Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 91 |
Tortoise Investment Management, LLC | 44 | 44 | 0.02% | 0.03% | 0.04% | Q4 2012 | Q3 2023 | 44 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 1 | 0.00% | 0.13% | 0.24% | Q2 2010 | Q3 2023 | 43 |
GOLDMAN SACHS GROUP INC | 42 | 1 | 0.00% | 0.00% | 0.05% | Q3 2012 | Q3 2023 | 43 |
New England Private Wealth Advisors LLC | 43 | 43 | 1.06% | 4.94% | 8.90% | Q1 2013 | Q3 2023 | 43 |
North Star Investment Management Corp. | 42 | 42 | 0.48% | 0.52% | 0.66% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.04% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.05% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.09% | 0.15% | 0.31% | Q2 2013 | Q4 2023 | 42 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 42 | 42 | 0.10% | 0.32% | 0.82% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
WOODMONT INVESTMENT COUNSEL LLC | 42 | 42 | 0.09% | 0.23% | 0.53% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
SEGALL BRYANT & HAMILL, LLC | 35 | 7 | 0.03% | 0.04% | 0.06% | Q1 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.04% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.35% | 1.11% | Q2 2013 | Q3 2023 | 42 |
GOULD ASSET MANAGEMENT LLC /CA/ | 42 | 42 | 1.50% | 2.88% | 7.57% | Q2 2013 | Q3 2023 | 42 |
Linscomb & Williams, Inc. | 42 | 42 | 0.54% | 1.01% | 1.60% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 0.10% | 0.42% | 1.11% | Q2 2013 | Q3 2023 | 42 |
Narwhal Capital Management | 42 | 42 | 0.06% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
CHILTON CAPITAL MANAGEMENT LLC | 42 | 42 | 0.14% | 0.26% | 0.40% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 42 | 42 | 0.25% | 0.96% | 3.57% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.05% | 0.41% | 0.97% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.40% | 0.79% | 1.18% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.06% | 0.17% | 0.30% | Q2 2013 | Q3 2023 | 42 |
SouthState Corp | 42 | 42 | 0.08% | 0.22% | 0.32% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 42 | 42 | 0.08% | 0.14% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Baker Ellis Asset Management LLC | 42 | 42 | 0.50% | 0.75% | 1.10% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.12% | 0.31% | 0.69% | Q2 2013 | Q3 2023 | 42 |
Van Cleef Asset Management,Inc | 42 | 42 | 7.07% | 8.22% | 9.34% | Q2 2013 | Q3 2023 | 42 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 42 | 42 | 2.22% | 3.87% | 6.44% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.24% | 1.11% | 1.66% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.01% | 0.06% | 0.44% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
GFS Advisors, LLC | 42 | 42 | 0.01% | 0.41% | 0.82% | Q2 2013 | Q3 2023 | 42 |
BANK OF HAWAII | 42 | 42 | 0.06% | 0.32% | 0.96% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
TD Capital Management LLC | 42 | 42 | 0.77% | 1.36% | 2.51% | Q2 2013 | Q3 2023 | 42 |
VICUS CAPITAL | 41 | 41 | 0.47% | 1.58% | 4.10% | Q3 2013 | Q3 2023 | 41 |
WASHINGTON TRUST BANK | 41 | 41 | 0.08% | 0.16% | 0.63% | Q3 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.35% | 1.40% | 2.22% | Q2 2013 | Q2 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.16% | 0.41% | Q4 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.04% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 41 |
First Heartland Consultants, Inc. | 39 | 2 | 0.01% | 0.16% | 0.46% | Q2 2013 | Q3 2023 | 41 |
Cetera Advisor Networks LLC | 21 | 20 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.01% | 0.30% | 3.24% | Q3 2013 | Q3 2023 | 41 |
RAYMOND JAMES TRUST N.A. | 41 | 41 | 0.05% | 1.10% | 1.48% | Q3 2013 | Q3 2023 | 41 |
Busey Bank | 41 | 41 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 41 |
Atria Investments, Inc | 27 | 14 | 0.03% | 0.13% | 0.30% | Q2 2013 | Q3 2023 | 41 |
COLDSTREAM CAPITAL MANAGEMENT INC | 37 | 4 | 1.57% | 3.70% | 6.06% | Q2 2013 | Q3 2023 | 41 |
Cetera Advisors LLC | 40 | 40 | 0.04% | 0.12% | 0.36% | Q4 2013 | Q3 2023 | 40 |
First Horizon Advisors, Inc. | 21 | 19 | 0.00% | 0.02% | 0.11% | Q1 2012 | Q3 2023 | 40 |
HOWLAND CAPITAL MANAGEMENT LLC | 40 | 40 | 0.02% | 0.06% | 0.10% | Q4 2013 | Q3 2023 | 40 |
Roundview Capital LLC | 40 | 40 | 0.11% | 0.22% | 0.32% | Q4 2013 | Q3 2023 | 40 |
HighTower Advisors, LLC | 29 | 11 | 0.01% | 0.06% | 0.15% | Q3 2013 | Q3 2023 | 40 |
Prospera Financial Services Inc | 22 | 18 | 0.02% | 0.12% | 0.20% | Q3 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 40 | 40 | 0.01% | 0.04% | 0.34% | Q4 2013 | Q3 2023 | 40 |
NORTHERN TRUST CORP | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
BANK OF THE WEST | 39 | 39 | 0.10% | 0.15% | 0.20% | Q2 2013 | Q4 2022 | 39 |
Mathes Company, Inc. | 37 | 2 | 0.32% | 0.53% | 0.64% | Q4 2013 | Q3 2023 | 39 |
Diversified Trust Co | 37 | 1 | 0.04% | 1.62% | 2.27% | Q2 2014 | Q4 2023 | 38 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 31 | 3 | 0.05% | 0.46% | 0.70% | Q4 2013 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.04% | 0.08% | 0.18% | Q2 2013 | Q3 2022 | 38 |
ASSETMARK, INC | 35 | 2 | 0.25% | 0.78% | 1.16% | Q2 2014 | Q3 2023 | 37 |
FIRST HAWAIIAN BANK | 36 | 1 | 0.01% | 1.17% | 7.04% | Q2 2013 | Q3 2023 | 37 |
COLONY GROUP LLC | 28 | 9 | 0.01% | 0.95% | 2.11% | Q4 2013 | Q3 2023 | 37 |
Fragasso Group Inc. | 37 | 37 | 0.38% | 3.31% | 15.19% | Q4 2014 | Q4 2023 | 37 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 37 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 37 | 37 | 0.17% | 1.33% | 2.16% | Q3 2014 | Q3 2023 | 37 |
Rathbones Group PLC | 37 | 37 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 37 |
B. Riley Wealth Advisors, Inc. | 36 | 1 | 0.00% | 0.10% | 0.22% | Q2 2014 | Q3 2023 | 37 |
JNBA Financial Advisors | 37 | 37 | 0.00% | 0.02% | 0.20% | Q3 2014 | Q3 2023 | 37 |
FC Advisory LLC | 36 | 36 | 7.44% | 8.51% | 9.89% | Q1 2015 | Q4 2023 | 36 |
Klingman & Associates, LLC | 36 | 36 | 0.04% | 0.08% | 0.12% | Q4 2014 | Q3 2023 | 36 |
Cutler Group LLC / CA | 10 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 36 |
Coastline Trust Co | 36 | 36 | 0.10% | 0.59% | 1.05% | Q4 2014 | Q3 2023 | 36 |
SYNOVUS FINANCIAL CORP | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.03% | 0.07% | 0.14% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 36 |
Boston Standard Wealth Management, LLC | 22 | 14 | 0.85% | 2.11% | 6.31% | Q4 2014 | Q4 2023 | 36 |
Legacy Private Trust Co. | 32 | 4 | 0.15% | 0.61% | 2.85% | Q2 2013 | Q3 2023 | 36 |
Blue Chip Partners, LLC | 36 | 36 | 0.10% | 0.21% | 0.49% | Q4 2014 | Q3 2023 | 36 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.03% | 0.05% | Q1 2015 | Q3 2023 | 35 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 19 | 1 | 0.14% | 0.27% | 0.43% | Q3 2013 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.20% | 0.34% | Q2 2013 | Q4 2021 | 35 |
Valmark Advisers, Inc. | 35 | 35 | 0.01% | 0.16% | 0.35% | Q1 2015 | Q3 2023 | 35 |
J.P. Morgan Private Wealth Advisors LLC | 35 | 35 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 35 |
GOFEN & GLOSSBERG LLC /IL/ | 35 | 35 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q4 2022 | 35 |
Sigma Planning Corp | 30 | 5 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 35 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 22 | 1 | 0.01% | 0.83% | 2.18% | Q2 2013 | Q3 2023 | 35 |
Regal Investment Advisors LLC | 15 | 1 | 0.01% | 0.20% | 0.37% | Q4 2013 | Q3 2023 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.26% | 1.77% | 2.76% | Q2 2015 | Q3 2023 | 34 |
THRIVENT FINANCIAL FOR LUTHERANS | 26 | 26 | 0.00% | 0.08% | 0.34% | Q2 2017 | Q3 2023 | 34 |
Oakworth Capital, Inc. | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 34 |
KING LUTHER CAPITAL MANAGEMENT CORP | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Telos Capital Management, Inc. | 34 | 34 | 0.23% | 0.43% | 0.61% | Q2 2015 | Q3 2023 | 34 |
Harfst & Associates, Inc. | 34 | 34 | 0.27% | 3.48% | 9.08% | Q2 2015 | Q3 2023 | 34 |
BANK OF MONTREAL /CAN/ | 14 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 33 |
MML INVESTORS SERVICES, LLC | 26 | 7 | 0.02% | 0.18% | 0.58% | Q2 2015 | Q3 2023 | 33 |
FIRST MANHATTAN CO. LLC. | 27 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
Argent Trust Co | 33 | 33 | 0.03% | 0.24% | 0.78% | Q3 2015 | Q3 2023 | 33 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 27 | 1 | 0.08% | 0.14% | 0.24% | Q1 2014 | Q3 2023 | 33 |
Stratos Wealth Partners, LTD. | 33 | 33 | 0.14% | 1.69% | 3.59% | Q3 2015 | Q3 2023 | 33 |
Texas Yale Capital Corp. | 33 | 33 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q3 2023 | 33 |
JFS WEALTH ADVISORS, LLC | 32 | 32 | 0.02% | 0.05% | 0.06% | Q4 2015 | Q3 2023 | 32 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2023 | 32 |
STIFEL FINANCIAL CORP | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.08% | 0.48% | Q4 2015 | Q3 2023 | 31 |
MCF Advisors LLC | 17 | 7 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 31 |
Sandy Spring Bank | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
GLENMEDE TRUST CO NA | 20 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 31 |
STEEL GROVE CAPITAL ADVISORS, LLC | 31 | 31 | 0.04% | 0.14% | 0.27% | Q1 2016 | Q3 2023 | 31 |
VANGUARD GROUP INC | 24 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 31 |
SPC Financial, Inc. | 27 | 4 | 0.56% | 1.04% | 1.34% | Q2 2013 | Q1 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.09% | Q1 2016 | Q3 2023 | 31 |
Voya Financial Advisors, Inc. | 30 | 30 | 0.03% | 2.06% | 4.10% | Q2 2016 | Q3 2023 | 30 |
FCG ADVISORS, LLC | 30 | 30 | 2.02% | 7.42% | 10.54% | Q2 2013 | Q3 2020 | 30 |
M&T BANK CORP | 12 | 1 | 0.00% | 0.00% | 0.03% | Q3 2014 | Q2 2023 | 30 |
Snowden Capital Advisors LLC | 21 | 8 | 0.06% | 0.16% | 0.46% | Q2 2016 | Q3 2023 | 29 |
GREAT LAKES ADVISORS, LLC | 29 | 29 | 0.01% | 0.04% | 0.18% | Q3 2016 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.01% | 0.08% | Q3 2013 | Q3 2023 | 29 |
ROTHSCHILD INVESTMENT LLC /IL | 29 | 29 | 0.05% | 0.37% | 0.66% | Q3 2016 | Q3 2023 | 29 |
Plante Moran Financial Advisors, LLC | 15 | 14 | 0.03% | 1.61% | 5.02% | Q4 2015 | Q3 2023 | 29 |
WINTRUST INVESTMENTS LLC | 18 | 11 | 0.01% | 0.22% | 0.44% | Q2 2016 | Q3 2023 | 29 |
Sargent Bickham Lagudis LLC | 28 | 28 | 1.63% | 3.99% | 6.59% | Q1 2016 | Q4 2022 | 28 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.34% | 1.95% | Q4 2013 | Q3 2023 | 28 |
River Wealth Advisors LLC | 28 | 28 | 0.18% | 0.71% | 1.16% | Q4 2016 | Q3 2023 | 28 |
ENTERPRISE FINANCIAL SERVICES CORP | 28 | 28 | 0.00% | 0.04% | 0.06% | Q3 2013 | Q2 2020 | 28 |
Bridgeworth, LLC | 28 | 28 | 0.51% | 6.42% | 13.57% | Q4 2016 | Q3 2023 | 28 |
MOTCO | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
CWM, LLC | 13 | 7 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.20% | 0.28% | 0.36% | Q4 2016 | Q3 2023 | 28 |
Patten Group, Inc. | 14 | 1 | 0.00% | 0.06% | 0.20% | Q4 2014 | Q3 2023 | 28 |
KINGS POINT CAPITAL MANAGEMENT | 28 | 28 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2022 | 28 |
Alpha Omega Wealth Management LLC | 28 | 28 | 0.05% | 0.13% | 0.27% | Q4 2016 | Q3 2023 | 28 |
AUA CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.66% | 0.88% | 1.06% | Q4 2016 | Q3 2023 | 28 |
Kovack Advisors, Inc. | 28 | 28 | 0.07% | 0.09% | 0.12% | Q4 2016 | Q3 2023 | 28 |
CABOT WEALTH MANAGEMENT INC | 28 | 28 | 0.43% | 1.21% | 1.52% | Q2 2013 | Q1 2020 | 28 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
JONES FINANCIAL COMPANIES LLLP | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
BARCLAYS PLC | 14 | 4 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.05% | 0.10% | Q1 2017 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.09% | 1.80% | 7.80% | Q4 2016 | Q3 2023 | 27 |
Ironwood Financial, llc | 23 | 4 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q3 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.20% | 0.38% | 0.48% | Q2 2013 | Q4 2019 | 27 |
Fiera Capital Corp | 27 | 27 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2022 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.04% | 0.35% | Q4 2016 | Q3 2023 | 27 |
Homrich & Berg | 27 | 27 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2021 | 27 |
Kohmann Bosshard Financial Services, LLC | 25 | 2 | 0.19% | 0.50% | 0.90% | Q4 2016 | Q3 2023 | 27 |
CIBC BANK USA | 27 | 27 | 0.09% | 0.42% | 1.47% | Q2 2013 | Q4 2019 | 27 |
SHINE INVESTMENT ADVISORY SERVICES INC | 26 | 26 | 0.46% | 0.78% | 1.42% | Q2 2014 | Q3 2020 | 26 |
Jacobi Capital Management LLC | 26 | 26 | 0.04% | 0.07% | 0.10% | Q2 2017 | Q3 2023 | 26 |
Winslow, Evans & Crocker, Inc. | 15 | 3 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q4 2020 | 26 |
Continuum Advisory, LLC | 14 | 12 | 0.13% | 1.67% | 4.07% | Q1 2017 | Q3 2023 | 26 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 26 | 26 | 0.32% | 0.48% | 0.59% | Q2 2013 | Q3 2019 | 26 |
NEXT Financial Group, Inc | 14 | 2 | 0.00% | 0.06% | 0.10% | Q2 2014 | Q4 2021 | 26 |
First Allied Advisory Services, Inc. | 26 | 26 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q3 2020 | 26 |
CIBC Private Wealth Group, LLC | 25 | 25 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 25 | 25 | 0.19% | 1.35% | 2.60% | Q3 2017 | Q3 2023 | 25 |
Patriot Financial Group Insurance Agency, LLC | 16 | 3 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 25 |
Parkside Financial Bank & Trust | 25 | 25 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 25 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 3 | 0.02% | 0.08% | 0.18% | Q4 2016 | Q3 2023 | 25 |
RWA WEALTH PARTNERS, LLC | 8 | 4 | 0.01% | 0.03% | 0.19% | Q4 2016 | Q3 2023 | 25 |
King Wealth Management Group | 25 | 25 | 0.08% | 0.10% | 0.12% | Q3 2017 | Q3 2023 | 25 |
FIRST MERCHANTS CORP | 25 | 25 | 0.04% | 0.09% | 0.19% | Q3 2017 | Q3 2023 | 25 |
STEPHENS INC /AR/ | 22 | 3 | 0.01% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
BESSEMER GROUP INC | 20 | 2 | 0.00% | 0.09% | 1.24% | Q2 2013 | Q3 2023 | 25 |
AE Wealth Management LLC | 18 | 7 | 0.01% | 0.06% | 0.64% | Q1 2017 | Q3 2023 | 25 |
Keel Point, LLC | 25 | 25 | 0.11% | 0.94% | 2.02% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.05% | 0.08% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Trellis Advisors, LLC | 24 | 24 | 0.16% | 0.24% | 0.32% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.27% | 0.41% | 0.59% | Q4 2017 | Q3 2023 | 24 |
Wela Strategies, Inc. | 17 | 1 | 0.11% | 0.25% | 0.35% | Q1 2017 | Q4 2023 | 24 |
Moisand Fitzgerald Tamayo, LLC | 18 | 6 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 24 |
Garde Capital, Inc. | 14 | 4 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 24 |
Merit Financial Group, LLC | 24 | 24 | 0.14% | 0.29% | 0.71% | Q4 2017 | Q3 2023 | 24 |
Round Table Services, LLC | 24 | 24 | 0.18% | 0.55% | 0.96% | Q4 2016 | Q3 2022 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Maryland Capital Management | 24 | 24 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q3 2022 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.04% | 0.73% | 1.17% | Q4 2017 | Q3 2023 | 24 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 24 | 24 | 0.01% | 0.03% | 0.11% | Q4 2017 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.01% | 0.04% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Northwest Capital Management Inc | 24 | 24 | 0.20% | 0.44% | 0.71% | Q4 2017 | Q3 2023 | 24 |
Crewe Advisors LLC | 24 | 24 | 0.00% | 0.09% | 0.28% | Q4 2017 | Q3 2023 | 24 |
Penn Capital Management Company, LLC | 21 | 3 | 0.05% | 0.22% | 0.86% | Q3 2016 | Q3 2023 | 24 |
Carmichael Hill & Associates, Inc. | 24 | 24 | 1.29% | 1.98% | 2.76% | Q4 2017 | Q3 2023 | 24 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 1 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q3 2023 | 23 |
SUNTRUST BANKS INC | 16 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 23 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 21 | 2 | 0.00% | 0.39% | 1.26% | Q1 2017 | Q3 2023 | 23 |
Strategic Wealth Partners Group, LLC | 9 | 6 | 0.01% | 0.20% | 0.44% | Q4 2016 | Q3 2023 | 23 |
CREDIT SUISSE AG/ | 11 | 1 | 0.00% | 0.03% | 0.46% | Q4 2013 | Q4 2020 | 23 |
NewEdge Advisors, LLC | 22 | 1 | 0.00% | 0.10% | 0.14% | Q2 2017 | Q3 2023 | 23 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 8 | 0.08% | 0.15% | 0.20% | Q4 2017 | Q3 2023 | 23 |
Coyle Financial Counsel LLC | 23 | 23 | 1.09% | 1.93% | 10.56% | Q1 2018 | Q3 2023 | 23 |
TIEDEMANN ADVISORS, LLC | 23 | 23 | 0.01% | 0.05% | 0.24% | Q1 2018 | Q3 2023 | 23 |
Wealth Architects, LLC | 14 | 4 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q3 2023 | 23 |
Northstar Group, Inc. | 16 | 2 | 0.07% | 0.09% | 0.12% | Q4 2017 | Q3 2023 | 22 |
TWIN CAPITAL MANAGEMENT INC | 22 | 22 | 0.22% | 0.51% | 1.17% | Q4 2014 | Q1 2020 | 22 |
BROWN BROTHERS HARRIMAN & CO | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 22 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2018 | 22 |
MYCIO WEALTH PARTNERS, LLC | 14 | 8 | 0.02% | 0.04% | 0.14% | Q2 2013 | Q4 2019 | 22 |
Sterling Investment Advisors, Ltd. | 22 | 22 | 0.04% | 0.08% | 0.13% | Q1 2017 | Q2 2022 | 22 |
Gradient Investments LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 22 |
JANICZEK WEALTH MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 22 |
AllSquare Wealth Management LLC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Strategic Wealth Partners, Ltd. | 22 | 22 | 0.00% | 0.27% | 1.24% | Q4 2017 | Q1 2023 | 22 |
Glassman Wealth Services | 22 | 22 | 0.02% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Wealthcare Advisory Partners LLC | 11 | 4 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q1 2023 | 21 |
Smithfield Trust Co | 21 | 21 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2018 | 21 |
Csenge Advisory Group | 17 | 4 | 0.00% | 0.09% | 0.57% | Q4 2017 | Q3 2023 | 21 |
PINNACLE ASSOCIATES LTD | 21 | 21 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Spears Abacus Advisors LLC | 14 | 3 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2023 | 21 |
Ausdal Financial Partners, Inc. | 18 | 1 | 0.04% | 0.39% | 0.84% | Q4 2015 | Q3 2023 | 21 |
Karp Capital Management Corp | 21 | 21 | 0.01% | 0.33% | 0.55% | Q4 2014 | Q4 2019 | 21 |
PEOPLES FINANCIAL SERVICES CORP. | 21 | 21 | 0.20% | 0.49% | 0.82% | Q3 2018 | Q3 2023 | 21 |
Starfire Investment Advisers, Inc. | 11 | 10 | 0.37% | 0.54% | 0.84% | Q1 2015 | Q2 2020 | 21 |
Pinnacle Wealth Management Advisory Group, LLC | 21 | 21 | 0.15% | 0.36% | 0.64% | Q3 2018 | Q3 2023 | 21 |
SPINNAKER TRUST | 21 | 21 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 21 |
CENTRAL TRUST Co | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.08% | 0.10% | 0.18% | Q3 2018 | Q3 2023 | 21 |
Parkside Advisors LLC | 21 | 21 | 0.10% | 0.13% | 0.19% | Q4 2018 | Q4 2023 | 21 |
Belpointe Asset Management LLC | 18 | 2 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 20 |
Roble, Belko & Company, Inc | 20 | 20 | 0.10% | 0.34% | 0.72% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Accredited Investors Inc. | 20 | 20 | 0.16% | 0.30% | 0.43% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.04% | 0.11% | 0.18% | Q4 2017 | Q3 2022 | 20 |
PRUDENTIAL FINANCIAL INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
RIVERBRIDGE PARTNERS LLC | 11 | 2 | 0.01% | 0.06% | 0.17% | Q4 2016 | Q3 2023 | 20 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Leonard Rickey Investment Advisors P.L.L.C. | 20 | 20 | 0.23% | 0.55% | 1.15% | Q4 2018 | Q3 2023 | 20 |
PFG Advisors | 9 | 5 | 0.04% | 0.12% | 0.38% | Q4 2017 | Q3 2023 | 20 |
DFPG INVESTMENTS, LLC | 20 | 20 | 0.10% | 0.60% | 1.36% | Q4 2018 | Q3 2023 | 20 |
WEDBUSH SECURITIES INC | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
F3Logic, LLC | 20 | 20 | 0.01% | 0.15% | 0.83% | Q1 2018 | Q4 2022 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
OXFORD FINANCIAL GROUP, LTD. LLC | 20 | 20 | 0.45% | 0.86% | 1.50% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 1.88% | 2.42% | 3.12% | Q4 2018 | Q3 2023 | 20 |
EP Wealth Advisors, LLC | 16 | 4 | 0.03% | 0.16% | 0.42% | Q3 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
McCarthy Grittinger Financial Group, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Horan Securities, Inc. | 7 | 1 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q2 2023 | 20 |
Sullivan, Bruyette, Speros & Blaney, LLC | 20 | 20 | 2.76% | 3.93% | 4.59% | Q2 2016 | Q1 2021 | 20 |
Capital Investment Advisors, LLC | 8 | 1 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q4 2023 | 20 |
PARK NATIONAL CORP /OH/ | 15 | 2 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q4 2023 | 20 |
RESTON WEALTH MANAGEMENT LLC | 20 | 20 | 0.32% | 1.52% | 7.12% | Q4 2018 | Q3 2023 | 20 |
EVERMAY WEALTH MANAGEMENT LLC | 20 | 20 | 0.07% | 0.12% | 0.19% | Q4 2018 | Q3 2023 | 20 |
HUNTINGTON NATIONAL BANK | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 20 |
Security National Bank | 20 | 20 | 1.00% | 1.42% | 2.07% | Q4 2018 | Q3 2023 | 20 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 20 | 20 | 0.05% | 0.12% | 0.22% | Q4 2018 | Q3 2023 | 20 |
First National Bank of South Miami | 19 | 19 | 2.84% | 4.06% | 5.12% | Q4 2018 | Q2 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.17% | 0.24% | 0.31% | Q1 2019 | Q3 2023 | 19 |
Windham Capital Management, LLC | 19 | 19 | 0.05% | 0.09% | 0.14% | Q1 2019 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
AdvisorNet Financial, Inc | 12 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.50% | 1.73% | 2.96% | Q1 2014 | Q3 2018 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.08% | 0.19% | 0.38% | Q2 2013 | Q4 2017 | 19 |
TimeScale Financial, Inc. | 19 | 19 | 0.04% | 0.13% | 0.58% | Q4 2018 | Q2 2023 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.11% | 0.15% | 0.24% | Q2 2013 | Q4 2017 | 19 |
UMB Bank, n.a. | 19 | 19 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Aveo Capital Partners, LLC | 11 | 1 | 0.07% | 0.12% | 0.17% | Q3 2018 | Q3 2023 | 19 |
MorganRosel Wealth Management, LLC | 19 | 19 | 0.09% | 0.32% | 0.46% | Q4 2018 | Q2 2023 | 19 |
SALEM INVESTMENT COUNSELORS INC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 19 | 19 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.19% | 0.34% | Q4 2017 | Q2 2022 | 19 |
MPS Loria Financial Planners, LLC | 14 | 1 | 0.08% | 0.12% | 0.21% | Q2 2017 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.06% | 0.19% | Q1 2019 | Q3 2023 | 19 |
BRINKER CAPITAL INC | 19 | 19 | 0.05% | 0.14% | 0.30% | Q4 2015 | Q2 2020 | 19 |
TIAA, FSB | 11 | 8 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2023 | 19 |
BOYS ARNOLD & CO INC | 16 | 2 | 0.04% | 0.06% | 0.10% | Q3 2015 | Q1 2020 | 18 |
Ruggie Capital Group | 13 | 1 | 0.47% | 1.23% | 2.27% | Q4 2014 | Q3 2019 | 18 |
ARGI Investment Services, LLC | 18 | 18 | 0.08% | 0.22% | 0.29% | Q3 2018 | Q4 2022 | 18 |
Western Wealth Management, LLC | 8 | 5 | 0.03% | 0.10% | 0.32% | Q4 2018 | Q3 2023 | 18 |
Wilshire Advisors LLC | 18 | 18 | 3.44% | 4.59% | 7.43% | Q4 2015 | Q1 2020 | 18 |
Strategic Investment Advisors / MI | 18 | 18 | 0.10% | 0.85% | 1.95% | Q2 2019 | Q3 2023 | 18 |
MUFG Americas Holdings Corp | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.15% | 0.36% | 0.83% | Q2 2013 | Q3 2017 | 18 |
Spearhead Capital Advisors, LLC | 14 | 4 | 0.06% | 0.18% | 0.35% | Q4 2017 | Q2 2022 | 18 |
Canton Hathaway, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Alexandria Capital, LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.08% | 0.41% | Q3 2015 | Q4 2022 | 18 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q2 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Koshinski Asset Management, Inc. | 17 | 1 | 0.05% | 0.08% | 0.20% | Q3 2018 | Q3 2023 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 18 |
QCI ASSET MANAGEMENT INC/NY | 18 | 18 | 0.00% | 0.02% | 0.02% | Q2 2017 | Q3 2021 | 18 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 14 | 4 | 0.18% | 0.36% | 0.49% | Q2 2013 | Q3 2023 | 18 |
Wealthspire Advisors, LLC | 18 | 18 | 0.02% | 1.28% | 2.15% | Q2 2019 | Q3 2023 | 18 |
Stratos Investment Management, LLC | 18 | 18 | 0.74% | 1.27% | 1.86% | Q1 2019 | Q2 2023 | 18 |
Allworth Financial LP | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
BB&T SECURITIES, LLC | 16 | 1 | 0.00% | 0.04% | 0.05% | Q2 2015 | Q3 2019 | 17 |
Merriman Wealth Management, LLC | 8 | 2 | 0.01% | 2.38% | 9.22% | Q1 2014 | Q3 2023 | 17 |
M&R CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q4 2023 | 17 |
Beacon Harbor Wealth Advisors, Inc. | 13 | 4 | 0.12% | 5.26% | 9.92% | Q2 2019 | Q3 2023 | 17 |
CNB Bank | 10 | 7 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 17 |
JMG Financial Group, Ltd. | 14 | 3 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q4 2021 | 17 |
Personal Capital Advisors Corp | 17 | 17 | 0.01% | 0.09% | 0.93% | Q4 2018 | Q4 2022 | 17 |
NorthRock Partners, LLC | 17 | 17 | 0.11% | 0.31% | 0.67% | Q3 2019 | Q3 2023 | 17 |
Brio Consultants, LLC | 14 | 3 | 0.04% | 1.92% | 2.68% | Q4 2018 | Q2 2023 | 17 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 10 | 2 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 17 |
THOMPSON SIEGEL & WALMSLEY LLC | 12 | 1 | 0.00% | 0.01% | 0.08% | Q1 2017 | Q3 2023 | 17 |
Keystone Financial Group | 11 | 2 | 0.05% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 17 |
Cerity Partners LLC | 9 | 8 | 0.01% | 0.13% | 0.31% | Q3 2017 | Q3 2023 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 0.45% | 0.61% | 0.90% | Q3 2019 | Q3 2023 | 17 |
LINCOLN NATIONAL CORP | 16 | 1 | 0.01% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 17 |
WealthShield Partners, LLC | 12 | 2 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 17 |
Cascade Investment Advisors, Inc. | 16 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2023 | 17 |
GW&K Investment Management, LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
KEYBANK NATIONAL ASSOCIATION/OH | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 16 |
MASSMUTUAL TRUST CO FSB/ADV | 9 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
REILLY FINANCIAL ADVISORS, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.04% | 0.12% | 0.50% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 5.28% | 6.44% | 7.73% | Q4 2019 | Q3 2023 | 16 |
iAB Financial Bank | 16 | 16 | 0.18% | 0.31% | 0.40% | Q3 2013 | Q2 2017 | 16 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.09% | 0.79% | Q4 2014 | Q3 2018 | 16 |
First National Bank of Mount Dora, Trust Investment Services | 16 | 16 | 0.09% | 0.11% | 0.14% | Q1 2020 | Q4 2023 | 16 |
Sheaff Brock Investment Advisors, LLC | 8 | 1 | 0.02% | 0.03% | 0.15% | Q4 2015 | Q1 2022 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.16% | 0.87% | 1.68% | Q4 2019 | Q3 2023 | 16 |
Balentine LLC | 16 | 16 | 0.07% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Simplicity Solutions, LLC | 4 | 1 | 0.00% | 0.03% | 0.10% | Q1 2017 | Q3 2023 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.10% | 0.14% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 8.06% | 11.23% | 12.76% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.08% | 0.45% | Q4 2019 | Q3 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.29% | 0.62% | 1.38% | Q4 2019 | Q3 2023 | 16 |
Landmark Financial Advisors, LLC | 16 | 16 | 0.34% | 1.58% | 2.37% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 16 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.20% | 0.30% | 0.76% | Q4 2019 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 0.54% | 0.99% | 2.41% | Q4 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.03% | 0.09% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Strategic Financial Planning, Inc. | 16 | 16 | 2.85% | 3.03% | 3.37% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.03% | 0.08% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Cetera Investment Advisers | 16 | 16 | 0.02% | 0.10% | 0.19% | Q4 2019 | Q3 2023 | 16 |
LPWM LLC | 16 | 16 | 0.21% | 0.28% | 0.36% | Q4 2019 | Q3 2023 | 16 |
EPIQ Capital Group, LLC | 16 | 16 | 0.04% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.09% | 0.12% | 0.15% | Q4 2019 | Q3 2023 | 16 |
EARNEST PARTNERS LLC | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Curtis Advisory Group, LLC | 16 | 16 | 2.05% | 3.49% | 10.41% | Q4 2019 | Q3 2023 | 16 |
Perigon Wealth Management, LLC | 12 | 1 | 0.01% | 0.03% | 0.08% | Q3 2011 | Q3 2023 | 16 |
Adero Partners, LLC | 16 | 16 | 0.06% | 0.23% | 0.61% | Q4 2019 | Q3 2023 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Global Trust Asset Management, LLC | 14 | 1 | 0.01% | 0.19% | 0.72% | Q4 2019 | Q3 2023 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.06% | 0.10% | 0.14% | Q2 2019 | Q4 2022 | 15 |
HOWARD WEALTH MANAGEMENT, LLC | 10 | 5 | 0.68% | 0.85% | 1.13% | Q4 2019 | Q3 2023 | 15 |
Perennial Advisors, LLC | 9 | 1 | 0.02% | 0.05% | 0.16% | Q4 2016 | Q3 2023 | 15 |
HOWARD FINANCIAL SERVICES, LTD. | 14 | 1 | 0.07% | 0.16% | 0.27% | Q4 2019 | Q3 2023 | 15 |
Cardan Capital Partners, LLC | 15 | 15 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q3 2021 | 15 |
Manchester Capital Management LLC | 15 | 15 | 0.00% | 0.04% | 0.14% | Q1 2020 | Q3 2023 | 15 |
HBW ADVISORY SERVICES LLC | 14 | 1 | 0.23% | 0.46% | 0.67% | Q4 2019 | Q3 2023 | 15 |
RDA Financial Network | 15 | 15 | 0.75% | 1.00% | 1.24% | Q1 2019 | Q3 2022 | 15 |
ARQ WEALTH ADVISORS, LLC | 15 | 15 | 0.71% | 1.39% | 1.58% | Q1 2020 | Q3 2023 | 15 |
Curbstone Financial Management Corp | 14 | 1 | 0.11% | 0.32% | 0.51% | Q4 2019 | Q4 2023 | 15 |
Boston Trust Walden Corp | 5 | 1 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q3 2023 | 15 |
QUADRANT CAPITAL GROUP LLC | 15 | 15 | 0.06% | 0.13% | 0.23% | Q1 2020 | Q3 2023 | 15 |
FIDUCIARY TRUST CO | 10 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.21% | 0.35% | 0.53% | Q1 2020 | Q3 2023 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.21% | 7.43% | 16.22% | Q4 2019 | Q3 2023 | 15 |
Wagner Wealth Management, LLC | 11 | 4 | 0.01% | 0.15% | 0.60% | Q4 2017 | Q3 2023 | 15 |
Wealth Alliance | 14 | 1 | 0.06% | 0.53% | 1.22% | Q4 2019 | Q3 2023 | 15 |
Castle Rock Wealth Management, LLC | 12 | 1 | 0.10% | 0.17% | 0.30% | Q3 2019 | Q3 2023 | 15 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 14 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2020 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.17% | 0.65% | 1.42% | Q1 2020 | Q3 2023 | 15 |
SigFig Wealth Management, LLC | 15 | 15 | 0.04% | 6.88% | 12.20% | Q1 2020 | Q3 2023 | 15 |
Capital Investment Advisory Services, LLC | 15 | 15 | 0.01% | 0.03% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 15 |
Petix & Botte Co | 12 | 3 | 0.21% | 0.51% | 0.81% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.21% | 0.50% | 0.65% | Q2 2016 | Q4 2019 | 15 |
MONETA GROUP INVESTMENT ADVISORS LLC | 10 | 1 | 0.00% | 0.06% | 0.13% | Q3 2015 | Q3 2023 | 14 |
SG Americas Securities, LLC | 9 | 2 | 0.00% | 0.04% | 0.11% | Q2 2014 | Q2 2018 | 14 |
Truepoint, Inc. | 12 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q2 2023 | 14 |
Evanson Asset Management, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Chesley Taft & Associates LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Grant Street Asset Management, Inc. | 14 | 14 | 0.29% | 0.40% | 0.54% | Q2 2020 | Q3 2023 | 14 |
First PREMIER Bank | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Intellectus Partners, LLC | 6 | 3 | 0.01% | 0.07% | 0.21% | Q2 2017 | Q2 2023 | 14 |
CULLEN/FROST BANKERS, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.04% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Centerpoint Advisors, LLC | 14 | 14 | 0.50% | 1.25% | 1.96% | Q2 2020 | Q3 2023 | 14 |
Pure Financial Advisors, LLC | 14 | 14 | 0.04% | 0.07% | 0.13% | Q3 2020 | Q4 2023 | 14 |
Clarius Group, LLC | 14 | 14 | 0.13% | 0.20% | 0.28% | Q2 2020 | Q3 2023 | 14 |
ALLIANCEBERNSTEIN L.P. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
LOEB PARTNERS CORP | 14 | 14 | 0.07% | 0.43% | 0.56% | Q3 2014 | Q4 2017 | 14 |
AMG National Trust Bank | 14 | 14 | 0.01% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
COMMERCE BANK | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 14 |
Segment Wealth Management, LLC | 14 | 14 | 1.11% | 1.42% | 1.68% | Q2 2020 | Q3 2023 | 14 |
Global Strategic Investment Solutions, LLC | 14 | 14 | 0.05% | 0.17% | 0.28% | Q2 2020 | Q3 2023 | 14 |
LONDON CO OF VIRGINIA | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 14 |
Litman Gregory Wealth Management LLC | 13 | 1 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q4 2021 | 14 |
Montecito Bank & Trust | 12 | 1 | 0.05% | 0.16% | 0.30% | Q4 2016 | Q4 2023 | 14 |
Arkadios Wealth Advisors | 14 | 14 | 0.00% | 0.08% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Savant Capital, LLC | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
ARS Investment Partners, LLC | 14 | 14 | 0.05% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
OneDigital Investment Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2023 | 14 |
Stokes & Hubbell Capital Management, LLC | 14 | 14 | 0.15% | 0.20% | 0.28% | Q4 2015 | Q1 2019 | 14 |
Caprock Group, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Disciplined Investments, LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q2 2023 | 14 |
Sunflower Bank, N.A. | 14 | 14 | 0.21% | 2.67% | 5.38% | Q2 2020 | Q3 2023 | 14 |
Wealth Advisory Solutions, LLC | 8 | 6 | 0.00% | 0.81% | 1.29% | Q4 2019 | Q2 2023 | 14 |
Southern Wealth Management, LLP | 14 | 14 | 0.22% | 1.70% | 2.84% | Q4 2019 | Q1 2023 | 14 |
Joel Isaacson & Co., LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Pensionmark Financial Group, LLC | 8 | 5 | 0.05% | 0.09% | 0.16% | Q4 2018 | Q1 2022 | 13 |
USAdvisors Wealth Management, LLC | 11 | 1 | 0.19% | 1.73% | 3.95% | Q4 2018 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.08% | 0.12% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Hills Bank & Trust Co | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
JOHNSON INVESTMENT COUNSEL INC | 11 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2022 | 13 |
BRIGHTON JONES LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
AMERICAN FINANCIAL GROUP INC | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2014 | Q3 2017 | 13 |
Laurel Wealth Advisors, Inc. | 13 | 13 | 0.05% | 0.09% | 0.11% | Q4 2016 | Q4 2019 | 13 |
First Ascent Asset Management, LLC | 13 | 13 | 2.13% | 2.84% | 3.53% | Q3 2020 | Q3 2023 | 13 |
New England Investment & Retirement Group, Inc. | 12 | 1 | 0.00% | 0.60% | 0.78% | Q1 2015 | Q1 2020 | 13 |
Selective Wealth Management, Inc. | 7 | 3 | 0.01% | 0.10% | 0.28% | Q2 2020 | Q4 2023 | 13 |
Horizon Kinetics | 8 | 1 | 0.00% | 0.09% | 0.31% | Q2 2013 | Q4 2018 | 13 |
WFG Advisors, LP | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 13 |
Guidant Wealth Advisors | 13 | 13 | 2.19% | 3.92% | 6.57% | Q3 2016 | Q3 2019 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.05% | 0.24% | 0.52% | Q3 2020 | Q3 2023 | 13 |
Affiance Financial, LLC | 13 | 13 | 0.06% | 0.07% | 0.09% | Q4 2019 | Q4 2022 | 13 |
FRANKLIN RESOURCES INC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
AdvicePeriod, LLC | 13 | 13 | 0.05% | 1.05% | 2.30% | Q2 2018 | Q2 2021 | 13 |
SRS Capital Advisors, Inc. | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 13 |
FIRST NATIONAL TRUST CO | 13 | 13 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2019 | 13 |
FIRST NATIONAL BANK SIOUX FALLS | 13 | 13 | 0.38% | 0.72% | 1.11% | Q1 2020 | Q1 2023 | 13 |
PRIO WEALTH LIMITED PARTNERSHIP | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Neuberger Berman Group LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
FAS Wealth Partners, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Barber Financial Group, Inc. | 8 | 1 | 0.05% | 0.47% | 4.86% | Q4 2016 | Q1 2022 | 13 |
CGN Advisors LLC | 13 | 13 | 0.06% | 0.13% | 0.26% | Q4 2020 | Q4 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.04% | 0.52% | 0.83% | Q4 2019 | Q3 2023 | 13 |
Bath Savings Trust Co | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Wealthspire Advisors, L.P. | 12 | 12 | 0.42% | 0.94% | 1.62% | Q4 2017 | Q3 2020 | 12 |
Newton One Investments LLC | 12 | 12 | 0.25% | 0.34% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Key FInancial Inc | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 12 |
Capital Analysts, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 12 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 12 | 12 | 3.48% | 4.46% | 5.81% | Q4 2017 | Q3 2020 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.01% | 0.17% | 0.43% | Q4 2019 | Q3 2022 | 12 |
Madrona Financial Services, LLC | 12 | 12 | 0.56% | 4.03% | 6.24% | Q4 2020 | Q3 2023 | 12 |
TruWealth Advisors, LLC | 12 | 12 | 0.12% | 0.62% | 1.37% | Q4 2020 | Q3 2023 | 12 |
CHILDRESS CAPITAL ADVISORS, LLC | 12 | 12 | 0.12% | 1.21% | 3.81% | Q4 2020 | Q3 2023 | 12 |
Corundum Group, Inc. | 12 | 12 | 0.54% | 1.05% | 1.59% | Q3 2020 | Q2 2023 | 12 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 12 | 12 | 1.06% | 3.58% | 8.84% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q3 2021 | 12 |
First City Capital Management, Inc. | 12 | 12 | 0.14% | 0.36% | 0.43% | Q4 2020 | Q3 2023 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 1.21% | 1.55% | 1.94% | Q4 2020 | Q3 2023 | 12 |
Chevy Chase Trust Holdings, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 12 |
Hefren-Tillotson, Inc. | 12 | 12 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q2 2018 | 12 |
Certified Advisory Corp | 8 | 4 | 0.00% | 0.04% | 0.11% | Q4 2017 | Q4 2021 | 12 |
WESTPORT RESOURCES MANAGEMENT INC | 12 | 12 | 0.07% | 0.22% | 0.56% | Q4 2013 | Q3 2016 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.66% | 0.87% | 1.13% | Q4 2020 | Q3 2023 | 12 |
Safir Wealth Advisors, LLC | 12 | 12 | 2.52% | 2.82% | 3.24% | Q4 2020 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.23% | 0.38% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Goodman Financial Corp | 12 | 12 | 0.07% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 12 |
PagnatoKarp Partners LLC | 8 | 4 | 0.10% | 0.32% | 1.91% | Q4 2016 | Q4 2019 | 12 |
Capital Planning LLC | 12 | 12 | 0.24% | 0.40% | 0.54% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.15% | 0.23% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Zhang Financial LLC | 12 | 12 | 0.06% | 0.13% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 4.26% | 4.72% | 6.30% | Q4 2020 | Q3 2023 | 12 |
Hilltop Holdings Inc. | 12 | 12 | 0.47% | 0.75% | 0.90% | Q1 2015 | Q4 2017 | 12 |
Bluesphere Advisors, LLC | 12 | 12 | 0.54% | 0.94% | 1.19% | Q4 2020 | Q3 2023 | 12 |
BOKF, NA | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.03% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.02% | 0.04% | 0.11% | Q2 2018 | Q3 2023 | 12 |
West Financial Advisors, LLC | 12 | 12 | 2.38% | 3.02% | 3.90% | Q4 2020 | Q3 2023 | 12 |
TrinityPoint Wealth, LLC | 6 | 1 | 0.05% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 1.59% | 1.93% | 2.29% | Q4 2020 | Q3 2023 | 12 |
Compass Advisory Group LLC | 12 | 12 | 0.53% | 1.94% | 4.08% | Q4 2020 | Q3 2023 | 12 |
Syverson Strege & Co | 12 | 12 | 0.20% | 0.45% | 0.75% | Q4 2020 | Q3 2023 | 12 |
Mirador Capital Partners LP | 12 | 12 | 0.06% | 0.13% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Walkner Condon Financial Advisors LLC | 12 | 12 | 0.07% | 0.13% | 0.28% | Q4 2020 | Q3 2023 | 12 |
VSR Financial Services, Inc. | 12 | 12 | 0.08% | 0.16% | 0.25% | Q2 2013 | Q1 2016 | 12 |
KWB Wealth | 12 | 12 | 0.19% | 0.30% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Bogart Wealth, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 12 |
SIGMA INVESTMENT COUNSELORS INC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ACT WEALTH MANAGEMENT, LLC | 12 | 12 | 15.11% | 16.58% | 19.68% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 12 |
Bank of Marin | 12 | 12 | 0.35% | 0.74% | 0.94% | Q4 2020 | Q3 2023 | 12 |
Vigilant Capital Management, LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.20% | 0.23% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Robertson Stephens Wealth Management, LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Capital Advisors Wealth Management, LLC | 11 | 11 | 0.10% | 1.62% | 4.56% | Q1 2021 | Q3 2023 | 11 |
Lido Advisors, LLC | 11 | 11 | 0.01% | 0.06% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Advisors Capital Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.32% | 0.47% | 0.77% | Q4 2020 | Q3 2023 | 11 |
FORVIS Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Essex Financial Services, Inc. | 10 | 1 | 0.04% | 0.07% | 0.12% | Q1 2018 | Q3 2023 | 11 |
Strategic Family Wealth Counselors, L.L.C. | 7 | 1 | 0.08% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 11 |
LEE DANNER & BASS INC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2022 | 11 |
Minot Wealth Management LLC | 11 | 11 | 0.10% | 0.13% | 0.16% | Q4 2019 | Q2 2022 | 11 |
SevenOneSeven Capital Management | 11 | 11 | 0.02% | 0.14% | 1.08% | Q1 2021 | Q3 2023 | 11 |
Community Bank, N.A. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
CITY HOLDING CO | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.06% | 0.10% | 0.14% | Q4 2020 | Q2 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Rodgers & Associates, LTD | 11 | 11 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 11 |
WestEnd Advisors, LLC | 11 | 11 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q4 2015 | 11 |
HHM Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Concert Wealth Management Inc. | 6 | 1 | 0.00% | 0.08% | 0.14% | Q2 2013 | Q3 2016 | 11 |
OAK RIDGE INVESTMENTS LLC | 5 | 1 | 0.02% | 0.13% | 0.44% | Q1 2017 | Q3 2020 | 11 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q4 2021 | 11 |
Advisor OS, LLC | 6 | 1 | 0.18% | 2.16% | 13.15% | Q3 2020 | Q3 2023 | 11 |
Transamerica Financial Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 11 |
Sage Mountain Advisors LLC | 11 | 11 | 0.03% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Applied Capital LLC | 11 | 11 | 6.07% | 7.71% | 9.82% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2023 | 11 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 9 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2018 | 11 |
Kingfisher Capital LLC | 11 | 11 | 0.06% | 0.31% | 0.44% | Q1 2021 | Q3 2023 | 11 |
Apexium Financial, LP | 11 | 11 | 0.16% | 0.77% | 1.60% | Q1 2021 | Q3 2023 | 11 |
Arete Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.15% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Lokken Investment Group LLC | 6 | 1 | 0.14% | 0.24% | 0.33% | Q1 2012 | Q3 2023 | 10 |
Biltmore Family Office, LLC | 10 | 10 | 0.04% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
SMI Advisory Services, LLC | 9 | 1 | 1.71% | 2.08% | 2.41% | Q1 2021 | Q3 2023 | 10 |
Clear Perspective Advisors, LLC | 7 | 3 | 0.01% | 0.33% | 1.12% | Q3 2017 | Q4 2021 | 10 |
BAKER BOYER NATIONAL BANK | 8 | 1 | 0.12% | 0.23% | 1.02% | Q1 2018 | Q3 2023 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Financial Architects, Inc | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.14% | 0.43% | Q1 2021 | Q3 2023 | 10 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.02% | 0.05% | 0.10% | Q3 2018 | Q1 2022 | 10 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 10 |
Faithward Advisors, LLC | 5 | 2 | 0.00% | 0.20% | 0.73% | Q3 2019 | Q2 2023 | 10 |
Crestone Asset Management LLC | 7 | 3 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.08% | 0.83% | 1.84% | Q4 2020 | Q1 2023 | 10 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 6 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 1 | 0.27% | 0.40% | 0.68% | Q3 2016 | Q1 2020 | 10 |
Teamwork Financial Advisors, LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.02% | 0.15% | 0.32% | Q4 2020 | Q3 2023 | 10 |
Aureus Asset Management, LLC | 10 | 10 | 0.06% | 0.07% | 0.08% | Q3 2013 | Q4 2015 | 10 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 1 | 0.04% | 0.07% | 0.16% | Q3 2013 | Q3 2017 | 10 |
DAVENPORT & Co LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2016 | 10 |
Ameritas Investment Company, LLC | 10 | 10 | 0.31% | 0.59% | 1.05% | Q2 2019 | Q3 2021 | 10 |
Versant Capital Management, Inc | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2023 | 10 |
TCI Wealth Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2022 | 10 |
SOA Wealth Advisors, LLC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
LEVEL FOUR ADVISORY SERVICES, LLC | 7 | 1 | 0.01% | 0.09% | 0.20% | Q3 2017 | Q1 2022 | 10 |
Connolly Sarah T. | 6 | 4 | 0.26% | 0.34% | 0.46% | Q4 2020 | Q3 2023 | 10 |
CAHILL FINANCIAL ADVISORS INC | 8 | 2 | 0.12% | 0.30% | 0.46% | Q4 2016 | Q1 2021 | 10 |
Newbridge Financial Services Group, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Plancorp, LLC | 10 | 10 | 0.06% | 0.12% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Austin Private Wealth, LLC | 10 | 10 | 0.05% | 0.09% | 0.18% | Q2 2021 | Q3 2023 | 10 |
FDx Advisors, Inc. | 7 | 2 | 0.06% | 0.64% | 1.31% | Q1 2017 | Q2 2019 | 9 |
BNP PARIBAS FINANCIAL MARKETS | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 9 |
CAMBRIDGE TRUST CO | 5 | 4 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2023 | 9 |
Asio Capital, LLC | 9 | 9 | 0.03% | 1.18% | 2.15% | Q3 2021 | Q3 2023 | 9 |
Sandbox Financial Partners, LLC | 9 | 9 | 0.16% | 0.21% | 0.32% | Q3 2021 | Q3 2023 | 9 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 9 |
Good Life Advisors, LLC | 6 | 3 | 0.05% | 0.14% | 0.36% | Q4 2016 | Q1 2022 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 9 |
Boston Partners | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 9 |
Apella Capital, LLC | 8 | 1 | 0.02% | 0.06% | 0.14% | Q1 2020 | Q3 2022 | 9 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 7 | 1 | 0.00% | 0.52% | 1.31% | Q2 2016 | Q1 2022 | 9 |
Secure Asset Management, LLC | 7 | 2 | 0.21% | 0.32% | 0.46% | Q4 2019 | Q3 2023 | 9 |
SEI INVESTMENTS CO | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 9 |
World Asset Management Inc | 3 | 1 | 0.01% | 0.05% | 0.14% | Q2 2017 | Q1 2021 | 9 |
MEEDER ASSET MANAGEMENT INC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2022 | 9 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Veritable, L.P. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
TFC Financial Management, Inc. | 9 | 9 | 0.41% | 0.48% | 0.60% | Q3 2021 | Q3 2023 | 9 |
FineMark National Bank & Trust | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Mariner, LLC | 9 | 9 | 0.13% | 0.24% | 0.35% | Q3 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 9 |
AEGON USA Investment Management, LLC | 9 | 9 | 2.01% | 2.54% | 3.46% | Q2 2013 | Q2 2015 | 9 |
Rikoon Group, LLC | 9 | 9 | 0.08% | 0.09% | 0.11% | Q1 2019 | Q1 2021 | 9 |
Cresset Asset Management, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 9 |
Lehman & Derafelo Financial Resources LLC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 9 |
Betterment LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Tower View Wealth Management LLC | 9 | 9 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2019 | 9 |
MISSION WEALTH MANAGEMENT, LP | 6 | 3 | 0.05% | 0.06% | 0.10% | Q2 2015 | Q3 2017 | 9 |
Laurel Wealth Advisors LLC | 9 | 9 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Inscription Capital, LLC | 9 | 9 | 0.09% | 0.15% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Winthrop Advisory Group LLC | 9 | 9 | 1.07% | 1.25% | 1.86% | Q3 2021 | Q3 2023 | 9 |
Beacon Financial Advisory LLC | 8 | 1 | 0.16% | 0.22% | 0.26% | Q1 2021 | Q3 2023 | 9 |
Pinion Investment Advisors, LLC | 3 | 1 | 0.18% | 0.35% | 0.47% | Q1 2018 | Q4 2021 | 9 |
Pinnacle Summer Investments, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2015 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 7 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 9 |
Vanguard Personalized Indexing Management, LLC | 9 | 9 | 0.06% | 0.18% | 0.44% | Q4 2020 | Q4 2022 | 9 |
Beacon Capital Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.09% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Paracle Advisors, LLC | 4 | 4 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q4 2020 | 8 |
Graves Light Lenhart Wealth, Inc. | 8 | 8 | 0.01% | 0.27% | 0.95% | Q4 2020 | Q3 2022 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.28% | 0.48% | 0.74% | Q4 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.07% | 0.14% | 0.26% | Q4 2021 | Q3 2023 | 8 |
BCR Wealth Strategies, LLC | 8 | 8 | 0.55% | 0.66% | 0.88% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.18% | 0.35% | 0.65% | Q4 2021 | Q3 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7 | 1 | 0.01% | 0.04% | 0.13% | Q3 2020 | Q3 2023 | 8 |
WEST CHESTER CAPITAL ADVISORS, INC | 5 | 3 | 0.26% | 1.68% | 2.91% | Q2 2013 | Q2 2015 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Atlantic Private Wealth, LLC | 8 | 8 | 4.25% | 4.89% | 5.52% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Whitegate Investment Counselors, Inc. | 4 | 1 | 0.04% | 0.08% | 0.23% | Q1 2014 | Q2 2018 | 8 |
Crescent Grove Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Miracle Mile Advisors, LLC | 8 | 8 | 0.08% | 0.17% | 0.36% | Q4 2021 | Q3 2023 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 3.34% | 3.69% | 4.01% | Q4 2018 | Q3 2020 | 8 |
Lee Financial Co | 8 | 8 | 0.04% | 0.05% | 0.08% | Q4 2016 | Q3 2018 | 8 |
Asset Planning Services, Ltd. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 8 |
Lenox Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2022 | 8 |
Sensible Financial Planning & Management, LLC. | 6 | 2 | 0.03% | 0.09% | 0.16% | Q3 2014 | Q3 2016 | 8 |
RFG HOLDINGS, INC. | 8 | 8 | 0.30% | 4.67% | 7.11% | Q4 2020 | Q3 2022 | 8 |
MAYPORT, LLC | 8 | 8 | 7.91% | 8.27% | 8.77% | Q4 2021 | Q3 2023 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2022 | 8 |
Ascent Group, LLC | 8 | 8 | 0.10% | 0.15% | 0.23% | Q4 2021 | Q3 2023 | 8 |
IFG Advisory, LLC | 4 | 4 | 0.03% | 0.31% | 0.58% | Q1 2019 | Q3 2023 | 8 |
Echo45 Advisors LLC | 8 | 8 | 0.76% | 2.00% | 3.01% | Q4 2021 | Q3 2023 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 0.27% | 0.42% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Meridian Wealth Management, LLC | 8 | 8 | 0.04% | 0.07% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Summit Wealth Group, LLC | 5 | 1 | 0.80% | 3.20% | 4.78% | Q4 2019 | Q2 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.18% | 0.21% | 0.23% | Q4 2021 | Q3 2023 | 8 |
StrategIQ Financial Group, LLC | 8 | 8 | 0.33% | 0.65% | 1.54% | Q4 2021 | Q3 2023 | 8 |
Family CFO Inc | 8 | 8 | 1.46% | 1.60% | 1.74% | Q4 2021 | Q3 2023 | 8 |
Independent Advisor Alliance | 6 | 1 | 0.08% | 0.30% | 0.68% | Q1 2017 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
KENNICOTT CAPITAL MANAGEMENT LLC | 8 | 8 | 0.16% | 0.20% | 0.25% | Q1 2021 | Q4 2022 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 1.03% | 1.24% | 1.55% | Q4 2021 | Q3 2023 | 8 |
Prosperity Consulting Group, LLC | 8 | 8 | 1.00% | 1.81% | 2.43% | Q4 2021 | Q3 2023 | 8 |
Signature Wealth Management Group | 4 | 4 | 0.12% | 0.15% | 0.17% | Q4 2017 | Q4 2019 | 8 |
Visionary Wealth Advisors | 8 | 8 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q1 2022 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
SP Asset Management | 8 | 8 | 0.03% | 0.07% | 0.12% | Q4 2020 | Q3 2022 | 8 |
Cornerstone Advisory, LLC | 8 | 8 | 0.10% | 0.18% | 0.25% | Q4 2020 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Eudaimonia Partners, LLC | 8 | 8 | 0.02% | 0.25% | 0.69% | Q4 2019 | Q3 2021 | 8 |
Fisher Asset Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.10% | 0.13% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Threshold Group LLC | 8 | 8 | 2.18% | 4.63% | 6.13% | Q4 2015 | Q3 2017 | 8 |
V Wealth Advisors LLC | 4 | 1 | 0.00% | 0.10% | 0.14% | Q2 2017 | Q4 2021 | 8 |
BDO Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Qube Research & Technologies Ltd | 5 | 3 | 0.00% | 0.02% | 0.11% | Q2 2021 | Q3 2023 | 8 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2021 | 8 |
Wedmont Private Capital | 8 | 8 | 0.10% | 0.14% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Stratos Wealth Advisors, LLC | 5 | 1 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q1 2022 | 8 |
Divergent Wealth Advisors | 8 | 8 | 0.08% | 0.09% | 0.09% | Q4 2018 | Q3 2020 | 8 |
CFO4Life Group, LLC | 8 | 8 | 0.05% | 1.92% | 3.22% | Q1 2021 | Q4 2022 | 8 |
TOTH FINANCIAL ADVISORY CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
NVWM, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.03% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Aptus Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Objective Capital Management, LLC | 8 | 8 | 0.47% | 0.56% | 0.63% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.83% | 0.99% | 1.13% | Q4 2021 | Q3 2023 | 8 |
BADGLEY PHELPS & BELL INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2021 | 8 |
Advance Capital Management, Inc. | 8 | 8 | 0.08% | 0.14% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.16% | 0.30% | 0.42% | Q4 2021 | Q3 2023 | 8 |
ASPIRIANT, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q4 2015 | 7 |
MONTAG A & ASSOCIATES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
MTM Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
SlateStone Wealth, LLC | 7 | 7 | 0.06% | 0.46% | 0.80% | Q1 2022 | Q3 2023 | 7 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 7 |
MCDONALD PARTNERS LLC | 7 | 7 | 0.00% | 0.12% | 0.17% | Q4 2020 | Q2 2022 | 7 |
Eagle Strategies LLC | 7 | 7 | 0.06% | 0.26% | 1.27% | Q4 2021 | Q2 2023 | 7 |
Johnson Financial Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q4 2014 | 7 |
CHEMUNG CANAL TRUST CO | 7 | 7 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q2 2017 | 7 |
Empirical Finance, LLC | 6 | 1 | 0.21% | 0.43% | 0.55% | Q4 2016 | Q1 2022 | 7 |
MKT Advisors LLC | 7 | 7 | 0.18% | 0.20% | 0.22% | Q1 2022 | Q3 2023 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Jackson, Grant Investment Advisers, Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
CERTUITY, LLC | 6 | 1 | 0.05% | 0.07% | 0.12% | Q4 2019 | Q1 2022 | 7 |
Financial Engines Advisors L.L.C. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.07% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 |
TORONTO DOMINION BANK | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 7 |
Realta Investment Advisors | 3 | 2 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 7 |
GPS Wealth Strategies Group, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 7 |
L. Roy Papp & Associates, LLP | 7 | 7 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q3 2023 | 7 |
MATRIX ASSET ADVISORS INC/NY | 6 | 1 | 0.11% | 0.12% | 0.14% | Q3 2021 | Q2 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2020 | 7 |
Pacifica Partners Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q4 2023 | 7 |
Main Street Financial Solutions, LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q2 2022 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.12% | 0.16% | 0.20% | Q4 2019 | Q2 2021 | 7 |
WASHINGTON TRUST Co | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
MATHER GROUP, LLC. | 5 | 2 | 0.01% | 0.02% | 0.08% | Q4 2021 | Q3 2023 | 7 |
FINANCIAL COUNSELORS INC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q3 2014 | 7 |
Red Cedar Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.10% | 0.15% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Single Point Partners, LLC | 3 | 1 | 0.03% | 0.72% | 1.58% | Q3 2020 | Q3 2023 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.01% | 2.16% | 7.80% | Q4 2021 | Q2 2023 | 7 |
ClearBridge Investments | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Western Pacific Wealth Management, LP | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
PrairieView Partners, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 5 | 2 | 0.03% | 0.06% | 0.07% | Q3 2019 | Q2 2021 | 7 |
New Perspectives, Inc | 7 | 7 | 0.31% | 0.53% | 0.93% | Q2 2021 | Q4 2022 | 7 |
Tidal Investments LLC | 7 | 7 | 0.03% | 0.07% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Ranch Capital Advisors Inc. | 7 | 7 | 0.00% | 0.02% | 0.02% | Q1 2020 | Q3 2021 | 7 |
Warwick Investment Management, Inc. | 4 | 3 | 0.47% | 1.52% | 2.16% | Q4 2021 | Q3 2023 | 7 |
Armbruster Capital Management, Inc. | 7 | 7 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q1 2018 | 7 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
RETIREMENT CAPITAL STRATEGIES | 7 | 7 | 0.31% | 1.57% | 2.11% | Q2 2018 | Q4 2019 | 7 |
ASSET MANAGEMENT CORP /IL/ /ADV | 5 | 2 | 0.48% | 0.70% | 0.84% | Q2 2021 | Q1 2023 | 7 |
SVB WEALTH LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.08% | 0.11% | 0.15% | Q1 2022 | Q3 2023 | 7 |
US FINANCIAL ADVISORS, LLC | 5 | 2 | 0.05% | 0.37% | 0.79% | Q2 2015 | Q1 2021 | 7 |
IFS Advisors, LLC | 5 | 2 | 0.01% | 0.46% | 1.69% | Q1 2021 | Q4 2022 | 7 |
ASSOCIATED BANC-CORP | 5 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Wellspring Financial Advisors, LLC | 4 | 3 | 0.05% | 0.09% | 0.10% | Q2 2020 | Q1 2022 | 7 |
Trevian Wealth Management LLC | 6 | 1 | 1.64% | 2.64% | 3.30% | Q4 2021 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.07% | 0.11% | 0.20% | Q1 2021 | Q4 2022 | 7 |
Manhattan West Asset Management, LLC | 7 | 7 | 0.12% | 0.19% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Covington Capital Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
WESBANCO BANK INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2023 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.14% | 0.15% | 0.18% | Q4 2021 | Q2 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 7 |
Fortress Wealth Management, Inc. | 4 | 3 | 0.14% | 0.26% | 0.43% | Q4 2021 | Q3 2023 | 7 |
Accel Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Standard Family Office LLC | 4 | 1 | 8.79% | 11.68% | 14.59% | Q4 2020 | Q3 2022 | 6 |
N.E.W. Advisory Services LLC | 6 | 6 | 1.06% | 1.11% | 1.20% | Q2 2022 | Q3 2023 | 6 |
Gemmer Asset Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Ziegler Capital Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Riggs Asset Managment Co. Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2019 | 6 |
Rehmann Capital Advisory Group | 3 | 1 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q3 2021 | 6 |
Paragon Private Wealth Management, LLC | 5 | 1 | 0.16% | 0.26% | 0.33% | Q4 2021 | Q2 2023 | 6 |
REGENTATLANTIC CAPITAL LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2021 | 6 |
Relative Value Partners Group, LLC | 6 | 6 | 0.09% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Rainier Group Investment Advisory LLC | 4 | 2 | 0.77% | 1.52% | 2.64% | Q1 2019 | Q3 2020 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 1.37% | 1.81% | 2.46% | Q2 2022 | Q3 2023 | 6 |
THOMPSON DAVIS & CO., INC. | 3 | 3 | 0.28% | 0.32% | 0.42% | Q4 2021 | Q2 2023 | 6 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 6 | 6 | 0.12% | 0.20% | 0.30% | Q4 2020 | Q1 2022 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 14.66% | 15.38% | 15.97% | Q4 2020 | Q1 2022 | 6 |
Edge Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
KWMG, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Squar Milner Financial Services LLC | 4 | 2 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q1 2020 | 6 |
CONNABLE OFFICE INC | 2 | 1 | 0.04% | 0.09% | 0.18% | Q4 2017 | Q3 2022 | 6 |
Hoover Financial Advisors, Inc. | 5 | 1 | 0.05% | 0.06% | 0.11% | Q4 2019 | Q2 2021 | 6 |
LBMC INVESTMENT ADVISORS, LLC | 6 | 6 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2023 | 6 |
CYPRESS FINANCIAL PLANNING LLC | 6 | 6 | 5.04% | 5.61% | 6.24% | Q2 2022 | Q3 2023 | 6 |
Bedel Financial Consulting, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
PSI Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 6 |
RITHOLTZ WEALTH MANAGEMENT | 5 | 1 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q4 2019 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Beaumont Financial Partners, LLC | 5 | 1 | 0.02% | 0.38% | 0.81% | Q4 2020 | Q3 2022 | 6 |
Ameritas Investment Partners, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
Integrated Wealth Management | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 6 |
Private Ocean, LLC | 6 | 6 | 0.00% | 0.02% | 0.08% | Q2 2022 | Q3 2023 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
CCG WEALTH MANAGEMENT, LLC | 6 | 6 | 0.32% | 0.35% | 0.40% | Q4 2018 | Q1 2020 | 6 |
Avior Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 6 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 6 | 6 | 0.15% | 0.25% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Next Level Private LLC | 2 | 2 | 0.20% | 0.25% | 0.32% | Q4 2021 | Q3 2023 | 6 |
IAG Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.87% | 5.24% | 7.70% | Q4 2020 | Q1 2022 | 6 |
Annapolis Financial Services, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.30% | 0.37% | 0.46% | Q2 2022 | Q3 2023 | 6 |
McKinley Carter Wealth Services, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Argentus Capital Management, LLC | 5 | 5 | 0.01% | 0.07% | 0.15% | Q3 2015 | Q3 2016 | 5 |
DGS Capital Management, LLC | 5 | 5 | 0.16% | 0.19% | 0.22% | Q1 2022 | Q1 2023 | 5 |
Dynamic Advisor Solutions LLC | 4 | 1 | 0.03% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 5 |
Vident Investment Advisory, LLC | 3 | 2 | 0.01% | 0.04% | 0.09% | Q1 2022 | Q2 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 5 |
ATLAS CAPITAL ADVISORS LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
WealthOne, LLC | 4 | 1 | 0.09% | 0.12% | 0.15% | Q4 2018 | Q3 2021 | 5 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 4 | 1 | 0.00% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 5 |
DUBUQUE BANK & TRUST CO | 5 | 5 | 0.08% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
American Trust | 4 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2023 | 5 |
Column Capital Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Sage Capital Advisors,llc | 5 | 5 | 0.17% | 0.18% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Bryant Woods Investment Advisors, LLC | 5 | 5 | 0.20% | 0.22% | 0.25% | Q3 2022 | Q3 2023 | 5 |
RONALD BLUE & CO LLC | 5 | 5 | 0.07% | 0.11% | 0.13% | Q2 2016 | Q2 2017 | 5 |
Allspring Global Investments Holdings, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.11% | 0.12% | 0.13% | Q2 2019 | Q2 2020 | 5 |
MOSELEY INVESTMENT MANAGEMENT INC | 5 | 5 | 0.39% | 0.43% | 0.46% | Q1 2021 | Q1 2022 | 5 |
Bridgewater Advisors Inc. | 5 | 5 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q2 2022 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 1.81% | 1.94% | 2.13% | Q4 2022 | Q4 2023 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2014 | 5 |
Laird Norton Wetherby Wealth Management, LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2021 | 5 |
Fiduciary Planning LLC | 5 | 5 | 0.32% | 0.63% | 0.87% | Q3 2020 | Q3 2021 | 5 |
Element Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2020 | 5 |
SAX WEALTH ADVISORS, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q1 2022 | 5 |
StoneX Group Inc. | 5 | 5 | 0.05% | 0.36% | 0.49% | Q4 2020 | Q4 2021 | 5 |
MANAGED ACCOUNT ADVISORS LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2015 | 5 |
CABANA LLC | 2 | 1 | 0.00% | 7.44% | 11.82% | Q4 2019 | Q2 2023 | 5 |
Aberdeen Wealth Management LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2023 | 5 |
Tanager Wealth Management LLP | 4 | 1 | 0.06% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 5 |
Hutchens & Kramer Investment Management Group, LLC | 5 | 5 | 0.31% | 0.41% | 0.57% | Q3 2022 | Q3 2023 | 5 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q2 2022 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
BRADLEY FOSTER & SARGENT INC/CT | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Ledyard National Bank | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Optas, LLC | 5 | 5 | 0.78% | 1.00% | 1.33% | Q1 2021 | Q1 2022 | 5 |
NewSquare Capital LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 5 |
HC FINANCIAL ADVISORS INC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q2 2022 | 5 |
Relyea Zuckerberg Hanson LLC | 4 | 1 | 0.10% | 0.32% | 1.15% | Q4 2019 | Q3 2021 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 6.14% | 6.48% | 6.86% | Q3 2022 | Q3 2023 | 5 |
Provident Wealth Management, LLC | 5 | 5 | 0.01% | 1.46% | 1.86% | Q2 2021 | Q2 2022 | 5 |
BFSG, LLC | 5 | 5 | 0.05% | 0.17% | 0.30% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.03% | 0.05% | 0.15% | Q3 2021 | Q3 2022 | 5 |
Tower Wealth Partners, Inc. | 5 | 5 | 10.19% | 13.01% | 13.98% | Q1 2021 | Q1 2022 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q4 2017 | 5 |
Brookstone Capital Management | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.42% | 0.44% | 0.46% | Q3 2015 | Q3 2016 | 5 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 4 | 1 | 0.01% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 5 |
ASHFORD CAPITAL MANAGEMENT INC | 5 | 5 | 0.38% | 1.16% | 1.64% | Q2 2013 | Q2 2014 | 5 |
Quad-Cities Investment Group, LLC | 4 | 1 | 0.01% | 0.04% | 0.13% | Q4 2018 | Q2 2023 | 5 |
SYM FINANCIAL Corp | 2 | 1 | 0.00% | 0.05% | 0.17% | Q4 2017 | Q3 2023 | 5 |
Windsor Wealth Management, Inc. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Red Door Wealth Management, LLC | 3 | 2 | 0.09% | 0.10% | 0.11% | Q1 2020 | Q4 2021 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.09% | 0.27% | 0.51% | Q1 2015 | Q1 2016 | 5 |
Financial Enhancement Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Cornerstone Wealth Management, LLC | 4 | 1 | 0.01% | 0.04% | 0.05% | Q2 2018 | Q4 2019 | 5 |
HCR Wealth Advisors | 2 | 2 | 0.00% | 0.05% | 0.12% | Q3 2020 | Q4 2021 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.03% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Fee-Only Financial Planning, L.C. | 4 | 4 | 1.32% | 1.35% | 1.38% | Q4 2022 | Q3 2023 | 4 |
Great Point Wealth Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q4 2021 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 2.45% | 3.18% | 3.55% | Q4 2022 | Q3 2023 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Personal Wealth Partners | 3 | 1 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q2 2021 | 4 |
PALO ALTO WEALTH ADVISORS, LLC | 4 | 4 | 0.40% | 0.57% | 0.82% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
1919 Investment Counsel, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Sharkey, Howes & Javer | 4 | 4 | 0.08% | 0.08% | 0.09% | Q3 2018 | Q2 2019 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.12% | 0.32% | 0.59% | Q4 2022 | Q3 2023 | 4 |
BCS Wealth Management | 2 | 1 | 0.09% | 0.18% | 0.26% | Q1 2022 | Q3 2023 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.11% | 1.26% | 3.05% | Q2 2013 | Q1 2016 | 4 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 3 | 1 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q2 2014 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 5.60% | 5.83% | 6.10% | Q4 2022 | Q3 2023 | 4 |
Strategic Blueprint, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Modera Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2022 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Center For Asset Management LLC | 4 | 4 | 0.36% | 0.42% | 0.54% | Q2 2021 | Q1 2022 | 4 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
OIKOS HOLDINGS LLC | 4 | 4 | 19.95% | 25.69% | 32.55% | Q4 2022 | Q3 2023 | 4 |
Facet Wealth, Inc. | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Ford Financial Group, LLC | 4 | 4 | 0.82% | 2.22% | 2.75% | Q4 2017 | Q3 2018 | 4 |
Eaton Financial Holdings Company, LLC | 4 | 4 | 0.11% | 0.26% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Meridian Wealth Partners, LLC | 3 | 1 | 0.00% | 0.11% | 0.15% | Q1 2021 | Q3 2023 | 4 |
Independence Trust CO | 4 | 4 | 0.61% | 0.62% | 0.64% | Q1 2017 | Q4 2017 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.05% | 0.29% | 0.99% | Q4 2022 | Q3 2023 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2023 | 4 |
TCWP LLC | 4 | 4 | 0.07% | 0.15% | 0.25% | Q4 2021 | Q3 2022 | 4 |
SWM Advisors | 4 | 4 | 11.39% | 11.95% | 12.65% | Q4 2021 | Q3 2022 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.06% | 0.10% | 0.20% | Q4 2021 | Q3 2022 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.80% | 1.41% | 3.21% | Q4 2022 | Q3 2023 | 4 |
EASTERN BANK | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.04% | 0.07% | 0.12% | Q4 2022 | Q3 2023 | 4 |
CITY NATIONAL BANK | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q3 2015 | 4 |
Ratio Wealth Group | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q3 2021 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Capital Directions Investment Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 4 |
Brand Asset Management Group, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Engrave Wealth Partners LLC | 4 | 4 | 4.96% | 6.95% | 8.76% | Q1 2021 | Q4 2021 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.03% | 0.07% | 0.11% | Q1 2021 | Q2 2023 | 4 |
Samson Capital Advisors LLC | 4 | 4 | 0.54% | 1.00% | 1.45% | Q4 2014 | Q3 2015 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 3.76% | 4.03% | 4.18% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
GoalVest Advisory LLC | 2 | 1 | 0.00% | 0.04% | 0.09% | Q2 2021 | Q3 2023 | 4 |
Elite Wealth Management, Inc. | 3 | 1 | 0.03% | 0.61% | 1.68% | Q4 2013 | Q1 2015 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KMS FINANCIAL SERVICES, INC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q3 2014 | 4 |
Richard Bernstein Advisors LLC | 4 | 4 | 1.45% | 2.21% | 2.70% | Q2 2013 | Q1 2014 | 4 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 4 | 4 | 1.29% | 1.34% | 1.36% | Q3 2018 | Q2 2019 | 4 |
SEI TRUST CO | 3 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2014 | 4 |
First County Bank /CT/ | 4 | 4 | 0.46% | 0.49% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Park Edge Advisors, LLC | 4 | 4 | 0.11% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Biltmore Capital Advisors LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
BASSO CAPITAL MANAGEMENT, L.P. | 4 | 4 | 0.30% | 0.34% | 0.37% | Q4 2022 | Q3 2023 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 1.42% | 1.44% | 1.46% | Q4 2022 | Q3 2023 | 4 |
GW CAPITAL INC | 3 | 1 | 0.03% | 0.05% | 0.08% | Q4 2014 | Q4 2015 | 4 |
Foundations Investment Advisors, LLC | 2 | 1 | 0.07% | 1.58% | 6.01% | Q2 2020 | Q2 2023 | 4 |
STUDIO INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SP Asset Management LLC | 4 | 4 | 0.03% | 0.06% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Beacon Pointe Wealth Advisors, LLC | 4 | 4 | 2.79% | 2.91% | 3.02% | Q1 2019 | Q4 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
MOODY NATIONAL BANK TRUST DIVISION | 4 | 4 | 0.07% | 0.18% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.70% | 0.73% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Clifford Group, LLC | 4 | 4 | 0.67% | 1.23% | 2.47% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
VALLEY NATIONAL ADVISERS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
OLD SECOND NATIONAL BANK OF AURORA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Mayflower Financial Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WealthPlan Investment Management, LLC | 4 | 4 | 0.01% | 0.06% | 0.10% | Q3 2022 | Q2 2023 | 4 |
PARK AVENUE SECURITIES LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
RPG Investment Advisory, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.28% | 0.34% | 0.40% | Q4 2020 | Q3 2021 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Bison Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 4 |
HARVEST CAPITAL MANAGEMENT INC | 3 | 1 | 0.10% | 0.13% | 0.24% | Q3 2013 | Q3 2015 | 4 |
CUTLER INVESTMENT COUNSEL LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 1 | 1.24% | 2.54% | 3.70% | Q3 2021 | Q4 2023 | 4 |
Olistico Wealth, LLC | 4 | 4 | 0.27% | 0.32% | 0.38% | Q4 2022 | Q3 2023 | 4 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Avalon Trust Co | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Legend Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Hanson & Doremus Investment Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 3 |
DELTA ASSET MANAGEMENT LLC/TN | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Lebenthal Global Advisors, LLC | 3 | 3 | 0.23% | 0.29% | 0.33% | Q4 2020 | Q2 2021 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 3 |
Lion Street Advisors, LLC | 2 | 1 | 0.70% | 0.84% | 1.09% | Q1 2020 | Q4 2020 | 3 |
State of Wisconsin - Board of Commissioners of Public Lands | 3 | 3 | 2.28% | 2.45% | 2.54% | Q1 2023 | Q3 2023 | 3 |
TFB Advisors LLC | 3 | 3 | 0.81% | 1.01% | 1.14% | Q4 2022 | Q2 2023 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.73% | 0.74% | 0.76% | Q4 2021 | Q2 2022 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2012 | Q2 2013 | 3 |
JAG CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.08% | 0.20% | 0.37% | Q2 2016 | Q4 2017 | 3 |
Ipswich Investment Management Co., Inc. | 3 | 3 | 0.07% | 0.08% | 0.10% | Q4 2018 | Q2 2019 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2019 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Sequoia Financial Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
HBK Sorce Advisory LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
Paradigm Financial Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 |
Timber Hill LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q4 2017 | 3 |
Vantage Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2018 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q2 2023 | 3 |
Freedom Investment Management, Inc. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q2 2016 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
GeoWealth Management, LLC | 2 | 1 | 0.01% | 0.40% | 0.84% | Q3 2021 | Q2 2023 | 3 |
Paradigm Financial Advisors, LLC | 3 | 3 | 0.09% | 0.50% | 0.72% | Q1 2021 | Q3 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.10% | 0.13% | 0.17% | Q4 2022 | Q3 2023 | 3 |
Lloyd Advisory Services, LLC. | 2 | 1 | 0.01% | 0.11% | 0.23% | Q2 2021 | Q3 2023 | 3 |
LAKE STREET PRIVATE WEALTH, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
BANQUE PICTET & CIE SA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Rosenberg Matthew Hamilton | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2017 | 3 |
Advisor Resource Council | 1 | 1 | 0.13% | 0.14% | 0.17% | Q2 2021 | Q2 2022 | 3 |
Chicago Partners Investment Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Allegheny Financial Group LTD | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q4 2021 | 3 |
TNF LLC | 3 | 3 | 0.13% | 0.14% | 0.16% | Q3 2021 | Q1 2022 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.20% | 0.28% | 0.41% | Q1 2023 | Q3 2023 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 0.40% | 0.51% | 0.70% | Q3 2013 | Q1 2014 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.76% | 0.79% | 0.82% | Q4 2020 | Q2 2021 | 3 |
FundX Investment Group, LLC | 2 | 1 | 0.15% | 1.15% | 2.22% | Q2 2013 | Q1 2021 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
NCM Capital Management, LLC | 3 | 3 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.05% | 0.10% | 0.14% | Q3 2017 | Q3 2023 | 3 |
Systelligence, LLC | 3 | 3 | 0.61% | 3.61% | 6.14% | Q4 2020 | Q2 2021 | 3 |
Bickling Financial Services, Inc. | 3 | 3 | 0.09% | 0.11% | 0.13% | Q2 2021 | Q4 2021 | 3 |
CHOREO, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Conrad Siegel Investment Advisors, Inc. | 2 | 1 | 0.02% | 0.38% | 0.95% | Q4 2021 | Q3 2023 | 3 |
Successful Portfolios LLC | 2 | 1 | 0.14% | 0.19% | 0.30% | Q4 2022 | Q3 2023 | 3 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Baystate Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
RETIREMENT INCOME SOLUTIONS, INC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Johnson Financial Group, LLC | 3 | 3 | 0.15% | 0.21% | 0.30% | Q4 2018 | Q2 2019 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
ACG Wealth | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
BLUESTEIN R H & CO LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Geneva Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Cassaday & Co Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Summit X, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 3 |
COMERICA BANK | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 3 |
MITCHELL SINKLER & STARR/PA | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q2 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 3 |
Kerntke Otto McGlone Wealth Management Group | 3 | 3 | 0.17% | 0.25% | 0.30% | Q4 2020 | Q2 2021 | 3 |
CornerStone Partners LLC | 3 | 3 | 7.24% | 7.47% | 7.71% | Q4 2019 | Q2 2020 | 3 |
Arkos Global Advisors | 3 | 3 | 0.19% | 0.20% | 0.24% | Q1 2022 | Q3 2022 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
WealthPLAN Partners, LLC | 3 | 3 | 0.10% | 0.16% | 0.23% | Q4 2022 | Q2 2023 | 3 |
Leelyn Smith, LLC | 2 | 1 | 0.01% | 0.08% | 0.20% | Q4 2019 | Q3 2020 | 3 |
NWAM LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q1 2022 | 3 |
Sowell Financial Services LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Gladstone Institutional Advisory LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 3 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Planned Solutions, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Jefferies Group LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2015 | Q3 2015 | 2 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.28% | 0.33% | 0.38% | Q1 2019 | Q1 2020 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Jackson Hole Capital Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 2 |
Advisors Preferred, LLC | 2 | 2 | 1.09% | 1.10% | 1.10% | Q4 2013 | Q1 2014 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Goodwin Investment Advisory | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
GenTrust, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q2 2021 | 2 |
Haverford Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
D. SCOTT NEAL, INC. | 2 | 2 | 1.19% | 3.84% | 6.48% | Q1 2021 | Q2 2021 | 2 |
VISTA CAPITAL PARTNERS, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Intersect Capital LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
AlphaStar Capital Management, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2018 | Q3 2018 | 2 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Custos Family Office, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q4 2021 | Q1 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.18% | 0.24% | 0.29% | Q2 2023 | Q3 2023 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.16% | 0.19% | 0.23% | Q2 2021 | Q3 2021 | 2 |
Strategic Capital Alternatives LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
GUYASUTA INVESTMENT ADVISORS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q4 2020 | 2 |
RFG Advisory, LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q1 2019 | Q2 2019 | 2 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 1.31% | 2.61% | Q1 2022 | Q2 2023 | 2 |
Values Added Financial LLC | 2 | 2 | 2.66% | 2.75% | 2.84% | Q2 2023 | Q3 2023 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 2 |
CENTRAL BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 2 |
Evercore Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CAMBIAR INVESTORS LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2020 | 2 |
Coco Enterprises, LLC | 2 | 2 | 2.13% | 2.14% | 2.14% | Q4 2020 | Q1 2021 | 2 |
Aspire Wealth Management Corp | 1 | 1 | 0.00% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 2 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
WFA Asset Management Corp | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
CoreFirst Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Davis Investment Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q2 2023 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Life Planning Partners, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Stone House Investment Management, LLC | 1 | 1 | 0.04% | 0.16% | 0.28% | Q2 2018 | Q1 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Kaydan Wealth Management, Inc. | 2 | 2 | 0.77% | 0.80% | 0.83% | Q4 2021 | Q1 2022 | 2 |
IHT Wealth Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 1.84% | 1.90% | 1.97% | Q2 2015 | Q3 2015 | 2 |
Good Harbor Financial, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2015 | Q3 2015 | 2 |
Braun-Bostich & Associates Inc. | 2 | 2 | 0.01% | 0.42% | 0.84% | Q2 2020 | Q3 2020 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Clientfirst Wealth Management, LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Sanctuary Wealth Management, L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Alley Co LLC | 2 | 2 | 0.34% | 0.35% | 0.36% | Q2 2013 | Q3 2013 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Eagle Bluffs Wealth Management LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 2 |
Winchester Group Inc. | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2013 | Q3 2013 | 2 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.23% | 0.23% | 0.23% | Q3 2018 | Q4 2018 | 2 |
D.B. Root & Company, LLC | 2 | 2 | 0.16% | 0.22% | 0.28% | Q4 2017 | Q1 2018 | 2 |
Nachman Norwood & Parrott, Inc | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 2 |
Nadler Financial Group, Inc. | 2 | 2 | 0.16% | 0.17% | 0.17% | Q4 2013 | Q1 2014 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Sand Hill Global Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Capital Advisors, Ltd. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Moors & Cabot, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q3 2014 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.30% | 0.33% | 0.36% | Q1 2021 | Q2 2021 | 2 |
NinePointTwo Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Register Financial Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Prentice Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.15% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Operose Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 2 |
TCG Advisors, LP | 2 | 2 | 0.02% | 0.11% | 0.20% | Q1 2019 | Q2 2019 | 2 |
Amplius Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Friedenthal Financial | 2 | 2 | 1.00% | 1.03% | 1.06% | Q2 2023 | Q3 2023 | 2 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Sageworth Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2018 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.40% | 0.40% | 0.41% | Q2 2020 | Q3 2020 | 2 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2022 | Q1 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2020 | Q3 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Americana Partners, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2021 | Q2 2021 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2023 | Q3 2023 | 1 |
Arjuna Capital | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SENTINEL PENSION ADVISORS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Quantum Private Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Bowie Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Lake Hills Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
GSG Advisors LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
STRATEGIC CAPITAL ADVISERS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2019 | Q3 2019 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Northeast Financial Consultants Inc | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2019 | Q1 2019 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Milliman Financial Risk Management LLC | 1 | 1 | 2.63% | 2.63% | 2.63% | Q4 2015 | Q4 2015 | 1 |
Jump Financial, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
ODonnell Financial Services, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
VANCE WEALTH, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
G&S Capital LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2021 | Q4 2021 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2014 | Q1 2014 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Lourd Capital, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q2 2020 | 1 |
1 NORTH WEALTH SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Bell Bank | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2023 | Q3 2023 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
YOUSIF CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
One Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2015 | Q1 2015 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2023 | Q3 2023 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Chemistry Wealth Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Wealth Dimensions Group, Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
United Community Bank | 1 | 1 | 1.98% | 1.98% | 1.98% | Q3 2023 | Q3 2023 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2019 | Q3 2019 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Pillar Wealth Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Fulcrum Equity Management | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2021 | Q1 2021 | 1 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2014 | Q1 2014 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 1.98% | 1.98% | 1.98% | Q2 2021 | Q2 2021 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SVB Investment Services Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
TKG Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Centurion Wealth Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
HHG & Company, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bedell Frazier Investment Counselling, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2016 | Q4 2016 | 1 |
CFS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
NORTH AMERICAN MANAGEMENT CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Plan Group Financial, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
STEINBERG ASSET MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
IRON Financial LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Valtinson Bruner Financial Planning LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2020 | Q2 2020 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Axim Planning & Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Seven Post Investment Office LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
NORTH STAR ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Bouchey Financial Group Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Verum Partners LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
FRG Family Wealth Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2021 | Q1 2021 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CX Institutional | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2023 | Q1 2023 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
HORIZON FINANCIAL SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
9258 Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
Dakota Wealth Management | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
Schaeffer Financial LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
INVERNESS COUNSEL LLC /NY/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Coho Partners, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 4.34% | 4.34% | 4.34% | Q1 2021 | Q1 2021 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Sicart Associates LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2017 | Q1 2017 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Welch Group, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2014 | Q2 2014 | 1 |
Diversified, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Strategic Wealth Management Group, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2021 | Q2 2021 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Root Financial Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 3.22% | 3.22% | 3.22% | Q3 2023 | Q3 2023 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
External links
This page lists all the filers that currently own VANGUARD INDEX FDS or have owned VANGUARD INDEX FDS in the past.