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 | 119 |
Cutler Group LLC / CA | 12 | 2 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 54 |
JANE STREET GROUP, LLC | 21 | 1 | 0.00% | 0.01% | 0.07% | Q2 2014 | Q3 2023 | 52 |
HUNTINGTON NATIONAL BANK | 36 | 2 | 0.00% | 0.00% | 0.01% | Q1 2010 | Q3 2023 | 51 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 50 |
Zhang Financial LLC | 47 | 47 | 4.09% | 8.52% | 12.96% | Q1 2012 | Q3 2023 | 47 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.04% | Q1 2012 | Q3 2023 | 46 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q3 2023 | 44 |
Capital Analysts, LLC | 44 | 44 | 0.00% | 0.26% | 0.87% | Q4 2012 | Q3 2023 | 44 |
Joel Isaacson & Co., LLC | 44 | 44 | 0.10% | 0.17% | 0.34% | Q4 2012 | Q3 2023 | 44 |
TCI Wealth Advisors, Inc. | 44 | 44 | 0.06% | 0.29% | 0.58% | Q4 2012 | Q3 2023 | 44 |
Tortoise Investment Management, LLC | 44 | 44 | 0.02% | 0.44% | 1.28% | Q4 2012 | Q3 2023 | 44 |
Goelzer Investment Management, Inc. | 43 | 43 | 0.05% | 0.19% | 0.39% | Q1 2013 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 43 |
Efficient Advisors, LLC | 42 | 42 | 5.28% | 7.31% | 9.24% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.02% | 0.16% | 0.40% | Q2 2013 | Q3 2023 | 42 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 42 | 42 | 0.48% | 1.95% | 3.66% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.40% | 0.61% | 0.91% | Q2 2013 | Q3 2023 | 42 |
GFS Advisors, LLC | 42 | 42 | 0.02% | 0.37% | 0.75% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 21 | 21 | 0.02% | 0.17% | 0.50% | Q1 2013 | Q3 2023 | 42 |
SouthState Corp | 42 | 42 | 0.03% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 0.50% | 0.88% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.39% | 0.94% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.06% | 0.24% | 0.83% | Q2 2013 | Q3 2023 | 42 |
Savant Capital, LLC | 42 | 42 | 0.65% | 1.43% | 2.11% | Q2 2013 | Q3 2023 | 42 |
LS Investment Advisors, LLC | 42 | 42 | 0.00% | 0.27% | 0.62% | Q2 2013 | Q3 2023 | 42 |
WOODMONT INVESTMENT COUNSEL LLC | 42 | 42 | 0.09% | 0.34% | 0.85% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.02% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 42 | 42 | 0.01% | 0.10% | 0.36% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.06% | 0.32% | 0.79% | Q2 2013 | Q3 2023 | 42 |
ROBERTS GLORE & CO INC /IL/ | 42 | 42 | 0.17% | 0.41% | 0.76% | Q2 2013 | Q3 2023 | 42 |
Prospera Financial Services Inc | 42 | 42 | 0.04% | 0.22% | 0.59% | Q2 2013 | Q3 2023 | 42 |
Modera Wealth Management, LLC | 42 | 42 | 0.83% | 3.81% | 6.94% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.03% | 0.28% | 1.84% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.11% | 0.22% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Telos Capital Management, Inc. | 42 | 42 | 0.16% | 0.26% | 0.34% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.05% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 42 |
QUEST INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.81% | 1.30% | 1.75% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.19% | 0.25% | 0.34% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.01% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.04% | 0.18% | 0.29% | Q2 2013 | Q3 2023 | 42 |
EXENCIAL WEALTH ADVISORS, LLC | 33 | 9 | 0.40% | 1.52% | 8.90% | Q1 2013 | Q3 2023 | 42 |
Carlson Capital Management | 42 | 42 | 0.97% | 3.40% | 4.90% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.05% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.20% | 0.39% | 0.56% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.03% | 0.23% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Baker Ellis Asset Management LLC | 42 | 42 | 0.10% | 0.57% | 1.19% | Q2 2013 | Q3 2023 | 42 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 42 | 42 | 0.78% | 1.25% | 1.72% | Q2 2013 | Q3 2023 | 42 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.22% | 0.52% | 0.75% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.48% | 0.93% | 1.55% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.40% | 0.75% | 3.32% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.15% | 0.32% | 0.47% | Q2 2013 | Q3 2023 | 42 |
CONDOR CAPITAL MANAGEMENT | 42 | 42 | 0.12% | 0.37% | 1.00% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.05% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.06% | 0.15% | 0.20% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FOSTER & MOTLEY INC | 42 | 42 | 0.29% | 0.93% | 1.91% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.06% | 1.55% | 2.86% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.02% | 0.31% | 1.20% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CHATHAM CAPITAL GROUP, INC. | 42 | 42 | 0.18% | 0.27% | 0.50% | Q2 2013 | Q3 2023 | 42 |
HYMAN CHARLES D | 42 | 42 | 0.16% | 0.25% | 0.37% | Q2 2013 | Q3 2023 | 42 |
TOMPKINS FINANCIAL CORP | 31 | 10 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2023 | 41 |
ASSOCIATED BANC-CORP | 41 | 41 | 0.02% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.39% | 1.22% | 2.06% | Q3 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.12% | 0.24% | 0.39% | Q2 2013 | Q3 2023 | 41 |
Sandy Spring Bank | 38 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Cetera Advisors LLC | 23 | 18 | 0.05% | 0.11% | 0.35% | Q2 2013 | Q3 2023 | 41 |
BRIGHTON JONES LLC | 26 | 15 | 0.07% | 0.19% | 0.25% | Q2 2013 | Q3 2023 | 41 |
WMS Partners, LLC | 34 | 7 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.21% | 0.57% | 1.47% | Q3 2013 | Q3 2023 | 41 |
NWAM LLC | 41 | 41 | 0.04% | 0.25% | 0.42% | Q3 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 30 | 11 | 0.01% | 0.19% | 0.49% | Q2 2013 | Q3 2023 | 41 |
Merriman Wealth Management, LLC | 37 | 4 | 0.23% | 3.79% | 13.40% | Q2 2013 | Q3 2023 | 41 |
CAPTRUST FINANCIAL ADVISORS | 36 | 5 | 0.00% | 0.09% | 0.37% | Q2 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 23 | 18 | 0.03% | 0.14% | 0.30% | Q2 2013 | Q3 2023 | 41 |
American Investment Services, Inc. | 24 | 17 | 1.25% | 1.79% | 2.74% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.20% | 0.54% | Q4 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.04% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 41 |
BROWN ADVISORY INC | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
PRIVATE TRUST CO NA | 33 | 7 | 0.02% | 0.07% | 0.18% | Q1 2013 | Q3 2023 | 40 |
BAILARD, INC. | 40 | 40 | 0.04% | 0.76% | 1.60% | Q4 2013 | Q3 2023 | 40 |
Private Ocean, LLC | 40 | 40 | 0.00% | 0.03% | 0.15% | Q4 2013 | Q3 2023 | 40 |
BURNEY CO/ | 31 | 9 | 0.02% | 0.09% | 0.23% | Q2 2013 | Q3 2023 | 40 |
Allworth Financial LP | 36 | 4 | 0.04% | 0.83% | 3.90% | Q3 2013 | Q3 2023 | 40 |
Baltimore-Washington Financial Advisors, Inc. | 40 | 40 | 0.46% | 0.92% | 1.40% | Q4 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 30 | 10 | 0.01% | 0.08% | 0.24% | Q3 2013 | Q3 2023 | 40 |
Wharton Business Group, LLC | 32 | 8 | 0.03% | 1.06% | 2.96% | Q2 2013 | Q3 2023 | 40 |
Evanson Asset Management, LLC | 40 | 40 | 0.09% | 0.24% | 0.45% | Q4 2013 | Q3 2023 | 40 |
COLONY GROUP LLC | 40 | 40 | 0.05% | 0.33% | 0.88% | Q4 2013 | Q3 2023 | 40 |
Financial Planning & Information Services, Inc. | 40 | 40 | 2.12% | 5.73% | 9.09% | Q4 2013 | Q3 2023 | 40 |
Veritable, L.P. | 40 | 40 | 0.02% | 0.04% | 0.16% | Q3 2013 | Q2 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.00% | 0.16% | 0.45% | Q4 2013 | Q4 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 0.62% | 0.83% | 1.09% | Q4 2013 | Q3 2023 | 40 |
Ifrah Financial Services, Inc. | 29 | 11 | 2.04% | 2.82% | 3.59% | Q2 2013 | Q3 2023 | 40 |
COURIER CAPITAL LLC | 40 | 40 | 0.48% | 0.66% | 0.81% | Q4 2013 | Q3 2023 | 40 |
OPPENHEIMER & CO INC | 28 | 12 | 0.01% | 0.06% | 0.28% | Q2 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.04% | 0.06% | 0.09% | Q4 2013 | Q3 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 0.88% | 1.67% | 2.85% | Q4 2013 | Q3 2023 | 40 |
Avior Wealth Management, LLC | 40 | 40 | 1.02% | 1.91% | 3.61% | Q4 2013 | Q3 2023 | 40 |
Sequoia Financial Advisors, LLC | 40 | 40 | 0.01% | 0.14% | 0.92% | Q4 2013 | Q3 2023 | 40 |
ARGI Investment Services, LLC | 39 | 39 | 0.45% | 1.08% | 1.50% | Q2 2013 | Q4 2022 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q4 2022 | 39 |
Gibson Capital, LLC | 39 | 39 | 0.11% | 0.45% | 0.87% | Q1 2014 | Q3 2023 | 39 |
JPMORGAN CHASE & CO | 34 | 5 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 39 |
CHOREO, LLC | 39 | 39 | 0.07% | 3.06% | 8.38% | Q1 2014 | Q3 2023 | 39 |
North Star Investment Management Corp. | 39 | 39 | 0.02% | 0.08% | 0.18% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.04% | 0.06% | Q1 2014 | Q3 2023 | 39 |
COMERICA BANK | 38 | 1 | 0.00% | 0.10% | 0.49% | Q3 2013 | Q3 2023 | 39 |
Miracle Mile Advisors, LLC | 38 | 38 | 0.02% | 3.61% | 17.86% | Q2 2014 | Q3 2023 | 38 |
NATIXIS ADVISORS, L.P. | 30 | 1 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 38 |
PITTENGER & ANDERSON INC | 38 | 38 | 0.00% | 0.14% | 0.30% | Q2 2014 | Q3 2023 | 38 |
RAYMOND JAMES TRUST N.A. | 36 | 2 | 0.06% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.10% | 0.28% | 0.43% | Q2 2013 | Q3 2022 | 38 |
M&T BANK CORP | 23 | 15 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 38 |
Garde Capital, Inc. | 38 | 38 | 0.49% | 1.15% | 2.40% | Q2 2014 | Q3 2023 | 38 |
BOK Financial Private Wealth, Inc. | 32 | 6 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 38 |
Checchi Capital Advisers, LLC | 26 | 12 | 0.02% | 0.30% | 1.30% | Q1 2014 | Q3 2023 | 38 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 38 | 38 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q4 2022 | 38 |
Citadel Advisors | 12 | 1 | 0.00% | 0.00% | 0.03% | Q3 2015 | Q3 2023 | 38 |
SAGE FINANCIAL GROUP INC | 36 | 1 | 0.11% | 0.84% | 1.39% | Q4 2013 | Q3 2023 | 37 |
Regal Investment Advisors LLC | 15 | 1 | 0.01% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 37 |
ENTERPRISE FINANCIAL SERVICES CORP | 37 | 37 | 0.03% | 0.21% | 0.96% | Q2 2013 | Q2 2022 | 37 |
Bragg Financial Advisors, Inc | 36 | 1 | 0.05% | 1.40% | 2.20% | Q2 2014 | Q3 2023 | 37 |
OLD NATIONAL BANCORP /IN/ | 37 | 37 | 0.02% | 0.32% | 0.51% | Q3 2014 | Q3 2023 | 37 |
Financial Architects, Inc | 26 | 2 | 0.01% | 0.17% | 0.50% | Q2 2013 | Q2 2023 | 37 |
TD Capital Management LLC | 32 | 5 | 0.01% | 0.85% | 7.96% | Q1 2014 | Q3 2023 | 37 |
Diversified Portfolios, Inc. | 36 | 36 | 0.14% | 0.20% | 0.64% | Q4 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.01% | 0.03% | 0.15% | Q4 2014 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.00% | 0.28% | 0.59% | Q2 2013 | Q1 2022 | 36 |
INSPIRION WEALTH ADVISORS, LLC | 36 | 36 | 3.03% | 5.84% | 7.83% | Q4 2014 | Q3 2023 | 36 |
Betterment LLC | 36 | 36 | 2.13% | 3.71% | 4.49% | Q4 2014 | Q3 2023 | 36 |
Waverly Advisors, LLC | 34 | 2 | 0.01% | 0.44% | 0.82% | Q4 2013 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
VANGUARD GROUP INC | 32 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 36 |
Roof Eidam Maycock Peralta, LLC | 36 | 36 | 0.44% | 3.95% | 7.86% | Q4 2014 | Q3 2023 | 36 |
SONATA CAPITAL GROUP INC | 36 | 36 | 0.30% | 1.11% | 2.30% | Q4 2014 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.09% | 0.30% | 0.47% | Q4 2014 | Q3 2023 | 36 |
REGENTATLANTIC CAPITAL LLC | 36 | 36 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q3 2022 | 36 |
UBS Group AG | 36 | 36 | 0.05% | 0.07% | 0.12% | Q4 2014 | Q3 2023 | 36 |
Wealth Architects, LLC | 36 | 36 | 3.68% | 6.32% | 9.13% | Q4 2014 | Q3 2023 | 36 |
BTC Capital Management, Inc. | 21 | 15 | 0.16% | 0.20% | 0.22% | Q3 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.10% | 0.16% | 0.35% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.03% | 0.17% | 0.35% | Q4 2014 | Q3 2023 | 36 |
Bartlett & Co. LLC | 20 | 16 | 0.00% | 0.12% | 0.32% | Q4 2014 | Q4 2023 | 36 |
Argent Trust Co | 35 | 35 | 0.09% | 0.23% | 0.42% | Q1 2015 | Q3 2023 | 35 |
GIRARD PARTNERS LTD. | 35 | 35 | 0.13% | 0.82% | 2.26% | Q1 2015 | Q3 2023 | 35 |
Mariner, LLC | 34 | 1 | 0.04% | 0.24% | 0.38% | Q2 2013 | Q3 2023 | 35 |
SIGNET FINANCIAL MANAGEMENT, LLC | 26 | 9 | 0.60% | 0.97% | 1.57% | Q4 2014 | Q3 2023 | 35 |
Asset Management Group, Inc. | 35 | 35 | 0.71% | 3.93% | 5.23% | Q1 2015 | Q3 2023 | 35 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 15 | 5 | 0.10% | 0.24% | 0.67% | Q4 2014 | Q4 2023 | 35 |
B. Riley Wealth Advisors, Inc. | 33 | 2 | 0.00% | 0.11% | 0.17% | Q4 2014 | Q3 2023 | 35 |
Stratos Wealth Partners, LTD. | 35 | 35 | 0.02% | 0.05% | 0.14% | Q1 2015 | Q3 2023 | 35 |
Manchester Capital Management LLC | 34 | 1 | 0.00% | 0.54% | 0.83% | Q2 2013 | Q3 2023 | 35 |
Voya Financial Advisors, Inc. | 35 | 35 | 0.04% | 0.10% | 0.34% | Q1 2015 | Q3 2023 | 35 |
MUFG Americas Holdings Corp | 29 | 6 | 0.00% | 0.19% | 0.54% | Q2 2013 | Q3 2022 | 35 |
ASPIRIANT, LLC | 21 | 1 | 0.02% | 3.35% | 11.70% | Q2 2013 | Q3 2023 | 34 |
Truepoint, Inc. | 20 | 5 | 0.02% | 0.09% | 0.24% | Q3 2014 | Q3 2023 | 34 |
Kovack Advisors, Inc. | 31 | 3 | 0.06% | 0.12% | 0.24% | Q4 2014 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.03% | 0.23% | 0.69% | Q2 2015 | Q3 2023 | 34 |
SIGNATUREFD, LLC | 23 | 11 | 0.00% | 0.01% | 0.07% | Q4 2014 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 34 |
FDx Advisors, Inc. | 34 | 34 | 0.01% | 0.20% | 0.59% | Q2 2015 | Q3 2023 | 34 |
JAG CAPITAL MANAGEMENT, LLC | 27 | 7 | 0.04% | 0.07% | 0.11% | Q1 2015 | Q3 2023 | 34 |
MOGY JOEL R INVESTMENT COUNSEL INC | 28 | 3 | 0.01% | 0.26% | 0.36% | Q2 2013 | Q3 2023 | 34 |
Focused Wealth Management, Inc | 18 | 16 | 0.00% | 0.03% | 0.17% | Q3 2013 | Q1 2022 | 34 |
COMMERCE BANK | 32 | 2 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 34 |
Hudock, Inc. | 34 | 34 | 0.01% | 0.03% | 0.07% | Q2 2014 | Q3 2022 | 34 |
Advisory Services Network, LLC | 27 | 3 | 0.00% | 0.11% | 0.27% | Q4 2014 | Q3 2023 | 34 |
Landmark Financial Advisors, LLC | 31 | 3 | 0.20% | 0.31% | 0.46% | Q1 2015 | Q3 2023 | 34 |
Trust Co | 34 | 34 | 0.00% | 0.07% | 0.34% | Q2 2015 | Q3 2023 | 34 |
BOKF, NA | 25 | 9 | 0.01% | 0.06% | 0.68% | Q1 2015 | Q3 2023 | 34 |
KWMG, LLC | 34 | 34 | 0.22% | 0.87% | 1.38% | Q2 2015 | Q3 2023 | 34 |
Cordasco Financial Network | 34 | 34 | 0.04% | 0.45% | 2.22% | Q1 2014 | Q2 2022 | 34 |
JFS WEALTH ADVISORS, LLC | 20 | 13 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 33 |
ALLIANCEBERNSTEIN L.P. | 27 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.11% | 0.20% | 0.31% | Q4 2015 | Q4 2023 | 33 |
Northeast Financial Consultants Inc | 18 | 15 | 0.11% | 0.76% | 2.00% | Q2 2015 | Q3 2023 | 33 |
Simplicity Solutions, LLC | 27 | 3 | 0.04% | 0.51% | 3.16% | Q4 2014 | Q3 2023 | 33 |
Archford Capital Strategies, LLC | 22 | 2 | 0.00% | 0.63% | 1.71% | Q1 2015 | Q3 2023 | 33 |
PARSONS CAPITAL MANAGEMENT INC/RI | 25 | 8 | 0.00% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 33 |
CULBERTSON A N & CO INC | 33 | 33 | 0.09% | 0.42% | 0.53% | Q3 2015 | Q3 2023 | 33 |
Dynamic Advisor Solutions LLC | 28 | 4 | 0.05% | 0.08% | 0.15% | Q2 2014 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
WRAPMANAGER INC | 32 | 32 | 0.22% | 0.32% | 0.46% | Q4 2015 | Q3 2023 | 32 |
Clarius Group, LLC | 32 | 32 | 0.05% | 0.90% | 4.40% | Q4 2015 | Q3 2023 | 32 |
Bishop & Co Investment Management, LLC | 32 | 32 | 0.82% | 6.34% | 9.54% | Q4 2015 | Q3 2023 | 32 |
Corrigan Financial, Inc. | 32 | 32 | 0.47% | 0.70% | 0.89% | Q4 2015 | Q3 2023 | 32 |
Advisors Capital Management, LLC | 32 | 32 | 0.03% | 0.14% | 0.67% | Q4 2015 | Q3 2023 | 32 |
Ausdal Financial Partners, Inc. | 32 | 32 | 0.29% | 0.50% | 0.92% | Q4 2015 | Q3 2023 | 32 |
FIRST MANHATTAN CO. LLC. | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.19% | 0.42% | 0.61% | Q4 2015 | Q3 2023 | 32 |
Moisand Fitzgerald Tamayo, LLC | 32 | 32 | 0.19% | 0.71% | 1.58% | Q4 2015 | Q3 2023 | 32 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 32 | 32 | 0.13% | 0.29% | 0.51% | Q4 2015 | Q3 2023 | 32 |
FAS Wealth Partners, Inc. | 32 | 32 | 0.08% | 0.27% | 0.52% | Q4 2015 | Q3 2023 | 32 |
McNamara Financial Services, Inc. | 31 | 31 | 0.24% | 0.36% | 0.45% | Q1 2016 | Q3 2023 | 31 |
Morningstar Investment Services LLC | 31 | 31 | 0.04% | 0.44% | 0.99% | Q1 2016 | Q3 2023 | 31 |
Evercore Wealth Management, LLC | 13 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 31 |
NorthRock Partners, LLC | 31 | 31 | 0.03% | 0.07% | 0.13% | Q1 2016 | Q3 2023 | 31 |
CWM, LLC | 23 | 8 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 31 |
Intercontinental Wealth Advisors, LLC | 31 | 31 | 0.23% | 0.50% | 1.09% | Q4 2015 | Q2 2023 | 31 |
Jackson, Grant Investment Advisers, Inc. | 24 | 7 | 0.06% | 0.08% | 0.09% | Q4 2015 | Q3 2023 | 31 |
CUTLER INVESTMENT COUNSEL LLC | 31 | 31 | 0.08% | 0.19% | 0.52% | Q1 2016 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.17% | 0.27% | 0.46% | Q1 2016 | Q3 2023 | 31 |
BALASA DINVERNO & FOLTZ LLC | 27 | 4 | 0.03% | 0.05% | 0.09% | Q3 2014 | Q3 2022 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.12% | 0.33% | 0.64% | Q4 2015 | Q3 2023 | 31 |
Carroll Financial Associates, Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2021 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.08% | 0.15% | 0.22% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.06% | 0.12% | Q1 2016 | Q3 2023 | 31 |
Whitegate Investment Counselors, Inc. | 30 | 1 | 0.50% | 1.19% | 2.74% | Q1 2014 | Q3 2023 | 31 |
Integrated Investment Consultants, LLC | 23 | 8 | 0.08% | 0.23% | 0.47% | Q4 2015 | Q3 2023 | 31 |
LifePlan Financial Group, Inc | 30 | 30 | 1.66% | 2.29% | 2.71% | Q2 2013 | Q3 2020 | 30 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 30 | 30 | 0.03% | 0.29% | 1.70% | Q2 2016 | Q3 2023 | 30 |
Newman Dignan & Sheerar, Inc. | 30 | 30 | 0.04% | 0.58% | 6.04% | Q2 2016 | Q3 2023 | 30 |
Baker Avenue Asset Management, LP | 26 | 4 | 0.00% | 0.10% | 0.19% | Q3 2013 | Q3 2023 | 30 |
Roundview Capital LLC | 30 | 30 | 0.10% | 0.27% | 0.40% | Q2 2016 | Q3 2023 | 30 |
Sheaff Brock Investment Advisors, LLC | 30 | 30 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.06% | 0.27% | 0.71% | Q2 2013 | Q3 2020 | 30 |
Pure Financial Advisors, LLC | 22 | 8 | 0.03% | 0.44% | 1.23% | Q4 2015 | Q4 2023 | 30 |
SVA Wealth Management, LLC | 29 | 29 | 0.10% | 0.56% | 2.33% | Q4 2013 | Q4 2020 | 29 |
Symmetry Partners, LLC | 29 | 29 | 3.37% | 5.37% | 9.21% | Q4 2016 | Q4 2023 | 29 |
Cornerstone Wealth Management, LLC | 25 | 1 | 0.62% | 1.19% | 3.55% | Q1 2016 | Q3 2023 | 29 |
MAI Capital Management | 29 | 29 | 0.01% | 0.04% | 0.16% | Q3 2016 | Q3 2023 | 29 |
E&G Advisors, LP | 29 | 29 | 0.48% | 1.15% | 1.78% | Q3 2016 | Q3 2023 | 29 |
NEXT Financial Group, Inc | 16 | 13 | 0.01% | 0.26% | 0.62% | Q3 2014 | Q4 2021 | 29 |
First Heartland Consultants, Inc. | 29 | 29 | 0.01% | 0.21% | 0.61% | Q3 2016 | Q3 2023 | 29 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28 | 1 | 0.04% | 0.53% | 1.13% | Q2 2016 | Q3 2023 | 29 |
REGIONS FINANCIAL CORP | 16 | 13 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
FIRST UNITED BANK & TRUST | 28 | 28 | 0.49% | 0.93% | 1.46% | Q4 2016 | Q3 2023 | 28 |
Kistler-Tiffany Companies, LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 28 |
Hanson & Doremus Investment Management | 28 | 28 | 0.01% | 0.15% | 0.77% | Q3 2016 | Q2 2023 | 28 |
THOMPSON DAVIS & CO., INC. | 20 | 8 | 0.02% | 0.56% | 2.29% | Q4 2013 | Q3 2023 | 28 |
FIDUCIARY TRUST CO | 25 | 3 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 28 |
SIMON QUICK ADVISORS, LLC | 28 | 28 | 0.05% | 0.22% | 0.68% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.05% | 0.95% | Q1 2016 | Q4 2022 | 28 |
PINNACLE FINANCIAL PARTNERS INC | 28 | 28 | 0.04% | 0.13% | 0.38% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.04% | 0.11% | 0.30% | Q4 2016 | Q3 2023 | 28 |
MISSION WEALTH MANAGEMENT, LP | 12 | 8 | 0.02% | 0.06% | 0.18% | Q2 2015 | Q3 2023 | 28 |
NORTHWEST WEALTH MANAGEMENT, LLC | 28 | 28 | 1.06% | 4.03% | 9.82% | Q4 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.00% | 0.05% | 0.11% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.03% | 0.22% | 0.51% | Q4 2016 | Q3 2023 | 28 |
Probity Advisors, Inc. | 18 | 2 | 0.32% | 0.95% | 2.36% | Q2 2016 | Q3 2023 | 28 |
Reynders McVeigh Capital Management, LLC | 27 | 1 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2020 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.03% | 0.30% | 0.69% | Q4 2016 | Q3 2023 | 28 |
Van Cleef Asset Management,Inc | 28 | 28 | 0.20% | 0.50% | 1.01% | Q4 2016 | Q3 2023 | 28 |
Rathbones Group PLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 28 |
Plancorp, LLC | 28 | 28 | 0.09% | 0.18% | 0.36% | Q4 2016 | Q3 2023 | 28 |
MATHER GROUP, LLC. | 28 | 28 | 2.32% | 4.49% | 5.96% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.02% | 0.20% | 0.30% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.12% | 0.35% | 2.43% | Q4 2016 | Q3 2023 | 28 |
Perigon Wealth Management, LLC | 20 | 1 | 0.00% | 0.11% | 0.29% | Q3 2011 | Q3 2023 | 28 |
Alpha Omega Wealth Management LLC | 28 | 28 | 0.00% | 0.19% | 0.58% | Q4 2016 | Q3 2023 | 28 |
Jentner Corp | 28 | 28 | 0.31% | 0.69% | 1.28% | Q4 2016 | Q3 2023 | 28 |
First Command Bank | 27 | 27 | 0.01% | 0.01% | 0.04% | Q4 2016 | Q2 2023 | 27 |
APPLETON PARTNERS INC/MA | 15 | 12 | 0.03% | 0.03% | 0.07% | Q1 2017 | Q4 2023 | 27 |
ORRSTOWN FINANCIAL SERVICES INC | 27 | 27 | 0.33% | 2.59% | 4.67% | Q3 2013 | Q1 2020 | 27 |
VISTA CAPITAL PARTNERS, INC. | 25 | 2 | 0.04% | 0.07% | 0.14% | Q3 2014 | Q3 2023 | 27 |
Family Firm, Inc. | 14 | 4 | 0.07% | 0.24% | 0.42% | Q1 2016 | Q3 2023 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q2 2023 | 27 |
Ironwood Financial, llc | 23 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2021 | 27 |
Cassaday & Co Inc. | 26 | 1 | 0.01% | 0.16% | 2.20% | Q4 2014 | Q4 2021 | 27 |
Nicholas Hoffman & Company, LLC. | 25 | 2 | 0.10% | 0.78% | 1.79% | Q4 2016 | Q3 2023 | 27 |
LAZARD ASSET MANAGEMENT LLC | 18 | 9 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 27 |
FormulaFolio Investments, LLC | 27 | 27 | 0.02% | 0.20% | 1.31% | Q4 2014 | Q2 2021 | 27 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 27 | 27 | 0.06% | 0.37% | 0.71% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.02% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 27 |
Asset Planning Services, Ltd. | 27 | 27 | 0.70% | 1.04% | 1.42% | Q2 2015 | Q4 2021 | 27 |
Oakworth Capital, Inc. | 27 | 27 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q2 2020 | 27 |
ARS Wealth Advisors, LLC | 25 | 2 | 0.80% | 2.49% | 5.80% | Q4 2013 | Q2 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.10% | 0.21% | 0.29% | Q2 2013 | Q4 2019 | 27 |
DEUTSCHE BANK AG\ | 17 | 3 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 26 |
UMB Bank, n.a. | 26 | 26 | 0.01% | 0.07% | 0.11% | Q2 2017 | Q3 2023 | 26 |
Millburn Ridgefield Corp | 26 | 26 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q1 2023 | 26 |
Fortis Advisors, LLC | 26 | 26 | 0.06% | 1.59% | 4.35% | Q2 2017 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.04% | 0.08% | 0.17% | Q2 2017 | Q3 2023 | 26 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 21 | 5 | 0.08% | 0.29% | 0.62% | Q2 2013 | Q2 2020 | 26 |
MONETA GROUP INVESTMENT ADVISORS LLC | 26 | 26 | 0.08% | 0.58% | 0.93% | Q2 2017 | Q3 2023 | 26 |
Atria Investments, Inc | 14 | 1 | 0.04% | 0.10% | 0.21% | Q4 2016 | Q3 2023 | 26 |
Institute for Wealth Management, LLC. | 13 | 1 | 0.03% | 0.35% | 2.81% | Q3 2013 | Q3 2023 | 26 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.16% | 1.14% | Q3 2013 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.01% | 0.56% | 1.90% | Q4 2016 | Q3 2023 | 26 |
Winslow, Evans & Crocker, Inc. | 26 | 26 | 0.03% | 0.06% | 0.18% | Q3 2014 | Q4 2020 | 26 |
Glassman Wealth Services | 26 | 26 | 0.03% | 0.05% | 0.11% | Q2 2017 | Q3 2023 | 26 |
WP Advisors, LLC | 26 | 26 | 0.16% | 0.60% | 1.22% | Q2 2017 | Q3 2023 | 26 |
StrategIQ Financial Group, LLC | 12 | 4 | 0.03% | 0.10% | 0.27% | Q2 2016 | Q3 2023 | 26 |
Bangor Savings Bank | 26 | 26 | 0.16% | 0.38% | 0.72% | Q2 2017 | Q3 2023 | 26 |
Jacobi Capital Management LLC | 25 | 1 | 0.00% | 0.05% | 0.13% | Q3 2016 | Q3 2023 | 26 |
Aveo Capital Partners, LLC | 14 | 1 | 0.08% | 0.20% | 0.29% | Q4 2016 | Q3 2023 | 26 |
THOMPSON SIEGEL & WALMSLEY LLC | 25 | 1 | 0.00% | 0.25% | 0.60% | Q4 2016 | Q3 2023 | 26 |
WESBANCO BANK INC | 12 | 1 | 0.01% | 0.05% | 0.09% | Q3 2015 | Q3 2023 | 26 |
Cornerstone Advisory, LLC | 26 | 26 | 0.26% | 1.68% | 4.06% | Q2 2017 | Q3 2023 | 26 |
Parallax Volatility Advisers, L.P. | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2019 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.21% | 0.35% | 0.65% | Q2 2017 | Q3 2023 | 26 |
STEPHENS INC /AR/ | 22 | 3 | 0.11% | 0.57% | 0.87% | Q2 2013 | Q3 2023 | 25 |
NewEdge Advisors, LLC | 24 | 1 | 0.02% | 0.15% | 0.29% | Q2 2017 | Q3 2023 | 25 |
STALEY CAPITAL ADVISERS INC | 25 | 25 | 0.02% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 25 |
CULLEN/FROST BANKERS, INC. | 19 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.20% | 0.37% | 0.56% | Q2 2017 | Q2 2023 | 25 |
First PREMIER Bank | 25 | 25 | 0.04% | 0.06% | 0.09% | Q3 2017 | Q3 2023 | 25 |
Grove Bank & Trust | 25 | 25 | 0.12% | 0.40% | 0.66% | Q3 2017 | Q3 2023 | 25 |
NewFocus Financial Group, LLC | 25 | 25 | 0.24% | 3.95% | 8.19% | Q4 2014 | Q4 2020 | 25 |
Armbruster Capital Management, Inc. | 17 | 8 | 0.17% | 0.46% | 1.43% | Q4 2015 | Q3 2023 | 25 |
AE Wealth Management LLC | 25 | 25 | 0.03% | 0.11% | 0.17% | Q3 2017 | Q3 2023 | 25 |
Alexandria Capital, LLC | 13 | 2 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q1 2021 | 25 |
Lourd Capital, LLC | 25 | 25 | 4.09% | 6.22% | 14.98% | Q2 2013 | Q2 2019 | 25 |
First National Bank of Mount Dora, Trust Investment Services | 25 | 25 | 0.23% | 0.26% | 0.30% | Q4 2017 | Q4 2023 | 25 |
Baystate Wealth Management LLC | 25 | 25 | 0.00% | 0.60% | 2.03% | Q3 2017 | Q3 2023 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 0.69% | 1.21% | 2.39% | Q4 2015 | Q4 2021 | 25 |
Gradient Investments LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 25 |
Kingsview Wealth Management, LLC | 12 | 6 | 0.02% | 0.16% | 0.61% | Q1 2017 | Q3 2023 | 25 |
Parkside Financial Bank & Trust | 19 | 3 | 0.00% | 0.05% | 0.08% | Q3 2015 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.03% | 0.14% | Q3 2017 | Q3 2023 | 25 |
PrairieView Partners, LLC | 24 | 24 | 0.86% | 2.55% | 4.32% | Q4 2017 | Q3 2023 | 24 |
Johanson Financial Advisors, Inc. | 20 | 4 | 0.56% | 1.13% | 2.23% | Q4 2015 | Q4 2021 | 24 |
Wells Trecaso Financial Group, LLC | 24 | 24 | 0.59% | 1.09% | 1.31% | Q4 2017 | Q3 2023 | 24 |
MYCIO WEALTH PARTNERS, LLC | 14 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 24 |
Paradigm Financial Advisors, LLC | 21 | 1 | 0.09% | 0.40% | 1.88% | Q1 2014 | Q4 2021 | 24 |
Personal Capital Advisors Corp | 24 | 24 | 0.01% | 0.60% | 1.22% | Q1 2017 | Q4 2022 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.03% | 0.08% | 0.23% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.02% | 0.13% | 0.35% | Q4 2017 | Q3 2023 | 24 |
Hochman Cole Investment Advisors, Inc. | 24 | 24 | 0.28% | 0.49% | 0.65% | Q4 2015 | Q3 2021 | 24 |
QS Investors, LLC | 24 | 24 | 0.16% | 0.30% | 0.52% | Q3 2015 | Q2 2021 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
DELTA ASSET MANAGEMENT LLC/TN | 20 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Towerpoint Wealth, LLC | 24 | 24 | 2.19% | 3.92% | 5.84% | Q4 2017 | Q3 2023 | 24 |
PDS Planning, Inc | 24 | 24 | 0.14% | 4.15% | 7.29% | Q4 2017 | Q3 2023 | 24 |
Larson Financial Group LLC | 24 | 24 | 0.08% | 0.98% | 5.77% | Q4 2017 | Q3 2023 | 24 |
CIBC Private Wealth Group, LLC | 13 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.15% | 0.21% | 0.24% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.14% | 0.20% | 0.28% | Q4 2017 | Q3 2023 | 24 |
BHK Investment Advisors, LLC | 24 | 24 | 5.98% | 8.18% | 9.81% | Q4 2017 | Q3 2023 | 24 |
C M BIDWELL & ASSOCIATES LTD | 24 | 24 | 0.35% | 0.72% | 1.07% | Q4 2017 | Q3 2023 | 24 |
Trilogy Capital Inc. | 24 | 24 | 0.04% | 1.50% | 3.16% | Q4 2017 | Q3 2023 | 24 |
Johnson Financial Group, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 24 |
Nikulski Financial, Inc. | 24 | 24 | 0.19% | 0.48% | 1.08% | Q4 2017 | Q3 2023 | 24 |
Day & Ennis, LLC | 14 | 5 | 0.10% | 0.15% | 0.24% | Q4 2016 | Q3 2023 | 24 |
Brickley Wealth Management | 24 | 24 | 2.41% | 3.87% | 5.61% | Q4 2017 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.27% | 0.86% | 1.42% | Q4 2017 | Q3 2023 | 24 |
Mokosak Advisory Group, LLC | 24 | 24 | 14.40% | 16.64% | 19.50% | Q4 2017 | Q3 2023 | 24 |
Gradient Capital Advisors, LLC | 24 | 24 | 0.41% | 0.85% | 1.48% | Q4 2017 | Q3 2023 | 24 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 24 | 24 | 0.07% | 0.14% | 0.24% | Q2 2013 | Q1 2019 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.69% | 1.12% | 1.35% | Q4 2017 | Q3 2023 | 24 |
1834 INVESTMENT ADVISORS CO | 24 | 24 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.02% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 24 | 24 | 0.11% | 0.29% | 0.50% | Q2 2016 | Q1 2022 | 24 |
Relaxing Retirement Coach | 23 | 23 | 0.36% | 2.32% | 4.60% | Q4 2017 | Q2 2023 | 23 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 13 | 3 | 0.06% | 0.10% | 0.27% | Q2 2017 | Q3 2023 | 23 |
Bedel Financial Consulting, Inc. | 23 | 23 | 0.11% | 0.21% | 0.42% | Q4 2017 | Q2 2023 | 23 |
GRIMES & COMPANY, INC. | 23 | 23 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Arete Wealth Advisors, LLC | 12 | 11 | 0.07% | 1.17% | 3.33% | Q3 2017 | Q2 2023 | 23 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 21 | 2 | 3.49% | 4.30% | 5.52% | Q4 2017 | Q3 2023 | 23 |
CIBC BANK USA | 14 | 9 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2019 | 23 |
CAPITAL WEALTH MANAGEMENT, LLC | 23 | 23 | 0.19% | 2.89% | 5.94% | Q1 2018 | Q3 2023 | 23 |
Cable Hill Partners, LLC | 19 | 2 | 0.04% | 0.72% | 2.44% | Q4 2014 | Q1 2021 | 23 |
HL FINANCIAL SERVICES LLC | 18 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2019 | 23 |
Lido Advisors, LLC | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.27% | 0.54% | 1.22% | Q1 2018 | Q3 2023 | 23 |
BANK OF HAWAII | 23 | 23 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
BB&T SECURITIES, LLC | 23 | 23 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q3 2019 | 23 |
Bridgeworth, LLC | 14 | 1 | 0.03% | 0.09% | 0.31% | Q1 2017 | Q3 2023 | 23 |
West Branch Capital LLC | 23 | 23 | 0.83% | 1.42% | 3.85% | Q1 2018 | Q3 2023 | 23 |
JMG Financial Group, Ltd. | 13 | 1 | 0.02% | 0.39% | 1.59% | Q4 2014 | Q3 2023 | 23 |
Wealthcare Advisory Partners LLC | 12 | 11 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 23 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 20 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2021 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.01% | 0.10% | 0.24% | Q4 2016 | Q2 2022 | 23 |
Fiera Capital Corp | 23 | 23 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2020 | 23 |
Meridian Wealth Management, LLC | 19 | 4 | 0.06% | 0.15% | 0.47% | Q3 2017 | Q3 2023 | 23 |
Evensky & Katz LLC | 23 | 23 | 0.02% | 0.07% | 0.17% | Q1 2018 | Q3 2023 | 23 |
Pathway Financial Advisors LLC | 14 | 8 | 0.41% | 0.85% | 1.32% | Q4 2017 | Q3 2023 | 22 |
Verus Financial Partners, Inc. | 16 | 6 | 0.15% | 4.47% | 7.74% | Q2 2013 | Q3 2023 | 22 |
PFG Advisors | 17 | 5 | 0.13% | 0.28% | 0.69% | Q4 2017 | Q3 2023 | 22 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 1 | 0.00% | 0.02% | 0.10% | Q3 2014 | Q3 2023 | 22 |
PLANNING DIRECTIONS INC | 14 | 8 | 0.73% | 1.07% | 1.38% | Q1 2018 | Q3 2023 | 22 |
CX Institutional | 22 | 22 | 0.17% | 0.29% | 0.55% | Q2 2018 | Q3 2023 | 22 |
SUNTRUST BANKS INC | 22 | 22 | 0.00% | 0.05% | 0.09% | Q2 2014 | Q3 2019 | 22 |
Murphy, Middleton, Hinkle & Parker, Inc. | 13 | 9 | 0.15% | 0.18% | 0.20% | Q4 2017 | Q3 2023 | 22 |
FINANCIAL LIFE ADVISORS | 13 | 9 | 0.09% | 0.44% | 1.16% | Q4 2017 | Q3 2023 | 22 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 22 | 22 | 0.04% | 0.09% | 0.15% | Q2 2018 | Q3 2023 | 22 |
Mutual Advisors, LLC | 22 | 22 | 0.04% | 0.08% | 0.22% | Q2 2018 | Q3 2023 | 22 |
WEDBUSH SECURITIES INC | 14 | 1 | 0.01% | 0.05% | 0.08% | Q3 2016 | Q3 2023 | 22 |
FORTE CAPITAL LLC /ADV | 21 | 1 | 0.04% | 1.64% | 2.79% | Q3 2014 | Q2 2020 | 22 |
Csenge Advisory Group | 17 | 5 | 0.00% | 0.14% | 0.32% | Q3 2017 | Q3 2023 | 22 |
SeaCrest Wealth Management, LLC | 13 | 9 | 0.06% | 0.13% | 0.23% | Q4 2017 | Q3 2023 | 22 |
Brand Asset Management Group, Inc. | 22 | 22 | 0.06% | 0.30% | 0.40% | Q2 2018 | Q3 2023 | 22 |
IFG Advisory, LLC | 14 | 3 | 0.03% | 0.13% | 0.22% | Q4 2017 | Q3 2023 | 22 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 | 22 | 0.24% | 0.44% | 1.01% | Q2 2018 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.03% | 0.07% | 0.13% | Q4 2017 | Q3 2023 | 22 |
Field & Main Bank | 14 | 4 | 0.05% | 0.09% | 0.25% | Q4 2017 | Q3 2023 | 22 |
AMI INVESTMENT MANAGEMENT INC | 22 | 22 | 0.16% | 0.33% | 0.53% | Q2 2018 | Q3 2023 | 22 |
Anchor Investment Management, LLC | 22 | 22 | 0.00% | 0.05% | 0.10% | Q3 2018 | Q4 2023 | 22 |
BDO Wealth Advisors, LLC | 22 | 22 | 0.01% | 0.20% | 0.79% | Q1 2018 | Q2 2023 | 22 |
EP Wealth Advisors, LLC | 8 | 1 | 0.01% | 0.17% | 0.62% | Q4 2014 | Q3 2023 | 22 |
BARCLAYS PLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
Capital Asset Advisory Services LLC | 22 | 22 | 0.00% | 1.08% | 2.67% | Q2 2017 | Q3 2022 | 22 |
Winthrop Advisory Group LLC | 12 | 9 | 0.03% | 0.19% | 0.74% | Q4 2017 | Q3 2023 | 21 |
Ford Financial Group, LLC | 21 | 21 | 0.38% | 2.42% | 7.12% | Q4 2017 | Q4 2022 | 21 |
HoyleCohen, LLC | 19 | 2 | 0.09% | 0.26% | 0.57% | Q2 2018 | Q3 2023 | 21 |
Gilman Hill Asset Management, LLC | 11 | 1 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 21 |
Starfire Investment Advisers, Inc. | 11 | 10 | 0.26% | 0.74% | 1.14% | Q1 2015 | Q2 2020 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.06% | 0.11% | Q3 2018 | Q3 2023 | 21 |
WEALTHSOURCE PARTNERS, LLC | 21 | 21 | 0.02% | 0.06% | 0.19% | Q3 2018 | Q3 2023 | 21 |
WEBSTER BANK, N. A. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 21 |
TRUST CO OF VERMONT | 15 | 6 | 0.00% | 0.07% | 0.16% | Q1 2018 | Q3 2023 | 21 |
Waldron Private Wealth LLC | 20 | 1 | 0.13% | 1.62% | 2.62% | Q2 2016 | Q3 2023 | 21 |
M Holdings Securities, Inc. | 13 | 1 | 0.03% | 0.14% | 0.27% | Q3 2014 | Q2 2023 | 21 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 17 | 4 | 0.07% | 2.40% | 12.61% | Q4 2017 | Q3 2023 | 21 |
WALLER FINANCIAL PLANNING GROUP, INC | 21 | 21 | 0.20% | 0.43% | 1.21% | Q4 2018 | Q4 2023 | 21 |
Brookstone Capital Management | 17 | 1 | 0.00% | 0.30% | 1.08% | Q2 2015 | Q3 2023 | 21 |
Burleson & Company, LLC | 21 | 21 | 0.16% | 0.64% | 1.22% | Q4 2017 | Q4 2022 | 21 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 21 | 21 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.02% | 0.02% | 0.04% | Q2 2018 | Q2 2023 | 21 |
Baldwin Investment Management, LLC | 14 | 7 | 0.06% | 0.10% | 0.16% | Q2 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.03% | 0.08% | 0.12% | Q1 2017 | Q3 2023 | 21 |
Cerity Partners LLC | 12 | 1 | 0.01% | 0.06% | 0.18% | Q1 2017 | Q3 2023 | 21 |
SYNOVUS FINANCIAL CORP | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.06% | 0.09% | 0.17% | Q4 2018 | Q3 2023 | 20 |
HM PAYSON & CO | 18 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
WINTRUST INVESTMENTS LLC | 16 | 4 | 0.02% | 0.08% | 0.16% | Q2 2018 | Q2 2023 | 20 |
FRANKLIN RESOURCES INC | 14 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
NORTHERN CAPITAL MANAGEMENT LLC | 20 | 20 | 0.10% | 1.54% | 2.66% | Q1 2014 | Q4 2018 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2022 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.09% | 0.15% | 0.49% | Q4 2018 | Q3 2023 | 20 |
SG Americas Securities, LLC | 9 | 4 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q3 2021 | 20 |
Continuum Advisory, LLC | 14 | 1 | 0.18% | 0.54% | 0.90% | Q2 2017 | Q3 2023 | 20 |
ALPS ADVISORS INC | 14 | 6 | 0.03% | 0.11% | 0.27% | Q2 2016 | Q2 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.08% | 0.26% | Q4 2018 | Q3 2023 | 20 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.00% | 0.10% | 0.28% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.38% | 0.50% | 0.66% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.04% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Freedom Investment Management, Inc. | 20 | 20 | 0.05% | 0.18% | 0.33% | Q1 2013 | Q4 2017 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 2.29% | 2.73% | 3.13% | Q4 2018 | Q3 2023 | 20 |
MONECO Advisors, LLC | 20 | 20 | 0.38% | 0.70% | 1.34% | Q4 2018 | Q3 2023 | 20 |
Summit Financial, LLC | 20 | 20 | 2.32% | 3.34% | 4.49% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.13% | 0.39% | 0.68% | Q4 2018 | Q3 2023 | 20 |
Total Wealth Planning, LLC | 20 | 20 | 3.06% | 4.34% | 5.14% | Q4 2018 | Q3 2023 | 20 |
Hardy Reed LLC | 20 | 20 | 0.24% | 1.69% | 5.82% | Q4 2018 | Q3 2023 | 20 |
Compton Wealth Advisory Group, LLC | 20 | 20 | 0.13% | 0.63% | 2.17% | Q4 2018 | Q3 2023 | 20 |
Pasadena Private Wealth, LLC | 20 | 20 | 3.38% | 5.11% | 9.11% | Q4 2018 | Q3 2023 | 20 |
Black Diamond Financial, LLC | 20 | 20 | 0.53% | 1.18% | 2.02% | Q4 2018 | Q3 2023 | 20 |
Kavar Capital Partners, LLC | 15 | 2 | 0.01% | 0.37% | 2.75% | Q4 2013 | Q3 2020 | 20 |
Cornerstone Management, Inc. | 20 | 20 | 1.21% | 1.61% | 1.89% | Q4 2018 | Q3 2023 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.07% | 0.27% | 0.72% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.07% | 0.17% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Pinion Investment Advisors, LLC | 19 | 1 | 0.16% | 0.46% | 0.84% | Q1 2018 | Q2 2023 | 20 |
DUBUQUE BANK & TRUST CO | 16 | 1 | 0.00% | 0.69% | 1.23% | Q4 2015 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2018 | 20 |
F3Logic, LLC | 20 | 20 | 0.27% | 2.48% | 6.42% | Q1 2018 | Q4 2022 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.03% | 0.18% | 0.53% | Q4 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.05% | 0.10% | 0.27% | Q4 2017 | Q4 2022 | 20 |
Carmichael Hill & Associates, Inc. | 16 | 4 | 0.11% | 0.15% | 0.23% | Q4 2017 | Q3 2023 | 20 |
Global Trust Asset Management, LLC | 16 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 20 |
Columbus Macro, LLC | 20 | 20 | 0.67% | 2.03% | 2.73% | Q4 2018 | Q3 2023 | 20 |
Belpointe Asset Management LLC | 17 | 1 | 0.02% | 0.05% | 0.19% | Q4 2017 | Q2 2023 | 20 |
ROPES WEALTH ADVISORS LLC | 15 | 2 | 0.00% | 0.07% | 0.10% | Q2 2016 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 0.75% | 1.00% | 1.12% | Q4 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.10% | 0.71% | 3.95% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.03% | 0.08% | 0.15% | Q4 2015 | Q3 2020 | 20 |
MANAGED ACCOUNT SERVICES INC | 20 | 20 | 0.61% | 1.93% | 2.89% | Q4 2016 | Q3 2021 | 20 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.09% | 0.13% | 0.15% | Q2 2013 | Q4 2017 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.08% | 0.14% | 0.24% | Q1 2019 | Q3 2023 | 19 |
Spears Abacus Advisors LLC | 11 | 1 | 0.02% | 0.11% | 0.26% | Q2 2017 | Q1 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.04% | 0.09% | 0.26% | Q4 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.32% | 0.70% | 1.99% | Q1 2019 | Q3 2023 | 19 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2022 | 19 |
Investors Research Corp | 19 | 19 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
SECURITY NATIONAL TRUST CO | 19 | 19 | 0.05% | 0.06% | 0.07% | Q1 2017 | Q3 2021 | 19 |
Vivaldi Capital Management LP | 14 | 5 | 0.09% | 0.12% | 0.17% | Q4 2018 | Q3 2023 | 19 |
Summit Equities Inc | 19 | 19 | 2.75% | 4.05% | 4.39% | Q1 2014 | Q3 2018 | 19 |
PRUDENTIAL FINANCIAL INC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
INGALLS & SNYDER LLC | 15 | 4 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2021 | 19 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2022 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.01% | 0.06% | 0.24% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.37% | 1.63% | 2.18% | Q4 2017 | Q2 2022 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.07% | 0.14% | 0.23% | Q2 2018 | Q4 2022 | 19 |
STOCK YARDS BANK & TRUST CO | 12 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.05% | 0.12% | 0.36% | Q2 2013 | Q4 2017 | 19 |
ELM ADVISORS, LLC | 8 | 2 | 0.14% | 0.26% | 0.53% | Q4 2016 | Q1 2022 | 19 |
Spearhead Capital Advisors, LLC | 15 | 4 | 0.38% | 2.09% | 4.08% | Q4 2017 | Q3 2022 | 19 |
Redhawk Wealth Advisors, Inc. | 19 | 19 | 0.45% | 1.34% | 2.68% | Q3 2018 | Q1 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.08% | 0.20% | 0.34% | Q1 2019 | Q3 2023 | 19 |
Cresset Asset Management, LLC | 14 | 5 | 0.03% | 0.27% | 0.77% | Q4 2018 | Q3 2023 | 19 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 1 | 0.00% | 0.00% | 0.03% | Q4 2018 | Q3 2023 | 19 |
Corbenic Partners LLC | 19 | 19 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q4 2017 | 19 |
Windham Capital Management, LLC | 19 | 19 | 0.51% | 0.91% | 1.57% | Q1 2019 | Q3 2023 | 19 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 14 | 5 | 0.14% | 0.37% | 1.31% | Q4 2018 | Q3 2023 | 19 |
JRM Investment Counsel, LLC | 17 | 1 | 0.29% | 1.44% | 4.00% | Q4 2015 | Q4 2021 | 18 |
Biltmore Family Office, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 18 | 18 | 1.22% | 1.72% | 2.52% | Q1 2015 | Q2 2019 | 18 |
Abacus Planning Group, Inc. | 18 | 18 | 0.19% | 5.18% | 7.56% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.15% | 0.23% | 0.28% | Q2 2013 | Q3 2017 | 18 |
Independence Advisors, LLC | 18 | 18 | 1.17% | 1.62% | 2.91% | Q2 2016 | Q3 2020 | 18 |
Strategic Investment Advisors / MI | 18 | 18 | 0.22% | 1.03% | 2.57% | Q2 2019 | Q3 2023 | 18 |
TFG Advisers LLC | 13 | 5 | 0.11% | 0.14% | 0.18% | Q4 2018 | Q3 2023 | 18 |
VESTOR CAPITAL, LLC | 17 | 1 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q2 2019 | 18 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 0.29% | 1.00% | 1.81% | Q1 2016 | Q3 2023 | 18 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 17 | 1 | 0.09% | 0.11% | 0.14% | Q1 2019 | Q3 2023 | 18 |
TOWNSQUARE CAPITAL LLC | 12 | 6 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 18 |
BROWN BROTHERS HARRIMAN & CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 18 |
Connecticut Wealth Management, LLC | 18 | 18 | 0.02% | 1.08% | 3.89% | Q2 2019 | Q3 2023 | 18 |
B. Riley Wealth Management, Inc. | 8 | 4 | 0.00% | 0.19% | 0.55% | Q1 2014 | Q2 2022 | 18 |
Magnus Financial Group LLC | 12 | 6 | 0.03% | 0.20% | 0.38% | Q4 2018 | Q3 2023 | 18 |
Cribstone Capital Management, LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2020 | 18 |
Catamount Wealth Management | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2019 | 18 |
Homrich & Berg | 13 | 5 | 0.02% | 0.11% | 0.21% | Q1 2017 | Q3 2021 | 18 |
Lutz Financial Services LLC | 18 | 18 | 0.05% | 0.62% | 1.27% | Q2 2019 | Q3 2023 | 18 |
SALEM INVESTMENT COUNSELORS INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
REILLY FINANCIAL ADVISORS, LLC | 8 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2021 | 18 |
Stratos Wealth Advisors, LLC | 13 | 1 | 0.04% | 0.44% | 1.54% | Q4 2018 | Q3 2023 | 18 |
Tranquility Partners, LLC | 18 | 18 | 0.28% | 0.59% | 0.73% | Q2 2019 | Q3 2023 | 18 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 1 | 0.01% | 0.09% | 0.31% | Q4 2014 | Q4 2020 | 18 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 18 | 18 | 0.01% | 0.07% | 0.16% | Q1 2015 | Q2 2019 | 18 |
RWA WEALTH PARTNERS, LLC | 13 | 5 | 0.03% | 0.52% | 1.23% | Q1 2017 | Q3 2023 | 18 |
Gladstone Institutional Advisory LLC | 13 | 5 | 0.04% | 0.09% | 0.33% | Q4 2018 | Q3 2023 | 18 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 18 | 18 | 0.42% | 1.81% | 4.10% | Q2 2019 | Q3 2023 | 18 |
O'Brien Wealth Partners LLC | 18 | 18 | 0.17% | 2.45% | 5.36% | Q4 2015 | Q1 2020 | 18 |
Gilbert & Cook, Inc. | 18 | 18 | 0.22% | 0.45% | 1.10% | Q4 2016 | Q1 2021 | 18 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 4 | 0.04% | 0.08% | 0.28% | Q1 2019 | Q3 2023 | 18 |
Prestige Wealth Management Group LLC | 13 | 5 | 0.00% | 0.04% | 0.22% | Q4 2018 | Q3 2023 | 18 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 7 | 0.17% | 0.21% | 0.27% | Q1 2019 | Q3 2023 | 18 |
BENJAMIN EDWARDS INC | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Summit Asset Management, LLC | 12 | 2 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q3 2023 | 18 |
One Day In July LLC | 18 | 18 | 0.12% | 0.16% | 0.25% | Q2 2019 | Q3 2023 | 18 |
Keel Point, LLC | 14 | 4 | 0.03% | 0.24% | 1.07% | Q4 2016 | Q3 2023 | 18 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.04% | 0.27% | 0.60% | Q2 2017 | Q3 2023 | 18 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16 | 2 | 0.00% | 0.16% | 0.43% | Q1 2015 | Q3 2019 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.05% | 0.14% | 0.27% | Q2 2013 | Q3 2017 | 18 |
TAP Consulting, LLC | 17 | 1 | 0.17% | 0.60% | 2.27% | Q1 2019 | Q3 2023 | 18 |
Capital Advantage, Inc. | 17 | 1 | 1.00% | 1.69% | 2.43% | Q1 2019 | Q3 2023 | 18 |
Northwest Quadrant Wealth Management, LLC | 18 | 18 | 0.29% | 4.47% | 5.72% | Q2 2019 | Q3 2023 | 18 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 18 | 18 | 0.00% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Sound Income Strategies, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 18 |
Sensible Financial Planning & Management, LLC. | 10 | 2 | 0.00% | 0.11% | 0.19% | Q3 2014 | Q3 2022 | 18 |
Selective Wealth Management, Inc. | 15 | 3 | 0.14% | 0.34% | 1.07% | Q2 2019 | Q4 2023 | 18 |
SVB WEALTH LLC | 12 | 5 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.01% | 0.23% | 0.57% | Q2 2013 | Q3 2023 | 17 |
McAdam, LLC | 14 | 3 | 0.01% | 0.50% | 1.20% | Q1 2018 | Q3 2023 | 17 |
Tower View Wealth Management LLC | 9 | 8 | 0.01% | 0.10% | 0.28% | Q4 2017 | Q3 2023 | 17 |
Avantax Planning Partners, Inc. | 12 | 1 | 0.00% | 0.08% | 0.17% | Q1 2017 | Q3 2023 | 17 |
Koshinski Asset Management, Inc. | 16 | 1 | 0.07% | 0.17% | 0.62% | Q4 2018 | Q3 2023 | 17 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 16 | 1 | 1.77% | 7.26% | 11.41% | Q4 2018 | Q3 2023 | 17 |
Colorado Capital Management, Inc. | 10 | 7 | 0.14% | 0.25% | 0.41% | Q1 2018 | Q2 2022 | 17 |
EATON VANCE MANAGEMENT | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 17 |
Krilogy Financial LLC | 9 | 1 | 0.01% | 0.03% | 0.10% | Q3 2016 | Q1 2023 | 17 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2019 | 17 |
NICOLET ADVISORY SERVICES, LLC | 12 | 5 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 17 |
Blankinship & Foster, LLC | 11 | 1 | 0.08% | 2.27% | 4.50% | Q3 2017 | Q3 2023 | 17 |
Relative Value Partners Group, LLC | 16 | 1 | 0.02% | 0.57% | 1.13% | Q3 2018 | Q3 2023 | 17 |
ERn Financial, LLC | 15 | 2 | 0.09% | 0.14% | 0.38% | Q4 2018 | Q3 2023 | 17 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 11 | 6 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 17 |
Barnett & Company, Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2020 | 17 |
Wolff Financial Management LLC | 10 | 1 | 1.09% | 3.34% | 4.47% | Q4 2018 | Q3 2023 | 17 |
Aspire Private Capital, LLC | 12 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
Richard Bernstein Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2021 | 17 |
Clarkston Capital Partners, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Horan Securities, Inc. | 7 | 4 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q2 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.19% | 0.56% | Q2 2013 | Q2 2017 | 17 |
Baldrige Asset Management LLC | 17 | 17 | 3.77% | 4.73% | 6.26% | Q1 2019 | Q1 2023 | 17 |
Pekin Hardy Strauss, Inc. | 17 | 17 | 0.04% | 0.07% | 0.13% | Q3 2019 | Q3 2023 | 17 |
COMERICA SECURITIES INC | 17 | 17 | 0.08% | 0.40% | 0.70% | Q4 2014 | Q4 2018 | 17 |
Alera Investment Advisors, LLC | 15 | 2 | 0.03% | 0.25% | 0.35% | Q4 2018 | Q3 2023 | 17 |
BLB&B Advisors, LLC | 15 | 2 | 0.02% | 0.16% | 0.34% | Q2 2013 | Q3 2023 | 17 |
Marble Harbor Investment Counsel, LLC | 17 | 17 | 0.14% | 0.23% | 0.32% | Q3 2019 | Q3 2023 | 17 |
Sageworth Trust Co | 13 | 4 | 0.06% | 0.23% | 0.33% | Q4 2014 | Q3 2023 | 17 |
Good Life Advisors, LLC | 8 | 4 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 0.20% | 0.29% | 0.59% | Q3 2019 | Q3 2023 | 17 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2022 | 17 |
Carnegie Capital Asset Management, LLC | 11 | 2 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 17 |
CWA Asset Management Group, LLC | 13 | 1 | 0.05% | 0.22% | 0.28% | Q2 2018 | Q3 2023 | 17 |
INVESTMENT CENTERS OF AMERICA INC | 15 | 2 | 0.08% | 0.27% | 0.48% | Q2 2013 | Q3 2017 | 17 |
HAMEL ASSOCIATES, INC. | 17 | 17 | 0.18% | 1.18% | 1.51% | Q1 2016 | Q1 2020 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q2 2021 | 17 |
Caprock Group, LLC | 17 | 17 | 0.18% | 0.30% | 0.95% | Q4 2015 | Q4 2019 | 17 |
Invst, LLC | 17 | 17 | 0.12% | 0.95% | 1.57% | Q3 2019 | Q3 2023 | 17 |
180 WEALTH ADVISORS, LLC | 17 | 17 | 0.13% | 0.34% | 0.40% | Q3 2019 | Q3 2023 | 17 |
Linscomb & Williams, Inc. | 17 | 17 | 0.02% | 0.13% | 0.17% | Q3 2019 | Q3 2023 | 17 |
Financial Advisors Network, Inc. | 15 | 1 | 0.00% | 0.32% | 0.44% | Q4 2016 | Q3 2023 | 17 |
Sullivan, Bruyette, Speros & Blaney, LLC | 11 | 2 | 0.01% | 0.06% | 0.08% | Q2 2016 | Q1 2021 | 16 |
Realta Investment Advisors | 10 | 6 | 0.08% | 0.14% | 0.28% | Q1 2019 | Q3 2023 | 16 |
JANICZEK WEALTH MANAGEMENT, LLC | 11 | 5 | 0.02% | 0.24% | 0.46% | Q2 2018 | Q3 2023 | 16 |
CITIZENS FINANCIAL GROUP INC/RI | 15 | 1 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 16 |
Marotta Asset Management | 13 | 3 | 2.74% | 4.01% | 5.18% | Q4 2019 | Q4 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.05% | 0.17% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Capital Directions Investment Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.21% | 0.41% | 0.59% | Q4 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 16 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.52% | 0.72% | 2.38% | Q4 2017 | Q2 2023 | 16 |
INTRUST BANK NA | 12 | 1 | 0.03% | 0.14% | 0.28% | Q4 2016 | Q3 2021 | 16 |
Financial Engines Advisors L.L.C. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
COLDSTREAM CAPITAL MANAGEMENT INC | 7 | 4 | 0.02% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 16 |
Lenox Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.64% | 0.94% | 1.30% | Q4 2019 | Q3 2023 | 16 |
Essex Private Wealth Management, LLC | 16 | 16 | 0.32% | 0.93% | 1.80% | Q4 2019 | Q3 2023 | 16 |
Jacobsen Capital Management | 14 | 2 | 0.20% | 6.22% | 9.84% | Q3 2019 | Q3 2023 | 16 |
RAY GERALD L & ASSOCIATES LTD | 11 | 5 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2017 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
SPINNAKER TRUST | 16 | 16 | 0.30% | 0.54% | 0.72% | Q4 2019 | Q3 2023 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.10% | 0.49% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Shepherd Financial Partners LLC | 16 | 16 | 0.08% | 2.54% | 4.64% | Q4 2019 | Q3 2023 | 16 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 16 | 16 | 1.05% | 1.80% | 2.57% | Q4 2019 | Q3 2023 | 16 |
DAVIDSON INVESTMENT ADVISORS | 15 | 1 | 0.00% | 0.09% | 0.16% | Q1 2017 | Q2 2021 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
PBMares Wealth Management LLC | 16 | 16 | 0.32% | 0.80% | 1.39% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.29% | 0.78% | 1.52% | Q4 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Harbour Capital Advisors, LLC | 6 | 1 | 0.00% | 0.08% | 0.12% | Q1 2017 | Q4 2023 | 16 |
Cascade Investment Advisors, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 7.38% | 9.47% | 13.32% | Q4 2019 | Q3 2023 | 16 |
Sterling Investment Advisors, Ltd. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2020 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.04% | 0.23% | 0.54% | Q4 2019 | Q3 2023 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 0.07% | 0.13% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Klingman & Associates, LLC | 16 | 16 | 0.04% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 0.00% | 1.37% | 2.26% | Q4 2019 | Q3 2023 | 16 |
Bison Wealth, LLC | 14 | 2 | 0.02% | 0.07% | 0.15% | Q2 2018 | Q2 2022 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.51% | 0.62% | 0.82% | Q4 2019 | Q3 2023 | 16 |
American Research & Management Co. | 16 | 16 | 0.01% | 1.29% | 3.12% | Q4 2018 | Q3 2022 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.10% | 0.20% | 0.24% | Q4 2019 | Q3 2023 | 16 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 16 | 16 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.32% | 0.43% | 0.49% | Q2 2013 | Q1 2017 | 16 |
BRR OpCo, LLC | 16 | 16 | 0.04% | 0.08% | 0.11% | Q4 2018 | Q3 2022 | 16 |
Prime Capital Investment Advisors, LLC | 14 | 1 | 0.01% | 0.80% | 4.39% | Q2 2018 | Q3 2023 | 16 |
Heartwood Wealth Advisors LLC | 16 | 16 | 0.10% | 0.30% | 0.41% | Q4 2019 | Q3 2023 | 16 |
Kathmere Capital Management, LLC | 16 | 16 | 0.06% | 0.15% | 0.89% | Q4 2019 | Q3 2023 | 16 |
Windsor Wealth Management, Inc. | 9 | 1 | 0.06% | 0.62% | 1.70% | Q4 2017 | Q3 2023 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 1.43% | 2.19% | 3.16% | Q4 2019 | Q3 2023 | 16 |
TFO Wealth Partners, LLC | 16 | 16 | 0.11% | 0.23% | 0.82% | Q4 2019 | Q3 2023 | 16 |
LeJeune Puetz Investment Counsel LLC | 11 | 2 | 0.06% | 0.39% | 0.86% | Q2 2018 | Q1 2023 | 16 |
JOYN Advisors, Inc. | 10 | 1 | 0.06% | 0.51% | 2.53% | Q3 2013 | Q1 2020 | 15 |
AdvicePeriod, LLC | 15 | 15 | 1.22% | 2.54% | 4.46% | Q4 2017 | Q2 2021 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 3.06% | 4.34% | Q1 2020 | Q3 2023 | 15 |
Edmonds Duncan Registered Investment Advisors, LLC | 15 | 15 | 1.79% | 2.93% | 3.42% | Q1 2020 | Q3 2023 | 15 |
LEVEL FOUR ADVISORY SERVICES, LLC | 13 | 2 | 0.01% | 0.07% | 0.20% | Q4 2016 | Q3 2023 | 15 |
EPIQ Capital Group, LLC | 14 | 1 | 0.03% | 0.12% | 0.28% | Q4 2019 | Q3 2023 | 15 |
IndexIQ Advisors LLC | 7 | 1 | 0.00% | 0.23% | 1.46% | Q2 2015 | Q1 2022 | 15 |
Wambolt & Associates, LLC | 12 | 3 | 0.18% | 0.31% | 0.41% | Q4 2018 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.02% | 0.13% | 0.45% | Q4 2019 | Q3 2023 | 15 |
Essex Financial Services, Inc. | 11 | 1 | 0.05% | 0.28% | 0.42% | Q4 2016 | Q3 2023 | 15 |
Rehmann Capital Advisory Group | 6 | 1 | 0.01% | 0.02% | 0.06% | Q1 2012 | Q2 2023 | 15 |
Mirador Capital Partners LP | 15 | 15 | 0.72% | 1.81% | 2.79% | Q2 2016 | Q4 2019 | 15 |
Arkadios Wealth Advisors | 15 | 15 | 0.00% | 0.08% | 0.22% | Q1 2020 | Q3 2023 | 15 |
IFG Advisors, LLC | 15 | 15 | 0.18% | 0.22% | 0.28% | Q1 2020 | Q3 2023 | 15 |
CVA Family Office, LLC | 15 | 15 | 0.07% | 1.10% | 1.86% | Q1 2020 | Q3 2023 | 15 |
Family Legacy, Inc. | 15 | 15 | 0.19% | 0.41% | 0.75% | Q1 2020 | Q3 2023 | 15 |
Sowell Financial Services LLC | 10 | 5 | 0.01% | 0.48% | 1.24% | Q3 2019 | Q3 2023 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 4.19% | 5.81% | 7.10% | Q4 2019 | Q3 2023 | 15 |
SNS Financial Group, LLC | 15 | 15 | 0.29% | 0.74% | 1.51% | Q1 2020 | Q3 2023 | 15 |
Comprehensive Financial Management LLC | 14 | 1 | 0.00% | 0.99% | 2.18% | Q4 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.26% | 0.39% | 0.57% | Q2 2013 | Q4 2016 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Stokes & Hubbell Capital Management, LLC | 15 | 15 | 0.16% | 0.73% | 1.23% | Q3 2015 | Q1 2019 | 15 |
AMG National Trust Bank | 15 | 15 | 0.03% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Nationwide Fund Advisors | 7 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.09% | 0.14% | 0.22% | Q2 2016 | Q4 2019 | 15 |
S. R. Schill & Associates | 9 | 6 | 1.10% | 1.82% | 2.86% | Q4 2014 | Q3 2018 | 15 |
Patten Group, Inc. | 15 | 15 | 0.01% | 0.13% | 0.26% | Q4 2015 | Q2 2019 | 15 |
Petix & Botte Co | 12 | 3 | 0.18% | 0.46% | 0.74% | Q4 2019 | Q3 2023 | 15 |
CIBC WORLD MARKET INC. | 12 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 15 |
BSW Wealth Partners | 15 | 15 | 0.09% | 0.34% | 0.61% | Q1 2020 | Q3 2023 | 15 |
Oldfather Financial Services, LLC | 15 | 15 | 0.15% | 0.21% | 0.23% | Q1 2020 | Q3 2023 | 15 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 14 | 1 | 0.01% | 0.14% | 0.25% | Q2 2010 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.18% | 0.22% | 0.27% | Q2 2013 | Q4 2016 | 15 |
Clearwater Capital Advisors, LLC | 15 | 15 | 0.07% | 0.24% | 0.41% | Q2 2016 | Q4 2019 | 15 |
CLIENT 1ST ADVISORY GROUP, LLC | 13 | 2 | 0.15% | 0.25% | 0.95% | Q4 2019 | Q3 2023 | 15 |
SHINE INVESTMENT ADVISORY SERVICES INC | 15 | 15 | 0.00% | 0.28% | 0.42% | Q1 2017 | Q3 2020 | 15 |
Cardan Capital Partners, LLC | 15 | 15 | 0.04% | 0.38% | 0.91% | Q1 2018 | Q3 2021 | 15 |
Regent Peak Wealth Advisors LLC | 14 | 1 | 0.08% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 15 |
HC Advisors, LLC | 14 | 1 | 0.53% | 0.67% | 0.80% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.10% | 0.15% | 0.31% | Q1 2020 | Q3 2023 | 15 |
Apella Capital, LLC | 12 | 3 | 0.97% | 2.29% | 4.70% | Q1 2020 | Q4 2023 | 15 |
Emery Howard Portfolio Management, Inc. | 10 | 5 | 0.04% | 0.07% | 0.10% | Q3 2017 | Q4 2021 | 15 |
Faithward Advisors, LLC | 11 | 4 | 0.01% | 0.31% | 0.53% | Q4 2019 | Q3 2023 | 15 |
FIRST AMERICAN TRUST, FSB | 14 | 14 | 0.74% | 0.90% | 1.11% | Q2 2020 | Q3 2023 | 14 |
MARCO INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.03% | 0.11% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.07% | 0.22% | 0.44% | Q1 2017 | Q2 2020 | 14 |
Keeler Thomas Management LLC | 11 | 1 | 0.14% | 1.21% | 12.84% | Q4 2017 | Q4 2022 | 14 |
BBVA USA Bancshares, Inc. | 14 | 14 | 0.01% | 0.04% | 0.05% | Q4 2017 | Q1 2021 | 14 |
Wealthspire Advisors, LLC | 12 | 1 | 0.00% | 0.09% | 0.20% | Q4 2018 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 2 | 0.07% | 0.20% | 0.48% | Q4 2019 | Q3 2023 | 14 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2022 | 14 |
Provident Wealth Management, LLC | 14 | 14 | 0.03% | 0.05% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Lee Financial Co | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 14 |
McKinley Carter Wealth Services, Inc. | 12 | 1 | 0.01% | 0.44% | 1.02% | Q1 2018 | Q3 2023 | 14 |
Vectors Research Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 14 |
Orion Portfolio Solutions, LLC | 11 | 3 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 14 |
Berman Capital Advisors, LLC | 10 | 4 | 0.01% | 0.40% | 0.83% | Q4 2017 | Q3 2021 | 14 |
Praetorian Wealth Management, Inc. | 14 | 14 | 2.42% | 3.31% | 3.96% | Q2 2020 | Q3 2023 | 14 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 14 |
Ackerman Capital Advisors, LLC | 14 | 14 | 0.85% | 1.26% | 1.53% | Q2 2020 | Q3 2023 | 14 |
Dorsey & Whitney Trust CO LLC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Capital Square, LLC | 14 | 14 | 0.54% | 1.04% | 1.40% | Q4 2019 | Q1 2023 | 14 |
BCS Wealth Management | 7 | 1 | 0.40% | 0.46% | 0.58% | Q4 2019 | Q3 2023 | 14 |
Elgethun Capital Management | 14 | 14 | 0.22% | 0.45% | 0.53% | Q2 2020 | Q3 2023 | 14 |
Strategic Financial Services, Inc, | 13 | 1 | 0.02% | 0.07% | 0.08% | Q3 2015 | Q1 2022 | 14 |
Parcion Private Wealth LLC | 14 | 14 | 0.05% | 1.26% | 3.42% | Q2 2020 | Q3 2023 | 14 |
Blue Edge Capital, LLC | 14 | 14 | 1.19% | 1.86% | 4.68% | Q4 2013 | Q1 2017 | 14 |
AlphaMark Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Aptus Capital Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
SOL Capital Management CO | 14 | 14 | 0.08% | 0.11% | 0.12% | Q2 2020 | Q3 2023 | 14 |
CAHILL FINANCIAL ADVISORS INC | 14 | 14 | 0.09% | 0.49% | 0.65% | Q2 2020 | Q3 2023 | 14 |
Marcum Wealth, LLC | 14 | 14 | 0.03% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Corient Capital Partners, LLC | 14 | 14 | 0.07% | 0.13% | 0.16% | Q3 2016 | Q4 2019 | 14 |
Kalos Management, Inc. | 10 | 1 | 0.01% | 0.16% | 0.44% | Q4 2015 | Q2 2023 | 14 |
Geneva Advisors, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2017 | 14 |
Curtis Advisory Group, LLC | 14 | 14 | 0.31% | 0.50% | 0.80% | Q2 2020 | Q3 2023 | 14 |
Element Wealth, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Gerstein Fisher | 14 | 14 | 0.07% | 0.59% | 1.50% | Q2 2013 | Q3 2016 | 14 |
TOBIAS FINANCIAL ADVISORS, INC. | 7 | 1 | 0.12% | 0.59% | 0.80% | Q4 2019 | Q3 2023 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.06% | 0.40% | 0.58% | Q2 2020 | Q3 2023 | 14 |
Guidance Point Advisors, LLC | 14 | 14 | 0.48% | 0.53% | 0.57% | Q2 2020 | Q3 2023 | 14 |
Virtue Capital Management, LLC | 12 | 2 | 0.01% | 0.19% | 0.29% | Q4 2017 | Q3 2023 | 14 |
Cypress Capital, LLC | 9 | 4 | 0.36% | 0.78% | 1.52% | Q2 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.07% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 13 |
HBK Sorce Advisory LLC | 13 | 13 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Neuberger Berman Group LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Surevest, LLC | 6 | 1 | 0.05% | 0.26% | 0.89% | Q4 2018 | Q3 2022 | 13 |
Retirement Systems of Alabama | 13 | 13 | 0.21% | 0.25% | 0.30% | Q3 2020 | Q3 2023 | 13 |
CreativeOne Wealth, LLC | 12 | 1 | 0.02% | 0.05% | 0.16% | Q3 2019 | Q3 2023 | 13 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 13 | 13 | 0.00% | 0.01% | 0.14% | Q2 2016 | Q2 2019 | 13 |
Horrell Capital Management, Inc. | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 13 |
Independence Bank of Kentucky | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.12% | 0.15% | 0.20% | Q3 2020 | Q3 2023 | 13 |
Royal Fund Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 13 |
Mine & Arao Wealth Creation & Management, LLC. | 13 | 13 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q1 2023 | 13 |
SHAYNE & JACOBS, LLC | 13 | 13 | 0.58% | 0.95% | 1.09% | Q3 2020 | Q3 2023 | 13 |
McLean Asset Management Corp | 13 | 13 | 0.20% | 0.33% | 0.62% | Q4 2020 | Q4 2023 | 13 |
Keystone Financial Group | 9 | 2 | 0.05% | 0.06% | 0.12% | Q2 2018 | Q3 2023 | 13 |
Angeles Investment Advisors, LLC | 13 | 13 | 0.01% | 0.19% | 0.74% | Q4 2018 | Q4 2021 | 13 |
WASHINGTON TRUST Co | 11 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 13 |
Glenview Trust Co | 13 | 13 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 12 | 1 | 0.07% | 0.20% | 0.42% | Q2 2020 | Q3 2023 | 13 |
APPLETON GROUP, LLC | 8 | 1 | 0.23% | 0.32% | 0.42% | Q2 2014 | Q1 2018 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.31% | 0.39% | 0.44% | Q3 2020 | Q3 2023 | 13 |
Argent Advisors, Inc. | 9 | 1 | 0.03% | 0.14% | 0.19% | Q4 2019 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.15% | 0.19% | 0.22% | Q2 2013 | Q2 2016 | 13 |
Visionary Wealth Advisors | 12 | 1 | 0.04% | 0.34% | 0.86% | Q4 2019 | Q3 2023 | 13 |
Chesley Taft & Associates LLC | 11 | 2 | 0.03% | 0.06% | 0.07% | Q3 2019 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.69% | 1.14% | 1.68% | Q4 2020 | Q4 2023 | 13 |
BALDWIN BROTHERS LLC/MA | 13 | 13 | 0.05% | 0.46% | 1.16% | Q4 2020 | Q4 2023 | 13 |
JAMES INVESTMENT RESEARCH INC | 12 | 1 | 0.00% | 1.36% | 1.70% | Q3 2013 | Q3 2023 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
QCI ASSET MANAGEMENT INC/NY | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 13 |
RELIANCE TRUST CO | 7 | 6 | 0.43% | 1.79% | 7.08% | Q2 2013 | Q3 2017 | 13 |
Wealthstreet Investment Advisors, LLC | 11 | 2 | 0.02% | 0.08% | 0.12% | Q4 2017 | Q1 2021 | 13 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 12 | 1 | 0.01% | 0.10% | 0.24% | Q1 2016 | Q3 2019 | 13 |
Proficio Capital Partners LLC | 11 | 1 | 0.02% | 0.28% | 0.80% | Q4 2016 | Q3 2023 | 13 |
CIBC Asset Management Inc | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2020 | 13 |
Legacy Private Trust Co. | 10 | 3 | 0.05% | 0.08% | 0.11% | Q4 2014 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.02% | 0.09% | 0.21% | Q3 2020 | Q3 2023 | 13 |
McQueen, Ball & Associates Inc. | 13 | 13 | 0.35% | 0.41% | 0.47% | Q4 2015 | Q4 2018 | 13 |
Merit Financial Group, LLC | 12 | 1 | 0.02% | 0.14% | 0.49% | Q4 2019 | Q3 2023 | 13 |
Wealth Quarterback LLC | 6 | 1 | 0.04% | 2.06% | 5.20% | Q1 1987 | Q3 2023 | 13 |
First Capital Advisors Group, LLC. | 9 | 4 | 0.01% | 0.18% | 0.67% | Q4 2016 | Q2 2023 | 13 |
MCF Advisors LLC | 10 | 1 | 0.00% | 0.22% | 1.17% | Q4 2011 | Q2 2023 | 13 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.45% | 0.73% | 1.30% | Q4 2020 | Q3 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 1 | 0.00% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 12 |
Zeit Capital LLC | 12 | 12 | 2.60% | 2.77% | 3.04% | Q4 2020 | Q3 2023 | 12 |
WEALTHFRONT Corp | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2018 | 12 |
LPWM LLC | 12 | 12 | 0.11% | 0.17% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Eudaimonia Partners, LLC | 6 | 1 | 0.01% | 0.67% | 1.19% | Q4 2019 | Q3 2023 | 12 |
Cambria Investment Management, L.P. | 5 | 1 | 0.01% | 0.90% | 1.75% | Q2 2015 | Q4 2021 | 12 |
Resolute Advisors LLC | 12 | 12 | 0.02% | 0.07% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Southern Wealth Management, LLP | 8 | 2 | 0.14% | 0.44% | 1.17% | Q4 2019 | Q1 2023 | 12 |
Richard P Slaughter Associates Inc | 12 | 12 | 0.57% | 0.91% | 1.43% | Q1 2021 | Q4 2023 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.64% | 1.71% | 2.33% | Q4 2020 | Q3 2023 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
Bay Rivers Group | 12 | 12 | 2.47% | 2.80% | 3.41% | Q4 2020 | Q3 2023 | 12 |
ARBOR TRUST WEALTH ADVISORS, LLC | 12 | 12 | 0.20% | 0.54% | 0.65% | Q4 2020 | Q3 2023 | 12 |
Wealth Alliance | 12 | 12 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Community Financial Services Group, LLC | 11 | 1 | 0.12% | 0.39% | 3.24% | Q2 2013 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 11 | 1 | 0.02% | 0.04% | 0.10% | Q4 2019 | Q4 2022 | 12 |
RIVERSEDGE ADVISORS, LLC | 9 | 3 | 0.35% | 0.65% | 1.04% | Q2 2019 | Q3 2023 | 12 |
Private Wealth Advisors, LLC | 12 | 12 | 0.41% | 0.63% | 0.90% | Q4 2018 | Q3 2021 | 12 |
Fullen Financial Group | 12 | 12 | 1.31% | 1.53% | 1.63% | Q2 2020 | Q1 2023 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.00% | 0.11% | 0.17% | Q2 2013 | Q1 2016 | 12 |
TFC Financial Management, Inc. | 12 | 12 | 0.05% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 12 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.22% | 0.58% | 1.21% | Q4 2020 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2022 | 12 |
Busey Bank | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
LAKE STREET PRIVATE WEALTH, LLC | 12 | 12 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Global Wealth Management Investment Advisory, Inc. | 10 | 2 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 12 |
Vigilant Capital Management, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2022 | 12 |
Farmers & Merchants Trust Co of Chambersburg PA | 7 | 5 | 0.00% | 0.03% | 0.12% | Q4 2019 | Q3 2023 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 1.14% | 1.71% | 3.20% | Q4 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 2.67% | 3.04% | 3.33% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.01% | 0.03% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Hemington Wealth Management | 12 | 12 | 0.30% | 0.49% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Falcon Wealth Planning | 12 | 12 | 0.80% | 4.13% | 5.85% | Q4 2020 | Q3 2023 | 12 |
Transform Wealth, LLC | 8 | 4 | 0.09% | 0.32% | 0.58% | Q2 2016 | Q2 2019 | 12 |
MidWestOne Financial Group, Inc. | 11 | 1 | 0.05% | 0.13% | 0.27% | Q2 2019 | Q3 2023 | 12 |
Hudson Value Partners, LLC | 12 | 12 | 0.12% | 0.20% | 0.40% | Q4 2020 | Q3 2023 | 12 |
SlateStone Wealth, LLC | 12 | 12 | 0.16% | 0.62% | 0.83% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.09% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 1.35% | 2.17% | 2.50% | Q4 2020 | Q3 2023 | 12 |
Foster Group, Inc. | 12 | 12 | 3.97% | 5.75% | 8.69% | Q4 2020 | Q3 2023 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 1.10% | 2.67% | 3.40% | Q4 2020 | Q3 2023 | 12 |
Newton One Investments LLC | 12 | 12 | 0.94% | 1.22% | 1.61% | Q4 2020 | Q3 2023 | 12 |
Old North State Trust, LLC | 7 | 2 | 0.00% | 0.05% | 0.18% | Q3 2018 | Q1 2023 | 12 |
Graves Light Lenhart Wealth, Inc. | 12 | 12 | 0.00% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Wolf Group Capital Advisors | 12 | 12 | 0.12% | 0.14% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 1.57% | 2.22% | 3.05% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 2.48% | 3.04% | 3.74% | Q4 2020 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 3.61% | 4.06% | 4.35% | Q4 2020 | Q3 2023 | 12 |
Greenhouse Wealth Management, LLC | 12 | 12 | 1.23% | 1.88% | 2.74% | Q4 2020 | Q3 2023 | 12 |
MinichMacGregor Wealth Management, LLC | 10 | 1 | 0.00% | 0.26% | 2.79% | Q4 2015 | Q4 2022 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 0.15% | 0.59% | 1.20% | Q4 2020 | Q3 2023 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 1.05% | 1.31% | 1.54% | Q4 2020 | Q3 2023 | 12 |
Veery Capital, LLC | 12 | 12 | 1.29% | 1.60% | 1.86% | Q4 2020 | Q3 2023 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 0.37% | 0.47% | 0.61% | Q4 2020 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 0.22% | 0.27% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Center For Asset Management LLC | 12 | 12 | 1.82% | 2.05% | 2.37% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.22% | 0.31% | 0.34% | Q4 2020 | Q3 2023 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 2.51% | 3.45% | 4.17% | Q4 2020 | Q3 2023 | 12 |
COREPATH WEALTH PARTNERS LLC | 12 | 12 | 0.15% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 4.30% | 4.66% | 5.34% | Q4 2020 | Q3 2023 | 12 |
Red Wave Investments LLC | 12 | 12 | 0.17% | 0.18% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 6.55% | 6.80% | 7.36% | Q4 2020 | Q3 2023 | 12 |
EMC Capital Management | 12 | 12 | 0.04% | 0.17% | 0.54% | Q4 2020 | Q3 2023 | 12 |
Stonebridge Capital Advisors LLC | 7 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 1.39% | 2.01% | 2.73% | Q4 2020 | Q3 2023 | 12 |
D.B. Root & Company, LLC | 12 | 12 | 0.22% | 0.25% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Allen Investment Management, LLC | 12 | 12 | 0.14% | 0.34% | 0.83% | Q3 2016 | Q2 2019 | 12 |
MGO ONE SEVEN LLC | 11 | 1 | 0.01% | 0.10% | 0.17% | Q4 2018 | Q3 2023 | 12 |
Mezzasalma Advisors, LLC | 12 | 12 | 0.19% | 0.21% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Snowden Capital Advisors LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 12 |
Cadence Bank | 10 | 2 | 0.02% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 12 |
Armor Investment Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 12 |
Summit Financial Strategies, Inc. | 10 | 2 | 0.05% | 0.07% | 0.11% | Q2 2018 | Q3 2023 | 12 |
Biltmore Capital Advisors LLC | 12 | 12 | 1.26% | 1.53% | 1.85% | Q1 2019 | Q4 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
LexAurum Advisors, LLC | 11 | 1 | 0.15% | 0.20% | 0.28% | Q2 2018 | Q3 2022 | 12 |
COZAD ASSET MANAGEMENT INC | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
CITY HOLDING CO | 12 | 12 | 0.02% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
RFG Advisory, LLC | 8 | 2 | 0.02% | 0.09% | 0.34% | Q3 2017 | Q3 2023 | 12 |
ECLECTIC ASSOCIATES INC /ADV | 12 | 12 | 1.28% | 1.35% | 1.54% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.21% | 0.24% | 0.27% | Q4 2018 | Q3 2021 | 12 |
Trellis Advisors, LLC | 12 | 12 | 0.18% | 0.37% | 0.98% | Q4 2020 | Q3 2023 | 12 |
ANDERSON HOAGLAND & CO | 12 | 12 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
D'Orazio & Associates, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
TPG Financial Advisors, LLC | 12 | 12 | 0.17% | 0.28% | 0.38% | Q4 2018 | Q3 2021 | 12 |
BOYS ARNOLD & CO INC | 12 | 12 | 0.04% | 0.08% | 0.13% | Q3 2015 | Q2 2018 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 12 |
St. Louis Trust Co | 12 | 12 | 0.13% | 0.16% | 0.22% | Q4 2020 | Q3 2023 | 12 |
V Wealth Advisors LLC | 7 | 1 | 0.04% | 0.09% | 0.25% | Q1 2017 | Q2 2023 | 12 |
Pacific Center for Financial Services | 9 | 3 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 12 |
MERITAGE PORTFOLIO MANAGEMENT | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
ROVIN CAPITAL /UT/ /ADV | 12 | 12 | 0.12% | 0.16% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q1 2019 | 12 |
MAGNOLIA CAPITAL ADVISORS LLC | 11 | 1 | 0.14% | 0.28% | 0.88% | Q4 2019 | Q2 2023 | 12 |
Blue Zone Wealth Advisors, LLC | 11 | 1 | 0.12% | 0.37% | 3.00% | Q4 2019 | Q1 2023 | 12 |
PAX Financial Group, LLC | 11 | 1 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 12 |
Legacy Wealth Planning, LLC | 12 | 12 | 1.15% | 1.81% | 2.61% | Q4 2019 | Q3 2022 | 12 |
EVOKE WEALTH, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.64% | 0.80% | 1.19% | Q1 2014 | Q1 2017 | 11 |
Pointe Capital Management LLC | 10 | 1 | 0.31% | 0.43% | 0.93% | Q4 2016 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.10% | 0.17% | 0.23% | Q4 2017 | Q2 2020 | 11 |
Legal & General Group Plc | 7 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 11 |
PRINCIPAL FINANCIAL GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 11 |
PHH Investments, Ltd. | 11 | 11 | 0.87% | 1.11% | 1.44% | Q2 2017 | Q4 2019 | 11 |
Affiance Financial, LLC | 7 | 4 | 0.00% | 0.22% | 0.95% | Q4 2019 | Q3 2023 | 11 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 11 | 11 | 0.12% | 0.20% | 0.25% | Q1 2021 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11 | 11 | 0.00% | 0.17% | 0.29% | Q1 2021 | Q3 2023 | 11 |
Wealthquest Corp | 6 | 5 | 0.04% | 0.09% | 0.17% | Q4 2018 | Q1 2022 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 11 |
GARLAND CAPITAL MANAGEMENT INC | 11 | 11 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 11 | 11 | 0.07% | 0.08% | 0.08% | Q1 2020 | Q3 2022 | 11 |
First Ascent Asset Management, LLC | 7 | 4 | 0.12% | 0.74% | 1.02% | Q4 2019 | Q3 2023 | 11 |
Narus Financial Partners, LLC | 7 | 4 | 0.24% | 0.33% | 0.52% | Q4 2016 | Q3 2023 | 11 |
1ST SOURCE BANK | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Ratio Wealth Group | 9 | 2 | 0.84% | 1.10% | 1.44% | Q4 2020 | Q3 2023 | 11 |
CIDEL ASSET MANAGEMENT INC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
3EDGE Asset Management, LP | 9 | 2 | 0.08% | 6.07% | 19.08% | Q4 2016 | Q2 2021 | 11 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q3 2017 | 11 |
SHUFRO ROSE & CO LLC | 11 | 11 | 0.03% | 0.20% | 0.51% | Q1 2021 | Q3 2023 | 11 |
Laurel Wealth Advisors, Inc. | 7 | 2 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q4 2022 | 11 |
Burns Matteson Capital Management, LLC | 11 | 11 | 0.55% | 0.69% | 0.94% | Q4 2020 | Q2 2023 | 11 |
CHEMICAL BANK | 11 | 11 | 0.03% | 0.05% | 0.06% | Q4 2016 | Q2 2019 | 11 |
Newbridge Financial Services Group, Inc. | 9 | 2 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 11 |
Burt Wealth Advisors | 11 | 11 | 0.03% | 0.04% | 0.06% | Q3 2016 | Q1 2019 | 11 |
Acropolis Investment Management, LLC | 11 | 11 | 0.02% | 0.12% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Cornerstone Wealth Advisors, Inc. | 11 | 11 | 1.62% | 1.95% | 2.45% | Q1 2021 | Q3 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
RKL Wealth Management LLC | 11 | 11 | 0.04% | 0.11% | 0.21% | Q4 2016 | Q2 2019 | 11 |
CEERA INVESTMENTS, LLC | 11 | 11 | 0.14% | 0.16% | 0.22% | Q1 2021 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.06% | 0.15% | 0.22% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.07% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.31% | 0.35% | 0.39% | Q4 2020 | Q2 2023 | 11 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 11 | 11 | 0.09% | 0.17% | 0.22% | Q4 2017 | Q2 2020 | 11 |
BBR PARTNERS, LLC | 8 | 1 | 0.03% | 0.25% | 0.37% | Q4 2017 | Q4 2022 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Arrow Investment Advisors, LLC | 5 | 2 | 3.37% | 8.43% | 14.01% | Q2 2013 | Q2 2021 | 11 |
Valmark Advisers, Inc. | 5 | 2 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 11 |
Arbor Investment Advisors, LLC | 11 | 11 | 0.06% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Facet Wealth, Inc. | 8 | 3 | 0.12% | 0.23% | 0.44% | Q4 2020 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.11% | 0.16% | 0.35% | Q4 2020 | Q2 2023 | 11 |
Brown Advisory Securities, LLC | 6 | 5 | 0.04% | 0.12% | 0.29% | Q2 2018 | Q2 2022 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.21% | 0.29% | 0.36% | Q4 2019 | Q2 2022 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.22% | 0.27% | 0.36% | Q4 2018 | Q2 2021 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.28% | 0.46% | 0.60% | Q4 2020 | Q3 2023 | 11 |
Pacifica Partners Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 11 |
Camelot Portfolios, LLC | 11 | 11 | 0.25% | 0.34% | 0.44% | Q1 2021 | Q3 2023 | 11 |
Paragon Capital Management Ltd | 11 | 11 | 1.18% | 1.67% | 3.00% | Q1 2021 | Q3 2023 | 11 |
One Charles Private Wealth Services, LLC | 10 | 1 | 0.14% | 0.57% | 0.72% | Q2 2020 | Q3 2023 | 11 |
Galvin, Gaustad & Stein, LLC | 11 | 11 | 0.02% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
WealthOne, LLC | 7 | 1 | 0.08% | 0.19% | 0.28% | Q4 2018 | Q1 2022 | 11 |
NVWM, LLC | 9 | 1 | 0.00% | 0.15% | 0.86% | Q4 2017 | Q3 2023 | 11 |
SignalPoint Asset Management, LLC | 11 | 11 | 0.11% | 0.12% | 0.15% | Q1 2021 | Q3 2023 | 11 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Jackson Hole Capital Partners, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.00% | 0.11% | 0.35% | Q1 2019 | Q3 2021 | 11 |
Sage Mountain Advisors LLC | 11 | 11 | 0.00% | 0.12% | 0.30% | Q1 2021 | Q3 2023 | 11 |
Litman Gregory Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 11 |
Heritage Trust Co | 11 | 11 | 0.00% | 0.07% | 0.21% | Q1 2017 | Q3 2019 | 11 |
Pegasus Partners Ltd. | 11 | 11 | 0.11% | 0.12% | 0.15% | Q1 2021 | Q3 2023 | 11 |
FIRST NATIONAL BANK SIOUX FALLS | 11 | 11 | 0.34% | 0.62% | 0.89% | Q1 2021 | Q3 2023 | 11 |
SIMMONS FIRST TRUST CO NA | 11 | 11 | 0.29% | 0.86% | 1.52% | Q2 2013 | Q4 2015 | 11 |
Clearstead Trust, LLC | 11 | 11 | 0.00% | 0.46% | 2.57% | Q1 2021 | Q3 2023 | 11 |
IBBOTSON ASSOCIATES INC | 11 | 11 | 1.30% | 3.96% | 4.92% | Q2 2013 | Q4 2015 | 11 |
SYM FINANCIAL Corp | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 11 |
Bogart Wealth, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 11 |
Capital Advisors Wealth Management, LLC | 11 | 11 | 1.77% | 2.06% | 2.42% | Q1 2021 | Q3 2023 | 11 |
Radnor Financial Advisors, LLC | 11 | 11 | 2.71% | 3.45% | 4.26% | Q1 2020 | Q3 2022 | 11 |
VSR Financial Services, Inc. | 11 | 11 | 0.03% | 0.06% | 0.16% | Q4 2013 | Q2 2016 | 11 |
Fermata Advisors, LLC | 8 | 2 | 0.32% | 0.83% | 1.73% | Q1 2021 | Q3 2023 | 10 |
FCG ADVISORS, LLC | 8 | 2 | 0.05% | 0.08% | 0.09% | Q1 2018 | Q3 2020 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.02% | 0.08% | 0.14% | Q2 2021 | Q3 2023 | 10 |
SMITH CHAS P & ASSOCIATES PA CPAS | 10 | 10 | 0.03% | 0.05% | 0.07% | Q2 2015 | Q3 2017 | 10 |
BOURGEON CAPITAL MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
NORRIS PERNE & FRENCH LLP/MI | 10 | 10 | 0.04% | 0.11% | 0.16% | Q4 2015 | Q1 2018 | 10 |
HANSEATIC MANAGEMENT SERVICES INC | 10 | 10 | 3.29% | 3.94% | 5.07% | Q4 2020 | Q1 2023 | 10 |
VAN DEN BERG MANAGEMENT I, INC | 6 | 4 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 10 |
SCOTIA CAPITAL INC. | 7 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 10 |
Crestwood Advisors Group, LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 10 |
Freestone Capital Holdings, LLC | 6 | 4 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Westover Capital Advisors, LLC | 10 | 10 | 0.09% | 0.13% | 0.18% | Q1 2021 | Q2 2023 | 10 |
Wills Financial Group, Inc. | 10 | 10 | 0.20% | 0.26% | 0.32% | Q2 2015 | Q3 2017 | 10 |
CapWealth Advisors, LLC | 10 | 10 | 0.06% | 0.27% | 0.42% | Q4 2017 | Q1 2020 | 10 |
Rezny Wealth Management, Inc. | 10 | 10 | 4.77% | 6.66% | 8.98% | Q4 2016 | Q1 2019 | 10 |
Estate Counselors, LLC | 8 | 2 | 0.04% | 1.40% | 2.42% | Q1 2021 | Q3 2023 | 10 |
PECAUT & CO. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Compass Ion Advisors, LLC | 10 | 10 | 0.08% | 0.36% | 1.25% | Q2 2021 | Q3 2023 | 10 |
Northstar Group, Inc. | 10 | 10 | 0.11% | 0.15% | 0.18% | Q3 2017 | Q4 2019 | 10 |
Intersect Capital LLC | 7 | 3 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q2 2022 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.04% | 0.50% | 2.44% | Q4 2015 | Q1 2018 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Unison Advisors LLC | 10 | 10 | 0.73% | 0.84% | 0.94% | Q4 2017 | Q1 2020 | 10 |
Greenline Partners, LLC | 10 | 10 | 0.08% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
MPS Loria Financial Planners, LLC | 8 | 1 | 0.03% | 0.08% | 0.10% | Q2 2017 | Q4 2022 | 10 |
Verdence Capital Advisors LLC | 9 | 1 | 0.04% | 0.06% | 0.11% | Q3 2019 | Q3 2023 | 10 |
Money Design Co.,Ltd. | 4 | 1 | 0.02% | 0.33% | 1.88% | Q3 2017 | Q2 2021 | 10 |
Aevitas Wealth Management, Inc. | 6 | 4 | 0.01% | 0.22% | 0.56% | Q4 2017 | Q4 2022 | 10 |
WoodTrust Financial Corp | 4 | 1 | 0.04% | 0.07% | 0.12% | Q3 2020 | Q3 2023 | 10 |
Huber Financial Advisors, LLC | 10 | 10 | 0.22% | 0.64% | 1.30% | Q4 2017 | Q1 2020 | 10 |
Resource Management, LLC | 10 | 10 | 0.16% | 0.68% | 0.86% | Q3 2019 | Q4 2021 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Johnson Midwest Financial, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Altium Wealth Management LLC | 6 | 4 | 0.02% | 0.06% | 0.14% | Q4 2017 | Q2 2022 | 10 |
Dougherty Wealth Advisers LLC | 4 | 3 | 0.01% | 0.40% | 1.11% | Q4 2018 | Q3 2023 | 10 |
Costello Asset Management, INC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 10 |
Wealthfront Advisers LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.02% | 0.06% | 0.21% | Q3 2020 | Q4 2022 | 10 |
Strategic Blueprint, LLC | 8 | 1 | 0.01% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
HighMark Wealth Management LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
IAG Wealth Partners, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
DB Wealth Management Group, LLC | 10 | 10 | 0.04% | 0.10% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Crestone Asset Management LLC | 5 | 2 | 0.05% | 0.13% | 0.42% | Q4 2015 | Q3 2023 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 1.29% | 1.54% | 2.29% | Q2 2021 | Q3 2023 | 10 |
Hill Investment Group Partners, LLC | 10 | 10 | 0.04% | 0.22% | 0.54% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 10 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 9 | 1 | 0.14% | 0.26% | 0.31% | Q1 2020 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q2 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.06% | 0.11% | 0.18% | Q1 2021 | Q3 2023 | 10 |
CALTON & ASSOCIATES, INC. | 8 | 1 | 0.05% | 0.09% | 0.24% | Q4 2017 | Q4 2022 | 10 |
QUEST CAPITAL MANAGEMENT INC /ADV | 6 | 4 | 0.04% | 2.02% | 4.72% | Q4 2018 | Q4 2021 | 10 |
BLUESTEIN R H & CO LLC | 9 | 1 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2022 | 10 |
ALERUS FINANCIAL NA | 10 | 10 | 0.08% | 0.10% | 0.12% | Q2 2016 | Q3 2018 | 10 |
VALLEY WEALTH MANAGERS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 10 |
Gray Wealth Management Inc. | 5 | 4 | 0.11% | 0.12% | 0.13% | Q2 2021 | Q3 2023 | 9 |
Quaker Wealth Management, LLC | 5 | 4 | 0.76% | 2.37% | 2.97% | Q2 2020 | Q4 2022 | 9 |
American Money Management, LLC | 9 | 9 | 0.19% | 0.22% | 0.24% | Q3 2021 | Q3 2023 | 9 |
WEST PACES ADVISORS INC. | 9 | 9 | 0.00% | 0.02% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Arlington Financial Advisors, LLC | 8 | 1 | 0.19% | 0.23% | 0.36% | Q2 2020 | Q4 2022 | 9 |
EVERGREEN CAPITAL MANAGEMENT LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Tenret Co LLC | 9 | 9 | 3.40% | 3.63% | 3.73% | Q2 2021 | Q2 2023 | 9 |
BANCORPSOUTH INC | 9 | 9 | 0.04% | 0.07% | 0.08% | Q3 2015 | Q3 2017 | 9 |
Claybrook Capital, LLC | 9 | 9 | 0.03% | 0.12% | 0.15% | Q4 2017 | Q4 2019 | 9 |
ROMAN BUTLER FULLERTON & CO | 7 | 2 | 0.10% | 0.14% | 0.23% | Q2 2021 | Q3 2023 | 9 |
FULLER & THALER ASSET MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 9 |
Willow Creek Wealth Management Inc. | 7 | 2 | 0.04% | 0.12% | 0.17% | Q1 2018 | Q3 2023 | 9 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 9 | 9 | 0.11% | 0.40% | 0.75% | Q4 2017 | Q4 2019 | 9 |
Eidelman Virant Capital | 9 | 9 | 0.25% | 0.40% | 0.68% | Q3 2020 | Q3 2022 | 9 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 9 | 9 | 0.27% | 0.41% | 0.96% | Q4 2020 | Q4 2022 | 9 |
Five Oceans Advisors | 9 | 9 | 0.42% | 0.60% | 0.96% | Q3 2021 | Q3 2023 | 9 |
MEEDER ASSET MANAGEMENT INC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2022 | 9 |
Intellectus Partners, LLC | 4 | 2 | 0.10% | 0.14% | 0.22% | Q1 2018 | Q3 2023 | 9 |
Systelligence, LLC | 5 | 4 | 0.32% | 0.97% | 1.90% | Q4 2019 | Q2 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Jasper Ridge Partners, L.P. | 9 | 9 | 0.53% | 1.41% | 1.98% | Q2 2020 | Q2 2022 | 9 |
Bellwether Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
West Oak Capital, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
ARS Wealth Advisors Group, LLC | 9 | 9 | 1.53% | 2.09% | 2.44% | Q3 2021 | Q3 2023 | 9 |
DAVIS R M INC | 5 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Bromfield Sneider Wealth Advisors | 9 | 9 | 2.89% | 3.70% | 4.50% | Q4 2021 | Q4 2023 | 9 |
Stockman Wealth Management, Inc. | 9 | 9 | 0.10% | 0.19% | 0.30% | Q3 2016 | Q3 2018 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.09% | 4.01% | 5.39% | Q3 2021 | Q3 2023 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Spectrum Management Group, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2015 | 9 |
Vickerman Investment Advisors, Inc. | 9 | 9 | 1.34% | 1.80% | 2.18% | Q3 2021 | Q3 2023 | 9 |
INR ADVISORY SERVICES LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 9 |
Agate Pass Investment Management, LLC | 9 | 9 | 0.39% | 0.42% | 0.45% | Q4 2021 | Q4 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2022 | 9 |
DIVIDEND ASSETS CAPITAL, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 9 |
Savior LLC | 9 | 9 | 0.00% | 0.03% | 0.25% | Q4 2019 | Q4 2021 | 9 |
Fieldpoint Private Securities, LLC | 9 | 9 | 0.09% | 0.22% | 0.38% | Q2 2020 | Q2 2022 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.02% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
TCG Advisory Services, LLC | 5 | 1 | 0.05% | 0.78% | 1.47% | Q1 2021 | Q3 2023 | 9 |
DAGCO, INC. | 9 | 9 | 0.13% | 0.17% | 0.18% | Q1 2021 | Q1 2023 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 0.63% | 0.72% | 0.78% | Q4 2020 | Q4 2022 | 9 |
Stearns Financial Services Group | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
GODSEY & GIBB, INC | 6 | 3 | 0.04% | 0.12% | 0.28% | Q4 2020 | Q3 2023 | 9 |
Kore Private Wealth LLC | 5 | 2 | 0.00% | 0.06% | 0.16% | Q4 2018 | Q1 2022 | 9 |
BancFirst Trust & Investment Management | 9 | 9 | 3.13% | 4.14% | 5.11% | Q4 2021 | Q4 2023 | 9 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 9 |
Bridgewater Wealth & Financial Management, LLC | 6 | 3 | 0.08% | 0.09% | 0.10% | Q4 2014 | Q2 2017 | 9 |
WOLFF WIESE MAGANA LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2023 | 9 |
Advisory Services & Investments, LLC | 8 | 1 | 0.17% | 4.52% | 8.39% | Q1 2021 | Q2 2023 | 9 |
OPTIMUM INVESTMENT ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.11% | 0.17% | 0.23% | Q1 2020 | Q1 2022 | 9 |
Liberty Capital Management, Inc. | 6 | 1 | 0.06% | 0.15% | 0.44% | Q1 2020 | Q3 2023 | 9 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 9 | 0.01% | 0.07% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Polaris Wealth Advisory Group, LLC | 4 | 2 | 0.00% | 0.09% | 0.38% | Q2 2013 | Q3 2023 | 9 |
Jordan Park Group LLC | 5 | 4 | 0.04% | 0.13% | 0.24% | Q4 2017 | Q1 2020 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q2 2015 | 9 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 3 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q4 2022 | 9 |
Balentine LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
Almanack Investment Partners, LLC. | 7 | 1 | 0.04% | 0.49% | 1.79% | Q4 2017 | Q2 2022 | 9 |
Dentgroup LLC | 9 | 9 | 1.13% | 1.62% | 1.92% | Q4 2021 | Q4 2023 | 9 |
CPWM, LLC | 4 | 1 | 0.08% | 0.10% | 0.14% | Q4 2018 | Q3 2022 | 9 |
DIMENSION CAPITAL MANAGEMENT LLC | 8 | 1 | 0.04% | 0.10% | 0.25% | Q2 2020 | Q2 2023 | 9 |
DOPKINS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.36% | 0.47% | 0.58% | Q4 2021 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.88% | 0.92% | 0.98% | Q4 2021 | Q3 2023 | 8 |
Taylor & Morgan Wealth Management, LLC | 8 | 8 | 0.46% | 0.76% | 1.08% | Q4 2021 | Q3 2023 | 8 |
Concert Wealth Management Inc. | 4 | 4 | 0.02% | 0.07% | 0.25% | Q3 2013 | Q2 2017 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MRA Advisory Group | 6 | 2 | 2.31% | 2.79% | 3.08% | Q3 2021 | Q3 2023 | 8 |
InterOcean Capital Group, LLC | 8 | 8 | 0.01% | 0.16% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.17% | 0.52% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.09% | 0.10% | 0.10% | Q3 2020 | Q2 2022 | 8 |
RS CRUM INC. | 8 | 8 | 0.27% | 0.55% | 0.86% | Q4 2021 | Q3 2023 | 8 |
CORNERCAP INVESTMENT COUNSEL INC | 7 | 1 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q4 2020 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 0.25% | 0.38% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Jaffetilchin Investment Partners, LLC | 7 | 1 | 0.03% | 0.41% | 0.66% | Q3 2017 | Q1 2021 | 8 |
Running Point Capital Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
SPC Financial, Inc. | 4 | 1 | 1.93% | 2.06% | 2.22% | Q4 2016 | Q2 2021 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 8 |
Integrated Wealth Management | 4 | 4 | 0.11% | 0.17% | 0.20% | Q1 2015 | Q1 2017 | 8 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 8 |
Index Fund Advisors, Inc. | 8 | 8 | 0.17% | 0.25% | 0.50% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2015 | 8 |
Claraphi Advisory Network, LLC | 7 | 1 | 0.00% | 0.35% | 0.75% | Q3 2019 | Q3 2022 | 8 |
Ruggie Capital Group | 6 | 1 | 0.00% | 0.01% | 0.08% | Q2 2016 | Q4 2018 | 8 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 8 |
Foresight Wealth Management, LLC | 7 | 1 | 0.07% | 0.35% | 0.57% | Q4 2018 | Q4 2020 | 8 |
Doyle Wealth Management | 5 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2022 | 8 |
OXFORD FINANCIAL GROUP, LTD. LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 8 |
Harborview Advisors, LLC | 8 | 8 | 0.16% | 0.48% | 0.62% | Q4 2019 | Q3 2021 | 8 |
One Capital Management, LLC | 8 | 8 | 0.02% | 0.06% | 0.11% | Q2 2021 | Q1 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CJM Wealth Advisers, Ltd. | 8 | 8 | 0.96% | 1.36% | 1.61% | Q4 2021 | Q3 2023 | 8 |
Rockwood Wealth Management, LLC | 8 | 8 | 0.08% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Leeward Financial Partners, LLC | 8 | 8 | 0.72% | 0.94% | 1.06% | Q4 2021 | Q3 2023 | 8 |
McCarthy Grittinger Financial Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.13% | 0.20% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Summit Trail Advisors, LLC | 4 | 1 | 0.01% | 0.07% | 0.17% | Q1 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 2.70% | 2.92% | 3.03% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
GRAND WEALTH MANAGEMENT, LLC | 8 | 8 | 0.19% | 0.22% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Warwick Investment Management, Inc. | 8 | 8 | 0.09% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 1.25% | 1.47% | 1.66% | Q4 2021 | Q3 2023 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.15% | 0.28% | 0.46% | Q4 2021 | Q3 2023 | 8 |
TRIAD FINANCIAL ADVISORS, INC. | 8 | 8 | 0.13% | 0.21% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Tillar-Wenstrup Advisors, LLC | 4 | 1 | 1.18% | 1.73% | 2.58% | Q1 2018 | Q4 2022 | 8 |
Essex Savings Bank | 5 | 3 | 0.10% | 0.14% | 0.17% | Q4 2018 | Q2 2021 | 8 |
MAYPORT, LLC | 8 | 8 | 1.49% | 1.83% | 2.07% | Q4 2021 | Q3 2023 | 8 |
Leo H. Evart, Inc. | 8 | 8 | 0.64% | 0.72% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.07% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 3.22% | 3.55% | 3.97% | Q4 2021 | Q3 2023 | 8 |
Brooklyn FI, LLC | 8 | 8 | 3.53% | 5.97% | 8.21% | Q4 2021 | Q3 2023 | 8 |
Alpha Cubed Investments, LLC | 5 | 3 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2021 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.22% | 0.26% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.22% | 0.41% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.34% | 0.56% | 0.84% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.98% | 1.11% | 1.21% | Q4 2021 | Q3 2023 | 8 |
Guidant Wealth Advisors | 4 | 4 | 0.40% | 1.87% | 2.71% | Q3 2016 | Q3 2019 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.16% | 0.29% | 0.42% | Q4 2021 | Q3 2023 | 8 |
BigSur Wealth Management LLC | 8 | 8 | 0.25% | 0.97% | 1.46% | Q4 2021 | Q3 2023 | 8 |
Family CFO Inc | 8 | 8 | 7.80% | 8.35% | 9.12% | Q4 2021 | Q3 2023 | 8 |
Financial Futures Ltd Liability Co. | 8 | 8 | 0.27% | 0.39% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.22% | 0.30% | 0.50% | Q4 2021 | Q3 2023 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Forbes Financial Planning, Inc. | 8 | 8 | 0.54% | 0.65% | 0.76% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.10% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Ellis Investment Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 8 | 8 | 0.15% | 0.22% | 0.34% | Q4 2021 | Q3 2023 | 8 |
HFG Advisors, Inc. | 8 | 8 | 2.88% | 4.02% | 4.61% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.95% | 1.00% | 1.06% | Q4 2021 | Q3 2023 | 8 |
Windsor Creek Advisors, LLC | 5 | 1 | 0.05% | 0.40% | 1.73% | Q3 2019 | Q4 2021 | 8 |
Red Tortoise LLC | 4 | 4 | 0.23% | 0.49% | 0.75% | Q3 2021 | Q3 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.01% | 0.16% | 0.87% | Q3 2020 | Q3 2023 | 8 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 8 | 8 | 0.07% | 0.16% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.14% | 0.19% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Axiom Advisory, LLC | 8 | 8 | 2.71% | 2.92% | 3.06% | Q4 2021 | Q3 2023 | 8 |
Fairhaven Wealth Management, LLC | 6 | 2 | 0.09% | 0.11% | 0.12% | Q3 2021 | Q3 2023 | 8 |
DRAVO BAY LLC | 8 | 8 | 0.88% | 0.97% | 1.04% | Q4 2021 | Q3 2023 | 8 |
Unconventional Investor, LLC | 8 | 8 | 0.42% | 0.47% | 0.54% | Q4 2021 | Q3 2023 | 8 |
BlueSky Wealth Advisors, LLC | 8 | 8 | 0.05% | 0.32% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.02% | 0.10% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Chemistry Wealth Management LLC | 8 | 8 | 0.23% | 1.42% | 1.73% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 1.02% | 1.10% | 1.18% | Q4 2021 | Q3 2023 | 8 |
WEALTHSPAN PARTNERS, LLC | 8 | 8 | 0.99% | 1.06% | 1.16% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.11% | 0.16% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Insight Inv LLC | 8 | 8 | 0.13% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.21% | 0.43% | 0.75% | Q4 2021 | Q3 2023 | 8 |
Echo45 Advisors LLC | 8 | 8 | 0.66% | 1.48% | 1.89% | Q4 2021 | Q3 2023 | 8 |
Frontier Wealth Management LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q4 2019 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 1.66% | 2.30% | 3.19% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 2.07% | 2.29% | 2.43% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.82% | 1.51% | 1.99% | Q4 2021 | Q3 2023 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 0.31% | 0.40% | 0.56% | Q4 2021 | Q3 2023 | 8 |
TrueWealth Financial Partners | 8 | 8 | 10.32% | 10.68% | 11.15% | Q4 2021 | Q3 2023 | 8 |
MONOGRAPH WEALTH ADVISORS, LLC | 8 | 8 | 0.96% | 1.24% | 1.43% | Q4 2021 | Q3 2023 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.39% | 0.55% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Ervin Investment Management, LLC | 8 | 8 | 1.63% | 2.30% | 2.82% | Q4 2021 | Q3 2023 | 8 |
Eagle Strategies LLC | 8 | 8 | 1.27% | 2.32% | 5.83% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 1.36% | 1.49% | 1.71% | Q4 2021 | Q3 2023 | 8 |
Silver Oak Advisory Group, Inc. | 8 | 8 | 0.31% | 0.37% | 0.43% | Q4 2021 | Q3 2023 | 8 |
OLIO Financial Planning | 8 | 8 | 2.46% | 2.88% | 3.26% | Q4 2021 | Q3 2023 | 8 |
MAS Advisors LLC | 8 | 8 | 1.26% | 2.11% | 3.08% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Financial Group, LLC / IL | 8 | 8 | 1.55% | 1.79% | 2.01% | Q4 2021 | Q3 2023 | 8 |
Conrad Siegel Investment Advisors, Inc. | 8 | 8 | 0.41% | 1.00% | 3.01% | Q4 2021 | Q3 2023 | 8 |
CAPITAL PERFORMANCE ADVISORS LLP | 8 | 8 | 0.73% | 0.85% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Waypoint Capital Advisors, LLC | 8 | 8 | 0.68% | 1.00% | 1.80% | Q4 2021 | Q3 2023 | 8 |
Morling Financial Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
GPWM LLC | 8 | 8 | 3.90% | 4.88% | 5.96% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Benchmark Wealth Management, LLC | 8 | 8 | 0.14% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.36% | 0.40% | 0.53% | Q4 2021 | Q3 2023 | 8 |
HBW ADVISORY SERVICES LLC | 7 | 1 | 0.07% | 0.26% | 0.84% | Q4 2020 | Q4 2022 | 8 |
Consilium Wealth Advisory, LLC | 8 | 8 | 0.22% | 0.27% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.78% | 0.98% | 1.32% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.25% | 0.33% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2021 | 8 |
MOTCO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 8 |
KEB ASSET MANAGEMENT, LLC | 8 | 8 | 0.41% | 0.59% | 0.84% | Q4 2021 | Q3 2023 | 8 |
OPTIONS SOLUTIONS, LLC | 8 | 8 | 0.32% | 0.38% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.11% | 0.15% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Noven Financial Group, Inc. | 4 | 1 | 1.06% | 5.61% | 10.61% | Q4 2014 | Q4 2017 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.05% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.40% | 0.59% | 0.70% | Q1 2021 | Q3 2023 | 8 |
MBB PUBLIC MARKETS I LLC | 8 | 8 | 0.63% | 1.22% | 1.80% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 1.63% | 2.12% | 2.50% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Holland Advisory Services, Inc. | 8 | 8 | 0.30% | 1.65% | 3.77% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 8 |
USCA RIA LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2021 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 0.39% | 0.51% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.61% | 1.35% | 2.20% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Eagle Bay Advisors LLC | 8 | 8 | 0.01% | 0.08% | 0.24% | Q4 2021 | Q3 2023 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
JCIC Asset Management Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2016 | 8 |
Canvas Wealth Advisors, LLC | 8 | 8 | 0.20% | 0.22% | 0.24% | Q1 2021 | Q4 2022 | 8 |
Capital Advisory Group Advisory Services, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 3 | 0.05% | 0.63% | 2.73% | Q4 2016 | Q3 2023 | 8 |
TCTC Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
South Shore Capital Advisors | 8 | 8 | 0.33% | 0.66% | 0.86% | Q4 2020 | Q3 2022 | 8 |
Hackensack Meridian Health, Inc. | 8 | 8 | 18.47% | 23.65% | 26.42% | Q4 2021 | Q3 2023 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Round Rock Advisors, LLC | 8 | 8 | 0.31% | 0.38% | 0.48% | Q4 2021 | Q3 2023 | 8 |
SITTNER & NELSON, LLC | 8 | 8 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 8 |
WEALTH ADVISORS, INC. | 4 | 4 | 0.08% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.26% | 0.54% | 0.93% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 4 | 3 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q4 2022 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.02% | 0.10% | 0.21% | Q4 2021 | Q3 2023 | 7 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 7 |
Total Clarity Wealth Management, Inc. | 7 | 7 | 0.18% | 0.22% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Buffington Mohr McNeal | 7 | 7 | 1.49% | 1.61% | 1.74% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.14% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 7 |
Glovista Investments LLC | 3 | 1 | 0.04% | 0.92% | 3.89% | Q2 2014 | Q2 2023 | 7 |
VICUS CAPITAL | 6 | 1 | 0.16% | 0.24% | 0.28% | Q4 2013 | Q2 2021 | 7 |
PROFFITT & GOODSON INC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
ADVISORY RESEARCH INC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q4 2019 | 7 |
Golden State Wealth Management, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q1 2022 | 7 |
FLAGSTAR ADVISORS INC | 6 | 1 | 0.02% | 0.16% | 0.19% | Q3 2021 | Q3 2023 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 0.18% | 0.27% | 0.46% | Q1 2022 | Q3 2023 | 7 |
Safeguard Financial, LLC | 7 | 7 | 0.43% | 3.11% | 4.78% | Q1 2022 | Q3 2023 | 7 |
Cypress Wealth Services, LLC | 5 | 2 | 0.07% | 0.16% | 0.23% | Q4 2017 | Q1 2021 | 7 |
1832 Asset Management L.P. | 7 | 7 | 0.00% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Enterprise Trust & Investment Co | 6 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2022 | 7 |
GIRARD SECURITIES, INC. | 7 | 7 | 0.21% | 0.31% | 0.37% | Q4 2015 | Q2 2017 | 7 |
CSM Advisors, LLC | 7 | 7 | 0.20% | 0.25% | 0.32% | Q1 2022 | Q3 2023 | 7 |
BKS ADVISORS, LLC | 7 | 7 | 0.08% | 1.20% | 1.75% | Q2 2016 | Q4 2017 | 7 |
TCF National Bank | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q1 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
SAX WEALTH ADVISORS, LLC | 6 | 1 | 0.05% | 0.09% | 0.18% | Q4 2020 | Q3 2023 | 7 |
ADVISOR PARTNERS LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q2 2022 | 7 |
SCHRODERS IS Ltd | 3 | 1 | 0.04% | 1.07% | 6.99% | Q1 2017 | Q3 2019 | 7 |
Cahill Wealth Management, LLC | 7 | 7 | 0.27% | 0.35% | 0.45% | Q1 2022 | Q3 2023 | 7 |
THEORY FINANCIAL LLC | 4 | 3 | 2.13% | 2.32% | 2.52% | Q4 2021 | Q3 2023 | 7 |
Transamerica Financial Advisors, Inc. | 2 | 1 | 0.00% | 0.03% | 0.22% | Q1 2015 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 1.23% | 1.37% | 1.45% | Q2 2020 | Q4 2021 | 7 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Covington Capital Management | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Beaumont Asset Management, L.L.C. | 7 | 7 | 1.30% | 2.27% | 2.99% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 5 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2022 | 7 |
Zions Bancorporation | 6 | 1 | 0.01% | 0.04% | 0.07% | Q3 2016 | Q3 2018 | 7 |
NOVARE CAPITAL MANAGEMENT LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Lionsbridge Wealth Management LLC | 7 | 7 | 1.95% | 2.30% | 2.56% | Q4 2020 | Q2 2022 | 7 |
Amplius Wealth Advisors, LLC | 6 | 1 | 0.01% | 0.30% | 1.82% | Q4 2021 | Q3 2023 | 7 |
Athena Investment Management | 7 | 7 | 0.23% | 0.24% | 0.27% | Q1 2022 | Q3 2023 | 7 |
O'ROURKE & COMPANY, Inc | 7 | 7 | 0.24% | 0.71% | 0.98% | Q1 2022 | Q3 2023 | 7 |
SILVERLAKE WEALTH MANAGEMENT LLC | 7 | 7 | 0.21% | 0.37% | 0.47% | Q1 2022 | Q3 2023 | 7 |
Investors Financial Group, LLC | 7 | 7 | 0.23% | 0.24% | 0.26% | Q2 2020 | Q4 2021 | 7 |
ALBION FINANCIAL GROUP /UT | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Paragon Advisors, LLC | 7 | 7 | 1.13% | 6.24% | 13.14% | Q4 2020 | Q2 2022 | 7 |
Laidlaw Wealth Management LLC | 5 | 1 | 0.06% | 0.08% | 0.18% | Q4 2019 | Q4 2022 | 7 |
TimeScale Financial, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 7 |
Q3 Asset Management | 3 | 2 | 2.17% | 4.06% | 5.82% | Q4 2020 | Q1 2023 | 7 |
Sepio Capital, LP | 7 | 7 | 1.55% | 1.89% | 2.80% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 4.33% | 4.59% | 4.76% | Q4 2021 | Q3 2023 | 7 |
Alaska Wealth Advisors | 4 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 7 |
Ironsides Asset Advisors, LLC | 4 | 3 | 0.10% | 0.11% | 0.13% | Q1 2018 | Q4 2019 | 7 |
Kerntke Otto McGlone Wealth Management Group | 7 | 7 | 0.94% | 1.06% | 1.18% | Q4 2019 | Q2 2021 | 7 |
RHS Financial, LLC | 5 | 1 | 0.16% | 0.30% | 0.43% | Q4 2018 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
BTS Asset Management, Inc. | 4 | 1 | 0.35% | 10.04% | 64.50% | Q1 2020 | Q3 2023 | 7 |
Accredited Investors Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.09% | 0.16% | 0.32% | Q2 2013 | Q4 2014 | 7 |
Hoover Financial Advisors, Inc. | 7 | 7 | 0.10% | 0.16% | 0.30% | Q4 2019 | Q2 2021 | 7 |
Compagnie Lombard Odier SCmA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
CONCORD ASSET MANAGEMENT LLC | 7 | 7 | 5.39% | 5.60% | 5.90% | Q2 2013 | Q4 2014 | 7 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.03% | 0.05% | 0.14% | Q1 2014 | Q3 2023 | 7 |
AMERICAN NATIONAL BANK | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Forest Hill Capital, LLC | 7 | 7 | 0.28% | 0.44% | 0.57% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.18% | 0.19% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Lokken Investment Group LLC | 7 | 7 | 1.45% | 1.58% | 1.66% | Q1 2022 | Q3 2023 | 7 |
MorganRosel Wealth Management, LLC | 7 | 7 | 1.31% | 2.15% | 2.42% | Q1 2022 | Q3 2023 | 7 |
Independent Advisor Alliance | 6 | 1 | 0.07% | 0.14% | 0.50% | Q4 2019 | Q3 2023 | 7 |
Semmax Financial Advisors Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 7 |
Minot Wealth Management LLC | 7 | 7 | 0.06% | 0.07% | 0.10% | Q4 2020 | Q2 2022 | 7 |
Next Level Private LLC | 5 | 2 | 0.19% | 0.40% | 1.53% | Q4 2021 | Q3 2023 | 7 |
University of Maryland Foundation, Inc. | 7 | 7 | 6.25% | 13.66% | 17.40% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.14% | 0.17% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Jackson Creek Investment Advisors LLC | 4 | 3 | 0.07% | 0.15% | 0.26% | Q1 2021 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.06% | 0.08% | 0.09% | Q4 2016 | Q2 2018 | 7 |
Fisher Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 7 |
KANAWHA CAPITAL MANAGEMENT LLC | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Investment Advisory Group, LLC | 4 | 3 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 7 |
FIDUCIENT ADVISORS LLC | 6 | 1 | 0.08% | 0.11% | 0.26% | Q4 2020 | Q3 2022 | 7 |
Cardinal Strategic Wealth Guidance | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Fort Point Capital Partners LLC | 5 | 2 | 0.03% | 0.08% | 0.14% | Q1 2017 | Q1 2022 | 7 |
CADENCE BANK NA | 7 | 7 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q2 2022 | 7 |
Yellowstone Partners, LLC | 5 | 2 | 0.17% | 0.65% | 1.42% | Q3 2015 | Q4 2017 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.01% | 0.01% | 0.05% | Q4 2020 | Q4 2022 | 7 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.02% | 0.17% | Q4 2019 | Q1 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.56% | 0.76% | 0.88% | Q1 2022 | Q3 2023 | 7 |
Huntington Steele LLC | 7 | 7 | 0.26% | 0.28% | 0.29% | Q2 2013 | Q4 2014 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.32% | 0.39% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.03% | 0.06% | 0.11% | Q4 2016 | Q2 2018 | 7 |
Investments & Financial Planning, LLC | 4 | 3 | 3.71% | 4.53% | 5.16% | Q4 2021 | Q3 2023 | 7 |
Seelaus Asset Management LLC | 7 | 7 | 0.14% | 0.15% | 0.17% | Q4 2020 | Q2 2022 | 7 |
QUATTRO FINANCIAL ADVISORS LLC | 7 | 7 | 0.40% | 2.14% | 3.11% | Q3 2021 | Q1 2023 | 7 |
Keystone Wealth Services, LLC | 4 | 3 | 0.08% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 7 |
PINNACLE ASSOCIATES LTD | 4 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Allegis Investment Advisors, LLC | 6 | 1 | 0.04% | 0.47% | 1.41% | Q4 2015 | Q1 2018 | 7 |
Truvestments Capital LLC | 2 | 1 | 0.00% | 0.06% | 0.18% | Q2 2018 | Q3 2022 | 6 |
TWIN CAPITAL MANAGEMENT INC | 6 | 6 | 0.37% | 0.54% | 0.68% | Q2 2013 | Q3 2014 | 6 |
B&D White Capital Company, LLC | 6 | 6 | 0.73% | 0.89% | 1.10% | Q4 2020 | Q1 2022 | 6 |
Greenspring Advisors, LLC | 6 | 6 | 0.21% | 0.25% | 0.27% | Q4 2021 | Q1 2023 | 6 |
L & S Advisors Inc | 6 | 6 | 0.26% | 0.35% | 0.42% | Q3 2016 | Q4 2017 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.26% | 0.33% | 0.43% | Q2 2013 | Q3 2014 | 6 |
WestHill Financial Advisors, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
Ten Capital Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.43% | 0.94% | Q3 2020 | Q3 2022 | 6 |
Sage Capital Advisors,llc | 4 | 1 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 6 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 6 |
JT Stratford LLC | 6 | 6 | 0.15% | 0.20% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Choate Investment Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
JEPPSON WEALTH MANAGEMENT, LLC | 5 | 1 | 0.10% | 0.11% | 0.12% | Q3 2020 | Q1 2022 | 6 |
RGT Wealth Advisors, LLC | 4 | 2 | 0.00% | 0.05% | 0.14% | Q4 2016 | Q3 2022 | 6 |
King Wealth Management Group | 3 | 3 | 0.04% | 0.11% | 0.19% | Q1 2014 | Q3 2023 | 6 |
Keebeck Wealth Management, LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q1 2022 | 6 |
Walkner Condon Financial Advisors LLC | 6 | 6 | 0.12% | 0.51% | 0.65% | Q2 2022 | Q3 2023 | 6 |
Canal Capital Management, LLC | 6 | 6 | 0.14% | 0.17% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Border to Coast Pensions Partnership Ltd | 4 | 2 | 0.35% | 1.23% | 2.07% | Q2 2021 | Q1 2023 | 6 |
Boston Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q3 2021 | 6 |
Shamrock Asset Management LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q3 2019 | 6 |
Princeton Global Asset Management LLC | 6 | 6 | 0.00% | 0.18% | 0.24% | Q4 2018 | Q1 2020 | 6 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
GREENUP STREET WEALTH MANAGEMENT LLC | 6 | 6 | 0.24% | 0.37% | 0.56% | Q2 2022 | Q3 2023 | 6 |
KRAFT ASSET MANAGEMENT, LLC | 6 | 6 | 1.09% | 1.39% | 1.62% | Q2 2022 | Q3 2023 | 6 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 6 | 6 | 0.26% | 0.30% | 0.36% | Q2 2022 | Q3 2023 | 6 |
AT Bancorp | 6 | 6 | 0.03% | 0.04% | 0.07% | Q4 2017 | Q1 2019 | 6 |
Weitzel Financial Services, Inc. | 6 | 6 | 0.49% | 0.59% | 0.74% | Q2 2022 | Q3 2023 | 6 |
Prostatis Group LLC | 5 | 1 | 0.02% | 0.26% | 0.41% | Q4 2020 | Q2 2023 | 6 |
Bowman & Co S.C. | 4 | 2 | 0.39% | 0.54% | 0.66% | Q1 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Hennion & Walsh Asset Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Convergent Wealth Advisors | 5 | 1 | 0.14% | 0.25% | 0.34% | Q4 2013 | Q2 2015 | 6 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2023 | 6 |
Stone Asset Management Inc. | 6 | 6 | 3.40% | 4.12% | 4.45% | Q4 2021 | Q1 2023 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q4 2022 | 6 |
PagnatoKarp Partners LLC | 6 | 6 | 0.86% | 1.85% | 3.27% | Q4 2018 | Q1 2020 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
UBS AG | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Squar Milner Financial Services LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 6 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 4 | 2 | 0.04% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 6 |
SHELTON CAPITAL MANAGEMENT | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 6 |
PETTYJOHN, WOOD & WHITE, INC | 6 | 6 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Kohmann Bosshard Financial Services, LLC | 6 | 6 | 2.28% | 2.40% | 2.53% | Q2 2022 | Q3 2023 | 6 |
Landmark Wealth Management, LLC | 3 | 1 | 0.52% | 1.09% | 1.23% | Q4 2021 | Q3 2023 | 6 |
Gryphon Financial Partners LLC | 5 | 1 | 0.00% | 0.13% | 0.20% | Q4 2017 | Q2 2022 | 6 |
Concorde Asset Management, LLC | 4 | 2 | 0.16% | 1.15% | 5.44% | Q1 2016 | Q2 2019 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
WEST BANCORPORATION INC | 4 | 2 | 0.01% | 0.04% | 0.12% | Q2 2020 | Q3 2022 | 6 |
55I, LLC | 6 | 6 | 0.03% | 0.05% | 0.09% | Q2 2021 | Q3 2022 | 6 |
Johnson Financial Group, LLC | 3 | 1 | 0.16% | 0.21% | 0.29% | Q4 2016 | Q1 2019 | 6 |
Tradewinds Capital Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2018 | 6 |
Parisi Gray Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q2 2021 | 6 |
Providence Capital Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 6 |
Santori & Peters, Inc. | 6 | 6 | 0.26% | 0.30% | 0.34% | Q4 2017 | Q1 2019 | 6 |
Gemmer Asset Management LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 6 |
LCNB CORP | 6 | 6 | 0.17% | 0.24% | 0.53% | Q3 2018 | Q4 2019 | 6 |
Bell Bank | 6 | 6 | 0.15% | 0.16% | 0.17% | Q3 2014 | Q4 2015 | 6 |
Morton Capital Management LLC/CA | 6 | 6 | 0.12% | 0.13% | 0.14% | Q2 2022 | Q3 2023 | 6 |
BECK CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.72% | 1.34% | 2.19% | Q4 2020 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ATWOOD & PALMER INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 6 |
Elmwood Wealth Management, Inc. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
HSBC HOLDINGS PLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Mayflower Financial Advisors, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2022 | 6 |
Willis Investment Counsel | 6 | 6 | 0.18% | 0.26% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Verity Asset Management, Inc. | 5 | 1 | 0.31% | 1.60% | 2.95% | Q1 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TOTAL INVESTMENT MANAGEMENT INC | 6 | 6 | 0.04% | 1.50% | 8.38% | Q2 2022 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Quantum Financial Advisors, LLC | 6 | 6 | 0.17% | 0.26% | 0.34% | Q2 2022 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 2.84% | 3.17% | 3.45% | Q1 2022 | Q2 2023 | 6 |
Allianz Asset Management GmbH | 6 | 6 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q2 2022 | 6 |
Fiduciary Planning LLC | 3 | 2 | 0.01% | 0.17% | 0.42% | Q4 2019 | Q1 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
SVB Investment Services Inc. | 5 | 5 | 0.02% | 0.06% | 0.21% | Q4 2019 | Q4 2020 | 5 |
Derbend Asset Management | 5 | 5 | 0.26% | 0.27% | 0.29% | Q3 2022 | Q3 2023 | 5 |
Aureus Asset Management, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2017 | 5 |
Karp Capital Management Corp | 4 | 1 | 0.07% | 0.26% | 0.96% | Q4 2014 | Q2 2022 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
FOUNDERS BANK & TRUST | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2014 | 5 |
RELIANCE TRUST CO OF DELAWARE | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2017 | 5 |
FSM Wealth Advisors, LLC | 5 | 5 | 0.14% | 0.18% | 0.23% | Q3 2022 | Q3 2023 | 5 |
Pinnacle Family Advisors, LLC | 2 | 1 | 5.33% | 7.92% | 10.39% | Q4 2016 | Q3 2018 | 5 |
Apeiron RIA LLC | 4 | 1 | 0.10% | 0.13% | 0.13% | Q2 2022 | Q3 2023 | 5 |
Robertson Stephens Wealth Management, LLC | 5 | 5 | 0.02% | 0.07% | 0.13% | Q1 2021 | Q1 2022 | 5 |
SHEPHERD KAPLAN KROCHUK, LLC | 5 | 5 | 0.14% | 0.60% | 1.18% | Q2 2018 | Q2 2019 | 5 |
MOTIVE WEALTH ADVISORS | 5 | 5 | 0.21% | 0.51% | 0.80% | Q2 2021 | Q2 2022 | 5 |
Elite Wealth Management, Inc. | 4 | 1 | 0.03% | 0.73% | 2.09% | Q4 2013 | Q3 2015 | 5 |
RONALD BLUE & CO LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
AVIANCE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q3 2016 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.20% | 0.21% | 0.23% | Q3 2022 | Q3 2023 | 5 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 5 |
ALESCO ADVISORS LLC | 4 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q3 2023 | 5 |
REDMONT WEALTH ADVISORS LLC | 5 | 5 | 0.36% | 0.37% | 0.38% | Q4 2021 | Q4 2022 | 5 |
Lantz Financial LLC | 5 | 5 | 0.24% | 0.55% | 0.84% | Q3 2022 | Q3 2023 | 5 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 1 | 0.02% | 0.21% | 0.89% | Q4 2021 | Q3 2023 | 5 |
Paradigm Financial Partners, LLC | 5 | 5 | 0.14% | 0.21% | 0.29% | Q1 2019 | Q1 2020 | 5 |
Quadrant Capital Management, LLC | 5 | 5 | 2.22% | 2.50% | 2.79% | Q4 2018 | Q4 2019 | 5 |
Marquette Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Intelligence Driven Advisers, LLC | 5 | 5 | 0.19% | 0.21% | 0.25% | Q4 2018 | Q4 2019 | 5 |
KING LUTHER CAPITAL MANAGEMENT CORP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Resource Planning Group | 4 | 1 | 0.14% | 0.20% | 0.24% | Q1 2021 | Q2 2023 | 5 |
Pflug Koory, LLC | 5 | 5 | 0.23% | 0.24% | 0.25% | Q2 2022 | Q2 2023 | 5 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.00% | 0.13% | 0.50% | Q3 2020 | Q2 2023 | 5 |
Capasso Planning Partners LLC | 5 | 5 | 0.26% | 0.33% | 0.39% | Q3 2022 | Q3 2023 | 5 |
Sonora Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 5 |
Columbia Asset Management | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Crescent Grove Advisors, LLC | 3 | 2 | 0.03% | 0.04% | 0.07% | Q2 2017 | Q2 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 5 |
Graypoint LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
NorthLanding Financial Partners, LLC | 5 | 5 | 1.90% | 2.08% | 2.22% | Q3 2022 | Q3 2023 | 5 |
Anfield Capital Management, LLC | 5 | 5 | 0.03% | 0.14% | 0.18% | Q4 2019 | Q4 2020 | 5 |
LIBRA WEALTH LLC | 5 | 5 | 0.02% | 0.25% | 0.31% | Q3 2022 | Q3 2023 | 5 |
DEFINED WEALTH MANAGEMENT, LLC | 4 | 1 | 0.05% | 0.40% | 1.18% | Q4 2020 | Q3 2023 | 5 |
Abacus Wealth Partners, LLC | 5 | 5 | 0.36% | 0.53% | 0.79% | Q4 2020 | Q4 2021 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.99% | 1.00% | 1.03% | Q4 2021 | Q4 2022 | 5 |
Paulson Wealth Management Inc. | 2 | 1 | 0.06% | 0.49% | 1.13% | Q4 2017 | Q3 2023 | 5 |
FULTON BANK, N.A. | 5 | 5 | 0.02% | 0.05% | 0.05% | Q4 2022 | Q4 2023 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 5 |
Diversified, LLC | 5 | 5 | 0.12% | 0.14% | 0.18% | Q3 2022 | Q3 2023 | 5 |
EPG Wealth Management LLC | 3 | 2 | 0.00% | 0.11% | 0.38% | Q4 2019 | Q3 2023 | 5 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2019 | 5 |
Wellspring Financial Advisors, LLC | 5 | 5 | 0.10% | 0.14% | 0.16% | Q1 2020 | Q1 2021 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2016 | 5 |
Secure Asset Management, LLC | 3 | 2 | 0.08% | 0.21% | 0.33% | Q2 2021 | Q1 2023 | 5 |
FORVIS Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 5 |
Capstone Triton Financial Group, LLC | 4 | 1 | 0.16% | 0.50% | 1.33% | Q4 2020 | Q1 2022 | 5 |
Paracle Advisors, LLC | 5 | 5 | 0.22% | 0.25% | 0.28% | Q1 2020 | Q1 2021 | 5 |
Aberdeen Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 5 |
WELCH & FORBES LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 5 |
HCR Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2015 | Q1 2016 | 5 |
WASHINGTON TRUST BANK | 4 | 1 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q3 2018 | 5 |
Von Berge Wealth Management Group, LLC | 3 | 1 | 0.17% | 0.20% | 0.22% | Q4 2021 | Q2 2023 | 5 |
Covenant Multifamily Offices, LLC | 3 | 1 | 0.01% | 0.53% | 0.96% | Q1 2019 | Q4 2020 | 5 |
Fusion Investment Group, LLC | 4 | 1 | 0.01% | 0.05% | 0.08% | Q4 2013 | Q2 2015 | 5 |
Tarbox Family Office, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 5 |
AllSquare Wealth Management LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q1 2022 | 5 |
CM WEALTH ADVISORS LLC | 3 | 2 | 0.10% | 0.13% | 0.16% | Q2 2022 | Q3 2023 | 5 |
Ameritas Investment Partners, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 5 |
L. Roy Papp & Associates, LLP | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q4 2021 | 5 |
Annex Advisory Services, LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 5 |
Portfolio Solutions, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Stonebridge Financial Planning Group, LLC | 2 | 1 | 0.02% | 0.10% | 0.21% | Q4 2019 | Q3 2023 | 5 |
BEAM WEALTH ADVISORS, INC. | 4 | 1 | 0.22% | 0.24% | 0.25% | Q4 2019 | Q3 2021 | 5 |
Arcus Capital Partners, LLC | 3 | 2 | 0.08% | 0.09% | 0.11% | Q2 2018 | Q3 2019 | 5 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.17% | 0.82% | Q4 2014 | Q3 2018 | 5 |
Claro Advisors LLC | 3 | 2 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 5 |
BRANDES INVESTMENT PARTNERS, LP | 2 | 1 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.23% | 0.25% | 0.27% | Q4 2022 | Q4 2023 | 5 |
ACG Wealth | 4 | 1 | 0.00% | 0.05% | 0.09% | Q1 2019 | Q2 2022 | 5 |
PACIFIC FINANCIAL GROUP INC | 4 | 1 | 0.00% | 0.24% | 0.30% | Q1 2019 | Q3 2020 | 5 |
Opal Wealth Advisors, LLC | 4 | 1 | 0.18% | 2.98% | 13.93% | Q1 2022 | Q3 2023 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.01% | 0.17% | 0.40% | Q3 2016 | Q1 2023 | 5 |
TNF LLC | 5 | 5 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2022 | 5 |
Wagner Wealth Management, LLC | 4 | 1 | 0.00% | 0.08% | 0.10% | Q4 2017 | Q1 2021 | 5 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 5 | 5 | 1.28% | 1.40% | 1.49% | Q4 2021 | Q4 2022 | 5 |
RITHOLTZ WEALTH MANAGEMENT | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 5 |
FineMark National Bank & Trust | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Clear Perspectives Financial Planning, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
Performa Ltd (US), LLC | 2 | 1 | 0.02% | 0.69% | 2.63% | Q3 2020 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Dorsey Wright & Associates | 5 | 5 | 3.10% | 7.23% | 10.12% | Q2 2013 | Q2 2014 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
General Partner, Inc. | 5 | 5 | 2.60% | 2.70% | 2.86% | Q4 2022 | Q4 2023 | 5 |
ARGENT TRUST COMPANY, N.A. | 4 | 4 | 0.58% | 0.69% | 0.81% | Q2 2014 | Q1 2015 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.00% | 0.04% | 0.17% | Q4 2019 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Ridgewood Investments LLC | 4 | 4 | 0.13% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Ally Invest Advisors Inc. | 4 | 4 | 0.04% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.13% | 0.16% | 0.21% | Q4 2017 | Q3 2018 | 4 |
Hamilton Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Geneva Partners, LLC | 4 | 4 | 0.24% | 0.26% | 0.28% | Q4 2020 | Q3 2021 | 4 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.19% | 1.53% | 3.07% | Q1 2016 | Q1 2021 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
True North Advisors, LLC | 4 | 4 | 0.05% | 0.14% | 0.23% | Q4 2021 | Q3 2022 | 4 |
First Personal Financial Services | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 4 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Barber Financial Group, Inc. | 4 | 4 | 0.06% | 0.11% | 0.15% | Q4 2016 | Q3 2017 | 4 |
Sequoia Wealth Management, LLC | 4 | 4 | 0.22% | 0.35% | 0.64% | Q4 2018 | Q3 2019 | 4 |
Friedenthal Financial | 4 | 4 | 0.40% | 0.43% | 0.46% | Q2 2022 | Q1 2023 | 4 |
Windsor Advisory Group, LLC | 4 | 4 | 1.03% | 1.08% | 1.15% | Q4 2022 | Q3 2023 | 4 |
Stewardship Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 4 |
Heritage Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 4 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.17% | 1.11% | 2.64% | Q2 2013 | Q1 2016 | 4 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2017 | 4 |
Evolution Wealth Advisors, LLC | 4 | 4 | 0.25% | 0.28% | 0.31% | Q4 2022 | Q3 2023 | 4 |
ELEMENT POINTE ADVISORS, LLC | 4 | 4 | 0.19% | 0.20% | 0.20% | Q1 2019 | Q4 2019 | 4 |
Salomon & Ludwin, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Braver Wealth Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q4 2016 | 4 |
MA Private Wealth | 4 | 4 | 0.33% | 0.75% | 1.36% | Q4 2018 | Q3 2019 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 4 |
My Legacy Advisors, LLC | 4 | 4 | 0.10% | 0.30% | 0.60% | Q1 2022 | Q4 2022 | 4 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 4 |
Trek Financial, LLC | 4 | 4 | 0.22% | 0.26% | 0.28% | Q4 2018 | Q3 2019 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2021 | 4 |
New Harbor Financial Group, LLC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q2 2015 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Visionary Asset Management, Inc. | 4 | 4 | 0.06% | 0.10% | 0.14% | Q2 2017 | Q1 2018 | 4 |
tru Independence LLC | 3 | 1 | 0.02% | 0.11% | 0.21% | Q4 2019 | Q1 2021 | 4 |
DT Investment Partners, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 4 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2018 | 4 |
Partnervest Advisory Services LLC | 3 | 1 | 0.13% | 0.13% | 0.14% | Q3 2019 | Q3 2020 | 4 |
Titan Capital Management, LLC /TX | 4 | 4 | 9.24% | 10.00% | 10.68% | Q1 2021 | Q4 2021 | 4 |
Fortis Capital Management LLC | 4 | 4 | 1.96% | 2.41% | 3.08% | Q4 2022 | Q3 2023 | 4 |
Retirement Planning Group, LLC | 4 | 4 | 0.04% | 0.09% | 0.24% | Q2 2021 | Q1 2022 | 4 |
Alhambra Investment Management LLC | 4 | 4 | 0.43% | 0.61% | 0.69% | Q4 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.04% | 0.08% | 0.14% | Q4 2022 | Q3 2023 | 4 |
HARRELL INVESTMENT PARTNERS, LLC | 4 | 4 | 0.11% | 0.11% | 0.12% | Q4 2020 | Q3 2021 | 4 |
Asio Capital, LLC | 2 | 2 | 0.00% | 0.73% | 1.59% | Q4 2019 | Q1 2023 | 4 |
Goodwin Investment Advisory | 4 | 4 | 2.23% | 3.07% | 3.74% | Q4 2022 | Q3 2023 | 4 |
RIVER GLOBAL INVESTORS LLP | 2 | 2 | 0.64% | 0.92% | 1.23% | Q1 2017 | Q2 2019 | 4 |
Tempus Wealth Planning, LLC | 4 | 4 | 0.45% | 0.48% | 0.50% | Q1 2021 | Q4 2021 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.19% | 0.27% | 0.42% | Q4 2019 | Q3 2020 | 4 |
B. Riley Financial, Inc. | 4 | 4 | 0.11% | 0.12% | 0.14% | Q3 2017 | Q2 2018 | 4 |
Paul John Balson | 4 | 4 | 0.24% | 0.37% | 0.60% | Q1 2020 | Q4 2020 | 4 |
REBALANCE, LLC | 4 | 4 | 0.19% | 0.20% | 0.20% | Q4 2022 | Q3 2023 | 4 |
B & T Capital Management DBA Alpha Capital Management | 4 | 4 | 0.34% | 0.45% | 0.65% | Q1 2017 | Q4 2017 | 4 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 1 | 0.00% | 0.04% | 0.12% | Q1 2021 | Q3 2023 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 4 |
FWL INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
FundX Investment Group, LLC | 2 | 1 | 0.38% | 1.66% | 4.28% | Q2 2013 | Q4 2021 | 4 |
Horizon Investment Services, LLC | 4 | 4 | 0.15% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Cubic Asset Management, LLC | 2 | 1 | 0.07% | 0.11% | 0.18% | Q4 2015 | Q3 2020 | 4 |
Birchcreek Wealth Management, LLC | 2 | 2 | 0.17% | 0.24% | 0.30% | Q4 2020 | Q4 2021 | 4 |
Mach-1 Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Addison Advisors LLC | 4 | 4 | 0.10% | 0.19% | 0.29% | Q4 2022 | Q3 2023 | 4 |
ELLERSON GROUP INC /ADV | 4 | 4 | 0.30% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Cannon Global Investment Management, LLC | 3 | 1 | 0.29% | 1.39% | 2.59% | Q1 2021 | Q1 2022 | 4 |
Quantitative Advantage, LLC | 4 | 4 | 0.42% | 3.70% | 7.74% | Q2 2016 | Q1 2017 | 4 |
ClearBridge Investments | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
WCG Wealth Advisors LLC | 2 | 1 | 0.00% | 0.05% | 0.12% | Q2 2022 | Q3 2023 | 4 |
ACAS, LLC | 4 | 4 | 0.82% | 0.93% | 1.04% | Q4 2022 | Q3 2023 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Dominguez Wealth Management Solutions, Inc. | 4 | 4 | 0.31% | 0.33% | 0.36% | Q4 2022 | Q3 2023 | 4 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q4 2019 | 4 |
Family Investment Center, Inc. | 4 | 4 | 0.26% | 0.28% | 0.29% | Q4 2022 | Q3 2023 | 4 |
DGS Capital Management, LLC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q1 2022 | Q1 2023 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q3 2022 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2022 | 4 |
VANCE WEALTH, INC. | 4 | 4 | 0.37% | 0.60% | 0.80% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.18% | 0.49% | 0.71% | Q4 2021 | Q3 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.05% | 0.14% | 0.27% | Q4 2022 | Q3 2023 | 4 |
My Personal CFO, LLC | 4 | 4 | 0.22% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
ESG Planning | 4 | 4 | 0.46% | 0.74% | 1.00% | Q1 2022 | Q4 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 2.94% | 3.07% | 3.20% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 0.31% | 0.46% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Fee-Only Financial Planning, L.C. | 4 | 4 | 6.95% | 7.21% | 7.59% | Q4 2022 | Q3 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.35% | 0.40% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Retirement Investment Advisors, Inc. | 4 | 4 | 3.90% | 5.13% | 6.41% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 2.24% | 2.32% | 2.37% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Mainsail Financial Group, LLC | 4 | 4 | 2.92% | 2.95% | 2.97% | Q4 2022 | Q3 2023 | 4 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q3 2022 | 4 |
LAM GROUP, INC. | 4 | 4 | 4.00% | 4.12% | 4.36% | Q4 2022 | Q3 2023 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.25% | 0.29% | 0.33% | Q4 2022 | Q3 2023 | 4 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 4 | 4 | 6.41% | 6.87% | 7.60% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 1.56% | 1.61% | 1.71% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.04% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.43% | 0.44% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Rooted Wealth Advisors, Inc. | 4 | 4 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.49% | 0.75% | 0.97% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 8.19% | 8.41% | 8.64% | Q4 2022 | Q3 2023 | 4 |
Arista Wealth Management, LLC | 4 | 4 | 0.95% | 6.39% | 14.04% | Q4 2022 | Q3 2023 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.37% | 0.46% | 0.62% | Q4 2022 | Q3 2023 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.23% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.07% | 0.12% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 1.78% | 2.08% | 2.58% | Q4 2022 | Q3 2023 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 0.99% | 1.14% | 1.28% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.88% | 1.03% | 1.37% | Q4 2022 | Q3 2023 | 4 |
Evergreen Wealth Management, LLC | 4 | 4 | 1.77% | 2.26% | 2.62% | Q4 2022 | Q3 2023 | 4 |
QUARRY HILL ADVISORS, LLC | 4 | 4 | 0.39% | 0.43% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 3.88% | 4.17% | 4.86% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 1.34% | 1.53% | 1.61% | Q4 2022 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.37% | 0.58% | 0.80% | Q4 2022 | Q3 2023 | 4 |
Park Edge Advisors, LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.06% | 0.26% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Sonoma Private Wealth LLC | 4 | 4 | 0.74% | 1.03% | 1.34% | Q4 2022 | Q3 2023 | 4 |
LMG Wealth Partners, LLC | 4 | 4 | 4.49% | 4.93% | 5.28% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RF&L WEALTH MANAGEMENT, LLC | 4 | 4 | 3.08% | 3.34% | 3.70% | Q4 2022 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 4.54% | 4.71% | 5.09% | Q4 2022 | Q3 2023 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 0.26% | 0.29% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.68% | 0.70% | 0.73% | Q4 2022 | Q3 2023 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.98% | 1.10% | 1.31% | Q4 2022 | Q3 2023 | 4 |
Hyperion Partners, LLC | 4 | 4 | 3.66% | 3.73% | 3.84% | Q4 2022 | Q3 2023 | 4 |
Aspen Wealth Strategies, LLC | 4 | 4 | 0.23% | 0.28% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 0.16% | 0.17% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Pioneer Wealth Management Group | 4 | 4 | 2.15% | 2.58% | 2.90% | Q4 2022 | Q3 2023 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 4.36% | 4.53% | 4.80% | Q4 2022 | Q3 2023 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 2.01% | 2.28% | 2.73% | Q4 2022 | Q3 2023 | 4 |
3Chopt Investment Partners, LLC | 4 | 4 | 1.62% | 1.72% | 1.81% | Q4 2022 | Q3 2023 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 0.18% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Meritas Wealth Management, LLC | 4 | 4 | 0.68% | 0.70% | 0.74% | Q4 2022 | Q3 2023 | 4 |
WEIK CAPITAL MANAGEMENT | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 5.62% | 5.81% | 6.04% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.49% | 0.65% | 0.76% | Q4 2022 | Q3 2023 | 4 |
ROMANO BROTHERS AND COMPANY | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BINGHAM OSBORN & SCARBOROUGH LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
JANUS HENDERSON GROUP PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
TRUSTCO BANK CORP N Y | 4 | 4 | 0.19% | 0.21% | 0.21% | Q1 2021 | Q4 2021 | 4 |
FIRST HORIZON CORP | 3 | 1 | 0.00% | 0.13% | 0.53% | Q2 2013 | Q2 2021 | 4 |
DEARBORN PARTNERS LLC | 3 | 1 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 4 |
FIRST FINANCIAL CORP /IN/ | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 4 |
SHEETS SMITH WEALTH MANAGEMENT | 3 | 1 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 4 |
WADE G W & INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Zurich Insurance Group Ltd/FI | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q3 2018 | 4 |
GOODWIN DANIEL L | 4 | 4 | 0.67% | 0.75% | 0.82% | Q1 2020 | Q4 2020 | 4 |
CSS LLC/IL | 4 | 4 | 0.11% | 0.16% | 0.19% | Q1 2021 | Q4 2021 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
FIRST FOUNDATION ADVISORS | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 4 | 4 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q1 2021 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.36% | 0.42% | 0.50% | Q2 2017 | Q1 2018 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.55% | 0.57% | 0.59% | Q4 2022 | Q3 2023 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.40% | 0.47% | 0.50% | Q2 2022 | Q1 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.14% | 0.16% | 0.18% | Q4 2018 | Q3 2019 | 4 |
Moors & Cabot, Inc. | 2 | 1 | 0.02% | 0.02% | 0.04% | Q1 2017 | Q3 2021 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.14% | 0.17% | 0.21% | Q1 2023 | Q3 2023 | 3 |
CHANNEL WEALTH LLC | 3 | 3 | 0.23% | 0.27% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 1.90% | 1.91% | 1.91% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.33% | 0.38% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Bridgewater Advisors Inc. | 3 | 3 | 0.23% | 0.25% | 0.26% | Q4 2013 | Q2 2014 | 3 |
Jolley Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
BetterWealth, LLC | 2 | 1 | 0.08% | 0.17% | 0.28% | Q4 2021 | Q2 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.33% | 0.34% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NATIONAL INVESTMENT SERVICES INC /WI | 3 | 3 | 0.47% | 0.62% | 0.70% | Q2 2013 | Q4 2013 | 3 |
Vestcor Inc | 3 | 3 | 0.33% | 0.35% | 0.38% | Q2 2020 | Q4 2020 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
American Financial Network Advisory Services LLC | 2 | 1 | 0.02% | 0.39% | 1.11% | Q3 2017 | Q3 2019 | 3 |
Clean Yield Group | 2 | 1 | 0.04% | 0.10% | 0.18% | Q2 2015 | Q2 2016 | 3 |
Ellenbecker Investment Group | 3 | 3 | 0.18% | 0.20% | 0.23% | Q3 2020 | Q1 2021 | 3 |
Sage Financial Management Group, Inc. | 2 | 1 | 0.13% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 3 |
ACIMA PRIVATE WEALTH, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.41% | 0.44% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Williams Jones Wealth Management, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Key Client Fiduciary Advisors, LLC | 3 | 3 | 0.17% | 0.19% | 0.23% | Q1 2023 | Q3 2023 | 3 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q2 2023 | 3 |
FirstPurpose Wealth LLC | 2 | 1 | 0.11% | 0.13% | 0.16% | Q2 2022 | Q1 2023 | 3 |
SMITH, MOORE & CO. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q2 2018 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CLARIS ADVISORS, LLC / MO / | 2 | 1 | 0.13% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.05% | 0.05% | 0.07% | Q1 2022 | Q3 2022 | 3 |
United Asset Strategies, Inc. | 3 | 3 | 1.32% | 1.64% | 1.81% | Q2 2013 | Q4 2013 | 3 |
Latigo Investments, LLC | 3 | 3 | 1.06% | 1.08% | 1.10% | Q4 2021 | Q2 2022 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
GOFEN & GLOSSBERG LLC /IL/ | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Kessler Investment Group, LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q1 2022 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q4 2019 | 3 |
COUNTRY CLUB BANK /GFN | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q2 2021 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2017 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.10% | 1.08% | 2.95% | Q4 2022 | Q3 2023 | 3 |
Blue Granite Capital, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2017 | Q4 2017 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 2.35% | 2.51% | 2.77% | Q1 2023 | Q3 2023 | 3 |
Independent Family Office, LLC | 2 | 1 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q2 2023 | 3 |
PRINCETON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 3 |
Exchange Capital Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Pinnacle Advisory Group, Inc. | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q1 2021 | 3 |
Boothe Investment Group, Inc. | 3 | 3 | 12.16% | 12.44% | 12.62% | Q2 2018 | Q4 2018 | 3 |
Legend Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
CHARTIST INC /CA/ | 3 | 3 | 0.17% | 0.30% | 0.41% | Q2 2018 | Q4 2018 | 3 |
Peak Asset Management, LLC | 3 | 3 | 0.13% | 0.15% | 0.18% | Q3 2020 | Q1 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HALL CAPITAL MANAGEMENT CO INC | 3 | 3 | 0.54% | 0.56% | 0.59% | Q1 2023 | Q3 2023 | 3 |
Atlantic Private Wealth, LLC | 3 | 3 | 0.11% | 0.13% | 0.17% | Q1 2023 | Q3 2023 | 3 |
FRG Family Wealth Advisors LLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q4 2019 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.22% | 0.28% | 0.35% | Q1 2023 | Q3 2023 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 3 |
AJ WEALTH STRATEGIES, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Curated Wealth Partners LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q2 2022 | Q4 2022 | 3 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 3 | 0.96% | 1.00% | 1.04% | Q1 2017 | Q3 2017 | 3 |
OneAscent Financial Services LLC | 2 | 1 | 0.05% | 0.26% | 0.42% | Q2 2022 | Q3 2023 | 3 |
Journey Advisory Group, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q2 2022 | 3 |
Arden Trust Co | 2 | 1 | 0.01% | 1.29% | 2.02% | Q1 2020 | Q4 2023 | 3 |
EWA, LLC | 3 | 3 | 4.18% | 4.30% | 4.43% | Q1 2023 | Q3 2023 | 3 |
TruWealth Advisors, LLC | 3 | 3 | 0.28% | 0.29% | 0.29% | Q2 2021 | Q4 2021 | 3 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 3 |
Momentum Advisors, LLC | 3 | 3 | 0.27% | 0.28% | 0.29% | Q2 2022 | Q4 2022 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Madden Advisory Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Sightline Wealth Advisors, LLC | 3 | 3 | 0.30% | 0.35% | 0.45% | Q1 2023 | Q3 2023 | 3 |
EARNEST PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.13% | 0.15% | 0.17% | Q4 2021 | Q2 2022 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.37% | 0.40% | 0.46% | Q4 2020 | Q2 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 3 |
SevenOneSeven Capital Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Coyle Financial Counsel LLC | 3 | 3 | 0.08% | 0.24% | 0.52% | Q4 2017 | Q2 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Strategic Equity Management | 3 | 3 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q4 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Matisse Capital | 3 | 3 | 0.52% | 0.53% | 0.57% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 3 |
Lion Street Advisors, LLC | 3 | 3 | 0.33% | 0.45% | 0.67% | Q1 2023 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Round Table Services, LLC | 3 | 3 | 0.05% | 0.11% | 0.23% | Q1 2022 | Q3 2022 | 3 |
Inspire Advisors, LLC | 2 | 1 | 0.00% | 0.22% | 0.40% | Q4 2020 | Q3 2023 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MACKENZIE FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
COWA, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
MGO Private Wealth, LLC | 3 | 3 | 0.28% | 0.65% | 0.88% | Q1 2023 | Q3 2023 | 3 |
Avidian Wealth Solutions, LLC | 3 | 3 | 0.30% | 0.43% | 0.51% | Q1 2023 | Q3 2023 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.04% | 0.04% | 0.05% | Q3 2017 | Q2 2018 | 3 |
Perfromance Wealth Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 3 |
PGIM Custom Harvest LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q1 2023 | 3 |
Oxler Private Wealth LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.18% | 0.29% | 0.50% | Q4 2022 | Q3 2023 | 3 |
Progressive Investment Management Corp | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Obsidian Personal Planning Solutions LLC | 3 | 3 | 0.30% | 0.45% | 0.58% | Q1 2023 | Q3 2023 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
RMR Wealth Builders | 3 | 3 | 0.00% | 0.44% | 1.33% | Q3 2020 | Q1 2021 | 3 |
FinTrust Investment Advisory Services, LLC | 3 | 3 | 0.20% | 0.20% | 0.21% | Q3 2017 | Q1 2018 | 3 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2 | 1 | 0.02% | 2.45% | 4.38% | Q4 2020 | Q1 2022 | 3 |
Diversified Trust Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2023 | 3 |
MD Financial Management Inc. | 2 | 1 | 0.00% | 0.56% | 0.85% | Q1 2021 | Q4 2021 | 3 |
Fortis Capital Advisors, LLC | 3 | 3 | 0.15% | 0.18% | 0.22% | Q4 2022 | Q2 2023 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.04% | 0.06% | 0.09% | Q1 2015 | Q3 2015 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 3 |
Willis Johnson & Associates, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Legacy Financial Strategies, LLC | 3 | 3 | 0.38% | 0.41% | 0.42% | Q4 2017 | Q2 2018 | 3 |
Stillwater Capital Advisors, LLC | 3 | 3 | 0.14% | 0.15% | 0.17% | Q3 2016 | Q1 2017 | 3 |
Better Money Decisions, LLC | 2 | 1 | 0.10% | 0.13% | 0.16% | Q2 2021 | Q2 2022 | 3 |
WNY Asset Management, LLC | 3 | 3 | 0.26% | 1.15% | 1.71% | Q4 2022 | Q2 2023 | 3 |
HWG Holdings LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 3 |
Holloway Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Slow Capital, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 3 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Advance Capital Management, Inc. | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Koesten, Hirschmann & Crabtree, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SADOFF INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 1.07% | 1.09% | 1.11% | Q4 2022 | Q3 2023 | 3 |
TRUE Private Wealth Advisors | 2 | 1 | 0.05% | 0.08% | 0.12% | Q2 2018 | Q3 2023 | 3 |
FIRST MIDWEST BANK TRUST DIVISION | 3 | 3 | 0.20% | 0.23% | 0.25% | Q2 2021 | Q4 2021 | 3 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 3 |
Team Hewins, LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q2 2023 | 3 |
Carnick & Kubik, LLC | 3 | 3 | 0.38% | 0.61% | 0.78% | Q3 2015 | Q1 2016 | 3 |
Horizon Investments, LLC | 3 | 3 | 1.41% | 2.71% | 5.04% | Q4 2016 | Q2 2017 | 3 |
Fiduciary Trust Co International of Pennsylvania | 2 | 1 | 0.01% | 0.46% | 1.37% | Q4 2017 | Q1 2019 | 3 |
AlphaCore Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
TFB Advisors LLC | 3 | 3 | 2.10% | 2.39% | 2.57% | Q4 2022 | Q2 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Peak Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Cornerstone Investment Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TrinityPoint Wealth, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
NWK Group, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.17% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Midwest Financial Group LLC | 3 | 3 | 0.32% | 0.54% | 0.96% | Q1 2023 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
State of Wisconsin - Board of Commissioners of Public Lands | 3 | 3 | 2.37% | 2.57% | 2.68% | Q1 2023 | Q3 2023 | 3 |
25 LLC | 3 | 3 | 15.84% | 16.33% | 16.73% | Q1 2023 | Q3 2023 | 3 |
Edge Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 3 |
Mariner Wealth Advisors-Cincinnati, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2018 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.20% | 0.23% | 0.26% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Financial Advantage, Inc. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2019 | Q1 2020 | 3 |
O'Connor Financial Group LLC | 3 | 3 | 3.58% | 3.68% | 3.78% | Q1 2023 | Q3 2023 | 3 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 2 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Farmers National Bank | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.50% | 0.51% | 0.51% | Q4 2017 | Q1 2018 | 2 |
Opes Wealth Management LLC | 2 | 2 | 0.08% | 0.18% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Israel Discount Bank of New York | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
RAYMOND JAMES TRUST CO. OF NH | 2 | 2 | 1.59% | 1.64% | 1.69% | Q1 2022 | Q2 2022 | 2 |
CFO4Life Group, LLC | 2 | 2 | 0.71% | 3.59% | 6.47% | Q2 2018 | Q3 2018 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q3 2015 | Q4 2015 | 2 |
Granby Capital Management, LLC | 2 | 2 | 4.32% | 4.53% | 4.75% | Q2 2023 | Q3 2023 | 2 |
Capital Wealth Planning, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q3 2019 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2021 | Q2 2021 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
M&R CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
MV CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Karpus Management, Inc. | 2 | 2 | 0.30% | 0.31% | 0.32% | Q1 2021 | Q2 2021 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
UNITED BANK | 1 | 1 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q4 2018 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q2 2022 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Moss Adams Wealth Advisors LLC | 2 | 2 | 0.00% | 0.22% | 0.43% | Q4 2022 | Q1 2023 | 2 |
Bryn Mawr Capital Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
SWMG, LLC | 2 | 2 | 0.70% | 0.71% | 0.72% | Q4 2020 | Q1 2021 | 2 |
TCWP LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q1 2022 | 2 |
ML & R WEALTH MANAGEMENT LLC | 1 | 1 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 2 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.93% | 0.93% | 0.93% | Q1 2022 | Q2 2022 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 2 |
Chicago Wealth Management, Inc. | 2 | 2 | 2.56% | 2.61% | 2.66% | Q1 2021 | Q2 2021 | 2 |
Lifeworks Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Lehman & Derafelo Financial Resources LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Filbrandt Wealth Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q2 2020 | 2 |
WESPAC Advisors SoCal, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Aspen Grove Capital, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
RMB Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 2 |
Raleigh Capital Management Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Zions Bancorporation, N.A. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
Well Done, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q4 2018 | 2 |
Constellation Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.09% | 0.15% | Q3 2013 | Q4 2013 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.47% | 0.61% | 0.75% | Q2 2013 | Q3 2013 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
SWS Partners | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 3.14% | 3.15% | 3.16% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Delphi Private Advisors LLC | 2 | 2 | 0.15% | 0.28% | 0.42% | Q1 2018 | Q2 2018 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 0.93% | 0.99% | 1.05% | Q2 2023 | Q3 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Frontier Asset Management, LLC | 2 | 2 | 0.00% | 0.26% | 0.53% | Q4 2021 | Q1 2022 | 2 |
360 Financial, Inc. | 2 | 2 | 3.24% | 3.33% | 3.42% | Q4 2019 | Q1 2020 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2022 | Q2 2023 | 2 |
WBI INVESTMENTS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Smart Portfolios, LLC | 2 | 2 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q3 2021 | 2 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.12% | 0.23% | Q4 2019 | Q1 2022 | 2 |
HBC Financial Services, PLLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
White Knight Strategic Wealth Advisors, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2021 | Q1 2022 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.10% | 0.20% | Q4 2021 | Q3 2023 | 2 |
IPG Investment Advisors LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.97% | 1.04% | 1.10% | Q4 2013 | Q1 2014 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2019 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.18% | 0.20% | 0.23% | Q2 2023 | Q3 2023 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 2 |
Phoenix Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q1 2021 | 2 |
SEGALL BRYANT & HAMILL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.05% | 0.11% | Q1 2021 | Q1 2023 | 2 |
Cypress Point Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Ullmann Wealth Partners Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.01% | 0.16% | 0.30% | Q3 2019 | Q3 2019 | 2 |
New Hampshire Trust | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
S.A. Mason LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
MBA Advisors LLC | 2 | 2 | 0.21% | 0.48% | 0.75% | Q1 2021 | Q2 2021 | 2 |
Novak Financial Planning, LLC | 2 | 2 | 0.12% | 0.18% | 0.23% | Q1 2021 | Q2 2021 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.48% | 0.49% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Hilltop Holdings Inc. | 1 | 1 | 0.06% | 0.12% | 0.16% | Q4 2018 | Q3 2021 | 2 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
RAND WEALTH, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Athanor Capital, LP | 2 | 2 | 0.14% | 0.51% | 0.88% | Q3 2019 | Q4 2019 | 2 |
Fusion Family Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
WBH ADVISORY INC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2015 | Q4 2015 | 2 |
Ferris Capital, LLC | 1 | 1 | 0.00% | 2.43% | 4.85% | Q4 2018 | Q2 2021 | 2 |
DRW Securities, LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q2 2019 | 2 |
Gotham Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q2 2021 | 2 |
High Net Worth Advisory Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Sage Advisory Services, Ltd.Co. | 1 | 1 | 0.42% | 1.43% | 2.44% | Q2 2020 | Q3 2021 | 2 |
Pacific Life Fund Advisors LLC | 2 | 2 | 3.37% | 3.69% | 4.00% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Oakwell Private Wealth Management, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q4 2020 | Q1 2021 | 2 |
PIERSHALE FINANCIAL GROUP, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.20% | 0.22% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Bell Rock Capital LLC | 1 | 1 | 0.01% | 0.33% | 0.64% | Q1 2017 | Q2 2022 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
QCM Cayman, Ltd. | 2 | 2 | 0.65% | 0.79% | 0.93% | Q1 2021 | Q2 2021 | 2 |
Canton Hathaway, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 2 |
Fidelis Capital Partners, LLC | 2 | 2 | 0.09% | 0.11% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
RBO & CO LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q3 2018 | 2 |
Leisure Capital Management | 1 | 1 | 0.32% | 0.36% | 0.41% | Q4 2019 | Q4 2022 | 2 |
Coe Capital Management, LLC | 2 | 2 | 0.23% | 0.31% | 0.39% | Q1 2021 | Q2 2021 | 2 |
WMG Financial Advisors, LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Barry Investment Advisors, LLC | 2 | 2 | 0.32% | 0.43% | 0.54% | Q2 2023 | Q3 2023 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Impax Asset Management Group plc | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2019 | Q3 2019 | 2 |
Piscataqua Savings Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Blume Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 2 |
Investmark Advisory Group LLC | 1 | 1 | 0.06% | 0.11% | 0.17% | Q4 2021 | Q3 2023 | 2 |
HANCOCK WHITNEY CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.01% | 0.06% | 0.12% | Q1 2019 | Q1 2021 | 2 |
SWAN Capital LLC | 1 | 1 | 4.67% | 4.90% | 5.14% | Q1 2023 | Q3 2023 | 2 |
FIRST TRUST ADVISORS LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
FIRST INTERSTATE BANK | 2 | 2 | 0.94% | 1.18% | 1.41% | Q1 2020 | Q2 2020 | 2 |
Alaethes Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 5.64% | 5.64% | 5.64% | Q1 2021 | Q1 2021 | 1 |
Bank of Kentucky, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Adams Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
KENNICOTT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Strategic Wealth Investment Group, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2022 | Q2 2022 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Salient Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Gateway Advisory, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
LWS Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
FISHMAN JAY A LTD/MI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Aufman Associates Inc | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2019 | Q4 2019 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CERTUITY, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Austin Private Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 6.42% | 6.42% | 6.42% | Q4 2022 | Q4 2022 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Schubert & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HawsGoodwin Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2019 | Q4 2019 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Pension Partners, LLC | 1 | 1 | 10.86% | 10.86% | 10.86% | Q4 2013 | Q4 2013 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
MWA Asset Management | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Wright Fund Management, LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q4 2022 | Q4 2022 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CXI Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Family Management Corp | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2022 | Q3 2022 | 1 |
NexWave Capital Partners LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q4 2019 | Q4 2019 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q3 2020 | Q3 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Nadler Financial Group, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Evolution Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
CPR Investments Inc. | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2022 | Q2 2022 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthStone, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Smith Anglin Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 1.95% | 1.95% | 1.95% | Q1 2022 | Q1 2022 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Stratford Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HNP Capital LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2020 | Q1 2020 | 1 |
D L CARLSON INVESTMENT GROUP INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Thomasville National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Forum Private Client Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
9258 Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Colonial Trust Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HILLMAN CO | 1 | 1 | 2.56% | 2.56% | 2.56% | Q3 2023 | Q3 2023 | 1 |
Concorde Financial Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
OAK HARBOR WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kerrisdale Advisers, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2020 | Q4 2020 | 1 |
ICONIQ Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 2.57% | 2.57% | 2.57% | Q2 2022 | Q2 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CAMBIAR INVESTORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Walleye Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Virginia National Bank | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2022 | Q1 2022 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Strengthening Families & Communities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
New England Private Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Belvedere Advisors LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2019 | Q1 2019 | 1 |
Objective Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 5.11% | 5.11% | 5.11% | Q1 2022 | Q1 2022 | 1 |
Chico Wealth RIA | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Catalyst Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Chicago Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Plan Group Financial, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2022 | Q2 2022 | 1 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2021 | Q4 2021 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
D. SCOTT NEAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 2.79% | 2.79% | 2.79% | Q3 2022 | Q3 2022 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
GW HENSSLER & ASSOCIATES LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
StoneX Group Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Worth Financial Advisory Group, LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q4 2022 | Q4 2022 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cornell Pochily Investment Advisors, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Abbot Financial Management, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2022 | Q4 2022 | 1 |
BOSTON ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Prossimo Advisors, LLC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q2 2023 | Q2 2023 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Robbie L. Kennerson P.A., Inc. | 1 | 1 | 3.27% | 3.27% | 3.27% | Q4 2022 | Q4 2022 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Sciencast Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2017 | Q2 2017 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2022 | Q4 2022 | 1 |
Russell Investments Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arjuna Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
CABANA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Wilks Brothers, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Root Financial Partners, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Polianta Ltd | 1 | 1 | 7.13% | 7.13% | 7.13% | Q3 2019 | Q3 2019 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Southland Equity Partners LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Global Index Advisors Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2014 | Q2 2014 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2013 | Q2 2013 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
Hapanowicz & Associates Financial Services, Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q3 2021 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
RiverGlades Family Offices LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TITLEIST CAPITAL, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2017 | Q1 2017 | 1 |
MPI INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2017 | Q4 2017 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Holistic Financial Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Schneider Downs Wealth Management Advisors, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
KHP Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Marietta Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
JARISLOWSKY, FRASER Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
KAYS FINANCIAL ADVISORY CORP /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2017 | Q1 2017 | 1 |
ASSET PLANNING CORPORATION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2020 | Q4 2020 | 1 |
CMG Global Holdings, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
Capital Investment Counsel, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
WIT, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q1 2022 | Q1 2022 | 1 |
4Thought Financial Group Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 3.50% | 3.50% | 3.50% | Q1 2023 | Q1 2023 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Hollow Brook Wealth Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q1 2022 | Q1 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cadent Capital Advisors, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2023 | Q3 2023 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q2 2014 | 1 |
MATTERN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own VANGUARD INDEX FDS or have owned VANGUARD INDEX FDS in the past.