Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 102 |
HUNTINGTON NATIONAL BANK | 21 | 3 | 0.00% | 0.00% | 0.02% | Q1 2009 | Q3 2023 | 50 |
MCF Advisors LLC | 40 | 7 | 0.03% | 1.00% | 3.54% | Q4 2011 | Q3 2023 | 47 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 47 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 45 |
Cutler Group LLC / CA | 14 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 44 |
GOLDMAN SACHS GROUP INC | 38 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 43 |
Texas Yale Capital Corp. | 42 | 42 | 0.19% | 0.29% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Ifrah Financial Services, Inc. | 42 | 42 | 1.23% | 1.43% | 1.72% | Q2 2013 | Q3 2023 | 42 |
CONDOR CAPITAL MANAGEMENT | 42 | 42 | 0.38% | 1.96% | 2.42% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.53% | 0.66% | 0.90% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.02% | 0.08% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.10% | 0.21% | 0.35% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PITTENGER & ANDERSON INC | 42 | 42 | 0.20% | 0.27% | 0.34% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 0.02% | 0.10% | 1.14% | Q2 2013 | Q3 2023 | 42 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 42 | 42 | 0.04% | 0.90% | 2.95% | Q2 2013 | Q3 2023 | 42 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.32% | 0.55% | 0.77% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
LOWE BROCKENBROUGH & CO INC | 42 | 42 | 0.12% | 0.16% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.04% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.28% | 0.70% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.56% | 0.96% | 1.31% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.39% | 0.92% | Q2 2013 | Q3 2023 | 42 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 42 | 42 | 0.28% | 1.01% | 4.36% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.14% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Truepoint, Inc. | 42 | 42 | 0.00% | 10.39% | 13.13% | Q2 2013 | Q3 2023 | 42 |
Waverly Advisors, LLC | 42 | 42 | 2.84% | 10.36% | 21.02% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.03% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Busey Bank | 42 | 42 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 41 | 41 | 0.11% | 0.41% | 0.54% | Q3 2013 | Q3 2023 | 41 |
DUNCKER STREETT & CO INC | 25 | 16 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.09% | 0.16% | 0.31% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
BLAIR WILLIAM & CO/IL | 41 | 41 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.20% | 1.13% | Q4 2013 | Q3 2023 | 41 |
NORTHERN TRUST CORP | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.32% | 0.85% | 1.64% | Q3 2013 | Q3 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.06% | 0.25% | 0.40% | Q3 2013 | Q4 2023 | 41 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 41 |
REGIONS FINANCIAL CORP | 35 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
CAPTRUST FINANCIAL ADVISORS | 29 | 12 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 41 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.32% | 0.49% | 0.66% | Q4 2013 | Q3 2023 | 40 |
Veritable, L.P. | 40 | 40 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2023 | 40 |
NATIXIS ADVISORS, L.P. | 34 | 6 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 40 |
JMG Financial Group, Ltd. | 40 | 40 | 0.06% | 0.16% | 0.40% | Q4 2013 | Q3 2023 | 40 |
Avior Wealth Management, LLC | 40 | 40 | 1.70% | 2.99% | 4.64% | Q4 2013 | Q3 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 1.56% | 2.91% | 4.64% | Q4 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.06% | 0.19% | 0.53% | Q4 2013 | Q3 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 0.33% | 0.72% | 0.89% | Q4 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 37 | 3 | 0.01% | 0.05% | 0.11% | Q3 2013 | Q3 2023 | 40 |
L. Roy Papp & Associates, LLP | 24 | 1 | 0.07% | 0.21% | 0.28% | Q2 2013 | Q3 2023 | 40 |
Pure Financial Advisors, LLC | 22 | 18 | 0.03% | 0.50% | 1.62% | Q2 2013 | Q4 2023 | 40 |
COLONY GROUP LLC | 40 | 40 | 0.06% | 0.13% | 0.25% | Q4 2013 | Q3 2023 | 40 |
Mariner, LLC | 40 | 40 | 0.01% | 0.06% | 0.12% | Q4 2013 | Q3 2023 | 40 |
TRUIST FINANCIAL CORP | 40 | 40 | 0.01% | 0.04% | 0.14% | Q4 2013 | Q3 2023 | 40 |
NWAM LLC | 35 | 2 | 0.07% | 0.40% | 0.69% | Q3 2013 | Q3 2023 | 39 |
Mathes Company, Inc. | 37 | 2 | 0.37% | 0.52% | 0.67% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.11% | 0.16% | 0.23% | Q1 2014 | Q3 2023 | 39 |
COMERICA BANK | 38 | 1 | 0.01% | 0.04% | 0.08% | Q3 2013 | Q3 2023 | 39 |
BLB&B Advisors, LLC | 24 | 15 | 0.02% | 0.10% | 0.42% | Q2 2013 | Q3 2023 | 39 |
Hanson & Doremus Investment Management | 39 | 39 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2023 | 39 |
One Capital Management, LLC | 38 | 38 | 0.02% | 2.32% | 86.36% | Q2 2014 | Q3 2023 | 38 |
Regal Investment Advisors LLC | 37 | 1 | 0.01% | 0.64% | 3.16% | Q2 2013 | Q3 2023 | 38 |
ProVise Management Group, LLC | 38 | 38 | 0.17% | 0.44% | 0.62% | Q2 2014 | Q3 2023 | 38 |
MUFG Americas Holdings Corp | 38 | 38 | 0.00% | 0.09% | 0.24% | Q2 2013 | Q3 2022 | 38 |
Cetera Advisor Networks LLC | 21 | 1 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 38 |
ASSOCIATED BANC-CORP | 38 | 38 | 0.02% | 0.06% | 0.08% | Q2 2014 | Q3 2023 | 38 |
FMR LLC | 38 | 38 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
FDx Advisors, Inc. | 20 | 7 | 0.02% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 38 |
JUNCTURE WEALTH STRATEGIES, LLC | 37 | 37 | 0.41% | 1.70% | 3.70% | Q4 2014 | Q4 2023 | 37 |
J.P. Morgan Private Wealth Advisors LLC | 36 | 1 | 0.00% | 0.17% | 0.32% | Q1 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.07% | 0.09% | 0.12% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
Morningstar Investment Services LLC | 36 | 36 | 0.01% | 0.42% | 0.82% | Q2 2013 | Q1 2022 | 36 |
Argent Trust Co | 36 | 36 | 0.08% | 0.18% | 0.32% | Q4 2014 | Q3 2023 | 36 |
JPMORGAN CHASE & CO | 32 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 33 | 3 | 0.01% | 0.04% | 0.10% | Q3 2014 | Q3 2023 | 36 |
Community Financial Services Group, LLC | 35 | 1 | 0.40% | 3.16% | 5.27% | Q2 2013 | Q3 2023 | 36 |
Roof Eidam Maycock Peralta, LLC | 36 | 36 | 0.13% | 0.17% | 0.23% | Q4 2014 | Q3 2023 | 36 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 1 | 0.28% | 0.51% | 0.94% | Q3 2014 | Q4 2023 | 36 |
LS Investment Advisors, LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 36 |
Ledyard National Bank | 35 | 35 | 0.06% | 0.66% | 1.21% | Q1 2015 | Q3 2023 | 35 |
WHITTIER TRUST CO | 33 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
Cetera Advisors LLC | 23 | 12 | 0.02% | 0.07% | 0.22% | Q4 2014 | Q3 2023 | 35 |
Cordasco Financial Network | 34 | 34 | 0.04% | 0.47% | 2.76% | Q1 2014 | Q2 2022 | 34 |
OLD NATIONAL BANCORP /IN/ | 34 | 34 | 0.06% | 0.23% | 0.36% | Q2 2015 | Q3 2023 | 34 |
KEYBANK NATIONAL ASSOCIATION/OH | 29 | 5 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 34 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 34 | 34 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.78% | 1.50% | Q2 2015 | Q3 2023 | 34 |
KWMG, LLC | 34 | 34 | 0.32% | 2.44% | 3.35% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.02% | 0.22% | 0.48% | Q2 2015 | Q3 2023 | 34 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 4 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 34 |
Carroll Financial Associates, Inc. | 34 | 34 | 0.01% | 0.04% | 0.10% | Q3 2013 | Q4 2021 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.07% | 0.15% | Q2 2013 | Q2 2021 | 33 |
Sigma Planning Corp | 31 | 2 | 0.04% | 0.06% | 0.09% | Q1 2015 | Q3 2023 | 33 |
SYNOVUS FINANCIAL CORP | 33 | 33 | 0.01% | 0.07% | 0.13% | Q3 2015 | Q3 2023 | 33 |
JNBA Financial Advisors | 33 | 33 | 0.00% | 0.21% | 0.33% | Q3 2015 | Q3 2023 | 33 |
CENTRAL TRUST Co | 33 | 33 | 0.00% | 0.05% | 0.14% | Q3 2015 | Q3 2023 | 33 |
SAGE FINANCIAL GROUP INC | 32 | 1 | 0.12% | 0.77% | 1.18% | Q4 2013 | Q3 2023 | 33 |
WRAPMANAGER INC | 32 | 32 | 0.28% | 0.35% | 0.43% | Q4 2015 | Q3 2023 | 32 |
Paradigm Financial Advisors, LLC | 32 | 32 | 0.58% | 0.86% | 1.12% | Q1 2014 | Q4 2021 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.16% | 0.49% | 0.78% | Q4 2015 | Q3 2023 | 32 |
Oakworth Capital, Inc. | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.10% | 0.59% | Q1 2014 | Q3 2023 | 32 |
COMMERCE BANK | 32 | 32 | 0.00% | 0.04% | 0.08% | Q4 2015 | Q3 2023 | 32 |
Allworth Financial LP | 32 | 32 | 0.00% | 0.19% | 0.96% | Q4 2015 | Q3 2023 | 32 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 32 |
Northeast Financial Consultants Inc | 19 | 13 | 0.07% | 0.14% | 0.24% | Q3 2015 | Q3 2023 | 32 |
BOKF, NA | 22 | 1 | 0.01% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 32 |
Day & Ennis, LLC | 32 | 32 | 0.83% | 1.51% | 2.54% | Q4 2015 | Q3 2023 | 32 |
Manchester Capital Management LLC | 32 | 32 | 0.12% | 0.31% | 0.57% | Q4 2015 | Q3 2023 | 32 |
EATON VANCE MANAGEMENT | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2022 | 32 |
HighTower Advisors, LLC | 19 | 1 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 31 |
Integrated Investment Consultants, LLC | 23 | 8 | 0.32% | 0.78% | 1.59% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q3 2023 | 31 |
Winch Advisory Services, LLC | 28 | 1 | 0.01% | 0.69% | 3.26% | Q1 2014 | Q3 2023 | 31 |
SIGNATUREFD, LLC | 23 | 8 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 31 |
Jackson, Grant Investment Advisers, Inc. | 24 | 7 | 0.06% | 0.13% | 0.16% | Q4 2015 | Q3 2023 | 31 |
VANGUARD GROUP INC | 24 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 31 |
Cohen Klingenstein LLC | 31 | 31 | 0.10% | 0.15% | 0.20% | Q1 2016 | Q3 2023 | 31 |
McNamara Financial Services, Inc. | 31 | 31 | 0.17% | 0.33% | 0.51% | Q1 2016 | Q3 2023 | 31 |
Frontier Wealth Management LLC | 31 | 31 | 0.01% | 0.32% | 0.96% | Q4 2014 | Q2 2022 | 31 |
NorthRock Partners, LLC | 31 | 31 | 0.04% | 0.08% | 0.16% | Q1 2016 | Q3 2023 | 31 |
CWM, LLC | 23 | 8 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.17% | 0.23% | 0.34% | Q1 2016 | Q3 2023 | 31 |
Advisory Services Network, LLC | 27 | 4 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 31 |
M&T BANK CORP | 21 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 30 |
ARGI Investment Services, LLC | 12 | 2 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2022 | 30 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 29 | 1 | 0.01% | 0.15% | 0.36% | Q2 2010 | Q3 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q3 2020 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.04% | 0.11% | 0.34% | Q2 2013 | Q3 2020 | 30 |
Rehmann Capital Advisory Group | 22 | 1 | 0.02% | 0.34% | 0.97% | Q2 2013 | Q3 2023 | 30 |
Baystate Wealth Management LLC | 27 | 3 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 30 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.18% | 0.72% | 1.85% | Q2 2016 | Q3 2023 | 30 |
Cornerstone Wealth Management, LLC | 25 | 1 | 0.05% | 0.11% | 0.28% | Q1 2016 | Q3 2023 | 29 |
INSPIRION WEALTH ADVISORS, LLC | 27 | 2 | 0.11% | 0.27% | 0.43% | Q1 2015 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.02% | 0.05% | 0.17% | Q4 2013 | Q4 2020 | 29 |
FIRST MANHATTAN CO. LLC. | 27 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 29 |
WINTRUST INVESTMENTS LLC | 29 | 29 | 0.02% | 0.10% | 0.21% | Q2 2016 | Q2 2023 | 29 |
NEXT Financial Group, Inc | 16 | 13 | 0.00% | 0.11% | 0.46% | Q3 2014 | Q4 2021 | 29 |
SVA Wealth Management, LLC | 29 | 29 | 0.91% | 1.58% | 4.47% | Q4 2013 | Q4 2020 | 29 |
BRIGHTON JONES LLC | 26 | 3 | 0.06% | 0.10% | 0.14% | Q1 2016 | Q3 2023 | 29 |
Bryn Mawr Capital Management, LLC | 28 | 28 | 0.85% | 7.63% | 14.66% | Q4 2016 | Q3 2023 | 28 |
Glenview Trust Co | 28 | 28 | 0.04% | 0.16% | 0.72% | Q4 2016 | Q3 2023 | 28 |
Bridgeworth, LLC | 28 | 28 | 0.07% | 0.51% | 2.40% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.07% | 0.17% | 0.35% | Q4 2016 | Q3 2023 | 28 |
FIRST UNITED BANK & TRUST | 28 | 28 | 0.81% | 2.07% | 2.63% | Q4 2016 | Q3 2023 | 28 |
Plancorp, LLC | 28 | 28 | 0.02% | 0.07% | 0.12% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.02% | 0.17% | 0.37% | Q4 2016 | Q3 2023 | 28 |
WHITTIER TRUST CO OF NEVADA INC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
SIMON QUICK ADVISORS, LLC | 28 | 28 | 0.11% | 0.41% | 1.07% | Q4 2016 | Q3 2023 | 28 |
FARMERS & MERCHANTS INVESTMENTS INC | 28 | 28 | 0.02% | 0.04% | 0.14% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.00% | 0.07% | 0.68% | Q4 2016 | Q3 2023 | 28 |
SIGNET FINANCIAL MANAGEMENT, LLC | 18 | 9 | 0.08% | 0.59% | 0.78% | Q4 2016 | Q3 2023 | 27 |
Ironwood Financial, llc | 23 | 4 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2021 | 27 |
Caprock Group, LLC | 26 | 1 | 0.15% | 0.59% | 3.12% | Q4 2015 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 27 |
PINNACLE FINANCIAL PARTNERS INC | 26 | 1 | 0.02% | 0.06% | 0.16% | Q3 2016 | Q3 2023 | 27 |
FormulaFolio Investments, LLC | 27 | 27 | 0.06% | 0.23% | 0.87% | Q4 2014 | Q2 2021 | 27 |
FC Advisory LLC | 27 | 27 | 0.21% | 0.37% | 0.49% | Q2 2017 | Q4 2023 | 27 |
First Financial Bank - Trust Division | 27 | 27 | 0.06% | 0.07% | 0.09% | Q2 2017 | Q4 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.03% | 0.18% | 0.39% | Q2 2013 | Q4 2019 | 27 |
Jacobi Capital Management LLC | 19 | 2 | 0.00% | 0.50% | 13.07% | Q2 2016 | Q3 2023 | 27 |
RWA WEALTH PARTNERS, LLC | 27 | 27 | 0.08% | 0.90% | 1.82% | Q1 2017 | Q3 2023 | 27 |
DEARBORN PARTNERS LLC | 21 | 6 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2023 | 27 |
MYCIO WEALTH PARTNERS, LLC | 27 | 27 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2019 | 27 |
BESSEMER GROUP INC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2022 | 26 |
MONETA GROUP INVESTMENT ADVISORS LLC | 26 | 26 | 0.15% | 0.75% | 1.22% | Q2 2017 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.01% | 0.03% | 0.11% | Q4 2016 | Q3 2023 | 26 |
Stratos Wealth Partners, LTD. | 25 | 1 | 0.01% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 26 |
REILLY FINANCIAL ADVISORS, LLC | 19 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.15% | 0.29% | 0.54% | Q2 2017 | Q3 2023 | 26 |
Bogart Wealth, LLC | 25 | 1 | 0.00% | 0.07% | 1.47% | Q1 2017 | Q3 2023 | 26 |
Cerity Partners LLC | 25 | 1 | 0.00% | 0.10% | 0.19% | Q1 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.06% | 0.28% | Q2 2013 | Q3 2019 | 26 |
UMB Bank, n.a. | 26 | 26 | 0.02% | 0.09% | 0.18% | Q2 2017 | Q3 2023 | 26 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 25 |
Laird Norton Wetherby Wealth Management, LLC | 19 | 1 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 25 |
WESBANCO BANK INC | 14 | 11 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 25 |
Sandy Spring Bank | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.07% | 0.17% | 0.56% | Q4 2016 | Q4 2022 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 1.55% | 2.84% | 4.23% | Q4 2015 | Q4 2021 | 25 |
CIBC Private Wealth Group, LLC | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.02% | 0.12% | Q1 2014 | Q3 2023 | 25 |
STEPHENS INC /AR/ | 22 | 3 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.02% | 0.07% | 0.15% | Q1 2015 | Q1 2021 | 25 |
AE Wealth Management LLC | 25 | 25 | 0.02% | 0.14% | 0.56% | Q3 2017 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.28% | 0.61% | 0.90% | Q2 2017 | Q2 2023 | 25 |
Betterment LLC | 25 | 25 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
Perigon Wealth Management, LLC | 24 | 1 | 0.05% | 0.11% | 0.16% | Q3 2011 | Q3 2023 | 25 |
Corient Capital Partners, LLC | 24 | 24 | 0.08% | 0.28% | 0.58% | Q3 2016 | Q2 2022 | 24 |
NORTHWEST WEALTH MANAGEMENT, LLC | 24 | 24 | 0.16% | 0.69% | 1.64% | Q4 2016 | Q3 2022 | 24 |
Domani Wealth, LLC | 24 | 24 | 0.08% | 0.23% | 0.40% | Q2 2017 | Q1 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.16% | 0.19% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Wells Trecaso Financial Group, LLC | 24 | 24 | 0.58% | 0.79% | 0.92% | Q4 2017 | Q3 2023 | 24 |
Carmichael Hill & Associates, Inc. | 24 | 24 | 0.11% | 0.21% | 0.38% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.02% | 0.09% | 0.23% | Q4 2017 | Q3 2023 | 24 |
B. Riley Wealth Advisors, Inc. | 17 | 1 | 0.00% | 0.08% | 0.16% | Q2 2014 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.28% | 0.74% | 1.07% | Q4 2017 | Q3 2023 | 24 |
Windsor Wealth Management, Inc. | 24 | 24 | 0.24% | 0.33% | 0.47% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.14% | 0.46% | 1.62% | Q4 2017 | Q3 2023 | 24 |
Orgel Wealth Management, LLC | 24 | 24 | 0.18% | 1.94% | 4.19% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.01% | 0.08% | 0.30% | Q4 2017 | Q3 2023 | 24 |
Hochman Cole Investment Advisors, Inc. | 24 | 24 | 0.64% | 0.80% | 0.96% | Q4 2015 | Q3 2021 | 24 |
BHK Investment Advisors, LLC | 24 | 24 | 6.44% | 8.17% | 9.50% | Q4 2017 | Q3 2023 | 24 |
Asset Planning Services, Ltd. | 18 | 6 | 0.07% | 0.16% | 0.32% | Q2 2015 | Q4 2021 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.05% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 24 |
NewEdge Advisors, LLC | 23 | 1 | 0.01% | 0.19% | 0.28% | Q2 2017 | Q3 2023 | 24 |
Chicago Partners Investment Group LLC | 10 | 1 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 24 |
FINANCIAL COUNSELORS INC | 21 | 1 | 0.01% | 0.06% | 0.11% | Q4 2014 | Q3 2023 | 24 |
WoodTrust Financial Corp | 24 | 24 | 3.20% | 4.01% | 4.83% | Q4 2017 | Q3 2023 | 24 |
WealthShield Partners, LLC | 14 | 9 | 0.22% | 0.47% | 0.76% | Q4 2017 | Q3 2023 | 23 |
Relaxing Retirement Coach | 23 | 23 | 0.38% | 0.80% | 1.82% | Q4 2017 | Q2 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.03% | 0.33% | 0.86% | Q4 2017 | Q3 2023 | 23 |
SIMPLEX TRADING, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
RKL Wealth Management LLC | 21 | 2 | 0.02% | 0.09% | 0.25% | Q2 2017 | Q2 2023 | 23 |
EP Wealth Advisors, LLC | 23 | 23 | 0.08% | 0.44% | 1.22% | Q1 2018 | Q3 2023 | 23 |
BDO Wealth Advisors, LLC | 22 | 1 | 0.01% | 0.03% | 0.08% | Q2 2017 | Q2 2023 | 23 |
DAVENPORT & Co LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
GRIMES & COMPANY, INC. | 23 | 23 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 23 |
Parkside Advisors LLC | 23 | 23 | 0.08% | 0.13% | 0.20% | Q1 2018 | Q3 2023 | 23 |
BANK OF HAWAII | 23 | 23 | 0.04% | 0.06% | 0.08% | Q1 2018 | Q3 2023 | 23 |
Barrett Asset Management, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2019 | 23 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 6 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2021 | 23 |
Johnson Financial Group, Inc. | 18 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
CX Institutional | 22 | 22 | 0.00% | 0.37% | 0.87% | Q2 2018 | Q3 2023 | 22 |
Ausdal Financial Partners, Inc. | 13 | 1 | 0.01% | 0.16% | 0.35% | Q4 2015 | Q3 2023 | 22 |
Krilogy Financial LLC | 11 | 1 | 0.01% | 0.04% | 0.10% | Q3 2015 | Q1 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2023 | 22 |
OneDigital Investment Advisors LLC | 13 | 9 | 0.00% | 0.08% | 0.44% | Q2 2017 | Q3 2023 | 22 |
BNP PARIBAS FINANCIAL MARKETS | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
PFG Advisors | 9 | 5 | 0.05% | 0.40% | 6.54% | Q4 2017 | Q3 2023 | 22 |
Advisory Alpha, LLC | 11 | 1 | 0.00% | 0.51% | 2.61% | Q4 2016 | Q3 2023 | 22 |
Baldwin Investment Management, LLC | 22 | 22 | 0.18% | 0.24% | 0.32% | Q2 2018 | Q3 2023 | 22 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 22 |
Mutual Advisors, LLC | 18 | 4 | 0.03% | 0.18% | 0.40% | Q4 2017 | Q3 2023 | 22 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.00% | 0.37% | 4.14% | Q4 2016 | Q3 2023 | 22 |
PLANNING DIRECTIONS INC | 14 | 8 | 0.85% | 1.35% | 2.02% | Q1 2018 | Q3 2023 | 22 |
VALLEY NATIONAL ADVISERS INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
SALEM INVESTMENT COUNSELORS INC | 18 | 3 | 0.00% | 0.04% | 0.44% | Q3 2016 | Q3 2023 | 21 |
WALLER FINANCIAL PLANNING GROUP, INC | 21 | 21 | 0.28% | 0.52% | 0.84% | Q4 2018 | Q4 2023 | 21 |
Kingsview Wealth Management, LLC | 10 | 2 | 0.01% | 0.12% | 0.42% | Q1 2017 | Q3 2023 | 21 |
Burleson & Company, LLC | 21 | 21 | 0.14% | 0.28% | 0.44% | Q4 2017 | Q4 2022 | 21 |
Vectors Research Management, LLC | 21 | 21 | 0.12% | 2.60% | 5.36% | Q3 2018 | Q3 2023 | 21 |
Parallel Advisors, LLC | 11 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 21 |
CAPITAL MANAGEMENT CORP /VA | 14 | 1 | 0.05% | 0.11% | 0.19% | Q4 2013 | Q3 2021 | 21 |
Barnett & Company, Inc. | 21 | 21 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q1 2021 | 21 |
Institute for Wealth Management, LLC. | 13 | 2 | 0.03% | 0.31% | 0.96% | Q2 2017 | Q3 2023 | 21 |
Belpointe Asset Management LLC | 12 | 3 | 0.01% | 0.04% | 0.11% | Q3 2017 | Q1 2023 | 21 |
Archford Capital Strategies, LLC | 20 | 1 | 0.00% | 0.10% | 0.13% | Q1 2018 | Q3 2023 | 21 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 21 | 21 | 0.02% | 0.09% | 0.24% | Q3 2018 | Q3 2023 | 21 |
TRUST CO OF VERMONT | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.07% | 0.18% | Q1 2017 | Q3 2023 | 21 |
Royal Fund Management, LLC | 20 | 1 | 0.00% | 0.38% | 0.66% | Q4 2017 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q2 2023 | 21 |
Money Design Co.,Ltd. | 14 | 7 | 0.37% | 2.82% | 9.11% | Q3 2017 | Q3 2023 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.00% | 0.07% | 0.18% | Q4 2016 | Q3 2023 | 21 |
Bernardo Wealth Planning LLC | 20 | 20 | 0.21% | 0.29% | 0.39% | Q4 2018 | Q3 2023 | 20 |
Total Wealth Planning, LLC | 20 | 20 | 1.54% | 2.18% | 2.81% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
BB&T SECURITIES, LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2019 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 20 |
ERn Financial, LLC | 20 | 20 | 0.24% | 0.56% | 0.90% | Q4 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.10% | 0.13% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Black Diamond Financial, LLC | 20 | 20 | 0.83% | 1.43% | 2.63% | Q4 2018 | Q3 2023 | 20 |
Freedom Investment Management, Inc. | 20 | 20 | 0.10% | 0.20% | 0.38% | Q1 2013 | Q4 2017 | 20 |
Tradewinds Capital Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 20 |
FINANCIAL LIFE ADVISORS | 11 | 9 | 0.15% | 0.58% | 1.17% | Q4 2017 | Q1 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.03% | 0.17% | 0.96% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.18% | 0.29% | 0.51% | Q4 2018 | Q3 2023 | 20 |
FAS Wealth Partners, Inc. | 20 | 20 | 0.12% | 0.25% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Next Capital Management LLC | 20 | 20 | 0.61% | 0.85% | 1.30% | Q4 2018 | Q3 2023 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.17% | 0.40% | 0.88% | Q4 2018 | Q3 2023 | 20 |
McIlrath & Eck, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
TPG Financial Advisors, LLC | 20 | 20 | 0.43% | 0.75% | 0.94% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2020 | 20 |
Brinker Capital Investments, LLC | 19 | 1 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q2 2019 | 20 |
MONECO Advisors, LLC | 20 | 20 | 0.56% | 1.59% | 3.92% | Q4 2018 | Q3 2023 | 20 |
Allred Capital Management, LLC | 20 | 20 | 0.13% | 0.27% | 0.45% | Q4 2018 | Q3 2023 | 20 |
Parkside Financial Bank & Trust | 15 | 5 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 20 |
Plante Moran Financial Advisors, LLC | 20 | 20 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 6 | 2 | 0.01% | 0.20% | 0.52% | Q4 2014 | Q3 2023 | 20 |
THOMPSON SIEGEL & WALMSLEY LLC | 10 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 20 |
DFPG INVESTMENTS, LLC | 20 | 20 | 0.05% | 0.31% | 0.63% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.13% | 0.34% | 0.47% | Q4 2017 | Q3 2022 | 20 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.06% | 0.10% | 0.14% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 1.03% | 1.63% | 2.24% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.01% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Simplicity Solutions, LLC | 13 | 3 | 0.02% | 0.16% | 0.62% | Q4 2014 | Q3 2023 | 19 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 0.19% | 1.50% | 1.95% | Q1 2019 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.06% | 0.10% | 0.13% | Q1 2019 | Q3 2023 | 19 |
FRANKLIN RESOURCES INC | 14 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 19 |
CREDIT SUISSE AG/ | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 19 |
Pinion Investment Advisors, LLC | 19 | 19 | 0.19% | 0.42% | 0.68% | Q1 2018 | Q3 2022 | 19 |
AXA S.A. | 19 | 19 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q3 2019 | 19 |
VALLEY WEALTH MANAGERS, INC. | 19 | 19 | 0.17% | 0.30% | 0.67% | Q1 2019 | Q3 2023 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.15% | 0.19% | 0.22% | Q1 2019 | Q3 2023 | 19 |
3D ASSET MANAGEMENT, INC | 19 | 19 | 0.07% | 0.21% | 0.33% | Q1 2016 | Q3 2020 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.08% | 0.11% | 0.15% | Q4 2018 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.07% | 0.38% | Q1 2019 | Q3 2023 | 19 |
Hall Kathryn A. | 19 | 19 | 0.59% | 0.83% | 1.24% | Q1 2019 | Q3 2023 | 19 |
Reynders McVeigh Capital Management, LLC | 19 | 19 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Joel Isaacson & Co., LLC | 12 | 7 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Spearhead Capital Advisors, LLC | 15 | 4 | 1.00% | 3.59% | 4.26% | Q4 2017 | Q3 2022 | 19 |
Sargent Bickham Lagudis LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2022 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.02% | 0.14% | 0.22% | Q2 2013 | Q4 2017 | 19 |
Winthrop Advisory Group LLC | 18 | 1 | 0.05% | 0.13% | 0.37% | Q4 2017 | Q4 2022 | 19 |
LGL PARTNERS, LLC | 19 | 19 | 0.09% | 0.25% | 0.47% | Q1 2019 | Q3 2023 | 19 |
Proficio Capital Partners LLC | 15 | 4 | 0.02% | 0.04% | 0.10% | Q4 2015 | Q1 2022 | 19 |
Pacific Center for Financial Services | 16 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
Crestwood Advisors Group, LLC | 18 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 1.65% | 3.51% | 4.78% | Q4 2017 | Q2 2022 | 19 |
Arrow Investment Advisors, LLC | 5 | 1 | 1.39% | 4.20% | 10.12% | Q4 2014 | Q3 2023 | 19 |
Archer Investment Corp | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Koshinski Asset Management, Inc. | 16 | 1 | 0.04% | 0.11% | 0.17% | Q3 2018 | Q3 2023 | 18 |
Strategic Investment Advisors / MI | 18 | 18 | 0.15% | 0.81% | 2.06% | Q2 2019 | Q3 2023 | 18 |
Ameritas Investment Partners, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
BENJAMIN EDWARDS INC | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.06% | 0.10% | 0.23% | Q2 2013 | Q3 2017 | 18 |
SUN LIFE FINANCIAL INC | 14 | 4 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q2 2020 | 18 |
Polaris Wealth Advisory Group, LLC | 6 | 3 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2018 | 18 |
Meristem Family Wealth, LLC | 18 | 18 | 0.06% | 0.10% | 0.13% | Q4 2017 | Q1 2022 | 18 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 0.22% | 0.51% | 0.78% | Q1 2016 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.08% | 0.16% | 0.22% | Q2 2013 | Q3 2017 | 18 |
Connecticut Wealth Management, LLC | 18 | 18 | 0.57% | 1.47% | 4.77% | Q2 2019 | Q3 2023 | 18 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 7 | 0.20% | 0.23% | 0.24% | Q1 2019 | Q3 2023 | 18 |
Evercore Wealth Management, LLC | 12 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.05% | 0.08% | 0.14% | Q2 2013 | Q3 2017 | 18 |
WP Advisors, LLC | 14 | 4 | 0.15% | 0.23% | 0.32% | Q3 2017 | Q3 2023 | 18 |
MBM Wealth Consultants, LLC | 18 | 18 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q1 2023 | 18 |
Family Management Corp | 17 | 17 | 0.04% | 0.09% | 0.32% | Q3 2019 | Q3 2023 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.10% | 0.36% | 0.74% | Q2 2013 | Q3 2023 | 17 |
Calamos Wealth Management LLC | 17 | 17 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Capital Advisory Group Advisory Services, LLC | 15 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2022 | 17 |
WEALTHSOURCE PARTNERS, LLC | 17 | 17 | 0.03% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 17 |
First Personal Financial Services | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Sonora Investment Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
MATHER GROUP, LLC. | 14 | 1 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 17 |
Meridian Wealth Management, LLC | 16 | 1 | 0.06% | 0.15% | 0.26% | Q2 2019 | Q3 2023 | 17 |
Trust Co | 9 | 8 | 0.01% | 3.69% | 8.10% | Q1 2015 | Q3 2023 | 17 |
AMI INVESTMENT MANAGEMENT INC | 17 | 17 | 0.15% | 0.21% | 0.24% | Q2 2018 | Q2 2022 | 17 |
HNP Capital LLC | 12 | 5 | 0.14% | 2.74% | 5.56% | Q4 2018 | Q1 2023 | 17 |
BROWN BROTHERS HARRIMAN & CO | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Wolff Financial Management LLC | 10 | 1 | 2.28% | 3.25% | 4.45% | Q4 2018 | Q3 2023 | 17 |
Haverford Trust Co | 9 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
BOK Financial Private Wealth, Inc. | 13 | 4 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 17 |
LEVEL FOUR ADVISORY SERVICES, LLC | 13 | 4 | 0.02% | 0.04% | 0.09% | Q4 2016 | Q2 2021 | 17 |
Vantage Investment Advisors, LLC | 17 | 17 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q3 2018 | 17 |
Asset Management Group, Inc. | 17 | 17 | 0.37% | 0.83% | 1.05% | Q3 2019 | Q3 2023 | 17 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 16 | 1 | 1.59% | 9.50% | 12.26% | Q4 2018 | Q3 2023 | 17 |
Camarda Financial Advisors, LLC | 16 | 1 | 0.02% | 0.35% | 0.91% | Q4 2013 | Q2 2019 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.07% | 0.53% | Q2 2013 | Q2 2017 | 17 |
MidWestOne Financial Group, Inc. | 13 | 4 | 0.10% | 0.24% | 0.41% | Q2 2019 | Q3 2023 | 17 |
Intellectus Partners, LLC | 6 | 5 | 0.06% | 0.10% | 0.14% | Q2 2017 | Q1 2022 | 17 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 16 | 1 | 0.11% | 0.51% | 1.63% | Q4 2018 | Q3 2023 | 17 |
Asset Allocation & Management Company, LLC | 16 | 16 | 0.44% | 0.65% | 0.98% | Q4 2019 | Q3 2023 | 16 |
Cornerstone Advisory, LLC | 16 | 16 | 0.07% | 0.14% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
CIBC BANK USA | 16 | 16 | 0.05% | 0.06% | 0.07% | Q1 2016 | Q4 2019 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.28% | 0.40% | 0.51% | Q4 2019 | Q3 2023 | 16 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 16 |
CITIZENS FINANCIAL GROUP INC/RI | 15 | 1 | 0.00% | 0.02% | 0.02% | Q4 2015 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q2 2022 | 16 |
Sheaff Brock Investment Advisors, LLC | 16 | 16 | 0.04% | 0.06% | 0.08% | Q4 2015 | Q3 2019 | 16 |
Fusion Capital, LLC | 16 | 16 | 1.99% | 2.26% | 2.60% | Q4 2019 | Q3 2023 | 16 |
Aufman Associates Inc | 16 | 16 | 2.58% | 3.25% | 4.59% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.39% | 0.47% | 0.56% | Q4 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.13% | 0.16% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Klingman & Associates, LLC | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
1834 INVESTMENT ADVISORS CO | 13 | 3 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 16 |
Clearstead Advisors, LLC | 15 | 1 | 0.00% | 0.06% | 0.13% | Q2 2017 | Q3 2023 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.26% | 0.51% | Q4 2019 | Q3 2023 | 16 |
Cordant, Inc. | 16 | 16 | 0.07% | 0.12% | 0.18% | Q4 2019 | Q3 2023 | 16 |
ALLIANCEBERNSTEIN L.P. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.14% | 0.16% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2023 | 16 |
SII INVESTMENTS INC/WI | 8 | 2 | 0.02% | 0.16% | 0.58% | Q2 2013 | Q4 2017 | 16 |
Heartwood Wealth Advisors LLC | 16 | 16 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q3 2023 | 16 |
360 Financial, Inc. | 16 | 16 | 1.94% | 2.49% | 2.85% | Q4 2019 | Q3 2023 | 16 |
Bishop & Co Investment Management, LLC | 14 | 2 | 0.15% | 0.32% | 0.64% | Q2 2019 | Q3 2023 | 16 |
STEPH & CO | 16 | 16 | 0.40% | 0.54% | 0.67% | Q4 2019 | Q3 2023 | 16 |
Laurel Wealth Advisors, Inc. | 11 | 5 | 0.05% | 0.08% | 0.11% | Q2 2018 | Q4 2022 | 16 |
Brand Asset Management Group, Inc. | 16 | 16 | 0.10% | 0.11% | 0.12% | Q2 2018 | Q1 2022 | 16 |
Gradient Investments LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 16 |
Whitegate Investment Counselors, Inc. | 16 | 16 | 0.05% | 0.43% | 0.71% | Q4 2019 | Q3 2023 | 16 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 0.51% | 1.00% | 1.38% | Q4 2019 | Q3 2023 | 16 |
IFG Advisory, LLC | 15 | 1 | 0.14% | 0.24% | 0.33% | Q3 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.21% | 0.28% | 0.30% | Q2 2013 | Q1 2017 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.09% | 0.13% | 0.19% | Q4 2019 | Q3 2023 | 16 |
DUBUQUE BANK & TRUST CO | 12 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2018 | 15 |
Edmonds Duncan Registered Investment Advisors, LLC | 15 | 15 | 0.78% | 2.54% | 3.12% | Q1 2020 | Q3 2023 | 15 |
Independence Bank of Kentucky | 15 | 15 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Atria Investments, Inc | 12 | 1 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 15 |
Berkshire Money Management, Inc. | 15 | 15 | 0.18% | 0.20% | 0.22% | Q4 2016 | Q2 2020 | 15 |
ERTS Wealth Advisors, LLC | 15 | 15 | 3.97% | 5.15% | 6.54% | Q1 2020 | Q3 2023 | 15 |
Petix & Botte Co | 12 | 3 | 0.14% | 0.29% | 0.42% | Q4 2019 | Q3 2023 | 15 |
Triton Wealth Management, PLLC | 15 | 15 | 0.27% | 0.53% | 1.22% | Q1 2020 | Q3 2023 | 15 |
Capital Square, LLC | 15 | 15 | 0.35% | 0.44% | 0.53% | Q4 2019 | Q2 2023 | 15 |
Lenox Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.05% | 0.16% | 0.32% | Q2 2013 | Q4 2016 | 15 |
Patten Group, Inc. | 15 | 15 | 0.00% | 0.04% | 0.07% | Q2 2015 | Q4 2018 | 15 |
Financial Engines Advisors L.L.C. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.30% | 0.42% | 0.57% | Q1 2020 | Q3 2023 | 15 |
SkyOak Wealth, LLC | 14 | 1 | 0.07% | 0.28% | 0.56% | Q4 2019 | Q3 2023 | 15 |
Independence Advisors, LLC | 15 | 15 | 0.00% | 0.06% | 0.09% | Q1 2017 | Q3 2020 | 15 |
XML Financial, LLC | 14 | 1 | 0.06% | 0.60% | 1.52% | Q4 2019 | Q3 2023 | 15 |
McAdam, LLC | 12 | 3 | 0.03% | 1.18% | 2.29% | Q1 2018 | Q3 2023 | 15 |
GIRARD PARTNERS LTD. | 14 | 1 | 0.02% | 0.07% | 0.11% | Q3 2018 | Q3 2023 | 15 |
JOHNSON INVESTMENT COUNSEL INC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
PRUDENTIAL FINANCIAL INC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q4 2019 | 15 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 15 |
MANNING & NAPIER ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
CHOREO, LLC | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.05% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.13% | 0.21% | 0.34% | Q1 2020 | Q3 2023 | 15 |
Cribstone Capital Management, LLC | 14 | 1 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q2 2020 | 15 |
Colonial Trust Advisors | 14 | 14 | 0.15% | 0.60% | 1.09% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.05% | 0.51% | 5.48% | Q4 2019 | Q3 2023 | 14 |
JFS WEALTH ADVISORS, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 14 |
PATHSTONE FAMILY OFFICE, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 14 |
HM PAYSON & CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 14 |
BARCLAYS PLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 14 |
Northwest Bancshares, Inc. | 14 | 14 | 0.06% | 0.17% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Marcum Wealth, LLC | 14 | 14 | 0.16% | 0.37% | 0.90% | Q2 2020 | Q3 2023 | 14 |
Aptus Capital Advisors, LLC | 10 | 4 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 14 |
Heritage Wealth Advisors | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ROMAN BUTLER FULLERTON & CO | 14 | 14 | 0.25% | 0.43% | 0.63% | Q2 2020 | Q3 2023 | 14 |
Orion Portfolio Solutions, LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.13% | 0.18% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Southern Wealth Management, LLP | 14 | 14 | 0.38% | 0.86% | 1.42% | Q4 2019 | Q1 2023 | 14 |
RAND WEALTH, LLC | 14 | 14 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q3 2016 | 14 |
Ziegler Capital Management, LLC | 14 | 14 | 0.03% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 14 |
BCS Wealth Management | 7 | 1 | 0.22% | 0.29% | 0.34% | Q4 2019 | Q3 2023 | 14 |
Relyea Zuckerberg Hanson LLC | 14 | 14 | 0.07% | 0.28% | 0.48% | Q4 2019 | Q1 2023 | 14 |
PIN OAK INVESTMENT ADVISORS INC | 14 | 14 | 0.89% | 1.08% | 1.42% | Q4 2017 | Q1 2021 | 14 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 0.06% | 0.18% | Q1 2014 | Q3 2023 | 14 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Compton Wealth Advisory Group, LLC | 14 | 14 | 0.57% | 2.68% | 3.44% | Q2 2020 | Q3 2023 | 14 |
Ridgewood Investments LLC | 14 | 14 | 0.46% | 0.68% | 0.92% | Q2 2020 | Q3 2023 | 14 |
Brio Consultants, LLC | 13 | 1 | 0.04% | 0.49% | 0.67% | Q4 2018 | Q3 2023 | 14 |
Praetorian Wealth Management, Inc. | 14 | 14 | 6.03% | 6.71% | 7.39% | Q2 2020 | Q3 2023 | 14 |
Dynamic Advisor Solutions LLC | 14 | 14 | 0.03% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Strategic Financial Services, Inc, | 14 | 14 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Stratos Wealth Advisors, LLC | 14 | 14 | 0.02% | 0.11% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Realta Investment Advisors | 11 | 3 | 0.00% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.03% | 0.18% | 0.52% | Q2 2020 | Q3 2023 | 14 |
Provident Wealth Management, LLC | 14 | 14 | 0.05% | 1.24% | 2.68% | Q2 2020 | Q3 2023 | 14 |
Anchor Investment Management, LLC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q4 2023 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.04% | 0.06% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Redhawk Wealth Advisors, Inc. | 14 | 14 | 0.63% | 1.14% | 1.81% | Q4 2019 | Q1 2023 | 14 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13 | 13 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Global Trust Asset Management, LLC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.08% | 0.16% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Balentine LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.34% | 0.65% | 0.74% | Q2 2013 | Q2 2016 | 13 |
McQueen, Ball & Associates Inc. | 13 | 13 | 0.28% | 0.41% | 0.53% | Q4 2015 | Q4 2018 | 13 |
WASHINGTON TRUST Co | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
NVWM, LLC | 9 | 4 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.01% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Prospera Financial Services Inc | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Aspire Private Capital, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 13 |
NORTHSTAR ASSET MANAGEMENT LLC | 13 | 13 | 0.07% | 0.09% | 0.10% | Q3 2020 | Q3 2023 | 13 |
LWS Wealth Advisors, Inc. | 10 | 3 | 0.08% | 0.12% | 0.16% | Q4 2019 | Q3 2023 | 13 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 13 | 13 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q4 2018 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.13% | 0.18% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Noven Financial Group, Inc. | 7 | 2 | 0.93% | 4.57% | 11.30% | Q4 2013 | Q1 2020 | 13 |
Aevitas Wealth Management, Inc. | 7 | 6 | 0.15% | 0.17% | 0.18% | Q4 2017 | Q1 2022 | 13 |
QCI ASSET MANAGEMENT INC/NY | 9 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2021 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.38% | 0.47% | 0.56% | Q3 2020 | Q3 2023 | 13 |
Sutton Wealth Advisors Inc. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
RFG Advisory, LLC | 11 | 2 | 0.02% | 0.08% | 0.38% | Q3 2017 | Q3 2023 | 13 |
Wealthspire Advisors, LLC | 12 | 1 | 0.01% | 0.10% | 0.27% | Q1 2020 | Q3 2023 | 13 |
Angeles Investment Advisors, LLC | 13 | 13 | 0.00% | 0.29% | 1.08% | Q4 2018 | Q4 2021 | 13 |
WHALEROCK POINT PARTNERS, LLC | 10 | 3 | 0.08% | 0.12% | 0.13% | Q4 2013 | Q1 2017 | 13 |
Asset Dedication, LLC | 5 | 3 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2023 | 13 |
MV CAPITAL MANAGEMENT, INC. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 13 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Overbrook Management Corp | 12 | 12 | 0.04% | 0.06% | 0.07% | Q1 2015 | Q4 2017 | 12 |
Center For Asset Management LLC | 12 | 12 | 1.40% | 1.58% | 1.72% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.30% | 0.60% | 1.48% | Q4 2020 | Q3 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 1.21% | 2.05% | 2.74% | Q4 2020 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.13% | 0.23% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Richard P Slaughter Associates Inc | 12 | 12 | 0.26% | 0.38% | 0.56% | Q1 2021 | Q4 2023 | 12 |
Atlantic Union Bankshares Corp | 12 | 12 | 0.03% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 0.20% | 0.24% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Legacy Private Trust Co. | 8 | 4 | 0.05% | 0.11% | 0.20% | Q4 2014 | Q1 2023 | 12 |
Zions Bancorporation | 12 | 12 | 0.21% | 0.30% | 0.36% | Q1 2015 | Q4 2017 | 12 |
Brookstone Capital Management | 10 | 1 | 0.00% | 0.38% | 0.80% | Q3 2015 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.38% | 0.63% | 0.85% | Q4 2020 | Q3 2023 | 12 |
RFG HOLDINGS, INC. | 12 | 12 | 0.13% | 0.18% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.02% | 0.05% | 0.20% | Q4 2020 | Q3 2023 | 12 |
COURIER CAPITAL LLC | 12 | 12 | 0.04% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 2.18% | 2.35% | 2.57% | Q4 2020 | Q3 2023 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 1.16% | 1.66% | 2.52% | Q4 2020 | Q3 2023 | 12 |
Systelligence, LLC | 5 | 2 | 0.40% | 1.75% | 3.60% | Q1 2020 | Q4 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.04% | 0.10% | 0.27% | Q4 2020 | Q3 2023 | 12 |
ECLECTIC ASSOCIATES INC /ADV | 12 | 12 | 2.14% | 3.12% | 4.63% | Q4 2020 | Q3 2023 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 0.99% | 1.09% | 1.27% | Q4 2020 | Q3 2023 | 12 |
Zeit Capital LLC | 12 | 12 | 3.29% | 3.64% | 3.93% | Q4 2020 | Q3 2023 | 12 |
DAVIS R M INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 0.13% | 0.24% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Fullen Financial Group | 12 | 12 | 2.29% | 2.59% | 2.83% | Q2 2020 | Q1 2023 | 12 |
Wambolt & Associates, LLC | 12 | 12 | 0.18% | 0.27% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Acropolis Investment Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
PHH Investments, Ltd. | 11 | 1 | 1.88% | 2.68% | 3.64% | Q4 2016 | Q4 2019 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.14% | 0.29% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Holloway Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 12 |
Accel Wealth Management | 12 | 12 | 0.20% | 0.36% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Neuberger Berman Group LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Goepper Burkhardt LLC | 12 | 12 | 4.25% | 5.03% | 5.85% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.01% | 0.16% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Keeler Thomas Management LLC | 12 | 12 | 0.10% | 1.29% | 3.63% | Q2 2020 | Q1 2023 | 12 |
Apollon Wealth Management, LLC | 10 | 2 | 0.02% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 12 |
Pacifica Partners Inc. | 7 | 5 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 12 |
WealthOne, LLC | 7 | 1 | 0.05% | 0.14% | 0.23% | Q4 2018 | Q2 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2021 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.69% | 1.66% | 2.80% | Q4 2020 | Q3 2023 | 12 |
Financial Gravity Asset Management, Inc. | 6 | 1 | 0.00% | 0.57% | 6.75% | Q3 2018 | Q4 2021 | 12 |
Sequoia Financial Advisors, LLC | 6 | 2 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q1 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.18% | 0.72% | 1.44% | Q4 2020 | Q3 2023 | 12 |
Strategic Blueprint, LLC | 11 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 12 |
Covington Capital Management | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Continuum Advisory, LLC | 7 | 2 | 0.12% | 0.17% | 0.24% | Q2 2017 | Q3 2023 | 12 |
Aveo Capital Partners, LLC | 11 | 1 | 0.03% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 12 |
BOENNING & SCATTERGOOD, INC. | 11 | 1 | 0.06% | 0.09% | 0.10% | Q4 2019 | Q4 2022 | 12 |
CITY HOLDING CO | 12 | 12 | 0.09% | 0.21% | 0.26% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.20% | 0.22% | 0.23% | Q4 2018 | Q3 2021 | 12 |
Meridian Wealth Advisors, LLC | 8 | 1 | 0.05% | 0.17% | 0.29% | Q4 2018 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.05% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
TIEDEMANN ADVISORS, LLC | 6 | 2 | 0.04% | 0.09% | 0.35% | Q2 2017 | Q3 2023 | 12 |
IVC Wealth Advisors LLC | 12 | 12 | 0.92% | 1.32% | 1.84% | Q4 2020 | Q3 2023 | 12 |
Marietta Wealth Management, LLC | 12 | 12 | 0.31% | 0.50% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.21% | 0.28% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Dorsey & Whitney Trust CO LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Snowden Capital Advisors LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q2 2023 | 11 |
Bison Wealth, LLC | 11 | 11 | 0.02% | 0.03% | 0.09% | Q4 2019 | Q2 2022 | 11 |
3D/L Capital Management, LLC | 11 | 11 | 0.14% | 0.21% | 0.34% | Q1 2021 | Q3 2023 | 11 |
AdvicePeriod, LLC | 9 | 2 | 0.04% | 0.05% | 0.08% | Q4 2017 | Q2 2021 | 11 |
KENNICOTT CAPITAL MANAGEMENT LLC | 11 | 11 | 0.18% | 0.25% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Wolf Group Capital Advisors | 10 | 1 | 0.04% | 0.41% | 0.61% | Q4 2013 | Q4 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Penobscot Investment Management Company, Inc. | 11 | 11 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q2 2023 | 11 |
St. Louis Trust Co | 11 | 11 | 0.13% | 0.16% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Destination Wealth Management | 7 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 11 |
SIMMONS FIRST TRUST CO NA | 11 | 11 | 0.32% | 1.18% | 2.41% | Q2 2013 | Q4 2015 | 11 |
COMERICA SECURITIES INC | 11 | 11 | 0.06% | 0.11% | 0.16% | Q2 2016 | Q4 2018 | 11 |
Glassman Wealth Services | 9 | 2 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2022 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 11 |
Center for Financial Planning, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.76% | 1.01% | 1.54% | Q4 2020 | Q2 2023 | 11 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 5 | 1 | 2.26% | 2.94% | 3.90% | Q2 2020 | Q3 2023 | 11 |
Carnegie Capital Asset Management, LLC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.12% | 0.14% | 0.16% | Q4 2018 | Q2 2021 | 11 |
Clean Yield Group | 10 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q2 2019 | 11 |
IBERIABANK CORP | 9 | 2 | 0.08% | 0.11% | 0.19% | Q3 2017 | Q2 2020 | 11 |
FIRST AMERICAN TRUST, FSB | 9 | 2 | 0.04% | 0.08% | 0.13% | Q3 2020 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.00% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 11 |
CFO4Life Group, LLC | 6 | 5 | 0.09% | 0.15% | 0.45% | Q3 2017 | Q2 2020 | 11 |
Addison Advisors LLC | 10 | 1 | 0.25% | 0.39% | 0.55% | Q4 2020 | Q3 2023 | 11 |
MEEDER ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q3 2022 | 11 |
Disciplined Investments, LLC | 9 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q2 2023 | 11 |
Concert Wealth Management Inc. | 10 | 1 | 0.01% | 0.13% | 0.25% | Q3 2013 | Q3 2016 | 11 |
IBBOTSON ASSOCIATES INC | 11 | 11 | 2.05% | 4.23% | 6.72% | Q2 2013 | Q4 2015 | 11 |
Legal & General Group Plc | 7 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 11 |
55I, LLC | 11 | 11 | 0.01% | 0.04% | 0.15% | Q1 2020 | Q3 2022 | 11 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.11% | 0.42% | 0.79% | Q4 2020 | Q1 2023 | 10 |
Advocacy Wealth Management Services, LLC | 8 | 2 | 0.14% | 1.85% | 3.08% | Q4 2015 | Q4 2022 | 10 |
Bank of New Hampshire | 10 | 10 | 0.06% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Keystone Financial Group | 8 | 2 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 10 |
LAKE STREET PRIVATE WEALTH, LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q1 2018 | 10 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Focused Wealth Management, Inc | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2015 | 10 |
Hapanowicz & Associates Financial Services, Inc | 10 | 10 | 0.16% | 3.17% | 5.09% | Q2 2021 | Q3 2023 | 10 |
ATWOOD & PALMER INC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2022 | 10 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 6 | 4 | 0.00% | 0.07% | 0.18% | Q3 2019 | Q1 2023 | 10 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.17% | 0.19% | 0.20% | Q4 2019 | Q2 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.18% | 0.24% | 0.33% | Q2 2013 | Q3 2015 | 10 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Silicon Valley Capital Partners | 4 | 3 | 0.00% | 0.07% | 0.12% | Q1 2018 | Q2 2023 | 10 |
PECAUT & CO. | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
NORTH STAR ASSET MANAGEMENT INC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
UBS ASSET MANAGEMENT AMERICAS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.06% | 0.21% | 0.38% | Q4 2017 | Q2 2020 | 10 |
AMG National Trust Bank | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 10 |
PEAPACK GLADSTONE FINANCIAL CORP | 6 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.05% | 0.12% | 0.20% | Q4 2020 | Q1 2023 | 10 |
Stonebridge Capital Advisors LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 10 |
Capital Asset Advisory Services LLC | 7 | 3 | 0.00% | 0.32% | 1.19% | Q4 2016 | Q4 2021 | 10 |
Argent Advisors, Inc. | 6 | 4 | 0.10% | 0.13% | 0.15% | Q4 2020 | Q3 2023 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Grove Bank & Trust | 5 | 1 | 0.03% | 0.10% | 0.17% | Q4 2015 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 9 | 1 | 0.00% | 0.06% | 0.56% | Q4 2020 | Q2 2023 | 10 |
Personal Capital Advisors Corp | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 10 |
B. Riley Wealth Management, Inc. | 6 | 4 | 0.00% | 0.04% | 0.13% | Q1 2014 | Q2 2022 | 10 |
Redwood Investment Management, LLC | 10 | 10 | 0.35% | 0.79% | 1.17% | Q2 2021 | Q3 2023 | 10 |
Roble, Belko & Company, Inc | 10 | 10 | 0.05% | 0.06% | 0.09% | Q3 2020 | Q4 2022 | 10 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Global Financial Private Capital, Inc | 5 | 5 | 0.11% | 0.22% | 0.42% | Q3 2017 | Q2 2020 | 10 |
C M BIDWELL & ASSOCIATES LTD | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Merit Financial Group, LLC | 7 | 3 | 0.03% | 0.16% | 0.42% | Q2 2018 | Q3 2023 | 10 |
HL FINANCIAL SERVICES LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.04% | 0.07% | 0.21% | Q1 2021 | Q3 2023 | 10 |
HBW ADVISORY SERVICES LLC | 8 | 2 | 0.04% | 0.19% | 0.61% | Q2 2020 | Q3 2023 | 10 |
ARROW FINANCIAL CORP | 10 | 10 | 0.07% | 0.07% | 0.08% | Q1 2018 | Q2 2020 | 10 |
CULLEN/FROST BANKERS, INC. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Ellevest, Inc. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.07% | 0.10% | 0.12% | Q4 2014 | Q4 2016 | 9 |
Tenret Co LLC | 9 | 9 | 2.93% | 3.21% | 3.56% | Q2 2021 | Q2 2023 | 9 |
SPC Financial, Inc. | 9 | 9 | 1.01% | 1.10% | 1.23% | Q1 2020 | Q1 2022 | 9 |
Parcion Private Wealth LLC | 9 | 9 | 0.03% | 4.06% | 6.85% | Q2 2020 | Q2 2022 | 9 |
Clear Harbor Asset Management, LLC | 9 | 9 | 0.01% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Avantax Planning Partners, Inc. | 7 | 1 | 0.00% | 0.21% | 0.34% | Q1 2018 | Q3 2023 | 9 |
Integrated Wealth Management | 9 | 9 | 0.08% | 0.09% | 0.13% | Q1 2015 | Q1 2017 | 9 |
SouthState Corp | 9 | 9 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.14% | 0.25% | 0.32% | Q3 2021 | Q3 2023 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.07% | 0.11% | Q1 2019 | Q1 2023 | 9 |
MILLIE CAPITAL MANAGEMENT, LLC | 6 | 3 | 0.25% | 0.53% | 0.71% | Q1 2015 | Q4 2017 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.16% | 0.44% | 0.60% | Q4 2019 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
TECTONIC ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
TCI Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q1 2021 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.05% | 0.11% | 0.17% | Q4 2021 | Q4 2023 | 9 |
First Command Financial Services, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 9 |
Dentgroup LLC | 9 | 9 | 0.88% | 1.17% | 1.73% | Q4 2021 | Q4 2023 | 9 |
TCG Advisory Services, LLC | 6 | 3 | 0.06% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 9 |
Eidelman Virant Capital | 9 | 9 | 0.29% | 0.38% | 0.58% | Q3 2020 | Q3 2022 | 9 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 9 | 9 | 0.12% | 0.43% | 0.77% | Q4 2017 | Q4 2019 | 9 |
Ameritas Investment Company, LLC | 9 | 9 | 0.05% | 0.11% | 0.18% | Q3 2019 | Q3 2021 | 9 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 9 |
Castle Rock Wealth Management, LLC | 6 | 1 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 5 | 4 | 0.01% | 0.13% | 0.32% | Q2 2021 | Q3 2023 | 9 |
Alexandria Capital, LLC | 9 | 9 | 0.09% | 0.16% | 0.21% | Q1 2014 | Q1 2016 | 9 |
Hudock, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.24% | 0.29% | 0.35% | Q3 2021 | Q3 2023 | 9 |
Wealthstream Advisors, Inc. | 8 | 8 | 0.18% | 0.28% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Fulcrum Capital LLC | 8 | 8 | 7.96% | 8.76% | 9.16% | Q2 2020 | Q1 2022 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Stratos Investment Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.22% | 0.23% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Geneva Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 8 |
First Command Bank | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 0.21% | 0.23% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Parsec Financial Management, Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 8 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
MAI Capital Management | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
First PREMIER Bank | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
GoalVest Advisory LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.11% | 0.15% | 0.21% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
GPS Wealth Strategies Group, LLC | 6 | 2 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 8 |
CABANA LLC | 4 | 1 | 0.00% | 2.03% | 5.23% | Q4 2017 | Q4 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 1.50% | 1.73% | 1.88% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.10% | 0.18% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.59% | 0.71% | 0.78% | Q4 2021 | Q3 2023 | 8 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 8 | 8 | 0.02% | 0.05% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Modera Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Global Wealth Management Investment Advisory, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 8 |
HRT FINANCIAL LP | 3 | 1 | 0.02% | 0.06% | 0.14% | Q1 2020 | Q1 2023 | 8 |
SVB WEALTH LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 8 |
KAYS FINANCIAL ADVISORY CORP /ADV | 5 | 3 | 0.15% | 0.19% | 0.22% | Q4 2016 | Q3 2019 | 8 |
Level Financial Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.04% | 1.04% | 1.52% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Eagle Strategies LLC | 8 | 8 | 1.31% | 1.89% | 3.43% | Q4 2021 | Q3 2023 | 8 |
Axiom Advisory, LLC | 8 | 8 | 5.80% | 7.00% | 7.52% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.03% | Q4 2019 | Q3 2021 | 8 |
CJM Wealth Advisers, Ltd. | 8 | 8 | 0.86% | 1.74% | 4.30% | Q4 2021 | Q3 2023 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 4.51% | 4.88% | 6.27% | Q4 2021 | Q3 2023 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 8 |
WEALTHSPAN PARTNERS, LLC | 8 | 8 | 0.31% | 0.37% | 0.55% | Q4 2021 | Q3 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.11% | 0.13% | 0.17% | Q1 2020 | Q4 2021 | 8 |
Von Berge Wealth Management Group, LLC | 8 | 8 | 0.31% | 0.32% | 0.35% | Q4 2021 | Q3 2023 | 8 |
HOWLAND CAPITAL MANAGEMENT LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 8 |
Wealthfront Advisers LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.49% | 3.82% | Q4 2021 | Q3 2023 | 8 |
9258 Wealth Management, LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 8 |
Strategic Equity Management | 8 | 8 | 0.16% | 2.64% | 5.32% | Q4 2020 | Q3 2022 | 8 |
Operose Advisors LLC | 8 | 8 | 4.09% | 5.35% | 6.29% | Q4 2021 | Q3 2023 | 8 |
Integrated Advisors Network LLC | 8 | 8 | 0.02% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.36% | 0.49% | 0.64% | Q4 2021 | Q3 2023 | 8 |
CARL STUART INVESTMENT ADVISOR, INC | 8 | 8 | 2.00% | 3.44% | 9.00% | Q4 2021 | Q3 2023 | 8 |
Cresset Asset Management, LLC | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
StoneX Group Inc. | 6 | 2 | 0.04% | 0.10% | 0.29% | Q1 2019 | Q4 2021 | 8 |
Advanced Asset Management Advisors Inc | 5 | 3 | 0.00% | 1.73% | 3.28% | Q4 2017 | Q2 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.26% | 0.37% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Perkins Coie Trust Co | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 8 |
RMB Capital Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
MBL Wealth, LLC | 7 | 1 | 0.03% | 0.09% | 0.22% | Q1 2021 | Q3 2023 | 8 |
HFG Advisors, Inc. | 8 | 8 | 3.28% | 3.48% | 3.67% | Q4 2021 | Q3 2023 | 8 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2017 | 8 |
Laidlaw Wealth Management LLC | 7 | 1 | 0.08% | 0.09% | 0.12% | Q4 2020 | Q2 2023 | 8 |
Sequoia Wealth Management, LLC | 8 | 8 | 0.23% | 0.48% | 1.20% | Q4 2017 | Q3 2019 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 4 | 4 | 0.10% | 0.15% | 0.22% | Q1 2021 | Q3 2023 | 8 |
CNB Bank | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Family Firm, Inc. | 7 | 1 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q4 2022 | 8 |
Wick Capital Partners, LLC | 8 | 8 | 0.23% | 0.33% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Falcon Wealth Planning | 8 | 8 | 0.08% | 0.23% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 1.24% | 1.47% | 2.12% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
PROFFITT & GOODSON INC | 7 | 1 | 0.00% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.13% | 0.24% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Guidant Wealth Advisors | 4 | 4 | 0.56% | 2.34% | 3.29% | Q3 2016 | Q3 2019 | 8 |
Marion Wealth Management | 8 | 8 | 2.67% | 3.26% | 3.69% | Q4 2021 | Q3 2023 | 8 |
MAS Advisors LLC | 8 | 8 | 1.52% | 2.47% | 3.47% | Q4 2021 | Q3 2023 | 8 |
Clarus Wealth Advisors | 5 | 3 | 0.01% | 0.11% | 0.29% | Q2 2018 | Q2 2022 | 8 |
SEI INVESTMENTS CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 8 |
PSI Advisors, LLC | 6 | 1 | 0.03% | 0.06% | 0.17% | Q4 2019 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.14% | 0.28% | 0.44% | Q4 2021 | Q3 2023 | 8 |
LOWERY THOMAS, LLC | 8 | 8 | 0.15% | 0.52% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Gryphon Financial Partners LLC | 4 | 4 | 0.08% | 0.16% | 0.25% | Q3 2021 | Q3 2023 | 8 |
Galvin, Gaustad & Stein, LLC | 6 | 2 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 8 |
Lloyd Advisory Services, LLC. | 6 | 1 | 0.00% | 0.61% | 1.46% | Q2 2020 | Q1 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2022 | 7 |
Moloney Securities Asset Management, LLC | 4 | 3 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 7 |
Summit Financial Strategies, Inc. | 4 | 3 | 0.04% | 0.10% | 0.17% | Q2 2020 | Q1 2022 | 7 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Cable Hill Partners, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2017 | 7 |
Harborview Advisors, LLC | 7 | 7 | 0.53% | 0.78% | 0.99% | Q1 2020 | Q3 2021 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Towerpoint Wealth, LLC | 6 | 1 | 0.10% | 0.11% | 0.11% | Q3 2019 | Q1 2022 | 7 |
Foresight Wealth Management, LLC | 7 | 7 | 0.14% | 0.39% | 0.73% | Q4 2018 | Q2 2020 | 7 |
IAG Wealth Partners, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 7 |
Capital Advisors Wealth Management, LLC | 4 | 3 | 0.26% | 1.36% | 2.01% | Q1 2021 | Q3 2023 | 7 |
Vickerman Investment Advisors, Inc. | 7 | 7 | 0.14% | 0.52% | 0.98% | Q3 2021 | Q1 2023 | 7 |
Ledge Wealth Management, Inc. | 7 | 7 | 1.52% | 1.99% | 3.39% | Q1 2022 | Q3 2023 | 7 |
Vigilant Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
Cahill Wealth Management, LLC | 7 | 7 | 0.45% | 0.53% | 0.66% | Q1 2022 | Q3 2023 | 7 |
Regal Wealth Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 7 |
Visionary Wealth Advisors | 7 | 7 | 0.28% | 0.45% | 0.64% | Q1 2022 | Q3 2023 | 7 |
Essex Savings Bank | 7 | 7 | 0.18% | 0.21% | 0.30% | Q4 2019 | Q2 2021 | 7 |
TELEMUS CAPITAL, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Private Ocean, LLC | 5 | 2 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 7 |
Starfire Investment Advisers, Inc. | 7 | 7 | 0.14% | 0.22% | 0.27% | Q4 2018 | Q2 2020 | 7 |
FIRST NATIONAL BANK OF OMAHA | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2020 | 7 |
Safeguard Financial, LLC | 7 | 7 | 0.52% | 0.69% | 0.98% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.03% | 0.08% | 0.25% | Q2 2013 | Q4 2014 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Retirement Planning Co of New England, Inc. | 7 | 7 | 0.21% | 0.23% | 0.24% | Q4 2021 | Q2 2023 | 7 |
RELIANCE TRUST CO | 7 | 7 | 0.29% | 0.48% | 0.76% | Q2 2013 | Q4 2014 | 7 |
Column Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 7 |
CPWM, LLC | 5 | 1 | 0.04% | 0.06% | 0.08% | Q3 2015 | Q3 2022 | 7 |
MMA ASSET MANAGEMENT LLC | 7 | 7 | 1.59% | 1.69% | 1.91% | Q1 2022 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.03% | 0.09% | Q4 2020 | Q4 2022 | 7 |
Prostatis Group LLC | 6 | 1 | 0.02% | 0.24% | 0.41% | Q3 2020 | Q2 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Cardinal Strategic Wealth Guidance | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WealthBridge Capital Management, LLC | 4 | 1 | 0.06% | 0.08% | 0.10% | Q4 2018 | Q2 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.14% | 0.15% | 0.16% | Q2 2020 | Q4 2021 | 7 |
Stonebridge Financial Planning Group, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 7 |
Wagner Wealth Management, LLC | 4 | 3 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 7 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 7 |
BOSTON PRIVATE BANK & TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
Blackston Financial Advisory Group, LLC | 7 | 7 | 0.54% | 0.71% | 1.02% | Q4 2021 | Q2 2023 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.07% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
OPPENHEIMER & CO INC | 4 | 3 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 7 |
QUEST CAPITAL MANAGEMENT INC /ADV | 7 | 7 | 0.06% | 0.13% | 0.20% | Q2 2020 | Q4 2021 | 7 |
1832 Asset Management L.P. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Sierra Capital LLC | 7 | 7 | 0.00% | 0.08% | 0.19% | Q1 2022 | Q3 2023 | 7 |
TRUEWEALTH LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 6 |
Field & Main Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NOVARE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2023 | 6 |
Wescott Financial Advisory Group, LLC | 5 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 6 |
GARRISON POINT ADVISORS, LLC | 6 | 6 | 0.16% | 0.18% | 0.18% | Q4 2020 | Q1 2022 | 6 |
Verdence Capital Advisors LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Graypoint LLC | 6 | 6 | 0.03% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Prestige Wealth Management Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
FORT PITT CAPITAL GROUP, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2022 | 6 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 6 |
Willis Johnson & Associates, Inc. | 6 | 6 | 0.11% | 0.25% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Cascade Investment Advisors, Inc. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2023 | 6 |
SIGMA INVESTMENT COUNSELORS INC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Certified Advisory Corp | 6 | 6 | 0.06% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Latitude Advisors, LLC | 3 | 1 | 0.11% | 0.19% | 0.35% | Q4 2020 | Q2 2023 | 6 |
IBEX WEALTH ADVISORS | 4 | 1 | 0.01% | 0.04% | 0.05% | Q4 2016 | Q4 2022 | 6 |
Topel & Distasi Wealth Management, LLC | 5 | 1 | 0.42% | 0.51% | 0.53% | Q4 2021 | Q3 2023 | 6 |
SENTINEL PENSION ADVISORS INC | 4 | 2 | 0.08% | 0.09% | 0.09% | Q3 2020 | Q1 2022 | 6 |
WMG Financial Advisors, LLC | 4 | 2 | 0.16% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 6 |
Bay Harbor Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
UBS AG | 6 | 6 | 0.09% | 0.09% | 0.10% | Q2 2013 | Q3 2014 | 6 |
WASHINGTON TRUST BANK | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Q3 Asset Management | 2 | 1 | 2.20% | 6.11% | 9.08% | Q3 2018 | Q1 2023 | 6 |
Allegis Investment Advisors, LLC | 6 | 6 | 0.08% | 0.37% | 0.67% | Q4 2016 | Q1 2018 | 6 |
Schneider Downs Wealth Management Advisors, LP | 3 | 3 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 6 |
Biltmore Capital Advisors LLC | 6 | 6 | 1.26% | 1.47% | 2.16% | Q3 2020 | Q4 2021 | 6 |
Pensionmark Financial Group, LLC | 6 | 6 | 0.15% | 1.92% | 2.95% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CM WEALTH ADVISORS LLC | 6 | 6 | 0.07% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Capital Directions Investment Advisors, LLC | 5 | 1 | 0.03% | 0.11% | 0.13% | Q3 2018 | Q4 2022 | 6 |
SCOTIA CAPITAL INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Maryland Capital Management | 6 | 6 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q1 2022 | 6 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q3 2014 | Q4 2015 | 6 |
Geneva Partners, LLC | 3 | 1 | 0.10% | 0.17% | 0.38% | Q4 2020 | Q3 2023 | 6 |
TFG Advisers LLC | 5 | 1 | 0.02% | 0.10% | 0.12% | Q4 2019 | Q1 2022 | 6 |
Investors Capital Advisory Services | 5 | 1 | 0.04% | 0.08% | 0.10% | Q3 2013 | Q2 2015 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Stelac Advisory Services LLC | 6 | 6 | 0.08% | 0.09% | 0.11% | Q1 2020 | Q2 2021 | 6 |
HSBC HOLDINGS PLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Kovitz Investment Group Partners, LLC | 6 | 6 | 0.02% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Scott Capital Advisors, LLC | 4 | 2 | 0.09% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 6 |
MOODY NATIONAL BANK TRUST DIVISION | 5 | 1 | 0.07% | 0.14% | 0.18% | Q3 2021 | Q3 2023 | 6 |
Bridgewater Advisors Inc. | 6 | 6 | 0.09% | 0.17% | 0.27% | Q1 2021 | Q2 2022 | 6 |
Homrich & Berg | 6 | 6 | 0.01% | 0.08% | 0.10% | Q2 2020 | Q3 2021 | 6 |
Horrell Capital Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 6 |
Tortoise Investment Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 6 |
VISTA INVESTMENT MANAGEMENT | 6 | 6 | 0.16% | 0.20% | 0.23% | Q3 2020 | Q4 2021 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Pallas Capital Advisors LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.05% | 0.10% | 0.13% | Q2 2018 | Q3 2019 | 6 |
Keel Point, LLC | 6 | 6 | 0.04% | 0.19% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Westbourne Investment Advisors, Inc. | 6 | 6 | 0.09% | 0.10% | 0.13% | Q4 2020 | Q1 2022 | 6 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Capital Bank & Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Lowe Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2017 | 6 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Jackson Hole Capital Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Bouvel Investment Partners, LLC | 5 | 5 | 1.66% | 1.79% | 1.85% | Q3 2022 | Q3 2023 | 5 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q1 2016 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.18% | 0.23% | 0.27% | Q4 2021 | Q4 2022 | 5 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q2 2021 | 5 |
KING LUTHER CAPITAL MANAGEMENT CORP | 5 | 5 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q2 2022 | 5 |
HCR Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
DRW Securities, LLC | 5 | 5 | 0.02% | 0.16% | 0.29% | Q2 2013 | Q2 2014 | 5 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 5 | 5 | 0.90% | 1.22% | 1.86% | Q4 2021 | Q4 2022 | 5 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q1 2023 | 5 |
Greenhouse Wealth Management, LLC | 4 | 1 | 0.13% | 0.63% | 0.77% | Q4 2020 | Q3 2023 | 5 |
DEFINED WEALTH MANAGEMENT, LLC | 5 | 5 | 0.39% | 0.49% | 0.85% | Q4 2020 | Q4 2021 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
CALTON & ASSOCIATES, INC. | 4 | 1 | 0.00% | 0.07% | 0.15% | Q4 2017 | Q3 2021 | 5 |
Landmark Bank | 4 | 1 | 0.06% | 0.14% | 0.16% | Q3 2018 | Q4 2019 | 5 |
COMMUNITY BANK SYSTEM, INC. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 5 |
Advisors Preferred, LLC | 3 | 2 | 0.69% | 1.04% | 1.47% | Q4 2013 | Q2 2015 | 5 |
Opes Wealth Management LLC | 5 | 5 | 2.27% | 2.57% | 2.72% | Q3 2022 | Q3 2023 | 5 |
American Trust | 4 | 1 | 0.01% | 0.04% | 0.13% | Q1 2022 | Q3 2023 | 5 |
ORSER CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.42% | 0.63% | 0.83% | Q1 2021 | Q1 2022 | 5 |
U.S. Capital Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.02% | 0.09% | 0.19% | Q3 2022 | Q3 2023 | 5 |
LOGAN CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q1 2016 | 5 |
Mayfair Advisory Group, LLC | 5 | 5 | 0.46% | 0.52% | 0.59% | Q1 2021 | Q1 2022 | 5 |
Paragon Advisors, LLC | 5 | 5 | 0.12% | 0.70% | 1.53% | Q3 2022 | Q3 2023 | 5 |
Paradigm Financial Partners, LLC | 5 | 5 | 0.11% | 0.17% | 0.24% | Q1 2019 | Q1 2020 | 5 |
HORIZON BANCORP INC /IN/ | 3 | 2 | 0.01% | 0.09% | 0.24% | Q4 2019 | Q3 2023 | 5 |
WBI INVESTMENTS, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 5 |
Lubar & Co., Inc | 5 | 5 | 1.47% | 2.17% | 2.66% | Q2 2015 | Q2 2016 | 5 |
Foundations Investment Advisors, LLC | 2 | 1 | 0.01% | 1.80% | 4.58% | Q2 2018 | Q3 2023 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.57% | 0.62% | 0.67% | Q4 2021 | Q4 2022 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.08% | 0.17% | 0.54% | Q2 2013 | Q2 2021 | 5 |
BBVA USA Bancshares, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 5 |
Csenge Advisory Group | 3 | 1 | 0.00% | 0.06% | 0.08% | Q3 2017 | Q1 2020 | 5 |
Savior LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q4 2020 | 5 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 1 | 0.00% | 0.45% | 2.06% | Q3 2017 | Q2 2019 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Selective Wealth Management, Inc. | 5 | 5 | 0.07% | 0.08% | 0.10% | Q4 2019 | Q4 2020 | 5 |
Leelyn Smith, LLC | 3 | 2 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q1 2021 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Intergy Private Wealth, LLC | 5 | 5 | 0.92% | 1.00% | 1.07% | Q3 2022 | Q3 2023 | 5 |
QP WEALTH MANAGEMENT, LLC | 4 | 1 | 0.33% | 0.82% | 1.23% | Q4 2019 | Q1 2021 | 5 |
1919 Investment Counsel, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Steward Financial Group LLC | 3 | 2 | 0.03% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q4 2017 | 5 |
Morton Brown Family Wealth, LLC | 5 | 5 | 0.28% | 0.34% | 0.43% | Q3 2022 | Q3 2023 | 5 |
G2 CAPITAL MANAGEMENT, LLC / OH | 5 | 5 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q4 2022 | 5 |
Valmark Advisers, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
LITTLE HOUSE CAPITAL LLC | 5 | 5 | 0.70% | 0.87% | 1.21% | Q4 2018 | Q4 2019 | 5 |
Americana Partners, LLC | 4 | 1 | 0.16% | 0.24% | 0.36% | Q4 2021 | Q3 2023 | 5 |
Burns Matteson Capital Management, LLC | 5 | 5 | 0.50% | 1.11% | 1.96% | Q2 2022 | Q2 2023 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q4 2015 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
KANAWHA CAPITAL MANAGEMENT LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.37% | 0.40% | 0.46% | Q3 2022 | Q3 2023 | 5 |
Aaron Wealth Advisors LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
WEST BANCORPORATION INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 4 |
Lido Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 2.78% | 2.93% | 3.07% | Q4 2022 | Q3 2023 | 4 |
Element Wealth, LLC | 4 | 4 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Cypress Capital, LLC | 4 | 4 | 0.39% | 0.44% | 0.46% | Q3 2021 | Q2 2022 | 4 |
FORVIS Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
Paul John Balson | 4 | 4 | 0.08% | 0.10% | 0.12% | Q1 2020 | Q4 2020 | 4 |
Goelzer Investment Management, Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Evergreen Wealth Management, LLC | 4 | 4 | 0.97% | 1.02% | 1.09% | Q4 2022 | Q3 2023 | 4 |
GeoWealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2022 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Capital Planning Advisors, LLC | 3 | 1 | 0.04% | 0.14% | 0.25% | Q2 2018 | Q3 2019 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.00% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Zhang Financial LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q1 2023 | 4 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.55% | 0.59% | 0.63% | Q3 2020 | Q2 2021 | 4 |
Financial Planning & Information Services, Inc. | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Private Portfolio Partners LLC | 2 | 2 | 0.09% | 0.15% | 0.24% | Q1 2019 | Q3 2020 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
RMR Wealth Builders | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 4.05% | 4.69% | 4.96% | Q4 2022 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2017 | Q3 2018 | 4 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q4 2016 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 1.00% | 1.20% | 1.75% | Q4 2018 | Q3 2023 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 0.67% | 0.83% | 0.92% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
Rosenberg Matthew Hamilton | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Arbor Investment Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2021 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Ally Invest Advisors Inc. | 4 | 4 | 0.04% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
CPA Asset Management LLC | 4 | 4 | 0.27% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Financial Designs Corp | 4 | 4 | 3.10% | 3.23% | 3.34% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Mission Creek Capital Partners, Inc. | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
D. SCOTT NEAL, INC. | 3 | 1 | 2.70% | 5.20% | 6.87% | Q2 2020 | Q4 2021 | 4 |
Stewardship Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Braver Wealth Management, LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q1 2016 | Q4 2016 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q1 2022 | Q4 2022 | 4 |
Armor Investment Advisors, LLC | 3 | 1 | 0.09% | 0.11% | 0.12% | Q1 2021 | Q3 2023 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.18% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Gibson Wealth Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2018 | Q3 2019 | 4 |
WealthTrust Fairport, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2018 | 4 |
Bell Rock Capital LLC | 2 | 1 | 0.01% | 0.26% | 0.36% | Q4 2019 | Q3 2022 | 4 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.15% | 0.50% | Q2 2022 | Q2 2023 | 4 |
Fee-Only Financial Planning, L.C. | 4 | 4 | 0.92% | 0.98% | 1.06% | Q4 2022 | Q3 2023 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Harvest Investment Services, LLC | 4 | 4 | 0.12% | 0.13% | 0.13% | Q4 2020 | Q3 2021 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Trellis Advisors, LLC | 4 | 4 | 0.14% | 0.15% | 0.15% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.06% | 0.11% | Q4 2022 | Q3 2023 | 4 |
True North Advisors, LLC | 4 | 4 | 0.09% | 0.26% | 0.46% | Q4 2021 | Q3 2022 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.80% | 0.89% | 1.09% | Q4 2022 | Q3 2023 | 4 |
BRYN MAWR TRUST Co | 2 | 2 | 0.02% | 0.31% | 0.63% | Q3 2018 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.09% | 0.53% | 1.37% | Q4 2022 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.03% | 0.09% | 0.19% | Q1 2021 | Q2 2023 | 4 |
Frisch Financial Group, Inc. | 4 | 4 | 0.47% | 0.78% | 0.95% | Q4 2022 | Q3 2023 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 1.59% | 1.70% | 1.78% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.41% | 0.43% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Fiera Capital Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 4 |
STOCK YARDS BANK & TRUST CO | 4 | 4 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q1 2014 | 4 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
CONGRESS ASSET MANAGEMENT CO /MA | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2022 | 4 |
Brown Advisory Securities, LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q1 2017 | Q4 2017 | 4 |
CEDAR HILL ASSOCIATES, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q3 2017 | Q2 2018 | 4 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2016 | Q3 2017 | 4 |
Hyperion Partners, LLC | 4 | 4 | 5.48% | 5.73% | 5.88% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.10% | 0.13% | 0.19% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2020 | 4 |
Belvedere Trading LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 4 |
DDFG, Inc | 4 | 4 | 0.44% | 0.65% | 0.72% | Q4 2022 | Q3 2023 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 4 | 4 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q2 2017 | 4 |
Edge Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2018 | 4 |
Tyler-Stone Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
CreativeOne Wealth, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 4 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2013 | Q1 2014 | 4 |
BEACON FINANCIAL PLANNING, INC | 4 | 4 | 0.67% | 0.70% | 0.73% | Q4 2022 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 4 |
IEQ CAPITAL, LLC | 4 | 4 | 0.02% | 0.05% | 0.07% | Q4 2019 | Q3 2020 | 4 |
Mach-1 Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 6.88% | 7.18% | 7.47% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.93% | 0.95% | 0.97% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ClearBridge Investments | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
WARNER FINANCIAL, INC | 4 | 4 | 0.28% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
WESPAC Advisors, LLC | 4 | 4 | 0.16% | 0.18% | 0.23% | Q2 2017 | Q1 2018 | 4 |
GAMBLE JONES INVESTMENT COUNSEL | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q2 2018 | 4 |
ACG Wealth | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Powell Investment Advisors, LLC | 4 | 4 | 0.22% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
FWL INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.08% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 4 |
RGT Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.31% | 0.66% | Q4 2021 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
JMAC ENTERPRISES LLC | 4 | 4 | 0.66% | 0.70% | 0.72% | Q2 2022 | Q1 2023 | 4 |
Kernodle & Katon Asset Management Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
Bridgewealth Advisory Group, LLC | 4 | 4 | 0.59% | 0.77% | 0.85% | Q4 2022 | Q3 2023 | 4 |
ARGENT TRUST COMPANY, N.A. | 4 | 4 | 0.11% | 0.18% | 0.26% | Q2 2014 | Q1 2015 | 4 |
COWA, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2023 | 3 |
Summit Financial, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Obsidian Personal Planning Solutions LLC | 3 | 3 | 0.28% | 0.47% | 0.64% | Q1 2023 | Q3 2023 | 3 |
FOSTER & MOTLEY INC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q4 2015 | 3 |
FineMark National Bank & Trust | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 3 |
SOLARIS ASSET MANAGEMENT LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q4 2017 | 3 |
Sepio Capital, LP | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
EWA, LLC | 3 | 3 | 0.26% | 0.29% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.39% | 0.41% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Choate Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TCF National Bank | 3 | 3 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q1 2021 | 3 |
Pinnacle Advisory Group, Inc. | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q1 2021 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.36% | 0.43% | 0.48% | Q1 2023 | Q3 2023 | 3 |
KMG FIDUCIARY PARTNERS, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.06% | 0.21% | 0.43% | Q1 2023 | Q3 2023 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Paracle Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q4 2020 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q2 2022 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.07% | 0.58% | 1.58% | Q4 2017 | Q2 2018 | 3 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 3 |
Kelman-Lazarov, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Quadrant Private Wealth Management, LLC | 3 | 3 | 0.37% | 0.38% | 0.38% | Q4 2022 | Q2 2023 | 3 |
D'Orazio & Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Buckley Wealth Management, LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q4 2019 | 3 |
HORIZON FINANCIAL SERVICES, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
CHANNEL WEALTH LLC | 3 | 3 | 0.17% | 0.20% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q2 2021 | 3 |
BOYS ARNOLD & CO INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.16% | 0.18% | 0.22% | Q1 2023 | Q3 2023 | 3 |
MANCHESTER FINANCIAL INC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q1 2021 | 3 |
Simplicity Wealth,LLC | 3 | 3 | 0.16% | 0.24% | 0.30% | Q4 2021 | Q2 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 3 |
D.B. Root & Company, LLC | 3 | 3 | 0.18% | 0.23% | 0.26% | Q1 2018 | Q3 2018 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Aurora Private Wealth, Inc. | 2 | 1 | 0.08% | 0.14% | 0.23% | Q4 2021 | Q2 2023 | 3 |
USA FINANCIAL FORMULAS | 3 | 3 | 0.04% | 0.09% | 0.19% | Q4 2017 | Q2 2018 | 3 |
Lebenthal Global Advisors, LLC | 3 | 3 | 0.15% | 0.22% | 0.26% | Q4 2020 | Q2 2021 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Wealth Architects, LLC | 2 | 1 | 0.04% | 0.12% | 0.16% | Q3 2015 | Q1 2022 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.55% | 0.57% | 0.60% | Q4 2020 | Q2 2021 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Centerpoint Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 3 |
CHURCHILL MANAGEMENT Corp | 3 | 3 | 2.21% | 2.85% | 3.39% | Q4 2014 | Q2 2015 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q3 2019 | 3 |
Riverview Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
New Capital Management LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Elite Wealth Management, Inc. | 3 | 3 | 0.03% | 0.17% | 0.45% | Q4 2013 | Q2 2014 | 3 |
FundX Investment Group, LLC | 2 | 1 | 0.08% | 1.37% | 3.45% | Q1 2015 | Q4 2021 | 3 |
PFG Investments, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Stephens Consulting, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Quantitative Advantage, LLC | 3 | 3 | 0.48% | 6.90% | 10.25% | Q1 2015 | Q3 2015 | 3 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q2 2018 | Q4 2018 | 3 |
Clear Perspective Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2017 | 3 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.08% | 0.22% | Q4 2017 | Q1 2020 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q2 2018 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TFB Advisors LLC | 3 | 3 | 1.57% | 1.72% | 1.84% | Q4 2022 | Q2 2023 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.02% | 0.08% | 0.18% | Q1 2021 | Q1 2022 | 3 |
THOMPSON DAVIS & CO., INC. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Peak Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Gallacher Capital Management LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
REGENTATLANTIC CAPITAL LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Alaska Wealth Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Good Life Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2019 | Q3 2019 | 3 |
Planned Solutions, Inc. | 2 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q4 2021 | 3 |
Virtue Capital Management, LLC | 2 | 1 | 0.05% | 0.09% | 0.11% | Q4 2017 | Q3 2018 | 3 |
StrategIQ Financial Group, LLC | 3 | 3 | 0.04% | 0.17% | 0.43% | Q1 2022 | Q3 2022 | 3 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 3 |
CASTLE WEALTH MANAGEMENT LLC | 3 | 3 | 0.14% | 0.17% | 0.20% | Q2 2022 | Q4 2022 | 3 |
TOMPKINS FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 3 |
Columbus Macro, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q2 2023 | 2 |
BCR Wealth Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
Winchester Group Inc. | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2013 | Q3 2013 | 2 |
CAHABA WEALTH MANAGEMENT, INC. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Evanson Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Sensible Financial Planning & Management, LLC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2014 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q4 2023 | 2 |
Dakota Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 2 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2023 | 2 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
First Heartland Consultants, Inc. | 1 | 1 | 0.00% | 0.31% | 0.61% | Q2 2013 | Q1 2015 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q4 2021 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q2 2018 | Q3 2018 | 2 |
Phoenix Wealth Advisors | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.23% | 0.35% | 0.47% | Q4 2021 | Q1 2022 | 2 |
Providence Capital Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q4 2018 | 2 |
Lighthouse Financial Advisors, Inc. | 2 | 2 | 0.88% | 0.89% | 0.89% | Q4 2020 | Q1 2021 | 2 |
Main Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
SWAN Capital LLC | 1 | 1 | 9.54% | 9.98% | 10.43% | Q1 2023 | Q3 2023 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 2 |
CADINHA & CO LLC | 2 | 2 | 0.31% | 0.31% | 0.32% | Q2 2018 | Q3 2018 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 2 |
Fund Evaluation Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.26% | 0.26% | 0.27% | Q4 2017 | Q1 2018 | 2 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 2 | 2 | 0.70% | 0.72% | 0.74% | Q2 2022 | Q3 2022 | 2 |
Exchange Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
FIRST COMMUNITY TRUST NA | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Paulson Wealth Management Inc. | 2 | 2 | 0.64% | 0.65% | 0.67% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Douglass Winthrop Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Mill Creek Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Princeton Global Asset Management LLC | 2 | 2 | 0.46% | 0.48% | 0.50% | Q1 2020 | Q2 2020 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.10% | 0.20% | Q4 2014 | Q1 2015 | 2 |
Milestone Advisory Partners | 2 | 2 | 0.20% | 0.21% | 0.21% | Q4 2021 | Q1 2022 | 2 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
Prairie Sky Financial Group LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
RETIREMENT INCOME SOLUTIONS, INC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2022 | Q3 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Motley Fool Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Advisor Resource Council | 1 | 1 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q2 2022 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Integer Wealth Advisors Group LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q1 2021 | 2 |
Pinnacle Family Advisors, LLC | 2 | 2 | 1.44% | 2.34% | 3.25% | Q2 2020 | Q3 2020 | 2 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 2 |
QUANTUM CAPITAL MANAGEMENT | 1 | 1 | 0.16% | 0.37% | 0.58% | Q4 2018 | Q4 2019 | 2 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q1 2014 | 2 |
Friedenthal Financial | 2 | 2 | 0.17% | 0.23% | 0.29% | Q3 2020 | Q4 2020 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
Raleigh Capital Management Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Lake Hills Wealth Management, LLC | 2 | 2 | 0.15% | 0.36% | 0.56% | Q4 2021 | Q1 2022 | 2 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BAILARD, INC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2017 | 2 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.10% | 0.20% | Q2 2017 | Q2 2020 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.53% | 0.57% | 0.60% | Q4 2022 | Q1 2023 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.10% | 0.11% | 0.12% | Q4 2019 | Q4 2021 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
QUALCOMM INC/DE | 2 | 2 | 3.14% | 3.49% | 3.84% | Q2 2013 | Q3 2013 | 2 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 2 |
Laurel Wealth Planning LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Weatherstone Capital Management | 2 | 2 | 0.66% | 1.34% | 2.02% | Q4 2013 | Q1 2014 | 2 |
Orin Green Financial, LLC | 1 | 1 | 0.13% | 0.14% | 0.15% | Q3 2021 | Q1 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 2 |
Jacobus Wealth Management, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2017 | Q3 2017 | 2 |
PrairieView Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 2 | 1.60% | 1.62% | 1.65% | Q4 2021 | Q1 2022 | 2 |
Glovista Investments LLC | 2 | 2 | 0.20% | 0.23% | 0.26% | Q4 2020 | Q1 2021 | 2 |
Pacific Life Fund Advisors LLC | 2 | 2 | 6.19% | 6.57% | 6.94% | Q2 2023 | Q3 2023 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ELEVATUS WELATH MANAGEMENT | 2 | 2 | 0.20% | 5.41% | 10.62% | Q2 2023 | Q3 2023 | 2 |
Tanglewood Wealth Management, Inc. | 2 | 2 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q1 2023 | 2 |
Fusion Family Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Benson Investment Management Company, Inc. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
New England Private Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q2 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.22% | 0.43% | Q3 2017 | Q4 2022 | 2 |
Invesco Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Investors Financial Group, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q4 2021 | 2 |
Waterfront Wealth Inc. | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
DENVER WEALTH MANAGEMENT, INC. | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.26% | 0.52% | Q1 2015 | Q2 2015 | 2 |
F3Logic, LLC | 2 | 2 | 0.45% | 0.56% | 0.68% | Q1 2018 | Q2 2018 | 2 |
WESPAC Advisors SoCal, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
RBO & CO LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
FCG ADVISORS, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Davis Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
MAIRS & POWER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 1.50% | 1.54% | 1.59% | Q4 2021 | Q1 2022 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Vantage Financial Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
EVERETT HARRIS & CO /CA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TORRAY INVESTMENT PARTNERS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Park Edge Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WELCH & FORBES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cooper Financial Group | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 3.95% | 3.95% | 3.95% | Q2 2020 | Q2 2020 | 1 |
Wallace Advisory Group, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2022 | Q4 2022 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2023 | Q1 2023 | 1 |
Ascent Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Howard Capital Management Inc. | 1 | 1 | 13.18% | 13.18% | 13.18% | Q2 2019 | Q2 2019 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Regis Management CO LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Platform Technology Partners | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2023 | Q3 2023 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Derbend Asset Management | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Global Index Advisors Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2014 | Q2 2014 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
REBALANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
HoyleCohen, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Jump Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Wealth CMT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
IRON Financial LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
BRIDGES INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CHARTIST INC /CA/ | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PETERSON WEALTH MANAGEMENT | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Welch Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
GENEVA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Ferris Capital, LLC | 1 | 1 | 2.81% | 2.81% | 2.81% | Q2 2021 | Q2 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Core Alternative Capital | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cadence Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gs Investments, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2017 | Q2 2017 | 1 |
EASTERLY INVESTMENT PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SNOW CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Silver Lake Advisory, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q2 2023 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
ICW Investment Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Biechele Royce Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Financial Avengers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Liberty Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
DOPKINS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Diversified, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CRA Financial Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Integrity Financial Corp /WA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Allspring Global Investments Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
AT Bancorp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Sicart Associates LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
First Long Island Investors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
LVZ, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Sterling Investment Counsel, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2022 | Q3 2022 | 1 |
Leading Edge Financial Planning LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
ALPS ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
RESOLUTE FINANCIAL, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RiverGlades Family Offices LLC | 1 | 1 | 1.85% | 1.85% | 1.85% | Q4 2018 | Q4 2018 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
STRATEGIC CAPITAL ADVISERS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FORTE CAPITAL LLC /ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Investors Research Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Narus Financial Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Eukles Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 2.65% | 2.65% | 2.65% | Q3 2017 | Q3 2017 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Arkos Global Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2015 | Q2 2015 | 1 |
Select Equity Group, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
FULTON BANK, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Accredited Investors Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
QUEST INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
SAWGRASS ASSET MANAGEMENT LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
TRUST CO OF OKLAHOMA | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2017 | Q4 2017 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2023 | Q3 2023 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2021 | Q4 2021 | 1 |
STRATEGIC WEALTH MANAGEMENT INC | 1 | 1 | 2.16% | 2.16% | 2.16% | Q4 2014 | Q4 2014 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q3 2023 | Q3 2023 | 1 |
Brown Miller Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
TCG Advisors, LP | 1 | 1 | 1.65% | 1.65% | 1.65% | Q4 2018 | Q4 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2017 | Q1 2017 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
VALLEY FINANCIAL MANAGEMENT, INC. | 1 | 1 | 3.20% | 3.20% | 3.20% | Q2 2023 | Q2 2023 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2013 | Q3 2013 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Robbie L. Kennerson P.A., Inc. | 1 | 1 | 2.13% | 2.13% | 2.13% | Q4 2022 | Q4 2022 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Chicago Wealth Management, Inc. | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2019 | Q4 2019 | 1 |
Corundum Group, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Watson Rebecca | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Envision Financial Planning, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q3 2023 | Q3 2023 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Client First Capital LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
NICOLET BANKSHARES INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Platte River Wealth Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own VANGUARD INDEX FDS or have owned VANGUARD INDEX FDS in the past.