Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
FOSTER & MOTLEY INC | 42 | 42 | 0.61% | 0.96% | 1.52% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.06% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Bangor Savings Bank | 40 | 40 | 0.17% | 1.61% | 8.73% | Q4 2013 | Q3 2023 | 40 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
THRIVENT FINANCIAL FOR LUTHERANS | 25 | 25 | 0.00% | 0.40% | 1.10% | Q3 2017 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.20% | Q4 2014 | Q3 2023 | 36 |
Creative Planning | 33 | 2 | 0.00% | 0.16% | 0.58% | Q4 2014 | Q3 2023 | 35 |
STIFEL FINANCIAL CORP | 22 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 35 |
US BANCORP \DE\ | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
AMERIPRISE FINANCIAL INC | 31 | 3 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 34 |
Cambridge Investment Research Advisors, Inc. | 34 | 34 | 0.01% | 0.08% | 0.26% | Q2 2015 | Q3 2023 | 34 |
BANK OF MONTREAL /CAN/ | 16 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 33 |
CITIGROUP INC | 20 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 33 |
Transamerica Financial Advisors, Inc. | 17 | 1 | 0.00% | 0.20% | 1.12% | Q2 2013 | Q3 2023 | 32 |
JPMORGAN CHASE & CO | 31 | 31 | 0.00% | 0.03% | 0.29% | Q1 2016 | Q3 2023 | 31 |
Community Bank, N.A. | 31 | 31 | 0.00% | 0.18% | 0.55% | Q1 2016 | Q3 2023 | 31 |
American Investment Services, Inc. | 31 | 31 | 0.06% | 0.10% | 0.14% | Q2 2014 | Q4 2021 | 31 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.02% | 0.16% | Q1 2016 | Q3 2023 | 30 |
NOTTINGHAM ADVISORS, INC. | 30 | 30 | 0.14% | 3.20% | 6.08% | Q2 2016 | Q3 2023 | 30 |
SIGNET FINANCIAL MANAGEMENT, LLC | 30 | 30 | 0.06% | 0.40% | 1.00% | Q2 2016 | Q3 2023 | 30 |
ENVESTNET ASSET MANAGEMENT INC | 24 | 6 | 0.00% | 0.04% | 0.10% | Q1 2016 | Q3 2023 | 30 |
RKL Wealth Management LLC | 28 | 28 | 0.21% | 1.65% | 2.21% | Q4 2016 | Q3 2023 | 28 |
NORTHWEST WEALTH MANAGEMENT, LLC | 28 | 28 | 0.82% | 1.29% | 2.33% | Q4 2016 | Q3 2023 | 28 |
BlackRock Inc. | 18 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 28 |
Stratos Wealth Partners, LTD. | 15 | 13 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 28 |
Raymond James Financial Services Advisors, Inc. | 14 | 7 | 0.00% | 0.05% | 0.13% | Q2 2016 | Q3 2023 | 28 |
JAG CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.03% | 0.08% | 0.18% | Q1 2015 | Q4 2021 | 28 |
SYNOVUS FINANCIAL CORP | 23 | 2 | 0.00% | 0.44% | 1.02% | Q3 2014 | Q3 2023 | 28 |
Alexandria Capital, LLC | 28 | 28 | 0.79% | 2.40% | 4.90% | Q4 2014 | Q3 2021 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.10% | 0.72% | 1.93% | Q4 2016 | Q3 2023 | 28 |
WBH ADVISORY INC | 25 | 3 | 0.08% | 0.82% | 1.58% | Q3 2016 | Q3 2023 | 28 |
Bank of New York Mellon Corp | 19 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 19 | 8 | 6.11% | 7.94% | 9.40% | Q1 2016 | Q3 2023 | 27 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 27 | 27 | 0.00% | 1.06% | 1.80% | Q1 2017 | Q3 2023 | 27 |
ASSETMARK, INC | 17 | 2 | 0.00% | 0.13% | 0.55% | Q2 2014 | Q3 2023 | 27 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 26 | 26 | 0.00% | 0.17% | 0.47% | Q2 2017 | Q3 2023 | 26 |
Patriot Financial Group Insurance Agency, LLC | 26 | 26 | 0.00% | 0.06% | 0.13% | Q2 2017 | Q3 2023 | 26 |
Gilbert & Cook, Inc. | 26 | 26 | 0.11% | 0.30% | 0.50% | Q2 2017 | Q3 2023 | 26 |
Private Advisor Group, LLC | 21 | 5 | 0.01% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.05% | 0.32% | Q2 2017 | Q3 2023 | 26 |
Morningstar Investment Services LLC | 26 | 26 | 0.61% | 1.32% | 2.13% | Q2 2017 | Q3 2023 | 26 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 26 | 26 | 0.07% | 0.18% | 0.50% | Q2 2017 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 18 | 7 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 25 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 24 | 1 | 0.00% | 0.03% | 0.11% | Q1 2014 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 23 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 25 |
RAYMOND JAMES & ASSOCIATES | 22 | 3 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 25 |
TRUIST FINANCIAL CORP | 25 | 25 | 0.01% | 0.04% | 0.07% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Cambria Investment Management, L.P. | 24 | 24 | 0.33% | 1.02% | 2.39% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.04% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.01% | 0.43% | 1.54% | Q4 2017 | Q3 2023 | 24 |
FC Advisory LLC | 24 | 24 | 0.13% | 0.47% | 0.81% | Q1 2018 | Q4 2023 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
GenWealth Group, Inc. | 24 | 24 | 0.08% | 0.23% | 0.46% | Q4 2017 | Q3 2023 | 24 |
ALPS ADVISORS INC | 24 | 24 | 0.02% | 0.12% | 0.22% | Q4 2017 | Q3 2023 | 24 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Columbus Macro, LLC | 23 | 23 | 0.07% | 0.12% | 0.58% | Q1 2018 | Q3 2023 | 23 |
OLD NATIONAL BANCORP /IN/ | 23 | 23 | 0.09% | 0.41% | 0.60% | Q1 2018 | Q3 2023 | 23 |
Atria Investments, Inc | 21 | 2 | 0.02% | 1.03% | 3.36% | Q1 2017 | Q3 2023 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 23 | 23 | 0.01% | 0.07% | 0.19% | Q1 2018 | Q3 2023 | 23 |
Sandy Spring Bank | 23 | 23 | 0.00% | 0.02% | 0.08% | Q1 2018 | Q3 2023 | 23 |
Gradient Investments LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 23 |
LifePlan Financial Group, Inc | 22 | 1 | 0.04% | 1.03% | 3.46% | Q1 2014 | Q3 2020 | 23 |
Valmark Advisers, Inc. | 22 | 22 | 1.10% | 1.63% | 3.49% | Q2 2018 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.00% | 0.17% | 0.34% | Q2 2018 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Mitsubishi UFJ Asset Management Co., Ltd. | 22 | 22 | 0.10% | 0.91% | 2.03% | Q2 2018 | Q3 2023 | 22 |
FormulaFolio Investments, LLC | 12 | 10 | 0.01% | 0.53% | 6.58% | Q3 2015 | Q2 2021 | 22 |
RiverFront Investment Group, LLC | 22 | 22 | 0.86% | 2.57% | 4.44% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.02% | 0.09% | 0.29% | Q2 2018 | Q3 2023 | 22 |
FMR LLC | 21 | 1 | 0.00% | 0.00% | 0.03% | Q1 2017 | Q3 2023 | 22 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 22 |
WealthShield Partners, LLC | 13 | 9 | 0.04% | 0.27% | 0.53% | Q4 2017 | Q3 2023 | 22 |
NEXT Financial Group, Inc | 11 | 1 | 0.01% | 0.04% | 0.14% | Q3 2014 | Q4 2021 | 22 |
REGIONS FINANCIAL CORP | 15 | 6 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 21 |
STATE STREET CORP | 18 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.05% | 0.12% | Q3 2018 | Q3 2023 | 21 |
AllSquare Wealth Management LLC | 19 | 2 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 21 |
SouthState Corp | 13 | 1 | 0.01% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 21 |
Clear Perspective Advisors, LLC | 21 | 21 | 0.16% | 1.62% | 6.27% | Q4 2016 | Q4 2021 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.16% | 0.91% | 1.88% | Q3 2018 | Q3 2023 | 21 |
PROFFITT & GOODSON INC | 20 | 20 | 1.74% | 2.99% | 7.70% | Q4 2018 | Q3 2023 | 20 |
Valeo Financial Advisors, LLC | 11 | 9 | 0.00% | 0.62% | 2.59% | Q4 2017 | Q3 2023 | 20 |
Baird Financial Group, Inc. | 18 | 2 | 0.00% | 0.06% | 0.31% | Q3 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.01% | 0.06% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.03% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Keel Point, LLC | 20 | 20 | 0.09% | 0.51% | 1.29% | Q4 2018 | Q3 2023 | 20 |
NWAM LLC | 20 | 20 | 0.04% | 0.11% | 0.26% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
IndexIQ Advisors LLC | 17 | 3 | 0.01% | 0.52% | 2.00% | Q4 2016 | Q1 2022 | 20 |
Charles Schwab Investment Advisory, Inc. | 14 | 6 | 0.00% | 0.12% | 0.39% | Q3 2016 | Q3 2022 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
VISTA CAPITAL PARTNERS, INC. | 10 | 10 | 0.04% | 0.07% | 0.10% | Q3 2017 | Q3 2022 | 20 |
CWM, LLC | 10 | 2 | 0.00% | 0.00% | 0.04% | Q2 2016 | Q3 2023 | 20 |
Cetera Advisor Networks LLC | 11 | 1 | 0.01% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.40% | 1.16% | 2.24% | Q4 2018 | Q3 2023 | 20 |
Choate Investment Advisors | 20 | 20 | 0.00% | 6.97% | 16.60% | Q4 2018 | Q3 2023 | 20 |
Ameritas Investment Partners, Inc. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Executive Wealth Management, LLC | 19 | 19 | 0.00% | 2.74% | 7.27% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
PrairieView Partners, LLC | 19 | 19 | 4.19% | 4.75% | 5.82% | Q1 2019 | Q3 2023 | 19 |
Money Design Co.,Ltd. | 19 | 19 | 0.00% | 0.72% | 3.33% | Q4 2018 | Q2 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.14% | 0.22% | 0.37% | Q3 2018 | Q3 2023 | 19 |
Hudock, Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.02% | 0.13% | 0.47% | Q1 2019 | Q2 2023 | 18 |
Koshinski Asset Management, Inc. | 13 | 1 | 0.07% | 0.28% | 0.88% | Q2 2018 | Q3 2023 | 18 |
PARK AVENUE SECURITIES LLC | 12 | 2 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 18 |
Bell Bank | 18 | 18 | 0.10% | 0.63% | 1.31% | Q1 2016 | Q2 2020 | 18 |
Regal Investment Advisors LLC | 10 | 2 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q2 2023 | 18 |
Pinnacle Wealth Management Advisory Group, LLC | 18 | 18 | 0.14% | 0.22% | 0.34% | Q2 2019 | Q3 2023 | 18 |
PINNACLE ASSOCIATES LTD | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Kovack Advisors, Inc. | 17 | 1 | 0.07% | 0.31% | 0.56% | Q4 2017 | Q3 2023 | 18 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 18 | 18 | 0.65% | 5.82% | 10.80% | Q3 2018 | Q4 2022 | 18 |
CAPTRUST FINANCIAL ADVISORS | 17 | 1 | 0.00% | 0.09% | 0.38% | Q4 2018 | Q3 2023 | 18 |
FIFTH THIRD BANCORP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Spearhead Capital Advisors, LLC | 14 | 3 | 0.08% | 0.15% | 0.22% | Q4 2017 | Q2 2022 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 0.32% | 1.48% | 2.31% | Q3 2019 | Q3 2023 | 17 |
BARCLAYS PLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2021 | 17 |
Advocacy Wealth Management Services, LLC | 17 | 17 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2022 | 17 |
Parallel Advisors, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
Stonehearth Capital Management, LLC | 17 | 17 | 3.98% | 6.73% | 10.37% | Q4 2019 | Q4 2023 | 17 |
Legacy Private Trust Co. | 17 | 17 | 0.05% | 0.83% | 2.51% | Q2 2018 | Q2 2022 | 17 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 11 | 6 | 0.02% | 0.16% | 0.55% | Q3 2018 | Q3 2023 | 17 |
Simplicity Solutions, LLC | 15 | 1 | 0.06% | 0.93% | 2.51% | Q2 2017 | Q2 2023 | 17 |
Capital Investment Services of America, Inc. | 17 | 17 | 0.75% | 0.95% | 1.33% | Q3 2019 | Q3 2023 | 17 |
CAPITAL ONE, NATIONAL ASSOCIATION | 16 | 1 | 0.05% | 2.17% | 4.71% | Q3 2014 | Q4 2019 | 17 |
Sound Income Strategies, LLC | 17 | 17 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 17 |
AVIANCE CAPITAL MANAGEMENT, LLC | 15 | 1 | 0.03% | 0.49% | 1.00% | Q1 2015 | Q1 2019 | 16 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 16 | 16 | 1.21% | 2.17% | 4.44% | Q4 2019 | Q3 2023 | 16 |
Cetera Investment Advisers | 16 | 16 | 0.03% | 0.18% | 0.58% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.16% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 15 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 16 |
Miracle Mile Advisors, LLC | 16 | 16 | 0.01% | 0.13% | 0.76% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.01% | 0.44% | 1.82% | Q4 2019 | Q3 2023 | 16 |
Advisory Services Network, LLC | 11 | 1 | 0.00% | 0.06% | 0.14% | Q3 2017 | Q1 2023 | 16 |
Checchi Capital Advisers, LLC | 13 | 1 | 0.01% | 0.24% | 1.49% | Q1 2016 | Q3 2023 | 16 |
MINOT CAPITAL, LP | 16 | 16 | 0.36% | 1.18% | 3.01% | Q3 2019 | Q2 2023 | 16 |
Bedel Financial Consulting, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 16 |
Archer Investment Corp | 16 | 16 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Wealthspire Advisors, LLC | 16 | 16 | 0.02% | 0.26% | 0.81% | Q4 2018 | Q3 2022 | 16 |
LINCOLN NATIONAL CORP | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Vigilant Capital Management, LLC | 16 | 16 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q1 2017 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.10% | 0.35% | 0.61% | Q4 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.00% | 0.17% | 1.43% | Q3 2019 | Q3 2023 | 16 |
Aspire Private Capital, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2019 | 15 |
HighTower Advisors, LLC | 11 | 4 | 0.01% | 0.06% | 0.14% | Q4 2019 | Q3 2023 | 15 |
SVB WEALTH LLC | 15 | 15 | 0.04% | 0.08% | 0.14% | Q3 2019 | Q1 2023 | 15 |
WHITTIER TRUST CO OF NEVADA INC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Foster Victor Wealth Advisors, LLC | 15 | 15 | 0.37% | 1.27% | 3.30% | Q1 2020 | Q3 2023 | 15 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 15 |
McCarthy Grittinger Financial Group, LLC | 15 | 15 | 5.72% | 10.62% | 12.64% | Q1 2020 | Q3 2023 | 15 |
COMERICA SECURITIES,INC. | 15 | 15 | 0.02% | 0.12% | 0.50% | Q1 2020 | Q3 2023 | 15 |
OneAscent Financial Services LLC | 7 | 1 | 0.46% | 15.36% | 35.12% | Q2 2019 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.01% | 0.38% | 1.13% | Q4 2019 | Q2 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q4 2016 | 15 |
R. W. Roge & Company, Inc. | 15 | 15 | 0.45% | 10.77% | 19.34% | Q1 2020 | Q3 2023 | 15 |
Aries Wealth Management | 9 | 6 | 0.11% | 0.16% | 0.26% | Q4 2019 | Q3 2023 | 15 |
FIDUCIARY TRUST CO | 13 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 15 |
Arete Wealth Advisors, LLC | 15 | 15 | 0.02% | 0.18% | 0.41% | Q1 2020 | Q3 2023 | 15 |
Belpointe Asset Management LLC | 12 | 1 | 0.01% | 0.09% | 0.55% | Q3 2017 | Q2 2023 | 15 |
Parkside Advisors LLC | 15 | 15 | 0.11% | 0.40% | 2.45% | Q2 2020 | Q4 2023 | 15 |
Pensionmark Financial Group, LLC | 15 | 15 | 0.07% | 0.44% | 0.79% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.01% | 2.09% | 9.97% | Q1 2020 | Q3 2023 | 15 |
HM PAYSON & CO | 8 | 7 | 0.03% | 0.10% | 0.15% | Q1 2017 | Q4 2020 | 15 |
WHITTIER TRUST CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
People's United Financial, Inc. | 14 | 14 | 0.01% | 0.75% | 1.26% | Q4 2018 | Q1 2022 | 14 |
Gladstone Institutional Advisory LLC | 14 | 14 | 0.03% | 0.20% | 0.64% | Q4 2018 | Q1 2022 | 14 |
ARGI Investment Services, LLC | 9 | 5 | 0.01% | 0.35% | 2.12% | Q4 2017 | Q4 2022 | 14 |
FAGAN ASSOCIATES, INC. | 14 | 14 | 0.36% | 0.49% | 0.76% | Q2 2020 | Q3 2023 | 14 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.01% | 0.08% | Q4 2019 | Q3 2023 | 14 |
Wellspring Financial Advisors, LLC | 14 | 14 | 0.06% | 1.69% | 2.13% | Q1 2020 | Q2 2023 | 14 |
Mader & Shannon Wealth Management, Inc. | 14 | 14 | 7.31% | 11.95% | 19.35% | Q4 2018 | Q1 2022 | 14 |
FLOW TRADERS U.S. LLC | 8 | 1 | 0.04% | 0.28% | 1.02% | Q3 2018 | Q3 2023 | 14 |
WFA of San Diego, LLC | 14 | 14 | 0.02% | 0.41% | 0.80% | Q2 2020 | Q3 2023 | 14 |
BBVA USA Bancshares, Inc. | 14 | 14 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q1 2021 | 14 |
FinTrust Capital Advisors, LLC | 14 | 14 | 0.01% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 6 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 14 |
Quantitative Advantage, LLC | 13 | 1 | 0.13% | 0.32% | 1.37% | Q3 2013 | Q1 2023 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Ackerman Capital Advisors, LLC | 14 | 14 | 1.41% | 2.14% | 3.74% | Q2 2020 | Q3 2023 | 14 |
GOLDMAN SACHS GROUP INC | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 14 |
ALBION FINANCIAL GROUP /UT | 10 | 3 | 0.00% | 0.02% | 0.09% | Q2 2020 | Q3 2023 | 13 |
Bison Wealth, LLC | 8 | 1 | 0.00% | 0.40% | 2.08% | Q4 2019 | Q3 2023 | 13 |
GeoWealth Management, LLC | 13 | 13 | 0.05% | 0.15% | 0.50% | Q3 2020 | Q3 2023 | 13 |
SCS Capital Management LLC | 12 | 1 | 0.01% | 2.01% | 12.96% | Q4 2018 | Q3 2023 | 13 |
EVERGREEN CAPITAL MANAGEMENT LLC | 11 | 2 | 0.02% | 0.75% | 2.08% | Q4 2018 | Q3 2023 | 13 |
LCNB CORP | 7 | 1 | 0.15% | 0.34% | 0.54% | Q1 2018 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.02% | 0.16% | Q3 2020 | Q3 2023 | 13 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 7 | 6 | 0.10% | 0.78% | 1.70% | Q3 2018 | Q3 2023 | 13 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 13 | 13 | 2.08% | 5.22% | 10.05% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 13 |
IRON Financial LLC | 11 | 1 | 0.94% | 2.58% | 3.19% | Q4 2016 | Q3 2023 | 13 |
COMERICA BANK | 12 | 1 | 0.00% | 0.07% | 0.44% | Q1 2020 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Tri-Star Advisors Inc. | 10 | 3 | 0.20% | 3.59% | 12.85% | Q2 2020 | Q3 2023 | 13 |
Investors Research Corp | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
LAKE STREET ADVISORS GROUP, LLC | 8 | 5 | 0.06% | 1.70% | 3.54% | Q2 2020 | Q3 2023 | 13 |
Relative Value Partners Group, LLC | 10 | 3 | 0.29% | 2.53% | 4.50% | Q4 2017 | Q3 2023 | 13 |
IFG Advisory, LLC | 13 | 13 | 0.04% | 0.09% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Stratos Wealth Advisors, LLC | 13 | 13 | 0.09% | 0.29% | 0.36% | Q3 2020 | Q3 2023 | 13 |
55I, LLC | 8 | 5 | 0.03% | 0.46% | 2.02% | Q4 2018 | Q1 2022 | 13 |
Carroll Financial Associates, Inc. | 8 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 13 |
SkyOak Wealth, LLC | 9 | 4 | 0.06% | 0.36% | 1.57% | Q1 2020 | Q3 2023 | 13 |
PFG Advisors | 13 | 13 | 0.03% | 0.26% | 0.46% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.05% | 0.17% | Q3 2020 | Q3 2023 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2020 | 13 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 0.14% | 0.27% | 0.67% | Q3 2020 | Q3 2023 | 13 |
DEUTSCHE BANK AG\ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2021 | 13 |
Cerity Partners LLC | 12 | 12 | 0.02% | 0.15% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Kingsview Wealth Management, LLC | 6 | 2 | 0.05% | 0.49% | 0.94% | Q1 2017 | Q3 2023 | 12 |
Summit Global Investments | 11 | 1 | 0.03% | 0.20% | 0.45% | Q1 2019 | Q3 2023 | 12 |
Values First Advisors, Inc. | 12 | 12 | 0.54% | 0.91% | 1.27% | Q4 2019 | Q3 2022 | 12 |
PLANNING DIRECTIONS INC | 9 | 3 | 0.18% | 3.76% | 5.56% | Q2 2019 | Q2 2022 | 12 |
CALTON & ASSOCIATES, INC. | 7 | 5 | 0.05% | 0.20% | 0.42% | Q4 2017 | Q1 2021 | 12 |
Concord Wealth Partners | 12 | 12 | 0.18% | 6.89% | 16.08% | Q4 2020 | Q3 2023 | 12 |
Prospera Financial Services Inc | 10 | 1 | 0.01% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 12 |
Aptus Capital Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 12 |
JANUS HENDERSON GROUP PLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Leelyn Smith, LLC | 10 | 2 | 0.00% | 0.05% | 0.18% | Q4 2019 | Q4 2022 | 12 |
Merriman Wealth Management, LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Biltmore Capital Advisors LLC | 12 | 12 | 0.76% | 2.08% | 2.89% | Q1 2019 | Q4 2021 | 12 |
Latitude Advisors, LLC | 12 | 12 | 0.18% | 0.34% | 0.48% | Q4 2020 | Q3 2023 | 12 |
D. SCOTT NEAL, INC. | 11 | 1 | 0.33% | 1.55% | 13.26% | Q4 2013 | Q2 2020 | 12 |
Palumbo Wealth Management LLC | 12 | 12 | 0.40% | 1.23% | 5.00% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.35% | 0.60% | 0.92% | Q4 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BOSTON FAMILY OFFICE LLC | 12 | 12 | 0.05% | 0.10% | 0.21% | Q4 2020 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.02% | 0.18% | 0.65% | Q4 2020 | Q3 2023 | 12 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2015 | 12 |
Winch Advisory Services, LLC | 8 | 4 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 12 |
WEDBUSH SECURITIES INC | 10 | 2 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2021 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Renaissance Technologies | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2021 | 12 |
Human Investing LLC | 12 | 12 | 0.09% | 0.36% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Source Financial Advisors LLC | 12 | 12 | 0.14% | 0.32% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 0.14% | 1.14% | 1.90% | Q4 2020 | Q3 2023 | 12 |
CENTAURUS FINANCIAL, INC. | 11 | 1 | 0.02% | 0.16% | 0.30% | Q2 2018 | Q4 2021 | 12 |
First Allied Advisory Services, Inc. | 12 | 12 | 0.00% | 0.03% | 0.09% | Q4 2017 | Q3 2020 | 12 |
Estate Counselors, LLC | 6 | 6 | 0.01% | 0.37% | 0.84% | Q1 2019 | Q2 2023 | 12 |
HUNTINGTON NATIONAL BANK | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 12 |
Focused Wealth Management, Inc | 12 | 12 | 0.00% | 0.26% | 2.76% | Q4 2020 | Q3 2023 | 12 |
Guidance Point Advisors, LLC | 12 | 12 | 0.10% | 0.16% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.13% | 0.15% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Orion Portfolio Solutions, LLC | 9 | 2 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 11 |
Cresset Asset Management, LLC | 10 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2022 | 11 |
MATHER GROUP, LLC. | 11 | 11 | 0.33% | 2.63% | 3.51% | Q1 2021 | Q3 2023 | 11 |
M&T BANK CORP | 7 | 1 | 0.00% | 0.05% | 0.12% | Q2 2020 | Q3 2023 | 11 |
Commonwealth Equity Services, Inc | 11 | 11 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q3 2017 | 11 |
Newfound Research LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2020 | 11 |
Sargent Bickham Lagudis LLC | 8 | 3 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q1 2022 | 11 |
Integrated Wealth Concepts LLC | 10 | 1 | 0.02% | 0.08% | 0.32% | Q4 2019 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Fullen Financial Group | 11 | 11 | 0.31% | 0.36% | 0.39% | Q3 2020 | Q1 2023 | 11 |
MONUMENTAL FINANCIAL GROUP INC. | 11 | 11 | 5.35% | 8.90% | 18.82% | Q1 2021 | Q3 2023 | 11 |
First Heartland Consultants, Inc. | 11 | 11 | 0.06% | 0.15% | 0.20% | Q2 2017 | Q4 2019 | 11 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 9 | 2 | 0.01% | 0.07% | 0.44% | Q1 2020 | Q4 2022 | 11 |
Ten Capital Wealth Advisors, LLC | 11 | 11 | 0.14% | 0.70% | 1.08% | Q4 2020 | Q2 2023 | 11 |
Voya Financial Advisors, Inc. | 11 | 11 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q1 2020 | 11 |
Strategic Blueprint, LLC | 10 | 1 | 0.04% | 0.10% | 0.23% | Q1 2020 | Q3 2023 | 11 |
Mariner, LLC | 9 | 1 | 0.01% | 0.05% | 0.08% | Q3 2016 | Q3 2023 | 11 |
Gitterman Wealth Management, LLC | 11 | 11 | 29.23% | 42.24% | 58.33% | Q1 2021 | Q3 2023 | 11 |
Fermata Advisors, LLC | 11 | 11 | 1.82% | 4.59% | 13.06% | Q1 2021 | Q3 2023 | 11 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.36% | 0.61% | 1.25% | Q1 2020 | Q3 2022 | 11 |
Garde Capital, Inc. | 8 | 1 | 0.09% | 2.53% | 4.69% | Q1 2016 | Q2 2020 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 8 | 3 | 0.02% | 0.05% | 0.13% | Q3 2020 | Q3 2023 | 11 |
NORTHSTAR INVESTMENT ADVISORS LLC | 11 | 11 | 0.11% | 0.95% | 2.16% | Q2 2015 | Q4 2017 | 11 |
Koss-Olinger Consulting, LLC | 11 | 11 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Jordan Park Group LLC | 11 | 11 | 1.88% | 7.99% | 14.50% | Q1 2021 | Q3 2023 | 11 |
Sage Mountain Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Foundations Investment Advisors, LLC | 7 | 1 | 0.01% | 0.05% | 0.32% | Q3 2020 | Q3 2023 | 10 |
OneAscent Wealth Management LLC | 7 | 1 | 0.10% | 10.10% | 34.92% | Q4 2020 | Q3 2023 | 10 |
Tortoise Investment Management, LLC | 9 | 1 | 0.01% | 0.18% | 0.57% | Q1 2017 | Q3 2023 | 10 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.02% | 0.22% | 0.61% | Q4 2020 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.14% | 0.20% | 0.38% | Q4 2019 | Q1 2022 | 10 |
DAGCO, INC. | 7 | 3 | 0.33% | 1.73% | 3.57% | Q3 2019 | Q1 2022 | 10 |
LEVEL FOUR ADVISORY SERVICES, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2019 | 10 |
HighMark Wealth Management LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
DAVENPORT & Co LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 10 |
Harfst & Associates, Inc. | 10 | 10 | 0.34% | 0.66% | 0.93% | Q2 2015 | Q3 2017 | 10 |
Elm Partners Management LLC | 6 | 4 | 0.13% | 0.30% | 0.74% | Q1 2019 | Q3 2021 | 10 |
Strategic Financial Services, Inc, | 5 | 5 | 0.02% | 0.61% | 1.82% | Q1 2021 | Q3 2023 | 10 |
Sigma Planning Corp | 8 | 2 | 0.01% | 0.02% | 0.08% | Q2 2020 | Q4 2022 | 10 |
EP Wealth Advisors, LLC | 10 | 10 | 0.06% | 0.19% | 0.66% | Q4 2020 | Q1 2023 | 10 |
Goelzer Investment Management, Inc. | 10 | 10 | 0.02% | 0.06% | 0.11% | Q2 2017 | Q3 2019 | 10 |
Falcon Wealth Planning | 10 | 10 | 0.05% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
ZWJ INVESTMENT COUNSEL INC | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
CULLEN/FROST BANKERS, INC. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
NewEdge Advisors, LLC | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 10 |
First Affirmative Financial Network | 10 | 10 | 7.32% | 11.17% | 13.41% | Q3 2021 | Q4 2023 | 10 |
FINANCIAL CONSULATE, INC | 10 | 10 | 0.39% | 0.59% | 0.85% | Q4 2014 | Q1 2017 | 10 |
SOLARIS ASSET MANAGEMENT LLC | 10 | 10 | 0.06% | 0.35% | 0.84% | Q2 2016 | Q3 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.11% | 0.14% | Q1 2021 | Q3 2023 | 10 |
Community Financial Services Group, LLC | 10 | 10 | 0.15% | 3.85% | 8.19% | Q3 2019 | Q4 2021 | 10 |
Providence First Trust Co | 10 | 10 | 1.69% | 2.50% | 3.89% | Q2 2017 | Q3 2019 | 10 |
Portland Global Advisors LLC | 10 | 10 | 0.10% | 1.31% | 3.75% | Q2 2021 | Q3 2023 | 10 |
Apella Capital, LLC | 7 | 3 | 0.05% | 0.22% | 0.39% | Q2 2021 | Q4 2023 | 10 |
REGENTATLANTIC CAPITAL LLC | 10 | 10 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2022 | 10 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10 | 10 | 0.00% | 0.11% | 0.26% | Q2 2021 | Q3 2023 | 10 |
C M BIDWELL & ASSOCIATES LTD | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
Empowered Funds, LLC | 9 | 1 | 0.18% | 0.74% | 1.72% | Q2 2020 | Q3 2023 | 10 |
Mirae Asset Global Investments Co., Ltd. | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
TOMPKINS FINANCIAL CORP | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2023 | 10 |
WJ Wealth Management, LLC | 9 | 9 | 1.66% | 10.62% | 21.44% | Q4 2019 | Q4 2021 | 9 |
Whelan Financial | 9 | 9 | 7.50% | 8.67% | 10.17% | Q3 2021 | Q3 2023 | 9 |
Cardan Capital Partners, LLC | 8 | 1 | 0.14% | 1.13% | 3.48% | Q1 2016 | Q3 2020 | 9 |
Allworth Financial LP | 8 | 1 | 0.00% | 0.06% | 0.13% | Q1 2017 | Q3 2023 | 9 |
Foster Group, Inc. | 9 | 9 | 0.03% | 3.98% | 8.41% | Q3 2021 | Q3 2023 | 9 |
Johnson Bixby & Associates, LLC | 5 | 4 | 0.06% | 0.12% | 0.20% | Q2 2021 | Q3 2023 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.82% | 1.55% | 2.94% | Q1 2020 | Q1 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 9 |
Lucia Wealth Services, LLC | 9 | 9 | 0.05% | 0.75% | 1.80% | Q3 2018 | Q3 2020 | 9 |
Perigon Wealth Management, LLC | 9 | 9 | 0.02% | 0.05% | 0.09% | Q1 2020 | Q1 2022 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 9 | 0.00% | 0.06% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Founders Financial Alliance, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 9 |
Newport Wealth Strategies, Inc. | 9 | 9 | 0.17% | 1.68% | 4.53% | Q3 2019 | Q3 2021 | 9 |
FAS Wealth Partners, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
First National Bank of South Miami | 9 | 9 | 0.09% | 0.18% | 0.32% | Q2 2021 | Q2 2023 | 9 |
JUNCTURE WEALTH STRATEGIES, LLC | 9 | 9 | 0.20% | 0.38% | 0.53% | Q1 2017 | Q1 2019 | 9 |
ATLAS CAPITAL ADVISORS LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 9 |
Glovista Investments LLC | 9 | 9 | 0.14% | 1.33% | 3.50% | Q4 2018 | Q4 2020 | 9 |
Cardinal Strategic Wealth Guidance | 7 | 2 | 0.09% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 9 |
Tidal Investments LLC | 9 | 9 | 0.03% | 0.08% | 0.28% | Q3 2021 | Q3 2023 | 9 |
Continuum Advisory, LLC | 6 | 3 | 0.10% | 0.17% | 0.31% | Q2 2017 | Q3 2023 | 9 |
MA Private Wealth | 9 | 9 | 0.11% | 0.14% | 0.20% | Q1 2020 | Q1 2022 | 9 |
CGN Advisors LLC | 9 | 9 | 0.27% | 0.94% | 1.44% | Q4 2020 | Q4 2022 | 9 |
Anchor Investment Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 9 |
Advisory Alpha, LLC | 4 | 1 | 0.00% | 0.41% | 1.24% | Q4 2016 | Q1 2023 | 9 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2023 | 9 |
SEI INVESTMENTS CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 9 |
True Link Financial Advisors, LLC | 8 | 8 | 0.44% | 1.08% | 2.70% | Q4 2020 | Q3 2022 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.92% | 1.06% | 1.18% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.33% | 0.51% | 0.74% | Q4 2021 | Q3 2023 | 8 |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 8 | 8 | 0.12% | 0.61% | 1.14% | Q4 2021 | Q3 2023 | 8 |
MAYPORT, LLC | 8 | 8 | 2.31% | 3.94% | 5.50% | Q4 2021 | Q3 2023 | 8 |
Chandler Asset Management, Inc. | 8 | 8 | 0.14% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Bogart Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BRIGGS ADVISORY GROUP, INC. | 8 | 8 | 0.29% | 0.49% | 0.62% | Q4 2021 | Q3 2023 | 8 |
InTrack Investment Management Inc | 6 | 2 | 0.21% | 0.53% | 0.83% | Q4 2020 | Q4 2023 | 8 |
Personal Capital Advisors Corp | 7 | 1 | 0.00% | 0.39% | 3.14% | Q1 2020 | Q4 2022 | 8 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 0.64% | 0.87% | 1.30% | Q4 2019 | Q3 2023 | 8 |
H&H Retirement Design & Management INC | 8 | 8 | 0.28% | 2.51% | 4.49% | Q4 2021 | Q3 2023 | 8 |
Graypoint LLC | 8 | 8 | 0.11% | 0.13% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Peterson Financial Group, Inc. | 8 | 8 | 0.28% | 0.35% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Karpus Management, Inc. | 8 | 8 | 0.05% | 0.17% | 0.45% | Q2 2016 | Q1 2018 | 8 |
Compass Advisory Group LLC | 8 | 8 | 0.36% | 1.43% | 3.12% | Q4 2020 | Q3 2022 | 8 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q1 2017 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.42% | 0.93% | 1.96% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.01% | 0.11% | 0.20% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Faithward Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Fisher Asset Management, LLC | 8 | 8 | 0.00% | 0.10% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Municipal Employees' Retirement System of Michigan | 7 | 1 | 1.93% | 3.06% | 3.83% | Q4 2019 | Q3 2023 | 8 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q3 2018 | Q2 2023 | 8 |
Lauterbach Financial Advisors, LLC | 8 | 8 | 0.48% | 1.02% | 1.55% | Q4 2021 | Q3 2023 | 8 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 8 | 8 | 0.06% | 0.82% | 1.38% | Q4 2021 | Q3 2023 | 8 |
SINECERA CAPITAL, LLC | 8 | 8 | 0.41% | 3.85% | 10.27% | Q4 2021 | Q3 2023 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 0.82% | 1.16% | 1.33% | Q4 2021 | Q3 2023 | 8 |
Orcam Financial Group | 8 | 8 | 0.54% | 1.31% | 1.60% | Q4 2021 | Q3 2023 | 8 |
Bell Rock Capital LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q2 2019 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Greenline Partners, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q3 2021 | 8 |
Clear Perspectives Financial Planning, LLC | 8 | 8 | 0.00% | 0.62% | 4.91% | Q4 2020 | Q3 2022 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.00% | 2.28% | 4.50% | Q4 2018 | Q3 2021 | 8 |
KRAFT ASSET MANAGEMENT, LLC | 8 | 8 | 5.70% | 6.96% | 9.22% | Q4 2021 | Q3 2023 | 8 |
Asset Management Resources, LLC | 8 | 8 | 1.38% | 2.97% | 4.88% | Q4 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.07% | 0.50% | 1.54% | Q4 2021 | Q3 2023 | 8 |
Graves Light Lenhart Wealth, Inc. | 8 | 8 | 0.13% | 0.30% | 0.35% | Q3 2021 | Q2 2023 | 8 |
Paragon Capital Management Ltd | 5 | 3 | 0.90% | 2.74% | 5.30% | Q1 2019 | Q3 2023 | 8 |
One Day In July LLC | 4 | 4 | 0.06% | 0.11% | 0.21% | Q1 2021 | Q3 2023 | 8 |
UBP Investment Advisors SA | 8 | 8 | 0.10% | 0.11% | 0.13% | Q4 2020 | Q3 2022 | 8 |
Waterfront Wealth Inc. | 8 | 8 | 0.35% | 1.55% | 2.46% | Q4 2021 | Q3 2023 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 0.22% | 0.66% | 0.93% | Q4 2021 | Q3 2023 | 8 |
First Pacific Financial | 6 | 1 | 0.00% | 0.23% | 0.38% | Q3 2020 | Q2 2023 | 8 |
FINANCIAL ADVISORY PARTNERS, LLC | 8 | 8 | 0.67% | 0.76% | 0.85% | Q4 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.28% | 1.70% | 2.90% | Q4 2021 | Q3 2023 | 8 |
CAPITAL PERFORMANCE ADVISORS LLP | 8 | 8 | 0.32% | 0.34% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Centerpoint Advisors, LLC | 5 | 3 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q4 2022 | 8 |
American Trust | 8 | 8 | 1.38% | 1.82% | 2.91% | Q4 2021 | Q3 2023 | 8 |
Leicht Financial Planning & Wealth Management, Inc. | 8 | 8 | 0.17% | 4.06% | 13.04% | Q2 2018 | Q1 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BB&T SECURITIES, LLC | 6 | 2 | 0.01% | 0.11% | 0.20% | Q2 2017 | Q3 2019 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 3.98% | 5.33% | 8.74% | Q4 2021 | Q3 2023 | 8 |
Altavista Wealth Management, Inc. | 8 | 8 | 0.23% | 0.49% | 0.77% | Q1 2020 | Q4 2021 | 8 |
Merit Financial Group, LLC | 7 | 7 | 0.09% | 0.22% | 0.32% | Q1 2022 | Q3 2023 | 7 |
RWA WEALTH PARTNERS, LLC | 5 | 2 | 0.05% | 5.61% | 9.10% | Q2 2020 | Q3 2023 | 7 |
STEPHENS INC /AR/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Narus Financial Partners, LLC | 5 | 2 | 0.11% | 0.33% | 0.54% | Q2 2017 | Q1 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
TCF National Bank | 7 | 7 | 0.05% | 0.15% | 0.28% | Q3 2019 | Q1 2021 | 7 |
Cable Hill Partners, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q2 2018 | 7 |
J.W. COLE ADVISORS, INC. | 4 | 1 | 0.03% | 0.07% | 0.17% | Q4 2019 | Q1 2022 | 7 |
Betterment LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SWMG, LLC | 6 | 1 | 0.42% | 0.55% | 0.73% | Q4 2020 | Q3 2022 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 1.41% | 1.66% | 2.05% | Q4 2021 | Q3 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
BURNEY CO/ | 7 | 7 | 0.02% | 0.09% | 0.13% | Q2 2020 | Q4 2021 | 7 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 7 |
Baker Avenue Asset Management, LP | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 7 |
MANAGED ACCOUNT ADVISORS LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 7 |
Allegis Investment Advisors, LLC | 7 | 7 | 0.15% | 1.27% | 2.10% | Q3 2016 | Q1 2018 | 7 |
Integrated Investment Consultants, LLC | 7 | 7 | 0.07% | 0.80% | 1.87% | Q4 2021 | Q2 2023 | 7 |
AVAII WEALTH MANAGEMENT, LLC | 7 | 7 | 0.35% | 0.52% | 0.72% | Q1 2022 | Q3 2023 | 7 |
TOWNSQUARE CAPITAL LLC | 7 | 7 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q2 2023 | 7 |
IVC Wealth Advisors LLC | 7 | 7 | 0.22% | 0.25% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Secure Asset Management, LLC | 7 | 7 | 0.23% | 0.28% | 0.42% | Q2 2020 | Q4 2021 | 7 |
IFG Advisors, LLC | 7 | 7 | 0.21% | 0.45% | 0.68% | Q2 2021 | Q4 2022 | 7 |
FIRST AMERICAN TRUST, FSB | 7 | 7 | 0.04% | 0.13% | 0.21% | Q1 2022 | Q3 2023 | 7 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q3 2022 | 7 |
Venture Visionary Partners LLC | 7 | 7 | 0.02% | 0.04% | 0.10% | Q4 2020 | Q2 2022 | 7 |
Gray Wealth Management Inc. | 4 | 3 | 0.12% | 0.14% | 0.17% | Q4 2020 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Castleview Partners, LLC | 7 | 7 | 0.01% | 0.03% | 0.08% | Q1 2022 | Q3 2023 | 7 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 1 | 0.04% | 0.06% | 0.09% | Q3 2018 | Q2 2022 | 7 |
Wealthfront Advisers LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FDx Advisors, Inc. | 5 | 2 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2019 | 7 |
CAMBRIDGE TRUST CO | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Resonant Capital Advisors, LLC | 7 | 7 | 0.36% | 0.52% | 0.88% | Q1 2022 | Q3 2023 | 7 |
Willis Johnson & Associates, Inc. | 7 | 7 | 0.11% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 7 |
LAZARD ASSET MANAGEMENT LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2020 | 7 |
Ellis Investment Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Brickley Wealth Management | 7 | 7 | 1.39% | 1.75% | 2.10% | Q1 2022 | Q3 2023 | 7 |
Vise Technologies, Inc. | 7 | 7 | 2.11% | 2.95% | 3.23% | Q1 2022 | Q3 2023 | 7 |
Thrive Capital Management, LLC | 7 | 7 | 0.26% | 1.16% | 2.80% | Q4 2020 | Q2 2022 | 7 |
Stadion Money Management, LLC | 7 | 7 | 0.17% | 0.21% | 0.26% | Q1 2016 | Q3 2017 | 7 |
Advisors Asset Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Peak Asset Management, LLC | 7 | 7 | 0.28% | 0.35% | 0.43% | Q1 2016 | Q3 2017 | 7 |
WBI INVESTMENTS, LLC | 5 | 1 | 0.05% | 0.45% | 1.68% | Q3 2016 | Q1 2020 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.02% | 0.03% | 0.08% | Q2 2020 | Q4 2021 | 7 |
Souders Financial Advisors | 7 | 7 | 0.22% | 0.66% | 0.82% | Q1 2022 | Q3 2023 | 7 |
1834 INVESTMENT ADVISORS CO | 7 | 7 | 0.00% | 2.73% | 4.20% | Q1 2022 | Q3 2023 | 7 |
GIRARD PARTNERS LTD. | 4 | 1 | 0.03% | 0.06% | 0.11% | Q4 2017 | Q3 2020 | 7 |
Smithfield Trust Co | 5 | 1 | 0.01% | 0.09% | 0.16% | Q2 2013 | Q3 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
BAR HARBOR TRUST SERVICES | 6 | 6 | 0.12% | 0.15% | 0.24% | Q4 2019 | Q1 2021 | 6 |
Clearstead Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 6 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2022 | 6 |
Edgehill Endowment Partners, LLC | 6 | 6 | 7.74% | 11.19% | 16.51% | Q2 2022 | Q3 2023 | 6 |
Roger Wittlin Investment Advisory, LLC | 4 | 2 | 0.38% | 0.43% | 0.47% | Q1 2022 | Q3 2023 | 6 |
WC Walker & Associates, Inc. | 6 | 6 | 2.15% | 2.29% | 2.40% | Q4 2020 | Q1 2022 | 6 |
LIBRA WEALTH LLC | 6 | 6 | 15.68% | 20.32% | 35.91% | Q2 2022 | Q3 2023 | 6 |
Equitable Holdings, Inc. | 4 | 2 | 0.01% | 0.06% | 0.35% | Q3 2020 | Q3 2023 | 6 |
Brookstone Capital Management | 4 | 1 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q1 2023 | 6 |
Main Street Financial Solutions, LLC | 6 | 6 | 0.06% | 0.07% | 0.11% | Q4 2020 | Q1 2022 | 6 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 6 | 6 | 0.22% | 0.24% | 0.26% | Q2 2019 | Q3 2020 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Penserra Capital Management LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Stonebridge Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 6 |
Braun-Bostich & Associates Inc. | 6 | 6 | 0.66% | 1.63% | 2.00% | Q1 2022 | Q2 2023 | 6 |
Demars Financial Group, LLC | 6 | 6 | 0.45% | 4.47% | 8.61% | Q4 2020 | Q1 2022 | 6 |
Greenspring Advisors, LLC | 6 | 6 | 0.07% | 0.30% | 0.47% | Q2 2022 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.10% | 0.49% | Q2 2021 | Q3 2023 | 6 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 4 | 2 | 0.08% | 0.36% | 1.62% | Q4 2017 | Q3 2023 | 6 |
Schoolcraft Capital LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 2.56% | 3.50% | 4.52% | Q2 2022 | Q3 2023 | 6 |
High Note Wealth, LLC | 6 | 6 | 0.26% | 0.99% | 1.31% | Q4 2020 | Q1 2022 | 6 |
Private Wealth Advisors, LLC | 6 | 6 | 0.93% | 2.03% | 2.55% | Q2 2022 | Q3 2023 | 6 |
BREWIN DOLPHIN LTD | 6 | 6 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2022 | 6 |
Peachtree Investment Partners, LLC | 4 | 2 | 0.01% | 0.27% | 1.16% | Q3 2020 | Q3 2022 | 6 |
KLS Professional Advisors Group, LLC | 6 | 6 | 0.25% | 0.69% | 1.09% | Q1 2018 | Q2 2019 | 6 |
Lumature Wealth Partners, LLC | 6 | 6 | 0.00% | 0.03% | 0.14% | Q4 2020 | Q1 2022 | 6 |
Destiny Wealth Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Ameraudi Asset Management, Inc. | 6 | 6 | 0.09% | 1.90% | 3.99% | Q2 2022 | Q3 2023 | 6 |
CWA Asset Management Group, LLC | 5 | 1 | 0.02% | 0.22% | 0.50% | Q4 2019 | Q3 2023 | 6 |
VERITY Wealth Advisors | 6 | 6 | 0.47% | 0.53% | 0.60% | Q2 2020 | Q3 2021 | 6 |
BESSEMER GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 6 |
SWS Partners | 5 | 1 | 0.06% | 0.40% | 0.62% | Q1 2018 | Q3 2023 | 6 |
BEAM WEALTH ADVISORS, INC. | 6 | 6 | 0.19% | 0.28% | 0.37% | Q4 2019 | Q1 2021 | 6 |
Global Financial Private Capital, Inc | 5 | 1 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q2 2020 | 6 |
Crewe Advisors LLC | 6 | 6 | 0.00% | 0.01% | 0.05% | Q1 2022 | Q2 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.22% | 0.27% | 0.49% | Q2 2022 | Q3 2023 | 6 |
STALEY CAPITAL ADVISERS INC | 6 | 6 | 0.06% | 0.36% | 0.62% | Q2 2022 | Q3 2023 | 6 |
SIMPLEX TRADING, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ELEMENT POINTE ADVISORS, LLC | 5 | 1 | 0.11% | 0.71% | 0.92% | Q4 2018 | Q2 2020 | 6 |
SIMON QUICK ADVISORS, LLC | 4 | 2 | 0.00% | 0.04% | 0.11% | Q2 2021 | Q4 2022 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.04% | 0.31% | 0.53% | Q2 2022 | Q3 2023 | 6 |
RB Capital Management, LLC | 6 | 6 | 1.05% | 1.14% | 1.33% | Q2 2022 | Q3 2023 | 6 |
CreativeOne Wealth, LLC | 3 | 3 | 0.01% | 0.04% | 0.10% | Q3 2021 | Q3 2023 | 6 |
Nova R Wealth, Inc. | 6 | 6 | 10.88% | 12.07% | 13.30% | Q2 2022 | Q3 2023 | 6 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 6 | 6 | 0.04% | 0.14% | 0.23% | Q2 2022 | Q3 2023 | 6 |
McAdam, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.02% | 0.06% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 0.93% | 1.03% | 1.13% | Q2 2022 | Q3 2023 | 6 |
Barrett Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Certified Advisory Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 6 |
Clearshares LLC | 4 | 2 | 0.99% | 1.59% | 1.92% | Q2 2020 | Q4 2021 | 6 |
Burleson & Company, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Altium Wealth Management LLC | 6 | 6 | 0.83% | 1.24% | 1.48% | Q1 2021 | Q2 2022 | 6 |
Taylor Hoffman Wealth Management | 6 | 6 | 0.10% | 0.15% | 0.19% | Q2 2021 | Q3 2022 | 6 |
Hill Investment Group Partners, LLC | 6 | 6 | 0.70% | 1.18% | 1.81% | Q2 2022 | Q3 2023 | 6 |
FIRST INTERSTATE BANK | 6 | 6 | 2.78% | 9.52% | 12.98% | Q2 2022 | Q3 2023 | 6 |
Geneos Wealth Management Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 6 |
KEYSTONE WEALTH PARTNERS | 6 | 6 | 1.47% | 1.59% | 1.73% | Q4 2020 | Q1 2022 | 6 |
BARINGS LLC | 6 | 6 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q2 2023 | 6 |
Nikulski Financial, Inc. | 6 | 6 | 0.28% | 0.42% | 0.52% | Q3 2018 | Q4 2019 | 6 |
BSW Wealth Partners | 6 | 6 | 3.49% | 4.25% | 5.73% | Q2 2022 | Q3 2023 | 6 |
ADVISORY RESEARCH INC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2020 | 6 |
Modera Wealth Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 6 | 6 | 0.06% | 0.14% | 0.22% | Q1 2022 | Q2 2023 | 6 |
REDW Wealth LLC | 6 | 6 | 0.11% | 1.36% | 2.15% | Q2 2022 | Q3 2023 | 6 |
Fieldpoint Private Securities, LLC | 6 | 6 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Tanglewood Wealth Management, Inc. | 6 | 6 | 0.68% | 3.28% | 7.80% | Q2 2022 | Q3 2023 | 6 |
GenTrust, LLC | 6 | 6 | 0.10% | 1.03% | 5.26% | Q2 2022 | Q3 2023 | 6 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BROWN ADVISORY INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
THEORY FINANCIAL LLC | 4 | 1 | 1.85% | 3.08% | 4.33% | Q2 2022 | Q3 2023 | 5 |
CFS Investment Advisory Services, LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
TRUST CO OF VERMONT | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q2 2023 | 5 |
NATIXIS ADVISORS, L.P. | 5 | 5 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 5 | 5 | 0.09% | 0.17% | 0.27% | Q4 2017 | Q4 2018 | 5 |
Truvestments Capital LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
HL FINANCIAL SERVICES LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Deane Retirement Strategies, Inc. | 5 | 5 | 0.00% | 5.51% | 9.29% | Q4 2018 | Q4 2019 | 5 |
Dorsey & Whitney Trust CO LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Roble, Belko & Company, Inc | 5 | 5 | 1.55% | 2.30% | 3.08% | Q3 2022 | Q3 2023 | 5 |
Cornerstone Wealth Advisors, Inc. | 5 | 5 | 0.11% | 0.57% | 0.75% | Q3 2022 | Q3 2023 | 5 |
STABLEFORD CAPITAL II LLC | 2 | 1 | 0.15% | 1.85% | 2.63% | Q3 2017 | Q3 2023 | 5 |
Wells Financial Advisors INC | 5 | 5 | 0.14% | 4.36% | 5.97% | Q3 2022 | Q3 2023 | 5 |
Blue Chip Partners, LLC | 5 | 5 | 0.02% | 0.06% | 0.13% | Q3 2020 | Q3 2021 | 5 |
Inspire Advisors, LLC | 5 | 5 | 2.00% | 3.62% | 5.00% | Q4 2020 | Q4 2021 | 5 |
Jacobi Capital Management LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 5 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.03% | 0.93% | 2.03% | Q1 2019 | Q4 2021 | 5 |
Donoghue Forlines LLC | 4 | 1 | 1.70% | 2.23% | 2.74% | Q1 2022 | Q3 2023 | 5 |
CITY HOLDING CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Evolution Wealth Advisors, LLC | 5 | 5 | 0.10% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
COOPERMAN LEON G | 5 | 5 | 0.02% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Roundview Capital LLC | 5 | 5 | 0.59% | 1.26% | 1.65% | Q3 2022 | Q3 2023 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
TimeScale Financial, Inc. | 5 | 5 | 0.05% | 0.05% | 0.06% | Q2 2019 | Q2 2020 | 5 |
BANK OF NOVA SCOTIA | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 5 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q4 2020 | 5 |
CoreFirst Bank & Trust | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Bluefin Trading, LLC | 2 | 1 | 0.06% | 0.14% | 0.25% | Q2 2013 | Q1 2015 | 5 |
MGO ONE SEVEN LLC | 3 | 1 | 0.02% | 0.13% | 0.22% | Q4 2018 | Q4 2021 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
ANGELES WEALTH MANAGEMENT, LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Stewardship Financial Advisors, LLC | 5 | 5 | 0.30% | 1.55% | 2.66% | Q2 2016 | Q2 2017 | 5 |
Cypress Wealth Services, LLC | 5 | 5 | 0.08% | 0.09% | 0.11% | Q1 2019 | Q1 2020 | 5 |
McLean Asset Management Corp | 5 | 5 | 0.09% | 0.13% | 0.18% | Q4 2022 | Q4 2023 | 5 |
Lester Murray Antman dba SimplyRich | 5 | 5 | 0.19% | 0.34% | 0.84% | Q4 2017 | Q4 2018 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 1.15% | 1.62% | 1.98% | Q1 2015 | Q1 2016 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.06% | 0.11% | 0.16% | Q3 2021 | Q3 2022 | 5 |
TIEDEMANN ADVISORS, LLC | 3 | 1 | 0.03% | 0.08% | 0.15% | Q1 2018 | Q3 2023 | 5 |
Polaris Wealth Advisory Group, LLC | 5 | 5 | 1.26% | 1.35% | 1.45% | Q3 2022 | Q3 2023 | 5 |
HEADINVEST, LLC | 2 | 1 | 0.02% | 0.07% | 0.12% | Q4 2016 | Q3 2023 | 5 |
Acropolis Investment Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.01% | 0.06% | 0.07% | Q4 2017 | Q2 2022 | 5 |
Mutual Advisors, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 5 |
Anson Capital, Inc. | 5 | 5 | 2.36% | 7.57% | 11.11% | Q4 2021 | Q4 2022 | 5 |
MARIPAU WEALTH MANAGEMENT LLC | 5 | 5 | 0.21% | 0.27% | 0.34% | Q4 2021 | Q4 2022 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q4 2023 | 5 |
Allspring Global Investments Holdings, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
M Holdings Securities, Inc. | 4 | 4 | 0.26% | 0.31% | 0.46% | Q2 2020 | Q1 2021 | 4 |
Intelligent Financial Strategies | 3 | 1 | 0.09% | 1.80% | 3.96% | Q4 2021 | Q4 2022 | 4 |
Badgley Phelps Wealth Managers, LLC | 4 | 4 | 1.27% | 1.58% | 1.89% | Q4 2022 | Q3 2023 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.06% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
PROVENCE WEALTH MANAGEMENT GROUP | 4 | 4 | 0.40% | 0.72% | 0.91% | Q4 2022 | Q3 2023 | 4 |
Hassell Wealth Management, LLC | 4 | 4 | 7.00% | 7.65% | 8.33% | Q4 2022 | Q3 2023 | 4 |
Modus Advisors, LLC | 4 | 4 | 1.44% | 1.49% | 1.51% | Q4 2022 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 1.68% | 1.78% | 1.84% | Q4 2022 | Q3 2023 | 4 |
BOSTON FINANCIAL MANGEMENT LLC | 4 | 4 | 0.16% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
DDFG, Inc | 4 | 4 | 1.17% | 1.19% | 1.23% | Q4 2022 | Q3 2023 | 4 |
Fulcrum Equity Management | 4 | 4 | 0.12% | 0.62% | 1.55% | Q1 2021 | Q4 2021 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.15% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Archford Capital Strategies, LLC | 4 | 4 | 1.25% | 1.39% | 1.48% | Q4 2022 | Q3 2023 | 4 |
Financial Network Wealth Management LLC | 4 | 4 | 0.47% | 0.53% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Simplicity Wealth,LLC | 4 | 4 | 2.75% | 3.02% | 3.26% | Q4 2022 | Q3 2023 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.01% | 0.07% | 0.23% | Q2 2017 | Q1 2019 | 4 |
Cadence Bank | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q3 2022 | 4 |
NICOLET ADVISORY SERVICES, LLC | 4 | 4 | 0.09% | 0.20% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Bremer Bank National Association | 4 | 4 | 1.37% | 1.71% | 2.05% | Q4 2022 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
BOSTON ADVISORS LLC | 4 | 4 | 0.66% | 0.85% | 0.95% | Q4 2018 | Q3 2019 | 4 |
Texas Capital Bank Wealth Management Services Inc | 4 | 4 | 0.05% | 0.56% | 1.12% | Q3 2020 | Q2 2021 | 4 |
Arista Wealth Management, LLC | 4 | 4 | 3.59% | 5.76% | 7.01% | Q4 2022 | Q3 2023 | 4 |
AMI INVESTMENT MANAGEMENT INC | 4 | 4 | 3.40% | 3.78% | 3.96% | Q4 2022 | Q3 2023 | 4 |
Heritage Financial Services, LLC | 4 | 4 | 22.31% | 22.85% | 23.34% | Q4 2022 | Q3 2023 | 4 |
Congress Wealth Management LLC / DE / | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
BALDWIN BROTHERS LLC/MA | 4 | 4 | 0.00% | 0.28% | 0.44% | Q1 2023 | Q4 2023 | 4 |
Financial Engines Advisors L.L.C. | 4 | 4 | 0.00% | 0.01% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Spears Abacus Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q4 2020 | 4 |
FIRST MERCANTILE TRUST CO | 4 | 4 | 4.93% | 5.10% | 5.37% | Q4 2020 | Q3 2021 | 4 |
SALEM INVESTMENT COUNSELORS INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
Clear Creek Financial Management, LLC | 3 | 1 | 0.02% | 0.11% | 0.16% | Q3 2020 | Q3 2023 | 4 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 1.91% | 2.08% | 2.51% | Q4 2022 | Q3 2023 | 4 |
Verity Asset Management, Inc. | 2 | 1 | 0.89% | 1.55% | 2.95% | Q2 2020 | Q3 2023 | 4 |
Flagstone Financial Management | 4 | 4 | 0.20% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.27% | 0.46% | 0.56% | Q4 2022 | Q3 2023 | 4 |
MOODY NATIONAL BANK TRUST DIVISION | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Opus Capital Group, LLC | 4 | 4 | 4.53% | 5.31% | 6.00% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 8.97% | 11.45% | 13.59% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Titan Capital Management, LLC /TX | 3 | 1 | 5.76% | 8.15% | 10.00% | Q3 2021 | Q2 2023 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 4 | 4 | 0.16% | 0.27% | 0.32% | Q4 2020 | Q3 2021 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Whitcomb & Hess, Inc. | 4 | 4 | 0.52% | 0.61% | 0.80% | Q4 2022 | Q3 2023 | 4 |
Blossom Wealth Management | 4 | 4 | 1.27% | 1.39% | 1.56% | Q4 2022 | Q3 2023 | 4 |
LaFleur & Godfrey LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q2 2023 | 4 |
Risk Paradigm Group, LLC | 4 | 4 | 0.03% | 0.32% | 0.44% | Q1 2015 | Q4 2015 | 4 |
FourThought Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Hirtle Callaghan & Co LLC | 3 | 1 | 0.05% | 3.93% | 5.49% | Q1 2020 | Q3 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Visionary Wealth Advisors | 4 | 4 | 0.06% | 0.15% | 0.24% | Q2 2020 | Q1 2021 | 4 |
Tillman Hartley LLC | 4 | 4 | 2.43% | 2.75% | 3.59% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AMERICAN CENTURY COMPANIES INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 4 |
Delap Wealth Advisory, LLC | 4 | 4 | 4.19% | 4.65% | 4.87% | Q4 2022 | Q3 2023 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
INSIGHT 2811, INC. | 4 | 4 | 0.31% | 0.32% | 0.34% | Q4 2020 | Q3 2021 | 4 |
Manning & Napier Group, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Monument Capital Management | 4 | 4 | 0.54% | 0.82% | 1.07% | Q1 2021 | Q4 2021 | 4 |
BANK HAPOALIM BM | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 4 |
PEOPLES BANK /OH | 4 | 4 | 3.43% | 3.58% | 3.76% | Q4 2022 | Q3 2023 | 4 |
Alhambra Investment Management LLC | 4 | 4 | 7.62% | 9.42% | 10.45% | Q4 2022 | Q3 2023 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 3.85% | 4.28% | 4.88% | Q4 2022 | Q3 2023 | 4 |
RGT Wealth Advisors, LLC | 4 | 4 | 0.15% | 0.17% | 0.18% | Q4 2021 | Q3 2022 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
ETF Store, Inc. | 4 | 4 | 0.23% | 0.25% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Fluent Financial, LLC | 4 | 4 | 1.02% | 1.21% | 1.36% | Q4 2022 | Q3 2023 | 4 |
Marietta Wealth Management, LLC | 4 | 4 | 0.60% | 0.64% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Private Capital Group, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2019 | 4 |
RDA Financial Network | 4 | 4 | 0.17% | 0.19% | 0.23% | Q1 2020 | Q4 2020 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.99% | 1.07% | 1.17% | Q4 2018 | Q3 2019 | 4 |
Camelot Portfolios, LLC | 4 | 4 | 0.55% | 0.79% | 0.98% | Q1 2020 | Q4 2020 | 4 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.01% | 3.35% | 4.93% | Q1 2016 | Q4 2021 | 4 |
Laird Norton Wetherby Wealth Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.05% | Q3 2022 | Q2 2023 | 4 |
Vectors Research Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ancora Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Evergreen Advisors, LLC | 4 | 4 | 8.32% | 8.54% | 8.86% | Q4 2022 | Q3 2023 | 4 |
Antonetti Capital Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Optimal Asset Management, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
MFA WEALTH ADVISORS, LLC | 2 | 1 | 0.15% | 0.16% | 0.19% | Q2 2018 | Q1 2019 | 3 |
HC Advisors, LLC | 3 | 3 | 0.23% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 3 |
Forward Management, LLC | 3 | 3 | 0.32% | 0.34% | 0.36% | Q4 2014 | Q2 2015 | 3 |
Prostatis Group LLC | 2 | 1 | 0.03% | 0.71% | 1.65% | Q2 2020 | Q2 2023 | 3 |
VANGUARD GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AdvicePeriod, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
Sterling Financial Planning, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Greystone Financial Group, LLC | 3 | 3 | 0.11% | 2.81% | 4.41% | Q3 2022 | Q1 2023 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Apeiron RIA LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q2 2022 | 3 |
Sunflower Bank, N.A. | 3 | 3 | 0.28% | 0.53% | 0.66% | Q2 2020 | Q4 2020 | 3 |
VALICENTI ADVISORY SERVICES INC | 3 | 3 | 0.33% | 0.69% | 0.90% | Q4 2022 | Q2 2023 | 3 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q2 2022 | 3 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 15.52% | 17.77% | 19.36% | Q1 2021 | Q4 2021 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 3.14% | 3.51% | 4.18% | Q1 2023 | Q3 2023 | 3 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 3 | 3 | 1.84% | 2.80% | 4.68% | Q1 2023 | Q3 2023 | 3 |
Knowledge Leaders Capital, LLC | 3 | 3 | 1.68% | 1.77% | 1.92% | Q2 2016 | Q4 2016 | 3 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.04% | 0.11% | Q3 2019 | Q4 2021 | 3 |
NATIONAL PLANNING CORP | 2 | 1 | 0.01% | 0.12% | 0.20% | Q4 2014 | Q3 2017 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JNBA Financial Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
American Planning Services, Inc. | 3 | 3 | 0.23% | 4.59% | 13.12% | Q1 2023 | Q3 2023 | 3 |
Hoese & Co LLP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
Tuttle Capital Management, LLC | 3 | 3 | 0.17% | 0.31% | 0.46% | Q3 2014 | Q1 2015 | 3 |
Clifford Group, LLC | 3 | 3 | 0.25% | 0.27% | 0.29% | Q4 2022 | Q2 2023 | 3 |
25 LLC | 3 | 3 | 3.75% | 4.17% | 4.57% | Q1 2023 | Q3 2023 | 3 |
North Ridge Wealth Advisors, Inc. | 3 | 3 | 8.79% | 9.18% | 9.55% | Q1 2023 | Q3 2023 | 3 |
Eukles Asset Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Moss Adams Wealth Advisors LLC | 3 | 3 | 19.72% | 20.18% | 20.58% | Q1 2023 | Q3 2023 | 3 |
Lindbrook Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Laurel Wealth Advisors, Inc. | 3 | 3 | 0.52% | 0.65% | 0.77% | Q2 2022 | Q4 2022 | 3 |
Vident Investment Advisory, LLC | 2 | 1 | 0.01% | 0.14% | 0.26% | Q2 2022 | Q2 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
RMR Wealth Builders | 1 | 1 | 0.06% | 0.07% | 0.07% | Q3 2020 | Q3 2021 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.11% | 0.30% | 0.45% | Q1 2023 | Q3 2023 | 3 |
RETIREMENT CAPITAL STRATEGIES | 2 | 1 | 4.13% | 5.88% | 7.96% | Q2 2020 | Q3 2021 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Clearview Wealth Advisors LLC | 3 | 3 | 0.14% | 0.33% | 0.68% | Q4 2022 | Q2 2023 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Integre Asset Management, LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q4 2019 | 3 |
Golden State Equity Partners | 3 | 3 | 0.15% | 0.21% | 0.30% | Q1 2023 | Q3 2023 | 3 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.08% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
ACUTE INVESTMENT ADVISORY, LLC | 3 | 3 | 3.13% | 4.63% | 6.04% | Q1 2022 | Q3 2022 | 3 |
SHUFRO ROSE & CO LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Carlson Capital Management | 2 | 1 | 0.02% | 0.55% | 1.62% | Q2 2021 | Q4 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.03% | 0.09% | 0.18% | Q4 2022 | Q3 2023 | 3 |
Trustees of the Smith College | 3 | 3 | 6.10% | 7.60% | 9.46% | Q1 2022 | Q3 2022 | 3 |
Main Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Cravens & Co Advisors, LLC | 3 | 3 | 5.71% | 5.79% | 5.91% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Herr Investment Group LLC | 3 | 3 | 0.08% | 0.55% | 1.50% | Q4 2022 | Q2 2023 | 3 |
RONALD BLUE & CO LLC | 3 | 3 | 2.55% | 4.31% | 5.80% | Q4 2016 | Q2 2017 | 3 |
JAMES INVESTMENT RESEARCH INC | 2 | 1 | 0.03% | 0.10% | 0.23% | Q4 2022 | Q3 2023 | 3 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
StrongBox Wealth, LLC | 3 | 3 | 2.24% | 3.41% | 4.56% | Q2 2023 | Q4 2023 | 3 |
WT Wealth Management | 2 | 1 | 0.38% | 0.40% | 0.42% | Q3 2020 | Q4 2021 | 3 |
Hilltop Holdings Inc. | 2 | 1 | 0.08% | 0.15% | 0.28% | Q2 2019 | Q2 2020 | 3 |
Riggs Asset Managment Co. Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Virtue Capital Management, LLC | 2 | 1 | 0.00% | 0.06% | 0.18% | Q4 2017 | Q4 2021 | 3 |
Montecito Bank & Trust | 2 | 1 | 0.06% | 0.09% | 0.10% | Q3 2022 | Q4 2023 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BOKF, NA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 3 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 3 |
BAKER BOYER NATIONAL BANK | 3 | 3 | 1.77% | 1.87% | 1.99% | Q1 2023 | Q3 2023 | 3 |
Parcion Private Wealth LLC | 2 | 1 | 0.03% | 0.06% | 0.12% | Q3 2022 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.06% | 0.09% | 0.14% | Q4 2022 | Q3 2023 | 3 |
JFS WEALTH ADVISORS, LLC | 2 | 1 | 0.01% | 0.17% | 0.26% | Q4 2016 | Q3 2018 | 3 |
AlphaStar Capital Management, LLC | 2 | 1 | 0.02% | 0.19% | 0.54% | Q4 2017 | Q4 2021 | 3 |
West Coast Financial LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q2 2013 | Q4 2013 | 3 |
First PREMIER Bank | 3 | 3 | 0.08% | 0.13% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Quaker Wealth Management, LLC | 3 | 3 | 2.96% | 3.07% | 3.25% | Q1 2023 | Q3 2023 | 3 |
Grove Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Robertson Stephens Wealth Management, LLC | 2 | 1 | 0.06% | 0.11% | 0.20% | Q1 2020 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Sharkey, Howes & Javer | 2 | 1 | 0.12% | 0.37% | 0.50% | Q3 2022 | Q3 2023 | 3 |
Heirloom Wealth Management | 2 | 1 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.00% | 0.17% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PRUDENTIAL FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
One Capital Management, LLC | 3 | 3 | 0.30% | 0.37% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Ullmann Wealth Partners Group, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.06% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
NorthRock Partners, LLC | 3 | 3 | 0.08% | 0.30% | 0.65% | Q3 2019 | Q1 2020 | 3 |
KING LUTHER CAPITAL MANAGEMENT CORP | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
EATON VANCE MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Centurion Wealth Management LLC | 3 | 3 | 0.22% | 0.35% | 0.41% | Q4 2022 | Q2 2023 | 3 |
Delta Investment Management, LLC | 3 | 3 | 0.07% | 0.10% | 0.13% | Q2 2021 | Q4 2021 | 3 |
ROBINSON CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.09% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Avior Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
AJ Advisors, LLC | 3 | 3 | 2.32% | 2.50% | 2.65% | Q4 2022 | Q2 2023 | 3 |
FIRST MANHATTAN CO. LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Lenox Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Advisors Preferred, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Inspire Investing, LLC | 1 | 1 | 2.45% | 5.95% | 9.46% | Q3 2020 | Q1 2021 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 2 |
Trust Co | 2 | 2 | 0.18% | 0.23% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.08% | 0.18% | 0.29% | Q3 2017 | Q3 2018 | 2 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.07% | 0.13% | Q4 2022 | Q2 2023 | 2 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 1 | 1 | 2.36% | 4.71% | 7.06% | Q3 2022 | Q3 2023 | 2 |
CHEMICAL BANK | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q2 2019 | 2 |
CHOREO, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Family Management Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Diversified Portfolios, Inc. | 2 | 2 | 0.26% | 0.28% | 0.30% | Q4 2020 | Q1 2021 | 2 |
Retirement Planning Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.01% | 3.04% | 6.06% | Q2 2023 | Q3 2023 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Wade Financial Advisory, Inc | 2 | 2 | 2.75% | 2.92% | 3.09% | Q1 2023 | Q2 2023 | 2 |
Arcadia Wealth Management, LLC | 2 | 2 | 1.55% | 1.59% | 1.63% | Q4 2022 | Q1 2023 | 2 |
VitalStone Financial, LLC | 2 | 2 | 0.01% | 0.38% | 0.75% | Q1 2023 | Q2 2023 | 2 |
MRP Capital Investments, LLC | 2 | 2 | 0.01% | 0.34% | 0.66% | Q4 2022 | Q1 2023 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
TEXAS CAPITAL BANCSHARES INC/TX | 2 | 2 | 1.40% | 1.45% | 1.49% | Q3 2020 | Q4 2020 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
ASB Consultores, LLC | 1 | 1 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q2 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.79% | 0.79% | 0.79% | Q2 2023 | Q3 2023 | 2 |
Conrad Siegel Investment Advisors, Inc. | 1 | 1 | 0.45% | 0.85% | 1.25% | Q4 2021 | Q2 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q4 2021 | Q1 2022 | 2 |
Schubert & Co | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2022 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.02% | 0.06% | 0.10% | Q1 2022 | Q2 2022 | 2 |
Abbrea Capital, LLC | 2 | 2 | 1.79% | 1.81% | 1.84% | Q2 2023 | Q3 2023 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
LOWE BROCKENBROUGH & CO INC | 2 | 2 | 0.13% | 0.23% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Golden State Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
FORVIS Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Salomon & Ludwin, LLC | 2 | 2 | 0.07% | 0.18% | 0.29% | Q2 2023 | Q3 2023 | 2 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 2 | 2 | 1.93% | 2.05% | 2.16% | Q2 2023 | Q3 2023 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Linscomb & Williams, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2021 | 2 |
Vanguard Personalized Indexing Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q1 2021 | 2 |
Rain Capital Management, LLC | 2 | 2 | 0.07% | 8.47% | 16.87% | Q2 2023 | Q3 2023 | 2 |
Mach-1 Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Sentinus, LLC | 2 | 2 | 0.32% | 0.34% | 0.36% | Q1 2023 | Q2 2023 | 2 |
Visionary Asset Management, Inc. | 1 | 1 | 0.15% | 0.95% | 1.75% | Q3 2014 | Q1 2016 | 2 |
Retirement Solution Inc. | 2 | 2 | 0.20% | 0.23% | 0.25% | Q1 2021 | Q2 2021 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.01% | 0.06% | 0.11% | Q4 2022 | Q4 2023 | 2 |
Brio Consultants, LLC | 2 | 2 | 0.07% | 0.23% | 0.39% | Q4 2021 | Q1 2022 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 2 | 2 | 2.86% | 3.47% | 4.07% | Q4 2022 | Q1 2023 | 2 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 2 | 2 | 0.28% | 0.59% | 0.89% | Q4 2021 | Q1 2022 | 2 |
SILVERLAKE WEALTH MANAGEMENT LLC | 2 | 2 | 0.51% | 0.63% | 0.76% | Q2 2023 | Q3 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.18% | 0.18% | 0.19% | Q1 2019 | Q2 2019 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.08% | 1.88% | 3.68% | Q3 2020 | Q1 2022 | 2 |
Newport Capital Group, LLC | 2 | 2 | 5.02% | 7.53% | 10.04% | Q2 2023 | Q3 2023 | 2 |
Planning Center, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Investors Capital Advisory Services | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2016 | Q2 2016 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.16% | 0.34% | 0.52% | Q1 2018 | Q2 2018 | 2 |
Silverleafe Capital Partners, LLC | 1 | 1 | 1.70% | 2.03% | 2.36% | Q3 2022 | Q4 2023 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.09% | 0.18% | Q1 2019 | Q3 2020 | 2 |
Virtu Financial LLC | 2 | 2 | 0.03% | 0.08% | 0.13% | Q3 2017 | Q4 2017 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
MONTAG A & ASSOCIATES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2020 | Q4 2020 | 2 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 2 |
Seaside Wealth Management, Inc. | 2 | 2 | 3.55% | 3.57% | 3.60% | Q2 2023 | Q3 2023 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 2 |
Auour Investments LLC | 2 | 2 | 1.69% | 1.73% | 1.78% | Q2 2023 | Q3 2023 | 2 |
Addison Advisors LLC | 2 | 2 | 2.25% | 3.09% | 3.92% | Q2 2023 | Q3 2023 | 2 |
Westchester Capital Management, Inc. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2020 | Q1 2021 | 2 |
CABANA LLC | 1 | 1 | 0.01% | 4.45% | 8.88% | Q2 2020 | Q1 2022 | 2 |
Core Wealth Partners LLC | 2 | 2 | 0.37% | 0.82% | 1.28% | Q2 2023 | Q3 2023 | 2 |
Bridgewater Advisors Inc. | 2 | 2 | 8.24% | 9.22% | 10.20% | Q2 2023 | Q3 2023 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.27% | 0.31% | 0.35% | Q2 2023 | Q3 2023 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.09% | 0.10% | 0.12% | Q1 2021 | Q2 2021 | 2 |
Laffer Tengler Investments, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
F3Logic, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 3.66% | 3.69% | 3.72% | Q2 2023 | Q3 2023 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
SVA Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.07% | 2.13% | 4.19% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.53% | 0.56% | 0.58% | Q4 2018 | Q2 2019 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Covestor Ltd | 2 | 2 | 0.10% | 0.14% | 0.18% | Q2 2023 | Q3 2023 | 2 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.66% | 1.26% | Q2 2022 | Q4 2022 | 2 |
Westover Capital Advisors, LLC | 2 | 2 | 0.24% | 0.36% | 0.49% | Q3 2020 | Q4 2020 | 2 |
Cannell & Co. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Zhang Financial LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Dakota Wealth Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Belmont Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Trek Financial, LLC | 1 | 1 | 3.94% | 3.94% | 3.94% | Q4 2018 | Q4 2018 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Geometric Wealth Advisors | 1 | 1 | 2.41% | 2.41% | 2.41% | Q3 2023 | Q3 2023 | 1 |
Strait & Sound Wealth Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Sierra Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BTS Asset Management, Inc. | 1 | 1 | 1.74% | 1.74% | 1.74% | Q1 2023 | Q1 2023 | 1 |
COMMERCE BANK | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2018 | Q4 2018 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
Trinity Financial Advisors LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
IAM Advisory, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Alaska Permanent Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2021 | Q4 2021 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WIT, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
SHAYNE & JACOBS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Pasadena Private Wealth, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Marks Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
JT Stratford LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2019 | Q3 2019 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Certus Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Roth Financial Partners LLC | 1 | 1 | 3.40% | 3.40% | 3.40% | Q3 2023 | Q3 2023 | 1 |
Glenview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Mraz, Amerine & Associates, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SFMG, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
HALL LAURIE J TRUSTEE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Savant Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Retireful, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2023 | Q1 2023 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Riverwater Partners LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
Ballew Advisors, Inc | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2021 | Q4 2021 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
MOULTON WEALTH MANAGEMENT, INC | 1 | 1 | 2.82% | 2.82% | 2.82% | Q3 2022 | Q3 2022 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 2.85% | 2.85% | 2.85% | Q1 2023 | Q1 2023 | 1 |
Eagle Ridge Investment Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
New World Advisors LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2021 | Q2 2021 | 1 |
DOPKINS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HawsGoodwin Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q1 2020 | Q1 2020 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
AWM CAPITAL, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Pathway Financial Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
RNC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Rainwater Charitable Foundation | 1 | 1 | 13.24% | 13.24% | 13.24% | Q3 2023 | Q3 2023 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Wind River Trust Co | 1 | 1 | 1.86% | 1.86% | 1.86% | Q3 2020 | Q3 2020 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2022 | Q3 2022 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2023 | Q2 2023 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 1 | 1 | 2.96% | 2.96% | 2.96% | Q4 2020 | Q4 2020 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
DWM Financial Group, Inc. | 1 | 1 | 4.72% | 4.72% | 4.72% | Q2 2020 | Q2 2020 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Silver Oak Advisory Group, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FundX Investment Group, LLC | 1 | 1 | 6.82% | 6.82% | 6.82% | Q2 2020 | Q2 2020 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Compton Wealth Advisory Group, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2020 | Q1 2020 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cardinal Point Capital Management ULC | 1 | 1 | 9.81% | 9.81% | 9.81% | Q3 2023 | Q3 2023 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
TRUST CO OF OKLAHOMA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Truadvice, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EA Series Trust | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
BT Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Klaas Financial Asset Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2017 | Q1 2017 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Trivant Custom Portfolio Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
TrueWealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Carter Financial Group, INC. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q3 2023 | Q3 2023 | 1 |
First County Bank /CT/ | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
W.H. Cornerstone Investments Inc. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
ACAS, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2023 | Q1 2023 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2016 | Q4 2016 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Operose Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
VALLEY FINANCIAL MANAGEMENT, INC. | 1 | 1 | 1.32% | 1.32% | 1.32% | Q4 2022 | Q4 2022 | 1 |
Southland Equity Partners LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Hedeker Wealth, LLC | 1 | 1 | 1.93% | 1.93% | 1.93% | Q1 2020 | Q1 2020 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
DRW Securities, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2014 | Q2 2014 | 1 |
COLUMBIA ADVISORY PARTNERS LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BCM ADVISORS, LLC | 1 | 1 | 12.10% | 12.10% | 12.10% | Q1 2020 | Q1 2020 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Eldridge Investment Advisors, Inc. | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2017 | Q4 2017 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own VANGUARD SCOTTSDALE FDS or have owned VANGUARD SCOTTSDALE FDS in the past.