Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 118 |
HUNTINGTON NATIONAL BANK | 36 | 20 | 0.00% | 0.01% | 0.02% | Q1 2009 | Q3 2023 | 58 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 46 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 44 |
Joel Isaacson & Co., LLC | 44 | 44 | 0.02% | 0.13% | 0.24% | Q4 2012 | Q3 2023 | 44 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.04% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 42 | 42 | 0.05% | 0.51% | 2.17% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.04% | 0.15% | 0.28% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 42 | 42 | 0.03% | 0.41% | 1.17% | Q2 2013 | Q3 2023 | 42 |
Harbour Capital Advisors, LLC | 22 | 8 | 0.44% | 0.71% | 1.24% | Q1 2013 | Q4 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.29% | 0.49% | 0.87% | Q2 2013 | Q3 2023 | 42 |
Ifrah Financial Services, Inc. | 42 | 42 | 2.01% | 2.62% | 3.35% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 41 | 1 | 0.00% | 0.39% | 0.87% | Q4 2012 | Q3 2023 | 42 |
CAPTRUST FINANCIAL ADVISORS | 42 | 42 | 0.01% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 2.52% | 3.20% | 4.29% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.92% | 1.28% | 1.71% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.09% | 0.17% | 0.26% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.07% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.09% | 0.35% | 0.54% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.01% | 0.59% | 2.19% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 21 | 21 | 0.04% | 0.19% | 0.43% | Q1 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
QUEST INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.88% | 1.50% | 2.10% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.03% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.47% | 1.35% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.15% | 0.37% | 0.92% | Q2 2013 | Q3 2023 | 42 |
Busey Bank | 42 | 42 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.25% | 0.46% | 0.66% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.03% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.06% | 0.28% | 0.42% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.03% | 0.89% | 1.80% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.21% | 0.53% | 1.13% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.00% | 0.08% | 0.26% | Q2 2013 | Q4 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.32% | 0.73% | 1.17% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.09% | 0.34% | Q2 2013 | Q3 2023 | 42 |
HYMAN CHARLES D | 42 | 42 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.01% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.15% | 0.36% | Q2 2013 | Q3 2023 | 42 |
HARTLINE INVESTMENT CORP/ | 37 | 4 | 0.18% | 0.49% | 1.20% | Q2 2013 | Q3 2023 | 41 |
BLAIR WILLIAM & CO/IL | 41 | 41 | 0.00% | 0.11% | 0.32% | Q3 2013 | Q3 2023 | 41 |
JPMORGAN CHASE & CO | 36 | 5 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 41 |
BESSEMER GROUP INC | 40 | 1 | 0.00% | 0.11% | 0.71% | Q2 2013 | Q3 2023 | 41 |
Sandy Spring Bank | 38 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
JNBA Financial Advisors | 21 | 20 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.01% | 0.03% | 0.10% | Q3 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.14% | 0.40% | Q4 2013 | Q3 2023 | 41 |
EXENCIAL WEALTH ADVISORS, LLC | 24 | 8 | 0.26% | 0.43% | 0.80% | Q1 2013 | Q3 2023 | 41 |
Cutler Group LLC / CA | 10 | 1 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.03% | 0.08% | 0.34% | Q2 2013 | Q3 2023 | 41 |
ASSOCIATED BANC-CORP | 41 | 41 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.45% | 0.95% | 1.36% | Q3 2013 | Q3 2023 | 41 |
Cetera Advisors LLC | 23 | 18 | 0.02% | 0.09% | 0.34% | Q2 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 30 | 11 | 0.00% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 41 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 34 | 7 | 0.09% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.04% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.05% | 0.20% | 0.34% | Q3 2013 | Q4 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.08% | 0.22% | 0.94% | Q3 2013 | Q3 2023 | 41 |
Avior Wealth Management, LLC | 40 | 40 | 0.47% | 1.04% | 1.89% | Q4 2013 | Q3 2023 | 40 |
BURNEY CO/ | 31 | 9 | 0.01% | 0.09% | 0.32% | Q2 2013 | Q3 2023 | 40 |
Curbstone Financial Management Corp | 40 | 40 | 0.62% | 1.14% | 3.47% | Q1 2014 | Q4 2023 | 40 |
FMR LLC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
COLONY GROUP LLC | 40 | 40 | 0.01% | 0.21% | 1.29% | Q4 2013 | Q3 2023 | 40 |
KEYBANK NATIONAL ASSOCIATION/OH | 40 | 40 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Covington Investment Advisors Inc. | 40 | 40 | 0.11% | 0.25% | 0.44% | Q4 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.00% | 0.41% | 1.10% | Q4 2013 | Q4 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 0.29% | 0.55% | 0.86% | Q4 2013 | Q3 2023 | 40 |
GLENMEDE TRUST CO NA | 20 | 20 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 40 |
ASPIRIANT, LLC | 23 | 1 | 0.04% | 0.08% | 0.24% | Q2 2013 | Q3 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 0.73% | 1.59% | 2.70% | Q4 2013 | Q3 2023 | 40 |
Veritable, L.P. | 40 | 40 | 0.02% | 0.02% | 0.05% | Q3 2013 | Q2 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 19 | 8 | 0.04% | 0.14% | 0.41% | Q2 2013 | Q3 2023 | 40 |
Mariner, LLC | 40 | 40 | 0.01% | 0.07% | 0.12% | Q4 2013 | Q3 2023 | 40 |
TRUST CO OF VERMONT | 33 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
WHITTIER TRUST CO | 33 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
MUFG Americas Holdings Corp | 39 | 39 | 0.00% | 0.16% | 0.67% | Q1 2013 | Q3 2022 | 39 |
BRIGHTON JONES LLC | 26 | 13 | 0.04% | 0.10% | 0.16% | Q3 2013 | Q3 2023 | 39 |
MCMILLION CAPITAL MANAGEMENT INC | 39 | 39 | 2.21% | 4.44% | 6.26% | Q4 2013 | Q2 2023 | 39 |
CHOREO, LLC | 39 | 39 | 0.08% | 3.66% | 7.77% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.05% | 0.09% | Q1 2014 | Q3 2023 | 39 |
COMERICA BANK | 38 | 1 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 39 |
Shoker Investment Counsel, Inc. | 25 | 14 | 0.28% | 0.84% | 1.73% | Q4 2013 | Q3 2023 | 39 |
ARGI Investment Services, LLC | 39 | 39 | 0.09% | 1.15% | 3.55% | Q2 2013 | Q4 2022 | 39 |
Garde Capital, Inc. | 38 | 38 | 0.45% | 1.07% | 2.05% | Q2 2014 | Q3 2023 | 38 |
Citadel Advisors | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
ALLIANCEBERNSTEIN L.P. | 30 | 8 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.10% | 0.88% | 4.91% | Q2 2014 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.07% | 0.13% | 0.64% | Q2 2013 | Q3 2022 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 38 |
Checchi Capital Advisers, LLC | 26 | 12 | 0.02% | 0.10% | 0.37% | Q1 2014 | Q3 2023 | 38 |
PITTENGER & ANDERSON INC | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
OLD NATIONAL BANCORP /IN/ | 31 | 6 | 0.01% | 0.26% | 0.53% | Q1 2014 | Q3 2023 | 37 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 37 | 37 | 0.22% | 1.76% | 3.16% | Q4 2014 | Q4 2023 | 37 |
FC Advisory LLC | 36 | 36 | 2.06% | 3.39% | 4.42% | Q1 2015 | Q4 2023 | 36 |
BALASA DINVERNO & FOLTZ LLC | 36 | 36 | 6.52% | 11.61% | 15.85% | Q4 2013 | Q3 2022 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.02% | 0.05% | 0.15% | Q4 2014 | Q3 2023 | 36 |
INSPIRION WEALTH ADVISORS, LLC | 36 | 36 | 2.50% | 5.08% | 6.70% | Q4 2014 | Q3 2023 | 36 |
BTC Capital Management, Inc. | 21 | 15 | 0.18% | 0.21% | 0.26% | Q3 2014 | Q3 2023 | 36 |
M&T BANK CORP | 21 | 15 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 36 |
CAPITAL MANAGEMENT CORP /VA | 16 | 3 | 0.06% | 0.08% | 0.14% | Q4 2013 | Q2 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.01% | 0.15% | 0.26% | Q4 2014 | Q3 2023 | 36 |
VANGUARD GROUP INC | 34 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.04% | 0.06% | 0.07% | Q4 2014 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.09% | 0.23% | 0.53% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES TRUST N.A. | 36 | 36 | 0.04% | 0.05% | 0.07% | Q4 2014 | Q3 2023 | 36 |
Evanson Asset Management, LLC | 35 | 1 | 0.04% | 0.07% | 0.12% | Q4 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.03% | 0.17% | 0.30% | Q4 2014 | Q3 2023 | 36 |
Cordasco Financial Network | 35 | 35 | 0.03% | 0.17% | 0.96% | Q4 2013 | Q2 2022 | 35 |
Barrett Asset Management, LLC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 35 |
NATIXIS ADVISORS, L.P. | 30 | 5 | 0.01% | 0.33% | 0.60% | Q2 2013 | Q3 2023 | 35 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 1 | 0.01% | 0.13% | 0.35% | Q2 2013 | Q2 2022 | 35 |
FINANCIAL COUNSELORS INC | 28 | 1 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 35 |
Morningstar Investment Services LLC | 35 | 35 | 0.01% | 0.22% | 0.52% | Q2 2013 | Q4 2021 | 35 |
Acropolis Investment Management, LLC | 35 | 35 | 0.09% | 0.15% | 0.36% | Q1 2015 | Q3 2023 | 35 |
Waverly Advisors, LLC | 34 | 34 | 0.05% | 0.39% | 0.62% | Q2 2015 | Q3 2023 | 34 |
SIGNATUREFD, LLC | 23 | 11 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.02% | 0.04% | 0.09% | Q2 2015 | Q3 2023 | 34 |
Summit Financial Strategies, Inc. | 20 | 4 | 5.46% | 9.20% | 11.60% | Q4 2014 | Q3 2023 | 34 |
Sigma Planning Corp | 34 | 34 | 0.02% | 0.04% | 0.22% | Q2 2015 | Q3 2023 | 34 |
BOKF, NA | 25 | 9 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 34 |
MISSION WEALTH MANAGEMENT, LP | 34 | 34 | 0.03% | 0.06% | 0.14% | Q2 2015 | Q3 2023 | 34 |
KWMG, LLC | 34 | 34 | 0.22% | 0.93% | 1.41% | Q2 2015 | Q3 2023 | 34 |
Granite Investment Advisors, LLC | 34 | 34 | 0.07% | 0.25% | 0.53% | Q2 2013 | Q3 2021 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.03% | 0.24% | 0.59% | Q2 2015 | Q3 2023 | 34 |
SPC Financial, Inc. | 16 | 7 | 0.05% | 1.03% | 2.58% | Q3 2013 | Q3 2023 | 33 |
SYNOVUS FINANCIAL CORP | 23 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 33 |
Archford Capital Strategies, LLC | 22 | 2 | 0.00% | 0.50% | 0.99% | Q1 2015 | Q3 2023 | 33 |
FORTE CAPITAL LLC /ADV | 20 | 2 | 0.04% | 1.32% | 5.18% | Q3 2014 | Q3 2023 | 33 |
Advisory Services Network, LLC | 27 | 6 | 0.00% | 0.06% | 0.16% | Q2 2015 | Q3 2023 | 33 |
IndexIQ Advisors LLC | 33 | 33 | 0.01% | 0.83% | 3.11% | Q1 2014 | Q1 2022 | 33 |
SAGE FINANCIAL GROUP INC | 32 | 1 | 0.14% | 1.62% | 2.10% | Q4 2013 | Q3 2023 | 33 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
WRAPMANAGER INC | 32 | 32 | 0.25% | 0.34% | 0.47% | Q4 2015 | Q3 2023 | 32 |
COMMERCE BANK | 31 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.03% | 0.08% | Q1 2016 | Q4 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.05% | 0.31% | 0.77% | Q4 2015 | Q3 2023 | 32 |
Corrigan Financial, Inc. | 32 | 32 | 2.90% | 5.69% | 8.60% | Q4 2015 | Q3 2023 | 32 |
Capital Analysts, LLC | 22 | 10 | 0.00% | 0.04% | 0.26% | Q2 2015 | Q3 2023 | 32 |
OPPENHEIMER & CO INC | 19 | 6 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 32 |
Cohen Klingenstein LLC | 31 | 31 | 0.06% | 0.96% | 3.64% | Q1 2016 | Q3 2023 | 31 |
Opus Capital Group, LLC | 31 | 31 | 0.21% | 0.52% | 1.21% | Q1 2016 | Q3 2023 | 31 |
CUTLER INVESTMENT COUNSEL LLC | 31 | 31 | 0.04% | 0.14% | 0.51% | Q1 2016 | Q3 2023 | 31 |
CWM, LLC | 23 | 8 | 0.00% | 0.08% | 0.20% | Q4 2015 | Q3 2023 | 31 |
McNamara Financial Services, Inc. | 31 | 31 | 0.14% | 0.22% | 0.30% | Q1 2016 | Q3 2023 | 31 |
Gemmer Asset Management LLC | 31 | 31 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q1 2022 | 31 |
NorthRock Partners, LLC | 31 | 31 | 0.03% | 0.07% | 0.14% | Q1 2016 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.17% | 0.24% | 0.34% | Q1 2016 | Q3 2023 | 31 |
SOL Capital Management CO | 29 | 2 | 0.05% | 0.08% | 0.12% | Q1 2015 | Q3 2023 | 31 |
Tower Research Capital LLC (TRC) | 21 | 1 | 0.00% | 0.10% | 1.22% | Q4 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.07% | 0.16% | Q4 2015 | Q3 2023 | 31 |
Frontier Wealth Management LLC | 31 | 31 | 0.01% | 0.24% | 0.72% | Q4 2014 | Q2 2022 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2023 | 31 |
DUBUQUE BANK & TRUST CO | 16 | 3 | 0.00% | 0.42% | 1.19% | Q1 2014 | Q3 2023 | 31 |
Jackson, Grant Investment Advisers, Inc. | 24 | 7 | 0.07% | 0.10% | 0.15% | Q4 2015 | Q3 2023 | 31 |
REILLY FINANCIAL ADVISORS, LLC | 23 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.04% | 0.12% | 0.37% | Q2 2013 | Q3 2020 | 30 |
MOTCO | 18 | 12 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2022 | 30 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.04% | 0.15% | 0.47% | Q2 2016 | Q3 2023 | 30 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 30 | 30 | 0.02% | 0.08% | 0.22% | Q2 2016 | Q3 2023 | 30 |
Family Firm, Inc. | 29 | 1 | 0.10% | 0.20% | 0.28% | Q2 2015 | Q3 2023 | 30 |
TOMPKINS FINANCIAL CORP | 20 | 10 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2023 | 30 |
LifePlan Financial Group, Inc | 30 | 30 | 1.68% | 1.94% | 2.34% | Q2 2013 | Q3 2020 | 30 |
B. Riley Wealth Advisors, Inc. | 15 | 1 | 0.01% | 0.17% | 0.38% | Q2 2013 | Q3 2023 | 30 |
Carnegie Capital Asset Management, LLC | 27 | 2 | 0.02% | 0.05% | 0.08% | Q1 2015 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.03% | 0.19% | Q4 2013 | Q4 2020 | 29 |
People's United Financial, Inc. | 17 | 12 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 29 |
Cornerstone Wealth Management, LLC | 25 | 1 | 0.26% | 0.66% | 2.08% | Q1 2016 | Q3 2023 | 29 |
Ausdal Financial Partners, Inc. | 16 | 1 | 0.08% | 0.20% | 0.36% | Q4 2015 | Q3 2023 | 29 |
Modera Wealth Management, LLC | 29 | 29 | 0.05% | 0.11% | 0.25% | Q3 2016 | Q3 2023 | 29 |
SVA Wealth Management, LLC | 29 | 29 | 0.53% | 1.05% | 3.31% | Q4 2013 | Q4 2020 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.00% | 0.04% | Q3 2013 | Q3 2023 | 29 |
Brinker Capital Investments, LLC | 27 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 29 |
Probity Advisors, Inc. | 18 | 2 | 0.61% | 0.82% | 1.29% | Q2 2016 | Q3 2023 | 28 |
FIRST UNITED BANK & TRUST | 28 | 28 | 0.26% | 0.51% | 0.82% | Q4 2016 | Q3 2023 | 28 |
Cassaday & Co Inc. | 28 | 28 | 0.03% | 0.23% | 2.30% | Q1 2015 | Q4 2021 | 28 |
Plante Moran Financial Advisors, LLC | 27 | 1 | 0.01% | 0.41% | 0.90% | Q4 2013 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.01% | 0.11% | 0.22% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.02% | 0.07% | 0.12% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
MATHER GROUP, LLC. | 28 | 28 | 2.79% | 4.20% | 7.46% | Q4 2016 | Q3 2023 | 28 |
RWA WEALTH PARTNERS, LLC | 28 | 28 | 0.11% | 0.87% | 1.83% | Q4 2016 | Q3 2023 | 28 |
Jentner Corp | 28 | 28 | 13.11% | 19.27% | 25.26% | Q4 2016 | Q3 2023 | 28 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.02% | 0.11% | Q3 2014 | Q3 2023 | 28 |
SIMON QUICK ADVISORS, LLC | 28 | 28 | 0.14% | 0.55% | 0.98% | Q4 2016 | Q3 2023 | 28 |
Financial Architects, Inc | 19 | 4 | 0.02% | 0.04% | 0.09% | Q2 2014 | Q4 2021 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.26% | 0.62% | 1.96% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.12% | 0.33% | 2.44% | Q4 2016 | Q3 2023 | 28 |
REGIONS FINANCIAL CORP | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 27 |
Caprock Group, LLC | 26 | 1 | 0.04% | 0.18% | 1.11% | Q4 2015 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 27 |
FIRST MANHATTAN CO. LLC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Oakworth Capital, Inc. | 27 | 27 | 0.02% | 0.05% | 0.11% | Q4 2013 | Q2 2020 | 27 |
MONETA GROUP INVESTMENT ADVISORS LLC | 26 | 1 | 0.08% | 0.81% | 1.34% | Q1 2015 | Q3 2023 | 27 |
LAZARD ASSET MANAGEMENT LLC | 18 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.03% | 0.12% | 0.31% | Q2 2013 | Q4 2019 | 27 |
Krilogy Financial LLC | 27 | 27 | 0.01% | 0.05% | 0.11% | Q3 2016 | Q1 2023 | 27 |
Moisand Fitzgerald Tamayo, LLC | 25 | 2 | 0.02% | 0.09% | 0.12% | Q4 2015 | Q3 2023 | 27 |
SIGNET FINANCIAL MANAGEMENT, LLC | 18 | 9 | 0.07% | 0.36% | 0.52% | Q4 2016 | Q3 2023 | 27 |
Community Bank, N.A. | 27 | 27 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2022 | 27 |
Ironwood Financial, llc | 23 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2021 | 27 |
Bishop & Co Investment Management, LLC | 27 | 27 | 0.22% | 4.87% | 6.77% | Q1 2017 | Q3 2023 | 27 |
Smithfield Trust Co | 11 | 5 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 26 |
Asset Planning Services, Ltd. | 19 | 7 | 0.08% | 0.13% | 0.20% | Q2 2015 | Q4 2021 | 26 |
PINNACLE FINANCIAL PARTNERS INC | 26 | 26 | 0.15% | 0.38% | 0.63% | Q2 2017 | Q3 2023 | 26 |
Parsec Financial Management, Inc. | 26 | 26 | 0.02% | 0.15% | 0.31% | Q4 2016 | Q1 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.01% | 0.38% | 1.20% | Q4 2016 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
JOHNSON INVESTMENT COUNSEL INC | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
GAMBLE JONES INVESTMENT COUNSEL | 26 | 26 | 0.02% | 0.04% | 0.07% | Q3 2016 | Q4 2022 | 26 |
RKL Wealth Management LLC | 26 | 26 | 0.06% | 0.08% | 0.16% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.14% | 0.28% | 0.57% | Q2 2017 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.00% | 0.05% | 0.18% | Q2 2017 | Q3 2023 | 26 |
Betterment LLC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Kingsview Wealth Management, LLC | 10 | 6 | 0.02% | 0.12% | 0.37% | Q1 2017 | Q3 2023 | 25 |
Whitegate Investment Counselors, Inc. | 9 | 1 | 0.05% | 0.20% | 0.62% | Q1 2014 | Q3 2023 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 1.74% | 5.20% | 6.83% | Q4 2015 | Q4 2021 | 25 |
Norway Savings Bank | 25 | 25 | 0.02% | 0.06% | 0.10% | Q4 2016 | Q4 2022 | 25 |
AE Wealth Management LLC | 25 | 25 | 0.03% | 0.15% | 0.64% | Q3 2017 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.12% | 0.28% | 0.43% | Q2 2017 | Q2 2023 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.04% | 0.09% | 0.17% | Q1 2015 | Q1 2021 | 25 |
STEPHENS INC /AR/ | 22 | 3 | 0.03% | 0.16% | 0.32% | Q2 2013 | Q3 2023 | 25 |
NEXT Financial Group, Inc | 14 | 1 | 0.01% | 0.09% | 0.35% | Q3 2014 | Q4 2021 | 25 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 25 | 25 | 0.16% | 0.33% | 0.62% | Q3 2017 | Q3 2023 | 25 |
FDx Advisors, Inc. | 12 | 2 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 25 |
Carmichael Hill & Associates, Inc. | 24 | 24 | 0.16% | 0.26% | 0.38% | Q4 2017 | Q3 2023 | 24 |
GREENLEAF TRUST | 22 | 2 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q2 2023 | 24 |
SEGALL BRYANT & HAMILL, LLC | 20 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.03% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Regal Investment Advisors LLC | 10 | 1 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 24 |
QS Investors, LLC | 24 | 24 | 0.18% | 0.39% | 0.71% | Q3 2015 | Q2 2021 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.02% | 0.13% | 0.26% | Q4 2017 | Q3 2023 | 24 |
NewEdge Advisors, LLC | 23 | 1 | 0.01% | 0.17% | 0.28% | Q2 2017 | Q3 2023 | 24 |
Towerpoint Wealth, LLC | 24 | 24 | 2.84% | 4.87% | 6.13% | Q4 2017 | Q3 2023 | 24 |
Hochman Cole Investment Advisors, Inc. | 24 | 24 | 0.14% | 0.24% | 0.29% | Q4 2015 | Q3 2021 | 24 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 14 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.09% | 0.11% | 0.13% | Q4 2017 | Q3 2023 | 24 |
BHK Investment Advisors, LLC | 24 | 24 | 6.31% | 8.07% | 9.36% | Q4 2017 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.02% | 0.08% | 0.72% | Q4 2017 | Q3 2023 | 24 |
Brickley Wealth Management | 24 | 24 | 3.16% | 4.04% | 5.66% | Q4 2017 | Q3 2023 | 24 |
Keel Point, LLC | 22 | 2 | 0.03% | 0.18% | 0.93% | Q4 2016 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Wells Trecaso Financial Group, LLC | 24 | 24 | 0.33% | 0.78% | 1.42% | Q4 2017 | Q3 2023 | 24 |
Bernicke Wealth Management, Ltd. | 23 | 23 | 0.38% | 0.75% | 1.66% | Q4 2014 | Q2 2020 | 23 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 6 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2021 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.02% | 0.30% | 0.69% | Q4 2017 | Q3 2023 | 23 |
Royal Fund Management, LLC | 23 | 23 | 0.00% | 0.32% | 0.61% | Q1 2018 | Q3 2023 | 23 |
Tower View Wealth Management LLC | 21 | 2 | 2.24% | 2.71% | 3.70% | Q4 2017 | Q3 2023 | 23 |
Valeo Financial Advisors, LLC | 19 | 4 | 0.01% | 0.02% | 0.07% | Q3 2017 | Q3 2023 | 23 |
BDO Wealth Advisors, LLC | 22 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q2 2023 | 23 |
Jacobi Capital Management LLC | 10 | 6 | 0.00% | 0.02% | 0.08% | Q3 2017 | Q3 2023 | 23 |
Wealthcare Advisory Partners LLC | 23 | 23 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
CIBC Private Wealth Group, LLC | 13 | 10 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 23 |
GRIMES & COMPANY, INC. | 23 | 23 | 0.12% | 0.15% | 0.18% | Q1 2018 | Q3 2023 | 23 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2022 | 23 |
BANK OF HAWAII | 23 | 23 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
HL FINANCIAL SERVICES LLC | 18 | 5 | 0.01% | 0.10% | 0.30% | Q2 2013 | Q1 2019 | 23 |
Aveo Capital Partners, LLC | 11 | 1 | 0.07% | 0.17% | 0.66% | Q3 2017 | Q3 2023 | 23 |
Segment Wealth Management, LLC | 14 | 1 | 0.03% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 23 |
Alexandria Capital, LLC | 7 | 3 | 0.01% | 0.22% | 1.03% | Q4 2014 | Q3 2021 | 23 |
Gradient Investments LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 23 |
Front Row Advisors LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
PLANNING DIRECTIONS INC | 14 | 8 | 0.27% | 0.51% | 0.74% | Q1 2018 | Q3 2023 | 22 |
Murphy, Middleton, Hinkle & Parker, Inc. | 22 | 22 | 0.18% | 0.22% | 0.28% | Q2 2018 | Q3 2023 | 22 |
Johnson Financial Group, Inc. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2022 | 22 |
Mutual Advisors, LLC | 22 | 22 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Hanson & Doremus Investment Management | 21 | 1 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 22 |
CREDIT SUISSE AG/ | 12 | 3 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q2 2019 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
EP Wealth Advisors, LLC | 12 | 1 | 0.02% | 0.25% | 0.73% | Q4 2013 | Q3 2023 | 21 |
Financial Advocates Investment Management | 21 | 21 | 0.08% | 0.12% | 0.45% | Q4 2017 | Q4 2022 | 21 |
Diversified Trust Co | 21 | 21 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q4 2023 | 21 |
B. Riley Wealth Management, Inc. | 9 | 4 | 0.01% | 0.48% | 1.16% | Q1 2014 | Q2 2022 | 21 |
River Wealth Advisors LLC | 18 | 3 | 0.04% | 1.22% | 3.08% | Q2 2018 | Q3 2023 | 21 |
Tradewinds Capital Management, LLC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2023 | 21 |
Starfire Investment Advisers, Inc. | 11 | 10 | 1.20% | 1.34% | 1.56% | Q1 2015 | Q2 2020 | 21 |
Private Ocean, LLC | 19 | 2 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 21 |
Relaxing Retirement Coach | 21 | 21 | 0.47% | 1.00% | 2.38% | Q2 2018 | Q2 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.03% | 0.07% | 0.11% | Q1 2017 | Q3 2023 | 21 |
FIRST INTERSTATE BANK | 20 | 1 | 0.46% | 0.67% | 0.89% | Q3 2015 | Q1 2022 | 21 |
Parallax Volatility Advisers, L.P. | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 21 |
WALLER FINANCIAL PLANNING GROUP, INC | 21 | 21 | 0.21% | 0.55% | 1.17% | Q4 2018 | Q4 2023 | 21 |
Parkside Financial Bank & Trust | 21 | 21 | 0.04% | 0.06% | 0.09% | Q3 2018 | Q3 2023 | 21 |
Members Trust Co | 14 | 2 | 0.64% | 0.79% | 0.96% | Q2 2016 | Q3 2023 | 21 |
SALEM INVESTMENT COUNSELORS INC | 18 | 3 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 21 |
Burleson & Company, LLC | 21 | 21 | 0.19% | 0.40% | 0.70% | Q4 2017 | Q4 2022 | 21 |
Private Portfolio Partners LLC | 20 | 20 | 2.83% | 3.57% | 4.17% | Q4 2018 | Q3 2023 | 20 |
SMITH, MOORE & CO. | 19 | 1 | 0.03% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2020 | 20 |
Ledyard National Bank | 20 | 20 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2018 | 20 |
MAI Capital Management | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.04% | 0.10% | 0.49% | Q4 2018 | Q3 2023 | 20 |
WEALTHSOURCE PARTNERS, LLC | 20 | 20 | 0.04% | 0.07% | 0.13% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2022 | 20 |
Waldron Private Wealth LLC | 20 | 20 | 0.63% | 1.59% | 2.74% | Q4 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.07% | 0.10% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Paradigm Financial Advisors, LLC | 18 | 1 | 0.05% | 1.02% | 4.00% | Q1 2014 | Q4 2021 | 20 |
FAS Wealth Partners, Inc. | 20 | 20 | 0.08% | 0.31% | 0.46% | Q4 2018 | Q3 2023 | 20 |
FRANKLIN RESOURCES INC | 14 | 6 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 20 |
Meridian Wealth Management, LLC | 19 | 1 | 0.06% | 0.09% | 0.12% | Q2 2018 | Q3 2023 | 20 |
BROWN BROTHERS HARRIMAN & CO | 12 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
TPG Financial Advisors, LLC | 20 | 20 | 0.12% | 0.33% | 0.51% | Q4 2018 | Q3 2023 | 20 |
Cornerstone Management, Inc. | 20 | 20 | 1.18% | 1.64% | 2.03% | Q4 2018 | Q3 2023 | 20 |
Global Trust Asset Management, LLC | 16 | 4 | 0.08% | 1.01% | 1.50% | Q4 2017 | Q3 2023 | 20 |
Savant Capital, LLC | 19 | 1 | 0.03% | 0.10% | 0.35% | Q3 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.02% | 0.03% | 0.07% | Q4 2017 | Q4 2022 | 20 |
Prospera Financial Services Inc | 19 | 1 | 0.02% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 20 |
CITIZENS FINANCIAL GROUP INC/RI | 15 | 5 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 20 |
FINANCIAL LIFE ADVISORS | 11 | 9 | 0.10% | 0.57% | 1.22% | Q4 2017 | Q1 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.98% | 2.08% | Q4 2018 | Q3 2023 | 20 |
F3Logic, LLC | 20 | 20 | 0.45% | 2.35% | 3.81% | Q1 2018 | Q4 2022 | 20 |
Winthrop Advisory Group LLC | 18 | 2 | 0.03% | 0.18% | 0.58% | Q4 2017 | Q2 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.02% | 0.07% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Freedom Investment Management, Inc. | 20 | 20 | 0.02% | 0.23% | 0.50% | Q1 2013 | Q4 2017 | 20 |
Black Diamond Financial, LLC | 20 | 20 | 1.07% | 1.63% | 2.32% | Q4 2018 | Q3 2023 | 20 |
Cerity Partners LLC | 20 | 20 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Pasadena Private Wealth, LLC | 20 | 20 | 2.86% | 4.11% | 8.71% | Q4 2018 | Q3 2023 | 20 |
Compton Wealth Advisory Group, LLC | 20 | 20 | 0.32% | 0.78% | 1.46% | Q4 2018 | Q3 2023 | 20 |
Total Wealth Planning, LLC | 20 | 20 | 2.12% | 2.60% | 3.16% | Q4 2018 | Q3 2023 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.06% | 0.17% | 0.31% | Q4 2018 | Q3 2023 | 20 |
MONECO Advisors, LLC | 20 | 20 | 0.30% | 0.60% | 0.93% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.10% | 0.25% | 0.36% | Q4 2018 | Q3 2023 | 20 |
American Financial Advisors, LLC | 20 | 20 | 4.96% | 5.88% | 9.04% | Q4 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.16% | 0.25% | 0.55% | Q4 2018 | Q3 2023 | 20 |
CCG WEALTH MANAGEMENT, LLC | 20 | 20 | 0.22% | 0.35% | 0.56% | Q4 2018 | Q3 2023 | 20 |
THRIVENT FINANCIAL FOR LUTHERANS | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 14 | 5 | 0.00% | 0.04% | 0.19% | Q4 2018 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
BLB&B Advisors, LLC | 11 | 1 | 0.02% | 0.16% | 0.44% | Q2 2013 | Q3 2023 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.06% | 0.17% | 0.52% | Q2 2013 | Q4 2017 | 19 |
Ford Financial Group, LLC | 17 | 2 | 0.29% | 1.53% | 3.03% | Q4 2017 | Q4 2022 | 19 |
Lenox Wealth Advisors, LLC | 18 | 1 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q1 2022 | 19 |
LexAurum Advisors, LLC | 16 | 3 | 0.14% | 0.31% | 0.46% | Q4 2017 | Q3 2023 | 19 |
AllSquare Wealth Management LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
WINTRUST INVESTMENTS LLC | 10 | 9 | 0.03% | 0.20% | 0.48% | Q2 2018 | Q1 2023 | 19 |
DAVENPORT & Co LLC | 18 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.56% | 1.75% | 2.14% | Q4 2017 | Q2 2022 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.06% | 0.10% | 0.13% | Q1 2019 | Q3 2023 | 19 |
Glenview Trust Co | 18 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.03% | 0.19% | 0.41% | Q1 2019 | Q3 2023 | 19 |
Beacon Pointe Advisors, LLC | 19 | 19 | 0.16% | 0.28% | 0.59% | Q1 2019 | Q3 2023 | 19 |
CX Institutional | 19 | 19 | 0.00% | 0.24% | 0.49% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.03% | 0.13% | 0.23% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.06% | 0.12% | 0.21% | Q1 2019 | Q3 2023 | 19 |
CUMBERLAND ADVISORS INC | 13 | 6 | 0.84% | 1.33% | 4.32% | Q2 2017 | Q1 2022 | 19 |
Spearhead Capital Advisors, LLC | 15 | 4 | 1.04% | 3.48% | 4.54% | Q4 2017 | Q3 2022 | 19 |
FLAGSHIP HARBOR ADVISORS, LLC | 12 | 1 | 0.02% | 0.04% | 0.09% | Q1 2017 | Q3 2023 | 19 |
Redhawk Wealth Advisors, Inc. | 19 | 19 | 0.78% | 1.22% | 1.96% | Q3 2018 | Q1 2023 | 19 |
Stratos Wealth Advisors, LLC | 15 | 4 | 0.03% | 0.29% | 1.45% | Q4 2018 | Q3 2023 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.02% | 0.05% | 0.13% | Q1 2019 | Q3 2023 | 19 |
MYCIO WEALTH PARTNERS, LLC | 12 | 1 | 0.00% | 0.06% | 0.10% | Q4 2013 | Q3 2023 | 19 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
BerganKDV Wealth Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 18 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 18 | 18 | 0.90% | 1.00% | 1.21% | Q1 2015 | Q2 2019 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.08% | 0.13% | 0.22% | Q2 2013 | Q3 2017 | 18 |
Evercore Wealth Management, LLC | 12 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 18 |
EATON VANCE MANAGEMENT | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2022 | 18 |
Wealthstreet Investment Advisors, LLC | 18 | 18 | 0.07% | 0.23% | 0.39% | Q4 2017 | Q1 2022 | 18 |
Atria Investments, Inc | 14 | 4 | 0.01% | 0.05% | 0.11% | Q1 2019 | Q3 2023 | 18 |
Sullivan, Bruyette, Speros & Blaney, LLC | 11 | 7 | 0.01% | 0.05% | 0.09% | Q2 2016 | Q1 2021 | 18 |
Simplicity Solutions, LLC | 13 | 1 | 0.02% | 0.19% | 0.52% | Q4 2014 | Q1 2023 | 18 |
Crestwood Advisors Group, LLC | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.06% | 0.09% | 0.16% | Q2 2013 | Q3 2017 | 18 |
Gladstone Institutional Advisory LLC | 13 | 5 | 0.04% | 0.09% | 0.28% | Q4 2018 | Q3 2023 | 18 |
Prime Capital Investment Advisors, LLC | 17 | 1 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 18 |
Alaska Wealth Advisors | 16 | 2 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q3 2017 | 18 |
Sargent Bickham Lagudis LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2022 | 18 |
Tranquility Partners, LLC | 18 | 18 | 0.35% | 0.41% | 0.57% | Q2 2019 | Q3 2023 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2019 | 18 |
BENJAMIN EDWARDS INC | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Independence Advisors, LLC | 18 | 18 | 0.36% | 0.71% | 1.06% | Q2 2016 | Q3 2020 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
TAP Consulting, LLC | 17 | 1 | 0.24% | 0.74% | 2.29% | Q1 2019 | Q3 2023 | 18 |
PLANNING ALTERNATIVES LTD /ADV | 17 | 1 | 0.06% | 0.10% | 0.16% | Q4 2013 | Q2 2018 | 18 |
Bell Rock Capital LLC | 13 | 1 | 0.08% | 0.96% | 14.71% | Q4 2016 | Q3 2022 | 18 |
PRUDENTIAL FINANCIAL INC | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
ERn Financial, LLC | 16 | 2 | 0.14% | 0.26% | 0.63% | Q4 2018 | Q3 2023 | 18 |
Strategic Investment Advisors / MI | 18 | 18 | 0.11% | 0.44% | 1.05% | Q2 2019 | Q3 2023 | 18 |
WP Advisors, LLC | 8 | 4 | 0.17% | 1.68% | 5.48% | Q4 2017 | Q3 2023 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.10% | 0.14% | 0.18% | Q2 2013 | Q3 2017 | 18 |
Csenge Advisory Group | 17 | 1 | 0.00% | 0.11% | 0.22% | Q3 2018 | Q3 2023 | 18 |
Vantage Investment Advisors, LLC | 17 | 17 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q2 2018 | 17 |
Jacobsen Capital Management | 14 | 3 | 3.72% | 4.34% | 5.39% | Q2 2019 | Q3 2023 | 17 |
Taylor Hoffman Wealth Management | 9 | 8 | 0.11% | 0.16% | 0.20% | Q4 2017 | Q1 2022 | 17 |
IFG Advisory, LLC | 15 | 1 | 0.03% | 0.05% | 0.12% | Q1 2019 | Q3 2023 | 17 |
WealthShield Partners, LLC | 9 | 8 | 0.00% | 0.08% | 0.28% | Q4 2017 | Q3 2023 | 17 |
Patriot Financial Group Insurance Agency, LLC | 16 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q2 2022 | 17 |
McAdam, LLC | 14 | 3 | 0.02% | 0.47% | 1.03% | Q1 2018 | Q3 2023 | 17 |
Glassman Wealth Services | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 17 |
Asset Dedication, LLC | 7 | 5 | 0.00% | 0.04% | 0.09% | Q4 2015 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q2 2017 | 17 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
VALLEY WEALTH MANAGERS, INC. | 17 | 17 | 0.03% | 0.15% | 0.22% | Q3 2019 | Q3 2023 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.16% | 0.40% | 0.90% | Q2 2013 | Q3 2023 | 17 |
Wolff Financial Management LLC | 10 | 1 | 1.67% | 3.42% | 4.28% | Q4 2018 | Q3 2023 | 17 |
Carroll Financial Associates, Inc. | 16 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q4 2021 | 17 |
Reynders McVeigh Capital Management, LLC | 17 | 17 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q1 2023 | 17 |
Coe Capital Management, LLC | 5 | 3 | 0.06% | 0.22% | 0.30% | Q4 2015 | Q2 2021 | 17 |
Financial Advisors Network, Inc. | 16 | 1 | 0.72% | 0.85% | 1.05% | Q1 2019 | Q3 2023 | 17 |
SUNTRUST BANKS INC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2019 | 17 |
ROCKLAND TRUST CO | 14 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q1 2022 | 17 |
Carl P. Sherr & Co., LLC | 16 | 16 | 0.36% | 0.51% | 0.63% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.21% | 0.31% | 0.36% | Q2 2013 | Q1 2017 | 16 |
WEBSTER BANK, N. A. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 16 |
1834 INVESTMENT ADVISORS CO | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
CIBC BANK USA | 16 | 16 | 0.05% | 0.07% | 0.08% | Q1 2016 | Q4 2019 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Fiera Capital Corp | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2020 | 16 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 1 | 0.00% | 0.11% | 0.36% | Q1 2017 | Q3 2023 | 16 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.30% | 0.39% | 0.50% | Q4 2019 | Q3 2023 | 16 |
ACG Wealth | 10 | 2 | 0.03% | 0.04% | 0.09% | Q2 2018 | Q3 2022 | 16 |
Perigon Wealth Management, LLC | 14 | 1 | 0.04% | 0.07% | 0.12% | Q3 2011 | Q3 2023 | 16 |
Winch Advisory Services, LLC | 12 | 1 | 0.00% | 0.59% | 2.61% | Q1 2014 | Q2 2020 | 16 |
NORTHERN CAPITAL MANAGEMENT LLC | 16 | 16 | 0.34% | 0.88% | 1.40% | Q1 2015 | Q4 2018 | 16 |
BARCLAYS PLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 16 |
Renaissance Technologies | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 16 |
Sowell Financial Services LLC | 7 | 1 | 0.03% | 0.38% | 5.14% | Q4 2016 | Q1 2023 | 16 |
WealthPLAN Partners, LLC | 8 | 1 | 0.00% | 0.10% | 0.18% | Q2 2015 | Q4 2023 | 16 |
Lido Advisors, LLC | 7 | 4 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 16 |
Klingman & Associates, LLC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Sheaff Brock Investment Advisors, LLC | 16 | 16 | 0.04% | 0.06% | 0.09% | Q4 2015 | Q3 2019 | 16 |
Truvestments Capital LLC | 6 | 1 | 0.00% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.15% | 0.54% | 0.87% | Q3 2018 | Q2 2022 | 16 |
WealthOne, LLC | 12 | 1 | 0.08% | 0.18% | 0.34% | Q4 2018 | Q2 2023 | 16 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 15 | 1 | 0.00% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 16 |
Western Wealth Management, LLC | 8 | 1 | 0.04% | 0.15% | 0.20% | Q4 2018 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 1.72% | 2.61% | 3.45% | Q4 2019 | Q3 2023 | 16 |
Heartwood Wealth Advisors LLC | 16 | 16 | 0.08% | 0.10% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.29% | 0.37% | 0.49% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.23% | 0.28% | 0.35% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Key FInancial Inc | 16 | 16 | 0.17% | 0.34% | 0.73% | Q4 2019 | Q3 2023 | 16 |
Fusion Capital, LLC | 16 | 16 | 0.26% | 0.39% | 0.70% | Q4 2019 | Q3 2023 | 16 |
Regent Peak Wealth Advisors LLC | 16 | 16 | 0.12% | 0.18% | 0.29% | Q4 2019 | Q3 2023 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 0.08% | 0.15% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.15% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.05% | 0.16% | 1.44% | Q4 2019 | Q3 2023 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.13% | 1.04% | 1.57% | Q4 2019 | Q3 2023 | 16 |
Performa Ltd (US), LLC | 15 | 15 | 1.81% | 2.51% | 3.66% | Q1 2020 | Q3 2023 | 15 |
Capital Asset Advisory Services LLC | 12 | 3 | 0.00% | 0.14% | 0.84% | Q4 2016 | Q3 2022 | 15 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 14 | 1 | 0.01% | 0.06% | 0.14% | Q2 2010 | Q3 2023 | 15 |
Linscomb & Williams, Inc. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.05% | 0.09% | Q2 2016 | Q4 2019 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.28% | 0.37% | 0.48% | Q1 2018 | Q2 2023 | 15 |
HC Advisors, LLC | 14 | 1 | 0.22% | 0.27% | 0.35% | Q4 2019 | Q3 2023 | 15 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 14 | 1 | 0.00% | 0.06% | 0.06% | Q2 2013 | Q4 2022 | 15 |
Plancorp, LLC | 9 | 1 | 0.01% | 0.04% | 0.11% | Q3 2018 | Q3 2023 | 15 |
Ellevest, Inc. | 15 | 15 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
SHINE INVESTMENT ADVISORY SERVICES INC | 15 | 15 | 0.09% | 0.16% | 0.21% | Q1 2017 | Q3 2020 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.04% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 15 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.19% | 0.41% | 0.71% | Q4 2016 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.17% | 0.47% | 0.88% | Q2 2013 | Q4 2016 | 15 |
MidWestOne Financial Group, Inc. | 13 | 2 | 0.07% | 0.16% | 0.30% | Q4 2019 | Q3 2023 | 15 |
LEE DANNER & BASS INC | 15 | 15 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Broadleaf Partners, LLC | 15 | 15 | 0.61% | 0.73% | 0.81% | Q1 2018 | Q3 2021 | 15 |
Edmonds Duncan Registered Investment Advisors, LLC | 15 | 15 | 1.49% | 2.42% | 2.88% | Q1 2020 | Q3 2023 | 15 |
BNP PARIBAS FINANCIAL MARKETS | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Connecticut Wealth Management, LLC | 10 | 1 | 0.17% | 0.54% | 0.81% | Q2 2019 | Q3 2023 | 15 |
Verdence Capital Advisors LLC | 13 | 2 | 0.06% | 0.25% | 0.63% | Q3 2019 | Q3 2023 | 15 |
Financial Engines Advisors L.L.C. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Independence Bank of Kentucky | 15 | 15 | 0.01% | 0.09% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Brown Advisory Securities, LLC | 15 | 15 | 0.04% | 0.10% | 0.30% | Q2 2018 | Q4 2021 | 15 |
Cornerstone Advisory, LLC | 15 | 15 | 0.09% | 0.18% | 0.33% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.08% | 0.13% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Curtis Advisory Group, LLC | 14 | 1 | 0.21% | 0.46% | 0.75% | Q4 2019 | Q3 2023 | 15 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 3 | 0.00% | 0.07% | 0.35% | Q2 2013 | Q2 2021 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.93% | 1.29% | 1.82% | Q2 2013 | Q4 2016 | 15 |
TFG Advisers LLC | 14 | 1 | 0.12% | 0.15% | 0.18% | Q4 2019 | Q3 2023 | 15 |
Aptus Capital Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
IFG Advisors, LLC | 15 | 15 | 0.20% | 0.22% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
HNP Capital LLC | 9 | 5 | 0.23% | 0.59% | 0.84% | Q4 2018 | Q2 2022 | 14 |
JFS WEALTH ADVISORS, LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 14 |
RFG Advisory, LLC | 8 | 2 | 0.06% | 0.15% | 0.27% | Q3 2017 | Q3 2023 | 14 |
Northwest Bancshares, Inc. | 14 | 14 | 0.13% | 0.28% | 0.43% | Q2 2020 | Q3 2023 | 14 |
Corient Capital Partners, LLC | 14 | 14 | 0.08% | 0.14% | 0.18% | Q3 2016 | Q4 2019 | 14 |
Summit Financial, LLC | 14 | 14 | 0.08% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Apollon Wealth Management, LLC | 14 | 14 | 0.10% | 0.30% | 0.46% | Q2 2020 | Q3 2023 | 14 |
Gray Wealth Management Inc. | 14 | 14 | 0.10% | 0.16% | 0.20% | Q2 2020 | Q3 2023 | 14 |
MBM Wealth Consultants, LLC | 14 | 14 | 0.11% | 1.01% | 1.89% | Q2 2020 | Q3 2023 | 14 |
Altium Wealth Management LLC | 7 | 3 | 0.02% | 0.05% | 0.13% | Q4 2017 | Q2 2022 | 14 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13 | 1 | 0.02% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 14 |
1776 Wealth LLC | 14 | 14 | 0.23% | 0.32% | 0.53% | Q2 2020 | Q3 2023 | 14 |
PARSONS CAPITAL MANAGEMENT INC/RI | 7 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 14 |
Avantax Planning Partners, Inc. | 9 | 1 | 0.01% | 0.15% | 0.31% | Q1 2018 | Q3 2023 | 14 |
AdvicePeriod, LLC | 12 | 2 | 0.06% | 0.09% | 0.11% | Q4 2017 | Q2 2021 | 14 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 14 |
Costello Asset Management, INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Orion Portfolio Solutions, LLC | 11 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 14 |
USAdvisors Wealth Management, LLC | 14 | 14 | 0.20% | 0.68% | 1.08% | Q2 2020 | Q3 2023 | 14 |
Stonebridge Financial Planning Group, LLC | 11 | 3 | 0.22% | 0.36% | 0.71% | Q4 2019 | Q3 2023 | 14 |
WEDBUSH SECURITIES INC | 8 | 1 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 14 |
Strategic Financial Services, Inc, | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
FIDUCIARY TRUST CO | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 14 |
SENTINEL PENSION ADVISORS INC | 10 | 4 | 0.30% | 0.48% | 0.64% | Q1 2020 | Q3 2023 | 14 |
Ackerman Capital Advisors, LLC | 14 | 14 | 0.91% | 1.13% | 1.34% | Q2 2020 | Q3 2023 | 14 |
Continuum Advisory, LLC | 12 | 2 | 0.09% | 0.14% | 0.19% | Q3 2017 | Q3 2023 | 14 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q2 2018 | 14 |
One Capital Management, LLC | 14 | 14 | 0.02% | 0.11% | 0.25% | Q1 2020 | Q2 2023 | 14 |
Clarus Wealth Advisors | 6 | 3 | 0.06% | 0.49% | 1.17% | Q2 2018 | Q2 2022 | 14 |
Northeast Financial Consultants Inc | 14 | 14 | 0.03% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Praetorian Wealth Management, Inc. | 14 | 14 | 2.96% | 3.26% | 3.63% | Q2 2020 | Q3 2023 | 14 |
PINNACLE ASSOCIATES LTD | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Vigilant Capital Management, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2023 | 14 |
THOMPSON SIEGEL & WALMSLEY LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2020 | 14 |
Kovack Advisors, Inc. | 12 | 2 | 0.03% | 0.06% | 0.18% | Q1 2016 | Q3 2023 | 14 |
One Day In July LLC | 14 | 14 | 1.71% | 3.12% | 3.49% | Q2 2020 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2016 | 14 |
Ziegler Capital Management, LLC | 14 | 14 | 0.02% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
ATWOOD & PALMER INC | 8 | 3 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q1 2022 | 14 |
Provident Wealth Management, LLC | 14 | 14 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BCS Wealth Management | 7 | 1 | 0.25% | 0.34% | 0.44% | Q4 2019 | Q3 2023 | 14 |
Wealth Alliance | 14 | 14 | 0.08% | 0.12% | 0.14% | Q2 2020 | Q3 2023 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.05% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Private Advisory Group LLC | 5 | 4 | 0.04% | 0.16% | 0.48% | Q4 2018 | Q3 2023 | 14 |
Sound View Wealth Advisors Group, LLC | 10 | 1 | 0.03% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 14 |
RAND WEALTH, LLC | 14 | 14 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2016 | 14 |
Procyon Advisors, LLC | 11 | 3 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 14 |
Financial Insights, Inc. | 13 | 1 | 0.22% | 0.49% | 0.78% | Q1 2020 | Q3 2023 | 14 |
NWAM LLC | 12 | 1 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 14 |
Zions Bancorporation | 12 | 1 | 0.10% | 0.13% | 0.20% | Q1 2015 | Q3 2018 | 13 |
Domani Wealth, LLC | 13 | 13 | 0.06% | 0.10% | 0.15% | Q1 2020 | Q1 2023 | 13 |
BALLAST ADVISORS LLC | 13 | 13 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 13 |
Capital Wealth Alliance, LLC | 13 | 13 | 0.24% | 0.58% | 1.00% | Q4 2019 | Q4 2022 | 13 |
Merriman Wealth Management, LLC | 4 | 1 | 0.04% | 0.39% | 0.89% | Q1 2014 | Q1 2021 | 13 |
Mine & Arao Wealth Creation & Management, LLC. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 13 |
SIGMA INVESTMENT COUNSELORS INC | 12 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 13 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 13 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 1 | 0.01% | 0.25% | 0.73% | Q4 2018 | Q3 2023 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.05% | 0.08% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Verus Financial Partners, Inc. | 13 | 13 | 0.03% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Invst, LLC | 13 | 13 | 2.53% | 3.17% | 3.96% | Q3 2020 | Q3 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.14% | 0.20% | 0.28% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.22% | 0.30% | 0.38% | Q3 2020 | Q3 2023 | 13 |
Aspire Private Capital, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 13 |
Lindbrook Capital, LLC | 13 | 13 | 0.00% | 0.07% | 0.19% | Q3 2020 | Q3 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.03% | 0.09% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Wambolt & Associates, LLC | 13 | 13 | 0.24% | 0.47% | 0.77% | Q3 2020 | Q3 2023 | 13 |
Selective Wealth Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Concert Wealth Management Inc. | 11 | 2 | 0.04% | 0.15% | 0.26% | Q2 2013 | Q3 2016 | 13 |
CGN Advisors LLC | 13 | 13 | 0.13% | 0.39% | 0.84% | Q4 2020 | Q4 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.06% | 0.10% | 0.13% | Q2 2013 | Q2 2016 | 13 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 13 | 13 | 0.06% | 0.08% | 0.10% | Q4 2015 | Q4 2018 | 13 |
Versant Capital Management, Inc | 11 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2023 | 13 |
Brookstone Capital Management | 12 | 1 | 0.01% | 0.33% | 0.89% | Q3 2019 | Q3 2023 | 13 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.20% | 0.30% | 0.39% | Q2 2013 | Q2 2016 | 13 |
Arete Wealth Advisors, LLC | 9 | 4 | 0.05% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 13 |
CAHILL FINANCIAL ADVISORS INC | 12 | 1 | 0.09% | 0.14% | 0.20% | Q1 2014 | Q3 2023 | 13 |
Affiance Financial, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
STALEY CAPITAL ADVISERS INC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2022 | 13 |
Kohmann Bosshard Financial Services, LLC | 5 | 1 | 0.04% | 0.06% | 0.10% | Q1 2017 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.06% | 0.10% | 0.20% | Q4 2019 | Q3 2023 | 13 |
Merit Financial Group, LLC | 7 | 1 | 0.04% | 0.13% | 0.32% | Q4 2017 | Q3 2023 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.55% | 3.01% | 5.66% | Q3 2016 | Q3 2019 | 13 |
WBH ADVISORY INC | 10 | 3 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 13 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 1 | 0.01% | 0.32% | 0.49% | Q1 2015 | Q3 2019 | 13 |
Wealthquest Corp | 8 | 5 | 0.06% | 0.07% | 0.10% | Q4 2018 | Q1 2022 | 13 |
Wealthspire Advisors, LLC | 12 | 1 | 0.01% | 0.10% | 0.22% | Q1 2020 | Q3 2023 | 13 |
Sterling Financial Planning, Inc. | 12 | 12 | 0.47% | 0.95% | 1.10% | Q4 2020 | Q3 2023 | 12 |
Fieldpoint Private Securities, LLC | 7 | 5 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q2 2022 | 12 |
Orin Green Financial, LLC | 12 | 12 | 0.28% | 0.47% | 0.82% | Q4 2020 | Q3 2023 | 12 |
CITY HOLDING CO | 12 | 12 | 0.09% | 0.16% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Goepper Burkhardt LLC | 12 | 12 | 0.64% | 0.88% | 1.02% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.03% | 0.44% | 1.02% | Q4 2020 | Q3 2023 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.00% | 0.12% | 0.17% | Q2 2013 | Q1 2016 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 1.30% | 1.45% | 1.65% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Zeit Capital LLC | 12 | 12 | 2.27% | 2.56% | 3.06% | Q4 2020 | Q3 2023 | 12 |
PFG Advisors | 7 | 5 | 0.07% | 0.15% | 0.19% | Q2 2020 | Q3 2023 | 12 |
First Command Financial Services, Inc. | 8 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2023 | 12 |
COMERICA SECURITIES INC | 11 | 1 | 0.04% | 0.10% | 0.16% | Q4 2014 | Q4 2018 | 12 |
COURIER CAPITAL LLC | 12 | 12 | 0.03% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
First Command Bank | 8 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.10% | 0.13% | 0.17% | Q4 2020 | Q3 2023 | 12 |
PARK AVENUE SECURITIES LLC | 8 | 1 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 12 |
Principle Wealth Partners LLC | 12 | 12 | 0.02% | 0.06% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q1 2021 | 12 |
Falcon Wealth Planning | 12 | 12 | 0.26% | 0.34% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Hemington Wealth Management | 12 | 12 | 0.12% | 0.19% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Neuberger Berman Group LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.58% | 0.89% | 1.14% | Q4 2020 | Q3 2023 | 12 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 12 | 12 | 0.05% | 0.17% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.05% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Koshinski Asset Management, Inc. | 12 | 12 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 0.55% | 0.76% | 1.37% | Q4 2020 | Q3 2023 | 12 |
Ten Capital Wealth Advisors, LLC | 12 | 12 | 0.34% | 0.61% | 1.29% | Q3 2020 | Q2 2023 | 12 |
DAVIS R M INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Parkside Advisors LLC | 7 | 5 | 0.07% | 0.12% | 0.19% | Q4 2018 | Q4 2021 | 12 |
West Oak Capital, LLC | 12 | 12 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
US FINANCIAL ADVISORS, LLC | 7 | 5 | 0.01% | 0.59% | 2.95% | Q4 2014 | Q4 2021 | 12 |
RIVERSEDGE ADVISORS, LLC | 9 | 3 | 0.23% | 0.74% | 1.11% | Q2 2019 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.05% | 0.10% | 0.25% | Q4 2020 | Q3 2023 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2019 | Q3 2022 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.22% | 0.37% | 0.85% | Q4 2020 | Q3 2023 | 12 |
Resolute Advisors LLC | 12 | 12 | 0.02% | 0.07% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Arrow Investment Advisors, LLC | 4 | 2 | 1.56% | 4.88% | 13.04% | Q4 2013 | Q3 2018 | 12 |
Biltmore Capital Advisors LLC | 12 | 12 | 0.36% | 1.02% | 1.60% | Q1 2019 | Q4 2021 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.20% | 0.22% | 0.23% | Q4 2018 | Q3 2021 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q1 2019 | 12 |
Richard P Slaughter Associates Inc | 12 | 12 | 0.42% | 0.61% | 0.81% | Q1 2021 | Q4 2023 | 12 |
Laurel Wealth Advisors, Inc. | 10 | 2 | 0.03% | 0.05% | 0.06% | Q3 2018 | Q4 2022 | 12 |
Fullen Financial Group | 12 | 12 | 0.44% | 0.58% | 0.69% | Q2 2020 | Q1 2023 | 12 |
StrategIQ Financial Group, LLC | 12 | 12 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Snowden Capital Advisors LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 12 |
Legacy Wealth Planning, LLC | 12 | 12 | 1.38% | 1.81% | 2.48% | Q4 2019 | Q3 2022 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.33% | 1.37% | 2.22% | Q4 2020 | Q3 2023 | 12 |
St. Louis Trust Co | 12 | 12 | 0.14% | 0.17% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Petix & Botte Co | 8 | 1 | 0.13% | 0.16% | 0.19% | Q4 2019 | Q3 2023 | 12 |
Radnor Financial Advisors, LLC | 12 | 12 | 10.64% | 15.37% | 20.28% | Q4 2019 | Q3 2022 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 0.93% | 1.48% | 2.19% | Q4 2020 | Q3 2023 | 12 |
Advisors Capital Management, LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
PATTON ALBERTSON MILLER GROUP, LLC | 12 | 12 | 0.05% | 0.11% | 0.14% | Q2 2019 | Q1 2022 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.33% | 0.56% | 0.81% | Q4 2020 | Q3 2023 | 12 |
Center For Asset Management LLC | 12 | 12 | 0.75% | 0.87% | 1.03% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.11% | 0.43% | 0.83% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.05% | 0.14% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 0.24% | 0.31% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 0.49% | 0.69% | 1.08% | Q4 2020 | Q3 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 2.47% | 3.19% | 3.85% | Q4 2020 | Q3 2023 | 12 |
Veery Capital, LLC | 12 | 12 | 1.68% | 1.73% | 1.82% | Q4 2020 | Q3 2023 | 12 |
XML Financial, LLC | 10 | 1 | 0.04% | 0.07% | 0.09% | Q4 2019 | Q3 2022 | 11 |
Personal Capital Advisors Corp | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 11 |
Legal & General Group Plc | 7 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 11 |
JAMES INVESTMENT RESEARCH INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 11 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
MTC Wealth Management LLC | 11 | 11 | 0.00% | 1.26% | 1.50% | Q1 2021 | Q3 2023 | 11 |
Belvedere Trading LLC | 3 | 2 | 0.00% | 0.04% | 0.19% | Q2 2021 | Q3 2023 | 11 |
Bison Wealth, LLC | 11 | 11 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q2 2022 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.62% | 0.69% | 0.95% | Q1 2014 | Q1 2017 | 11 |
Covington Capital Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 11 |
Pegasus Partners Ltd. | 11 | 11 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 11 |
GSB Wealth Management, LLC | 11 | 11 | 0.48% | 0.95% | 2.10% | Q1 2021 | Q3 2023 | 11 |
Cascade Investment Advisors, Inc. | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2023 | 11 |
ALERUS FINANCIAL NA | 10 | 1 | 0.03% | 0.09% | 0.11% | Q2 2016 | Q1 2019 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.00% | 0.25% | 0.53% | Q1 2019 | Q3 2021 | 11 |
Mokosak Advisory Group, LLC | 4 | 1 | 0.08% | 0.13% | 0.16% | Q3 2018 | Q1 2022 | 11 |
Belpointe Asset Management LLC | 4 | 2 | 0.00% | 0.07% | 0.33% | Q2 2019 | Q3 2023 | 11 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 11 | 11 | 1.51% | 1.64% | 1.94% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 11 |
Bluesphere Advisors, LLC | 8 | 3 | 0.15% | 0.39% | 0.68% | Q4 2020 | Q3 2023 | 11 |
Keeler Thomas Management LLC | 9 | 2 | 0.11% | 1.36% | 3.84% | Q2 2020 | Q1 2023 | 11 |
BOSTON ADVISORS LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2015 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.09% | 0.15% | 0.38% | Q4 2020 | Q2 2023 | 11 |
Certified Advisory Corp | 10 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2021 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.13% | 0.36% | 0.54% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Financial Planning & Information Services, Inc. | 11 | 11 | 0.10% | 0.90% | 1.42% | Q1 2021 | Q3 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.36% | 0.42% | 0.46% | Q4 2018 | Q2 2021 | 11 |
Cornerstone Wealth Advisors, Inc. | 11 | 11 | 2.01% | 2.86% | 4.06% | Q1 2021 | Q3 2023 | 11 |
IBBOTSON ASSOCIATES INC | 11 | 11 | 0.39% | 2.63% | 4.21% | Q2 2013 | Q4 2015 | 11 |
KENNICOTT CAPITAL MANAGEMENT LLC | 11 | 11 | 0.61% | 0.95% | 1.67% | Q1 2021 | Q3 2023 | 11 |
Capital Advisors Wealth Management, LLC | 11 | 11 | 1.62% | 2.07% | 2.40% | Q1 2021 | Q3 2023 | 11 |
Laidlaw Wealth Management LLC | 7 | 1 | 0.11% | 0.33% | 0.63% | Q4 2019 | Q2 2023 | 11 |
One Charles Private Wealth Services, LLC | 10 | 1 | 0.40% | 0.56% | 0.68% | Q2 2020 | Q3 2023 | 11 |
SIMMONS FIRST TRUST CO NA | 11 | 11 | 0.29% | 0.92% | 1.88% | Q2 2013 | Q4 2015 | 11 |
N.E.W. Advisory Services LLC | 10 | 1 | 0.05% | 0.09% | 0.14% | Q4 2019 | Q3 2022 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Noven Financial Group, Inc. | 9 | 1 | 0.96% | 1.87% | 2.94% | Q1 2014 | Q1 2020 | 11 |
USCA RIA LLC | 5 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2021 | 11 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
PECAUT & CO. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HSBC HOLDINGS PLC | 6 | 4 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
DIVIDEND ASSETS CAPITAL, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2021 | 10 |
Global Financial Private Capital, Inc | 5 | 5 | 0.11% | 0.16% | 0.26% | Q3 2017 | Q2 2020 | 10 |
CONGRESS ASSET MANAGEMENT CO /MA | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 10 |
Halpern Financial, Inc. | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2022 | 10 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 10 |
Advocacy Wealth Management Services, LLC | 5 | 1 | 0.00% | 0.41% | 2.61% | Q2 2013 | Q3 2022 | 10 |
Parcion Private Wealth LLC | 10 | 10 | 0.03% | 1.83% | 4.67% | Q2 2020 | Q3 2022 | 10 |
Southland Equity Partners LLC | 10 | 10 | 0.10% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Summit Trail Advisors, LLC | 10 | 10 | 0.03% | 0.13% | 0.24% | Q2 2020 | Q3 2022 | 10 |
Balentine LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 10 |
IAG Wealth Partners, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Professional Financial Advisors, LLC | 10 | 10 | 0.05% | 0.73% | 1.18% | Q4 2020 | Q1 2023 | 10 |
Capital Square, LLC | 10 | 10 | 0.44% | 0.52% | 0.59% | Q4 2019 | Q1 2022 | 10 |
Hudock, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
WESPAC Advisors, LLC | 5 | 2 | 0.16% | 0.43% | 0.96% | Q3 2013 | Q2 2021 | 10 |
BAHL & GAYNOR INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
PAX Financial Group, LLC | 5 | 1 | 0.05% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
FIRST FINANCIAL CORP /IN/ | 9 | 1 | 0.00% | 0.06% | 0.20% | Q2 2015 | Q3 2023 | 10 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Summer Investments, Inc. | 10 | 10 | 0.02% | 0.23% | 0.51% | Q3 2013 | Q4 2015 | 10 |
Huber Financial Advisors, LLC | 10 | 10 | 0.27% | 0.56% | 0.92% | Q4 2017 | Q1 2020 | 10 |
Bogart Wealth, LLC | 6 | 1 | 0.00% | 0.03% | 0.13% | Q4 2019 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2015 | 10 |
Colonial Trust Advisors | 6 | 4 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 10 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
DFPG INVESTMENTS, LLC | 4 | 2 | 0.05% | 0.14% | 0.22% | Q1 2019 | Q3 2023 | 10 |
BOENNING & SCATTERGOOD, INC. | 10 | 10 | 0.05% | 0.09% | 0.12% | Q3 2020 | Q4 2022 | 10 |
Berman Capital Advisors, LLC | 5 | 4 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Capital Advisory Group Advisory Services, LLC | 9 | 9 | 0.00% | 0.06% | 0.37% | Q3 2019 | Q3 2021 | 9 |
EVERGREEN CAPITAL MANAGEMENT LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
American Money Management, LLC | 9 | 9 | 0.08% | 0.10% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Gryphon Financial Partners LLC | 9 | 9 | 0.10% | 0.18% | 0.29% | Q3 2021 | Q3 2023 | 9 |
JOYN Advisors, Inc. | 9 | 9 | 0.00% | 0.44% | 1.56% | Q1 2018 | Q1 2020 | 9 |
INR ADVISORY SERVICES LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 9 |
First Capital Advisors Group, LLC. | 9 | 9 | 0.25% | 0.40% | 0.69% | Q4 2016 | Q4 2018 | 9 |
Dynamic Advisor Solutions LLC | 8 | 1 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 9 |
Permanens Capital L.P. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2021 | 9 |
CAPITAL WEALTH MANAGEMENT, LLC | 6 | 1 | 0.22% | 0.74% | 1.92% | Q4 2017 | Q4 2021 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Tortoise Investment Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 9 |
M Holdings Securities, Inc. | 4 | 2 | 0.04% | 0.13% | 0.29% | Q3 2014 | Q2 2023 | 9 |
MEEDER ASSET MANAGEMENT INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 9 |
Eidelman Virant Capital | 9 | 9 | 0.19% | 0.26% | 0.45% | Q3 2020 | Q3 2022 | 9 |
Steigerwald, Gordon & Koch Inc. | 9 | 9 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q1 2022 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
FIRST AMERICAN TRUST, FSB | 7 | 2 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 9 |
Bellwether Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Mathes Company, Inc. | 9 | 9 | 0.12% | 0.15% | 0.18% | Q4 2013 | Q4 2015 | 9 |
BANCORPSOUTH INC | 9 | 9 | 0.04% | 0.07% | 0.08% | Q3 2015 | Q3 2017 | 9 |
Thomasville National Bank | 4 | 1 | 0.05% | 0.06% | 0.09% | Q4 2013 | Q4 2017 | 9 |
Tenret Co LLC | 9 | 9 | 2.86% | 3.17% | 3.47% | Q2 2021 | Q2 2023 | 9 |
Pinion Investment Advisors, LLC | 6 | 3 | 0.42% | 0.52% | 0.62% | Q1 2018 | Q4 2020 | 9 |
CHEMICAL BANK | 9 | 9 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q4 2018 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.23% | 0.28% | 0.37% | Q3 2021 | Q3 2023 | 9 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8 | 1 | 0.06% | 0.12% | 0.19% | Q1 2021 | Q3 2023 | 9 |
Trust Co | 9 | 9 | 0.13% | 0.18% | 0.26% | Q3 2021 | Q3 2023 | 9 |
D. SCOTT NEAL, INC. | 6 | 3 | 0.08% | 1.56% | 5.45% | Q4 2015 | Q4 2020 | 9 |
SouthState Corp | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 9 | 9 | 0.12% | 0.43% | 0.78% | Q4 2017 | Q4 2019 | 9 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q4 2021 | 9 |
Good Life Advisors, LLC | 9 | 9 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
TECTONIC ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 4 | 0.06% | 0.95% | 3.75% | Q3 2016 | Q3 2023 | 9 |
Triton Wealth Management, PLLC | 9 | 9 | 0.20% | 0.30% | 0.49% | Q1 2020 | Q1 2022 | 9 |
TOWNSQUARE CAPITAL LLC | 8 | 1 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 9 |
QUEST CAPITAL MANAGEMENT INC /ADV | 5 | 4 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q4 2021 | 9 |
Bromfield Sneider Wealth Advisors | 9 | 9 | 9.20% | 11.74% | 15.51% | Q4 2021 | Q4 2023 | 9 |
Vickerman Investment Advisors, Inc. | 9 | 9 | 0.65% | 1.07% | 1.62% | Q3 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q2 2015 | 9 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2021 | 9 |
Cribstone Capital Management, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2022 | 9 |
Abacus Planning Group, Inc. | 8 | 1 | 0.07% | 0.09% | 0.12% | Q4 2019 | Q1 2022 | 9 |
Crescent Grove Advisors, LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 9 |
Dentgroup LLC | 9 | 9 | 1.54% | 2.00% | 2.85% | Q4 2021 | Q4 2023 | 9 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 9 |
Perfromance Wealth Partners, LLC | 8 | 8 | 1.51% | 1.77% | 1.96% | Q4 2021 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 2.32% | 2.42% | 2.54% | Q4 2021 | Q3 2023 | 8 |
SHELTON WEALTH MANAGEMENT, LLC | 8 | 8 | 2.09% | 2.43% | 2.69% | Q4 2021 | Q3 2023 | 8 |
Bell Bank | 8 | 8 | 0.05% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
MEANS INVESTMENT CO., INC. | 7 | 1 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q2 2023 | 8 |
Heritage Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
City State Bank | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.06% | 0.06% | 0.07% | Q4 2019 | Q3 2021 | 8 |
New Millennium Group LLC | 8 | 8 | 3.99% | 4.85% | 6.04% | Q4 2021 | Q3 2023 | 8 |
G2 CAPITAL MANAGEMENT, LLC / OH | 8 | 8 | 0.22% | 1.05% | 1.35% | Q4 2021 | Q3 2023 | 8 |
Aurora Private Wealth, Inc. | 5 | 1 | 0.11% | 1.72% | 2.42% | Q4 2019 | Q3 2022 | 8 |
Sand Hill Global Advisors, LLC | 8 | 8 | 0.02% | 0.22% | 0.85% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 4.35% | 4.65% | 5.14% | Q4 2021 | Q3 2023 | 8 |
DOPKINS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.35% | 1.61% | 3.14% | Q4 2021 | Q3 2023 | 8 |
RS CRUM INC. | 8 | 8 | 0.80% | 2.24% | 4.03% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.06% | 0.32% | 1.88% | Q4 2021 | Q3 2023 | 8 |
Beaumont Capital Management, LLC | 8 | 8 | 2.36% | 2.69% | 3.22% | Q4 2021 | Q3 2023 | 8 |
U.S. Capital Wealth Advisors, LLC | 6 | 2 | 0.01% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.07% | 0.11% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2022 | 8 |
Axiom Advisory, LLC | 8 | 8 | 3.72% | 4.49% | 4.78% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.03% | 0.09% | Q1 2012 | Q2 2019 | 8 |
Wedmont Private Capital | 8 | 8 | 0.08% | 0.16% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Mascoma Wealth Management LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 8 |
Crestone Asset Management LLC | 6 | 2 | 0.08% | 0.18% | 0.42% | Q4 2015 | Q1 2020 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.10% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
FineMark National Bank & Trust | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2017 | 8 |
Cresset Asset Management, LLC | 8 | 8 | 0.02% | 0.07% | 0.19% | Q4 2021 | Q3 2023 | 8 |
MCF Advisors LLC | 3 | 1 | 0.00% | 0.28% | 1.16% | Q4 2012 | Q3 2023 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 0.41% | 0.58% | 0.64% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PROFFITT & GOODSON INC | 7 | 1 | 0.00% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.35% | 0.43% | 0.67% | Q4 2021 | Q3 2023 | 8 |
FormulaFolio Investments, LLC | 7 | 1 | 0.04% | 0.43% | 0.99% | Q4 2015 | Q2 2021 | 8 |
Prostatis Group LLC | 6 | 1 | 0.06% | 0.29% | 0.43% | Q4 2019 | Q2 2023 | 8 |
Intergy Private Wealth, LLC | 8 | 8 | 0.26% | 0.33% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Farmers & Merchants Trust Co of Chambersburg PA | 5 | 3 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q3 2023 | 8 |
CPWM, LLC | 6 | 2 | 0.03% | 0.08% | 0.10% | Q3 2015 | Q3 2018 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
ECLECTIC ASSOCIATES INC /ADV | 8 | 8 | 0.34% | 0.78% | 1.41% | Q4 2021 | Q3 2023 | 8 |
Wolf Group Capital Advisors | 8 | 8 | 0.16% | 0.21% | 0.30% | Q2 2014 | Q1 2016 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2015 | 8 |
DRAVO BAY LLC | 8 | 8 | 0.84% | 0.89% | 1.00% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.02% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Global Wealth Management Investment Advisory, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
NORTHEAST INVESTMENT MANAGEMENT | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
MAS Advisors LLC | 8 | 8 | 1.28% | 2.11% | 3.16% | Q4 2021 | Q3 2023 | 8 |
Money Design Co.,Ltd. | 4 | 1 | 0.00% | 0.07% | 0.35% | Q3 2017 | Q2 2021 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 1.34% | 1.57% | 1.76% | Q4 2021 | Q3 2023 | 8 |
Polaris Wealth Advisory Group, LLC | 4 | 2 | 0.00% | 0.11% | 0.37% | Q2 2013 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
WEALTHSPAN PARTNERS, LLC | 8 | 8 | 0.16% | 0.25% | 0.48% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Fermata Advisors, LLC | 7 | 1 | 0.22% | 1.20% | 1.80% | Q3 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.10% | 0.95% | 2.19% | Q4 2021 | Q3 2023 | 8 |
HUTCHENS INVESTMENT MANAGEMENT INC | 8 | 8 | 0.00% | 0.29% | 0.36% | Q1 2016 | Q4 2017 | 8 |
Timber Hill LLC | 5 | 1 | 0.01% | 0.06% | 0.25% | Q4 2013 | Q4 2017 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.03% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
CJM Wealth Advisers, Ltd. | 8 | 8 | 1.78% | 2.39% | 4.29% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.92% | 1.05% | 1.27% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.14% | 0.36% | 0.53% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.27% | 0.31% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
SFI Advisors, LLC | 8 | 8 | 1.66% | 2.40% | 2.68% | Q4 2021 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 0.64% | 0.69% | 0.76% | Q4 2021 | Q3 2023 | 8 |
Altavista Wealth Management, Inc. | 8 | 8 | 0.09% | 0.12% | 0.15% | Q1 2020 | Q4 2021 | 8 |
Sequoia Financial Advisors, LLC | 6 | 2 | 0.01% | 0.25% | 0.55% | Q4 2013 | Q1 2022 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.34% | 0.37% | 0.40% | Q4 2021 | Q3 2023 | 8 |
First International Bank & Trust | 8 | 8 | 0.25% | 0.28% | 0.35% | Q4 2021 | Q3 2023 | 8 |
GOFEN & GLOSSBERG LLC /IL/ | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 0.24% | 0.42% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.01% | 0.07% | 0.20% | Q4 2021 | Q3 2023 | 8 |
EVERMAY WEALTH MANAGEMENT LLC | 8 | 8 | 0.00% | 0.12% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Round Rock Advisors, LLC | 8 | 8 | 0.34% | 0.40% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.12% | 0.24% | Q1 2015 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 1.76% | 1.92% | 2.14% | Q4 2021 | Q3 2023 | 8 |
Argent Advisors, Inc. | 7 | 1 | 0.03% | 0.13% | 0.19% | Q4 2019 | Q1 2022 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.04% | 0.18% | 0.23% | Q1 2015 | Q4 2016 | 8 |
Leeward Financial Partners, LLC | 8 | 8 | 0.29% | 1.88% | 2.98% | Q4 2021 | Q3 2023 | 8 |
Unconventional Investor, LLC | 8 | 8 | 0.32% | 0.35% | 0.43% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 1.29% | 1.50% | 1.77% | Q4 2021 | Q3 2023 | 8 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 5 | 3 | 0.10% | 0.32% | 0.61% | Q3 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.01% | 0.07% | 0.14% | Q4 2020 | Q4 2022 | 7 |
O'ROURKE & COMPANY, Inc | 5 | 2 | 0.14% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 7 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.10% | 0.34% | Q1 2014 | Q3 2021 | 7 |
ADVISOR PARTNERS LLC | 7 | 7 | 0.04% | 0.06% | 0.06% | Q4 2020 | Q2 2022 | 7 |
Allegis Investment Advisors, LLC | 5 | 2 | 0.09% | 0.55% | 1.31% | Q4 2015 | Q4 2017 | 7 |
Oak Harvest Investment Services | 7 | 7 | 0.49% | 0.71% | 0.91% | Q4 2020 | Q2 2022 | 7 |
Institute for Wealth Management, LLC. | 6 | 1 | 0.03% | 0.06% | 0.08% | Q4 2019 | Q1 2022 | 7 |
Clear Perspectives Financial Planning, LLC | 7 | 7 | 0.01% | 0.10% | 0.18% | Q4 2020 | Q2 2022 | 7 |
Blackston Financial Advisory Group, LLC | 7 | 7 | 0.48% | 0.64% | 0.92% | Q4 2021 | Q2 2023 | 7 |
Partnervest Advisory Services LLC | 7 | 7 | 0.18% | 0.32% | 0.47% | Q1 2019 | Q3 2020 | 7 |
MERITAGE PORTFOLIO MANAGEMENT | 6 | 1 | 0.02% | 0.06% | 0.08% | Q4 2020 | Q2 2023 | 7 |
Visionary Wealth Advisors | 7 | 7 | 0.28% | 0.30% | 0.33% | Q1 2022 | Q3 2023 | 7 |
SVB WEALTH LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.21% | 0.25% | 0.28% | Q2 2020 | Q4 2021 | 7 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 5 | 1 | 0.00% | 0.34% | 0.86% | Q2 2016 | Q1 2022 | 7 |
Laird Norton Wetherby Wealth Management, LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q1 2019 | 7 |
AMERICAN NATIONAL BANK | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
TOBIAS FINANCIAL ADVISORS, INC. | 6 | 1 | 0.02% | 0.15% | 0.24% | Q4 2019 | Q3 2023 | 7 |
Intellectus Partners, LLC | 4 | 1 | 0.01% | 0.05% | 0.08% | Q2 2018 | Q4 2021 | 7 |
Cardinal Strategic Wealth Guidance | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Mayfair Advisory Group, LLC | 7 | 7 | 0.40% | 0.49% | 0.58% | Q1 2022 | Q3 2023 | 7 |
RELIANCE TRUST CO | 7 | 7 | 0.25% | 0.34% | 0.47% | Q2 2013 | Q4 2014 | 7 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 4 | 3 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 7 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 5 | 1 | 1.23% | 1.38% | 1.90% | Q2 2020 | Q3 2022 | 7 |
NOVARE CAPITAL MANAGEMENT LLC | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Sterling Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 3.81% | 3.96% | 4.07% | Q4 2021 | Q3 2023 | 7 |
Compass Ion Advisors, LLC | 6 | 1 | 0.07% | 0.13% | 0.36% | Q4 2020 | Q3 2023 | 7 |
SkyOak Wealth, LLC | 6 | 1 | 0.17% | 1.50% | 1.93% | Q4 2019 | Q3 2023 | 7 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
D'Orazio & Associates, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2020 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.08% | 0.42% | 0.94% | Q2 2013 | Q4 2014 | 7 |
Firestone Capital Management | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 7 |
TD Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Vision Capital Management, Inc. | 7 | 7 | 0.47% | 2.43% | 2.96% | Q1 2022 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 7 |
Circle Wealth Management, LLC | 7 | 7 | 0.05% | 0.17% | 0.46% | Q1 2021 | Q3 2022 | 7 |
ORSER CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.20% | 0.52% | 0.88% | Q3 2018 | Q1 2022 | 7 |
Ruggie Capital Group | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 7 |
FULLER & THALER ASSET MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2017 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 1.00% | 1.44% | 2.26% | Q4 2021 | Q2 2023 | 7 |
NORTHSTAR WEALTH PARTNERS LLC | 4 | 1 | 0.09% | 0.10% | 0.13% | Q3 2018 | Q3 2020 | 7 |
Eagle Strategies LLC | 5 | 2 | 0.06% | 0.14% | 0.27% | Q4 2021 | Q3 2023 | 7 |
CFO4Life Group, LLC | 4 | 1 | 0.09% | 0.14% | 0.46% | Q3 2017 | Q2 2020 | 7 |
Von Berge Wealth Management Group, LLC | 4 | 3 | 0.18% | 0.20% | 0.24% | Q4 2021 | Q3 2023 | 7 |
Montecito Bank & Trust | 5 | 2 | 0.02% | 0.10% | 0.12% | Q1 2015 | Q4 2016 | 7 |
Rise Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.07% | 0.11% | 0.16% | Q1 2022 | Q4 2023 | 7 |
Patten Group, Inc. | 7 | 7 | 0.01% | 0.04% | 0.06% | Q2 2017 | Q4 2018 | 7 |
Geneva Partners, LLC | 7 | 7 | 0.16% | 0.34% | 0.40% | Q2 2020 | Q4 2021 | 7 |
1832 Asset Management L.P. | 7 | 7 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
CALTON & ASSOCIATES, INC. | 6 | 1 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q3 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
ROPES WEALTH ADVISORS LLC | 4 | 3 | 0.00% | 0.20% | 1.14% | Q2 2019 | Q3 2022 | 7 |
Trilogy Capital Inc. | 4 | 3 | 0.01% | 0.55% | 1.93% | Q1 2018 | Q2 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
DAGCO, INC. | 7 | 7 | 0.16% | 0.29% | 0.43% | Q4 2020 | Q2 2022 | 7 |
Investments & Financial Planning, LLC | 4 | 3 | 0.34% | 0.42% | 0.50% | Q4 2021 | Q3 2023 | 7 |
Investmark Advisory Group LLC | 6 | 1 | 0.15% | 0.42% | 0.58% | Q4 2021 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q2 2022 | 7 |
Safeguard Financial, LLC | 7 | 7 | 0.38% | 2.13% | 3.30% | Q1 2022 | Q3 2023 | 7 |
Golden State Equity Partners | 5 | 2 | 0.11% | 0.15% | 0.21% | Q1 2021 | Q3 2023 | 7 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.05% | 0.05% | 0.06% | Q1 2015 | Q3 2016 | 7 |
Foresight Wealth Management, LLC | 7 | 7 | 0.14% | 0.40% | 0.77% | Q4 2018 | Q2 2020 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Athena Investment Management | 7 | 7 | 0.30% | 0.33% | 0.40% | Q1 2022 | Q3 2023 | 7 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2022 | 7 |
55I, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 7 |
GIRARD SECURITIES, INC. | 7 | 7 | 0.21% | 0.24% | 0.27% | Q4 2015 | Q2 2017 | 7 |
Personal Wealth Partners | 4 | 3 | 0.05% | 0.08% | 0.11% | Q2 2019 | Q3 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
AlphaStar Capital Management, LLC | 7 | 7 | 0.03% | 0.25% | 0.39% | Q3 2020 | Q1 2022 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Triumph Capital Management | 7 | 7 | 0.01% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Providence Capital Advisors, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q1 2020 | 7 |
Harborview Advisors, LLC | 7 | 7 | 0.35% | 0.52% | 0.66% | Q1 2020 | Q3 2021 | 7 |
Strategic Equity Management | 7 | 7 | 0.23% | 2.91% | 5.52% | Q4 2020 | Q2 2022 | 7 |
Rossmore Private Capital | 6 | 1 | 0.03% | 0.05% | 0.13% | Q4 2017 | Q1 2022 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
UBS AG | 6 | 6 | 0.04% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Pensionmark Financial Group, LLC | 6 | 6 | 0.13% | 1.88% | 2.87% | Q2 2022 | Q3 2023 | 6 |
Northstar Group, Inc. | 2 | 2 | 0.10% | 0.12% | 0.15% | Q3 2016 | Q2 2019 | 6 |
Quantitative Advantage, LLC | 4 | 2 | 0.36% | 2.35% | 6.52% | Q3 2013 | Q3 2018 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
CONCORD ASSET MANAGEMENT LLC | 6 | 6 | 2.40% | 2.49% | 2.60% | Q3 2013 | Q4 2014 | 6 |
Laird Norton Wetherby Trust Company, LLC | 6 | 6 | 0.03% | 0.11% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Elite Wealth Management, Inc. | 3 | 1 | 0.03% | 0.72% | 1.80% | Q1 2013 | Q2 2015 | 6 |
WEST BANCORPORATION INC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 6 |
S. R. Schill & Associates | 6 | 6 | 1.10% | 1.65% | 2.10% | Q4 2014 | Q1 2016 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Burt Wealth Advisors | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2017 | Q3 2018 | 6 |
Camarda Financial Advisors, LLC | 4 | 1 | 0.13% | 0.62% | 0.84% | Q2 2013 | Q4 2015 | 6 |
MANAGED ACCOUNT SERVICES INC | 6 | 6 | 0.08% | 0.08% | 0.09% | Q2 2020 | Q3 2021 | 6 |
Wechter Feldman Wealth Management, Inc. | 3 | 3 | 0.18% | 4.41% | 8.85% | Q1 2018 | Q2 2021 | 6 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SUTTON PLACE INVESTORS LLC | 4 | 2 | 0.26% | 0.41% | 0.73% | Q4 2021 | Q3 2023 | 6 |
Echo Wealth Management, LLC | 6 | 6 | 0.26% | 0.31% | 0.34% | Q4 2020 | Q1 2022 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Compass Advisory Group LLC | 6 | 6 | 0.12% | 0.13% | 0.15% | Q2 2022 | Q3 2023 | 6 |
White Lighthouse Investment Management Inc. | 6 | 6 | 0.09% | 0.12% | 0.16% | Q3 2019 | Q4 2020 | 6 |
Barnett & Company, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2017 | 6 |
Angeles Investment Advisors, LLC | 6 | 6 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q4 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WealthTrust Fairport, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2018 | 6 |
Addison Advisors LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 6 |
TWIN CAPITAL MANAGEMENT INC | 6 | 6 | 0.37% | 0.41% | 0.46% | Q2 2013 | Q3 2014 | 6 |
Sound Income Strategies, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Mechanics Bank Trust Department | 6 | 6 | 0.05% | 0.19% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.05% | 0.06% | 0.09% | Q3 2021 | Q4 2022 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 1 | 0.11% | 0.14% | 0.16% | Q2 2018 | Q4 2020 | 6 |
Galvin, Gaustad & Stein, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Narwhal Capital Management | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
RiverFront Investment Group, LLC | 6 | 6 | 0.34% | 0.51% | 1.31% | Q4 2008 | Q1 2010 | 6 |
STEPH & CO | 6 | 6 | 0.08% | 0.26% | 0.39% | Q2 2022 | Q3 2023 | 6 |
Morton Brown Family Wealth, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
GARRISON POINT ADVISORS, LLC | 6 | 6 | 0.15% | 0.17% | 0.18% | Q4 2020 | Q1 2022 | 6 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 6 | 6 | 0.26% | 0.30% | 0.36% | Q2 2022 | Q3 2023 | 6 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.16% | 0.21% | 0.29% | Q4 2020 | Q1 2022 | 6 |
Main Management LLC | 6 | 6 | 0.24% | 0.26% | 0.30% | Q4 2021 | Q1 2023 | 6 |
WIPFLI FINANCIAL ADVISORS LLC, | 5 | 1 | 0.01% | 0.74% | 2.75% | Q4 2020 | Q3 2022 | 6 |
Sageworth Trust Co | 4 | 1 | 0.00% | 0.05% | 0.08% | Q4 2014 | Q1 2021 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.10% | 0.15% | 0.21% | Q2 2013 | Q3 2014 | 6 |
Stone Asset Management Inc. | 6 | 6 | 0.44% | 0.66% | 0.84% | Q4 2021 | Q1 2023 | 6 |
Southern Wealth Management, LLP | 6 | 6 | 0.06% | 0.11% | 0.18% | Q4 2019 | Q1 2021 | 6 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 6 |
Capstone Triton Financial Group, LLC | 6 | 6 | 0.56% | 0.87% | 2.03% | Q4 2020 | Q1 2022 | 6 |
Stelac Advisory Services LLC | 6 | 6 | 0.08% | 0.09% | 0.12% | Q1 2020 | Q2 2021 | 6 |
Sather Financial Group Inc | 6 | 6 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q4 2021 | 6 |
HANCOCK WHITNEY CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Bangor Savings Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Baldwin Investment Management, LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
MV CAPITAL MANAGEMENT, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.02% | 0.11% | 0.17% | Q2 2013 | Q3 2014 | 6 |
Doyle Wealth Management | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 5 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 5 | 5 | 0.03% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Moloney Securities Asset Management, LLC | 4 | 1 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 5 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2016 | 5 |
Bowman & Co S.C. | 5 | 5 | 0.26% | 0.30% | 0.33% | Q3 2022 | Q3 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Rosenberg Matthew Hamilton | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Apeiron RIA LLC | 4 | 1 | 0.06% | 0.12% | 0.15% | Q2 2022 | Q3 2023 | 5 |
Capital Directions Investment Advisors, LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 5 |
Horizon Investment Services, LLC | 4 | 1 | 0.11% | 0.12% | 0.14% | Q2 2021 | Q3 2022 | 5 |
Litman Gregory Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Dorsey & Whitney Trust CO LLC | 3 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2023 | 5 |
Focused Wealth Management, Inc | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2018 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Jackson Hole Capital Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
DEFINED WEALTH MANAGEMENT, LLC | 5 | 5 | 0.35% | 0.39% | 0.54% | Q4 2020 | Q4 2021 | 5 |
TI-TRUST, INC | 3 | 2 | 0.19% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 5 |
PACIFIC FINANCIAL GROUP INC | 4 | 1 | 0.00% | 0.24% | 0.31% | Q1 2019 | Q3 2020 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 5 |
Derbend Asset Management | 5 | 5 | 0.31% | 0.32% | 0.35% | Q3 2022 | Q3 2023 | 5 |
Homrich & Berg | 5 | 5 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2021 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
PGIM Custom Harvest LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 5 |
Parisi Gray Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Element Wealth, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
SCOTIA CAPITAL INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.05% | 0.07% | 0.09% | Q2 2017 | Q1 2021 | 5 |
HCR Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
TCF National Bank | 3 | 2 | 0.02% | 0.06% | 0.12% | Q3 2019 | Q1 2021 | 5 |
FIRST FOUNDATION ADVISORS | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
EPG Wealth Management LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 5 |
Agate Pass Investment Management, LLC | 5 | 5 | 0.19% | 0.20% | 0.20% | Q4 2022 | Q4 2023 | 5 |
BAILARD, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
V Wealth Advisors LLC | 4 | 1 | 0.00% | 0.19% | 0.39% | Q2 2017 | Q4 2020 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q2 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
NVWM, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 1.34% | 1.52% | 1.76% | Q4 2021 | Q4 2022 | 5 |
MOTIVE WEALTH ADVISORS | 5 | 5 | 0.19% | 0.49% | 0.77% | Q2 2021 | Q2 2022 | 5 |
QCI ASSET MANAGEMENT INC/NY | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 5 |
SFMG, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Intrua Financial, LLC | 5 | 5 | 0.06% | 0.09% | 0.11% | Q1 2021 | Q1 2022 | 5 |
Stonehearth Capital Management, LLC | 5 | 5 | 1.26% | 2.37% | 4.03% | Q4 2014 | Q4 2015 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.01% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
SVB Investment Services Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Graypoint LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
RFG HOLDINGS, INC. | 5 | 5 | 3.66% | 4.77% | 6.67% | Q4 2020 | Q4 2021 | 5 |
Moors & Cabot, Inc. | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 5 |
Roundview Capital LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.08% | 0.10% | 0.11% | Q1 2018 | Q1 2019 | 5 |
BBVA USA Bancshares, Inc. | 2 | 1 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q1 2021 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 5 | 1.94% | 2.14% | 2.64% | Q1 2022 | Q1 2023 | 5 |
Fusion Investment Group, LLC | 4 | 1 | 0.01% | 0.06% | 0.11% | Q4 2013 | Q2 2015 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q1 2016 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.20% | 0.25% | 0.28% | Q4 2022 | Q4 2023 | 5 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 5 | 5 | 0.90% | 1.17% | 1.33% | Q3 2016 | Q3 2017 | 5 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q4 2021 | 5 |
WBI INVESTMENTS, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2016 | 5 |
Compagnie Lombard Odier SCmA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 5 | 5 | 0.56% | 0.95% | 1.47% | Q4 2021 | Q4 2022 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q4 2017 | 5 |
Chevy Chase Trust Holdings, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 5 |
Advanced Asset Management Advisors Inc | 5 | 5 | 2.65% | 3.08% | 3.74% | Q4 2017 | Q4 2018 | 5 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 2 | 1 | 0.26% | 0.49% | 1.11% | Q4 2021 | Q4 2023 | 5 |
PDS Planning, Inc | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Mariner Wealth Advisors-Cincinnati, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2018 | 5 |
Blue Edge Capital, LLC | 5 | 5 | 0.67% | 1.49% | 2.48% | Q4 2013 | Q4 2014 | 5 |
Verity Asset Management, Inc. | 4 | 1 | 0.47% | 1.16% | 2.15% | Q1 2022 | Q3 2023 | 5 |
Richard Bernstein Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 5 |
BCGM Wealth Management, LLC | 5 | 5 | 0.15% | 0.26% | 0.32% | Q1 2021 | Q1 2022 | 5 |
Kistler-Tiffany Companies, LLC | 5 | 5 | 0.02% | 0.05% | 0.07% | Q2 2022 | Q2 2023 | 5 |
TRANSCEND CAPITAL ADVISORS, LLC | 5 | 5 | 0.05% | 0.08% | 0.11% | Q3 2022 | Q3 2023 | 5 |
REDW Wealth LLC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q4 2021 | 5 |
LS Investment Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 5 |
Worth Asset Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q2 2021 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.20% | 0.24% | 0.28% | Q4 2021 | Q4 2022 | 5 |
JANICZEK WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 4 |
Horizon Investments, LLC | 4 | 4 | 1.47% | 3.58% | 6.65% | Q3 2016 | Q2 2017 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
USA FINANCIAL FORMULAS | 4 | 4 | 0.19% | 0.21% | 0.23% | Q1 2018 | Q4 2018 | 4 |
Maryland Capital Management | 3 | 1 | 0.03% | 0.10% | 0.12% | Q4 2013 | Q2 2021 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.56% | 0.58% | 0.59% | Q4 2022 | Q3 2023 | 4 |
ClearBridge Investments | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 1.70% | 2.52% | 3.19% | Q4 2022 | Q3 2023 | 4 |
BNC WEALTH MANAGEMENT, LLC | 3 | 1 | 0.04% | 0.13% | 0.20% | Q3 2020 | Q1 2022 | 4 |
True North Advisors, LLC | 4 | 4 | 0.04% | 0.11% | 0.18% | Q4 2021 | Q3 2022 | 4 |
BKS ADVISORS, LLC | 4 | 4 | 1.55% | 1.60% | 1.68% | Q3 2017 | Q2 2018 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.15% | 0.42% | 0.55% | Q4 2019 | Q3 2020 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 1.65% | 1.71% | 1.76% | Q4 2022 | Q3 2023 | 4 |
Essex Savings Bank | 4 | 4 | 0.10% | 0.13% | 0.15% | Q4 2018 | Q3 2019 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Paul John Balson | 4 | 4 | 0.07% | 0.13% | 0.21% | Q1 2020 | Q4 2020 | 4 |
Beacon Pointe Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.51% | 0.87% | Q1 2019 | Q4 2019 | 4 |
Gibson Wealth Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
PRW Wealth Management LLC | 2 | 2 | 0.08% | 0.75% | 1.97% | Q4 2018 | Q1 2022 | 4 |
First Allied Asset Management, Inc. | 4 | 4 | 0.48% | 0.56% | 0.60% | Q2 2013 | Q1 2014 | 4 |
B. Riley Financial, Inc. | 4 | 4 | 0.15% | 0.17% | 0.20% | Q3 2017 | Q2 2018 | 4 |
CreativeOne Wealth, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
GeoWealth Management, LLC | 2 | 2 | 0.01% | 0.16% | 0.58% | Q3 2020 | Q4 2021 | 4 |
ISLAY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Systelligence, LLC | 4 | 4 | 0.35% | 0.69% | 1.37% | Q2 2020 | Q1 2021 | 4 |
Clarkston Capital Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
WHITTIER TRUST CO OF NEVADA INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Stewardship Advisors, LLC | 4 | 4 | 2.83% | 2.92% | 3.12% | Q1 2022 | Q4 2022 | 4 |
Grove Bank & Trust | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Q3 Asset Management | 3 | 1 | 1.00% | 6.18% | 8.55% | Q1 2018 | Q1 2019 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Mach-1 Financial Group, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Braver Wealth Management, LLC | 4 | 4 | 0.24% | 0.28% | 0.35% | Q1 2016 | Q4 2016 | 4 |
BSW Wealth Partners | 4 | 4 | 0.28% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Salomon & Ludwin, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
SIENA CAPITAL LLC | 4 | 4 | 0.28% | 0.31% | 0.35% | Q4 2021 | Q3 2022 | 4 |
Edge Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2018 | 4 |
Truepoint, Inc. | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 8.42% | 8.74% | 9.34% | Q4 2022 | Q3 2023 | 4 |
ETRADE Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
WoodTrust Financial Corp | 3 | 1 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 4 |
MA Private Wealth | 4 | 4 | 0.20% | 0.38% | 0.56% | Q4 2018 | Q3 2019 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.63% | 0.71% | 0.95% | Q4 2018 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.01% | 0.09% | 0.33% | Q4 2022 | Q3 2023 | 4 |
My Legacy Advisors, LLC | 4 | 4 | 0.10% | 0.15% | 0.23% | Q1 2022 | Q4 2022 | 4 |
Strategic Wealth Partners, Ltd. | 3 | 1 | 0.00% | 0.05% | 0.08% | Q1 2018 | Q4 2022 | 4 |
CIBC WORLD MARKET INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 4.96% | 5.13% | 5.27% | Q4 2022 | Q3 2023 | 4 |
Ally Invest Advisors Inc. | 4 | 4 | 0.03% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
JMG Financial Group, Ltd. | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q1 2020 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 2.26% | 2.85% | 3.09% | Q4 2022 | Q3 2023 | 4 |
REBALANCE, LLC | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Meridian Wealth Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Leucadia National | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MY Wealth Management Inc. | 4 | 4 | 2.92% | 3.56% | 5.15% | Q4 2021 | Q3 2022 | 4 |
Pinnacle Financial Group, LLC / IL | 4 | 4 | 0.50% | 0.55% | 0.58% | Q4 2022 | Q3 2023 | 4 |
HOWE & RUSLING INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.42% | 0.47% | 0.57% | Q4 2022 | Q3 2023 | 4 |
SAXON INTERESTS, INC. | 3 | 1 | 0.11% | 0.15% | 0.18% | Q4 2021 | Q2 2023 | 4 |
Essential Planning, LLC. | 4 | 4 | 2.16% | 2.28% | 2.36% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 4.28% | 4.59% | 5.29% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Savior LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2021 | 4 |
Schechter Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 4 |
Fee-Only Financial Planning, L.C. | 4 | 4 | 5.38% | 5.40% | 5.43% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Evergreen Wealth Management, LLC | 4 | 4 | 1.32% | 1.92% | 2.26% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MACKENZIE FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.06% | 0.11% | 0.16% | Q2 2022 | Q1 2023 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 1.08% | 1.11% | 1.14% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q2 2018 | 4 |
Retirement Investment Advisors, Inc. | 4 | 4 | 1.06% | 1.33% | 1.50% | Q4 2022 | Q3 2023 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q2 2022 | 4 |
Regal Wealth Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
KING LUTHER CAPITAL MANAGEMENT CORP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.12% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
THOMPSON DAVIS & CO., INC. | 4 | 4 | 0.15% | 0.18% | 0.19% | Q4 2017 | Q3 2018 | 4 |
Kissinger Financial Services LLC | 4 | 4 | 2.70% | 2.76% | 2.80% | Q3 2016 | Q2 2017 | 4 |
ARGENT TRUST COMPANY, N.A. | 4 | 4 | 0.53% | 0.68% | 0.86% | Q2 2014 | Q1 2015 | 4 |
Syverson Strege & Co | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Mission Creek Capital Partners, Inc. | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Karpus Management, Inc. | 4 | 4 | 0.18% | 0.35% | 0.67% | Q2 2020 | Q1 2021 | 4 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 4 | 4 | 0.21% | 0.23% | 0.24% | Q2 2020 | Q1 2021 | 4 |
LGL PARTNERS, LLC | 4 | 4 | 0.05% | 0.10% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q2 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
CVA Family Office, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Hefty Wealth Partners | 4 | 4 | 0.01% | 0.04% | 0.05% | Q4 2015 | Q3 2016 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.03% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Well Done, LLC | 1 | 1 | 0.00% | 0.09% | 0.28% | Q1 2018 | Q4 2022 | 4 |
Stearns Financial Services Group | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 4 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Houlihan Financial Resource Group, Ltd. | 3 | 1 | 0.22% | 0.27% | 0.28% | Q3 2022 | Q3 2023 | 4 |
TRUE Private Wealth Advisors | 2 | 1 | 0.01% | 0.05% | 0.10% | Q2 2018 | Q4 2019 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.15% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.06% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.26% | 0.30% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Goodwin Investment Advisory | 4 | 4 | 0.01% | 0.04% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Oxler Private Wealth LLC | 2 | 1 | 0.00% | 0.03% | 0.09% | Q4 2020 | Q3 2022 | 3 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
ING GROEP NV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q4 2023 | 3 |
CHATHAM CAPITAL GROUP, INC. | 3 | 3 | 0.10% | 0.11% | 0.11% | Q2 2013 | Q4 2013 | 3 |
MONETARY MANAGEMENT GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 3 |
STEEL GROVE CAPITAL ADVISORS, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q2 2018 | Q4 2018 | 3 |
UNITED BANK | 3 | 3 | 0.04% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
FRONTIER INVESTMENT MGMT CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.06% | 0.09% | 0.13% | Q1 2015 | Q3 2015 | 3 |
FORVIS Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 3 |
EMORY UNIVERSITY | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2011 | Q4 2011 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.14% | 0.23% | 0.40% | Q1 2021 | Q4 2021 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
ROCKY MOUNTAIN ADVISERS, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Perkins Coie Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Wharton Business Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q2 2014 | 3 |
WEALTHFRONT Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 1.06% | 1.07% | 1.08% | Q1 2023 | Q3 2023 | 3 |
Holloway Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Windsor Capital Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Column Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.09% | 0.14% | 0.17% | Q2 2019 | Q1 2020 | 3 |
Jolley Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 3 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2023 | 3 |
Arbor Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
CWH Capital Management, Inc. | 3 | 3 | 4.33% | 4.61% | 5.10% | Q2 2020 | Q4 2020 | 3 |
Advisors Preferred, LLC | 2 | 1 | 1.44% | 2.03% | 3.05% | Q4 2013 | Q3 2016 | 3 |
Tarbox Family Office, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Bridgewater Advisors Inc. | 3 | 3 | 0.23% | 0.25% | 0.27% | Q4 2013 | Q2 2014 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2015 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Stuart Chaussee & Associates, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Gerber Kawasaki Wealth & Investment Management | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
CWA Asset Management Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
WESPAC Advisors SoCal, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2019 | 3 |
Capital One Investing, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2019 | Q3 2019 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q1 2017 | 3 |
Strategic Wealth Partners Group, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q3 2021 | 3 |
CABANA LLC | 1 | 1 | 0.00% | 3.84% | 9.99% | Q4 2019 | Q4 2021 | 3 |
Armor Investment Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Faithward Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Fusion Family Wealth LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2021 | 3 |
TFO Wealth Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 3 |
Founders Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q3 2018 | 3 |
Wagner Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Vigilare Wealth Management | 3 | 3 | 0.13% | 0.14% | 0.14% | Q2 2021 | Q4 2021 | 3 |
Resource Management, LLC | 3 | 3 | 0.14% | 0.16% | 0.17% | Q2 2021 | Q4 2021 | 3 |
Howard Capital Management Inc. | 2 | 1 | 0.36% | 3.61% | 9.79% | Q4 2017 | Q4 2019 | 3 |
Clearshares LLC | 3 | 3 | 0.51% | 0.93% | 1.27% | Q1 2018 | Q3 2018 | 3 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 2.76% | 8.25% | Q2 2020 | Q3 2023 | 3 |
Strategic Wealth Management Group, LLC | 3 | 3 | 0.33% | 0.34% | 0.35% | Q4 2020 | Q2 2021 | 3 |
Oxinas Partners Wealth Management LLC | 3 | 3 | 1.63% | 1.97% | 2.30% | Q1 2021 | Q3 2021 | 3 |
Allred Capital Management, LLC | 2 | 1 | 0.09% | 0.09% | 0.10% | Q4 2019 | Q2 2021 | 3 |
Paradigm Financial Partners, LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q2 2019 | Q4 2019 | 3 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q2 2021 | 3 |
Core Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.12% | 0.18% | Q1 2021 | Q2 2023 | 3 |
Oldfather Financial Services, LLC | 2 | 1 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 3 |
OneAscent Financial Services LLC | 2 | 1 | 0.28% | 0.33% | 0.36% | Q2 2022 | Q3 2023 | 3 |
Legend Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q2 2021 | 3 |
tru Independence LLC | 1 | 1 | 0.00% | 0.13% | 0.21% | Q4 2019 | Q1 2021 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Apella Capital, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q4 2023 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
SteelPeak Wealth, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 3 |
NWK Group, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Engrave Wealth Partners LLC | 2 | 1 | 0.00% | 0.46% | 0.71% | Q2 2020 | Q1 2023 | 3 |
Spotlight Asset Group, Inc. | 2 | 1 | 0.01% | 0.09% | 0.24% | Q3 2020 | Q3 2023 | 3 |
Stevard, LLC | 3 | 3 | 0.51% | 0.76% | 1.13% | Q4 2019 | Q2 2020 | 3 |
Sage Mountain Advisors LLC | 2 | 1 | 0.11% | 0.17% | 0.27% | Q4 2021 | Q3 2023 | 3 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
EWA, LLC | 3 | 3 | 0.39% | 0.43% | 0.46% | Q1 2023 | Q3 2023 | 3 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.81% | 2.44% | Q4 2020 | Q3 2023 | 3 |
Monterey Private Wealth, Inc. | 3 | 3 | 0.19% | 0.24% | 0.26% | Q1 2021 | Q3 2021 | 3 |
Sightline Wealth Advisors, LLC | 3 | 3 | 0.21% | 0.22% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.24% | 0.27% | 0.29% | Q4 2020 | Q2 2021 | 3 |
West Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Destiny Wealth Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 3 |
Madison Wealth Partners, Inc | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2021 | Q4 2021 | 3 |
COWA, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Willis Johnson & Associates, Inc. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 3 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.38% | 0.42% | 0.45% | Q1 2023 | Q3 2023 | 3 |
SJS Investment Consulting Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2022 | 3 |
Greenspring Advisors, LLC | 2 | 1 | 0.05% | 0.08% | 0.13% | Q4 2021 | Q1 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
MGO Private Wealth, LLC | 3 | 3 | 0.25% | 0.60% | 0.80% | Q1 2023 | Q3 2023 | 3 |
Blue Investment Partners LLC | 3 | 3 | 2.50% | 3.51% | 4.03% | Q1 2023 | Q3 2023 | 3 |
REGIMEN WEALTH, LLC | 3 | 3 | 0.23% | 0.24% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.30% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
TFB Advisors LLC | 3 | 3 | 1.05% | 1.13% | 1.21% | Q4 2022 | Q2 2023 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 3 |
CIC Wealth, LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q2 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.31% | 0.35% | 0.39% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
CHANNEL WEALTH LLC | 3 | 3 | 0.13% | 0.16% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 0.52% | 0.53% | 0.53% | Q1 2023 | Q3 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.22% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.37% | 0.48% | 0.58% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
1ST SOURCE BANK | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 2 | 1 | 0.01% | 0.22% | 0.32% | Q2 2018 | Q1 2021 | 3 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 3 |
FIRST HAWAIIAN BANK | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2019 | 3 |
AFFINITY WEALTH MANAGEMENT LLC | 3 | 3 | 6.36% | 6.67% | 6.87% | Q3 2020 | Q1 2021 | 3 |
COUNTRY CLUB BANK /GFN | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
MONTAG A & ASSOCIATES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Lee Financial Group Hawaii, Inc. | 3 | 3 | 1.13% | 1.22% | 1.28% | Q1 2023 | Q3 2023 | 3 |
Fisher Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 3 |
FIRST MIDWEST BANK TRUST DIVISION | 3 | 3 | 0.20% | 0.24% | 0.26% | Q2 2021 | Q4 2021 | 3 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 3 | 3 | 0.16% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q3 2020 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
NATIONAL INVESTMENT SERVICES INC /WI | 3 | 3 | 0.47% | 0.63% | 0.73% | Q2 2013 | Q4 2013 | 3 |
DOLIVER ADVISORS, LP | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2019 | Q2 2019 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 2 |
SILVERLAKE WEALTH MANAGEMENT LLC | 2 | 2 | 0.12% | 0.13% | 0.15% | Q2 2023 | Q3 2023 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.24% | 0.32% | 0.41% | Q1 2019 | Q4 2019 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
DecisionPoint Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2018 | 2 |
GRAND WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Smart Portfolios, LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q3 2021 | 2 |
Ameritas Investment Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Gateway Advisory, LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q4 2017 | Q1 2018 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2021 | 2 |
Powell Investment Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Pacific Life Fund Advisors LLC | 2 | 2 | 3.10% | 3.22% | 3.34% | Q2 2023 | Q3 2023 | 2 |
IFC Holdings Incorporated/FL | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Farmers National Bank | 2 | 2 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q2 2019 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Stillwater Capital Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q3 2014 | 2 |
SANDERS MORRIS HARRIS LLC | 2 | 2 | 0.40% | 0.48% | 0.56% | Q1 2016 | Q2 2016 | 2 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
HighTower Trust Company, N.A. | 1 | 1 | 0.03% | 0.06% | 0.09% | Q4 2014 | Q2 2022 | 2 |
StoneX Group Inc. | 1 | 1 | 0.05% | 0.10% | 0.15% | Q4 2020 | Q4 2021 | 2 |
JUNCTURE WEALTH STRATEGIES, LLC | 2 | 2 | 0.62% | 0.67% | 0.72% | Q3 2023 | Q4 2023 | 2 |
GENEVA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q4 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Constellation Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.08% | 0.12% | Q3 2013 | Q4 2013 | 2 |
Key Client Fiduciary Advisors, LLC | 2 | 2 | 0.13% | 0.19% | 0.26% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
QUALCOMM INC/DE | 2 | 2 | 4.96% | 5.58% | 6.20% | Q2 2013 | Q3 2013 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ullmann Wealth Partners Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 0.75% | 0.89% | 1.03% | Q2 2023 | Q3 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.30% | 0.32% | 0.33% | Q1 2015 | Q3 2017 | 2 |
First Heartland Consultants, Inc. | 1 | 1 | 0.03% | 0.31% | 0.60% | Q2 2013 | Q1 2015 | 2 |
RETIREMENT INCOME SOLUTIONS, INC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
BCR Wealth Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 2 | 2 | 0.21% | 0.34% | 0.48% | Q2 2013 | Q3 2013 | 2 |
SWAN Capital LLC | 1 | 1 | 9.01% | 9.49% | 9.96% | Q1 2023 | Q3 2023 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q4 2020 | 2 |
Dakota Wealth Management | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.06% | 0.08% | Q1 2017 | Q4 2019 | 2 |
DWM Financial Group, Inc. | 2 | 2 | 8.07% | 9.45% | 10.84% | Q4 2019 | Q1 2020 | 2 |
Hoxton Planning & Management, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q1 2023 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Weaver Consulting Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
McGuire Investment Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
WEST PACES ADVISORS INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
B&D White Capital Company, LLC | 2 | 2 | 0.71% | 0.79% | 0.87% | Q4 2020 | Q1 2021 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
RGT Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 1.77% | 1.89% | 2.02% | Q2 2023 | Q3 2023 | 2 |
Lighthouse Financial Advisors, Inc. | 2 | 2 | 0.82% | 0.83% | 0.84% | Q4 2020 | Q1 2021 | 2 |
WMG Financial Advisors, LLC | 2 | 2 | 0.15% | 0.16% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 2 |
Dorsey Wright & Associates | 2 | 2 | 3.18% | 6.48% | 9.79% | Q4 2013 | Q1 2014 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2020 | Q4 2020 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Ironsides Asset Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2014 | Q3 2014 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Wealth Architects, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q3 2015 | Q4 2015 | 2 |
Motley Fool Wealth Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 2 |
Stadion Money Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q1 2014 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q4 2019 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 2 |
Cadence Bank | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q1 2018 | 2 |
Destination Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
CKW FINANCIAL GROUP | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q2 2014 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Wealth Dimensions Group, Ltd. | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2021 | Q3 2021 | 2 |
HWG Holdings LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.13% | 0.26% | Q4 2015 | Q4 2020 | 2 |
FIRST COMMUNITY TRUST NA | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2 | 2 | 1.26% | 1.33% | 1.39% | Q4 2020 | Q1 2021 | 2 |
MBL Wealth, LLC | 1 | 1 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q1 2022 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.11% | 0.21% | Q2 2013 | Q2 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Phoenix Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 2 |
Integer Wealth Advisors Group LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2020 | Q3 2020 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.41% | 0.81% | Q4 2021 | Q4 2022 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q4 2022 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q1 2020 | 2 |
Pflug Koory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 2 |
Jump Financial, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
DEARBORN PARTNERS LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q4 2013 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q4 2020 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Camelot Portfolios, LLC | 1 | 1 | 0.54% | 0.62% | 0.71% | Q4 2019 | Q2 2020 | 2 |
Forbes Financial Planning, Inc. | 2 | 2 | 3.10% | 3.32% | 3.55% | Q4 2021 | Q1 2022 | 2 |
TFC Financial Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 2 |
Brightworth | 2 | 2 | 0.06% | 0.09% | 0.12% | Q2 2022 | Q3 2022 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.20% | 0.22% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Davis Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q4 2022 | Q1 2023 | 2 |
CENTRAL BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
First Pacific Financial | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
CERTUITY, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q1 2022 | 2 |
Estate Counselors, LLC | 1 | 1 | 1.28% | 1.91% | 2.54% | Q3 2022 | Q1 2023 | 2 |
Aspen Grove Capital, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Financial Futures Ltd Liability Co. | 2 | 2 | 0.59% | 2.38% | 4.17% | Q4 2021 | Q1 2022 | 2 |
Carr Financial Group Corp | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q2 2023 | 2 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Consilium Wealth Advisory, LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Paladin Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Leisure Capital Management | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2019 | Q4 2019 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FINANCIAL CONSULATE, INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2023 | Q4 2023 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Palo Capital, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
Global Index Advisors Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2014 | Q2 2014 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
ROVIN CAPITAL /UT/ /ADV | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
STRINGER ASSET MANAGEMENT, LLC | 1 | 1 | 3.98% | 3.98% | 3.98% | Q4 2013 | Q4 2013 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2014 | Q4 2014 | 1 |
Field & Main Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
NORTH STAR ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
LEGG MASON, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
Addenda Capital Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
VICUS CAPITAL | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Granite Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Vestcor Inc | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2021 | Q1 2021 | 1 |
Pension Partners, LLC | 1 | 1 | 10.98% | 10.98% | 10.98% | Q4 2013 | Q4 2013 | 1 |
Mader & Shannon Wealth Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Berkshire Money Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Price Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 2.52% | 2.52% | 2.52% | Q4 2022 | Q4 2022 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 2.77% | 2.77% | 2.77% | Q2 2023 | Q2 2023 | 1 |
Gotham Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Bank of Kentucky, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Winchester Group Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2017 | Q1 2017 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DRW Securities, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
ASSET PLANNING CORPORATION | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bronte Capital Management Pty Ltd. | 1 | 1 | 3.80% | 3.80% | 3.80% | Q2 2023 | Q2 2023 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2021 | Q4 2021 | 1 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
AEGON USA Investment Management, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2015 | Q2 2015 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
FundX Investment Group, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2014 | Q1 2014 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Portfolio Strategies Inc | 1 | 1 | 6.09% | 6.09% | 6.09% | Q4 2013 | Q4 2013 | 1 |
XML SECURITIES, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2018 | Q1 2018 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Capital Investment Counsel, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Choate Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Roof Eidam Maycock Peralta, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
First Washington CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2013 | Q2 2013 | 1 |
ZWJ INVESTMENT COUNSEL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Perimeter Capital Partners, LLC | 1 | 1 | 16.29% | 16.29% | 16.29% | Q3 2014 | Q3 2014 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2019 | Q4 2019 | 1 |
SADOFF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Regis Management CO LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
CHAPIN DAVIS, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2013 | Q2 2013 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Sovereign Financial Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
RICE HALL JAMES & ASSOCIATES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Johnson Bixby & Associates, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 2.25% | 2.25% | 2.25% | Q1 2023 | Q1 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wescott Financial Advisory Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wellspring Financial Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
THEORY FINANCIAL LLC | 1 | 1 | 2.38% | 2.38% | 2.38% | Q4 2021 | Q4 2021 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q2 2023 | Q2 2023 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HOHIMER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 1.68% | 1.68% | 1.68% | Q3 2021 | Q3 2021 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Strategic Wealth Investment Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
PBMares Wealth Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
LWS Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
MWA Asset Management | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2021 | Q2 2021 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
McAlister, Sweet & Associates, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
KMG FIDUCIARY PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
GYL FINANCIAL SYNERGIES, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
RESOLUTE FINANCIAL, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Obsidian Personal Planning Solutions LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Apexium Financial, LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Cooper Financial Group | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Insight Wealth Strategies, LLC | 1 | 1 | 4.65% | 4.65% | 4.65% | Q4 2018 | Q4 2018 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FirstPurpose Wealth LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
MATRIX ASSET ADVISORS INC/NY | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
MPI INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2017 | Q4 2017 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Integrity Financial Corp /WA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Retireful, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Strategic Family Wealth Counselors, L.L.C. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
GFS Private Wealth, LLC | 1 | 1 | 2.38% | 2.38% | 2.38% | Q4 2017 | Q4 2017 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ferris Capital, LLC | 1 | 1 | 2.92% | 2.92% | 2.92% | Q2 2021 | Q2 2021 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ERN LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2022 | Q2 2022 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Arjuna Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Wallace Advisory Group, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2022 | Q4 2022 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2021 | Q2 2021 | 1 |
Plan Group Financial, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2022 | Q2 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2021 | Q4 2021 | 1 |
PagnatoKarp Partners LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2018 | Q4 2018 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Symmetry Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Greenline Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Shepherd Financial Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Russell Investments Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 3.91% | 3.91% | 3.91% | Q2 2020 | Q2 2020 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Mendota Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q4 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
RIVERBRIDGE PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Sciencast Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2017 | Q2 2017 | 1 |
Robbie L. Kennerson P.A., Inc. | 1 | 1 | 2.08% | 2.08% | 2.08% | Q4 2022 | Q4 2022 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2015 | Q4 2015 | 1 |
Harfst & Associates, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
SAWGRASS ASSET MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pointe Capital Management LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2016 | Q4 2016 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 3.74% | 3.74% | 3.74% | Q4 2019 | Q4 2019 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PARTHENON LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
TRUST CO OF OKLAHOMA | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2017 | Q4 2017 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2021 | Q4 2021 | 1 |
SHELTON CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
ELEVATUS WELATH MANAGEMENT | 1 | 1 | 10.80% | 10.80% | 10.80% | Q2 2023 | Q2 2023 | 1 |
Kure Advisory, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2023 | Q3 2023 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own VANGUARD INDEX FDS or have owned VANGUARD INDEX FDS in the past.