Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.02% | 0.13% | 0.38% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.16% | 0.97% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 38 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
GOLDMAN SACHS GROUP INC | 35 | 3 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 38 |
EVERGREEN CAPITAL MANAGEMENT LLC | 37 | 37 | 0.12% | 0.64% | 1.67% | Q3 2014 | Q3 2023 | 37 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.04% | 0.18% | Q4 2014 | Q3 2023 | 36 |
Creative Planning | 33 | 3 | 0.00% | 0.03% | 0.16% | Q3 2014 | Q3 2023 | 36 |
ProVise Management Group, LLC | 36 | 36 | 0.04% | 0.15% | 0.37% | Q4 2014 | Q3 2023 | 36 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 36 | 36 | 0.00% | 0.04% | 0.16% | Q4 2014 | Q3 2023 | 36 |
US BANCORP \DE\ | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
M&T BANK CORP | 31 | 1 | 0.00% | 0.19% | 0.85% | Q1 2014 | Q3 2023 | 34 |
JANE STREET GROUP, LLC | 23 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 28 | 1 | 0.00% | 0.03% | 0.11% | Q4 2014 | Q3 2023 | 33 |
HighTower Advisors, LLC | 22 | 11 | 0.00% | 0.06% | 0.17% | Q2 2015 | Q3 2023 | 33 |
Transamerica Financial Advisors, Inc. | 17 | 1 | 0.00% | 0.54% | 1.80% | Q2 2013 | Q3 2023 | 32 |
Migdal Insurance & Financial Holdings Ltd. | 32 | 32 | 0.00% | 0.03% | 0.26% | Q4 2015 | Q3 2023 | 32 |
Avior Wealth Management, LLC | 32 | 32 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.16% | Q4 2015 | Q3 2023 | 31 |
Peak Asset Management, LLC | 31 | 31 | 0.18% | 1.19% | 2.98% | Q1 2016 | Q3 2023 | 31 |
BANK OF MONTREAL /CAN/ | 27 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 31 |
Citadel Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 30 |
Smithfield Trust Co | 30 | 30 | 0.00% | 1.74% | 6.92% | Q2 2016 | Q3 2023 | 30 |
HEADINVEST, LLC | 18 | 12 | 0.11% | 0.67% | 3.36% | Q1 2015 | Q3 2023 | 30 |
KEYBANK NATIONAL ASSOCIATION/OH | 16 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.03% | 0.57% | 2.88% | Q2 2016 | Q3 2023 | 30 |
Wind River Trust Co | 30 | 30 | 0.97% | 6.07% | 17.72% | Q3 2014 | Q4 2021 | 30 |
RAYMOND JAMES & ASSOCIATES | 30 | 30 | 0.00% | 0.03% | 0.15% | Q2 2016 | Q3 2023 | 30 |
Advisory Services Network, LLC | 27 | 2 | 0.01% | 0.21% | 0.74% | Q2 2016 | Q3 2023 | 29 |
Ameritas Investment Partners, Inc. | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Private Advisor Group, LLC | 21 | 3 | 0.00% | 0.07% | 0.36% | Q2 2015 | Q3 2023 | 28 |
Altavista Wealth Management, Inc. | 15 | 13 | 0.10% | 0.33% | 0.64% | Q1 2014 | Q4 2021 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
LGL PARTNERS, LLC | 27 | 1 | 0.05% | 0.41% | 0.88% | Q4 2015 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 28 |
ANCHOR CAPITAL ADVISORS LLC | 27 | 27 | 0.02% | 0.12% | 0.69% | Q1 2017 | Q3 2023 | 27 |
FIFTH THIRD BANCORP | 27 | 27 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q4 2019 | 27 |
BLAIR WILLIAM & CO/IL | 20 | 7 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 27 |
Raymond James Financial Services Advisors, Inc. | 27 | 27 | 0.00% | 0.10% | 0.27% | Q1 2017 | Q3 2023 | 27 |
CITIGROUP INC | 25 | 2 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.04% | 0.15% | 0.37% | Q1 2017 | Q3 2023 | 27 |
AE Wealth Management LLC | 26 | 26 | 0.04% | 0.70% | 1.09% | Q2 2017 | Q3 2023 | 26 |
NWAM LLC | 12 | 2 | 0.03% | 0.12% | 0.25% | Q1 2014 | Q3 2023 | 26 |
ALESCO ADVISORS LLC | 15 | 11 | 0.02% | 0.05% | 0.10% | Q1 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2019 | 26 |
Tortoise Investment Management, LLC | 26 | 26 | 0.01% | 0.38% | 1.98% | Q2 2017 | Q3 2023 | 26 |
CWM, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 26 |
Raab & Moskowitz Asset Management LLC | 26 | 26 | 0.20% | 0.61% | 1.34% | Q2 2017 | Q3 2023 | 26 |
COLONY GROUP LLC | 25 | 25 | 0.00% | 0.02% | 0.09% | Q3 2017 | Q3 2023 | 25 |
BlackRock Inc. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 25 |
Versant Capital Management, Inc | 25 | 25 | 0.00% | 0.15% | 0.25% | Q4 2017 | Q4 2023 | 25 |
WOODMONT INVESTMENT COUNSEL LLC | 25 | 25 | 0.07% | 0.70% | 1.59% | Q3 2017 | Q3 2023 | 25 |
TRUIST FINANCIAL CORP | 25 | 25 | 0.01% | 0.05% | 0.16% | Q3 2017 | Q3 2023 | 25 |
Janney Montgomery Scott LLC | 23 | 1 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 25 |
Jackson Wealth Management, LLC | 23 | 1 | 0.08% | 1.25% | 2.88% | Q4 2014 | Q3 2022 | 25 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 25 | 25 | 0.11% | 0.29% | 0.83% | Q3 2017 | Q3 2023 | 25 |
Sequoia Financial Advisors, LLC | 12 | 5 | 0.01% | 0.06% | 0.33% | Q3 2016 | Q4 2022 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.02% | 1.26% | 4.08% | Q4 2017 | Q3 2023 | 24 |
CULBERTSON A N & CO INC | 24 | 24 | 0.08% | 0.46% | 0.66% | Q4 2017 | Q3 2023 | 24 |
Hayek Kallen Investment Management | 11 | 2 | 0.13% | 1.73% | 3.88% | Q1 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 6 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 24 |
Alta Advisers Ltd | 20 | 4 | 22.61% | 41.82% | 52.94% | Q4 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
WHITTIER TRUST CO | 24 | 24 | 0.01% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 24 |
C M BIDWELL & ASSOCIATES LTD | 24 | 24 | 0.03% | 0.52% | 2.09% | Q4 2017 | Q3 2023 | 24 |
WHITTIER TRUST CO OF NEVADA INC | 24 | 24 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Ausdal Financial Partners, Inc. | 15 | 1 | 0.03% | 0.72% | 2.44% | Q4 2015 | Q3 2023 | 23 |
MARSHFIELD ASSOCIATES | 23 | 23 | 0.05% | 0.19% | 0.32% | Q1 2018 | Q3 2023 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18 | 1 | 0.00% | 0.01% | 0.10% | Q4 2016 | Q3 2023 | 23 |
S. R. Schill & Associates | 23 | 23 | 0.10% | 0.15% | 0.21% | Q1 2018 | Q3 2023 | 23 |
Cetera Advisors LLC | 21 | 2 | 0.01% | 0.29% | 0.76% | Q2 2017 | Q3 2023 | 23 |
Unison Advisors LLC | 13 | 10 | 0.24% | 1.32% | 2.69% | Q4 2017 | Q3 2023 | 23 |
Simplicity Solutions, LLC | 14 | 1 | 0.03% | 0.73% | 1.46% | Q4 2014 | Q3 2023 | 23 |
DeDora Capital, Inc. | 16 | 7 | 0.43% | 0.85% | 1.28% | Q4 2017 | Q3 2023 | 23 |
Landmark Financial Advisors, LLC | 23 | 23 | 1.68% | 4.58% | 9.21% | Q1 2018 | Q3 2023 | 23 |
Financial Advocates Investment Management | 23 | 23 | 0.16% | 0.57% | 1.84% | Q1 2018 | Q3 2023 | 23 |
OLD NATIONAL BANCORP /IN/ | 23 | 23 | 0.07% | 0.40% | 1.03% | Q1 2018 | Q3 2023 | 23 |
GIRARD PARTNERS LTD. | 16 | 6 | 0.14% | 0.25% | 0.51% | Q1 2016 | Q3 2023 | 22 |
BOK Financial Private Wealth, Inc. | 22 | 22 | 0.05% | 3.64% | 7.68% | Q2 2018 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 22 | 22 | 0.02% | 0.15% | 0.53% | Q2 2018 | Q3 2023 | 22 |
HOWE & RUSLING INC | 22 | 22 | 0.00% | 0.13% | 0.50% | Q2 2018 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.01% | 0.38% | 2.46% | Q2 2018 | Q3 2023 | 22 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 22 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 22 | 22 | 0.02% | 1.30% | 6.32% | Q2 2018 | Q3 2023 | 22 |
Valmark Advisers, Inc. | 22 | 22 | 1.06% | 2.49% | 3.20% | Q2 2018 | Q3 2023 | 22 |
Belpointe Asset Management LLC | 18 | 1 | 0.02% | 0.11% | 0.33% | Q4 2017 | Q3 2023 | 21 |
Clear Perspective Advisors, LLC | 21 | 21 | 0.13% | 1.34% | 3.85% | Q4 2016 | Q4 2021 | 21 |
TELEMUS CAPITAL, LLC | 20 | 1 | 0.01% | 0.09% | 0.42% | Q4 2017 | Q3 2023 | 21 |
Parkside Financial Bank & Trust | 21 | 21 | 0.01% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
JPMORGAN CHASE & CO | 21 | 21 | 0.00% | 0.13% | 0.38% | Q3 2018 | Q3 2023 | 21 |
OPTIMUM INVESTMENT ADVISORS | 21 | 21 | 0.00% | 0.05% | 0.10% | Q4 2018 | Q4 2023 | 21 |
Checchi Capital Advisers, LLC | 20 | 1 | 0.00% | 0.13% | 0.90% | Q1 2016 | Q3 2023 | 21 |
Bank of New York Mellon Corp | 17 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Gradient Investments LLC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 21 |
Vectors Research Management, LLC | 21 | 21 | 0.16% | 1.91% | 6.66% | Q3 2018 | Q3 2023 | 21 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 21 | 21 | 0.03% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 21 |
Dakota Wealth Management | 21 | 21 | 0.05% | 0.11% | 0.28% | Q3 2018 | Q3 2023 | 21 |
PROFFITT & GOODSON INC | 21 | 21 | 0.19% | 0.39% | 0.75% | Q3 2018 | Q3 2023 | 21 |
ALLIANCEBERNSTEIN L.P. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
GOULD ASSET MANAGEMENT LLC /CA/ | 21 | 21 | 0.10% | 4.47% | 10.06% | Q3 2018 | Q3 2023 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.27% | 0.74% | 1.86% | Q3 2018 | Q3 2023 | 21 |
Smith & Howard Wealth Management, LLC | 18 | 3 | 1.09% | 3.38% | 8.48% | Q1 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.09% | 0.20% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.09% | 0.40% | Q4 2017 | Q3 2022 | 20 |
Truvvo Partners LLC | 14 | 6 | 0.16% | 3.97% | 20.72% | Q4 2016 | Q4 2021 | 20 |
NewEdge Advisors, LLC | 20 | 20 | 0.01% | 0.07% | 0.26% | Q4 2018 | Q3 2023 | 20 |
NEXT Financial Group, Inc | 13 | 2 | 0.00% | 0.55% | 6.54% | Q3 2014 | Q4 2021 | 20 |
Sound Income Strategies, LLC | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
HM PAYSON & CO | 20 | 20 | 0.14% | 0.28% | 0.91% | Q4 2018 | Q3 2023 | 20 |
Sunesis Advisors, LLC | 19 | 1 | 0.60% | 1.47% | 3.97% | Q3 2018 | Q3 2023 | 20 |
TIEDEMANN ADVISORS, LLC | 20 | 20 | 0.01% | 0.53% | 5.19% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.02% | 0.18% | 1.25% | Q4 2018 | Q3 2023 | 20 |
Montecito Bank & Trust | 15 | 5 | 0.07% | 1.38% | 3.61% | Q2 2013 | Q4 2023 | 20 |
ASPIRIANT, LLC | 20 | 20 | 0.03% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Blume Capital Management, Inc. | 20 | 20 | 0.02% | 0.33% | 3.28% | Q4 2018 | Q3 2023 | 20 |
PRUDENTIAL PLC | 20 | 20 | 0.02% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 20 |
FIRST MANHATTAN CO. LLC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
BANK OF HAWAII | 20 | 20 | 0.01% | 0.05% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.01% | 0.09% | 0.45% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
WealthShield Partners, LLC | 12 | 8 | 0.01% | 0.21% | 1.51% | Q4 2017 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.78% | 2.18% | 5.16% | Q4 2018 | Q3 2023 | 20 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 20 | 20 | 0.11% | 0.46% | 1.02% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 1.38% | 5.92% | Q4 2018 | Q3 2023 | 20 |
Autus Asset Management, LLC | 18 | 2 | 0.03% | 0.11% | 0.24% | Q3 2015 | Q1 2021 | 20 |
DEUTSCHE BANK AG\ | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
ELEMENT POINTE ADVISORS, LLC | 20 | 20 | 0.93% | 4.57% | 7.72% | Q4 2018 | Q3 2023 | 20 |
Atria Investments, Inc | 9 | 2 | 0.01% | 0.32% | 0.93% | Q2 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
CAPITAL ONE, NATIONAL ASSOCIATION | 18 | 1 | 0.18% | 1.34% | 2.97% | Q1 2014 | Q4 2019 | 19 |
IPG Investment Advisors LLC | 19 | 19 | 0.04% | 0.07% | 0.10% | Q1 2017 | Q3 2021 | 19 |
Brookstone Capital Management | 15 | 4 | 0.01% | 0.52% | 4.10% | Q4 2018 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.06% | 0.18% | Q1 2019 | Q3 2023 | 19 |
Manchester Capital Management LLC | 15 | 4 | 0.00% | 0.06% | 0.36% | Q4 2015 | Q3 2023 | 19 |
CENTAURUS FINANCIAL, INC. | 18 | 1 | 0.00% | 0.07% | 0.24% | Q2 2018 | Q3 2023 | 19 |
Jackson Hole Capital Partners, LLC | 19 | 19 | 0.04% | 0.51% | 0.95% | Q1 2019 | Q3 2023 | 19 |
SIGNATUREFD, LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.10% | 0.21% | 0.39% | Q3 2018 | Q3 2023 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.10% | 0.53% | 0.95% | Q2 2013 | Q4 2017 | 19 |
INSIGHT 2811, INC. | 19 | 19 | 0.35% | 10.37% | 27.35% | Q1 2019 | Q3 2023 | 19 |
Eagle Ridge Investment Management | 19 | 19 | 3.92% | 4.60% | 5.37% | Q1 2019 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.20% | 0.69% | 0.91% | Q1 2019 | Q3 2023 | 19 |
ASSETMARK, INC | 11 | 1 | 0.00% | 0.15% | 0.87% | Q2 2014 | Q3 2023 | 19 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17 | 2 | 0.04% | 2.42% | 4.58% | Q4 2018 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.13% | 0.42% | 1.33% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
CreativeOne Wealth, LLC | 19 | 19 | 0.05% | 0.09% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Valeo Financial Advisors, LLC | 19 | 19 | 0.00% | 0.62% | 1.71% | Q1 2019 | Q3 2023 | 19 |
Bellecapital International Ltd. | 19 | 19 | 0.07% | 0.10% | 0.18% | Q1 2019 | Q3 2023 | 19 |
STATE STREET CORP | 18 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 19 |
SEIZERT CAPITAL PARTNERS, LLC | 19 | 19 | 0.04% | 0.18% | 0.33% | Q1 2019 | Q3 2023 | 19 |
BOKF, NA | 9 | 1 | 0.00% | 0.10% | 0.16% | Q3 2017 | Q3 2023 | 19 |
GREAT LAKES ADVISORS, LLC | 19 | 19 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2017 | 19 |
RITHOLTZ WEALTH MANAGEMENT | 19 | 19 | 0.06% | 0.25% | 0.41% | Q1 2019 | Q3 2023 | 19 |
SCOTIA CAPITAL INC. | 15 | 1 | 0.00% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 19 |
Parallel Advisors, LLC | 17 | 2 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 19 |
CIBC WORLD MARKET INC. | 17 | 2 | 0.01% | 0.01% | 0.06% | Q3 2015 | Q3 2023 | 19 |
Prospera Financial Services Inc | 8 | 2 | 0.01% | 0.13% | 0.39% | Q3 2015 | Q2 2023 | 18 |
Cetera Advisor Networks LLC | 18 | 18 | 0.01% | 0.08% | 0.27% | Q2 2019 | Q3 2023 | 18 |
CAPITAL ADVISORS INC/OK | 16 | 2 | 0.01% | 1.67% | 7.83% | Q4 2018 | Q3 2023 | 18 |
PLANNING DIRECTIONS INC | 10 | 8 | 0.17% | 0.73% | 2.51% | Q1 2018 | Q3 2022 | 18 |
GOFEN & GLOSSBERG LLC /IL/ | 18 | 18 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q4 2022 | 18 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 18 |
Advanced Asset Management Advisors Inc | 18 | 18 | 0.40% | 3.12% | 5.25% | Q2 2019 | Q3 2023 | 18 |
Parkside Advisors LLC | 15 | 3 | 0.08% | 0.39% | 1.07% | Q2 2014 | Q2 2022 | 18 |
Cetera Investment Advisers | 18 | 18 | 0.04% | 0.14% | 0.33% | Q2 2019 | Q3 2023 | 18 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.00% | 0.06% | 0.32% | Q1 2018 | Q3 2023 | 18 |
Aspire Private Capital, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2023 | 18 |
Chevy Chase Trust Holdings, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Almanack Investment Partners, LLC. | 16 | 2 | 0.03% | 0.27% | 1.62% | Q2 2017 | Q3 2023 | 18 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 1 | 0.06% | 0.31% | 1.43% | Q4 2015 | Q3 2022 | 18 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.10% | 0.18% | Q2 2019 | Q3 2023 | 17 |
PrairieView Partners, LLC | 17 | 17 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Columbus Macro, LLC | 17 | 17 | 0.15% | 1.44% | 4.91% | Q3 2019 | Q3 2023 | 17 |
Defender Capital, LLC. | 17 | 17 | 2.49% | 16.68% | 23.90% | Q3 2019 | Q3 2023 | 17 |
Blue Edge Capital, LLC | 12 | 5 | 0.08% | 0.52% | 1.14% | Q1 2018 | Q4 2022 | 17 |
ADVISORY RESEARCH INC | 12 | 5 | 0.02% | 0.15% | 0.30% | Q2 2019 | Q3 2023 | 17 |
Argent Trust Co | 10 | 2 | 0.04% | 0.12% | 0.33% | Q1 2017 | Q3 2023 | 17 |
Estate Counselors, LLC | 14 | 1 | 0.18% | 1.86% | 4.54% | Q1 2016 | Q3 2023 | 17 |
Stratos Wealth Partners, LTD. | 14 | 1 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 17 |
Regal Investment Advisors LLC | 9 | 1 | 0.02% | 0.08% | 0.19% | Q3 2013 | Q3 2022 | 17 |
HNP Capital LLC | 12 | 5 | 0.17% | 1.72% | 6.81% | Q4 2018 | Q1 2023 | 17 |
White Lighthouse Investment Management Inc. | 17 | 17 | 0.37% | 1.55% | 2.41% | Q3 2019 | Q3 2023 | 17 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 17 | 17 | 0.37% | 2.18% | 3.71% | Q4 2018 | Q4 2022 | 17 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 5 | 0.03% | 0.08% | 0.20% | Q4 2018 | Q3 2023 | 17 |
Delta Investment Management, LLC | 11 | 6 | 0.10% | 1.88% | 6.72% | Q4 2018 | Q3 2023 | 17 |
CAPTRUST FINANCIAL ADVISORS | 17 | 17 | 0.00% | 0.03% | 0.09% | Q3 2019 | Q3 2023 | 17 |
Kovack Advisors, Inc. | 17 | 17 | 0.39% | 0.61% | 0.99% | Q3 2019 | Q3 2023 | 17 |
Disciplined Investments, LLC | 16 | 16 | 2.35% | 2.99% | 3.70% | Q4 2019 | Q3 2023 | 16 |
AllSquare Wealth Management LLC | 16 | 16 | 0.15% | 0.18% | 0.22% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
STIFEL FINANCIAL CORP | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Advisors Asset Management, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 16 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 2 | 0.00% | 0.33% | 1.04% | Q3 2019 | Q3 2023 | 16 |
Values First Advisors, Inc. | 16 | 16 | 1.37% | 1.97% | 3.39% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.04% | 0.09% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Marotta Asset Management | 13 | 3 | 0.08% | 0.34% | 0.84% | Q4 2019 | Q4 2023 | 16 |
Elmwood Wealth Management, Inc. | 8 | 1 | 0.66% | 3.14% | 6.46% | Q4 2018 | Q3 2023 | 16 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 16 |
Redhawk Wealth Advisors, Inc. | 13 | 3 | 0.49% | 1.85% | 6.36% | Q4 2018 | Q3 2023 | 16 |
Anchor Investment Management, LLC | 16 | 16 | 0.40% | 0.57% | 0.75% | Q1 2020 | Q4 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.00% | 0.03% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Donoghue Forlines LLC | 6 | 1 | 0.26% | 4.76% | 15.48% | Q2 2018 | Q2 2023 | 16 |
Cordant, Inc. | 16 | 16 | 13.10% | 15.44% | 17.44% | Q4 2019 | Q3 2023 | 16 |
REGIONS FINANCIAL CORP | 15 | 1 | 0.00% | 0.06% | 0.13% | Q4 2018 | Q3 2023 | 16 |
Legacy Bridge, LLC | 16 | 16 | 0.06% | 0.21% | 0.53% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Institute for Wealth Management, LLC. | 14 | 2 | 0.18% | 0.55% | 0.92% | Q3 2019 | Q3 2023 | 16 |
TWO SIGMA SECURITIES, LLC | 6 | 1 | 0.00% | 0.06% | 0.29% | Q1 2016 | Q3 2023 | 16 |
Cedar Wealth Management, LLC | 16 | 16 | 0.20% | 0.34% | 0.60% | Q4 2019 | Q3 2023 | 16 |
Allworth Financial LP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Perigon Wealth Management, LLC | 15 | 1 | 0.19% | 0.29% | 0.53% | Q3 2011 | Q3 2023 | 16 |
Sigma Planning Corp | 6 | 4 | 0.01% | 0.04% | 0.09% | Q3 2016 | Q3 2023 | 16 |
QUANTUM CAPITAL MANAGEMENT | 16 | 16 | 1.26% | 4.23% | 11.60% | Q4 2016 | Q3 2020 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.08% | 0.13% | Q1 2020 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.13% | 0.45% | 1.63% | Q4 2019 | Q3 2023 | 15 |
Pacifica Partners Inc. | 15 | 15 | 0.03% | 0.06% | 0.13% | Q2 2020 | Q4 2023 | 15 |
Prestige Wealth Management Group LLC | 15 | 15 | 0.00% | 0.56% | 2.86% | Q1 2020 | Q3 2023 | 15 |
UBP Investment Advisors SA | 9 | 6 | 0.08% | 0.56% | 1.06% | Q4 2017 | Q2 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.03% | 0.09% | Q2 2016 | Q4 2019 | 15 |
WESBANCO BANK INC | 8 | 7 | 0.03% | 0.05% | 0.07% | Q4 2013 | Q3 2023 | 15 |
IFC Holdings Incorporated/FL | 9 | 6 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q2 2017 | 15 |
Cordatus Wealth Management LLC | 5 | 3 | 0.08% | 0.83% | 2.48% | Q4 2018 | Q2 2023 | 15 |
GeoWealth Management, LLC | 14 | 1 | 0.01% | 0.58% | 3.03% | Q3 2019 | Q3 2023 | 15 |
Sowell Financial Services LLC | 10 | 1 | 0.01% | 0.10% | 0.30% | Q3 2018 | Q3 2023 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q4 2022 | 15 |
SFMG, LLC | 15 | 15 | 0.05% | 0.30% | 2.80% | Q1 2020 | Q3 2023 | 15 |
QUATTRO FINANCIAL ADVISORS LLC | 11 | 1 | 0.08% | 3.80% | 10.84% | Q4 2018 | Q4 2022 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 15 | 15 | 0.21% | 0.35% | 0.58% | Q1 2020 | Q3 2023 | 15 |
PYA Waltman Capital, LLC | 15 | 15 | 0.21% | 2.20% | 8.01% | Q1 2020 | Q3 2023 | 15 |
Elm Partners Management LLC | 15 | 15 | 0.59% | 4.06% | 11.63% | Q1 2020 | Q3 2023 | 15 |
Capital Advisors, Ltd. LLC | 15 | 15 | 0.05% | 0.15% | 0.40% | Q1 2020 | Q3 2023 | 15 |
RAYMOND JAMES TRUST N.A. | 13 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.07% | 0.16% | 0.24% | Q2 2013 | Q4 2016 | 15 |
Roundview Capital LLC | 15 | 15 | 0.18% | 0.43% | 0.76% | Q1 2020 | Q3 2023 | 15 |
FINANCIAL CONSULATE, INC | 15 | 15 | 0.12% | 0.53% | 1.89% | Q4 2014 | Q2 2018 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.05% | 0.24% | 1.40% | Q1 2020 | Q3 2023 | 15 |
Global Trust Asset Management, LLC | 15 | 15 | 0.07% | 0.38% | 1.48% | Q1 2020 | Q3 2023 | 15 |
Traverso Chambers Private Wealth Management, LLC | 15 | 15 | 7.75% | 9.53% | 11.10% | Q1 2020 | Q3 2023 | 15 |
Bray Capital Advisors | 15 | 15 | 0.37% | 0.49% | 0.76% | Q1 2020 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 5 | 0.00% | 0.09% | 0.20% | Q4 2019 | Q3 2023 | 15 |
PACIFIC FINANCIAL GROUP INC | 15 | 15 | 0.18% | 0.28% | 0.37% | Q1 2020 | Q3 2023 | 15 |
OneDigital Investment Advisors LLC | 14 | 1 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 15 |
EP Wealth Advisors, LLC | 12 | 1 | 0.01% | 0.05% | 0.09% | Q4 2015 | Q3 2023 | 15 |
Trek Financial, LLC | 11 | 4 | 0.03% | 0.22% | 1.33% | Q4 2018 | Q3 2023 | 15 |
Certified Advisory Corp | 11 | 4 | 0.06% | 1.03% | 2.18% | Q3 2019 | Q3 2023 | 15 |
Winch Advisory Services, LLC | 15 | 15 | 5.81% | 9.52% | 13.48% | Q1 2020 | Q3 2023 | 15 |
LINCOLN NATIONAL CORP | 11 | 4 | 0.01% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 15 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14 | 14 | 0.09% | 0.27% | 0.57% | Q2 2018 | Q3 2021 | 14 |
Pure Financial Advisors, LLC | 14 | 14 | 0.35% | 1.51% | 2.27% | Q3 2020 | Q4 2023 | 14 |
Great Point Wealth Advisors, LLC | 14 | 14 | 0.07% | 2.07% | 12.00% | Q2 2020 | Q3 2023 | 14 |
Charles Schwab Trust Co | 14 | 14 | 0.07% | 2.70% | 6.61% | Q2 2020 | Q3 2023 | 14 |
Lutz Financial Services LLC | 14 | 14 | 0.55% | 1.50% | 2.07% | Q2 2020 | Q3 2023 | 14 |
LAKE STREET ADVISORS GROUP, LLC | 8 | 1 | 0.05% | 0.11% | 0.16% | Q4 2018 | Q3 2023 | 14 |
Mraz, Amerine & Associates, Inc. | 14 | 14 | 0.05% | 0.13% | 0.26% | Q1 2020 | Q2 2023 | 14 |
SeaBridge Investment Advisors LLC | 8 | 6 | 0.01% | 3.53% | 9.75% | Q4 2016 | Q3 2023 | 14 |
Strategic Wealth Investment Group, LLC | 14 | 14 | 3.03% | 6.75% | 14.42% | Q2 2020 | Q3 2023 | 14 |
M Holdings Securities, Inc. | 5 | 1 | 0.07% | 0.22% | 0.43% | Q4 2014 | Q1 2023 | 14 |
Jacobsen Capital Management | 14 | 14 | 2.51% | 5.21% | 8.30% | Q2 2020 | Q3 2023 | 14 |
Northwest Quadrant Wealth Management, LLC | 14 | 14 | 11.29% | 12.80% | 15.44% | Q3 2018 | Q4 2021 | 14 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.01% | 0.19% | 0.45% | Q2 2018 | Q3 2023 | 14 |
Resource Planning Group | 14 | 14 | 0.12% | 0.25% | 0.41% | Q4 2018 | Q1 2022 | 14 |
BROWN BROTHERS HARRIMAN & CO | 13 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 14 |
Diversified Trust Co | 13 | 1 | 0.01% | 0.17% | 0.31% | Q1 2020 | Q3 2023 | 14 |
FDx Advisors, Inc. | 7 | 1 | 0.01% | 0.22% | 0.43% | Q2 2018 | Q3 2023 | 14 |
NEW SOUTH CAPITAL MANAGEMENT INC | 12 | 2 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2020 | 14 |
FinTrust Capital Advisors, LLC | 14 | 14 | 0.02% | 0.14% | 0.22% | Q2 2020 | Q3 2023 | 14 |
IBERIABANK CORP | 9 | 1 | 0.05% | 0.11% | 0.25% | Q4 2013 | Q2 2020 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.53% | 3.01% | Q2 2020 | Q3 2023 | 14 |
STEEL GROVE CAPITAL ADVISORS, LLC | 14 | 14 | 0.57% | 1.47% | 2.70% | Q2 2020 | Q3 2023 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.01% | 0.32% | 0.56% | Q2 2020 | Q3 2023 | 14 |
Chicago Partners Investment Group LLC | 14 | 14 | 0.37% | 1.52% | 4.55% | Q2 2020 | Q3 2023 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MILES CAPITAL, INC. | 14 | 14 | 0.13% | 0.22% | 0.81% | Q4 2016 | Q1 2020 | 14 |
CWA Asset Management Group, LLC | 14 | 14 | 0.03% | 0.66% | 3.58% | Q2 2020 | Q3 2023 | 14 |
EVOKE WEALTH, LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 14 |
WINTRUST INVESTMENTS LLC | 10 | 2 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q4 2022 | 14 |
Hummer Financial Advisory Services Inc | 12 | 2 | 1.03% | 1.25% | 1.88% | Q4 2019 | Q3 2023 | 14 |
Arete Wealth Advisors, LLC | 14 | 14 | 0.02% | 0.35% | 2.86% | Q1 2020 | Q2 2023 | 14 |
THOMPSON SIEGEL & WALMSLEY LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 14 |
VERITY Wealth Advisors | 14 | 14 | 0.25% | 0.47% | 0.81% | Q3 2020 | Q4 2023 | 14 |
Evensky & Katz LLC | 8 | 2 | 0.00% | 1.09% | 5.05% | Q3 2017 | Q3 2023 | 14 |
Gray Wealth Management Inc. | 13 | 13 | 0.12% | 0.20% | 0.31% | Q1 2020 | Q1 2023 | 13 |
Private Advisory Group LLC | 12 | 1 | 0.05% | 0.95% | 1.31% | Q2 2019 | Q3 2022 | 13 |
U S GLOBAL INVESTORS INC | 13 | 13 | 0.03% | 0.43% | 2.38% | Q3 2019 | Q3 2022 | 13 |
FFT WEALTH MANAGEMENT LLC | 6 | 1 | 0.01% | 0.10% | 0.24% | Q2 2016 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.04% | 0.23% | 0.49% | Q4 2020 | Q4 2023 | 13 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7 | 6 | 0.08% | 0.51% | 1.51% | Q2 2020 | Q3 2023 | 13 |
WEDBUSH SECURITIES INC | 13 | 13 | 0.02% | 0.07% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Realta Investment Advisors | 11 | 2 | 0.00% | 0.07% | 0.13% | Q2 2020 | Q3 2023 | 13 |
Cypress Capital, LLC | 9 | 4 | 3.19% | 7.62% | 12.10% | Q2 2020 | Q3 2023 | 13 |
Secure Asset Management, LLC | 13 | 13 | 0.25% | 0.60% | 1.18% | Q1 2020 | Q1 2023 | 13 |
Monument Capital Management | 10 | 3 | 0.21% | 0.99% | 3.74% | Q3 2018 | Q3 2023 | 13 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 13 | 13 | 0.04% | 0.19% | 1.04% | Q3 2020 | Q3 2023 | 13 |
Orion Portfolio Solutions, LLC | 12 | 1 | 0.00% | 0.24% | 0.39% | Q2 2020 | Q3 2023 | 13 |
Apella Capital, LLC | 10 | 3 | 0.05% | 0.17% | 0.45% | Q3 2020 | Q4 2023 | 13 |
Leelyn Smith, LLC | 12 | 1 | 0.02% | 0.07% | 0.12% | Q4 2019 | Q1 2023 | 13 |
Capital Asset Advisory Services LLC | 6 | 1 | 0.02% | 0.15% | 0.32% | Q2 2017 | Q3 2023 | 13 |
Avion Wealth | 7 | 6 | 0.00% | 3.33% | 13.11% | Q1 2020 | Q3 2023 | 13 |
Strategic Financial Services, Inc, | 12 | 1 | 0.02% | 0.66% | 1.14% | Q2 2020 | Q3 2023 | 13 |
Carroll Financial Associates, Inc. | 13 | 13 | 0.00% | 0.07% | 0.12% | Q4 2018 | Q4 2021 | 13 |
BESSEMER GROUP INC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 13 |
DRW Securities, LLC | 6 | 1 | 0.01% | 0.13% | 0.99% | Q2 2013 | Q4 2019 | 13 |
NOMURA ASSET MANAGEMENT CO LTD | 13 | 13 | 0.00% | 0.15% | 0.40% | Q3 2020 | Q3 2023 | 13 |
ALBION FINANCIAL GROUP /UT | 10 | 3 | 0.03% | 0.07% | 0.19% | Q2 2020 | Q3 2023 | 13 |
Foundations Investment Advisors, LLC | 13 | 13 | 0.01% | 0.86% | 3.71% | Q3 2020 | Q3 2023 | 13 |
FIRST AMERICAN TRUST, FSB | 13 | 13 | 0.04% | 0.29% | 0.68% | Q3 2020 | Q3 2023 | 13 |
Praetorian Wealth Management, Inc. | 12 | 1 | 0.17% | 3.90% | 11.58% | Q2 2020 | Q3 2023 | 13 |
Dynamic Advisor Solutions LLC | 6 | 3 | 0.02% | 0.06% | 0.21% | Q2 2018 | Q3 2023 | 13 |
Investors Research Corp | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.07% | 0.19% | Q3 2020 | Q3 2023 | 13 |
DAVIS R M INC | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Archford Capital Strategies, LLC | 13 | 13 | 0.08% | 1.64% | 2.47% | Q2 2020 | Q2 2023 | 13 |
Zhang Financial LLC | 13 | 13 | 0.04% | 0.11% | 0.29% | Q3 2020 | Q3 2023 | 13 |
Renaissance Technologies | 10 | 1 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 13 |
Tri-Star Advisors Inc. | 10 | 3 | 0.19% | 2.05% | 8.71% | Q2 2020 | Q3 2023 | 13 |
FIDUCIARY TRUST CO | 13 | 13 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Summit Global Investments | 11 | 1 | 0.07% | 0.14% | 0.72% | Q4 2016 | Q3 2023 | 13 |
Bull Street Advisors, LLC | 13 | 13 | 3.19% | 4.63% | 5.04% | Q3 2020 | Q3 2023 | 13 |
Westchester Capital Management, Inc. | 13 | 13 | 0.04% | 0.06% | 0.15% | Q3 2020 | Q3 2023 | 13 |
F3Logic, LLC | 12 | 1 | 0.01% | 0.74% | 3.91% | Q1 2018 | Q3 2021 | 13 |
Cerity Partners LLC | 12 | 1 | 0.01% | 0.06% | 0.25% | Q1 2017 | Q3 2023 | 13 |
Total Clarity Wealth Management, Inc. | 9 | 2 | 0.11% | 0.41% | 1.64% | Q4 2019 | Q2 2023 | 13 |
OPPENHEIMER & CO INC | 13 | 13 | 0.01% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 13 |
WIT, LLC | 12 | 12 | 15.44% | 23.47% | 28.37% | Q4 2020 | Q3 2023 | 12 |
Compton Wealth Advisory Group, LLC | 12 | 12 | 0.20% | 0.27% | 0.43% | Q3 2020 | Q2 2023 | 12 |
Barrett Asset Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 0.18% | 0.36% | 1.68% | Q4 2020 | Q3 2023 | 12 |
Spears Abacus Advisors LLC | 12 | 12 | 0.02% | 0.03% | 0.07% | Q1 2020 | Q4 2022 | 12 |
Lido Advisors, LLC | 12 | 12 | 0.02% | 0.10% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Falcon Wealth Planning | 12 | 12 | 1.60% | 2.12% | 2.50% | Q4 2020 | Q3 2023 | 12 |
SHEPHERD KAPLAN KROCHUK, LLC | 10 | 2 | 0.10% | 0.27% | 0.71% | Q3 2017 | Q2 2022 | 12 |
BOSTON FAMILY OFFICE LLC | 12 | 12 | 0.31% | 0.59% | 1.39% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.01% | 0.46% | 1.17% | Q4 2020 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.07% | 1.05% | 2.59% | Q4 2020 | Q3 2023 | 12 |
NORTHWEST WEALTH MANAGEMENT, LLC | 7 | 5 | 0.02% | 1.28% | 4.45% | Q3 2017 | Q3 2023 | 12 |
Portland Global Advisors LLC | 12 | 12 | 0.12% | 2.16% | 3.24% | Q4 2020 | Q3 2023 | 12 |
D.A. DAVIDSON & CO. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Country Club Trust Company, n.a. | 6 | 6 | 0.38% | 1.23% | 2.21% | Q4 2018 | Q4 2021 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.03% | 0.58% | 1.66% | Q4 2020 | Q3 2023 | 12 |
Prudent Man Advisors, LLC | 12 | 12 | 0.10% | 0.17% | 0.54% | Q2 2020 | Q1 2023 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 11 | 1 | 0.00% | 0.12% | 0.25% | Q1 2019 | Q3 2023 | 12 |
WBH ADVISORY INC | 9 | 3 | 0.15% | 0.81% | 1.75% | Q3 2020 | Q3 2023 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 0.66% | 1.87% | 2.80% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.14% | 0.53% | 0.76% | Q4 2020 | Q3 2023 | 12 |
KCS Wealth Advisory | 12 | 12 | 0.18% | 2.46% | 4.99% | Q4 2020 | Q3 2023 | 12 |
Arden Trust Co | 12 | 12 | 0.04% | 0.22% | 0.43% | Q1 2021 | Q4 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.34% | 0.38% | 0.43% | Q4 2020 | Q3 2023 | 12 |
Human Investing LLC | 12 | 12 | 0.21% | 1.81% | 3.60% | Q4 2020 | Q3 2023 | 12 |
Principle Wealth Partners LLC | 6 | 1 | 0.02% | 0.67% | 2.41% | Q4 2018 | Q3 2023 | 12 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 12 |
Moser Wealth Advisors, LLC | 10 | 2 | 0.01% | 1.80% | 6.50% | Q3 2020 | Q3 2023 | 12 |
STEPHENS INC /AR/ | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 12 |
Crabel Capital Management, LLC | 8 | 4 | 0.06% | 0.79% | 2.65% | Q3 2020 | Q3 2023 | 12 |
VISTA INVESTMENT MANAGEMENT | 12 | 12 | 0.28% | 0.82% | 1.55% | Q4 2019 | Q3 2022 | 12 |
Oak Harvest Investment Services | 12 | 12 | 4.98% | 6.42% | 8.38% | Q4 2020 | Q3 2023 | 12 |
Q3 Asset Management | 8 | 1 | 0.00% | 0.23% | 0.41% | Q4 2017 | Q1 2022 | 12 |
Safir Wealth Advisors, LLC | 12 | 12 | 8.50% | 12.43% | 15.94% | Q4 2020 | Q3 2023 | 12 |
McLean Asset Management Corp | 12 | 12 | 0.34% | 1.85% | 3.37% | Q1 2021 | Q4 2023 | 12 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 12 | 12 | 0.16% | 0.42% | 0.80% | Q1 2020 | Q4 2022 | 12 |
First Allied Advisory Services, Inc. | 10 | 1 | 0.00% | 0.05% | 0.17% | Q1 2017 | Q3 2020 | 12 |
SG Americas Securities, LLC | 6 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 12 |
CULLEN/FROST BANKERS, INC. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.05% | 0.82% | 2.90% | Q1 2021 | Q3 2023 | 11 |
JFS WEALTH ADVISORS, LLC | 9 | 2 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 11 |
Virtu KCG Holdings LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q2 2017 | 11 |
Pasadena Private Wealth, LLC | 5 | 1 | 0.27% | 6.21% | 17.86% | Q1 2019 | Q3 2023 | 11 |
Geneos Wealth Management Inc. | 4 | 2 | 0.00% | 0.02% | 0.15% | Q4 2017 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 1.31% | 3.18% | Q1 2021 | Q3 2023 | 11 |
Miracle Mile Advisors, LLC | 6 | 1 | 0.01% | 0.76% | 7.44% | Q4 2014 | Q1 2023 | 11 |
Forward Management, LLC | 11 | 11 | 0.49% | 0.74% | 1.17% | Q2 2013 | Q4 2015 | 11 |
Savant Capital, LLC | 10 | 1 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q2 2023 | 11 |
Twin Lakes Capital Management, LLC | 6 | 5 | 0.24% | 0.32% | 0.39% | Q4 2020 | Q3 2023 | 11 |
Stratos Wealth Advisors, LLC | 10 | 1 | 0.05% | 0.56% | 1.13% | Q4 2020 | Q3 2023 | 11 |
Ridgewood Investments LLC | 11 | 11 | 0.18% | 0.88% | 3.16% | Q1 2021 | Q3 2023 | 11 |
M. Kulyk & Associates, LLC | 11 | 11 | 0.06% | 1.69% | 5.19% | Q4 2020 | Q2 2023 | 11 |
B. Riley Wealth Advisors, Inc. | 8 | 1 | 0.01% | 0.04% | 0.12% | Q1 2020 | Q3 2023 | 11 |
COMERICA BANK | 9 | 1 | 0.00% | 0.03% | 0.12% | Q2 2020 | Q3 2023 | 11 |
Tolleson Wealth Management, Inc. | 11 | 11 | 0.22% | 0.26% | 0.30% | Q1 2021 | Q3 2023 | 11 |
PARK AVENUE SECURITIES LLC | 10 | 1 | 0.01% | 0.06% | 0.21% | Q3 2020 | Q3 2023 | 11 |
LAZARD ASSET MANAGEMENT LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Ten Capital Wealth Advisors, LLC | 11 | 11 | 0.14% | 0.66% | 0.97% | Q4 2020 | Q2 2023 | 11 |
Lloyd Advisory Services, LLC. | 11 | 11 | 0.09% | 0.19% | 0.55% | Q4 2019 | Q2 2022 | 11 |
Capital Investment Services of America, Inc. | 11 | 11 | 0.18% | 0.84% | 1.82% | Q1 2021 | Q3 2023 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 5 | 0.02% | 0.23% | 0.54% | Q3 2020 | Q3 2023 | 11 |
Crestwood Advisors Group, LLC | 11 | 11 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 5 | 0.00% | 0.44% | 1.83% | Q4 2014 | Q2 2021 | 11 |
DB Wealth Management Group, LLC | 7 | 4 | 0.01% | 0.03% | 0.19% | Q4 2020 | Q3 2023 | 11 |
Cornerstone Wealth Advisors, Inc. | 11 | 11 | 21.27% | 24.70% | 27.40% | Q1 2021 | Q3 2023 | 11 |
WALLER FINANCIAL PLANNING GROUP, INC | 8 | 1 | 0.06% | 1.65% | 9.00% | Q2 2020 | Q2 2023 | 11 |
MBA Advisors LLC | 11 | 11 | 0.21% | 0.40% | 0.70% | Q1 2021 | Q3 2023 | 11 |
Relative Value Partners Group, LLC | 8 | 3 | 0.02% | 1.76% | 2.68% | Q4 2020 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q3 2020 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 1 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.17% | 0.19% | 0.21% | Q1 2021 | Q3 2023 | 11 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 11 | 11 | 0.15% | 0.30% | 0.46% | Q2 2019 | Q4 2021 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.05% | 1.06% | 2.16% | Q1 2017 | Q3 2019 | 11 |
Beaumont Financial Partners, LLC | 6 | 2 | 0.05% | 0.87% | 5.65% | Q3 2018 | Q3 2022 | 11 |
ACG Wealth | 9 | 2 | 0.03% | 0.05% | 0.08% | Q3 2019 | Q3 2022 | 11 |
American Money Management, LLC | 6 | 5 | 0.14% | 3.63% | 5.75% | Q4 2019 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Opus Capital Group, LLC | 7 | 4 | 0.04% | 1.76% | 5.32% | Q2 2020 | Q3 2023 | 11 |
GUGGENHEIM CAPITAL LLC | 8 | 3 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 11 |
MONUMENTAL FINANCIAL GROUP INC. | 11 | 11 | 0.36% | 5.50% | 9.53% | Q1 2021 | Q3 2023 | 11 |
Orgel Wealth Management, LLC | 5 | 1 | 0.09% | 5.71% | 13.54% | Q1 2019 | Q3 2023 | 11 |
Sage Mountain Advisors LLC | 11 | 11 | 0.51% | 1.45% | 2.22% | Q1 2021 | Q3 2023 | 11 |
Evanson Asset Management, LLC | 8 | 2 | 0.03% | 0.29% | 1.35% | Q3 2020 | Q3 2023 | 10 |
NORTHEAST INVESTMENT MANAGEMENT | 5 | 5 | 0.04% | 0.07% | 0.12% | Q2 2015 | Q4 2017 | 10 |
Orion Capital Management LLC | 9 | 1 | 0.01% | 0.53% | 0.87% | Q4 2020 | Q3 2023 | 10 |
Mariner, LLC | 9 | 1 | 0.01% | 0.20% | 0.34% | Q2 2019 | Q3 2023 | 10 |
NWK Group, Inc. | 10 | 10 | 0.02% | 0.19% | 0.54% | Q1 2020 | Q2 2022 | 10 |
Hanson & Doremus Investment Management | 9 | 1 | 0.10% | 0.41% | 0.58% | Q1 2021 | Q3 2023 | 10 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Elgethun Capital Management | 10 | 10 | 0.17% | 0.22% | 0.28% | Q2 2020 | Q3 2022 | 10 |
ORSER CAPITAL MANAGEMENT, LLC | 10 | 10 | 2.95% | 7.94% | 12.37% | Q1 2019 | Q2 2021 | 10 |
Bedel Financial Consulting, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2021 | 10 |
Koss-Olinger Consulting, LLC | 10 | 10 | 0.08% | 0.13% | 0.27% | Q2 2021 | Q3 2023 | 10 |
DAGCO, INC. | 10 | 10 | 0.33% | 3.66% | 5.04% | Q3 2020 | Q4 2022 | 10 |
Hilltop Holdings Inc. | 7 | 3 | 0.04% | 0.36% | 0.72% | Q2 2019 | Q3 2023 | 10 |
EATON VANCE MANAGEMENT | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 10 |
Benchmark Wealth Management, LLC | 10 | 10 | 0.16% | 0.42% | 0.67% | Q2 2021 | Q3 2023 | 10 |
RFG Advisory, LLC | 4 | 2 | 0.01% | 0.11% | 0.50% | Q3 2018 | Q1 2023 | 10 |
Chandler Asset Management, Inc. | 8 | 2 | 0.18% | 1.04% | 4.37% | Q4 2017 | Q3 2023 | 10 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.04% | 0.30% | Q4 2020 | Q3 2023 | 10 |
Titan Capital Management, LLC /TX | 10 | 10 | 8.63% | 11.10% | 16.09% | Q1 2021 | Q2 2023 | 10 |
HUNTINGTON NATIONAL BANK | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 7 | 1 | 0.02% | 0.23% | 0.51% | Q4 2020 | Q3 2023 | 10 |
Dorsey & Whitney Trust CO LLC | 3 | 1 | 0.02% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 10 |
Betterment LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.01% | 0.18% | 0.47% | Q2 2020 | Q3 2022 | 10 |
Bison Wealth, LLC | 9 | 1 | 0.06% | 0.17% | 0.32% | Q3 2019 | Q1 2022 | 10 |
Highland Private Wealth Management | 7 | 3 | 0.06% | 0.10% | 0.17% | Q2 2016 | Q2 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.18% | 0.32% | 0.37% | Q1 2021 | Q3 2023 | 10 |
Eukles Asset Management | 7 | 3 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 10 |
True Link Financial Advisors, LLC | 10 | 10 | 0.03% | 0.24% | 0.70% | Q4 2020 | Q1 2023 | 10 |
Lindbrook Capital, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2021 | 10 |
B. Riley Wealth Management, Inc. | 8 | 2 | 0.00% | 0.51% | 2.53% | Q4 2019 | Q2 2022 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.01% | 0.95% | 2.57% | Q3 2018 | Q4 2020 | 10 |
Milestone Advisory Partners | 10 | 10 | 0.17% | 3.02% | 11.16% | Q1 2020 | Q2 2022 | 10 |
Perella Weinberg Partners Capital Management LP | 7 | 3 | 0.07% | 0.40% | 1.17% | Q4 2017 | Q4 2020 | 10 |
Mirae Asset Global Investments Co., Ltd. | 10 | 10 | 0.01% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
First City Capital Management, Inc. | 10 | 10 | 0.47% | 1.52% | 2.26% | Q1 2020 | Q2 2022 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
55I, LLC | 10 | 10 | 0.02% | 0.18% | 0.51% | Q4 2019 | Q1 2022 | 10 |
Merriman Wealth Management, LLC | 2 | 1 | 0.03% | 0.64% | 2.66% | Q2 2016 | Q2 2023 | 10 |
AMI INVESTMENT MANAGEMENT INC | 5 | 1 | 0.09% | 1.49% | 11.32% | Q3 2019 | Q3 2023 | 9 |
Choate Investment Advisors | 9 | 9 | 0.00% | 0.26% | 0.60% | Q3 2021 | Q3 2023 | 9 |
Suncoast Equity Management | 9 | 9 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2022 | 9 |
First Command Bank | 7 | 2 | 0.02% | 0.04% | 0.09% | Q4 2016 | Q2 2023 | 9 |
Wealth Advisors of Iowa, LLC | 8 | 1 | 0.20% | 14.09% | 28.99% | Q1 2020 | Q2 2022 | 9 |
Merit Financial Group, LLC | 5 | 1 | 0.02% | 1.20% | 3.60% | Q3 2018 | Q3 2023 | 9 |
Empirical Finance, LLC | 8 | 1 | 0.20% | 0.40% | 0.49% | Q1 2018 | Q3 2020 | 9 |
Founders Capital Management | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Roble, Belko & Company, Inc | 7 | 1 | 0.08% | 0.62% | 1.47% | Q3 2018 | Q3 2023 | 9 |
Financial & Tax Architects, LLC | 6 | 3 | 0.10% | 0.13% | 0.26% | Q1 2021 | Q3 2023 | 9 |
AEGON USA Investment Management, LLC | 9 | 9 | 0.60% | 0.79% | 0.96% | Q2 2013 | Q2 2015 | 9 |
First Command Financial Services, Inc. | 7 | 2 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q2 2023 | 9 |
Founders Financial Alliance, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.11% | 1.13% | 1.81% | Q3 2021 | Q3 2023 | 9 |
EVERETT HARRIS & CO /CA/ | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
Municipal Employees' Retirement System of Michigan | 9 | 9 | 1.64% | 2.45% | 3.92% | Q3 2021 | Q3 2023 | 9 |
Snider Financial Group | 7 | 2 | 0.26% | 0.48% | 1.11% | Q2 2021 | Q3 2023 | 9 |
First Horizon Advisors, Inc. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
NORTHERN TRUST CORP | 9 | 9 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Beaumont Capital Management, LLC | 7 | 2 | 0.22% | 3.48% | 16.16% | Q4 2020 | Q3 2023 | 9 |
IMPACTfolio, LLC | 9 | 9 | 0.20% | 0.37% | 0.50% | Q4 2021 | Q4 2023 | 9 |
First National Bank of South Miami | 9 | 9 | 0.07% | 0.09% | 0.11% | Q2 2021 | Q2 2023 | 9 |
Aveo Capital Partners, LLC | 7 | 1 | 0.08% | 0.27% | 0.74% | Q1 2020 | Q3 2023 | 9 |
Sovereign Investment Advisors, LLC | 9 | 9 | 0.11% | 0.12% | 0.13% | Q3 2021 | Q3 2023 | 9 |
CAHILL FINANCIAL ADVISORS INC | 9 | 9 | 0.33% | 0.45% | 0.65% | Q2 2015 | Q2 2017 | 9 |
Clearview Wealth Advisors LLC | 5 | 4 | 0.06% | 0.28% | 1.02% | Q4 2020 | Q3 2023 | 9 |
Compass Advisory Group LLC | 9 | 9 | 0.17% | 4.37% | 8.33% | Q4 2020 | Q4 2022 | 9 |
Fusion Investment Group, LLC | 9 | 9 | 0.42% | 1.16% | 2.26% | Q4 2013 | Q4 2015 | 9 |
MONECO Advisors, LLC | 9 | 9 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Wealthspire Advisors, LLC | 9 | 9 | 0.06% | 0.12% | 0.27% | Q1 2020 | Q1 2022 | 9 |
DF DENT & CO INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2017 | 9 |
U.S. Capital Wealth Advisors, LLC | 6 | 2 | 0.01% | 0.06% | 0.15% | Q3 2021 | Q3 2023 | 9 |
6 Meridian | 9 | 9 | 1.20% | 2.37% | 3.25% | Q4 2019 | Q4 2021 | 9 |
Modera Wealth Management, LLC | 4 | 2 | 0.01% | 0.62% | 4.05% | Q2 2018 | Q3 2023 | 9 |
MGO ONE SEVEN LLC | 9 | 9 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Ameritas Investment Company, LLC | 5 | 1 | 0.01% | 0.09% | 0.24% | Q4 2018 | Q3 2021 | 9 |
Five Oceans Advisors | 9 | 9 | 2.34% | 11.48% | 17.12% | Q3 2021 | Q3 2023 | 9 |
WC Walker & Associates, Inc. | 9 | 9 | 0.98% | 1.22% | 1.59% | Q4 2020 | Q4 2022 | 9 |
EPG Wealth Management LLC | 9 | 9 | 0.17% | 2.72% | 5.35% | Q3 2021 | Q3 2023 | 9 |
Patten Group, Inc. | 6 | 2 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q4 2021 | 8 |
PERSONAL CFO SOLUTIONS, LLC | 6 | 2 | 0.07% | 0.39% | 1.33% | Q1 2020 | Q3 2023 | 8 |
Foresight Wealth Management, LLC | 8 | 8 | 0.04% | 1.72% | 4.26% | Q3 2020 | Q2 2022 | 8 |
Verity Asset Management, Inc. | 7 | 1 | 0.16% | 0.99% | 4.73% | Q1 2020 | Q1 2022 | 8 |
PBMares Wealth Management LLC | 7 | 1 | 0.09% | 0.18% | 0.34% | Q3 2021 | Q3 2023 | 8 |
Claraphi Advisory Network, LLC | 2 | 1 | 0.01% | 0.25% | 0.48% | Q4 2018 | Q3 2022 | 8 |
Starfox Financial Services, LLC | 8 | 8 | 0.88% | 6.34% | 8.27% | Q4 2021 | Q3 2023 | 8 |
LCNB CORP | 7 | 1 | 0.10% | 0.30% | 1.63% | Q1 2020 | Q3 2023 | 8 |
MAYPORT, LLC | 8 | 8 | 12.38% | 13.00% | 14.06% | Q4 2021 | Q3 2023 | 8 |
FIRST HAWAIIAN BANK | 5 | 3 | 0.01% | 0.03% | 0.11% | Q3 2018 | Q1 2021 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.42% | 0.49% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.15% | 0.39% | 0.74% | Q4 2021 | Q3 2023 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.00% | 1.20% | 1.75% | Q4 2021 | Q3 2023 | 8 |
BLUESTEM FINANCIAL ADVISORS, LLC | 8 | 8 | 0.16% | 0.22% | 0.34% | Q4 2019 | Q3 2021 | 8 |
Corrigan Financial, Inc. | 8 | 8 | 0.06% | 0.10% | 0.18% | Q1 2020 | Q4 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.13% | 0.30% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Capital Advantage, Inc. | 7 | 1 | 0.12% | 0.14% | 0.17% | Q3 2019 | Q1 2022 | 8 |
Successful Portfolios LLC | 8 | 8 | 0.25% | 1.13% | 2.07% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.04% | 0.24% | 0.44% | Q4 2021 | Q3 2023 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 8 |
Bell Rock Capital LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q2 2019 | 8 |
Level Financial Advisors | 8 | 8 | 10.61% | 11.95% | 14.41% | Q4 2021 | Q3 2023 | 8 |
Garde Capital, Inc. | 5 | 1 | 0.06% | 0.11% | 0.16% | Q1 2016 | Q2 2020 | 8 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 1 | 0.00% | 0.06% | 0.34% | Q1 2017 | Q3 2023 | 8 |
Spectrum Planning & Advisory Services Inc. | 8 | 8 | 0.52% | 7.16% | 9.59% | Q4 2020 | Q3 2022 | 8 |
CONTINENTAL INVESTORS SERVICES, INC. | 8 | 8 | 0.53% | 0.64% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Frontier Wealth Management LLC | 7 | 1 | 0.10% | 0.21% | 0.25% | Q2 2020 | Q2 2022 | 8 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8 | 8 | 0.00% | 0.53% | 1.85% | Q4 2021 | Q3 2023 | 8 |
Unconventional Investor, LLC | 8 | 8 | 2.91% | 3.39% | 3.67% | Q4 2021 | Q3 2023 | 8 |
AdvicePeriod, LLC | 8 | 8 | 0.02% | 2.37% | 4.16% | Q3 2019 | Q2 2021 | 8 |
Peterson Financial Group, Inc. | 8 | 8 | 0.23% | 0.31% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Graves Light Lenhart Wealth, Inc. | 8 | 8 | 0.24% | 0.36% | 0.42% | Q3 2021 | Q2 2023 | 8 |
CHILTON INVESTMENT CO INC. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
TPG Financial Advisors, LLC | 8 | 8 | 0.25% | 1.07% | 1.59% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.02% | 1.27% | 2.59% | Q4 2021 | Q3 2023 | 8 |
VICUS CAPITAL | 4 | 4 | 0.04% | 0.08% | 0.15% | Q1 2016 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.18% | 0.27% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2019 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Spinnaker Investment Group, LLC | 8 | 8 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Cranbrook Wealth Management, LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2022 | 8 |
PROVENCE WEALTH MANAGEMENT GROUP | 8 | 8 | 0.28% | 0.43% | 0.73% | Q4 2021 | Q3 2023 | 8 |
Echo45 Advisors LLC | 8 | 8 | 6.81% | 9.44% | 13.08% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.04% | 0.20% | Q4 2021 | Q3 2023 | 8 |
One Day In July LLC | 8 | 8 | 0.36% | 0.44% | 0.70% | Q4 2021 | Q3 2023 | 8 |
HC Advisors, LLC | 8 | 8 | 1.10% | 1.87% | 2.41% | Q4 2021 | Q3 2023 | 8 |
McDonough Capital Management, Inc | 8 | 8 | 4.66% | 5.46% | 6.44% | Q4 2021 | Q3 2023 | 8 |
Visionary Wealth Advisors | 8 | 8 | 0.30% | 0.71% | 1.71% | Q1 2020 | Q4 2021 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.02% | 0.05% | 0.12% | Q4 2021 | Q3 2023 | 8 |
SYNOVUS FINANCIAL CORP | 7 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 8 |
Capital Advisory Group Advisory Services, LLC | 8 | 8 | 0.01% | 0.36% | 2.73% | Q3 2020 | Q2 2022 | 8 |
Pinnacle Financial Group, LLC / IL | 8 | 8 | 0.30% | 0.82% | 1.39% | Q4 2021 | Q3 2023 | 8 |
Ancora Advisors LLC | 5 | 1 | 0.00% | 0.05% | 0.14% | Q2 2019 | Q4 2021 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 3.32% | 3.65% | 4.03% | Q4 2021 | Q3 2023 | 8 |
Mosaic Family Wealth, LLC | 7 | 1 | 0.00% | 0.16% | 0.24% | Q3 2018 | Q4 2021 | 8 |
Sage Financial Management Group, Inc. | 4 | 1 | 1.14% | 6.23% | 12.13% | Q4 2020 | Q3 2023 | 7 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 7 |
Fiera Capital Corp | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 7 |
WISCONSIN CAPITAL MANAGEMENT LLC | 7 | 7 | 0.08% | 0.15% | 0.24% | Q1 2021 | Q3 2022 | 7 |
Teamwork Financial Advisors, LLC | 6 | 1 | 0.15% | 1.56% | 4.09% | Q2 2020 | Q1 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.09% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 7 |
GW HENSSLER & ASSOCIATES LTD | 7 | 7 | 0.01% | 0.10% | 0.15% | Q3 2020 | Q1 2022 | 7 |
Hirtle Callaghan & Co LLC | 7 | 7 | 0.02% | 0.44% | 0.60% | Q1 2022 | Q3 2023 | 7 |
Walkner Condon Financial Advisors LLC | 7 | 7 | 0.07% | 0.15% | 0.30% | Q1 2022 | Q3 2023 | 7 |
HB Wealth Management, LLC | 6 | 1 | 0.02% | 1.57% | 2.81% | Q4 2021 | Q3 2023 | 7 |
Baker Ellis Asset Management LLC | 7 | 7 | 0.06% | 0.07% | 0.09% | Q2 2019 | Q4 2020 | 7 |
NextCapital Advisers, Inc. | 7 | 7 | 1.56% | 1.99% | 2.75% | Q4 2020 | Q2 2022 | 7 |
Alexandria Capital, LLC | 7 | 7 | 0.04% | 0.06% | 0.10% | Q1 2020 | Q3 2021 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.27% | 0.47% | 0.69% | Q1 2022 | Q3 2023 | 7 |
Astoria Strategic Wealth, Inc. | 7 | 7 | 0.44% | 1.20% | 1.70% | Q2 2021 | Q4 2022 | 7 |
Manhattan West Asset Management, LLC | 7 | 7 | 3.32% | 4.98% | 6.19% | Q1 2022 | Q3 2023 | 7 |
Integre Asset Management, LLC | 7 | 7 | 0.13% | 0.25% | 0.33% | Q2 2018 | Q4 2019 | 7 |
Emerald Advisors, LLC | 7 | 7 | 0.45% | 0.75% | 1.50% | Q1 2020 | Q3 2021 | 7 |
Welch Group, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q4 2021 | 7 |
Ameraudi Asset Management, Inc. | 7 | 7 | 0.10% | 0.49% | 1.25% | Q1 2022 | Q3 2023 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.00% | 0.09% | 0.16% | Q1 2022 | Q3 2023 | 7 |
SHEETS SMITH WEALTH MANAGEMENT | 7 | 7 | 0.05% | 0.10% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Miller Investment Management, LP | 5 | 2 | 2.81% | 4.13% | 8.54% | Q4 2021 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 1.38% | 1.67% | 2.29% | Q1 2022 | Q3 2023 | 7 |
BRIGHTON JONES LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2022 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.02% | 0.10% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Pinnacle Wealth Management Advisory Group, LLC | 7 | 7 | 0.07% | 0.19% | 0.48% | Q1 2020 | Q3 2021 | 7 |
MJP ASSOCIATES INC /ADV | 7 | 7 | 0.24% | 0.34% | 0.46% | Q4 2020 | Q2 2022 | 7 |
Covestor Ltd | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
DAVENPORT & Co LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q3 2020 | Q3 2022 | 7 |
PINNACLE ASSOCIATES LTD | 7 | 7 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2021 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 7 | 7 | 0.03% | 0.08% | 0.15% | Q1 2020 | Q3 2021 | 7 |
H&H Retirement Design & Management INC | 4 | 3 | 0.21% | 0.54% | 1.05% | Q1 2020 | Q4 2021 | 7 |
Veracity Capital LLC | 5 | 2 | 0.09% | 0.50% | 1.06% | Q1 2020 | Q3 2023 | 7 |
Glenview Trust Co | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Eudaimonia Partners, LLC | 5 | 2 | 0.02% | 0.24% | 0.86% | Q1 2020 | Q2 2022 | 7 |
AVAII WEALTH MANAGEMENT, LLC | 7 | 7 | 0.29% | 0.51% | 0.69% | Q1 2022 | Q3 2023 | 7 |
RWA WEALTH PARTNERS, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Freedom Investment Management, Inc. | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2022 | 7 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 6 | 1 | 0.10% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 7 |
Carlson Capital Management | 7 | 7 | 0.12% | 0.37% | 0.73% | Q1 2022 | Q3 2023 | 7 |
Clear Perspectives Financial Planning, LLC | 5 | 2 | 0.00% | 0.41% | 0.84% | Q4 2020 | Q1 2023 | 7 |
Alhambra Investment Management LLC | 4 | 3 | 0.21% | 0.37% | 1.02% | Q4 2020 | Q3 2023 | 7 |
ETF Portfolio Partners, Inc. | 7 | 7 | 4.80% | 5.45% | 5.92% | Q3 2021 | Q1 2023 | 7 |
MADISON INVESTMENT HOLDINGS INC | 7 | 7 | 0.55% | 0.73% | 1.12% | Q1 2018 | Q3 2019 | 7 |
Atlantic Private Wealth, LLC | 7 | 7 | 0.06% | 3.57% | 6.75% | Q4 2021 | Q2 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.02% | 0.09% | 0.16% | Q2 2020 | Q4 2021 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 11.74% | 14.45% | 15.85% | Q1 2022 | Q3 2023 | 7 |
GenTrust, LLC | 7 | 7 | 0.45% | 1.14% | 2.49% | Q1 2022 | Q3 2023 | 7 |
JBJ Investment Partners, LLC | 7 | 7 | 0.25% | 2.38% | 3.79% | Q1 2020 | Q3 2021 | 7 |
SteelPeak Wealth, LLC | 7 | 7 | 0.01% | 0.07% | 0.12% | Q2 2020 | Q4 2021 | 7 |
Krilogy Financial LLC | 6 | 1 | 0.00% | 0.21% | 1.43% | Q3 2016 | Q1 2020 | 7 |
Vise Technologies, Inc. | 7 | 7 | 1.23% | 2.24% | 3.07% | Q1 2022 | Q3 2023 | 7 |
ETRADE Capital Management LLC | 7 | 7 | 0.21% | 1.70% | 2.21% | Q1 2019 | Q3 2020 | 7 |
CONDOR CAPITAL MANAGEMENT | 7 | 7 | 0.11% | 0.12% | 0.14% | Q4 2018 | Q2 2020 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
STRATEGIC WEALTH MANAGEMENT INC | 7 | 7 | 0.65% | 0.86% | 1.34% | Q2 2020 | Q4 2021 | 7 |
Waverly Advisors, LLC | 5 | 2 | 0.03% | 0.31% | 0.64% | Q1 2020 | Q3 2023 | 7 |
OneAscent Wealth Management LLC | 7 | 7 | 0.18% | 5.33% | 8.70% | Q1 2022 | Q3 2023 | 7 |
Empowered Funds, LLC | 7 | 7 | 0.27% | 0.42% | 0.59% | Q1 2022 | Q3 2023 | 7 |
Leeward Financial Partners, LLC | 7 | 7 | 0.15% | 1.07% | 1.30% | Q4 2021 | Q2 2023 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 4 | 3 | 0.01% | 0.04% | 0.10% | Q2 2021 | Q1 2023 | 7 |
Hilton Capital Management, LLC | 7 | 7 | 6.70% | 9.62% | 12.12% | Q1 2022 | Q3 2023 | 7 |
Narus Financial Partners, LLC | 7 | 7 | 0.16% | 0.21% | 0.32% | Q1 2022 | Q3 2023 | 7 |
McClarren Financial Advisors, Inc. | 5 | 2 | 0.04% | 0.08% | 0.17% | Q4 2021 | Q3 2023 | 7 |
WBI INVESTMENTS, LLC | 5 | 2 | 0.05% | 0.19% | 0.34% | Q1 2021 | Q4 2022 | 7 |
Diversified Portfolios, Inc. | 4 | 3 | 0.06% | 0.24% | 0.33% | Q4 2021 | Q3 2023 | 7 |
Landsberg, Bennett, & Dubbaneh LLC | 7 | 7 | 0.57% | 3.61% | 5.46% | Q1 2020 | Q3 2021 | 7 |
PRIVATE TRUST CO NA | 6 | 1 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 7 |
Advisory Alpha, LLC | 7 | 7 | 0.03% | 3.08% | 5.54% | Q1 2022 | Q3 2023 | 7 |
Alaethes Wealth LLC | 6 | 1 | 0.23% | 4.64% | 6.68% | Q1 2021 | Q3 2023 | 7 |
LEUTHOLD GROUP, LLC | 6 | 6 | 0.09% | 0.13% | 0.21% | Q2 2022 | Q3 2023 | 6 |
KEYSTONE WEALTH PARTNERS | 6 | 6 | 16.25% | 18.15% | 20.25% | Q4 2020 | Q1 2022 | 6 |
Coastline Trust Co | 6 | 6 | 0.03% | 0.08% | 0.10% | Q4 2020 | Q1 2022 | 6 |
Cypress Wealth Services, LLC | 6 | 6 | 0.09% | 0.11% | 0.12% | Q4 2017 | Q1 2019 | 6 |
Family Management Corp | 6 | 6 | 0.00% | 0.07% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Violich Capital Management, Inc. | 3 | 1 | 0.06% | 0.08% | 0.10% | Q1 2018 | Q3 2023 | 6 |
Robertson Stephens Wealth Management, LLC | 4 | 2 | 0.03% | 0.14% | 0.39% | Q1 2020 | Q3 2023 | 6 |
J.W. COLE ADVISORS, INC. | 4 | 1 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 6 |
Whitegate Investment Counselors, Inc. | 6 | 6 | 0.05% | 0.08% | 0.11% | Q2 2020 | Q3 2021 | 6 |
Apriem Advisors | 6 | 6 | 0.05% | 3.96% | 5.26% | Q2 2022 | Q3 2023 | 6 |
Venture Visionary Partners LLC | 4 | 1 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q1 2023 | 6 |
VANGUARD GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 6 |
SPINNAKER TRUST | 6 | 6 | 0.67% | 3.62% | 4.73% | Q2 2022 | Q3 2023 | 6 |
Wealth Dimensions Group, Ltd. | 6 | 6 | 12.52% | 13.91% | 16.20% | Q2 2022 | Q3 2023 | 6 |
Avidian Wealth Solutions, LLC | 4 | 2 | 0.04% | 0.11% | 0.27% | Q1 2022 | Q3 2023 | 6 |
Vestmark Advisory Solutions, Inc. | 6 | 6 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q2 2023 | 6 |
BB&T SECURITIES, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.02% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Whitcomb & Hess, Inc. | 6 | 6 | 3.99% | 4.12% | 4.35% | Q2 2022 | Q3 2023 | 6 |
TCF National Bank | 3 | 3 | 0.03% | 0.13% | 0.30% | Q3 2019 | Q1 2021 | 6 |
1834 INVESTMENT ADVISORS CO | 6 | 6 | 0.04% | 3.53% | 5.07% | Q2 2022 | Q3 2023 | 6 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 5 | 1 | 0.13% | 0.27% | 0.38% | Q1 2022 | Q3 2023 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ellis Investment Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.03% | 0.14% | Q4 2018 | Q4 2022 | 6 |
LEO BROKERAGE, LLC | 5 | 1 | 0.05% | 0.67% | 3.26% | Q3 2020 | Q1 2022 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.02% | 0.30% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 1.06% | 1.78% | 2.63% | Q2 2022 | Q3 2023 | 6 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 6 | 0.56% | 0.88% | 1.05% | Q3 2022 | Q4 2023 | 6 |
Lenox Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 6 |
RETIREMENT CAPITAL STRATEGIES | 6 | 6 | 0.17% | 3.00% | 6.26% | Q2 2020 | Q3 2021 | 6 |
Keebeck Wealth Management, LLC | 6 | 6 | 0.07% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Executive Wealth Management, LLC | 6 | 6 | 0.08% | 0.29% | 0.49% | Q2 2022 | Q3 2023 | 6 |
Paradigm Financial Advisors, LLC | 6 | 6 | 1.47% | 2.32% | 4.53% | Q3 2020 | Q4 2021 | 6 |
Leicht Financial Planning & Wealth Management, Inc. | 6 | 6 | 0.27% | 2.75% | 4.52% | Q4 2018 | Q1 2020 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 1.17% | 3.07% | 4.32% | Q2 2022 | Q3 2023 | 6 |
Cornerstone Advisory, LLC | 6 | 6 | 0.12% | 0.18% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Continuum Advisory, LLC | 2 | 1 | 0.05% | 0.52% | 2.64% | Q4 2018 | Q2 2023 | 6 |
Apollon Wealth Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
WMS Partners, LLC | 6 | 6 | 0.36% | 1.20% | 2.32% | Q2 2022 | Q3 2023 | 6 |
Texas Capital Bank Wealth Management Services Inc | 6 | 6 | 0.07% | 0.12% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Faithward Advisors, LLC | 6 | 6 | 0.11% | 1.36% | 4.50% | Q2 2022 | Q3 2023 | 6 |
Kingsview Wealth Management, LLC | 4 | 2 | 0.01% | 0.07% | 0.21% | Q1 2017 | Q4 2021 | 6 |
FORVIS Wealth Advisors, LLC | 6 | 6 | 0.03% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Cadent Capital Advisors, LLC | 5 | 1 | 0.27% | 0.48% | 1.01% | Q4 2020 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Homrich & Berg | 5 | 1 | 0.01% | 0.18% | 0.40% | Q4 2017 | Q3 2021 | 6 |
STANSBERRY ASSET MANAGEMENT, LLC | 4 | 2 | 0.05% | 0.07% | 0.08% | Q3 2018 | Q1 2023 | 6 |
Baker Avenue Asset Management, LP | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.02% | 0.05% | 0.21% | Q2 2022 | Q3 2023 | 6 |
TrueWealth Advisors, LLC | 6 | 6 | 0.10% | 0.68% | 1.12% | Q2 2022 | Q3 2023 | 6 |
Guidance Point Advisors, LLC | 6 | 6 | 0.12% | 0.14% | 0.15% | Q3 2020 | Q4 2021 | 6 |
Bank Julius Baer & Co. Ltd, Zurich | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SMITH SHELLNUT WILSON LLC /ADV | 6 | 6 | 1.40% | 1.57% | 1.73% | Q1 2022 | Q2 2023 | 6 |
Schoolcraft Capital LLC | 6 | 6 | 0.28% | 2.91% | 4.03% | Q1 2019 | Q2 2020 | 6 |
Sand Hill Global Advisors, LLC | 6 | 6 | 0.02% | 0.58% | 0.92% | Q2 2022 | Q3 2023 | 6 |
IFS Advisors, LLC | 6 | 6 | 9.65% | 20.30% | 38.36% | Q3 2021 | Q4 2022 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.08% | 0.11% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Brickley Wealth Management | 6 | 6 | 0.06% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Clearshares LLC | 6 | 6 | 1.42% | 1.51% | 1.70% | Q4 2017 | Q1 2019 | 6 |
Horizon Kinetics | 6 | 6 | 3.43% | 4.14% | 5.41% | Q3 2017 | Q4 2018 | 6 |
HL FINANCIAL SERVICES LLC | 6 | 6 | 0.01% | 0.10% | 0.27% | Q4 2017 | Q1 2019 | 6 |
Disciplina Capital Management LLC | 5 | 1 | 0.01% | 0.32% | 0.60% | Q4 2018 | Q4 2020 | 6 |
FormulaFolio Investments, LLC | 2 | 1 | 0.02% | 0.37% | 0.63% | Q2 2016 | Q4 2020 | 6 |
Quantum Capital Management, LLC / NJ | 6 | 6 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Frontier Asset Management, LLC | 6 | 6 | 0.28% | 0.52% | 0.93% | Q2 2022 | Q3 2023 | 6 |
AlphaStar Capital Management, LLC | 4 | 1 | 0.02% | 0.21% | 0.34% | Q3 2020 | Q3 2023 | 6 |
Mosaic Advisors LLC | 6 | 6 | 4.98% | 5.90% | 6.78% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Management LLC | 6 | 6 | 0.06% | 0.09% | 0.16% | Q4 2020 | Q1 2022 | 6 |
ACUTE INVESTMENT ADVISORY, LLC | 6 | 6 | 4.88% | 9.75% | 15.02% | Q1 2022 | Q2 2023 | 6 |
Marks Wealth, LLC | 6 | 6 | 0.07% | 0.13% | 0.25% | Q1 2021 | Q2 2022 | 6 |
MONEY CONCEPTS CAPITAL CORP | 4 | 2 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q4 2022 | 6 |
Bridgeworth, LLC | 6 | 6 | 0.14% | 0.66% | 1.70% | Q2 2022 | Q3 2023 | 6 |
Barton Investment Management | 6 | 6 | 0.17% | 0.20% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Laidlaw Wealth Management LLC | 6 | 6 | 0.78% | 1.13% | 1.67% | Q2 2022 | Q3 2023 | 6 |
Spearhead Capital Advisors, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2022 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.06% | 0.13% | 0.18% | Q2 2022 | Q3 2023 | 6 |
RS CRUM INC. | 5 | 1 | 0.26% | 1.72% | 3.30% | Q4 2021 | Q3 2023 | 6 |
LaFleur & Godfrey LLC | 5 | 1 | 0.03% | 0.12% | 0.32% | Q1 2022 | Q3 2023 | 6 |
Alpha Cubed Investments, LLC | 6 | 6 | 0.03% | 0.07% | 0.20% | Q2 2022 | Q3 2023 | 6 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.28% | 0.75% | Q1 2022 | Q2 2023 | 6 |
SIMON QUICK ADVISORS, LLC | 5 | 1 | 0.04% | 0.16% | 0.32% | Q2 2020 | Q3 2023 | 6 |
DDD Partners, LLC | 6 | 6 | 0.92% | 1.10% | 1.32% | Q2 2022 | Q3 2023 | 6 |
SHAH CAPITAL MANAGEMENT | 6 | 6 | 2.87% | 4.73% | 12.22% | Q2 2022 | Q3 2023 | 6 |
Capital Wealth Alliance, LLC | 6 | 6 | 0.23% | 2.29% | 3.98% | Q2 2020 | Q3 2021 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.87% | 1.60% | 2.65% | Q2 2022 | Q3 2023 | 6 |
Paradigm Financial Partners, LLC | 5 | 5 | 0.07% | 0.09% | 0.12% | Q2 2022 | Q2 2023 | 5 |
MARIPAU WEALTH MANAGEMENT LLC | 3 | 2 | 0.21% | 0.32% | 0.51% | Q4 2021 | Q3 2023 | 5 |
MGO Private Wealth, LLC | 5 | 5 | 0.22% | 0.58% | 1.98% | Q3 2022 | Q3 2023 | 5 |
Applied Capital LLC | 5 | 5 | 0.20% | 0.41% | 1.09% | Q3 2022 | Q3 2023 | 5 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 5 | 5 | 0.33% | 0.62% | 0.78% | Q3 2022 | Q3 2023 | 5 |
Manning & Napier Group, LLC | 4 | 1 | 0.02% | 0.04% | 0.04% | Q4 2018 | Q4 2021 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Greenwich Investment Management, Inc. | 5 | 5 | 0.30% | 0.56% | 0.85% | Q2 2018 | Q2 2019 | 5 |
Arkadios Wealth Advisors | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 5 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 2 | 0.08% | 0.36% | 0.93% | Q1 2022 | Q3 2023 | 5 |
Invesco Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
COURIER CAPITAL LLC | 3 | 2 | 0.11% | 0.64% | 1.49% | Q2 2013 | Q3 2023 | 5 |
Meridian Wealth Management, LLC | 3 | 2 | 0.20% | 0.22% | 0.24% | Q4 2016 | Q1 2018 | 5 |
Fortis Advisors, LLC | 5 | 5 | 2.11% | 2.42% | 2.91% | Q1 2021 | Q1 2022 | 5 |
Wescott Financial Advisory Group, LLC | 5 | 5 | 0.22% | 0.36% | 0.44% | Q3 2022 | Q3 2023 | 5 |
WFA of San Diego, LLC | 2 | 1 | 0.11% | 0.31% | 0.65% | Q1 2022 | Q3 2023 | 5 |
Sage Investment Advisers LLC | 3 | 2 | 0.53% | 2.48% | 3.93% | Q4 2021 | Q3 2023 | 5 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.05% | 0.10% | Q3 2017 | Q1 2019 | 5 |
BANK OF NOVA SCOTIA | 3 | 1 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 5 |
OneAscent Financial Services LLC | 5 | 5 | 4.81% | 5.94% | 6.90% | Q1 2022 | Q1 2023 | 5 |
Arlington Partners LLC | 3 | 2 | 0.07% | 0.24% | 0.36% | Q3 2018 | Q2 2023 | 5 |
Cascadia Advisory Services, LLC | 3 | 2 | 0.10% | 0.13% | 0.17% | Q2 2020 | Q3 2021 | 5 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q2 2014 | 5 |
Grove Bank & Trust | 5 | 5 | 0.18% | 0.20% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Simplicity Wealth,LLC | 5 | 5 | 2.05% | 2.41% | 2.67% | Q3 2022 | Q3 2023 | 5 |
CENTRAL TRUST Co | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.27% | 0.41% | 0.54% | Q4 2022 | Q4 2023 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.19% | 0.24% | 0.32% | Q3 2022 | Q3 2023 | 5 |
BREWIN DOLPHIN LTD | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Bruderman Asset Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q1 2016 | 5 |
Community Financial Services Group, LLC | 5 | 5 | 0.69% | 0.83% | 0.91% | Q2 2020 | Q2 2021 | 5 |
WESTWOOD HOLDINGS GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 5 |
Center for Financial Planning, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Cypress Point Wealth Management, LLC | 5 | 5 | 2.15% | 4.89% | 7.78% | Q3 2021 | Q3 2022 | 5 |
Acropolis Investment Management, LLC | 5 | 5 | 0.68% | 2.45% | 5.34% | Q3 2022 | Q3 2023 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MIDDLETON & CO INC/MA | 5 | 5 | 0.77% | 0.92% | 1.03% | Q3 2022 | Q3 2023 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 1 | 0.05% | 0.39% | 0.83% | Q2 2020 | Q2 2023 | 5 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 5 | 5 | 0.08% | 0.12% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Grant Street Asset Management, Inc. | 5 | 5 | 0.09% | 6.93% | 9.30% | Q3 2022 | Q3 2023 | 5 |
BROWN ADVISORY INC | 5 | 5 | 0.07% | 0.25% | 0.45% | Q3 2022 | Q3 2023 | 5 |
Sullivan, Bruyette, Speros & Blaney, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2020 | 5 |
LifeSteps Financial, Inc. | 5 | 5 | 0.41% | 0.51% | 0.58% | Q1 2020 | Q1 2021 | 5 |
HORIZON FINANCIAL SERVICES, LLC | 5 | 5 | 3.53% | 9.32% | 11.65% | Q3 2022 | Q3 2023 | 5 |
PHILADELPHIA TRUST CO | 5 | 5 | 0.02% | 0.04% | 0.04% | Q3 2015 | Q3 2016 | 5 |
ML & R WEALTH MANAGEMENT LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q2 2022 | Q2 2023 | 5 |
ASB Consultores, LLC | 4 | 1 | 0.09% | 0.11% | 0.16% | Q1 2022 | Q2 2023 | 5 |
KRAFT ASSET MANAGEMENT, LLC | 5 | 5 | 0.23% | 0.27% | 0.30% | Q3 2022 | Q3 2023 | 5 |
Balentine LLC | 5 | 5 | 0.10% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
TCI Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q4 2022 | 5 |
Strategic Point Investment Advisors, LLC | 5 | 5 | 0.64% | 0.85% | 1.10% | Q3 2022 | Q3 2023 | 5 |
Gerstein Fisher | 4 | 1 | 0.08% | 0.36% | 0.65% | Q3 2014 | Q4 2015 | 5 |
Autumn Glory Partners, LLC | 2 | 1 | 0.11% | 1.02% | 2.06% | Q4 2021 | Q3 2023 | 5 |
TIAA Kaspick, LLC | 5 | 5 | 1.06% | 2.19% | 3.70% | Q3 2020 | Q3 2021 | 5 |
Northland Capital Management LLC | 5 | 5 | 12.31% | 15.46% | 20.50% | Q2 2022 | Q2 2023 | 5 |
SC&H Financial Advisors, Inc. | 5 | 5 | 0.07% | 0.14% | 0.24% | Q2 2022 | Q2 2023 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
UMB Bank, n.a. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 5 | 5 | 0.07% | 0.11% | 0.13% | Q1 2020 | Q1 2021 | 5 |
Virtue Capital Management, LLC | 4 | 1 | 0.05% | 0.64% | 1.77% | Q2 2018 | Q2 2020 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.81% | 1.33% | Q4 2021 | Q3 2023 | 5 |
Essential Planning, LLC. | 5 | 5 | 0.23% | 0.62% | 2.07% | Q3 2022 | Q3 2023 | 5 |
Roger Wittlin Investment Advisory, LLC | 4 | 1 | 0.19% | 0.90% | 1.97% | Q2 2022 | Q3 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.32% | 1.03% | Q3 2022 | Q3 2023 | 5 |
Horizons Wealth Management | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 5 |
PFG Advisors | 4 | 1 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 5 |
Aspire Wealth Management Corp | 5 | 5 | 0.02% | 0.05% | 0.08% | Q2 2022 | Q2 2023 | 5 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 5 | 5 | 9.10% | 9.62% | 10.42% | Q1 2020 | Q1 2021 | 5 |
CAPE ANN SAVINGS BANK | 5 | 5 | 1.69% | 5.07% | 6.15% | Q3 2022 | Q3 2023 | 5 |
ARGI Investment Services, LLC | 5 | 5 | 0.06% | 0.14% | 0.18% | Q4 2017 | Q4 2018 | 5 |
MANAGED ACCOUNT ADVISORS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
Braun-Bostich & Associates Inc. | 5 | 5 | 0.90% | 0.98% | 1.07% | Q2 2022 | Q2 2023 | 5 |
Joseph P. Lucia & Associates, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 5 |
Summit Trail Advisors, LLC | 4 | 1 | 0.06% | 0.40% | 0.84% | Q3 2021 | Q3 2023 | 5 |
REDW Wealth LLC | 5 | 5 | 1.73% | 2.18% | 2.65% | Q3 2022 | Q3 2023 | 5 |
Main Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Voya Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q1 2020 | 5 |
Stephens Consulting, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.64% | 1.41% | 1.78% | Q3 2021 | Q3 2023 | 5 |
Wells Financial Advisors INC | 5 | 5 | 0.14% | 5.82% | 8.76% | Q3 2022 | Q3 2023 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4 | 1 | 0.11% | 0.16% | 0.22% | Q4 2021 | Q1 2023 | 5 |
Allred Capital Management, LLC | 5 | 5 | 0.08% | 0.13% | 0.19% | Q1 2020 | Q1 2021 | 5 |
Synergy Asset Management, LLC | 5 | 5 | 0.16% | 0.23% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Bartlett & Co. LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q2 2023 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.04% | 0.12% | 0.27% | Q3 2022 | Q3 2023 | 5 |
Mechanics Financial Corp | 5 | 5 | 0.34% | 0.92% | 1.53% | Q3 2022 | Q3 2023 | 5 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 4 | 4 | 5.20% | 7.33% | 9.14% | Q1 2018 | Q4 2018 | 4 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 4 |
STERLING INVESTMENT MANAGEMENT, LLC | 4 | 4 | 13.39% | 14.05% | 14.58% | Q4 2022 | Q3 2023 | 4 |
SALEM INVESTMENT COUNSELORS INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BASSO CAPITAL MANAGEMENT, L.P. | 4 | 4 | 1.18% | 1.43% | 1.60% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.06% | 0.11% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Brinker Capital Investments, LLC | 4 | 4 | 0.28% | 0.45% | 0.57% | Q1 2022 | Q4 2022 | 4 |
Bluefin Trading, LLC | 3 | 1 | 0.02% | 0.06% | 0.08% | Q1 2014 | Q2 2015 | 4 |
Greystone Financial Group, LLC | 4 | 4 | 0.09% | 0.52% | 0.72% | Q4 2020 | Q3 2021 | 4 |
CJM Wealth Advisers, Ltd. | 4 | 4 | 2.74% | 3.83% | 5.03% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Sheets Smith Investment Management | 3 | 1 | 0.83% | 3.64% | 6.69% | Q4 2021 | Q4 2022 | 4 |
TFB Advisors LLC | 4 | 4 | 0.17% | 0.26% | 0.44% | Q4 2022 | Q3 2023 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.00% | 0.12% | 0.29% | Q1 2018 | Q4 2018 | 4 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 4 |
WEALTHSOURCE PARTNERS, LLC | 2 | 1 | 0.03% | 0.06% | 0.09% | Q4 2016 | Q1 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.22% | 0.30% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Flagstone Financial Management | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Meritas Wealth Management, LLC | 4 | 4 | 0.18% | 0.34% | 0.77% | Q4 2022 | Q3 2023 | 4 |
RAYNER & HAYNOR | 4 | 4 | 0.37% | 0.37% | 0.38% | Q4 2013 | Q3 2014 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 1 | 0.02% | 0.15% | 0.33% | Q4 2021 | Q3 2023 | 4 |
RIDGECREST WEALTH PARTNERS, LLC | 4 | 4 | 0.21% | 0.53% | 0.64% | Q1 2021 | Q4 2021 | 4 |
Lake Hills Wealth Management, LLC | 4 | 4 | 3.24% | 8.84% | 12.86% | Q1 2022 | Q4 2022 | 4 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.26% | 1.01% | Q2 2019 | Q1 2023 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Blueprint Investment Partners LLC | 4 | 4 | 0.40% | 0.48% | 0.52% | Q2 2022 | Q1 2023 | 4 |
NICOLET ADVISORY SERVICES, LLC | 4 | 4 | 0.74% | 1.13% | 1.40% | Q4 2022 | Q3 2023 | 4 |
Cadence Bank | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.05% | 0.09% | 0.13% | Q3 2020 | Q2 2021 | 4 |
Harfst & Associates, Inc. | 4 | 4 | 0.04% | 0.09% | 0.16% | Q2 2015 | Q1 2016 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.80% | 0.87% | 0.97% | Q4 2022 | Q3 2023 | 4 |
Highview Capital Management LLC/DE/ | 4 | 4 | 4.77% | 4.94% | 5.09% | Q4 2022 | Q3 2023 | 4 |
IVC Wealth Advisors LLC | 2 | 2 | 0.13% | 0.16% | 0.19% | Q1 2022 | Q3 2023 | 4 |
Salomon & Ludwin, LLC | 4 | 4 | 1.70% | 1.86% | 2.05% | Q4 2022 | Q3 2023 | 4 |
Stokes Family Office, LLC | 4 | 4 | 0.05% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
FC Advisory LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Monterey Private Wealth, Inc. | 4 | 4 | 0.29% | 0.34% | 0.39% | Q4 2019 | Q3 2020 | 4 |
Hanlon Investment Management, Inc. | 2 | 2 | 0.06% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Truepoint, Inc. | 2 | 1 | 0.06% | 0.11% | 0.22% | Q2 2022 | Q3 2023 | 4 |
Capital Group Private Client Services, Inc. | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Independent Wealth Network Inc. | 3 | 1 | 0.16% | 0.19% | 0.28% | Q3 2021 | Q3 2023 | 4 |
Wealth & Pension Services Group, Inc. | 4 | 4 | 0.51% | 0.70% | 0.94% | Q4 2018 | Q3 2019 | 4 |
HCR Wealth Advisors | 3 | 1 | 0.02% | 0.21% | 0.78% | Q1 2019 | Q4 2020 | 4 |
Capital Advisors Wealth Management, LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q1 2021 | Q4 2021 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q4 2022 | 4 |
Seven Post Investment Office LP | 4 | 4 | 1.19% | 1.53% | 1.86% | Q4 2022 | Q3 2023 | 4 |
Wealthsimple US, Ltd. | 4 | 4 | 2.84% | 3.45% | 4.05% | Q2 2020 | Q1 2021 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 1.23% | 2.23% | 3.02% | Q4 2022 | Q3 2023 | 4 |
Lumature Wealth Partners, LLC | 4 | 4 | 0.11% | 0.12% | 0.12% | Q3 2021 | Q2 2022 | 4 |
Confluence Wealth Services, Inc. | 4 | 4 | 0.19% | 0.21% | 0.23% | Q4 2021 | Q3 2022 | 4 |
First County Bank /CT/ | 4 | 4 | 0.53% | 0.55% | 0.58% | Q4 2022 | Q3 2023 | 4 |
SigFig Wealth Management, LLC | 4 | 4 | 0.01% | 0.27% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Magnolia Wealth Management, LLC | 4 | 4 | 16.38% | 17.44% | 19.02% | Q4 2022 | Q3 2023 | 4 |
First Farmers & Merchants Bank / Trust | 4 | 4 | 0.66% | 0.70% | 0.74% | Q4 2021 | Q3 2022 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.05% | 0.16% | 0.40% | Q4 2022 | Q3 2023 | 4 |
MainStreet Investment Advisors LLC | 4 | 4 | 2.60% | 3.19% | 3.74% | Q4 2022 | Q3 2023 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.07% | 0.14% | 0.18% | Q1 2020 | Q4 2020 | 4 |
VALLEY WEALTH MANAGERS, INC. | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.12% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
SHUFRO ROSE & CO LLC | 4 | 4 | 0.02% | 0.13% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Money Design Co.,Ltd. | 4 | 4 | 1.10% | 3.97% | 6.92% | Q4 2022 | Q3 2023 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Truadvice, LLC | 3 | 1 | 0.12% | 1.59% | 3.33% | Q2 2021 | Q3 2023 | 4 |
TRUST CO OF OKLAHOMA | 4 | 4 | 0.54% | 0.82% | 0.94% | Q4 2022 | Q3 2023 | 4 |
CALTON & ASSOCIATES, INC. | 2 | 1 | 0.00% | 0.43% | 1.18% | Q4 2017 | Q3 2023 | 4 |
Tillman Hartley LLC | 4 | 4 | 1.62% | 1.74% | 1.89% | Q4 2022 | Q3 2023 | 4 |
SCHARF INVESTMENTS, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q4 2017 | 4 |
GFS Advisors, LLC | 4 | 4 | 0.10% | 0.13% | 0.16% | Q3 2021 | Q2 2022 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.06% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Clean Yield Group | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 4 |
180 WEALTH ADVISORS, LLC | 3 | 1 | 0.13% | 0.21% | 0.28% | Q3 2019 | Q3 2020 | 4 |
Waypoint Capital Advisors, LLC | 4 | 4 | 0.10% | 0.11% | 0.14% | Q3 2022 | Q2 2023 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
R. W. Roge & Company, Inc. | 4 | 4 | 0.15% | 6.68% | 24.86% | Q4 2022 | Q3 2023 | 4 |
Retirement Planning Group, LLC | 4 | 4 | 0.03% | 0.07% | 0.15% | Q2 2021 | Q1 2022 | 4 |
Perennial Advisors, LLC | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Cravens & Co Advisors, LLC | 4 | 4 | 5.62% | 5.86% | 6.27% | Q4 2022 | Q3 2023 | 4 |
Great Waters Wealth Management | 4 | 4 | 0.37% | 0.39% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Aries Wealth Management | 4 | 4 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.16% | 0.67% | 1.78% | Q4 2022 | Q3 2023 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 1.42% | 1.73% | 2.36% | Q4 2022 | Q3 2023 | 4 |
Marietta Wealth Management, LLC | 4 | 4 | 0.39% | 0.43% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Herr Investment Group LLC | 4 | 4 | 2.19% | 3.54% | 4.50% | Q4 2022 | Q3 2023 | 4 |
TSFG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MISSION WEALTH MANAGEMENT, LP | 4 | 4 | 0.04% | 0.83% | 3.17% | Q4 2022 | Q3 2023 | 4 |
Stuart Chaussee & Associates, Inc. | 4 | 4 | 0.14% | 0.25% | 0.39% | Q1 2020 | Q4 2020 | 4 |
Clearstead Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 4 | 4 | 0.18% | 0.24% | 0.30% | Q1 2022 | Q4 2022 | 4 |
Allspring Global Investments Holdings, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Inspire Advisors, LLC | 2 | 2 | 0.06% | 3.89% | 12.05% | Q4 2021 | Q3 2023 | 4 |
Ameritas Advisory Services, LLC | 2 | 1 | 0.01% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DOPKINS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.43% | 0.52% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Icon Wealth Partners, LLC | 3 | 1 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 1.54% | 1.68% | 1.93% | Q4 2018 | Q3 2019 | 4 |
Cardan Capital Partners, LLC | 4 | 4 | 3.30% | 4.54% | 5.58% | Q1 2020 | Q4 2020 | 4 |
Ignite Planners, LLC | 3 | 1 | 0.35% | 0.40% | 0.46% | Q1 2022 | Q3 2023 | 4 |
Charles Schwab Investment Advisory, Inc. | 3 | 1 | 0.00% | 0.24% | 0.94% | Q4 2018 | Q2 2023 | 4 |
D. SCOTT NEAL, INC. | 4 | 4 | 0.66% | 7.43% | 15.30% | Q1 2020 | Q4 2020 | 4 |
Wolff Financial Management LLC | 4 | 4 | 3.79% | 6.32% | 12.20% | Q4 2022 | Q3 2023 | 4 |
Biltmore Capital Advisors LLC | 3 | 1 | 0.13% | 0.55% | 1.70% | Q4 2018 | Q3 2020 | 4 |
MORRIS FINANCIAL CONCEPTS, INC. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 0.20% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Orcam Financial Group | 4 | 4 | 0.60% | 0.91% | 1.32% | Q4 2022 | Q3 2023 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.18% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Investment Advisory Group, LLC | 4 | 4 | 0.39% | 0.78% | 0.94% | Q4 2022 | Q3 2023 | 4 |
Laurel Wealth Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Advisor Resource Council | 1 | 1 | 0.15% | 0.21% | 0.33% | Q2 2021 | Q1 2023 | 4 |
USA FINANCIAL FORMULAS | 3 | 1 | 0.16% | 0.32% | 0.61% | Q3 2019 | Q3 2020 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.10% | 0.14% | 0.18% | Q4 2020 | Q3 2021 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.03% | 0.06% | 0.12% | Q4 2022 | Q3 2023 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.06% | 0.11% | Q1 2018 | Q4 2018 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 1.87% | 2.07% | 2.19% | Q4 2022 | Q3 2023 | 4 |
Swift Run Capital | 4 | 4 | 9.29% | 10.39% | 11.02% | Q1 2020 | Q4 2020 | 4 |
Vantage Financial Partners Ltd., Inc. | 4 | 4 | 0.25% | 0.89% | 1.83% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.32% | 0.50% | 0.66% | Q4 2022 | Q3 2023 | 4 |
True North Advisors, LLC | 4 | 4 | 0.07% | 0.11% | 0.15% | Q2 2020 | Q1 2021 | 4 |
REGENTATLANTIC CAPITAL LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2022 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 2 | 1 | 0.04% | 0.24% | 0.75% | Q4 2020 | Q3 2022 | 4 |
Schiavi & Co LLC | 4 | 4 | 0.39% | 8.06% | 10.72% | Q4 2022 | Q3 2023 | 4 |
Prairiewood Capital, LLC | 4 | 4 | 0.34% | 0.39% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Procyon Advisors, LLC | 4 | 4 | 0.08% | 0.11% | 0.15% | Q1 2022 | Q4 2022 | 4 |
Hochman Cole Investment Advisors, Inc. | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2017 | Q3 2018 | 4 |
Independent Advisor Alliance | 2 | 1 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 4 |
Arista Wealth Management, LLC | 4 | 4 | 5.99% | 8.53% | 9.96% | Q4 2022 | Q3 2023 | 4 |
Guardian Wealth Management, Inc. | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Sound Financial Strategies Group, LLC | 4 | 4 | 0.00% | 15.06% | 34.38% | Q4 2021 | Q3 2022 | 4 |
Fulcrum Equity Management | 4 | 4 | 0.19% | 0.38% | 0.62% | Q1 2021 | Q4 2021 | 4 |
Financial Architects, Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.19% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 2.82% | 3.56% | 3.92% | Q4 2022 | Q3 2023 | 4 |
HOHIMER WEALTH MANAGEMENT, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q3 2020 | Q2 2021 | 4 |
NEIRG Wealth Management, LLC | 4 | 4 | 0.21% | 0.65% | 0.93% | Q3 2022 | Q2 2023 | 4 |
Essex Savings Bank | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Gitterman Wealth Management, LLC | 4 | 4 | 43.37% | 44.02% | 44.47% | Q4 2022 | Q3 2023 | 4 |
Verum Partners LLC | 4 | 4 | 3.34% | 5.60% | 6.89% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.17% | 0.28% | 0.40% | Q4 2022 | Q3 2023 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.65% | 2.62% | 7.94% | Q4 2022 | Q4 2023 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.36% | 0.58% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Csenge Advisory Group | 2 | 2 | 0.02% | 0.10% | 0.15% | Q2 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 5.63% | 7.54% | 10.99% | Q4 2022 | Q3 2023 | 4 |
Private Ocean, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
Blackhawk Capital Partners LLC. | 3 | 1 | 3.71% | 3.90% | 4.18% | Q2 2022 | Q3 2023 | 4 |
Fountainhead AM, LLC | 4 | 4 | 0.13% | 0.44% | 0.73% | Q4 2022 | Q3 2023 | 4 |
Vigilant Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 4 |
AJ WEALTH STRATEGIES, LLC | 2 | 2 | 0.02% | 0.39% | 0.81% | Q4 2016 | Q2 2023 | 4 |
TEXAS CAPITAL BANCSHARES INC/TX | 4 | 4 | 0.21% | 0.27% | 0.32% | Q4 2022 | Q3 2023 | 4 |
SINECERA CAPITAL, LLC | 3 | 3 | 0.26% | 0.29% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Well Done, LLC | 2 | 1 | 0.09% | 0.18% | 0.34% | Q2 2022 | Q1 2023 | 3 |
MAGNOLIA CAPITAL ADVISORS LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q1 2022 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Matisse Capital | 3 | 3 | 0.16% | 0.29% | 0.39% | Q3 2021 | Q1 2022 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
L. Roy Papp & Associates, LLP | 3 | 3 | 0.60% | 0.75% | 0.90% | Q2 2020 | Q4 2020 | 3 |
Deane Retirement Strategies, Inc. | 3 | 3 | 0.38% | 5.37% | 8.84% | Q4 2022 | Q2 2023 | 3 |
Klingman & Associates, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Strategic Wealth Management Group, LLC | 3 | 3 | 0.10% | 0.10% | 0.12% | Q4 2020 | Q2 2021 | 3 |
Hamilton Wealth, LLC | 3 | 3 | 0.11% | 1.50% | 3.59% | Q1 2023 | Q3 2023 | 3 |
MOTCO | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 3 |
GREENWOOD CAPITAL ASSOCIATES LLC | 3 | 3 | 0.42% | 0.44% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Consolidated Planning Corp | 3 | 3 | 0.86% | 0.93% | 1.03% | Q3 2022 | Q1 2023 | 3 |
ECLECTIC ASSOCIATES INC /ADV | 3 | 3 | 0.13% | 0.66% | 1.72% | Q4 2022 | Q2 2023 | 3 |
PRUDENT INVESTORS NETWORK, INC. | 3 | 3 | 10.20% | 10.30% | 10.36% | Q1 2023 | Q3 2023 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q1 2022 | Q3 2022 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
COLUMBIA ADVISORY PARTNERS LLC | 2 | 1 | 0.42% | 0.66% | 0.81% | Q3 2022 | Q3 2023 | 3 |
ORG Partners LLC | 3 | 3 | 0.11% | 0.15% | 0.21% | Q1 2023 | Q3 2023 | 3 |
TCG Advisory Services, LLC | 3 | 3 | 0.12% | 0.14% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Canal Capital Management, LLC | 2 | 1 | 0.21% | 2.05% | 3.12% | Q2 2020 | Q2 2023 | 3 |
Family Capital Trust Co | 3 | 3 | 1.18% | 1.23% | 1.28% | Q1 2023 | Q3 2023 | 3 |
Econ Financial Services Corp | 3 | 3 | 0.64% | 0.75% | 0.96% | Q1 2023 | Q3 2023 | 3 |
Curran Financial Partners, LLC | 3 | 3 | 0.39% | 0.41% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Hurlow Wealth Management Group, Inc. | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Clarius Group, LLC | 3 | 3 | 0.42% | 0.45% | 0.48% | Q4 2022 | Q2 2023 | 3 |
MANNING & NAPIER ADVISORS LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Sunflower Bank, N.A. | 3 | 3 | 0.09% | 0.18% | 0.22% | Q2 2020 | Q4 2020 | 3 |
Crewe Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
SVB Investment Services Inc. | 3 | 3 | 0.23% | 0.24% | 0.25% | Q3 2020 | Q1 2021 | 3 |
Bowling Portfolio Management LLC | 3 | 3 | 0.08% | 0.10% | 0.10% | Q1 2022 | Q3 2022 | 3 |
Nilsine Partners, LLC | 3 | 3 | 1.83% | 2.39% | 2.78% | Q1 2023 | Q3 2023 | 3 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 2 | 1 | 0.81% | 0.85% | 0.93% | Q2 2022 | Q3 2023 | 3 |
PETRA FINANCIAL ADVISORS INC | 2 | 1 | 0.41% | 0.50% | 0.65% | Q4 2022 | Q3 2023 | 3 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 0.13% | 0.16% | 0.19% | Q2 2019 | Q4 2019 | 3 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 3 | 3 | 0.28% | 0.30% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Towerpoint Wealth, LLC | 3 | 3 | 0.21% | 0.24% | 0.29% | Q1 2023 | Q3 2023 | 3 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 2 | 1 | 0.66% | 1.37% | 2.75% | Q4 2018 | Q2 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.25% | 0.25% | 0.26% | Q4 2022 | Q2 2023 | 3 |
Main Street Financial Solutions, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
ANGELES WEALTH MANAGEMENT, LLC | 3 | 3 | 1.38% | 1.43% | 1.52% | Q1 2023 | Q3 2023 | 3 |
Jasper Ridge Partners, L.P. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Trustees of the Smith College | 3 | 3 | 20.91% | 26.03% | 31.72% | Q1 2022 | Q3 2022 | 3 |
Newport Capital Group, LLC | 3 | 3 | 10.65% | 11.04% | 11.25% | Q2 2022 | Q4 2022 | 3 |
WNY Asset Management, LLC | 3 | 3 | 0.08% | 0.14% | 0.21% | Q3 2022 | Q1 2023 | 3 |
Trinity Wealth Management, LLC | 2 | 1 | 0.14% | 3.06% | 8.89% | Q4 2020 | Q3 2023 | 3 |
Strategic Asset Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Windsor Capital Management, LLC | 2 | 1 | 0.19% | 0.20% | 0.21% | Q3 2016 | Q2 2019 | 3 |
GREENLEAF TRUST | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Vivaldi Capital Management LP | 2 | 1 | 0.25% | 0.66% | 1.37% | Q4 2021 | Q4 2022 | 3 |
MCF Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.01% | 4.44% | 7.48% | Q3 2020 | Q3 2023 | 3 |
Visionary Asset Management, Inc. | 3 | 3 | 0.43% | 4.98% | 14.00% | Q2 2018 | Q4 2018 | 3 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Talisman Wealth Advisors LLC | 3 | 3 | 0.38% | 0.60% | 0.80% | Q4 2022 | Q2 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 1.25% | 1.50% | 1.67% | Q1 2023 | Q3 2023 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 1.85% | 1.86% | 1.86% | Q1 2022 | Q3 2022 | 3 |
NORTHSTAR INVESTMENT ADVISORS LLC | 2 | 1 | 0.11% | 0.14% | 0.15% | Q2 2018 | Q1 2019 | 3 |
Madison Asset Management, LLC | 3 | 3 | 0.64% | 0.75% | 0.94% | Q4 2019 | Q2 2020 | 3 |
Beaird Harris Wealth Management, LLC | 2 | 1 | 0.01% | 0.05% | 0.12% | Q3 2022 | Q3 2023 | 3 |
CWS Financial Advisors, LLC | 3 | 3 | 0.18% | 0.35% | 0.48% | Q1 2023 | Q3 2023 | 3 |
First Personal Financial Services | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q2 2023 | 3 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 3 | 3 | 0.11% | 0.16% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.44% | 0.56% | 0.66% | Q4 2022 | Q3 2023 | 3 |
Authentikos Wealth Advisory, LLC | 3 | 3 | 0.50% | 0.59% | 0.72% | Q1 2023 | Q3 2023 | 3 |
Veritable, L.P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
American Trust | 3 | 3 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q2 2023 | 3 |
O'Dell Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 9.26% | 15.10% | 19.22% | Q1 2021 | Q4 2021 | 3 |
Allegis Investment Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2017 | Q3 2017 | 3 |
VALLEY NATIONAL ADVISERS INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q4 2017 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
PRESILIUM PRIVATE WEALTH, LLC | 3 | 3 | 4.03% | 5.13% | 7.23% | Q1 2023 | Q3 2023 | 3 |
Hudock, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SkyOak Wealth, LLC | 3 | 3 | 0.14% | 0.21% | 0.28% | Q4 2019 | Q2 2020 | 3 |
Arcadia Wealth Management, LLC | 2 | 1 | 0.16% | 0.86% | 1.30% | Q4 2022 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.09% | 0.13% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Coyle Financial Counsel LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Core Wealth Partners LLC | 3 | 3 | 1.27% | 1.40% | 1.63% | Q4 2022 | Q2 2023 | 3 |
TITLEIST CAPITAL, LLC | 3 | 3 | 0.62% | 0.71% | 0.86% | Q2 2022 | Q4 2022 | 3 |
Efficient Advisors, LLC | 3 | 3 | 1.13% | 1.18% | 1.22% | Q1 2023 | Q3 2023 | 3 |
WFA Asset Management Corp | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Polaris Wealth Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Callan Capital, LLC | 3 | 3 | 0.41% | 0.42% | 0.44% | Q1 2017 | Q3 2017 | 3 |
Lee Financial Co | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.13% | 0.17% | 0.24% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.21% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Security Financial Services, INC. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
PRIVATE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.08% | 0.15% | 0.28% | Q3 2021 | Q2 2023 | 3 |
Strata Wealth Advisors, LLC | 2 | 1 | 11.10% | 11.96% | 12.61% | Q4 2022 | Q3 2023 | 3 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Foster Group, Inc. | 3 | 3 | 1.95% | 2.01% | 2.07% | Q1 2023 | Q3 2023 | 3 |
Ascent Group, LLC | 2 | 1 | 0.07% | 0.26% | 0.40% | Q2 2022 | Q2 2023 | 3 |
Clear Creek Financial Management, LLC | 2 | 1 | 0.05% | 1.02% | 2.96% | Q3 2020 | Q4 2022 | 3 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 3 |
BURNEY CO/ | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
StoneX Group Inc. | 3 | 3 | 0.16% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
BANK HAPOALIM BM | 3 | 3 | 0.03% | 0.14% | 0.22% | Q1 2020 | Q3 2020 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.49% | 0.51% | 0.52% | Q4 2022 | Q2 2023 | 3 |
Baltimore-Washington Financial Advisors, Inc. | 2 | 1 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q1 2022 | 3 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.15% | 0.19% | 0.28% | Q4 2022 | Q2 2023 | 3 |
Trinity Legacy Partners, LLC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q2 2020 | Q4 2020 | 3 |
Alpha Omega Group, Inc. | 3 | 3 | 0.65% | 0.67% | 0.69% | Q1 2023 | Q3 2023 | 3 |
Facet Wealth, Inc. | 3 | 3 | 0.10% | 0.41% | 0.70% | Q1 2023 | Q3 2023 | 3 |
Axim Planning & Wealth | 3 | 3 | 0.24% | 0.27% | 0.31% | Q1 2023 | Q3 2023 | 3 |
JAMES INVESTMENT RESEARCH INC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q1 2023 | 3 |
Riggs Asset Managment Co. Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
DEFINED WEALTH MANAGEMENT, LLC | 3 | 3 | 0.52% | 0.60% | 0.70% | Q1 2023 | Q3 2023 | 3 |
TOBIAS FINANCIAL ADVISORS, INC. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Verus Financial Partners, Inc. | 2 | 1 | 0.08% | 0.24% | 0.40% | Q1 2020 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
NATIONAL PLANNING CORP | 3 | 3 | 0.06% | 0.17% | 0.29% | Q1 2017 | Q3 2017 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Wealthspire Advisors, L.P. | 2 | 1 | 0.00% | 0.05% | 0.14% | Q2 2017 | Q3 2020 | 3 |
Allianz Asset Management GmbH | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.50% | 1.48% | Q1 2023 | Q3 2023 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 1.94% | 2.07% | 2.26% | Q4 2021 | Q2 2022 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Ferris Capital, LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2017 | Q3 2017 | 2 |
Angeles Investment Advisors, LLC | 2 | 2 | 0.30% | 0.35% | 0.40% | Q4 2021 | Q1 2022 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 2 |
SNS Financial Group, LLC | 2 | 2 | 2.94% | 2.95% | 2.96% | Q4 2015 | Q1 2016 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q4 2021 | Q1 2022 | 2 |
Rain Capital Management, LLC | 2 | 2 | 9.99% | 10.68% | 11.37% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Kovitz Investment Group Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Life Planning Partners, Inc | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Carnegie Capital Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Reliant Wealth Planning | 2 | 2 | 10.82% | 16.15% | 21.49% | Q1 2020 | Q2 2020 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.32% | 0.64% | Q2 2019 | Q3 2019 | 2 |
FirstPurpose Wealth LLC | 2 | 2 | 2.02% | 2.06% | 2.10% | Q1 2022 | Q2 2022 | 2 |
First PREMIER Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MATRIX PRIVATE CAPITAL GROUP LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q1 2022 | 2 |
TECTONIC ADVISORS LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
BT Wealth Management LLC | 1 | 1 | 0.08% | 2.59% | 5.11% | Q1 2021 | Q2 2022 | 2 |
Avalon Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Act Two Investors LLC | 2 | 2 | 0.23% | 0.26% | 0.29% | Q4 2018 | Q1 2019 | 2 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.09% | 0.16% | Q4 2018 | Q2 2022 | 2 |
Intelligence Driven Advisers, LLC | 2 | 2 | 7.87% | 8.40% | 8.94% | Q2 2023 | Q3 2023 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q4 2021 | 2 |
DEARBORN PARTNERS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
CHOREO, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q2 2023 | Q3 2023 | 2 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Bond & Devick Financial Network, Inc. | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2021 | Q3 2021 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.13% | 0.23% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.23% | 0.26% | 0.30% | Q3 2020 | Q4 2020 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
WEST CHESTER CAPITAL ADVISORS, INC | 2 | 2 | 0.70% | 1.10% | 1.50% | Q2 2023 | Q3 2023 | 2 |
CABANA LLC | 1 | 1 | 0.00% | 9.12% | 18.24% | Q2 2020 | Q2 2022 | 2 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.00% | 0.05% | 0.10% | Q4 2017 | Q4 2021 | 2 |
SANDERS MORRIS HARRIS LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q2 2022 | 2 |
20/20 Capital Management, Inc. | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2019 | Q1 2020 | 2 |
General Partner, Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 3.72% | 3.72% | 3.72% | Q2 2023 | Q3 2023 | 2 |
9258 Wealth Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
E&G Advisors, LP | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Cambria Investment Management, L.P. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q3 2019 | 2 |
VOYA INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Flower City Capital | 2 | 2 | 26.91% | 29.08% | 31.25% | Q1 2022 | Q2 2022 | 2 |
Topel & Distasi Wealth Management, LLC | 2 | 2 | 2.89% | 2.92% | 2.96% | Q4 2021 | Q1 2022 | 2 |
TCG Advisors, LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.09% | Q4 2017 | Q2 2018 | 2 |
Peterson Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
FIFTH THIRD SECURITIES, INC. | 1 | 1 | 0.02% | 0.10% | 0.17% | Q2 2020 | Q3 2023 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Badgley Phelps Wealth Managers, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.11% | 0.17% | 0.23% | Q4 2022 | Q3 2023 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ullmann Wealth Partners Group, LLC | 2 | 2 | 0.54% | 1.12% | 1.70% | Q2 2023 | Q3 2023 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Castle Rock Wealth Management, LLC | 2 | 2 | 2.99% | 4.19% | 5.39% | Q1 2023 | Q2 2023 | 2 |
American Investment Services, Inc. | 2 | 2 | 0.16% | 0.22% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Pflug Koory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Golden State Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
Stonebridge Financial Planning Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
ACAS, LLC | 2 | 2 | 0.36% | 0.38% | 0.39% | Q1 2023 | Q2 2023 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Opal Wealth Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Horan Securities, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.33% | 0.66% | Q4 2017 | Q3 2019 | 2 |
CAPITAL ONE FINANCIAL CORP | 2 | 2 | 0.36% | 0.48% | 0.60% | Q1 2020 | Q2 2020 | 2 |
NorthRock Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Evergreen Wealth Management, LLC | 2 | 2 | 0.27% | 3.83% | 7.39% | Q4 2022 | Q1 2023 | 2 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2022 | 2 |
BTS Asset Management, Inc. | 2 | 2 | 0.20% | 0.23% | 0.25% | Q2 2023 | Q3 2023 | 2 |
SCS Capital Management LLC | 2 | 2 | 6.05% | 8.19% | 10.34% | Q2 2023 | Q3 2023 | 2 |
COMMERCE BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SevenOneSeven Capital Management | 2 | 2 | 3.58% | 4.76% | 5.94% | Q2 2022 | Q3 2022 | 2 |
PEAPACK GLADSTONE FINANCIAL CORP | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 2.53% | 2.71% | 2.90% | Q2 2023 | Q3 2023 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Index Fund Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 2 |
Brightworth | 1 | 1 | 0.06% | 0.12% | 0.18% | Q4 2018 | Q3 2022 | 2 |
Colony Family Offices, LLC | 2 | 2 | 2.48% | 2.69% | 2.91% | Q2 2023 | Q3 2023 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Key FInancial Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MRA Associates USA LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
PALLADIUM PARTNERS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
Redwood Wealth Management Group, LLC | 2 | 2 | 0.86% | 0.90% | 0.94% | Q4 2022 | Q1 2023 | 2 |
Verdad Advisers, LP | 2 | 2 | 13.66% | 14.04% | 14.43% | Q2 2022 | Q3 2022 | 2 |
OAK FAMILY ADVISORS, LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q2 2021 | Q3 2021 | 2 |
B&D White Capital Company, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
BALDWIN BROTHERS LLC/MA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Heritage Wealth Partners, LLC | 2 | 2 | 1.00% | 1.58% | 2.16% | Q2 2023 | Q3 2023 | 2 |
Source Financial Advisors LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q1 2023 | 2 |
CLOUGH CAPITAL PARTNERS L P | 2 | 2 | 0.12% | 0.15% | 0.19% | Q2 2022 | Q3 2022 | 2 |
DB Fitzpatrick & Co, Inc | 2 | 2 | 0.29% | 1.04% | 1.79% | Q2 2023 | Q3 2023 | 2 |
Allen Investment Management, LLC | 2 | 2 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q3 2023 | 2 |
RFP Financial Group LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.01% | 0.05% | 0.09% | Q1 2020 | Q4 2020 | 2 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.76% | 0.85% | 0.95% | Q1 2020 | Q2 2020 | 2 |
BIVIN & ASSOCIATES, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q1 2023 | Q2 2023 | 2 |
BOENNING & SCATTERGOOD, INC. | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2022 | Q3 2022 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 2 |
Conservest Capital Advisors, Inc. | 2 | 2 | 1.26% | 1.27% | 1.29% | Q2 2023 | Q3 2023 | 2 |
Integrated Wealth Management | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2016 | Q1 2017 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.01% | 0.14% | 0.26% | Q2 2022 | Q3 2022 | 2 |
Watchman Group, Inc. | 1 | 1 | 0.13% | 1.46% | 2.80% | Q4 2021 | Q2 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
CEERA INVESTMENTS, LLC | 2 | 2 | 1.67% | 2.27% | 2.87% | Q1 2021 | Q2 2021 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Zions Bancorporation, N.A. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
USCA RIA LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q4 2014 | 2 |
LOWE BROCKENBROUGH & CO INC | 2 | 2 | 0.07% | 0.16% | 0.24% | Q2 2023 | Q3 2023 | 2 |
EUDAIMONIA ADVISORS LLC | 2 | 2 | 0.32% | 0.34% | 0.36% | Q1 2022 | Q2 2022 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q4 2022 | Q1 2023 | 2 |
Sugarloaf Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Windsor Wealth Management, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Planning Center, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.12% | 0.23% | Q3 2019 | Q1 2020 | 2 |
Tidal Investments LLC | 1 | 1 | 0.16% | 0.22% | 0.29% | Q4 2022 | Q3 2023 | 2 |
Personal Capital Advisors Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Round Table Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q4 2019 | Q1 2022 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 2 | 2 | 0.36% | 0.68% | 1.01% | Q2 2023 | Q3 2023 | 2 |
TBH Global Asset Management, LLC | 1 | 1 | 0.16% | 0.39% | 0.62% | Q1 2023 | Q3 2023 | 2 |
Everhart Financial Group, Inc. | 2 | 2 | 3.85% | 5.45% | 7.04% | Q3 2022 | Q4 2022 | 2 |
Parcion Private Wealth LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2022 | 2 |
JRM Investment Counsel, LLC | 2 | 2 | 0.31% | 0.35% | 0.38% | Q2 2022 | Q3 2022 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Greenline Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 2.07% | 2.12% | 2.18% | Q2 2023 | Q3 2023 | 2 |
Buttonwood Financial Advisors Inc. | 2 | 2 | 0.22% | 0.26% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2021 | Q2 2021 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2017 | Q2 2017 | 1 |
Retirement Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 1 | 1 | 6.36% | 6.36% | 6.36% | Q2 2022 | Q2 2022 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
Berkshire Money Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Triad Investment Management | 1 | 1 | 2.85% | 2.85% | 2.85% | Q3 2023 | Q3 2023 | 1 |
Keystone Financial Group | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Steinberg Global Asset Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 4.09% | 4.09% | 4.09% | Q1 2023 | Q1 2023 | 1 |
MONARCH CAPITAL MANAGEMENT INC/ | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2021 | Q3 2021 | 1 |
Knuff & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Farmers & Merchants Trust Co of Long Beach | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SHAYNE & JACOBS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2018 | Q4 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 7.44% | 7.44% | 7.44% | Q3 2021 | Q3 2021 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Montis Financial, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
Root Financial Partners, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2023 | Q1 2023 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
GUARDIAN CAPITAL ADVISORS LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
UNION SAVINGS BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Kure Advisory, LLC | 1 | 1 | 5.48% | 5.48% | 5.48% | Q3 2023 | Q3 2023 | 1 |
Colonial Trust Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 3.12% | 3.12% | 3.12% | Q3 2023 | Q3 2023 | 1 |
Power Corp of Canada | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2022 | Q1 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BKS ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Friedenthal Financial | 1 | 1 | 3.47% | 3.47% | 3.47% | Q2 2020 | Q2 2020 | 1 |
Enterprise Bank & Trust Co | 1 | 1 | 1.62% | 1.62% | 1.62% | Q2 2022 | Q2 2022 | 1 |
Signify Wealth | 1 | 1 | 8.31% | 8.31% | 8.31% | Q3 2023 | Q3 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Tillar-Wenstrup Advisors, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2020 | Q1 2020 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Johnson Financial Group, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2019 | Q1 2019 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
RNC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Navalign, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 10.01% | 10.01% | 10.01% | Q1 2020 | Q1 2020 | 1 |
MINOT CAPITAL, LP | 1 | 1 | 3.68% | 3.68% | 3.68% | Q3 2023 | Q3 2023 | 1 |
TILIA FIDUCIARY PARTNERS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Next Level Private LLC | 1 | 1 | 14.26% | 14.26% | 14.26% | Q2 2022 | Q2 2022 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 2.99% | 2.99% | 2.99% | Q2 2020 | Q2 2020 | 1 |
IAM Advisory, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2021 | Q2 2021 | 1 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Resonant Capital Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Cypress Wealth Advisors LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2019 | Q1 2019 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Inspire Investing, LLC | 1 | 1 | 8.02% | 8.02% | 8.02% | Q1 2022 | Q1 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ulrich Consultants & Investment Group, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2022 | Q2 2022 | 1 |
Andesa Financial Management Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
Rathbones Group PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 2.17% | 2.17% | 2.17% | Q2 2021 | Q2 2021 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2018 | Q4 2018 | 1 |
Rooted Wealth Advisors, Inc. | 1 | 1 | 3.44% | 3.44% | 3.44% | Q2 2023 | Q2 2023 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
Advisors Preferred, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q2 2015 | Q2 2015 | 1 |
Biltmore Wealth Management, LLC | 1 | 1 | 2.70% | 2.70% | 2.70% | Q3 2023 | Q3 2023 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
AMG National Trust Bank | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2023 | Q2 2023 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NewFocus Financial Group, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2020 | Q2 2020 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2017 | Q1 2017 | 1 |
Graypoint LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Riverwater Partners LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
Vision Capital Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Vontobel Holding Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2021 | Q3 2021 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Trust Co of Kansas | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2022 | Q4 2022 | 1 |
Capasso Planning Partners LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2022 | Q2 2022 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TAGStone Capital, Inc. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2022 | Q3 2022 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
GFG Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Retireful, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Dentgroup LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2023 | Q4 2023 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2019 | Q4 2019 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Glassman Wealth Services | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
OLD DOMINION CAPITAL MANAGEMENT INC | 1 | 1 | 3.81% | 3.81% | 3.81% | Q3 2021 | Q3 2021 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
BLB&B Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sandbox Financial Partners, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2021 | Q3 2021 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Pegasus Partners Ltd. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Quaker Wealth Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2020 | Q3 2020 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
EA Series Trust | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Grace Capital | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2021 | Q3 2021 | 1 |
Prostatis Group LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2020 | Q2 2020 | 1 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Gradient Capital Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q4 2017 | 1 |
Traynor Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
INTRUST BANK NA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 19.95% | 19.95% | 19.95% | Q4 2022 | Q4 2022 | 1 |
Bernicke Wealth Management, Ltd. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2017 | Q2 2017 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2022 | Q1 2022 | 1 |
Keudell/Morrison Wealth Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 6.54% | 6.54% | 6.54% | Q1 2019 | Q1 2019 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
Altium Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Lifeworks Advisors, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 4.51% | 4.51% | 4.51% | Q3 2023 | Q3 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Strait & Sound Wealth Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
Family CFO Inc | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2022 | Q1 2022 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Ruggie Capital Group | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q2 2019 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2017 | Q4 2017 | 1 |
Sierra Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
STEPH & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
United Community Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Seneca House Advisors | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Activest Wealth Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Legal Advantage Investments, Inc. | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2022 | Q3 2022 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Spectrum Financial Alliance Ltd LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q3 2023 | Q3 2023 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
David Kennon Inc | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
3EDGE Asset Management, LP | 1 | 1 | 48.52% | 48.52% | 48.52% | Q4 2018 | Q4 2018 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BOSTON ADVISORS LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q3 2019 | 1 |
Members Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own VANGUARD SCOTTSDALE FDS or have owned VANGUARD SCOTTSDALE FDS in the past.