Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LEAVELL INVESTMENT MANAGEMENT, INC. | 51 | 51 | 0.04% | 0.34% | 0.70% | Q1 2011 | Q3 2023 | 51 |
RiverFront Investment Group, LLC | 29 | 21 | 0.14% | 4.09% | 7.78% | Q4 2009 | Q3 2023 | 50 |
Rehmann Capital Advisory Group | 34 | 15 | 0.00% | 0.45% | 0.92% | Q1 2011 | Q3 2023 | 49 |
HSBC HOLDINGS PLC | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 47 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.06% | Q1 2012 | Q3 2023 | 46 |
Capital Analysts, LLC | 44 | 44 | 0.00% | 0.68% | 5.02% | Q4 2012 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.26% | 0.53% | Q4 2012 | Q3 2023 | 44 |
Tortoise Investment Management, LLC | 44 | 44 | 0.42% | 1.78% | 4.21% | Q4 2012 | Q3 2023 | 44 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.32% | 0.71% | Q2 2013 | Q3 2023 | 43 |
Freedom Investment Management, Inc. | 43 | 43 | 0.21% | 1.02% | 2.04% | Q1 2013 | Q3 2023 | 43 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 43 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.14% | 0.39% | Q2 2013 | Q3 2023 | 42 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 42 | 42 | 0.06% | 0.19% | 0.62% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.13% | 0.26% | 0.44% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.02% | 0.31% | 0.95% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.12% | 0.19% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.02% | 0.32% | 0.83% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.02% | 0.15% | 0.51% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.12% | 0.20% | 0.33% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.06% | 0.17% | 0.39% | Q2 2013 | Q3 2023 | 42 |
FRONT BARNETT ASSOCIATES LLC | 42 | 42 | 0.04% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.02% | 0.39% | 0.81% | Q2 2013 | Q3 2023 | 42 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42 | 42 | 5.71% | 15.46% | 22.34% | Q2 2013 | Q3 2023 | 42 |
Transamerica Financial Advisors, Inc. | 42 | 42 | 0.10% | 1.17% | 3.40% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.22% | 0.64% | 1.55% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 42 | 42 | 0.00% | 0.30% | 0.64% | Q2 2013 | Q3 2023 | 42 |
SIGMA INVESTMENT COUNSELORS INC | 42 | 42 | 0.70% | 2.90% | 4.68% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.79% | 1.72% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.04% | 1.11% | 1.63% | Q2 2013 | Q4 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.04% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 42 |
CHATHAM CAPITAL GROUP, INC. | 42 | 42 | 0.65% | 4.55% | 8.53% | Q2 2013 | Q3 2023 | 42 |
DEARBORN PARTNERS LLC | 42 | 42 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Busey Bank | 42 | 42 | 2.02% | 3.27% | 4.44% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 42 |
SouthState Corp | 42 | 42 | 0.05% | 1.23% | 3.87% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 42 | 42 | 0.07% | 0.18% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.13% | 0.31% | 0.91% | Q2 2013 | Q3 2023 | 42 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 42 | 42 | 0.78% | 1.15% | 3.66% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.01% | 0.29% | 0.84% | Q2 2013 | Q3 2023 | 42 |
MATHER GROUP, LLC. | 42 | 42 | 1.40% | 6.16% | 20.08% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 21 | 21 | 0.02% | 0.27% | 0.77% | Q1 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.07% | 0.33% | 0.76% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.04% | 1.27% | Q2 2013 | Q3 2023 | 42 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 42 | 42 | 0.06% | 2.47% | 3.82% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.39% | 0.98% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.43% | 4.65% | 8.69% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.01% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 42 | 42 | 11.04% | 13.87% | 17.39% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.02% | 0.25% | 0.58% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.00% | 0.14% | 0.34% | Q3 2013 | Q3 2023 | 42 |
Baker Avenue Asset Management, LP | 42 | 42 | 0.01% | 0.48% | 2.91% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.02% | 0.57% | 1.34% | Q2 2013 | Q3 2023 | 42 |
Bangor Savings Bank | 42 | 42 | 0.01% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
SeaBridge Investment Advisors LLC | 42 | 42 | 0.16% | 0.90% | 2.22% | Q2 2013 | Q3 2023 | 42 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 42 | 42 | 0.08% | 0.37% | 0.87% | Q2 2013 | Q3 2023 | 42 |
WEIK CAPITAL MANAGEMENT | 42 | 42 | 0.11% | 0.97% | 2.29% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.18% | 0.47% | 1.88% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.06% | 0.15% | 0.42% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.01% | 0.08% | 0.58% | Q2 2013 | Q3 2023 | 42 |
NWAM LLC | 32 | 10 | 0.03% | 0.30% | 0.80% | Q1 2013 | Q3 2023 | 42 |
Roundview Capital LLC | 42 | 42 | 1.29% | 2.30% | 3.98% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.06% | 1.17% | 2.37% | Q2 2013 | Q3 2023 | 42 |
Twele Capital Management, Inc. | 42 | 42 | 1.74% | 3.63% | 5.64% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 42 |
WMS Partners, LLC | 34 | 7 | 0.05% | 2.59% | 8.90% | Q2 2013 | Q3 2023 | 41 |
FRANKLIN RESOURCES INC | 38 | 3 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.00% | 0.27% | 1.60% | Q3 2013 | Q3 2023 | 41 |
Estate Counselors, LLC | 22 | 19 | 0.30% | 2.84% | 7.98% | Q2 2013 | Q3 2023 | 41 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 41 | 41 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 41 |
GOULD ASSET MANAGEMENT LLC /CA/ | 41 | 41 | 0.94% | 3.59% | 8.20% | Q3 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 30 | 11 | 0.02% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 41 |
Parkside Advisors LLC | 41 | 41 | 2.33% | 3.78% | 5.51% | Q4 2013 | Q4 2023 | 41 |
Financial Advantage, Inc. | 26 | 15 | 0.16% | 0.24% | 0.47% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.04% | 0.52% | 2.09% | Q2 2013 | Q2 2023 | 41 |
ALBION FINANCIAL GROUP /UT | 31 | 10 | 0.36% | 2.06% | 3.72% | Q2 2013 | Q3 2023 | 41 |
HM PAYSON & CO | 22 | 19 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Cetera Advisors LLC | 23 | 18 | 0.10% | 0.21% | 0.47% | Q2 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.06% | 0.21% | 0.38% | Q4 2013 | Q3 2023 | 40 |
ROCKY MOUNTAIN ADVISERS, LLC | 40 | 40 | 0.04% | 0.29% | 1.10% | Q4 2013 | Q3 2023 | 40 |
First Horizon Advisors, Inc. | 37 | 3 | 0.00% | 0.30% | 0.60% | Q3 2013 | Q3 2023 | 40 |
FIRST MANHATTAN CO. LLC. | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.20% | 0.46% | 0.84% | Q4 2013 | Q3 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 0.08% | 1.04% | 1.66% | Q4 2013 | Q3 2023 | 40 |
Baltimore-Washington Financial Advisors, Inc. | 40 | 40 | 0.06% | 2.02% | 4.15% | Q4 2013 | Q3 2023 | 40 |
Loudon Investment Management, LLC | 40 | 40 | 0.20% | 1.54% | 2.34% | Q4 2013 | Q3 2023 | 40 |
WESBANCO BANK INC | 17 | 11 | 0.01% | 0.09% | 0.42% | Q2 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.02% | 0.20% | 0.49% | Q3 2013 | Q3 2023 | 40 |
Blume Capital Management, Inc. | 40 | 40 | 0.05% | 1.36% | 5.37% | Q4 2013 | Q3 2023 | 40 |
Sandy Spring Bank | 40 | 40 | 0.31% | 1.67% | 3.66% | Q4 2013 | Q3 2023 | 40 |
Opus Capital Group, LLC | 40 | 40 | 0.03% | 2.15% | 10.62% | Q2 2013 | Q1 2023 | 40 |
Curbstone Financial Management Corp | 40 | 40 | 4.23% | 6.96% | 8.57% | Q1 2014 | Q4 2023 | 40 |
CABOT WEALTH MANAGEMENT INC | 40 | 40 | 0.04% | 0.82% | 1.74% | Q4 2013 | Q3 2023 | 40 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
BESSEMER GROUP INC | 23 | 1 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q3 2023 | 39 |
HOWE & RUSLING INC | 38 | 1 | 0.08% | 1.00% | 1.62% | Q4 2013 | Q3 2023 | 39 |
VANGUARD GROUP INC | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
Addison Capital Co | 33 | 6 | 0.60% | 0.98% | 1.64% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.04% | 0.22% | 0.82% | Q1 2014 | Q3 2023 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.23% | 0.67% | 1.15% | Q2 2013 | Q4 2022 | 39 |
Horizon Investment Services, LLC | 39 | 39 | 0.16% | 4.90% | 9.29% | Q1 2014 | Q3 2023 | 39 |
Autus Asset Management, LLC | 39 | 39 | 2.20% | 2.66% | 3.18% | Q2 2013 | Q4 2022 | 39 |
Asset Management Group, Inc. | 39 | 39 | 0.63% | 2.58% | 6.78% | Q1 2014 | Q3 2023 | 39 |
Occidental Asset Management, LLC | 39 | 39 | 0.07% | 2.09% | 5.49% | Q1 2014 | Q3 2023 | 39 |
FIFTH THIRD BANCORP | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
Evanson Asset Management, LLC | 39 | 39 | 0.03% | 0.35% | 0.86% | Q4 2013 | Q2 2023 | 39 |
Dynamic Advisor Solutions LLC | 33 | 6 | 0.12% | 0.81% | 1.45% | Q4 2013 | Q3 2023 | 39 |
CORDA Investment Management, LLC. | 38 | 38 | 0.24% | 1.48% | 2.76% | Q2 2013 | Q3 2022 | 38 |
THRIVENT FINANCIAL FOR LUTHERANS | 38 | 38 | 0.02% | 0.18% | 0.52% | Q2 2014 | Q3 2023 | 38 |
A. D. Beadell Investment Counsel, Inc. | 38 | 38 | 0.40% | 1.62% | 2.26% | Q2 2014 | Q3 2023 | 38 |
Buckingham Capital Management, Inc. | 31 | 1 | 0.09% | 6.39% | 11.86% | Q2 2013 | Q3 2023 | 38 |
CAHILL FINANCIAL ADVISORS INC | 38 | 38 | 0.41% | 1.17% | 1.96% | Q2 2014 | Q3 2023 | 38 |
MUFG Americas Holdings Corp | 38 | 38 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 38 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.22% | 2.45% | Q2 2013 | Q3 2023 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.01% | 0.32% | 1.22% | Q1 2014 | Q3 2023 | 38 |
ASSETMARK, INC | 38 | 38 | 0.00% | 0.41% | 2.65% | Q2 2014 | Q3 2023 | 38 |
Greenwich Wealth Management LLC | 25 | 13 | 0.02% | 0.20% | 1.38% | Q2 2013 | Q3 2023 | 38 |
Advisory Alpha, LLC | 20 | 7 | 0.00% | 1.96% | 8.94% | Q4 2013 | Q3 2023 | 38 |
Acropolis Investment Management, LLC | 22 | 16 | 0.01% | 0.19% | 0.44% | Q2 2013 | Q3 2023 | 38 |
ALLIANCEBERNSTEIN L.P. | 38 | 38 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 38 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.05% | 0.18% | 0.36% | Q2 2013 | Q3 2023 | 37 |
Kovack Advisors, Inc. | 17 | 3 | 0.24% | 1.46% | 5.66% | Q1 2014 | Q3 2023 | 37 |
KING LUTHER CAPITAL MANAGEMENT CORP | 37 | 37 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 37 |
Brinker Capital Investments, LLC | 27 | 10 | 0.00% | 0.20% | 0.50% | Q2 2013 | Q4 2022 | 37 |
Lowe Wealth Advisors, LLC | 37 | 37 | 4.05% | 5.48% | 6.91% | Q4 2014 | Q4 2023 | 37 |
Ironsides Asset Advisors, LLC | 37 | 37 | 0.28% | 2.05% | 4.10% | Q2 2014 | Q2 2023 | 37 |
NAPLES GLOBAL ADVISORS, LLC | 37 | 37 | 0.24% | 0.73% | 1.13% | Q3 2014 | Q3 2023 | 37 |
BAR HARBOR TRUST SERVICES | 37 | 37 | 0.00% | 2.50% | 8.93% | Q2 2013 | Q2 2022 | 37 |
UBS Group AG | 36 | 36 | 0.10% | 0.13% | 0.16% | Q4 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.06% | 0.33% | 0.85% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.08% | 0.17% | 0.40% | Q4 2014 | Q3 2023 | 36 |
Bray Capital Advisors | 36 | 36 | 0.93% | 5.75% | 10.35% | Q4 2014 | Q3 2023 | 36 |
Pinnacle Wealth Management Advisory Group, LLC | 36 | 36 | 0.07% | 1.38% | 2.71% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.12% | 0.68% | 1.47% | Q4 2014 | Q3 2023 | 36 |
Cambria Investment Management, L.P. | 36 | 36 | 0.04% | 0.35% | 1.40% | Q4 2014 | Q3 2023 | 36 |
PEDDOCK CAPITAL ADVISORS, LLC | 36 | 36 | 0.09% | 1.13% | 2.42% | Q4 2014 | Q3 2023 | 36 |
KWMG, LLC | 36 | 36 | 1.34% | 1.77% | 2.11% | Q4 2014 | Q3 2023 | 36 |
AllSquare Wealth Management LLC | 36 | 36 | 2.44% | 9.43% | 20.71% | Q4 2014 | Q3 2023 | 36 |
Atria Investments, Inc | 28 | 8 | 0.02% | 0.41% | 2.12% | Q2 2013 | Q3 2023 | 36 |
Cambridge Advisors Inc. | 36 | 36 | 0.24% | 0.33% | 0.48% | Q4 2014 | Q3 2023 | 36 |
ETF Portfolio Partners, Inc. | 36 | 36 | 0.13% | 7.99% | 13.35% | Q4 2014 | Q3 2023 | 36 |
Landmark Financial Advisors, LLC | 36 | 36 | 0.22% | 1.06% | 4.11% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2022 | 36 |
Windsor Capital Management, LLC | 36 | 36 | 0.14% | 2.33% | 4.19% | Q4 2014 | Q3 2023 | 36 |
Boston Trust Walden Corp | 36 | 36 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q1 2022 | 36 |
M&T BANK CORP | 21 | 15 | 0.01% | 0.01% | 0.06% | Q3 2014 | Q3 2023 | 36 |
SIGNET FINANCIAL MANAGEMENT, LLC | 36 | 36 | 0.03% | 1.64% | 4.81% | Q4 2014 | Q3 2023 | 36 |
COURIER CAPITAL LLC | 35 | 35 | 0.06% | 0.43% | 1.03% | Q1 2015 | Q3 2023 | 35 |
OLD NATIONAL BANCORP /IN/ | 35 | 35 | 0.14% | 0.33% | 0.86% | Q1 2015 | Q3 2023 | 35 |
Altavista Wealth Management, Inc. | 35 | 35 | 0.08% | 0.31% | 0.53% | Q2 2013 | Q4 2021 | 35 |
Pekin Hardy Strauss, Inc. | 33 | 2 | 0.02% | 0.20% | 0.53% | Q3 2014 | Q2 2023 | 35 |
BANK HAPOALIM BM | 35 | 35 | 0.04% | 0.24% | 0.45% | Q1 2015 | Q3 2023 | 35 |
PARSONS CAPITAL MANAGEMENT INC/RI | 35 | 35 | 0.37% | 0.62% | 0.78% | Q1 2015 | Q3 2023 | 35 |
APPLETON GROUP, LLC | 19 | 4 | 0.61% | 3.20% | 9.15% | Q1 2014 | Q1 2023 | 35 |
Blue Edge Capital, LLC | 26 | 9 | 0.46% | 1.99% | 4.06% | Q4 2013 | Q3 2023 | 35 |
Polaris Wealth Advisory Group, LLC | 18 | 2 | 0.01% | 0.15% | 0.82% | Q2 2013 | Q3 2023 | 35 |
Allen Investment Management, LLC | 28 | 7 | 0.06% | 0.36% | 1.43% | Q1 2014 | Q3 2023 | 35 |
Alpha Cubed Investments, LLC | 35 | 35 | 0.16% | 2.59% | 4.01% | Q1 2015 | Q3 2023 | 35 |
Advisory Services Network, LLC | 27 | 8 | 0.01% | 0.15% | 0.38% | Q4 2014 | Q3 2023 | 35 |
Gradient Investments LLC | 31 | 4 | 0.00% | 2.70% | 8.63% | Q2 2013 | Q3 2023 | 35 |
Callan Capital, LLC | 35 | 35 | 0.20% | 1.97% | 4.72% | Q4 2014 | Q2 2023 | 35 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 34 | 34 | 0.01% | 0.22% | 1.20% | Q2 2015 | Q3 2023 | 34 |
Psagot Value Holdings Ltd. | 34 | 34 | 0.00% | 0.30% | 1.21% | Q2 2013 | Q3 2021 | 34 |
Barrett Asset Management, LLC | 34 | 34 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2021 | 34 |
Financial Architects, Inc | 25 | 4 | 0.01% | 0.76% | 2.44% | Q2 2014 | Q2 2023 | 34 |
Prospera Financial Services Inc | 33 | 1 | 0.01% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 34 |
Atlas Brown,Inc. | 34 | 34 | 0.06% | 0.21% | 0.39% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.08% | 0.34% | 0.58% | Q2 2015 | Q3 2023 | 34 |
Financial Planning & Information Services, Inc. | 34 | 34 | 1.06% | 6.69% | 11.54% | Q2 2015 | Q3 2023 | 34 |
M Holdings Securities, Inc. | 22 | 6 | 0.04% | 0.54% | 2.03% | Q4 2013 | Q2 2023 | 34 |
Alexandria Capital, LLC | 34 | 34 | 0.01% | 0.36% | 1.20% | Q2 2013 | Q3 2021 | 34 |
SMITH, MOORE & CO. | 24 | 1 | 0.03% | 0.37% | 1.83% | Q4 2013 | Q2 2023 | 34 |
MYCIO WEALTH PARTNERS, LLC | 30 | 3 | 0.00% | 0.33% | 1.03% | Q4 2013 | Q3 2023 | 33 |
B. Riley Wealth Advisors, Inc. | 32 | 1 | 0.00% | 0.17% | 0.72% | Q4 2014 | Q3 2023 | 33 |
Fisher Asset Management, LLC | 18 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 33 |
JFS WEALTH ADVISORS, LLC | 23 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 33 |
D'Orazio & Associates, Inc. | 33 | 33 | 0.06% | 0.34% | 0.69% | Q3 2015 | Q3 2023 | 33 |
EVERGREEN CAPITAL MANAGEMENT LLC | 29 | 4 | 0.09% | 1.11% | 2.37% | Q2 2014 | Q3 2023 | 33 |
GAMCO INVESTORS, INC. ET AL | 33 | 33 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 33 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 32 | 32 | 0.10% | 0.27% | 0.48% | Q4 2015 | Q3 2023 | 32 |
Argent Trust Co | 32 | 32 | 0.09% | 0.19% | 0.36% | Q4 2015 | Q3 2023 | 32 |
FIDUCIARY TRUST CO | 32 | 32 | 0.02% | 0.07% | 0.23% | Q4 2015 | Q3 2023 | 32 |
First PREMIER Bank | 32 | 32 | 0.00% | 0.19% | 0.44% | Q4 2015 | Q3 2023 | 32 |
Grove Bank & Trust | 32 | 32 | 0.03% | 0.88% | 1.40% | Q4 2015 | Q3 2023 | 32 |
Migdal Insurance & Financial Holdings Ltd. | 32 | 32 | 0.01% | 1.35% | 7.44% | Q4 2015 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.16% | 0.40% | 0.73% | Q4 2015 | Q3 2023 | 32 |
BALDWIN BROTHERS LLC/MA | 32 | 32 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q4 2023 | 32 |
Berkeley Capital Partners, LLC | 32 | 32 | 0.53% | 1.28% | 3.01% | Q4 2015 | Q3 2023 | 32 |
Capital Investment Services of America, Inc. | 32 | 32 | 3.76% | 4.93% | 5.73% | Q4 2015 | Q3 2023 | 32 |
JNBA Financial Advisors | 28 | 4 | 0.01% | 0.08% | 0.57% | Q3 2015 | Q3 2023 | 32 |
NORTHERN TRUST CORP | 31 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.70% | 3.07% | 4.74% | Q1 2016 | Q4 2023 | 32 |
VICUS CAPITAL | 32 | 32 | 0.07% | 0.73% | 3.26% | Q4 2015 | Q3 2023 | 32 |
ST GERMAIN D J CO INC | 29 | 3 | 0.00% | 0.23% | 1.21% | Q4 2015 | Q4 2023 | 32 |
FIRST FOUNDATION ADVISORS | 18 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 32 |
HOLLENCREST CAPITAL MANAGEMENT | 32 | 32 | 0.05% | 0.28% | 0.77% | Q4 2015 | Q3 2023 | 32 |
West Oak Capital, LLC | 23 | 9 | 0.00% | 1.64% | 4.96% | Q3 2015 | Q3 2023 | 32 |
Archford Capital Strategies, LLC | 32 | 32 | 0.12% | 1.13% | 2.38% | Q4 2015 | Q3 2023 | 32 |
GIRARD PARTNERS LTD. | 32 | 32 | 0.02% | 0.47% | 1.10% | Q4 2015 | Q3 2023 | 32 |
CAPTRUST FINANCIAL ADVISORS | 28 | 1 | 0.00% | 0.45% | 1.40% | Q2 2014 | Q3 2023 | 32 |
Paradigm Financial Advisors, LLC | 32 | 32 | 1.15% | 2.16% | 4.21% | Q1 2014 | Q4 2021 | 32 |
MILLENNIUM MANAGEMENT LLC | 9 | 3 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 32 |
Avior Wealth Management, LLC | 31 | 31 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q3 2023 | 31 |
ADVISORY RESEARCH INC | 31 | 31 | 0.03% | 0.35% | 1.49% | Q1 2016 | Q3 2023 | 31 |
Veritable, L.P. | 28 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q2 2023 | 31 |
Parkside Financial Bank & Trust | 20 | 9 | 0.00% | 0.04% | 0.10% | Q3 2015 | Q1 2023 | 31 |
High Falls Advisors, Inc | 19 | 12 | 0.07% | 0.20% | 0.52% | Q4 2015 | Q3 2023 | 31 |
Carroll Financial Associates, Inc. | 31 | 31 | 0.00% | 0.57% | 1.66% | Q2 2014 | Q4 2021 | 31 |
BNP PARIBAS FINANCIAL MARKETS | 21 | 10 | 0.00% | 0.02% | 0.13% | Q4 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.06% | 0.21% | 0.60% | Q4 2015 | Q3 2023 | 31 |
SONATA CAPITAL GROUP INC | 31 | 31 | 0.59% | 0.98% | 1.73% | Q1 2016 | Q3 2023 | 31 |
Regal Investment Advisors LLC | 10 | 1 | 0.03% | 0.11% | 0.40% | Q2 2013 | Q3 2023 | 31 |
COMERICA BANK | 29 | 1 | 0.00% | 0.04% | 0.12% | Q3 2013 | Q3 2023 | 31 |
HUNTINGTON NATIONAL BANK | 22 | 1 | 0.00% | 0.04% | 0.12% | Q1 2013 | Q3 2023 | 31 |
WEALTHSOURCE PARTNERS, LLC | 31 | 31 | 0.03% | 0.14% | 0.36% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.04% | 0.12% | 0.57% | Q1 2016 | Q3 2023 | 31 |
AMI INVESTMENT MANAGEMENT INC | 31 | 31 | 2.01% | 3.11% | 5.91% | Q1 2016 | Q3 2023 | 31 |
Round Table Services, LLC | 20 | 5 | 0.22% | 0.98% | 4.10% | Q2 2013 | Q3 2022 | 31 |
Goodman Financial Corp | 17 | 14 | 0.18% | 5.78% | 18.83% | Q4 2013 | Q3 2023 | 31 |
Dakota Wealth Management | 31 | 31 | 0.02% | 1.69% | 4.32% | Q1 2016 | Q3 2023 | 31 |
Coyle Financial Counsel LLC | 13 | 1 | 0.30% | 4.10% | 13.97% | Q1 2014 | Q3 2023 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.00% | 0.34% | 1.05% | Q2 2014 | Q4 2021 | 31 |
NORTHEAST INVESTMENT MANAGEMENT | 14 | 1 | 0.02% | 0.93% | 2.12% | Q2 2013 | Q3 2022 | 31 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 31 | 31 | 0.89% | 1.72% | 2.22% | Q1 2016 | Q3 2023 | 31 |
BLAIR WILLIAM & CO/IL | 30 | 30 | 0.00% | 0.03% | 0.16% | Q2 2016 | Q3 2023 | 30 |
Paragon Capital Management Ltd | 14 | 1 | 0.11% | 1.38% | 4.78% | Q2 2013 | Q3 2023 | 30 |
Hilltop Holdings Inc. | 29 | 1 | 0.06% | 0.45% | 1.11% | Q2 2015 | Q3 2023 | 30 |
Perigon Wealth Management, LLC | 21 | 1 | 0.02% | 0.30% | 0.85% | Q3 2011 | Q3 2023 | 30 |
FAS Wealth Partners, Inc. | 30 | 30 | 0.09% | 0.48% | 1.62% | Q2 2016 | Q3 2023 | 30 |
MITCHELL SINKLER & STARR/PA | 16 | 14 | 0.30% | 0.77% | 2.19% | Q1 2014 | Q2 2023 | 30 |
BOSTON FINANCIAL MANGEMENT LLC | 30 | 30 | 0.14% | 0.70% | 1.62% | Q2 2016 | Q3 2023 | 30 |
CHOREO, LLC | 29 | 1 | 0.01% | 0.07% | 0.20% | Q1 2016 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.06% | 0.18% | 0.29% | Q2 2016 | Q3 2023 | 30 |
CULBERTSON A N & CO INC | 30 | 30 | 0.15% | 0.51% | 0.66% | Q2 2016 | Q3 2023 | 30 |
FIFTH THIRD SECURITIES, INC. | 24 | 6 | 0.76% | 3.60% | 7.99% | Q1 2016 | Q3 2023 | 30 |
Newman Dignan & Sheerar, Inc. | 30 | 30 | 0.01% | 0.20% | 0.52% | Q4 2013 | Q1 2021 | 30 |
HEADINVEST, LLC | 18 | 12 | 1.46% | 5.35% | 8.51% | Q1 2015 | Q3 2023 | 30 |
Country Club Trust Company, n.a. | 14 | 1 | 0.39% | 1.05% | 2.66% | Q2 2013 | Q4 2021 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.12% | 0.28% | 0.62% | Q2 2013 | Q3 2020 | 30 |
PINNACLE FINANCIAL PARTNERS INC | 29 | 29 | 0.05% | 1.18% | 4.15% | Q3 2016 | Q3 2023 | 29 |
GUYASUTA INVESTMENT ADVISORS INC | 29 | 29 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 29 |
Cable Hill Partners, LLC | 23 | 6 | 0.07% | 10.96% | 18.50% | Q2 2016 | Q3 2023 | 29 |
Cornerstone Wealth Management, LLC | 25 | 1 | 0.04% | 0.08% | 0.30% | Q1 2016 | Q3 2023 | 29 |
Cribstone Capital Management, LLC | 29 | 29 | 0.67% | 3.93% | 9.33% | Q4 2015 | Q4 2022 | 29 |
Whitegate Investment Counselors, Inc. | 15 | 1 | 0.08% | 3.38% | 5.06% | Q1 2014 | Q3 2023 | 29 |
ROPES WEALTH ADVISORS LLC | 29 | 29 | 0.01% | 0.06% | 0.18% | Q3 2016 | Q3 2023 | 29 |
Pointe Capital Management LLC | 27 | 2 | 0.36% | 3.42% | 6.57% | Q2 2016 | Q3 2023 | 29 |
JUNCTURE WEALTH STRATEGIES, LLC | 29 | 29 | 0.30% | 1.06% | 2.12% | Q4 2016 | Q4 2023 | 29 |
Capital Advantage, Inc. | 22 | 7 | 0.13% | 1.54% | 8.24% | Q4 2013 | Q1 2021 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 29 |
WEBSTER BANK, N. A. | 29 | 29 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 29 |
JANE STREET GROUP, LLC | 24 | 1 | 0.00% | 0.05% | 0.17% | Q2 2015 | Q3 2023 | 29 |
FDx Advisors, Inc. | 29 | 29 | 0.05% | 0.57% | 1.59% | Q3 2016 | Q3 2023 | 29 |
Perkins Coie Trust Co | 28 | 1 | 0.01% | 0.04% | 0.09% | Q1 2015 | Q3 2023 | 29 |
Daiwa Securities Group Inc. | 29 | 29 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 29 |
Freestone Capital Holdings, LLC | 27 | 2 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 29 |
SCOTIA CAPITAL INC. | 29 | 29 | 0.00% | 0.05% | 0.19% | Q3 2016 | Q3 2023 | 29 |
Alaska Permanent Capital Management | 24 | 1 | 0.03% | 0.09% | 0.15% | Q3 2014 | Q1 2023 | 29 |
GOFEN & GLOSSBERG LLC /IL/ | 28 | 1 | 0.01% | 0.01% | 0.04% | Q3 2013 | Q4 2022 | 29 |
Capital Investment Advisors, LLC | 28 | 28 | 0.01% | 1.40% | 3.50% | Q1 2017 | Q4 2023 | 28 |
TD ASSET MANAGEMENT INC | 22 | 6 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 28 |
Perennial Advisors, LLC | 28 | 28 | 1.47% | 2.39% | 3.20% | Q4 2016 | Q3 2023 | 28 |
CITIZENS FINANCIAL GROUP INC/RI | 28 | 28 | 0.02% | 0.14% | 0.30% | Q4 2016 | Q3 2023 | 28 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 28 | 28 | 0.11% | 0.57% | 1.81% | Q4 2016 | Q3 2023 | 28 |
GenTrust, LLC | 28 | 28 | 0.14% | 4.45% | 9.10% | Q4 2016 | Q3 2023 | 28 |
REILLY FINANCIAL ADVISORS, LLC | 27 | 1 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q4 2021 | 28 |
CENTRAL TRUST Co | 28 | 28 | 0.00% | 0.03% | 0.13% | Q4 2016 | Q3 2023 | 28 |
Capital Advisors, Ltd. LLC | 21 | 7 | 0.01% | 0.07% | 0.35% | Q4 2013 | Q3 2023 | 28 |
ROBERTS GLORE & CO INC /IL/ | 28 | 28 | 0.16% | 0.39% | 0.98% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.26% | 1.32% | 2.77% | Q4 2016 | Q3 2023 | 28 |
CAPITAL MANAGEMENT CORP /VA | 28 | 28 | 0.08% | 0.18% | 0.69% | Q2 2013 | Q1 2020 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.06% | 0.63% | 2.16% | Q4 2016 | Q3 2023 | 28 |
Johnson Financial Group, Inc. | 25 | 1 | 0.00% | 0.02% | 0.09% | Q2 2015 | Q3 2023 | 28 |
BADGLEY PHELPS & BELL INC | 27 | 1 | 0.01% | 1.39% | 2.12% | Q2 2013 | Q4 2020 | 28 |
Modera Wealth Management, LLC | 18 | 1 | 0.01% | 0.91% | 6.11% | Q3 2014 | Q3 2023 | 28 |
Stratford Consulting, LLC | 28 | 28 | 1.70% | 3.22% | 4.98% | Q2 2013 | Q1 2020 | 28 |
Probity Advisors, Inc. | 18 | 2 | 0.35% | 1.53% | 3.71% | Q2 2016 | Q3 2023 | 28 |
Hudock, Inc. | 25 | 3 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q3 2022 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.23% | 0.46% | 1.01% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.15% | 0.45% | Q4 2016 | Q3 2023 | 28 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 28 | 28 | 0.03% | 0.62% | 0.92% | Q4 2016 | Q3 2023 | 28 |
Private Ocean, LLC | 23 | 5 | 5.70% | 15.70% | 21.46% | Q4 2013 | Q3 2023 | 28 |
GRIMES & COMPANY, INC. | 22 | 2 | 0.01% | 1.04% | 6.45% | Q3 2015 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.01% | 0.08% | 0.20% | Q4 2016 | Q3 2023 | 28 |
SignalPoint Asset Management, LLC | 28 | 28 | 0.22% | 0.64% | 0.88% | Q4 2016 | Q3 2023 | 28 |
BlueSky Wealth Advisors, LLC | 28 | 28 | 9.09% | 14.10% | 18.42% | Q4 2016 | Q3 2023 | 28 |
Advocacy Wealth Management Services, LLC | 23 | 2 | 0.01% | 0.15% | 1.71% | Q2 2013 | Q3 2022 | 28 |
Ridgewood Investments LLC | 28 | 28 | 0.47% | 0.72% | 0.99% | Q4 2016 | Q3 2023 | 28 |
KAYS FINANCIAL ADVISORY CORP /ADV | 28 | 28 | 5.86% | 8.60% | 13.09% | Q4 2013 | Q3 2020 | 28 |
Neuberger Berman Group LLC | 18 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 28 |
ALESCO ADVISORS LLC | 18 | 2 | 0.01% | 0.37% | 1.56% | Q2 2015 | Q3 2023 | 28 |
MOTCO | 27 | 27 | 0.00% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Raab & Moskowitz Asset Management LLC | 26 | 1 | 0.01% | 0.43% | 0.66% | Q4 2014 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.08% | 0.36% | 1.03% | Q2 2013 | Q4 2019 | 27 |
Wellington Shields Capital Management, LLC | 27 | 27 | 0.02% | 0.18% | 0.29% | Q1 2016 | Q3 2022 | 27 |
Partnervest Advisory Services LLC | 18 | 9 | 0.09% | 0.48% | 2.00% | Q2 2013 | Q3 2020 | 27 |
ASPIRIANT, LLC | 27 | 27 | 0.03% | 0.54% | 1.63% | Q1 2017 | Q3 2023 | 27 |
Catalyst Capital Advisors LLC | 27 | 27 | 0.01% | 0.40% | 1.28% | Q1 2017 | Q3 2023 | 27 |
WESCAP Management Group, Inc. | 27 | 27 | 1.47% | 3.57% | 6.55% | Q1 2017 | Q3 2023 | 27 |
Capital Investment Advisory Services, LLC | 27 | 27 | 0.01% | 0.51% | 1.78% | Q1 2017 | Q3 2023 | 27 |
Chicago Partners Investment Group LLC | 27 | 27 | 0.02% | 0.10% | 0.19% | Q1 2017 | Q3 2023 | 27 |
VALLEY NATIONAL ADVISERS INC | 15 | 12 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2022 | 27 |
Mirae Asset Global Investments Co., Ltd. | 26 | 1 | 0.00% | 0.12% | 0.67% | Q2 2014 | Q3 2023 | 27 |
ANCHOR CAPITAL ADVISORS LLC | 27 | 27 | 0.25% | 1.23% | 3.23% | Q1 2017 | Q3 2023 | 27 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 27 | 27 | 0.05% | 0.12% | 0.31% | Q1 2017 | Q3 2023 | 27 |
Oakworth Capital, Inc. | 21 | 6 | 0.00% | 3.20% | 9.02% | Q4 2015 | Q3 2023 | 27 |
LEVEL FOUR ADVISORY SERVICES, LLC | 19 | 8 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 27 |
AUA CAPITAL MANAGEMENT, LLC | 27 | 27 | 1.41% | 2.27% | 4.38% | Q1 2017 | Q3 2023 | 27 |
Kohmann Bosshard Financial Services, LLC | 25 | 2 | 4.28% | 5.52% | 6.90% | Q4 2016 | Q3 2023 | 27 |
Brookstone Capital Management | 11 | 1 | 0.02% | 0.60% | 2.91% | Q4 2013 | Q3 2023 | 27 |
Asset Planning Services, Ltd. | 27 | 27 | 0.30% | 3.03% | 5.79% | Q2 2015 | Q4 2021 | 27 |
HANCOCK WHITNEY CORP | 21 | 6 | 0.08% | 0.55% | 1.67% | Q3 2013 | Q3 2023 | 27 |
Bellecapital International Ltd. | 17 | 10 | 0.06% | 0.14% | 0.30% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.06% | 0.31% | 0.75% | Q4 2016 | Q3 2023 | 27 |
Founders Capital Management | 13 | 13 | 0.06% | 0.76% | 2.26% | Q1 2017 | Q4 2023 | 26 |
Hilton Capital Management, LLC | 26 | 26 | 2.45% | 6.54% | 11.92% | Q2 2017 | Q3 2023 | 26 |
OPPENHEIMER & CO INC | 26 | 26 | 0.01% | 0.13% | 0.42% | Q2 2017 | Q3 2023 | 26 |
Buffington Mohr McNeal | 26 | 26 | 0.14% | 0.36% | 0.63% | Q2 2017 | Q3 2023 | 26 |
WEDBUSH SECURITIES INC | 17 | 1 | 0.02% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 26 |
Carlson Capital Management | 26 | 26 | 0.06% | 5.09% | 20.07% | Q2 2017 | Q3 2023 | 26 |
Main Management LLC | 21 | 2 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 26 |
Retirement Systems of Alabama | 26 | 26 | 0.04% | 0.13% | 0.26% | Q2 2017 | Q3 2023 | 26 |
NewFocus Financial Group, LLC | 25 | 1 | 0.09% | 0.21% | 0.42% | Q2 2014 | Q4 2020 | 26 |
INSIGHT 2811, INC. | 15 | 1 | 0.08% | 7.40% | 18.79% | Q3 2013 | Q3 2020 | 26 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 18 | 8 | 0.26% | 0.38% | 0.63% | Q1 2016 | Q3 2023 | 26 |
MASSMUTUAL TRUST CO FSB/ADV | 25 | 1 | 0.00% | 0.52% | 0.74% | Q3 2014 | Q4 2023 | 26 |
Sargent Bickham Lagudis LLC | 25 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q4 2022 | 26 |
EVERMAY WEALTH MANAGEMENT LLC | 26 | 26 | 0.02% | 0.10% | 0.20% | Q2 2016 | Q3 2022 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2019 | 26 |
CHILTON CAPITAL MANAGEMENT LLC | 26 | 26 | 0.08% | 0.18% | 0.30% | Q2 2017 | Q3 2023 | 26 |
Strategic Financial Services, Inc, | 25 | 1 | 0.12% | 6.87% | 13.00% | Q1 2017 | Q3 2023 | 26 |
Harel Insurance Investments & Financial Services Ltd. | 11 | 2 | 0.01% | 0.20% | 0.50% | Q4 2015 | Q3 2023 | 26 |
Foothills Asset Management, Ltd. | 26 | 26 | 1.50% | 3.78% | 5.30% | Q4 2013 | Q1 2020 | 26 |
Capital Asset Advisory Services LLC | 19 | 3 | 0.21% | 0.79% | 3.23% | Q4 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.12% | 0.23% | 0.52% | Q2 2017 | Q3 2023 | 26 |
JT Stratford LLC | 26 | 26 | 0.10% | 1.32% | 3.62% | Q1 2017 | Q2 2023 | 26 |
NOVARE CAPITAL MANAGEMENT LLC | 26 | 26 | 0.09% | 0.54% | 1.68% | Q2 2017 | Q3 2023 | 26 |
Mariner, LLC | 20 | 1 | 0.00% | 0.09% | 0.43% | Q1 2015 | Q3 2023 | 26 |
Norway Savings Bank | 26 | 26 | 0.02% | 0.11% | 0.20% | Q2 2017 | Q3 2023 | 26 |
BFSG, LLC | 13 | 13 | 0.16% | 2.05% | 4.04% | Q1 2017 | Q3 2023 | 26 |
Sage Capital Advisors,llc | 26 | 26 | 0.34% | 0.57% | 0.80% | Q2 2017 | Q3 2023 | 26 |
Berkshire Money Management, Inc. | 24 | 2 | 0.12% | 1.60% | 3.22% | Q2 2016 | Q4 2022 | 26 |
Institute for Wealth Management, LLC. | 26 | 26 | 0.11% | 0.51% | 1.15% | Q2 2017 | Q3 2023 | 26 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 26 |
BANQUE PICTET & CIE SA | 26 | 26 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
LS Investment Advisors, LLC | 25 | 25 | 0.00% | 0.11% | 0.33% | Q3 2014 | Q3 2020 | 25 |
OneDigital Investment Advisors LLC | 20 | 5 | 0.04% | 0.34% | 1.33% | Q2 2017 | Q3 2023 | 25 |
SIGNATUREFD, LLC | 17 | 2 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 25 |
EVERETT HARRIS & CO /CA/ | 25 | 25 | 0.02% | 0.18% | 0.41% | Q3 2017 | Q3 2023 | 25 |
Vigilant Capital Management, LLC | 22 | 3 | 0.00% | 0.21% | 0.81% | Q2 2013 | Q3 2019 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 2.99% | 5.26% | 7.36% | Q3 2017 | Q3 2023 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.03% | 0.12% | 0.30% | Q1 2015 | Q1 2021 | 25 |
Sequoia Financial Advisors, LLC | 21 | 4 | 0.01% | 0.05% | 0.13% | Q2 2017 | Q3 2023 | 25 |
KOPP INVESTMENT ADVISORS LLC | 25 | 25 | 0.09% | 0.24% | 0.64% | Q3 2013 | Q3 2019 | 25 |
STEPHENS INC /AR/ | 22 | 3 | 0.14% | 1.26% | 4.56% | Q2 2013 | Q3 2023 | 25 |
BEACON FINANCIAL GROUP | 25 | 25 | 0.18% | 2.25% | 3.52% | Q3 2017 | Q3 2023 | 25 |
WOODMONT INVESTMENT COUNSEL LLC | 20 | 1 | 0.02% | 0.10% | 0.28% | Q2 2015 | Q3 2023 | 25 |
Stockman Wealth Management, Inc. | 18 | 7 | 0.13% | 0.86% | 2.21% | Q3 2016 | Q3 2023 | 25 |
WINTRUST INVESTMENTS LLC | 17 | 8 | 0.03% | 0.18% | 0.64% | Q3 2016 | Q4 2022 | 25 |
JOHNSON INVESTMENT COUNSEL INC | 25 | 25 | 0.24% | 0.35% | 0.45% | Q2 2013 | Q2 2019 | 25 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.02% | 3.57% | 4.98% | Q4 2015 | Q4 2022 | 25 |
EP Wealth Advisors, LLC | 9 | 3 | 0.01% | 0.12% | 0.54% | Q4 2016 | Q3 2023 | 25 |
QUATTRO FINANCIAL ADVISORS LLC | 13 | 4 | 0.21% | 8.86% | 15.09% | Q1 2017 | Q3 2023 | 25 |
Heritage Trust Co | 25 | 25 | 0.00% | 0.20% | 0.42% | Q3 2017 | Q3 2023 | 25 |
Lido Advisors, LLC | 23 | 2 | 0.02% | 0.09% | 0.19% | Q1 2016 | Q3 2023 | 25 |
Hirtle Callaghan & Co LLC | 25 | 25 | 1.30% | 7.28% | 11.62% | Q3 2017 | Q3 2023 | 25 |
FIRST NATIONAL TRUST CO | 25 | 25 | 0.04% | 0.60% | 1.00% | Q3 2017 | Q3 2023 | 25 |
NewEdge Advisors, LLC | 23 | 2 | 0.03% | 0.29% | 0.60% | Q2 2017 | Q3 2023 | 25 |
Truepoint, Inc. | 15 | 1 | 0.03% | 0.05% | 0.17% | Q4 2015 | Q4 2022 | 25 |
Sutton Wealth Advisors Inc. | 14 | 11 | 0.01% | 0.05% | 0.12% | Q1 2016 | Q3 2023 | 25 |
Concorde Asset Management, LLC | 25 | 25 | 0.13% | 1.04% | 3.27% | Q4 2014 | Q4 2020 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.00% | 0.07% | 0.17% | Q3 2017 | Q3 2023 | 25 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 14 | 1 | 0.01% | 0.08% | 0.25% | Q1 2015 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 2.76% | 5.19% | 8.51% | Q2 2017 | Q2 2023 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q4 2020 | 25 |
Providence First Trust Co | 14 | 11 | 1.74% | 3.50% | 5.39% | Q2 2017 | Q3 2023 | 25 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.06% | 0.12% | 0.19% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.06% | 0.16% | 0.32% | Q4 2017 | Q3 2023 | 24 |
C M BIDWELL & ASSOCIATES LTD | 24 | 24 | 0.36% | 2.25% | 5.70% | Q4 2017 | Q3 2023 | 24 |
FARMERS & MERCHANTS INVESTMENTS INC | 12 | 3 | 0.00% | 0.33% | 0.86% | Q2 2014 | Q3 2023 | 24 |
Steinberg Global Asset Management | 24 | 24 | 0.04% | 1.08% | 1.64% | Q2 2013 | Q1 2019 | 24 |
Valmark Advisers, Inc. | 24 | 24 | 0.01% | 0.06% | 0.16% | Q4 2017 | Q3 2023 | 24 |
BB&T SECURITIES, LLC | 21 | 3 | 0.01% | 0.17% | 0.37% | Q2 2013 | Q3 2019 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.03% | 0.93% | 3.38% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.14% | 0.19% | 0.28% | Q4 2017 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.03% | 0.16% | 0.23% | Q2 2013 | Q1 2019 | 24 |
Private Harbour Investment Management & Counsel, LLC | 24 | 24 | 3.84% | 8.16% | 10.32% | Q2 2016 | Q1 2022 | 24 |
Asset Dedication, LLC | 10 | 1 | 0.00% | 0.02% | 0.29% | Q4 2015 | Q3 2023 | 24 |
Fiera Capital Corp | 23 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 24 |
CWM, LLC | 16 | 8 | 0.00% | 0.05% | 0.21% | Q3 2017 | Q3 2023 | 24 |
FCG ADVISORS, LLC | 24 | 24 | 0.20% | 0.38% | 0.70% | Q4 2014 | Q3 2020 | 24 |
HT Partners LLC | 21 | 3 | 0.26% | 2.10% | 5.93% | Q2 2014 | Q3 2023 | 24 |
Thomasville National Bank | 20 | 4 | 0.08% | 0.69% | 1.08% | Q3 2017 | Q3 2023 | 24 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 21 | 3 | 0.08% | 0.11% | 0.16% | Q4 2013 | Q3 2023 | 24 |
Arete Wealth Advisors, LLC | 24 | 24 | 0.09% | 0.23% | 0.67% | Q4 2017 | Q3 2023 | 24 |
Koshinski Asset Management, Inc. | 16 | 8 | 0.22% | 1.13% | 2.13% | Q2 2017 | Q3 2023 | 24 |
Sowell Financial Services LLC | 10 | 2 | 0.07% | 0.57% | 1.24% | Q4 2016 | Q3 2023 | 24 |
Cliffwater LLC | 24 | 24 | 1.57% | 4.23% | 8.42% | Q4 2017 | Q3 2023 | 24 |
LYELL WEALTH MANAGEMENT, LP | 24 | 24 | 0.06% | 0.16% | 0.31% | Q4 2016 | Q3 2022 | 24 |
Clearwater Capital Advisors, LLC | 19 | 5 | 0.05% | 0.36% | 0.76% | Q2 2016 | Q3 2023 | 24 |
Bridgeworth, LLC | 21 | 3 | 0.05% | 0.19% | 0.46% | Q4 2016 | Q4 2022 | 24 |
SIMON QUICK ADVISORS, LLC | 16 | 2 | 0.02% | 0.30% | 0.65% | Q4 2016 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.06% | 0.14% | 0.33% | Q4 2017 | Q3 2023 | 24 |
PFG Advisors | 24 | 24 | 0.06% | 0.50% | 1.12% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.03% | 22.73% | 31.33% | Q4 2017 | Q3 2023 | 24 |
BHK Investment Advisors, LLC | 24 | 24 | 0.46% | 1.02% | 1.65% | Q4 2017 | Q3 2023 | 24 |
Belpointe Asset Management LLC | 18 | 6 | 0.05% | 0.11% | 0.28% | Q3 2017 | Q3 2023 | 24 |
Cypress Wealth Services, LLC | 24 | 24 | 0.24% | 0.43% | 0.74% | Q4 2017 | Q3 2023 | 24 |
Manning & Napier Group, LLC | 24 | 24 | 0.02% | 0.10% | 0.20% | Q4 2017 | Q3 2023 | 24 |
PrairieView Partners, LLC | 24 | 24 | 6.18% | 6.86% | 7.65% | Q4 2017 | Q3 2023 | 24 |
Columbus Macro, LLC | 24 | 24 | 0.07% | 1.19% | 3.78% | Q4 2017 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 2.98% | 5.37% | 7.96% | Q4 2017 | Q3 2023 | 24 |
Gradient Capital Advisors, LLC | 24 | 24 | 2.46% | 3.79% | 8.01% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.07% | 0.12% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Stordahl Capital Management, Inc. | 24 | 24 | 2.80% | 3.44% | 4.70% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.08% | 0.11% | 0.15% | Q4 2017 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.00% | 0.25% | 0.57% | Q4 2017 | Q3 2023 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 0.11% | 0.26% | 1.37% | Q4 2017 | Q3 2023 | 24 |
Crewe Advisors LLC | 24 | 24 | 0.01% | 0.21% | 0.82% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.03% | 0.08% | 0.27% | Q4 2017 | Q3 2023 | 24 |
Acorn Wealth Advisors, LLC | 24 | 24 | 0.25% | 0.58% | 0.85% | Q4 2017 | Q3 2023 | 24 |
Leonard Rickey Investment Advisors P.L.L.C. | 24 | 24 | 0.70% | 2.91% | 15.99% | Q4 2017 | Q3 2023 | 24 |
Rossmore Private Capital | 24 | 24 | 0.47% | 0.89% | 1.54% | Q4 2017 | Q3 2023 | 24 |
Versant Capital Management, Inc | 14 | 10 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q4 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.01% | 0.07% | 0.25% | Q4 2017 | Q3 2023 | 24 |
Lutz Financial Services LLC | 24 | 24 | 0.12% | 2.38% | 4.60% | Q4 2017 | Q3 2023 | 24 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 0.66% | 1.94% | 3.68% | Q4 2017 | Q3 2023 | 24 |
Aries Wealth Management | 17 | 6 | 0.65% | 0.89% | 1.18% | Q4 2017 | Q3 2023 | 23 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 23 | 23 | 0.12% | 1.66% | 2.93% | Q2 2017 | Q4 2022 | 23 |
SEI INVESTMENTS CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2023 | 23 |
EAGLE GLOBAL ADVISORS LLC | 23 | 23 | 0.06% | 0.19% | 0.32% | Q1 2018 | Q3 2023 | 23 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 3 | 0.00% | 0.10% | 0.78% | Q4 2013 | Q3 2023 | 23 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 23 | 23 | 0.02% | 0.05% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Ausdal Financial Partners, Inc. | 12 | 1 | 0.03% | 0.99% | 3.04% | Q4 2015 | Q1 2022 | 23 |
SPROTT INC. | 23 | 23 | 0.06% | 0.41% | 0.99% | Q1 2018 | Q3 2023 | 23 |
Independence Bank of Kentucky | 23 | 23 | 0.00% | 0.52% | 1.04% | Q1 2018 | Q3 2023 | 23 |
Doyle Wealth Management | 23 | 23 | 0.24% | 1.13% | 2.59% | Q1 2017 | Q3 2022 | 23 |
PRUDENTIAL FINANCIAL INC | 22 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 23 |
TCI Wealth Advisors, Inc. | 22 | 1 | 0.00% | 0.04% | 0.43% | Q4 2014 | Q1 2023 | 23 |
River Wealth Advisors LLC | 23 | 23 | 0.69% | 0.99% | 1.27% | Q4 2016 | Q2 2022 | 23 |
ROCKLAND TRUST CO | 14 | 9 | 0.02% | 0.05% | 0.13% | Q2 2016 | Q4 2022 | 23 |
Symmetry Partners, LLC | 19 | 4 | 0.53% | 1.17% | 2.03% | Q4 2016 | Q4 2023 | 23 |
D.B. Root & Company, LLC | 23 | 23 | 0.19% | 1.14% | 1.68% | Q1 2018 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.16% | 0.65% | Q1 2018 | Q3 2023 | 23 |
GREENLEAF TRUST | 23 | 23 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2021 | 23 |
SEIZERT CAPITAL PARTNERS, LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
LaFleur & Godfrey LLC | 13 | 10 | 0.15% | 2.21% | 5.18% | Q2 2013 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.01% | 0.04% | 0.13% | Q4 2016 | Q2 2022 | 23 |
BARCLAYS PLC | 10 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 23 |
Montecito Bank & Trust | 23 | 23 | 0.28% | 1.76% | 3.81% | Q2 2018 | Q4 2023 | 23 |
GREATMARK INVESTMENT PARTNERS, INC. | 16 | 7 | 0.04% | 0.10% | 0.21% | Q2 2014 | Q4 2021 | 23 |
DUBUQUE BANK & TRUST CO | 16 | 1 | 0.00% | 0.78% | 1.65% | Q1 2017 | Q3 2023 | 23 |
Bigelow Investment Advisors, LLC | 23 | 23 | 0.22% | 0.85% | 1.34% | Q1 2018 | Q3 2023 | 23 |
Abbrea Capital, LLC | 22 | 22 | 0.57% | 1.59% | 3.25% | Q2 2018 | Q3 2023 | 22 |
Jentner Corp | 22 | 22 | 0.26% | 15.98% | 30.45% | Q4 2016 | Q1 2022 | 22 |
FCA CORP /TX | 22 | 22 | 0.09% | 0.93% | 1.67% | Q2 2018 | Q3 2023 | 22 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 | 22 | 0.14% | 0.60% | 1.70% | Q2 2018 | Q3 2023 | 22 |
Covenant Asset Management, LLC | 22 | 22 | 0.05% | 0.12% | 0.24% | Q1 2018 | Q2 2023 | 22 |
Palouse Capital Management, Inc. | 13 | 9 | 0.17% | 1.56% | 3.49% | Q1 2017 | Q3 2023 | 22 |
Patten Group, Inc. | 15 | 7 | 0.06% | 0.28% | 0.74% | Q4 2014 | Q3 2023 | 22 |
Capital Advisory Group Advisory Services, LLC | 15 | 7 | 0.97% | 3.64% | 8.01% | Q1 2018 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.50% | 1.04% | 1.91% | Q4 2017 | Q3 2023 | 22 |
WBH ADVISORY INC | 19 | 3 | 0.08% | 0.88% | 1.97% | Q1 2018 | Q3 2023 | 22 |
TRUIST FINANCIAL CORP | 16 | 1 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 22 |
MADISON INVESTMENT HOLDINGS INC | 19 | 3 | 0.36% | 1.10% | 2.15% | Q3 2013 | Q3 2019 | 22 |
PLANNING DIRECTIONS INC | 14 | 8 | 4.53% | 6.67% | 10.28% | Q1 2018 | Q3 2023 | 22 |
Investment Counsel Inc. | 22 | 22 | 8.34% | 15.96% | 24.38% | Q4 2015 | Q1 2021 | 22 |
MCF Advisors LLC | 22 | 22 | 0.00% | 2.35% | 4.36% | Q3 2014 | Q4 2019 | 22 |
KLINGENSTEIN FIELDS & CO LP | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
COMMERCE BANK | 15 | 2 | 0.00% | 0.01% | 0.07% | Q4 2014 | Q3 2023 | 21 |
Robinson Value Management, Ltd. | 12 | 1 | 0.02% | 3.59% | 8.91% | Q4 2016 | Q3 2023 | 21 |
Community Financial Services Group, LLC | 12 | 2 | 0.01% | 0.18% | 0.52% | Q2 2013 | Q2 2020 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.05% | 0.24% | 0.58% | Q1 2017 | Q3 2023 | 21 |
Bedel Financial Consulting, Inc. | 17 | 4 | 0.02% | 0.19% | 0.90% | Q1 2018 | Q2 2023 | 21 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.01% | 0.94% | 7.36% | Q3 2015 | Q2 2022 | 21 |
Wells Trecaso Financial Group, LLC | 21 | 21 | 0.55% | 0.97% | 2.04% | Q3 2018 | Q3 2023 | 21 |
LeJeune Puetz Investment Counsel LLC | 21 | 21 | 0.51% | 1.87% | 3.03% | Q1 2018 | Q1 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.03% | 0.16% | 0.24% | Q3 2018 | Q3 2023 | 21 |
Allianz Asset Management GmbH | 10 | 3 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q2 2023 | 21 |
VERITY Wealth Advisors | 21 | 21 | 0.90% | 1.77% | 4.30% | Q4 2018 | Q4 2023 | 21 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 21 | 21 | 0.01% | 0.31% | 3.19% | Q4 2015 | Q4 2020 | 21 |
OPTIMUM INVESTMENT ADVISORS | 17 | 4 | 0.04% | 0.13% | 0.20% | Q2 2014 | Q3 2023 | 21 |
Pacific Center for Financial Services | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 21 |
Vectors Research Management, LLC | 21 | 21 | 0.48% | 1.19% | 2.72% | Q3 2018 | Q3 2023 | 21 |
Sunesis Advisors, LLC | 20 | 1 | 0.23% | 0.81% | 1.54% | Q2 2018 | Q3 2023 | 21 |
PROFFITT & GOODSON INC | 21 | 21 | 4.47% | 6.19% | 9.82% | Q3 2018 | Q3 2023 | 21 |
IndexIQ Advisors LLC | 21 | 21 | 0.03% | 2.59% | 6.89% | Q1 2017 | Q1 2022 | 21 |
Laurel Wealth Advisors, Inc. | 20 | 1 | 0.03% | 0.19% | 0.57% | Q1 2016 | Q4 2022 | 21 |
LFA - Lugano Financial Advisors SA | 16 | 5 | 0.24% | 3.15% | 13.82% | Q2 2018 | Q3 2023 | 21 |
Florin Court Capital LLP | 7 | 4 | 0.38% | 3.75% | 12.44% | Q1 2017 | Q3 2023 | 21 |
McCollum Christoferson Group LLC | 21 | 21 | 0.15% | 0.62% | 1.37% | Q4 2017 | Q4 2022 | 21 |
Chicago Capital, LLC | 21 | 21 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
STALEY CAPITAL ADVISERS INC | 21 | 21 | 0.13% | 0.57% | 1.16% | Q3 2018 | Q3 2023 | 21 |
Meridian Wealth Management, LLC | 8 | 1 | 0.03% | 0.28% | 0.82% | Q4 2016 | Q3 2023 | 21 |
ProVise Management Group, LLC | 21 | 21 | 0.04% | 0.30% | 0.55% | Q3 2018 | Q3 2023 | 21 |
STRATEGY ASSET MANAGERS LLC | 10 | 1 | 0.04% | 0.09% | 0.16% | Q4 2015 | Q3 2023 | 21 |
MEITAV INVESTMENT HOUSE LTD | 15 | 3 | 0.01% | 0.10% | 0.52% | Q1 2018 | Q3 2023 | 21 |
AE Wealth Management LLC | 21 | 21 | 0.01% | 0.12% | 0.22% | Q3 2018 | Q3 2023 | 21 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 21 | 21 | 0.08% | 0.21% | 0.59% | Q3 2018 | Q3 2023 | 21 |
Canton Hathaway, LLC | 21 | 21 | 0.01% | 0.73% | 2.81% | Q3 2018 | Q3 2023 | 21 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 21 | 21 | 0.65% | 2.01% | 6.59% | Q4 2017 | Q4 2022 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2022 | 21 |
Peak Asset Management, LLC | 21 | 21 | 0.08% | 0.18% | 0.31% | Q4 2014 | Q4 2019 | 21 |
Winslow, Evans & Crocker, Inc. | 21 | 21 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q4 2020 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.00% | 0.49% | 3.49% | Q4 2016 | Q3 2023 | 21 |
Jackson Wealth Management, LLC | 21 | 21 | 0.18% | 4.24% | 16.46% | Q4 2014 | Q4 2019 | 21 |
Cassaday & Co Inc. | 18 | 3 | 0.00% | 0.05% | 0.38% | Q4 2014 | Q4 2021 | 21 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.23% | 0.76% | 2.15% | Q4 2014 | Q3 2019 | 20 |
Tradewinds Capital Management, LLC | 19 | 1 | 0.00% | 0.07% | 0.11% | Q1 2014 | Q4 2019 | 20 |
CreativeOne Wealth, LLC | 20 | 20 | 0.03% | 0.09% | 0.19% | Q4 2018 | Q3 2023 | 20 |
MANAGED ACCOUNT SERVICES INC | 20 | 20 | 0.57% | 1.86% | 3.40% | Q4 2016 | Q3 2021 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.04% | 0.13% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
B. Riley Wealth Management, Inc. | 16 | 2 | 0.02% | 2.69% | 5.90% | Q1 2015 | Q2 2022 | 20 |
Essex Savings Bank | 20 | 20 | 0.11% | 0.27% | 0.50% | Q4 2018 | Q3 2023 | 20 |
CAPITAL ONE, NATIONAL ASSOCIATION | 19 | 1 | 0.11% | 0.63% | 2.79% | Q4 2013 | Q4 2019 | 20 |
BANK OF THE WEST | 19 | 1 | 0.02% | 0.04% | 0.07% | Q3 2015 | Q1 2021 | 20 |
Eukles Asset Management | 20 | 20 | 2.06% | 2.53% | 3.42% | Q4 2018 | Q3 2023 | 20 |
Compagnie Lombard Odier SCmA | 19 | 1 | 0.00% | 0.05% | 0.09% | Q4 2013 | Q4 2019 | 20 |
Blue Chip Partners, LLC | 12 | 8 | 0.03% | 0.26% | 3.63% | Q4 2016 | Q3 2022 | 20 |
OLD DOMINION CAPITAL MANAGEMENT INC | 20 | 20 | 1.40% | 5.04% | 9.71% | Q1 2014 | Q4 2018 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.01% | 1.09% | 3.04% | Q4 2018 | Q3 2023 | 20 |
SOL Capital Management CO | 19 | 1 | 0.07% | 0.11% | 0.36% | Q2 2017 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.13% | 0.28% | 1.03% | Q4 2017 | Q3 2022 | 20 |
WealthPLAN Partners, LLC | 8 | 1 | 0.02% | 0.30% | 1.08% | Q4 2015 | Q2 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.01% | 0.13% | 0.52% | Q4 2018 | Q3 2023 | 20 |
PRUDENTIAL PLC | 20 | 20 | 0.06% | 8.69% | 34.66% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q2 2022 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.36% | 0.80% | 1.88% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.20% | 0.34% | 0.49% | Q4 2018 | Q3 2023 | 20 |
Carmichael Hill & Associates, Inc. | 16 | 4 | 0.02% | 0.13% | 0.65% | Q4 2017 | Q3 2023 | 20 |
HHM Wealth Advisors, LLC | 20 | 20 | 0.32% | 0.67% | 1.08% | Q4 2018 | Q3 2023 | 20 |
SHEETS SMITH WEALTH MANAGEMENT | 19 | 1 | 0.11% | 1.91% | 3.49% | Q1 2013 | Q3 2023 | 20 |
CONDOR CAPITAL MANAGEMENT | 20 | 20 | 2.13% | 2.88% | 3.69% | Q4 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.44% | 0.67% | 1.09% | Q4 2018 | Q3 2023 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 0.07% | 2.80% | 11.60% | Q4 2018 | Q3 2023 | 20 |
Clearstead Advisors, LLC | 13 | 7 | 0.00% | 0.05% | 0.16% | Q3 2018 | Q3 2023 | 20 |
Kovitz Investment Group Partners, LLC | 20 | 20 | 0.04% | 0.17% | 0.34% | Q4 2018 | Q3 2023 | 20 |
MONECO Advisors, LLC | 20 | 20 | 0.15% | 0.23% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Court Place Advisors, LLC | 12 | 8 | 0.12% | 0.24% | 0.31% | Q2 2016 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
ORRSTOWN FINANCIAL SERVICES INC | 20 | 20 | 0.03% | 0.58% | 2.07% | Q4 2014 | Q3 2019 | 20 |
Shamrock Asset Management LLC | 16 | 4 | 0.00% | 0.05% | 0.40% | Q2 2013 | Q3 2019 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.24% | 0.41% | 0.65% | Q4 2018 | Q3 2023 | 20 |
Carnegie Capital Asset Management, LLC | 11 | 1 | 0.01% | 0.05% | 0.14% | Q3 2014 | Q3 2023 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.28% | 0.71% | 1.10% | Q4 2018 | Q3 2023 | 20 |
Strategic Wealth Partners Group, LLC | 18 | 2 | 0.05% | 1.32% | 8.64% | Q4 2016 | Q4 2021 | 20 |
Black Diamond Financial, LLC | 20 | 20 | 2.34% | 6.60% | 13.88% | Q4 2018 | Q3 2023 | 20 |
Windham Capital Management, LLC | 12 | 8 | 1.17% | 3.94% | 8.45% | Q2 2013 | Q2 2018 | 20 |
Ledyard National Bank | 20 | 20 | 0.01% | 0.08% | 0.11% | Q1 2015 | Q4 2019 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 2.37% | 3.57% | 4.93% | Q4 2018 | Q3 2023 | 20 |
Horizon Kinetics | 20 | 20 | 0.00% | 0.09% | 0.25% | Q1 2014 | Q4 2018 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.03% | 0.23% | 0.54% | Q4 2018 | Q3 2023 | 20 |
THOMPSON DAVIS & CO., INC. | 20 | 20 | 0.24% | 0.54% | 0.97% | Q4 2013 | Q3 2018 | 20 |
Arkos Global Advisors | 20 | 20 | 10.33% | 13.17% | 18.04% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.01% | 0.23% | 0.99% | Q1 2018 | Q3 2023 | 20 |
Total Wealth Planning, LLC | 20 | 20 | 11.67% | 19.11% | 23.86% | Q4 2018 | Q3 2023 | 20 |
AJ WEALTH STRATEGIES, LLC | 11 | 9 | 0.05% | 0.32% | 0.74% | Q4 2016 | Q1 2022 | 20 |
GUGGENHEIM CAPITAL LLC | 13 | 7 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 20 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 19 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 20 |
Good Life Advisors, LLC | 8 | 3 | 0.03% | 0.45% | 2.75% | Q4 2016 | Q3 2023 | 20 |
Lenox Wealth Advisors, LLC | 18 | 1 | 0.00% | 0.27% | 1.23% | Q4 2013 | Q1 2022 | 19 |
Intelligence Driven Advisers, LLC | 11 | 8 | 0.17% | 3.36% | 11.55% | Q4 2018 | Q3 2023 | 19 |
Family Management Corp | 13 | 6 | 0.25% | 1.56% | 3.84% | Q4 2018 | Q3 2023 | 19 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q4 2022 | 19 |
TimeScale Financial, Inc. | 19 | 19 | 0.00% | 0.02% | 0.15% | Q4 2018 | Q2 2023 | 19 |
TWO SIGMA SECURITIES, LLC | 8 | 1 | 0.00% | 0.09% | 0.41% | Q1 2015 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 2.70% | 3.19% | 3.78% | Q1 2019 | Q3 2023 | 19 |
First Fiduciary Investment Counsel, Inc. | 10 | 1 | 0.32% | 0.60% | 1.06% | Q2 2013 | Q4 2019 | 19 |
Laffer Tengler Investments, Inc. | 18 | 1 | 0.01% | 0.07% | 0.16% | Q3 2013 | Q1 2021 | 19 |
Chevy Chase Trust Holdings, LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2018 | 19 |
AlphaStar Capital Management, LLC | 11 | 2 | 0.00% | 0.31% | 0.64% | Q4 2017 | Q2 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.09% | 0.13% | 0.25% | Q4 2018 | Q3 2023 | 19 |
Wolff Financial Management LLC | 10 | 9 | 1.28% | 5.00% | 16.13% | Q4 2018 | Q3 2023 | 19 |
180 WEALTH ADVISORS, LLC | 19 | 19 | 0.06% | 0.11% | 0.19% | Q3 2018 | Q1 2023 | 19 |
Kingsview Wealth Management, LLC | 12 | 1 | 0.04% | 0.08% | 0.20% | Q3 2017 | Q3 2023 | 19 |
Manchester Capital Management LLC | 17 | 2 | 0.00% | 0.30% | 1.40% | Q2 2013 | Q3 2023 | 19 |
Bank Pictet & Cie (Europe) AG | 19 | 19 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Clean Yield Group | 10 | 9 | 0.00% | 0.05% | 0.15% | Q4 2018 | Q3 2023 | 19 |
Numeric Investors LLC | 19 | 19 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2017 | 19 |
TD Capital Management LLC | 17 | 2 | 0.00% | 0.14% | 0.87% | Q2 2013 | Q3 2020 | 19 |
Braun-Bostich & Associates Inc. | 12 | 7 | 0.28% | 1.08% | 2.58% | Q4 2017 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.96% | 2.39% | 3.99% | Q1 2019 | Q3 2023 | 19 |
Continuum Advisory, LLC | 15 | 1 | 0.15% | 0.51% | 0.82% | Q2 2017 | Q3 2023 | 19 |
Integrated Investment Consultants, LLC | 8 | 4 | 0.06% | 0.16% | 0.38% | Q4 2016 | Q3 2023 | 19 |
EXENCIAL WEALTH ADVISORS, LLC | 17 | 1 | 0.02% | 0.18% | 0.94% | Q1 2013 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.11% | 0.18% | 0.30% | Q1 2019 | Q3 2023 | 19 |
Hudson Capital Management LLC | 19 | 19 | 3.50% | 6.18% | 10.04% | Q4 2017 | Q2 2022 | 19 |
COBIZ WEALTH, LLC | 19 | 19 | 0.05% | 0.25% | 0.37% | Q4 2014 | Q2 2019 | 19 |
WASHINGTON TRUST BANK | 19 | 19 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2018 | 19 |
Sheaff Brock Investment Advisors, LLC | 12 | 7 | 0.03% | 0.04% | 0.09% | Q1 2016 | Q3 2023 | 19 |
Granite Investment Advisors, LLC | 16 | 3 | 0.04% | 0.07% | 0.17% | Q2 2013 | Q2 2018 | 19 |
Lenox Wealth Management, Inc. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2020 | 19 |
Bremer Bank National Association | 19 | 19 | 0.25% | 0.50% | 1.81% | Q1 2019 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.33% | 1.55% | 2.52% | Q1 2019 | Q3 2023 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.11% | 0.16% | 0.64% | Q2 2018 | Q4 2022 | 19 |
NISA INVESTMENT ADVISORS, LLC | 19 | 19 | 0.09% | 0.12% | 0.16% | Q1 2019 | Q3 2023 | 19 |
Strategic Wealth Partners, Ltd. | 12 | 1 | 0.00% | 0.27% | 0.67% | Q4 2017 | Q1 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.17% | 0.35% | 0.66% | Q1 2019 | Q3 2023 | 19 |
Allworth Financial LP | 16 | 1 | 0.00% | 0.09% | 0.35% | Q1 2015 | Q3 2023 | 19 |
AT Bancorp | 16 | 2 | 0.10% | 0.18% | 0.28% | Q3 2014 | Q1 2019 | 18 |
PEAPACK GLADSTONE FINANCIAL CORP | 12 | 6 | 0.02% | 0.04% | 0.11% | Q2 2016 | Q3 2023 | 18 |
Crabel Capital Management, LLC | 9 | 4 | 0.20% | 1.82% | 5.71% | Q3 2018 | Q3 2023 | 18 |
PRENTISS SMITH & CO INC | 9 | 2 | 0.00% | 0.19% | 0.96% | Q4 2014 | Q2 2020 | 18 |
SALEM INVESTMENT COUNSELORS INC | 9 | 2 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 18 |
ARROW FINANCIAL CORP | 18 | 18 | 0.43% | 3.56% | 6.14% | Q2 2019 | Q3 2023 | 18 |
CAPITAL WEALTH MANAGEMENT, LLC | 18 | 18 | 7.07% | 7.84% | 9.33% | Q4 2017 | Q1 2022 | 18 |
WealthTrust Fairport, LLC | 14 | 4 | 0.05% | 0.22% | 0.36% | Q2 2014 | Q1 2019 | 18 |
SUNTRUST BANKS INC | 17 | 1 | 0.00% | 0.04% | 0.10% | Q2 2014 | Q3 2019 | 18 |
CIBC WORLD MARKET INC. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 18 |
Executive Wealth Management, LLC | 15 | 3 | 0.00% | 3.17% | 9.52% | Q4 2018 | Q3 2023 | 18 |
Quantitative Advantage, LLC | 18 | 18 | 0.91% | 1.26% | 1.66% | Q3 2015 | Q4 2019 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.03% | 0.18% | 0.40% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.13% | 0.20% | 0.29% | Q2 2013 | Q3 2017 | 18 |
Paulson Wealth Management Inc. | 8 | 4 | 0.18% | 2.21% | 6.57% | Q4 2017 | Q3 2023 | 18 |
L. Roy Papp & Associates, LLP | 18 | 18 | 0.14% | 0.83% | 3.75% | Q2 2019 | Q3 2023 | 18 |
FIRST HAWAIIAN BANK | 7 | 1 | 0.03% | 0.08% | 0.17% | Q4 2017 | Q3 2023 | 18 |
GREAT LAKES ADVISORS, LLC | 18 | 18 | 0.06% | 0.08% | 0.10% | Q1 2014 | Q2 2018 | 18 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 1 | 0.04% | 0.39% | 1.40% | Q4 2015 | Q2 2022 | 18 |
London & Capital Asset Management Ltd | 13 | 5 | 0.28% | 0.66% | 1.53% | Q4 2018 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.12% | 0.18% | 0.39% | Q4 2017 | Q1 2022 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.04% | 0.08% | 0.13% | Q2 2019 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.04% | 0.20% | 0.41% | Q1 2019 | Q2 2023 | 18 |
Baystate Wealth Management LLC | 10 | 1 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q3 2023 | 18 |
CALTON & ASSOCIATES, INC. | 17 | 1 | 0.05% | 0.33% | 0.71% | Q4 2017 | Q3 2023 | 18 |
HNP Capital LLC | 18 | 18 | 0.24% | 1.21% | 2.83% | Q4 2018 | Q1 2023 | 18 |
RPG Investment Advisory, LLC | 18 | 18 | 0.01% | 0.02% | 0.09% | Q2 2017 | Q3 2021 | 18 |
Citadel Advisors | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2023 | 18 |
Cypress Capital, LLC | 9 | 4 | 0.18% | 0.52% | 0.75% | Q4 2018 | Q3 2023 | 18 |
Snowden Capital Advisors LLC | 10 | 8 | 0.02% | 0.10% | 0.20% | Q1 2019 | Q3 2023 | 18 |
Vantage Investment Advisors, LLC | 18 | 18 | 0.01% | 0.03% | 0.07% | Q2 2014 | Q3 2018 | 18 |
Aspire Private Capital, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Morningstar Investment Services LLC | 17 | 17 | 0.08% | 0.30% | 0.57% | Q3 2016 | Q3 2020 | 17 |
MidWestOne Financial Group, Inc. | 13 | 4 | 0.37% | 0.51% | 0.76% | Q2 2019 | Q3 2023 | 17 |
SII INVESTMENTS INC/WI | 15 | 2 | 0.04% | 0.83% | 1.47% | Q2 2013 | Q4 2017 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 2.32% | 2.72% | 3.04% | Q3 2019 | Q3 2023 | 17 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 11 | 6 | 0.01% | 0.10% | 0.21% | Q3 2018 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.06% | 0.43% | 0.80% | Q4 2019 | Q4 2023 | 17 |
Evercore Wealth Management, LLC | 15 | 1 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q2 2021 | 17 |
Beacon Harbor Wealth Advisors, Inc. | 13 | 4 | 1.25% | 1.64% | 2.54% | Q2 2019 | Q3 2023 | 17 |
Stratos Investment Management, LLC | 17 | 17 | 0.04% | 0.19% | 0.57% | Q1 2019 | Q1 2023 | 17 |
ARGI Investment Services, LLC | 7 | 1 | 0.01% | 0.04% | 0.13% | Q1 2014 | Q4 2022 | 17 |
Avestar Capital, LLC | 17 | 17 | 0.06% | 0.18% | 0.38% | Q4 2017 | Q4 2021 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q2 2017 | 17 |
Redhawk Wealth Advisors, Inc. | 15 | 2 | 0.08% | 0.53% | 1.90% | Q3 2018 | Q3 2023 | 17 |
Rezny Wealth Management, Inc. | 17 | 17 | 0.02% | 5.33% | 7.15% | Q3 2019 | Q3 2023 | 17 |
CPWM, LLC | 14 | 3 | 0.02% | 0.20% | 0.39% | Q4 2017 | Q2 2022 | 17 |
Baldrige Asset Management LLC | 17 | 17 | 6.61% | 9.21% | 13.38% | Q1 2019 | Q1 2023 | 17 |
CIBC BANK USA | 17 | 17 | 0.03% | 0.07% | 0.18% | Q2 2013 | Q2 2017 | 17 |
Cerity Partners LLC | 12 | 5 | 0.01% | 0.19% | 0.41% | Q2 2019 | Q3 2023 | 17 |
Cedar Wealth Management, LLC | 15 | 2 | 0.00% | 0.34% | 1.49% | Q3 2018 | Q3 2023 | 17 |
FORT PITT CAPITAL GROUP, LLC | 17 | 17 | 0.55% | 0.97% | 1.40% | Q3 2019 | Q3 2023 | 17 |
Cumberland Partners Ltd | 16 | 1 | 0.02% | 0.41% | 0.74% | Q1 2015 | Q3 2023 | 17 |
BKS ADVISORS, LLC | 17 | 17 | 0.40% | 0.68% | 1.06% | Q1 2015 | Q1 2019 | 17 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 17 | 17 | 0.00% | 0.05% | 0.08% | Q1 2019 | Q1 2023 | 17 |
DOWLING & YAHNKE LLC | 17 | 17 | 0.02% | 0.34% | 2.17% | Q3 2018 | Q3 2022 | 17 |
PEOPLES BANK /OH | 13 | 2 | 0.13% | 3.35% | 5.86% | Q4 2015 | Q3 2022 | 17 |
Cordant, Inc. | 16 | 16 | 7.14% | 7.98% | 9.76% | Q4 2019 | Q3 2023 | 16 |
Castle Rock Wealth Management, LLC | 12 | 4 | 0.08% | 0.27% | 1.61% | Q3 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.04% | 0.07% | 0.15% | Q4 2019 | Q3 2023 | 16 |
D. SCOTT NEAL, INC. | 10 | 1 | 0.24% | 7.02% | 21.02% | Q4 2014 | Q4 2019 | 16 |
IRON Financial LLC | 9 | 1 | 0.22% | 3.27% | 5.87% | Q4 2013 | Q2 2021 | 16 |
Financial Strategies Group, Inc. | 16 | 16 | 2.83% | 3.17% | 3.56% | Q4 2019 | Q3 2023 | 16 |
BARINGS LLC | 16 | 16 | 0.11% | 0.73% | 2.72% | Q4 2019 | Q3 2023 | 16 |
ZACKS INVESTMENT MANAGEMENT | 16 | 16 | 0.01% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.07% | 0.44% | 0.84% | Q4 2019 | Q3 2023 | 16 |
Disciplined Investments, LLC | 16 | 16 | 2.76% | 3.41% | 4.29% | Q4 2019 | Q3 2023 | 16 |
Glovista Investments LLC | 9 | 1 | 0.06% | 2.64% | 8.13% | Q2 2015 | Q2 2022 | 16 |
Curtis Advisory Group, LLC | 16 | 16 | 1.54% | 1.92% | 2.79% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.13% | 0.75% | 1.29% | Q4 2019 | Q3 2023 | 16 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 1 | 0.02% | 0.21% | 0.30% | Q4 2017 | Q4 2022 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 0.13% | 0.59% | 1.69% | Q4 2019 | Q3 2023 | 16 |
Aptus Capital Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Legacy Private Trust Co. | 12 | 1 | 0.02% | 0.24% | 1.39% | Q3 2013 | Q3 2019 | 16 |
Firestone Capital Management | 16 | 16 | 1.63% | 2.51% | 3.32% | Q4 2019 | Q3 2023 | 16 |
COMERICA SECURITIES,INC. | 9 | 7 | 0.01% | 0.12% | 0.50% | Q1 2019 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.25% | 0.51% | 1.11% | Q4 2019 | Q3 2023 | 16 |
Values First Advisors, Inc. | 16 | 16 | 0.00% | 0.65% | 1.82% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.21% | 0.50% | 1.04% | Q4 2019 | Q3 2023 | 16 |
MANNING & NAPIER ADVISORS LLC | 16 | 16 | 0.00% | 0.04% | 0.17% | Q4 2013 | Q3 2017 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 1.85% | 4.22% | 6.26% | Q4 2019 | Q3 2023 | 16 |
Madden Advisory Services, Inc. | 9 | 1 | 0.03% | 0.59% | 1.28% | Q1 2014 | Q3 2023 | 16 |
Krilogy Financial LLC | 12 | 1 | 0.00% | 0.10% | 0.16% | Q3 2015 | Q3 2023 | 16 |
Csenge Advisory Group | 15 | 1 | 0.04% | 0.25% | 1.09% | Q3 2017 | Q3 2023 | 16 |
Sunburst Financial Group, LLC | 16 | 16 | 9.54% | 12.15% | 16.19% | Q4 2019 | Q3 2023 | 16 |
Carl P. Sherr & Co., LLC | 16 | 16 | 1.00% | 2.68% | 4.56% | Q4 2019 | Q3 2023 | 16 |
Element Wealth, LLC | 16 | 16 | 0.37% | 0.54% | 0.85% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.07% | 0.18% | 0.30% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.12% | 0.42% | 2.33% | Q4 2019 | Q3 2023 | 16 |
Brown Advisory Securities, LLC | 9 | 7 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q1 2018 | 16 |
DAVIDSON TRUST CO | 16 | 16 | 0.15% | 0.35% | 0.72% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.45% | 1.08% | Q4 2019 | Q3 2023 | 16 |
MBE Wealth Management, LLC | 16 | 16 | 0.88% | 1.19% | 1.69% | Q4 2019 | Q3 2023 | 16 |
BERNZOTT CAPITAL ADVISORS | 16 | 16 | 0.03% | 0.08% | 0.13% | Q3 2014 | Q2 2018 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.48% | 1.04% | 2.03% | Q4 2019 | Q3 2023 | 16 |
Baskin Financial Services Inc. | 16 | 16 | 0.03% | 0.12% | 0.38% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.41% | 0.87% | Q2 2018 | Q3 2023 | 16 |
Bell Rock Capital LLC | 13 | 1 | 0.00% | 0.06% | 0.28% | Q4 2016 | Q3 2022 | 16 |
Kavar Capital Partners, LLC | 9 | 1 | 0.01% | 0.14% | 0.25% | Q4 2013 | Q3 2020 | 16 |
GM Advisory Group, LLC | 12 | 2 | 0.05% | 1.47% | 4.11% | Q4 2013 | Q1 2023 | 16 |
Benchmark Wealth Management, LLC | 16 | 16 | 1.62% | 2.70% | 3.59% | Q4 2019 | Q3 2023 | 16 |
RFG Advisory, LLC | 12 | 2 | 0.06% | 0.48% | 1.11% | Q3 2017 | Q3 2023 | 16 |
AlphaMark Advisors, LLC | 11 | 5 | 0.00% | 0.12% | 0.28% | Q2 2017 | Q3 2023 | 16 |
ACCESS FINANCIAL SERVICES, INC. | 9 | 7 | 0.98% | 6.34% | 12.39% | Q4 2016 | Q4 2021 | 16 |
360 Financial, Inc. | 16 | 16 | 0.36% | 0.49% | 0.82% | Q4 2019 | Q3 2023 | 16 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2022 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 0.03% | 0.48% | 0.74% | Q4 2019 | Q3 2023 | 16 |
LEUTHOLD GROUP, LLC | 10 | 6 | 0.03% | 0.12% | 0.28% | Q1 2018 | Q3 2023 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.03% | 0.20% | 0.50% | Q4 2019 | Q3 2023 | 16 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Adaptive Financial Consulting, LLC | 16 | 16 | 10.72% | 13.13% | 15.85% | Q4 2019 | Q3 2023 | 16 |
Fortis Capital Management LLC | 16 | 16 | 0.47% | 1.76% | 5.73% | Q4 2019 | Q3 2023 | 16 |
MGO ONE SEVEN LLC | 13 | 1 | 0.01% | 0.14% | 0.44% | Q4 2017 | Q3 2023 | 16 |
Vigilare Wealth Management | 15 | 1 | 0.22% | 0.39% | 1.16% | Q4 2019 | Q4 2023 | 16 |
Hurlow Wealth Management Group, Inc. | 16 | 16 | 0.33% | 1.62% | 2.24% | Q4 2019 | Q3 2023 | 16 |
CVA Family Office, LLC | 16 | 16 | 0.43% | 1.10% | 1.97% | Q4 2019 | Q3 2023 | 16 |
Asio Capital, LLC | 16 | 16 | 1.81% | 3.36% | 4.46% | Q4 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.01% | 1.11% | 2.26% | Q4 2019 | Q3 2023 | 16 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.16% | 0.63% | 1.87% | Q4 2019 | Q3 2023 | 15 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 15 | 15 | 0.15% | 0.20% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Cresset Asset Management, LLC | 8 | 3 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 15 |
Bowie Capital Management, LLC | 15 | 15 | 0.30% | 0.56% | 1.31% | Q1 2020 | Q3 2023 | 15 |
Stelac Advisory Services LLC | 15 | 15 | 0.07% | 0.18% | 0.28% | Q1 2020 | Q3 2023 | 15 |
PacWest Financial Management Inc | 15 | 15 | 1.11% | 2.77% | 4.62% | Q2 2013 | Q4 2016 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 0.02% | 0.09% | 0.21% | Q4 2019 | Q3 2023 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.52% | 0.78% | 0.89% | Q1 2020 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 1.14% | 2.01% | 3.02% | Q1 2020 | Q3 2023 | 15 |
Alera Investment Advisors, LLC | 15 | 15 | 0.10% | 0.35% | 1.10% | Q4 2018 | Q2 2022 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Vivaldi Capital Management LP | 13 | 2 | 0.00% | 0.14% | 0.52% | Q1 2017 | Q4 2020 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.12% | 0.16% | 0.20% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.14% | 0.25% | 0.32% | Q1 2020 | Q3 2023 | 15 |
PATTON ALBERTSON MILLER GROUP, LLC | 15 | 15 | 0.14% | 0.26% | 0.38% | Q2 2018 | Q4 2021 | 15 |
Matthew Goff Investment Advisor, LLC | 6 | 4 | 0.06% | 0.91% | 2.87% | Q3 2017 | Q3 2023 | 15 |
Atlantic Union Bankshares Corp | 15 | 15 | 0.04% | 0.08% | 0.14% | Q1 2020 | Q3 2023 | 15 |
AFAM CAPITAL, INC. | 7 | 4 | 0.03% | 0.67% | 2.82% | Q2 2013 | Q3 2018 | 15 |
Powell Investment Advisors, LLC | 11 | 4 | 0.19% | 1.00% | 3.41% | Q4 2019 | Q3 2023 | 15 |
FRONTIER INVESTMENT MGMT CO | 9 | 6 | 0.04% | 0.10% | 0.15% | Q1 2014 | Q4 2017 | 15 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 11 | 4 | 0.18% | 0.28% | 0.34% | Q2 2013 | Q3 2019 | 15 |
Apella Capital, LLC | 12 | 3 | 0.43% | 1.61% | 2.88% | Q1 2020 | Q4 2023 | 15 |
TD Ameritrade Trust Co | 15 | 15 | 0.31% | 0.49% | 0.74% | Q1 2015 | Q3 2018 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 6 | 0.11% | 0.21% | 0.45% | Q4 2019 | Q3 2023 | 15 |
Highland Private Wealth Management | 9 | 6 | 0.06% | 0.61% | 1.20% | Q4 2015 | Q3 2019 | 15 |
MONETA GROUP INVESTMENT ADVISORS LLC | 8 | 1 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q4 2022 | 15 |
HOWARD WEALTH MANAGEMENT, LLC | 10 | 5 | 0.83% | 1.41% | 1.92% | Q4 2019 | Q3 2023 | 15 |
Keystone Financial Group | 15 | 15 | 0.04% | 0.09% | 0.14% | Q1 2018 | Q3 2021 | 15 |
Camelot Portfolios, LLC | 8 | 7 | 0.53% | 1.56% | 2.61% | Q2 2013 | Q3 2017 | 15 |
Princeton Global Asset Management LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Goldstein Munger & Associates | 15 | 15 | 0.06% | 0.09% | 0.12% | Q3 2018 | Q1 2022 | 15 |
Global Trust Asset Management, LLC | 14 | 1 | 0.04% | 0.12% | 0.43% | Q4 2019 | Q3 2023 | 15 |
Proficio Capital Partners LLC | 13 | 2 | 0.02% | 0.16% | 0.35% | Q2 2016 | Q2 2021 | 15 |
Stokes & Hubbell Capital Management, LLC | 15 | 15 | 0.84% | 1.18% | 1.72% | Q3 2015 | Q1 2019 | 15 |
Gladstone Institutional Advisory LLC | 11 | 4 | 0.03% | 0.17% | 0.30% | Q2 2019 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 1.36% | 1.98% | 3.38% | Q2 2013 | Q4 2016 | 15 |
Financial Insights, Inc. | 15 | 15 | 0.15% | 0.69% | 1.56% | Q3 2019 | Q1 2023 | 15 |
Northwest Bancshares, Inc. | 15 | 15 | 4.47% | 6.22% | 7.38% | Q1 2020 | Q3 2023 | 15 |
Investors Research Corp | 15 | 15 | 0.01% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
BCS Wealth Management | 9 | 6 | 0.71% | 2.04% | 5.13% | Q4 2019 | Q3 2023 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 2.05% | 4.00% | 6.49% | Q1 2020 | Q3 2023 | 15 |
Hefren-Tillotson, Inc. | 15 | 15 | 1.35% | 2.00% | 3.05% | Q3 2018 | Q1 2022 | 15 |
BAILARD, INC. | 15 | 15 | 0.05% | 0.31% | 0.74% | Q2 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.22% | 0.43% | 0.72% | Q2 2013 | Q4 2016 | 15 |
Concert Wealth Management Inc. | 9 | 6 | 0.03% | 0.12% | 0.70% | Q2 2013 | Q2 2017 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
ALPS ADVISORS INC | 15 | 15 | 0.04% | 0.05% | 0.08% | Q4 2016 | Q2 2020 | 15 |
Clearshares LLC | 9 | 2 | 1.39% | 2.87% | 4.54% | Q4 2017 | Q4 2021 | 15 |
Quaker Wealth Management, LLC | 9 | 6 | 11.80% | 16.29% | 30.38% | Q4 2019 | Q3 2023 | 15 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 14 | 1 | 0.01% | 0.74% | 0.94% | Q3 2018 | Q3 2023 | 15 |
Newfound Research LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2019 | 15 |
1ST SOURCE BANK | 15 | 15 | 0.03% | 0.07% | 0.11% | Q3 2014 | Q1 2018 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.04% | 0.06% | 0.12% | Q1 2019 | Q3 2022 | 15 |
FORVIS Wealth Advisors, LLC | 15 | 15 | 0.02% | 0.45% | 1.52% | Q1 2020 | Q3 2023 | 15 |
PHILADELPHIA TRUST CO | 8 | 7 | 0.02% | 0.04% | 0.11% | Q3 2015 | Q4 2021 | 15 |
TOWNSQUARE CAPITAL LLC | 6 | 1 | 0.01% | 0.11% | 0.37% | Q2 2019 | Q3 2023 | 15 |
Banco Santander, S.A. | 8 | 7 | 0.02% | 0.24% | 0.70% | Q1 2018 | Q3 2023 | 15 |
Procyon Advisors, LLC | 15 | 15 | 0.06% | 0.10% | 0.17% | Q1 2020 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.54% | 0.73% | 1.03% | Q1 2020 | Q3 2023 | 15 |
REGIONS FINANCIAL CORP | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 15 |
Sound Income Strategies, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 14 |
Costello Asset Management, INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 9 | 5 | 0.03% | 0.07% | 0.12% | Q4 2018 | Q2 2022 | 14 |
Biltmore Family Office, LLC | 10 | 4 | 0.08% | 1.49% | 4.21% | Q4 2017 | Q3 2023 | 14 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 14 | 14 | 0.08% | 0.26% | 0.51% | Q4 2019 | Q1 2023 | 14 |
Homrich & Berg | 14 | 14 | 0.01% | 0.11% | 0.54% | Q4 2017 | Q1 2021 | 14 |
Delta Investment Management, LLC | 11 | 1 | 0.10% | 1.25% | 8.79% | Q4 2018 | Q2 2023 | 14 |
Stonebridge Capital Advisors LLC | 9 | 5 | 0.00% | 0.18% | 1.33% | Q2 2019 | Q3 2023 | 14 |
Miracle Mile Advisors, LLC | 14 | 14 | 0.04% | 0.75% | 1.32% | Q2 2020 | Q3 2023 | 14 |
STERLING INVESTMENT MANAGEMENT, LLC | 14 | 14 | 2.08% | 2.83% | 3.50% | Q1 2019 | Q2 2022 | 14 |
HAYS ADVISORY LLC | 8 | 6 | 0.15% | 0.35% | 0.59% | Q3 2014 | Q3 2018 | 14 |
Prestige Wealth Management Group LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 14 |
Mattern Wealth Management LLC | 14 | 14 | 0.07% | 1.28% | 4.43% | Q4 2019 | Q1 2023 | 14 |
Garde Capital, Inc. | 14 | 14 | 0.06% | 1.43% | 2.55% | Q1 2017 | Q2 2020 | 14 |
Stokes Capital Advisors, LLC | 14 | 14 | 0.43% | 2.00% | 3.58% | Q2 2020 | Q3 2023 | 14 |
Cornell Pochily Investment Advisors, Inc. | 14 | 14 | 0.13% | 0.60% | 1.33% | Q2 2020 | Q3 2023 | 14 |
NORTHERN CAPITAL MANAGEMENT LLC | 14 | 14 | 0.82% | 1.95% | 3.91% | Q3 2015 | Q4 2018 | 14 |
Ruggie Capital Group | 13 | 1 | 0.05% | 2.54% | 4.57% | Q3 2015 | Q1 2019 | 14 |
EFG Asset Management (Americas) Corp. | 14 | 14 | 0.23% | 0.38% | 0.45% | Q2 2020 | Q3 2023 | 14 |
Litman Gregory Wealth Management LLC | 9 | 2 | 0.07% | 0.32% | 0.97% | Q4 2015 | Q3 2023 | 14 |
Members Trust Co | 14 | 14 | 1.35% | 3.76% | 5.61% | Q2 2020 | Q3 2023 | 14 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.14% | 0.30% | 0.47% | Q2 2020 | Q3 2023 | 14 |
PARK AVENUE SECURITIES LLC | 13 | 1 | 0.01% | 0.02% | 0.07% | Q1 2016 | Q4 2022 | 14 |
DAGCO, INC. | 8 | 6 | 1.60% | 3.54% | 6.56% | Q4 2018 | Q2 2022 | 14 |
TL Private Wealth | 14 | 14 | 0.15% | 2.93% | 7.05% | Q2 2020 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 1.70% | 5.50% | 7.49% | Q4 2013 | Q1 2017 | 14 |
Live Your Vision, LLC | 14 | 14 | 1.55% | 4.14% | 5.10% | Q4 2015 | Q1 2019 | 14 |
MA Private Wealth | 14 | 14 | 0.14% | 2.00% | 4.28% | Q4 2018 | Q1 2022 | 14 |
CAPITAL INSIGHT PARTNERS, LLC | 14 | 14 | 0.30% | 1.13% | 2.07% | Q2 2020 | Q3 2023 | 14 |
BANK OF NOVA SCOTIA | 10 | 1 | 0.00% | 0.05% | 0.12% | Q1 2014 | Q3 2023 | 14 |
DONALDSON CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Roble, Belko & Company, Inc | 13 | 1 | 0.03% | 0.14% | 0.22% | Q4 2017 | Q1 2022 | 14 |
Cedar Mountain Advisors, LLC | 11 | 3 | 0.00% | 0.10% | 1.37% | Q1 2020 | Q3 2023 | 14 |
Spectrum Management Group, LLC | 9 | 1 | 0.01% | 0.02% | 0.06% | Q3 2014 | Q3 2021 | 14 |
FLC Capital Advisors | 14 | 14 | 0.27% | 2.30% | 5.60% | Q1 2019 | Q2 2022 | 14 |
PRIO WEALTH LIMITED PARTNERSHIP | 14 | 14 | 0.03% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Apriem Advisors | 12 | 2 | 0.01% | 0.38% | 0.71% | Q3 2014 | Q4 2022 | 14 |
SHUFRO ROSE & CO LLC | 14 | 14 | 0.02% | 0.31% | 0.74% | Q2 2020 | Q3 2023 | 14 |
STABLEFORD CAPITAL II LLC | 6 | 3 | 0.19% | 0.57% | 1.29% | Q2 2017 | Q3 2021 | 14 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 14 |
Beaumont Asset Management, L.L.C. | 14 | 14 | 5.54% | 7.62% | 8.92% | Q4 2019 | Q1 2023 | 14 |
Schwab Charitable Fund | 13 | 1 | 0.02% | 0.16% | 0.71% | Q2 2019 | Q1 2023 | 14 |
Strid Group, LLC | 13 | 1 | 0.10% | 0.27% | 0.44% | Q4 2017 | Q3 2023 | 14 |
Johanson Financial Advisors, Inc. | 14 | 14 | 0.26% | 0.37% | 0.45% | Q3 2018 | Q4 2021 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.08% | 0.16% | 0.20% | Q4 2019 | Q3 2023 | 14 |
PETTYJOHN, WOOD & WHITE, INC | 14 | 14 | 0.21% | 1.82% | 3.11% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.01% | 0.06% | 0.09% | Q4 2015 | Q1 2019 | 14 |
Nelson Capital Management, LLC | 14 | 14 | 0.08% | 0.72% | 1.69% | Q4 2019 | Q1 2023 | 14 |
CWA Asset Management Group, LLC | 13 | 1 | 0.02% | 0.43% | 0.77% | Q4 2019 | Q3 2023 | 14 |
McQueen, Ball & Associates Inc. | 13 | 13 | 0.56% | 0.89% | 1.10% | Q4 2015 | Q4 2018 | 13 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 7 | 2 | 0.01% | 3.86% | 14.98% | Q1 2017 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.09% | 0.26% | 0.99% | Q2 2013 | Q2 2016 | 13 |
Fund Evaluation Group, LLC | 7 | 6 | 0.00% | 2.73% | 16.81% | Q2 2020 | Q3 2023 | 13 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 9 | 2 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 13 |
GAM Holding AG | 10 | 3 | 0.47% | 0.91% | 1.34% | Q1 2019 | Q1 2023 | 13 |
Parsec Financial Management, Inc. | 13 | 13 | 0.10% | 0.38% | 1.22% | Q1 2020 | Q1 2023 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.19% | 0.37% | 0.62% | Q3 2020 | Q3 2023 | 13 |
Truehand, Inc | 13 | 13 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q4 2021 | 13 |
Pinkerton Retirement Specialists, LLC | 13 | 13 | 0.04% | 0.24% | 0.73% | Q2 2020 | Q2 2023 | 13 |
Weaver Consulting Group | 7 | 6 | 0.01% | 0.17% | 0.46% | Q1 2019 | Q3 2023 | 13 |
Circle Wealth Management, LLC | 13 | 13 | 0.16% | 0.24% | 0.34% | Q3 2019 | Q3 2022 | 13 |
New England Private Wealth Advisors LLC | 13 | 13 | 0.19% | 0.32% | 0.41% | Q3 2020 | Q3 2023 | 13 |
LifePlan Financial Group, Inc | 11 | 2 | 0.02% | 0.07% | 0.12% | Q3 2013 | Q3 2020 | 13 |
Winch Advisory Services, LLC | 11 | 2 | 0.03% | 0.16% | 0.30% | Q2 2017 | Q3 2023 | 13 |
SVA Wealth Management, LLC | 10 | 1 | 0.04% | 0.16% | 0.71% | Q4 2013 | Q4 2018 | 13 |
GeoWealth Management, LLC | 12 | 1 | 0.06% | 0.30% | 0.64% | Q3 2019 | Q3 2023 | 13 |
BLUESTEIN R H & CO LLC | 13 | 13 | 0.02% | 0.09% | 0.14% | Q3 2019 | Q3 2022 | 13 |
TORONTO DOMINION BANK | 13 | 13 | 0.00% | 0.05% | 0.44% | Q3 2020 | Q3 2023 | 13 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 13 | 13 | 0.09% | 0.15% | 0.24% | Q4 2019 | Q4 2022 | 13 |
COLONY GROUP LLC | 8 | 5 | 0.01% | 0.10% | 0.33% | Q1 2019 | Q3 2023 | 13 |
Barber Financial Group, Inc. | 7 | 6 | 0.03% | 0.07% | 0.12% | Q1 2017 | Q1 2023 | 13 |
Insight Wealth Partners, LLC | 13 | 13 | 0.14% | 3.15% | 8.56% | Q3 2020 | Q3 2023 | 13 |
SADOFF INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2022 | 13 |
BAINCO INTERNATIONAL INVESTORS | 11 | 1 | 0.01% | 0.10% | 0.13% | Q1 2017 | Q4 2020 | 13 |
Private Advisory Group LLC | 10 | 3 | 0.13% | 0.77% | 1.94% | Q4 2016 | Q1 2022 | 13 |
NOMURA ASSET MANAGEMENT CO LTD | 5 | 1 | 0.00% | 0.04% | 0.11% | Q1 2016 | Q3 2023 | 13 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 13 | 13 | 0.26% | 1.15% | 1.71% | Q3 2020 | Q3 2023 | 13 |
US FINANCIAL ADVISORS, LLC | 12 | 1 | 0.02% | 3.17% | 4.37% | Q2 2015 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.12% | 0.29% | 0.60% | Q4 2020 | Q4 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.01% | 0.18% | 1.35% | Q3 2020 | Q3 2023 | 13 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 13 | 13 | 0.08% | 0.29% | 0.42% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.18% | 0.35% | Q3 2020 | Q3 2023 | 13 |
Arcus Capital Partners, LLC | 12 | 1 | 0.01% | 0.11% | 0.15% | Q4 2016 | Q4 2022 | 13 |
Berkshire Bank | 13 | 13 | 0.24% | 1.77% | 5.31% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.03% | 0.18% | 0.45% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.05% | 0.09% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Advisor OS, LLC | 12 | 1 | 0.13% | 0.90% | 2.00% | Q2 2020 | Q3 2023 | 13 |
One Day In July LLC | 13 | 13 | 0.38% | 0.77% | 1.13% | Q3 2020 | Q3 2023 | 13 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q2 2023 | 13 |
WFA of San Diego, LLC | 11 | 2 | 0.02% | 1.05% | 1.45% | Q2 2020 | Q3 2023 | 13 |
Morningstar Investment Management LLC | 10 | 3 | 0.40% | 2.02% | 2.66% | Q1 2020 | Q3 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2019 | 13 |
HORIZON FINANCIAL SERVICES, LLC | 13 | 13 | 0.09% | 3.66% | 5.68% | Q3 2020 | Q3 2023 | 13 |
Affinity Capital Advisors, LLC | 13 | 13 | 0.19% | 0.88% | 2.15% | Q3 2020 | Q3 2023 | 13 |
BAR HARBOR WEALTH MANAGEMENT | 13 | 13 | 0.02% | 0.16% | 0.42% | Q3 2020 | Q3 2023 | 13 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 13 |
Unison Advisors LLC | 13 | 13 | 0.11% | 1.38% | 2.35% | Q3 2020 | Q3 2023 | 13 |
Hardy Reed LLC | 13 | 13 | 0.07% | 0.20% | 0.35% | Q4 2018 | Q4 2021 | 13 |
Summit Global Investments | 11 | 1 | 0.06% | 0.12% | 0.64% | Q4 2016 | Q3 2023 | 13 |
Sterling Investment Advisors, Ltd. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2022 | 13 |
Ameraudi Asset Management, Inc. | 13 | 13 | 0.46% | 3.37% | 4.37% | Q4 2019 | Q4 2022 | 13 |
Stonebridge Financial Planning Group, LLC | 8 | 5 | 0.04% | 0.30% | 0.85% | Q1 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.02% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 13 |
Watchman Group, Inc. | 13 | 13 | 0.53% | 2.34% | 3.91% | Q3 2020 | Q3 2023 | 13 |
Secure Asset Management, LLC | 12 | 1 | 0.09% | 0.34% | 0.69% | Q2 2020 | Q3 2023 | 13 |
INGALLS & SNYDER LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Liquid Strategies, LLC | 13 | 13 | 1.11% | 11.44% | 15.84% | Q3 2020 | Q3 2023 | 13 |
BOKF, NA | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 13 |
Hubbell Strickland Wealth Management, LLC | 13 | 13 | 0.12% | 0.16% | 0.22% | Q3 2019 | Q3 2022 | 13 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.01% | 0.81% | 2.74% | Q1 2018 | Q4 2021 | 13 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.14% | 0.59% | 1.62% | Q3 2020 | Q3 2023 | 13 |
Arlington Partners LLC | 13 | 13 | 0.00% | 0.23% | 0.37% | Q4 2019 | Q4 2022 | 13 |
Westchester Capital Management, Inc. | 13 | 13 | 0.04% | 0.06% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Hanson & Doremus Investment Management | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 13 |
Ashfield Capital Partners, LLC | 13 | 13 | 0.02% | 0.05% | 0.28% | Q2 2013 | Q2 2016 | 13 |
FIRST AMERICAN TRUST, FSB | 7 | 6 | 0.10% | 0.31% | 0.52% | Q2 2020 | Q3 2023 | 13 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.02% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Marshall Financial Group LLC | 12 | 12 | 2.76% | 4.14% | 5.44% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.88% | 1.10% | 1.48% | Q4 2020 | Q3 2023 | 12 |
Liberty Capital Management, Inc. | 6 | 6 | 0.00% | 0.25% | 0.66% | Q3 2016 | Q1 2022 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.29% | 1.89% | 5.84% | Q4 2020 | Q3 2023 | 12 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 12 |
Round Rock Advisors, LLC | 12 | 12 | 0.56% | 1.26% | 1.84% | Q4 2020 | Q3 2023 | 12 |
Gemmer Asset Management LLC | 11 | 1 | 0.00% | 0.57% | 6.76% | Q1 2014 | Q1 2022 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.09% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.12% | 0.25% | 0.38% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.19% | 0.47% | 0.90% | Q4 2020 | Q3 2023 | 12 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 12 | 12 | 0.01% | 0.72% | 1.04% | Q4 2020 | Q3 2023 | 12 |
Wambolt & Associates, LLC | 10 | 1 | 0.08% | 0.14% | 0.22% | Q4 2018 | Q1 2023 | 12 |
VSR Financial Services, Inc. | 8 | 4 | 0.04% | 0.22% | 0.96% | Q2 2013 | Q2 2016 | 12 |
BCK Partners, Inc. | 12 | 12 | 11.96% | 19.47% | 23.43% | Q4 2020 | Q3 2023 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.20% | 0.27% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Northeast Financial Group, Inc. | 12 | 12 | 0.50% | 0.99% | 1.47% | Q4 2020 | Q3 2023 | 12 |
Graypoint LLC | 12 | 12 | 0.06% | 0.28% | 0.96% | Q4 2020 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.17% | 0.36% | 0.90% | Q4 2020 | Q3 2023 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 0.29% | 0.55% | 0.91% | Q4 2020 | Q3 2023 | 12 |
ARBOR TRUST WEALTH ADVISORS, LLC | 12 | 12 | 0.15% | 2.10% | 3.05% | Q4 2020 | Q3 2023 | 12 |
B. Riley Financial, Inc. | 12 | 12 | 0.93% | 1.86% | 2.58% | Q4 2015 | Q3 2018 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.04% | 0.81% | 4.88% | Q4 2019 | Q3 2022 | 12 |
Argentus Capital Management, LLC | 9 | 3 | 0.44% | 1.17% | 2.04% | Q2 2013 | Q3 2016 | 12 |
Virtue Capital Management, LLC | 10 | 2 | 0.00% | 0.44% | 0.95% | Q4 2017 | Q3 2023 | 12 |
ASSET PLANNING CORPORATION | 12 | 12 | 7.70% | 9.58% | 12.70% | Q4 2020 | Q3 2023 | 12 |
DIMENSION CAPITAL MANAGEMENT LLC | 11 | 1 | 0.04% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 12 |
Center For Asset Management LLC | 12 | 12 | 0.38% | 0.63% | 0.91% | Q4 2020 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.02% | 0.08% | 0.21% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.54% | 1.41% | 2.45% | Q4 2020 | Q3 2023 | 12 |
IFC Holdings Incorporated/FL | 10 | 2 | 0.04% | 0.11% | 0.33% | Q2 2013 | Q4 2017 | 12 |
LifeSteps Financial, Inc. | 12 | 12 | 0.17% | 0.23% | 0.31% | Q4 2019 | Q3 2022 | 12 |
BELLEVUE ASSET MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Dorsey & Whitney Trust CO LLC | 5 | 1 | 0.02% | 0.27% | 0.95% | Q2 2013 | Q3 2022 | 12 |
Future Financial Wealth Managment LLC | 12 | 12 | 0.36% | 1.45% | 3.86% | Q4 2020 | Q3 2023 | 12 |
DFPG INVESTMENTS, LLC | 12 | 12 | 0.08% | 1.89% | 3.97% | Q2 2019 | Q1 2022 | 12 |
CADENCE BANK NA | 12 | 12 | 0.08% | 0.26% | 1.62% | Q4 2019 | Q3 2022 | 12 |
Essex Financial Services, Inc. | 11 | 1 | 0.08% | 0.11% | 0.13% | Q1 2018 | Q3 2023 | 12 |
M&R CAPITAL MANAGEMENT INC | 9 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2023 | 12 |
Copperleaf Capital, LLC | 12 | 12 | 0.86% | 1.33% | 1.96% | Q4 2019 | Q3 2022 | 12 |
Orin Green Financial, LLC | 12 | 12 | 0.20% | 0.50% | 0.76% | Q4 2020 | Q3 2023 | 12 |
BOSTON FAMILY OFFICE LLC | 12 | 12 | 0.56% | 0.74% | 1.06% | Q4 2020 | Q3 2023 | 12 |
Compass Advisory Group LLC | 12 | 12 | 0.40% | 4.90% | 10.19% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 0.17% | 0.60% | 1.14% | Q4 2020 | Q3 2023 | 12 |
Linscomb & Williams, Inc. | 12 | 12 | 0.24% | 0.27% | 0.32% | Q4 2020 | Q3 2023 | 12 |
KMG FIDUCIARY PARTNERS, LLC | 12 | 12 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q3 2022 | 12 |
WNY Asset Management, LLC | 12 | 12 | 0.09% | 0.87% | 2.12% | Q4 2020 | Q3 2023 | 12 |
Bath Savings Trust Co | 12 | 12 | 3.54% | 4.15% | 4.78% | Q4 2020 | Q3 2023 | 12 |
West Financial Advisors, LLC | 12 | 12 | 3.28% | 4.41% | 5.49% | Q4 2020 | Q3 2023 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 0.10% | 0.51% | 1.06% | Q4 2020 | Q3 2023 | 12 |
MEEDER ASSET MANAGEMENT INC | 12 | 12 | 0.02% | 0.22% | 0.50% | Q4 2019 | Q3 2022 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.28% | 0.36% | 0.74% | Q4 2018 | Q3 2021 | 12 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 2 | 0.03% | 1.05% | 2.87% | Q1 2019 | Q3 2023 | 12 |
Tempus Wealth Planning, LLC | 10 | 2 | 0.13% | 0.21% | 0.36% | Q4 2019 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2021 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.04% | 0.09% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.06% | 0.12% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.43% | 0.77% | 1.05% | Q4 2020 | Q3 2023 | 12 |
Eagle Ridge Investment Management | 12 | 12 | 0.02% | 0.06% | 0.12% | Q3 2020 | Q2 2023 | 12 |
SOLARIS ASSET MANAGEMENT LLC | 12 | 12 | 0.14% | 0.55% | 1.83% | Q4 2015 | Q3 2018 | 12 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 11 | 1 | 0.00% | 5.22% | 6.49% | Q4 2018 | Q3 2023 | 12 |
Syverson Strege & Co | 12 | 12 | 0.25% | 0.50% | 0.78% | Q4 2020 | Q3 2023 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 0.43% | 0.75% | 1.10% | Q4 2020 | Q3 2023 | 12 |
Phoenix Holdings Ltd. | 10 | 2 | 0.02% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8 | 4 | 0.04% | 0.10% | 0.21% | Q3 2020 | Q3 2023 | 12 |
Intellectus Partners, LLC | 6 | 1 | 0.00% | 0.10% | 0.27% | Q2 2017 | Q3 2021 | 12 |
Summit Financial, LLC | 12 | 12 | 0.25% | 0.46% | 0.81% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 3.73% | 4.71% | 5.84% | Q4 2020 | Q3 2023 | 12 |
CULLEN/FROST BANKERS, INC. | 8 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 12 |
Clear Creek Financial Management, LLC | 7 | 2 | 0.03% | 0.06% | 0.12% | Q2 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.10% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Fullen Financial Group | 12 | 12 | 0.24% | 0.29% | 0.37% | Q2 2020 | Q1 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 1.35% | 2.92% | 4.20% | Q4 2020 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.08% | 0.12% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Source Financial Advisors LLC | 12 | 12 | 0.57% | 0.82% | 1.12% | Q4 2020 | Q3 2023 | 12 |
STEEL GROVE CAPITAL ADVISORS, LLC | 9 | 1 | 0.07% | 0.17% | 0.34% | Q2 2013 | Q3 2023 | 12 |
FIRST FINANCIAL CORP /IN/ | 8 | 1 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.01% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 12 |
TruWealth Advisors, LLC | 12 | 12 | 0.14% | 7.44% | 9.36% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.01% | 0.29% | 0.68% | Q4 2018 | Q3 2021 | 12 |
MMA ASSET MANAGEMENT LLC | 12 | 12 | 2.49% | 6.20% | 10.38% | Q4 2020 | Q3 2023 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 0.80% | 2.05% | 3.19% | Q4 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.03% | 0.20% | 1.29% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.01% | 0.06% | 0.16% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.60% | 0.80% | 0.98% | Q4 2020 | Q3 2023 | 12 |
Pure Financial Advisors, LLC | 11 | 1 | 0.02% | 0.15% | 0.32% | Q4 2018 | Q4 2023 | 12 |
Personal Capital Advisors Corp | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.03% | 0.36% | 0.61% | Q4 2020 | Q3 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 0.28% | 0.43% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Foster Group, Inc. | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 4.30% | 5.90% | 7.11% | Q4 2020 | Q3 2023 | 12 |
Simplicity Solutions, LLC | 6 | 1 | 0.01% | 0.12% | 0.26% | Q4 2015 | Q2 2023 | 11 |
Sterling Financial Planning, Inc. | 11 | 11 | 0.02% | 0.19% | 0.38% | Q1 2021 | Q3 2023 | 11 |
CHEMICAL BANK | 11 | 11 | 1.14% | 1.23% | 1.31% | Q4 2016 | Q2 2019 | 11 |
Bruderman Asset Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q4 2018 | 11 |
Glassman Wealth Services | 11 | 11 | 0.03% | 0.03% | 0.05% | Q1 2020 | Q3 2022 | 11 |
Grandview Asset Management LLC | 9 | 1 | 0.13% | 0.55% | 2.34% | Q1 2020 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.04% | 0.35% | 0.79% | Q4 2020 | Q2 2023 | 11 |
Winfield Associates, Inc. | 11 | 11 | 0.19% | 0.96% | 1.34% | Q3 2019 | Q1 2022 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.06% | 0.74% | 2.08% | Q4 2018 | Q2 2021 | 11 |
GSB Wealth Management, LLC | 11 | 11 | 0.07% | 2.93% | 7.57% | Q1 2021 | Q3 2023 | 11 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 9 | 2 | 0.77% | 2.87% | 6.20% | Q4 2020 | Q3 2023 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.05% | 1.68% | 6.35% | Q2 2013 | Q3 2023 | 11 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 11 | 11 | 0.66% | 10.74% | 13.28% | Q2 2013 | Q4 2015 | 11 |
Beaumont Financial Partners, LLC | 8 | 3 | 0.02% | 0.04% | 0.10% | Q2 2018 | Q3 2022 | 11 |
Tri-Star Advisors Inc. | 11 | 11 | 0.23% | 0.30% | 0.51% | Q2 2020 | Q4 2022 | 11 |
QUEST CAPITAL MANAGEMENT INC /ADV | 8 | 3 | 0.05% | 0.11% | 0.25% | Q1 2019 | Q4 2021 | 11 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
TrueWealth Advisors, LLC | 11 | 11 | 0.12% | 2.68% | 6.39% | Q4 2020 | Q2 2023 | 11 |
American Financial Advisors, LLC | 11 | 11 | 0.11% | 3.85% | 7.56% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
IBEX WEALTH ADVISORS | 6 | 1 | 0.01% | 0.30% | 0.88% | Q3 2016 | Q4 2022 | 11 |
Capstone Triton Financial Group, LLC | 7 | 4 | 0.31% | 0.77% | 1.53% | Q4 2020 | Q3 2023 | 11 |
FIRST MERCANTILE TRUST CO | 11 | 11 | 0.33% | 1.38% | 2.70% | Q1 2019 | Q3 2021 | 11 |
OPPENHEIMER ASSET MANAGEMENT INC. | 7 | 4 | 0.00% | 0.16% | 0.24% | Q1 2017 | Q1 2020 | 11 |
Efficient Advisors, LLC | 8 | 3 | 0.95% | 2.04% | 2.80% | Q4 2020 | Q3 2023 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.10% | 0.45% | 0.93% | Q2 2013 | Q4 2015 | 11 |
TFG Advisers LLC | 11 | 11 | 0.11% | 0.13% | 0.17% | Q4 2019 | Q2 2022 | 11 |
Ramsay, Stattman, Vela & Price, Inc. | 11 | 11 | 0.63% | 1.51% | 2.97% | Q1 2021 | Q3 2023 | 11 |
Forward Management, LLC | 11 | 11 | 0.24% | 0.37% | 0.58% | Q2 2013 | Q4 2015 | 11 |
Financial Advisors Network, Inc. | 5 | 1 | 0.35% | 1.65% | 3.34% | Q4 2016 | Q4 2019 | 11 |
Narus Financial Partners, LLC | 7 | 4 | 0.52% | 1.00% | 1.49% | Q4 2016 | Q3 2023 | 11 |
Taylor, Cottrill LLC | 11 | 11 | 1.04% | 1.26% | 1.51% | Q2 2013 | Q4 2015 | 11 |
Capital Wealth Alliance, LLC | 7 | 1 | 0.12% | 0.41% | 0.80% | Q4 2019 | Q1 2023 | 11 |
Strategic Investment Advisors / MI | 11 | 11 | 0.10% | 0.18% | 0.30% | Q4 2019 | Q2 2022 | 11 |
Stratos Wealth Advisors, LLC | 10 | 1 | 0.02% | 0.30% | 0.53% | Q4 2020 | Q3 2023 | 11 |
NWK Group, Inc. | 11 | 11 | 0.16% | 4.89% | 8.73% | Q4 2019 | Q2 2022 | 11 |
Beacon Pointe Advisors, LLC | 11 | 11 | 0.02% | 0.08% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Verdence Capital Advisors LLC | 11 | 11 | 0.27% | 0.38% | 0.48% | Q1 2021 | Q3 2023 | 11 |
Retirement Planning Group, LLC | 11 | 11 | 0.09% | 5.04% | 9.21% | Q3 2013 | Q1 2016 | 11 |
EXCALIBUR MANAGEMENT CORP | 11 | 11 | 0.14% | 1.49% | 2.78% | Q3 2020 | Q1 2023 | 11 |
Golden State Wealth Management, LLC | 7 | 1 | 0.02% | 0.09% | 0.17% | Q1 2019 | Q1 2022 | 11 |
VICTORY CAPITAL MANAGEMENT INC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 11 |
Avidian Wealth Solutions, LLC | 9 | 1 | 0.02% | 0.08% | 0.28% | Q3 2016 | Q3 2023 | 11 |
EVOKE WEALTH, LLC | 11 | 11 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q4 2022 | 11 |
Prime Capital Investment Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 11 |
BRIGHTON JONES LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 11 |
Q3 Asset Management | 4 | 1 | 0.11% | 0.93% | 2.43% | Q3 2018 | Q3 2023 | 11 |
Sierra Capital LLC | 11 | 11 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.94% | 1.58% | 2.22% | Q1 2021 | Q3 2023 | 11 |
Alaethes Wealth LLC | 11 | 11 | 5.14% | 6.27% | 7.60% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.10% | 0.14% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Applied Capital LLC | 11 | 11 | 0.90% | 4.09% | 7.00% | Q1 2021 | Q3 2023 | 11 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 10 | 1 | 0.13% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.02% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Kowal Investment Group, LLC | 11 | 11 | 0.12% | 0.29% | 0.52% | Q1 2021 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.01% | 3.17% | 6.46% | Q4 2020 | Q3 2023 | 11 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 10 | 1 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2019 | 11 |
PRINCIPAL FINANCIAL GROUP INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Chesapeake Wealth Management | 10 | 10 | 1.03% | 3.01% | 4.07% | Q2 2021 | Q3 2023 | 10 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.02% | 0.43% | 1.67% | Q4 2017 | Q3 2023 | 10 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 9 | 1 | 0.01% | 0.04% | 0.22% | Q4 2017 | Q4 2020 | 10 |
Betterment LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Legal Advantage Investments, Inc. | 10 | 10 | 0.51% | 1.26% | 1.98% | Q4 2020 | Q1 2023 | 10 |
Capital Directions Investment Advisors, LLC | 4 | 1 | 0.01% | 0.22% | 0.45% | Q2 2017 | Q4 2022 | 10 |
FIRST INTERSTATE BANK | 10 | 10 | 0.16% | 5.75% | 12.12% | Q2 2021 | Q3 2023 | 10 |
Risk Paradigm Group, LLC | 10 | 10 | 0.70% | 2.18% | 5.87% | Q3 2016 | Q4 2018 | 10 |
Providence Capital Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2022 | 10 |
Equinox Fund Management LLC | 10 | 10 | 26.94% | 29.21% | 29.61% | Q2 2013 | Q3 2015 | 10 |
MCKINLEY CAPITAL MANAGEMENT LLC | 10 | 10 | 0.02% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
TRUE Private Wealth Advisors | 10 | 10 | 0.00% | 0.11% | 0.49% | Q3 2018 | Q4 2020 | 10 |
Truvestments Capital LLC | 5 | 5 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 10 |
Conservest Capital Advisors, Inc. | 10 | 10 | 0.03% | 3.61% | 6.62% | Q2 2020 | Q3 2022 | 10 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 6 | 1 | 0.04% | 0.10% | 0.14% | Q2 2016 | Q1 2020 | 10 |
BARD ASSOCIATES INC | 10 | 10 | 0.08% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 10 |
CFO4Life Group, LLC | 6 | 1 | 0.05% | 0.16% | 0.23% | Q3 2017 | Q3 2023 | 10 |
TPG Financial Advisors, LLC | 10 | 10 | 0.17% | 0.40% | 0.90% | Q4 2018 | Q1 2021 | 10 |
High Pines Wealth Management, LLC | 10 | 10 | 2.70% | 4.03% | 6.49% | Q2 2021 | Q3 2023 | 10 |
Visionary Wealth Advisors | 10 | 10 | 0.19% | 0.79% | 1.42% | Q2 2020 | Q3 2022 | 10 |
Orgel Wealth Management, LLC | 9 | 1 | 0.22% | 0.39% | 0.64% | Q4 2015 | Q2 2022 | 10 |
NewSquare Capital LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 10 |
Atlas Private Wealth Advisors | 10 | 10 | 0.01% | 0.56% | 3.25% | Q2 2020 | Q3 2022 | 10 |
BROOKS, MOORE & ASSOCIATES, INC. | 10 | 10 | 0.20% | 0.49% | 0.70% | Q3 2019 | Q4 2021 | 10 |
SG Americas Securities, LLC | 6 | 1 | 0.01% | 0.03% | 0.23% | Q1 2016 | Q3 2023 | 10 |
Hammer Asset Management, LLC | 10 | 10 | 1.28% | 2.45% | 5.47% | Q3 2018 | Q4 2020 | 10 |
ECLECTIC ASSOCIATES INC /ADV | 7 | 3 | 0.10% | 0.85% | 3.21% | Q4 2020 | Q2 2023 | 10 |
CHEMUNG CANAL TRUST CO | 10 | 10 | 0.05% | 0.10% | 0.16% | Q4 2020 | Q1 2023 | 10 |
Shilanski & Associates, Inc. | 9 | 1 | 0.09% | 1.79% | 2.31% | Q2 2020 | Q1 2023 | 10 |
Lloyd Advisory Services, LLC. | 8 | 2 | 0.00% | 0.41% | 1.05% | Q2 2020 | Q4 2022 | 10 |
HighMark Wealth Management LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Uncommon Cents Investing LLC | 10 | 10 | 0.18% | 0.21% | 0.23% | Q2 2021 | Q3 2023 | 10 |
SPINNAKER TRUST | 6 | 4 | 0.03% | 1.38% | 2.87% | Q1 2016 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.02% | 0.04% | 0.09% | Q2 2010 | Q3 2023 | 10 |
Heritage Wealth Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
MATRIX PRIVATE CAPITAL GROUP LLC | 10 | 10 | 0.19% | 0.33% | 0.57% | Q4 2019 | Q1 2022 | 10 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Smith & Howard Wealth Management, LLC | 7 | 3 | 0.01% | 0.29% | 0.91% | Q2 2013 | Q2 2017 | 10 |
BRINKER CAPITAL INC | 10 | 10 | 0.07% | 0.15% | 0.48% | Q1 2018 | Q2 2020 | 10 |
Tactical Allocation Group LLC | 10 | 10 | 1.54% | 8.78% | 14.30% | Q1 2014 | Q2 2016 | 10 |
Legacy Bridge, LLC | 10 | 10 | 0.14% | 0.44% | 0.82% | Q4 2019 | Q1 2022 | 10 |
Asset Allocation & Management Company, LLC | 10 | 10 | 1.30% | 1.59% | 2.13% | Q2 2021 | Q3 2023 | 10 |
Efficient Market Advisors, LLC | 10 | 10 | 0.05% | 0.16% | 0.40% | Q4 2014 | Q1 2017 | 10 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 10 | 0.05% | 0.11% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Wealthspire Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.09% | 0.13% | 0.14% | Q2 2013 | Q3 2015 | 10 |
Zurich Insurance Group Ltd/FI | 10 | 10 | 0.15% | 0.44% | 0.60% | Q2 2021 | Q3 2023 | 10 |
RPg Family Wealth Advisory, LLC | 5 | 1 | 0.02% | 0.29% | 1.43% | Q4 2015 | Q1 2020 | 10 |
Fortress Wealth Group, LLC | 10 | 10 | 0.49% | 0.91% | 1.69% | Q2 2021 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Burleson & Company, LLC | 10 | 10 | 0.07% | 0.28% | 0.58% | Q3 2020 | Q4 2022 | 10 |
Rappaport Reiches Capital Management, LLC | 10 | 10 | 1.08% | 12.73% | 20.53% | Q2 2021 | Q3 2023 | 10 |
Balentine LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 10 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.04% | 0.20% | Q4 2014 | Q3 2023 | 10 |
American Money Management, LLC | 10 | 10 | 6.70% | 8.11% | 9.77% | Q2 2021 | Q3 2023 | 10 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Verition Fund Management LLC | 5 | 1 | 0.01% | 0.17% | 0.50% | Q4 2018 | Q3 2023 | 10 |
Westside Investment Management, Inc. | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 10 |
WESTPORT RESOURCES MANAGEMENT INC | 10 | 10 | 0.12% | 0.34% | 0.46% | Q2 2014 | Q3 2016 | 10 |
ZWJ INVESTMENT COUNSEL INC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
SigFig Wealth Management, LLC | 10 | 10 | 1.34% | 1.64% | 1.93% | Q3 2018 | Q4 2020 | 10 |
East Coast Asset Management, LLC. | 5 | 5 | 0.11% | 0.35% | 0.77% | Q4 2012 | Q2 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.21% | 0.65% | Q1 2021 | Q3 2023 | 10 |
LBMC INVESTMENT ADVISORS, LLC | 9 | 1 | 0.02% | 0.20% | 0.42% | Q2 2020 | Q4 2022 | 10 |
SAGE RHINO CAPITAL LLC | 10 | 10 | 0.07% | 0.28% | 0.60% | Q2 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Community Bank of Raymore | 7 | 3 | 0.11% | 0.15% | 0.19% | Q1 2021 | Q3 2023 | 10 |
AEGON USA Investment Management, LLC | 10 | 10 | 0.14% | 0.24% | 0.36% | Q2 2021 | Q3 2023 | 10 |
Baldwin Investment Management, LLC | 7 | 3 | 0.04% | 0.14% | 0.45% | Q1 2014 | Q1 2022 | 10 |
HARVEST VOLATILITY MANAGEMENT LLC | 8 | 2 | 0.01% | 2.38% | 22.89% | Q4 2020 | Q3 2023 | 10 |
HBK Sorce Advisory LLC | 9 | 1 | 0.01% | 0.04% | 0.13% | Q1 2018 | Q1 2023 | 10 |
Reynders McVeigh Capital Management, LLC | 10 | 10 | 0.55% | 0.74% | 1.04% | Q2 2013 | Q3 2015 | 10 |
Seven Post Investment Office LP | 9 | 9 | 0.54% | 0.87% | 1.70% | Q1 2020 | Q1 2022 | 9 |
Corbenic Partners LLC | 8 | 1 | 0.00% | 0.35% | 1.18% | Q4 2014 | Q4 2021 | 9 |
Meiji Yasuda Life Insurance Co | 9 | 9 | 13.52% | 18.31% | 21.06% | Q2 2020 | Q2 2022 | 9 |
Lee Financial Co | 6 | 3 | 0.01% | 0.05% | 0.07% | Q1 2018 | Q2 2023 | 9 |
Integrated Wealth Management | 9 | 9 | 0.03% | 0.18% | 0.68% | Q1 2015 | Q1 2017 | 9 |
BLB&B Advisors, LLC | 7 | 2 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2022 | 9 |
Highmount Capital, LLC | 9 | 9 | 0.33% | 0.86% | 1.04% | Q2 2013 | Q2 2015 | 9 |
Vontobel Swiss Wealth Advisors AG | 9 | 9 | 0.33% | 0.61% | 0.92% | Q2 2019 | Q2 2021 | 9 |
Harrington Investments, INC | 9 | 9 | 0.13% | 0.15% | 0.17% | Q3 2021 | Q3 2023 | 9 |
CFM WEALTH PARTNERS LLC | 9 | 9 | 0.12% | 0.15% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.05% | 0.20% | 0.34% | Q3 2021 | Q3 2023 | 9 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 9 |
CONNING INC. | 9 | 9 | 0.16% | 0.35% | 0.56% | Q2 2021 | Q2 2023 | 9 |
Spectrum Asset Management, Inc. (NB/CA) | 9 | 9 | 0.80% | 6.12% | 8.66% | Q2 2020 | Q2 2022 | 9 |
JACOBSON & SCHMITT ADVISORS, LLC | 8 | 1 | 0.08% | 0.21% | 0.27% | Q4 2014 | Q3 2023 | 9 |
NVWM, LLC | 9 | 9 | 0.00% | 0.06% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Global Financial Private Capital, Inc | 5 | 4 | 0.01% | 0.15% | 0.24% | Q3 2017 | Q2 2020 | 9 |
TOMPKINS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2023 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 1.87% | 3.35% | 4.34% | Q3 2021 | Q3 2023 | 9 |
West Branch Capital LLC | 8 | 1 | 0.00% | 0.47% | 4.15% | Q1 2018 | Q3 2023 | 9 |
Lumature Wealth Partners, LLC | 9 | 9 | 0.01% | 0.41% | 0.68% | Q4 2020 | Q4 2022 | 9 |
Eagle Bay Advisors LLC | 9 | 9 | 1.36% | 1.65% | 2.34% | Q3 2021 | Q3 2023 | 9 |
ATWOOD & PALMER INC | 5 | 4 | 0.01% | 0.60% | 1.61% | Q1 2016 | Q3 2023 | 9 |
American Family Insurance Mutual Holding Co | 9 | 9 | 6.97% | 13.08% | 21.54% | Q3 2021 | Q3 2023 | 9 |
Laird Norton Wetherby Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 9 |
Ten Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 9 |
1834 INVESTMENT ADVISORS CO | 7 | 2 | 0.00% | 1.40% | 3.23% | Q4 2017 | Q3 2023 | 9 |
Bromfield Sneider Wealth Advisors | 9 | 9 | 1.06% | 6.86% | 11.18% | Q4 2021 | Q4 2023 | 9 |
Agate Pass Investment Management, LLC | 9 | 9 | 1.44% | 2.27% | 2.64% | Q4 2021 | Q4 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.06% | 0.09% | 0.11% | Q2 2013 | Q2 2015 | 9 |
Essex Private Wealth Management, LLC | 9 | 9 | 3.44% | 4.77% | 5.82% | Q4 2019 | Q4 2021 | 9 |
Almanack Investment Partners, LLC. | 5 | 4 | 0.02% | 0.11% | 0.38% | Q4 2016 | Q1 2022 | 9 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.04% | 0.11% | Q3 2013 | Q4 2016 | 9 |
First National Bank of South Miami | 9 | 9 | 0.08% | 0.09% | 0.11% | Q2 2021 | Q2 2023 | 9 |
Walkner Condon Financial Advisors LLC | 9 | 9 | 0.16% | 0.47% | 0.69% | Q3 2021 | Q3 2023 | 9 |
OIKOS HOLDINGS LLC | 9 | 9 | 2.76% | 3.73% | 7.41% | Q3 2021 | Q3 2023 | 9 |
Bernardo Wealth Planning LLC | 9 | 9 | 0.09% | 0.16% | 0.22% | Q4 2018 | Q4 2020 | 9 |
Endurance Wealth Management, Inc. | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q2 2023 | 9 |
Friedenthal Financial | 6 | 3 | 0.57% | 5.72% | 18.11% | Q4 2015 | Q3 2023 | 9 |
LEO BROKERAGE, LLC | 5 | 2 | 0.10% | 0.21% | 0.58% | Q3 2020 | Q2 2023 | 9 |
Edge Wealth Management LLC | 4 | 2 | 0.00% | 1.19% | 3.31% | Q3 2017 | Q4 2022 | 9 |
FIDELIS iM, LLC | 9 | 9 | 5.65% | 7.75% | 9.23% | Q3 2021 | Q3 2023 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.13% | 1.27% | 2.30% | Q3 2021 | Q3 2023 | 9 |
Northeast Financial Consultants Inc | 9 | 9 | 0.08% | 0.10% | 0.11% | Q2 2016 | Q2 2018 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.08% | 0.15% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 9 |
Bridgewater Advisors Inc. | 6 | 3 | 0.08% | 0.48% | 1.15% | Q4 2013 | Q2 2022 | 9 |
Essex LLC | 9 | 9 | 0.59% | 4.39% | 9.30% | Q3 2021 | Q3 2023 | 9 |
Whelan Financial | 9 | 9 | 8.58% | 10.27% | 11.78% | Q3 2021 | Q3 2023 | 9 |
Glenview Trust Co | 6 | 3 | 0.01% | 0.05% | 0.22% | Q2 2021 | Q3 2023 | 9 |
EMERSON INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.56% | 0.96% | 1.33% | Q1 2014 | Q1 2016 | 9 |
Bison Wealth, LLC | 8 | 1 | 0.01% | 0.08% | 0.15% | Q4 2019 | Q1 2022 | 9 |
VAN STRUM & TOWNE INC. | 9 | 9 | 5.88% | 6.39% | 6.82% | Q3 2021 | Q3 2023 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.03% | 0.12% | 0.15% | Q3 2021 | Q3 2023 | 9 |
PITTENGER & ANDERSON INC | 5 | 4 | 0.00% | 0.14% | 0.45% | Q4 2014 | Q3 2023 | 9 |
Salient Capital Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 9 |
Vishria Bird Financial Group, LLC | 9 | 9 | 0.17% | 6.46% | 22.35% | Q2 2020 | Q2 2022 | 9 |
Founders Financial Alliance, LLC | 8 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2023 | 9 |
Worth Venture Partners, LLC | 9 | 9 | 0.77% | 2.19% | 2.90% | Q4 2016 | Q4 2018 | 9 |
Vontobel Holding Ltd. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Cherry Creek Investment Advisors, Inc. | 5 | 4 | 0.16% | 0.27% | 0.46% | Q2 2021 | Q3 2023 | 9 |
Financial Management Professionals, Inc. | 8 | 1 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 9 |
Windsor Financial Group, LLC | 9 | 9 | 2.45% | 3.52% | 4.25% | Q2 2015 | Q2 2017 | 9 |
TRUST CO OF VERMONT | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2023 | 9 |
Matrix Trust Co | 9 | 9 | 4.83% | 5.36% | 6.14% | Q3 2021 | Q3 2023 | 9 |
MISSION WEALTH MANAGEMENT, LP | 8 | 1 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q3 2022 | 9 |
Gilbert & Cook, Inc. | 7 | 2 | 0.04% | 0.07% | 0.09% | Q1 2017 | Q2 2021 | 9 |
MFA WEALTH ADVISORS, LLC | 9 | 9 | 0.09% | 1.96% | 10.65% | Q1 2020 | Q1 2022 | 9 |
TSFG, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 9 |
Stephens Consulting, LLC | 8 | 8 | 0.06% | 0.23% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Chandler Asset Management, Inc. | 8 | 8 | 0.29% | 0.34% | 0.43% | Q4 2021 | Q3 2023 | 8 |
SVB WEALTH LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.12% | 0.46% | 0.96% | Q4 2021 | Q3 2023 | 8 |
StrategIQ Financial Group, LLC | 8 | 8 | 0.59% | 2.31% | 3.49% | Q4 2021 | Q3 2023 | 8 |
Waverly Advisors, LLC | 5 | 1 | 0.00% | 0.06% | 0.14% | Q4 2013 | Q3 2023 | 8 |
Planned Solutions, Inc. | 4 | 4 | 0.26% | 0.32% | 0.38% | Q3 2020 | Q3 2022 | 8 |
McClarren Financial Advisors, Inc. | 6 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.04% | 0.09% | 0.16% | Q4 2021 | Q3 2023 | 8 |
EASTERLY INVESTMENT PARTNERS LLC | 8 | 8 | 0.78% | 0.86% | 0.99% | Q4 2021 | Q3 2023 | 8 |
Compass Financial Group, Inc. | 4 | 4 | 2.32% | 5.42% | 8.74% | Q4 2015 | Q3 2023 | 8 |
Manhattan West Asset Management, LLC | 8 | 8 | 0.23% | 0.40% | 0.51% | Q4 2021 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.09% | 0.15% | 0.20% | Q4 2021 | Q3 2023 | 8 |
CLARIS ADVISORS, LLC / MO / | 8 | 8 | 0.21% | 0.34% | 0.47% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Altium Wealth Management LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q3 2018 | Q2 2020 | 8 |
GHP Investment Advisors, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Orcam Financial Group | 8 | 8 | 1.24% | 2.07% | 4.53% | Q4 2021 | Q3 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.08% | 0.24% | 0.69% | Q1 2020 | Q4 2021 | 8 |
Global Wealth Management Investment Advisory, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 8 |
Praetorian Wealth Management, Inc. | 6 | 2 | 0.09% | 0.18% | 0.27% | Q2 2020 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.03% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Anson Capital, Inc. | 8 | 8 | 0.76% | 1.31% | 1.84% | Q4 2021 | Q3 2023 | 8 |
First Capital Advisors Group, LLC. | 8 | 8 | 0.21% | 1.69% | 2.57% | Q1 2017 | Q4 2018 | 8 |
BT Wealth Management LLC | 5 | 1 | 0.09% | 0.13% | 0.20% | Q4 2018 | Q2 2022 | 8 |
MAS Advisors LLC | 8 | 8 | 1.50% | 2.29% | 3.17% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 1.10% | 2.23% | 3.83% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 4.02% | 4.86% | 5.79% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.01% | 0.06% | 0.12% | Q4 2020 | Q1 2023 | 8 |
Silver Oak Advisory Group, Inc. | 8 | 8 | 0.15% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Bank of New Hampshire | 8 | 8 | 0.07% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 8 | 8 | 0.08% | 0.11% | 0.15% | Q1 2020 | Q4 2021 | 8 |
Foundations Investment Advisors, LLC | 6 | 2 | 0.01% | 0.09% | 0.25% | Q2 2021 | Q3 2023 | 8 |
IPG Investment Advisors LLC | 7 | 1 | 0.07% | 0.10% | 0.17% | Q1 2015 | Q1 2019 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.11% | 0.25% | 0.47% | Q2 2013 | Q1 2015 | 8 |
American Institute for Advanced Investment Management, LLP | 8 | 8 | 0.18% | 0.21% | 0.26% | Q1 2020 | Q4 2021 | 8 |
Faithward Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q2 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.11% | 0.30% | 0.53% | Q4 2021 | Q3 2023 | 8 |
First Heartland Consultants, Inc. | 8 | 8 | 0.03% | 0.12% | 0.17% | Q2 2016 | Q1 2018 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.48% | 0.58% | 0.66% | Q4 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.13% | 0.17% | 0.24% | Q4 2021 | Q3 2023 | 8 |
RMR Wealth Builders | 8 | 8 | 1.59% | 3.46% | 4.56% | Q4 2021 | Q3 2023 | 8 |
Von Berge Wealth Management Group, LLC | 8 | 8 | 0.26% | 0.56% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Darrow Company, Inc. | 8 | 8 | 0.50% | 0.75% | 1.62% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.90% | 1.26% | 1.65% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.03% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 8 |
CONSILIO WEALTH ADVISORS, LLC | 8 | 8 | 0.27% | 2.93% | 4.57% | Q4 2021 | Q3 2023 | 8 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 1 | 0.01% | 0.02% | 0.10% | Q1 2021 | Q3 2023 | 8 |
Point72 Asset Management, L.P. | 8 | 8 | 0.06% | 0.09% | 0.19% | Q1 2020 | Q4 2021 | 8 |
Insight Inv LLC | 8 | 8 | 2.31% | 3.06% | 3.86% | Q4 2021 | Q3 2023 | 8 |
New Millennium Group LLC | 8 | 8 | 0.04% | 0.18% | 0.32% | Q4 2021 | Q3 2023 | 8 |
WEALTHSPAN PARTNERS, LLC | 8 | 8 | 0.41% | 0.74% | 1.48% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.65% | 1.00% | 1.30% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.34% | 0.41% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Bluefin Trading, LLC | 3 | 1 | 0.02% | 0.20% | 0.60% | Q3 2013 | Q4 2017 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 0.49% | 0.75% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.15% | 0.32% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.13% | 0.51% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Prosperity Consulting Group, LLC | 8 | 8 | 0.34% | 1.15% | 1.88% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 2.19% | 3.40% | 5.15% | Q4 2021 | Q3 2023 | 8 |
Moors & Cabot, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Axiom Advisory, LLC | 8 | 8 | 1.28% | 1.54% | 1.85% | Q4 2021 | Q3 2023 | 8 |
REDMONT WEALTH ADVISORS LLC | 8 | 8 | 2.29% | 4.60% | 6.85% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.14% | 0.17% | 0.23% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.13% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 0.38% | 1.12% | 3.52% | Q4 2019 | Q3 2023 | 8 |
Spinnaker Investment Group, LLC | 8 | 8 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
WASHINGTON CAPITAL MANAGEMENT, INC | 5 | 3 | 0.22% | 0.77% | 1.28% | Q2 2014 | Q3 2023 | 8 |
Bogart Wealth, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 0.11% | 3.75% | 7.80% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.03% | 0.70% | 2.10% | Q4 2021 | Q3 2023 | 8 |
Intergy Private Wealth, LLC | 8 | 8 | 1.16% | 1.41% | 1.93% | Q4 2021 | Q3 2023 | 8 |
Financial Futures Ltd Liability Co. | 8 | 8 | 0.22% | 1.23% | 3.59% | Q4 2021 | Q3 2023 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 3.08% | 4.40% | 6.17% | Q4 2021 | Q3 2023 | 8 |
Fort Point Capital Partners LLC | 8 | 8 | 0.20% | 0.38% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Wellington Shields & Co., LLC | 4 | 1 | 0.02% | 0.10% | 0.14% | Q4 2017 | Q3 2022 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.00% | 1.65% | 13.09% | Q4 2021 | Q3 2023 | 8 |
McDonough Capital Management, Inc | 8 | 8 | 4.66% | 5.32% | 6.39% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q4 2022 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 2.86% | 3.43% | 4.10% | Q4 2021 | Q3 2023 | 8 |
UBP Investment Advisors SA | 8 | 8 | 0.10% | 0.11% | 0.13% | Q4 2020 | Q3 2022 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.04% | 0.32% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Merrion Investment Management Co, LLC | 8 | 8 | 0.20% | 0.47% | 0.66% | Q4 2020 | Q3 2022 | 8 |
Zhang Financial LLC | 7 | 1 | 0.07% | 0.50% | 0.98% | Q4 2020 | Q3 2023 | 8 |
San Luis Wealth Advisors LLC | 7 | 1 | 0.09% | 2.18% | 3.22% | Q4 2020 | Q1 2023 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 8 |
CALIBER WEALTH MANAGEMENT, LLC | 8 | 8 | 0.17% | 0.92% | 1.90% | Q4 2020 | Q3 2022 | 8 |
Rock Creek Group, LP | 8 | 8 | 0.16% | 0.39% | 0.65% | Q1 2021 | Q4 2022 | 8 |
Greenspring Advisors, LLC | 8 | 8 | 0.18% | 0.26% | 0.38% | Q4 2021 | Q3 2023 | 8 |
PROVENCE WEALTH MANAGEMENT GROUP | 8 | 8 | 0.75% | 1.10% | 1.67% | Q4 2021 | Q3 2023 | 8 |
Powers Advisory Group, LLC | 8 | 8 | 3.62% | 3.78% | 4.20% | Q4 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Rathbones Group PLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Insight Advisors, LLC/ PA | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q3 2022 | 8 |
Warwick Investment Management, Inc. | 8 | 8 | 0.42% | 0.65% | 0.83% | Q4 2021 | Q3 2023 | 8 |
GRAND WEALTH MANAGEMENT, LLC | 8 | 8 | 1.88% | 7.41% | 13.82% | Q4 2021 | Q3 2023 | 8 |
Wealthstreet Investment Advisors, LLC | 6 | 1 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q1 2021 | 8 |
HARBOR INVESTMENT ADVISORY, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
Grand Central Investment Group | 8 | 8 | 3.02% | 3.87% | 5.12% | Q4 2020 | Q3 2022 | 8 |
UBS ASSET MANAGEMENT AMERICAS INC | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2019 | 8 |
Bares Capital Management | 8 | 8 | 0.07% | 0.09% | 0.13% | Q1 2013 | Q4 2014 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Banque Cantonale Vaudoise | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Riverview Capital Advisers, LLC | 8 | 8 | 0.12% | 0.22% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Secrest Blakey & Associates, LLC | 8 | 8 | 2.99% | 3.43% | 3.98% | Q4 2017 | Q3 2019 | 8 |
INVESTMENT CENTERS OF AMERICA INC | 5 | 1 | 0.03% | 0.11% | 0.18% | Q2 2013 | Q3 2017 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Rockwood Wealth Management, LLC | 8 | 8 | 0.11% | 1.54% | 2.38% | Q4 2021 | Q3 2023 | 8 |
GPS Wealth Strategies Group, LLC | 6 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 8 |
Titus Wealth Management | 8 | 8 | 0.18% | 0.23% | 0.32% | Q3 2020 | Q2 2022 | 8 |
Charles Schwab Trust Co | 7 | 1 | 0.05% | 0.08% | 0.10% | Q4 2019 | Q3 2023 | 8 |
LOWE BROCKENBROUGH & CO INC | 7 | 1 | 0.13% | 0.21% | 0.31% | Q3 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.19% | 1.03% | 1.96% | Q4 2021 | Q3 2023 | 8 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 7 | 1 | 0.00% | 0.11% | 0.25% | Q2 2016 | Q4 2022 | 8 |
Wela Strategies, Inc. | 7 | 1 | 0.15% | 6.72% | 9.58% | Q3 2017 | Q4 2019 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.85% | 0.92% | 1.02% | Q4 2021 | Q3 2023 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 1.50% | 1.89% | 2.78% | Q4 2021 | Q3 2023 | 8 |
Hayden Royal, LLC | 4 | 1 | 0.29% | 0.55% | 1.07% | Q1 2019 | Q4 2021 | 8 |
Schiavi & Co LLC | 8 | 8 | 0.16% | 0.21% | 0.26% | Q1 2021 | Q4 2022 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.12% | 0.17% | 0.25% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.09% | 0.13% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Helen Stephens Group, LLC | 8 | 8 | 3.47% | 4.71% | 7.24% | Q4 2021 | Q3 2023 | 8 |
CMH Wealth Management LLC | 4 | 4 | 0.32% | 5.38% | 11.75% | Q3 2017 | Q3 2022 | 8 |
Private Wealth Advisors, LLC | 8 | 8 | 0.06% | 0.11% | 0.16% | Q3 2019 | Q2 2021 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 0.48% | 2.24% | 3.49% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
ShankerValleau Wealth Advisors, Inc. | 8 | 8 | 9.90% | 10.67% | 11.40% | Q4 2021 | Q3 2023 | 8 |
Martin Capital Advisors, LLP | 8 | 8 | 1.61% | 2.21% | 3.36% | Q4 2021 | Q3 2023 | 8 |
SILVERHAWK ASSET MANAGEMENT, LLC | 7 | 7 | 4.02% | 6.69% | 7.80% | Q4 2021 | Q2 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.62% | 0.90% | 0.99% | Q1 2022 | Q3 2023 | 7 |
COHEN & STEERS, INC. | 4 | 1 | 0.00% | 0.03% | 0.19% | Q4 2020 | Q3 2023 | 7 |
Alta Wealth Advisors LLC | 7 | 7 | 1.98% | 2.17% | 2.36% | Q1 2022 | Q3 2023 | 7 |
Oak Harvest Investment Services | 7 | 7 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q3 2022 | 7 |
Baron Financial Group, LLC | 7 | 7 | 0.01% | 0.02% | 0.06% | Q3 2020 | Q1 2022 | 7 |
NORTHSTAR INVESTMENT ADVISORS LLC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q4 2014 | 7 |
HOLDERNESS INVESTMENTS CO | 7 | 7 | 0.57% | 0.79% | 1.00% | Q2 2020 | Q4 2021 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.17% | 0.25% | 0.36% | Q4 2019 | Q2 2021 | 7 |
First Allied Asset Management, Inc. | 6 | 1 | 0.25% | 0.94% | 1.53% | Q2 2013 | Q1 2015 | 7 |
INR ADVISORY SERVICES LLC | 7 | 7 | 0.00% | 0.07% | 0.16% | Q2 2013 | Q4 2014 | 7 |
Roof Advisory Group, Inc. | 7 | 7 | 6.51% | 11.08% | 16.49% | Q4 2017 | Q2 2019 | 7 |
Seneca House Advisors | 3 | 1 | 0.15% | 1.61% | 3.97% | Q4 2017 | Q4 2020 | 7 |
Investments & Financial Planning, LLC | 4 | 3 | 3.32% | 4.18% | 5.14% | Q4 2021 | Q3 2023 | 7 |
Delek Group, Ltd. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2019 | 7 |
BROWN ADVISORY INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Moloney Securities Asset Management, LLC | 4 | 3 | 0.09% | 0.12% | 0.16% | Q1 2017 | Q3 2023 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
AVAII WEALTH MANAGEMENT, LLC | 7 | 7 | 0.30% | 0.62% | 0.80% | Q1 2022 | Q3 2023 | 7 |
Financial Engines Advisors L.L.C. | 6 | 1 | 0.00% | 0.52% | 0.66% | Q1 2018 | Q3 2023 | 7 |
CRA Financial Services, LLC | 7 | 7 | 0.10% | 0.15% | 0.23% | Q1 2021 | Q3 2022 | 7 |
UG Investment Advisers Ltd. | 4 | 3 | 0.18% | 4.62% | 12.20% | Q4 2020 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 6.00% | 6.18% | 6.42% | Q2 2020 | Q4 2021 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.02% | 0.05% | Q1 2021 | Q4 2022 | 7 |
TCF National Bank | 7 | 7 | 1.20% | 1.32% | 1.57% | Q3 2019 | Q1 2021 | 7 |
Northwest Quadrant Wealth Management, LLC | 7 | 7 | 3.45% | 3.99% | 5.36% | Q4 2016 | Q2 2018 | 7 |
Farmers & Merchants Trust Co of Chambersburg PA | 7 | 7 | 0.04% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
People's United Financial, Inc. | 5 | 2 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q1 2022 | 7 |
Janney Capital Management LLC | 7 | 7 | 1.54% | 2.07% | 2.45% | Q1 2017 | Q3 2018 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.45% | 0.71% | 0.91% | Q2 2013 | Q4 2014 | 7 |
WT Wealth Management | 7 | 7 | 0.47% | 1.68% | 2.24% | Q3 2020 | Q1 2022 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 3.12% | 4.05% | 4.84% | Q1 2022 | Q3 2023 | 7 |
NICOLET ADVISORY SERVICES, LLC | 6 | 1 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q4 2022 | 7 |
Employees' Retirement Fund of the City of Fort Worth | 7 | 7 | 3.47% | 4.69% | 6.19% | Q1 2022 | Q3 2023 | 7 |
PRIVATE CAPITAL MANAGEMENT LLC | 7 | 7 | 0.18% | 0.36% | 0.67% | Q4 2020 | Q2 2022 | 7 |
Evolution Advisers, Inc. | 7 | 7 | 0.00% | 0.17% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Granite Investment Partners, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 7 |
First City Capital Management, Inc. | 4 | 1 | 0.03% | 0.04% | 0.06% | Q1 2014 | Q1 2016 | 7 |
U.S. Capital Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.05% | 0.08% | Q3 2021 | Q1 2023 | 7 |
Leeward Financial Partners, LLC | 7 | 7 | 0.51% | 1.65% | 1.95% | Q4 2021 | Q2 2023 | 7 |
Thrive Capital Management, LLC | 7 | 7 | 0.26% | 0.43% | 0.65% | Q1 2022 | Q3 2023 | 7 |
CLEAR INVESTMENT RESEARCH, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Vise Technologies, Inc. | 7 | 7 | 1.30% | 2.11% | 2.76% | Q1 2022 | Q3 2023 | 7 |
Prostatis Group LLC | 6 | 1 | 0.08% | 0.42% | 0.67% | Q1 2021 | Q2 2023 | 7 |
Fusion Investment Group, LLC | 7 | 7 | 0.26% | 0.51% | 1.68% | Q4 2013 | Q2 2015 | 7 |
Charles Schwab Investment Advisory, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 7 |
Glacier Peak Capital LLC | 7 | 7 | 1.27% | 2.64% | 3.77% | Q1 2018 | Q3 2019 | 7 |
Allegis Investment Advisors, LLC | 7 | 7 | 0.09% | 0.14% | 0.24% | Q3 2016 | Q1 2018 | 7 |
MADISON WEALTH MANAGEMENT | 5 | 2 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q1 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 7 |
HORIZON BANCORP INC /IN/ | 4 | 3 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 7 |
SteelPeak Wealth, LLC | 7 | 7 | 0.03% | 0.08% | 0.13% | Q2 2020 | Q4 2021 | 7 |
Bell Bank | 7 | 7 | 1.62% | 1.85% | 2.25% | Q3 2021 | Q1 2023 | 7 |
Ballentine Partners, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q2 2017 | Q4 2018 | 7 |
Westbourne Investment Advisors, Inc. | 5 | 1 | 0.08% | 0.28% | 0.43% | Q2 2016 | Q3 2018 | 7 |
All Season Financial Advisors, Inc. | 7 | 7 | 0.28% | 1.45% | 3.20% | Q1 2022 | Q3 2023 | 7 |
Johnson Bixby & Associates, LLC | 6 | 1 | 0.08% | 3.55% | 5.83% | Q4 2020 | Q3 2023 | 7 |
SHEPHERD KAPLAN KROCHUK, LLC | 7 | 7 | 0.40% | 0.44% | 0.52% | Q2 2020 | Q4 2021 | 7 |
Security Financial Services, INC. | 7 | 7 | 0.11% | 0.26% | 0.40% | Q1 2022 | Q3 2023 | 7 |
O'ROURKE & COMPANY, Inc | 7 | 7 | 0.16% | 0.26% | 0.32% | Q4 2021 | Q2 2023 | 7 |
Cassady Schiller Wealth Management, LLC | 6 | 1 | 0.61% | 1.34% | 3.46% | Q4 2021 | Q3 2023 | 7 |
Aspire Wealth Management Corp | 7 | 7 | 0.07% | 0.12% | 0.17% | Q4 2021 | Q2 2023 | 7 |
Telos Capital Management, Inc. | 7 | 7 | 0.25% | 0.42% | 0.71% | Q1 2022 | Q3 2023 | 7 |
LVW Advisors, LLC | 3 | 2 | 0.04% | 0.20% | 0.47% | Q1 2015 | Q1 2023 | 7 |
PDS Planning, Inc | 7 | 7 | 0.05% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Echo Wealth Management, LLC | 7 | 7 | 0.26% | 0.33% | 0.43% | Q4 2020 | Q2 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.12% | 0.18% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.05% | 0.12% | 0.17% | Q4 2016 | Q2 2018 | 7 |
Paladin Advisory Group, LLC | 5 | 2 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.52% | 0.70% | 0.98% | Q1 2022 | Q3 2023 | 7 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
JRM Investment Counsel, LLC | 7 | 7 | 0.16% | 0.65% | 1.00% | Q2 2016 | Q4 2017 | 7 |
Ken Stern & Associates, Inc. | 7 | 7 | 7.33% | 7.69% | 8.17% | Q4 2014 | Q2 2016 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.08% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Yorktown Management & Research Co Inc | 7 | 7 | 0.06% | 0.24% | 0.40% | Q3 2015 | Q1 2017 | 7 |
McNaughton Wealth Management, LLC | 7 | 7 | 0.18% | 1.76% | 3.37% | Q4 2019 | Q2 2021 | 7 |
Fusion Capital, LLC | 7 | 7 | 0.21% | 0.39% | 0.70% | Q3 2020 | Q1 2022 | 7 |
IVC Wealth Advisors LLC | 7 | 7 | 0.14% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 6 | 1 | 0.03% | 0.18% | 0.20% | Q2 2017 | Q1 2021 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.06% | 0.20% | Q4 2021 | Q3 2023 | 7 |
StoneX Group Inc. | 7 | 7 | 0.10% | 0.12% | 0.15% | Q2 2020 | Q4 2021 | 7 |
American Financial Network Advisory Services LLC | 6 | 1 | 0.16% | 0.45% | 0.82% | Q3 2017 | Q3 2019 | 7 |
ACUTE INVESTMENT ADVISORY, LLC | 7 | 7 | 1.14% | 8.86% | 15.30% | Q4 2021 | Q2 2023 | 7 |
GUERRA PAN ADVISORS, LLC | 7 | 7 | 0.38% | 0.45% | 0.50% | Q4 2021 | Q2 2023 | 7 |
Adirondack Research & Management Inc. | 7 | 7 | 0.09% | 0.16% | 0.22% | Q2 2018 | Q4 2019 | 7 |
Fingerlakes Wealth Management, Inc. | 7 | 7 | 0.33% | 0.47% | 0.56% | Q4 2021 | Q2 2023 | 7 |
ANDERSON HOAGLAND & CO | 6 | 1 | 0.03% | 0.12% | 0.19% | Q4 2020 | Q3 2022 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.72% | 0.81% | 0.91% | Q1 2022 | Q3 2023 | 7 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.27% | 1.49% | Q1 2017 | Q3 2023 | 7 |
Accurate Wealth Management, LLC | 7 | 7 | 0.14% | 0.20% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Man Group plc | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
KEYSTONE WEALTH PARTNERS | 6 | 6 | 7.24% | 8.22% | 9.17% | Q4 2020 | Q1 2022 | 6 |
TRUST CO OF TOLEDO NA /OH/ | 6 | 6 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q4 2023 | 6 |
Karpus Management, Inc. | 6 | 6 | 0.35% | 0.72% | 1.35% | Q2 2013 | Q3 2014 | 6 |
FORBES J M & CO LLP | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2022 | 6 |
BOYS ARNOLD & CO INC | 5 | 1 | 0.03% | 0.07% | 0.23% | Q4 2015 | Q2 2017 | 6 |
BRAVE ASSET MANAGEMENT INC | 6 | 6 | 2.51% | 3.20% | 4.04% | Q1 2017 | Q2 2018 | 6 |
NORRIS PERNE & FRENCH LLP/MI | 6 | 6 | 0.03% | 0.03% | 0.05% | Q4 2020 | Q1 2022 | 6 |
Nationwide Fund Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 6 |
UBS AG | 6 | 6 | 0.12% | 0.13% | 0.13% | Q2 2013 | Q3 2014 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.04% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Advisors Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Azimuth Capital Management LLC | 6 | 6 | 0.25% | 0.30% | 0.37% | Q4 2020 | Q1 2022 | 6 |
Wallington Asset Management, LLC | 6 | 6 | 0.10% | 0.12% | 0.12% | Q2 2022 | Q3 2023 | 6 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 5 | 1 | 0.01% | 0.03% | 0.03% | Q3 2013 | Q4 2015 | 6 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 6 | 6 | 0.20% | 0.37% | 0.63% | Q4 2021 | Q1 2023 | 6 |
AVALON CAPITAL MANAGEMENT | 3 | 1 | 0.23% | 1.88% | 3.92% | Q3 2015 | Q2 2021 | 6 |
Weatherstone Capital Management | 3 | 3 | 0.27% | 1.77% | 3.43% | Q2 2013 | Q2 2016 | 6 |
Crestline Management, LP | 6 | 6 | 0.41% | 0.49% | 0.57% | Q2 2022 | Q3 2023 | 6 |
DT Investment Partners, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q2 2020 | 6 |
Simply Money Advisors | 4 | 1 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q1 2018 | 6 |
Crossmark Global Holdings, Inc. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 6 |
RWA WEALTH PARTNERS, LLC | 3 | 1 | 0.02% | 0.10% | 0.19% | Q2 2017 | Q3 2023 | 6 |
Bank Julius Baer & Co. Ltd, Zurich | 4 | 2 | 0.55% | 0.81% | 1.09% | Q2 2020 | Q4 2021 | 6 |
INVESTMENT HOUSE LLC | 6 | 6 | 0.14% | 0.33% | 0.46% | Q2 2013 | Q3 2014 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.08% | 0.12% | 0.18% | Q2 2013 | Q3 2014 | 6 |
Tillar-Wenstrup Advisors, LLC | 6 | 6 | 2.09% | 2.72% | 3.42% | Q2 2020 | Q3 2021 | 6 |
Coronation Fund Managers Ltd. | 6 | 6 | 0.02% | 0.02% | 0.05% | Q1 2020 | Q2 2021 | 6 |
Three Peaks Capital Management, LLC | 6 | 6 | 0.07% | 0.30% | 1.01% | Q3 2019 | Q4 2020 | 6 |
SAM Advisors, LLC | 6 | 6 | 0.15% | 0.66% | 2.62% | Q3 2021 | Q4 2022 | 6 |
Bishop & Co Investment Management, LLC | 6 | 6 | 0.41% | 0.60% | 0.69% | Q3 2020 | Q4 2021 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
Merit Financial Group, LLC | 5 | 1 | 0.01% | 0.04% | 0.14% | Q1 2018 | Q3 2023 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 0.38% | 0.50% | 0.70% | Q4 2019 | Q1 2021 | 6 |
Strategic Capital Alternatives LLC | 5 | 1 | 1.66% | 3.36% | 8.69% | Q3 2014 | Q1 2016 | 6 |
Teamwork Financial Advisors, LLC | 6 | 6 | 0.04% | 0.26% | 0.56% | Q3 2020 | Q4 2021 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 1.05% | 1.38% | 2.60% | Q4 2021 | Q1 2023 | 6 |
Summit Financial Wealth Advisors, LLC | 4 | 2 | 0.15% | 0.27% | 0.48% | Q2 2015 | Q3 2017 | 6 |
First Personal Financial Services | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 6 |
Diversified Portfolios, Inc. | 6 | 6 | 0.06% | 0.53% | 0.91% | Q2 2022 | Q3 2023 | 6 |
Hamilton Capital, LLC | 6 | 6 | 0.04% | 4.64% | 5.84% | Q2 2022 | Q3 2023 | 6 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 6 | 6 | 3.43% | 3.78% | 4.12% | Q2 2022 | Q3 2023 | 6 |
Ilmarinen Mutual Pension Insurance Co | 5 | 1 | 0.53% | 0.78% | 1.84% | Q3 2019 | Q3 2021 | 6 |
Rain Capital Management, LLC | 6 | 6 | 3.11% | 4.77% | 8.64% | Q2 2022 | Q3 2023 | 6 |
Bristlecone Advisors, LLC | 4 | 1 | 0.00% | 0.30% | 0.54% | Q4 2015 | Q1 2023 | 6 |
Kelman-Lazarov, Inc. | 6 | 6 | 0.08% | 0.42% | 0.72% | Q2 2022 | Q3 2023 | 6 |
Yellowstone Partners, LLC | 4 | 2 | 0.11% | 0.47% | 0.99% | Q1 2015 | Q3 2016 | 6 |
Transform Wealth, LLC | 3 | 1 | 0.02% | 0.07% | 0.12% | Q1 2017 | Q4 2021 | 6 |
FC Advisory LLC | 6 | 6 | 0.26% | 0.31% | 0.35% | Q3 2022 | Q4 2023 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 1.28% | 2.24% | 4.88% | Q2 2022 | Q3 2023 | 6 |
RGT Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.15% | 0.21% | Q3 2016 | Q3 2022 | 6 |
NORTHWEST WEALTH MANAGEMENT, LLC | 6 | 6 | 0.47% | 1.26% | 1.77% | Q2 2022 | Q3 2023 | 6 |
Fieldpoint Private Securities, LLC | 4 | 1 | 0.00% | 0.33% | 0.68% | Q1 2017 | Q2 2022 | 6 |
Capital Bank & Trust Co | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q2 2021 | 6 |
Spearhead Capital Advisors, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2022 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Claybrook Capital, LLC | 4 | 2 | 0.11% | 0.14% | 0.17% | Q4 2017 | Q4 2019 | 6 |
Red Cedar Capital, LLC | 6 | 6 | 0.74% | 0.93% | 1.10% | Q3 2021 | Q4 2022 | 6 |
Mangham Associates,LLC | 6 | 6 | 0.43% | 0.76% | 1.05% | Q2 2022 | Q3 2023 | 6 |
Requisite Capital Management, LLC | 5 | 1 | 0.01% | 0.06% | 0.09% | Q1 2019 | Q1 2022 | 6 |
Newport Wealth Strategies, Inc. | 6 | 6 | 0.58% | 1.02% | 1.35% | Q2 2020 | Q3 2021 | 6 |
Resource Management, LLC | 5 | 1 | 0.03% | 0.19% | 1.00% | Q1 2020 | Q4 2021 | 6 |
Cooper Financial Group | 6 | 6 | 0.34% | 0.44% | 0.58% | Q2 2022 | Q3 2023 | 6 |
Global Strategic Investment Solutions, LLC | 6 | 6 | 0.08% | 0.28% | 0.41% | Q3 2019 | Q4 2020 | 6 |
Strategic Blueprint, LLC | 5 | 1 | 0.01% | 0.15% | 0.25% | Q2 2021 | Q3 2023 | 6 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.06% | 0.63% | 3.08% | Q1 2020 | Q3 2023 | 6 |
Wealth Alliance | 6 | 6 | 0.11% | 0.21% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Blueprint Investment Partners LLC | 6 | 6 | 0.39% | 0.49% | 0.65% | Q4 2021 | Q1 2023 | 6 |
Paragon Advisors, LLC | 6 | 6 | 0.10% | 0.21% | 0.40% | Q2 2021 | Q3 2022 | 6 |
BHF RG Capital Inc. | 6 | 6 | 1.71% | 2.98% | 5.38% | Q4 2019 | Q1 2021 | 6 |
BALLAST ADVISORS LLC | 4 | 2 | 0.04% | 0.14% | 0.24% | Q4 2019 | Q3 2023 | 6 |
Keebeck Wealth Management, LLC | 6 | 6 | 0.93% | 1.49% | 1.88% | Q2 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.05% | 0.14% | Q4 2019 | Q1 2021 | 6 |
MTM Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 2 | 1 | 0.06% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 6 |
Prosperity Planning, Inc. | 6 | 6 | 0.28% | 0.34% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.27% | 0.30% | 0.34% | Q4 2020 | Q1 2022 | 6 |
Curi Wealth Management, LLC | 5 | 1 | 0.01% | 0.13% | 0.65% | Q4 2020 | Q4 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Granby Capital Management, LLC | 6 | 6 | 3.40% | 3.86% | 4.42% | Q4 2020 | Q1 2022 | 6 |
RIDGECREST WEALTH PARTNERS, LLC | 6 | 6 | 0.20% | 2.87% | 5.63% | Q2 2021 | Q3 2022 | 6 |
Gitterman Wealth Management, LLC | 6 | 6 | 0.96% | 2.51% | 6.71% | Q1 2021 | Q2 2022 | 6 |
Cornerstone Wealth Advisors, Inc. | 6 | 6 | 0.79% | 11.20% | 14.07% | Q1 2021 | Q2 2022 | 6 |
Pallas Capital Advisors LLC | 5 | 1 | 0.99% | 1.50% | 1.97% | Q1 2022 | Q3 2023 | 6 |
Blue Barn Wealth, LLC | 6 | 6 | 0.27% | 0.47% | 0.79% | Q2 2021 | Q3 2022 | 6 |
NorthCrest Asset Manangement, LLC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 6 |
Badgley Phelps Wealth Managers, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Stone Asset Management Inc. | 6 | 6 | 0.16% | 0.33% | 0.44% | Q4 2021 | Q1 2023 | 6 |
American Trust | 5 | 1 | 0.17% | 0.22% | 0.33% | Q4 2021 | Q3 2023 | 6 |
Sandy Cove Advisors, LLC | 6 | 6 | 0.28% | 0.37% | 0.43% | Q4 2021 | Q1 2023 | 6 |
Forum Private Client Group LLC | 6 | 6 | 1.45% | 1.87% | 2.16% | Q1 2022 | Q2 2023 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 1.86% | 2.20% | 2.46% | Q4 2021 | Q1 2023 | 6 |
Coury Firm Asset Management LLC | 5 | 1 | 0.58% | 5.47% | 9.76% | Q4 2021 | Q2 2023 | 6 |
Fortitude Advisory Group L.L.C. | 6 | 6 | 0.15% | 0.20% | 0.26% | Q4 2021 | Q1 2023 | 6 |
Seaside Wealth Management, Inc. | 6 | 6 | 3.60% | 3.99% | 4.39% | Q2 2022 | Q3 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 1.05% | 1.34% | 1.54% | Q2 2022 | Q3 2023 | 6 |
CYPRESS FINANCIAL PLANNING LLC | 6 | 6 | 6.47% | 7.90% | 9.22% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.06% | 0.14% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.31% | 0.41% | 0.68% | Q2 2022 | Q3 2023 | 6 |
FINANCIAL ADVISORY PARTNERS, LLC | 6 | 6 | 0.11% | 0.66% | 2.88% | Q4 2021 | Q1 2023 | 6 |
PLANNING ALTERNATIVES LTD /ADV | 6 | 6 | 0.57% | 0.63% | 0.70% | Q4 2014 | Q1 2016 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.92% | 0.96% | 1.00% | Q2 2013 | Q3 2014 | 6 |
ARS Investment Partners, LLC | 6 | 6 | 0.37% | 0.72% | 0.98% | Q4 2016 | Q1 2018 | 6 |
TCW GROUP INC | 6 | 6 | 0.07% | 0.08% | 0.08% | Q4 2016 | Q1 2018 | 6 |
BTR CAPITAL MANAGEMENT INC | 6 | 6 | 1.04% | 1.65% | 2.60% | Q2 2021 | Q3 2022 | 6 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 2 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q4 2022 | 6 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.03% | Q2 2022 | Q3 2023 | 6 |
WELLINGTON MANAGEMENT GROUP LLP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.13% | 0.22% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Pinnacle Wealth Planning Services, Inc. | 3 | 1 | 0.01% | 0.16% | 0.64% | Q4 2017 | Q3 2022 | 5 |
Anfield Capital Management, LLC | 4 | 1 | 0.08% | 0.22% | 0.58% | Q4 2019 | Q2 2021 | 5 |
Trinity Financial Advisors LLC | 5 | 5 | 0.14% | 1.89% | 4.94% | Q4 2020 | Q4 2021 | 5 |
Aurora Private Wealth, Inc. | 5 | 5 | 0.85% | 1.98% | 2.85% | Q3 2021 | Q3 2022 | 5 |
Royal Fund Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 5 |
Capital Market Strategies LLC | 5 | 5 | 0.22% | 0.30% | 0.34% | Q4 2021 | Q4 2022 | 5 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q4 2018 | 5 |
COMERICA SECURITIES INC | 5 | 5 | 0.03% | 0.08% | 0.11% | Q4 2017 | Q4 2018 | 5 |
Miller Investment Management, LP | 5 | 5 | 0.16% | 0.21% | 0.25% | Q2 2013 | Q2 2014 | 5 |
Robertson Stephens Wealth Management, LLC | 3 | 1 | 0.02% | 0.25% | 0.48% | Q2 2019 | Q3 2023 | 5 |
F3Logic, LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q1 2021 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.06% | 0.08% | 0.15% | Q3 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 5 |
MGO Private Wealth, LLC | 5 | 5 | 0.70% | 1.38% | 2.26% | Q3 2022 | Q3 2023 | 5 |
EQUITY INVESTMENT CORP | 5 | 5 | 0.10% | 0.11% | 0.13% | Q3 2022 | Q3 2023 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2021 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.09% | 0.53% | 0.84% | Q4 2021 | Q4 2022 | 5 |
CAPSTONE ASSET MANAGEMENT CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
Marks Group Wealth Management, Inc | 3 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 5 |
Modus Advisors, LLC | 5 | 5 | 1.35% | 1.72% | 1.84% | Q4 2022 | Q4 2023 | 5 |
Spears Abacus Advisors LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.02% | 0.04% | 0.12% | Q1 2017 | Q1 2018 | 5 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
55I, LLC | 4 | 1 | 0.01% | 0.03% | 0.10% | Q4 2019 | Q1 2022 | 5 |
Wealthfront Advisers LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
Trevian Wealth Management LLC | 5 | 5 | 0.69% | 1.90% | 2.49% | Q4 2021 | Q4 2022 | 5 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 5 | 5 | 0.08% | 0.10% | 0.12% | Q1 2021 | Q1 2022 | 5 |
Haverford Trust Co | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q1 2023 | 5 |
Cordatus Wealth Management LLC | 3 | 2 | 0.68% | 1.60% | 3.83% | Q4 2020 | Q1 2022 | 5 |
RiverGlades Family Offices LLC | 3 | 2 | 0.22% | 0.36% | 0.55% | Q4 2021 | Q3 2023 | 5 |
MBM Wealth Consultants, LLC | 4 | 1 | 0.01% | 3.27% | 4.21% | Q4 2018 | Q1 2022 | 5 |
Foresight Wealth Management, LLC | 5 | 5 | 0.10% | 0.15% | 0.17% | Q2 2019 | Q2 2020 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.05% | 0.10% | 0.15% | Q4 2016 | Q4 2017 | 5 |
Cadence Bank | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Cornerstone Advisory, LLC | 5 | 5 | 0.06% | 0.12% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.08% | 0.15% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Westwind Capital | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 5 | 5 | 0.19% | 0.21% | 0.23% | Q4 2020 | Q4 2021 | 5 |
Savant Capital, LLC | 5 | 5 | 0.04% | 0.08% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Asset Management Resources, LLC | 5 | 5 | 1.24% | 4.62% | 9.15% | Q4 2021 | Q4 2022 | 5 |
HARRELL INVESTMENT PARTNERS, LLC | 5 | 5 | 0.37% | 0.39% | 0.43% | Q1 2021 | Q1 2022 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Peak Capital Management LLC | 5 | 5 | 0.76% | 0.88% | 1.18% | Q1 2019 | Q1 2020 | 5 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 5 | 5 | 0.09% | 0.12% | 0.14% | Q4 2020 | Q4 2021 | 5 |
Triton Wealth Management, PLLC | 5 | 5 | 0.34% | 0.58% | 1.08% | Q1 2020 | Q1 2021 | 5 |
Shearwater Capital LLC | 5 | 5 | 0.30% | 0.33% | 0.37% | Q4 2021 | Q4 2022 | 5 |
Index Fund Advisors, Inc. | 5 | 5 | 0.09% | 0.12% | 0.18% | Q4 2021 | Q4 2022 | 5 |
CHILTON INVESTMENT CO INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Gryphon Financial Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q4 2019 | 5 |
Swift Run Capital | 4 | 1 | 0.38% | 0.83% | 1.09% | Q1 2018 | Q4 2020 | 5 |
Darwin Wealth Management, LLC | 2 | 1 | 0.01% | 0.27% | 0.55% | Q3 2017 | Q1 2021 | 5 |
MAYPORT, LLC | 5 | 5 | 0.19% | 0.24% | 0.27% | Q3 2022 | Q3 2023 | 5 |
Private Portfolio Partners LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
BerganKDV Wealth Management, LLC | 5 | 5 | 3.58% | 3.73% | 4.01% | Q2 2022 | Q2 2023 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Arkadios Wealth Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 5 |
PRIVATE MANAGEMENT GROUP INC | 5 | 5 | 0.05% | 0.59% | 1.37% | Q3 2022 | Q3 2023 | 5 |
Pathway Financial Advisors LLC | 5 | 5 | 0.29% | 3.78% | 6.84% | Q4 2017 | Q4 2018 | 5 |
Mengis Capital Management, Inc. | 5 | 5 | 0.05% | 0.24% | 0.35% | Q1 2021 | Q1 2022 | 5 |
Virtus Family Office LLC | 5 | 5 | 0.72% | 1.00% | 1.45% | Q3 2022 | Q3 2023 | 5 |
Wealth Advisory Solutions, LLC | 5 | 5 | 0.10% | 0.45% | 0.66% | Q4 2019 | Q4 2020 | 5 |
VERUS CAPITAL PARTNERS, LLC | 3 | 2 | 0.32% | 0.41% | 0.61% | Q4 2019 | Q3 2023 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.38% | 0.57% | 0.86% | Q3 2015 | Q3 2016 | 5 |
MACRO Consulting Group | 5 | 5 | 0.43% | 0.47% | 0.50% | Q2 2020 | Q2 2021 | 5 |
FOUNDERS BANK & TRUST | 5 | 5 | 0.89% | 1.76% | 2.04% | Q4 2013 | Q4 2014 | 5 |
DIVIDEND ASSETS CAPITAL, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
MILLIE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.27% | 0.32% | 0.37% | Q3 2016 | Q3 2017 | 5 |
Varma Mutual Pension Insurance Co | 5 | 5 | 1.41% | 1.98% | 2.31% | Q3 2022 | Q3 2023 | 5 |
KELLEHER FINANCIAL ADVISORS | 5 | 5 | 0.97% | 1.73% | 2.27% | Q3 2021 | Q3 2022 | 5 |
FARR MILLER & WASHINGTON LLC/DC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.22% | 0.26% | 0.29% | Q4 2022 | Q4 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q4 2023 | 5 |
Horan Capital Advisors, LLC. | 4 | 1 | 0.02% | 0.50% | 0.69% | Q3 2017 | Q3 2023 | 5 |
QUADRANT CAPITAL GROUP LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 5 |
MIDDLETON & CO INC/MA | 5 | 5 | 1.26% | 1.77% | 3.01% | Q3 2022 | Q3 2023 | 5 |
Evolution Wealth Advisors, LLC | 5 | 5 | 0.33% | 0.35% | 0.39% | Q3 2022 | Q3 2023 | 5 |
Relative Value Partners Group, LLC | 5 | 5 | 0.05% | 0.11% | 0.17% | Q3 2022 | Q3 2023 | 5 |
MOODY NATIONAL BANK TRUST DIVISION | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 5 |
Independent Wealth Network Inc. | 5 | 5 | 0.36% | 0.39% | 0.42% | Q3 2021 | Q3 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.41% | 0.43% | 0.45% | Q3 2022 | Q3 2023 | 5 |
Fiduciary Group LLC | 4 | 1 | 0.04% | 0.48% | 0.63% | Q4 2017 | Q3 2023 | 5 |
Ellevest, Inc. | 5 | 5 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q1 2022 | 5 |
Benchmark Investment Advisors LLC | 5 | 5 | 0.28% | 0.31% | 0.33% | Q4 2021 | Q4 2022 | 5 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 4 | 1 | 0.08% | 0.12% | 0.20% | Q2 2016 | Q1 2018 | 5 |
SWISS RE LTD | 5 | 5 | 6.28% | 7.07% | 8.12% | Q2 2017 | Q2 2018 | 5 |
Great Lakes Retirement, Inc. | 3 | 2 | 0.18% | 0.36% | 0.68% | Q4 2019 | Q3 2023 | 5 |
COWA, LLC | 5 | 5 | 0.15% | 0.23% | 0.40% | Q4 2020 | Q4 2021 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 5 |
TCG Advisory Services, LLC | 3 | 1 | 0.10% | 0.40% | 0.54% | Q1 2021 | Q3 2023 | 5 |
Sightline Wealth Advisors, LLC | 5 | 5 | 0.91% | 1.59% | 1.88% | Q3 2022 | Q3 2023 | 5 |
Rotella Capital Management, Inc. | 5 | 5 | 1.36% | 2.59% | 3.66% | Q4 2013 | Q4 2014 | 5 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.09% | 0.34% | Q4 2017 | Q2 2019 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.08% | 0.24% | Q4 2019 | Q2 2022 | 5 |
Minot Wealth Management LLC | 5 | 5 | 0.05% | 0.07% | 0.10% | Q3 2020 | Q3 2021 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 5 |
ARS Wealth Advisors Group, LLC | 5 | 5 | 1.34% | 2.32% | 3.27% | Q3 2021 | Q3 2022 | 5 |
Cerro Pacific Wealth Advisors LLC | 4 | 1 | 0.20% | 0.48% | 0.93% | Q4 2020 | Q1 2022 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 5.07% | 5.97% | 6.95% | Q4 2013 | Q4 2014 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.04% | 0.08% | 0.11% | Q4 2021 | Q4 2022 | 5 |
AdvicePeriod, LLC | 5 | 5 | 0.08% | 0.17% | 0.47% | Q2 2020 | Q2 2021 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.13% | 0.63% | 1.08% | Q2 2013 | Q2 2014 | 5 |
Roof Eidam Maycock Peralta, LLC | 5 | 5 | 0.12% | 0.59% | 2.38% | Q2 2016 | Q2 2017 | 5 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2020 | 5 |
Better Money Decisions, LLC | 3 | 1 | 0.12% | 0.24% | 0.33% | Q1 2021 | Q2 2023 | 5 |
REGENTATLANTIC CAPITAL LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 5 |
HALL LAURIE J TRUSTEE | 4 | 1 | 0.07% | 0.07% | 0.08% | Q3 2020 | Q3 2023 | 5 |
Stolper Co | 5 | 5 | 0.18% | 0.21% | 0.24% | Q2 2020 | Q2 2021 | 5 |
Ipswich Investment Management Co., Inc. | 4 | 1 | 0.00% | 0.09% | 0.18% | Q4 2018 | Q4 2022 | 5 |
Farmers National Bank | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 5 |
Corient Private Wealth LLC | 4 | 4 | 0.22% | 0.29% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Japan Science & Technology Agency | 4 | 4 | 19.63% | 21.77% | 26.70% | Q4 2022 | Q3 2023 | 4 |
FREEDOM WEALTH ALLIANCE, LLC | 4 | 4 | 0.35% | 0.45% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Sumitomo Mitsui Trust Holdings, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 1.97% | 2.08% | 2.16% | Q4 2022 | Q3 2023 | 4 |
Onyx Bridge Wealth Group LLC | 4 | 4 | 0.21% | 0.28% | 0.30% | Q1 2021 | Q4 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.07% | 0.10% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Vanguard Personalized Indexing Management, LLC | 4 | 4 | 0.15% | 0.28% | 0.46% | Q2 2020 | Q1 2021 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.47% | 0.60% | 0.83% | Q4 2022 | Q3 2023 | 4 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 4 |
MOSELEY INVESTMENT MANAGEMENT INC | 4 | 4 | 0.14% | 0.28% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Cahill Wealth Management, LLC | 4 | 4 | 0.30% | 0.31% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Savior LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Lansing Street Advisors | 4 | 4 | 0.50% | 1.24% | 1.58% | Q3 2022 | Q2 2023 | 4 |
Kingfisher Capital LLC | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2020 | Q3 2021 | 4 |
Sage Investment Advisers LLC | 4 | 4 | 0.46% | 2.04% | 3.68% | Q4 2021 | Q3 2022 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2017 | 4 |
WELCH & FORBES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Armbruster Capital Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
BKA Wealth Consulting, Inc. | 4 | 4 | 1.90% | 3.82% | 4.81% | Q1 2022 | Q4 2022 | 4 |
KLK CAPITAL MANAGEMENT LLC | 4 | 4 | 7.33% | 9.27% | 10.10% | Q2 2021 | Q1 2022 | 4 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
Econ Financial Services Corp | 3 | 1 | 0.49% | 2.00% | 2.88% | Q4 2021 | Q3 2023 | 4 |
Mason & Associates Inc | 4 | 4 | 0.08% | 1.99% | 4.53% | Q4 2021 | Q3 2022 | 4 |
Westover Capital Advisors, LLC | 3 | 1 | 0.16% | 1.03% | 1.36% | Q4 2016 | Q3 2023 | 4 |
Wealthsimple Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Simplicity Wealth,LLC | 4 | 4 | 2.37% | 3.03% | 3.92% | Q4 2021 | Q3 2022 | 4 |
Emery Howard Portfolio Management, Inc. | 2 | 2 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q4 2021 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2022 | 4 |
Pinnacle Advisory Group, Inc. | 4 | 4 | 0.01% | 0.46% | 1.79% | Q2 2020 | Q1 2021 | 4 |
WULFF, HANSEN & CO. | 3 | 1 | 1.92% | 2.28% | 2.79% | Q4 2021 | Q4 2022 | 4 |
Roger Wittlin Investment Advisory, LLC | 3 | 1 | 0.40% | 0.45% | 0.48% | Q2 2022 | Q2 2023 | 4 |
Stuart Chaussee & Associates, Inc. | 4 | 4 | 0.06% | 1.78% | 6.91% | Q1 2017 | Q4 2017 | 4 |
Forbes Financial Planning, Inc. | 3 | 1 | 1.10% | 3.87% | 6.86% | Q4 2021 | Q3 2023 | 4 |
Global Endowment Management, LP | 4 | 4 | 0.82% | 1.16% | 1.45% | Q2 2020 | Q1 2021 | 4 |
CONNABLE OFFICE INC | 4 | 4 | 1.38% | 3.37% | 6.00% | Q4 2022 | Q3 2023 | 4 |
Clear Perspectives Financial Planning, LLC | 4 | 4 | 0.62% | 3.43% | 5.88% | Q1 2021 | Q4 2021 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.37% | 0.47% | 0.53% | Q4 2021 | Q3 2022 | 4 |
HUTCHENS INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.72% | 1.06% | Q1 2017 | Q4 2017 | 4 |
USCA RIA LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q2 2017 | Q1 2018 | 4 |
TDAM USA INC. | 4 | 4 | 0.02% | 0.11% | 0.32% | Q3 2013 | Q2 2014 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Tandem Wealth Advisors LLC | 4 | 4 | 7.52% | 7.75% | 7.88% | Q4 2022 | Q3 2023 | 4 |
Altus Wealth Group LLC | 4 | 4 | 0.27% | 0.43% | 0.78% | Q4 2022 | Q3 2023 | 4 |
RAYNER & HAYNOR | 4 | 4 | 3.51% | 3.62% | 3.73% | Q4 2013 | Q3 2014 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.01% | 0.16% | 0.32% | Q2 2015 | Q1 2016 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 1.20% | 1.32% | 1.44% | Q2 2022 | Q1 2023 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.38% | 0.41% | 0.44% | Q4 2022 | Q3 2023 | 4 |
InterOcean Capital, LLC | 4 | 4 | 0.08% | 0.39% | 0.56% | Q3 2019 | Q2 2020 | 4 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 4 | 4 | 3.90% | 5.75% | 7.52% | Q4 2021 | Q3 2022 | 4 |
CYPRESS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.98% | 1.31% | 1.57% | Q4 2021 | Q3 2022 | 4 |
First Farmers & Merchants Bank / Trust | 4 | 4 | 1.14% | 1.25% | 1.32% | Q4 2021 | Q3 2022 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.25% | 0.28% | 0.31% | Q4 2020 | Q3 2021 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.08% | 0.33% | Q1 2022 | Q3 2023 | 4 |
Scott Capital Advisors, LLC | 4 | 4 | 0.14% | 0.21% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Pillar Wealth Advisors, LLC | 4 | 4 | 0.39% | 0.42% | 0.46% | Q4 2022 | Q3 2023 | 4 |
FOREFRONT WEALTH MANAGEMENT INC. | 4 | 4 | 2.30% | 2.63% | 3.03% | Q4 2021 | Q3 2022 | 4 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 4 | 4 | 0.04% | 0.09% | 0.13% | Q4 2021 | Q3 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2022 | 4 |
Highview Capital Management LLC/DE/ | 4 | 4 | 0.54% | 1.80% | 2.31% | Q4 2021 | Q3 2022 | 4 |
NINE MASTS CAPITAL Ltd | 4 | 4 | 0.62% | 0.83% | 1.13% | Q2 2016 | Q1 2017 | 4 |
Greystone Financial Group, LLC | 3 | 1 | 0.06% | 2.22% | 4.61% | Q4 2020 | Q1 2023 | 4 |
St. James Investment Advisors, LLC | 3 | 1 | 0.87% | 2.92% | 4.41% | Q4 2021 | Q4 2022 | 4 |
Cunning Capital Partners, LP | 4 | 4 | 0.19% | 0.24% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Equinox Institutional Asset Management, LP | 4 | 4 | 28.47% | 29.15% | 29.40% | Q4 2015 | Q3 2016 | 4 |
Schaeffer Financial LLC | 4 | 4 | 13.28% | 19.48% | 22.55% | Q4 2021 | Q3 2022 | 4 |
WEST BANCORPORATION INC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 4 |
ADE, LLC | 4 | 4 | 0.69% | 0.72% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Boyd Wealth Management, LLC | 4 | 4 | 0.24% | 0.37% | 0.64% | Q2 2022 | Q1 2023 | 4 |
Formidable Asset Management, LLC | 2 | 2 | 0.03% | 0.06% | 0.08% | Q4 2015 | Q3 2020 | 4 |
Activest Wealth Management | 3 | 1 | 0.06% | 0.09% | 0.13% | Q3 2022 | Q3 2023 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.00% | 0.03% | 0.11% | Q1 2015 | Q4 2015 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Erickson Financial Group, LLC | 4 | 4 | 3.50% | 3.74% | 3.93% | Q4 2021 | Q3 2022 | 4 |
Wunderlich Capital Managemnt | 4 | 4 | 2.34% | 2.47% | 2.64% | Q4 2022 | Q3 2023 | 4 |
Tidal Investments LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
SALEM CAPITAL MANAGEMENT INC | 4 | 4 | 0.23% | 0.55% | 1.30% | Q3 2020 | Q2 2021 | 4 |
Knuff & Co LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q1 2021 | 4 |
KDI CAPITAL PARTNERS LLC | 3 | 1 | 0.16% | 1.53% | 2.10% | Q4 2016 | Q4 2017 | 4 |
Bienville Capital Management, LLC | 3 | 1 | 0.02% | 0.16% | 0.50% | Q3 2016 | Q3 2021 | 4 |
Benedetti & Gucer, Inc. | 4 | 4 | 0.26% | 0.31% | 0.33% | Q1 2021 | Q4 2021 | 4 |
TNF LLC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q3 2021 | Q2 2022 | 4 |
KING STREET CAPITAL MANAGEMENT, L.P. | 2 | 1 | 3.53% | 28.86% | 59.04% | Q1 2020 | Q3 2023 | 4 |
Heritage Financial Services, LLC | 4 | 4 | 1.10% | 1.21% | 1.39% | Q4 2021 | Q3 2022 | 4 |
FIDUCIENT ADVISORS LLC | 4 | 4 | 0.25% | 0.47% | 0.97% | Q4 2022 | Q3 2023 | 4 |
CUTLER INVESTMENT COUNSEL LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Advisors Asset Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Port Capital LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q4 2018 | 4 |
Principle Wealth Partners LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
MCDONALD PARTNERS LLC | 4 | 4 | 0.02% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Evensky & Katz LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 4 |
Winthrop Advisory Group LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q1 2022 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.79% | 1.48% | 1.78% | Q4 2017 | Q3 2018 | 4 |
Frisch Financial Group, Inc. | 4 | 4 | 0.08% | 0.10% | 0.15% | Q1 2022 | Q4 2022 | 4 |
OneAscent Financial Services LLC | 4 | 4 | 0.09% | 0.13% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.06% | 0.07% | 0.07% | Q1 2010 | Q3 2023 | 4 |
Clal Insurance Enterprises Holdings Ltd | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q3 2015 | 4 |
Mission Creek Capital Partners, Inc. | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
CITY HOLDING CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Optimum Quantvest Corp | 4 | 4 | 12.52% | 12.97% | 13.53% | Q4 2019 | Q3 2020 | 4 |
Keel Point, LLC | 4 | 4 | 0.22% | 0.24% | 0.29% | Q2 2020 | Q1 2021 | 4 |
Shone Asset Management LLC | 4 | 4 | 0.33% | 0.40% | 0.49% | Q1 2020 | Q4 2020 | 4 |
BANK OF STOCKTON | 3 | 1 | 0.20% | 0.35% | 0.46% | Q2 2013 | Q4 2017 | 4 |
WOODSTOCK CORP | 4 | 4 | 0.05% | 0.17% | 0.36% | Q1 2015 | Q4 2015 | 4 |
Walleye Trading LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 4 |
Southeast Asset Advisors Inc. | 2 | 2 | 0.04% | 0.12% | 0.21% | Q4 2020 | Q3 2023 | 4 |
Legacy Financial Strategies, LLC | 4 | 4 | 0.23% | 0.45% | 0.64% | Q4 2017 | Q3 2018 | 4 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.10% | 0.32% | Q4 2017 | Q3 2023 | 4 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2021 | 4 |
Pasadena Private Wealth, LLC | 4 | 4 | 4.45% | 6.01% | 7.60% | Q4 2020 | Q3 2021 | 4 |
Barnett & Company, Inc. | 4 | 4 | 0.08% | 0.09% | 0.09% | Q1 2019 | Q4 2019 | 4 |
Avondale Wealth Management | 4 | 4 | 0.08% | 0.14% | 0.17% | Q4 2017 | Q3 2018 | 4 |
GFS Advisors, LLC | 4 | 4 | 0.12% | 0.13% | 0.17% | Q3 2021 | Q2 2022 | 4 |
CEDAR HILL ASSOCIATES, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q2 2018 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.55% | 1.07% | 1.48% | Q4 2022 | Q3 2023 | 4 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 2 | 2 | 0.26% | 0.32% | 0.38% | Q2 2022 | Q3 2023 | 4 |
Personal Wealth Partners | 3 | 1 | 0.07% | 0.08% | 0.08% | Q2 2019 | Q2 2021 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.33% | 0.34% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Trellis Wealth Advisors LLC | 4 | 4 | 1.29% | 2.10% | 2.47% | Q4 2022 | Q3 2023 | 4 |
Poplar Forest Capital LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Pioneer Wealth Management Group | 4 | 4 | 2.65% | 5.24% | 6.80% | Q4 2022 | Q3 2023 | 4 |
CX Institutional | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 2.14% | 2.37% | 2.61% | Q4 2022 | Q3 2023 | 4 |
Tillman Hartley LLC | 4 | 4 | 0.17% | 0.18% | 0.18% | Q4 2022 | Q3 2023 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.19% | 0.24% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.07% | 1.36% | 2.68% | Q4 2017 | Q3 2018 | 4 |
Sheets Smith Investment Management | 2 | 1 | 0.32% | 3.88% | 8.45% | Q4 2020 | Q4 2022 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 1.01% | 1.11% | 1.28% | Q4 2022 | Q3 2023 | 4 |
BANK OF KOREA | 4 | 4 | 71.46% | 71.84% | 72.38% | Q4 2022 | Q3 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.38% | 0.54% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 1.48% | 1.65% | 1.82% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 2.90% | 4.43% | 5.87% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.62% | 2.21% | 3.12% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Marietta Wealth Management, LLC | 4 | 4 | 0.40% | 0.44% | 0.50% | Q4 2022 | Q3 2023 | 4 |
tru Independence LLC | 2 | 1 | 0.05% | 0.06% | 0.10% | Q4 2019 | Q2 2021 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 1.05% | 1.90% | 2.68% | Q4 2022 | Q3 2023 | 4 |
Great Waters Wealth Management | 4 | 4 | 0.06% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.13% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.04% | 0.06% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 1.53% | 1.73% | 2.15% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.59% | 2.82% | 6.34% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 3.05% | 3.21% | 3.52% | Q4 2022 | Q3 2023 | 4 |
Beaumont Capital Management, LLC | 4 | 4 | 1.02% | 1.23% | 1.43% | Q4 2022 | Q3 2023 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.22% | 0.82% | 1.04% | Q4 2019 | Q3 2020 | 4 |
USAdvisors Wealth Management, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q1 2021 | Q4 2021 | 4 |
Retirement Investment Advisors, Inc. | 4 | 4 | 0.36% | 0.87% | 1.50% | Q4 2022 | Q3 2023 | 4 |
Connecticut Wealth Management, LLC | 3 | 1 | 0.02% | 0.69% | 0.94% | Q3 2022 | Q3 2023 | 4 |
Hilltop Partners LLC | 4 | 4 | 0.64% | 5.96% | 19.99% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.14% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Meredith Wealth Planning | 4 | 4 | 1.31% | 1.54% | 1.84% | Q4 2022 | Q3 2023 | 4 |
REDW Wealth LLC | 4 | 4 | 0.62% | 0.80% | 0.93% | Q4 2022 | Q3 2023 | 4 |
Schechter Investment Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.56% | 0.89% | 1.18% | Q4 2022 | Q3 2023 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 0.23% | 0.56% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Essential Planning, LLC. | 4 | 4 | 0.41% | 0.80% | 1.67% | Q4 2022 | Q3 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.17% | 0.20% | 0.24% | Q4 2018 | Q3 2019 | 4 |
Regal Wealth Group, Inc. | 3 | 3 | 1.71% | 4.45% | 5.94% | Q1 2023 | Q3 2023 | 3 |
Leelyn Smith, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Jacobsen Capital Management | 3 | 3 | 1.01% | 1.08% | 1.20% | Q1 2023 | Q3 2023 | 3 |
CNB Bank | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Alaska Wealth Advisors | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q3 2019 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.07% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
FINANCIAL LIFE ADVISORS | 3 | 3 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q2 2023 | 3 |
Northwest Capital Management Inc | 2 | 1 | 0.00% | 0.05% | 0.15% | Q2 2021 | Q3 2023 | 3 |
PFG Private Wealth Management, LLC | 3 | 3 | 0.06% | 3.10% | 4.66% | Q4 2021 | Q2 2022 | 3 |
XML Financial, LLC | 2 | 1 | 0.02% | 0.80% | 2.35% | Q2 2022 | Q2 2023 | 3 |
CERTUITY, LLC | 2 | 1 | 0.03% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 3 |
SPRENG CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.19% | 0.21% | 0.25% | Q4 2020 | Q2 2021 | 3 |
Relaxing Retirement Coach | 3 | 3 | 0.09% | 0.35% | 0.70% | Q4 2017 | Q2 2018 | 3 |
LPWM LLC | 2 | 1 | 0.14% | 0.18% | 0.27% | Q4 2019 | Q1 2022 | 3 |
Quadrant Private Wealth Management, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q4 2021 | 3 |
TRUEWEALTH LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
HOHIMER WEALTH MANAGEMENT, LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2022 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.07% | 0.19% | 0.26% | Q1 2021 | Q1 2023 | 3 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 3 | 3 | 0.38% | 0.52% | 0.76% | Q2 2017 | Q4 2017 | 3 |
SCHRODERS IS Ltd | 3 | 3 | 45.73% | 69.08% | 88.34% | Q2 2022 | Q4 2022 | 3 |
1776 Wealth LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q2 2020 | 3 |
Lake Hills Wealth Management, LLC | 3 | 3 | 0.89% | 2.05% | 4.23% | Q4 2021 | Q2 2022 | 3 |
Greenline Partners, LLC | 3 | 3 | 0.00% | 0.42% | 0.65% | Q1 2023 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Revolve Wealth Partners, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q3 2022 | 3 |
Wealthsimple US, Ltd. | 3 | 3 | 4.08% | 4.20% | 4.27% | Q3 2020 | Q1 2021 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q3 2019 | 3 |
Advisor Resource Council | 1 | 1 | 0.17% | 0.19% | 0.22% | Q2 2021 | Q2 2022 | 3 |
KHP Capital, LLC | 2 | 1 | 0.17% | 0.27% | 0.32% | Q4 2017 | Q3 2018 | 3 |
Matisse Capital | 3 | 3 | 0.19% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 3.00% | 3.49% | 3.87% | Q4 2022 | Q3 2023 | 3 |
WIMMER ASSOCIATES 1, LLC | 3 | 3 | 6.12% | 9.39% | 11.25% | Q3 2020 | Q1 2021 | 3 |
Canal Capital Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EWA, LLC | 3 | 3 | 0.47% | 0.50% | 0.54% | Q1 2023 | Q3 2023 | 3 |
Newman & Schimel, LLC | 3 | 3 | 1.53% | 1.66% | 1.86% | Q2 2022 | Q4 2022 | 3 |
DORCHESTER WEALTH MANAGEMENT Co | 2 | 1 | 0.11% | 0.12% | 0.13% | Q2 2021 | Q1 2022 | 3 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 3 |
Financial Enhancement Group LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Phoenix Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
CT Financial Advisors LLC | 3 | 3 | 0.04% | 0.09% | 0.19% | Q3 2016 | Q1 2017 | 3 |
PEAK FINANCIAL ADVISORS LLC | 3 | 3 | 0.19% | 0.52% | 0.79% | Q3 2022 | Q1 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.46% | 0.58% | 0.69% | Q4 2020 | Q2 2021 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.86% | 1.29% | 1.60% | Q4 2020 | Q2 2021 | 3 |
Addison Advisors LLC | 2 | 1 | 0.02% | 1.19% | 1.79% | Q4 2021 | Q1 2023 | 3 |
ARS Wealth Advisors, LLC | 3 | 3 | 0.30% | 0.71% | 1.01% | Q4 2020 | Q2 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
DESCHAINE & COMPANY, LLC | 3 | 3 | 6.41% | 6.76% | 7.06% | Q4 2014 | Q2 2015 | 3 |
Capital Planning Advisors, LLC | 3 | 3 | 0.11% | 0.17% | 0.23% | Q2 2018 | Q4 2018 | 3 |
Ironwood Financial, llc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2021 | 3 |
NIXON PEABODY TRUST CO | 3 | 3 | 0.12% | 0.40% | 0.88% | Q2 2022 | Q4 2022 | 3 |
SITTNER & NELSON, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.16% | 0.49% | 0.91% | Q3 2021 | Q1 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
CAPE COD FIVE CENTS SAVINGS BANK | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 3 | 0.34% | 0.48% | 0.63% | Q1 2023 | Q3 2023 | 3 |
Piscataqua Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Lauer Wealth, LLC | 3 | 3 | 6.07% | 6.56% | 7.31% | Q1 2023 | Q3 2023 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 2.62% | 2.63% | 2.64% | Q4 2020 | Q2 2021 | 3 |
Joel Isaacson & Co., LLC | 2 | 1 | 0.02% | 0.05% | 0.06% | Q4 2012 | Q2 2017 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.13% | 0.16% | 0.19% | Q1 2023 | Q3 2023 | 3 |
SWM Advisors | 3 | 3 | 0.92% | 1.24% | 1.85% | Q4 2021 | Q2 2022 | 3 |
PENOBSCOT WEALTH MANAGEMENT | 3 | 3 | 0.90% | 0.94% | 0.97% | Q2 2021 | Q4 2021 | 3 |
Penserra Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 3 |
Lifeworks Advisors, LLC | 3 | 3 | 0.18% | 0.20% | 0.24% | Q4 2021 | Q2 2022 | 3 |
Systelligence, LLC | 3 | 3 | 0.85% | 1.44% | 2.19% | Q2 2020 | Q4 2020 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.38% | 0.51% | 0.72% | Q1 2023 | Q3 2023 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
New Century Advisors, LLC | 3 | 3 | 3.77% | 8.78% | 12.66% | Q1 2022 | Q3 2022 | 3 |
Bank OZK | 2 | 1 | 0.08% | 0.16% | 0.28% | Q4 2015 | Q4 2021 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q1 2020 | 3 |
Raub Brock Capital Management LP | 3 | 3 | 0.25% | 2.03% | 3.24% | Q2 2013 | Q4 2013 | 3 |
Conrad Siegel Investment Advisors, Inc. | 3 | 3 | 0.03% | 0.97% | 1.67% | Q4 2021 | Q2 2022 | 3 |
Iowa State Bank | 3 | 3 | 0.06% | 0.08% | 0.08% | Q2 2021 | Q4 2021 | 3 |
TCWP LLC | 3 | 3 | 0.04% | 0.20% | 0.47% | Q4 2021 | Q2 2022 | 3 |
FineMark National Bank & Trust | 2 | 1 | 0.01% | 0.06% | 0.12% | Q2 2016 | Q2 2018 | 3 |
Starfox Financial Services, LLC | 3 | 3 | 0.25% | 3.54% | 10.12% | Q4 2021 | Q2 2022 | 3 |
Angeles Investment Advisors, LLC | 3 | 3 | 0.02% | 1.04% | 2.19% | Q2 2021 | Q4 2021 | 3 |
NTB Financial Corp | 3 | 3 | 0.28% | 0.30% | 0.30% | Q4 2021 | Q2 2022 | 3 |
G2 CAPITAL MANAGEMENT, LLC / OH | 3 | 3 | 2.64% | 5.92% | 9.11% | Q3 2022 | Q1 2023 | 3 |
AFT, FORSYTH & COMPANY, INC. | 3 | 3 | 0.59% | 0.63% | 0.67% | Q3 2020 | Q1 2021 | 3 |
HB Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 3 |
Saba Capital Management, L.P. | 1 | 1 | 0.07% | 0.70% | 1.92% | Q2 2013 | Q1 2015 | 3 |
Bullseye Investment Management, LLC | 3 | 3 | 0.31% | 1.16% | 2.54% | Q1 2023 | Q3 2023 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
CENTRAL BANK OF BRAZIL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 3 |
FinTrust Investment Advisory Services, LLC | 3 | 3 | 0.26% | 0.28% | 0.30% | Q3 2017 | Q1 2018 | 3 |
Sand Hill Global Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q4 2019 | Q2 2020 | 3 |
ANGELES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q3 2022 | 3 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 3 |
Bleakley Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
SSI INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.29% | 0.31% | 0.34% | Q2 2022 | Q4 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
LMCG INVESTMENTS, LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q3 2022 | 3 |
Alberta Investment Management Corp | 3 | 3 | 0.22% | 0.27% | 0.35% | Q1 2020 | Q3 2020 | 3 |
FEDERAL RESERVE BANK OF NEW YORK | 3 | 3 | 17.30% | 20.09% | 25.27% | Q4 2020 | Q2 2021 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 3 |
Rooted Wealth Advisors, Inc. | 3 | 3 | 0.33% | 1.65% | 2.59% | Q1 2023 | Q3 2023 | 3 |
Breakwater Capital Group | 3 | 3 | 0.42% | 0.56% | 0.78% | Q4 2022 | Q2 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 1.14% | 1.17% | 1.20% | Q4 2022 | Q3 2023 | 3 |
McGlone Suttner Wealth Management, Inc. | 3 | 3 | 4.80% | 5.14% | 5.36% | Q4 2022 | Q2 2023 | 3 |
VIAWEALTH, LLC | 3 | 3 | 0.28% | 0.29% | 0.31% | Q1 2023 | Q3 2023 | 3 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 | 3 | 0.12% | 0.52% | 0.81% | Q1 2023 | Q3 2023 | 3 |
Authentikos Wealth Advisory, LLC | 3 | 3 | 0.22% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Midwest Financial Group LLC | 3 | 3 | 0.77% | 2.05% | 4.62% | Q1 2023 | Q3 2023 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 6.31% | 6.43% | 6.63% | Q1 2023 | Q3 2023 | 3 |
PETRA FINANCIAL ADVISORS INC | 2 | 1 | 0.73% | 0.80% | 0.93% | Q4 2022 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.18% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.22% | 0.24% | 0.28% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.66% | 0.68% | 0.72% | Q1 2023 | Q3 2023 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.58% | 0.61% | 0.64% | Q1 2023 | Q3 2023 | 3 |
SPRING CREEK CAPITAL LLC | 3 | 3 | 0.09% | 0.28% | 0.48% | Q2 2018 | Q4 2018 | 3 |
DENVER INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.11% | 0.14% | 0.20% | Q2 2013 | Q4 2013 | 3 |
Dana Investment Advisors, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Perella Weinberg Partners Capital Management LP | 3 | 3 | 1.90% | 2.21% | 2.41% | Q2 2020 | Q4 2020 | 3 |
AMG National Trust Bank | 1 | 1 | 0.02% | 0.04% | 0.08% | Q1 2019 | Q3 2022 | 3 |
FIRST MERCHANTS CORP | 2 | 1 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.33% | 0.69% | Q1 2017 | Q1 2020 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.63% | 0.67% | 0.69% | Q4 2017 | Q4 2018 | 3 |
Cypress Capital Group | 2 | 1 | 0.06% | 0.09% | 0.12% | Q2 2018 | Q1 2021 | 3 |
BOK Financial Private Wealth, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
OTA Financial Group L.P. | 2 | 1 | 0.78% | 1.66% | 2.30% | Q3 2020 | Q1 2022 | 3 |
MUNDER CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
MAPLE SECURITIES USA INC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2014 | Q2 2015 | 3 |
MILES CAPITAL, INC. | 3 | 3 | 0.29% | 0.30% | 0.30% | Q2 2019 | Q4 2019 | 3 |
Overbrook Management Corp | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q2 2022 | 3 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.08% | 0.24% | Q1 2020 | Q2 2023 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
LAU ASSOCIATES LLC | 3 | 3 | 0.48% | 0.51% | 0.55% | Q1 2017 | Q3 2017 | 3 |
ALLIANZ INVESTMENT MANAGEMENT LLC | 3 | 3 | 1.30% | 1.74% | 2.08% | Q3 2017 | Q1 2018 | 3 |
DAVIS R M INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 3 |
VANTAGEPOINT INVESTMENT ADVISERS LLC | 3 | 3 | 3.03% | 3.80% | 4.59% | Q2 2022 | Q4 2022 | 3 |
BREMER TRUST NATIONAL ASSOCIATION | 3 | 3 | 1.40% | 1.73% | 2.04% | Q2 2018 | Q4 2018 | 3 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q1 2020 | 3 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2015 | 3 |
Lindbrook Capital, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Salomon & Ludwin, LLC | 2 | 1 | 0.00% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 3 |
PRUDENT INVESTORS NETWORK, INC. | 3 | 3 | 10.19% | 10.25% | 10.29% | Q1 2023 | Q3 2023 | 3 |
Kozak & Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
ERn Financial, LLC | 3 | 3 | 1.88% | 1.98% | 2.10% | Q3 2021 | Q1 2022 | 3 |
Kore Private Wealth LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 3 |
Core Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Leisure Capital Management | 2 | 2 | 0.29% | 0.32% | 0.34% | Q3 2016 | Q4 2016 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 1.62% | 1.64% | 1.65% | Q4 2014 | Q1 2015 | 2 |
NorthRock Partners, LLC | 2 | 2 | 0.03% | 0.06% | 0.08% | Q3 2019 | Q4 2019 | 2 |
Stiles Financial Services Inc | 2 | 2 | 0.16% | 0.16% | 0.17% | Q3 2022 | Q4 2022 | 2 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 2 |
Braver Wealth Management, LLC | 2 | 2 | 0.76% | 0.83% | 0.90% | Q2 2014 | Q3 2014 | 2 |
IBERIABANK CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
TCG Advisors, LP | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2019 | Q2 2019 | 2 |
SAXON INTERESTS, INC. | 2 | 2 | 0.29% | 0.49% | 0.69% | Q1 2023 | Q2 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.43% | 0.70% | 0.96% | Q4 2021 | Q1 2022 | 2 |
Little Harbor Advisors, LLC | 2 | 2 | 4.94% | 5.03% | 5.12% | Q2 2023 | Q3 2023 | 2 |
Trust Co | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2021 | 2 |
Mirador Capital Partners LP | 2 | 2 | 0.30% | 0.32% | 0.34% | Q4 2017 | Q1 2018 | 2 |
Financial Advisory Group | 2 | 2 | 0.19% | 0.26% | 0.32% | Q2 2013 | Q3 2013 | 2 |
Sovereign Investment Advisors, LLC | 2 | 2 | 0.31% | 0.36% | 0.40% | Q2 2023 | Q3 2023 | 2 |
DeGreen Capital Management LLC | 1 | 1 | 0.49% | 41.68% | 82.88% | Q2 2017 | Q4 2017 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q2 2022 | 2 |
RESOLUTE FINANCIAL, LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q1 2022 | Q2 2022 | 2 |
GODSEY & GIBB, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Elgethun Capital Management | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2014 | Q3 2014 | 2 |
Guardian Wealth Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Coulter & Justus Financial Services, LLC | 2 | 2 | 0.29% | 0.30% | 0.31% | Q4 2022 | Q1 2023 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Highlander Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q2 2019 | 2 |
Hall Kathryn A. | 2 | 2 | 0.36% | 0.43% | 0.49% | Q3 2020 | Q4 2020 | 2 |
Gateway Advisory, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2016 | Q2 2016 | 2 |
Sharkey, Howes & Javer | 1 | 1 | 0.02% | 0.07% | 0.11% | Q1 2015 | Q4 2016 | 2 |
Squarepoint Ops LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 2.27% | 2.41% | 2.55% | Q2 2016 | Q3 2016 | 2 |
CPR Investments Inc. | 2 | 2 | 0.00% | 0.40% | 0.80% | Q4 2021 | Q1 2022 | 2 |
Meristem Family Wealth, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Clear Harbor Asset Management, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2019 | Q1 2020 | 2 |
NorthLanding Financial Partners, LLC | 1 | 1 | 0.16% | 0.24% | 0.31% | Q3 2022 | Q1 2023 | 2 |
Marks Wealth, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2021 | Q2 2021 | 2 |
LifePro Asset Management | 2 | 2 | 0.20% | 0.47% | 0.74% | Q2 2023 | Q3 2023 | 2 |
Quent Capital, LLC | 2 | 2 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Hoxton Financial, Inc. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2015 | Q1 2016 | 2 |
INHERENT GROUP, LP | 1 | 1 | 15.82% | 17.23% | 18.64% | Q1 2020 | Q4 2022 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
FirstPurpose Wealth LLC | 2 | 2 | 0.73% | 0.76% | 0.79% | Q4 2021 | Q1 2022 | 2 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.25% | 0.33% | 0.41% | Q1 2018 | Q3 2018 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.04% | 0.09% | Q3 2015 | Q3 2023 | 2 |
McLean Asset Management Corp | 2 | 2 | 0.68% | 0.70% | 0.71% | Q3 2022 | Q4 2022 | 2 |
Towerpoint Wealth, LLC | 1 | 1 | 0.03% | 0.13% | 0.22% | Q3 2019 | Q2 2022 | 2 |
V Wealth Advisors LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q2 2017 | Q2 2020 | 2 |
Klingman & Associates, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Zions Bancorporation, N.A. | 2 | 2 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q2 2022 | 2 |
WIPFLI FINANCIAL ADVISORS LLC, | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2022 | 2 |
CATALYST FINANCIAL PARTNERS LLC | 2 | 2 | 1.56% | 1.68% | 1.79% | Q4 2022 | Q1 2023 | 2 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.77% | 1.52% | Q1 2014 | Q4 2017 | 2 |
WESPAC Advisors SoCal, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q1 2022 | Q2 2022 | 2 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2018 | 2 |
Cercano Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Ritter Daniher Financial Advisory LLC / DE | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Hefty Wealth Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
GDS Wealth Management | 2 | 2 | 2.05% | 3.03% | 4.01% | Q2 2023 | Q3 2023 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
ENTRUST GLOBAL PARTNERS L L C | 2 | 2 | 2.12% | 2.55% | 2.98% | Q4 2021 | Q1 2022 | 2 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 2 | 2 | 0.08% | 0.10% | 0.13% | Q3 2022 | Q4 2022 | 2 |
Independence Advisors, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q3 2020 | 2 |
Kissinger Financial Services LLC | 2 | 2 | 0.26% | 0.28% | 0.30% | Q1 2017 | Q2 2017 | 2 |
Davis Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Sentinus, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q2 2023 | 2 |
Elequin Capital, LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.14% | 0.20% | 0.26% | Q3 2018 | Q4 2018 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Redwood Wealth Management Group, LLC | 2 | 2 | 0.61% | 0.64% | 0.67% | Q4 2022 | Q1 2023 | 2 |
Sicart Associates LLC | 2 | 2 | 0.27% | 0.28% | 0.28% | Q3 2019 | Q4 2019 | 2 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q1 2019 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.20% | 0.26% | 0.32% | Q1 2017 | Q4 2019 | 2 |
DOVER ADVISORS, LLC | 2 | 2 | 0.22% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Arista Wealth Management, LLC | 2 | 2 | 0.75% | 0.99% | 1.24% | Q4 2022 | Q1 2023 | 2 |
LWMG, LLC | 2 | 2 | 0.09% | 0.28% | 0.47% | Q4 2022 | Q1 2023 | 2 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.18% | 0.19% | 0.20% | Q1 2021 | Q3 2021 | 2 |
STEVENS CAPITAL PARTNERS | 2 | 2 | 0.22% | 1.26% | 2.31% | Q4 2022 | Q1 2023 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q1 2018 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.32% | 0.33% | 0.34% | Q1 2023 | Q2 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
25 LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.30% | 0.66% | 1.02% | Q2 2023 | Q3 2023 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Artemis Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.10% | 0.13% | Q2 2022 | Q3 2022 | 2 |
Shelter Mutual Insurance Co | 2 | 2 | 0.22% | 0.23% | 0.25% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
First County Bank /CT/ | 2 | 2 | 0.57% | 0.59% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 2.84% | 2.92% | 3.00% | Q2 2023 | Q3 2023 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 2.14% | 2.16% | 2.17% | Q2 2023 | Q3 2023 | 2 |
SYKON CAPITAL LLC | 2 | 2 | 1.74% | 1.77% | 1.80% | Q2 2023 | Q3 2023 | 2 |
MCIA Inc | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2017 | Q3 2017 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Exchange Bank | 2 | 2 | 0.41% | 0.50% | 0.59% | Q2 2023 | Q3 2023 | 2 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2018 | 2 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 2 |
Gibson Capital, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q3 2014 | 2 |
Crestwood Advisors Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
EQUITABLE TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 1.60% | 1.85% | 2.11% | Q2 2013 | Q3 2013 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Choate Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2022 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 2 | 0.78% | 1.35% | 1.92% | Q2 2023 | Q3 2023 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q2 2022 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.07% | 1.84% | 3.60% | Q2 2021 | Q1 2023 | 2 |
Bristol County Savings Bank | 2 | 2 | 0.56% | 0.61% | 0.65% | Q3 2017 | Q4 2017 | 2 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q2 2015 | 2 |
Crow Point Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
LWS Wealth Advisors, Inc. | 2 | 2 | 11.08% | 11.97% | 12.86% | Q4 2019 | Q1 2020 | 2 |
Taylor Hoffman Wealth Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Baker Ellis Asset Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 2 |
Landmark Wealth Management, LLC | 2 | 2 | 0.36% | 0.50% | 0.64% | Q2 2022 | Q3 2022 | 2 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2019 | 2 |
Ballew Advisors, Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 2 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2020 | Q2 2020 | 2 |
Stadion Money Management, LLC | 2 | 2 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2013 | 2 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.17% | 0.34% | Q4 2014 | Q1 2018 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
EDGE ASSET MANAGEMENT, INC | 2 | 2 | 0.05% | 0.09% | 0.12% | Q4 2016 | Q1 2017 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
Your Advocates Ltd., LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Avalon Investment & Advisory | 1 | 1 | 0.01% | 0.06% | 0.10% | Q4 2019 | Q1 2023 | 2 |
Foster Victor Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Americana Partners, LLC | 1 | 1 | 0.01% | 0.27% | 0.52% | Q4 2019 | Q4 2022 | 2 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 2 |
TRADITION CAPITAL MANAGEMENT LLC | 2 | 2 | 0.23% | 0.28% | 0.34% | Q2 2017 | Q3 2017 | 2 |
RAY GERALD L & ASSOCIATES LTD | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
Lee Financial Group Hawaii, Inc. | 2 | 2 | 0.73% | 0.74% | 0.74% | Q2 2023 | Q3 2023 | 2 |
Chesley Taft & Associates LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q1 2016 | 2 |
CI INVESTMENTS INC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2020 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MCMORGAN & CO LLC | 2 | 2 | 2.26% | 2.48% | 2.70% | Q2 2023 | Q3 2023 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 2 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 2 | 2 | 0.16% | 0.17% | 0.17% | Q4 2021 | Q1 2022 | 2 |
RKL Wealth Management LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q2 2020 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.25% | 0.50% | Q4 2020 | Q3 2022 | 2 |
IronBridge Private Wealth, LLC | 2 | 2 | 4.76% | 5.13% | 5.51% | Q2 2023 | Q3 2023 | 2 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 2 | 2 | 0.74% | 1.21% | 1.68% | Q2 2013 | Q3 2013 | 2 |
Howard Capital Management Group, LLC | 2 | 2 | 3.26% | 3.28% | 3.30% | Q2 2023 | Q3 2023 | 2 |
St. Johns Investment Management Company, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Santori & Peters, Inc. | 1 | 1 | 0.06% | 0.28% | 0.50% | Q4 2017 | Q3 2020 | 2 |
FAGAN ASSOCIATES, INC. | 2 | 2 | 0.67% | 0.73% | 0.78% | Q2 2023 | Q3 2023 | 2 |
Tarbox Family Office, Inc. | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q2 2019 | 2 |
Pictet North America Advisors SA | 2 | 2 | 0.34% | 0.68% | 1.02% | Q2 2023 | Q3 2023 | 2 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.01% | 0.19% | 0.37% | Q1 2019 | Q1 2021 | 2 |
SMI Advisory Services, LLC | 2 | 2 | 13.50% | 13.52% | 13.55% | Q3 2022 | Q4 2022 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.20% | 1.52% | 2.85% | Q3 2015 | Q3 2021 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Waldron Private Wealth LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q1 2016 | Q1 2019 | 2 |
Quadrant Capital Management, LLC | 1 | 1 | 0.20% | 0.21% | 0.22% | Q4 2014 | Q1 2016 | 2 |
VAN ECK ASSOCIATES CORP | 2 | 2 | 0.20% | 0.21% | 0.21% | Q3 2015 | Q4 2015 | 2 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 2 | 2 | 0.56% | 0.96% | 1.36% | Q4 2021 | Q1 2022 | 2 |
Cordasco Financial Network | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
MARIPAU WEALTH MANAGEMENT LLC | 2 | 2 | 0.23% | 0.39% | 0.56% | Q2 2023 | Q3 2023 | 2 |
Insight Folios Inc | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2021 | Q4 2021 | 2 |
MRA Associates USA LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q3 2019 | 2 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 1 | 1 | 0.00% | 0.05% | 0.09% | Q3 2016 | Q4 2022 | 2 |
MBL Wealth, LLC | 2 | 2 | 0.09% | 0.12% | 0.14% | Q4 2020 | Q1 2021 | 2 |
Aveo Capital Partners, LLC | 1 | 1 | 0.13% | 0.14% | 0.14% | Q4 2016 | Q3 2020 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 2.76% | 2.84% | 2.92% | Q1 2021 | Q2 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q3 2013 | 2 |
Gary Goldberg Planning Services Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2014 | 2 |
Karp Capital Management Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q1 2022 | 2 |
ACG Wealth | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q2 2022 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pettinga Financial Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
KM Capital Management Ltd. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Chicago Wealth Management, Inc. | 1 | 1 | 6.42% | 6.42% | 6.42% | Q4 2019 | Q4 2019 | 1 |
FOSTER & MOTLEY INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Trust Co of Kansas | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Straight Path Wealth Management | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2022 | Q3 2022 | 1 |
RBO & CO LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WestHill Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2021 | Q2 2021 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 11.87% | 11.87% | 11.87% | Q4 2018 | Q4 2018 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 3.65% | 3.65% | 3.65% | Q4 2018 | Q4 2018 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TFB Advisors LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Hassell Wealth Management, LLC | 1 | 1 | 3.69% | 3.69% | 3.69% | Q3 2023 | Q3 2023 | 1 |
APPLETON PARTNERS INC/MA | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Pactiv General Employee Benefit Trust | 1 | 1 | 70.40% | 70.40% | 70.40% | Q2 2022 | Q2 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Delta Financial Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Olympiad Research LP | 1 | 1 | 5.02% | 5.02% | 5.02% | Q4 2019 | Q4 2019 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Massachusetts Wealth Management | 1 | 1 | 2.78% | 2.78% | 2.78% | Q3 2023 | Q3 2023 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2016 | Q3 2016 | 1 |
Strait & Sound Wealth Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Foundation Wealth Management, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Kirkoswald Asset Management LLC | 1 | 1 | 100.00% | 100.00% | 100.00% | Q1 2020 | Q1 2020 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Keudell/Morrison Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
INTEGRAL INVESTMENT ADVISORS, INC. | 1 | 1 | 1.20% | 1.20% | 1.20% | Q4 2021 | Q4 2021 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 9.44% | 9.44% | 9.44% | Q1 2021 | Q1 2021 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2023 | Q2 2023 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
RP Investment Advisors LP | 1 | 1 | 11.35% | 11.35% | 11.35% | Q1 2021 | Q1 2021 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
J2 Capital Management Inc | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2022 | Q2 2022 | 1 |
WHEATLAND ADVISORS INC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q2 2020 | Q2 2020 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Tanager Wealth Management LLP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
AMARILLO NATIONAL BANK | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2023 | Q3 2023 | 1 |
Ferris Capital, LLC | 1 | 1 | 23.86% | 23.86% | 23.86% | Q2 2021 | Q2 2021 | 1 |
HITE Hedge Asset Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2019 | Q3 2019 | 1 |
Slagle Financial, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
DMC Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Altiora Financial Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Kure Advisory, LLC | 1 | 1 | 2.38% | 2.38% | 2.38% | Q3 2023 | Q3 2023 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Compass Rose Asset Management, LP | 1 | 1 | 65.04% | 65.04% | 65.04% | Q1 2023 | Q1 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Walleye Capital LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 4.42% | 4.42% | 4.42% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 11.07% | 11.07% | 11.07% | Q1 2020 | Q1 2020 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
United Community Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Prosperitas Financial LLC | 1 | 1 | 6.03% | 6.03% | 6.03% | Q3 2023 | Q3 2023 | 1 |
Mendel Money Management | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2022 | Q1 2022 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
Yarbrough Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q3 2021 | Q3 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2017 | Q2 2017 | 1 |
Emerald Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2021 | Q4 2021 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2020 | Q2 2020 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Adventist Health System/ West | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Whitnell & Co. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Motley Fool Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Zuckerman Investment Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Fulcrum Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Kohlberg Kravis Roberts & Co. L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
ING GROEP NV | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
RNC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Salzman Financial Management | 1 | 1 | 13.06% | 13.06% | 13.06% | Q1 2020 | Q1 2020 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Plancorp, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Integer Wealth Advisors Group LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 1.32% | 1.32% | 1.32% | Q4 2021 | Q4 2021 | 1 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Cardinal Strategic Wealth Guidance | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
WealthTrust Asset Management, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2022 | Q3 2022 | 1 |
Apexium Financial, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Wealth Management Group, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
Fiduciary Planning LLC | 1 | 1 | 2.32% | 2.32% | 2.32% | Q1 2020 | Q1 2020 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
SAGE FINANCIAL GROUP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 2.12% | 2.12% | 2.12% | Q4 2020 | Q4 2020 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2017 | Q4 2017 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
Phraction Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
ARXIS SECURITIES LLC | 1 | 1 | 5.00% | 5.00% | 5.00% | Q1 2017 | Q1 2017 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q2 2022 | Q2 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Magnolia Wealth Management, LLC | 1 | 1 | 9.52% | 9.52% | 9.52% | Q4 2021 | Q4 2021 | 1 |
Perfromance Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
KCM INVESTMENT ADVISORS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 1.61% | 1.61% | 1.61% | Q1 2020 | Q1 2020 | 1 |
Analyst IMS Investment Management Services Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Obsidian Personal Planning Solutions LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
Lloyd Park, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2022 | Q3 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2020 | Q1 2020 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 3.77% | 3.77% | 3.77% | Q4 2019 | Q4 2019 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Choice Wealth Advisors, LLC | 1 | 1 | 4.28% | 4.28% | 4.28% | Q2 2022 | Q2 2022 | 1 |
Private Vista, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2017 | Q2 2017 | 1 |
Beacon Financial Advisory LLC | 1 | 1 | 3.41% | 3.41% | 3.41% | Q4 2019 | Q4 2019 | 1 |
Next Level Private LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2022 | Q2 2022 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
ATHERTON LANE ADVISERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Drystone LLC | 1 | 1 | 2.54% | 2.54% | 2.54% | Q4 2021 | Q4 2021 | 1 |
Goldstream Capital Management Ltd | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MEMBERS CAPITAL ADVISORS INC | 1 | 1 | 12.77% | 12.77% | 12.77% | Q4 2021 | Q4 2021 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
Meeder Advisory Services, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2017 | Q1 2017 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Trail Ridge Investment Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
PALLADIEM, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
JTC Employer Solutions Trustee Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 2.43% | 2.43% | 2.43% | Q4 2017 | Q4 2017 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Timber Creek Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2017 | Q4 2017 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Rock Point Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Renasant Bank | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
CARRET ASSET MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2014 | Q2 2014 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q2 2022 | Q2 2022 | 1 |
Brightworth | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2016 | Q4 2016 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Power Corp of Canada | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2022 | Q1 2022 | 1 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ascent Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
Gator Capital Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2020 | Q3 2020 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2017 | Q3 2017 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
SHAYNE & JACOBS, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Compton Wealth Advisory Group, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2018 | Q4 2018 | 1 |
Model Capital Management LLC | 1 | 1 | 24.00% | 24.00% | 24.00% | Q3 2020 | Q3 2020 | 1 |
Wealthstream Advisors, Inc. | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2022 | Q4 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PYA Waltman Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Deane Retirement Strategies, Inc. | 1 | 1 | 6.14% | 6.14% | 6.14% | Q1 2021 | Q1 2021 | 1 |
Integrity Financial Corp /WA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Retireful, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2023 | Q2 2023 | 1 |
SUMMITRY LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2016 | Q2 2016 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Objective Capital Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2022 | Q2 2022 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Chico Wealth RIA | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
JGP Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Financial Partners Group, Inc | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Capital Advisors Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2016 | Q3 2016 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Finer Wealth Management, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
SWS Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
WRAPMANAGER INC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2018 | Q4 2018 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 4.52% | 4.52% | 4.52% | Q2 2021 | Q2 2021 | 1 |
DEARBORN CAPITAL MANAGEMENT LLC | 1 | 1 | 2.24% | 2.24% | 2.24% | Q4 2016 | Q4 2016 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Athanor Capital, LP | 1 | 1 | 2.44% | 2.44% | 2.44% | Q1 2020 | Q1 2020 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
HOWLAND CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Klaas Financial Asset Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Riverwater Partners LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
PRESILIUM PRIVATE WEALTH, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
W.H. Cornerstone Investments Inc. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2023 | Q3 2023 | 1 |
Divergent Planning, LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q3 2022 | Q3 2022 | 1 |
Capital Square, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
BURNEY CO/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Steigerwald, Gordon & Koch Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JARISLOWSKY, FRASER Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Citizens Business Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
OAK FAMILY ADVISORS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2016 | Q4 2016 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
NICOLET BANKSHARES INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2017 | Q3 2017 | 1 |
David Kennon Inc | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Arthur Zaske & Associates, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2016 | Q3 2016 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
Verum Partners LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2023 | Q3 2023 | 1 |
Centiva Capital, LP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2023 | Q1 2023 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Narwhal Capital Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2017 | Q1 2017 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own VANGUARD SCOTTSDALE FDS or have owned VANGUARD SCOTTSDALE FDS in the past.