Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.33% | 0.68% | 1.29% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.51% | 1.82% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.15% | 0.31% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.26% | 0.51% | 0.78% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Acropolis Investment Management, LLC | 42 | 42 | 0.04% | 4.33% | 8.03% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 35 | 6 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.23% | 1.09% | 2.38% | Q3 2013 | Q3 2023 | 41 |
Transamerica Financial Advisors, Inc. | 35 | 6 | 0.00% | 0.37% | 1.00% | Q2 2013 | Q3 2023 | 41 |
LINCOLN NATIONAL CORP | 40 | 40 | 2.55% | 3.68% | 4.90% | Q4 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.17% | 0.44% | Q1 2014 | Q3 2023 | 39 |
Regal Investment Advisors LLC | 26 | 1 | 0.09% | 0.16% | 0.51% | Q3 2013 | Q3 2023 | 38 |
Clear Harbor Asset Management, LLC | 37 | 37 | 0.03% | 0.21% | 0.36% | Q1 2014 | Q1 2023 | 37 |
FRANKLIN RESOURCES INC | 23 | 14 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 37 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
RAYMOND JAMES & ASSOCIATES | 36 | 1 | 0.02% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 37 |
Janney Montgomery Scott LLC | 29 | 8 | 0.02% | 0.13% | 0.24% | Q1 2014 | Q3 2023 | 37 |
TRUST CO OF VIRGINIA /VA | 22 | 14 | 0.02% | 0.81% | 1.86% | Q4 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Rehmann Capital Advisory Group | 19 | 2 | 0.03% | 0.04% | 0.06% | Q1 2014 | Q3 2023 | 36 |
FC Advisory LLC | 36 | 36 | 1.32% | 3.00% | 6.03% | Q1 2015 | Q4 2023 | 36 |
DUNCKER STREETT & CO INC | 20 | 16 | 0.01% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 36 |
Boston Trust Walden Corp | 36 | 36 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2022 | 36 |
US BANCORP \DE\ | 34 | 1 | 0.00% | 0.00% | 0.04% | Q4 2014 | Q3 2023 | 35 |
PARK AVENUE SECURITIES LLC | 35 | 35 | 0.18% | 3.06% | 13.72% | Q1 2015 | Q3 2023 | 35 |
Charles Schwab Investment Advisory, Inc. | 35 | 35 | 0.64% | 5.88% | 9.12% | Q1 2015 | Q3 2023 | 35 |
CITIGROUP INC | 34 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 35 |
Quantitative Advantage, LLC | 34 | 1 | 0.12% | 0.64% | 1.66% | Q4 2013 | Q1 2023 | 35 |
Stratos Wealth Partners, LTD. | 35 | 35 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q3 2023 | 35 |
B. Riley Wealth Advisors, Inc. | 33 | 1 | 0.00% | 0.48% | 0.84% | Q4 2014 | Q3 2023 | 34 |
Private Advisor Group, LLC | 32 | 1 | 0.00% | 0.05% | 0.24% | Q3 2014 | Q3 2023 | 34 |
WHITTIER TRUST CO | 33 | 33 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2022 | 33 |
Freedom Investment Management, Inc. | 33 | 33 | 0.03% | 0.42% | 1.20% | Q3 2015 | Q3 2023 | 33 |
Bartlett & Co. LLC | 17 | 16 | 0.00% | 0.53% | 1.07% | Q3 2015 | Q4 2023 | 33 |
Blume Capital Management, Inc. | 33 | 33 | 0.01% | 0.47% | 2.38% | Q4 2013 | Q4 2021 | 33 |
Cambridge Advisors Inc. | 33 | 33 | 0.11% | 0.15% | 0.24% | Q3 2015 | Q3 2023 | 33 |
SEI INVESTMENTS CO | 33 | 33 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 33 |
Creative Planning | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
Brinker Capital Investments, LLC | 32 | 32 | 0.03% | 0.12% | 0.72% | Q2 2013 | Q1 2021 | 32 |
Checchi Capital Advisers, LLC | 32 | 32 | 0.09% | 0.49% | 1.42% | Q4 2015 | Q3 2023 | 32 |
UBS ASSET MANAGEMENT AMERICAS INC | 31 | 31 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2020 | 32 |
BANK OF HAWAII | 32 | 32 | 0.03% | 0.31% | 2.69% | Q4 2015 | Q3 2023 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.03% | 0.25% | 0.65% | Q4 2015 | Q3 2023 | 32 |
MATHER GROUP, LLC. | 32 | 32 | 2.20% | 7.12% | 9.60% | Q4 2015 | Q3 2023 | 32 |
Advisory Alpha, LLC | 16 | 5 | 0.00% | 1.84% | 5.39% | Q4 2014 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2023 | 31 |
First Horizon Advisors, Inc. | 31 | 31 | 0.00% | 0.34% | 0.59% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.02% | 0.15% | Q1 2016 | Q3 2023 | 31 |
HT Partners LLC | 31 | 31 | 0.27% | 2.27% | 3.98% | Q1 2016 | Q3 2023 | 31 |
Advisory Services Network, LLC | 27 | 4 | 0.00% | 0.06% | 0.14% | Q4 2015 | Q3 2023 | 31 |
Atria Investments, Inc | 31 | 31 | 0.03% | 0.67% | 2.32% | Q1 2016 | Q3 2023 | 31 |
BlackRock Inc. | 29 | 2 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q3 2023 | 31 |
KEYBANK NATIONAL ASSOCIATION/OH | 31 | 31 | 0.01% | 0.47% | 0.62% | Q1 2016 | Q3 2023 | 31 |
BANK OF MONTREAL /CAN/ | 27 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 30 |
Bank of New York Mellon Corp | 29 | 1 | 0.00% | 0.05% | 0.08% | Q4 2015 | Q3 2023 | 30 |
Morningstar Investment Services LLC | 30 | 30 | 0.13% | 0.75% | 1.60% | Q2 2016 | Q3 2023 | 30 |
CWM, LLC | 14 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 30 |
Valmark Advisers, Inc. | 30 | 30 | 1.02% | 1.41% | 1.64% | Q2 2016 | Q3 2023 | 30 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 29 | 29 | 0.00% | 0.12% | 0.27% | Q2 2016 | Q2 2023 | 29 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 29 |
WESBANCO BANK INC | 18 | 11 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2023 | 29 |
Sequoia Financial Advisors, LLC | 29 | 29 | 0.11% | 0.29% | 0.46% | Q3 2016 | Q3 2023 | 29 |
KAYS FINANCIAL ADVISORY CORP /ADV | 28 | 28 | 0.76% | 1.39% | 2.02% | Q4 2013 | Q3 2020 | 28 |
JANE STREET GROUP, LLC | 13 | 1 | 0.00% | 0.04% | 0.23% | Q1 2014 | Q3 2023 | 28 |
MEEDER ASSET MANAGEMENT INC | 28 | 28 | 0.00% | 0.05% | 0.22% | Q1 2016 | Q4 2022 | 28 |
FIFTH THIRD BANCORP | 26 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 28 |
Ridgewood Investments LLC | 28 | 28 | 0.33% | 0.43% | 0.59% | Q4 2016 | Q3 2023 | 28 |
ALLIANCEBERNSTEIN L.P. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Betterment LLC | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Simplicity Solutions, LLC | 16 | 1 | 0.01% | 1.03% | 2.59% | Q4 2015 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.18% | 1.25% | 2.18% | Q4 2016 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.06% | 0.13% | Q4 2016 | Q3 2023 | 27 |
GOLDMAN SACHS GROUP INC | 10 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 27 |
RKL Wealth Management LLC | 26 | 1 | 0.17% | 3.08% | 4.87% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.13% | 0.26% | Q2 2013 | Q4 2019 | 27 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.03% | Q4 2016 | Q3 2023 | 27 |
Eagle Ridge Investment Management | 27 | 27 | 1.59% | 2.24% | 3.18% | Q3 2015 | Q1 2022 | 27 |
Laird Norton Wetherby Wealth Management, LLC | 24 | 3 | 0.03% | 0.22% | 0.40% | Q2 2013 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.10% | 0.25% | Q2 2017 | Q3 2023 | 26 |
Capital Analysts, LLC | 19 | 7 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 26 |
Raymond James Financial Services Advisors, Inc. | 19 | 7 | 0.03% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 26 |
HighTower Advisors, LLC | 12 | 3 | 0.00% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 26 |
Parallel Advisors, LLC | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 26 |
MASSMUTUAL TRUST CO FSB/ADV | 25 | 25 | 0.16% | 0.27% | 0.39% | Q4 2017 | Q4 2023 | 25 |
TRUIST FINANCIAL CORP | 25 | 25 | 0.02% | 0.05% | 0.14% | Q3 2017 | Q3 2023 | 25 |
Kovack Advisors, Inc. | 25 | 25 | 0.06% | 0.08% | 0.10% | Q3 2017 | Q3 2023 | 25 |
Allianz Asset Management GmbH | 25 | 25 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2019 | 25 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 13 | 1 | 0.02% | 0.14% | 0.35% | Q2 2016 | Q3 2023 | 25 |
Money Design Co.,Ltd. | 25 | 25 | 0.87% | 1.79% | 2.68% | Q3 2017 | Q3 2023 | 25 |
First Heartland Consultants, Inc. | 19 | 6 | 0.10% | 0.40% | 0.74% | Q2 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
IndexIQ Advisors LLC | 24 | 24 | 0.05% | 1.08% | 4.62% | Q2 2016 | Q1 2022 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.00% | 0.04% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 19 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 24 |
AlphaStar Capital Management, LLC | 24 | 24 | 0.24% | 0.40% | 0.64% | Q4 2017 | Q3 2023 | 24 |
Columbus Macro, LLC | 24 | 24 | 0.85% | 1.74% | 3.24% | Q4 2017 | Q3 2023 | 24 |
FINANCIAL LIFE ADVISORS | 24 | 24 | 0.10% | 6.32% | 9.92% | Q4 2017 | Q3 2023 | 24 |
Manning & Napier Group, LLC | 24 | 24 | 0.16% | 0.26% | 0.40% | Q4 2017 | Q3 2023 | 24 |
Brookstone Capital Management | 21 | 1 | 0.00% | 0.19% | 0.28% | Q2 2015 | Q3 2023 | 24 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17 | 7 | 0.01% | 1.12% | 1.91% | Q4 2014 | Q3 2023 | 24 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 24 | 24 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 24 | 24 | 0.08% | 0.36% | 0.82% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.06% | 0.54% | Q4 2017 | Q3 2023 | 24 |
Chandler Asset Management, Inc. | 24 | 24 | 0.42% | 1.16% | 2.68% | Q4 2017 | Q3 2023 | 24 |
WealthTrust Fairport, LLC | 24 | 24 | 0.71% | 0.92% | 1.25% | Q2 2013 | Q1 2019 | 24 |
CreativeOne Wealth, LLC | 23 | 23 | 0.55% | 0.84% | 1.28% | Q1 2018 | Q3 2023 | 23 |
Valeo Financial Advisors, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 23 |
Fisher Asset Management, LLC | 18 | 5 | 0.00% | 0.05% | 0.13% | Q4 2017 | Q3 2023 | 23 |
LEUTHOLD GROUP, LLC | 19 | 4 | 0.36% | 0.57% | 1.21% | Q2 2013 | Q2 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.02% | 0.26% | 0.95% | Q1 2018 | Q3 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 15 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 23 |
Gradient Investments LLC | 20 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 23 |
MISSION WEALTH MANAGEMENT, LP | 23 | 23 | 0.03% | 2.99% | 4.84% | Q1 2018 | Q3 2023 | 23 |
Financial Advocates Investment Management | 23 | 23 | 0.02% | 0.08% | 0.16% | Q4 2017 | Q2 2023 | 23 |
NewEdge Advisors, LLC | 22 | 1 | 0.02% | 0.10% | 0.18% | Q2 2017 | Q3 2023 | 23 |
Peninsula Wealth, LLC | 23 | 23 | 0.24% | 0.36% | 0.50% | Q1 2018 | Q3 2023 | 23 |
Parkside Financial Bank & Trust | 23 | 23 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q2 2022 | 23 |
JPMORGAN CHASE & CO | 21 | 1 | 0.00% | 0.03% | 0.06% | Q3 2014 | Q3 2023 | 23 |
WealthShield Partners, LLC | 20 | 3 | 0.01% | 0.26% | 1.00% | Q4 2017 | Q3 2023 | 23 |
MUFG Americas Holdings Corp | 20 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2022 | 22 |
OneDigital Investment Advisors LLC | 13 | 4 | 0.01% | 0.07% | 0.28% | Q2 2017 | Q3 2023 | 22 |
Financial Management Professionals, Inc. | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Tower Research Capital LLC (TRC) | 9 | 2 | 0.00% | 0.03% | 0.29% | Q2 2013 | Q3 2023 | 22 |
COMERICA BANK | 21 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 22 |
ALTFEST L J & CO INC | 19 | 3 | 0.05% | 0.09% | 0.23% | Q1 2018 | Q3 2023 | 22 |
DEUTSCHE BANK AG\ | 22 | 22 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q2 2023 | 22 |
FIFTH THIRD SECURITIES, INC. | 15 | 1 | 0.05% | 0.64% | 2.01% | Q4 2017 | Q3 2023 | 22 |
Capital Investment Advisory Services, LLC | 19 | 3 | 0.00% | 0.08% | 0.27% | Q2 2017 | Q3 2023 | 22 |
DEARBORN PARTNERS LLC | 21 | 21 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 21 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 17 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Vectors Research Management, LLC | 21 | 21 | 0.14% | 1.46% | 6.60% | Q3 2018 | Q3 2023 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.01% | 0.08% | 0.27% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.39% | 0.62% | 1.03% | Q3 2018 | Q3 2023 | 21 |
GOULD ASSET MANAGEMENT LLC /CA/ | 15 | 6 | 0.14% | 0.82% | 4.14% | Q2 2015 | Q3 2021 | 21 |
PROFFITT & GOODSON INC | 21 | 21 | 1.92% | 2.60% | 3.37% | Q3 2018 | Q3 2023 | 21 |
Belpointe Asset Management LLC | 16 | 1 | 0.02% | 0.04% | 0.10% | Q3 2017 | Q3 2023 | 21 |
TELEMUS CAPITAL, LLC | 20 | 20 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 20 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q4 2022 | 20 |
Symmetry Partners, LLC | 20 | 20 | 0.32% | 0.70% | 1.04% | Q4 2016 | Q3 2021 | 20 |
Executive Wealth Management, LLC | 20 | 20 | 0.00% | 4.99% | 7.31% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.02% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Resource Planning Group | 20 | 20 | 0.26% | 0.56% | 0.82% | Q4 2018 | Q3 2023 | 20 |
Strategic Investment Advisors / MI | 20 | 20 | 0.58% | 1.39% | 2.25% | Q4 2018 | Q3 2023 | 20 |
Ally Invest Advisors Inc. | 20 | 20 | 5.30% | 6.26% | 7.38% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.14% | Q4 2017 | Q3 2022 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 1.35% | 1.81% | 2.27% | Q4 2018 | Q3 2023 | 20 |
TIEDEMANN ADVISORS, LLC | 20 | 20 | 0.07% | 0.44% | 1.93% | Q4 2018 | Q3 2023 | 20 |
OPPENHEIMER & CO INC | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
First PREMIER Bank | 17 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 20 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 20 |
Koshinski Asset Management, Inc. | 13 | 1 | 0.05% | 0.09% | 0.15% | Q4 2015 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
ALPS ADVISORS INC | 17 | 3 | 0.02% | 0.07% | 0.17% | Q4 2017 | Q3 2023 | 20 |
First Allied Advisory Services, Inc. | 20 | 20 | 0.01% | 0.16% | 0.32% | Q4 2015 | Q3 2020 | 20 |
TRAN CAPITAL MANAGEMENT, L.P. | 20 | 20 | 0.10% | 0.18% | 0.30% | Q4 2018 | Q3 2023 | 20 |
MA Private Wealth | 20 | 20 | 0.26% | 1.95% | 5.50% | Q4 2018 | Q3 2023 | 20 |
HUNTINGTON NATIONAL BANK | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.02% | 0.82% | 2.38% | Q1 2018 | Q3 2023 | 20 |
ALESCO ADVISORS LLC | 20 | 20 | 0.01% | 0.09% | 0.17% | Q1 2017 | Q4 2021 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 20 | 20 | 1.36% | 5.21% | 8.39% | Q4 2018 | Q3 2023 | 20 |
Bay Harbor Wealth Management, LLC | 20 | 20 | 2.85% | 3.42% | 4.00% | Q4 2018 | Q3 2023 | 20 |
Bangor Savings Bank | 14 | 6 | 0.00% | 0.17% | 1.03% | Q3 2018 | Q3 2023 | 20 |
PRUDENTIAL FINANCIAL INC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
FAS Wealth Partners, Inc. | 20 | 20 | 0.00% | 0.06% | 0.15% | Q4 2018 | Q3 2023 | 20 |
JANUS HENDERSON GROUP PLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 1.79% | 3.00% | 4.12% | Q4 2018 | Q3 2023 | 20 |
Private Capital Group, LLC | 19 | 19 | 0.03% | 0.08% | 0.12% | Q4 2017 | Q2 2022 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
SIGNATUREFD, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 19 |
EAGLE ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 19 |
NATIONAL PLANNING CORP | 19 | 19 | 0.15% | 0.65% | 1.90% | Q2 2013 | Q4 2017 | 19 |
Gladstone Institutional Advisory LLC | 19 | 19 | 0.02% | 0.09% | 0.42% | Q4 2018 | Q2 2023 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.06% | 0.14% | 0.22% | Q1 2019 | Q3 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.48% | 1.84% | 2.82% | Q1 2019 | Q3 2023 | 19 |
Sound Income Strategies, LLC | 13 | 6 | 0.00% | 0.03% | 0.11% | Q4 2017 | Q3 2023 | 19 |
Larson Financial Group LLC | 14 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
PACIFIC FINANCIAL GROUP INC | 13 | 3 | 0.02% | 0.79% | 4.29% | Q2 2015 | Q3 2023 | 19 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.09% | 0.18% | Q4 2014 | Q4 2021 | 19 |
Joel Isaacson & Co., LLC | 13 | 6 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 19 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q2 2023 | 19 |
Advisors Asset Management, Inc. | 14 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 19 |
PFG Advisors | 19 | 19 | 0.29% | 0.43% | 0.57% | Q1 2019 | Q3 2023 | 19 |
Jacobi Capital Management LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2021 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.01% | 0.67% | 1.22% | Q2 2013 | Q4 2017 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 1.86% | 2.11% | 2.57% | Q2 2013 | Q4 2017 | 19 |
Allworth Financial LP | 18 | 1 | 0.00% | 0.12% | 0.37% | Q3 2018 | Q3 2023 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 1.03% | 1.25% | 1.83% | Q2 2013 | Q4 2017 | 19 |
Cetera Advisor Networks LLC | 18 | 18 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 18 |
FIRST NATIONAL TRUST CO | 18 | 18 | 0.19% | 0.31% | 0.44% | Q2 2019 | Q3 2023 | 18 |
SeaCrest Wealth Management, LLC | 17 | 1 | 0.02% | 0.16% | 0.23% | Q4 2017 | Q2 2022 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.54% | 1.36% | 2.28% | Q4 2018 | Q3 2023 | 18 |
RiverFront Investment Group, LLC | 18 | 18 | 0.01% | 0.11% | 0.25% | Q4 2018 | Q1 2023 | 18 |
Archer Investment Corp | 18 | 18 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 18 |
ROBERTS GLORE & CO INC /IL/ | 18 | 18 | 0.33% | 0.74% | 1.31% | Q4 2017 | Q1 2022 | 18 |
Baird Financial Group, Inc. | 14 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 18 |
FIRST FOUNDATION ADVISORS | 18 | 18 | 0.01% | 0.09% | 0.17% | Q3 2018 | Q4 2022 | 18 |
HNP Capital LLC | 18 | 18 | 0.04% | 1.01% | 5.55% | Q4 2018 | Q1 2023 | 18 |
Dynamic Advisor Solutions LLC | 9 | 9 | 0.01% | 0.07% | 0.29% | Q3 2018 | Q2 2023 | 18 |
JNBA Financial Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 18 |
Western Wealth Management, LLC | 10 | 8 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 18 |
Mosaic Family Wealth, LLC | 14 | 3 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q4 2021 | 17 |
Lido Advisors, LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
Invesco Ltd. | 10 | 7 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 17 |
D.A. DAVIDSON & CO. | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q1 2022 | 17 |
Parkside Advisors LLC | 17 | 17 | 0.47% | 4.73% | 7.49% | Q4 2019 | Q4 2023 | 17 |
Snowden Capital Advisors LLC | 9 | 8 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 17 |
MOODY NATIONAL BANK TRUST DIVISION | 17 | 17 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q1 2023 | 17 |
WT Wealth Management | 17 | 17 | 0.15% | 0.79% | 2.17% | Q3 2019 | Q3 2023 | 17 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9 | 2 | 0.00% | 0.14% | 0.45% | Q4 2014 | Q3 2019 | 17 |
Advanced Asset Management Advisors Inc | 12 | 5 | 0.01% | 2.31% | 3.57% | Q1 2019 | Q3 2023 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 17 |
MD Financial Management Inc. | 17 | 17 | 1.73% | 2.80% | 5.09% | Q4 2017 | Q4 2021 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.10% | 0.30% | Q1 2018 | Q1 2022 | 17 |
Cetera Advisors LLC | 15 | 1 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 17 |
Carroll Financial Associates, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 17 |
Brickley Wealth Management | 17 | 17 | 0.96% | 2.30% | 6.50% | Q4 2017 | Q4 2021 | 17 |
Catalyst Capital Advisors LLC | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
BESSEMER GROUP INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 17 |
GREAT VALLEY ADVISOR GROUP, INC. | 11 | 5 | 0.02% | 0.15% | 0.39% | Q4 2018 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
TFG Advisers LLC | 16 | 16 | 0.10% | 0.25% | 0.39% | Q3 2019 | Q2 2023 | 16 |
Perigon Wealth Management, LLC | 15 | 1 | 0.04% | 0.09% | 0.20% | Q3 2011 | Q3 2023 | 16 |
Sovereign Investment Advisors, LLC | 16 | 16 | 2.67% | 3.30% | 4.34% | Q4 2019 | Q3 2023 | 16 |
HM PAYSON & CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Faithward Advisors, LLC | 16 | 16 | 0.01% | 1.46% | 5.07% | Q4 2019 | Q3 2023 | 16 |
Global Trust Asset Management, LLC | 15 | 1 | 0.00% | 0.06% | 0.63% | Q2 2018 | Q3 2023 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.19% | 0.69% | 1.23% | Q4 2019 | Q3 2023 | 16 |
Aptus Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BDO Wealth Advisors, LLC | 16 | 16 | 0.01% | 0.04% | 0.10% | Q3 2019 | Q2 2023 | 16 |
Mutual Advisors, LLC | 16 | 16 | 0.05% | 0.18% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Focused Wealth Management, Inc | 13 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
Horan Securities, Inc. | 6 | 4 | 0.00% | 0.05% | 0.11% | Q4 2018 | Q1 2023 | 16 |
CENTAURUS FINANCIAL, INC. | 14 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q1 2023 | 16 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 2 | 0.61% | 0.74% | 0.93% | Q2 2013 | Q3 2017 | 16 |
Financial Insights, Inc. | 16 | 16 | 0.44% | 4.44% | 7.50% | Q4 2018 | Q3 2022 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Marcum Wealth, LLC | 16 | 16 | 0.09% | 0.26% | 0.63% | Q4 2019 | Q3 2023 | 16 |
MANNING & NAPIER ADVISORS LLC | 16 | 16 | 0.00% | 0.03% | 0.15% | Q4 2013 | Q3 2017 | 16 |
HOWE & RUSLING INC | 13 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 16 |
EFG Asset Management (Americas) Corp. | 16 | 16 | 0.06% | 0.37% | 0.68% | Q4 2019 | Q3 2023 | 16 |
Summit Wealth Group, LLC | 16 | 16 | 0.55% | 6.16% | 12.29% | Q4 2019 | Q3 2023 | 16 |
Values First Advisors, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 4 | 0.01% | 0.11% | 0.17% | Q1 2019 | Q3 2023 | 15 |
Cetera Investment Advisers | 15 | 15 | 0.03% | 0.14% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Baker Avenue Asset Management, LP | 7 | 3 | 0.01% | 0.68% | 1.85% | Q4 2014 | Q3 2023 | 15 |
Elmwood Wealth Management, Inc. | 7 | 2 | 0.01% | 0.06% | 0.32% | Q1 2018 | Q2 2022 | 15 |
Tortoise Investment Management, LLC | 11 | 4 | 0.00% | 0.25% | 0.84% | Q1 2016 | Q3 2023 | 15 |
Keystone Financial Group | 13 | 2 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 15 |
SigFig Wealth Management, LLC | 15 | 15 | 0.06% | 0.25% | 0.32% | Q1 2020 | Q3 2023 | 15 |
ZEKE CAPITAL ADVISORS, LLC | 15 | 15 | 0.05% | 0.10% | 0.30% | Q2 2019 | Q4 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.16% | 0.24% | 0.38% | Q1 2020 | Q3 2023 | 15 |
Visionary Wealth Advisors | 15 | 15 | 0.02% | 0.96% | 1.95% | Q4 2019 | Q2 2023 | 15 |
Garde Capital, Inc. | 11 | 1 | 0.04% | 0.10% | 0.28% | Q4 2015 | Q4 2019 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
OneAscent Financial Services LLC | 7 | 1 | 0.20% | 7.47% | 15.68% | Q2 2019 | Q3 2023 | 15 |
Cerity Partners LLC | 12 | 3 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 15 |
Center for Financial Planning, Inc. | 15 | 15 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q2 2023 | 15 |
Aveo Capital Partners, LLC | 11 | 4 | 0.05% | 0.51% | 1.37% | Q1 2019 | Q3 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 15 | 0.02% | 0.09% | 0.18% | Q1 2020 | Q3 2023 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2018 | 15 |
Orion Portfolio Solutions, LLC | 15 | 15 | 0.26% | 0.90% | 1.43% | Q1 2020 | Q3 2023 | 15 |
FARMERS & MERCHANTS INVESTMENTS INC | 14 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2021 | 15 |
Lenox Wealth Advisors, LLC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.26% | 0.40% | 0.56% | Q2 2016 | Q4 2019 | 15 |
Sensible Financial Planning & Management, LLC. | 11 | 4 | 0.19% | 0.67% | 1.86% | Q3 2014 | Q3 2023 | 15 |
Pinnacle Advisory Group, Inc. | 14 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q1 2021 | 15 |
AMI INVESTMENT MANAGEMENT INC | 15 | 15 | 0.22% | 0.70% | 1.40% | Q4 2018 | Q2 2022 | 15 |
Gilbert & Cook, Inc. | 15 | 15 | 0.06% | 0.18% | 0.30% | Q2 2018 | Q4 2021 | 15 |
BEAM WEALTH ADVISORS, INC. | 15 | 15 | 0.16% | 0.27% | 0.35% | Q4 2019 | Q2 2023 | 15 |
SWS Partners | 5 | 1 | 0.95% | 1.36% | 1.85% | Q4 2017 | Q3 2023 | 15 |
Truvestments Capital LLC | 8 | 6 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Pensionmark Financial Group, LLC | 12 | 2 | 0.05% | 0.10% | 0.19% | Q4 2019 | Q3 2023 | 14 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 14 | 0.10% | 2.62% | 7.96% | Q2 2020 | Q3 2023 | 14 |
Clearwater Capital Advisors, LLC | 14 | 14 | 0.07% | 0.53% | 0.81% | Q4 2016 | Q1 2020 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2022 | 14 |
Successful Portfolios LLC | 12 | 2 | 0.19% | 0.40% | 1.10% | Q4 2019 | Q3 2023 | 14 |
MainStreet Investment Advisors LLC | 14 | 14 | 0.10% | 0.41% | 1.35% | Q2 2020 | Q3 2023 | 14 |
Verde Capital Management | 14 | 14 | 0.18% | 0.32% | 0.52% | Q2 2020 | Q3 2023 | 14 |
Graypoint LLC | 14 | 14 | 0.04% | 0.10% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Argent Trust Co | 9 | 5 | 0.02% | 0.08% | 0.24% | Q1 2020 | Q3 2023 | 14 |
Sigma Planning Corp | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Front Row Advisors LLC | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
BARD ASSOCIATES INC | 14 | 14 | 0.98% | 1.12% | 1.54% | Q2 2020 | Q3 2023 | 14 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 1 | 0.05% | 0.21% | 1.76% | Q4 2018 | Q1 2023 | 14 |
PITCAIRN CO | 13 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 14 |
RAYMOND JAMES TRUST N.A. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.02% | 0.12% | 0.45% | Q3 2017 | Q1 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.48% | 0.87% | 1.66% | Q1 2017 | Q2 2020 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.02% | 0.53% | 1.06% | Q2 2020 | Q3 2023 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 14 |
Trilogy Capital Inc. | 13 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 14 |
55I, LLC | 14 | 14 | 0.50% | 1.39% | 3.20% | Q4 2018 | Q1 2022 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.05% | 0.13% | 0.36% | Q4 2019 | Q3 2023 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2019 | 14 |
JFB Holdings Corp | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 14 |
Outlook Wealth Advisors, LLC | 11 | 3 | 0.17% | 0.42% | 0.81% | Q1 2020 | Q3 2023 | 14 |
EP Wealth Advisors, LLC | 10 | 1 | 0.01% | 0.07% | 0.13% | Q3 2019 | Q3 2023 | 13 |
Banco de Sabadell, S.A | 13 | 13 | 0.09% | 0.13% | 0.19% | Q4 2017 | Q4 2020 | 13 |
SUNTRUST BANKS INC | 12 | 1 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q3 2019 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.02% | 0.24% | 0.53% | Q3 2020 | Q3 2023 | 13 |
APPLETON PARTNERS INC/MA | 10 | 1 | 0.02% | 0.04% | 0.11% | Q1 2017 | Q1 2022 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Forefront Analytics, LLC | 11 | 2 | 0.10% | 0.29% | 0.54% | Q4 2017 | Q1 2022 | 13 |
STERLING INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.95% | 1.88% | 2.62% | Q1 2019 | Q1 2022 | 13 |
COURIER CAPITAL LLC | 11 | 2 | 0.03% | 0.27% | 1.63% | Q4 2017 | Q3 2023 | 13 |
Unison Advisors LLC | 13 | 13 | 0.07% | 0.45% | 0.94% | Q3 2020 | Q3 2023 | 13 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 0.07% | 0.13% | 0.19% | Q3 2020 | Q3 2023 | 13 |
LVW Advisors, LLC | 13 | 13 | 0.06% | 0.15% | 0.19% | Q3 2015 | Q3 2018 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
MILLENNIUM MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2022 | 13 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 13 | 13 | 2.28% | 6.36% | 8.87% | Q1 2019 | Q1 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.08% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Frontier Wealth Management LLC | 9 | 4 | 0.00% | 0.07% | 0.19% | Q2 2018 | Q2 2022 | 13 |
Hanlon Investment Management, Inc. | 13 | 13 | 0.65% | 0.84% | 1.21% | Q3 2020 | Q3 2023 | 13 |
Charles Schwab Trust Co | 13 | 13 | 0.08% | 1.77% | 4.30% | Q3 2019 | Q3 2022 | 13 |
Estate Counselors, LLC | 6 | 3 | 0.13% | 0.54% | 0.96% | Q2 2013 | Q4 2022 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Guidance Point Advisors, LLC | 13 | 13 | 0.08% | 0.49% | 0.76% | Q1 2020 | Q1 2023 | 13 |
United Asset Strategies, Inc. | 13 | 13 | 1.17% | 1.60% | 2.18% | Q3 2020 | Q3 2023 | 13 |
SPINNAKER TRUST | 13 | 13 | 0.06% | 1.17% | 1.46% | Q4 2015 | Q4 2018 | 13 |
Investors Research Corp | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.12% | 0.18% | 0.34% | Q4 2020 | Q4 2023 | 13 |
BNP PARIBAS FINANCIAL MARKETS | 8 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 12 |
GARRISON POINT ADVISORS, LLC | 12 | 12 | 0.16% | 0.35% | 0.51% | Q2 2020 | Q1 2023 | 12 |
Inspire Advisors, LLC | 12 | 12 | 0.10% | 0.24% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Biltmore Capital Advisors LLC | 12 | 12 | 0.48% | 1.03% | 1.90% | Q1 2019 | Q4 2021 | 12 |
Summit Global Investments | 11 | 1 | 0.03% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.36% | 0.85% | 1.30% | Q4 2020 | Q3 2023 | 12 |
CENTRAL BANK OF BRAZIL | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Clean Yield Group | 12 | 12 | 0.15% | 1.16% | 2.98% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.05% | 0.14% | Q1 2019 | Q2 2022 | 12 |
BAILARD, INC. | 12 | 12 | 0.04% | 0.69% | 1.60% | Q3 2020 | Q2 2023 | 12 |
Continuum Advisory, LLC | 7 | 2 | 0.15% | 0.21% | 0.36% | Q2 2017 | Q3 2023 | 12 |
BBVA USA Bancshares, Inc. | 12 | 12 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q1 2021 | 12 |
Peak Capital Management LLC | 12 | 12 | 1.74% | 4.59% | 10.32% | Q2 2017 | Q1 2020 | 12 |
Center For Asset Management LLC | 12 | 12 | 4.18% | 4.98% | 6.36% | Q4 2020 | Q3 2023 | 12 |
Fortis Advisors, LLC | 7 | 5 | 0.01% | 0.04% | 0.12% | Q1 2019 | Q4 2022 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.23% | 0.28% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.16% | 0.29% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.39% | 0.68% | 0.84% | Q2 2020 | Q3 2023 | 12 |
OLD NATIONAL BANCORP /IN/ | 12 | 12 | 0.13% | 0.19% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Bridge Advisory, LLC | 12 | 12 | 0.78% | 2.50% | 4.62% | Q4 2020 | Q3 2023 | 12 |
Merriman Wealth Management, LLC | 6 | 1 | 0.02% | 0.73% | 1.83% | Q2 2018 | Q3 2023 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.03% | 0.10% | 0.35% | Q1 2019 | Q1 2022 | 12 |
Mariner, LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
BLB&B Advisors, LLC | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Bragg Financial Advisors, Inc | 12 | 12 | 0.02% | 0.05% | 0.13% | Q4 2020 | Q3 2023 | 12 |
RATIONAL ADVISORS LLC | 8 | 4 | 0.03% | 0.62% | 2.76% | Q1 2018 | Q4 2022 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 12 | 12 | 0.02% | 1.41% | 3.21% | Q1 2019 | Q4 2021 | 12 |
North Star Investment Management Corp. | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.06% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 0.76% | 1.02% | 1.32% | Q4 2020 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 2.82% | 3.25% | 3.59% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.08% | 0.12% | 0.16% | Q4 2018 | Q3 2021 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.21% | 0.44% | 1.14% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 1.47% | 4.25% | 6.00% | Q4 2020 | Q3 2023 | 12 |
Commonwealth Equity Services, Inc | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2017 | 12 |
Veery Capital, LLC | 12 | 12 | 0.47% | 0.73% | 0.87% | Q4 2020 | Q3 2023 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 7.74% | 8.35% | 9.09% | Q4 2020 | Q3 2023 | 12 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q1 2023 | 11 |
VALLEY NATIONAL ADVISERS INC | 11 | 11 | 0.00% | 0.03% | 0.09% | Q2 2020 | Q4 2022 | 11 |
DAVIS R M INC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q2 2023 | 11 |
Spectrum Asset Management, Inc. (NB/CA) | 11 | 11 | 0.13% | 4.16% | 7.32% | Q2 2019 | Q4 2021 | 11 |
S.A. Mason LLC | 11 | 11 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q2 2022 | 11 |
DT Investment Partners, LLC | 5 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2020 | 11 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2022 | 11 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 11 |
Csenge Advisory Group | 6 | 2 | 0.02% | 0.08% | 0.17% | Q3 2019 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Heartwood Wealth Advisors LLC | 10 | 1 | 2.46% | 2.70% | 3.43% | Q4 2019 | Q4 2022 | 11 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 11 | 11 | 0.10% | 0.33% | 0.46% | Q1 2021 | Q3 2023 | 11 |
Lloyd Advisory Services, LLC. | 11 | 11 | 0.28% | 0.33% | 0.40% | Q4 2019 | Q2 2022 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Wakefield Asset Management LLLP | 11 | 11 | 2.43% | 3.87% | 5.88% | Q3 2018 | Q1 2021 | 11 |
HSBC HOLDINGS PLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Berger Financial Group, Inc | 11 | 11 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q2 2023 | 11 |
Sandy Spring Bank | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 11 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.08% | 0.27% | Q3 2018 | Q4 2021 | 11 |
TrueWealth Advisors, LLC | 11 | 11 | 0.11% | 0.22% | 0.35% | Q1 2021 | Q3 2023 | 11 |
DeGreen Capital Management LLC | 11 | 11 | 6.07% | 7.35% | 9.58% | Q1 2019 | Q3 2021 | 11 |
AFAM CAPITAL, INC. | 11 | 11 | 0.09% | 0.42% | 1.42% | Q4 2015 | Q2 2018 | 11 |
HighMark Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NorthRock Partners, LLC | 8 | 3 | 0.02% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
ROCKLAND TRUST CO | 5 | 1 | 0.02% | 0.15% | 0.58% | Q4 2018 | Q3 2023 | 11 |
Sargent Bickham Lagudis LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 11 |
AlphaMark Advisors, LLC | 8 | 3 | 0.00% | 0.15% | 0.60% | Q2 2016 | Q1 2021 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.04% | 0.18% | 0.29% | Q1 2018 | Q3 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Forward Management, LLC | 11 | 11 | 0.05% | 0.12% | 0.18% | Q2 2013 | Q4 2015 | 11 |
Foundations Investment Advisors, LLC | 10 | 1 | 0.01% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Onyx Bridge Wealth Group LLC | 11 | 11 | 0.05% | 0.18% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Cedar Brook Financial Partners, LLC | 9 | 2 | 0.07% | 0.14% | 0.26% | Q2 2019 | Q3 2022 | 11 |
FEDERATED HERMES, INC. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2017 | 11 |
IHT Wealth Management, LLC | 6 | 2 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q2 2021 | 11 |
Lionsbridge Wealth Management LLC | 10 | 10 | 3.14% | 3.87% | 4.99% | Q4 2019 | Q1 2022 | 10 |
Capital Asset Advisory Services LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q1 2022 | 10 |
HBW ADVISORY SERVICES LLC | 9 | 1 | 0.05% | 0.18% | 0.26% | Q4 2019 | Q3 2023 | 10 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 10 | 0.01% | 0.33% | 0.74% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Realta Investment Advisors | 6 | 2 | 0.00% | 0.16% | 0.41% | Q1 2019 | Q3 2023 | 10 |
CULLEN/FROST BANKERS, INC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.06% | 0.16% | Q4 2020 | Q1 2023 | 10 |
Whitcomb & Hess, Inc. | 10 | 10 | 4.96% | 11.00% | 18.40% | Q2 2021 | Q3 2023 | 10 |
WBI INVESTMENTS, LLC | 9 | 1 | 0.05% | 1.08% | 1.71% | Q3 2014 | Q3 2017 | 10 |
Intelligence Driven Advisers, LLC | 7 | 3 | 0.05% | 0.43% | 0.66% | Q4 2020 | Q2 2023 | 10 |
Atlantic Union Bankshares Corp | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q1 2023 | 10 |
SYNOVUS FINANCIAL CORP | 5 | 2 | 0.00% | 0.00% | 0.03% | Q1 2017 | Q2 2020 | 10 |
Mitsubishi UFJ Asset Management Co., Ltd. | 10 | 10 | 0.07% | 0.17% | 0.31% | Q2 2021 | Q3 2023 | 10 |
GeoWealth Management, LLC | 7 | 1 | 0.00% | 0.24% | 1.14% | Q3 2019 | Q1 2023 | 10 |
Zurich Insurance Group Ltd/FI | 10 | 10 | 0.16% | 0.26% | 0.33% | Q2 2021 | Q3 2023 | 10 |
Key FInancial Inc | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2020 | 10 |
SWARTHMORE GROUP INC | 5 | 2 | 0.34% | 0.53% | 0.73% | Q4 2017 | Q3 2020 | 10 |
Strategic Blueprint, LLC | 10 | 10 | 0.03% | 0.12% | 0.34% | Q2 2021 | Q3 2023 | 10 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 5 | 5 | 0.37% | 0.59% | 0.97% | Q4 2020 | Q3 2023 | 10 |
3D/L Capital Management, LLC | 10 | 10 | 0.08% | 0.14% | 0.18% | Q1 2021 | Q2 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q2 2010 | Q3 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 5 | 5 | 0.00% | 1.10% | 3.23% | Q3 2020 | Q1 2023 | 10 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.30% | 0.47% | 0.62% | Q1 2019 | Q3 2023 | 10 |
Johnson Bixby & Associates, LLC | 10 | 10 | 0.04% | 0.16% | 0.57% | Q4 2020 | Q1 2023 | 10 |
Castle Rock Wealth Management, LLC | 10 | 10 | 0.26% | 0.55% | 1.09% | Q1 2020 | Q2 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Hugh Johnson Advisors LLC | 10 | 10 | 0.78% | 0.89% | 1.07% | Q1 2017 | Q2 2019 | 10 |
True North Advisors, LLC | 7 | 3 | 0.06% | 0.23% | 0.34% | Q1 2021 | Q3 2023 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
HORIZON FINANCIAL SERVICES, LLC | 10 | 10 | 2.89% | 3.50% | 4.24% | Q2 2021 | Q3 2023 | 10 |
Advisors Capital Management, LLC | 6 | 4 | 0.52% | 0.63% | 0.79% | Q2 2018 | Q3 2021 | 10 |
TOMPKINS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 9 |
Lucia Wealth Services, LLC | 9 | 9 | 0.05% | 0.90% | 1.86% | Q3 2018 | Q3 2020 | 9 |
TD Capital Management LLC | 9 | 9 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q3 2019 | 9 |
UMB Bank, n.a. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 9 |
Connecticut Wealth Management, LLC | 8 | 1 | 0.02% | 0.50% | 0.98% | Q4 2018 | Q3 2023 | 9 |
First Financial Bank - Trust Division | 9 | 9 | 0.05% | 0.19% | 0.31% | Q4 2021 | Q4 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2021 | 9 |
Virtu KCG Holdings LLC | 4 | 2 | 0.01% | 0.05% | 0.14% | Q1 2014 | Q2 2017 | 9 |
CAPITAL INSIGHT PARTNERS, LLC | 9 | 9 | 0.06% | 0.71% | 1.34% | Q2 2020 | Q2 2022 | 9 |
Concord Wealth Partners | 4 | 2 | 0.00% | 0.00% | 0.03% | Q4 2020 | Q3 2023 | 9 |
Vestmark Advisory Solutions, Inc. | 6 | 3 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q2 2021 | 9 |
Pacifica Partners Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Claraphi Advisory Network, LLC | 7 | 1 | 0.00% | 0.33% | 0.74% | Q3 2019 | Q4 2022 | 9 |
BANK OF STOCKTON | 9 | 9 | 0.11% | 0.12% | 0.14% | Q1 2016 | Q1 2018 | 9 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 9 |
SOA Wealth Advisors, LLC. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
NOMURA ASSET MANAGEMENT CO LTD | 4 | 2 | 0.00% | 0.04% | 0.19% | Q2 2020 | Q2 2023 | 9 |
First National Bank of Hutchinson | 9 | 9 | 0.23% | 2.85% | 6.34% | Q4 2019 | Q4 2021 | 9 |
HawsGoodwin Investment Management LLC | 9 | 9 | 0.28% | 1.03% | 3.31% | Q4 2019 | Q4 2021 | 9 |
NewSquare Capital LLC | 3 | 1 | 0.00% | 0.04% | 0.17% | Q3 2015 | Q2 2023 | 9 |
WASHINGTON TRUST Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
Summit Asset Management, LLC | 9 | 9 | 0.10% | 0.19% | 0.42% | Q4 2019 | Q4 2021 | 9 |
Founders Financial Alliance, LLC | 8 | 1 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q2 2023 | 9 |
Seven Post Investment Office LP | 9 | 9 | 0.06% | 0.09% | 0.13% | Q1 2020 | Q1 2022 | 9 |
Crabel Capital Management, LLC | 5 | 1 | 0.11% | 0.58% | 1.83% | Q4 2020 | Q2 2023 | 9 |
AEGON USA Investment Management, LLC | 9 | 9 | 0.47% | 1.25% | 2.56% | Q2 2013 | Q2 2015 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.01% | 0.89% | 1.87% | Q4 2020 | Q4 2022 | 9 |
Clearstead Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 9 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 9 |
Cranbrook Wealth Management, LLC | 8 | 1 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 9 |
Laidlaw Group, LLC | 9 | 9 | 0.42% | 1.80% | 2.97% | Q2 2013 | Q2 2015 | 9 |
Asset Planning Services, Ltd. | 9 | 9 | 0.11% | 0.62% | 1.05% | Q4 2019 | Q4 2021 | 9 |
SIGNET FINANCIAL MANAGEMENT, LLC | 6 | 3 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q4 2021 | 9 |
PEOPLES BANK /OH | 9 | 9 | 0.84% | 1.64% | 2.32% | Q2 2018 | Q2 2020 | 9 |
Prestige Wealth Management Group LLC | 9 | 9 | 0.00% | 0.10% | 0.22% | Q4 2020 | Q4 2022 | 9 |
Almanack Investment Partners, LLC. | 5 | 4 | 0.06% | 0.10% | 0.14% | Q2 2017 | Q1 2022 | 9 |
Mirae Asset Global Investments Co., Ltd. | 9 | 9 | 0.05% | 0.10% | 0.16% | Q1 2019 | Q1 2021 | 9 |
PINNACLE FINANCIAL PARTNERS INC | 6 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 9 |
Smithfield Trust Co | 8 | 8 | 0.07% | 0.45% | 1.08% | Q2 2016 | Q1 2018 | 8 |
Partnervest Advisory Services LLC | 8 | 8 | 0.18% | 0.28% | 0.66% | Q4 2013 | Q3 2015 | 8 |
Willow Creek Wealth Management Inc. | 8 | 8 | 0.10% | 0.22% | 0.38% | Q4 2021 | Q3 2023 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2021 | 8 |
CNB Bank | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 8 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 6 | 2 | 0.01% | 0.06% | 0.12% | Q1 2016 | Q3 2023 | 8 |
Moors & Cabot, Inc. | 8 | 8 | 0.03% | 0.07% | 0.19% | Q2 2016 | Q1 2018 | 8 |
Simplicity Wealth,LLC | 8 | 8 | 2.36% | 3.81% | 5.26% | Q4 2021 | Q3 2023 | 8 |
EPG Wealth Management LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 8 |
CCG WEALTH MANAGEMENT, LLC | 8 | 8 | 0.39% | 0.75% | 1.17% | Q2 2020 | Q1 2022 | 8 |
Pinion Investment Advisors, LLC | 5 | 1 | 0.16% | 0.26% | 0.45% | Q1 2018 | Q2 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.09% | 0.13% | 0.29% | Q4 2021 | Q3 2023 | 8 |
H&H Retirement Design & Management INC | 8 | 8 | 0.22% | 1.79% | 3.21% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.04% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 8 |
McIlrath & Eck, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 8 |
Journey Advisory Group, LLC | 8 | 8 | 0.13% | 0.21% | 0.32% | Q4 2020 | Q3 2022 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.20% | 0.44% | 0.58% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.23% | 0.31% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Riggs Asset Managment Co. Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
Leeward Financial Partners, LLC | 8 | 8 | 0.76% | 1.00% | 1.35% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.10% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Peterson Financial Group, Inc. | 8 | 8 | 0.55% | 0.75% | 1.18% | Q4 2021 | Q3 2023 | 8 |
OneAscent Wealth Management LLC | 4 | 1 | 3.59% | 7.10% | 14.62% | Q4 2020 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 7.65% | 7.91% | 8.31% | Q3 2021 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.12% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Bank of New Hampshire | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Evercore Wealth Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2018 | 8 |
1834 INVESTMENT ADVISORS CO | 6 | 2 | 0.00% | 0.56% | 1.88% | Q2 2019 | Q3 2023 | 8 |
CHILTON INVESTMENT CO INC. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2022 | 8 |
YHB Investment Advisors, Inc. | 8 | 8 | 0.04% | 0.24% | 0.59% | Q3 2020 | Q2 2022 | 8 |
Family CFO Inc | 8 | 8 | 4.26% | 8.03% | 9.54% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.13% | 2.00% | 3.38% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 0.90% | 1.13% | 1.31% | Q4 2021 | Q3 2023 | 8 |
MOTCO | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Moser Wealth Advisors, LLC | 8 | 8 | 0.05% | 0.23% | 0.33% | Q2 2020 | Q1 2022 | 8 |
Sonora Investment Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2020 | 8 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.06% | 0.16% | Q2 2016 | Q1 2018 | 8 |
Legacy Private Trust Co. | 4 | 2 | 0.05% | 0.19% | 0.50% | Q4 2013 | Q1 2016 | 8 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.03% | 0.13% | Q1 2015 | Q3 2023 | 8 |
ACAS, LLC | 4 | 4 | 0.38% | 0.44% | 0.52% | Q1 2021 | Q3 2023 | 8 |
Venturi Wealth Management, LLC | 5 | 3 | 0.00% | 0.85% | 1.48% | Q4 2015 | Q3 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.06% | 0.66% | 1.33% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.85% | 1.23% | 1.92% | Q4 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.14% | 0.19% | 0.31% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 1.08% | 1.42% | 2.05% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Emerald Advisors, LLC | 8 | 8 | 0.91% | 1.40% | 1.60% | Q4 2019 | Q3 2021 | 8 |
Wavelength Capital Management, LLC | 8 | 8 | 6.95% | 8.57% | 10.69% | Q4 2021 | Q3 2023 | 8 |
Fort Point Capital Partners LLC | 8 | 8 | 0.08% | 0.27% | 0.64% | Q4 2021 | Q3 2023 | 8 |
CHATHAM CAPITAL GROUP, INC. | 8 | 8 | 0.16% | 1.29% | 1.90% | Q3 2020 | Q2 2022 | 8 |
Bares Capital Management | 8 | 8 | 0.02% | 0.03% | 0.05% | Q1 2013 | Q4 2014 | 8 |
US FINANCIAL ADVISORS, LLC | 5 | 1 | 0.02% | 0.47% | 0.79% | Q2 2015 | Q3 2023 | 8 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 8 | 8 | 0.25% | 0.33% | 0.42% | Q1 2019 | Q4 2020 | 8 |
MILLIE CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.24% | 0.62% | 0.90% | Q1 2016 | Q4 2017 | 8 |
Family Management Corp | 5 | 1 | 0.02% | 0.83% | 2.01% | Q4 2018 | Q3 2023 | 8 |
South Shore Capital Advisors | 8 | 8 | 0.28% | 0.41% | 0.49% | Q4 2020 | Q3 2022 | 8 |
WESTPORT RESOURCES MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2016 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 5.09% | 5.42% | 5.71% | Q4 2021 | Q3 2023 | 8 |
PAX Financial Group, LLC | 8 | 8 | 0.05% | 0.21% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Morningstar Investment Management LLC | 8 | 8 | 0.94% | 1.27% | 1.74% | Q1 2020 | Q4 2021 | 8 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 7 | 7 | 3.79% | 5.78% | 7.38% | Q2 2016 | Q4 2017 | 7 |
Bison Wealth, LLC | 6 | 1 | 0.01% | 0.12% | 0.22% | Q2 2020 | Q1 2022 | 7 |
IEQ CAPITAL, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
EQUITY INVESTMENT CORP | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Latitude Advisors, LLC | 7 | 7 | 0.22% | 0.51% | 0.81% | Q4 2020 | Q2 2022 | 7 |
WealthPLAN Partners, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q4 2019 | 7 |
Willis Johnson & Associates, Inc. | 7 | 7 | 0.50% | 0.55% | 0.64% | Q1 2022 | Q3 2023 | 7 |
Avantax Planning Partners, Inc. | 6 | 1 | 0.00% | 0.06% | 0.08% | Q4 2016 | Q3 2018 | 7 |
LBMC INVESTMENT ADVISORS, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 7 |
Strategic Wealth Partners, Ltd. | 5 | 2 | 0.00% | 0.03% | 0.16% | Q4 2017 | Q3 2019 | 7 |
Secure Asset Management, LLC | 7 | 7 | 0.27% | 1.08% | 3.10% | Q4 2019 | Q2 2021 | 7 |
Garrison Point Capital, LLC | 7 | 7 | 26.44% | 31.19% | 36.20% | Q2 2020 | Q4 2021 | 7 |
Allegis Investment Advisors, LLC | 7 | 7 | 0.37% | 2.23% | 3.01% | Q3 2016 | Q1 2018 | 7 |
WEST MICHIGAN ADVISORS, LLC | 7 | 7 | 0.14% | 0.27% | 0.36% | Q1 2022 | Q3 2023 | 7 |
Jackson Hole Capital Partners, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Beaumont Financial Partners, LLC | 4 | 3 | 0.02% | 0.11% | 0.37% | Q2 2018 | Q1 2022 | 7 |
Destination Wealth Management | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2023 | 7 |
Integrity Financial Corp /WA | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
CUTLER INVESTMENT COUNSEL LLC | 7 | 7 | 0.12% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
TRUST CO OF VERMONT | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2021 | 7 |
IVC Wealth Advisors LLC | 7 | 7 | 0.24% | 1.02% | 1.51% | Q1 2022 | Q3 2023 | 7 |
CAPITAL ONE, NATIONAL ASSOCIATION | 6 | 1 | 0.02% | 0.36% | 0.76% | Q1 2015 | Q2 2018 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
NVWM, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Certified Advisory Corp | 5 | 1 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q1 2021 | 7 |
Capital Advantage, Inc. | 7 | 7 | 0.11% | 0.14% | 0.18% | Q3 2019 | Q1 2021 | 7 |
Foothills Asset Management, Ltd. | 7 | 7 | 2.89% | 3.35% | 4.03% | Q3 2018 | Q1 2020 | 7 |
RITHOLTZ WEALTH MANAGEMENT | 6 | 1 | 0.05% | 2.47% | 4.63% | Q4 2016 | Q3 2018 | 7 |
People's United Financial, Inc. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2022 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Fusion Investment Group, LLC | 7 | 7 | 0.24% | 0.38% | 0.91% | Q4 2013 | Q2 2015 | 7 |
BerganKDV Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 7 | 7 | 0.04% | 0.09% | 0.15% | Q2 2020 | Q4 2021 | 7 |
Ameritas Investment Company, LLC | 3 | 2 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q3 2021 | 7 |
Krilogy Financial LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q2 2022 | 7 |
Renaissance Technologies | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 7 |
STEEL GROVE CAPITAL ADVISORS, LLC | 7 | 7 | 0.10% | 0.22% | 0.33% | Q4 2020 | Q2 2022 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 7 |
AllSquare Wealth Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.61% | 0.98% | 1.22% | Q1 2022 | Q3 2023 | 7 |
1832 Asset Management L.P. | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
SHEPHERD KAPLAN KROCHUK, LLC | 7 | 7 | 3.12% | 5.08% | 7.11% | Q2 2020 | Q4 2021 | 7 |
MANAGED ACCOUNT ADVISORS LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 7 |
AlphaCentric Advisors LLC | 7 | 7 | 20.36% | 25.63% | 30.66% | Q2 2020 | Q4 2021 | 7 |
M Financial Asset Management, Inc. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 7 |
Relative Value Partners Group, LLC | 4 | 3 | 0.52% | 1.92% | 3.59% | Q1 2020 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.03% | 0.14% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
KWB Wealth | 7 | 7 | 0.05% | 0.39% | 1.11% | Q4 2020 | Q2 2022 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Private Advisory Group LLC | 4 | 3 | 0.07% | 1.17% | 3.05% | Q4 2016 | Q1 2020 | 7 |
Hudock, Inc. | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q4 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.49% | 0.54% | 0.60% | Q2 2020 | Q4 2021 | 7 |
MACKENZIE FINANCIAL CORP | 3 | 2 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2019 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.11% | 0.21% | 0.36% | Q1 2022 | Q3 2023 | 7 |
Coury Firm Asset Management LLC | 7 | 7 | 1.45% | 2.91% | 6.14% | Q4 2021 | Q2 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
Milliman Financial Risk Management LLC | 7 | 7 | 1.08% | 1.50% | 1.77% | Q4 2015 | Q2 2017 | 7 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
COMERICA SECURITIES,INC. | 6 | 1 | 0.00% | 0.21% | 0.39% | Q2 2020 | Q4 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.23% | 0.30% | 0.37% | Q1 2022 | Q3 2023 | 7 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
Hamilton Capital, LLC | 6 | 6 | 0.28% | 0.96% | 4.08% | Q2 2022 | Q3 2023 | 6 |
VERUS CAPITAL PARTNERS, LLC | 4 | 2 | 0.01% | 0.14% | 0.25% | Q4 2019 | Q3 2023 | 6 |
FLAGSTAR ADVISORS INC | 6 | 6 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q4 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Cornerstone Wealth Management, LLC | 3 | 1 | 0.01% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 6 |
AT Bancorp | 6 | 6 | 0.08% | 0.15% | 0.29% | Q4 2016 | Q1 2018 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.50% | 1.24% | 2.69% | Q2 2022 | Q3 2023 | 6 |
Wealthspire Advisors, L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 6 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q1 2020 | 6 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 4 | 1 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 6 |
Financial Engines Advisors L.L.C. | 6 | 6 | 0.12% | 0.13% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Capital Advisory Group Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 6 |
BARCLAYS PLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Boltwood Capital Management | 6 | 6 | 0.12% | 0.46% | 1.09% | Q1 2022 | Q2 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
SVB WEALTH LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
KCS Wealth Advisory | 3 | 3 | 0.20% | 1.09% | 2.44% | Q1 2020 | Q1 2022 | 6 |
Bluefin Trading, LLC | 1 | 1 | 0.13% | 0.21% | 0.31% | Q3 2013 | Q1 2017 | 6 |
Quantum Financial Advisors, LLC | 6 | 6 | 2.55% | 5.08% | 10.00% | Q2 2022 | Q3 2023 | 6 |
Stonebridge Capital Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Arkadios Wealth Advisors | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 6 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 6 | 6 | 0.17% | 0.20% | 0.22% | Q2 2019 | Q3 2020 | 6 |
Column Capital Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2014 | 6 |
Addison Advisors LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
ROTHSCHILD INVESTMENT LLC /IL | 6 | 6 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q4 2015 | 6 |
FIRST AMERICAN TRUST, FSB | 6 | 6 | 0.04% | 0.31% | 0.84% | Q2 2022 | Q3 2023 | 6 |
Asset Dedication, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
QCI ASSET MANAGEMENT INC/NY | 6 | 6 | 2.00% | 2.09% | 2.25% | Q2 2020 | Q3 2021 | 6 |
TCI Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2021 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Physician Wealth Advisors, Inc. | 2 | 1 | 0.05% | 0.12% | 0.24% | Q3 2019 | Q4 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 6 |
MBM Wealth Consultants, LLC | 6 | 6 | 0.05% | 1.02% | 2.91% | Q4 2020 | Q1 2022 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.04% | 0.10% | 0.12% | Q4 2019 | Q1 2021 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.94% | 1.22% | 1.57% | Q2 2022 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.06% | 0.10% | 0.15% | Q1 2022 | Q2 2023 | 6 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 6 |
RMB Capital Management, LLC | 5 | 1 | 0.03% | 0.05% | 0.07% | Q3 2018 | Q1 2020 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.03% | 0.09% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.39% | 1.14% | Q2 2022 | Q4 2023 | 6 |
Paradigm Financial Partners, LLC | 6 | 6 | 0.10% | 0.29% | 0.54% | Q1 2019 | Q2 2020 | 6 |
Gitterman Wealth Management, LLC | 6 | 6 | 0.39% | 1.02% | 2.77% | Q1 2021 | Q2 2022 | 6 |
Fieldpoint Private Securities, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Park Avenue Institutional Advisers LLC | 5 | 1 | 6.44% | 21.73% | 47.80% | Q4 2020 | Q3 2023 | 6 |
Veritable, L.P. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q2 2022 | 6 |
Tillar-Wenstrup Advisors, LLC | 6 | 6 | 2.41% | 3.04% | 3.42% | Q2 2020 | Q3 2021 | 6 |
Roger Wittlin Investment Advisory, LLC | 4 | 2 | 0.30% | 2.02% | 3.25% | Q4 2021 | Q3 2023 | 6 |
Acorn Wealth Advisors, LLC | 6 | 6 | 0.17% | 0.22% | 0.26% | Q1 2021 | Q2 2022 | 6 |
Vise Technologies, Inc. | 6 | 6 | 0.25% | 0.35% | 0.50% | Q2 2022 | Q3 2023 | 6 |
Marquette Asset Management, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q2 2020 | 6 |
Prudent Man Advisors, LLC | 6 | 6 | 0.15% | 0.17% | 0.21% | Q2 2022 | Q3 2023 | 6 |
CEDAR CAPITAL, LLC | 5 | 1 | 0.09% | 0.16% | 0.44% | Q3 2019 | Q1 2021 | 6 |
Danda Trouve Investment Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
SeaBridge Investment Advisors LLC | 5 | 5 | 1.45% | 1.92% | 2.46% | Q3 2022 | Q3 2023 | 5 |
RWA WEALTH PARTNERS, LLC | 5 | 5 | 0.06% | 2.39% | 3.97% | Q3 2022 | Q3 2023 | 5 |
Prosperity Planning, Inc. | 5 | 5 | 0.18% | 0.49% | 0.63% | Q3 2022 | Q3 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q4 2023 | 5 |
Inspire Investing, LLC | 5 | 5 | 0.02% | 0.08% | 0.12% | Q4 2021 | Q4 2022 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.02% | 0.10% | Q3 2015 | Q3 2016 | 5 |
Vivaldi Capital Management LP | 4 | 1 | 0.00% | 0.39% | 1.69% | Q1 2017 | Q3 2019 | 5 |
BOK Financial Private Wealth, Inc. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q1 2023 | 5 |
Lindbrook Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Fountainhead AM, LLC | 5 | 5 | 1.39% | 2.65% | 3.11% | Q3 2022 | Q3 2023 | 5 |
Saba Capital Management, L.P. | 5 | 5 | 0.10% | 0.12% | 0.16% | Q4 2013 | Q4 2014 | 5 |
Concorde Asset Management, LLC | 5 | 5 | 0.19% | 0.28% | 0.42% | Q1 2020 | Q1 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.16% | 0.17% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Selective Wealth Management, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 5 |
Yellowstone Partners, LLC | 5 | 5 | 0.10% | 0.18% | 0.26% | Q4 2014 | Q4 2015 | 5 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2017 | 5 |
Zhang Financial LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q1 2023 | 5 |
Polaris Wealth Advisory Group, LLC | 4 | 1 | 0.06% | 0.50% | 0.66% | Q4 2015 | Q2 2023 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.04% | 0.19% | 0.74% | Q4 2020 | Q4 2021 | 5 |
Verity Asset Management, Inc. | 5 | 5 | 0.14% | 0.35% | 1.11% | Q2 2020 | Q2 2021 | 5 |
RFG Advisory, LLC | 2 | 1 | 0.04% | 0.25% | 0.55% | Q3 2017 | Q3 2023 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 5 |
LAZARD ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 5 |
Cedar Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 5 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 5 |
Abacus Wealth Partners, LLC | 5 | 5 | 0.61% | 2.05% | 2.92% | Q3 2022 | Q3 2023 | 5 |
Baystate Wealth Management LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
John W. Brooker & Co., CPAs | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Laurel Wealth Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.02% | 0.14% | 0.23% | Q4 2020 | Q4 2021 | 5 |
Avion Wealth | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Pekin Hardy Strauss, Inc. | 5 | 5 | 0.04% | 0.07% | 0.10% | Q1 2020 | Q1 2021 | 5 |
Landsberg, Bennett, & Dubbaneh LLC | 5 | 5 | 0.88% | 1.31% | 1.90% | Q4 2018 | Q4 2019 | 5 |
Beaumont Capital Management, LLC | 5 | 5 | 1.07% | 2.18% | 2.94% | Q3 2021 | Q3 2022 | 5 |
Ignite Planners, LLC | 2 | 1 | 0.13% | 0.28% | 0.41% | Q4 2021 | Q3 2023 | 5 |
Meridian Wealth Partners, LLC | 4 | 1 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 5 |
Stratos Wealth Advisors, LLC | 3 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 5 |
Lion Street Advisors, LLC | 4 | 1 | 0.07% | 0.89% | 1.44% | Q1 2020 | Q3 2023 | 5 |
Beacon Pointe Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 5 |
KENFARB & CO. | 5 | 5 | 0.13% | 0.13% | 0.14% | Q3 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
GoalVest Advisory LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.78% | 2.38% | 2.85% | Q4 2022 | Q4 2023 | 5 |
Clearshares LLC | 4 | 1 | 0.86% | 1.45% | 1.84% | Q3 2020 | Q4 2021 | 5 |
Dorsey & Whitney Trust CO LLC | 4 | 1 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q4 2022 | 5 |
Portfolio Strategies Inc | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
1607 Capital Partners, LLC | 3 | 2 | 0.25% | 0.39% | 0.62% | Q3 2021 | Q3 2023 | 5 |
REGIONS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Alpha Omega Wealth Management LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2023 | 5 |
CBIZ Investment Advisory Services, LLC | 4 | 1 | 1.50% | 2.35% | 2.89% | Q1 2021 | Q2 2022 | 5 |
Whitegate Investment Counselors, Inc. | 5 | 5 | 0.22% | 0.34% | 0.45% | Q3 2020 | Q3 2021 | 5 |
Ausdal Financial Partners, Inc. | 5 | 5 | 0.62% | 0.68% | 0.74% | Q4 2015 | Q4 2016 | 5 |
LITTLE HOUSE CAPITAL LLC | 5 | 5 | 1.16% | 1.41% | 1.65% | Q4 2018 | Q4 2019 | 5 |
Shamrock Asset Management LLC | 5 | 5 | 0.05% | 0.08% | 0.10% | Q4 2015 | Q4 2016 | 5 |
Taylor Hoffman Wealth Management | 5 | 5 | 0.09% | 0.11% | 0.12% | Q3 2021 | Q3 2022 | 5 |
AJ WEALTH STRATEGIES, LLC | 5 | 5 | 0.04% | 0.29% | 0.46% | Q2 2022 | Q2 2023 | 5 |
Echo45 Advisors LLC | 5 | 5 | 2.42% | 3.58% | 4.95% | Q4 2021 | Q4 2022 | 5 |
U.S. Capital Wealth Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2022 | 5 |
Hayden Royal, LLC | 5 | 5 | 0.21% | 0.24% | 0.32% | Q3 2019 | Q3 2020 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
WIN ADVISORS, INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Vickerman Investment Advisors, Inc. | 4 | 4 | 0.71% | 2.78% | 4.49% | Q3 2021 | Q2 2022 | 4 |
SG Americas Securities, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Avidian Wealth Solutions, LLC | 3 | 1 | 0.08% | 0.10% | 0.13% | Q4 2021 | Q4 2022 | 4 |
Full Sail Capital, LLC | 4 | 4 | 0.06% | 0.11% | 0.16% | Q1 2019 | Q4 2019 | 4 |
Ameritas Investment Partners, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 4 |
Element Wealth, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
RPG Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
WHITTIER TRUST CO OF NEVADA INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 4 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Clifford Group, LLC | 4 | 4 | 1.50% | 1.74% | 2.08% | Q4 2022 | Q3 2023 | 4 |
Evergreen Advisors, LLC | 4 | 4 | 7.58% | 7.78% | 8.04% | Q4 2022 | Q3 2023 | 4 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.04% | 0.09% | Q2 2021 | Q1 2023 | 4 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Northland Capital Management LLC | 3 | 1 | 0.17% | 5.55% | 19.50% | Q4 2021 | Q3 2023 | 4 |
JONES FINANCIAL COMPANIES LLLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
FIRST MERCANTILE TRUST CO | 4 | 4 | 2.48% | 2.77% | 3.12% | Q4 2020 | Q3 2021 | 4 |
VANGUARD GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Schonfeld Strategic Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
HBK Sorce Advisory LLC | 4 | 4 | 0.02% | 0.09% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Altium Wealth Management LLC | 4 | 4 | 0.04% | 0.14% | 0.21% | Q4 2017 | Q3 2018 | 4 |
Red Door Wealth Management, LLC | 3 | 1 | 0.01% | 0.09% | 0.33% | Q4 2019 | Q2 2021 | 4 |
Wiser Wealth Management, Inc | 4 | 4 | 5.72% | 5.92% | 6.09% | Q4 2020 | Q3 2021 | 4 |
Great Diamond Partners, LLC | 4 | 4 | 0.34% | 0.41% | 0.51% | Q4 2019 | Q3 2020 | 4 |
Parker Financial LLC | 4 | 4 | 3.35% | 3.44% | 3.54% | Q4 2022 | Q3 2023 | 4 |
TD Ameritrade Trust Co | 3 | 1 | 0.64% | 0.83% | 1.00% | Q3 2016 | Q3 2017 | 4 |
SWMG, LLC | 4 | 4 | 0.13% | 0.15% | 0.16% | Q4 2020 | Q3 2021 | 4 |
Capital Directions Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 4 |
RGT Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
DWM Financial Group, Inc. | 3 | 1 | 3.79% | 5.59% | 6.67% | Q4 2019 | Q4 2020 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Arcadia Wealth Management, LLC | 4 | 4 | 1.66% | 2.17% | 2.68% | Q4 2022 | Q3 2023 | 4 |
ONE Advisory Partners, LLC | 4 | 4 | 2.96% | 3.79% | 4.64% | Q4 2022 | Q3 2023 | 4 |
TOBIAS FINANCIAL ADVISORS, INC. | 3 | 1 | 7.53% | 8.04% | 8.39% | Q1 2021 | Q1 2022 | 4 |
WealthOne, LLC | 2 | 1 | 0.16% | 0.35% | 0.91% | Q1 2019 | Q3 2022 | 4 |
Spectrum Management Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2020 | 4 |
Jaffetilchin Investment Partners, LLC | 3 | 1 | 0.05% | 1.34% | 1.88% | Q1 2022 | Q3 2023 | 4 |
NORTHERN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.88% | 1.10% | 1.20% | Q1 2018 | Q4 2018 | 4 |
Prospera Financial Services Inc | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 4 |
Tidal Investments LLC | 4 | 4 | 0.12% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
FormulaFolio Investments, LLC | 4 | 4 | 0.04% | 0.07% | 0.11% | Q3 2020 | Q2 2021 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Lumature Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.08% | 0.36% | 0.58% | Q3 2017 | Q4 2021 | 4 |
Ironsides Asset Advisors, LLC | 4 | 4 | 0.20% | 0.27% | 0.43% | Q2 2017 | Q1 2018 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.46% | 0.51% | 0.55% | Q4 2022 | Q3 2023 | 4 |
TFB Advisors LLC | 4 | 4 | 0.40% | 0.70% | 1.19% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Truadvice, LLC | 4 | 4 | 0.13% | 0.24% | 0.50% | Q3 2020 | Q2 2021 | 4 |
McKinley Carter Wealth Services, Inc. | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
TBH Global Asset Management, LLC | 4 | 4 | 0.06% | 0.20% | 0.29% | Q2 2020 | Q1 2021 | 4 |
Eudaimonia Partners, LLC | 4 | 4 | 0.42% | 0.93% | 1.21% | Q4 2020 | Q3 2021 | 4 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 4 | 4 | 0.27% | 0.29% | 0.32% | Q3 2022 | Q2 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.01% | 0.09% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Weatherstone Capital Management | 4 | 4 | 0.33% | 1.02% | 1.96% | Q4 2015 | Q3 2016 | 4 |
GUGGENHEIM CAPITAL LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Paragon Capital Management LLC | 2 | 1 | 0.00% | 0.05% | 0.14% | Q1 2019 | Q3 2020 | 4 |
SWM Advisors | 4 | 4 | 0.33% | 0.36% | 0.38% | Q4 2021 | Q3 2022 | 4 |
Wunderlich Capital Managemnt | 4 | 4 | 2.32% | 2.53% | 2.72% | Q4 2022 | Q3 2023 | 4 |
Astoria Portfolio Advisors LLC. | 4 | 4 | 0.22% | 1.12% | 1.86% | Q4 2021 | Q3 2022 | 4 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 4 |
Essential Planning, LLC. | 4 | 4 | 0.19% | 0.41% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Arden Trust Co | 4 | 4 | 0.14% | 0.14% | 0.16% | Q1 2023 | Q4 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.32% | 0.39% | 0.46% | Q4 2022 | Q3 2023 | 4 |
LAKE STREET ADVISORS GROUP, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Concert Wealth Management Inc. | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2015 | Q3 2016 | 4 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 4 | 4 | 0.10% | 0.11% | 0.12% | Q2 2016 | Q1 2017 | 4 |
Leicht Financial Planning & Wealth Management, Inc. | 4 | 4 | 1.37% | 3.54% | 6.51% | Q2 2019 | Q1 2020 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
M&T BANK CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
Paulson Wealth Management Inc. | 4 | 4 | 0.79% | 0.97% | 1.10% | Q4 2017 | Q3 2018 | 4 |
Ellevest, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q4 2022 | 4 |
Apella Capital, LLC | 3 | 1 | 0.02% | 0.05% | 0.09% | Q2 2021 | Q4 2022 | 4 |
CENTRAL TRUST Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2022 | 4 |
ZACKS INVESTMENT MANAGEMENT | 2 | 2 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 4 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.40% | 0.47% | 0.53% | Q2 2022 | Q1 2023 | 4 |
St. James Investment Advisors, LLC | 3 | 1 | 1.39% | 2.64% | 3.33% | Q4 2021 | Q4 2022 | 4 |
INNEALTA CAPITAL, LLC | 4 | 4 | 0.30% | 0.38% | 0.44% | Q4 2018 | Q3 2019 | 4 |
Hilltop Partners LLC | 4 | 4 | 0.41% | 0.71% | 0.88% | Q4 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
PROVENCE WEALTH MANAGEMENT GROUP | 3 | 1 | 0.23% | 0.29% | 0.40% | Q4 2021 | Q3 2023 | 4 |
TCG Advisory Services, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Strategies Wealth Advisors, LLC | 3 | 3 | 0.34% | 0.53% | 0.80% | Q4 2021 | Q2 2022 | 3 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.14% | 0.23% | 0.32% | Q4 2021 | Q3 2022 | 3 |
CIBC Private Wealth Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.04% | 0.23% | 0.42% | Q4 2022 | Q3 2023 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
WOLFF WIESE MAGANA LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 3 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Clientfirst Wealth Management, LLC | 3 | 3 | 0.36% | 0.41% | 0.51% | Q4 2021 | Q2 2022 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
AlphaCore Capital LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 3 |
LWS Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.13% | 0.21% | Q4 2019 | Q2 2022 | 3 |
BREMER TRUST NATIONAL ASSOCIATION | 3 | 3 | 0.69% | 0.85% | 1.00% | Q2 2018 | Q4 2018 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 3 |
WealthCare Investment Partners, LLC | 3 | 3 | 0.18% | 0.36% | 0.65% | Q4 2021 | Q2 2022 | 3 |
GREENWOOD CAPITAL ASSOCIATES LLC | 3 | 3 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q3 2023 | 3 |
L.M. KOHN & COMPANY | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q3 2022 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.06% | 0.10% | 0.16% | Q1 2023 | Q3 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.07% | 0.11% | Q4 2019 | Q2 2020 | 3 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.81% | 0.86% | 0.94% | Q1 2023 | Q3 2023 | 3 |
Summit Financial Wealth Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2018 | Q3 2018 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
ATWOOD & PALMER INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2015 | Q1 2016 | 3 |
Stelac Advisory Services LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Versant Capital Management, Inc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 3 |
Keel Point, LLC | 3 | 3 | 0.07% | 0.10% | 0.15% | Q3 2021 | Q1 2022 | 3 |
Round Table Services, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2022 | Q3 2022 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q1 2019 | 3 |
FOSTER & MOTLEY INC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q2 2020 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.06% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 3 | 0.55% | 0.68% | 0.89% | Q1 2023 | Q3 2023 | 3 |
JOHNSON INVESTMENT COUNSEL INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Eukles Asset Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Canton Hathaway, LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q3 2020 | Q1 2021 | 3 |
Ranch Capital Advisors Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 3 |
INR ADVISORY SERVICES LLC | 3 | 3 | 0.21% | 0.21% | 0.22% | Q1 2014 | Q3 2014 | 3 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.08% | 0.36% | 0.57% | Q2 2015 | Q2 2020 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.65% | 0.71% | 0.81% | Q4 2017 | Q4 2018 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.10% | 0.19% | Q1 2022 | Q3 2022 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Gallacher Capital Management LLC | 3 | 3 | 1.15% | 1.28% | 1.49% | Q4 2022 | Q2 2023 | 3 |
SevenOneSeven Capital Management | 2 | 1 | 0.03% | 2.56% | 5.20% | Q4 2020 | Q2 2022 | 3 |
Mirador Capital Partners LP | 2 | 1 | 0.15% | 0.24% | 0.34% | Q3 2017 | Q3 2019 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Orion Capital Management LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Westside Investment Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 3 |
MRA Associates USA LLC | 3 | 3 | 0.37% | 0.69% | 1.19% | Q4 2018 | Q2 2019 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Silicon Valley Capital Partners | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Hobart Private Capital, LLC | 3 | 3 | 2.61% | 2.73% | 2.85% | Q1 2023 | Q3 2023 | 3 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 3 | 3 | 1.17% | 1.27% | 1.44% | Q2 2019 | Q4 2019 | 3 |
AGILIS PARTNERS LLC | 3 | 3 | 1.68% | 1.87% | 2.09% | Q4 2014 | Q2 2015 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
NEW ENGLAND ASSET MANAGEMENT INC | 3 | 3 | 0.10% | 0.12% | 0.16% | Q3 2020 | Q1 2021 | 3 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2014 | Q2 2015 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
EMFO, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
San Luis Wealth Advisors LLC | 3 | 3 | 0.61% | 2.56% | 4.79% | Q3 2021 | Q1 2022 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HOHIMER WEALTH MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
PrairieView Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2015 | Q2 2016 | 3 |
Kowal Investment Group, LLC | 2 | 1 | 0.00% | 0.21% | 0.36% | Q3 2021 | Q3 2023 | 3 |
Core Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q1 2019 | 3 |
Darwin Wealth Management, LLC | 3 | 3 | 0.05% | 0.18% | 0.42% | Q2 2020 | Q4 2020 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 3 |
HC FINANCIAL ADVISORS INC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q2 2022 | 3 |
CarsonAllaria Wealth Management, Ltd. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 3 |
BROWN ADVISORY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Vantage Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
FIRST MANHATTAN CO. LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Private Ocean, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2020 | 3 |
SHUFRO ROSE & CO LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Horizon Investments, LLC | 2 | 1 | 0.96% | 1.01% | 1.10% | Q1 2014 | Q1 2015 | 3 |
FourThought Financial, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 3 |
Ruggie Capital Group | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q2 2019 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.17% | 0.23% | 0.30% | Q4 2022 | Q3 2023 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.24% | 0.44% | 0.63% | Q2 2023 | Q3 2023 | 2 |
Simplify Asset Management Inc. | 2 | 2 | 0.41% | 0.48% | 0.55% | Q2 2023 | Q3 2023 | 2 |
Coyle Financial Counsel LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
Field & Main Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 2 | 0.09% | 0.11% | 0.14% | Q4 2019 | Q1 2020 | 2 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 2 |
ZRC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cutler Group LLC / CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
KARLINSKI ANDREW C | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Hartford Financial Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Financial Architects, Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
CPWM, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q2 2020 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Divergent Planning, LLC | 2 | 2 | 9.26% | 9.30% | 9.33% | Q4 2020 | Q1 2021 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 2.43% | 2.78% | 3.13% | Q2 2023 | Q3 2023 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
CVA Family Office, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q2 2019 | 2 |
Ullmann Wealth Partners Group, LLC | 2 | 2 | 0.61% | 1.11% | 1.61% | Q2 2023 | Q3 2023 | 2 |
Stadion Money Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2013 | 2 |
TECTONIC ADVISORS LLC | 2 | 2 | 0.00% | 0.04% | 0.09% | Q4 2020 | Q1 2021 | 2 |
LMCG INVESTMENTS, LLC | 2 | 2 | 0.25% | 0.27% | 0.29% | Q1 2022 | Q2 2022 | 2 |
Anchor Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Apriem Advisors | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q2 2018 | 2 |
SteelPeak Wealth, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q4 2022 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.01% | 0.09% | 0.17% | Q3 2015 | Q4 2015 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2021 | 2 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.09% | 0.17% | Q4 2019 | Q1 2021 | 2 |
SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 2 | 2 | 0.15% | 0.23% | 0.31% | Q2 2023 | Q3 2023 | 2 |
NatWest Group plc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2015 | 2 |
MinichMacGregor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Newman & Schimel, LLC | 2 | 2 | 0.68% | 0.74% | 0.80% | Q4 2020 | Q1 2021 | 2 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 2 | 2 | 0.84% | 0.93% | 1.02% | Q1 2022 | Q2 2022 | 2 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2019 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 6.14% | 6.22% | 6.29% | Q2 2023 | Q3 2023 | 2 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 2 | 2 | 0.66% | 0.70% | 0.74% | Q2 2016 | Q3 2016 | 2 |
Virtu Financial LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q3 2017 | Q4 2017 | 2 |
Lattice Strategies LLC | 2 | 2 | 0.16% | 0.19% | 0.23% | Q2 2013 | Q3 2013 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
OmniStar Financial Group, Inc. | 2 | 2 | 0.54% | 0.54% | 0.54% | Q2 2023 | Q3 2023 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 2 | 2 | 2.44% | 2.76% | 3.08% | Q4 2019 | Q1 2020 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.13% | 0.17% | 0.21% | Q1 2017 | Q4 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 2 |
CEDAR HILL ASSOCIATES, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2017 | Q4 2017 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MCF Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Astoria Strategic Wealth, Inc. | 2 | 2 | 5.72% | 5.98% | 6.23% | Q4 2019 | Q1 2020 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Golden State Equity Partners | 2 | 2 | 0.07% | 0.11% | 0.14% | Q1 2023 | Q2 2023 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q4 2021 | 2 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
STALEY CAPITAL ADVISERS INC | 2 | 2 | 0.22% | 0.40% | 0.58% | Q2 2023 | Q3 2023 | 2 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 2 |
NWAM LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.14% | 0.19% | 0.23% | Q2 2021 | Q1 2022 | 2 |
Newfound Research LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q4 2022 | Q1 2023 | 2 |
VESTOR CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cypress Wealth Services, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2020 | Q4 2020 | 2 |
GREENUP STREET WEALTH MANAGEMENT LLC | 2 | 2 | 0.73% | 0.87% | 1.00% | Q4 2021 | Q1 2022 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Trek Financial, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Oxler Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 2 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2018 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Madrona Financial Services, LLC | 2 | 2 | 0.25% | 0.58% | 0.90% | Q2 2023 | Q3 2023 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.20% | 0.23% | 0.26% | Q1 2021 | Q2 2021 | 2 |
WFA of San Diego, LLC | 2 | 2 | 0.06% | 0.24% | 0.42% | Q2 2023 | Q3 2023 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 2 |
Wescott Financial Advisory Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 2 |
Stegent Equity Advisors, Inc. | 2 | 2 | 0.35% | 0.36% | 0.36% | Q4 2021 | Q1 2022 | 2 |
BRYN MAWR TRUST Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
ACG Wealth | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q2 2022 | 2 |
TILIA FIDUCIARY PARTNERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Cordasco Financial Network | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Elequin Capital, LP | 2 | 2 | 0.02% | 0.34% | 0.67% | Q4 2022 | Q1 2023 | 2 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Gryphon Financial Partners LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2022 | 2 |
Seed Wealth Management, Inc. | 2 | 2 | 0.54% | 0.70% | 0.87% | Q2 2023 | Q3 2023 | 2 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 2 |
Regency Capital Management Inc.\DE | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Resonant Capital Advisors, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sloy Dahl & Holst, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q4 2021 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Laffer Tengler Investments, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 2 |
Private Portfolio Partners LLC | 2 | 2 | 0.17% | 0.21% | 0.24% | Q4 2018 | Q1 2019 | 2 |
Sage Mountain Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q2 2023 | Q3 2023 | 2 |
LifePro Asset Management | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Shorepoint Capital Partners LLC | 1 | 1 | 2.48% | 2.48% | 2.48% | Q2 2022 | Q2 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SouthState Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
NWK Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2020 | Q3 2020 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2020 | Q2 2020 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Syntegra Private Wealth Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CMC Financial Group | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2019 | Q1 2019 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Mendota Financial Group, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2014 | Q3 2014 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Running Point Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2023 | Q3 2023 | 1 |
KMS FINANCIAL SERVICES, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Diversified Portfolios, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
SAGE RHINO CAPITAL LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Bridgewater Advisors Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Sentinus, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2013 | Q2 2013 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 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% | Q3 2015 | Q3 2015 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2020 | Q2 2020 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Sage Advisory Services, Ltd.Co. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
My Legacy Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
SECURITY ASSET MANAGEMENT | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2023 | Q1 2023 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 1.85% | 1.85% | 1.85% | Q4 2017 | Q4 2017 | 1 |
RDA Financial Network | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Personal Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ROGCO, LP | 1 | 1 | 2.33% | 2.33% | 2.33% | Q3 2023 | Q3 2023 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
KWMG, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
London & Capital Asset Management Ltd | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Smith, Salley & Associates | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Q3 Asset Management | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2021 | Q1 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TriaGen Wealth Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2020 | Q4 2020 | 1 |
INTREPID CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CABANA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Planners of Cleveland, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2022 | Q1 2022 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2014 | Q4 2014 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Robinson Value Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Thrive Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Proquility Private Wealth Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Warren Street Wealth Advisors, LLC | 1 | 1 | 3.30% | 3.30% | 3.30% | Q4 2021 | Q4 2021 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
WNY Asset Management, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2023 | Q3 2023 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
McAdam, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q3 2022 | Q3 2022 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BOYS ARNOLD & CO INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Homrich & Berg | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Oak Grove Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Advisors Preferred, LLC | 1 | 1 | 5.02% | 5.02% | 5.02% | Q3 2015 | Q3 2015 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2020 | Q1 2020 | 1 |
Orgel Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
SHAYNE & JACOBS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Kure Advisory, LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q3 2023 | Q3 2023 | 1 |
Keudell/Morrison Wealth Management | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2020 | Q1 2020 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2023 | Q2 2023 | 1 |
Power Corp of Canada | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2022 | Q1 2022 | 1 |
Beacon Financial Advisory LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Aviance Capital Partners, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Berkshire Money Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Custos Family Office, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2021 | Q4 2021 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Tanager Wealth Management LLP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Joseph Group Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SteelBridge Private Wealth Advisors LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q1 2016 | Q1 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
9258 Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2019 | Q3 2019 | 1 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Long Wharf Investors, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2017 | Q4 2017 | 1 |
Verdad Advisers, LP | 1 | 1 | 6.91% | 6.91% | 6.91% | Q4 2021 | Q4 2021 | 1 |
Ballew Advisors, Inc | 1 | 1 | 2.77% | 2.77% | 2.77% | Q4 2021 | Q4 2021 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
First Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Hedeker Wealth, LLC | 1 | 1 | 2.00% | 2.00% | 2.00% | Q1 2020 | Q1 2020 | 1 |
Athanor Capital, LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2020 | Q1 2020 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
20/20 Capital Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
USAdvisors Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Plan Group Financial, LLC | 1 | 1 | 2.55% | 2.55% | 2.55% | Q2 2022 | Q2 2022 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | 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.