Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 118 |
Citadel Advisors | 29 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 77 |
Cutler Group LLC / CA | 18 | 13 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q3 2023 | 63 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.04% | 0.09% | Q1 2012 | Q3 2023 | 60 |
JANE STREET GROUP, LLC | 17 | 2 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 56 |
HUNTINGTON NATIONAL BANK | 36 | 13 | 0.00% | 0.04% | 0.09% | Q1 2011 | Q3 2023 | 54 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.70% | 1.47% | Q2 2013 | Q3 2023 | 50 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 48 |
MCF Advisors LLC | 40 | 7 | 0.71% | 3.53% | 12.32% | Q4 2011 | Q3 2023 | 47 |
NWAM LLC | 46 | 46 | 0.40% | 2.24% | 5.24% | Q2 2012 | Q3 2023 | 46 |
Rehmann Capital Advisory Group | 28 | 2 | 0.15% | 1.17% | 3.71% | Q4 2011 | Q3 2023 | 45 |
HighTower Advisors, LLC | 30 | 11 | 0.00% | 0.44% | 0.62% | Q2 2013 | Q3 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2023 | 44 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.15% | 0.20% | Q2 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 43 |
Harbour Capital Advisors, LLC | 31 | 12 | 0.35% | 0.53% | 2.19% | Q1 2013 | Q4 2023 | 43 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 1 | 0.02% | 0.25% | 0.37% | Q2 2010 | Q3 2023 | 43 |
Freedom Investment Management, Inc. | 43 | 43 | 0.02% | 0.14% | 0.41% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.02% | 0.07% | 0.19% | Q1 2013 | Q3 2023 | 43 |
CPWM, LLC | 38 | 4 | 0.07% | 0.21% | 0.57% | Q4 2011 | Q3 2022 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.05% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.05% | 0.15% | 0.31% | Q2 2013 | Q3 2023 | 42 |
Waverly Advisors, LLC | 42 | 42 | 5.56% | 10.92% | 18.14% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.24% | 0.48% | 1.00% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 21 | 21 | 0.16% | 0.41% | 0.89% | Q1 2013 | Q3 2023 | 42 |
Financial Advisory Group | 42 | 42 | 1.08% | 3.18% | 17.45% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.01% | 0.27% | 1.45% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
GREENLEAF TRUST | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Camelot Portfolios, LLC | 42 | 42 | 0.19% | 0.84% | 1.55% | Q2 2013 | Q3 2023 | 42 |
Segment Wealth Management, LLC | 42 | 42 | 0.29% | 0.78% | 1.01% | Q2 2013 | Q3 2023 | 42 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 42 | 42 | 0.06% | 0.86% | 6.99% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.04% | 0.26% | 0.88% | Q2 2013 | Q3 2023 | 42 |
EVERETT HARRIS & CO /CA/ | 42 | 42 | 0.03% | 0.12% | 0.29% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.04% | 0.32% | 0.95% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 1.07% | 1.96% | 6.97% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.03% | 0.77% | 1.14% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.16% | 0.24% | 0.30% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.18% | 0.31% | 0.48% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.32% | 0.53% | 0.81% | Q2 2013 | Q3 2023 | 42 |
Marquette Asset Management, LLC | 42 | 42 | 0.32% | 0.96% | 2.52% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.00% | 0.67% | 1.89% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 4.69% | 5.64% | 7.66% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.01% | 0.52% | 1.28% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.24% | 0.43% | 0.69% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.21% | 0.67% | 2.39% | Q2 2013 | Q3 2023 | 42 |
CAPTRUST FINANCIAL ADVISORS | 42 | 42 | 0.09% | 0.66% | 2.87% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.21% | 0.50% | 0.82% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 0.24% | 0.33% | 0.40% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.04% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
VISTA CAPITAL PARTNERS, INC. | 42 | 42 | 9.03% | 14.31% | 19.38% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
TD Capital Management LLC | 42 | 42 | 2.31% | 3.02% | 3.71% | Q2 2013 | Q3 2023 | 42 |
MOGY JOEL R INVESTMENT COUNSEL INC | 42 | 42 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q3 2023 | 42 |
WOODMONT INVESTMENT COUNSEL LLC | 42 | 42 | 3.57% | 5.72% | 9.48% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
EVERGREEN CAPITAL MANAGEMENT LLC | 42 | 42 | 0.80% | 3.98% | 9.78% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.10% | 0.69% | 2.66% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 2.92% | 5.16% | 8.26% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.10% | 0.14% | 0.17% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.14% | 1.17% | 2.57% | Q2 2013 | Q3 2023 | 42 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 42 | 42 | 0.38% | 2.45% | 4.80% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 1.81% | 2.87% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.15% | 0.47% | 0.78% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.03% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 5.20% | 11.87% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.09% | 0.20% | 0.68% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.02% | 0.57% | 0.85% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.04% | 0.17% | 0.43% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.18% | 0.68% | 1.29% | Q2 2013 | Q3 2023 | 42 |
Regal Investment Advisors LLC | 42 | 42 | 0.06% | 1.52% | 9.13% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.23% | 0.78% | 1.70% | Q2 2013 | Q3 2023 | 42 |
Newman Dignan & Sheerar, Inc. | 42 | 42 | 0.04% | 0.60% | 0.88% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Smith & Howard Wealth Management, LLC | 42 | 42 | 0.13% | 1.11% | 3.49% | Q2 2013 | Q3 2023 | 42 |
CONDOR CAPITAL MANAGEMENT | 42 | 42 | 2.13% | 3.45% | 4.35% | Q2 2013 | Q3 2023 | 42 |
SEGALL BRYANT & HAMILL, LLC | 35 | 7 | 0.02% | 0.03% | 0.04% | Q1 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.08% | 0.14% | 0.25% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.26% | 0.40% | 0.49% | Q2 2013 | Q3 2023 | 42 |
HBK Sorce Advisory LLC | 42 | 42 | 0.04% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 42 |
American Investment Services, Inc. | 42 | 42 | 4.70% | 7.70% | 10.32% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Truepoint, Inc. | 42 | 42 | 4.16% | 6.71% | 9.12% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.02% | 0.28% | 0.78% | Q2 2013 | Q3 2023 | 42 |
JMG Financial Group, Ltd. | 42 | 42 | 0.37% | 0.57% | 1.28% | Q2 2013 | Q3 2023 | 42 |
GFS Advisors, LLC | 42 | 42 | 0.03% | 0.93% | 1.70% | Q2 2013 | Q3 2023 | 42 |
Busey Bank | 42 | 42 | 0.04% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Scott & Selber, Inc. | 42 | 42 | 1.41% | 1.68% | 2.16% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.05% | 0.59% | 1.51% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.01% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.03% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Allworth Financial LP | 42 | 42 | 0.04% | 0.34% | 2.24% | Q2 2013 | Q3 2023 | 42 |
EXENCIAL WEALTH ADVISORS, LLC | 24 | 8 | 0.50% | 1.04% | 1.68% | Q1 2013 | Q3 2023 | 41 |
GW HENSSLER & ASSOCIATES LTD | 41 | 41 | 0.03% | 0.17% | 0.32% | Q3 2013 | Q3 2023 | 41 |
Atria Investments, Inc | 27 | 14 | 0.20% | 1.23% | 2.95% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.09% | 0.14% | 0.36% | Q3 2013 | Q3 2023 | 41 |
Twele Capital Management, Inc. | 37 | 4 | 0.05% | 0.28% | 0.89% | Q2 2013 | Q3 2023 | 41 |
COLDSTREAM CAPITAL MANAGEMENT INC | 37 | 4 | 3.04% | 6.05% | 8.01% | Q2 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.00% | 0.09% | 0.33% | Q2 2013 | Q3 2023 | 41 |
Evercore Wealth Management, LLC | 35 | 6 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.61% | 2.32% | Q4 2013 | Q3 2023 | 41 |
THRIVENT FINANCIAL FOR LUTHERANS | 37 | 37 | 0.00% | 0.08% | 0.23% | Q3 2014 | Q3 2023 | 41 |
WASHINGTON TRUST BANK | 41 | 41 | 0.05% | 0.15% | 0.64% | Q3 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.37% | 1.19% | 2.42% | Q3 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.50% | 1.32% | 2.63% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
BEACON FINANCIAL GROUP | 41 | 41 | 0.10% | 0.40% | 1.99% | Q3 2013 | Q3 2023 | 41 |
Gradient Investments LLC | 24 | 17 | 0.00% | 0.69% | 4.10% | Q2 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 31 | 10 | 0.38% | 0.61% | 1.14% | Q2 2013 | Q3 2023 | 41 |
PINNACLE ASSOCIATES LTD | 30 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.05% | 0.43% | 0.74% | Q2 2013 | Q2 2023 | 41 |
West Oak Capital, LLC | 23 | 18 | 0.07% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 41 |
Bragg Financial Advisors, Inc | 41 | 41 | 0.12% | 0.47% | 0.99% | Q3 2013 | Q3 2023 | 41 |
SAGE FINANCIAL GROUP INC | 40 | 40 | 4.40% | 6.08% | 11.46% | Q4 2013 | Q3 2023 | 40 |
Financial Planning & Information Services, Inc. | 40 | 40 | 4.09% | 9.09% | 13.34% | Q4 2013 | Q3 2023 | 40 |
WMS Partners, LLC | 31 | 2 | 0.05% | 0.19% | 0.48% | Q2 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.02% | 0.12% | 0.30% | Q4 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 1.16% | 1.56% | 1.98% | Q4 2013 | Q3 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 2.32% | 4.73% | 6.79% | Q4 2013 | Q3 2023 | 40 |
Reynders McVeigh Capital Management, LLC | 40 | 40 | 0.06% | 0.11% | 0.17% | Q4 2013 | Q3 2023 | 40 |
Blue Edge Capital, LLC | 40 | 40 | 7.72% | 9.02% | 10.58% | Q4 2013 | Q3 2023 | 40 |
BURNEY CO/ | 31 | 9 | 0.05% | 0.21% | 0.46% | Q2 2013 | Q3 2023 | 40 |
Permanens Capital L.P. | 40 | 40 | 1.74% | 22.24% | 54.81% | Q4 2013 | Q3 2023 | 40 |
Avior Wealth Management, LLC | 40 | 40 | 0.17% | 1.55% | 5.01% | Q4 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.01% | 0.03% | 0.22% | Q4 2013 | Q3 2023 | 40 |
UBS Group AG | 36 | 36 | 0.00% | 0.49% | 0.80% | Q4 2014 | Q3 2023 | 40 |
M&T BANK CORP | 25 | 15 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 40 |
Thomasville National Bank | 27 | 13 | 0.05% | 0.18% | 0.63% | Q2 2013 | Q3 2023 | 40 |
Evanson Asset Management, LLC | 40 | 40 | 0.14% | 0.37% | 0.70% | Q4 2013 | Q3 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 0.03% | 0.16% | 0.35% | Q4 2013 | Q3 2023 | 40 |
PLANNING ALTERNATIVES LTD /ADV | 40 | 40 | 1.62% | 3.35% | 7.32% | Q4 2013 | Q3 2023 | 40 |
FINANCIAL COUNSELORS INC | 28 | 12 | 0.03% | 0.20% | 0.33% | Q3 2013 | Q3 2023 | 40 |
Destination Wealth Management | 40 | 40 | 0.02% | 2.17% | 3.84% | Q4 2013 | Q3 2023 | 40 |
L. Roy Papp & Associates, LLP | 24 | 1 | 0.23% | 0.41% | 0.56% | Q2 2013 | Q3 2023 | 40 |
ALLIANCEBERNSTEIN L.P. | 39 | 39 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 39 |
Archford Capital Strategies, LLC | 39 | 39 | 0.23% | 2.89% | 5.21% | Q1 2014 | Q3 2023 | 39 |
One Capital Management, LLC | 39 | 39 | 0.07% | 0.53% | 1.86% | Q1 2014 | Q3 2023 | 39 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 26 | 4 | 0.11% | 0.33% | 0.65% | Q3 2013 | Q3 2023 | 39 |
CHOREO, LLC | 39 | 39 | 0.27% | 8.23% | 15.96% | Q1 2014 | Q3 2023 | 39 |
Mathes Company, Inc. | 37 | 2 | 0.22% | 1.62% | 3.03% | Q4 2013 | Q3 2023 | 39 |
SIGNATUREFD, LLC | 25 | 14 | 0.01% | 0.34% | 1.31% | Q2 2013 | Q3 2023 | 39 |
Wolf Group Capital Advisors | 32 | 7 | 0.28% | 0.83% | 3.08% | Q4 2013 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.01% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 39 |
FDx Advisors, Inc. | 32 | 7 | 0.01% | 0.35% | 1.04% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.14% | 0.26% | Q1 2014 | Q3 2023 | 39 |
Parsec Financial Management, Inc. | 22 | 17 | 0.01% | 0.03% | 0.17% | Q2 2013 | Q1 2023 | 39 |
COUNTRY TRUST BANK | 39 | 39 | 0.00% | 0.35% | 0.94% | Q2 2014 | Q4 2023 | 39 |
Gemmer Asset Management LLC | 39 | 39 | 0.59% | 0.98% | 1.48% | Q1 2014 | Q3 2023 | 39 |
HOLLENCREST CAPITAL MANAGEMENT | 38 | 38 | 0.16% | 0.42% | 0.64% | Q2 2014 | Q3 2023 | 38 |
Beaumont Financial Partners, LLC | 38 | 38 | 0.30% | 1.62% | 2.78% | Q2 2013 | Q3 2022 | 38 |
HEADINVEST, LLC | 38 | 38 | 0.14% | 0.18% | 0.30% | Q2 2014 | Q3 2023 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 38 |
Garde Capital, Inc. | 38 | 38 | 10.00% | 12.61% | 16.77% | Q2 2014 | Q3 2023 | 38 |
Financial Architects, Inc | 32 | 2 | 0.01% | 0.32% | 1.08% | Q2 2013 | Q2 2023 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.04% | 0.44% | 4.42% | Q2 2014 | Q3 2023 | 38 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 38 | 38 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q4 2022 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.07% | 0.10% | 0.17% | Q2 2013 | Q3 2022 | 38 |
Brookstone Capital Management | 38 | 38 | 0.03% | 0.43% | 1.68% | Q2 2014 | Q3 2023 | 38 |
Legacy Private Trust Co. | 20 | 3 | 0.02% | 0.34% | 2.10% | Q2 2013 | Q3 2023 | 38 |
SYNOVUS FINANCIAL CORP | 36 | 2 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 38 |
MUFG Americas Holdings Corp | 38 | 38 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2022 | 38 |
Retirement Planning Group, LLC | 38 | 38 | 0.14% | 0.32% | 0.85% | Q2 2014 | Q3 2023 | 38 |
ARGI Investment Services, LLC | 37 | 1 | 0.02% | 0.04% | 0.15% | Q2 2013 | Q4 2022 | 38 |
Blume Capital Management, Inc. | 25 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 37 |
TCI Wealth Advisors, Inc. | 35 | 2 | 0.01% | 0.07% | 0.18% | Q4 2012 | Q3 2023 | 37 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 36 | 1 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 37 |
Ironsides Asset Advisors, LLC | 23 | 14 | 0.70% | 1.61% | 3.28% | Q2 2014 | Q3 2023 | 37 |
Ashfield Capital Partners, LLC | 37 | 37 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q3 2022 | 37 |
Brinker Capital Investments, LLC | 27 | 10 | 0.00% | 0.38% | 1.43% | Q2 2013 | Q4 2022 | 37 |
LOOMIS SAYLES & CO L P | 29 | 1 | 0.00% | 0.01% | 0.12% | Q3 2013 | Q3 2023 | 37 |
Carnegie Capital Asset Management, LLC | 37 | 37 | 0.08% | 0.13% | 0.33% | Q3 2014 | Q3 2023 | 37 |
FORTE CAPITAL LLC /ADV | 37 | 37 | 0.51% | 1.11% | 2.94% | Q3 2014 | Q3 2023 | 37 |
VANGUARD GROUP INC | 34 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 37 |
Annex Advisory Services, LLC | 18 | 2 | 0.03% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 37 |
Sensible Financial Planning & Management, LLC. | 37 | 37 | 0.35% | 0.81% | 1.31% | Q3 2014 | Q3 2023 | 37 |
ENTERPRISE FINANCIAL SERVICES CORP | 37 | 37 | 0.06% | 0.15% | 0.49% | Q2 2013 | Q2 2022 | 37 |
Capital Planning Advisors, LLC | 36 | 36 | 0.93% | 3.95% | 8.06% | Q4 2014 | Q3 2023 | 36 |
Nadler Financial Group, Inc. | 36 | 36 | 0.28% | 5.47% | 7.65% | Q4 2014 | Q3 2023 | 36 |
EP Wealth Advisors, LLC | 18 | 18 | 3.84% | 9.23% | 16.00% | Q3 2014 | Q3 2023 | 36 |
Roof Eidam Maycock Peralta, LLC | 36 | 36 | 1.23% | 2.73% | 5.93% | Q4 2014 | Q3 2023 | 36 |
Kovack Advisors, Inc. | 36 | 36 | 0.18% | 0.57% | 1.42% | Q4 2014 | Q3 2023 | 36 |
MAI Capital Management | 36 | 36 | 0.02% | 0.06% | 0.21% | Q4 2014 | Q3 2023 | 36 |
COMERICA BANK | 30 | 1 | 0.00% | 0.06% | 0.18% | Q3 2013 | Q3 2023 | 36 |
FC Advisory LLC | 36 | 36 | 0.61% | 2.29% | 4.90% | Q1 2015 | Q4 2023 | 36 |
CREDIT SUISSE AG/ | 14 | 1 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 36 |
WHITTIER TRUST CO OF NEVADA INC | 36 | 36 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.05% | 0.10% | 0.16% | Q4 2014 | Q3 2023 | 36 |
BALASA DINVERNO & FOLTZ LLC | 36 | 36 | 0.08% | 1.18% | 4.87% | Q4 2013 | Q3 2022 | 36 |
Diversified Portfolios, Inc. | 36 | 36 | 0.62% | 1.28% | 3.24% | Q4 2014 | Q3 2023 | 36 |
INSPIRION WEALTH ADVISORS, LLC | 36 | 36 | 5.26% | 9.77% | 16.67% | Q4 2014 | Q3 2023 | 36 |
BRIGHTON JONES LLC | 26 | 1 | 0.04% | 0.16% | 0.26% | Q4 2013 | Q3 2023 | 36 |
Spectrum Asset Management, Inc. (NB/CA) | 36 | 36 | 1.11% | 3.89% | 6.18% | Q4 2014 | Q3 2023 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2022 | 36 |
Argent Trust Co | 36 | 36 | 0.04% | 0.11% | 0.30% | Q4 2014 | Q3 2023 | 36 |
Raab & Moskowitz Asset Management LLC | 36 | 36 | 0.04% | 0.64% | 0.85% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.18% | 0.67% | 0.96% | Q4 2014 | Q3 2023 | 36 |
BTC Capital Management, Inc. | 21 | 15 | 0.99% | 1.16% | 1.56% | Q3 2014 | Q3 2023 | 36 |
Wealth Architects, LLC | 36 | 36 | 0.09% | 0.31% | 0.78% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.08% | 0.18% | 0.44% | Q4 2014 | Q3 2023 | 36 |
Cornerstone Management, Inc. | 36 | 36 | 7.46% | 15.21% | 20.09% | Q4 2014 | Q3 2023 | 36 |
Morningstar Investment Services LLC | 22 | 14 | 0.01% | 0.77% | 1.55% | Q2 2013 | Q2 2022 | 36 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 36 | 36 | 0.10% | 0.40% | 0.70% | Q3 2013 | Q2 2022 | 36 |
LVW Advisors, LLC | 36 | 36 | 4.53% | 10.19% | 20.16% | Q4 2014 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 1.56% | 2.35% | 3.05% | Q4 2014 | Q3 2023 | 36 |
SIGNET FINANCIAL MANAGEMENT, LLC | 26 | 9 | 1.34% | 2.46% | 3.38% | Q4 2014 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 22 | 1 | 0.00% | 0.04% | 0.35% | Q2 2013 | Q3 2023 | 35 |
FORVIS Wealth Advisors, LLC | 35 | 35 | 0.05% | 0.46% | 1.46% | Q1 2015 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.18% | 0.27% | 0.52% | Q2 2013 | Q4 2021 | 35 |
Alpha Cubed Investments, LLC | 35 | 35 | 0.04% | 0.08% | 0.12% | Q1 2015 | Q3 2023 | 35 |
Cable Hill Partners, LLC | 29 | 6 | 7.43% | 18.01% | 37.17% | Q4 2014 | Q3 2023 | 35 |
Alley Co LLC | 35 | 35 | 0.03% | 0.39% | 0.96% | Q2 2013 | Q4 2021 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.08% | 0.20% | 0.29% | Q2 2015 | Q3 2023 | 34 |
Advisory Services Network, LLC | 27 | 7 | 0.02% | 0.25% | 0.60% | Q1 2015 | Q3 2023 | 34 |
Moors & Cabot, Inc. | 29 | 5 | 0.02% | 0.05% | 0.14% | Q4 2014 | Q3 2023 | 34 |
RAYMOND JAMES TRUST N.A. | 27 | 7 | 0.03% | 0.08% | 0.15% | Q2 2014 | Q3 2023 | 34 |
Summit Financial Wealth Advisors, LLC | 30 | 4 | 0.13% | 5.91% | 10.04% | Q4 2014 | Q3 2023 | 34 |
Ameritas Investment Partners, Inc. | 28 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 34 |
Hudock, Inc. | 34 | 34 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2022 | 34 |
ATWOOD & PALMER INC | 21 | 3 | 0.00% | 0.04% | 0.13% | Q3 2013 | Q3 2023 | 34 |
MISSION WEALTH MANAGEMENT, LP | 34 | 34 | 3.47% | 7.08% | 12.48% | Q2 2015 | Q3 2023 | 34 |
Mariner, LLC | 34 | 34 | 0.02% | 1.02% | 1.92% | Q2 2015 | Q3 2023 | 34 |
GRIMES & COMPANY, INC. | 34 | 34 | 1.26% | 2.96% | 5.55% | Q2 2015 | Q3 2023 | 34 |
Cordasco Financial Network | 34 | 34 | 0.27% | 0.61% | 0.92% | Q1 2014 | Q2 2022 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.05% | 0.07% | 0.08% | Q2 2015 | Q3 2023 | 34 |
Summit Financial Strategies, Inc. | 15 | 9 | 0.10% | 0.16% | 0.24% | Q4 2014 | Q3 2023 | 34 |
Homrich & Berg | 32 | 1 | 0.05% | 0.17% | 0.37% | Q2 2013 | Q3 2021 | 33 |
GIRARD PARTNERS LTD. | 33 | 33 | 0.13% | 0.48% | 1.41% | Q3 2015 | Q3 2023 | 33 |
UNITED BANK | 33 | 33 | 0.35% | 1.07% | 3.76% | Q3 2015 | Q3 2023 | 33 |
CAPITAL MANAGEMENT CORP /VA | 22 | 11 | 0.06% | 0.12% | 0.28% | Q2 2013 | Q3 2021 | 33 |
SALEM INVESTMENT COUNSELORS INC | 18 | 15 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 33 |
Berkshire Money Management, Inc. | 32 | 1 | 0.04% | 4.39% | 8.45% | Q2 2015 | Q3 2023 | 33 |
Checchi Capital Advisers, LLC | 14 | 1 | 0.02% | 0.53% | 3.46% | Q1 2014 | Q3 2023 | 33 |
IndexIQ Advisors LLC | 33 | 33 | 0.00% | 0.70% | 2.87% | Q1 2014 | Q1 2022 | 33 |
DONALDSON CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.07% | 0.22% | 0.40% | Q3 2015 | Q3 2023 | 33 |
Coe Capital Management, LLC | 33 | 33 | 0.11% | 0.65% | 1.32% | Q2 2013 | Q2 2021 | 33 |
CWM, LLC | 24 | 1 | 0.00% | 0.37% | 0.78% | Q4 2013 | Q3 2023 | 33 |
Betterment LLC | 32 | 32 | 0.01% | 0.08% | 0.16% | Q4 2015 | Q3 2023 | 32 |
BOKF, NA | 23 | 9 | 0.02% | 0.12% | 0.45% | Q3 2015 | Q3 2023 | 32 |
Narwhal Capital Management | 32 | 32 | 0.05% | 0.07% | 0.10% | Q4 2015 | Q3 2023 | 32 |
ELM ADVISORS, LLC | 27 | 5 | 0.07% | 0.21% | 0.26% | Q4 2013 | Q4 2021 | 32 |
REILLY FINANCIAL ADVISORS, LLC | 28 | 4 | 0.00% | 0.09% | 0.22% | Q2 2013 | Q4 2021 | 32 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Paradigm Financial Advisors, LLC | 32 | 32 | 1.34% | 2.44% | 3.72% | Q1 2014 | Q4 2021 | 32 |
Neuberger Berman Group LLC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
WRAPMANAGER INC | 32 | 32 | 0.30% | 0.37% | 0.59% | Q4 2015 | Q3 2023 | 32 |
Bristlecone Advisors, LLC | 32 | 32 | 0.57% | 1.23% | 1.81% | Q4 2015 | Q3 2023 | 32 |
Cornerstone Advisory, LLC | 32 | 32 | 0.18% | 0.32% | 0.54% | Q4 2015 | Q3 2023 | 32 |
Corrigan Financial, Inc. | 32 | 32 | 15.63% | 28.52% | 37.89% | Q4 2015 | Q3 2023 | 32 |
Berkeley Capital Partners, LLC | 32 | 32 | 0.14% | 0.28% | 0.90% | Q4 2015 | Q3 2023 | 32 |
Ausdal Financial Partners, Inc. | 32 | 32 | 0.16% | 0.53% | 0.94% | Q4 2015 | Q3 2023 | 32 |
Spectrum Management Group, LLC | 32 | 32 | 0.16% | 1.79% | 10.02% | Q4 2014 | Q3 2022 | 32 |
BANK OF HAWAII | 32 | 32 | 0.30% | 4.40% | 5.92% | Q4 2015 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.94% | 2.38% | 3.58% | Q4 2015 | Q3 2023 | 32 |
Bishop & Co Investment Management, LLC | 32 | 32 | 3.29% | 9.73% | 12.02% | Q4 2015 | Q3 2023 | 32 |
Clarius Group, LLC | 32 | 32 | 0.67% | 4.16% | 9.84% | Q4 2015 | Q3 2023 | 32 |
Hanson & Doremus Investment Management | 31 | 1 | 0.00% | 0.14% | 0.32% | Q2 2015 | Q3 2023 | 32 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 32 | 32 | 0.96% | 2.09% | 6.38% | Q4 2015 | Q3 2023 | 32 |
Krilogy Financial LLC | 31 | 1 | 0.25% | 0.64% | 1.22% | Q3 2015 | Q3 2023 | 32 |
Windsor Capital Management, LLC | 29 | 1 | 0.00% | 0.26% | 0.45% | Q2 2013 | Q3 2023 | 32 |
Stadion Money Management, LLC | 32 | 32 | 0.16% | 1.75% | 3.55% | Q2 2013 | Q1 2021 | 32 |
Ironwood Financial, llc | 25 | 3 | 0.04% | 0.13% | 0.31% | Q4 2014 | Q3 2023 | 32 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 28 | 4 | 0.09% | 0.24% | 0.59% | Q1 2015 | Q3 2023 | 32 |
Plancorp, LLC | 28 | 1 | 0.09% | 0.27% | 0.49% | Q1 2014 | Q3 2023 | 32 |
COLONY GROUP LLC | 23 | 9 | 0.01% | 0.12% | 0.37% | Q4 2013 | Q3 2023 | 32 |
Focused Wealth Management, Inc | 20 | 12 | 0.00% | 0.14% | 0.89% | Q3 2013 | Q3 2023 | 32 |
Diversified Trust Co | 32 | 32 | 0.02% | 0.04% | 0.09% | Q1 2016 | Q4 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.04% | 0.06% | 0.08% | Q1 2016 | Q4 2023 | 32 |
Kelman-Lazarov, Inc. | 31 | 31 | 0.51% | 0.58% | 0.78% | Q1 2016 | Q3 2023 | 31 |
MASSMUTUAL TRUST CO FSB/ADV | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2023 | 31 |
Intersect Capital LLC | 31 | 31 | 1.11% | 1.44% | 2.38% | Q4 2014 | Q2 2022 | 31 |
Jackson, Grant Investment Advisers, Inc. | 24 | 7 | 0.04% | 0.40% | 0.72% | Q4 2015 | Q3 2023 | 31 |
WEALTHSOURCE PARTNERS, LLC | 31 | 31 | 0.07% | 0.46% | 1.26% | Q1 2016 | Q3 2023 | 31 |
Silicon Valley Capital Partners | 31 | 31 | 0.19% | 2.97% | 4.98% | Q1 2016 | Q3 2023 | 31 |
MARCO INVESTMENT MANAGEMENT LLC | 31 | 31 | 0.08% | 0.16% | 0.23% | Q1 2016 | Q3 2023 | 31 |
Cohen Klingenstein LLC | 31 | 31 | 0.13% | 0.19% | 0.25% | Q1 2016 | Q3 2023 | 31 |
Trust Co | 31 | 31 | 0.23% | 3.43% | 11.02% | Q1 2016 | Q3 2023 | 31 |
QUADRANT CAPITAL GROUP LLC | 16 | 15 | 0.01% | 0.30% | 0.98% | Q2 2015 | Q3 2023 | 31 |
DUBUQUE BANK & TRUST CO | 17 | 14 | 0.01% | 2.21% | 6.32% | Q4 2015 | Q3 2023 | 31 |
ASPIRIANT, LLC | 23 | 3 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 31 |
Whitegate Investment Counselors, Inc. | 30 | 1 | 1.54% | 3.09% | 6.75% | Q1 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.17% | 0.46% | 0.76% | Q4 2015 | Q3 2023 | 31 |
Essex Financial Services, Inc. | 23 | 8 | 0.06% | 0.16% | 0.34% | Q3 2015 | Q3 2023 | 31 |
Tortoise Investment Management, LLC | 31 | 31 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
CUTLER INVESTMENT COUNSEL LLC | 31 | 31 | 0.21% | 0.34% | 0.55% | Q1 2016 | Q3 2023 | 31 |
High Falls Advisors, Inc | 19 | 12 | 0.07% | 0.11% | 0.16% | Q4 2015 | Q3 2023 | 31 |
FineMark National Bank & Trust | 20 | 3 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.04% | 0.25% | 0.73% | Q1 2016 | Q3 2023 | 31 |
McNamara Financial Services, Inc. | 31 | 31 | 0.14% | 0.18% | 0.22% | Q1 2016 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.27% | 0.48% | 0.79% | Q1 2016 | Q3 2023 | 31 |
Caprock Group, LLC | 30 | 1 | 0.21% | 0.66% | 4.10% | Q4 2015 | Q3 2023 | 31 |
Wealthcare Advisory Partners LLC | 30 | 30 | 0.01% | 0.07% | 0.18% | Q2 2016 | Q3 2023 | 30 |
PINNACLE FINANCIAL PARTNERS INC | 30 | 30 | 0.28% | 1.11% | 2.11% | Q2 2016 | Q3 2023 | 30 |
First Heartland Consultants, Inc. | 29 | 1 | 0.03% | 0.82% | 1.28% | Q2 2013 | Q3 2023 | 30 |
LifePlan Financial Group, Inc | 30 | 30 | 1.70% | 2.87% | 3.60% | Q2 2013 | Q3 2020 | 30 |
MCMILLION CAPITAL MANAGEMENT INC | 22 | 1 | 0.04% | 0.53% | 0.92% | Q2 2013 | Q2 2023 | 30 |
L & S Advisors Inc | 30 | 30 | 0.06% | 0.14% | 0.28% | Q2 2016 | Q3 2023 | 30 |
WESPAC Advisors, LLC | 20 | 1 | 0.25% | 0.59% | 1.54% | Q4 2014 | Q3 2023 | 30 |
FIRST MANHATTAN CO. LLC. | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Nicholas Hoffman & Company, LLC. | 30 | 30 | 0.04% | 0.18% | 0.26% | Q2 2016 | Q3 2023 | 30 |
Stearns Financial Services Group | 30 | 30 | 6.04% | 7.74% | 9.35% | Q2 2013 | Q3 2020 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.24% | 0.36% | 0.57% | Q1 2016 | Q3 2023 | 30 |
TWO SIGMA ADVISERS, LP | 15 | 1 | 0.00% | 0.03% | 0.11% | Q3 2014 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.09% | 0.20% | 0.67% | Q2 2013 | Q3 2020 | 30 |
Asset Dedication, LLC | 20 | 5 | 0.01% | 0.17% | 1.13% | Q4 2015 | Q3 2023 | 30 |
Koshinski Asset Management, Inc. | 30 | 30 | 0.14% | 0.64% | 2.32% | Q2 2016 | Q3 2023 | 30 |
NEXT Financial Group, Inc | 30 | 30 | 0.01% | 0.26% | 0.70% | Q3 2014 | Q4 2021 | 30 |
Johnson Financial Group, Inc. | 30 | 30 | 0.04% | 0.11% | 0.23% | Q2 2016 | Q3 2023 | 30 |
EATON VANCE MANAGEMENT | 30 | 30 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2022 | 30 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.79% | 1.59% | 3.23% | Q2 2016 | Q3 2023 | 30 |
MURPHY CAPITAL MANAGEMENT INC | 23 | 7 | 0.03% | 0.04% | 0.06% | Q2 2014 | Q1 2022 | 30 |
MILLENNIUM MANAGEMENT LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 30 |
Cornerstone Wealth Management, LLC | 25 | 1 | 0.64% | 1.30% | 3.64% | Q1 2016 | Q3 2023 | 29 |
Aureus Asset Management, LLC | 29 | 29 | 0.18% | 0.27% | 0.49% | Q3 2016 | Q3 2023 | 29 |
Mechanics Bank Trust Department | 29 | 29 | 1.92% | 2.41% | 2.80% | Q3 2016 | Q3 2023 | 29 |
Connecticut Wealth Management, LLC | 29 | 29 | 0.48% | 1.73% | 2.73% | Q3 2016 | Q3 2023 | 29 |
FRG Family Wealth Advisors LLC | 29 | 29 | 0.08% | 0.09% | 0.14% | Q3 2016 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.09% | 0.52% | Q3 2013 | Q3 2023 | 29 |
LS Investment Advisors, LLC | 29 | 29 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q1 2022 | 29 |
SVA Wealth Management, LLC | 29 | 29 | 0.93% | 1.67% | 4.72% | Q4 2013 | Q4 2020 | 29 |
Northeast Financial Consultants Inc | 18 | 11 | 0.62% | 10.41% | 13.86% | Q2 2016 | Q3 2023 | 29 |
ASSOCIATED BANC-CORP | 29 | 29 | 0.02% | 0.23% | 0.58% | Q3 2016 | Q3 2023 | 29 |
ZEKE CAPITAL ADVISORS, LLC | 28 | 1 | 2.07% | 8.08% | 33.99% | Q2 2013 | Q4 2022 | 29 |
TWO SIGMA INVESTMENTS, LP | 11 | 1 | 0.00% | 0.04% | 0.17% | Q3 2013 | Q3 2023 | 29 |
PARSONS CAPITAL MANAGEMENT INC/RI | 28 | 1 | 0.02% | 0.07% | 0.12% | Q1 2015 | Q3 2023 | 29 |
DUNCKER STREETT & CO INC | 29 | 29 | 0.01% | 0.07% | 0.14% | Q3 2016 | Q3 2023 | 29 |
Haverford Trust Co | 28 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 29 |
V Wealth Advisors LLC | 18 | 11 | 0.14% | 0.33% | 1.41% | Q1 2016 | Q2 2023 | 29 |
M Holdings Securities, Inc. | 23 | 6 | 0.14% | 0.45% | 0.95% | Q4 2015 | Q2 2023 | 29 |
ROPES WEALTH ADVISORS LLC | 29 | 29 | 0.01% | 0.50% | 7.16% | Q3 2016 | Q3 2023 | 29 |
Savant Capital, LLC | 27 | 1 | 0.05% | 0.08% | 0.11% | Q4 2014 | Q3 2023 | 28 |
ALBION FINANCIAL GROUP /UT | 18 | 10 | 0.02% | 0.09% | 0.15% | Q3 2016 | Q3 2023 | 28 |
RWA WEALTH PARTNERS, LLC | 28 | 28 | 0.06% | 3.03% | 17.26% | Q4 2016 | Q3 2023 | 28 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 28 | 28 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
BARCLAYS PLC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
CULBERTSON A N & CO INC | 28 | 28 | 0.13% | 0.77% | 1.17% | Q4 2016 | Q3 2023 | 28 |
Bridgeworth, LLC | 28 | 28 | 0.02% | 1.66% | 8.08% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.04% | 0.83% | 1.66% | Q4 2016 | Q3 2023 | 28 |
REDW Wealth LLC | 28 | 28 | 0.57% | 1.18% | 2.38% | Q4 2016 | Q3 2023 | 28 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 28 | 28 | 0.09% | 0.13% | 0.18% | Q4 2016 | Q3 2023 | 28 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 28 | 28 | 0.12% | 0.21% | 0.29% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.07% | 0.12% | 0.17% | Q4 2016 | Q3 2023 | 28 |
KAYS FINANCIAL ADVISORY CORP /ADV | 28 | 28 | 0.49% | 2.74% | 4.53% | Q4 2013 | Q3 2020 | 28 |
NORTHWEST WEALTH MANAGEMENT, LLC | 28 | 28 | 0.14% | 0.39% | 0.92% | Q4 2016 | Q3 2023 | 28 |
Probity Advisors, Inc. | 18 | 2 | 0.38% | 0.81% | 1.80% | Q2 2016 | Q3 2023 | 28 |
Alpha Omega Wealth Management LLC | 28 | 28 | 0.13% | 0.32% | 0.62% | Q4 2016 | Q3 2023 | 28 |
NICOLET BANKSHARES INC | 28 | 28 | 0.23% | 0.64% | 1.64% | Q4 2016 | Q3 2023 | 28 |
Alexandria Capital, LLC | 28 | 28 | 0.00% | 0.05% | 0.09% | Q4 2014 | Q3 2021 | 28 |
Jentner Corp | 28 | 28 | 15.62% | 26.50% | 39.58% | Q4 2016 | Q3 2023 | 28 |
THOMPSON DAVIS & CO., INC. | 20 | 8 | 0.13% | 0.58% | 3.25% | Q4 2013 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.02% | 0.07% | 0.12% | Q4 2016 | Q3 2023 | 28 |
Capital Investment Advisors, LLC | 28 | 28 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q4 2023 | 28 |
TIEDEMANN ADVISORS, LLC | 28 | 28 | 0.06% | 0.14% | 0.24% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.09% | 0.25% | 0.45% | Q4 2016 | Q3 2023 | 28 |
Meridian Wealth Management, LLC | 28 | 28 | 0.26% | 0.50% | 0.90% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.48% | 0.67% | Q4 2016 | Q3 2023 | 28 |
SIMON QUICK ADVISORS, LLC | 28 | 28 | 2.69% | 6.54% | 12.59% | Q4 2016 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.21% | 0.91% | 1.88% | Q4 2016 | Q3 2023 | 28 |
WP Advisors, LLC | 28 | 28 | 0.09% | 0.50% | 5.56% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.79% | 1.11% | 1.32% | Q4 2016 | Q3 2023 | 28 |
Bryn Mawr Capital Management, LLC | 28 | 28 | 0.24% | 1.55% | 3.28% | Q4 2016 | Q3 2023 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 0.02% | 0.12% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Blankinship & Foster, LLC | 28 | 28 | 7.08% | 12.45% | 15.78% | Q4 2016 | Q3 2023 | 28 |
Perkins Coie Trust Co | 28 | 28 | 0.01% | 0.02% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Arete Wealth Advisors, LLC | 28 | 28 | 0.09% | 0.95% | 3.90% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.27% | 0.83% | 1.18% | Q2 2013 | Q4 2019 | 27 |
TOEWS CORP /ADV | 27 | 27 | 0.08% | 0.24% | 0.87% | Q1 2017 | Q3 2023 | 27 |
Waldron Private Wealth LLC | 27 | 27 | 0.05% | 3.01% | 5.60% | Q1 2017 | Q3 2023 | 27 |
GOFEN & GLOSSBERG LLC /IL/ | 27 | 27 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q4 2022 | 27 |
FIRST UNITED BANK & TRUST | 27 | 27 | 0.37% | 2.21% | 3.18% | Q1 2017 | Q3 2023 | 27 |
Miracle Mile Advisors, LLC | 27 | 27 | 0.11% | 0.24% | 0.57% | Q1 2017 | Q3 2023 | 27 |
Parkside Financial Bank & Trust | 24 | 1 | 0.02% | 0.31% | 0.98% | Q1 2015 | Q3 2023 | 27 |
Paracle Advisors, LLC | 27 | 27 | 1.13% | 2.24% | 4.75% | Q3 2014 | Q1 2021 | 27 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 27 | 27 | 0.84% | 4.20% | 7.07% | Q1 2017 | Q3 2023 | 27 |
STALEY CAPITAL ADVISERS INC | 27 | 27 | 0.04% | 0.11% | 0.14% | Q1 2017 | Q3 2023 | 27 |
Stockman Wealth Management, Inc. | 27 | 27 | 0.28% | 0.46% | 1.11% | Q1 2017 | Q3 2023 | 27 |
Fusion Family Wealth LLC | 27 | 27 | 0.11% | 0.14% | 0.18% | Q1 2017 | Q3 2023 | 27 |
Simplicity Solutions, LLC | 15 | 3 | 0.05% | 0.45% | 1.96% | Q4 2014 | Q3 2023 | 27 |
BOK Financial Private Wealth, Inc. | 26 | 1 | 0.03% | 4.61% | 9.07% | Q4 2014 | Q3 2023 | 27 |
SNS Financial Group, LLC | 27 | 27 | 0.99% | 1.92% | 3.06% | Q1 2017 | Q3 2023 | 27 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 26 | 1 | 0.23% | 0.56% | 0.84% | Q4 2015 | Q3 2023 | 27 |
Patriot Financial Group Insurance Agency, LLC | 21 | 6 | 0.01% | 0.08% | 0.27% | Q4 2016 | Q3 2023 | 27 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26 | 1 | 0.05% | 0.14% | 0.22% | Q2 2014 | Q3 2023 | 27 |
Triangle Securities Wealth Management | 27 | 27 | 0.18% | 0.37% | 0.58% | Q1 2017 | Q3 2023 | 27 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 27 | 27 | 0.08% | 0.10% | 0.14% | Q2 2013 | Q4 2019 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.02% | 0.39% | 0.73% | Q1 2017 | Q3 2023 | 27 |
Covington Investment Advisors Inc. | 27 | 27 | 0.06% | 0.31% | 0.48% | Q1 2017 | Q3 2023 | 27 |
MONETA GROUP INVESTMENT ADVISORS LLC | 26 | 1 | 0.01% | 1.82% | 3.35% | Q3 2015 | Q3 2023 | 27 |
Asset Planning Services, Ltd. | 27 | 27 | 4.13% | 5.34% | 7.75% | Q2 2015 | Q4 2021 | 27 |
WESTWOOD HOLDINGS GROUP INC | 27 | 27 | 0.07% | 0.79% | 1.65% | Q1 2017 | Q3 2023 | 27 |
PETTYJOHN, WOOD & WHITE, INC | 26 | 1 | 0.07% | 0.09% | 0.10% | Q4 2016 | Q3 2023 | 27 |
Sargent Bickham Lagudis LLC | 27 | 27 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q4 2022 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 1 | 0.29% | 1.23% | 1.78% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.41% | 1.06% | 1.62% | Q4 2016 | Q3 2023 | 27 |
Crestwood Advisors Group, LLC | 27 | 27 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
AJ WEALTH STRATEGIES, LLC | 27 | 27 | 0.05% | 0.10% | 0.18% | Q4 2016 | Q2 2023 | 27 |
MPS Loria Financial Planners, LLC | 26 | 26 | 0.12% | 0.17% | 0.25% | Q2 2017 | Q3 2023 | 26 |
PEAPACK GLADSTONE FINANCIAL CORP | 26 | 26 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 26 |
SHINE INVESTMENT ADVISORY SERVICES INC | 26 | 26 | 3.05% | 6.41% | 10.78% | Q2 2014 | Q3 2020 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.02% | 0.18% | 0.43% | Q2 2013 | Q3 2019 | 26 |
Aveo Capital Partners, LLC | 14 | 1 | 0.24% | 0.70% | 1.46% | Q4 2016 | Q3 2023 | 26 |
Sunbelt Securities, Inc. | 25 | 1 | 0.04% | 0.24% | 0.61% | Q4 2016 | Q3 2023 | 26 |
DIVIDEND ASSETS CAPITAL, LLC | 26 | 26 | 0.01% | 0.05% | 0.09% | Q2 2017 | Q3 2023 | 26 |
BROWN BROTHERS HARRIMAN & CO | 20 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 26 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.12% | 0.22% | 0.32% | Q1 2017 | Q3 2023 | 26 |
Endurance Wealth Management, Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 26 |
WESPAC Advisors SoCal, LLC | 14 | 3 | 0.01% | 0.74% | 1.60% | Q1 2016 | Q3 2023 | 26 |
Evensky & Katz LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2022 | 26 |
Transamerica Financial Advisors, Inc. | 14 | 1 | 0.00% | 0.04% | 0.34% | Q2 2013 | Q1 2023 | 26 |
Abbot Financial Management, Inc. | 26 | 26 | 0.39% | 1.76% | 2.96% | Q2 2017 | Q3 2023 | 26 |
King Wealth Management Group | 23 | 3 | 0.09% | 0.11% | 0.20% | Q1 2014 | Q3 2023 | 26 |
NewEdge Advisors, LLC | 26 | 26 | 0.03% | 0.43% | 0.88% | Q2 2017 | Q3 2023 | 26 |
Bouchey Financial Group Ltd | 26 | 26 | 0.06% | 0.07% | 0.09% | Q2 2017 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2019 | 26 |
FIRST NATIONAL TRUST CO | 26 | 26 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 1.98% | 3.81% | 6.62% | Q4 2016 | Q3 2023 | 26 |
AlphaStar Capital Management, LLC | 26 | 26 | 0.51% | 1.57% | 12.97% | Q2 2017 | Q3 2023 | 26 |
Domani Wealth, LLC | 25 | 1 | 0.06% | 0.42% | 0.96% | Q3 2016 | Q1 2023 | 26 |
First Command Bank | 13 | 13 | 0.01% | 0.47% | 2.11% | Q4 2016 | Q2 2023 | 26 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 1 | 0.10% | 0.97% | 4.18% | Q2 2014 | Q3 2022 | 26 |
AXA S.A. | 26 | 26 | 0.20% | 0.35% | 0.50% | Q2 2013 | Q3 2019 | 26 |
First Command Financial Services, Inc. | 13 | 13 | 0.00% | 0.45% | 2.11% | Q4 2016 | Q2 2023 | 26 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 18 | 1 | 0.09% | 0.48% | 1.16% | Q3 2014 | Q3 2023 | 26 |
CAPE COD FIVE CENTS SAVINGS BANK | 18 | 8 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 26 |
Prospera Financial Services Inc | 18 | 8 | 0.03% | 0.19% | 0.68% | Q1 2017 | Q3 2023 | 26 |
Kohmann Bosshard Financial Services, LLC | 25 | 1 | 0.05% | 1.64% | 4.27% | Q1 2017 | Q3 2023 | 26 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 26 | 26 | 0.05% | 0.29% | 0.68% | Q2 2013 | Q3 2019 | 26 |
Good Life Advisors, LLC | 26 | 26 | 0.07% | 0.20% | 0.38% | Q2 2017 | Q3 2023 | 26 |
Cerity Partners LLC | 25 | 1 | 0.06% | 0.39% | 1.51% | Q1 2017 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.10% | 0.19% | 0.50% | Q2 2017 | Q3 2023 | 26 |
RKL Wealth Management LLC | 26 | 26 | 0.05% | 0.10% | 0.15% | Q2 2017 | Q3 2023 | 26 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.05% | 0.17% | Q3 2017 | Q3 2023 | 25 |
Intellectus Partners, LLC | 16 | 1 | 0.02% | 0.25% | 0.37% | Q4 2016 | Q3 2023 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 9.94% | 17.64% | 23.92% | Q4 2015 | Q4 2021 | 25 |
SNOW CAPITAL MANAGEMENT LP | 25 | 25 | 0.01% | 0.11% | 0.33% | Q2 2015 | Q2 2021 | 25 |
Gerber Kawasaki Wealth & Investment Management | 12 | 5 | 0.06% | 0.10% | 0.14% | Q1 2017 | Q3 2023 | 25 |
Ledyard National Bank | 15 | 3 | 0.02% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 25 |
Johanson Financial Advisors, Inc. | 25 | 25 | 2.85% | 5.63% | 13.18% | Q4 2015 | Q4 2021 | 25 |
Orgel Wealth Management, LLC | 25 | 25 | 0.02% | 0.17% | 0.37% | Q3 2017 | Q3 2023 | 25 |
HCR Wealth Advisors | 25 | 25 | 3.38% | 7.95% | 13.48% | Q3 2017 | Q3 2023 | 25 |
BANK OF THE WEST | 24 | 1 | 0.03% | 0.04% | 0.07% | Q1 2015 | Q4 2022 | 25 |
Bray Capital Advisors | 23 | 2 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 25 |
CFO4Life Group, LLC | 25 | 25 | 0.06% | 0.12% | 0.49% | Q3 2017 | Q3 2023 | 25 |
GREAT LAKES ADVISORS, LLC | 25 | 25 | 0.03% | 0.04% | 0.14% | Q3 2017 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 1.70% | 3.10% | 4.34% | Q2 2017 | Q2 2023 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.29% | 0.58% | 0.95% | Q1 2015 | Q1 2021 | 25 |
B. Riley Wealth Management, Inc. | 16 | 9 | 0.04% | 2.15% | 5.92% | Q1 2014 | Q2 2022 | 25 |
HM PAYSON & CO | 18 | 7 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 25 |
Baystate Wealth Management LLC | 25 | 25 | 0.01% | 0.15% | 0.48% | Q3 2017 | Q3 2023 | 25 |
Advisory Alpha, LLC | 19 | 2 | 0.00% | 0.81% | 4.60% | Q4 2016 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.08% | 0.24% | Q4 2016 | Q3 2023 | 25 |
Fisher Asset Management, LLC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 25 |
Verdence Capital Advisors LLC | 24 | 24 | 0.29% | 0.45% | 0.62% | Q4 2017 | Q3 2023 | 24 |
Cypress Wealth Services, LLC | 24 | 24 | 0.10% | 0.49% | 1.00% | Q4 2017 | Q3 2023 | 24 |
D.B. Root & Company, LLC | 24 | 24 | 0.10% | 0.31% | 0.69% | Q4 2017 | Q3 2023 | 24 |
FINANCIAL LIFE ADVISORS | 24 | 24 | 2.89% | 3.76% | 4.69% | Q4 2017 | Q3 2023 | 24 |
DeDora Capital, Inc. | 24 | 24 | 6.19% | 7.73% | 11.76% | Q4 2017 | Q3 2023 | 24 |
Brickley Wealth Management | 24 | 24 | 0.87% | 5.39% | 8.48% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.28% | 0.62% | 1.00% | Q4 2017 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.07% | 0.56% | 1.16% | Q4 2017 | Q3 2023 | 24 |
Merit Financial Group, LLC | 24 | 24 | 6.08% | 20.74% | 34.38% | Q4 2017 | Q3 2023 | 24 |
WoodTrust Financial Corp | 24 | 24 | 0.24% | 0.38% | 0.45% | Q4 2017 | Q3 2023 | 24 |
Ancora Advisors LLC | 23 | 1 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 24 |
CAPITAL WEALTH MANAGEMENT, LLC | 24 | 24 | 11.63% | 14.88% | 18.08% | Q4 2017 | Q3 2023 | 24 |
Capital Analysts, LLC | 23 | 1 | 0.00% | 0.16% | 0.49% | Q4 2014 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 5.17% | 12.00% | 16.24% | Q4 2017 | Q3 2023 | 24 |
Taylor Hoffman Wealth Management | 24 | 24 | 0.75% | 1.54% | 2.40% | Q4 2017 | Q3 2023 | 24 |
Calamos Wealth Management LLC | 11 | 2 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 24 |
Keel Point, LLC | 21 | 3 | 0.04% | 0.28% | 1.23% | Q4 2016 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 8.61% | 14.16% | 18.09% | Q4 2017 | Q3 2023 | 24 |
Gradient Capital Advisors, LLC | 24 | 24 | 0.31% | 1.22% | 1.69% | Q4 2017 | Q3 2023 | 24 |
OPTIMUM INVESTMENT ADVISORS | 19 | 5 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2022 | 24 |
Eldridge Investment Advisors, Inc. | 24 | 24 | 0.23% | 0.32% | 0.39% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.06% | 0.18% | 0.31% | Q4 2017 | Q3 2023 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.38% | 0.47% | 0.56% | Q4 2017 | Q3 2023 | 24 |
GUYASUTA INVESTMENT ADVISORS INC | 14 | 1 | 0.02% | 0.09% | 0.18% | Q2 2016 | Q3 2023 | 24 |
Tower View Wealth Management LLC | 24 | 24 | 1.63% | 2.11% | 2.44% | Q4 2017 | Q3 2023 | 24 |
Wealth Alliance Advisory Group, LLC | 24 | 24 | 3.62% | 5.76% | 7.49% | Q4 2017 | Q3 2023 | 24 |
ORSER CAPITAL MANAGEMENT, LLC | 24 | 24 | 0.46% | 0.95% | 1.72% | Q4 2017 | Q3 2023 | 24 |
Financial Advisors Network, Inc. | 17 | 1 | 4.24% | 7.52% | 12.95% | Q4 2016 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.05% | 0.34% | 0.94% | Q4 2017 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.14% | 0.89% | 2.59% | Q4 2017 | Q3 2023 | 24 |
Leonard Rickey Investment Advisors P.L.L.C. | 24 | 24 | 2.75% | 3.95% | 5.37% | Q4 2017 | Q3 2023 | 24 |
KWMG, LLC | 24 | 24 | 0.12% | 0.48% | 0.80% | Q4 2017 | Q3 2023 | 24 |
RETIREMENT INCOME SOLUTIONS, INC | 24 | 24 | 0.24% | 0.36% | 0.54% | Q4 2017 | Q3 2023 | 24 |
Rossmore Private Capital | 24 | 24 | 0.18% | 0.30% | 0.75% | Q4 2017 | Q3 2023 | 24 |
Hirtle Callaghan & Co LLC | 24 | 24 | 0.03% | 2.59% | 4.44% | Q4 2017 | Q3 2023 | 24 |
RFG Advisory, LLC | 19 | 5 | 0.04% | 0.55% | 2.15% | Q3 2017 | Q3 2023 | 24 |
Roundview Capital LLC | 24 | 24 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 24 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 24 | 24 | 2.58% | 12.66% | 24.02% | Q4 2017 | Q3 2023 | 24 |
CALTON & ASSOCIATES, INC. | 24 | 24 | 0.08% | 0.73% | 2.44% | Q4 2017 | Q3 2023 | 24 |
GenTrust, LLC | 24 | 24 | 0.04% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.03% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.64% | 0.99% | 1.33% | Q4 2017 | Q3 2023 | 24 |
Schwab Charitable Fund | 24 | 24 | 0.10% | 0.32% | 0.68% | Q4 2017 | Q3 2023 | 24 |
RMB Capital Management, LLC | 24 | 24 | 0.01% | 0.09% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Brightworth | 24 | 24 | 0.04% | 0.08% | 0.18% | Q4 2016 | Q3 2022 | 24 |
FARMERS TRUST CO | 24 | 24 | 0.11% | 0.14% | 0.20% | Q4 2017 | Q3 2023 | 24 |
Capital Investment Advisory Services, LLC | 20 | 4 | 0.04% | 0.10% | 0.26% | Q1 2017 | Q3 2023 | 24 |
INR ADVISORY SERVICES LLC | 24 | 24 | 16.36% | 17.92% | 19.49% | Q2 2013 | Q1 2019 | 24 |
FRONTIER INVESTMENT MGMT CO | 13 | 5 | 0.04% | 0.13% | 0.23% | Q1 2014 | Q2 2020 | 24 |
Personal Capital Advisors Corp | 24 | 24 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q4 2022 | 24 |
Goldstein Munger & Associates | 24 | 24 | 0.11% | 0.36% | 0.47% | Q4 2016 | Q3 2022 | 24 |
Carmichael Hill & Associates, Inc. | 24 | 24 | 0.25% | 0.38% | 0.56% | Q4 2017 | Q3 2023 | 24 |
BALDWIN BROTHERS LLC/MA | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
MADISON INVESTMENT HOLDINGS INC | 24 | 24 | 0.10% | 1.30% | 2.08% | Q4 2013 | Q3 2019 | 24 |
Hochman Cole Investment Advisors, Inc. | 24 | 24 | 1.48% | 1.93% | 3.06% | Q4 2015 | Q3 2021 | 24 |
Jacobi Capital Management LLC | 23 | 1 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q3 2023 | 24 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 24 | 24 | 0.12% | 0.28% | 0.78% | Q4 2017 | Q3 2023 | 24 |
Corient Capital Partners, LLC | 24 | 24 | 0.17% | 0.25% | 0.31% | Q3 2016 | Q2 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.79% | 0.88% | 0.96% | Q4 2017 | Q3 2023 | 24 |
Barnett & Company, Inc. | 24 | 24 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2021 | 24 |
CHEMICAL BANK | 24 | 24 | 0.53% | 1.13% | 1.40% | Q3 2013 | Q2 2019 | 24 |
Belpointe Asset Management LLC | 18 | 6 | 0.18% | 0.52% | 0.96% | Q3 2017 | Q3 2023 | 24 |
Towerpoint Wealth, LLC | 24 | 24 | 3.09% | 7.60% | 11.85% | Q4 2017 | Q3 2023 | 24 |
Private Ocean, LLC | 23 | 23 | 0.04% | 0.08% | 0.22% | Q1 2018 | Q3 2023 | 23 |
Select Asset Management & Trust | 12 | 11 | 0.57% | 2.71% | 12.81% | Q4 2013 | Q3 2023 | 23 |
TRUST CO OF VERMONT | 23 | 23 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Wealthquest Corp | 14 | 4 | 0.07% | 0.24% | 0.40% | Q4 2014 | Q3 2023 | 23 |
BDO Wealth Advisors, LLC | 22 | 1 | 0.03% | 0.08% | 0.46% | Q2 2017 | Q2 2023 | 23 |
MERITAGE PORTFOLIO MANAGEMENT | 16 | 1 | 0.02% | 0.21% | 2.42% | Q3 2017 | Q3 2023 | 23 |
CreativeOne Wealth, LLC | 23 | 23 | 2.07% | 3.31% | 5.12% | Q1 2018 | Q3 2023 | 23 |
Peninsula Wealth, LLC | 23 | 23 | 15.73% | 21.19% | 23.99% | Q1 2018 | Q3 2023 | 23 |
Advanced Asset Management Advisors Inc | 20 | 3 | 1.98% | 4.97% | 7.08% | Q4 2017 | Q3 2023 | 23 |
Ullmann Wealth Partners Group, LLC | 19 | 2 | 0.07% | 0.13% | 0.19% | Q1 2017 | Q3 2023 | 23 |
Bedel Financial Consulting, Inc. | 23 | 23 | 0.20% | 0.40% | 0.68% | Q4 2017 | Q2 2023 | 23 |
180 WEALTH ADVISORS, LLC | 14 | 9 | 0.07% | 0.12% | 0.19% | Q4 2017 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.07% | 0.52% | 0.90% | Q4 2017 | Q3 2023 | 23 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 14 | 1 | 0.05% | 0.08% | 0.10% | Q3 2014 | Q3 2023 | 23 |
FULTON BANK, N.A. | 15 | 1 | 0.01% | 0.02% | 0.07% | Q1 2017 | Q4 2023 | 23 |
Covenant Asset Management, LLC | 23 | 23 | 0.16% | 0.28% | 0.38% | Q1 2018 | Q3 2023 | 23 |
Doyle Wealth Management | 23 | 23 | 0.08% | 0.12% | 0.20% | Q1 2017 | Q3 2022 | 23 |
Aries Wealth Management | 17 | 6 | 2.00% | 2.37% | 2.76% | Q4 2017 | Q3 2023 | 23 |
SFMG, LLC | 23 | 23 | 0.03% | 0.05% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Bernicke Wealth Management, Ltd. | 23 | 23 | 0.86% | 2.10% | 6.52% | Q4 2014 | Q2 2020 | 23 |
Strategic Wealth Partners Group, LLC | 9 | 6 | 0.23% | 0.35% | 0.56% | Q4 2016 | Q3 2023 | 23 |
WealthPLAN Partners, LLC | 12 | 1 | 0.01% | 0.04% | 0.14% | Q1 2015 | Q4 2023 | 23 |
Fiera Capital Corp | 23 | 23 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2020 | 23 |
Vigilant Capital Management, LLC | 10 | 2 | 0.01% | 0.06% | 0.17% | Q3 2014 | Q2 2023 | 23 |
Winch Advisory Services, LLC | 17 | 2 | 0.00% | 0.23% | 2.01% | Q1 2014 | Q3 2023 | 23 |
Continuum Advisory, LLC | 14 | 1 | 0.12% | 0.31% | 0.53% | Q1 2017 | Q3 2023 | 23 |
Northstar Group, Inc. | 23 | 23 | 0.13% | 0.65% | 1.08% | Q1 2018 | Q3 2023 | 23 |
Windsor Wealth Management, Inc. | 23 | 23 | 0.06% | 0.21% | 0.40% | Q1 2018 | Q3 2023 | 23 |
Veritable, L.P. | 18 | 1 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q2 2023 | 23 |
NewFocus Financial Group, LLC | 18 | 5 | 0.07% | 0.37% | 1.26% | Q4 2014 | Q4 2020 | 23 |
McAdam, LLC | 23 | 23 | 0.06% | 0.10% | 0.16% | Q1 2018 | Q3 2023 | 23 |
Baker Ellis Asset Management LLC | 23 | 23 | 0.04% | 0.07% | 0.10% | Q2 2014 | Q4 2019 | 23 |
Mutual Advisors, LLC | 23 | 23 | 0.14% | 0.42% | 0.76% | Q1 2018 | Q3 2023 | 23 |
MARINO, STRAM & ASSOCIATES LLC | 14 | 9 | 1.02% | 3.48% | 5.12% | Q4 2017 | Q3 2023 | 23 |
Stonehearth Capital Management, LLC | 13 | 2 | 0.14% | 0.32% | 3.69% | Q4 2014 | Q1 2022 | 23 |
Glassman Wealth Services | 22 | 1 | 0.00% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 23 |
Edelman Financial Services, LLC | 23 | 23 | 0.00% | 18.48% | 26.12% | Q2 2013 | Q4 2018 | 23 |
Royal Fund Management, LLC | 15 | 1 | 0.00% | 0.94% | 2.59% | Q1 2017 | Q3 2023 | 22 |
Edgestream Partners, L.P. | 5 | 1 | 0.01% | 0.36% | 1.47% | Q2 2014 | Q3 2023 | 22 |
Patten Group, Inc. | 17 | 2 | 0.00% | 0.11% | 0.27% | Q2 2015 | Q3 2023 | 22 |
CWA Asset Management Group, LLC | 22 | 22 | 0.02% | 0.10% | 0.24% | Q2 2018 | Q3 2023 | 22 |
Verus Financial Partners, Inc. | 14 | 2 | 0.04% | 0.06% | 0.10% | Q3 2017 | Q3 2023 | 22 |
PFG Advisors | 17 | 5 | 1.22% | 1.75% | 2.31% | Q4 2017 | Q3 2023 | 22 |
FENIMORE ASSET MANAGEMENT INC | 22 | 22 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.11% | 0.24% | 0.58% | Q4 2017 | Q3 2023 | 22 |
StoneX Group Inc. | 19 | 3 | 0.10% | 0.90% | 1.54% | Q2 2017 | Q3 2023 | 22 |
Financial Engines Advisors L.L.C. | 21 | 1 | 0.00% | 9.68% | 17.06% | Q1 2018 | Q3 2023 | 22 |
PRUDENTIAL FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
PLANNING DIRECTIONS INC | 14 | 8 | 1.30% | 2.16% | 3.01% | Q1 2018 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.91% | 2.75% | 5.00% | Q4 2017 | Q3 2023 | 22 |
Acropolis Investment Management, LLC | 19 | 3 | 0.02% | 0.25% | 0.57% | Q4 2017 | Q3 2023 | 22 |
Pathway Financial Advisors LLC | 14 | 8 | 6.30% | 10.11% | 14.07% | Q4 2017 | Q3 2023 | 22 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 22 | 22 | 0.04% | 0.15% | 0.40% | Q2 2018 | Q3 2023 | 22 |
REGENTATLANTIC CAPITAL LLC | 10 | 1 | 0.01% | 1.82% | 8.25% | Q4 2014 | Q3 2022 | 22 |
Dakota Wealth Management | 22 | 22 | 0.16% | 0.51% | 0.85% | Q2 2018 | Q3 2023 | 22 |
Arrow Investment Advisors, LLC | 12 | 1 | 1.03% | 6.29% | 13.21% | Q1 2014 | Q3 2023 | 22 |
Chevy Chase Trust Holdings, LLC | 15 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 22 |
MONETTA FINANCIAL SERVICES INC | 22 | 22 | 2.16% | 4.06% | 4.97% | Q2 2013 | Q3 2018 | 22 |
CX Institutional | 22 | 22 | 0.22% | 0.69% | 1.78% | Q2 2018 | Q3 2023 | 22 |
Cornerstone Advisors, Inc. | 21 | 21 | 0.05% | 0.22% | 0.37% | Q3 2015 | Q3 2020 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.26% | 0.38% | 0.56% | Q1 2017 | Q3 2023 | 21 |
BLB&B Advisors, LLC | 17 | 4 | 0.08% | 0.47% | 0.89% | Q2 2013 | Q3 2023 | 21 |
Circle Wealth Management, LLC | 21 | 21 | 0.02% | 0.10% | 0.14% | Q3 2018 | Q3 2023 | 21 |
FRANKLIN RESOURCES INC | 19 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 21 |
ARROW FINANCIAL CORP | 21 | 21 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
WALLER FINANCIAL PLANNING GROUP, INC | 21 | 21 | 0.16% | 0.29% | 0.67% | Q4 2018 | Q4 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q2 2023 | 21 |
CAHILL FINANCIAL ADVISORS INC | 12 | 9 | 0.14% | 0.93% | 4.43% | Q3 2016 | Q3 2023 | 21 |
Shepherd Financial Partners LLC | 19 | 2 | 0.04% | 0.14% | 0.24% | Q2 2018 | Q3 2023 | 21 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 19 | 2 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 21 |
Members Trust Co | 14 | 2 | 0.64% | 0.89% | 1.28% | Q2 2016 | Q3 2023 | 21 |
Pasadena Private Wealth, LLC | 20 | 20 | 0.00% | 13.23% | 28.00% | Q4 2018 | Q3 2023 | 21 |
PACIFIC FINANCIAL GROUP INC | 19 | 1 | 0.04% | 1.56% | 7.30% | Q1 2014 | Q3 2023 | 21 |
Lowe Wealth Advisors, LLC | 21 | 21 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q4 2023 | 21 |
WINTRUST INVESTMENTS LLC | 11 | 10 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 21 |
PATHSTONE FAMILY OFFICE, LLC | 21 | 21 | 0.00% | 0.34% | 1.11% | Q3 2018 | Q3 2023 | 21 |
Clarus Wealth Advisors | 21 | 21 | 0.13% | 1.10% | 2.45% | Q2 2018 | Q2 2023 | 21 |
Sheaff Brock Investment Advisors, LLC | 16 | 1 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.70% | 1.19% | 2.17% | Q3 2018 | Q3 2023 | 21 |
Mirae Asset Global Investments Co., Ltd. | 19 | 2 | 0.02% | 0.06% | 0.11% | Q1 2017 | Q3 2023 | 21 |
Highland Private Wealth Management | 18 | 3 | 0.05% | 0.09% | 0.31% | Q2 2017 | Q3 2022 | 21 |
Starfire Investment Advisers, Inc. | 11 | 10 | 0.25% | 0.42% | 0.59% | Q1 2015 | Q2 2020 | 21 |
Winslow, Evans & Crocker, Inc. | 21 | 21 | 0.00% | 0.06% | 0.27% | Q4 2015 | Q4 2020 | 21 |
TELEMUS CAPITAL, LLC | 20 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 21 |
SANDERS MORRIS HARRIS LLC | 12 | 2 | 0.06% | 0.13% | 0.53% | Q1 2016 | Q1 2022 | 21 |
JANUS HENDERSON GROUP PLC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 21 |
COURIER CAPITAL LLC | 21 | 21 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q1 2022 | 21 |
SPC Financial, Inc. | 17 | 1 | 0.04% | 1.24% | 2.42% | Q2 2013 | Q3 2023 | 21 |
Strategic Financial Services, Inc, | 19 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 21 |
Rezny Wealth Management, Inc. | 21 | 21 | 0.02% | 12.58% | 19.11% | Q3 2018 | Q3 2023 | 21 |
Clear Perspective Advisors, LLC | 21 | 21 | 0.06% | 1.66% | 2.39% | Q4 2016 | Q4 2021 | 21 |
MARSHALL FINANCIAL GROUP INC /ADV | 20 | 20 | 0.33% | 1.33% | 3.48% | Q4 2018 | Q3 2023 | 20 |
CRA Financial Services, LLC | 20 | 20 | 0.25% | 0.31% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 2.68% | 3.83% | 4.67% | Q4 2018 | Q3 2023 | 20 |
Truvestments Capital LLC | 12 | 2 | 0.02% | 1.31% | 4.70% | Q2 2018 | Q3 2023 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.29% | 1.40% | 4.03% | Q4 2018 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 3.65% | 16.08% | 31.06% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.02% | 2.48% | 8.47% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.45% | 0.91% | 1.37% | Q4 2018 | Q3 2023 | 20 |
Full Sail Capital, LLC | 20 | 20 | 0.04% | 0.08% | 0.39% | Q4 2018 | Q3 2023 | 20 |
Claro Advisors LLC | 20 | 20 | 0.19% | 0.63% | 1.24% | Q4 2018 | Q3 2023 | 20 |
Black Diamond Financial, LLC | 20 | 20 | 3.62% | 4.80% | 6.00% | Q4 2018 | Q3 2023 | 20 |
ELEMENT POINTE ADVISORS, LLC | 20 | 20 | 0.73% | 2.07% | 3.72% | Q4 2018 | Q3 2023 | 20 |
Global Strategic Investment Solutions, LLC | 20 | 20 | 1.13% | 3.58% | 6.60% | Q4 2018 | Q3 2023 | 20 |
WealthOne, LLC | 20 | 20 | 8.90% | 13.09% | 16.30% | Q4 2018 | Q3 2023 | 20 |
Strategic Investment Advisors / MI | 20 | 20 | 1.64% | 3.31% | 8.24% | Q4 2018 | Q3 2023 | 20 |
Hardy Reed LLC | 20 | 20 | 0.17% | 1.32% | 2.38% | Q4 2018 | Q3 2023 | 20 |
Total Wealth Planning, LLC | 20 | 20 | 7.84% | 9.27% | 10.64% | Q4 2018 | Q3 2023 | 20 |
MBM Wealth Consultants, LLC | 20 | 20 | 6.31% | 9.41% | 14.33% | Q4 2018 | Q3 2023 | 20 |
VALLEY WEALTH MANAGERS, INC. | 14 | 2 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 20 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 20 | 20 | 1.24% | 1.61% | 2.19% | Q4 2018 | Q3 2023 | 20 |
BADGLEY PHELPS & BELL INC | 8 | 3 | 0.01% | 0.29% | 0.67% | Q4 2013 | Q2 2021 | 20 |
OLD SECOND NATIONAL BANK OF AURORA | 19 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 20 |
WEDBUSH SECURITIES INC | 20 | 20 | 0.08% | 0.13% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Clearstead Advisors, LLC | 15 | 5 | 0.00% | 0.09% | 0.32% | Q4 2016 | Q3 2023 | 20 |
MONTAG A & ASSOCIATES INC | 20 | 20 | 0.04% | 0.07% | 0.17% | Q4 2018 | Q3 2023 | 20 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11 | 9 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2021 | 20 |
HOWE & RUSLING INC | 14 | 1 | 0.00% | 0.01% | 0.07% | Q2 2016 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.47% | 0.83% | 1.50% | Q4 2018 | Q3 2023 | 20 |
SCS Capital Management LLC | 20 | 20 | 0.02% | 0.14% | 0.92% | Q4 2018 | Q3 2023 | 20 |
JENNISON ASSOCIATES LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 20 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 20 | 20 | 0.10% | 0.13% | 0.16% | Q4 2018 | Q3 2023 | 20 |
McCarthy Grittinger Financial Group, LLC | 20 | 20 | 0.60% | 0.83% | 1.02% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 1.28% | 1.69% | 1.95% | Q4 2017 | Q3 2022 | 20 |
Freestone Capital Holdings, LLC | 20 | 20 | 0.01% | 0.07% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Avidian Wealth Solutions, LLC | 20 | 20 | 0.04% | 0.09% | 0.19% | Q4 2018 | Q3 2023 | 20 |
McKinley Carter Wealth Services, Inc. | 12 | 1 | 0.02% | 0.48% | 1.02% | Q3 2015 | Q3 2023 | 20 |
DFPG INVESTMENTS, LLC | 20 | 20 | 0.15% | 0.47% | 0.89% | Q4 2018 | Q3 2023 | 20 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 20 | 20 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 20 |
MATHER GROUP, LLC. | 20 | 20 | 0.62% | 2.45% | 4.15% | Q4 2018 | Q3 2023 | 20 |
Madden Advisory Services, Inc. | 13 | 1 | 0.00% | 0.19% | 0.40% | Q1 2014 | Q3 2023 | 20 |
Executive Wealth Management, LLC | 20 | 20 | 0.05% | 0.14% | 0.51% | Q4 2018 | Q3 2023 | 20 |
HoyleCohen, LLC | 20 | 20 | 0.14% | 0.58% | 1.16% | Q4 2018 | Q3 2023 | 20 |
JFS WEALTH ADVISORS, LLC | 12 | 2 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q3 2022 | 20 |
JANICZEK WEALTH MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
One Day In July LLC | 20 | 20 | 0.11% | 2.87% | 4.97% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.01% | 0.10% | 0.22% | Q4 2013 | Q3 2018 | 20 |
Sequoia Financial Advisors, LLC | 12 | 8 | 0.03% | 0.11% | 0.78% | Q3 2018 | Q3 2023 | 20 |
Sullivan, Bruyette, Speros & Blaney, LLC | 20 | 20 | 0.18% | 0.41% | 0.98% | Q2 2016 | Q1 2021 | 20 |
Tradewinds Capital Management, LLC | 15 | 5 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.02% | 0.10% | 0.19% | Q4 2018 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 0.15% | 0.20% | 0.22% | Q4 2018 | Q3 2023 | 20 |
MV CAPITAL MANAGEMENT, INC. | 20 | 20 | 0.07% | 0.15% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 0.02% | 0.14% | 0.43% | Q4 2018 | Q3 2023 | 20 |
Lido Advisors, LLC | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.27% | 0.38% | 0.53% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors, Inc. | 20 | 20 | 0.09% | 0.24% | 0.64% | Q1 2018 | Q4 2022 | 20 |
MANAGED ACCOUNT SERVICES INC | 20 | 20 | 1.28% | 2.69% | 5.19% | Q4 2016 | Q3 2021 | 20 |
TPG Financial Advisors, LLC | 20 | 20 | 2.55% | 4.02% | 5.65% | Q4 2018 | Q3 2023 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.14% | 0.84% | 1.94% | Q4 2018 | Q3 2023 | 20 |
PRIVATE CAPITAL MANAGEMENT LLC | 20 | 20 | 0.20% | 0.29% | 0.41% | Q4 2018 | Q3 2023 | 20 |
ROTHSCHILD INVESTMENT LLC /IL | 20 | 20 | 0.18% | 0.36% | 0.66% | Q4 2018 | Q3 2023 | 20 |
Csenge Advisory Group | 20 | 20 | 0.08% | 0.25% | 0.53% | Q4 2018 | Q3 2023 | 20 |
Bogart Wealth, LLC | 13 | 2 | 0.00% | 0.05% | 0.71% | Q3 2017 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.71% | 0.97% | 1.46% | Q4 2018 | Q3 2023 | 20 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.11% | 0.49% | 0.84% | Q4 2018 | Q3 2023 | 20 |
Foster Victor Wealth Advisors, LLC | 20 | 20 | 0.14% | 0.26% | 0.54% | Q4 2018 | Q3 2023 | 20 |
ERn Financial, LLC | 20 | 20 | 0.28% | 1.82% | 3.54% | Q4 2018 | Q3 2023 | 20 |
Bay Harbor Wealth Management, LLC | 20 | 20 | 6.22% | 8.29% | 10.08% | Q4 2018 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.88% | 1.24% | 1.60% | Q4 2018 | Q3 2023 | 20 |
MA Private Wealth | 20 | 20 | 1.02% | 2.93% | 6.34% | Q4 2018 | Q3 2023 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 2.62% | 3.42% | 4.14% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 3.47% | 4.77% | 5.88% | Q4 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.50% | 1.91% | 3.43% | Q4 2017 | Q4 2022 | 20 |
Robertson Stephens Wealth Management, LLC | 20 | 20 | 1.21% | 2.04% | 3.94% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.33% | 0.52% | 0.70% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.07% | 0.15% | 0.27% | Q4 2018 | Q3 2023 | 20 |
Outlook Wealth Advisors, LLC | 20 | 20 | 0.13% | 0.82% | 1.48% | Q4 2018 | Q3 2023 | 20 |
Hillcrest Wealth Advisors - NY, LLC | 20 | 20 | 1.42% | 2.25% | 3.37% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
F3Logic, LLC | 20 | 20 | 0.04% | 0.43% | 1.42% | Q1 2018 | Q4 2022 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.29% | 0.90% | 4.35% | Q4 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 5.54% | 7.22% | 8.51% | Q4 2018 | Q3 2023 | 20 |
RHS Financial, LLC | 20 | 20 | 0.30% | 0.47% | 0.63% | Q4 2018 | Q3 2023 | 20 |
GABLES CAPITAL MANAGEMENT INC. | 20 | 20 | 0.00% | 0.09% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 1.55% | 4.39% | 7.36% | Q4 2018 | Q3 2023 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.38% | 0.67% | 1.23% | Q4 2018 | Q3 2023 | 20 |
Hurlow Wealth Management Group, Inc. | 20 | 20 | 3.92% | 6.07% | 7.50% | Q4 2018 | Q3 2023 | 20 |
Salomon & Ludwin, LLC | 20 | 20 | 0.04% | 1.46% | 2.53% | Q4 2018 | Q3 2023 | 20 |
Allred Capital Management, LLC | 20 | 20 | 0.18% | 0.27% | 0.36% | Q4 2018 | Q3 2023 | 20 |
MONECO Advisors, LLC | 20 | 20 | 2.64% | 5.38% | 8.76% | Q4 2018 | Q3 2023 | 20 |
OXFORD FINANCIAL GROUP, LTD. LLC | 19 | 19 | 0.02% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Summit Financial, LLC | 16 | 3 | 0.07% | 3.66% | 6.73% | Q4 2018 | Q3 2023 | 19 |
ACG Wealth | 15 | 1 | 0.03% | 0.14% | 0.28% | Q2 2014 | Q3 2022 | 19 |
TSFG, LLC | 19 | 19 | 0.02% | 0.11% | 0.31% | Q1 2019 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.15% | 0.26% | Q1 2019 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.07% | 0.28% | 0.42% | Q4 2018 | Q3 2023 | 19 |
Almanack Investment Partners, LLC. | 10 | 1 | 0.04% | 0.10% | 0.28% | Q3 2017 | Q3 2023 | 19 |
LYELL WEALTH MANAGEMENT, LP | 19 | 19 | 0.04% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Lenox Wealth Advisors, LLC | 18 | 1 | 0.04% | 0.09% | 0.14% | Q1 2016 | Q1 2022 | 19 |
Institute for Wealth Management, LLC. | 19 | 19 | 0.24% | 0.80% | 1.06% | Q1 2019 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.51% | 0.70% | 0.86% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.26% | 0.69% | 1.36% | Q1 2019 | Q3 2023 | 19 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 0.41% | 0.66% | 1.06% | Q1 2019 | Q3 2023 | 19 |
Lee Financial Co | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Karpus Management, Inc. | 19 | 19 | 0.18% | 1.04% | 2.95% | Q1 2019 | Q3 2023 | 19 |
TrinityPoint Wealth, LLC | 19 | 19 | 0.04% | 0.07% | 0.13% | Q1 2019 | Q3 2023 | 19 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
WASHINGTON TRUST Co | 15 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 19 |
Altium Wealth Management LLC | 19 | 19 | 0.28% | 0.62% | 1.40% | Q4 2017 | Q2 2022 | 19 |
Capital Asset Advisory Services LLC | 16 | 3 | 0.02% | 0.36% | 1.84% | Q4 2016 | Q3 2023 | 19 |
Lantz Financial LLC | 19 | 19 | 0.26% | 0.40% | 0.52% | Q1 2019 | Q3 2023 | 19 |
Alaska Wealth Advisors | 16 | 3 | 0.06% | 0.15% | 0.20% | Q4 2018 | Q3 2023 | 19 |
1834 INVESTMENT ADVISORS CO | 19 | 19 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 19 |
Claraphi Advisory Network, LLC | 19 | 19 | 0.24% | 0.36% | 0.58% | Q4 2017 | Q2 2022 | 19 |
Graves Light Lenhart Wealth, Inc. | 19 | 19 | 0.08% | 0.22% | 0.29% | Q1 2019 | Q3 2023 | 19 |
Perigon Wealth Management, LLC | 16 | 1 | 0.02% | 0.08% | 0.19% | Q3 2011 | Q3 2023 | 19 |
AllSquare Wealth Management LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 3.22% | 4.43% | 4.95% | Q2 2013 | Q4 2017 | 19 |
NATIONAL PLANNING CORP | 19 | 19 | 0.67% | 2.11% | 7.25% | Q2 2013 | Q4 2017 | 19 |
LAKE STREET FINANCIAL LLC | 19 | 19 | 1.82% | 2.87% | 5.32% | Q1 2019 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.02% | 0.07% | 0.26% | Q1 2019 | Q3 2023 | 19 |
ROMAN BUTLER FULLERTON & CO | 19 | 19 | 0.39% | 1.00% | 1.33% | Q1 2019 | Q3 2023 | 19 |
TimeScale Financial, Inc. | 19 | 19 | 0.10% | 0.23% | 0.67% | Q4 2018 | Q2 2023 | 19 |
Legend Financial Advisors, Inc. | 10 | 9 | 0.02% | 1.39% | 5.26% | Q4 2018 | Q3 2023 | 19 |
Trilogy Capital Inc. | 14 | 1 | 0.01% | 0.60% | 3.42% | Q1 2018 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.12% | 0.17% | 0.26% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 2.79% | 5.66% | 6.85% | Q4 2017 | Q2 2022 | 19 |
Wealthspire Advisors, L.P. | 14 | 5 | 0.01% | 0.07% | 0.40% | Q4 2015 | Q3 2020 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 1.02% | 1.63% | 2.29% | Q1 2019 | Q3 2023 | 19 |
Intercontinental Wealth Advisors, LLC | 12 | 1 | 0.01% | 0.19% | 0.59% | Q4 2015 | Q2 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.06% | 0.12% | 0.15% | Q1 2019 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Fragasso Group Inc. | 15 | 4 | 0.03% | 0.16% | 0.68% | Q4 2013 | Q4 2023 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 2.49% | 3.73% | 4.66% | Q2 2013 | Q4 2017 | 19 |
Garrett Wealth Advisory Group, LLC | 19 | 19 | 0.12% | 0.21% | 0.32% | Q1 2019 | Q3 2023 | 19 |
Wells Trecaso Financial Group, LLC | 14 | 5 | 0.11% | 0.42% | 0.88% | Q3 2018 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.26% | 0.54% | 1.51% | Q1 2019 | Q3 2023 | 19 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.00% | 0.22% | 0.83% | Q1 2016 | Q1 2022 | 19 |
DAVIS R M INC | 16 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 18 |
IRON Financial LLC | 16 | 2 | 0.11% | 0.24% | 0.39% | Q2 2018 | Q3 2023 | 18 |
RITHOLTZ WEALTH MANAGEMENT | 18 | 18 | 0.02% | 0.05% | 0.14% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.60% | 0.77% | 0.92% | Q2 2013 | Q3 2017 | 18 |
Smith, Salley & Associates | 18 | 18 | 0.06% | 0.12% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Jackson Hole Capital Partners, LLC | 18 | 18 | 0.47% | 0.95% | 1.58% | Q2 2019 | Q3 2023 | 18 |
Zhang Financial LLC | 18 | 18 | 0.08% | 0.17% | 0.31% | Q2 2019 | Q3 2023 | 18 |
Bison Wealth, LLC | 17 | 1 | 0.00% | 0.10% | 0.27% | Q2 2018 | Q2 2023 | 18 |
FORT PITT CAPITAL GROUP, LLC | 18 | 18 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
MEANS INVESTMENT CO., INC. | 18 | 18 | 0.06% | 0.07% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Allen Investment Management, LLC | 14 | 1 | 0.01% | 0.03% | 0.32% | Q3 2018 | Q3 2023 | 18 |
NorthRock Partners, LLC | 17 | 1 | 0.11% | 0.32% | 1.51% | Q4 2015 | Q3 2023 | 18 |
Versant Capital Management, Inc | 10 | 8 | 0.00% | 0.05% | 0.10% | Q4 2015 | Q4 2023 | 18 |
BANK OF STOCKTON | 15 | 3 | 0.08% | 0.13% | 0.17% | Q1 2019 | Q3 2023 | 18 |
Traynor Capital Management, Inc. | 18 | 18 | 0.06% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Elwood & Goetz Wealth Advisory Group, LLC | 18 | 18 | 0.11% | 0.20% | 0.29% | Q2 2019 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Keeler Thomas Management LLC | 18 | 18 | 0.14% | 1.70% | 5.84% | Q2 2019 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 2.13% | 4.01% | 5.46% | Q4 2018 | Q3 2023 | 18 |
Cribstone Capital Management, LLC | 18 | 18 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q1 2021 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.43% | 2.36% | 3.05% | Q2 2013 | Q3 2017 | 18 |
CNB Bank | 13 | 1 | 0.00% | 0.02% | 0.12% | Q4 2017 | Q1 2023 | 18 |
BECKER CAPITAL MANAGEMENT INC | 15 | 3 | 0.01% | 0.34% | 2.07% | Q2 2014 | Q3 2023 | 18 |
Brio Consultants, LLC | 14 | 4 | 0.13% | 1.62% | 3.19% | Q4 2018 | Q3 2023 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
MEEDER ASSET MANAGEMENT INC | 13 | 1 | 0.01% | 0.20% | 1.26% | Q4 2018 | Q3 2023 | 18 |
Brand Asset Management Group, Inc. | 12 | 6 | 0.02% | 0.09% | 0.40% | Q2 2018 | Q3 2023 | 18 |
THOMPSON SIEGEL & WALMSLEY LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 18 |
SG Americas Securities, LLC | 6 | 2 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2018 | 18 |
Keystone Financial Group | 16 | 2 | 0.11% | 0.40% | 0.67% | Q1 2019 | Q3 2023 | 18 |
Independence Advisors, LLC | 18 | 18 | 10.20% | 11.88% | 13.51% | Q2 2016 | Q3 2020 | 18 |
PATTON ALBERTSON MILLER GROUP, LLC | 18 | 18 | 0.10% | 0.19% | 0.29% | Q2 2019 | Q3 2023 | 18 |
Braun-Bostich & Associates Inc. | 8 | 1 | 0.15% | 0.35% | 0.69% | Q4 2017 | Q3 2023 | 18 |
Noven Financial Group, Inc. | 11 | 7 | 1.91% | 6.23% | 13.45% | Q4 2013 | Q1 2020 | 18 |
INGALLS & SNYDER LLC | 18 | 18 | 0.05% | 0.08% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Resource Planning Group | 18 | 18 | 0.57% | 0.91% | 1.27% | Q2 2019 | Q3 2023 | 18 |
Lincoln Capital LLC | 18 | 18 | 0.10% | 0.19% | 0.25% | Q2 2019 | Q3 2023 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.27% | 0.35% | 0.42% | Q2 2013 | Q3 2017 | 18 |
TAP Consulting, LLC | 17 | 1 | 0.32% | 0.90% | 2.19% | Q1 2019 | Q3 2023 | 18 |
JT Stratford LLC | 14 | 1 | 0.19% | 0.81% | 1.16% | Q3 2018 | Q3 2023 | 18 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 18 | 18 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Campbell Wealth Management | 10 | 8 | 5.51% | 7.37% | 9.07% | Q4 2018 | Q3 2023 | 18 |
FIRST FINANCIAL CORP /IN/ | 18 | 18 | 0.04% | 0.05% | 0.11% | Q2 2019 | Q3 2023 | 18 |
WESBANCO BANK INC | 11 | 7 | 0.02% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 18 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 7 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.26% | 0.37% | 0.49% | Q2 2019 | Q3 2023 | 18 |
Carlson Capital Management | 14 | 4 | 0.02% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 18 |
SP Asset Management | 18 | 18 | 0.09% | 1.27% | 2.60% | Q2 2018 | Q3 2022 | 18 |
SECURITY NATIONAL BANK OF SO DAK | 9 | 1 | 0.24% | 0.79% | 1.35% | Q3 2018 | Q3 2023 | 18 |
LANDAAS & CO /WI /ADV | 15 | 1 | 0.12% | 0.16% | 0.19% | Q3 2017 | Q3 2023 | 18 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 17 | 1 | 0.09% | 0.18% | 0.38% | Q1 2019 | Q3 2023 | 18 |
Kingfisher Capital LLC | 17 | 1 | 0.03% | 0.27% | 0.34% | Q4 2015 | Q3 2023 | 18 |
FIRST NATIONAL BANK OF OMAHA | 17 | 17 | 0.01% | 0.15% | 0.42% | Q3 2019 | Q3 2023 | 17 |
Capital Advisory Group Advisory Services, LLC | 15 | 2 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2022 | 17 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 0.39% | 1.48% | 2.21% | Q1 2016 | Q3 2023 | 17 |
WealthBridge Capital Management, LLC | 13 | 2 | 0.09% | 0.13% | 0.31% | Q4 2018 | Q3 2023 | 17 |
Windham Capital Management, LLC | 17 | 17 | 1.29% | 2.06% | 4.92% | Q3 2019 | Q3 2023 | 17 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 16 | 1 | 1.20% | 9.59% | 11.95% | Q4 2018 | Q3 2023 | 17 |
JOYN Advisors, Inc. | 16 | 1 | 0.01% | 7.59% | 10.75% | Q3 2013 | Q1 2020 | 17 |
KG&L Capital Management,LLC | 17 | 17 | 0.21% | 0.68% | 0.87% | Q3 2019 | Q3 2023 | 17 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2023 | 17 |
APPLETON PARTNERS INC/MA | 17 | 17 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q4 2023 | 17 |
Polaris Wealth Advisory Group, LLC | 5 | 1 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 17 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.04% | 0.07% | 0.14% | Q1 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.11% | 0.35% | 0.70% | Q2 2013 | Q2 2017 | 17 |
Jacobsen Capital Management | 14 | 3 | 10.59% | 13.26% | 17.02% | Q2 2019 | Q3 2023 | 17 |
CADENCE BANK NA | 17 | 17 | 0.14% | 0.19% | 0.25% | Q2 2018 | Q2 2022 | 17 |
Avestar Capital, LLC | 14 | 1 | 0.03% | 1.60% | 3.16% | Q4 2017 | Q3 2023 | 17 |
Clear Creek Financial Management, LLC | 10 | 7 | 0.08% | 0.28% | 1.51% | Q2 2019 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.01% | 0.05% | 0.08% | Q2 2017 | Q2 2021 | 17 |
Hubbell Strickland Wealth Management, LLC | 17 | 17 | 3.49% | 4.47% | 5.46% | Q3 2019 | Q3 2023 | 17 |
FIRST FOUNDATION ADVISORS | 17 | 17 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
USCA RIA LLC | 17 | 17 | 0.06% | 0.34% | 0.62% | Q2 2017 | Q2 2021 | 17 |
YorkBridge Wealth Partners, LLC | 11 | 6 | 0.01% | 0.08% | 0.37% | Q4 2016 | Q4 2022 | 17 |
KCM INVESTMENT ADVISORS LLC | 17 | 17 | 0.04% | 0.11% | 0.16% | Q3 2019 | Q3 2023 | 17 |
O'Brien Wealth Partners LLC | 13 | 1 | 0.03% | 0.21% | 0.70% | Q1 2018 | Q3 2023 | 17 |
WEST PACES ADVISORS INC. | 17 | 17 | 0.03% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.12% | 0.21% | 0.28% | Q4 2019 | Q4 2023 | 17 |
Riverpoint Wealth Management Holdings, LLC | 17 | 17 | 0.07% | 1.64% | 2.16% | Q3 2017 | Q3 2021 | 17 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 16 | 1 | 0.64% | 2.90% | 13.11% | Q4 2018 | Q3 2023 | 17 |
Well Done, LLC | 14 | 1 | 0.02% | 0.23% | 0.77% | Q1 2018 | Q3 2023 | 17 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.05% | 0.11% | 0.15% | Q1 2019 | Q2 2023 | 17 |
Dorsey & Whitney Trust CO LLC | 17 | 17 | 0.27% | 0.34% | 0.49% | Q3 2019 | Q3 2023 | 17 |
Valmark Advisers, Inc. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Community Bank, N.A. | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
RNC CAPITAL MANAGEMENT LLC | 15 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2023 | 17 |
Avondale Wealth Management | 17 | 17 | 0.03% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 17 |
MATRIX ASSET ADVISORS INC/NY | 17 | 17 | 0.04% | 0.09% | 0.21% | Q3 2019 | Q3 2023 | 17 |
Sowell Financial Services LLC | 7 | 2 | 0.06% | 0.23% | 0.96% | Q1 2018 | Q3 2023 | 17 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.07% | 0.13% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 1.64% | 2.78% | 5.08% | Q4 2019 | Q3 2023 | 16 |
Van Hulzen Asset Management, LLC | 11 | 2 | 0.02% | 0.07% | 0.11% | Q3 2017 | Q3 2023 | 16 |
Trek Financial, LLC | 15 | 1 | 0.08% | 0.54% | 3.20% | Q4 2018 | Q3 2023 | 16 |
John W. Brooker & Co., CPAs | 16 | 16 | 0.14% | 0.18% | 0.24% | Q4 2019 | Q3 2023 | 16 |
HL FINANCIAL SERVICES LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2019 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.08% | 0.12% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Detalus Advisors, LLC | 16 | 16 | 0.33% | 0.50% | 0.88% | Q4 2019 | Q3 2023 | 16 |
Carl P. Sherr & Co., LLC | 16 | 16 | 0.47% | 0.64% | 0.79% | Q4 2019 | Q3 2023 | 16 |
Aptus Capital Advisors, LLC | 16 | 16 | 0.00% | 0.03% | 0.15% | Q4 2019 | Q3 2023 | 16 |
ROWLANDMILLER & PARTNERS.ADV | 16 | 16 | 0.08% | 0.10% | 0.11% | Q1 2020 | Q4 2023 | 16 |
Hanlon Investment Management, Inc. | 16 | 16 | 0.65% | 3.78% | 5.70% | Q4 2019 | Q3 2023 | 16 |
Fort Sheridan Advisors LLC | 16 | 16 | 0.15% | 0.19% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Quad-Cities Investment Group, LLC | 10 | 6 | 0.01% | 0.15% | 0.27% | Q2 2018 | Q3 2023 | 16 |
Day & Ennis, LLC | 13 | 3 | 0.08% | 0.13% | 0.20% | Q3 2019 | Q3 2023 | 16 |
West Coast Financial LLC | 14 | 1 | 0.04% | 0.05% | 0.11% | Q3 2017 | Q3 2023 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.30% | 1.55% | 3.38% | Q4 2019 | Q3 2023 | 16 |
R. W. Roge & Company, Inc. | 16 | 16 | 7.82% | 11.37% | 15.55% | Q4 2019 | Q3 2023 | 16 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.11% | 0.17% | 0.26% | Q4 2018 | Q3 2022 | 16 |
CERTUITY, LLC | 16 | 16 | 0.11% | 0.44% | 0.96% | Q4 2019 | Q3 2023 | 16 |
BEAM WEALTH ADVISORS, INC. | 16 | 16 | 0.29% | 0.42% | 0.53% | Q4 2019 | Q3 2023 | 16 |
Sand Hill Global Advisors, LLC | 16 | 16 | 0.09% | 0.18% | 0.35% | Q3 2019 | Q2 2023 | 16 |
VIRIDIAN RIA, LLC | 14 | 2 | 2.22% | 3.99% | 5.26% | Q1 2018 | Q1 2022 | 16 |
Cresset Asset Management, LLC | 15 | 1 | 0.01% | 0.16% | 0.37% | Q3 2019 | Q3 2023 | 16 |
Compass Ion Advisors, LLC | 16 | 16 | 0.16% | 0.28% | 0.59% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.04% | 0.41% | 0.61% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.30% | 0.39% | 0.48% | Q4 2019 | Q3 2023 | 16 |
TRUEFG, LLC | 16 | 16 | 0.54% | 0.74% | 0.90% | Q4 2019 | Q3 2023 | 16 |
LPWM LLC | 16 | 16 | 0.26% | 0.45% | 0.60% | Q4 2019 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.12% | 0.19% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Newport Wealth Strategies, Inc. | 16 | 16 | 5.52% | 6.78% | 8.38% | Q4 2017 | Q3 2021 | 16 |
Klingman & Associates, LLC | 16 | 16 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.81% | 2.47% | 4.35% | Q4 2019 | Q3 2023 | 16 |
Financial Enhancement Group LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q4 2021 | 16 |
FIRST HAWAIIAN BANK | 10 | 1 | 0.00% | 0.03% | 0.04% | Q4 2013 | Q1 2022 | 16 |
GILL CAPITAL PARTNERS, LLC | 16 | 16 | 0.17% | 2.17% | 4.50% | Q1 2020 | Q4 2023 | 16 |
Emerald Advisors, LLC | 16 | 16 | 1.09% | 1.42% | 1.82% | Q4 2019 | Q3 2023 | 16 |
TL Private Wealth | 16 | 16 | 15.34% | 18.35% | 21.63% | Q4 2019 | Q3 2023 | 16 |
Fusion Capital, LLC | 16 | 16 | 2.89% | 3.57% | 4.17% | Q4 2019 | Q3 2023 | 16 |
LifeSteps Financial, Inc. | 16 | 16 | 1.38% | 1.57% | 1.97% | Q4 2019 | Q3 2023 | 16 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.37% | 0.66% | 1.13% | Q4 2019 | Q3 2023 | 16 |
Advisors Capital Management, LLC | 16 | 16 | 0.01% | 0.08% | 0.33% | Q4 2019 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.06% | 0.33% | 0.56% | Q4 2019 | Q3 2023 | 16 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 1.00% | 1.35% | 1.57% | Q4 2019 | Q3 2023 | 16 |
HOHIMER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.14% | 0.79% | 2.30% | Q4 2019 | Q3 2023 | 16 |
RPG Investment Advisory, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 16 |
Maltin Wealth Management, Inc. | 16 | 16 | 0.30% | 0.39% | 0.48% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.03% | 0.32% | 0.49% | Q4 2019 | Q3 2023 | 16 |
Archer Investment Corp | 16 | 16 | 0.03% | 0.17% | 0.26% | Q4 2019 | Q3 2023 | 16 |
360 Financial, Inc. | 16 | 16 | 0.38% | 0.60% | 0.71% | Q4 2019 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.30% | 0.41% | 0.63% | Q4 2019 | Q3 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.16% | 0.21% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Apexium Financial, LP | 16 | 16 | 0.22% | 0.45% | 0.85% | Q4 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.17% | 0.26% | 0.39% | Q4 2019 | Q3 2023 | 16 |
CITIZENS FINANCIAL GROUP INC/RI | 16 | 16 | 0.00% | 0.19% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Regent Peak Wealth Advisors LLC | 16 | 16 | 4.39% | 4.71% | 5.16% | Q4 2019 | Q3 2023 | 16 |
Estate Counselors, LLC | 9 | 1 | 0.13% | 0.80% | 2.02% | Q4 2014 | Q3 2023 | 16 |
Blue Zone Wealth Advisors, LLC | 16 | 16 | 0.27% | 0.58% | 0.89% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.70% | 1.18% | 1.44% | Q4 2019 | Q3 2023 | 16 |
Mayfair Advisory Group, LLC | 16 | 16 | 1.76% | 3.06% | 4.90% | Q4 2019 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.06% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.05% | 0.11% | 0.14% | Q4 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.21% | 0.29% | 0.35% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.21% | 0.50% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Roble, Belko & Company, Inc | 9 | 7 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 2.68% | 3.75% | 4.91% | Q4 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.03% | 0.51% | 0.73% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.42% | 0.75% | 1.10% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.04% | 0.07% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Red Door Wealth Management, LLC | 16 | 16 | 0.07% | 0.14% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Marcum Wealth, LLC | 16 | 16 | 0.70% | 1.39% | 2.99% | Q4 2019 | Q3 2023 | 16 |
HOWARD WEALTH MANAGEMENT, LLC | 16 | 16 | 4.78% | 6.03% | 8.80% | Q4 2019 | Q3 2023 | 16 |
MONEYWISE, INC. | 14 | 2 | 0.15% | 0.17% | 0.19% | Q2 2017 | Q3 2023 | 16 |
HILLTOP WEALTH ADVISORS, LLC | 16 | 16 | 0.31% | 0.41% | 0.67% | Q4 2019 | Q3 2023 | 16 |
Benchmark Wealth Management, LLC | 16 | 16 | 15.51% | 17.67% | 19.57% | Q4 2019 | Q3 2023 | 16 |
Capital Bank & Trust Co | 12 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2021 | 16 |
Seneca House Advisors | 15 | 1 | 0.12% | 0.49% | 0.69% | Q4 2017 | Q4 2021 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Partnervest Advisory Services LLC | 11 | 5 | 0.01% | 0.20% | 0.65% | Q2 2013 | Q3 2020 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 1.71% | 1.93% | 2.22% | Q2 2013 | Q1 2017 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 5.64% | 11.81% | 15.47% | Q4 2019 | Q3 2023 | 16 |
Kathmere Capital Management, LLC | 16 | 16 | 0.84% | 1.36% | 4.34% | Q4 2019 | Q3 2023 | 16 |
Heartwood Wealth Advisors LLC | 16 | 16 | 1.96% | 2.83% | 3.90% | Q4 2019 | Q3 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.32% | 3.90% | 6.98% | Q4 2019 | Q3 2023 | 16 |
GFG Capital, LLC | 16 | 16 | 0.08% | 0.19% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 7.04% | 8.07% | 9.19% | Q4 2019 | Q3 2023 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.17% | 0.36% | 0.54% | Q4 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 3.09% | 4.95% | 6.58% | Q4 2019 | Q3 2023 | 16 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 16 | 16 | 0.43% | 0.56% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Dynamic Advisor Solutions LLC | 16 | 16 | 0.04% | 0.20% | 0.32% | Q4 2019 | Q3 2023 | 16 |
NORTHSTAR ASSET MANAGEMENT LLC | 16 | 16 | 0.10% | 0.99% | 1.93% | Q4 2019 | Q3 2023 | 16 |
DAVIDSON TRUST CO | 16 | 16 | 1.06% | 1.64% | 2.02% | Q4 2019 | Q3 2023 | 16 |
One Wealth Advisors, LLC | 15 | 1 | 0.00% | 0.31% | 1.22% | Q4 2017 | Q3 2023 | 16 |
Asset Allocation & Management Company, LLC | 16 | 16 | 0.92% | 1.38% | 1.99% | Q4 2019 | Q3 2023 | 16 |
Bay Rivers Group | 16 | 16 | 2.62% | 3.09% | 4.05% | Q4 2019 | Q3 2023 | 16 |
Retirement Group, LLC | 14 | 1 | 0.34% | 1.57% | 1.99% | Q4 2019 | Q3 2023 | 15 |
Wealth Advisors of Iowa, LLC | 15 | 15 | 0.30% | 0.43% | 0.67% | Q1 2020 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.04% | 0.50% | Q1 2020 | Q3 2023 | 15 |
Venturi Wealth Management, LLC | 6 | 1 | 0.02% | 1.14% | 6.94% | Q4 2015 | Q3 2023 | 15 |
Financial Services Advisory Inc | 9 | 2 | 2.10% | 8.00% | 17.26% | Q4 2017 | Q4 2021 | 15 |
Wellspring Financial Advisors, LLC | 15 | 15 | 2.08% | 2.67% | 3.19% | Q1 2020 | Q3 2023 | 15 |
Telos Capital Management, Inc. | 12 | 1 | 0.03% | 0.06% | 0.14% | Q2 2014 | Q1 2022 | 15 |
Tennessee Valley Asset Management Partners | 9 | 2 | 0.13% | 0.15% | 0.17% | Q3 2019 | Q3 2023 | 15 |
Independent Advisor Alliance | 13 | 1 | 0.01% | 0.12% | 0.79% | Q1 2017 | Q3 2023 | 15 |
AMERICAN NATIONAL BANK | 13 | 2 | 0.00% | 0.02% | 0.09% | Q4 2019 | Q3 2023 | 15 |
WEBSTER BANK, N. A. | 12 | 3 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 15 |
Strategic Wealth Partners, Ltd. | 8 | 7 | 0.00% | 0.16% | 1.26% | Q4 2017 | Q1 2023 | 15 |
Bell Rock Capital LLC | 13 | 1 | 0.06% | 1.91% | 27.26% | Q4 2016 | Q2 2022 | 15 |
Atlantic Union Bankshares Corp | 15 | 15 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
DT Investment Partners, LLC | 14 | 1 | 0.14% | 0.69% | 5.51% | Q2 2015 | Q3 2023 | 15 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 15 | 15 | 0.14% | 0.53% | 1.00% | Q1 2020 | Q3 2023 | 15 |
CHILTON CAPITAL MANAGEMENT LLC | 15 | 15 | 0.03% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Northwest Capital Management Inc | 14 | 1 | 0.20% | 0.48% | 0.78% | Q4 2019 | Q3 2023 | 15 |
CBIZ Investment Advisory Services, LLC | 9 | 6 | 4.60% | 16.21% | 27.65% | Q4 2019 | Q3 2023 | 15 |
CARRET ASSET MANAGEMENT, LLC | 15 | 15 | 0.04% | 0.14% | 0.22% | Q1 2020 | Q3 2023 | 15 |
MACKENZIE FINANCIAL CORP | 12 | 1 | 0.00% | 0.06% | 0.24% | Q3 2017 | Q3 2021 | 15 |
One Charles Private Wealth Services, LLC | 12 | 3 | 1.50% | 2.32% | 4.10% | Q4 2019 | Q3 2023 | 15 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 14 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
First Bank & Trust | 13 | 2 | 0.03% | 0.06% | 0.07% | Q2 2019 | Q3 2023 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 4.64% | 6.04% | 6.98% | Q1 2020 | Q3 2023 | 15 |
VESTOR CAPITAL, LLC | 15 | 15 | 0.02% | 1.40% | 1.97% | Q3 2016 | Q1 2020 | 15 |
WOLVERINE ASSET MANAGEMENT LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2019 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.34% | 0.43% | 0.51% | Q1 2018 | Q2 2023 | 15 |
Prestige Wealth Management Group LLC | 15 | 15 | 0.01% | 4.72% | 8.08% | Q1 2020 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.08% | 0.15% | 0.21% | Q4 2019 | Q3 2023 | 15 |
Enterprise Bank & Trust Co | 14 | 1 | 0.10% | 0.15% | 0.20% | Q4 2019 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.99% | 1.68% | 3.27% | Q4 2019 | Q3 2023 | 15 |
SCOTIA CAPITAL INC. | 15 | 15 | 0.06% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Petix & Botte Co | 12 | 3 | 2.50% | 3.87% | 5.20% | Q4 2019 | Q3 2023 | 15 |
Clark Capital Management Group, Inc. | 7 | 2 | 0.00% | 0.12% | 0.64% | Q1 2015 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Wealthspire Advisors, LLC | 15 | 15 | 0.18% | 0.63% | 1.43% | Q1 2020 | Q3 2023 | 15 |
Harborview Advisors, LLC | 11 | 4 | 0.15% | 0.22% | 0.27% | Q4 2017 | Q3 2021 | 15 |
Portland Global Advisors LLC | 12 | 3 | 0.04% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 15 |
TOBIAS FINANCIAL ADVISORS, INC. | 8 | 7 | 5.49% | 7.32% | 9.14% | Q4 2019 | Q3 2023 | 15 |
CABOT WEALTH MANAGEMENT INC | 15 | 15 | 0.08% | 0.42% | 0.65% | Q3 2013 | Q1 2017 | 15 |
Epstein & White Financial LLC | 15 | 15 | 0.13% | 0.20% | 0.28% | Q4 2017 | Q2 2021 | 15 |
KELLEHER FINANCIAL ADVISORS | 15 | 15 | 0.34% | 0.79% | 1.87% | Q1 2020 | Q3 2023 | 15 |
CVA Family Office, LLC | 15 | 15 | 0.03% | 0.14% | 0.36% | Q1 2020 | Q3 2023 | 15 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2021 | 15 |
Kalos Management, Inc. | 8 | 1 | 0.01% | 0.11% | 0.27% | Q4 2015 | Q2 2023 | 15 |
WEALTH ADVISORS, INC. | 15 | 15 | 0.34% | 0.37% | 0.41% | Q1 2020 | Q3 2023 | 15 |
SENTINEL PENSION ADVISORS INC | 15 | 15 | 0.77% | 1.55% | 2.50% | Q1 2020 | Q3 2023 | 15 |
AUA CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.11% | 0.57% | 0.90% | Q1 2020 | Q3 2023 | 15 |
TMD & ASSOCIATES, INC | 15 | 15 | 2.72% | 9.79% | 15.71% | Q4 2015 | Q2 2019 | 15 |
Peregrine Asset Advisers, Inc. | 14 | 1 | 0.05% | 0.16% | 0.53% | Q3 2018 | Q3 2022 | 15 |
Austin Private Wealth, LLC | 14 | 1 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.16% | 0.45% | 0.86% | Q2 2016 | Q4 2019 | 15 |
Realta Investment Advisors | 11 | 4 | 0.01% | 0.54% | 1.05% | Q1 2019 | Q3 2023 | 15 |
QCI ASSET MANAGEMENT INC/NY | 13 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2020 | 15 |
LGL PARTNERS, LLC | 15 | 15 | 0.35% | 0.52% | 0.85% | Q2 2017 | Q4 2020 | 15 |
KFA Private Wealth Group, LLC | 13 | 2 | 0.21% | 0.29% | 0.53% | Q4 2019 | Q3 2023 | 15 |
Cooper Financial Group | 14 | 1 | 0.06% | 0.13% | 0.27% | Q4 2018 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.09% | 0.21% | 0.32% | Q1 2020 | Q3 2023 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 2 | 0.15% | 0.34% | 0.58% | Q4 2019 | Q3 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.14% | 0.26% | 0.47% | Q1 2020 | Q3 2023 | 15 |
ST GERMAIN D J CO INC | 12 | 3 | 0.04% | 0.06% | 0.14% | Q1 2020 | Q4 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.58% | 0.70% | 0.81% | Q1 2020 | Q3 2023 | 15 |
GenWealth Group, Inc. | 14 | 1 | 0.08% | 7.47% | 9.31% | Q4 2019 | Q3 2023 | 15 |
RIVERSEDGE ADVISORS, LLC | 12 | 3 | 0.08% | 1.73% | 4.92% | Q2 2019 | Q3 2023 | 15 |
Financial Sense Advisors, Inc. | 9 | 1 | 0.09% | 0.44% | 0.95% | Q4 2015 | Q2 2023 | 15 |
ARQ WEALTH ADVISORS, LLC | 15 | 15 | 0.42% | 0.59% | 0.78% | Q1 2020 | Q3 2023 | 15 |
Wind River Trust Co | 15 | 15 | 1.59% | 3.64% | 5.40% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.28% | 0.86% | 1.24% | Q2 2013 | Q4 2016 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.39% | 1.07% | 1.84% | Q4 2019 | Q3 2023 | 15 |
WBH ADVISORY INC | 12 | 3 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 15 |
Heritage Trust Co | 11 | 1 | 0.01% | 0.07% | 0.23% | Q1 2017 | Q4 2021 | 15 |
LexAurum Advisors, LLC | 14 | 1 | 0.08% | 0.20% | 0.30% | Q4 2018 | Q3 2022 | 15 |
Ferris Capital, LLC | 10 | 5 | 0.02% | 0.88% | 10.62% | Q1 2018 | Q1 2022 | 15 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 15 | 15 | 0.79% | 3.03% | 4.94% | Q1 2020 | Q3 2023 | 15 |
Strategic Family Wealth Counselors, L.L.C. | 15 | 15 | 0.20% | 0.33% | 0.97% | Q1 2020 | Q3 2023 | 15 |
Platte River Wealth Advisors, LLC | 14 | 1 | 0.88% | 4.25% | 5.19% | Q4 2019 | Q3 2023 | 15 |
Clearshares LLC | 9 | 2 | 3.91% | 4.45% | 5.09% | Q4 2017 | Q4 2021 | 15 |
Foundations Investment Advisors, LLC | 8 | 3 | 0.05% | 1.60% | 7.95% | Q1 2019 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
VICUS CAPITAL | 14 | 14 | 0.40% | 0.59% | 0.81% | Q2 2020 | Q3 2023 | 14 |
Axiom Investment Management LLC | 13 | 1 | 0.04% | 0.88% | 1.45% | Q4 2018 | Q3 2022 | 14 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 14 | 14 | 0.21% | 0.25% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Stillwater Capital Advisors, LLC | 6 | 1 | 0.04% | 0.09% | 0.43% | Q2 2013 | Q2 2022 | 14 |
LifePro Asset Management | 14 | 14 | 0.14% | 1.99% | 3.41% | Q2 2020 | Q3 2023 | 14 |
Northwest Bancshares, Inc. | 14 | 14 | 0.23% | 0.35% | 0.45% | Q2 2020 | Q3 2023 | 14 |
CATALYST PRIVATE WEALTH, LLC | 14 | 14 | 1.15% | 1.86% | 2.99% | Q3 2020 | Q4 2023 | 14 |
Concert Wealth Management Inc. | 7 | 7 | 0.05% | 0.08% | 0.11% | Q2 2013 | Q4 2016 | 14 |
Joel Isaacson & Co., LLC | 14 | 14 | 0.05% | 0.38% | 0.84% | Q2 2020 | Q3 2023 | 14 |
Halpern Financial, Inc. | 14 | 14 | 0.05% | 0.12% | 0.49% | Q2 2020 | Q3 2023 | 14 |
Milestone Advisory Partners | 14 | 14 | 1.52% | 2.82% | 5.44% | Q2 2020 | Q3 2023 | 14 |
SMITH, MOORE & CO. | 10 | 4 | 0.06% | 0.26% | 0.56% | Q4 2017 | Q3 2023 | 14 |
FundX Investment Group, LLC | 8 | 1 | 0.37% | 7.02% | 19.56% | Q4 2014 | Q4 2021 | 14 |
Apriem Advisors | 4 | 1 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 14 |
Vision Capital Management, Inc. | 14 | 14 | 0.07% | 0.07% | 0.08% | Q1 2020 | Q2 2023 | 14 |
Southern Wealth Management, LLP | 14 | 14 | 3.34% | 9.12% | 14.96% | Q4 2019 | Q1 2023 | 14 |
PFS INVESTMENTS INC. | 12 | 2 | 0.26% | 0.96% | 6.74% | Q4 2017 | Q2 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.62% | 0.97% | 1.67% | Q4 2019 | Q3 2023 | 14 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 7 | 1 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q4 2020 | 14 |
AMG National Trust Bank | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
People's United Financial, Inc. | 12 | 2 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2022 | 14 |
Ruggie Capital Group | 12 | 2 | 0.04% | 0.27% | 0.39% | Q2 2015 | Q4 2018 | 14 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14 | 14 | 0.01% | 0.49% | 0.92% | Q2 2020 | Q3 2023 | 14 |
HERON FINANCIAL GROUP, LLC | 12 | 2 | 4.39% | 4.97% | 5.53% | Q4 2019 | Q2 2023 | 14 |
Maryland Capital Management | 14 | 14 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q3 2022 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.19% | 0.23% | 0.30% | Q2 2020 | Q3 2023 | 14 |
AdvicePeriod, LLC | 12 | 2 | 0.22% | 0.49% | 0.80% | Q4 2017 | Q2 2021 | 14 |
Aprio Wealth Management, LLC | 10 | 4 | 0.21% | 0.47% | 0.84% | Q4 2019 | Q3 2023 | 14 |
Zions Bancorporation | 13 | 1 | 0.41% | 0.51% | 0.74% | Q1 2015 | Q3 2018 | 14 |
River Wealth Advisors LLC | 11 | 3 | 0.02% | 0.05% | 0.07% | Q2 2018 | Q2 2023 | 14 |
Stokes & Hubbell Capital Management, LLC | 14 | 14 | 0.11% | 0.53% | 0.94% | Q4 2015 | Q1 2019 | 14 |
St. Louis Trust Co | 14 | 14 | 0.29% | 0.95% | 2.83% | Q2 2020 | Q3 2023 | 14 |
Key FInancial Inc | 13 | 1 | 0.14% | 0.24% | 0.42% | Q1 2020 | Q3 2023 | 14 |
XML Financial, LLC | 14 | 14 | 0.06% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Glenview Trust Co | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
BCS Wealth Management | 7 | 1 | 0.68% | 0.92% | 1.06% | Q4 2019 | Q3 2023 | 14 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 14 | 14 | 0.14% | 0.34% | 0.58% | Q2 2020 | Q3 2023 | 14 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 13 | 1 | 0.01% | 0.13% | 0.58% | Q4 2014 | Q3 2019 | 14 |
TBH Global Asset Management, LLC | 14 | 14 | 0.38% | 0.58% | 0.74% | Q2 2020 | Q3 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 1.32% | 1.75% | 2.27% | Q1 2017 | Q2 2020 | 14 |
Weaver Consulting Group | 14 | 14 | 0.02% | 0.10% | 0.18% | Q1 2019 | Q2 2022 | 14 |
SHUFRO ROSE & CO LLC | 13 | 1 | 0.19% | 0.24% | 0.27% | Q1 2016 | Q1 2020 | 14 |
Berman Capital Advisors, LLC | 10 | 4 | 0.07% | 0.39% | 1.93% | Q4 2017 | Q3 2021 | 14 |
ADIRONDACK TRUST CO | 14 | 14 | 0.49% | 0.61% | 0.68% | Q2 2020 | Q3 2023 | 14 |
Arkos Global Advisors | 14 | 14 | 0.13% | 0.19% | 0.30% | Q2 2020 | Q3 2023 | 14 |
PATTEN & PATTEN INC/TN | 12 | 2 | 0.02% | 0.07% | 0.11% | Q3 2019 | Q3 2023 | 14 |
DAGCO, INC. | 14 | 14 | 0.80% | 3.74% | 8.52% | Q2 2020 | Q3 2023 | 14 |
Insight Wealth Strategies, LLC | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Prime Capital Investment Advisors, LLC | 10 | 4 | 0.03% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 14 |
Angeles Investment Advisors, LLC | 14 | 14 | 0.04% | 0.41% | 1.62% | Q2 2020 | Q3 2023 | 14 |
New England Investment & Retirement Group, Inc. | 13 | 1 | 0.02% | 1.43% | 2.42% | Q4 2014 | Q1 2020 | 14 |
Boston Trust Walden Corp | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
RAND WEALTH, LLC | 14 | 14 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2016 | 14 |
Richard Bernstein Advisors LLC | 10 | 4 | 0.00% | 0.44% | 2.33% | Q1 2015 | Q4 2018 | 14 |
Meridian Wealth Advisors, LLC | 13 | 13 | 0.13% | 0.20% | 0.31% | Q3 2020 | Q3 2023 | 13 |
McLean Asset Management Corp | 13 | 13 | 0.08% | 0.19% | 0.31% | Q4 2020 | Q4 2023 | 13 |
ICONIQ Capital, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q2 2016 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2022 | 13 |
Daniels&Tansey,LLP | 13 | 13 | 3.77% | 4.43% | 5.23% | Q3 2020 | Q3 2023 | 13 |
Crescent Grove Advisors, LLC | 13 | 13 | 0.03% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
MBE Wealth Management, LLC | 12 | 1 | 0.15% | 0.19% | 0.22% | Q1 2020 | Q3 2023 | 13 |
Joseph P. Lucia & Associates, LLC | 7 | 6 | 0.02% | 0.12% | 0.16% | Q1 2019 | Q2 2022 | 13 |
Single Point Partners, LLC | 6 | 1 | 0.12% | 0.37% | 0.75% | Q4 2019 | Q3 2023 | 13 |
McQueen, Ball & Associates Inc. | 13 | 13 | 0.61% | 0.77% | 0.95% | Q4 2015 | Q4 2018 | 13 |
Affinity Capital Advisors, LLC | 12 | 1 | 0.17% | 6.34% | 8.36% | Q4 2019 | Q3 2023 | 13 |
First Pacific Financial | 13 | 13 | 5.41% | 7.13% | 7.95% | Q3 2020 | Q3 2023 | 13 |
D'Orazio & Associates, Inc. | 12 | 1 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 13 |
Truadvice, LLC | 13 | 13 | 0.76% | 2.30% | 5.23% | Q3 2020 | Q3 2023 | 13 |
Choate Investment Advisors | 13 | 13 | 0.01% | 0.06% | 0.15% | Q3 2020 | Q3 2023 | 13 |
FIDUCIARY TRUST CO | 13 | 13 | 0.00% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Sonora Investment Management, LLC | 12 | 1 | 0.01% | 0.05% | 0.09% | Q3 2015 | Q3 2021 | 13 |
HORIZON FINANCIAL SERVICES, LLC | 13 | 13 | 0.28% | 3.09% | 10.25% | Q3 2020 | Q3 2023 | 13 |
Jackson Wealth Management, LLC | 4 | 1 | 0.06% | 1.02% | 3.08% | Q1 2015 | Q2 2023 | 13 |
CIBC WORLD MARKET INC. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 13 |
Laidlaw Wealth Management LLC | 8 | 5 | 0.23% | 0.54% | 0.67% | Q4 2019 | Q3 2023 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 2.30% | 3.06% | 3.71% | Q4 2018 | Q4 2021 | 13 |
FOUNDERS FINANCIAL SECURITIES LLC | 10 | 3 | 0.05% | 1.52% | 7.73% | Q3 2017 | Q3 2023 | 13 |
Bridgewater Wealth & Financial Management, LLC | 13 | 13 | 0.08% | 0.10% | 0.12% | Q4 2014 | Q4 2017 | 13 |
Horizon Investment Services, LLC | 13 | 13 | 0.14% | 0.33% | 0.43% | Q3 2020 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.28% | 0.42% | 0.56% | Q2 2013 | Q2 2016 | 13 |
Capital Directions Investment Advisors, LLC | 7 | 6 | 0.04% | 0.12% | 0.36% | Q4 2018 | Q4 2022 | 13 |
KANAWHA CAPITAL MANAGEMENT LLC | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Linscomb & Williams, Inc. | 13 | 13 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Colorado Capital Management, Inc. | 13 | 13 | 0.18% | 0.19% | 0.20% | Q4 2016 | Q4 2019 | 13 |
Lindbrook Capital, LLC | 11 | 1 | 0.00% | 0.54% | 1.03% | Q4 2018 | Q3 2023 | 13 |
GPS Wealth Strategies Group, LLC | 13 | 13 | 0.53% | 0.77% | 1.07% | Q3 2020 | Q3 2023 | 13 |
CYPRESS CAPITAL MANAGEMENT LLC | 13 | 13 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q3 2022 | 13 |
Cornell Pochily Investment Advisors, Inc. | 13 | 13 | 0.15% | 0.29% | 0.40% | Q3 2020 | Q3 2023 | 13 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.43% | 0.57% | 0.65% | Q2 2013 | Q2 2016 | 13 |
MYCIO WEALTH PARTNERS, LLC | 13 | 13 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q4 2019 | 13 |
NewSquare Capital LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2023 | 13 |
Shoker Investment Counsel, Inc. | 13 | 13 | 0.11% | 0.14% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Lokken Investment Group LLC | 12 | 1 | 4.88% | 6.39% | 7.65% | Q1 2012 | Q3 2023 | 13 |
Oxbow Advisors, LLC | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Providence Capital Advisors, LLC | 7 | 1 | 0.00% | 0.11% | 0.30% | Q3 2018 | Q3 2023 | 13 |
Procyon Advisors, LLC | 10 | 3 | 0.06% | 4.09% | 7.02% | Q4 2019 | Q3 2023 | 13 |
Independence Bank of Kentucky | 13 | 13 | 0.16% | 0.19% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Exchange Capital Management, Inc. | 10 | 3 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2018 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.17% | 0.45% | 0.95% | Q3 2020 | Q3 2023 | 13 |
Perennial Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2021 | 13 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 13 | 13 | 0.16% | 0.18% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Clarity Wealth Advisors, LLC | 9 | 4 | 0.13% | 0.21% | 0.37% | Q1 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.03% | 0.07% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.07% | 0.12% | 0.23% | Q3 2020 | Q3 2023 | 13 |
HBW ADVISORY SERVICES LLC | 13 | 13 | 0.08% | 0.24% | 0.54% | Q3 2020 | Q3 2023 | 13 |
SIGMA INVESTMENT COUNSELORS INC | 8 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 13 |
Global Trust Asset Management, LLC | 11 | 1 | 0.00% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.79% | 0.94% | 1.05% | Q3 2020 | Q3 2023 | 13 |
BlackRock Investment Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 13 |
DAVIDSON & GARRARD INC | 8 | 2 | 0.05% | 0.34% | 0.82% | Q2 2013 | Q3 2017 | 13 |
NORTHSTAR WEALTH PARTNERS LLC | 11 | 2 | 0.19% | 1.44% | 2.21% | Q1 2017 | Q3 2020 | 13 |
Winslow Capital Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.38% | 0.55% | 0.74% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 1.49% | 1.76% | 2.13% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.19% | 0.25% | 0.34% | Q3 2020 | Q3 2023 | 13 |
Pointe Capital Management LLC | 12 | 1 | 0.20% | 0.28% | 0.46% | Q4 2016 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.57% | 1.21% | 2.14% | Q4 2020 | Q4 2023 | 13 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.93% | 1.37% | 1.81% | Q4 2020 | Q3 2023 | 12 |
Sandbox Financial Partners, LLC | 12 | 12 | 4.64% | 8.26% | 11.10% | Q4 2020 | Q3 2023 | 12 |
Colonial Trust Advisors | 12 | 12 | 0.03% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.13% | 0.19% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Red Wave Investments LLC | 12 | 12 | 0.83% | 1.17% | 1.74% | Q4 2020 | Q3 2023 | 12 |
Newton One Investments LLC | 12 | 12 | 6.82% | 7.83% | 8.76% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.04% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 1.25% | 1.64% | 2.00% | Q4 2020 | Q3 2023 | 12 |
First Personal Financial Services | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2022 | 12 |
MJP ASSOCIATES INC /ADV | 12 | 12 | 0.38% | 0.87% | 1.60% | Q4 2020 | Q3 2023 | 12 |
COREPATH WEALTH PARTNERS LLC | 12 | 12 | 0.31% | 0.42% | 0.63% | Q4 2020 | Q3 2023 | 12 |
C M BIDWELL & ASSOCIATES LTD | 12 | 12 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Avory & Company, LLC | 12 | 12 | 2.69% | 12.93% | 19.60% | Q4 2020 | Q3 2023 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.32% | 0.64% | 1.22% | Q4 2020 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 1.29% | 2.44% | 4.93% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.66% | 0.72% | 0.82% | Q4 2018 | Q3 2021 | 12 |
ECLECTIC ASSOCIATES INC /ADV | 12 | 12 | 1.16% | 1.79% | 2.46% | Q4 2020 | Q3 2023 | 12 |
Atlas Private Wealth Management, LLC | 10 | 2 | 0.04% | 0.13% | 0.16% | Q4 2019 | Q2 2023 | 12 |
Cohen Investment Advisors LLC | 12 | 12 | 0.45% | 0.52% | 0.65% | Q4 2020 | Q3 2023 | 12 |
Syverson Strege & Co | 12 | 12 | 0.20% | 0.39% | 0.66% | Q4 2020 | Q3 2023 | 12 |
Interchange Capital Partners, LLC | 12 | 12 | 0.31% | 0.77% | 1.69% | Q4 2020 | Q3 2023 | 12 |
Quantitative Advantage, LLC | 10 | 2 | 0.48% | 4.25% | 8.75% | Q1 2014 | Q3 2017 | 12 |
B. Riley Financial, Inc. | 12 | 12 | 0.09% | 0.52% | 1.58% | Q4 2015 | Q3 2018 | 12 |
FIRST NATIONAL BANK SIOUX FALLS | 12 | 12 | 0.54% | 0.89% | 1.45% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.03% | 0.05% | 0.14% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
ATTICUS WEALTH MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.06% | 0.15% | Q4 2020 | Q3 2023 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 0.13% | 0.16% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 1.01% | 1.41% | 2.04% | Q4 2020 | Q3 2023 | 12 |
Wealth Management Partners, LLC | 12 | 12 | 0.26% | 0.32% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 4.09% | 4.77% | 5.12% | Q4 2020 | Q3 2023 | 12 |
HOEY INVESTMENTS, INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Onyx Bridge Wealth Group LLC | 12 | 12 | 0.78% | 4.61% | 13.70% | Q4 2020 | Q3 2023 | 12 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 6 | 1 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.34% | 0.41% | 0.53% | Q4 2020 | Q3 2023 | 12 |
BOURGEON CAPITAL MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Bath Savings Trust Co | 12 | 12 | 0.61% | 0.68% | 0.79% | Q4 2020 | Q3 2023 | 12 |
Veery Capital, LLC | 12 | 12 | 8.13% | 8.71% | 9.40% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.34% | 0.52% | 0.97% | Q4 2020 | Q3 2023 | 12 |
Radnor Financial Advisors, LLC | 12 | 12 | 7.91% | 10.37% | 12.38% | Q4 2019 | Q3 2022 | 12 |
RGT Wealth Advisors, LLC | 4 | 1 | 0.04% | 0.10% | 0.20% | Q4 2016 | Q3 2022 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 0.30% | 0.64% | 0.77% | Q4 2020 | Q3 2023 | 12 |
Granger Management LLC | 12 | 12 | 0.07% | 0.15% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Abacus Wealth Partners, LLC | 12 | 12 | 0.09% | 0.32% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Phoenix Wealth Advisors | 12 | 12 | 0.12% | 0.24% | 0.39% | Q4 2020 | Q3 2023 | 12 |
BREMER TRUST NATIONAL ASSOCIATION | 12 | 12 | 0.08% | 0.16% | 0.67% | Q1 2016 | Q4 2018 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 0.03% | 0.17% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Bordeaux Wealth Advisors LLC | 12 | 12 | 0.56% | 0.95% | 1.64% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2016 | 12 |
WADE G W & INC | 7 | 1 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 12 |
Concorde Asset Management, LLC | 11 | 1 | 0.31% | 0.45% | 0.79% | Q4 2016 | Q4 2019 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.13% | 0.83% | 2.72% | Q4 2020 | Q3 2023 | 12 |
Capital Planning LLC | 12 | 12 | 0.15% | 0.39% | 0.69% | Q4 2020 | Q3 2023 | 12 |
Curran Financial Partners, LLC | 12 | 12 | 1.70% | 4.96% | 8.67% | Q4 2020 | Q3 2023 | 12 |
SMITH CHAS P & ASSOCIATES PA CPAS | 7 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q2 2023 | 12 |
FWL INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.20% | 0.24% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Fairhaven Wealth Management, LLC | 10 | 2 | 0.12% | 0.19% | 0.25% | Q3 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.64% | 0.81% | 0.92% | Q4 2020 | Q3 2023 | 12 |
Orin Green Financial, LLC | 12 | 12 | 0.85% | 1.55% | 2.33% | Q4 2020 | Q3 2023 | 12 |
RMR Wealth Builders | 9 | 3 | 0.03% | 5.39% | 8.95% | Q3 2020 | Q3 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.03% | 0.13% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Ziegler Capital Management, LLC | 9 | 1 | 0.01% | 0.13% | 0.79% | Q1 2020 | Q3 2023 | 12 |
YHB Investment Advisors, Inc. | 12 | 12 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Clean Yield Group | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Solstein Capital, LLC | 12 | 12 | 0.09% | 0.18% | 0.30% | Q4 2020 | Q3 2023 | 12 |
TruWealth Advisors, LLC | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.14% | 0.23% | 0.33% | Q4 2020 | Q3 2023 | 12 |
BRINKER CAPITAL INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2020 | 12 |
Lubar & Co., Inc | 9 | 3 | 1.37% | 5.37% | 12.43% | Q2 2014 | Q3 2017 | 12 |
Van Leeuwen & Company, LLC | 10 | 2 | 0.23% | 1.45% | 5.66% | Q3 2018 | Q4 2022 | 12 |
ADE, LLC | 12 | 12 | 0.89% | 1.22% | 1.45% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.20% | 0.38% | 1.16% | Q4 2020 | Q3 2023 | 12 |
Wharton Business Group, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q2 2020 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 2.11% | 3.28% | 4.78% | Q4 2020 | Q3 2023 | 12 |
Hemington Wealth Management | 12 | 12 | 0.18% | 0.22% | 0.27% | Q4 2020 | Q3 2023 | 12 |
AAF Wealth Management, LLC | 12 | 12 | 0.27% | 0.33% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 12 | 12 | 0.15% | 0.39% | 0.82% | Q4 2020 | Q3 2023 | 12 |
Acorn Wealth Advisors, LLC | 6 | 3 | 0.01% | 0.14% | 0.21% | Q4 2017 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.20% | 0.53% | 2.05% | Q4 2020 | Q3 2023 | 12 |
Financial Network Wealth Management LLC | 12 | 12 | 0.32% | 0.51% | 0.83% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Modera Wealth Management, LLC | 12 | 12 | 4.08% | 5.42% | 7.56% | Q4 2020 | Q3 2023 | 12 |
Ironwood Investment Counsel, LLC | 8 | 1 | 0.06% | 0.14% | 0.21% | Q1 2019 | Q4 2022 | 12 |
Fullen Financial Group | 12 | 12 | 3.90% | 4.20% | 5.06% | Q2 2020 | Q1 2023 | 12 |
Harbor Group, Inc. | 12 | 12 | 0.51% | 0.73% | 0.99% | Q4 2020 | Q3 2023 | 12 |
FormulaFolio Investments, LLC | 7 | 5 | 0.01% | 0.09% | 0.32% | Q2 2018 | Q2 2021 | 12 |
Tillar-Wenstrup Advisors, LLC | 12 | 12 | 1.00% | 6.08% | 13.70% | Q1 2020 | Q4 2022 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 2.07% | 2.28% | 2.61% | Q4 2020 | Q3 2023 | 12 |
ADVISOR PARTNERS LLC | 12 | 12 | 0.03% | 0.12% | 0.20% | Q3 2019 | Q2 2022 | 12 |
STOCK YARDS BANK & TRUST CO | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Mezzasalma Advisors, LLC | 12 | 12 | 0.15% | 0.17% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Falcon Wealth Planning | 12 | 12 | 7.10% | 8.16% | 9.16% | Q4 2020 | Q3 2023 | 12 |
Compass Advisory Group LLC | 12 | 12 | 0.17% | 0.41% | 0.67% | Q4 2020 | Q3 2023 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.16% | 0.28% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.29% | 0.44% | 0.62% | Q4 2020 | Q3 2023 | 12 |
M&R CAPITAL MANAGEMENT INC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2023 | 12 |
Madison Wealth Partners, Inc | 12 | 12 | 1.03% | 1.16% | 1.31% | Q4 2020 | Q3 2023 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 0.84% | 1.05% | 1.22% | Q4 2020 | Q3 2023 | 12 |
EWG Elevate Inc. | 10 | 1 | 0.07% | 0.56% | 1.50% | Q4 2019 | Q3 2023 | 12 |
Brown Advisory Securities, LLC | 12 | 12 | 0.06% | 0.21% | 0.71% | Q1 2017 | Q4 2019 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.20% | 0.28% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 3.75% | 5.26% | 6.41% | Q4 2020 | Q3 2023 | 12 |
Holloway Wealth Management, LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q1 2022 | 12 |
IVC Wealth Advisors LLC | 12 | 12 | 8.29% | 8.97% | 10.37% | Q4 2020 | Q3 2023 | 12 |
Edmonds Duncan Registered Investment Advisors, LLC | 12 | 12 | 0.79% | 1.04% | 1.93% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL MANAGEMENT NETWORK INC | 12 | 12 | 0.10% | 0.16% | 0.27% | Q4 2020 | Q3 2023 | 12 |
ANDERSON HOAGLAND & CO | 12 | 12 | 0.38% | 1.23% | 3.07% | Q4 2020 | Q3 2023 | 12 |
Wealthfront Advisers LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 12 |
Safir Wealth Advisors, LLC | 12 | 12 | 8.37% | 9.14% | 10.37% | Q4 2020 | Q3 2023 | 12 |
Covington Capital Management | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.25% | 0.36% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.07% | 0.47% | 0.99% | Q4 2020 | Q3 2023 | 12 |
MCDONALD PARTNERS LLC | 12 | 12 | 0.07% | 0.19% | 0.26% | Q4 2020 | Q3 2023 | 12 |
SigFig Wealth Management, LLC | 12 | 12 | 0.02% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.26% | 0.37% | 0.53% | Q4 2020 | Q3 2023 | 12 |
Riverview Trust Co | 9 | 3 | 0.01% | 0.03% | 0.14% | Q4 2019 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.77% | 0.89% | 1.04% | Q4 2020 | Q3 2023 | 12 |
Greenhouse Wealth Management, LLC | 12 | 12 | 0.55% | 0.88% | 1.24% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.11% | 0.13% | 0.15% | Q4 2020 | Q3 2023 | 12 |
IBERIABANK CORP | 12 | 12 | 0.06% | 0.14% | 0.29% | Q3 2017 | Q2 2020 | 12 |
Center For Asset Management LLC | 12 | 12 | 0.50% | 1.81% | 3.97% | Q4 2020 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.16% | 0.94% | 1.58% | Q2 2020 | Q1 2023 | 12 |
Wealth Quarterback LLC | 5 | 1 | 0.14% | 0.21% | 0.33% | Q1 1987 | Q3 2023 | 11 |
CITY HOLDING CO | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Aurora Private Wealth, Inc. | 6 | 5 | 0.48% | 0.65% | 1.01% | Q4 2019 | Q3 2022 | 11 |
Trexquant Investment LP | 7 | 1 | 0.01% | 0.09% | 0.27% | Q3 2019 | Q3 2023 | 11 |
Farmers National Bank | 9 | 2 | 0.04% | 0.08% | 0.10% | Q2 2016 | Q2 2019 | 11 |
PBMares Wealth Management LLC | 11 | 11 | 0.09% | 0.16% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Total Clarity Wealth Management, Inc. | 11 | 11 | 0.08% | 0.56% | 1.02% | Q4 2019 | Q2 2022 | 11 |
AIMZ Investment Advisors, LLC | 8 | 1 | 0.08% | 0.23% | 0.34% | Q1 2018 | Q3 2023 | 11 |
Systematic Alpha Investments, LLC | 11 | 11 | 1.18% | 1.69% | 1.95% | Q1 2021 | Q3 2023 | 11 |
COMERICA SECURITIES INC | 11 | 11 | 0.16% | 0.64% | 0.97% | Q2 2016 | Q4 2018 | 11 |
Jaffetilchin Investment Partners, LLC | 11 | 11 | 0.03% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 11 |
WEST BANCORPORATION INC | 4 | 3 | 0.02% | 0.26% | 1.25% | Q4 2019 | Q3 2023 | 11 |
Adero Partners, LLC | 8 | 3 | 0.02% | 0.06% | 0.20% | Q4 2020 | Q3 2023 | 11 |
TRADITION CAPITAL MANAGEMENT LLC | 8 | 3 | 0.28% | 0.41% | 0.58% | Q1 2016 | Q1 2019 | 11 |
Northstar Advisory Group, LLC | 8 | 3 | 0.54% | 0.63% | 0.92% | Q4 2020 | Q3 2023 | 11 |
Pinnacle Family Advisors, LLC | 5 | 1 | 0.10% | 0.82% | 3.37% | Q2 2017 | Q3 2023 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.01% | 0.60% | 1.15% | Q1 2019 | Q3 2021 | 11 |
TrueWealth Advisors, LLC | 11 | 11 | 0.26% | 0.44% | 0.60% | Q1 2021 | Q3 2023 | 11 |
PDS Planning, Inc | 11 | 11 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
AF Advisors, Inc. | 6 | 1 | 0.13% | 0.20% | 0.30% | Q2 2020 | Q3 2023 | 11 |
SPINNAKER TRUST | 9 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 11 |
PALLADIUM PARTNERS LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 11 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Navalign, LLC | 11 | 11 | 0.29% | 0.48% | 0.71% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 2.68% | 3.64% | 4.20% | Q4 2020 | Q3 2023 | 11 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 7 | 4 | 0.01% | 0.24% | 0.48% | Q2 2019 | Q1 2023 | 11 |
TOMPKINS FINANCIAL CORP | 9 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Mascoma Wealth Management LLC | 9 | 2 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 11 |
IBBOTSON ASSOCIATES INC | 11 | 11 | 5.95% | 10.15% | 14.90% | Q2 2013 | Q4 2015 | 11 |
Grandview Asset Management LLC | 6 | 1 | 0.25% | 0.83% | 1.19% | Q2 2020 | Q3 2023 | 11 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 7 | 1 | 0.10% | 2.24% | 3.65% | Q1 2020 | Q3 2023 | 11 |
SIMMONS FIRST TRUST CO NA | 11 | 11 | 0.78% | 2.12% | 3.87% | Q2 2013 | Q4 2015 | 11 |
Charles Schwab Trust Co | 11 | 11 | 0.04% | 0.09% | 0.17% | Q3 2019 | Q1 2022 | 11 |
Keudell/Morrison Wealth Management | 11 | 11 | 0.09% | 0.66% | 4.58% | Q1 2021 | Q3 2023 | 11 |
tru Independence LLC | 9 | 1 | 0.05% | 0.16% | 0.90% | Q4 2019 | Q3 2023 | 11 |
Ten Capital Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q2 2023 | 11 |
Sageworth Trust Co | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.12% | 4.43% | 9.59% | Q4 2020 | Q4 2023 | 11 |
New England Private Wealth Advisors LLC | 7 | 4 | 0.04% | 0.08% | 0.18% | Q4 2020 | Q3 2023 | 11 |
Signature Financial Management, Inc. | 11 | 11 | 0.09% | 0.22% | 0.32% | Q2 2016 | Q4 2018 | 11 |
Legacy Advisors, LLC | 11 | 11 | 0.01% | 0.12% | 0.32% | Q4 2016 | Q2 2019 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.08% | 0.54% | Q4 2020 | Q2 2023 | 11 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 11 |
KENNICOTT CAPITAL MANAGEMENT LLC | 11 | 11 | 6.23% | 7.09% | 7.93% | Q1 2021 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.05% | 0.18% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Allegheny Financial Group LTD | 10 | 1 | 0.16% | 0.27% | 0.43% | Q4 2020 | Q3 2023 | 11 |
Cornerstone Wealth Advisors, Inc. | 11 | 11 | 7.45% | 8.56% | 9.57% | Q1 2021 | Q3 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 11 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 5 | 1 | 4.77% | 6.93% | 9.97% | Q2 2020 | Q3 2023 | 11 |
PROVIDA PENSION FUND ADMINISTRATOR | 11 | 11 | 0.04% | 0.63% | 1.70% | Q2 2020 | Q4 2022 | 11 |
Meristem Family Wealth, LLC | 11 | 11 | 0.08% | 0.12% | 0.15% | Q3 2019 | Q1 2022 | 11 |
Strategic Blueprint, LLC | 10 | 1 | 0.01% | 0.70% | 2.00% | Q3 2019 | Q3 2023 | 11 |
Merriman Wealth Management, LLC | 7 | 4 | 0.02% | 0.36% | 0.80% | Q1 2019 | Q4 2021 | 11 |
55I, LLC | 11 | 11 | 0.11% | 0.31% | 1.36% | Q1 2020 | Q3 2022 | 11 |
Old North State Trust, LLC | 7 | 4 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q2 2021 | 11 |
Rollins Financial | 8 | 3 | 0.08% | 0.23% | 0.51% | Q4 2020 | Q3 2023 | 11 |
WestHill Financial Advisors, Inc. | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Wealthstreet Investment Advisors, LLC | 7 | 4 | 0.02% | 0.78% | 2.65% | Q1 2019 | Q1 2022 | 11 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 | 1 | 0.03% | 0.91% | 2.55% | Q2 2018 | Q3 2023 | 11 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Poehling Capital Management, INC. | 9 | 2 | 0.07% | 0.35% | 0.46% | Q4 2017 | Q2 2021 | 11 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10 | 1 | 1.93% | 3.11% | 3.71% | Q4 2020 | Q3 2023 | 11 |
Old Port Advisors | 10 | 1 | 0.10% | 0.18% | 0.26% | Q4 2020 | Q3 2023 | 11 |
Mount Yale Investment Advisors, LLC | 11 | 11 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Twin Lakes Capital Management, LLC | 6 | 5 | 0.60% | 0.67% | 0.75% | Q4 2020 | Q3 2023 | 11 |
3D/L Capital Management, LLC | 11 | 11 | 0.19% | 0.43% | 0.57% | Q1 2021 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.75% | 1.23% | 2.29% | Q4 2018 | Q2 2021 | 11 |
Centric Wealth Management | 7 | 1 | 0.08% | 0.27% | 0.43% | Q4 2018 | Q3 2023 | 11 |
Ellsworth Advisors, LLC | 11 | 11 | 0.13% | 0.17% | 0.25% | Q1 2021 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 2.61% | 3.28% | 4.96% | Q4 2020 | Q2 2023 | 11 |
Community Financial Services Group, LLC | 7 | 1 | 0.06% | 0.08% | 0.08% | Q2 2013 | Q3 2023 | 11 |
DHJJ Financial Advisors, Ltd. | 6 | 5 | 0.12% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 11 |
Latitude Advisors, LLC | 6 | 5 | 0.13% | 0.19% | 0.27% | Q4 2020 | Q3 2023 | 11 |
First PREMIER Bank | 11 | 11 | 0.30% | 0.49% | 0.71% | Q1 2021 | Q3 2023 | 11 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 10 | 10 | 0.08% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Weitzel Financial Services, Inc. | 7 | 3 | 0.04% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 10 |
DDD Partners, LLC | 6 | 2 | 0.04% | 0.19% | 0.54% | Q4 2017 | Q3 2023 | 10 |
Edge Wealth Management LLC | 9 | 1 | 0.00% | 0.02% | 0.18% | Q1 2016 | Q4 2021 | 10 |
Pinion Investment Advisors, LLC | 10 | 10 | 0.55% | 1.81% | 4.11% | Q2 2021 | Q3 2023 | 10 |
HARBOR ADVISORY CORP /MA/ | 7 | 3 | 0.08% | 0.16% | 0.26% | Q4 2020 | Q3 2023 | 10 |
CABANA LLC | 4 | 1 | 0.01% | 5.34% | 27.38% | Q4 2017 | Q4 2021 | 10 |
Lehman & Derafelo Financial Resources LLC | 8 | 2 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2022 | 10 |
Howard Capital Management Inc. | 9 | 1 | 0.05% | 0.83% | 3.63% | Q3 2019 | Q3 2023 | 10 |
Pekin Hardy Strauss, Inc. | 7 | 1 | 0.03% | 0.05% | 0.07% | Q4 2014 | Q3 2023 | 10 |
MTC Wealth Management LLC | 8 | 2 | 0.00% | 1.20% | 1.64% | Q1 2021 | Q3 2023 | 10 |
Redhawk Wealth Advisors, Inc. | 7 | 1 | 0.02% | 0.16% | 0.28% | Q2 2019 | Q3 2023 | 10 |
PECAUT & CO. | 10 | 10 | 0.05% | 0.37% | 0.56% | Q2 2021 | Q3 2023 | 10 |
Frisch Financial Group, Inc. | 10 | 10 | 0.09% | 0.11% | 0.15% | Q4 2020 | Q1 2023 | 10 |
US FINANCIAL ADVISORS, LLC | 6 | 4 | 0.03% | 0.71% | 2.41% | Q3 2015 | Q1 2022 | 10 |
Vivaldi Capital Management LP | 7 | 3 | 0.05% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 10 |
Triumph Capital Management | 10 | 10 | 0.19% | 0.30% | 0.52% | Q2 2021 | Q3 2023 | 10 |
GSB Wealth Management, LLC | 8 | 2 | 0.07% | 0.10% | 0.13% | Q1 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.04% | 0.07% | 0.28% | Q2 2013 | Q3 2015 | 10 |
FAIRFIELD, BUSH & CO. | 5 | 1 | 0.05% | 0.11% | 0.14% | Q4 2017 | Q2 2023 | 10 |
Concord Wealth Partners | 4 | 3 | 0.01% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.08% | 0.11% | 0.12% | Q4 2015 | Q1 2018 | 10 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.01% | 0.05% | 0.12% | Q1 2018 | Q2 2023 | 10 |
MKD WEALTH COACHES, LLC | 7 | 3 | 0.02% | 0.41% | 0.67% | Q4 2018 | Q4 2021 | 10 |
MinichMacGregor Wealth Management, LLC | 6 | 1 | 0.02% | 0.03% | 0.08% | Q1 2016 | Q4 2022 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NSI Retail Advisors, LLC | 10 | 10 | 11.43% | 14.28% | 17.86% | Q2 2021 | Q3 2023 | 10 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.02% | 0.10% | 0.26% | Q4 2016 | Q2 2023 | 10 |
Princeton Global Asset Management LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q1 2021 | 10 |
NOESIS CAPITAL MANGEMENT CORP | 10 | 10 | 0.07% | 0.14% | 0.20% | Q2 2021 | Q3 2023 | 10 |
IFG Advisors, LLC | 10 | 10 | 0.19% | 0.21% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Huber Financial Advisors, LLC | 10 | 10 | 0.20% | 0.25% | 0.32% | Q4 2017 | Q1 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.37% | 0.55% | 0.80% | Q1 2021 | Q3 2023 | 10 |
CSM Advisors, LLC | 10 | 10 | 5.34% | 6.04% | 6.80% | Q2 2021 | Q3 2023 | 10 |
Vista Private Wealth Partners. LLC | 6 | 1 | 0.10% | 1.19% | 1.87% | Q4 2020 | Q3 2023 | 10 |
GeoWealth Management, LLC | 6 | 1 | 0.00% | 1.08% | 4.21% | Q3 2019 | Q3 2023 | 10 |
Elevated Capital Advisors, LLC | 5 | 1 | 1.29% | 1.84% | 2.68% | Q1 2019 | Q3 2023 | 10 |
MAGNOLIA CAPITAL ADVISORS LLC | 4 | 1 | 0.07% | 1.96% | 5.70% | Q4 2019 | Q2 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q2 2022 | 10 |
Tri-Star Advisors Inc. | 10 | 10 | 0.13% | 0.27% | 0.45% | Q2 2020 | Q3 2022 | 10 |
BAILARD, INC. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
IAG Wealth Partners, LLC | 10 | 10 | 0.02% | 1.39% | 3.89% | Q2 2021 | Q3 2023 | 10 |
ACAS, LLC | 6 | 4 | 1.62% | 2.42% | 3.04% | Q1 2021 | Q3 2023 | 10 |
CIBC BANK USA | 8 | 2 | 0.03% | 0.04% | 0.06% | Q2 2017 | Q4 2019 | 10 |
Balentine LLC | 10 | 10 | 0.01% | 2.58% | 8.40% | Q2 2021 | Q3 2023 | 10 |
Fortress Wealth Group, LLC | 10 | 10 | 6.96% | 8.59% | 10.45% | Q2 2021 | Q3 2023 | 10 |
CAMBRIDGE TRUST CO | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.18% | 0.23% | 0.31% | Q2 2021 | Q3 2023 | 10 |
FIRST CITIZENS BANK & TRUST CO | 9 | 1 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 10 |
MOTIVE WEALTH ADVISORS | 10 | 10 | 0.26% | 1.28% | 3.69% | Q2 2021 | Q3 2023 | 10 |
Apollon Wealth Management, LLC | 9 | 1 | 0.03% | 0.06% | 0.12% | Q2 2020 | Q3 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.44% | 3.32% | 7.53% | Q4 2020 | Q1 2023 | 10 |
Grove Bank & Trust | 7 | 3 | 0.01% | 0.13% | 0.26% | Q4 2015 | Q3 2023 | 10 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 7 | 3 | 0.10% | 0.13% | 0.28% | Q3 2020 | Q3 2023 | 10 |
Professional Financial Advisors, LLC | 9 | 1 | 0.02% | 0.13% | 1.08% | Q4 2019 | Q3 2022 | 10 |
First Bancorp, Inc /ME/ | 9 | 1 | 0.44% | 0.56% | 0.71% | Q1 2021 | Q3 2023 | 10 |
Winthrop Advisory Group LLC | 8 | 1 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 10 |
CONGRESS ASSET MANAGEMENT CO /MA | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.12% | Q4 2019 | Q3 2023 | 10 |
SVB Investment Services Inc. | 10 | 10 | 0.48% | 0.61% | 0.72% | Q4 2019 | Q1 2022 | 10 |
Accurate Wealth Management, LLC | 10 | 10 | 0.24% | 0.63% | 0.86% | Q2 2021 | Q3 2023 | 10 |
Sowa Financial Group, Inc. | 10 | 10 | 0.12% | 0.14% | 0.18% | Q4 2019 | Q1 2022 | 10 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.08% | 0.21% | 0.60% | Q3 2021 | Q3 2023 | 9 |
High Note Wealth, LLC | 6 | 3 | 0.08% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 9 |
Affiance Financial, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 9 |
Tenret Co LLC | 9 | 9 | 8.04% | 10.72% | 12.86% | Q2 2021 | Q2 2023 | 9 |
Pure Financial Advisors, LLC | 8 | 1 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q4 2023 | 9 |
Octavia Wealth Advisors, LLC | 9 | 9 | 2.54% | 3.08% | 3.90% | Q3 2021 | Q3 2023 | 9 |
Stewardship Financial Advisors, LLC | 7 | 1 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q1 2021 | 9 |
Stratos Investment Management, LLC | 9 | 9 | 2.06% | 2.39% | 2.99% | Q3 2021 | Q3 2023 | 9 |
Facet Wealth, Inc. | 5 | 4 | 0.01% | 0.04% | 0.15% | Q2 2021 | Q3 2023 | 9 |
BAKER BOYER NATIONAL BANK | 8 | 1 | 0.77% | 1.32% | 1.71% | Q2 2021 | Q3 2023 | 9 |
Colonial River Wealth Management, LLC | 8 | 1 | 0.17% | 0.34% | 0.43% | Q2 2021 | Q3 2023 | 9 |
VECTOR WEALTH MANAGEMENT, LLC | 9 | 9 | 0.39% | 2.96% | 4.21% | Q4 2014 | Q4 2016 | 9 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.08% | 0.37% | Q2 2018 | Q3 2023 | 9 |
Wolff Financial Management LLC | 6 | 1 | 0.13% | 3.29% | 9.85% | Q4 2020 | Q3 2023 | 9 |
Sovereign Financial Group, Inc. | 9 | 9 | 0.12% | 2.26% | 4.28% | Q3 2021 | Q3 2023 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.13% | 0.18% | 0.23% | Q3 2021 | Q3 2023 | 9 |
VALENTINE VENTURES LLC | 9 | 9 | 0.35% | 0.41% | 0.53% | Q4 2014 | Q4 2016 | 9 |
Delos Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Spire Wealth Management | 7 | 2 | 0.15% | 0.17% | 0.21% | Q2 2021 | Q3 2023 | 9 |
Foresight Wealth Management, LLC | 7 | 2 | 0.08% | 0.64% | 1.32% | Q4 2018 | Q3 2022 | 9 |
O'Dell Group, LLC | 9 | 9 | 0.04% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.55% | 0.78% | 1.04% | Q3 2021 | Q3 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.19% | 0.23% | 0.29% | Q3 2021 | Q3 2023 | 9 |
Bromfield Sneider Wealth Advisors | 9 | 9 | 19.56% | 23.98% | 32.84% | Q4 2021 | Q4 2023 | 9 |
Sabal Trust CO | 9 | 9 | 0.04% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Element Wealth, LLC | 6 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Hayden Royal, LLC | 6 | 1 | 0.13% | 0.54% | 0.89% | Q4 2018 | Q2 2021 | 9 |
EFG Asset Management (Americas) Corp. | 8 | 1 | 0.01% | 0.27% | 0.42% | Q3 2016 | Q4 2018 | 9 |
Lloyd Advisory Services, LLC. | 9 | 9 | 0.00% | 0.54% | 1.62% | Q1 2020 | Q1 2022 | 9 |
Lucia Wealth Services, LLC | 7 | 2 | 0.02% | 0.09% | 0.18% | Q2 2018 | Q3 2020 | 9 |
FCG ADVISORS, LLC | 8 | 1 | 0.05% | 0.13% | 0.15% | Q1 2018 | Q3 2020 | 9 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 9 |
VILLERE ST DENIS J & CO LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q4 2016 | 9 |
Shorepoint Capital Partners LLC | 9 | 9 | 0.06% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.12% | 0.14% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Allegis Investment Advisors, LLC | 9 | 9 | 0.09% | 0.61% | 1.37% | Q4 2015 | Q4 2017 | 9 |
Oxinas Partners Wealth Management LLC | 6 | 3 | 0.15% | 0.17% | 0.20% | Q4 2020 | Q3 2023 | 9 |
AEGON USA Investment Management, LLC | 9 | 9 | 0.92% | 2.29% | 3.46% | Q2 2013 | Q2 2015 | 9 |
TMD Wealth Management, LLC | 9 | 9 | 0.08% | 8.45% | 14.34% | Q3 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.06% | 0.13% | Q2 2021 | Q3 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.04% | 0.13% | 0.31% | Q4 2019 | Q3 2023 | 9 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 9 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 8 | 1 | 0.02% | 0.10% | 0.16% | Q3 2020 | Q3 2023 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.65% | 0.83% | 1.05% | Q4 2021 | Q4 2023 | 9 |
Horizon Investments, LLC | 3 | 1 | 0.01% | 3.32% | 14.10% | Q3 2015 | Q3 2023 | 9 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.03% | 0.08% | 0.17% | Q4 2020 | Q3 2023 | 9 |
True North Advisors, LLC | 9 | 9 | 0.09% | 0.15% | 0.25% | Q3 2020 | Q3 2022 | 9 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 9 | 9 | 0.12% | 0.44% | 1.01% | Q3 2021 | Q3 2023 | 9 |
American Money Management, LLC | 9 | 9 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
ATLAS CAPITAL ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Bellwether Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Opes Wealth Management LLC | 7 | 2 | 0.06% | 0.09% | 0.11% | Q3 2020 | Q3 2023 | 9 |
B&D White Capital Company, LLC | 6 | 3 | 0.09% | 4.83% | 11.34% | Q4 2020 | Q3 2023 | 9 |
LBJ Family Wealth Advisors, Ltd. | 6 | 3 | 0.13% | 0.92% | 7.11% | Q2 2021 | Q4 2023 | 9 |
CFS Investment Advisory Services, LLC | 5 | 1 | 0.58% | 3.52% | 8.53% | Q4 2020 | Q3 2023 | 9 |
Wealthstar Advisors, LLC | 9 | 9 | 0.14% | 0.17% | 0.20% | Q3 2021 | Q3 2023 | 9 |
LEO BROKERAGE, LLC | 5 | 2 | 0.66% | 1.99% | 3.42% | Q3 2020 | Q2 2023 | 9 |
Walkner Condon Financial Advisors LLC | 6 | 3 | 0.13% | 0.21% | 0.30% | Q1 2021 | Q3 2023 | 9 |
BNP PARIBAS FINANCIAL MARKETS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 9 | 9 | 0.02% | 0.04% | 0.16% | Q1 2016 | Q1 2018 | 9 |
Birch Hill Investment Advisors LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2020 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.20% | 0.64% | 1.32% | Q2 2013 | Q2 2015 | 9 |
MAIRS & POWER INC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Pinnacle Summer Investments, Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q4 2015 | 9 |
Vectors Research Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 9 |
Financial Insights, Inc. | 6 | 1 | 0.12% | 1.71% | 4.94% | Q2 2020 | Q3 2023 | 9 |
McAlister, Sweet & Associates, Inc. | 9 | 9 | 7.07% | 9.60% | 11.40% | Q4 2021 | Q4 2023 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q2 2020 | 9 |
Newman & Schimel, LLC | 9 | 9 | 0.17% | 0.68% | 1.31% | Q4 2020 | Q4 2022 | 9 |
Dentgroup LLC | 9 | 9 | 5.38% | 6.46% | 8.61% | Q4 2021 | Q4 2023 | 9 |
Avant Capital LLC | 8 | 8 | 1.39% | 1.63% | 2.00% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 3.51% | 4.24% | 4.91% | Q4 2021 | Q3 2023 | 8 |
INTRUST BANK NA | 8 | 8 | 2.54% | 3.07% | 4.71% | Q2 2014 | Q1 2016 | 8 |
BOSTON ADVISORS LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 8 |
MITCHELL CAPITAL MANAGEMENT CO | 5 | 3 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 8 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q1 2021 | 8 |
NORRIS PERNE & FRENCH LLP/MI | 8 | 8 | 0.22% | 0.28% | 0.32% | Q4 2021 | Q3 2023 | 8 |
AMUNDI ASSET MANAGEMENT US, INC. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 8 |
SENTINEL TRUST CO LBA | 3 | 2 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.06% | 0.19% | 0.31% | Q2 2013 | Q1 2015 | 8 |
MONETARY MANAGEMENT GROUP INC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
VAN DEN BERG MANAGEMENT I, INC | 4 | 4 | 0.04% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 8 |
HOLDERNESS INVESTMENTS CO | 8 | 8 | 0.07% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 8 | 8 | 0.01% | 0.05% | 0.07% | Q4 2017 | Q3 2019 | 8 |
CIM, LLC | 7 | 1 | 0.04% | 0.05% | 0.10% | Q4 2019 | Q1 2022 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.00% | 0.01% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Rodgers Brothers Inc. | 8 | 8 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
RS CRUM INC. | 8 | 8 | 0.64% | 0.91% | 1.52% | Q4 2021 | Q3 2023 | 8 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.07% | 0.25% | Q2 2016 | Q1 2018 | 8 |
Migdal Insurance & Financial Holdings Ltd. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.09% | 0.47% | Q3 2015 | Q4 2020 | 8 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2013 | Q4 2014 | 8 |
First Allied Asset Management, Inc. | 8 | 8 | 0.45% | 0.73% | 1.14% | Q2 2013 | Q1 2015 | 8 |
Virtu Financial LLC | 3 | 1 | 0.03% | 0.21% | 0.78% | Q1 2016 | Q1 2019 | 8 |
Advance Capital Management, Inc. | 8 | 8 | 0.18% | 0.30% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Mariner Wealth Advisors-Cincinnati, LLC | 7 | 1 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q3 2018 | 8 |
Rather & Kittrell, Inc. | 8 | 8 | 0.11% | 0.22% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Columbia Asset Management | 6 | 2 | 0.08% | 0.20% | 0.35% | Q3 2021 | Q3 2023 | 8 |
Abacus Planning Group, Inc. | 7 | 1 | 0.09% | 0.10% | 0.11% | Q4 2019 | Q4 2021 | 8 |
WINTON GROUP Ltd | 3 | 2 | 0.05% | 0.22% | 0.45% | Q3 2020 | Q3 2023 | 8 |
Pillar Wealth Advisors, LLC | 8 | 8 | 0.24% | 0.28% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Private Advisory Group LLC | 8 | 8 | 0.05% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Integrated Wealth Management | 4 | 4 | 0.06% | 0.11% | 0.23% | Q1 2015 | Q1 2017 | 8 |
Moisand Fitzgerald Tamayo, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 8 |
Prostatis Group LLC | 5 | 1 | 0.55% | 4.94% | 12.93% | Q3 2020 | Q2 2023 | 8 |
Curtis Advisory Group, LLC | 8 | 8 | 0.07% | 0.23% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Horan Securities, Inc. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2022 | 8 |
Faithward Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NVWM, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2023 | 8 |
Conservest Capital Advisors, Inc. | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.08% | 0.23% | 0.32% | Q1 2017 | Q4 2018 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.98% | 2.12% | 3.50% | Q4 2021 | Q3 2023 | 8 |
Sequoia Wealth Management, LLC | 8 | 8 | 0.54% | 0.86% | 1.97% | Q4 2017 | Q3 2019 | 8 |
Leeward Financial Partners, LLC | 8 | 8 | 3.94% | 4.73% | 6.18% | Q4 2021 | Q3 2023 | 8 |
Heritage Financial Services, LLC | 8 | 8 | 0.23% | 0.48% | 1.04% | Q4 2021 | Q3 2023 | 8 |
PRW Wealth Management LLC | 2 | 1 | 0.07% | 1.89% | 9.11% | Q4 2018 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.03% | 0.08% | 0.11% | Q2 2021 | Q1 2023 | 8 |
TOWNSQUARE CAPITAL LLC | 5 | 1 | 0.01% | 0.13% | 0.49% | Q2 2021 | Q3 2023 | 8 |
Occidental Asset Management, LLC | 6 | 2 | 0.06% | 0.21% | 0.71% | Q3 2021 | Q3 2023 | 8 |
Golden State Wealth Management, LLC | 4 | 1 | 0.06% | 0.07% | 0.10% | Q1 2019 | Q1 2022 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q3 2021 | 8 |
Blueprint Investment Partners LLC | 8 | 8 | 0.84% | 1.19% | 1.70% | Q4 2021 | Q3 2023 | 8 |
Capital Square, LLC | 8 | 8 | 0.44% | 0.69% | 0.88% | Q4 2019 | Q3 2021 | 8 |
Beacon Financial Advisory LLC | 5 | 3 | 0.14% | 0.20% | 0.37% | Q3 2021 | Q3 2023 | 8 |
Investors Financial Group, LLC | 7 | 1 | 0.24% | 0.44% | 0.60% | Q4 2019 | Q4 2021 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.04% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.23% | 0.54% | 0.90% | Q4 2021 | Q3 2023 | 8 |
TI-TRUST, INC | 8 | 8 | 0.36% | 0.47% | 0.71% | Q4 2021 | Q3 2023 | 8 |
BHF RG Capital Inc. | 8 | 8 | 0.42% | 0.45% | 0.50% | Q4 2019 | Q3 2021 | 8 |
HBC Financial Services, PLLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.19% | 0.21% | 0.22% | Q4 2019 | Q3 2021 | 8 |
Flower City Capital | 8 | 8 | 0.39% | 0.50% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.40% | 0.70% | 0.92% | Q4 2021 | Q3 2023 | 8 |
Trinity Financial Advisors LLC | 5 | 1 | 0.26% | 0.38% | 0.56% | Q4 2020 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q3 2023 | 8 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.24% | 0.43% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.64% | 1.05% | 1.24% | Q4 2021 | Q3 2023 | 8 |
WFA of San Diego, LLC | 6 | 2 | 0.06% | 0.21% | 0.36% | Q3 2021 | Q3 2023 | 8 |
MY Wealth Management Inc. | 8 | 8 | 0.26% | 0.32% | 0.39% | Q4 2021 | Q3 2023 | 8 |
WIPFLI FINANCIAL ADVISORS LLC, | 8 | 8 | 0.07% | 0.25% | 0.66% | Q4 2020 | Q3 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 2.26% | 8.76% | 14.01% | Q4 2021 | Q3 2023 | 8 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 6 | 2 | 0.12% | 0.28% | 0.51% | Q4 2020 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.08% | 0.09% | 0.12% | Q3 2020 | Q2 2022 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 0.70% | 0.92% | 1.23% | Q4 2021 | Q3 2023 | 8 |
Foster Group, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 8 |
Crestone Asset Management LLC | 6 | 2 | 0.11% | 0.24% | 0.65% | Q4 2015 | Q1 2020 | 8 |
Boyd Wealth Management, LLC | 8 | 8 | 0.55% | 0.77% | 0.99% | Q4 2021 | Q3 2023 | 8 |
Round Rock Advisors, LLC | 8 | 8 | 0.27% | 0.32% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Alamar Capital Management, LLC | 6 | 2 | 0.16% | 0.23% | 0.26% | Q4 2020 | Q3 2023 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.85% | 1.86% | 2.50% | Q4 2021 | Q3 2023 | 8 |
ENCOMPASS WEALTH ADVISORS, LLC | 8 | 8 | 0.08% | 0.11% | 0.23% | Q4 2020 | Q3 2022 | 8 |
Canvas Wealth Advisors, LLC | 8 | 8 | 0.34% | 2.51% | 4.50% | Q4 2021 | Q3 2023 | 8 |
Gitterman Wealth Management, LLC | 8 | 8 | 0.11% | 1.31% | 3.65% | Q1 2021 | Q4 2022 | 8 |
Level Financial Advisors, Inc. | 8 | 8 | 0.28% | 0.37% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 5.81% | 6.93% | 7.69% | Q4 2021 | Q3 2023 | 8 |
Activest Wealth Management | 6 | 1 | 0.00% | 0.04% | 0.14% | Q1 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 2.00% | 2.19% | 2.52% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Atlantic Private Wealth, LLC | 8 | 8 | 0.62% | 0.69% | 0.90% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Helen Stephens Group, LLC | 8 | 8 | 1.02% | 1.54% | 2.54% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.22% | 0.28% | 0.43% | Q1 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.77% | 1.02% | 1.37% | Q4 2021 | Q3 2023 | 8 |
Agate Pass Investment Management, LLC | 6 | 2 | 0.16% | 0.54% | 1.31% | Q4 2021 | Q4 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.25% | 0.52% | 0.99% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.02% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
INTEGRAL INVESTMENT ADVISORS, INC. | 8 | 8 | 2.87% | 3.25% | 4.79% | Q4 2021 | Q3 2023 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 1.65% | 1.96% | 2.27% | Q4 2021 | Q3 2023 | 8 |
DOPKINS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.31% | 1.81% | 3.67% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.06% | 0.15% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 3.10% | 4.38% | 6.34% | Q4 2021 | Q3 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.32% | 0.35% | 0.44% | Q4 2021 | Q3 2023 | 8 |
White Knight Strategic Wealth Advisors, LLC | 8 | 8 | 1.67% | 1.80% | 1.86% | Q4 2021 | Q3 2023 | 8 |
Scott Capital Advisors, LLC | 8 | 8 | 2.95% | 9.07% | 10.94% | Q4 2021 | Q3 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.25% | 0.39% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Bowman & Co S.C. | 8 | 8 | 0.18% | 0.22% | 0.28% | Q4 2021 | Q3 2023 | 8 |
MAS Advisors LLC | 8 | 8 | 1.67% | 2.84% | 3.84% | Q4 2021 | Q3 2023 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 12.00% | 13.67% | 15.43% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.94% | 1.72% | 2.48% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.65% | 3.98% | 7.43% | Q4 2021 | Q3 2023 | 8 |
Von Berge Wealth Management Group, LLC | 8 | 8 | 5.32% | 6.07% | 6.97% | Q4 2021 | Q3 2023 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 5.44% | 6.26% | 8.53% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.10% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.66% | 1.02% | 1.85% | Q4 2021 | Q3 2023 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 2.18% | 2.80% | 3.47% | Q4 2021 | Q3 2023 | 8 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 8 | 8 | 1.72% | 2.54% | 3.42% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 2.55% | 3.25% | 4.30% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 12.46% | 13.39% | 14.70% | Q4 2021 | Q3 2023 | 8 |
SFG Wealth Management, LLC. | 8 | 8 | 0.42% | 0.63% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.01% | 0.10% | 0.55% | Q4 2021 | Q3 2023 | 8 |
SOUTHERN CAPITAL ADVISORS, LLC | 8 | 8 | 0.66% | 0.76% | 0.90% | Q4 2021 | Q3 2023 | 8 |
Insight Inv LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.39% | 0.62% | 1.08% | Q4 2021 | Q3 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.13% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
HILL ISLAND FINANCIAL LLC | 8 | 8 | 5.72% | 7.46% | 8.15% | Q4 2021 | Q3 2023 | 8 |
DENVER WEALTH MANAGEMENT, INC. | 6 | 1 | 0.30% | 0.43% | 0.64% | Q1 2021 | Q3 2023 | 8 |
WEALTHSPAN PARTNERS, LLC | 8 | 8 | 13.06% | 15.08% | 17.26% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.48% | 0.58% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 0.67% | 0.75% | 0.90% | Q4 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 4.44% | 4.98% | 5.72% | Q4 2021 | Q3 2023 | 8 |
First International Bank & Trust | 8 | 8 | 0.14% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 8 |
DRAVO BAY LLC | 8 | 8 | 3.04% | 4.30% | 4.69% | Q4 2021 | Q3 2023 | 8 |
Prosperity Consulting Group, LLC | 8 | 8 | 0.25% | 0.29% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Axiom Advisory, LLC | 8 | 8 | 15.99% | 22.01% | 25.66% | Q4 2021 | Q3 2023 | 8 |
Horizon Family Wealth, Inc. | 8 | 8 | 7.46% | 9.58% | 12.13% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.69% | 0.78% | 0.84% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.39% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Spinnaker Investment Group, LLC | 8 | 8 | 0.71% | 1.86% | 4.53% | Q4 2021 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 0.22% | 0.29% | 0.38% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.22% | 0.27% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Intergy Private Wealth, LLC | 8 | 8 | 2.30% | 2.77% | 3.15% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Financial Futures Ltd Liability Co. | 8 | 8 | 0.34% | 0.44% | 0.71% | Q4 2021 | Q3 2023 | 8 |
Family CFO Inc | 8 | 8 | 2.04% | 2.57% | 3.52% | Q4 2021 | Q3 2023 | 8 |
Vantage Financial Partners, LLC | 8 | 8 | 0.36% | 0.48% | 0.63% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.04% | 0.06% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 0.15% | 0.21% | 0.37% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 0.19% | 0.24% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 1.14% | 1.24% | 1.34% | Q4 2021 | Q3 2023 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 0.26% | 0.39% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.82% | 1.00% | 1.17% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.24% | 0.52% | 0.76% | Q4 2021 | Q3 2023 | 8 |
Mason & Associates Inc | 8 | 8 | 0.09% | 1.00% | 7.26% | Q4 2021 | Q3 2023 | 8 |
Leo H. Evart, Inc. | 8 | 8 | 4.82% | 5.31% | 5.63% | Q4 2021 | Q3 2023 | 8 |
Greenspring Advisors, LLC | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 8 | 8 | 0.23% | 0.27% | 0.29% | Q4 2021 | Q3 2023 | 8 |
TRIAD FINANCIAL ADVISORS, INC. | 8 | 8 | 0.28% | 0.47% | 0.88% | Q4 2021 | Q3 2023 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 0.29% | 0.40% | 0.51% | Q4 2021 | Q3 2023 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 10.35% | 11.59% | 13.68% | Q4 2021 | Q3 2023 | 8 |
W ADVISORS, LLC | 8 | 8 | 0.38% | 0.48% | 0.58% | Q4 2021 | Q3 2023 | 8 |
SUTTON PLACE INVESTORS LLC | 8 | 8 | 1.13% | 1.50% | 2.31% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 1.85% | 2.12% | 2.49% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 5.09% | 5.95% | 6.73% | Q4 2021 | Q3 2023 | 8 |
Hofer & Associates. Inc | 8 | 8 | 5.41% | 6.25% | 7.14% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.40% | 0.67% | 1.05% | Q4 2021 | Q3 2023 | 8 |
Riverview Capital Advisers, LLC | 8 | 8 | 2.06% | 2.39% | 2.76% | Q4 2021 | Q3 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.35% | 0.50% | 0.60% | Q4 2021 | Q3 2023 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.31% | 0.42% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Rockwood Wealth Management, LLC | 8 | 8 | 0.24% | 0.47% | 0.88% | Q4 2021 | Q3 2023 | 8 |
FINANCIAL ADVISORY PARTNERS, LLC | 8 | 8 | 7.76% | 8.60% | 9.47% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Morton Capital Management LLC/CA | 8 | 8 | 0.13% | 0.17% | 0.24% | Q4 2021 | Q3 2023 | 8 |
OLD NATIONAL BANCORP /IN/ | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 8 |
CANANDAIGUA NATIONAL CORP | 8 | 8 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q1 2022 | 8 |
SouthState Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.08% | 0.09% | 0.11% | Q2 2013 | Q1 2015 | 8 |
CONTINENTAL INVESTORS SERVICES, INC. | 8 | 8 | 0.89% | 0.97% | 1.06% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
EASTERLY INVESTMENT PARTNERS LLC | 6 | 1 | 0.11% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 7 |
Houlihan Financial Resource Group, Ltd. | 3 | 1 | 1.21% | 1.34% | 1.50% | Q4 2019 | Q3 2023 | 7 |
WealthCare Investment Partners, LLC | 7 | 7 | 0.40% | 0.45% | 0.53% | Q1 2022 | Q3 2023 | 7 |
Hilltop Holdings Inc. | 5 | 1 | 0.05% | 0.34% | 0.90% | Q2 2015 | Q3 2023 | 7 |
WEALTHFRONT Corp | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.46% | 0.91% | 1.14% | Q1 2022 | Q3 2023 | 7 |
Huntington Steele LLC | 7 | 7 | 0.94% | 0.95% | 0.98% | Q2 2013 | Q4 2014 | 7 |
Safeguard Investment Advisory Group, LLC | 5 | 1 | 0.09% | 0.14% | 0.16% | Q4 2020 | Q2 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.09% | 0.18% | 0.32% | Q1 2022 | Q3 2023 | 7 |
CIDEL ASSET MANAGEMENT INC | 7 | 7 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q2 2020 | 7 |
ASB Consultores, LLC | 6 | 1 | 1.32% | 2.54% | 4.54% | Q4 2021 | Q3 2023 | 7 |
NOVARE CAPITAL MANAGEMENT LLC | 7 | 7 | 0.15% | 0.17% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Geneva Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2017 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.24% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.38% | 0.47% | 0.66% | Q1 2022 | Q3 2023 | 7 |
CUE ADVISORY SERVICES, INC. | 7 | 7 | 0.38% | 0.74% | 0.92% | Q1 2017 | Q3 2018 | 7 |
First Command Advisory Services, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2021 | 7 |
JACOBSON & SCHMITT ADVISORS, LLC | 7 | 7 | 1.08% | 1.39% | 1.53% | Q4 2014 | Q2 2016 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.11% | 0.14% | 0.15% | Q1 2022 | Q3 2023 | 7 |
JB Capital LLC | 4 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 7 |
Kavar Capital Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2019 | 7 |
BancFirst Trust & Investment Management | 6 | 1 | 0.15% | 0.18% | 0.22% | Q1 2022 | Q4 2023 | 7 |
Alley Investment Management Company, LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Schiavi & Co LLC | 6 | 1 | 0.08% | 0.18% | 0.20% | Q4 2020 | Q2 2023 | 7 |
Castle Rock Wealth Management, LLC | 7 | 7 | 0.09% | 0.25% | 0.67% | Q4 2020 | Q2 2022 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.08% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Bangor Savings Bank | 6 | 1 | 0.01% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 7 |
Curi Wealth Management, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Gratus Capital, LLC | 7 | 7 | 1.18% | 4.29% | 7.64% | Q1 2022 | Q3 2023 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 1.10% | 1.44% | 2.34% | Q1 2022 | Q3 2023 | 7 |
BRADLEY FOSTER & SARGENT INC/CT | 5 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.32% | 0.47% | 0.89% | Q3 2019 | Q1 2021 | 7 |
Willis Johnson & Associates, Inc. | 7 | 7 | 0.47% | 0.67% | 0.84% | Q1 2022 | Q3 2023 | 7 |
ZACKS INVESTMENT MANAGEMENT | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
First Long Island Investors, LLC | 7 | 7 | 0.04% | 0.07% | 0.15% | Q3 2018 | Q1 2020 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 2.20% | 2.55% | 3.15% | Q1 2022 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.11% | 0.12% | 0.12% | Q4 2019 | Q2 2021 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.68% | 0.99% | 1.67% | Q1 2022 | Q3 2023 | 7 |
Safeguard Financial, LLC | 7 | 7 | 13.09% | 20.02% | 24.70% | Q1 2022 | Q3 2023 | 7 |
Ledge Wealth Management, Inc. | 7 | 7 | 0.13% | 3.05% | 7.24% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 1.13% | 1.24% | 1.42% | Q1 2022 | Q3 2023 | 7 |
Crewe Advisors LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 13.59% | 17.06% | 20.14% | Q4 2021 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.66% | 0.70% | 0.76% | Q1 2022 | Q3 2023 | 7 |
Wambolt & Associates, LLC | 4 | 3 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 7 |
Pacific Center for Financial Services | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
BOENNING & SCATTERGOOD, INC. | 7 | 7 | 0.04% | 0.07% | 0.08% | Q2 2021 | Q4 2022 | 7 |
LAKE STREET ADVISORS GROUP, LLC | 7 | 7 | 0.06% | 0.07% | 0.09% | Q4 2019 | Q2 2021 | 7 |
Advisors Preferred, LLC | 5 | 1 | 0.43% | 2.33% | 7.71% | Q1 2014 | Q1 2022 | 7 |
PROFFITT & GOODSON INC | 7 | 7 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Investments & Financial Planning, LLC | 4 | 3 | 0.99% | 1.11% | 1.17% | Q4 2021 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 7 |
New Perspectives, Inc | 7 | 7 | 0.30% | 0.36% | 0.41% | Q2 2021 | Q4 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.26% | 0.28% | 0.29% | Q2 2020 | Q4 2021 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.56% | 0.73% | 1.27% | Q1 2022 | Q3 2023 | 7 |
Covenant Multifamily Offices, LLC | 4 | 1 | 0.05% | 0.16% | 0.30% | Q4 2013 | Q3 2021 | 7 |
RVW Wealth, LLC | 7 | 7 | 0.07% | 0.17% | 0.32% | Q2 2022 | Q4 2023 | 7 |
ACIMA PRIVATE WEALTH, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 7 |
Lineweaver Wealth Advisors, LLC | 5 | 2 | 0.07% | 0.08% | 0.13% | Q1 2021 | Q2 2023 | 7 |
PYA Waltman Capital, LLC | 4 | 3 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2022 | 7 |
Savior LLC | 7 | 7 | 0.07% | 0.14% | 0.20% | Q4 2019 | Q2 2021 | 7 |
Financial Management Professionals, Inc. | 6 | 1 | 0.00% | 2.22% | 9.47% | Q1 2020 | Q3 2022 | 7 |
Advocacy Wealth Management Services, LLC | 3 | 2 | 0.11% | 0.55% | 1.96% | Q2 2013 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 7 |
SkyOak Wealth, LLC | 6 | 1 | 0.08% | 0.23% | 0.30% | Q4 2019 | Q3 2023 | 7 |
EVERMAY WEALTH MANAGEMENT LLC | 7 | 7 | 0.36% | 0.42% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 6.35% | 8.68% | 13.67% | Q4 2021 | Q2 2023 | 7 |
PFG Private Wealth Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.04% | 0.07% | 0.16% | Q2 2013 | Q4 2014 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.06% | 0.10% | 0.17% | Q1 2021 | Q4 2022 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2021 | 7 |
Cadent Capital Advisors, LLC | 7 | 7 | 0.12% | 0.14% | 0.15% | Q4 2020 | Q2 2022 | 7 |
SFE Investment Counsel | 7 | 7 | 0.08% | 0.16% | 0.24% | Q2 2013 | Q4 2014 | 7 |
Schoolcraft Capital LLC | 6 | 1 | 0.08% | 0.12% | 0.19% | Q1 2020 | Q1 2022 | 7 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Advisor OS, LLC | 6 | 1 | 0.07% | 0.30% | 0.93% | Q2 2020 | Q3 2023 | 7 |
Crown Wealth Group, LLC | 7 | 7 | 0.88% | 1.01% | 1.24% | Q1 2022 | Q3 2023 | 7 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q3 2020 | Q1 2022 | 7 |
MKT Advisors LLC | 4 | 3 | 0.16% | 0.27% | 0.38% | Q4 2021 | Q3 2023 | 7 |
Landsberg, Bennett, & Dubbaneh LLC | 7 | 7 | 0.88% | 1.08% | 1.23% | Q4 2018 | Q2 2020 | 7 |
Peterson Wealth Services | 7 | 7 | 0.94% | 2.06% | 6.73% | Q4 2021 | Q2 2023 | 7 |
Legacy Financial Advisors, Inc. | 5 | 1 | 0.05% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 7 |
McClarren Financial Advisors, Inc. | 6 | 1 | 0.04% | 0.09% | 0.15% | Q4 2020 | Q3 2022 | 7 |
GIRARD SECURITIES, INC. | 7 | 7 | 0.31% | 0.46% | 0.57% | Q4 2015 | Q2 2017 | 7 |
CHARTIST INC /CA/ | 4 | 1 | 0.13% | 0.24% | 0.43% | Q4 2017 | Q3 2020 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.89% | 1.17% | 1.51% | Q2 2013 | Q4 2014 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.03% | 0.09% | Q2 2017 | Q3 2023 | 6 |
ARK Investment Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
RPg Family Wealth Advisory, LLC | 5 | 1 | 0.01% | 0.05% | 0.13% | Q4 2016 | Q3 2018 | 6 |
KilterHowling LLC | 6 | 6 | 0.80% | 0.87% | 0.91% | Q2 2022 | Q3 2023 | 6 |
TCG Advisory Services, LLC | 5 | 1 | 0.03% | 0.08% | 0.11% | Q1 2021 | Q3 2023 | 6 |
Diversified, LLC | 5 | 1 | 0.05% | 0.35% | 0.56% | Q4 2020 | Q3 2023 | 6 |
Burleson & Company, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
Hamilton Wealth, LLC | 4 | 2 | 0.10% | 0.12% | 0.12% | Q3 2020 | Q3 2023 | 6 |
Sather Financial Group Inc | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Evolution Wealth Advisors, LLC | 6 | 6 | 0.08% | 0.10% | 0.15% | Q2 2022 | Q3 2023 | 6 |
TD Ameritrade Trust Co | 6 | 6 | 0.00% | 0.04% | 0.25% | Q2 2013 | Q3 2014 | 6 |
Next Level Private LLC | 2 | 2 | 0.70% | 0.76% | 0.89% | Q4 2021 | Q3 2023 | 6 |
Francis Financial, Inc. | 6 | 6 | 0.38% | 2.83% | 6.04% | Q2 2022 | Q3 2023 | 6 |
VIVID FINANCIAL MANAGEMENT, INC. | 6 | 6 | 0.13% | 0.34% | 0.79% | Q3 2020 | Q4 2021 | 6 |
Ciovacco Capital Management LLC | 3 | 1 | 0.13% | 2.05% | 4.50% | Q4 2020 | Q3 2023 | 6 |
Fountainhead AM, LLC | 6 | 6 | 0.31% | 1.49% | 2.10% | Q2 2022 | Q3 2023 | 6 |
BINGHAM OSBORN & SCARBOROUGH LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.12% | 0.14% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.10% | 0.12% | 0.16% | Q4 2019 | Q3 2021 | 6 |
Chemistry Wealth Management LLC | 5 | 1 | 0.09% | 0.25% | 0.89% | Q4 2021 | Q3 2023 | 6 |
Stone Asset Management Inc. | 6 | 6 | 0.26% | 0.34% | 0.47% | Q4 2021 | Q1 2023 | 6 |
UBS AG | 6 | 6 | 0.24% | 0.26% | 0.27% | Q2 2013 | Q3 2014 | 6 |
BRIDGES INVESTMENT MANAGEMENT INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 6 |
WIN ADVISORS, INC | 6 | 6 | 0.00% | 1.05% | 3.79% | Q1 2022 | Q2 2023 | 6 |
APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 6 | 6 | 0.26% | 0.68% | 1.14% | Q2 2016 | Q3 2017 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2021 | 6 |
HERITAGE INVESTORS MANAGEMENT CORP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q4 2021 | 6 |
OLD REPUBLIC INTERNATIONAL CORP | 6 | 6 | 0.33% | 0.48% | 0.80% | Q3 2020 | Q4 2021 | 6 |
DBK Financial Counsel, LLC | 3 | 3 | 0.26% | 0.34% | 0.42% | Q4 2021 | Q3 2023 | 6 |
Frontier Asset Management, LLC | 6 | 6 | 0.10% | 0.81% | 2.45% | Q2 2022 | Q3 2023 | 6 |
Belvedere Trading LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 6 |
AlphaMark Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Laird Norton Wetherby Trust Company, LLC | 6 | 6 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q1 2022 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 0.13% | 0.18% | 0.27% | Q2 2022 | Q3 2023 | 6 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 4 | 1 | 1.45% | 2.05% | 3.01% | Q2 2013 | Q1 2019 | 6 |
Consolidated Planning Corp | 3 | 1 | 0.05% | 0.08% | 0.13% | Q3 2021 | Q3 2023 | 6 |
Warren Street Wealth Advisors, LLC | 4 | 2 | 0.18% | 0.20% | 0.27% | Q4 2021 | Q3 2023 | 6 |
CYPRESS FINANCIAL PLANNING LLC | 6 | 6 | 0.25% | 0.27% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Congress Wealth Management LLC / DE / | 5 | 1 | 0.01% | 0.03% | 0.16% | Q4 2021 | Q3 2023 | 6 |
Engrave Wealth Partners LLC | 6 | 6 | 0.12% | 6.27% | 11.74% | Q2 2022 | Q3 2023 | 6 |
Great Diamond Partners, LLC | 4 | 2 | 0.13% | 1.09% | 2.98% | Q4 2019 | Q3 2023 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.20% | 0.22% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Overbrook Management Corp | 6 | 6 | 0.07% | 0.11% | 0.15% | Q4 2021 | Q1 2023 | 6 |
LIBRA WEALTH LLC | 6 | 6 | 0.02% | 0.32% | 0.44% | Q2 2022 | Q3 2023 | 6 |
Walker Asset Management, LLC | 4 | 2 | 0.20% | 0.24% | 0.26% | Q4 2021 | Q4 2023 | 6 |
EUDAIMONIA ADVISORS LLC | 6 | 6 | 0.18% | 0.22% | 0.27% | Q2 2022 | Q3 2023 | 6 |
SOLARIS ASSET MANAGEMENT LLC | 6 | 6 | 0.02% | 0.14% | 0.47% | Q2 2017 | Q3 2018 | 6 |
Clarity Financial LLC | 4 | 2 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 6 |
American Trust | 6 | 6 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q2 2023 | 6 |
Athena Investment Management | 6 | 6 | 0.32% | 0.38% | 0.47% | Q2 2022 | Q3 2023 | 6 |
Parcion Private Wealth LLC | 3 | 3 | 0.02% | 0.06% | 0.13% | Q4 2019 | Q3 2021 | 6 |
Waypoint Capital Advisors, LLC | 6 | 6 | 0.13% | 1.33% | 2.42% | Q2 2022 | Q3 2023 | 6 |
FARR MILLER & WASHINGTON LLC/DC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Invst, LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 6 |
Morton Brown Family Wealth, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.07% | 0.20% | Q1 2020 | Q1 2023 | 6 |
PITTENGER & ANDERSON INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Cladis Investment Advisory, LLC | 5 | 1 | 0.32% | 0.35% | 0.37% | Q4 2021 | Q3 2023 | 6 |
BRR OpCo, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2022 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.30% | 0.37% | 0.45% | Q4 2021 | Q3 2023 | 6 |
STEWART & PATTEN CO LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
SHEPHERD KAPLAN KROCHUK, LLC | 4 | 2 | 0.07% | 0.31% | 0.79% | Q2 2021 | Q3 2023 | 6 |
Forum Private Client Group LLC | 6 | 6 | 1.83% | 2.03% | 2.28% | Q1 2022 | Q2 2023 | 6 |
GHP Investment Advisors, Inc. | 6 | 6 | 0.05% | 0.08% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Rosenberg Matthew Hamilton | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Montecito Bank & Trust | 2 | 2 | 0.05% | 0.10% | 0.20% | Q4 2019 | Q4 2023 | 6 |
Portfolio Strategies Inc | 5 | 1 | 0.03% | 1.17% | 6.11% | Q4 2013 | Q4 2017 | 6 |
SteelPeak Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 6 |
BOYS ARNOLD & CO INC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q1 2020 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q1 2019 | 6 |
SONATA CAPITAL GROUP INC | 5 | 1 | 0.10% | 0.11% | 0.15% | Q2 2018 | Q4 2021 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
KWB Wealth | 6 | 6 | 0.04% | 0.04% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Forbes Financial Planning, Inc. | 3 | 3 | 0.22% | 0.28% | 0.33% | Q4 2021 | Q3 2023 | 6 |
STRINGER ASSET MANAGEMENT, LLC | 5 | 1 | 3.01% | 5.83% | 7.39% | Q4 2013 | Q2 2022 | 6 |
Obsidian Personal Planning Solutions LLC | 6 | 6 | 1.76% | 2.70% | 3.22% | Q2 2022 | Q3 2023 | 6 |
Gould Capital, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Trellis Advisors, LLC | 4 | 2 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q3 2023 | 6 |
HighTower Trust Company, N.A. | 6 | 6 | 0.08% | 0.11% | 0.18% | Q4 2021 | Q1 2023 | 6 |
Field & Main Bank | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
DENVER INVESTMENT ADVISORS LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
MTM Investment Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Lion Street Advisors, LLC | 3 | 1 | 0.36% | 0.54% | 0.83% | Q1 2020 | Q3 2023 | 6 |
StrategIQ Financial Group, LLC | 6 | 6 | 0.04% | 0.11% | 0.21% | Q2 2021 | Q3 2022 | 6 |
Founders Capital Management | 6 | 6 | 0.00% | 0.05% | 0.07% | Q3 2022 | Q4 2023 | 6 |
Provident Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Fort Point Capital Partners LLC | 5 | 1 | 0.04% | 0.05% | 0.10% | Q2 2016 | Q4 2021 | 6 |
PagnatoKarp Partners LLC | 6 | 6 | 1.71% | 2.14% | 2.43% | Q4 2018 | Q1 2020 | 6 |
Edge Advisors, LLC | 6 | 6 | 0.01% | 0.11% | 0.21% | Q1 2017 | Q2 2018 | 6 |
Firestone Capital Management | 6 | 6 | 0.09% | 0.10% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Hoese & Co LLP | 6 | 6 | 0.25% | 0.33% | 0.47% | Q1 2021 | Q2 2022 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 4.53% | 5.30% | 6.56% | Q2 2013 | Q3 2014 | 6 |
Kesler, Norman & Wride, LLC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Sunburst Financial Group, LLC | 6 | 6 | 0.23% | 0.48% | 0.63% | Q2 2022 | Q3 2023 | 6 |
VANTAGEPOINT INVESTMENT ADVISERS LLC | 5 | 5 | 5.64% | 6.92% | 9.04% | Q3 2022 | Q3 2023 | 5 |
Arlington Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Transparent Wealth Partners LLC | 4 | 1 | 2.57% | 2.86% | 3.51% | Q4 2021 | Q1 2023 | 5 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 3 | 2 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q1 2023 | 5 |
1ST SOURCE BANK | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q2 2023 | 5 |
First Capital Advisors Group, LLC. | 4 | 1 | 0.02% | 0.51% | 2.41% | Q4 2021 | Q2 2023 | 5 |
FSA Wealth Management LLC | 2 | 1 | 0.02% | 0.43% | 1.60% | Q4 2020 | Q3 2023 | 5 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 5 | 5 | 1.26% | 1.41% | 1.50% | Q3 2022 | Q3 2023 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Baldwin Investment Management, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 5 |
PARK NATIONAL CORP /OH/ | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q4 2023 | 5 |
Essex Savings Bank | 2 | 1 | 0.01% | 0.10% | 0.28% | Q1 2019 | Q1 2022 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.76% | 0.78% | 0.80% | Q4 2022 | Q4 2023 | 5 |
PITCAIRN CO | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 5 |
Dana Investment Advisors, Inc. | 5 | 5 | 0.01% | 0.03% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Crane Advisory, LLC | 5 | 5 | 7.50% | 9.15% | 10.56% | Q3 2022 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.74% | 0.86% | 1.04% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.09% | 0.12% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Cannell & Co. | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.31% | 0.39% | 0.50% | Q2 2019 | Q2 2020 | 5 |
Baker Avenue Asset Management, LP | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
PGIM Custom Harvest LLC | 4 | 1 | 0.02% | 0.05% | 0.11% | Q3 2021 | Q3 2023 | 5 |
WHITENER CAPITAL MANAGEMENT, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
Manhattan West Asset Management, LLC | 4 | 1 | 0.13% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 5 |
Baltimore-Washington Financial Advisors, Inc. | 5 | 5 | 0.11% | 0.32% | 0.58% | Q3 2022 | Q3 2023 | 5 |
Amplius Wealth Advisors, LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.12% | 0.13% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Wealth & Pension Services Group, Inc. | 5 | 5 | 0.28% | 0.31% | 0.39% | Q3 2018 | Q3 2019 | 5 |
Personal Wealth Partners | 3 | 1 | 0.01% | 0.07% | 0.13% | Q2 2019 | Q1 2022 | 5 |
Pachira Investments Inc. | 5 | 5 | 0.37% | 0.89% | 1.31% | Q3 2022 | Q3 2023 | 5 |
Greystone Financial Group, LLC | 5 | 5 | 0.39% | 0.60% | 0.96% | Q3 2022 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q1 2016 | 5 |
Silverleafe Capital Partners, LLC | 5 | 5 | 2.08% | 2.45% | 2.59% | Q4 2017 | Q4 2018 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.10% | 0.14% | 0.16% | Q2 2013 | Q2 2014 | 5 |
Simply Money Advisors | 5 | 5 | 1.90% | 3.93% | 6.04% | Q1 2017 | Q1 2018 | 5 |
Norway Savings Bank | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Lenox Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Legacy Capital Wealth Partners, LLC | 5 | 5 | 0.16% | 2.68% | 4.69% | Q1 2022 | Q1 2023 | 5 |
Paragon Advisors, LLC | 5 | 5 | 0.45% | 0.79% | 1.05% | Q3 2022 | Q3 2023 | 5 |
NorthLanding Financial Partners, LLC | 5 | 5 | 5.24% | 6.36% | 7.53% | Q3 2022 | Q3 2023 | 5 |
TCWP LLC | 3 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 5 |
Inscription Capital, LLC | 4 | 1 | 0.02% | 1.23% | 5.84% | Q4 2018 | Q1 2022 | 5 |
Strategic Wealth Management Group, LLC | 5 | 5 | 0.10% | 0.13% | 0.18% | Q2 2020 | Q2 2021 | 5 |
Wick Capital Partners, LLC | 3 | 2 | 0.15% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 5 |
Madison Asset Management, LLC | 5 | 5 | 0.32% | 0.46% | 0.70% | Q4 2019 | Q4 2020 | 5 |
Soltis Investment Advisors LLC | 2 | 1 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 5 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 4 | 1 | 0.06% | 0.33% | 0.68% | Q2 2021 | Q3 2023 | 5 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 2 | 0.53% | 1.16% | 1.68% | Q4 2020 | Q1 2022 | 5 |
ODonnell Financial Services, LLC | 5 | 5 | 0.10% | 0.45% | 1.23% | Q3 2021 | Q3 2022 | 5 |
Summit Trail Advisors, LLC | 5 | 5 | 0.04% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.71% | 0.82% | 0.91% | Q4 2021 | Q4 2022 | 5 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.00% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 5 |
Koss-Olinger Consulting, LLC | 5 | 5 | 0.04% | 0.30% | 0.66% | Q4 2021 | Q4 2022 | 5 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 5 | 5 | 0.05% | 0.08% | 0.10% | Q1 2020 | Q1 2021 | 5 |
Connectus Wealth, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Piscataqua Savings Bank | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Williams Jones Wealth Management, LLC. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Verity Asset Management, Inc. | 4 | 1 | 0.32% | 0.92% | 1.75% | Q1 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.96% | 1.35% | 2.02% | Q4 2021 | Q4 2022 | 5 |
VisionPoint Advisory Group, LLC | 4 | 1 | 0.01% | 0.11% | 0.14% | Q4 2018 | Q3 2023 | 5 |
Westshore Wealth, LLC | 5 | 5 | 0.15% | 0.26% | 0.39% | Q2 2022 | Q2 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.32% | 0.36% | 0.39% | Q4 2021 | Q4 2022 | 5 |
Eagle Bay Advisors LLC | 3 | 2 | 0.00% | 0.12% | 0.22% | Q2 2021 | Q3 2023 | 5 |
Legacy Wealth Management, Inc | 5 | 5 | 0.04% | 0.06% | 0.10% | Q2 2021 | Q2 2022 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
BERRY GROUP, LLC | 5 | 5 | 7.30% | 9.13% | 9.95% | Q4 2019 | Q4 2020 | 5 |
FIRST MERCHANTS CORP | 4 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 5 |
Frank, Rimerman Advisors LLC | 5 | 5 | 0.18% | 0.21% | 0.27% | Q3 2022 | Q3 2023 | 5 |
Avalon Investment & Advisory | 5 | 5 | 0.01% | 0.02% | 0.06% | Q1 2022 | Q1 2023 | 5 |
Black Swift Group, LLC | 4 | 1 | 0.02% | 0.17% | 0.25% | Q1 2021 | Q3 2023 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.38% | 0.59% | 1.22% | Q4 2021 | Q4 2022 | 5 |
Drake & Associates, LLC | 5 | 5 | 0.11% | 0.11% | 0.12% | Q2 2022 | Q2 2023 | 5 |
Portfolio Solutions, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2018 | 5 |
Bard Financial Services, Inc. | 5 | 5 | 0.03% | 0.09% | 0.14% | Q2 2022 | Q2 2023 | 5 |
Round Table Services, LLC | 5 | 5 | 0.05% | 0.08% | 0.12% | Q3 2021 | Q3 2022 | 5 |
Ascent Wealth Partners, LLC | 4 | 1 | 0.01% | 0.05% | 0.07% | Q1 2019 | Q4 2021 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.16% | 0.34% | 0.57% | Q3 2015 | Q3 2016 | 5 |
UNIONVIEW, LLC | 3 | 2 | 0.20% | 0.21% | 0.22% | Q4 2021 | Q3 2023 | 5 |
Derbend Asset Management | 5 | 5 | 0.76% | 1.14% | 1.65% | Q3 2022 | Q3 2023 | 5 |
Integrity Financial Corp /WA | 3 | 2 | 0.05% | 0.10% | 0.16% | Q2 2022 | Q3 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.12% | 0.30% | 0.62% | Q4 2018 | Q4 2019 | 5 |
CETERA INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.11% | 0.17% | 0.28% | Q4 2015 | Q4 2016 | 5 |
Rain Capital Management, LLC | 5 | 5 | 0.46% | 0.78% | 1.38% | Q3 2022 | Q3 2023 | 5 |
Strategic Wealth Investment Group, LLC | 2 | 1 | 0.03% | 0.06% | 0.08% | Q3 2021 | Q2 2023 | 5 |
Latigo Investments, LLC | 5 | 5 | 3.10% | 3.80% | 4.80% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 1.93% | 2.14% | 2.31% | Q3 2022 | Q3 2023 | 5 |
Relaxing Retirement Coach | 5 | 5 | 0.08% | 0.12% | 0.18% | Q4 2017 | Q4 2018 | 5 |
Beirne Wealth Consulting Services, LLC | 4 | 1 | 0.16% | 0.67% | 2.64% | Q1 2019 | Q3 2022 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 5 | 5 | 0.12% | 0.15% | 0.17% | Q4 2020 | Q4 2021 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.10% | 0.34% | 0.85% | Q4 2020 | Q3 2023 | 5 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 5 | 5 | 0.08% | 0.16% | 0.18% | Q1 2021 | Q1 2022 | 5 |
Steward Financial Group LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
SkyView Investment Advisors, LLC | 5 | 5 | 0.23% | 0.74% | 1.18% | Q4 2020 | Q4 2021 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.04% | 0.15% | 0.28% | Q4 2016 | Q4 2017 | 5 |
Sandy Cove Advisors, LLC | 3 | 2 | 0.03% | 0.32% | 0.94% | Q4 2021 | Q3 2023 | 5 |
Virtue Capital Management, LLC | 2 | 1 | 0.04% | 0.07% | 0.12% | Q4 2017 | Q2 2019 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q4 2023 | 5 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 4 | 1 | 0.15% | 0.48% | 0.59% | Q2 2013 | Q2 2016 | 5 |
Echo Street Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.05% | 0.14% | 0.46% | Q2 2013 | Q2 2021 | 5 |
BURNS J W & CO INC/NY | 3 | 1 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 4 |
LVM CAPITAL MANAGEMENT LTD/MI | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
BOSTON FINANCIAL MANGEMENT LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
TRUST CO OF VIRGINIA /VA | 3 | 1 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.18% | 0.19% | 0.22% | Q2 2022 | Q1 2023 | 4 |
Autumn Glory Partners, LLC | 4 | 4 | 0.25% | 0.29% | 0.32% | Q4 2021 | Q3 2022 | 4 |
Gibson Wealth Advisors LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2022 | 4 |
Invesco Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 4 |
Upper Left Wealth Management, LLC | 4 | 4 | 0.46% | 1.04% | 1.26% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q3 2018 | 4 |
St. James Investment Advisors, LLC | 3 | 1 | 0.22% | 0.41% | 0.55% | Q4 2021 | Q4 2022 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 3 | 1 | 0.17% | 0.32% | 0.42% | Q1 2020 | Q1 2021 | 4 |
Rice Partnership, LLC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q3 2022 | 4 |
Unconventional Investor, LLC | 3 | 1 | 0.21% | 0.30% | 0.37% | Q4 2021 | Q1 2023 | 4 |
Joseph Group Capital Management | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q3 2022 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q1 2020 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2016 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JAG CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2020 | 4 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q2 2021 | 4 |
BRYN MAWR TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 4 |
American Planning Services, Inc. | 4 | 4 | 0.36% | 1.34% | 3.66% | Q4 2021 | Q3 2022 | 4 |
ASSET MANAGEMENT CORP /IL/ /ADV | 4 | 4 | 0.11% | 0.11% | 0.12% | Q1 2021 | Q4 2021 | 4 |
Silver Oak Advisory Group, Inc. | 4 | 4 | 0.19% | 0.26% | 0.31% | Q4 2021 | Q3 2022 | 4 |
WEALTH EFFECTS LLC | 4 | 4 | 0.63% | 0.68% | 0.75% | Q4 2022 | Q3 2023 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 4 |
Bernardo Wealth Planning LLC | 2 | 2 | 0.09% | 0.13% | 0.16% | Q3 2020 | Q3 2023 | 4 |
HHM Wealth Advisors, LLC | 4 | 4 | 0.37% | 0.40% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Management LLC | 4 | 4 | 0.07% | 0.10% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Powell Investment Advisors, LLC | 4 | 4 | 0.58% | 0.71% | 0.83% | Q4 2022 | Q3 2023 | 4 |
Next Capital Management LLC | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Regal Wealth Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Alera Investment Advisors, LLC | 2 | 1 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q4 2021 | 4 |
Sage Financial Management Group, Inc. | 2 | 1 | 0.04% | 0.29% | 0.44% | Q1 2021 | Q3 2023 | 4 |
HARRELL INVESTMENT PARTNERS, LLC | 4 | 4 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q3 2021 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 0.16% | 0.18% | 0.20% | Q2 2015 | Q1 2016 | 4 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2017 | 4 |
SYM FINANCIAL Corp | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 4 |
Goodwin Investment Advisory | 4 | 4 | 0.56% | 0.65% | 0.71% | Q4 2022 | Q3 2023 | 4 |
Ally Invest Advisors Inc. | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.08% | 0.28% | Q1 2021 | Q3 2022 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.05% | 0.08% | 0.18% | Q4 2022 | Q3 2023 | 4 |
MADDEN SECURITIES Corp | 2 | 1 | 0.03% | 0.16% | 0.25% | Q4 2019 | Q4 2022 | 4 |
Cornerstone Investment Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Blue Chip Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
GERMAN AMERICAN BANCORP, INC. | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Benin Management CORP | 4 | 4 | 0.15% | 0.16% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.27% | 0.32% | 0.41% | Q4 2017 | Q3 2018 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.06% | 0.31% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Paul John Balson | 4 | 4 | 0.59% | 0.70% | 0.82% | Q1 2020 | Q4 2020 | 4 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.07% | 1.04% | 3.44% | Q1 2020 | Q3 2023 | 4 |
Ifrah Financial Services, Inc. | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2022 | 4 |
Wealth Alliance | 4 | 4 | 0.13% | 0.20% | 0.24% | Q1 2020 | Q4 2020 | 4 |
Taconic Capital Advisors LP | 4 | 4 | 0.20% | 0.45% | 0.73% | Q4 2022 | Q3 2023 | 4 |
Elite Wealth Management, Inc. | 3 | 1 | 0.07% | 0.25% | 0.52% | Q1 2013 | Q3 2014 | 4 |
Mokosak Advisory Group, LLC | 3 | 1 | 0.13% | 0.17% | 0.25% | Q4 2018 | Q4 2020 | 4 |
Capital Investment Counsel, Inc | 2 | 1 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 4 |
WealthTrust Fairport, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2018 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.00% | 0.18% | 0.25% | Q3 2020 | Q3 2023 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 3 | 1 | 0.02% | 1.26% | 2.75% | Q2 2017 | Q2 2019 | 4 |
Family Firm, Inc. | 3 | 1 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.20% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Praetorian Wealth Management, Inc. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.14% | 0.18% | 0.25% | Q4 2022 | Q3 2023 | 4 |
ACCESS FINANCIAL SERVICES, INC. | 3 | 1 | 0.17% | 0.19% | 0.20% | Q4 2019 | Q4 2020 | 4 |
Your Advocates Ltd., LLP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 4 |
Tarbox Family Office, Inc. | 2 | 2 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q4 2019 | 4 |
Greenwich Wealth Management LLC | 4 | 4 | 0.10% | 0.13% | 0.19% | Q1 2016 | Q4 2016 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.15% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
MYECFO, LLC | 4 | 4 | 0.40% | 0.46% | 0.54% | Q4 2022 | Q3 2023 | 4 |
HWG Holdings LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2020 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 0.82% | 0.91% | 0.97% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.20% | 0.84% | 2.26% | Q4 2022 | Q3 2023 | 4 |
Kensington Asset Management, LLC | 3 | 1 | 3.35% | 9.99% | 16.64% | Q1 2022 | Q3 2023 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.12% | 0.25% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Shone Asset Management LLC | 4 | 4 | 4.09% | 4.54% | 4.74% | Q1 2020 | Q4 2020 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.23% | 0.35% | 0.44% | Q1 2023 | Q4 2023 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 1.32% | 1.75% | 2.26% | Q4 2022 | Q3 2023 | 4 |
Aspen Wealth Strategies, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
DDFG, Inc | 4 | 4 | 3.96% | 4.23% | 4.59% | Q4 2022 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 1.83% | 2.03% | 2.14% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 2.44% | 3.28% | 4.14% | Q4 2022 | Q3 2023 | 4 |
Formidable Asset Management, LLC | 4 | 4 | 0.06% | 0.11% | 0.13% | Q1 2020 | Q4 2020 | 4 |
Alpha Financial Partners, LLC | 4 | 4 | 0.48% | 0.52% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.87% | 0.98% | 1.11% | Q4 2022 | Q3 2023 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 2.14% | 3.23% | 4.48% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Legacy Financial Group LLC | 3 | 1 | 0.40% | 0.81% | 1.05% | Q4 2020 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.33% | 0.38% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 1.35% | 1.46% | 1.57% | Q4 2022 | Q3 2023 | 4 |
MRA Associates USA LLC | 4 | 4 | 1.21% | 2.64% | 3.88% | Q4 2018 | Q3 2019 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 2.72% | 3.45% | 4.39% | Q4 2022 | Q3 2023 | 4 |
Parker Financial LLC | 4 | 4 | 13.71% | 15.48% | 16.64% | Q4 2022 | Q3 2023 | 4 |
Monterey Private Wealth, Inc. | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
LEGACY FINANCIAL GROUP, INC. | 4 | 4 | 8.20% | 8.73% | 9.09% | Q4 2022 | Q3 2023 | 4 |
Brown Miller Wealth Management, LLC | 4 | 4 | 0.31% | 0.34% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.12% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Kissinger Financial Services LLC | 4 | 4 | 1.87% | 2.20% | 2.37% | Q3 2016 | Q2 2017 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.72% | 0.75% | 0.78% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 6.52% | 9.00% | 10.57% | Q4 2022 | Q3 2023 | 4 |
Evergreen Wealth Management, LLC | 4 | 4 | 1.20% | 1.37% | 1.44% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 14.99% | 15.79% | 16.50% | Q4 2022 | Q3 2023 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 12.31% | 16.43% | 19.56% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 22.50% | 22.83% | 23.19% | Q4 2022 | Q3 2023 | 4 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 4 | 4 | 2.23% | 3.79% | 5.58% | Q4 2022 | Q3 2023 | 4 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 4 | 4 | 0.47% | 0.53% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Sightline Wealth Advisors, LLC | 4 | 4 | 0.69% | 1.96% | 2.68% | Q4 2022 | Q3 2023 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.23% | 0.25% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.45% | 1.04% | 1.63% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 5.03% | 6.08% | 6.50% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.15% | 0.20% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.31% | 0.33% | 0.36% | Q4 2022 | Q3 2023 | 4 |
HTG Investment Advisors, Inc. | 4 | 4 | 1.32% | 2.04% | 2.50% | Q4 2022 | Q3 2023 | 4 |
McCarthy Asset Management, Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.19% | 0.28% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.15% | 2.41% | 5.96% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Lake Point Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 0.94% | 1.00% | 1.07% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.63% | 0.69% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.10% | 0.13% | 0.16% | Q4 2018 | Q3 2019 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.52% | 0.62% | 0.69% | Q4 2022 | Q3 2023 | 4 |
Olistico Wealth, LLC | 4 | 4 | 7.09% | 7.84% | 8.25% | Q4 2022 | Q3 2023 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 1.12% | 1.17% | 1.21% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 2.12% | 3.10% | 3.54% | Q4 2022 | Q3 2023 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SP Asset Management LLC | 4 | 4 | 2.69% | 2.93% | 3.13% | Q4 2022 | Q3 2023 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 0.27% | 0.30% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Waterford Advisors, LLC | 4 | 4 | 6.70% | 7.72% | 8.81% | Q4 2022 | Q3 2023 | 4 |
InterOcean Capital, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q3 2019 | Q2 2020 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.19% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Pinkerton Retirement Specialists, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q2 2017 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.46% | 1.72% | 3.28% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.19% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
DOLIVER ADVISORS, LP | 2 | 2 | 0.08% | 0.29% | 0.71% | Q1 2019 | Q4 2021 | 4 |
Retirement Investment Advisors, Inc. | 4 | 4 | 17.61% | 19.89% | 20.98% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 1.59% | 1.76% | 1.85% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.71% | 0.78% | 0.87% | Q4 2022 | Q3 2023 | 4 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 1 | 0.64% | 3.72% | 11.14% | Q4 2018 | Q3 2023 | 4 |
Fee-Only Financial Planning, L.C. | 4 | 4 | 22.58% | 25.25% | 26.93% | Q4 2022 | Q3 2023 | 4 |
KLS Professional Advisors Group, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q1 2019 | 4 |
KHP Capital, LLC | 4 | 4 | 0.12% | 0.17% | 0.21% | Q4 2017 | Q3 2018 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.98% | 1.17% | 1.27% | Q4 2022 | Q3 2023 | 4 |
James J. Burns & Company, LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q3 2022 | Q2 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.22% | 0.27% | 0.38% | Q4 2018 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.42% | 0.44% | 0.48% | Q4 2022 | Q3 2023 | 4 |
TFO Wealth Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 4 |
Orion Capital Management LLC | 3 | 1 | 0.02% | 0.06% | 0.11% | Q1 2022 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.37% | 0.39% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Tevis Investment Management | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 11.30% | 11.63% | 11.95% | Q4 2022 | Q3 2023 | 4 |
EMC Capital Management | 4 | 4 | 0.26% | 2.65% | 3.60% | Q4 2022 | Q3 2023 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 9.92% | 10.58% | 11.00% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.17% | 0.35% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Pacific Sage Partners, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Sterling Group Wealth Management, LLC | 4 | 4 | 0.21% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
WealthPlan Investment Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q1 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q2 2022 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.79% | 0.92% | 0.99% | Q4 2020 | Q3 2021 | 4 |
MONUMENTAL FINANCIAL GROUP INC. | 3 | 1 | 0.14% | 0.16% | 0.19% | Q1 2022 | Q3 2023 | 4 |
Luken Investment Analytics, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Bank of Kentucky, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
Fi3 FINANCIAL ADVISORS, LLC | 4 | 4 | 0.23% | 0.35% | 0.52% | Q4 2022 | Q3 2023 | 4 |
TCTC Holdings, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Vanguard Capital Wealth Advisors | 4 | 4 | 0.35% | 0.41% | 0.58% | Q4 2017 | Q3 2018 | 4 |
Retireful, LLC | 3 | 1 | 0.24% | 0.36% | 0.58% | Q2 2022 | Q3 2023 | 4 |
VeraBank, N.A. | 4 | 4 | 0.22% | 1.40% | 2.36% | Q4 2022 | Q3 2023 | 4 |
JTC Employer Solutions Trustee Ltd | 4 | 4 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.42% | 0.46% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 1.30% | 1.46% | 1.90% | Q4 2022 | Q3 2023 | 4 |
Freedom Day Solutions, LLC | 4 | 4 | 0.11% | 0.15% | 0.25% | Q2 2021 | Q1 2022 | 4 |
Mission Creek Capital Partners, Inc. | 4 | 4 | 0.38% | 0.42% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Dominguez Wealth Management Solutions, Inc. | 4 | 4 | 8.84% | 9.99% | 10.76% | Q4 2022 | Q3 2023 | 4 |
Strata Wealth Advisors, LLC | 2 | 1 | 13.14% | 15.94% | 18.56% | Q4 2022 | Q3 2023 | 3 |
Carolina Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 3 |
Summit X, LLC | 2 | 1 | 0.02% | 0.05% | 0.06% | Q3 2020 | Q2 2023 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q4 2020 | 3 |
Armor Investment Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Copperwynd Financial, LLC | 3 | 3 | 3.47% | 3.53% | 3.64% | Q1 2023 | Q3 2023 | 3 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2021 | 3 |
ROBERTSON STEPHENS ADVISORS LLC | 3 | 3 | 0.45% | 1.19% | 2.04% | Q1 2017 | Q3 2017 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Apella Capital, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q4 2023 | 3 |
Kovitz Investment Group Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Cardan Capital Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Silversage Advisors | 3 | 3 | 0.92% | 0.98% | 1.01% | Q4 2019 | Q2 2020 | 3 |
Mine & Arao Wealth Creation & Management, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WNY Asset Management, LLC | 3 | 3 | 0.28% | 0.29% | 0.30% | Q1 2023 | Q3 2023 | 3 |
1 NORTH WEALTH SERVICES LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q4 2019 | 3 |
Blue Sky Asset Management, LLC | 3 | 3 | 0.31% | 3.20% | 7.41% | Q4 2019 | Q2 2020 | 3 |
Towercrest Capital Management | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Karp Capital Management Corp | 1 | 1 | 0.02% | 0.13% | 0.34% | Q4 2018 | Q2 2022 | 3 |
Capital Advantage, Inc. | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2020 | Q4 2020 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q3 2015 | 3 |
COUNTRY CLUB BANK /GFN | 3 | 3 | 0.07% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Alliance Wealth Management Group | 2 | 1 | 0.05% | 0.13% | 0.17% | Q3 2017 | Q2 2023 | 3 |
Capital Market Strategies LLC | 2 | 1 | 0.18% | 0.18% | 0.19% | Q4 2021 | Q4 2023 | 3 |
Del-Sette Capital Management, LLC | 3 | 3 | 2.68% | 3.34% | 3.76% | Q1 2023 | Q3 2023 | 3 |
Scarborough Advisors, LLC | 3 | 3 | 1.80% | 2.01% | 2.21% | Q1 2023 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.67% | 1.58% | 2.04% | Q2 2020 | Q3 2022 | 3 |
Allen Capital Group, LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Riggs Asset Managment Co. Inc. | 2 | 1 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 3 |
Bridgewater Advisors Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q1 2022 | 3 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.21% | 0.44% | Q3 2020 | Q4 2022 | 3 |
Advisor Resource Council | 1 | 1 | 0.07% | 0.15% | 0.20% | Q2 2021 | Q2 2022 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q4 2013 | Q2 2014 | 3 |
GM Advisory Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
PRINCETON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
STRATEGY ASSET MANAGERS LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q1 2023 | 3 |
Surevest, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 3 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.22% | 0.24% | 0.28% | Q1 2023 | Q3 2023 | 3 |
EWA, LLC | 3 | 3 | 2.98% | 3.10% | 3.25% | Q1 2023 | Q3 2023 | 3 |
Vontobel Holding Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 3 |
Oak Harvest Investment Services | 3 | 3 | 0.05% | 0.25% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Journey Advisory Group, LLC | 3 | 3 | 0.25% | 0.26% | 0.27% | Q1 2023 | Q3 2023 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2012 | Q2 2013 | 3 |
Running Point Capital Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2017 | 3 |
Altus Wealth Group LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q4 2020 | Q2 2021 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q2 2019 | Q1 2020 | 3 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.05% | 0.45% | 0.99% | Q3 2015 | Q4 2022 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 2.15% | 2.23% | 2.35% | Q4 2020 | Q2 2021 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.46% | 0.78% | 1.11% | Q4 2020 | Q2 2021 | 3 |
Gunma Bank,Ltd. | 2 | 1 | 1.14% | 1.44% | 1.68% | Q1 2021 | Q4 2021 | 3 |
Frontier Wealth Management LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Glovista Investments LLC | 3 | 3 | 0.20% | 0.26% | 0.31% | Q4 2020 | Q2 2021 | 3 |
Strategic Income Management, LLC | 3 | 3 | 5.71% | 5.77% | 5.81% | Q4 2014 | Q2 2015 | 3 |
Family Management Corp | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Wright Fund Management, LLC | 3 | 3 | 0.68% | 1.07% | 1.63% | Q1 2023 | Q3 2023 | 3 |
Golden State Equity Partners | 3 | 3 | 0.08% | 0.11% | 0.15% | Q1 2023 | Q3 2023 | 3 |
FOCUS Wealth Advisors, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Price Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Oxler Private Wealth LLC | 2 | 1 | 0.06% | 0.09% | 0.15% | Q4 2020 | Q3 2022 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.41% | 0.53% | 0.67% | Q1 2023 | Q3 2023 | 3 |
Echo Wealth Management, LLC | 3 | 3 | 0.34% | 0.36% | 0.39% | Q4 2020 | Q2 2021 | 3 |
Main Street Research LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
DEFINED WEALTH MANAGEMENT, LLC | 3 | 3 | 2.62% | 3.87% | 4.67% | Q1 2023 | Q3 2023 | 3 |
Brevan Howard Capital Management LP | 3 | 3 | 0.06% | 0.13% | 0.18% | Q4 2022 | Q2 2023 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Emery Howard Portfolio Management, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q2 2022 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Keystone Wealth Services, LLC | 3 | 3 | 0.11% | 0.35% | 0.67% | Q4 2021 | Q2 2022 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.98% | 1.01% | 1.03% | Q1 2023 | Q3 2023 | 3 |
Edgewood Management | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2021 | 3 |
Itau Unibanco Holding S.A. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q1 2017 | 3 |
NorthCoast Asset Management LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 3 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.18% | 0.20% | 0.21% | Q4 2021 | Q2 2022 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q2 2020 | 3 |
Fifth Third Wealth Advisors LLC | 3 | 3 | 0.63% | 0.78% | 1.07% | Q2 2023 | Q4 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FIRST MIDWEST BANK TRUST DIVISION | 3 | 3 | 0.13% | 0.14% | 0.14% | Q2 2021 | Q4 2021 | 3 |
IMA Wealth, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Compass Efficient Model Portfolios, LLC | 3 | 3 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q4 2013 | 3 |
BLUESTEIN R H & CO LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
JMAC ENTERPRISES LLC | 3 | 3 | 0.25% | 0.31% | 0.33% | Q1 2023 | Q3 2023 | 3 |
GODSEY & GIBB, INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Banco Santander, S.A. | 2 | 1 | 0.01% | 0.04% | 0.05% | Q2 2019 | Q2 2020 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.13% | 0.16% | 0.20% | Q4 2021 | Q2 2022 | 3 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 2 | 1 | 0.20% | 0.52% | 1.16% | Q2 2021 | Q3 2023 | 3 |
GW&K Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 3 |
VANCE WEALTH, INC. | 2 | 1 | 0.14% | 0.17% | 0.24% | Q4 2021 | Q3 2023 | 3 |
Blackston Financial Advisory Group, LLC | 3 | 3 | 1.88% | 2.38% | 2.67% | Q4 2021 | Q2 2022 | 3 |
626 Financial, LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q1 2023 | Q3 2023 | 3 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
O'ROURKE & COMPANY, Inc | 3 | 3 | 0.17% | 0.18% | 0.20% | Q4 2021 | Q2 2022 | 3 |
BANK OF NOVA SCOTIA | 3 | 3 | 0.07% | 0.11% | 0.13% | Q4 2021 | Q2 2022 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2020 | Q3 2020 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Retirement Solution Inc. | 1 | 1 | 0.14% | 0.17% | 0.22% | Q4 2020 | Q2 2023 | 3 |
Tanglewood Wealth Management, Inc. | 3 | 3 | 0.13% | 0.64% | 1.64% | Q1 2020 | Q3 2020 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 2.46% | 2.71% | 2.86% | Q4 2022 | Q3 2023 | 3 |
Paragon Private Wealth Management, LLC | 3 | 3 | 0.69% | 0.86% | 1.00% | Q1 2023 | Q3 2023 | 3 |
Asset Allocation Strategies LLC | 2 | 1 | 0.14% | 0.20% | 0.26% | Q4 2022 | Q3 2023 | 3 |
SADOFF INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Lansing Street Advisors | 2 | 1 | 0.02% | 0.23% | 0.47% | Q1 2022 | Q2 2023 | 3 |
Empirical Asset Management, LLC | 2 | 1 | 0.19% | 0.20% | 0.21% | Q4 2021 | Q3 2023 | 3 |
Worth Asset Management, LLC | 3 | 3 | 0.04% | 2.49% | 7.25% | Q1 2023 | Q3 2023 | 3 |
Carr Financial Group Corp | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Momentum Advisors, LLC | 3 | 3 | 0.40% | 0.44% | 0.47% | Q2 2022 | Q4 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.41% | 0.43% | 0.44% | Q1 2023 | Q3 2023 | 3 |
MGO Private Wealth, LLC | 3 | 3 | 1.40% | 3.17% | 4.22% | Q1 2023 | Q3 2023 | 3 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Fiduciary Alliance LLC | 2 | 1 | 0.04% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 3 |
FourThought Financial Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Gallacher Capital Management LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.24% | 0.56% | 0.74% | Q4 2021 | Q2 2022 | 3 |
NATIONAL INVESTMENT SERVICES INC /WI | 3 | 3 | 3.73% | 5.18% | 6.00% | Q2 2013 | Q4 2013 | 3 |
GEM Asset Management, LLC | 3 | 3 | 0.17% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 1.37% | 1.57% | 1.72% | Q4 2022 | Q3 2023 | 3 |
Team Hewins, LLC | 3 | 3 | 0.20% | 0.20% | 0.21% | Q4 2022 | Q2 2023 | 3 |
Tilson Financial Group, Inc. | 2 | 1 | 4.64% | 5.75% | 6.91% | Q4 2022 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 3 |
TFB Advisors LLC | 3 | 3 | 0.42% | 0.48% | 0.60% | Q4 2022 | Q2 2023 | 3 |
Tanglewood Legacy Advisors, LLC | 3 | 3 | 0.42% | 0.47% | 0.50% | Q1 2023 | Q3 2023 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 3.29% | 3.64% | 3.86% | Q4 2022 | Q3 2023 | 3 |
CIC Wealth, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q2 2023 | 3 |
BEACON FINANCIAL PLANNING, INC | 3 | 3 | 0.23% | 0.24% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Foundation Wealth Management, LLC | 3 | 3 | 0.21% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
25 LLC | 3 | 3 | 5.13% | 5.54% | 5.85% | Q1 2023 | Q3 2023 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.35% | 0.41% | 0.44% | Q1 2023 | Q3 2023 | 3 |
PETRA FINANCIAL ADVISORS INC | 2 | 1 | 0.49% | 0.56% | 0.64% | Q4 2022 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.17% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.20% | 0.32% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Eagle Ridge Investment Management | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2021 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 1.93% | 2.00% | 2.08% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.42% | 0.42% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 4.74% | 4.75% | 4.76% | Q1 2023 | Q3 2023 | 3 |
North Ridge Wealth Advisors, Inc. | 3 | 3 | 1.08% | 1.13% | 1.17% | Q1 2023 | Q3 2023 | 3 |
Vawter Financial, Ltd. | 3 | 3 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.43% | 0.52% | 0.64% | Q1 2023 | Q3 2023 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 5.85% | 6.10% | 6.27% | Q1 2023 | Q3 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 3.90% | 4.13% | 4.38% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.42% | 0.47% | 0.50% | Q1 2023 | Q3 2023 | 3 |
Welch Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.64% | 0.71% | 0.75% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
WealthTrust Axiom LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2018 | 3 |
Rainier Group Investment Advisory LLC | 2 | 1 | 0.09% | 0.18% | 0.25% | Q4 2016 | Q3 2020 | 3 |
BBVA USA Bancshares, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 3 |
Mercer Investments LLC | 3 | 3 | 0.74% | 1.16% | 1.93% | Q2 2013 | Q4 2013 | 3 |
1st Global Advisors, Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2014 | Q4 2014 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 1 | 0.00% | 0.21% | 0.42% | Q2 2016 | Q1 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.08% | 0.09% | 0.11% | Q4 2017 | Q4 2018 | 3 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 3 | 3 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q4 2021 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q3 2015 | 3 |
GRANDFIELD & DODD, LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q4 2015 | 3 |
Laffer Tengler Investments, Inc. | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Blue Chip Wealth Management, Inc. | 3 | 3 | 0.31% | 0.34% | 0.35% | Q1 2018 | Q3 2018 | 3 |
Paradigm Financial Partners, LLC | 3 | 3 | 0.11% | 0.13% | 0.16% | Q2 2021 | Q4 2021 | 3 |
USAdvisors Wealth Management, LLC | 2 | 1 | 0.09% | 0.11% | 0.15% | Q2 2019 | Q1 2022 | 3 |
Quaker Wealth Management, LLC | 3 | 3 | 2.51% | 2.68% | 2.80% | Q1 2023 | Q3 2023 | 3 |
G&S Capital LLC | 2 | 1 | 0.07% | 0.13% | 0.18% | Q4 2017 | Q3 2023 | 3 |
Divergent Planning, LLC | 2 | 1 | 0.12% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 3 |
Buckley Wealth Management, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q2 2019 | Q4 2019 | 3 |
FIDUCIENT ADVISORS LLC | 2 | 1 | 0.11% | 0.15% | 0.22% | Q1 2022 | Q4 2022 | 3 |
ERTS Wealth Advisors, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q4 2021 | 3 |
X-Square Capital, LLC | 3 | 3 | 0.18% | 0.18% | 0.19% | Q2 2019 | Q4 2019 | 3 |
Front Row Advisors LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q2 2018 | 3 |
Quadrant Private Wealth Management, LLC | 3 | 3 | 0.74% | 0.77% | 0.80% | Q4 2022 | Q2 2023 | 3 |
Core Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Legacy Financial Strategies, LLC | 3 | 3 | 0.73% | 0.85% | 1.03% | Q4 2017 | Q2 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.11% | 0.15% | 0.16% | Q4 2017 | Q3 2018 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.07% | 0.12% | 0.17% | Q3 2021 | Q3 2022 | 3 |
Tolleson Wealth Management, Inc. | 2 | 1 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q2 2023 | 3 |
C-J Advisory, Inc. | 3 | 3 | 2.24% | 2.40% | 2.54% | Q1 2021 | Q3 2021 | 3 |
MCIA Inc | 2 | 1 | 0.00% | 16.92% | 26.32% | Q3 2017 | Q3 2023 | 3 |
AlphaCore Capital LLC | 2 | 1 | 0.00% | 0.15% | 0.36% | Q3 2021 | Q3 2023 | 3 |
Peak Capital Management LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q3 2018 | 3 |
OneAscent Financial Services LLC | 2 | 1 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 3 |
Curated Wealth Partners LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Tranquility Partners, LLC | 3 | 3 | 0.22% | 0.24% | 0.24% | Q3 2021 | Q1 2022 | 3 |
MERIDIAN MANAGEMENT CO | 2 | 2 | 0.07% | 0.09% | 0.10% | Q1 2023 | Q2 2023 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.58% | 0.63% | 0.67% | Q3 2020 | Q2 2021 | 2 |
CCG WEALTH MANAGEMENT, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q1 2023 | Q2 2023 | 2 |
FutureAdvisor, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q3 2015 | 2 |
CPA Asset Management LLC | 2 | 2 | 0.50% | 0.52% | 0.53% | Q2 2023 | Q3 2023 | 2 |
Sage Advisory Services, Ltd.Co. | 2 | 2 | 2.03% | 2.13% | 2.22% | Q3 2017 | Q4 2017 | 2 |
Fiduciary Trust Co International of Pennsylvania | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 2 |
Arcadia Wealth Management, LLC | 2 | 2 | 9.25% | 9.55% | 9.84% | Q2 2023 | Q3 2023 | 2 |
1919 Investment Counsel, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Syntegra Private Wealth Group, LLC | 2 | 2 | 0.05% | 0.09% | 0.13% | Q2 2023 | Q3 2023 | 2 |
COHEN LAWRENCE B | 1 | 1 | 2.87% | 3.05% | 3.24% | Q4 2021 | Q4 2022 | 2 |
Lake Hills Wealth Management, LLC | 2 | 2 | 0.21% | 0.26% | 0.30% | Q4 2021 | Q1 2022 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
LeJeune Puetz Investment Counsel LLC | 2 | 2 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q1 2023 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Idaho Trust Bank | 2 | 2 | 2.84% | 2.88% | 2.91% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.04% | 0.10% | 0.17% | Q2 2023 | Q3 2023 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.18% | 0.21% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Intrepid Financial Planning Group LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q3 2022 | 2 |
OPPENHEIMER ASSET MANAGEMENT INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Hoxton Financial, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 2 |
Capital Advisors Wealth Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
TRAN CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.02% | 0.10% | 0.18% | Q4 2015 | Q4 2016 | 2 |
Cadence Bank | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 2.63% | 10.93% | 19.22% | Q2 2023 | Q3 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.34% | 0.35% | 0.36% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Capstone Financial Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
BHK Investment Advisors, LLC | 2 | 2 | 0.18% | 0.35% | 0.51% | Q4 2017 | Q1 2018 | 2 |
OVERSEA-CHINESE BANKING Corp Ltd | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
DOVER ADVISORS, LLC | 2 | 2 | 0.36% | 0.38% | 0.40% | Q2 2023 | Q3 2023 | 2 |
PETREDIS INVESTMENT ADVISORS LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Parker Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q2 2019 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 2.88% | 3.40% | 3.92% | Q2 2023 | Q3 2023 | 2 |
DAVIDSON INVESTMENT ADVISORS | 2 | 2 | 0.06% | 0.10% | 0.15% | Q2 2021 | Q3 2021 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 1.79% | 2.15% | 2.50% | Q2 2023 | Q3 2023 | 2 |
Arjuna Capital | 1 | 1 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q4 2022 | 2 |
DecisionPoint Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
GRAND WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
PRICE T ROWE ASSOCIATES INC /MD/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Prosperity Financial Group, Inc. | 2 | 2 | 0.29% | 0.30% | 0.30% | Q2 2023 | Q3 2023 | 2 |
RICE HALL JAMES & ASSOCIATES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q1 2020 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Prosperity Wealth Management, Inc. | 2 | 2 | 0.24% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Kaizen Financial Strategies | 1 | 1 | 0.16% | 0.30% | 0.44% | Q4 2020 | Q4 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Johnson Financial Group, LLC | 2 | 2 | 0.03% | 0.12% | 0.20% | Q2 2023 | Q3 2023 | 2 |
SHELTON CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.22% | 0.25% | 0.28% | Q2 2023 | Q3 2023 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.06% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Renasant Bank | 2 | 2 | 0.25% | 0.31% | 0.36% | Q4 2020 | Q1 2021 | 2 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2021 | 2 |
BigSur Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.37% | 0.43% | 0.48% | Q2 2023 | Q3 2023 | 2 |
Quantbot Technologies LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 2 |
Sharper & Granite LLC | 2 | 2 | 0.25% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
WATERSHED PRIVATE WEALTH LLC | 2 | 2 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.10% | 0.47% | 0.85% | Q4 2022 | Q1 2023 | 2 |
CAPITAL INSIGHT PARTNERS, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Wiser Wealth Management, Inc | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q4 2023 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 2 |
Investment Research & Advisory Group, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2018 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 1.88% | 2.03% | 2.18% | Q1 2022 | Q2 2022 | 2 |
Arlington Capital Management, Inc. | 2 | 2 | 0.28% | 0.33% | 0.38% | Q4 2019 | Q1 2020 | 2 |
Objective Capital Management, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Nuveen Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Kessler Investment Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 2 |
Summit Equities Inc | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Gibson Capital, LLC | 2 | 2 | 0.44% | 0.45% | 0.45% | Q3 2019 | Q4 2019 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.89% | 0.90% | 0.92% | Q4 2017 | Q1 2018 | 2 |
Gotham Asset Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
PHYSICIANS FINANCIAL SERVICES, INC. | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q3 2021 | 2 |
Family Asset Management, LLC | 2 | 2 | 0.00% | 0.05% | 0.11% | Q2 2023 | Q3 2023 | 2 |
EdgeRock Capital LLC | 2 | 2 | 16.02% | 16.50% | 16.98% | Q2 2022 | Q3 2022 | 2 |
SWMG, LLC | 2 | 2 | 0.16% | 0.30% | 0.44% | Q1 2023 | Q2 2023 | 2 |
True Capital Management | 2 | 2 | 1.59% | 1.61% | 1.62% | Q4 2022 | Q1 2023 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
YARGER WEALTH STRATEGIES, LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q1 2020 | 2 |
Crew Capital Management, Ltd. | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q3 2021 | 2 |
Fortress Wealth Management, Inc. | 2 | 2 | 1.11% | 1.69% | 2.27% | Q4 2022 | Q1 2023 | 2 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Palmer Knight Co | 2 | 2 | 0.19% | 0.20% | 0.20% | Q3 2022 | Q4 2022 | 2 |
CONSILIO WEALTH ADVISORS, LLC | 2 | 2 | 0.58% | 3.24% | 5.91% | Q4 2021 | Q1 2022 | 2 |
Quantitative Investment Management, LLC | 1 | 1 | 0.16% | 0.30% | 0.43% | Q2 2018 | Q4 2018 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
SMI Advisory Services, LLC | 1 | 1 | 0.08% | 0.12% | 0.15% | Q1 2022 | Q3 2023 | 2 |
Claremont Financial Group, Inc. | 2 | 2 | 1.52% | 2.22% | 2.92% | Q4 2021 | Q1 2022 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.03% | 0.24% | 0.45% | Q1 2022 | Q3 2023 | 2 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 2 |
FURE FINANCIAL CORP | 1 | 1 | 12.67% | 16.32% | 19.98% | Q3 2020 | Q2 2022 | 2 |
Winchester Group Inc. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2013 | Q3 2013 | 2 |
Alerus Investment Advisors Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
First Western Trust Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
GRIFFIN ASSET MANAGEMENT, INC. | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2013 | Q3 2013 | 2 |
SINECERA CAPITAL, LLC | 2 | 2 | 0.23% | 0.25% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Callan Capital, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.39% | 0.40% | 0.40% | Q1 2021 | Q2 2021 | 2 |
Veracity Capital LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q4 2019 | Q1 2020 | 2 |
Archvest Wealth Advisors, Inc. | 2 | 2 | 0.22% | 0.24% | 0.27% | Q4 2021 | Q1 2022 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2014 | Q1 2015 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.71% | 0.86% | 1.01% | Q4 2022 | Q1 2023 | 2 |
DB Wealth Management Group, LLC | 2 | 2 | 0.01% | 0.52% | 1.03% | Q2 2023 | Q3 2023 | 2 |
Buttonwood Financial Advisors Inc. | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Grant/GrossMendelsohn, LLC | 2 | 2 | 0.27% | 0.27% | 0.28% | Q2 2023 | Q3 2023 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 1.66% | 1.77% | 1.89% | Q1 2021 | Q2 2021 | 2 |
Rosenbaum Jay D. | 2 | 2 | 0.55% | 0.64% | 0.73% | Q2 2023 | Q3 2023 | 2 |
HSBC HOLDINGS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Quantitative Strategies, Inc. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Trevian Wealth Management LLC | 1 | 1 | 0.19% | 0.20% | 0.21% | Q1 2022 | Q3 2023 | 2 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 2 | 2 | 0.13% | 0.17% | 0.21% | Q1 2023 | Q2 2023 | 2 |
MOULTON WEALTH MANAGEMENT, INC | 2 | 2 | 2.66% | 2.73% | 2.80% | Q3 2021 | Q4 2021 | 2 |
CarsonAllaria Wealth Management, Ltd. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Red Tortoise LLC | 1 | 1 | 0.81% | 0.86% | 0.91% | Q3 2021 | Q4 2022 | 2 |
FIRST COMMUNITY TRUST NA | 2 | 2 | 0.18% | 0.19% | 0.19% | Q4 2021 | Q1 2022 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Fullerton Fund Management Co Ltd. | 2 | 2 | 0.63% | 0.74% | 0.85% | Q2 2023 | Q3 2023 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 1.26% | 1.32% | 1.38% | Q4 2022 | Q3 2023 | 2 |
Grey Street Capital, LLC | 2 | 2 | 0.40% | 0.41% | 0.42% | Q2 2023 | Q3 2023 | 2 |
Empowered Funds, LLC | 1 | 1 | 0.10% | 1.87% | 3.63% | Q3 2021 | Q2 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Caption Management, LLC | 1 | 1 | 0.12% | 0.58% | 1.04% | Q3 2020 | Q3 2020 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2022 | Q4 2022 | 2 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 2 |
CPR Investments Inc. | 2 | 2 | 0.19% | 0.19% | 0.20% | Q4 2021 | Q1 2022 | 2 |
Polianta Ltd | 2 | 2 | 7.64% | 8.21% | 8.78% | Q1 2020 | Q2 2020 | 2 |
Dorsey Wright & Associates | 1 | 1 | 7.54% | 8.73% | 9.92% | Q1 2014 | Q3 2014 | 2 |
Werba Rubin Papier Wealth Management | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Signify Wealth | 2 | 2 | 0.16% | 4.78% | 9.39% | Q3 2021 | Q4 2021 | 2 |
TWIN CAPITAL MANAGEMENT INC | 2 | 2 | 0.58% | 0.62% | 0.66% | Q3 2015 | Q4 2015 | 2 |
Secrest Blakey & Associates, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q3 2019 | 2 |
Fieldpoint Private Securities, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
AMI ASSET MANAGEMENT CORP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2021 | 2 |
Lee Financial Group Hawaii, Inc. | 2 | 2 | 0.65% | 0.70% | 0.75% | Q2 2020 | Q3 2020 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.29% | 0.33% | 0.37% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Biltmore Capital Advisors LLC | 1 | 1 | 4.08% | 4.21% | 4.34% | Q4 2018 | Q2 2020 | 2 |
IronBridge Private Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Fund Evaluation Group, LLC | 2 | 2 | 0.20% | 0.44% | 0.68% | Q4 2019 | Q1 2020 | 2 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
Essex LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q2 2023 | 2 |
SBK Financial, Inc. | 2 | 2 | 0.19% | 0.20% | 0.21% | Q4 2021 | Q1 2022 | 2 |
NIXON PEABODY TRUST CO | 2 | 2 | 1.73% | 1.73% | 1.74% | Q2 2023 | Q3 2023 | 2 |
AMJ Financial Wealth Management | 2 | 2 | 0.14% | 0.19% | 0.23% | Q4 2021 | Q1 2022 | 2 |
DRIVE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.12% | 0.17% | 0.21% | Q4 2022 | Q1 2023 | 2 |
Strategic Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Revisor Wealth Management LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q1 2023 | Q2 2023 | 2 |
Quent Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Column Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
CapWealth Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Israel Discount Bank of New York | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Simplicity Wealth,LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q1 2023 | Q2 2023 | 2 |
DIMENSION CAPITAL MANAGEMENT LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.49% | 0.50% | 0.51% | Q4 2018 | Q1 2019 | 2 |
Aspen Grove Capital, LLC | 2 | 2 | 0.60% | 0.68% | 0.76% | Q2 2023 | Q3 2023 | 2 |
Dai-ichi Life Insurance Company, Ltd | 2 | 2 | 1.48% | 1.57% | 1.65% | Q3 2020 | Q4 2020 | 2 |
Resolute Wealth Strategies, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Jenkins Wealth | 1 | 1 | 9.21% | 9.32% | 9.43% | Q4 2021 | Q4 2022 | 2 |
MFA WEALTH ADVISORS, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Constellation Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.16% | 0.26% | Q3 2013 | Q4 2013 | 2 |
Heritage Investment Group, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Epic Trust Investment Advisors, LLC | 2 | 2 | 0.35% | 0.37% | 0.39% | Q1 2023 | Q2 2023 | 2 |
Polen Capital Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CMC Financial Group | 1 | 1 | 1.80% | 7.28% | 12.76% | Q2 2019 | Q3 2021 | 2 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q4 2022 | 2 |
Trust Co of Kansas | 1 | 1 | 0.14% | 0.23% | 0.32% | Q4 2021 | Q4 2022 | 2 |
Canal Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
DRW Securities, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2013 | Q3 2013 | 1 |
Beck Bode, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Eukles Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
JUNCTURE WEALTH STRATEGIES, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q2 2017 | 1 |
ATHERTON LANE ADVISERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Maven Securities LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 6.46% | 6.46% | 6.46% | Q4 2014 | Q4 2014 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Board of Trustees of The Leland Stanford Junior University | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
Maple Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Graypoint LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Rinet Co LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.96% | 0.96% | 0.96% | Q1 2017 | Q1 2017 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2018 | Q3 2018 | 1 |
ASSET PLANNING CORPORATION | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Sustainable Growth Advisers, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q2 2013 | Q2 2013 | 1 |
QUALCOMM INC/DE | 1 | 1 | 10.01% | 10.01% | 10.01% | Q2 2013 | Q2 2013 | 1 |
BOSTON RESEARCH & MANAGEMENT INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
MACRO Consulting Group | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2018 | Q4 2018 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2015 | Q4 2015 | 1 |
Wealth CMT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Aberdeen Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Compton Wealth Advisory Group, LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2023 | Q3 2023 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2021 | Q2 2021 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Monte Financial Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
RELIANCE TRUST CO | 1 | 1 | 4.23% | 4.23% | 4.23% | Q3 2018 | Q3 2018 | 1 |
Sepio Capital, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Indie Asset Partners, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2020 | Q3 2020 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Avalon Advisory Group | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Watchman Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
JGP Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Bridgewealth Advisory Group, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2023 | Q3 2023 | 1 |
Schneider Downs Wealth Management Advisors, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
GREENWOOD GEARHART INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
SUN LIFE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
LWS Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
PRIMORIS WEALTH ADVISORS, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2022 | Q2 2022 | 1 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2022 | Q3 2022 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
CHATHAM CAPITAL GROUP, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
RIVERBRIDGE PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Stiles Financial Services Inc | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q3 2022 | 1 |
TILIA FIDUCIARY PARTNERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Paradigm Capital Management, LLC/NV | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WESTWOOD MANAGEMENT CORP /IL/ | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2019 | Q2 2019 | 1 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
INVERNESS COUNSEL LLC /NY/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2015 | Q1 2015 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Alliance Wealth Advisors, LLC /UT | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2022 | Q4 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Oliver Luxxe Assets LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2016 | Q1 2016 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PAYDEN & RYGEL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Tanager Wealth Management LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
WELCH & FORBES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Financial Planners of Cleveland, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
McDonough Capital Management, Inc | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q3 2022 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
ARS Wealth Advisors Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
AFS Financial Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Blue Barn Wealth, LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q4 2022 | Q4 2022 | 1 |
LMCG INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 3.42% | 3.42% | 3.42% | Q1 2023 | Q1 2023 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Investors Research Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Daiwa Securities Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
SHAYNE & JACOBS, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Jackson Financial Management | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2018 | Q1 2018 | 1 |
Wedgewood Partners | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 3.20% | 3.20% | 3.20% | Q1 2022 | Q1 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Compass Financial Group, Inc. | 1 | 1 | 2.31% | 2.31% | 2.31% | Q4 2015 | Q4 2015 | 1 |
Matisse Capital | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Sands Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Ethic Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Benedetti & Gucer, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
GUARDIAN CAPITAL ADVISORS LP | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2023 | Q3 2023 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Wallace Advisory Group, LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q4 2022 | Q4 2022 | 1 |
Quantum Capital Management, LLC / NJ | 1 | 1 | 11.60% | 11.60% | 11.60% | Q3 2017 | Q3 2017 | 1 |
Nikulski Financial, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
TNF LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Bridge Advisory, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Plan Group Financial, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2023 | Q2 2023 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
SPRENG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Gerstein Fisher | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2023 | Q2 2023 | 1 |
Legacy Wealth Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2022 | Q4 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEATHERLY ASSET MANAGEMENT L. P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Human Investing LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2021 | Q2 2021 | 1 |
Twin Tree Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
RFG HOLDINGS, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Verum Partners LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Clarus Group, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2022 | Q2 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2015 | Q4 2015 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Taylor & Morgan Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
ARS Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2014 | Q2 2014 | 1 |
Ackerman Capital Advisors, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2020 | Q1 2020 | 1 |
New Harbor Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Strategic Equity Management | 1 | 1 | 3.95% | 3.95% | 3.95% | Q4 2021 | Q4 2021 | 1 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2013 | Q1 2013 | 1 |
Seven Post Investment Office LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
First Citizens Asset Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
HNP Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Tandem Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 17.72% | 17.72% | 17.72% | Q1 2023 | Q1 2023 | 1 |
Catamount Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2022 | Q4 2022 | 1 |
LWMG, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ergoteles LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2022 | Q2 2022 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Northern Capital Management, Inc. | 1 | 1 | 1.57% | 1.57% | 1.57% | Q4 2022 | Q4 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Capital Investment Services of America, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q4 2020 | Q4 2020 | 1 |
Robbie L. Kennerson P.A., Inc. | 1 | 1 | 6.21% | 6.21% | 6.21% | Q4 2022 | Q4 2022 | 1 |
Linden Thomas Advisory Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
West Tower Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Fithian, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2023 | Q1 2023 | 1 |
GFS Private Wealth, LLC | 1 | 1 | 13.27% | 13.27% | 13.27% | Q4 2017 | Q4 2017 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
Chicago Wealth Management, Inc. | 1 | 1 | 8.62% | 8.62% | 8.62% | Q4 2019 | Q4 2019 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 4.48% | 4.48% | 4.48% | Q1 2018 | Q1 2018 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
EA Series Trust | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Fulcrum Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Root Financial Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Platform Technology Partners | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2015 | Q4 2015 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
ELEVATUS WELATH MANAGEMENT | 1 | 1 | 2.00% | 2.00% | 2.00% | Q3 2023 | Q3 2023 | 1 |
FIDUCIARY SERVICES CORP/GA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
LAZARI CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Kure Advisory, LLC | 1 | 1 | 2.90% | 2.90% | 2.90% | Q3 2023 | Q3 2023 | 1 |
Carlsbad Wealth Advisory Group, Inc. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2023 | Q2 2023 | 1 |
RAM Investment Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2023 | Q4 2023 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Klaas Financial Asset Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
CEDAR HILL ASSOCIATES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
GSG Advisors LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 3.31% | 3.31% | 3.31% | Q3 2023 | Q3 2023 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
Horst & Graben Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
United Community Bank | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Exchange Bank | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Waypoint Wealth Partners Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Motley Fool Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
THREADGILL FINANCIAL, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Ameraudi Asset Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CXI Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Knights of Columbus Asset Advisors LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q1 2019 | Q1 2019 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Vise Technologies, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Wilshire Advisors LLC | 1 | 1 | 3.98% | 3.98% | 3.98% | Q4 2015 | Q4 2015 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q4 2022 | 1 |
REBALANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Perimeter Capital Partners, LLC | 1 | 1 | 16.91% | 16.91% | 16.91% | Q3 2014 | Q3 2014 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2022 | Q3 2022 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Main Line Retirement Advisors, LLC | 1 | 1 | 5.04% | 5.04% | 5.04% | Q2 2023 | Q2 2023 | 1 |
Americana Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
ALPS ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
BCM ADVISORS, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2017 | Q4 2017 | 1 |
Bridgecreek Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
HM Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 2.66% | 2.66% | 2.66% | Q3 2017 | Q3 2017 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
CAHABA WEALTH MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Regis Management CO LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
COLUMBUS CIRCLE INVESTORS | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2017 | Q2 2017 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Osbon Capital Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2019 | Q2 2019 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
External links
This page lists all the filers that currently own VANGUARD INDEX FDS or have owned VANGUARD INDEX FDS in the past.