Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
ALESCO ADVISORS LLC | 33 | 33 | 0.03% | 0.08% | 0.20% | Q3 2015 | Q3 2023 | 33 |
Creative Planning | 33 | 33 | 0.00% | 0.46% | 1.54% | Q3 2015 | Q3 2023 | 33 |
Capital Investment Services of America, Inc. | 32 | 32 | 0.19% | 0.51% | 0.81% | Q4 2015 | Q3 2023 | 32 |
RAYMOND JAMES & ASSOCIATES | 32 | 32 | 0.00% | 0.39% | 0.69% | Q4 2015 | Q3 2023 | 32 |
ROYAL BANK OF CANADA | 31 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 32 |
LPL Financial LLC | 32 | 32 | 0.00% | 0.05% | 0.09% | Q4 2015 | Q3 2023 | 32 |
JPMORGAN CHASE & CO | 32 | 32 | 0.00% | 0.06% | 0.40% | Q4 2015 | Q3 2023 | 32 |
UBS Group AG | 32 | 32 | 0.00% | 0.05% | 0.16% | Q4 2015 | Q3 2023 | 32 |
Private Advisor Group, LLC | 31 | 31 | 0.01% | 0.15% | 0.75% | Q1 2016 | Q3 2023 | 31 |
Cetera Advisors LLC | 23 | 8 | 0.01% | 0.05% | 0.13% | Q4 2015 | Q3 2023 | 31 |
Sandy Spring Bank | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
NewSquare Capital LLC | 31 | 31 | 0.05% | 0.14% | 0.22% | Q1 2016 | Q3 2023 | 31 |
Eagle Ridge Investment Management | 31 | 31 | 0.07% | 0.88% | 1.72% | Q1 2016 | Q3 2023 | 31 |
Charles Schwab Investment Advisory, Inc. | 31 | 31 | 0.14% | 1.31% | 2.81% | Q1 2016 | Q3 2023 | 31 |
US BANCORP \DE\ | 22 | 9 | 0.00% | 0.07% | 0.25% | Q4 2015 | Q3 2023 | 31 |
FOSTER & MOTLEY INC | 31 | 31 | 0.10% | 0.68% | 1.15% | Q1 2016 | Q3 2023 | 31 |
Baird Financial Group, Inc. | 31 | 31 | 0.00% | 0.04% | 0.36% | Q1 2016 | Q3 2023 | 31 |
NAPLES GLOBAL ADVISORS, LLC | 31 | 31 | 0.23% | 0.44% | 0.71% | Q1 2016 | Q3 2023 | 31 |
Bartlett & Co. LLC | 16 | 14 | 0.04% | 0.06% | 0.12% | Q2 2016 | Q4 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q3 2023 | 30 |
FDx Advisors, Inc. | 18 | 12 | 0.02% | 0.18% | 0.49% | Q4 2015 | Q3 2023 | 30 |
North Star Investment Management Corp. | 17 | 13 | 0.00% | 0.03% | 0.19% | Q1 2016 | Q3 2023 | 30 |
FIFTH THIRD BANCORP | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.04% | 0.09% | Q2 2016 | Q3 2023 | 30 |
CHATHAM CAPITAL GROUP, INC. | 30 | 30 | 0.16% | 0.83% | 1.77% | Q2 2016 | Q3 2023 | 30 |
CITIGROUP INC | 29 | 29 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 29 |
Advisory Services Network, LLC | 27 | 2 | 0.06% | 0.11% | 0.19% | Q2 2016 | Q3 2023 | 29 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 29 | 29 | 0.21% | 0.59% | 0.92% | Q3 2016 | Q3 2023 | 29 |
Cambridge Investment Research Advisors, Inc. | 29 | 29 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 29 |
Burt Wealth Advisors | 29 | 29 | 0.04% | 0.42% | 1.15% | Q3 2016 | Q3 2023 | 29 |
STIFEL FINANCIAL CORP | 28 | 28 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Regis Management CO LLC | 28 | 28 | 0.75% | 1.70% | 2.56% | Q4 2016 | Q3 2023 | 28 |
ROBERTS GLORE & CO INC /IL/ | 28 | 28 | 0.50% | 1.86% | 5.30% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 1.86% | 2.77% | 3.88% | Q1 2016 | Q4 2022 | 28 |
Hudock, Inc. | 28 | 28 | 0.04% | 0.86% | 3.79% | Q4 2016 | Q3 2023 | 28 |
FORVIS Wealth Advisors, LLC | 28 | 28 | 0.04% | 0.39% | 1.07% | Q4 2016 | Q3 2023 | 28 |
Plante Moran Financial Advisors, LLC | 28 | 28 | 0.00% | 0.10% | 0.44% | Q4 2016 | Q3 2023 | 28 |
VANGUARD GROUP INC | 21 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 28 |
Ancora Advisors LLC | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Bouchey Financial Group Ltd | 28 | 28 | 0.17% | 0.67% | 1.20% | Q4 2016 | Q3 2023 | 28 |
SYNOVUS FINANCIAL CORP | 24 | 4 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 28 |
Raymond James Financial Services Advisors, Inc. | 28 | 28 | 0.00% | 0.12% | 0.19% | Q4 2016 | Q3 2023 | 28 |
SONATA CAPITAL GROUP INC | 28 | 28 | 0.30% | 0.77% | 1.48% | Q4 2016 | Q3 2023 | 28 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 28 |
M&T BANK CORP | 25 | 3 | 0.00% | 0.07% | 0.13% | Q2 2016 | Q3 2023 | 28 |
JANICZEK WEALTH MANAGEMENT, LLC | 27 | 27 | 0.85% | 3.53% | 6.89% | Q1 2017 | Q3 2023 | 27 |
Tortoise Investment Management, LLC | 27 | 27 | 0.00% | 0.26% | 0.79% | Q1 2017 | Q3 2023 | 27 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 16 | 11 | 0.06% | 1.26% | 3.70% | Q2 2016 | Q3 2023 | 27 |
Coastline Trust Co | 27 | 27 | 0.09% | 0.46% | 1.06% | Q1 2017 | Q3 2023 | 27 |
VICUS CAPITAL | 25 | 2 | 0.05% | 0.37% | 0.85% | Q1 2016 | Q3 2023 | 27 |
SIGMA INVESTMENT COUNSELORS INC | 15 | 12 | 0.04% | 0.10% | 0.18% | Q4 2016 | Q3 2023 | 27 |
Northstar Group, Inc. | 27 | 27 | 0.30% | 0.93% | 1.41% | Q1 2017 | Q3 2023 | 27 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 25 | 2 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 27 |
Linscomb & Williams, Inc. | 26 | 1 | 0.02% | 0.10% | 0.27% | Q4 2016 | Q3 2023 | 27 |
Whitegate Investment Counselors, Inc. | 27 | 27 | 0.43% | 1.34% | 4.17% | Q1 2017 | Q3 2023 | 27 |
Smithfield Trust Co | 27 | 27 | 0.18% | 0.96% | 2.92% | Q1 2017 | Q3 2023 | 27 |
Cornerstone Wealth Management, LLC | 24 | 3 | 0.06% | 0.21% | 0.38% | Q4 2016 | Q3 2023 | 27 |
Avidian Wealth Solutions, LLC | 27 | 27 | 0.10% | 1.23% | 2.82% | Q1 2017 | Q3 2023 | 27 |
Atria Investments, Inc | 14 | 3 | 0.05% | 0.11% | 0.16% | Q3 2015 | Q3 2023 | 27 |
Blume Capital Management, Inc. | 27 | 27 | 0.24% | 0.61% | 3.20% | Q1 2017 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.01% | 0.19% | 0.64% | Q1 2017 | Q3 2023 | 27 |
WHITTIER TRUST CO OF NEVADA INC | 27 | 27 | 0.00% | 0.04% | 0.20% | Q1 2017 | Q3 2023 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 27 | 27 | 0.00% | 0.04% | 0.13% | Q1 2017 | Q3 2023 | 27 |
HighTower Advisors, LLC | 16 | 11 | 0.00% | 0.03% | 0.11% | Q4 2016 | Q3 2023 | 27 |
First Heartland Consultants, Inc. | 26 | 26 | 0.01% | 0.07% | 0.25% | Q2 2017 | Q3 2023 | 26 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 5 | 0.00% | 0.07% | 0.18% | Q3 2015 | Q3 2023 | 26 |
RKL Wealth Management LLC | 26 | 26 | 0.03% | 0.07% | 0.18% | Q2 2017 | Q3 2023 | 26 |
Cetera Advisor Networks LLC | 21 | 5 | 0.01% | 0.06% | 0.16% | Q1 2017 | Q3 2023 | 26 |
Morningstar Investment Services LLC | 26 | 26 | 0.07% | 0.41% | 0.80% | Q2 2017 | Q3 2023 | 26 |
JACOBSON & SCHMITT ADVISORS, LLC | 16 | 10 | 0.12% | 0.82% | 1.60% | Q1 2017 | Q3 2023 | 26 |
Hanson & Doremus Investment Management | 26 | 26 | 0.01% | 0.47% | 0.87% | Q2 2017 | Q3 2023 | 26 |
AMI INVESTMENT MANAGEMENT INC | 13 | 12 | 0.24% | 0.86% | 3.22% | Q3 2015 | Q3 2023 | 25 |
Bank of New York Mellon Corp | 24 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.01% | 0.23% | 0.37% | Q3 2017 | Q3 2023 | 25 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 25 | 25 | 0.03% | 0.37% | 0.88% | Q3 2017 | Q3 2023 | 25 |
CAHABA WEALTH MANAGEMENT, INC. | 25 | 25 | 0.04% | 0.40% | 1.14% | Q3 2017 | Q3 2023 | 25 |
JAMES INVESTMENT RESEARCH INC | 25 | 25 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 25 |
Versant Capital Management, Inc | 25 | 25 | 0.09% | 0.28% | 0.75% | Q4 2017 | Q4 2023 | 25 |
ARGI Investment Services, LLC | 25 | 25 | 0.02% | 0.10% | 0.17% | Q4 2016 | Q4 2022 | 25 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | 25 | 0.05% | 1.12% | 1.90% | Q3 2017 | Q3 2023 | 25 |
MML INVESTORS SERVICES, LLC | 22 | 2 | 0.01% | 0.08% | 0.22% | Q1 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.04% | 0.07% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Successful Portfolios LLC | 24 | 24 | 0.20% | 0.43% | 0.83% | Q4 2017 | Q3 2023 | 24 |
Occidental Asset Management, LLC | 20 | 4 | 0.05% | 0.39% | 0.66% | Q4 2016 | Q3 2023 | 24 |
Ameritas Investment Partners, Inc. | 23 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 24 |
Capstone Financial Advisors, Inc. | 24 | 24 | 0.12% | 0.32% | 1.93% | Q4 2017 | Q3 2023 | 24 |
Cypress Wealth Services, LLC | 24 | 24 | 0.14% | 0.24% | 0.36% | Q4 2017 | Q3 2023 | 24 |
C M BIDWELL & ASSOCIATES LTD | 24 | 24 | 0.10% | 0.36% | 0.89% | Q4 2017 | Q3 2023 | 24 |
Moisand Fitzgerald Tamayo, LLC | 19 | 5 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.10% | 0.50% | 1.01% | Q4 2017 | Q3 2023 | 24 |
Windsor Wealth Management, Inc. | 24 | 24 | 0.13% | 1.36% | 5.72% | Q4 2017 | Q3 2023 | 24 |
Brinker Capital Investments, LLC | 24 | 24 | 0.00% | 0.18% | 0.49% | Q3 2016 | Q2 2022 | 24 |
LINCOLN NATIONAL CORP | 24 | 24 | 0.01% | 0.08% | 0.18% | Q4 2017 | Q3 2023 | 24 |
Leonard Rickey Investment Advisors P.L.L.C. | 24 | 24 | 5.50% | 14.03% | 20.47% | Q4 2017 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.15% | 0.37% | 0.92% | Q4 2017 | Q3 2023 | 24 |
IFP Advisors, Inc | 17 | 7 | 0.00% | 0.07% | 0.32% | Q2 2017 | Q3 2023 | 24 |
PINNACLE FINANCIAL PARTNERS INC | 24 | 24 | 0.12% | 1.03% | 1.58% | Q4 2017 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.08% | 0.16% | 0.33% | Q4 2017 | Q3 2023 | 24 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 23 | 23 | 0.05% | 0.08% | 0.14% | Q1 2018 | Q3 2023 | 23 |
IFG Advisory, LLC | 23 | 23 | 0.03% | 0.06% | 0.10% | Q1 2018 | Q3 2023 | 23 |
PrairieView Partners, LLC | 18 | 5 | 0.11% | 0.20% | 0.28% | Q4 2017 | Q3 2023 | 23 |
Bragg Financial Advisors, Inc | 23 | 23 | 0.06% | 0.83% | 1.25% | Q1 2018 | Q3 2023 | 23 |
Betterment LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Arlington Partners LLC | 23 | 23 | 0.02% | 0.10% | 0.19% | Q4 2017 | Q2 2023 | 23 |
Cardan Capital Partners, LLC | 23 | 23 | 0.31% | 0.87% | 1.65% | Q1 2016 | Q3 2021 | 23 |
Stratos Wealth Partners, LTD. | 21 | 2 | 0.01% | 0.03% | 0.14% | Q4 2017 | Q3 2023 | 23 |
SEI INVESTMENTS CO | 23 | 23 | 0.00% | 0.32% | 0.92% | Q1 2018 | Q3 2023 | 23 |
Bray Capital Advisors | 23 | 23 | 0.02% | 0.55% | 1.45% | Q1 2018 | Q3 2023 | 23 |
Private Harbour Investment Management & Counsel, LLC | 22 | 1 | 0.21% | 0.29% | 0.45% | Q2 2016 | Q2 2022 | 23 |
Columbus Macro, LLC | 23 | 23 | 0.06% | 0.39% | 1.03% | Q1 2018 | Q3 2023 | 23 |
FC Advisory LLC | 23 | 23 | 0.17% | 0.48% | 0.65% | Q2 2018 | Q4 2023 | 23 |
Invst, LLC | 22 | 22 | 0.33% | 0.54% | 0.77% | Q2 2018 | Q3 2023 | 22 |
RiverGlades Family Offices LLC | 14 | 4 | 2.12% | 2.95% | 4.30% | Q4 2017 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.12% | 0.19% | 0.27% | Q2 2018 | Q3 2023 | 22 |
Patriot Financial Group Insurance Agency, LLC | 21 | 1 | 0.04% | 0.07% | 0.14% | Q3 2017 | Q3 2023 | 22 |
EAGLE GLOBAL ADVISORS LLC | 22 | 22 | 0.01% | 0.16% | 0.26% | Q2 2018 | Q3 2023 | 22 |
McNamara Financial Services, Inc. | 22 | 22 | 0.72% | 1.04% | 1.69% | Q2 2018 | Q3 2023 | 22 |
Cambria Investment Management, L.P. | 22 | 22 | 0.02% | 0.09% | 0.18% | Q2 2018 | Q3 2023 | 22 |
MEEDER ASSET MANAGEMENT INC | 21 | 21 | 0.01% | 0.98% | 3.69% | Q3 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.04% | 0.18% | Q3 2015 | Q1 2023 | 21 |
MATHER GROUP, LLC. | 21 | 21 | 0.28% | 0.47% | 0.73% | Q3 2018 | Q3 2023 | 21 |
Allworth Financial LP | 21 | 21 | 0.00% | 0.07% | 0.15% | Q3 2018 | Q3 2023 | 21 |
BlackRock Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 21 |
Financial Advocates Investment Management | 21 | 21 | 0.04% | 0.09% | 0.18% | Q3 2018 | Q3 2023 | 21 |
Veritable, L.P. | 21 | 21 | 0.00% | 0.10% | 0.33% | Q2 2018 | Q2 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 21 |
McAdam, LLC | 15 | 3 | 0.02% | 0.25% | 0.63% | Q4 2016 | Q3 2023 | 21 |
Verity Asset Management, Inc. | 16 | 5 | 0.20% | 0.61% | 1.16% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 21 |
MCF Advisors LLC | 14 | 7 | 0.06% | 0.40% | 1.50% | Q2 2018 | Q3 2023 | 21 |
Human Investing LLC | 20 | 20 | 0.18% | 1.12% | 2.87% | Q4 2018 | Q3 2023 | 20 |
Fort Point Capital Partners LLC | 20 | 20 | 0.08% | 1.24% | 3.83% | Q4 2018 | Q3 2023 | 20 |
Taylor Hoffman Wealth Management | 20 | 20 | 0.40% | 0.77% | 1.10% | Q4 2018 | Q3 2023 | 20 |
RWA WEALTH PARTNERS, LLC | 20 | 20 | 1.48% | 4.87% | 8.48% | Q4 2018 | Q3 2023 | 20 |
PINNACLE ASSOCIATES LTD | 17 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.13% | 0.22% | 0.33% | Q4 2018 | Q3 2023 | 20 |
OneDigital Investment Advisors LLC | 11 | 9 | 0.01% | 0.16% | 1.02% | Q1 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 4.05% | 7.35% | 9.24% | Q4 2018 | Q3 2023 | 20 |
ACR Alpine Capital Research, LLC | 20 | 20 | 0.02% | 0.04% | 0.11% | Q2 2016 | Q1 2021 | 20 |
CAMG Solamere Management, LLC | 20 | 20 | 1.74% | 2.09% | 4.16% | Q4 2016 | Q3 2021 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2022 | 20 |
Fisher Asset Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, LLC | 20 | 20 | 0.12% | 0.29% | 0.65% | Q4 2018 | Q3 2023 | 20 |
JONES FINANCIAL COMPANIES LLLP | 20 | 20 | 0.05% | 0.11% | 0.19% | Q4 2018 | Q3 2023 | 20 |
BRIGHTON JONES LLC | 16 | 4 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 20 |
MASSMUTUAL TRUST CO FSB/ADV | 15 | 5 | 0.00% | 0.07% | 0.21% | Q4 2018 | Q4 2023 | 20 |
FLAGSHIP HARBOR ADVISORS, LLC | 20 | 20 | 0.03% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.05% | 0.25% | 0.92% | Q4 2018 | Q3 2023 | 20 |
DAVENPORT & Co LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Foster Victor Wealth Advisors, LLC | 20 | 20 | 0.06% | 0.39% | 1.68% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Wealth Management Advisory Group, LLC | 17 | 1 | 0.11% | 0.20% | 0.30% | Q2 2018 | Q3 2023 | 20 |
STEPHENS INC /AR/ | 20 | 20 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 20 | 20 | 1.15% | 2.07% | 8.04% | Q1 2018 | Q4 2022 | 20 |
CWA Asset Management Group, LLC | 13 | 7 | 0.02% | 0.13% | 0.68% | Q3 2018 | Q3 2023 | 20 |
Dynamic Advisor Solutions LLC | 20 | 20 | 0.04% | 0.10% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Black Diamond Financial, LLC | 20 | 20 | 0.22% | 0.51% | 1.05% | Q4 2018 | Q3 2023 | 20 |
Global Retirement Partners, LLC | 7 | 6 | 0.00% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 1.00% | 2.13% | 3.48% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 10 | 1 | 0.00% | 0.15% | 0.30% | Q2 2018 | Q3 2023 | 19 |
MUFG Americas Holdings Corp | 19 | 19 | 0.01% | 0.20% | 0.34% | Q1 2018 | Q3 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.21% | 0.78% | Q1 2019 | Q3 2023 | 19 |
180 WEALTH ADVISORS, LLC | 19 | 19 | 0.05% | 0.11% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Gemmer Asset Management LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2022 | 19 |
Personal Capital Advisors Corp | 19 | 19 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q4 2022 | 19 |
BROWN ADVISORY INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Valmark Advisers, Inc. | 16 | 3 | 0.01% | 0.05% | 0.13% | Q4 2018 | Q3 2023 | 19 |
BLAIR WILLIAM & CO/IL | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.05% | 0.09% | 0.20% | Q3 2018 | Q3 2023 | 19 |
Silver Lake Advisory, LLC | 17 | 2 | 0.11% | 0.13% | 0.16% | Q3 2018 | Q2 2023 | 19 |
Prestige Wealth Management Group LLC | 14 | 5 | 0.00% | 0.26% | 0.84% | Q4 2018 | Q3 2023 | 19 |
BDO Wealth Advisors, LLC | 19 | 19 | 0.09% | 0.41% | 0.97% | Q4 2018 | Q2 2023 | 19 |
Altium Wealth Management LLC | 19 | 19 | 0.74% | 2.88% | 4.10% | Q4 2017 | Q2 2022 | 19 |
WEDBUSH SECURITIES INC | 16 | 3 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 19 |
Arete Wealth Advisors, LLC | 19 | 19 | 0.08% | 0.47% | 2.91% | Q4 2017 | Q2 2022 | 19 |
HOWE & RUSLING INC | 19 | 19 | 0.03% | 0.09% | 0.13% | Q1 2019 | Q3 2023 | 19 |
FIRST FINANCIAL CORP /IN/ | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Merriman Wealth Management, LLC | 19 | 19 | 0.08% | 1.63% | 5.22% | Q1 2019 | Q3 2023 | 19 |
Traynor Capital Management, Inc. | 18 | 18 | 0.17% | 0.37% | 0.47% | Q2 2019 | Q3 2023 | 18 |
IHT Wealth Management, LLC | 16 | 2 | 0.02% | 0.07% | 0.20% | Q4 2017 | Q3 2023 | 18 |
Oxbow Advisors, LLC | 17 | 1 | 0.03% | 0.07% | 0.16% | Q2 2018 | Q1 2023 | 18 |
Janney Montgomery Scott LLC | 16 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 18 |
Financial Planning & Information Services, Inc. | 18 | 18 | 0.08% | 0.18% | 0.42% | Q2 2019 | Q3 2023 | 18 |
Apollon Wealth Management, LLC | 18 | 18 | 0.13% | 0.52% | 1.29% | Q2 2019 | Q3 2023 | 18 |
Canton Hathaway, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
RIVERSEDGE ADVISORS, LLC | 18 | 18 | 0.33% | 4.50% | 8.00% | Q2 2019 | Q3 2023 | 18 |
Wealthcare Advisory Partners LLC | 18 | 18 | 0.02% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
BBVA USA Bancshares, Inc. | 18 | 18 | 0.01% | 0.28% | 0.54% | Q4 2016 | Q1 2021 | 18 |
LVW Advisors, LLC | 18 | 18 | 0.27% | 0.65% | 0.86% | Q2 2019 | Q3 2023 | 18 |
DEUTSCHE BANK AG\ | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
KANAWHA CAPITAL MANAGEMENT LLC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Pinnacle Bancorp, Inc. | 18 | 18 | 0.00% | 0.12% | 0.40% | Q2 2019 | Q3 2023 | 18 |
TCI Wealth Advisors, Inc. | 18 | 18 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2023 | 18 |
Geneos Wealth Management Inc. | 18 | 18 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
MONETA GROUP INVESTMENT ADVISORS LLC | 17 | 17 | 0.02% | 0.12% | 0.46% | Q3 2019 | Q3 2023 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.13% | 0.35% | 0.67% | Q3 2019 | Q3 2023 | 17 |
Resource Planning Group | 17 | 17 | 0.19% | 1.40% | 3.82% | Q3 2018 | Q3 2022 | 17 |
Brookstone Capital Management | 17 | 17 | 0.01% | 0.10% | 0.26% | Q3 2019 | Q3 2023 | 17 |
Country Club Trust Company, n.a. | 17 | 17 | 0.04% | 0.13% | 0.28% | Q4 2017 | Q4 2021 | 17 |
Larson Financial Group LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Ellevest, Inc. | 15 | 2 | 0.00% | 0.84% | 7.45% | Q4 2018 | Q1 2023 | 17 |
CAPTRUST FINANCIAL ADVISORS | 16 | 1 | 0.01% | 0.07% | 0.17% | Q4 2018 | Q3 2023 | 17 |
Modera Wealth Management, LLC | 17 | 17 | 0.04% | 0.48% | 1.27% | Q3 2019 | Q3 2023 | 17 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 17 | 17 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q4 2019 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.02% | 0.07% | 0.14% | Q3 2019 | Q3 2023 | 17 |
Wolff Financial Management LLC | 10 | 1 | 0.32% | 0.63% | 0.95% | Q4 2018 | Q3 2023 | 17 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Private Ocean, LLC | 17 | 17 | 0.09% | 3.55% | 5.15% | Q3 2019 | Q3 2023 | 17 |
Dorsey & Whitney Trust CO LLC | 13 | 4 | 0.02% | 0.23% | 0.79% | Q1 2017 | Q3 2023 | 17 |
Baldrige Asset Management LLC | 17 | 17 | 0.12% | 1.04% | 1.64% | Q1 2019 | Q1 2023 | 17 |
PFS INVESTMENTS INC. | 17 | 17 | 0.02% | 0.08% | 0.14% | Q2 2019 | Q2 2023 | 17 |
SCS Capital Management LLC | 15 | 2 | 0.10% | 7.26% | 12.27% | Q4 2018 | Q3 2023 | 17 |
CMH Wealth Management LLC | 17 | 17 | 0.27% | 1.14% | 6.61% | Q3 2017 | Q3 2021 | 17 |
Jackson, Grant Investment Advisers, Inc. | 10 | 7 | 0.34% | 0.61% | 0.79% | Q2 2019 | Q3 2023 | 17 |
BB&T SECURITIES, LLC | 17 | 17 | 0.01% | 0.07% | 0.14% | Q3 2015 | Q3 2019 | 17 |
EP Wealth Advisors, LLC | 17 | 17 | 0.01% | 0.13% | 0.46% | Q3 2019 | Q3 2023 | 17 |
Hubbell Strickland Wealth Management, LLC | 17 | 17 | 0.16% | 0.67% | 1.25% | Q3 2019 | Q3 2023 | 17 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 17 |
SIGNATUREFD, LLC | 11 | 1 | 0.00% | 0.03% | 0.14% | Q1 2019 | Q3 2023 | 17 |
Meridian Wealth Management, LLC | 12 | 5 | 0.02% | 0.06% | 0.15% | Q4 2018 | Q3 2023 | 17 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.04% | 0.12% | Q4 2019 | Q3 2023 | 16 |
McNaughton Wealth Management, LLC | 16 | 16 | 1.39% | 2.35% | 2.98% | Q4 2019 | Q3 2023 | 16 |
Ackerman Capital Advisors, LLC | 16 | 16 | 1.00% | 12.89% | 22.74% | Q4 2019 | Q3 2023 | 16 |
NORTHERN TRUST CORP | 16 | 16 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Prime Capital Investment Advisors, LLC | 16 | 16 | 0.06% | 0.55% | 2.28% | Q4 2019 | Q3 2023 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.12% | 0.24% | 0.30% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Avantax Planning Partners, Inc. | 16 | 16 | 0.01% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Paragon Capital Management Ltd | 16 | 16 | 0.17% | 1.45% | 3.58% | Q4 2019 | Q3 2023 | 16 |
Independence Advisors, LLC | 16 | 16 | 1.33% | 1.84% | 2.62% | Q4 2016 | Q3 2020 | 16 |
Firestone Capital Management | 16 | 16 | 1.28% | 1.96% | 2.84% | Q4 2019 | Q3 2023 | 16 |
Paulson Wealth Management Inc. | 16 | 16 | 0.11% | 0.35% | 0.70% | Q4 2017 | Q3 2021 | 16 |
KING LUTHER CAPITAL MANAGEMENT CORP | 15 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
LAZARD ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 16 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 16 | 16 | 0.12% | 1.11% | 2.34% | Q4 2019 | Q3 2023 | 16 |
REILLY FINANCIAL ADVISORS, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 16 |
Optas, LLC | 16 | 16 | 0.31% | 0.43% | 0.72% | Q4 2019 | Q3 2023 | 16 |
Jaffetilchin Investment Partners, LLC | 16 | 16 | 0.03% | 0.09% | 0.26% | Q4 2018 | Q3 2022 | 16 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 16 |
Relative Value Partners Group, LLC | 10 | 6 | 0.02% | 0.08% | 0.29% | Q2 2019 | Q3 2023 | 16 |
Perigon Wealth Management, LLC | 14 | 1 | 0.04% | 0.37% | 0.89% | Q3 2011 | Q3 2023 | 16 |
SIMON QUICK ADVISORS, LLC | 16 | 16 | 0.58% | 1.84% | 3.26% | Q4 2019 | Q3 2023 | 16 |
STEPH & CO | 16 | 16 | 1.51% | 3.64% | 5.88% | Q4 2019 | Q3 2023 | 16 |
Elm Partners Management LLC | 12 | 1 | 0.02% | 1.02% | 2.67% | Q4 2018 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.73% | 1.26% | 2.63% | Q4 2019 | Q3 2023 | 16 |
Meridian Wealth Partners, LLC | 16 | 16 | 0.04% | 0.62% | 5.99% | Q4 2019 | Q3 2023 | 16 |
UBS ASSET MANAGEMENT AMERICAS INC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2019 | 16 |
GOLDMAN SACHS GROUP INC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 16 |
Edge Capital Group, LLC | 16 | 16 | 0.08% | 0.14% | 0.23% | Q4 2018 | Q3 2022 | 16 |
Texas Capital Bank Wealth Management Services Inc | 16 | 16 | 0.04% | 0.27% | 0.78% | Q4 2019 | Q3 2023 | 16 |
First Ascent Asset Management, LLC | 16 | 16 | 4.84% | 7.69% | 12.49% | Q4 2019 | Q3 2023 | 16 |
NewEdge Advisors, LLC | 12 | 1 | 0.01% | 0.06% | 0.19% | Q2 2017 | Q3 2023 | 16 |
CULLEN/FROST BANKERS, INC. | 16 | 16 | 0.00% | 0.07% | 0.25% | Q4 2019 | Q3 2023 | 16 |
BESSEMER GROUP INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Heartwood Wealth Advisors LLC | 16 | 16 | 1.37% | 2.05% | 2.46% | Q4 2019 | Q3 2023 | 16 |
MOLLER WEALTH PARTNERS | 16 | 16 | 0.58% | 3.36% | 6.88% | Q4 2019 | Q3 2023 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 0.02% | 0.23% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.02% | 0.30% | 0.59% | Q4 2019 | Q3 2023 | 16 |
DOHJ, LLC | 16 | 16 | 0.15% | 1.02% | 2.86% | Q4 2019 | Q3 2023 | 16 |
Garde Capital, Inc. | 15 | 15 | 2.74% | 3.39% | 4.24% | Q4 2016 | Q2 2020 | 15 |
Orion Portfolio Solutions, LLC | 15 | 15 | 0.08% | 0.44% | 0.59% | Q1 2020 | Q3 2023 | 15 |
MidWestOne Financial Group, Inc. | 7 | 4 | 0.05% | 0.33% | 0.59% | Q2 2019 | Q3 2023 | 15 |
Miracle Mile Advisors, LLC | 15 | 15 | 0.02% | 0.22% | 0.92% | Q1 2020 | Q3 2023 | 15 |
Relyea Zuckerberg Hanson LLC | 10 | 5 | 0.11% | 0.30% | 0.51% | Q4 2019 | Q3 2023 | 15 |
McCarthy Grittinger Financial Group, LLC | 15 | 15 | 0.03% | 0.23% | 1.89% | Q4 2018 | Q2 2022 | 15 |
LPWM LLC | 15 | 15 | 0.27% | 0.50% | 0.73% | Q1 2020 | Q3 2023 | 15 |
PDS Planning, Inc | 15 | 15 | 0.12% | 0.62% | 1.91% | Q1 2020 | Q3 2023 | 15 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
ASPIRIANT, LLC | 15 | 15 | 0.08% | 4.80% | 13.60% | Q1 2020 | Q3 2023 | 15 |
Hamilton Wealth, LLC | 15 | 15 | 0.10% | 0.20% | 0.32% | Q4 2018 | Q2 2022 | 15 |
Greenwich Investment Management, Inc. | 11 | 4 | 0.17% | 2.18% | 5.52% | Q1 2018 | Q3 2022 | 15 |
Cerity Partners LLC | 12 | 3 | 0.03% | 0.20% | 0.66% | Q3 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.04% | 0.07% | Q2 2016 | Q4 2019 | 15 |
Executive Wealth Management, LLC | 15 | 15 | 0.36% | 0.57% | 0.97% | Q1 2020 | Q3 2023 | 15 |
WBH ADVISORY INC | 12 | 3 | 0.04% | 0.14% | 0.32% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.07% | 0.13% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Busey Bank | 15 | 15 | 0.13% | 0.23% | 0.46% | Q1 2020 | Q3 2023 | 15 |
Hummer Financial Advisory Services Inc | 13 | 2 | 0.44% | 0.53% | 0.77% | Q4 2019 | Q3 2023 | 15 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.10% | 0.20% | Q3 2016 | Q4 2021 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 0.30% | 0.64% | 0.97% | Q4 2019 | Q3 2023 | 15 |
Savant Capital, LLC | 15 | 15 | 0.03% | 0.51% | 1.76% | Q1 2020 | Q3 2023 | 15 |
Sigma Planning Corp | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Mutual Advisors, LLC | 15 | 15 | 0.03% | 0.10% | 0.19% | Q1 2020 | Q3 2023 | 15 |
MOSELEY INVESTMENT MANAGEMENT INC | 15 | 15 | 0.42% | 0.73% | 1.34% | Q1 2020 | Q3 2023 | 15 |
Great Diamond Partners, LLC | 15 | 15 | 0.14% | 0.66% | 1.58% | Q1 2020 | Q3 2023 | 15 |
Financial Strategies Group, Inc. | 15 | 15 | 0.25% | 0.57% | 0.86% | Q1 2020 | Q3 2023 | 15 |
Simplicity Solutions, LLC | 15 | 15 | 0.01% | 1.77% | 5.00% | Q1 2020 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.50% | 0.79% | 1.21% | Q1 2020 | Q4 2023 | 15 |
CreativeOne Wealth, LLC | 15 | 15 | 0.03% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Visionary Wealth Advisors | 14 | 14 | 0.19% | 0.28% | 0.51% | Q2 2020 | Q3 2023 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.04% | 0.16% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Resonant Capital Advisors, LLC | 14 | 14 | 0.32% | 1.22% | 1.89% | Q2 2020 | Q3 2023 | 14 |
PROFFITT & GOODSON INC | 14 | 14 | 0.06% | 0.63% | 1.66% | Q2 2020 | Q3 2023 | 14 |
FIDUCIARY TRUST CO | 14 | 14 | 0.01% | 0.09% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Clearstead Advisors, LLC | 14 | 14 | 0.00% | 0.09% | 0.33% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.03% | 0.17% | 0.35% | Q4 2019 | Q3 2023 | 14 |
Pacific Edge Advisors, LLC | 11 | 3 | 0.17% | 0.44% | 0.83% | Q1 2018 | Q3 2021 | 14 |
Bogart Wealth, LLC | 14 | 14 | 0.00% | 0.01% | 0.08% | Q2 2020 | Q3 2023 | 14 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 3 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 14 |
Eldridge Investment Advisors, Inc. | 12 | 2 | 0.25% | 0.65% | 0.94% | Q3 2019 | Q3 2023 | 14 |
Carmichael Hill & Associates, Inc. | 14 | 14 | 0.01% | 0.90% | 2.36% | Q2 2020 | Q3 2023 | 14 |
Integrated Wealth Concepts LLC | 13 | 1 | 0.04% | 0.15% | 0.35% | Q4 2019 | Q3 2023 | 14 |
Sugarloaf Wealth Management, LLC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2023 | 14 |
Mattern Wealth Management LLC | 14 | 14 | 0.06% | 0.94% | 2.51% | Q2 2020 | Q3 2023 | 14 |
Mangham Associates,LLC | 12 | 2 | 0.22% | 1.04% | 1.90% | Q4 2017 | Q4 2021 | 14 |
CAPITAL INSIGHT PARTNERS, LLC | 14 | 14 | 0.22% | 0.35% | 0.44% | Q2 2020 | Q3 2023 | 14 |
Continuum Advisory, LLC | 14 | 14 | 0.23% | 0.38% | 0.46% | Q2 2020 | Q3 2023 | 14 |
Argent Trust Co | 14 | 14 | 0.02% | 0.09% | 0.16% | Q3 2018 | Q4 2021 | 14 |
Fairhaven Wealth Management, LLC | 12 | 2 | 1.10% | 1.66% | 2.41% | Q1 2020 | Q3 2023 | 14 |
Global Wealth Management Investment Advisory, Inc. | 13 | 1 | 0.01% | 0.17% | 0.22% | Q4 2019 | Q3 2023 | 14 |
MILLENNIUM MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 14 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 14 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q2 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.02% | 0.03% | 0.07% | Q1 2020 | Q2 2023 | 14 |
American Investment Services, Inc. | 14 | 14 | 0.08% | 0.77% | 1.05% | Q2 2020 | Q3 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 13 | 1 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 14 |
Kingsview Wealth Management, LLC | 8 | 6 | 0.01% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 14 |
Bristlecone Advisors, LLC | 14 | 14 | 0.06% | 0.18% | 0.40% | Q2 2020 | Q3 2023 | 14 |
Snowden Capital Advisors LLC | 8 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 14 |
ELM ADVISORS, LLC | 14 | 14 | 1.20% | 1.69% | 2.22% | Q4 2018 | Q1 2022 | 14 |
Sunflower Bank, N.A. | 14 | 14 | 0.23% | 2.38% | 7.14% | Q2 2020 | Q3 2023 | 14 |
Clear Creek Financial Management, LLC | 10 | 3 | 0.13% | 0.31% | 0.51% | Q2 2020 | Q3 2023 | 13 |
EPG Wealth Management LLC | 10 | 3 | 0.06% | 0.22% | 0.44% | Q4 2019 | Q3 2023 | 13 |
Redhawk Wealth Advisors, Inc. | 10 | 3 | 0.35% | 0.84% | 1.90% | Q3 2019 | Q1 2023 | 13 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 9 | 4 | 1.56% | 2.53% | 3.59% | Q2 2020 | Q3 2023 | 13 |
Paracle Advisors, LLC | 13 | 13 | 0.14% | 0.25% | 0.39% | Q1 2018 | Q1 2021 | 13 |
Liberty Capital Management, Inc. | 12 | 1 | 0.13% | 1.23% | 2.41% | Q2 2020 | Q3 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2020 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.04% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Sequoia Financial Advisors, LLC | 12 | 1 | 0.04% | 0.67% | 1.25% | Q3 2016 | Q3 2023 | 13 |
Hanlon Investment Management, Inc. | 13 | 13 | 0.52% | 0.72% | 1.01% | Q3 2020 | Q3 2023 | 13 |
Joseph P. Lucia & Associates, LLC | 7 | 6 | 0.00% | 0.04% | 0.17% | Q1 2019 | Q2 2022 | 13 |
BFSG, LLC | 13 | 13 | 0.06% | 0.10% | 0.15% | Q2 2019 | Q2 2022 | 13 |
XML Financial, LLC | 13 | 13 | 0.03% | 0.51% | 1.52% | Q3 2020 | Q3 2023 | 13 |
Estate Counselors, LLC | 9 | 4 | 0.17% | 1.25% | 2.30% | Q1 2019 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Brand Asset Management Group, Inc. | 9 | 4 | 0.03% | 0.08% | 0.15% | Q1 2019 | Q3 2023 | 13 |
Belpointe Asset Management LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.53% | 1.26% | 2.20% | Q4 2020 | Q4 2023 | 13 |
Almanack Investment Partners, LLC. | 6 | 1 | 0.07% | 0.15% | 0.24% | Q4 2017 | Q3 2023 | 13 |
ETRADE Capital Management LLC | 13 | 13 | 0.20% | 1.05% | 1.91% | Q3 2017 | Q3 2020 | 13 |
Curbstone Financial Management Corp | 13 | 13 | 0.09% | 0.16% | 0.24% | Q4 2020 | Q4 2023 | 13 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 13 | 13 | 0.02% | 0.09% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Hurlow Wealth Management Group, Inc. | 13 | 13 | 0.21% | 1.08% | 1.93% | Q3 2020 | Q3 2023 | 13 |
Hendershot Investments Inc. | 13 | 13 | 0.20% | 0.36% | 0.55% | Q3 2020 | Q3 2023 | 13 |
Stratos Wealth Advisors, LLC | 13 | 13 | 0.04% | 0.13% | 0.28% | Q3 2020 | Q3 2023 | 13 |
Wade Financial Advisory, Inc | 13 | 13 | 0.46% | 1.02% | 1.72% | Q4 2019 | Q4 2022 | 13 |
QUADRANT CAPITAL GROUP LLC | 13 | 13 | 0.42% | 0.74% | 1.01% | Q3 2020 | Q3 2023 | 13 |
Altavista Wealth Management, Inc. | 13 | 13 | 0.11% | 0.15% | 0.18% | Q4 2018 | Q4 2021 | 13 |
Legacy Private Trust Co. | 13 | 13 | 0.11% | 1.14% | 2.66% | Q4 2016 | Q4 2019 | 13 |
TSFG, LLC | 13 | 13 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q1 2022 | 13 |
D.A. DAVIDSON & CO. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
SHEETS SMITH WEALTH MANAGEMENT | 13 | 13 | 0.04% | 0.20% | 0.32% | Q2 2019 | Q2 2022 | 13 |
Affiance Financial, LLC | 13 | 13 | 0.10% | 0.30% | 0.50% | Q2 2020 | Q2 2023 | 13 |
Financial Advisors, LLC | 13 | 13 | 0.17% | 0.29% | 0.41% | Q4 2018 | Q4 2021 | 13 |
TRUSTCORE FINANCIAL SERVICES, LLC | 13 | 13 | 0.02% | 0.05% | 0.07% | Q4 2019 | Q4 2022 | 13 |
Private Capital Group, LLC | 13 | 13 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q4 2020 | 13 |
WASHINGTON TRUST Co | 12 | 12 | 0.00% | 0.18% | 0.52% | Q4 2020 | Q3 2023 | 12 |
First Horizon Advisors, Inc. | 11 | 1 | 0.00% | 0.24% | 0.52% | Q2 2018 | Q3 2023 | 12 |
Aveo Capital Partners, LLC | 8 | 4 | 0.04% | 0.88% | 2.89% | Q3 2020 | Q3 2023 | 12 |
ROPES WEALTH ADVISORS LLC | 12 | 12 | 0.17% | 0.19% | 0.22% | Q2 2020 | Q1 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 0.22% | 0.57% | 1.45% | Q4 2020 | Q3 2023 | 12 |
Tidal Investments LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 12 |
Willow Creek Wealth Management Inc. | 12 | 12 | 0.08% | 2.82% | 7.24% | Q4 2020 | Q3 2023 | 12 |
Ausdal Financial Partners, Inc. | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Cedar Brook Financial Partners, LLC | 7 | 1 | 0.08% | 0.11% | 0.14% | Q4 2019 | Q3 2023 | 12 |
Veery Capital, LLC | 12 | 12 | 0.35% | 0.76% | 0.90% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.03% | 0.10% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Godshalk Welsh Capital Management, Inc. | 12 | 12 | 0.20% | 0.60% | 0.95% | Q4 2020 | Q3 2023 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.10% | 0.24% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.08% | 0.28% | 0.43% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.37% | 1.02% | 1.71% | Q4 2020 | Q3 2023 | 12 |
Financial Network Wealth Management LLC | 12 | 12 | 0.33% | 0.38% | 0.46% | Q4 2020 | Q3 2023 | 12 |
KEYBANK NATIONAL ASSOCIATION/OH | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Strategic Financial Services, Inc, | 12 | 12 | 0.03% | 1.62% | 2.51% | Q3 2019 | Q2 2022 | 12 |
ATTICUS WEALTH MANAGEMENT, LLC | 12 | 12 | 0.05% | 0.22% | 0.28% | Q4 2020 | Q3 2023 | 12 |
RFG Advisory, LLC | 12 | 12 | 0.13% | 0.25% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.35% | 0.40% | 0.44% | Q4 2020 | Q3 2023 | 12 |
ForthRight Wealth Management, LLC | 12 | 12 | 0.67% | 2.69% | 4.07% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.05% | 0.11% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Mariner, LLC | 12 | 12 | 0.01% | 0.22% | 0.47% | Q4 2020 | Q3 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 12 |
COMERICA BANK | 11 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 12 |
MMA ASSET MANAGEMENT LLC | 12 | 12 | 0.28% | 0.41% | 0.55% | Q4 2020 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.28% | 0.39% | 0.58% | Q4 2020 | Q3 2023 | 12 |
CAHILL FINANCIAL ADVISORS INC | 12 | 12 | 0.07% | 0.15% | 0.25% | Q4 2020 | Q3 2023 | 12 |
ProVise Management Group, LLC | 12 | 12 | 0.03% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 12 |
AlphaMark Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
LAKE STREET PRIVATE WEALTH, LLC | 12 | 12 | 0.05% | 0.42% | 0.68% | Q3 2019 | Q2 2022 | 12 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 11 | 1 | 0.01% | 0.13% | 0.23% | Q3 2020 | Q3 2023 | 12 |
High Pines Wealth Management, LLC | 12 | 12 | 2.41% | 3.94% | 5.17% | Q4 2020 | Q3 2023 | 12 |
Clear Perspective Advisors, LLC | 6 | 2 | 0.07% | 0.92% | 1.95% | Q4 2016 | Q4 2021 | 12 |
Bell Bank | 12 | 12 | 0.10% | 0.16% | 0.22% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.14% | 0.29% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Spectrum Management Group, LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2022 | 12 |
Krilogy Financial LLC | 8 | 2 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q1 2022 | 12 |
YHB Investment Advisors, Inc. | 10 | 2 | 0.02% | 0.15% | 0.27% | Q3 2020 | Q3 2023 | 12 |
BOKF, NA | 7 | 5 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q1 2023 | 12 |
Trellis Advisors, LLC | 12 | 12 | 0.18% | 4.78% | 10.75% | Q4 2020 | Q3 2023 | 12 |
Symmetry Partners, LLC | 12 | 12 | 0.21% | 0.25% | 0.30% | Q1 2021 | Q4 2023 | 12 |
Quaker Wealth Management, LLC | 8 | 4 | 0.22% | 6.75% | 10.46% | Q2 2020 | Q3 2023 | 12 |
BRASADA CAPITAL MANAGEMENT, LP | 9 | 3 | 0.06% | 0.11% | 0.18% | Q3 2019 | Q4 2022 | 12 |
Compass Advisory Group LLC | 12 | 12 | 1.66% | 2.38% | 3.32% | Q4 2020 | Q3 2023 | 12 |
MCMILLION CAPITAL MANAGEMENT INC | 12 | 12 | 0.44% | 0.60% | 0.77% | Q3 2020 | Q2 2023 | 12 |
PRUDENTIAL FINANCIAL INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.10% | 0.27% | 0.37% | Q4 2020 | Q3 2023 | 12 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 12 | 12 | 1.48% | 1.79% | 2.22% | Q4 2020 | Q3 2023 | 12 |
Red Wave Investments LLC | 12 | 12 | 0.49% | 1.44% | 2.44% | Q4 2020 | Q3 2023 | 12 |
Unison Advisors LLC | 7 | 5 | 0.09% | 0.71% | 2.09% | Q3 2020 | Q3 2023 | 12 |
Crabel Capital Management, LLC | 7 | 1 | 0.09% | 0.80% | 1.64% | Q4 2017 | Q2 2023 | 12 |
Csenge Advisory Group | 12 | 12 | 0.02% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
HBK Sorce Advisory LLC | 12 | 12 | 0.02% | 0.35% | 1.12% | Q4 2020 | Q3 2023 | 12 |
Keeley-Teton Advisors, LLC | 12 | 12 | 0.03% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Stonebridge Capital Advisors LLC | 5 | 1 | 0.00% | 0.03% | 0.14% | Q2 2019 | Q3 2023 | 11 |
PFG Advisors | 6 | 5 | 0.12% | 0.52% | 0.80% | Q3 2020 | Q3 2023 | 11 |
Soltis Investment Advisors LLC | 11 | 11 | 0.04% | 0.33% | 0.86% | Q1 2021 | Q3 2023 | 11 |
Drexel Morgan & Co. | 11 | 11 | 0.06% | 0.12% | 0.21% | Q4 2018 | Q2 2021 | 11 |
Dakota Wealth Management | 9 | 2 | 0.01% | 0.12% | 0.21% | Q1 2019 | Q3 2023 | 11 |
Beta Wealth Group, Inc. | 6 | 5 | 2.67% | 3.86% | 4.41% | Q4 2020 | Q3 2023 | 11 |
Chicago Partners Investment Group LLC | 6 | 5 | 0.00% | 0.06% | 0.14% | Q3 2017 | Q3 2023 | 11 |
FRANKLIN RESOURCES INC | 7 | 4 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 11 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
COLLECTIVE FAMILY OFFICE LLC | 9 | 2 | 0.08% | 0.35% | 0.70% | Q4 2020 | Q3 2023 | 11 |
Financial Architects, Inc | 9 | 2 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q2 2023 | 11 |
BURNEY CO/ | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11 | 11 | 0.00% | 0.07% | 0.15% | Q1 2021 | Q3 2023 | 11 |
SALEM INVESTMENT COUNSELORS INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
First Allied Advisory Services, Inc. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2020 | 11 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 11 | 11 | 0.05% | 0.49% | 0.92% | Q1 2021 | Q3 2023 | 11 |
StrongBox Wealth, LLC | 11 | 11 | 0.16% | 0.55% | 0.73% | Q1 2020 | Q3 2022 | 11 |
Legacy Bridge, LLC | 11 | 11 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q2 2021 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.06% | 0.13% | 0.20% | Q1 2021 | Q3 2023 | 11 |
PATRON PARTNERS, LLC | 11 | 11 | 0.31% | 0.81% | 1.18% | Q1 2021 | Q3 2023 | 11 |
Vivaldi Capital Management LP | 10 | 1 | 0.08% | 0.17% | 0.29% | Q1 2020 | Q4 2022 | 11 |
BRINKER CAPITAL INC | 9 | 1 | 0.02% | 0.63% | 1.06% | Q2 2016 | Q4 2019 | 11 |
IRON Financial LLC | 7 | 4 | 0.14% | 0.23% | 0.36% | Q3 2019 | Q3 2022 | 11 |
Financial Advisors Network, Inc. | 9 | 1 | 0.08% | 0.14% | 0.32% | Q4 2016 | Q4 2020 | 11 |
Crestwood Advisors Group, LLC | 11 | 11 | 0.03% | 0.65% | 2.02% | Q1 2021 | Q3 2023 | 11 |
Community Bank of Raymore | 11 | 11 | 0.08% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Alaethes Wealth LLC | 11 | 11 | 0.54% | 1.21% | 2.19% | Q1 2021 | Q3 2023 | 11 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10 | 1 | 0.16% | 2.46% | 4.58% | Q4 2020 | Q3 2023 | 11 |
Lido Advisors, LLC | 10 | 1 | 0.00% | 0.08% | 0.34% | Q4 2020 | Q3 2023 | 11 |
JNBA Financial Advisors | 11 | 11 | 0.00% | 0.66% | 1.34% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.14% | 0.17% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Personal Wealth Partners | 11 | 11 | 0.16% | 0.19% | 0.23% | Q3 2019 | Q1 2022 | 11 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 11 | 11 | 1.48% | 3.00% | 4.13% | Q3 2019 | Q1 2022 | 11 |
SigFig Wealth Management, LLC | 11 | 11 | 0.06% | 0.42% | 1.15% | Q1 2021 | Q3 2023 | 11 |
Milestone Advisory Partners | 11 | 11 | 0.33% | 0.87% | 1.28% | Q2 2020 | Q4 2022 | 11 |
Capital Advisors Wealth Management, LLC | 11 | 11 | 0.31% | 0.44% | 0.67% | Q1 2021 | Q3 2023 | 11 |
Peninsula Wealth, LLC | 9 | 2 | 0.09% | 0.14% | 0.18% | Q2 2020 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.02% | 0.26% | 0.50% | Q1 2021 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.53% | 1.13% | 1.79% | Q4 2018 | Q2 2021 | 11 |
Glassman Wealth Services | 11 | 11 | 0.00% | 0.53% | 1.47% | Q1 2021 | Q3 2023 | 11 |
DELTA ASSET MANAGEMENT LLC/TN | 6 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
REGIONS FINANCIAL CORP | 9 | 1 | 0.00% | 0.40% | 0.52% | Q1 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.10% | 0.15% | Q1 2021 | Q3 2023 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 0.29% | 0.68% | 1.44% | Q2 2021 | Q3 2023 | 10 |
Bay Harbor Wealth Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 10 |
SP Asset Management | 9 | 1 | 0.14% | 0.98% | 1.42% | Q3 2019 | Q3 2022 | 10 |
FARMERS & MERCHANTS INVESTMENTS INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
USCA RIA LLC | 10 | 10 | 0.04% | 0.26% | 0.58% | Q1 2019 | Q2 2021 | 10 |
FIRST MERCHANTS CORP | 10 | 10 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
McKinley Carter Wealth Services, Inc. | 10 | 10 | 0.05% | 0.87% | 2.32% | Q2 2021 | Q3 2023 | 10 |
CENTRAL BANK & TRUST CO | 9 | 1 | 0.00% | 0.02% | 0.13% | Q4 2018 | Q4 2022 | 10 |
Wealthspire Advisors, L.P. | 10 | 10 | 0.00% | 0.12% | 0.47% | Q2 2018 | Q3 2020 | 10 |
JFS WEALTH ADVISORS, LLC | 10 | 10 | 0.00% | 1.57% | 2.84% | Q2 2021 | Q3 2023 | 10 |
Spotlight Asset Group, Inc. | 8 | 2 | 0.09% | 0.16% | 0.25% | Q4 2019 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Destiny Wealth Partners, LLC | 10 | 10 | 0.05% | 0.09% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Hayek Kallen Investment Management | 5 | 2 | 0.12% | 0.19% | 0.23% | Q1 2020 | Q4 2022 | 10 |
Compass Ion Advisors, LLC | 8 | 2 | 0.08% | 4.38% | 10.50% | Q2 2020 | Q3 2023 | 10 |
Oakworth Capital, Inc. | 10 | 10 | 0.36% | 0.51% | 0.63% | Q2 2020 | Q3 2022 | 10 |
TD Capital Management LLC | 10 | 10 | 0.01% | 0.39% | 0.70% | Q2 2021 | Q3 2023 | 10 |
Avion Wealth | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 10 |
CALTON & ASSOCIATES, INC. | 9 | 1 | 0.06% | 0.09% | 0.17% | Q1 2020 | Q4 2022 | 10 |
Ameritas Investment Company, LLC | 9 | 1 | 0.02% | 0.19% | 0.43% | Q1 2019 | Q3 2021 | 10 |
Vista Private Wealth Partners. LLC | 10 | 10 | 0.10% | 0.55% | 0.96% | Q2 2021 | Q3 2023 | 10 |
Stokes Family Office, LLC | 10 | 10 | 0.05% | 0.44% | 1.02% | Q2 2021 | Q3 2023 | 10 |
Hill Investment Group Partners, LLC | 10 | 10 | 0.13% | 0.41% | 0.85% | Q2 2021 | Q3 2023 | 10 |
FIRST TRUST ADVISORS LP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2022 | 10 |
Adero Partners, LLC | 10 | 10 | 0.05% | 0.37% | 0.81% | Q4 2019 | Q1 2022 | 10 |
Opes Wealth Management LLC | 10 | 10 | 0.08% | 0.14% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.16% | 0.66% | 2.59% | Q4 2018 | Q2 2022 | 10 |
Cresset Asset Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Snider Financial Group | 10 | 10 | 0.90% | 1.01% | 1.15% | Q2 2021 | Q3 2023 | 10 |
Clearwater Capital Advisors, LLC | 10 | 10 | 0.05% | 0.22% | 0.30% | Q3 2018 | Q4 2020 | 10 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.34% | 0.77% | 1.69% | Q4 2019 | Q1 2022 | 10 |
FIRST AMERICAN TRUST, FSB | 10 | 10 | 0.04% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 10 |
McIlrath & Eck, LLC | 10 | 10 | 0.04% | 0.13% | 0.22% | Q2 2021 | Q3 2023 | 10 |
Farmers & Merchants Trust Co of Chambersburg PA | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CPWM, LLC | 5 | 1 | 0.02% | 0.09% | 0.32% | Q4 2017 | Q3 2022 | 10 |
Kovack Advisors, Inc. | 10 | 10 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q2 2022 | 10 |
GenTrust, LLC | 9 | 9 | 0.02% | 0.34% | 1.27% | Q3 2021 | Q3 2023 | 9 |
Aviance Capital Partners, LLC | 9 | 9 | 0.20% | 0.25% | 0.28% | Q3 2021 | Q3 2023 | 9 |
Newton One Investments LLC | 9 | 9 | 1.19% | 5.21% | 8.69% | Q3 2021 | Q3 2023 | 9 |
HEADINVEST, LLC | 8 | 1 | 0.02% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 9 |
Tenret Co LLC | 9 | 9 | 0.48% | 4.26% | 7.02% | Q2 2021 | Q2 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
FFT WEALTH MANAGEMENT LLC | 9 | 9 | 0.24% | 1.50% | 3.58% | Q3 2021 | Q3 2023 | 9 |
Emerald Advisors, LLC | 9 | 9 | 0.12% | 0.49% | 0.66% | Q1 2020 | Q1 2022 | 9 |
LS Investment Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
NVWM, LLC | 9 | 9 | 0.05% | 0.09% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Walkner Condon Financial Advisors LLC | 9 | 9 | 0.31% | 0.62% | 1.06% | Q3 2020 | Q3 2022 | 9 |
Baltimore-Washington Financial Advisors, Inc. | 9 | 9 | 0.04% | 0.07% | 0.11% | Q4 2020 | Q4 2022 | 9 |
Investors Research Corp | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Tradition Wealth Management, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 4 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.04% | 0.10% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Manchester Capital Management LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.29% | 0.36% | 0.42% | Q4 2021 | Q4 2023 | 9 |
OptiFour Integrated Wealth Management, LLC | 9 | 9 | 2.07% | 5.60% | 9.26% | Q4 2017 | Q4 2019 | 9 |
OPPENHEIMER & CO INC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
ARS Wealth Advisors Group, LLC | 9 | 9 | 0.14% | 0.17% | 0.20% | Q3 2021 | Q3 2023 | 9 |
PRIO WEALTH LIMITED PARTNERSHIP | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Agate Pass Investment Management, LLC | 9 | 9 | 0.26% | 0.84% | 2.00% | Q4 2021 | Q4 2023 | 9 |
Cranbrook Wealth Management, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
IBERIABANK CORP | 9 | 9 | 0.11% | 0.46% | 0.62% | Q2 2018 | Q2 2020 | 9 |
Roundview Capital LLC | 5 | 4 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 9 |
StoneX Group Inc. | 9 | 9 | 0.10% | 0.23% | 0.43% | Q4 2019 | Q4 2021 | 9 |
BAKER BOYER NATIONAL BANK | 8 | 1 | 1.76% | 12.47% | 21.73% | Q2 2021 | Q3 2023 | 9 |
Portland Global Advisors LLC | 8 | 1 | 0.11% | 0.14% | 0.18% | Q2 2019 | Q3 2023 | 9 |
Johnson Financial Group, LLC | 4 | 1 | 0.06% | 0.55% | 1.05% | Q1 2017 | Q3 2022 | 9 |
COUNTRY TRUST BANK | 8 | 1 | 0.00% | 0.04% | 0.09% | Q1 2018 | Q1 2021 | 9 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.06% | 0.12% | 0.19% | Q2 2019 | Q3 2023 | 9 |
Hirtle Callaghan & Co LLC | 9 | 9 | 0.27% | 1.46% | 6.07% | Q3 2021 | Q3 2023 | 9 |
Trinity Financial Advisors LLC | 6 | 3 | 0.47% | 2.10% | 4.25% | Q4 2020 | Q3 2023 | 9 |
AdvicePeriod, LLC | 9 | 9 | 0.11% | 0.49% | 0.93% | Q2 2019 | Q2 2021 | 9 |
Bigelow Investment Advisors, LLC | 9 | 9 | 0.11% | 0.13% | 0.15% | Q3 2020 | Q3 2022 | 9 |
DONALDSON CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
Cedar Wealth Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q4 2021 | 9 |
Western Wealth Management, LLC | 8 | 1 | 0.02% | 0.05% | 0.11% | Q4 2018 | Q3 2023 | 9 |
HUNTINGTON NATIONAL BANK | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Corbenic Partners LLC | 9 | 9 | 0.24% | 0.45% | 0.56% | Q2 2020 | Q2 2022 | 9 |
Huber Financial Advisors, LLC | 9 | 9 | 0.19% | 0.24% | 0.34% | Q1 2018 | Q1 2020 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.35% | 1.68% | 4.56% | Q1 2020 | Q1 2022 | 9 |
One Capital Management, LLC | 5 | 4 | 0.04% | 0.07% | 0.15% | Q2 2021 | Q3 2023 | 9 |
Goodwin Investment Advisory | 9 | 9 | 0.14% | 1.04% | 2.62% | Q3 2021 | Q3 2023 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.02% | 0.14% | 0.34% | Q3 2021 | Q3 2023 | 9 |
Strategic Wealth Partners Group, LLC | 6 | 2 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q4 2021 | 8 |
Waypoint Capital Advisors, LLC | 8 | 8 | 0.08% | 0.15% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Clean Yield Group | 8 | 8 | 0.07% | 0.15% | 0.20% | Q4 2020 | Q3 2022 | 8 |
PARSONS CAPITAL MANAGEMENT INC/RI | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.01% | 1.49% | 6.05% | Q4 2021 | Q3 2023 | 8 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
JBJ Investment Partners, LLC | 8 | 8 | 0.60% | 1.30% | 1.86% | Q1 2020 | Q4 2021 | 8 |
LOWE BROCKENBROUGH & CO INC | 7 | 1 | 0.03% | 0.15% | 0.28% | Q3 2021 | Q3 2023 | 8 |
Avior Wealth Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
Divergent Planning, LLC | 8 | 8 | 0.32% | 2.87% | 3.56% | Q4 2021 | Q3 2023 | 8 |
Freestone Capital Holdings, LLC | 6 | 2 | 0.00% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 8 |
IEQ CAPITAL, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Global Trust Asset Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Insight Wealth Strategies, LLC | 8 | 8 | 0.26% | 0.36% | 0.49% | Q4 2021 | Q3 2023 | 8 |
STUDIO INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.52% | 1.02% | 1.89% | Q4 2021 | Q3 2023 | 8 |
WealthStone, Inc. | 8 | 8 | 0.85% | 2.60% | 5.43% | Q2 2019 | Q1 2021 | 8 |
Charles Schwab Trust Co | 6 | 2 | 0.15% | 0.18% | 0.23% | Q3 2019 | Q3 2021 | 8 |
Clear Perspectives Financial Planning, LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q4 2022 | 8 |
HOHIMER WEALTH MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.13% | 0.22% | Q4 2020 | Q3 2022 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.46% | 0.88% | 1.31% | Q4 2021 | Q3 2023 | 8 |
Johnson Midwest Financial, LLC | 8 | 8 | 0.06% | 0.10% | 0.23% | Q4 2020 | Q3 2022 | 8 |
Essex Financial Services, Inc. | 6 | 1 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q1 2022 | 8 |
OLIO Financial Planning | 8 | 8 | 0.61% | 1.47% | 1.90% | Q4 2021 | Q3 2023 | 8 |
MANAGED ACCOUNT SERVICES INC | 8 | 8 | 0.13% | 0.25% | 0.39% | Q4 2019 | Q3 2021 | 8 |
First Affirmative Financial Network | 8 | 8 | 0.24% | 0.31% | 0.39% | Q1 2022 | Q4 2023 | 8 |
Archvest Wealth Advisors, Inc. | 8 | 8 | 0.18% | 0.69% | 3.67% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.02% | 2.49% | 11.77% | Q4 2021 | Q3 2023 | 8 |
Bowman & Co S.C. | 8 | 8 | 1.61% | 2.93% | 3.74% | Q4 2021 | Q3 2023 | 8 |
Paradigm Financial Advisors, LLC | 8 | 8 | 0.07% | 0.16% | 0.26% | Q1 2020 | Q4 2021 | 8 |
Operose Advisors LLC | 8 | 8 | 0.00% | 0.02% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Heritage Financial Services, LLC | 8 | 8 | 0.20% | 0.97% | 3.04% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.05% | 0.16% | Q4 2021 | Q3 2023 | 8 |
LGL PARTNERS, LLC | 8 | 8 | 0.23% | 1.33% | 4.38% | Q4 2021 | Q3 2023 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.09% | 0.21% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Procyon Advisors, LLC | 6 | 2 | 0.01% | 0.16% | 0.48% | Q1 2020 | Q3 2023 | 8 |
Diligent Investors, LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q1 2022 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.05% | 1.23% | 1.86% | Q4 2021 | Q3 2023 | 8 |
HILL ISLAND FINANCIAL LLC | 8 | 8 | 0.22% | 0.30% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.13% | 0.32% | 0.86% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.08% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Howard Capital Management Inc. | 7 | 1 | 0.07% | 0.34% | 0.53% | Q4 2019 | Q1 2023 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.08% | 0.54% | 1.20% | Q4 2021 | Q3 2023 | 8 |
Erickson Financial Group, LLC | 8 | 8 | 0.42% | 0.49% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Aletheian Wealth Advisors LLC | 8 | 8 | 0.48% | 1.34% | 2.15% | Q1 2022 | Q4 2023 | 8 |
ACIMA PRIVATE WEALTH, LLC | 8 | 8 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q1 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.14% | 0.49% | Q4 2021 | Q3 2023 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.00% | 0.03% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.45% | 0.56% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Orcam Financial Group | 8 | 8 | 1.10% | 1.82% | 2.34% | Q4 2021 | Q3 2023 | 8 |
Addison Advisors LLC | 8 | 8 | 0.05% | 0.32% | 0.74% | Q4 2021 | Q3 2023 | 8 |
VisionPoint Advisory Group, LLC | 7 | 1 | 0.02% | 0.09% | 0.13% | Q4 2018 | Q2 2023 | 8 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.02% | 0.47% | 1.78% | Q3 2017 | Q2 2023 | 8 |
Biltmore Capital Advisors LLC | 8 | 8 | 0.58% | 2.50% | 3.66% | Q1 2020 | Q4 2021 | 8 |
IAG Wealth Partners, LLC | 7 | 1 | 0.01% | 0.01% | 0.07% | Q1 2020 | Q2 2023 | 8 |
GRAND WEALTH MANAGEMENT, LLC | 8 | 8 | 0.85% | 1.57% | 2.62% | Q4 2021 | Q3 2023 | 8 |
Alhambra Investment Management LLC | 8 | 8 | 0.30% | 1.10% | 2.40% | Q3 2021 | Q2 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.21% | 0.55% | 0.71% | Q4 2021 | Q3 2023 | 8 |
DRAVO BAY LLC | 8 | 8 | 1.00% | 2.38% | 3.27% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Brooklyn FI, LLC | 8 | 8 | 4.61% | 8.46% | 12.55% | Q4 2021 | Q3 2023 | 8 |
Keystone Financial Group | 5 | 1 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 0.36% | 0.75% | 1.24% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.09% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Alliance Wealth Management Group | 8 | 8 | 0.12% | 0.24% | 0.70% | Q4 2016 | Q3 2018 | 8 |
GPWM LLC | 8 | 8 | 2.34% | 13.18% | 17.01% | Q4 2021 | Q3 2023 | 8 |
LWS Wealth Advisors, Inc. | 6 | 1 | 0.13% | 7.56% | 10.44% | Q4 2019 | Q3 2023 | 8 |
Von Berge Wealth Management Group, LLC | 8 | 8 | 0.18% | 1.02% | 1.78% | Q4 2021 | Q3 2023 | 8 |
Summit Asset Management, LLC | 8 | 8 | 0.07% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 8 |
WEST MICHIGAN ADVISORS, LLC | 8 | 8 | 0.23% | 0.51% | 0.99% | Q4 2021 | Q3 2023 | 8 |
Zhang Financial LLC | 8 | 8 | 0.04% | 0.40% | 0.66% | Q1 2021 | Q4 2022 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.03% | 0.07% | 0.28% | Q4 2021 | Q3 2023 | 8 |
ELEMENT POINTE ADVISORS, LLC | 8 | 8 | 0.09% | 0.81% | 1.28% | Q4 2021 | Q3 2023 | 8 |
LifePro Asset Management | 8 | 8 | 0.15% | 0.29% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Main Street Financial Solutions, LLC | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2022 | 8 |
MAYPORT, LLC | 8 | 8 | 0.42% | 1.02% | 1.36% | Q4 2021 | Q3 2023 | 8 |
MOTIVE WEALTH ADVISORS | 8 | 8 | 0.95% | 2.49% | 5.39% | Q4 2021 | Q3 2023 | 8 |
AllGen Financial Advisors, Inc. | 8 | 8 | 1.86% | 5.06% | 6.63% | Q4 2020 | Q3 2022 | 8 |
Ascent Group, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Silver Oak Advisory Group, Inc. | 8 | 8 | 6.42% | 6.77% | 7.24% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 1.67% | 2.44% | 3.58% | Q4 2021 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.05% | 0.08% | 0.14% | Q4 2020 | Q3 2022 | 8 |
Vise Technologies, Inc. | 7 | 7 | 0.53% | 0.87% | 1.13% | Q1 2022 | Q3 2023 | 7 |
Independent Advisor Alliance | 6 | 1 | 0.03% | 2.65% | 11.49% | Q4 2019 | Q3 2023 | 7 |
Live Your Vision, LLC | 5 | 2 | 0.00% | 1.14% | 3.92% | Q3 2016 | Q1 2019 | 7 |
GoalVest Advisory LLC | 3 | 1 | 0.01% | 0.08% | 0.14% | Q4 2020 | Q1 2023 | 7 |
V Wealth Advisors LLC | 5 | 2 | 0.04% | 0.07% | 0.15% | Q1 2020 | Q4 2021 | 7 |
Quantitative Advantage, LLC | 7 | 7 | 0.06% | 0.28% | 0.40% | Q3 2021 | Q1 2023 | 7 |
MATTERN CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Independent Wealth Network Inc. | 4 | 3 | 0.14% | 0.17% | 0.20% | Q3 2021 | Q3 2023 | 7 |
Foundations Investment Advisors, LLC | 6 | 1 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 7 |
Evergreen Advisors, LLC | 4 | 3 | 0.09% | 0.14% | 0.19% | Q4 2020 | Q3 2022 | 7 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 7 |
Exchange Capital Management, Inc. | 4 | 3 | 0.05% | 0.13% | 0.24% | Q4 2021 | Q3 2023 | 7 |
FOUNDERS FINANCIAL SECURITIES LLC | 7 | 7 | 0.08% | 0.91% | 1.30% | Q1 2022 | Q3 2023 | 7 |
Keudell/Morrison Wealth Management | 7 | 7 | 1.02% | 1.77% | 2.25% | Q1 2022 | Q3 2023 | 7 |
Stokes & Hubbell Capital Management, LLC | 4 | 1 | 0.06% | 0.11% | 0.20% | Q1 2016 | Q1 2019 | 7 |
Opal Wealth Advisors, LLC | 6 | 1 | 0.24% | 0.73% | 1.60% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.17% | 0.19% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Leisure Capital Management | 5 | 2 | 0.15% | 0.34% | 0.45% | Q2 2018 | Q4 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q2 2022 | 7 |
Brown Financial Advisory | 7 | 7 | 0.57% | 3.50% | 8.27% | Q4 2021 | Q2 2023 | 7 |
Facet Wealth, Inc. | 6 | 1 | 0.03% | 1.09% | 6.10% | Q2 2021 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.08% | 0.23% | 0.37% | Q4 2016 | Q2 2018 | 7 |
Rockwood Wealth Management, LLC | 7 | 7 | 0.18% | 3.21% | 4.58% | Q1 2022 | Q3 2023 | 7 |
Trinity Legacy Partners, LLC | 4 | 3 | 0.10% | 0.16% | 0.20% | Q2 2019 | Q2 2022 | 7 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 7 | 7 | 0.99% | 2.08% | 2.85% | Q1 2022 | Q3 2023 | 7 |
Ballentine Partners, LLC | 7 | 7 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q1 2022 | 7 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
ANDERSON HOAGLAND & CO | 4 | 1 | 0.04% | 0.31% | 0.44% | Q4 2020 | Q3 2023 | 7 |
Bedel Financial Consulting, Inc. | 5 | 2 | 0.00% | 5.33% | 8.37% | Q3 2021 | Q2 2023 | 7 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
HOWARD WEALTH MANAGEMENT, LLC | 6 | 1 | 0.17% | 0.37% | 0.42% | Q4 2020 | Q3 2022 | 7 |
Core Wealth Advisors, Inc. | 7 | 7 | 0.03% | 0.49% | 0.69% | Q1 2022 | Q3 2023 | 7 |
Lenox Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 7 |
Vanguard Personalized Indexing Management, LLC | 7 | 7 | 0.02% | 0.16% | 0.28% | Q4 2020 | Q2 2022 | 7 |
TFO Wealth Partners, LLC | 6 | 1 | 0.00% | 0.13% | 0.59% | Q4 2019 | Q3 2023 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.07% | 1.69% | 2.39% | Q4 2021 | Q2 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.08% | 0.24% | Q4 2021 | Q3 2023 | 7 |
Level Financial Advisors | 7 | 7 | 0.16% | 0.26% | 0.39% | Q1 2022 | Q3 2023 | 7 |
Commonwealth Equity Services, Inc | 7 | 7 | 0.01% | 0.02% | 0.06% | Q1 2016 | Q3 2017 | 7 |
Johnson Financial Group, Inc. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 7 |
Pure Financial Advisors, LLC | 7 | 7 | 0.05% | 0.09% | 0.11% | Q2 2022 | Q4 2023 | 7 |
AVAII WEALTH MANAGEMENT, LLC | 7 | 7 | 0.24% | 0.43% | 0.70% | Q1 2022 | Q3 2023 | 7 |
Annex Advisory Services, LLC | 7 | 7 | 0.05% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.07% | 0.10% | 0.14% | Q2 2020 | Q4 2021 | 7 |
First International Bank & Trust | 7 | 7 | 0.12% | 0.13% | 0.15% | Q4 2021 | Q2 2023 | 7 |
Johnson Bixby & Associates, LLC | 7 | 7 | 0.07% | 0.20% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Curi Wealth Management, LLC | 7 | 7 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 7 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 7 | 0.02% | 0.05% | 0.06% | Q3 2019 | Q1 2021 | 7 |
Winthrop Advisory Group LLC | 5 | 2 | 0.16% | 8.07% | 11.78% | Q4 2021 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.11% | 0.58% | 1.32% | Q1 2022 | Q3 2023 | 7 |
PBMares Wealth Management LLC | 7 | 7 | 2.80% | 3.54% | 4.88% | Q1 2021 | Q3 2022 | 7 |
Lumature Wealth Partners, LLC | 7 | 7 | 0.18% | 0.56% | 1.39% | Q1 2021 | Q3 2022 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.02% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Summit Wealth Group, LLC | 5 | 2 | 0.98% | 1.85% | 2.60% | Q4 2019 | Q2 2023 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.03% | 0.42% | 0.82% | Q1 2022 | Q3 2023 | 7 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 7 | 7 | 0.02% | 0.09% | 0.11% | Q1 2018 | Q3 2019 | 7 |
Horizons Wealth Management | 7 | 7 | 0.24% | 0.26% | 0.30% | Q2 2022 | Q4 2023 | 7 |
Johanson Financial Advisors, Inc. | 7 | 7 | 0.13% | 0.38% | 0.58% | Q2 2020 | Q4 2021 | 7 |
AJ WEALTH STRATEGIES, LLC | 4 | 3 | 0.03% | 0.08% | 0.20% | Q1 2019 | Q3 2022 | 7 |
Stonebridge Financial Planning Group, LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q4 2021 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.24% | 0.39% | 0.56% | Q4 2021 | Q2 2023 | 7 |
Legacy Wealth Partners, Inc. | 7 | 7 | 1.10% | 1.32% | 1.61% | Q4 2019 | Q2 2021 | 7 |
Schiavi & Co LLC | 7 | 7 | 0.30% | 2.51% | 3.39% | Q1 2022 | Q3 2023 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Full Sail Capital, LLC | 7 | 7 | 0.75% | 2.01% | 3.08% | Q1 2022 | Q3 2023 | 7 |
TEXAS CAPITAL BANCSHARES INC/TX | 7 | 7 | 1.22% | 3.72% | 7.39% | Q1 2022 | Q3 2023 | 7 |
ERTS Wealth Advisors, LLC | 7 | 7 | 0.09% | 0.22% | 0.47% | Q1 2022 | Q3 2023 | 7 |
Summit Financial, LLC | 7 | 7 | 0.03% | 0.13% | 0.36% | Q1 2022 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.02% | 0.05% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Verdence Capital Advisors LLC | 7 | 7 | 0.04% | 0.15% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Horizon Investments, LLC | 7 | 7 | 0.02% | 0.17% | 0.28% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.18% | 0.24% | 0.31% | Q1 2022 | Q3 2023 | 7 |
SMITH, MOORE & CO. | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Walker Asset Management, LLC | 3 | 1 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q4 2023 | 6 |
Brightworth | 6 | 6 | 0.20% | 2.13% | 7.03% | Q2 2021 | Q3 2022 | 6 |
O'ROURKE & COMPANY, Inc | 6 | 6 | 0.36% | 1.48% | 1.88% | Q2 2022 | Q3 2023 | 6 |
Colony Family Offices, LLC | 6 | 6 | 2.35% | 2.81% | 2.95% | Q2 2022 | Q3 2023 | 6 |
Rede Wealth, LLC | 6 | 6 | 1.91% | 2.46% | 2.80% | Q2 2022 | Q3 2023 | 6 |
NWAM LLC | 6 | 6 | 0.08% | 0.20% | 0.37% | Q2 2022 | Q3 2023 | 6 |
ZEKE CAPITAL ADVISORS, LLC | 5 | 1 | 0.17% | 0.45% | 0.68% | Q4 2016 | Q4 2022 | 6 |
Platte River Wealth Advisors, LLC | 6 | 6 | 0.94% | 1.31% | 1.80% | Q2 2022 | Q3 2023 | 6 |
LifePlan Financial Group, Inc | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2020 | 6 |
Sargent Investment Group, LLC | 6 | 6 | 0.09% | 0.20% | 0.46% | Q2 2022 | Q3 2023 | 6 |
BADGLEY PHELPS & BELL INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2021 | 6 |
ENCOMPASS WEALTH ADVISORS, LLC | 6 | 6 | 0.14% | 0.24% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Fiera Capital Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WADE G W & INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Archer Investment Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BANK OF HAWAII | 5 | 1 | 1.01% | 1.10% | 1.27% | Q1 2022 | Q3 2023 | 6 |
Financial Engines Advisors L.L.C. | 6 | 6 | 0.09% | 0.11% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Wealth CMT | 6 | 6 | 0.17% | 2.21% | 5.34% | Q4 2021 | Q1 2023 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 0.05% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Centerpoint Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 6 | 6 | 2.31% | 3.70% | 6.92% | Q2 2022 | Q3 2023 | 6 |
Laidlaw Wealth Management LLC | 4 | 1 | 0.04% | 0.12% | 0.24% | Q4 2019 | Q3 2022 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Foster Group, Inc. | 6 | 6 | 0.38% | 1.62% | 7.57% | Q2 2022 | Q3 2023 | 6 |
Mosaic Advisors LLC | 6 | 6 | 17.27% | 25.59% | 38.65% | Q2 2022 | Q3 2023 | 6 |
Horiko Capital Management LLC | 6 | 6 | 1.60% | 1.87% | 2.21% | Q4 2018 | Q1 2020 | 6 |
WHITTIER TRUST CO | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Waldron Private Wealth LLC | 6 | 6 | 2.14% | 3.03% | 3.56% | Q2 2022 | Q3 2023 | 6 |
Doyle Wealth Management | 5 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2022 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.06% | 0.14% | Q2 2021 | Q4 2022 | 6 |
Rain Capital Management, LLC | 6 | 6 | 0.00% | 0.12% | 0.37% | Q2 2022 | Q3 2023 | 6 |
Highland Financial Advisors, LLC | 6 | 6 | 0.65% | 0.78% | 0.90% | Q2 2022 | Q3 2023 | 6 |
Heritage Investment Group, Inc. | 6 | 6 | 3.46% | 5.23% | 6.44% | Q2 2022 | Q3 2023 | 6 |
Goodman Advisory Group, LLC | 4 | 2 | 0.20% | 0.97% | 2.09% | Q4 2021 | Q3 2023 | 6 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.62% | 2.32% | 2.88% | Q2 2022 | Q3 2023 | 6 |
MISSION WEALTH MANAGEMENT, LP | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
ROCKY MOUNTAIN ADVISERS, LLC | 6 | 6 | 0.12% | 0.14% | 0.16% | Q2 2021 | Q3 2022 | 6 |
Lutz Financial Services LLC | 6 | 6 | 0.73% | 4.08% | 6.62% | Q2 2022 | Q3 2023 | 6 |
Greenspring Advisors, LLC | 6 | 6 | 0.07% | 0.30% | 0.44% | Q2 2022 | Q3 2023 | 6 |
TBH Global Asset Management, LLC | 5 | 1 | 0.11% | 0.19% | 0.33% | Q4 2019 | Q3 2023 | 6 |
AT Bancorp | 6 | 6 | 0.10% | 0.20% | 0.27% | Q4 2017 | Q1 2019 | 6 |
Bridgeworth, LLC | 5 | 1 | 0.02% | 0.72% | 1.41% | Q2 2018 | Q3 2023 | 6 |
LEO BROKERAGE, LLC | 3 | 1 | 0.13% | 0.22% | 0.42% | Q1 2021 | Q2 2023 | 6 |
Accel Wealth Management | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
CAPE COD FIVE CENTS SAVINGS BANK | 6 | 6 | 0.15% | 0.28% | 0.46% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.05% | 0.13% | Q2 2022 | Q3 2023 | 6 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 1 | 0.02% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 6 |
Maryland Capital Management | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Manning & Napier Group, LLC | 6 | 6 | 0.21% | 0.28% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Kelman-Lazarov, Inc. | 6 | 6 | 1.30% | 1.90% | 3.68% | Q2 2022 | Q3 2023 | 6 |
TIAA, FSB | 5 | 1 | 0.00% | 0.66% | 1.10% | Q1 2021 | Q2 2023 | 6 |
HT Partners LLC | 6 | 6 | 11.38% | 13.15% | 15.86% | Q2 2022 | Q3 2023 | 6 |
Westover Capital Advisors, LLC | 6 | 6 | 0.84% | 0.91% | 0.97% | Q2 2022 | Q3 2023 | 6 |
FIRST CITIZENS BANK & TRUST CO | 6 | 6 | 0.01% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Bond & Devick Financial Network, Inc. | 6 | 6 | 0.25% | 0.42% | 0.52% | Q2 2022 | Q3 2023 | 6 |
BSW Wealth Partners | 6 | 6 | 5.56% | 8.18% | 11.49% | Q2 2022 | Q3 2023 | 6 |
Prosperity Planning, Inc. | 6 | 6 | 0.44% | 0.54% | 0.65% | Q2 2022 | Q3 2023 | 6 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 6 | 6 | 1.34% | 1.61% | 1.84% | Q2 2022 | Q3 2023 | 6 |
Passive Capital Management, LLC. | 6 | 6 | 11.07% | 15.79% | 18.72% | Q4 2021 | Q1 2023 | 6 |
1607 Capital Partners, LLC | 2 | 1 | 0.05% | 0.19% | 0.24% | Q1 2020 | Q4 2022 | 6 |
LBMC INVESTMENT ADVISORS, LLC | 6 | 6 | 0.10% | 0.54% | 1.22% | Q3 2020 | Q4 2021 | 6 |
Orgel Wealth Management, LLC | 6 | 6 | 11.99% | 13.80% | 15.58% | Q2 2022 | Q3 2023 | 6 |
KilterHowling LLC | 3 | 3 | 0.32% | 2.78% | 12.08% | Q4 2021 | Q3 2023 | 6 |
CATALYST PRIVATE WEALTH, LLC | 5 | 1 | 0.02% | 0.84% | 3.56% | Q3 2020 | Q4 2023 | 6 |
Baker Avenue Asset Management, LP | 6 | 6 | 0.06% | 0.11% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Brio Consultants, LLC | 6 | 6 | 0.33% | 0.46% | 0.85% | Q2 2022 | Q3 2023 | 6 |
Horan Securities, Inc. | 6 | 6 | 0.14% | 0.40% | 0.90% | Q2 2022 | Q3 2023 | 6 |
NorthRock Partners, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q4 2020 | 6 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 6 |
Souders Financial Advisors | 6 | 6 | 0.14% | 0.18% | 0.21% | Q2 2022 | Q3 2023 | 6 |
COZAD ASSET MANAGEMENT INC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2021 | 6 |
Willis Johnson & Associates, Inc. | 6 | 6 | 0.07% | 0.13% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q1 2023 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Madison Wealth Partners, Inc | 6 | 6 | 0.16% | 0.31% | 0.41% | Q2 2022 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q2 2023 | 6 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.02% | 0.69% | 1.60% | Q2 2020 | Q2 2023 | 6 |
Source Financial Advisors LLC | 6 | 6 | 2.58% | 3.28% | 4.04% | Q2 2022 | Q3 2023 | 6 |
NorthCrest Asset Manangement, LLC | 3 | 1 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 6 |
NEIRG Wealth Management, LLC | 6 | 6 | 0.84% | 1.19% | 1.74% | Q1 2022 | Q2 2023 | 6 |
Verus Financial Partners, Inc. | 6 | 6 | 0.76% | 1.16% | 1.54% | Q2 2022 | Q3 2023 | 6 |
Laird Norton Wetherby Trust Company, LLC | 6 | 6 | 0.16% | 0.35% | 0.53% | Q2 2022 | Q3 2023 | 6 |
Insight Wealth Partners, LLC | 6 | 6 | 0.92% | 2.59% | 3.88% | Q3 2020 | Q4 2021 | 6 |
DRIVE WEALTH MANAGEMENT, LLC | 6 | 6 | 0.11% | 0.21% | 0.38% | Q2 2022 | Q3 2023 | 6 |
First Pacific Financial | 6 | 6 | 0.15% | 0.55% | 1.70% | Q2 2022 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 6 |
ROCKLAND TRUST CO | 6 | 6 | 0.17% | 0.22% | 0.26% | Q2 2022 | Q3 2023 | 6 |
DERBY & COMPANY, INC | 6 | 6 | 0.29% | 0.37% | 0.48% | Q2 2020 | Q3 2021 | 6 |
55I, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q1 2022 | 6 |
Key FInancial Inc | 6 | 6 | 0.09% | 0.12% | 0.16% | Q2 2022 | Q3 2023 | 6 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 6 | 0.03% | 0.11% | 0.20% | Q2 2021 | Q3 2022 | 6 |
Karpus Management, Inc. | 6 | 6 | 0.13% | 0.59% | 1.40% | Q2 2021 | Q3 2022 | 6 |
Physician Wealth Advisors, Inc. | 6 | 6 | 0.12% | 0.13% | 0.14% | Q2 2022 | Q3 2023 | 6 |
TAGStone Capital, Inc. | 6 | 6 | 1.10% | 2.80% | 3.48% | Q2 2022 | Q3 2023 | 6 |
CULBERTSON A N & CO INC | 3 | 3 | 0.06% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 6 |
Callan Capital, LLC | 6 | 6 | 0.06% | 2.47% | 3.99% | Q2 2022 | Q3 2023 | 6 |
Benchmark Wealth Management, LLC | 6 | 6 | 0.57% | 2.04% | 2.87% | Q2 2022 | Q3 2023 | 6 |
Ascent Wealth Partners, LLC | 6 | 6 | 0.05% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Cribstone Capital Management, LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q3 2019 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 5 |
Astoria Portfolio Advisors LLC. | 5 | 5 | 0.24% | 0.44% | 1.07% | Q3 2022 | Q3 2023 | 5 |
LANDAAS & CO /WI /ADV | 5 | 5 | 0.15% | 0.33% | 0.43% | Q3 2022 | Q3 2023 | 5 |
Lee Financial Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
GIRARD PARTNERS LTD. | 5 | 5 | 0.10% | 0.46% | 1.55% | Q3 2022 | Q3 2023 | 5 |
Landsberg, Bennett, & Dubbaneh LLC | 5 | 5 | 1.91% | 2.02% | 2.16% | Q3 2020 | Q3 2021 | 5 |
SWMG, LLC | 5 | 5 | 0.16% | 0.27% | 0.40% | Q4 2020 | Q4 2021 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q3 2023 | 5 |
Efficient Advisors, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q2 2019 | Q2 2020 | 5 |
Single Point Partners, LLC | 4 | 1 | 2.01% | 2.38% | 3.25% | Q2 2022 | Q3 2023 | 5 |
Allen Capital Group, LLC | 5 | 5 | 0.15% | 0.93% | 3.67% | Q3 2022 | Q3 2023 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.10% | 0.20% | Q4 2019 | Q4 2020 | 5 |
Perennial Advisors, LLC | 5 | 5 | 0.29% | 0.35% | 0.39% | Q3 2022 | Q3 2023 | 5 |
LOCKERMAN FINANCIAL GROUP, INC. | 5 | 5 | 1.66% | 1.83% | 2.22% | Q3 2022 | Q3 2023 | 5 |
Evolution Wealth Advisors, LLC | 5 | 5 | 0.42% | 0.46% | 0.51% | Q3 2022 | Q3 2023 | 5 |
MARINO, STRAM & ASSOCIATES LLC | 5 | 5 | 0.02% | 0.09% | 0.15% | Q1 2018 | Q1 2019 | 5 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 5 | 5 | 0.08% | 0.13% | 0.25% | Q2 2021 | Q2 2022 | 5 |
SAX WEALTH ADVISORS, LLC | 5 | 5 | 0.17% | 0.19% | 0.21% | Q3 2022 | Q3 2023 | 5 |
THOMPSON SIEGEL & WALMSLEY LLC | 5 | 5 | 0.35% | 0.45% | 0.61% | Q3 2022 | Q3 2023 | 5 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 5 |
Robertson Stephens Wealth Management, LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 5 |
Intersect Capital LLC | 5 | 5 | 0.06% | 0.10% | 0.15% | Q4 2019 | Q4 2020 | 5 |
Graves Light Lenhart Wealth, Inc. | 5 | 5 | 0.05% | 0.43% | 0.95% | Q2 2022 | Q2 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Blankinship & Foster, LLC | 5 | 5 | 0.36% | 0.73% | 1.63% | Q3 2022 | Q3 2023 | 5 |
Vickerman Investment Advisors, Inc. | 5 | 5 | 0.23% | 0.24% | 0.25% | Q3 2021 | Q3 2022 | 5 |
Windward Private Wealth Management Inc. | 5 | 5 | 0.87% | 1.20% | 1.51% | Q3 2022 | Q3 2023 | 5 |
Onyx Bridge Wealth Group LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q4 2022 | 5 |
Advisory Alpha, LLC | 5 | 5 | 0.04% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Sound Financial Strategies Group, LLC | 5 | 5 | 0.98% | 1.14% | 1.59% | Q4 2019 | Q4 2020 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.09% | 0.13% | 0.16% | Q4 2022 | Q4 2023 | 5 |
Cable Hill Partners, LLC | 5 | 5 | 0.00% | 0.03% | 0.04% | Q3 2017 | Q3 2018 | 5 |
Boyd Wealth Management, LLC | 4 | 1 | 0.74% | 1.10% | 1.49% | Q2 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.02% | 0.06% | 0.21% | Q3 2021 | Q3 2023 | 5 |
Glenview Trust Co | 4 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 5 |
ONE Advisory Partners, LLC | 5 | 5 | 0.18% | 0.39% | 0.90% | Q3 2022 | Q3 2023 | 5 |
Neumann Capital Management, LLC | 5 | 5 | 0.94% | 1.10% | 1.24% | Q3 2022 | Q3 2023 | 5 |
Capital Asset Advisory Services LLC | 4 | 1 | 0.00% | 0.21% | 0.30% | Q4 2020 | Q3 2023 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.20% | 0.23% | 0.26% | Q4 2022 | Q4 2023 | 5 |
Sage Mountain Advisors LLC | 5 | 5 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q4 2021 | 5 |
KRAFT ASSET MANAGEMENT, LLC | 5 | 5 | 0.71% | 0.74% | 0.77% | Q3 2022 | Q3 2023 | 5 |
VALLEY NATIONAL ADVISERS INC | 5 | 5 | 0.16% | 0.36% | 0.46% | Q3 2022 | Q3 2023 | 5 |
MACRO Consulting Group | 5 | 5 | 1.36% | 1.42% | 1.54% | Q2 2020 | Q2 2021 | 5 |
TriaGen Wealth Management LLC | 5 | 5 | 0.30% | 0.43% | 0.51% | Q3 2022 | Q3 2023 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2016 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.10% | 0.14% | 0.26% | Q4 2021 | Q4 2022 | 5 |
Americana Partners, LLC | 5 | 5 | 0.17% | 0.32% | 0.49% | Q3 2022 | Q3 2023 | 5 |
COMERICA SECURITIES,INC. | 5 | 5 | 0.02% | 0.04% | 0.12% | Q3 2022 | Q3 2023 | 5 |
COOPER/HAIMS ADVISORS, LLC | 5 | 5 | 0.18% | 1.17% | 2.83% | Q2 2022 | Q2 2023 | 5 |
Blue Chip Partners, LLC | 3 | 2 | 0.02% | 0.87% | 4.10% | Q1 2022 | Q3 2023 | 5 |
Strategic Blueprint, LLC | 4 | 1 | 0.01% | 0.16% | 0.34% | Q2 2021 | Q3 2023 | 5 |
Tower Research Capital LLC (TRC) | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Moors & Cabot, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Laurel Wealth Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SevenBridge Financial Group, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2021 | 5 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 5 |
NICOLET ADVISORY SERVICES, LLC | 4 | 1 | 0.03% | 1.91% | 2.61% | Q1 2022 | Q3 2023 | 5 |
QCI ASSET MANAGEMENT INC/NY | 5 | 5 | 0.36% | 0.69% | 0.84% | Q3 2020 | Q3 2021 | 5 |
GAMBLE JONES INVESTMENT COUNSEL | 5 | 5 | 0.05% | 0.06% | 0.08% | Q4 2015 | Q4 2016 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.12% | 0.16% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Integrated Advisors Network LLC | 4 | 1 | 0.10% | 0.41% | 1.32% | Q4 2019 | Q3 2023 | 5 |
Capital Directions Investment Advisors, LLC | 4 | 1 | 0.01% | 0.20% | 0.34% | Q3 2021 | Q4 2022 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.28% | 0.44% | 0.94% | Q3 2022 | Q3 2023 | 5 |
My Personal CFO, LLC | 4 | 1 | 0.34% | 1.03% | 2.34% | Q4 2021 | Q2 2023 | 5 |
WCG Wealth Advisors LLC | 3 | 2 | 0.02% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 5 |
WEALTHFRONT Corp | 5 | 5 | 0.93% | 3.66% | 5.64% | Q3 2017 | Q3 2018 | 5 |
Round Table Services, LLC | 5 | 5 | 0.07% | 0.10% | 0.16% | Q3 2021 | Q3 2022 | 5 |
Journey Advisory Group, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Beacon Wealthcare LLC | 5 | 5 | 1.17% | 1.62% | 2.45% | Q4 2022 | Q4 2023 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 5 |
Carroll Financial Associates, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
AllSquare Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Wiser Wealth Management, Inc | 3 | 2 | 0.08% | 0.19% | 0.48% | Q2 2022 | Q4 2023 | 5 |
RTD Financial Advisors, Inc. | 4 | 1 | 3.12% | 3.29% | 3.49% | Q2 2022 | Q3 2023 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
RITHOLTZ WEALTH MANAGEMENT | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
HERITAGE INVESTORS MANAGEMENT CORP | 5 | 5 | 0.02% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 5 |
MANCHESTER FINANCIAL INC | 5 | 5 | 1.97% | 2.12% | 2.30% | Q2 2021 | Q2 2022 | 5 |
ML & R WEALTH MANAGEMENT LLC | 5 | 5 | 0.08% | 0.17% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 | 1 | 0.16% | 0.22% | 0.25% | Q2 2018 | Q4 2019 | 5 |
Vigilant Capital Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 5 | 5 | 0.01% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.01% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Parkside Financial Bank & Trust | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
NATIXIS ADVISORS, L.P. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Berman Capital Advisors, LLC | 5 | 5 | 0.03% | 0.09% | 0.14% | Q3 2020 | Q3 2021 | 5 |
Truadvice, LLC | 5 | 5 | 0.07% | 0.12% | 0.27% | Q3 2020 | Q3 2021 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.06% | 0.13% | Q1 2017 | Q3 2018 | 5 |
AFS Financial Group, LLC | 4 | 4 | 1.20% | 1.24% | 1.29% | Q4 2022 | Q3 2023 | 4 |
DAVIDSON INVESTMENT ADVISORS | 3 | 1 | 0.08% | 0.34% | 0.49% | Q4 2021 | Q3 2023 | 4 |
SAGE RHINO CAPITAL LLC | 4 | 4 | 0.33% | 0.36% | 0.38% | Q4 2022 | Q3 2023 | 4 |
M Holdings Securities, Inc. | 2 | 1 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q1 2023 | 4 |
FSM Wealth Advisors, LLC | 4 | 4 | 0.14% | 0.26% | 0.34% | Q4 2022 | Q3 2023 | 4 |
WealthPLAN Partners, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.33% | 0.35% | 0.37% | Q3 2020 | Q2 2021 | 4 |
Covestor Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Roof Eidam Maycock Peralta, LLC | 4 | 4 | 0.30% | 0.35% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Econ Financial Services Corp | 4 | 4 | 0.90% | 1.38% | 1.64% | Q4 2021 | Q3 2022 | 4 |
HHM Wealth Advisors, LLC | 4 | 4 | 0.13% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Sigma Investment Management Co | 4 | 4 | 0.26% | 0.27% | 0.28% | Q1 2018 | Q4 2018 | 4 |
Virtu KCG Holdings LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2016 | 4 |
Flower City Capital | 4 | 4 | 5.57% | 7.24% | 8.80% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.12% | 0.18% | 0.26% | Q4 2022 | Q3 2023 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.54% | 0.59% | 0.63% | Q4 2022 | Q3 2023 | 4 |
WNY Asset Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
BOSTON FAMILY OFFICE LLC | 4 | 4 | 0.08% | 0.12% | 0.21% | Q4 2021 | Q3 2022 | 4 |
Prairiewood Capital, LLC | 4 | 4 | 0.33% | 0.38% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Arden Trust Co | 4 | 4 | 0.22% | 0.75% | 1.05% | Q1 2023 | Q4 2023 | 4 |
Certified Advisory Corp | 4 | 4 | 0.12% | 0.13% | 0.15% | Q2 2019 | Q1 2020 | 4 |
BALDWIN BROTHERS LLC/MA | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q4 2023 | 4 |
Forum Private Client Group LLC | 4 | 4 | 0.18% | 0.20% | 0.21% | Q3 2022 | Q2 2023 | 4 |
PHILADELPHIA TRUST CO | 4 | 4 | 0.08% | 0.18% | 0.28% | Q3 2021 | Q2 2022 | 4 |
Kathmere Capital Management, LLC | 2 | 2 | 0.04% | 0.86% | 2.07% | Q4 2019 | Q4 2020 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.46% | 2.36% | 3.14% | Q4 2022 | Q3 2023 | 4 |
Towerpoint Wealth, LLC | 4 | 4 | 0.45% | 0.45% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Asset Dedication, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
NISA INVESTMENT ADVISORS, LLC | 4 | 4 | 0.17% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
WINTRUST INVESTMENTS LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2023 | 4 |
HBC Financial Services, PLLC | 2 | 2 | 0.00% | 0.38% | 1.50% | Q2 2022 | Q3 2023 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 4 |
SAWGRASS ASSET MANAGEMENT LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.07% | 0.45% | 0.72% | Q4 2022 | Q3 2023 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.06% | 0.08% | 0.08% | Q3 2021 | Q2 2022 | 4 |
RGT Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.26% | 0.39% | Q4 2021 | Q3 2022 | 4 |
SlateStone Wealth, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 4 | 4 | 0.19% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Retirement Investment Advisors, Inc. | 4 | 4 | 0.07% | 0.14% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.57% | 0.91% | 1.12% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.07% | 0.37% | 0.86% | Q4 2022 | Q3 2023 | 4 |
C-J Advisory, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Breakwater Capital Group | 4 | 4 | 0.72% | 0.89% | 0.95% | Q4 2022 | Q3 2023 | 4 |
Alpha Financial Partners, LLC | 4 | 4 | 3.16% | 3.49% | 3.91% | Q4 2022 | Q3 2023 | 4 |
TCG Advisory Services, LLC | 3 | 1 | 0.29% | 0.42% | 0.56% | Q3 2022 | Q3 2023 | 4 |
Mason & Associates Inc | 4 | 4 | 0.49% | 0.53% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Wealth Alliance Advisory Group, LLC | 4 | 4 | 0.12% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 0.21% | 0.42% | 1.01% | Q4 2022 | Q3 2023 | 4 |
BBR PARTNERS, LLC | 3 | 1 | 0.03% | 0.11% | 0.23% | Q1 2020 | Q1 2022 | 4 |
FINANCIAL LIFE ADVISORS | 4 | 4 | 0.92% | 1.50% | 2.07% | Q4 2022 | Q3 2023 | 4 |
TOTAL INVESTMENT MANAGEMENT INC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Stearns Financial Services Group | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q3 2020 | 4 |
Squar Milner Financial Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
MTM Investment Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.44% | 0.50% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Archford Capital Strategies, LLC | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
FIRST NATIONAL CORP /MA/ /ADV | 4 | 4 | 0.37% | 0.38% | 0.41% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.79% | 0.97% | 1.12% | Q4 2022 | Q3 2023 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.27% | 0.28% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Newman Dignan & Sheerar, Inc. | 4 | 4 | 0.36% | 0.78% | 1.21% | Q4 2022 | Q3 2023 | 4 |
Vishria Bird Financial Group, LLC | 4 | 4 | 3.68% | 4.27% | 4.84% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.52% | 1.01% | 1.37% | Q4 2022 | Q3 2023 | 4 |
Great Waters Wealth Management | 4 | 4 | 0.90% | 1.00% | 1.09% | Q4 2022 | Q3 2023 | 4 |
First Command Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.07% | 0.23% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Roble, Belko & Company, Inc | 4 | 4 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q1 2022 | 4 |
EXENCIAL WEALTH ADVISORS, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Aspire Wealth Management Corp | 4 | 4 | 0.31% | 0.37% | 0.49% | Q4 2022 | Q3 2023 | 4 |
HBW ADVISORY SERVICES LLC | 3 | 1 | 0.05% | 0.32% | 0.44% | Q2 2022 | Q2 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 5.74% | 5.87% | 5.98% | Q4 2022 | Q3 2023 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.56% | 0.63% | 0.73% | Q4 2020 | Q3 2021 | 4 |
Cadence Bank | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Waverly Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Columbia Trust Co 01012016 | 4 | 4 | 0.56% | 0.64% | 0.71% | Q4 2022 | Q3 2023 | 4 |
OXFORD FINANCIAL GROUP, LTD. LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Mayfair Advisory Group, LLC | 3 | 1 | 0.29% | 0.38% | 0.46% | Q3 2021 | Q3 2023 | 4 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 4 | 4 | 0.23% | 0.26% | 0.27% | Q1 2022 | Q4 2022 | 4 |
Zions Bancorporation, N.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Front Row Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Aspen Wealth Strategies, LLC | 4 | 4 | 0.42% | 0.45% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Round Rock Advisors, LLC | 3 | 1 | 0.10% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
JOURNEY STRATEGIC WEALTH LLC | 4 | 4 | 0.01% | 0.12% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Stairway Partners, LLC | 4 | 4 | 1.54% | 1.68% | 1.86% | Q1 2023 | Q4 2023 | 4 |
SP Asset Management LLC | 4 | 4 | 0.63% | 0.70% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Armbruster Capital Management, Inc. | 4 | 4 | 0.24% | 0.66% | 1.33% | Q4 2021 | Q3 2022 | 4 |
GREENUP STREET WEALTH MANAGEMENT LLC | 3 | 1 | 0.10% | 0.35% | 0.84% | Q4 2021 | Q3 2023 | 4 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q2 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.18% | 0.23% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.13% | 0.85% | 1.14% | Q4 2022 | Q3 2023 | 4 |
Alliance Wealth Advisors, LLC | 4 | 4 | 0.64% | 0.69% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.20% | 0.57% | 0.75% | Q4 2022 | Q3 2023 | 4 |
Treynor Bancshares, Inc. | 4 | 4 | 0.14% | 0.15% | 0.15% | Q4 2021 | Q3 2022 | 4 |
UNIQUE WEALTH, LLC | 4 | 4 | 0.45% | 0.75% | 0.99% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 2.30% | 2.50% | 2.61% | Q4 2022 | Q3 2023 | 4 |
Frisch Financial Group, Inc. | 4 | 4 | 0.12% | 0.90% | 3.22% | Q4 2022 | Q3 2023 | 4 |
Sowell Financial Services LLC | 2 | 1 | 0.00% | 0.08% | 0.15% | Q4 2019 | Q3 2023 | 4 |
CYPRESS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.07% | 0.19% | 0.49% | Q4 2021 | Q3 2022 | 4 |
REGATTA CAPITAL GROUP, LLC | 3 | 1 | 0.07% | 0.10% | 0.16% | Q4 2021 | Q1 2023 | 4 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 4 | 4 | 0.15% | 0.17% | 0.21% | Q3 2020 | Q2 2021 | 4 |
Klingman & Associates, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q4 2019 | 4 |
JUNCTURE WEALTH STRATEGIES, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2017 | Q3 2018 | 4 |
Evolution Advisers, Inc. | 4 | 4 | 0.14% | 0.35% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Northland Capital Management LLC | 4 | 4 | 0.16% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
WESTWOOD HOLDINGS GROUP INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
West Financial Advisors, LLC | 4 | 4 | 9.64% | 9.94% | 10.50% | Q4 2022 | Q3 2023 | 4 |
Chesley Taft & Associates LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
20/20 Capital Management, Inc. | 4 | 4 | 0.08% | 0.12% | 0.14% | Q1 2020 | Q4 2020 | 4 |
ADE, LLC | 4 | 4 | 1.68% | 1.74% | 1.81% | Q4 2022 | Q3 2023 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 0.27% | 0.36% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2019 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.12% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.42% | 0.52% | 0.68% | Q4 2022 | Q3 2023 | 4 |
MBL Wealth, LLC | 2 | 2 | 0.05% | 0.13% | 0.23% | Q4 2020 | Q2 2022 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.10% | 0.15% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.16% | 0.28% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.21% | 0.86% | 1.21% | Q4 2022 | Q3 2023 | 4 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
BINGHAM OSBORN & SCARBOROUGH LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Meredith Wealth Planning | 4 | 4 | 0.27% | 0.47% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.18% | 0.21% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2021 | 4 |
Life Planning Partners, Inc | 4 | 4 | 5.10% | 5.15% | 5.19% | Q4 2021 | Q3 2022 | 4 |
FIDUCIENT ADVISORS LLC | 4 | 4 | 0.06% | 0.26% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.38% | 0.49% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Verum Partners LLC | 4 | 4 | 0.13% | 0.27% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.05% | 0.11% | Q2 2021 | Q3 2023 | 4 |
Apexium Financial, LP | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Westside Investment Management, Inc. | 4 | 4 | 0.00% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.50% | 0.63% | 0.86% | Q4 2022 | Q3 2023 | 4 |
Truepoint, Inc. | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
FREEDOM WEALTH ALLIANCE, LLC | 4 | 4 | 0.49% | 0.82% | 1.02% | Q4 2022 | Q3 2023 | 4 |
Grove Bank & Trust | 4 | 4 | 1.75% | 1.85% | 1.96% | Q4 2022 | Q3 2023 | 4 |
Private Portfolio Partners LLC | 4 | 4 | 2.84% | 3.02% | 3.22% | Q4 2022 | Q3 2023 | 4 |
WEBSTER BANK, N. A. | 4 | 4 | 0.02% | 0.08% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Baystate Wealth Management LLC | 2 | 1 | 0.00% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 4 |
FRONTIER INVESTMENT MGMT CO | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q2 2020 | 4 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 4 |
COOPERMAN LEON G | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 0.30% | 0.32% | 0.33% | Q4 2022 | Q3 2023 | 4 |
HANCOCK WHITNEY CORP | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Boxwood Ventures, Inc. | 4 | 4 | 1.81% | 1.97% | 2.13% | Q4 2022 | Q3 2023 | 4 |
Bridgewealth Advisory Group, LLC | 4 | 4 | 0.31% | 0.44% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Northwest Capital Management Inc | 4 | 4 | 0.33% | 0.41% | 0.47% | Q4 2022 | Q3 2023 | 4 |
ShoreHaven Wealth Partners, LLC | 4 | 4 | 0.77% | 1.32% | 1.77% | Q4 2022 | Q3 2023 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HOLDERNESS INVESTMENTS CO | 4 | 4 | 0.35% | 0.39% | 0.44% | Q1 2021 | Q4 2021 | 4 |
PITTENGER & ANDERSON INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.23% | 0.58% | 1.17% | Q4 2022 | Q3 2023 | 4 |
ECLECTIC ASSOCIATES INC /ADV | 4 | 4 | 0.61% | 0.92% | 1.74% | Q4 2022 | Q3 2023 | 4 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 1 | 0.06% | 0.16% | 0.36% | Q3 2021 | Q4 2023 | 4 |
Schneider Downs Wealth Management Advisors, LP | 4 | 4 | 0.22% | 0.46% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Valtinson Bruner Financial Planning LLC | 4 | 4 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
PETRA FINANCIAL ADVISORS INC | 4 | 4 | 0.91% | 1.27% | 1.59% | Q4 2022 | Q3 2023 | 4 |
BCS Wealth Management | 2 | 1 | 0.12% | 0.24% | 0.45% | Q4 2021 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.80% | 0.98% | 1.11% | Q4 2022 | Q3 2023 | 4 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 4 |
Haverford Trust Co | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Corrigan Financial, Inc. | 4 | 4 | 2.10% | 2.58% | 2.84% | Q4 2022 | Q3 2023 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 0.74% | 2.12% | 6.13% | Q4 2022 | Q3 2023 | 4 |
Claro Advisors LLC | 4 | 4 | 0.43% | 0.50% | 0.58% | Q2 2020 | Q1 2021 | 4 |
Progressive Investment Management Corp | 3 | 1 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q1 2023 | 4 |
Northeast Financial Group, Inc. | 4 | 4 | 0.15% | 0.63% | 0.98% | Q4 2022 | Q3 2023 | 4 |
AMERICAN CENTURY COMPANIES INC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 4 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.14% | 0.17% | 0.20% | Q3 2020 | Q2 2021 | 4 |
Allegiance Financial Group Advisory Services LLC | 4 | 4 | 0.42% | 0.53% | 0.69% | Q4 2022 | Q3 2023 | 4 |
COMMERCE BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 2.52% | 3.16% | 3.86% | Q1 2023 | Q3 2023 | 3 |
Windham Capital Management, LLC | 3 | 3 | 0.78% | 0.79% | 0.81% | Q1 2023 | Q3 2023 | 3 |
Lloyd Park, LLC | 2 | 1 | 0.88% | 1.37% | 1.73% | Q4 2021 | Q3 2022 | 3 |
Portfolio Solutions, LLC | 3 | 3 | 1.36% | 8.47% | 13.44% | Q1 2022 | Q3 2022 | 3 |
Counterpoint Mutual Funds LLC | 3 | 3 | 0.04% | 0.07% | 0.13% | Q1 2022 | Q3 2022 | 3 |
BALASA DINVERNO & FOLTZ LLC | 3 | 3 | 0.55% | 1.05% | 1.56% | Q3 2020 | Q1 2021 | 3 |
PFG Investments, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
EWA, LLC | 3 | 3 | 0.85% | 1.11% | 1.30% | Q1 2023 | Q3 2023 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.87% | 1.26% | 1.67% | Q4 2020 | Q2 2021 | 3 |
Syntegra Private Wealth Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
CX Institutional | 3 | 3 | 0.03% | 0.45% | 1.27% | Q2 2022 | Q4 2022 | 3 |
Lucia Wealth Services, LLC | 3 | 3 | 0.58% | 0.63% | 0.70% | Q3 2018 | Q1 2019 | 3 |
Fusion Family Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Topel & Distasi Wealth Management, LLC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q2 2022 | 3 |
Laurel Wealth Planning LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 3 |
Maltin Wealth Management, Inc. | 3 | 3 | 0.30% | 0.30% | 0.31% | Q2 2022 | Q4 2022 | 3 |
Virtu Financial LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
CHOREO, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.04% | 0.12% | 0.16% | Q2 2021 | Q2 2022 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Badgley Phelps Wealth Managers, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q3 2019 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q2 2023 | 3 |
Independence Bank of Kentucky | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
RFG HOLDINGS, INC. | 3 | 3 | 2.84% | 4.89% | 8.90% | Q4 2020 | Q2 2021 | 3 |
First Western Trust Bank | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Checchi Capital Advisers, LLC | 3 | 3 | 0.11% | 0.14% | 0.15% | Q4 2022 | Q2 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CHANNEL WEALTH LLC | 3 | 3 | 0.14% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Congress Wealth Management LLC / DE / | 2 | 1 | 0.01% | 0.04% | 0.10% | Q2 2022 | Q3 2023 | 3 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
DOWLING & YAHNKE LLC | 3 | 3 | 3.86% | 5.10% | 6.60% | Q1 2022 | Q3 2022 | 3 |
25 LLC | 3 | 3 | 3.47% | 3.71% | 3.98% | Q1 2023 | Q3 2023 | 3 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2022 | 3 |
Hexagon Capital Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Fortis Capital Management LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
PROVENCE WEALTH MANAGEMENT GROUP | 3 | 3 | 0.24% | 0.28% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Aevitas Wealth Management, Inc. | 3 | 3 | 0.77% | 1.43% | 2.62% | Q2 2022 | Q4 2022 | 3 |
WFA of San Diego, LLC | 2 | 1 | 0.01% | 0.17% | 0.42% | Q4 2022 | Q3 2023 | 3 |
MRA Advisory Group | 3 | 3 | 0.21% | 0.37% | 0.52% | Q1 2023 | Q3 2023 | 3 |
BTC Capital Management, Inc. | 1 | 1 | 0.03% | 0.23% | 0.50% | Q4 2021 | Q4 2022 | 3 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.09% | 0.63% | 0.95% | Q4 2021 | Q1 2023 | 3 |
Scott Capital Advisors, LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
TPG Financial Advisors, LLC | 2 | 1 | 0.14% | 0.27% | 0.50% | Q2 2022 | Q3 2023 | 3 |
Hilltop Partners LLC | 3 | 3 | 0.32% | 0.40% | 0.51% | Q1 2023 | Q3 2023 | 3 |
VISTA INVESTMENT MANAGEMENT | 3 | 3 | 0.15% | 0.17% | 0.22% | Q2 2021 | Q4 2021 | 3 |
VISTA CAPITAL PARTNERS, INC. | 3 | 3 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q2 2023 | 3 |
Compton Wealth Advisory Group, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Advisory, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q1 2020 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 3 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q3 2022 | 3 |
Tilson Financial Group, Inc. | 2 | 1 | 2.26% | 2.61% | 2.80% | Q4 2022 | Q3 2023 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Financial Management Professionals, Inc. | 2 | 1 | 0.00% | 0.07% | 0.14% | Q4 2019 | Q1 2023 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2021 | 3 |
SC&H Financial Advisors, Inc. | 3 | 3 | 0.29% | 0.31% | 0.33% | Q4 2021 | Q2 2022 | 3 |
Sound Income Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 3 |
Crestone Asset Management LLC | 3 | 3 | 0.07% | 0.10% | 0.14% | Q2 2021 | Q4 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.55% | 0.58% | 0.62% | Q4 2022 | Q3 2023 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Kerntke Otto McGlone Wealth Management Group | 3 | 3 | 0.19% | 0.23% | 0.26% | Q4 2020 | Q2 2021 | 3 |
Kovitz Investment Group Partners, LLC | 3 | 3 | 0.10% | 0.14% | 0.18% | Q1 2023 | Q3 2023 | 3 |
FLC Capital Advisors | 3 | 3 | 0.51% | 0.54% | 0.57% | Q4 2022 | Q2 2023 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Regis Acquisition Inc. | 3 | 3 | 0.17% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Thrive Wealth Management, LLC | 2 | 1 | 0.09% | 0.22% | 0.48% | Q4 2021 | Q1 2023 | 3 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Destiny Capital Corp/CO | 3 | 3 | 0.25% | 0.26% | 0.26% | Q4 2022 | Q2 2023 | 3 |
RESOLUTE FINANCIAL, LLC | 3 | 3 | 0.83% | 0.95% | 1.12% | Q2 2022 | Q4 2022 | 3 |
Point View Wealth Management, Inc. | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q3 2019 | 3 |
SouthState Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Planning Center, Inc. | 2 | 1 | 0.07% | 0.40% | 0.74% | Q2 2022 | Q3 2023 | 3 |
LINCOLN CAPITAL CORP | 3 | 3 | 0.45% | 0.49% | 0.56% | Q1 2023 | Q3 2023 | 3 |
American Financial Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 3 | 3 | 0.20% | 0.28% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 2.09% | 2.38% | 2.84% | Q4 2022 | Q2 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Salomon & Ludwin, LLC | 3 | 3 | 0.02% | 0.99% | 1.79% | Q1 2023 | Q3 2023 | 3 |
Beaumont Financial Partners, LLC | 3 | 3 | 0.02% | 0.72% | 1.12% | Q1 2022 | Q3 2022 | 3 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 3 |
All Season Financial Advisors, Inc. | 2 | 1 | 0.14% | 0.19% | 0.24% | Q4 2021 | Q1 2023 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 3 | 0.23% | 0.24% | 0.25% | Q4 2022 | Q2 2023 | 3 |
TOWNSQUARE CAPITAL LLC | 2 | 1 | 0.01% | 0.08% | 0.15% | Q4 2022 | Q3 2023 | 3 |
Forum Financial Management, LP | 2 | 1 | 0.01% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 3 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 3 | 3 | 0.19% | 0.28% | 0.33% | Q2 2021 | Q4 2021 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.04% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 3 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 3 |
Harvest Investment Services, LLC | 3 | 3 | 0.10% | 0.18% | 0.23% | Q2 2021 | Q4 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Bison Wealth, LLC | 3 | 3 | 0.10% | 0.19% | 0.27% | Q4 2020 | Q2 2021 | 3 |
Navalign, LLC | 3 | 3 | 0.28% | 0.29% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Strata Wealth Advisors, LLC | 2 | 1 | 14.52% | 15.28% | 16.24% | Q4 2022 | Q3 2023 | 3 |
Sandy Cove Advisors, LLC | 2 | 1 | 0.07% | 0.23% | 0.54% | Q4 2021 | Q1 2023 | 3 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 3 | 3 | 0.05% | 0.08% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Kooman & Associates | 3 | 3 | 0.14% | 0.19% | 0.28% | Q4 2022 | Q2 2023 | 3 |
BerganKDV Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 3 |
DBK Financial Counsel, LLC | 2 | 2 | 0.46% | 0.53% | 0.59% | Q4 2021 | Q1 2022 | 2 |
Signature Financial Management, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q4 2018 | 2 |
Gerber Kawasaki Wealth & Investment Management | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
R. W. Roge & Company, Inc. | 2 | 2 | 0.22% | 0.41% | 0.60% | Q4 2019 | Q1 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Narus Financial Partners, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Benedetti & Gucer, Inc. | 2 | 2 | 0.17% | 0.46% | 0.75% | Q2 2022 | Q3 2022 | 2 |
Aries Wealth Management | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q1 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.48% | 0.58% | 0.67% | Q2 2023 | Q3 2023 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 2 |
PFW Advisors LLC | 2 | 2 | 0.35% | 0.35% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Cypress Point Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Standard Family Office LLC | 1 | 1 | 0.28% | 0.57% | 0.86% | Q1 2022 | Q3 2022 | 2 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2022 | 2 |
Abbrea Capital, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Fluent Financial, LLC | 2 | 2 | 0.48% | 0.48% | 0.50% | Q2 2018 | Q3 2018 | 2 |
LeJeune Puetz Investment Counsel LLC | 2 | 2 | 0.05% | 0.07% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.20% | 0.23% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.42% | 0.47% | 0.52% | Q1 2023 | Q3 2023 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.08% | 0.13% | 0.18% | Q4 2018 | Q4 2019 | 2 |
American Family Insurance Mutual Holding Co | 2 | 2 | 0.38% | 0.58% | 0.78% | Q2 2021 | Q3 2021 | 2 |
Integrated Wealth Management | 2 | 2 | 0.26% | 0.29% | 0.31% | Q4 2016 | Q1 2017 | 2 |
Glassy Mountain Advisors, Inc. | 2 | 2 | 0.62% | 0.63% | 0.65% | Q2 2023 | Q3 2023 | 2 |
Accretive Wealth Partners, LLC | 2 | 2 | 0.15% | 0.20% | 0.25% | Q2 2021 | Q3 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2022 | Q3 2022 | 2 |
Detalus Advisors, LLC | 2 | 2 | 0.35% | 0.35% | 0.36% | Q2 2022 | Q3 2022 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.03% | 0.51% | 0.98% | Q4 2022 | Q1 2023 | 2 |
PENOBSCOT WEALTH MANAGEMENT | 2 | 2 | 0.22% | 0.23% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Concord Wealth Partners | 2 | 2 | 0.27% | 0.44% | 0.62% | Q4 2020 | Q1 2021 | 2 |
Watchman Group, Inc. | 2 | 2 | 2.09% | 2.30% | 2.51% | Q2 2023 | Q3 2023 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Leeward Financial Partners, LLC | 2 | 2 | 0.48% | 0.50% | 0.52% | Q2 2023 | Q3 2023 | 2 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
STEEL GROVE CAPITAL ADVISORS, LLC | 2 | 2 | 0.10% | 0.15% | 0.21% | Q1 2020 | Q2 2020 | 2 |
Keel Point, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
B&D White Capital Company, LLC | 2 | 2 | 1.73% | 1.80% | 1.88% | Q4 2020 | Q1 2021 | 2 |
LMCG INVESTMENTS, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q2 2022 | 2 |
Coombe, Bender & Co LLC | 2 | 2 | 0.24% | 0.28% | 0.32% | Q2 2022 | Q3 2022 | 2 |
Ignite Planners, LLC | 2 | 2 | 0.36% | 0.37% | 0.38% | Q4 2021 | Q1 2022 | 2 |
Wambolt & Associates, LLC | 1 | 1 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.30% | 0.30% | 0.31% | Q2 2021 | Q3 2021 | 2 |
JOHNSON INVESTMENT COUNSEL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Intergy Private Wealth, LLC | 1 | 1 | 0.19% | 0.51% | 0.83% | Q3 2022 | Q1 2023 | 2 |
Dragon Financial & Investment Group, LLC | 2 | 2 | 2.16% | 2.28% | 2.40% | Q4 2017 | Q1 2018 | 2 |
ARS Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.12% | 0.20% | Q1 2021 | Q2 2021 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Summit Place Financial Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q1 2023 | Q2 2023 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.22% | 0.35% | 0.47% | Q3 2021 | Q1 2022 | 2 |
Camelot Portfolios, LLC | 2 | 2 | 0.65% | 0.69% | 0.73% | Q1 2020 | Q2 2020 | 2 |
Strengthening Families & Communities, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
DT Investment Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
ROMANO BROTHERS AND COMPANY | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.33% | 0.33% | 0.33% | Q2 2019 | Q3 2019 | 2 |
SEGALL BRYANT & HAMILL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.16% | 0.18% | 0.21% | Q1 2020 | Q2 2020 | 2 |
Oxler Private Wealth LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Financial Futures Ltd Liability Co. | 2 | 2 | 0.22% | 0.27% | 0.32% | Q4 2021 | Q1 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.15% | 0.18% | 0.20% | Q4 2021 | Q1 2022 | 2 |
SELDON CAPITAL LP | 2 | 2 | 0.18% | 0.31% | 0.43% | Q4 2021 | Q1 2022 | 2 |
Koss-Olinger Consulting, LLC | 1 | 1 | 0.04% | 0.35% | 0.66% | Q2 2022 | Q4 2022 | 2 |
Sand Hill Global Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 2 |
StrategIQ Financial Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Wick Capital Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.48% | 0.48% | 0.49% | Q4 2020 | Q1 2021 | 2 |
Newport Capital Group, LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Stanley-Laman Group, Ltd. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
Opus Capital Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 2 |
WELCH & FORBES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q3 2020 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2023 | Q3 2023 | 2 |
BLUESTEIN R H & CO LLC | 2 | 2 | 0.26% | 0.26% | 0.27% | Q2 2022 | Q3 2022 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
CLEAR INVESTMENT RESEARCH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
FIDUCIARY COUNSELLING INC | 2 | 2 | 8.50% | 14.58% | 20.66% | Q3 2022 | Q4 2022 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
MBE Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.12% | Q1 2020 | Q3 2021 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 0.89% | 2.26% | 3.64% | Q4 2021 | Q1 2022 | 2 |
WATERSHED PRIVATE WEALTH LLC | 2 | 2 | 0.65% | 0.65% | 0.66% | Q2 2023 | Q3 2023 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q4 2021 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 1.45% | 1.55% | 1.64% | Q1 2022 | Q2 2022 | 2 |
Truvestments Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Falcon Wealth Planning | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 1.88% | 2.93% | 3.99% | Q2 2023 | Q3 2023 | 2 |
Melone Private Wealth, LLC | 2 | 2 | 0.61% | 0.65% | 0.69% | Q4 2021 | Q1 2022 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
IFS Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q1 2023 | 2 |
Towercrest Capital Management | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q3 2018 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
MONOGRAPH WEALTH ADVISORS, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q1 2022 | 2 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 2 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.50% | 3.09% | 3.68% | Q3 2022 | Q3 2023 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.63% | 0.77% | 0.92% | Q2 2023 | Q3 2023 | 2 |
Founders Capital Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 2 |
Kohmann Bosshard Financial Services, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
PRIVATE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.07% | 0.11% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Aprio Wealth Management, LLC | 2 | 2 | 2.95% | 3.47% | 3.99% | Q2 2020 | Q3 2020 | 2 |
Darwin Wealth Management, LLC | 1 | 1 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2021 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
APPLETON PARTNERS INC/MA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q1 2022 | 2 |
Financial Alternatives, Inc | 2 | 2 | 0.51% | 0.53% | 0.54% | Q4 2022 | Q1 2023 | 2 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
Sterling Financial Group, Inc. | 2 | 2 | 0.69% | 0.69% | 0.69% | Q4 2022 | Q1 2023 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Simmons Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 2 |
ACT WEALTH MANAGEMENT, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q2 2023 | 2 |
O'Dell Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Golden State Wealth Management, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q1 2019 | Q2 2019 | 2 |
Canal Capital Management, LLC | 2 | 2 | 0.14% | 0.21% | 0.27% | Q2 2022 | Q3 2022 | 2 |
Manhattan West Asset Management, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q3 2022 | 2 |
Values Added Financial LLC | 2 | 2 | 0.89% | 0.91% | 0.92% | Q2 2023 | Q3 2023 | 2 |
Beacon Financial Advisory LLC | 2 | 2 | 0.14% | 0.19% | 0.24% | Q1 2022 | Q2 2022 | 2 |
MONECO Advisors, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2022 | Q3 2022 | 2 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2021 | Q2 2022 | 2 |
All Terrain Financial Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q1 2020 | 2 |
MIDDLETON & CO INC/MA | 2 | 2 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q3 2023 | 2 |
GeoWealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 2 |
RIDGECREST WEALTH PARTNERS, LLC | 2 | 2 | 0.27% | 0.44% | 0.62% | Q3 2021 | Q4 2021 | 2 |
Reliant Wealth Planning | 2 | 2 | 0.76% | 0.84% | 0.93% | Q1 2020 | Q2 2020 | 2 |
Dunhill Financial, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Venture Visionary Partners LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
ORSER CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.56% | 0.56% | 0.56% | Q3 2021 | Q4 2021 | 2 |
Nova R Wealth, Inc. | 2 | 2 | 0.38% | 0.43% | 0.48% | Q4 2021 | Q1 2022 | 2 |
Synergy Financial Group, LTD | 2 | 2 | 0.49% | 0.60% | 0.70% | Q3 2022 | Q4 2022 | 2 |
Sentinus, LLC | 2 | 2 | 0.58% | 0.63% | 0.68% | Q3 2022 | Q4 2022 | 2 |
Axiom Investment Management LLC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q4 2022 | Q4 2022 | 1 |
Lokken Investment Group LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2022 | Q4 2022 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
GFS Private Wealth, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2017 | Q4 2017 | 1 |
Leicht Financial Planning & Wealth Management, Inc. | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2020 | Q1 2020 | 1 |
PITCAIRN CO | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
CABANA LLC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q2 2023 | Q2 2023 | 1 |
Sterling Investment Counsel, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
STATE OF WISCONSIN INVESTMENT BOARD | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Bensler, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
COWA, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
Park Place Capital Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Athanor Capital, LP | 1 | 1 | 2.42% | 2.42% | 2.42% | Q1 2020 | Q1 2020 | 1 |
Custos Family Office, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2021 | Q4 2021 | 1 |
Bridge Advisory, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Derbend Asset Management | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2022 | Q4 2022 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sabal Trust CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CHAI TRUST CO LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Axiom Advisory, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Vantage Financial Partners Ltd., Inc. | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2022 | Q4 2022 | 1 |
Q3 Asset Management | 1 | 1 | 1.46% | 1.46% | 1.46% | Q1 2023 | Q1 2023 | 1 |
Wealth Alliance | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2022 | Q1 2022 | 1 |
RHS Financial, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
CRA Financial Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
MRA Associates USA LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2019 | Q3 2019 | 1 |
Essex Savings Bank | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2019 | Q4 2019 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stone Asset Management Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2020 | Q2 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Members Trust Co | 1 | 1 | 2.71% | 2.71% | 2.71% | Q3 2023 | Q3 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PETERSON WEALTH MANAGEMENT | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Chico Wealth RIA | 1 | 1 | 4.38% | 4.38% | 4.38% | Q1 2022 | Q1 2022 | 1 |
FOREFRONT WEALTH MANAGEMENT INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2021 | Q2 2021 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GOULD ASSET MANAGEMENT LLC /CA/ | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2021 | Q1 2021 | 1 |
USAdvisors Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2019 | Q2 2019 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
IAM Advisory, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
First Citizens Financial Corp | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Lazard Freres Gestion S.A.S. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Strategies Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Bremer Bank National Association | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CONDOR CAPITAL MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
SFMG, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GSG Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Bell Investment Advisors, Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Lansing Street Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Apriem Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
High Falls Advisors, Inc | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
F3Logic, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Coulter & Justus Financial Services, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Family Management Corp | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Monterey Private Wealth, Inc. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2019 | Q4 2019 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
CONSILIO WEALTH ADVISORS, LLC | 1 | 1 | 1.85% | 1.85% | 1.85% | Q3 2022 | Q3 2022 | 1 |
Certus Wealth Management, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2018 | Q4 2018 | 1 |
ACG Wealth | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
FIRST NATIONAL BANK SIOUX FALLS | 1 | 1 | 10.02% | 10.02% | 10.02% | Q3 2022 | Q3 2022 | 1 |
Strategic Financial Planning, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Roth Financial Partners LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Foothills Asset Management, Ltd. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2020 | Q1 2020 | 1 |
Phoenix Wealth Advisors | 1 | 1 | 1.72% | 1.72% | 1.72% | Q3 2022 | Q3 2022 | 1 |
Westwind Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q3 2023 | Q3 2023 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2019 | Q1 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Kensington Investment Counsel, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Gibson Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
GERMAN AMERICAN BANCORP, INC. | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2022 | Q4 2022 | 1 |
GOFEN & GLOSSBERG LLC /IL/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Global Strategic Investment Solutions, LLC | 1 | 1 | 2.57% | 2.57% | 2.57% | Q3 2023 | Q3 2023 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Capital Square, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
PATTEN & PATTEN INC/TN | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HOWARD FINANCIAL SERVICES, LTD. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Palo Capital, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
Capital One Investing, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2019 | Q3 2019 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Family Asset Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
Wright Fund Management, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2023 | Q2 2023 | 1 |
Sanford Advisory Services, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2022 | Q4 2022 | 1 |
DOPKINS WEALTH MANAGEMENT, LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q4 2022 | Q4 2022 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Collaborative Wealth Managment Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Savior LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
G2 CAPITAL MANAGEMENT, LLC / OH | 1 | 1 | 4.04% | 4.04% | 4.04% | Q4 2021 | Q4 2021 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wealth Advisors of Iowa, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2022 | Q4 2022 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
Revisor Wealth Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2018 | Q3 2018 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 1.33% | 1.33% | 1.33% | Q3 2023 | Q3 2023 | 1 |
Meridian Financial Partners LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Ruggie Capital Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Pinnacle Wealth Management Group, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 5.79% | 5.79% | 5.79% | Q3 2023 | Q3 2023 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Colonial Trust Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
W ADVISORS, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2023 | Q3 2023 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Kathleen S. Wright Associates Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Caerus Investment Advisors, LLC | 1 | 1 | 3.56% | 3.56% | 3.56% | Q1 2023 | Q1 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
New Hampshire Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2023 | Q3 2023 | 1 |
Riverview Trust Co | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEATHERLY ASSET MANAGEMENT L. P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2018 | Q4 2018 | 1 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Rinkey Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
FIRETHORN WEALTH PARTNERS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Welch Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
THEORY FINANCIAL LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2023 | Q3 2023 | 1 |
Sterling Financial Planning, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Smith, Salley & Associates | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2021 | Q2 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2022 | Q4 2022 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
M. Kulyk & Associates, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Stonehearth Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
First National Bank of South Miami | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 2.46% | 2.46% | 2.46% | Q1 2022 | Q1 2022 | 1 |
Ledyard National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Nicholas Hoffman & Company, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Curran Financial Partners, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Waypoint Wealth Partners Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2022 | Q3 2022 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Long Run Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own VANGUARD MUN BD FDS or have owned VANGUARD MUN BD FDS in the past.