Advisors LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q1 2019 | 5 |
Polianta Ltd | 2 | 1 | 1.75% | 2.47% | 4.38% | Q4 2016 | Q2 2018 | 5 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 2 | 1.40% | 2.36% | 3.31% | Q4 2014 | Q2 2023 | 5 |
Homrich & Berg | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2021 | 5 |
BTS Asset Management, Inc. | 3 | 2 | 0.09% | 0.19% | 0.49% | Q1 2022 | Q2 2023 | 5 |
Kingfisher Capital LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Rinkey Investments | 5 | 5 | 0.20% | 0.25% | 0.32% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PARK NATIONAL CORP /OH/ | 5 | 5 | 1.04% | 1.26% | 1.39% | Q4 2022 | Q4 2023 | 5 |
Acorn Wealth Advisors, LLC | 3 | 2 | 0.05% | 0.12% | 0.17% | Q1 2018 | Q3 2023 | 5 |
Spectrum Management Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 5 |
Nan Shan Life Insurance Co., Ltd. | 5 | 5 | 0.01% | 0.02% | 0.07% | Q2 2018 | Q2 2019 | 5 |
Allianz Asset Management GmbH | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 5 |
AMP Capital Investors Ltd | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Cyrus J. Lawrence, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.07% | 0.18% | Q4 2013 | Q4 2017 | 5 |
Advisory Resource Group | 3 | 2 | 0.06% | 0.11% | 0.14% | Q3 2020 | Q3 2023 | 5 |
Strategic Family Wealth Counselors, L.L.C. | 4 | 1 | 0.12% | 0.25% | 0.36% | Q4 2021 | Q3 2023 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Next Capital Management LLC | 5 | 5 | 0.16% | 0.32% | 0.39% | Q3 2022 | Q3 2023 | 5 |
WealthShield Partners, LLC | 4 | 1 | 0.01% | 0.39% | 0.87% | Q3 2018 | Q1 2021 | 5 |
Core Wealth Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CMC Financial Group | 3 | 2 | 0.26% | 22.74% | 40.70% | Q1 2019 | Q2 2020 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MCDONALD PARTNERS LLC | 5 | 5 | 0.05% | 0.82% | 3.86% | Q4 2020 | Q4 2021 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q1 2015 | Q1 2016 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.21% | 0.22% | 0.23% | Q3 2015 | Q3 2016 | 5 |
Parkside Advisors LLC | 5 | 5 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q4 2023 | 5 |
New England Professional Planning Group Inc. | 5 | 5 | 0.13% | 0.15% | 0.19% | Q2 2021 | Q2 2022 | 5 |
Concentrum Wealth Management | 5 | 5 | 0.38% | 0.45% | 0.48% | Q3 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.49% | 0.58% | 0.66% | Q4 2021 | Q4 2022 | 5 |
Nadler Financial Group, Inc. | 2 | 1 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 5 |
CALTON & ASSOCIATES, INC. | 3 | 1 | 0.02% | 0.07% | 0.12% | Q4 2017 | Q2 2023 | 5 |
SP Asset Management | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 5 |
Cresta Advisors, Ltd. | 5 | 5 | 0.16% | 0.28% | 0.42% | Q3 2022 | Q3 2023 | 5 |
Total Wealth Planning, LLC | 4 | 1 | 0.06% | 0.12% | 0.15% | Q4 2020 | Q1 2022 | 5 |
Marks Wealth, LLC | 3 | 2 | 1.65% | 11.36% | 18.59% | Q4 2020 | Q1 2022 | 5 |
Bank of Kentucky, Inc. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q1 2014 | Q1 2015 | 5 |
FUKOKU MUTUAL LIFE INSURANCE Co | 3 | 2 | 0.63% | 1.04% | 1.94% | Q3 2014 | Q4 2015 | 5 |
Transform Wealth, LLC | 3 | 2 | 0.36% | 0.53% | 0.83% | Q2 2019 | Q3 2020 | 5 |
Adero Partners, LLC | 4 | 1 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 5 |
FORBES J M & CO LLP | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 7.27% | 9.66% | 11.07% | Q4 2022 | Q4 2023 | 5 |
Ratio Wealth Group | 3 | 2 | 1.26% | 2.59% | 3.96% | Q2 2022 | Q3 2023 | 5 |
Vivaldi Capital Management LP | 5 | 5 | 0.06% | 0.11% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Forward Management, LLC | 5 | 5 | 0.35% | 0.46% | 0.71% | Q1 2017 | Q1 2018 | 5 |
CITY NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2015 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.50% | 0.55% | 0.61% | Q4 2021 | Q4 2022 | 5 |
Cascadia Advisory Services, LLC | 3 | 2 | 0.05% | 0.44% | 0.89% | Q2 2020 | Q3 2021 | 5 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Baltimore-Washington Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 5 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 5 |
SPRENG CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.16% | 0.16% | 0.17% | Q4 2020 | Q4 2021 | 5 |
Marcum Wealth, LLC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
10-15 ASSOCIATES, INC. | 4 | 4 | 0.11% | 0.20% | 0.26% | Q2 2015 | Q1 2016 | 4 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Gerber Kawasaki Wealth & Investment Management | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 4 |
Parker Investment Management, LLC | 3 | 1 | 0.03% | 12.22% | 23.98% | Q1 2022 | Q3 2023 | 4 |
Balentine LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Polaris Wealth Advisory Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2018 | 4 |
Independent Advisor Alliance | 2 | 1 | 0.05% | 0.30% | 0.98% | Q1 2017 | Q4 2019 | 4 |
Wealth & Pension Services Group, Inc. | 4 | 4 | 0.28% | 0.41% | 0.50% | Q4 2018 | Q3 2019 | 4 |
Fortis Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Summit X, LLC | 3 | 1 | 0.02% | 0.05% | 0.06% | Q3 2020 | Q4 2021 | 4 |
Narus Financial Partners, LLC | 2 | 2 | 0.13% | 0.15% | 0.18% | Q2 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 3 | 1 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q3 2019 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.55% | 0.71% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Conservest Capital Advisors, Inc. | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SNS Financial Group, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q1 2021 | 4 |
Gunma Bank,Ltd. | 1 | 1 | 0.48% | 1.45% | 3.17% | Q2 2020 | Q4 2022 | 4 |
Simply Money Advisors | 4 | 4 | 1.33% | 1.48% | 1.64% | Q2 2017 | Q1 2018 | 4 |
Redhawk Wealth Advisors, Inc. | 3 | 1 | 0.03% | 0.84% | 1.69% | Q4 2018 | Q3 2021 | 4 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.07% | 0.16% | Q1 2022 | Q3 2023 | 4 |
Smart Portfolios, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q2 2018 | Q1 2019 | 4 |
LITTLE HOUSE CAPITAL LLC | 4 | 4 | 0.27% | 0.28% | 0.30% | Q4 2018 | Q3 2019 | 4 |
Heritage Financial Services, LLC | 3 | 1 | 0.04% | 0.13% | 0.23% | Q4 2021 | Q3 2023 | 4 |
Retirement Planning Group, LLC | 4 | 4 | 0.18% | 0.24% | 0.37% | Q4 2022 | Q3 2023 | 4 |
IFC Holdings Incorporated/FL | 4 | 4 | 0.02% | 0.05% | 0.06% | Q1 2017 | Q4 2017 | 4 |
MBM Wealth Consultants, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Hobart Private Capital, LLC | 4 | 4 | 4.46% | 4.92% | 5.98% | Q4 2022 | Q3 2023 | 4 |
LS Investment Advisors, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q1 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.10% | 0.14% | Q3 2021 | Q3 2023 | 4 |
Gibson Capital, LLC | 4 | 4 | 0.11% | 0.17% | 0.25% | Q1 2014 | Q4 2014 | 4 |
Montecito Bank & Trust | 4 | 4 | 0.14% | 0.27% | 0.34% | Q1 2017 | Q4 2017 | 4 |
Keudell/Morrison Wealth Management | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2017 | 4 |
VERUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 4 |
Firestone Capital Management | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2021 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
CANTOR FITZGERALD, L. P. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q4 2021 | 4 |
Progressive Investment Management Corp | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 4 | 4 | 5.84% | 7.41% | 8.58% | Q4 2019 | Q3 2020 | 4 |
BADGLEY PHELPS & BELL INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q2 2019 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.04% | 0.05% | Q4 2019 | Q3 2021 | 4 |
Filbrandt Wealth Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.10% | Q4 2019 | Q3 2020 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.29% | 0.35% | 0.42% | Q4 2022 | Q3 2023 | 4 |
GRIMES & COMPANY, INC. | 4 | 4 | 0.02% | 0.05% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 1.84% | 1.99% | 2.16% | Q4 2022 | Q3 2023 | 4 |
Maple Capital Management, Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
TCG Advisory Services, LLC | 3 | 1 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 4 |
Tandem Wealth Advisors LLC | 4 | 4 | 3.36% | 3.88% | 4.20% | Q4 2022 | Q3 2023 | 4 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Privium Fund Management (UK) Ltd | 4 | 4 | 8.07% | 10.98% | 12.46% | Q4 2022 | Q3 2023 | 4 |
AAFMAA Wealth Management & Trust LLC | 4 | 4 | 0.09% | 1.50% | 2.10% | Q1 2021 | Q4 2021 | 4 |
1832 Asset Management L.P. | 4 | 4 | 0.29% | 0.37% | 0.48% | Q1 2014 | Q4 2014 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.10% | 0.24% | 0.30% | Q1 2021 | Q2 2022 | 4 |
Dentgroup LLC | 4 | 4 | 0.18% | 0.31% | 0.44% | Q1 2023 | Q4 2023 | 4 |
Systelligence, LLC | 4 | 4 | 0.92% | 1.29% | 1.63% | Q4 2019 | Q3 2020 | 4 |
Activest Wealth Management | 4 | 4 | 0.06% | 0.15% | 0.29% | Q1 2021 | Q4 2021 | 4 |
Badgley Phelps Wealth Managers, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q3 2022 | 4 |
Royal Capital Wealth Management, LLC | 4 | 4 | 0.32% | 0.38% | 0.44% | Q4 2021 | Q3 2022 | 4 |
AIRE ADVISORS, LLC | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2021 | Q3 2022 | 4 |
WEALTHSPAN PARTNERS, LLC | 3 | 1 | 0.16% | 0.21% | 0.25% | Q4 2021 | Q2 2023 | 4 |
Lansing Street Advisors | 4 | 4 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q2 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 8.28% | 8.93% | 9.40% | Q4 2022 | Q3 2023 | 4 |
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 4 | 4 | 0.26% | 0.29% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 0.16% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.16% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Whitford Management LLC | 4 | 4 | 0.39% | 0.45% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.99% | 1.03% | 1.11% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.53% | 0.59% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 1.43% | 1.60% | 1.71% | Q4 2022 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 1.49% | 1.61% | 1.74% | Q4 2022 | Q3 2023 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.25% | 0.29% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 0.52% | 0.55% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Olistico Wealth, LLC | 4 | 4 | 3.42% | 4.30% | 4.87% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.33% | 0.35% | 0.38% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.76% | 0.93% | 1.01% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 1.40% | 5.56% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 1.38% | 1.54% | 1.66% | Q4 2022 | Q3 2023 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 1.08% | 1.32% | 1.44% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.78% | 0.89% | 0.95% | Q4 2022 | Q3 2023 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.26% | 0.42% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Eley Financial Management, Inc | 4 | 4 | 2.02% | 2.22% | 2.36% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 4.71% | 5.96% | 7.02% | Q4 2022 | Q3 2023 | 4 |
Clifford Group, LLC | 4 | 4 | 1.19% | 2.15% | 2.78% | Q4 2022 | Q3 2023 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 2.14% | 3.86% | 8.47% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.46% | 0.62% | 0.72% | Q4 2022 | Q3 2023 | 4 |
FFG RETIREMENT ADVISORS LLC | 4 | 4 | 0.72% | 1.35% | 1.66% | Q4 2022 | Q3 2023 | 4 |
LUTS & GREENLEIGH GROUP, INC | 4 | 4 | 0.65% | 0.78% | 0.88% | Q4 2022 | Q3 2023 | 4 |
Hyperion Partners, LLC | 4 | 4 | 2.39% | 2.66% | 2.87% | Q4 2022 | Q3 2023 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 4.03% | 4.56% | 5.00% | Q4 2022 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.30% | 0.33% | 0.40% | Q2 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Sound Stewardship, LLC | 4 | 4 | 2.33% | 2.62% | 2.87% | Q4 2022 | Q3 2023 | 4 |
DEARBORN PARTNERS LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q1 2014 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.15% | 0.16% | 0.16% | Q3 2020 | Q2 2021 | 4 |
QCM Cayman, Ltd. | 4 | 4 | 0.60% | 0.74% | 0.83% | Q3 2020 | Q2 2021 | 4 |
WINTRUST INVESTMENTS LLC | 4 | 4 | 0.08% | 0.11% | 0.13% | Q2 2016 | Q1 2017 | 4 |
BANK OF THE WEST | 4 | 4 | 0.08% | 0.10% | 0.10% | Q3 2018 | Q2 2019 | 4 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
NICHOLS & PRATT ADVISERS LLP /MA | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 4 |
Itau Unibanco Holding S.A. | 4 | 4 | 0.00% | 0.33% | 0.63% | Q3 2016 | Q2 2017 | 4 |
VALLEY NATIONAL BANCORP | 4 | 4 | 0.25% | 0.53% | 0.68% | Q1 2014 | Q4 2014 | 4 |
COMMUNITY BANK SYSTEM, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2017 | Q3 2018 | 4 |
TOWER TRUST Co | 4 | 4 | 3.17% | 3.26% | 3.41% | Q2 2013 | Q1 2014 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CHURCHILL MANAGEMENT Corp | 2 | 1 | 0.01% | 5.03% | 6.96% | Q2 2018 | Q4 2019 | 4 |
RAY GERALD L & ASSOCIATES LTD | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2016 | Q3 2017 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.41% | 0.42% | 0.42% | Q4 2020 | Q3 2021 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.24% | 0.31% | 0.34% | Q4 2022 | Q3 2023 | 4 |
FIRST NIAGARA BANK | 4 | 4 | 0.06% | 0.08% | 0.09% | Q2 2015 | Q1 2016 | 4 |
MV CAPITAL MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
Private Advisory Group LLC | 4 | 4 | 0.13% | 0.15% | 0.17% | Q2 2018 | Q1 2019 | 4 |
Northstar Group, Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 4 |
Northside Capital Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q2 2019 | Q1 2020 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.73% | 1.14% | 2.35% | Q4 2014 | Q3 2015 | 4 |
Summit Financial Strategies, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.35% | 0.52% | 0.62% | Q4 2014 | Q3 2015 | 4 |
Turim 21 Investimentos Ltda. | 3 | 1 | 0.12% | 0.28% | 0.39% | Q1 2018 | Q1 2019 | 4 |
Tradewinds Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 4 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 2 | 1 | 1.59% | 2.02% | 2.24% | Q2 2013 | Q1 2015 | 3 |
Gotham Asset Management, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Forza Wealth Management, LLC | 3 | 3 | 0.46% | 0.50% | 0.53% | Q1 2023 | Q3 2023 | 3 |
Tarbox Family Office, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Barnett & Company, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SP Asset Management LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Signature Wealth Management Partners, LLC | 3 | 3 | 0.23% | 0.26% | 0.32% | Q1 2023 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.02% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Ionic Capital Management LLC | 3 | 3 | 0.01% | 0.08% | 0.11% | Q4 2014 | Q2 2015 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
WealthSpring Partners, LLC | 3 | 3 | 0.46% | 0.50% | 0.57% | Q3 2022 | Q1 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q2 2022 | 3 |
Windsor Capital Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
MONROE BANK & TRUST/MI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Terra Nova Asset Management LLC | 3 | 3 | 0.23% | 0.24% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Geneva Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Phoenix Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
MIDDLETON & CO INC/MA | 3 | 3 | 0.11% | 0.20% | 0.36% | Q3 2016 | Q1 2017 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.32% | 0.34% | 0.38% | Q4 2020 | Q2 2021 | 3 |
Johnson & White Wealth Management, LLC | 2 | 1 | 0.18% | 0.25% | 0.32% | Q3 2022 | Q2 2023 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 1.16% | 3.49% | Q4 2022 | Q2 2023 | 3 |
Colonial Trust Co / SC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 2 | 1 | 0.10% | 0.37% | 0.51% | Q4 2020 | Q4 2021 | 3 |
Americana Partners, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Castleview Partners, LLC | 2 | 1 | 0.02% | 0.06% | 0.10% | Q2 2021 | Q2 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Legacy Financial Strategies, LLC | 3 | 3 | 0.76% | 0.92% | 1.10% | Q4 2017 | Q2 2018 | 3 |
Three Bridge Wealth Advisors, LLC | 2 | 1 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 3 |
NTB Financial Corp | 3 | 3 | 2.20% | 2.44% | 2.63% | Q4 2021 | Q2 2022 | 3 |
Vontobel Holding Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
First City Capital Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Members Trust Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
FURE FINANCIAL CORP | 3 | 3 | 0.26% | 0.39% | 0.64% | Q2 2020 | Q4 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.04% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
BOYS ARNOLD & CO INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Dynasty Wealth Management, LLC | 3 | 3 | 0.37% | 1.25% | 1.95% | Q1 2018 | Q3 2018 | 3 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.05% | 0.11% | Q4 2020 | Q4 2022 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2018 | Q3 2018 | 3 |
Garrett Wealth Advisory Group, LLC | 2 | 1 | 0.03% | 0.09% | 0.13% | Q3 2019 | Q3 2023 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
BlackRock Institutional Trust Company, N.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
D. SCOTT NEAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Objective Capital Management, LLC | 2 | 1 | 0.27% | 0.31% | 0.33% | Q4 2021 | Q3 2023 | 3 |
Leonard Rickey Investment Advisors P.L.L.C. | 3 | 3 | 0.17% | 0.17% | 0.19% | Q4 2019 | Q2 2020 | 3 |
Safeguard Financial, LLC | 2 | 1 | 0.11% | 0.20% | 0.37% | Q1 2022 | Q3 2023 | 3 |
Cypress Capital, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Resource Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Vericrest Private Wealth | 3 | 3 | 0.34% | 0.35% | 0.36% | Q4 2021 | Q2 2022 | 3 |
VIRIDIAN RIA, LLC | 2 | 1 | 0.05% | 0.10% | 0.13% | Q2 2018 | Q1 2022 | 3 |
Financial Services Advisory Inc | 3 | 3 | 3.41% | 6.36% | 9.16% | Q1 2023 | Q3 2023 | 3 |
THOMPSON SIEGEL & WALMSLEY LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Rollins Financial | 2 | 1 | 0.07% | 0.08% | 0.08% | Q2 2021 | Q1 2022 | 3 |
CABANA LLC | 2 | 1 | 9.78% | 10.48% | 11.58% | Q2 2020 | Q4 2021 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2 | 1 | 0.01% | 0.29% | 0.70% | Q4 2013 | Q3 2018 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2022 | 3 |
Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
HC FINANCIAL ADVISORS INC | 3 | 3 | 0.05% | 0.20% | 0.50% | Q4 2021 | Q2 2022 | 3 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 1 | 0.06% | 0.62% | 1.73% | Q2 2020 | Q3 2021 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.03% | 0.13% | 0.20% | Q4 2022 | Q3 2023 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 4.38% | 4.50% | 4.69% | Q4 2020 | Q2 2021 | 3 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 3 |
Gary Goldberg Planning Services Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 3 | 3 | 0.05% | 0.10% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2016 | 3 |
Brightworth | 3 | 3 | 0.10% | 0.23% | 0.33% | Q1 2022 | Q3 2022 | 3 |
Goepper Burkhardt LLC | 3 | 3 | 0.26% | 0.28% | 0.30% | Q1 2023 | Q3 2023 | 3 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q3 2019 | 3 |
Mezzasalma Advisors, LLC | 3 | 3 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2020 | 3 |
CABOT WEALTH MANAGEMENT INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
NTV ASSET MANAGEMENT LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Financial Sense Advisors, Inc. | 3 | 3 | 0.16% | 0.20% | 0.22% | Q3 2016 | Q1 2017 | 3 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 1 | 0.06% | 0.09% | 0.11% | Q3 2020 | Q4 2021 | 3 |
Prostatis Group LLC | 2 | 1 | 0.11% | 0.38% | 0.90% | Q2 2022 | Q2 2023 | 3 |
Oak Harvest Investment Services | 2 | 1 | 0.12% | 0.30% | 0.56% | Q2 2022 | Q3 2023 | 3 |
Harfst & Associates, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q4 2015 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.19% | 0.26% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Lion Street Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Fieldpoint Private Securities, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Platte River Wealth Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Cadence Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ZEKE CAPITAL ADVISORS, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 3 |
Johnson Financial Group, LLC | 3 | 3 | 0.50% | 0.51% | 0.54% | Q1 2021 | Q3 2021 | 3 |
FinTrust Investment Advisory Services, LLC | 3 | 3 | 0.22% | 0.22% | 0.22% | Q3 2017 | Q1 2018 | 3 |
Planned Solutions, Inc. | 2 | 1 | 0.08% | 0.12% | 0.19% | Q3 2020 | Q4 2021 | 3 |
GSB Wealth Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Empowered Funds, LLC | 2 | 1 | 0.58% | 0.88% | 1.10% | Q4 2019 | Q3 2021 | 3 |
V Wealth Advisors LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q3 2019 | Q1 2020 | 3 |
Mariner Wealth Advisors-Madison, LLC | 3 | 3 | 0.23% | 0.26% | 0.27% | Q1 2013 | Q3 2013 | 3 |
Kiwi Wealth Investments Limited Partnership | 3 | 3 | 0.12% | 0.16% | 0.20% | Q2 2020 | Q4 2020 | 3 |
Southland Equity Partners LLC | 2 | 1 | 0.07% | 0.24% | 0.34% | Q4 2020 | Q2 2023 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.08% | 0.12% | Q2 2017 | Q3 2023 | 3 |
EWG Elevate Inc. | 2 | 1 | 0.00% | 2.06% | 5.34% | Q1 2020 | Q4 2022 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2021 | 3 |
Hamlin Capital Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2018 | 3 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 3 | 3 | 0.70% | 0.75% | 0.78% | Q1 2023 | Q3 2023 | 3 |
MYECFO, LLC | 3 | 3 | 0.15% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
WIN ADVISORS, INC | 3 | 3 | 0.00% | 0.14% | 0.41% | Q1 2022 | Q3 2022 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.17% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Washington Trust Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.06% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.41% | 0.56% | 0.65% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.59% | 0.63% | 0.66% | Q1 2023 | Q3 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.50% | 0.53% | 0.55% | Q1 2023 | Q3 2023 | 3 |
KEB ASSET MANAGEMENT, LLC | 2 | 1 | 0.08% | 0.13% | 0.21% | Q2 2022 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.03% | 0.11% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Resolute Wealth Strategies, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Keel Point, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.14% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Wilson & Boucher Capital Management, LLC | 3 | 3 | 0.51% | 0.53% | 0.55% | Q1 2023 | Q3 2023 | 3 |
Hamilton Wealth, LLC | 2 | 1 | 0.17% | 0.29% | 0.53% | Q4 2018 | Q4 2020 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.43% | 0.45% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Red Door Wealth Management, LLC | 3 | 3 | 0.25% | 0.26% | 0.26% | Q2 2021 | Q4 2021 | 3 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.10% | 0.12% | Q3 2020 | Q2 2023 | 3 |
RMR Wealth Builders | 3 | 3 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q2 2019 | 3 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q2 2020 | 3 |
SILVERLAKE WEALTH MANAGEMENT LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.12% | 0.13% | 0.14% | Q4 2014 | Q2 2023 | 3 |
True North Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Nachman Norwood & Parrott, Inc | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 3 |
VICUS CAPITAL | 3 | 3 | 0.07% | 0.13% | 0.16% | Q1 2019 | Q3 2019 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Sequent Asset Management, LLC | 3 | 3 | 1.26% | 1.30% | 1.37% | Q3 2021 | Q1 2022 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
RPG Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q2 2020 | 3 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.22% | 0.27% | 0.36% | Q3 2018 | Q1 2020 | 3 |
Ergoteles LLC | 1 | 1 | 0.05% | 0.11% | 0.18% | Q2 2022 | Q2 2023 | 2 |
Atlas Private Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 2 |
Avalon Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Watson Rebecca | 2 | 2 | 0.20% | 0.21% | 0.23% | Q2 2020 | Q3 2020 | 2 |
Precision Wealth Strategies, LLC | 2 | 2 | 0.43% | 0.45% | 0.46% | Q4 2020 | Q1 2021 | 2 |
DOLIVER ADVISORS, LP | 2 | 2 | 0.11% | 0.12% | 0.13% | Q1 2019 | Q2 2019 | 2 |
Cannon Global Investment Management, LLC | 2 | 2 | 1.17% | 1.89% | 2.62% | Q1 2021 | Q2 2021 | 2 |
Insight Folios Inc | 1 | 1 | 0.10% | 0.19% | 0.27% | Q4 2019 | Q4 2021 | 2 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2022 | 2 |
CYPRESS ASSET MANAGEMENT INC/TX | 2 | 2 | 0.19% | 0.21% | 0.24% | Q1 2020 | Q2 2020 | 2 |
Greystone Financial Group, LLC | 2 | 2 | 0.19% | 0.21% | 0.22% | Q2 2022 | Q3 2022 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Rothschild & Co Wealth Management UK Ltd | 2 | 2 | 0.09% | 0.10% | 0.12% | Q3 2016 | Q4 2016 | 2 |
Freedman Financial Associates, Inc. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q1 2021 | 2 |
GFS Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Cornerstone Advisors, LLC | 2 | 2 | 0.21% | 0.29% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Robbins Farley | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Mayflower Financial Advisors, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2023 | 2 |
Parasol Investment Management, LLC | 2 | 2 | 2.15% | 2.56% | 2.96% | Q4 2016 | Q1 2017 | 2 |
Trek Financial, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
American Financial Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Guidance Point Advisors, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
London & Capital Asset Management Ltd | 2 | 2 | 0.09% | 0.11% | 0.13% | Q3 2019 | Q4 2019 | 2 |
Aspire Private Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 2 |
INTEGRAL DERIVATIVES, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.59% | 0.66% | 0.72% | Q4 2018 | Q1 2019 | 2 |
Narwhal Capital Management | 1 | 1 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q2 2021 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
HAP Trading, LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q3 2021 | Q4 2021 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Gratus Capital, LLC | 2 | 2 | 0.37% | 0.38% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
MAS Advisors LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q1 2022 | 2 |
Sonora Investment Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Field & Main Bank | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Windsor Advisory Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Fulcrum Equity Management | 1 | 1 | 0.04% | 0.31% | 0.58% | Q3 2019 | Q2 2020 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.41% | 0.45% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Nauset Wealth Management. LLC | 2 | 2 | 0.48% | 0.56% | 0.64% | Q4 2021 | Q1 2022 | 2 |
HILL ISLAND FINANCIAL LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
FIRST MIDWEST BANK TRUST DIVISION | 2 | 2 | 0.24% | 0.24% | 0.24% | Q4 2016 | Q1 2017 | 2 |
Main Street Research LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
CARL STUART INVESTMENT ADVISOR, INC | 2 | 2 | 0.04% | 0.16% | 0.27% | Q4 2021 | Q1 2022 | 2 |
Campbell Wealth Management | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2020 | 2 |
ExodusPoint Capital Management, LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Wealth Alliance Advisory Group, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Avitas Wealth Management LLC | 2 | 2 | 0.16% | 1.97% | 3.78% | Q3 2022 | Q4 2022 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Elmwood Wealth Management, Inc. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2021 | 2 |
SWS Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.06% | 0.16% | 0.27% | Q3 2018 | Q4 2018 | 2 |
Boston Trust Walden Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BancFirst Trust & Investment Management | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2021 | Q2 2022 | 2 |
SageView Advisory Group, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q2 2023 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
INR ADVISORY SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Retireful, LLC | 2 | 2 | 0.28% | 1.02% | 1.76% | Q1 2023 | Q2 2023 | 2 |
Red Cedar Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
InterOcean Capital, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q2 2020 | 2 |
Smart Money Group LLC | 2 | 2 | 0.82% | 1.07% | 1.32% | Q2 2020 | Q3 2020 | 2 |
APPLETON PARTNERS INC/MA | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2023 | Q4 2023 | 2 |
Astoria Portfolio Advisors LLC. | 2 | 2 | 0.20% | 0.23% | 0.26% | Q4 2021 | Q1 2022 | 2 |
Belmont Global Advisors, Inc. | 2 | 2 | 0.39% | 0.45% | 0.52% | Q3 2014 | Q4 2014 | 2 |
GREATMARK INVESTMENT PARTNERS, INC. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q2 2023 | 2 |
STRINGER ASSET MANAGEMENT, LLC | 2 | 2 | 1.03% | 2.50% | 3.96% | Q1 2022 | Q2 2022 | 2 |
FULTON BANK, N.A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q4 2023 | 2 |
HWG Holdings LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q1 2017 | 2 |
First Command Advisory Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 2 |
Cardinal Point Capital Management ULC | 2 | 2 | 0.10% | 0.26% | 0.42% | Q4 2022 | Q1 2023 | 2 |
SWAN Capital LLC | 1 | 1 | 11.58% | 12.20% | 12.82% | Q1 2023 | Q3 2023 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q2 2023 | 2 |
Alerus Investment Advisors Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2018 | 2 |
New Hampshire Trust | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Pictet North America Advisors SA | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 2 |
Riverview Capital Advisers, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
JUNCTURE WEALTH STRATEGIES, LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Analyst IMS Investment Management Services Ltd. | 2 | 2 | 0.22% | 0.23% | 0.25% | Q3 2021 | Q4 2021 | 2 |
Peninsula Wealth, LLC | 2 | 2 | 0.49% | 0.50% | 0.51% | Q1 2018 | Q2 2018 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.14% | 0.28% | 0.41% | Q2 2023 | Q3 2023 | 2 |
TFB Advisors LLC | 2 | 2 | 0.16% | 0.28% | 0.39% | Q2 2023 | Q3 2023 | 2 |
STAR Financial Bank | 2 | 2 | 0.20% | 0.21% | 0.21% | Q1 2023 | Q2 2023 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 2 |
LEGACY FINANCIAL GROUP, INC. | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2022 | Q1 2023 | 2 |
LBA Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q1 2017 | 2 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2019 | 2 |
Gateway Wealth Partners, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.89% | 0.98% | 1.07% | Q4 2022 | Q3 2023 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Compass Advisory Group LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q2 2023 | 2 |
Frank, Rimerman Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
TPB WEALTH ADVISORS | 2 | 2 | 0.09% | 0.15% | 0.20% | Q4 2021 | Q1 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.70% | 0.72% | 0.74% | Q2 2023 | Q3 2023 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q2 2023 | 2 |
HT Partners LLC | 2 | 2 | 1.83% | 1.86% | 1.90% | Q1 2015 | Q2 2015 | 2 |
PFS Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
SMITH, MOORE & CO. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
DOW CHEMICAL CO /DE/ | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q4 2016 | 2 |
Biltmore Capital Advisors LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q3 2020 | 2 |
CREDIT AGRICOLE S A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
FIRST NATIONAL BANK OF OMAHA | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
TWIN CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.06% | 0.09% | Q3 2022 | Q2 2023 | 2 |
Horizon Investments, LLC | 1 | 1 | 0.02% | 3.17% | 6.32% | Q3 2016 | Q3 2023 | 2 |
PIONEER TRUST BANK N A/OR | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 0.21% | 0.21% | 0.22% | Q4 2019 | Q1 2020 | 2 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q4 2019 | Q2 2020 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Truvvo Partners LLC | 2 | 2 | 2.44% | 2.86% | 3.27% | Q4 2021 | Q1 2022 | 2 |
Israel Discount Bank of New York | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Lake Hills Wealth Management, LLC | 2 | 2 | 0.28% | 0.56% | 0.84% | Q4 2021 | Q1 2022 | 2 |
One Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
OmniStar Financial Group, Inc. | 2 | 2 | 0.39% | 0.40% | 0.42% | Q2 2023 | Q3 2023 | 2 |
BigSur Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Idaho Trust Bank | 2 | 2 | 2.58% | 2.60% | 2.61% | Q2 2023 | Q3 2023 | 2 |
FIRST TRUST ADVISORS LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
WP Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 2 |
SkyOak Wealth, LLC | 1 | 1 | 0.07% | 0.08% | 0.09% | Q4 2019 | Q2 2020 | 2 |
Whitnell & Co. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Elite Wealth Management, Inc. | 2 | 2 | 0.54% | 0.54% | 0.54% | Q2 2014 | Q3 2014 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2019 | Q1 2020 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q2 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Corient Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 2 |
Cornerstone Management, Inc. | 2 | 2 | 0.38% | 0.39% | 0.40% | Q1 2018 | Q2 2018 | 2 |
CIDEL ASSET MANAGEMENT INC | 2 | 2 | 0.23% | 0.30% | 0.38% | Q4 2020 | Q1 2021 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q2 2021 | 2 |
ALLIED IRISH BANKS PLC | 2 | 2 | 2.76% | 2.98% | 3.19% | Q2 2013 | Q3 2013 | 2 |
GREAT LAKES ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Catamount Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Davis Capital Management | 2 | 2 | 0.26% | 0.28% | 0.29% | Q1 2020 | Q2 2020 | 2 |
Sentinus, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q2 2023 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2022 | 2 |
Truadvice, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Intelligence Driven Advisers, LLC | 1 | 1 | 0.16% | 0.24% | 0.32% | Q2 2019 | Q2 2022 | 2 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.05% | 0.08% | Q3 2021 | Q2 2023 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2022 | 2 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2017 | 2 |
Hexagon Capital Partners LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q4 2020 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Del Mar Asset Management, LP | 2 | 2 | 0.11% | 0.21% | 0.30% | Q2 2013 | Q3 2013 | 2 |
JSF Financial, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Wealthgate Family Office, LLC | 1 | 1 | 0.22% | 2.44% | 4.66% | Q3 2021 | Q4 2022 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Monterey Private Wealth, Inc. | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q4 2021 | 2 |
Schiavi & Co LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.40% | 0.61% | 0.82% | Q4 2018 | Q1 2020 | 2 |
Apeiron RIA LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q2 2023 | 2 |
Clal Insurance Enterprises Holdings Ltd | 1 | 1 | 0.01% | 0.32% | 0.63% | Q4 2018 | Q3 2023 | 2 |
Hefty Wealth Partners | 1 | 1 | 0.04% | 0.35% | 0.66% | Q4 2015 | Q2 2016 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
TKG Advisors, LLC | 2 | 2 | 0.13% | 0.16% | 0.18% | Q4 2022 | Q1 2023 | 2 |
Robbie L. Kennerson P.A., Inc. | 1 | 1 | 5.23% | 5.23% | 5.23% | Q4 2022 | Q4 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
LBJ Family Wealth Advisors, Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2023 | Q4 2023 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2017 | Q3 2017 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Julex Capital Management, LLC | 1 | 1 | 7.59% | 7.59% | 7.59% | Q3 2019 | Q3 2019 | 1 |
Endowment Wealth Management, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Corundum Group, Inc. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2022 | Q1 2022 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MWA Asset Management | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
BOSTON FINANCIAL MANGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
MARVIN & PALMER ASSOCIATES INC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2023 | Q2 2023 | 1 |
Meridian Financial Partners LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
Insight Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
WealthStone, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 2.28% | 2.28% | 2.28% | Q4 2018 | Q4 2018 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2023 | Q2 2023 | 1 |
ELEVATUS WELATH MANAGEMENT | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Slagle Financial, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
SYKON CAPITAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
RAM Investment Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2023 | Q4 2023 | 1 |
Spectrum Wealth Advisory Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
Prosperity Financial Group, Inc. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2023 | Q1 2023 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
ROGCO, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2022 | Q3 2022 | 1 |
United Community Bank | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Summit Financial, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
RONALD BLUE & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RPTC Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2017 | Q3 2017 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
DRW Securities, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2014 | Q1 2014 | 1 |
MARIPAU WEALTH MANAGEMENT LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
Vulcan Value Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
AQR Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
WNY Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Blankinship & Foster, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Source Financial Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Chesley Taft & Associates LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
HC Advisors, LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q1 2020 | Q1 2020 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Osbon Capital Management LLC | 1 | 1 | 2.88% | 2.88% | 2.88% | Q2 2019 | Q2 2019 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
JFG Wealth Management, LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2020 | Q4 2020 | 1 |
Stifel Trust Company, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Newport Capital Group, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2020 | Q4 2020 | 1 |
Ridgewood Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
Ackerman Capital Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2017 | Q2 2017 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2023 | Q1 2023 | 1 |
Optas, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Financial Avengers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Aberdeen Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Legacy Private Trust Co. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Cleary Gull Holdings Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2018 | Q2 2018 | 1 |
RAYNER & HAYNOR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2013 | Q4 2013 | 1 |
RESTON WEALTH MANAGEMENT LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
HNP Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Abbrea Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
M. Kulyk & Associates, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2020 | Q1 2020 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2021 | Q2 2021 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
COMMUNITY TRUST & INVESTMENT CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Gruss & Co., LLC | 1 | 1 | 2.67% | 2.67% | 2.67% | Q1 2014 | Q1 2014 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2021 | Q4 2021 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Fernwood Investment Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
Crown Wealth Group, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
Lunia Capital LP | 1 | 1 | 9.30% | 9.30% | 9.30% | Q1 2020 | Q1 2020 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Foster Victor Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
Power Corp of Canada | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
GIRARD SECURITIES, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2017 | Q3 2017 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
LifePro Asset Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Wolf Group Capital Advisors | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
EDMOND DE ROTHSCHILD (MONACO) | 1 | 1 | 5.16% | 5.16% | 5.16% | Q3 2016 | Q3 2016 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
GAMBLE JONES INVESTMENT COUNSEL | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2016 | Q4 2016 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strategic Wealth Partners Group, LLC | 1 | 1 | 4.24% | 4.24% | 4.24% | Q1 2018 | Q1 2018 | 1 |
ORRSTOWN FINANCIAL SERVICES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Triumph Capital Management | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2022 | Q3 2022 | 1 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WILMINGTON TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Nvest Financial, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
jvl associates llc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CAPE COD FIVE CENTS SAVINGS BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Brown Advisory Securities, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q3 2022 | 1 |
USCA RIA LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Pension Partners, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2016 | Q4 2016 | 1 |
Gibson Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
G&S Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Asset Management Resources, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Westwind Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Smith Affiliated Capital Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
GW HENSSLER & ASSOCIATES LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Independence Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
F3Logic, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2019 | Q1 2019 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Privium Fund Management B.V. | 1 | 1 | 3.27% | 3.27% | 3.27% | Q2 2023 | Q2 2023 | 1 |
Plan Group Financial, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Horizons Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Marble Harbor Investment Counsel, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
TRILLIUM ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wharton Business Group, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Quantum Capital Management, LLC / NJ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Beacon Wealthcare LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Chicago Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Retirement Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Verity & Verity, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Patten Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Weil Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
J. L. Bainbridge & Co., Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
INSPIRION WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2022 | Q3 2022 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Elm Partners Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Old Port Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2015 | Q4 2015 | 1 |
Brio Consultants, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Sunesis Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
PENSECO FINANCIAL SERVICES CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2021 | Q3 2021 | 1 |
Solidarity Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Goldstein Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Bowman & Co S.C. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
SAXON INTERESTS, INC. | 1 | 1 | 3.61% | 3.61% | 3.61% | Q3 2023 | Q3 2023 | 1 |
REBALANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q1 2023 | Q1 2023 | 1 |
RDA Financial Network | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Synergy Financial Group, LTD | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Stanford Investment Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
XPONANCE, INC. | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2017 | Q3 2017 | 1 |
FORTE CAPITAL LLC /ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
GFG Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Tidal Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Stadion Money Management, LLC | 1 | 1 | 1.89% | 1.89% | 1.89% | Q3 2013 | Q3 2013 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own VANGUARD WORLD FDS or have owned VANGUARD WORLD FDS in the past.