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 | 108 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.22% | Q4 2015 | Q3 2023 | 77 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.71% | 1.75% | Q2 2013 | Q3 2023 | 56 |
HUNTINGTON NATIONAL BANK | 30 | 18 | 0.00% | 0.04% | 0.09% | Q4 2009 | Q3 2023 | 53 |
Citadel Advisors | 18 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 51 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 50 |
MCF Advisors LLC | 40 | 7 | 0.24% | 1.22% | 12.70% | Q4 2011 | Q3 2023 | 47 |
Zhang Financial LLC | 47 | 47 | 0.70% | 1.15% | 1.50% | Q1 2012 | Q3 2023 | 47 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.01% | 0.05% | 0.12% | Q1 2012 | Q3 2023 | 46 |
NWAM LLC | 46 | 46 | 0.37% | 2.12% | 4.82% | Q2 2012 | Q3 2023 | 46 |
Rehmann Capital Advisory Group | 28 | 2 | 0.14% | 0.79% | 2.62% | Q4 2011 | Q3 2023 | 45 |
TCI Wealth Advisors, Inc. | 44 | 44 | 0.08% | 0.17% | 0.26% | Q4 2012 | Q3 2023 | 44 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.00% | 0.54% | 1.21% | Q2 2013 | Q3 2023 | 44 |
Tortoise Investment Management, LLC | 44 | 44 | 0.01% | 0.74% | 1.49% | Q4 2012 | Q3 2023 | 44 |
Destination Wealth Management | 43 | 43 | 0.13% | 0.78% | 2.49% | Q1 2013 | Q3 2023 | 43 |
CARRET ASSET MANAGEMENT, LLC | 43 | 43 | 0.17% | 0.25% | 0.38% | Q1 2013 | Q3 2023 | 43 |
SHEETS SMITH WEALTH MANAGEMENT | 43 | 43 | 0.34% | 0.42% | 0.50% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.02% | 0.05% | 0.16% | Q1 2013 | Q3 2023 | 43 |
JMG Financial Group, Ltd. | 42 | 42 | 0.12% | 0.25% | 1.06% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 1.12% | 1.82% | 2.71% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
WOODMONT INVESTMENT COUNSEL LLC | 42 | 42 | 3.22% | 5.45% | 8.46% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.02% | 0.12% | 0.39% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.04% | 0.14% | 0.40% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.23% | 0.43% | 0.78% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.05% | 0.69% | 1.15% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 6.90% | 11.70% | 18.18% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.02% | 0.67% | 1.23% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.05% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.15% | 0.41% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.02% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 42 |
ASPIRIANT, LLC | 42 | 42 | 0.06% | 0.18% | 0.79% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.10% | 0.21% | 0.40% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.16% | 0.43% | 0.67% | Q2 2013 | Q3 2023 | 42 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.33% | 0.72% | 1.28% | Q2 2013 | Q3 2023 | 42 |
NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.09% | 0.18% | 0.54% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Camelot Portfolios, LLC | 42 | 42 | 0.15% | 1.03% | 2.29% | Q2 2013 | Q3 2023 | 42 |
EVERGREEN CAPITAL MANAGEMENT LLC | 42 | 42 | 0.56% | 1.64% | 3.13% | Q2 2013 | Q3 2023 | 42 |
MOGY JOEL R INVESTMENT COUNSEL INC | 42 | 42 | 0.05% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 6.32% | 11.55% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.03% | 0.37% | 1.27% | Q2 2013 | Q3 2023 | 42 |
American Investment Services, Inc. | 42 | 42 | 1.97% | 3.23% | 6.02% | Q2 2013 | Q3 2023 | 42 |
GREENLEAF TRUST | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Carlson Capital Management | 42 | 42 | 1.12% | 3.57% | 5.95% | Q2 2013 | Q3 2023 | 42 |
FIRST AMERICAN TRUST, FSB | 42 | 42 | 0.20% | 3.11% | 6.05% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 1.68% | 2.76% | 3.59% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.17% | 0.23% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Savant Capital, LLC | 42 | 42 | 0.16% | 1.08% | 2.38% | Q2 2013 | Q3 2023 | 42 |
TD Capital Management LLC | 42 | 42 | 2.42% | 4.26% | 8.96% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
VISTA CAPITAL PARTNERS, INC. | 42 | 42 | 17.53% | 25.37% | 34.46% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42 | 42 | 0.16% | 0.94% | 2.34% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 0.08% | 0.20% | 0.38% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.01% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 2.34% | 3.04% | 4.21% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 21 | 21 | 0.21% | 0.63% | 1.05% | Q1 2013 | Q3 2023 | 42 |
GOULD ASSET MANAGEMENT LLC /CA/ | 42 | 42 | 0.23% | 0.42% | 0.65% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.05% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Opus Capital Group, LLC | 42 | 42 | 0.18% | 1.61% | 3.53% | Q2 2013 | Q3 2023 | 42 |
Modera Wealth Management, LLC | 42 | 42 | 2.56% | 5.52% | 7.71% | Q2 2013 | Q3 2023 | 42 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 42 | 42 | 0.34% | 2.82% | 9.25% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.17% | 0.26% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Segment Wealth Management, LLC | 42 | 42 | 0.22% | 0.80% | 2.55% | Q2 2013 | Q3 2023 | 42 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 42 | 42 | 0.48% | 0.82% | 1.25% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.03% | 0.21% | 0.40% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.03% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.08% | 0.15% | 0.31% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.14% | 0.31% | 0.54% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 4.98% | 7.21% | 9.48% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.03% | 0.31% | 0.89% | Q2 2013 | Q3 2023 | 42 |
Focused Wealth Management, Inc | 41 | 41 | 0.12% | 3.96% | 13.52% | Q3 2013 | Q3 2023 | 41 |
ASSOCIATED BANC-CORP | 41 | 41 | 0.05% | 0.23% | 0.62% | Q3 2013 | Q3 2023 | 41 |
TOMPKINS FINANCIAL CORP | 32 | 9 | 0.00% | 0.85% | 3.31% | Q2 2013 | Q3 2023 | 41 |
OLD NATIONAL BANCORP /IN/ | 41 | 41 | 0.07% | 0.80% | 2.04% | Q3 2013 | Q3 2023 | 41 |
UBS Group AG | 36 | 36 | 0.00% | 0.48% | 0.73% | Q4 2014 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.07% | 0.15% | 0.33% | Q3 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.15% | 0.22% | 0.30% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.84% | 1.63% | 2.67% | Q3 2013 | Q3 2023 | 41 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 34 | 7 | 0.06% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 41 |
EXENCIAL WEALTH ADVISORS, LLC | 24 | 8 | 0.88% | 1.58% | 2.61% | Q1 2013 | Q3 2023 | 41 |
JNBA Financial Advisors | 21 | 20 | 0.01% | 0.11% | 0.45% | Q2 2013 | Q3 2023 | 41 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 40 | 1 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.85% | 1.91% | Q4 2013 | Q3 2023 | 41 |
COLDSTREAM CAPITAL MANAGEMENT INC | 37 | 4 | 0.64% | 1.62% | 3.82% | Q2 2013 | Q3 2023 | 41 |
CONDOR CAPITAL MANAGEMENT | 41 | 41 | 1.86% | 3.70% | 5.88% | Q3 2013 | Q3 2023 | 41 |
THRIVENT FINANCIAL FOR LUTHERANS | 37 | 37 | 0.00% | 0.08% | 0.24% | Q3 2014 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.07% | 0.18% | 0.32% | Q2 2013 | Q2 2023 | 41 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 31 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.00% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 41 |
Legacy Private Trust Co. | 41 | 41 | 0.04% | 0.29% | 1.78% | Q3 2013 | Q3 2023 | 41 |
SAWGRASS ASSET MANAGEMENT LLC | 34 | 7 | 0.14% | 0.25% | 0.55% | Q2 2013 | Q3 2023 | 41 |
CAPTRUST FINANCIAL ADVISORS | 29 | 12 | 0.03% | 0.95% | 2.65% | Q2 2013 | Q3 2023 | 41 |
SouthState Corp | 40 | 1 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 41 |
BRIGHTON JONES LLC | 26 | 15 | 0.09% | 0.18% | 0.32% | Q2 2013 | Q3 2023 | 41 |
Evercore Wealth Management, LLC | 35 | 6 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Haverford Trust Co | 40 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 2 | 0.01% | 1.89% | 2.74% | Q2 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 22 | 19 | 0.06% | 0.41% | 1.15% | Q2 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 30 | 11 | 0.02% | 0.21% | 0.61% | Q2 2013 | Q3 2023 | 41 |
Sandy Spring Bank | 38 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 41 |
SIGNATUREFD, LLC | 27 | 14 | 0.01% | 0.40% | 1.61% | Q2 2013 | Q3 2023 | 41 |
HOWE & RUSLING INC | 38 | 3 | 0.06% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 41 |
COLONY GROUP LLC | 40 | 40 | 0.01% | 0.24% | 0.79% | Q4 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.45% | 0.76% | 1.09% | Q4 2013 | Q3 2023 | 40 |
Thomasville National Bank | 27 | 13 | 0.03% | 0.15% | 0.63% | Q2 2013 | Q3 2023 | 40 |
BURNEY CO/ | 31 | 9 | 0.02% | 0.18% | 0.34% | Q2 2013 | Q3 2023 | 40 |
Evanson Asset Management, LLC | 40 | 40 | 0.20% | 0.46% | 0.92% | Q4 2013 | Q3 2023 | 40 |
Parsec Financial Management, Inc. | 40 | 40 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q1 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 2.27% | 4.67% | 7.28% | Q4 2013 | Q3 2023 | 40 |
Baltimore-Washington Financial Advisors, Inc. | 40 | 40 | 1.73% | 2.37% | 4.36% | Q4 2013 | Q3 2023 | 40 |
HOWLAND CAPITAL MANAGEMENT LLC | 40 | 40 | 0.07% | 0.12% | 0.18% | Q4 2013 | Q3 2023 | 40 |
SOL Capital Management CO | 40 | 40 | 0.08% | 1.08% | 2.42% | Q4 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.01% | 0.03% | 0.21% | Q4 2013 | Q3 2023 | 40 |
Blue Edge Capital, LLC | 40 | 40 | 6.52% | 8.86% | 10.43% | Q4 2013 | Q3 2023 | 40 |
Avior Wealth Management, LLC | 40 | 40 | 0.36% | 1.01% | 1.86% | Q4 2013 | Q3 2023 | 40 |
Pure Financial Advisors, LLC | 22 | 18 | 0.45% | 2.18% | 5.45% | Q2 2013 | Q4 2023 | 40 |
SAGE FINANCIAL GROUP INC | 40 | 40 | 3.59% | 5.87% | 7.93% | Q4 2013 | Q3 2023 | 40 |
Newman Dignan & Sheerar, Inc. | 32 | 3 | 0.05% | 0.70% | 1.13% | Q2 2013 | Q3 2023 | 40 |
M&T BANK CORP | 25 | 15 | 0.00% | 0.04% | 0.11% | Q3 2013 | Q3 2023 | 40 |
PLANNING ALTERNATIVES LTD /ADV | 40 | 40 | 1.20% | 2.36% | 4.97% | Q4 2013 | Q3 2023 | 40 |
Private Ocean, LLC | 40 | 40 | 0.26% | 0.58% | 1.08% | Q4 2013 | Q3 2023 | 40 |
Cetera Advisors LLC | 23 | 17 | 0.04% | 0.18% | 0.39% | Q3 2013 | Q3 2023 | 40 |
Financial Planning & Information Services, Inc. | 40 | 40 | 5.08% | 7.24% | 9.20% | Q4 2013 | Q3 2023 | 40 |
Reynders McVeigh Capital Management, LLC | 29 | 11 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q3 2023 | 40 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 40 | 40 | 0.00% | 0.01% | 0.19% | Q4 2013 | Q3 2023 | 40 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.01% | 0.11% | 0.69% | Q1 2014 | Q3 2023 | 39 |
COUNTRY TRUST BANK | 39 | 39 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2023 | 39 |
COMERICA BANK | 38 | 1 | 0.00% | 0.04% | 0.18% | Q3 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.13% | 0.28% | Q1 2014 | Q3 2023 | 39 |
Regal Investment Advisors LLC | 27 | 1 | 0.09% | 0.76% | 1.96% | Q2 2013 | Q3 2023 | 39 |
Madden Advisory Services, Inc. | 39 | 39 | 0.08% | 2.14% | 5.73% | Q1 2014 | Q3 2023 | 39 |
Archford Capital Strategies, LLC | 39 | 39 | 0.00% | 1.99% | 4.00% | Q1 2014 | Q3 2023 | 39 |
FDx Advisors, Inc. | 32 | 7 | 0.03% | 0.38% | 1.20% | Q4 2013 | Q3 2023 | 39 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 26 | 4 | 0.13% | 0.53% | 3.89% | Q3 2013 | Q3 2023 | 39 |
Mathes Company, Inc. | 37 | 2 | 0.14% | 0.19% | 0.24% | Q4 2013 | Q3 2023 | 39 |
CHOREO, LLC | 39 | 39 | 0.30% | 4.94% | 11.77% | Q1 2014 | Q3 2023 | 39 |
MUFG Americas Holdings Corp | 38 | 1 | 0.00% | 0.23% | 0.67% | Q4 2010 | Q3 2022 | 39 |
Brinker Capital Investments, LLC | 39 | 39 | 0.04% | 0.47% | 1.30% | Q2 2013 | Q4 2022 | 39 |
Highlander Capital Management, LLC | 39 | 39 | 0.02% | 0.05% | 0.09% | Q1 2014 | Q3 2023 | 39 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.04% | 0.06% | 0.14% | Q2 2013 | Q3 2022 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.01% | 0.04% | 0.14% | Q1 2014 | Q3 2023 | 38 |
Atlas Brown,Inc. | 38 | 38 | 0.24% | 1.39% | 2.60% | Q2 2014 | Q3 2023 | 38 |
Garde Capital, Inc. | 38 | 38 | 10.21% | 12.55% | 17.17% | Q2 2014 | Q3 2023 | 38 |
FARMERS & MERCHANTS INVESTMENTS INC | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
Waverly Advisors, LLC | 34 | 4 | 0.00% | 1.55% | 3.00% | Q4 2013 | Q3 2023 | 38 |
ALLIANCEBERNSTEIN L.P. | 27 | 11 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 38 |
FIRST MANHATTAN CO. LLC. | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
Sensible Financial Planning & Management, LLC. | 37 | 37 | 0.42% | 1.18% | 3.64% | Q3 2014 | Q3 2023 | 37 |
FORTE CAPITAL LLC /ADV | 37 | 37 | 1.02% | 2.43% | 5.17% | Q3 2014 | Q3 2023 | 37 |
Nadler Financial Group, Inc. | 37 | 37 | 2.82% | 7.91% | 9.78% | Q3 2014 | Q3 2023 | 37 |
Morningstar Investment Services LLC | 27 | 3 | 0.10% | 1.24% | 2.41% | Q2 2013 | Q3 2023 | 37 |
Ironsides Asset Advisors, LLC | 23 | 14 | 0.56% | 0.93% | 1.58% | Q2 2014 | Q3 2023 | 37 |
ENTERPRISE FINANCIAL SERVICES CORP | 37 | 37 | 0.02% | 0.35% | 2.31% | Q2 2013 | Q2 2022 | 37 |
STEPHENS INC /AR/ | 37 | 37 | 0.02% | 0.28% | 0.65% | Q3 2014 | Q3 2023 | 37 |
VANGUARD GROUP INC | 34 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 37 |
INSPIRION WEALTH ADVISORS, LLC | 36 | 36 | 0.16% | 0.25% | 0.39% | Q4 2014 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.01% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.17% | 0.66% | 0.99% | Q4 2014 | Q3 2023 | 36 |
QUEST INVESTMENT MANAGEMENT LLC | 36 | 36 | 0.26% | 0.95% | 2.66% | Q4 2014 | Q3 2023 | 36 |
EP Wealth Advisors, LLC | 18 | 18 | 0.00% | 11.93% | 19.28% | Q3 2014 | Q3 2023 | 36 |
Atria Investments, Inc | 22 | 14 | 0.03% | 0.55% | 1.31% | Q3 2014 | Q3 2023 | 36 |
Wealth Architects, LLC | 36 | 36 | 0.56% | 2.63% | 5.06% | Q4 2014 | Q3 2023 | 36 |
BTC Capital Management, Inc. | 21 | 15 | 0.85% | 0.95% | 1.02% | Q3 2014 | Q3 2023 | 36 |
FOSTER & MOTLEY INC | 36 | 36 | 0.03% | 0.06% | 0.12% | Q4 2014 | Q3 2023 | 36 |
BALASA DINVERNO & FOLTZ LLC | 36 | 36 | 0.04% | 0.10% | 0.21% | Q4 2013 | Q3 2022 | 36 |
Argent Trust Co | 36 | 36 | 0.05% | 0.21% | 0.33% | Q4 2014 | Q3 2023 | 36 |
AIMZ Investment Advisors, LLC | 36 | 36 | 0.42% | 0.68% | 0.96% | Q4 2014 | Q3 2023 | 36 |
CREDIT SUISSE AG/ | 15 | 1 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 36 |
Diversified Portfolios, Inc. | 36 | 36 | 1.63% | 2.59% | 3.55% | Q4 2014 | Q3 2023 | 36 |
AlphaMark Advisors, LLC | 20 | 16 | 0.02% | 0.09% | 0.40% | Q2 2013 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.06% | 0.23% | 0.46% | Q4 2014 | Q3 2023 | 36 |
OLD SECOND NATIONAL BANK OF AURORA | 36 | 36 | 0.01% | 0.06% | 0.13% | Q4 2014 | Q3 2023 | 36 |
Cornerstone Management, Inc. | 36 | 36 | 7.52% | 16.67% | 21.77% | Q4 2014 | Q3 2023 | 36 |
M Holdings Securities, Inc. | 29 | 1 | 0.24% | 0.77% | 1.79% | Q4 2013 | Q2 2023 | 36 |
JOHNSON INVESTMENT COUNSEL INC | 36 | 36 | 0.02% | 0.06% | 0.10% | Q4 2014 | Q3 2023 | 36 |
Betterment LLC | 36 | 36 | 4.99% | 7.67% | 12.30% | Q4 2014 | Q3 2023 | 36 |
REGENTATLANTIC CAPITAL LLC | 36 | 36 | 0.02% | 0.09% | 0.18% | Q4 2013 | Q3 2022 | 36 |
Chicago Partners Investment Group LLC | 25 | 10 | 0.23% | 0.58% | 1.13% | Q4 2014 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.11% | 0.18% | 0.48% | Q2 2013 | Q4 2021 | 35 |
Hefren-Tillotson, Inc. | 35 | 35 | 1.25% | 13.41% | 46.20% | Q3 2013 | Q1 2022 | 35 |
FOUNDERS FINANCIAL SECURITIES LLC | 25 | 10 | 0.06% | 5.05% | 17.84% | Q4 2013 | Q3 2023 | 35 |
SIGNET FINANCIAL MANAGEMENT, LLC | 26 | 9 | 0.09% | 1.03% | 1.64% | Q4 2014 | Q3 2023 | 35 |
Horizon Investments, LLC | 27 | 4 | 0.01% | 3.18% | 21.79% | Q2 2013 | Q3 2023 | 35 |
Paragon Capital Management Ltd | 20 | 5 | 0.07% | 2.21% | 4.12% | Q2 2014 | Q3 2023 | 35 |
Cable Hill Partners, LLC | 29 | 6 | 4.12% | 15.07% | 23.85% | Q4 2014 | Q3 2023 | 35 |
Affiance Financial, LLC | 35 | 35 | 0.24% | 1.49% | 9.01% | Q1 2015 | Q3 2023 | 35 |
Ironwood Financial, llc | 31 | 4 | 0.05% | 0.15% | 0.32% | Q4 2014 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.18% | 0.75% | Q1 2015 | Q3 2023 | 35 |
Manchester Capital Management LLC | 35 | 35 | 0.13% | 1.40% | 3.18% | Q1 2015 | Q3 2023 | 35 |
B. Riley Wealth Advisors, Inc. | 33 | 1 | 0.00% | 1.09% | 2.03% | Q2 2014 | Q3 2023 | 35 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 35 |
PROVIDA PENSION FUND ADMINISTRATOR | 14 | 9 | 2.59% | 12.06% | 23.04% | Q4 2013 | Q4 2022 | 35 |
Voya Financial Advisors, Inc. | 35 | 35 | 0.04% | 0.89% | 1.90% | Q1 2015 | Q3 2023 | 35 |
Alpha Cubed Investments, LLC | 34 | 34 | 0.04% | 0.07% | 0.16% | Q2 2015 | Q3 2023 | 34 |
MILLENNIUM MANAGEMENT LLC | 15 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 34 |
STALEY CAPITAL ADVISERS INC | 32 | 2 | 0.02% | 0.40% | 0.85% | Q1 2015 | Q3 2023 | 34 |
LINCOLN NATIONAL CORP | 31 | 1 | 0.02% | 0.23% | 0.38% | Q1 2014 | Q3 2023 | 34 |
MISSION WEALTH MANAGEMENT, LP | 34 | 34 | 2.76% | 7.01% | 12.73% | Q2 2015 | Q3 2023 | 34 |
Advisory Services Network, LLC | 27 | 7 | 0.01% | 0.20% | 0.49% | Q1 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.42% | 0.52% | 0.70% | Q2 2015 | Q3 2023 | 34 |
ELM ADVISORS, LLC | 34 | 34 | 1.11% | 1.80% | 3.29% | Q4 2013 | Q1 2022 | 34 |
FC Advisory LLC | 34 | 34 | 0.27% | 0.36% | 0.44% | Q3 2015 | Q4 2023 | 34 |
Mariner, LLC | 34 | 34 | 0.02% | 1.25% | 2.06% | Q2 2015 | Q3 2023 | 34 |
MV CAPITAL MANAGEMENT, INC. | 33 | 33 | 0.11% | 0.37% | 0.86% | Q3 2015 | Q3 2023 | 33 |
Summit Financial Strategies, Inc. | 10 | 4 | 0.09% | 0.14% | 0.21% | Q4 2014 | Q3 2023 | 33 |
Stratos Wealth Partners, LTD. | 31 | 2 | 0.02% | 0.28% | 0.56% | Q4 2014 | Q3 2023 | 33 |
Baystate Wealth Management LLC | 28 | 5 | 0.01% | 2.39% | 6.15% | Q3 2014 | Q3 2023 | 33 |
CWM, LLC | 24 | 1 | 0.00% | 0.10% | 0.49% | Q4 2013 | Q3 2023 | 33 |
Homrich & Berg | 32 | 1 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2021 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.08% | 0.27% | 0.60% | Q4 2015 | Q4 2023 | 33 |
BlackRock Inc. | 32 | 32 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 33 |
Evensky & Katz LLC | 26 | 7 | 0.00% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 33 |
SEGALL BRYANT & HAMILL, LLC | 27 | 6 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2023 | 33 |
Hilltop Holdings Inc. | 26 | 7 | 0.02% | 0.35% | 2.67% | Q1 2015 | Q3 2023 | 33 |
Grove Bank & Trust | 32 | 32 | 0.01% | 1.04% | 2.13% | Q4 2015 | Q3 2023 | 32 |
Corrigan Financial, Inc. | 32 | 32 | 1.94% | 2.65% | 3.56% | Q4 2015 | Q3 2023 | 32 |
REILLY FINANCIAL ADVISORS, LLC | 28 | 4 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q4 2021 | 32 |
Diversified Trust Co | 32 | 32 | 0.03% | 0.07% | 0.14% | Q1 2016 | Q4 2023 | 32 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 32 | 32 | 0.24% | 0.55% | 0.98% | Q4 2015 | Q3 2023 | 32 |
Coe Capital Management, LLC | 31 | 1 | 0.11% | 0.38% | 0.70% | Q2 2013 | Q2 2021 | 32 |
Windham Capital Management, LLC | 29 | 3 | 0.39% | 5.28% | 10.63% | Q2 2013 | Q3 2023 | 32 |
Windsor Capital Management, LLC | 29 | 3 | 0.02% | 0.25% | 0.30% | Q2 2013 | Q3 2023 | 32 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 32 | 32 | 1.10% | 1.37% | 1.73% | Q4 2015 | Q3 2023 | 32 |
BANK OF HAWAII | 32 | 32 | 0.34% | 4.25% | 5.06% | Q4 2015 | Q3 2023 | 32 |
New England Private Wealth Advisors LLC | 32 | 32 | 0.10% | 0.14% | 0.22% | Q4 2015 | Q3 2023 | 32 |
Cordasco Financial Network | 32 | 32 | 0.02% | 1.34% | 7.14% | Q3 2014 | Q2 2022 | 32 |
Paradigm Financial Advisors, LLC | 32 | 32 | 0.95% | 1.68% | 2.92% | Q1 2014 | Q4 2021 | 32 |
Bishop & Co Investment Management, LLC | 32 | 32 | 6.12% | 8.81% | 10.14% | Q4 2015 | Q3 2023 | 32 |
Caprock Group, LLC | 32 | 32 | 0.22% | 0.86% | 2.24% | Q4 2015 | Q3 2023 | 32 |
Bragg Financial Advisors, Inc | 32 | 32 | 0.10% | 0.63% | 1.09% | Q4 2015 | Q3 2023 | 32 |
Raab & Moskowitz Asset Management LLC | 31 | 1 | 0.04% | 0.83% | 2.08% | Q4 2014 | Q3 2023 | 32 |
GIRARD PARTNERS LTD. | 32 | 32 | 0.12% | 0.94% | 1.91% | Q4 2015 | Q3 2023 | 32 |
WRAPMANAGER INC | 32 | 32 | 0.21% | 0.33% | 0.59% | Q4 2015 | Q3 2023 | 32 |
Moisand Fitzgerald Tamayo, LLC | 32 | 32 | 0.54% | 1.11% | 1.77% | Q4 2015 | Q3 2023 | 32 |
Colorado Capital Management, Inc. | 32 | 32 | 1.66% | 3.20% | 5.36% | Q4 2015 | Q3 2023 | 32 |
Clarius Group, LLC | 32 | 32 | 0.36% | 1.28% | 2.62% | Q4 2015 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.73% | 1.37% | 2.14% | Q4 2015 | Q3 2023 | 32 |
ProVise Management Group, LLC | 32 | 32 | 0.42% | 0.79% | 1.01% | Q2 2013 | Q1 2021 | 32 |
Berkeley Capital Partners, LLC | 32 | 32 | 0.25% | 1.20% | 4.22% | Q4 2015 | Q3 2023 | 32 |
Cornerstone Advisory, LLC | 32 | 32 | 0.11% | 0.40% | 1.34% | Q4 2015 | Q3 2023 | 32 |
Kovack Advisors, Inc. | 32 | 32 | 0.15% | 0.68% | 1.08% | Q4 2015 | Q3 2023 | 32 |
Bristlecone Advisors, LLC | 32 | 32 | 0.12% | 0.22% | 0.40% | Q4 2015 | Q3 2023 | 32 |
Hanson & Doremus Investment Management | 31 | 1 | 0.00% | 0.30% | 1.43% | Q3 2013 | Q3 2023 | 32 |
Brookstone Capital Management | 28 | 1 | 0.01% | 0.49% | 1.52% | Q2 2015 | Q3 2023 | 31 |
WEALTHSOURCE PARTNERS, LLC | 31 | 31 | 0.08% | 0.50% | 1.26% | Q1 2016 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.01% | 0.07% | 0.19% | Q4 2015 | Q3 2023 | 31 |
Whitegate Investment Counselors, Inc. | 30 | 1 | 0.79% | 2.14% | 5.17% | Q1 2014 | Q3 2023 | 31 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.96% | 5.20% | Q2 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.08% | 0.33% | 0.69% | Q4 2015 | Q3 2023 | 31 |
Kelman-Lazarov, Inc. | 31 | 31 | 0.32% | 1.22% | 2.32% | Q1 2016 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.42% | 0.56% | 0.69% | Q1 2016 | Q3 2023 | 31 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 21 | 10 | 0.06% | 0.31% | 0.50% | Q3 2013 | Q2 2022 | 31 |
Efficient Advisors, LLC | 31 | 31 | 0.10% | 2.45% | 7.69% | Q1 2016 | Q3 2023 | 31 |
CULLEN/FROST BANKERS, INC. | 19 | 12 | 0.00% | 0.04% | 0.14% | Q4 2015 | Q3 2023 | 31 |
Vigilant Capital Management, LLC | 12 | 9 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q2 2023 | 31 |
QUADRANT CAPITAL GROUP LLC | 16 | 15 | 0.01% | 0.26% | 0.86% | Q2 2015 | Q3 2023 | 31 |
Winch Advisory Services, LLC | 17 | 1 | 0.00% | 0.65% | 5.06% | Q2 2014 | Q3 2023 | 31 |
DUBUQUE BANK & TRUST CO | 17 | 14 | 0.01% | 2.44% | 6.96% | Q4 2015 | Q3 2023 | 31 |
Proficio Capital Partners LLC | 31 | 31 | 0.03% | 0.53% | 1.46% | Q1 2016 | Q3 2023 | 31 |
AMI INVESTMENT MANAGEMENT INC | 31 | 31 | 1.15% | 2.67% | 4.76% | Q1 2016 | Q3 2023 | 31 |
First Financial Bank - Trust Division | 31 | 31 | 0.37% | 1.53% | 3.14% | Q2 2016 | Q4 2023 | 31 |
Financial Architects, Inc | 27 | 4 | 0.00% | 0.14% | 0.37% | Q3 2015 | Q2 2023 | 31 |
SCS Capital Management LLC | 25 | 1 | 0.02% | 3.71% | 10.17% | Q2 2014 | Q3 2023 | 31 |
Integrated Investment Consultants, LLC | 23 | 8 | 0.34% | 1.45% | 2.77% | Q4 2015 | Q3 2023 | 31 |
McNamara Financial Services, Inc. | 31 | 31 | 0.10% | 0.14% | 0.18% | Q1 2016 | Q3 2023 | 31 |
WBH ADVISORY INC | 28 | 3 | 0.13% | 0.34% | 2.39% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.07% | 0.36% | Q1 2016 | Q3 2023 | 31 |
Trust Co | 31 | 31 | 0.23% | 3.73% | 15.70% | Q1 2016 | Q3 2023 | 31 |
UNITED BANK | 31 | 31 | 0.30% | 0.91% | 3.43% | Q1 2016 | Q3 2023 | 31 |
Permanens Capital L.P. | 30 | 30 | 1.86% | 28.60% | 64.75% | Q2 2016 | Q3 2023 | 30 |
BOKF, NA | 21 | 9 | 0.01% | 0.07% | 0.19% | Q1 2016 | Q3 2023 | 30 |
AllSquare Wealth Management LLC | 19 | 11 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 30 |
STRINGER ASSET MANAGEMENT, LLC | 16 | 2 | 0.41% | 7.48% | 14.04% | Q4 2013 | Q2 2022 | 30 |
FIDUCIARY TRUST CO | 30 | 30 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Telos Capital Management, Inc. | 26 | 4 | 0.03% | 0.07% | 0.14% | Q1 2016 | Q3 2023 | 30 |
Wealthcare Advisory Partners LLC | 30 | 30 | 0.01% | 0.15% | 0.45% | Q2 2016 | Q3 2023 | 30 |
Fiduciary Group LLC | 30 | 30 | 0.04% | 0.05% | 0.07% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.05% | 0.17% | 0.46% | Q2 2013 | Q3 2020 | 30 |
LifePlan Financial Group, Inc | 30 | 30 | 1.20% | 1.66% | 2.18% | Q2 2013 | Q3 2020 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.12% | 0.30% | 0.73% | Q1 2016 | Q3 2023 | 30 |
Parallax Volatility Advisers, L.P. | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2022 | 30 |
NewEdge Advisors, LLC | 30 | 30 | 0.04% | 0.67% | 1.44% | Q2 2016 | Q3 2023 | 30 |
BOK Financial Private Wealth, Inc. | 18 | 12 | 0.05% | 2.50% | 6.87% | Q2 2013 | Q3 2023 | 30 |
CUTLER INVESTMENT COUNSEL LLC | 28 | 2 | 0.05% | 0.47% | 1.13% | Q1 2016 | Q3 2023 | 30 |
Wolf Group Capital Advisors | 30 | 30 | 0.17% | 0.96% | 1.87% | Q2 2016 | Q3 2023 | 30 |
Cornerstone Wealth Management, LLC | 25 | 1 | 0.59% | 1.30% | 3.92% | Q1 2016 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 29 |
First Heartland Consultants, Inc. | 29 | 29 | 0.09% | 0.77% | 1.36% | Q3 2016 | Q3 2023 | 29 |
ZEKE CAPITAL ADVISORS, LLC | 28 | 1 | 3.36% | 7.45% | 17.45% | Q2 2013 | Q4 2022 | 29 |
Simplicity Solutions, LLC | 24 | 1 | 0.03% | 0.41% | 2.49% | Q4 2014 | Q3 2023 | 29 |
SYNOVUS FINANCIAL CORP | 23 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 29 |
SVA Wealth Management, LLC | 29 | 29 | 0.76% | 1.43% | 4.13% | Q4 2013 | Q4 2020 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.07% | 0.36% | Q4 2013 | Q4 2020 | 29 |
Waldron Private Wealth LLC | 28 | 1 | 0.06% | 3.89% | 8.28% | Q3 2015 | Q3 2023 | 29 |
NewFocus Financial Group, LLC | 29 | 29 | 0.08% | 0.32% | 0.72% | Q4 2013 | Q4 2020 | 29 |
Plancorp, LLC | 28 | 1 | 0.09% | 0.30% | 0.56% | Q2 2014 | Q3 2023 | 29 |
One Capital Management, LLC | 28 | 1 | 0.03% | 0.09% | 0.21% | Q3 2014 | Q3 2023 | 29 |
NEXT Financial Group, Inc | 14 | 1 | 0.01% | 0.28% | 0.84% | Q2 2014 | Q4 2021 | 29 |
Ayalon Insurance Comp Ltd. | 10 | 1 | 0.01% | 0.11% | 0.33% | Q1 2015 | Q2 2023 | 29 |
Symmetry Partners, LLC | 29 | 29 | 1.48% | 3.41% | 6.77% | Q4 2016 | Q4 2023 | 29 |
RWA WEALTH PARTNERS, LLC | 28 | 28 | 0.02% | 2.28% | 14.98% | Q4 2016 | Q3 2023 | 28 |
TOEWS CORP /ADV | 28 | 28 | 0.06% | 0.23% | 0.83% | Q4 2016 | Q3 2023 | 28 |
Private Advisory Group LLC | 28 | 28 | 0.08% | 0.44% | 1.56% | Q4 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
NORTHWEST WEALTH MANAGEMENT, LLC | 28 | 28 | 1.04% | 2.63% | 5.03% | Q4 2016 | Q3 2023 | 28 |
WealthPLAN Partners, LLC | 12 | 1 | 0.01% | 0.17% | 0.94% | Q1 2015 | Q4 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.01% | 0.13% | 0.26% | Q4 2016 | Q3 2023 | 28 |
SIMON QUICK ADVISORS, LLC | 28 | 28 | 0.29% | 2.72% | 6.30% | Q4 2016 | Q3 2023 | 28 |
Gradient Investments LLC | 23 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 28 |
THOMPSON DAVIS & CO., INC. | 20 | 8 | 0.21% | 1.17% | 2.92% | Q4 2013 | Q3 2023 | 28 |
United Bank | 28 | 28 | 1.65% | 2.07% | 3.26% | Q4 2016 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.06% | 0.23% | 0.44% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 1.15% | 2.33% | 3.79% | Q4 2016 | Q3 2023 | 28 |
REDW Wealth LLC | 28 | 28 | 0.11% | 0.54% | 1.81% | Q4 2016 | Q3 2023 | 28 |
Alexandria Capital, LLC | 28 | 28 | 0.00% | 0.07% | 0.16% | Q4 2014 | Q3 2021 | 28 |
Capital Investment Advisory Services, LLC | 28 | 28 | 0.05% | 0.25% | 0.99% | Q4 2016 | Q3 2023 | 28 |
Gilbert & Cook, Inc. | 28 | 28 | 0.11% | 0.46% | 1.05% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.24% | 0.54% | Q4 2016 | Q3 2023 | 28 |
Covenant Asset Management, LLC | 28 | 28 | 0.28% | 0.73% | 1.30% | Q4 2016 | Q3 2023 | 28 |
Arete Wealth Advisors, LLC | 28 | 28 | 0.10% | 0.69% | 1.80% | Q4 2016 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.07% | 0.38% | 1.01% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.11% | 0.47% | 0.97% | Q4 2016 | Q3 2023 | 28 |
Veritable, L.P. | 26 | 1 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q2 2023 | 28 |
Neuberger Berman Group LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.20% | 0.25% | 0.31% | Q4 2016 | Q3 2023 | 28 |
NICOLET BANKSHARES INC | 28 | 28 | 0.16% | 0.52% | 1.25% | Q4 2016 | Q3 2023 | 28 |
WP Advisors, LLC | 28 | 28 | 0.18% | 0.34% | 0.58% | Q4 2016 | Q3 2023 | 28 |
SNS Financial Group, LLC | 28 | 28 | 0.03% | 0.06% | 0.10% | Q4 2016 | Q3 2023 | 28 |
TIEDEMANN ADVISORS, LLC | 28 | 28 | 0.07% | 0.12% | 0.19% | Q4 2016 | Q3 2023 | 28 |
Probity Advisors, Inc. | 18 | 2 | 0.41% | 1.00% | 2.36% | Q2 2016 | Q3 2023 | 28 |
BANK OF NOVA SCOTIA | 17 | 11 | 0.00% | 0.17% | 0.74% | Q4 2013 | Q1 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.02% | 0.12% | 0.32% | Q4 2016 | Q3 2023 | 28 |
Day & Ennis, LLC | 28 | 28 | 0.16% | 0.20% | 0.37% | Q4 2016 | Q3 2023 | 28 |
Ameritas Investment Partners, Inc. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Miracle Mile Advisors, LLC | 27 | 27 | 0.16% | 0.71% | 1.26% | Q1 2017 | Q3 2023 | 27 |
Continuum Advisory, LLC | 27 | 27 | 0.16% | 0.36% | 0.68% | Q1 2017 | Q3 2023 | 27 |
WIMMER ASSOCIATES 1, LLC | 19 | 8 | 0.14% | 0.31% | 0.77% | Q4 2016 | Q3 2023 | 27 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 10 | 1 | 0.00% | 0.05% | 0.16% | Q1 2014 | Q3 2023 | 27 |
Oakworth Capital, Inc. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Truepoint, Inc. | 13 | 2 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q3 2023 | 27 |
AJ WEALTH STRATEGIES, LLC | 27 | 27 | 0.02% | 0.14% | 0.56% | Q4 2016 | Q2 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.35% | 0.99% | 1.24% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.28% | 0.49% | 0.76% | Q2 2013 | Q4 2019 | 27 |
ALPS ADVISORS INC | 20 | 1 | 0.02% | 0.23% | 0.46% | Q3 2014 | Q3 2023 | 27 |
OPPENHEIMER & CO INC | 26 | 1 | 0.01% | 0.05% | 0.18% | Q4 2016 | Q3 2023 | 27 |
MONETA GROUP INVESTMENT ADVISORS LLC | 26 | 1 | 0.01% | 1.85% | 3.36% | Q3 2015 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.02% | 0.31% | 0.81% | Q1 2017 | Q3 2023 | 27 |
Bryn Mawr Capital Management, LLC | 23 | 4 | 0.19% | 1.28% | 2.38% | Q4 2016 | Q3 2023 | 27 |
Paracle Advisors, LLC | 27 | 27 | 0.46% | 1.02% | 2.25% | Q3 2014 | Q1 2021 | 27 |
Domani Wealth, LLC | 27 | 27 | 0.09% | 0.65% | 1.73% | Q3 2016 | Q1 2023 | 27 |
Filament LLC | 18 | 9 | 0.09% | 0.13% | 0.18% | Q4 2013 | Q3 2020 | 27 |
Asset Planning Services, Ltd. | 27 | 27 | 2.80% | 3.67% | 5.07% | Q2 2015 | Q4 2021 | 27 |
Bridgeworth, LLC | 24 | 3 | 0.09% | 0.21% | 0.36% | Q4 2016 | Q3 2023 | 27 |
E&G Advisors, LP | 27 | 27 | 0.43% | 1.74% | 4.58% | Q1 2017 | Q3 2023 | 27 |
PINNACLE ASSOCIATES LTD | 26 | 1 | 0.00% | 0.04% | 0.13% | Q4 2016 | Q3 2023 | 27 |
Keel Point, LLC | 14 | 13 | 0.02% | 0.38% | 2.18% | Q4 2016 | Q3 2023 | 27 |
Krilogy Financial LLC | 14 | 1 | 0.02% | 0.13% | 0.28% | Q3 2015 | Q3 2023 | 27 |
Koshinski Asset Management, Inc. | 27 | 27 | 0.11% | 1.60% | 3.85% | Q1 2017 | Q3 2023 | 27 |
FIRST UNITED BANK & TRUST | 27 | 27 | 0.23% | 3.51% | 5.60% | Q1 2017 | Q3 2023 | 27 |
Twele Capital Management, Inc. | 27 | 27 | 0.05% | 0.23% | 0.53% | Q2 2013 | Q4 2019 | 27 |
Checchi Capital Advisers, LLC | 17 | 1 | 0.03% | 0.35% | 2.01% | Q1 2014 | Q3 2023 | 27 |
MASSMUTUAL TRUST CO FSB/ADV | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2023 | 27 |
Fusion Family Wealth LLC | 27 | 27 | 0.02% | 0.05% | 0.07% | Q1 2017 | Q3 2023 | 27 |
Intellectus Partners, LLC | 19 | 8 | 0.04% | 0.48% | 1.15% | Q4 2016 | Q3 2023 | 27 |
Laurel Wealth Advisors, Inc. | 20 | 7 | 0.06% | 0.44% | 1.38% | Q4 2015 | Q4 2022 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.86% | 1.04% | 1.34% | Q2 2017 | Q3 2023 | 26 |
AXA S.A. | 26 | 26 | 0.03% | 0.11% | 0.23% | Q2 2013 | Q3 2019 | 26 |
VPR Management LLC | 26 | 26 | 0.04% | 0.09% | 0.18% | Q2 2017 | Q3 2023 | 26 |
Capital Planning Advisors, LLC | 26 | 26 | 0.12% | 2.65% | 5.06% | Q4 2014 | Q1 2021 | 26 |
CPWM, LLC | 21 | 1 | 0.05% | 0.12% | 0.18% | Q3 2014 | Q3 2022 | 26 |
Cerity Partners LLC | 25 | 1 | 0.06% | 0.58% | 1.20% | Q1 2017 | Q3 2023 | 26 |
UMB Bank, n.a. | 26 | 26 | 0.02% | 0.10% | 0.21% | Q2 2017 | Q3 2023 | 26 |
Marquette Asset Management, LLC | 14 | 4 | 0.02% | 0.08% | 0.28% | Q2 2013 | Q3 2023 | 26 |
Abbot Financial Management, Inc. | 26 | 26 | 0.30% | 0.47% | 0.65% | Q2 2017 | Q3 2023 | 26 |
Pflug Koory, LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.06% | 0.30% | 0.75% | Q1 2017 | Q3 2023 | 26 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 26 | 26 | 0.15% | 0.17% | 0.18% | Q3 2016 | Q4 2022 | 26 |
PEAPACK GLADSTONE FINANCIAL CORP | 26 | 26 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 2.29% | 4.48% | 8.10% | Q4 2016 | Q3 2023 | 26 |
Beaumont Financial Partners, LLC | 26 | 26 | 0.06% | 0.51% | 1.92% | Q2 2016 | Q3 2022 | 26 |
Tillar-Wenstrup Advisors, LLC | 15 | 11 | 1.28% | 4.47% | 6.40% | Q2 2016 | Q4 2022 | 26 |
FRANKLIN RESOURCES INC | 19 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 26 |
Millburn Ridgefield Corp | 26 | 26 | 0.00% | 0.01% | 0.09% | Q4 2016 | Q1 2023 | 26 |
SHINE INVESTMENT ADVISORY SERVICES INC | 26 | 26 | 0.90% | 1.83% | 3.24% | Q2 2014 | Q3 2020 | 26 |
FIRST HAWAIIAN BANK | 12 | 3 | 0.00% | 0.59% | 1.92% | Q2 2013 | Q3 2023 | 26 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 1 | 0.04% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 26 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 25 | 1 | 0.02% | 0.06% | 0.13% | Q2 2010 | Q3 2023 | 26 |
Aveo Capital Partners, LLC | 14 | 1 | 0.32% | 0.85% | 1.29% | Q4 2016 | Q3 2023 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.61% | 1.43% | 2.12% | Q4 2016 | Q1 2023 | 26 |
Sequoia Financial Advisors, LLC | 12 | 6 | 0.02% | 0.46% | 1.78% | Q4 2013 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.07% | 0.12% | 0.36% | Q2 2017 | Q3 2023 | 26 |
FIRST NATIONAL TRUST CO | 26 | 26 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 26 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 26 | 26 | 0.38% | 0.52% | 0.96% | Q2 2017 | Q3 2023 | 26 |
TIAA, FSB | 25 | 25 | 1.99% | 2.70% | 3.85% | Q2 2017 | Q2 2023 | 25 |
GREAT LAKES ADVISORS, LLC | 25 | 25 | 0.03% | 0.04% | 0.18% | Q3 2017 | Q3 2023 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 3.24% | 5.45% | 7.85% | Q4 2015 | Q4 2021 | 25 |
3D ASSET MANAGEMENT, INC | 25 | 25 | 4.83% | 8.11% | 10.84% | Q3 2014 | Q3 2020 | 25 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 25 |
Norway Savings Bank | 25 | 25 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q4 2022 | 25 |
TWO SIGMA INVESTMENTS, LP | 9 | 1 | 0.00% | 0.03% | 0.11% | Q3 2013 | Q4 2021 | 25 |
Bouchey Financial Group Ltd | 19 | 6 | 0.05% | 0.08% | 0.16% | Q2 2017 | Q3 2023 | 25 |
O'Dell Group, LLC | 13 | 12 | 0.25% | 0.68% | 1.54% | Q4 2016 | Q3 2023 | 25 |
HM PAYSON & CO | 18 | 7 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 25 |
Meridian Wealth Management, LLC | 19 | 6 | 0.13% | 0.33% | 0.76% | Q1 2017 | Q3 2023 | 25 |
MACKENZIE FINANCIAL CORP | 25 | 25 | 0.03% | 0.31% | 0.69% | Q3 2017 | Q3 2023 | 25 |
BB&T SECURITIES, LLC | 25 | 25 | 0.01% | 0.11% | 0.30% | Q3 2013 | Q3 2019 | 25 |
Heritage Trust Co | 13 | 12 | 0.01% | 0.07% | 0.24% | Q1 2017 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.03% | 0.15% | 0.37% | Q3 2017 | Q3 2023 | 25 |
First National Bank of Mount Dora, Trust Investment Services | 25 | 25 | 0.10% | 0.12% | 0.16% | Q4 2017 | Q4 2023 | 25 |
Freestone Capital Holdings, LLC | 25 | 25 | 0.00% | 0.05% | 0.15% | Q3 2017 | Q3 2023 | 25 |
SG Americas Securities, LLC | 12 | 2 | 0.00% | 0.05% | 0.16% | Q2 2014 | Q3 2023 | 25 |
KEYBANK NATIONAL ASSOCIATION/OH | 24 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 25 |
Tarbox Family Office, Inc. | 24 | 1 | 0.05% | 0.09% | 0.12% | Q4 2013 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 0.01% | 0.07% | Q2 2017 | Q2 2023 | 25 |
RFG Advisory, LLC | 25 | 25 | 0.09% | 0.44% | 0.88% | Q3 2017 | Q3 2023 | 25 |
Institute for Wealth Management, LLC. | 19 | 2 | 0.06% | 0.17% | 0.40% | Q2 2017 | Q3 2023 | 25 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 1 | 0.14% | 0.92% | 3.75% | Q4 2014 | Q3 2022 | 25 |
Money Design Co.,Ltd. | 25 | 25 | 4.27% | 6.50% | 9.60% | Q3 2017 | Q3 2023 | 25 |
C M BIDWELL & ASSOCIATES LTD | 24 | 24 | 0.29% | 0.47% | 0.65% | Q4 2017 | Q3 2023 | 24 |
MARINO, STRAM & ASSOCIATES LLC | 24 | 24 | 0.08% | 4.38% | 6.19% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.03% | 0.09% | 0.31% | Q4 2017 | Q3 2023 | 24 |
FINANCIAL LIFE ADVISORS | 24 | 24 | 2.59% | 3.27% | 4.49% | Q4 2017 | Q3 2023 | 24 |
Brickley Wealth Management | 24 | 24 | 12.84% | 19.53% | 26.22% | Q4 2017 | Q3 2023 | 24 |
Broadleaf Partners, LLC | 24 | 24 | 0.35% | 0.45% | 0.53% | Q4 2017 | Q3 2023 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 0.10% | 0.29% | 0.64% | Q4 2017 | Q3 2023 | 24 |
Financial Advisors Network, Inc. | 17 | 1 | 6.99% | 10.45% | 13.79% | Q4 2016 | Q3 2023 | 24 |
FRONTIER INVESTMENT MGMT CO | 13 | 5 | 0.02% | 0.08% | 0.14% | Q1 2014 | Q2 2020 | 24 |
Lido Advisors, LLC | 23 | 1 | 0.02% | 0.19% | 0.60% | Q4 2016 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.54% | 0.86% | 1.55% | Q4 2017 | Q3 2023 | 24 |
Unison Advisors LLC | 24 | 24 | 1.46% | 3.18% | 7.59% | Q4 2017 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 1.46% | 2.52% | 3.61% | Q4 2017 | Q3 2023 | 24 |
Taylor Hoffman Wealth Management | 24 | 24 | 0.50% | 1.09% | 2.05% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.62% | 0.80% | 0.97% | Q4 2017 | Q3 2023 | 24 |
M&R CAPITAL MANAGEMENT INC | 24 | 24 | 0.00% | 0.02% | 0.18% | Q1 2018 | Q4 2023 | 24 |
Capital Investment Advisors, LLC | 24 | 24 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q4 2023 | 24 |
Hirtle Callaghan & Co LLC | 24 | 24 | 0.03% | 2.39% | 5.19% | Q4 2017 | Q3 2023 | 24 |
CWA Asset Management Group, LLC | 13 | 11 | 0.04% | 0.18% | 0.50% | Q3 2017 | Q3 2023 | 24 |
FINANCIAL COUNSELORS INC | 24 | 24 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
PrairieView Partners, LLC | 24 | 24 | 10.00% | 11.26% | 12.31% | Q4 2017 | Q3 2023 | 24 |
Goldstein Munger & Associates | 24 | 24 | 0.18% | 0.34% | 0.55% | Q4 2016 | Q3 2022 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.03% | 0.15% | 1.33% | Q4 2017 | Q3 2023 | 24 |
Mirae Asset Global Investments Co., Ltd. | 23 | 1 | 0.01% | 0.06% | 0.11% | Q1 2017 | Q3 2023 | 24 |
Hochman Cole Investment Advisors, Inc. | 24 | 24 | 0.40% | 0.62% | 0.93% | Q4 2015 | Q3 2021 | 24 |
Nikulski Financial, Inc. | 24 | 24 | 0.17% | 0.62% | 2.48% | Q4 2017 | Q3 2023 | 24 |
Lutz Financial Services LLC | 24 | 24 | 0.06% | 0.23% | 0.83% | Q4 2017 | Q3 2023 | 24 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 14 | 10 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 24 |
Merriman Wealth Management, LLC | 23 | 1 | 0.07% | 0.30% | 1.41% | Q3 2015 | Q3 2023 | 24 |
Larson Financial Group LLC | 24 | 24 | 0.13% | 0.63% | 4.40% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.08% | 0.51% | 1.41% | Q4 2017 | Q3 2023 | 24 |
Patten Group, Inc. | 17 | 3 | 0.03% | 0.16% | 0.38% | Q4 2015 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.17% | 0.29% | 0.53% | Q4 2017 | Q3 2023 | 24 |
KBC Group NV | 18 | 6 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.15% | 0.31% | 0.65% | Q4 2017 | Q3 2023 | 24 |
Cypress Wealth Services, LLC | 24 | 24 | 0.08% | 0.41% | 1.71% | Q4 2017 | Q3 2023 | 24 |
Belpointe Asset Management LLC | 18 | 6 | 0.20% | 0.33% | 0.51% | Q3 2017 | Q3 2023 | 24 |
RPG Investment Advisory, LLC | 24 | 24 | 0.00% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 24 |
Cadence Bank | 24 | 24 | 0.04% | 0.22% | 0.52% | Q4 2017 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.13% | 1.12% | 3.48% | Q4 2017 | Q3 2023 | 24 |
Jacobi Capital Management LLC | 24 | 24 | 0.03% | 0.16% | 0.38% | Q4 2017 | Q3 2023 | 24 |
RETIREMENT INCOME SOLUTIONS, INC | 24 | 24 | 0.20% | 0.29% | 0.44% | Q4 2017 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.12% | 0.22% | 0.49% | Q4 2017 | Q3 2023 | 24 |
Barnett & Company, Inc. | 24 | 24 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q4 2021 | 24 |
Towerpoint Wealth, LLC | 24 | 24 | 3.18% | 7.82% | 11.38% | Q4 2017 | Q3 2023 | 24 |
Merit Financial Group, LLC | 24 | 24 | 0.10% | 0.33% | 0.78% | Q4 2017 | Q3 2023 | 24 |
MAI Capital Management | 24 | 24 | 0.02% | 0.07% | 0.26% | Q4 2017 | Q3 2023 | 24 |
Prism Advisors, Inc. | 24 | 24 | 0.21% | 1.82% | 5.21% | Q4 2017 | Q3 2023 | 24 |
CHEMICAL BANK | 24 | 24 | 0.43% | 1.00% | 1.26% | Q3 2013 | Q2 2019 | 24 |
Leonard Rickey Investment Advisors P.L.L.C. | 24 | 24 | 0.49% | 0.72% | 0.95% | Q4 2017 | Q3 2023 | 24 |
Corient Capital Partners, LLC | 24 | 24 | 0.09% | 0.33% | 2.50% | Q3 2016 | Q2 2022 | 24 |
Wealth Alliance Advisory Group, LLC | 24 | 24 | 3.73% | 6.44% | 8.70% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.10% | 0.44% | 1.26% | Q4 2017 | Q3 2023 | 24 |
BALDWIN BROTHERS LLC/MA | 24 | 24 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2023 | 24 |
VICUS CAPITAL | 18 | 6 | 0.06% | 0.33% | 0.90% | Q4 2013 | Q3 2023 | 24 |
Johanson Financial Advisors, Inc. | 20 | 4 | 1.20% | 1.56% | 2.07% | Q4 2015 | Q4 2021 | 24 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 24 | 24 | 0.51% | 5.35% | 16.62% | Q4 2017 | Q3 2023 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.31% | 0.63% | 0.97% | Q4 2017 | Q3 2023 | 24 |
AlphaStar Capital Management, LLC | 24 | 24 | 0.45% | 0.85% | 2.96% | Q4 2017 | Q3 2023 | 24 |
Prospera Financial Services Inc | 12 | 12 | 0.03% | 0.29% | 0.97% | Q3 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.08% | 0.13% | 0.20% | Q4 2017 | Q3 2023 | 24 |
CAPITAL WEALTH MANAGEMENT, LLC | 24 | 24 | 10.00% | 13.31% | 17.14% | Q4 2017 | Q3 2023 | 24 |
InterOcean Capital, LLC | 24 | 24 | 0.03% | 0.07% | 0.14% | Q3 2014 | Q2 2020 | 24 |
Bogart Wealth, LLC | 24 | 24 | 0.01% | 0.48% | 6.55% | Q4 2017 | Q3 2023 | 24 |
Northwest Bancshares, Inc. | 24 | 24 | 0.15% | 0.24% | 0.38% | Q4 2017 | Q3 2023 | 24 |
Johnson Financial Group, Inc. | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
INR ADVISORY SERVICES LLC | 24 | 24 | 16.67% | 17.77% | 19.36% | Q2 2013 | Q1 2019 | 24 |
Gradient Capital Advisors, LLC | 24 | 24 | 0.22% | 0.41% | 0.70% | Q4 2017 | Q3 2023 | 24 |
Freedom Investment Management, Inc. | 21 | 1 | 0.01% | 0.19% | 0.45% | Q1 2013 | Q3 2022 | 23 |
Relaxing Retirement Coach | 23 | 23 | 0.20% | 1.68% | 3.33% | Q4 2017 | Q2 2023 | 23 |
IndexIQ Advisors LLC | 21 | 2 | 0.00% | 0.68% | 2.32% | Q1 2014 | Q1 2022 | 23 |
MYCIO WEALTH PARTNERS, LLC | 17 | 6 | 0.04% | 0.40% | 0.72% | Q3 2013 | Q4 2019 | 23 |
GenWealth Group, Inc. | 23 | 23 | 0.10% | 0.19% | 0.33% | Q1 2018 | Q3 2023 | 23 |
JFS WEALTH ADVISORS, LLC | 12 | 1 | 0.00% | 0.20% | 0.51% | Q3 2015 | Q3 2023 | 23 |
JT Stratford LLC | 12 | 1 | 0.09% | 0.50% | 0.85% | Q4 2016 | Q3 2023 | 23 |
Peninsula Wealth, LLC | 23 | 23 | 14.34% | 20.78% | 25.45% | Q1 2018 | Q3 2023 | 23 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 9 | 0.01% | 0.13% | 0.54% | Q1 2017 | Q3 2023 | 23 |
Personal Capital Advisors Corp | 22 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 23 |
CreativeOne Wealth, LLC | 23 | 23 | 2.69% | 3.71% | 5.66% | Q1 2018 | Q3 2023 | 23 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q2 2022 | 23 |
Fiera Capital Corp | 23 | 23 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2020 | 23 |
People's United Financial, Inc. | 23 | 23 | 0.00% | 0.08% | 0.15% | Q3 2016 | Q1 2022 | 23 |
Edelman Financial Services, LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2018 | 23 |
Doyle Wealth Management | 23 | 23 | 0.06% | 0.11% | 0.16% | Q1 2017 | Q3 2022 | 23 |
Capital Analysts, LLC | 23 | 23 | 0.00% | 0.06% | 0.35% | Q1 2018 | Q3 2023 | 23 |
CULBERTSON A N & CO INC | 23 | 23 | 0.08% | 0.46% | 0.66% | Q1 2018 | Q3 2023 | 23 |
MERITAGE PORTFOLIO MANAGEMENT | 14 | 1 | 0.02% | 0.31% | 3.96% | Q3 2017 | Q3 2023 | 23 |
MADISON INVESTMENT HOLDINGS INC | 22 | 1 | 0.01% | 0.29% | 1.10% | Q2 2013 | Q1 2019 | 23 |
Gerber Kawasaki Wealth & Investment Management | 12 | 5 | 0.02% | 0.07% | 0.12% | Q1 2017 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.56% | 0.97% | 2.05% | Q1 2018 | Q3 2023 | 23 |
SUNTRUST BANKS INC | 22 | 1 | 0.00% | 0.12% | 0.35% | Q4 2013 | Q3 2019 | 23 |
Essex Financial Services, Inc. | 23 | 23 | 0.05% | 0.41% | 0.95% | Q1 2018 | Q3 2023 | 23 |
Wells Trecaso Financial Group, LLC | 23 | 23 | 0.50% | 1.12% | 1.52% | Q1 2018 | Q3 2023 | 23 |
LGL PARTNERS, LLC | 15 | 8 | 0.33% | 4.21% | 12.77% | Q2 2017 | Q3 2023 | 23 |
Sargent Bickham Lagudis LLC | 14 | 9 | 0.00% | 0.02% | 0.18% | Q2 2016 | Q4 2022 | 23 |
TRUST CO OF VERMONT | 23 | 23 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Keystone Financial Group | 21 | 2 | 1.34% | 1.90% | 2.80% | Q4 2017 | Q3 2023 | 23 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.02% | 0.12% | Q2 2017 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.13% | 0.63% | 1.22% | Q4 2017 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.04% | 0.14% | 0.31% | Q1 2018 | Q3 2023 | 23 |
WoodTrust Financial Corp | 14 | 8 | 0.13% | 0.21% | 0.32% | Q1 2018 | Q3 2023 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.06% | 0.19% | 0.58% | Q4 2017 | Q3 2023 | 22 |
Carnegie Capital Asset Management, LLC | 22 | 22 | 0.02% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Stewardship Financial Advisors, LLC | 22 | 22 | 1.15% | 6.52% | 11.85% | Q4 2015 | Q1 2021 | 22 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 12 | 10 | 0.02% | 1.91% | 6.66% | Q1 2017 | Q3 2023 | 22 |
Lowe Wealth Advisors, LLC | 21 | 1 | 0.01% | 0.02% | 0.07% | Q3 2015 | Q4 2023 | 22 |
Richard Bernstein Advisors LLC | 10 | 4 | 0.00% | 1.14% | 2.87% | Q1 2015 | Q3 2023 | 22 |
Northstar Group, Inc. | 14 | 8 | 0.12% | 0.70% | 1.42% | Q1 2018 | Q3 2023 | 22 |
First PREMIER Bank | 12 | 10 | 0.01% | 2.01% | 5.13% | Q3 2017 | Q3 2023 | 22 |
CALTON & ASSOCIATES, INC. | 20 | 1 | 0.09% | 0.18% | 0.67% | Q4 2017 | Q3 2023 | 22 |
Intersect Capital LLC | 13 | 2 | 0.02% | 0.61% | 2.86% | Q4 2014 | Q2 2022 | 22 |
Certified Advisory Corp | 11 | 11 | 0.98% | 2.83% | 3.74% | Q4 2017 | Q3 2023 | 22 |
Pathway Financial Advisors LLC | 14 | 8 | 5.87% | 11.08% | 15.85% | Q4 2017 | Q3 2023 | 22 |
StoneX Group Inc. | 19 | 3 | 0.20% | 0.62% | 1.61% | Q2 2017 | Q3 2023 | 22 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 16 | 6 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 22 |
PRUDENTIAL FINANCIAL INC | 22 | 22 | 0.00% | 0.01% | 0.07% | Q2 2018 | Q3 2023 | 22 |
PRUDENTIAL PLC | 22 | 22 | 0.00% | 0.02% | 0.20% | Q2 2018 | Q3 2023 | 22 |
Lourd Capital, LLC | 19 | 1 | 0.02% | 0.12% | 0.23% | Q2 2013 | Q2 2019 | 22 |
WHITTIER TRUST CO | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 22 |
INTRUST BANK NA | 10 | 4 | 0.03% | 0.96% | 3.00% | Q2 2014 | Q4 2022 | 22 |
Dynamic Advisor Solutions LLC | 19 | 3 | 0.04% | 0.14% | 0.37% | Q1 2018 | Q3 2023 | 22 |
Banco Santander, S.A. | 18 | 4 | 0.02% | 0.08% | 0.29% | Q1 2018 | Q3 2023 | 22 |
L & S Advisors Inc | 22 | 22 | 0.14% | 0.24% | 0.40% | Q2 2016 | Q3 2021 | 22 |
TRUE Private Wealth Advisors | 22 | 22 | 0.04% | 0.26% | 0.74% | Q2 2018 | Q3 2023 | 22 |
GARLAND CAPITAL MANAGEMENT INC | 22 | 22 | 0.36% | 0.46% | 0.62% | Q2 2018 | Q3 2023 | 22 |
Cribstone Capital Management, LLC | 21 | 21 | 0.01% | 0.09% | 0.16% | Q2 2016 | Q2 2021 | 21 |
Aevitas Wealth Management, Inc. | 21 | 21 | 0.01% | 0.26% | 0.61% | Q4 2017 | Q4 2022 | 21 |
MOTCO | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Mosaic Financial Partners, Inc. | 21 | 21 | 1.11% | 1.96% | 3.36% | Q2 2013 | Q2 2018 | 21 |
SALEM INVESTMENT COUNSELORS INC | 18 | 3 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 21 |
Advisory Alpha, LLC | 9 | 1 | 0.00% | 0.66% | 3.67% | Q4 2016 | Q3 2023 | 21 |
Csenge Advisory Group | 21 | 21 | 0.01% | 0.26% | 0.49% | Q3 2018 | Q3 2023 | 21 |
WEBSTER BANK, N. A. | 12 | 9 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 21 |
Redhawk Wealth Advisors, Inc. | 21 | 21 | 0.45% | 2.11% | 4.51% | Q3 2018 | Q3 2023 | 21 |
Legacy Advisors, LLC | 11 | 4 | 0.04% | 0.11% | 0.21% | Q4 2016 | Q3 2023 | 21 |
Dakota Wealth Management | 21 | 21 | 0.05% | 0.13% | 0.42% | Q3 2018 | Q3 2023 | 21 |
B. Riley Wealth Management, Inc. | 9 | 4 | 0.04% | 1.90% | 5.43% | Q1 2014 | Q2 2022 | 21 |
HOLDERNESS INVESTMENTS CO | 12 | 9 | 0.08% | 0.22% | 0.32% | Q1 2017 | Q3 2022 | 21 |
WEDBUSH SECURITIES INC | 21 | 21 | 0.03% | 0.12% | 0.32% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.58% | 0.92% | 1.67% | Q3 2018 | Q3 2023 | 21 |
Financial Engines Advisors L.L.C. | 20 | 1 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 21 |
WALLER FINANCIAL PLANNING GROUP, INC | 21 | 21 | 0.10% | 0.35% | 1.11% | Q4 2018 | Q4 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.08% | 0.21% | 0.32% | Q1 2017 | Q3 2023 | 21 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 21 | 21 | 0.06% | 0.08% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Canton Hathaway, LLC | 21 | 21 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
AUA CAPITAL MANAGEMENT, LLC | 21 | 21 | 1.03% | 1.31% | 1.62% | Q3 2018 | Q3 2023 | 21 |
DIVIDEND ASSETS CAPITAL, LLC | 21 | 21 | 0.02% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Members Trust Co | 14 | 2 | 10.17% | 11.41% | 13.19% | Q2 2016 | Q3 2023 | 21 |
Well Done, LLC | 20 | 1 | 0.03% | 0.76% | 1.42% | Q1 2018 | Q3 2023 | 21 |
Invst, LLC | 21 | 21 | 0.12% | 2.62% | 5.84% | Q3 2018 | Q3 2023 | 21 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 20 | 1 | 0.04% | 0.12% | 1.52% | Q4 2015 | Q3 2023 | 21 |
Ullmann Wealth Partners Group, LLC | 12 | 2 | 0.06% | 0.11% | 0.16% | Q1 2017 | Q3 2023 | 21 |
RAYMOND JAMES TRUST N.A. | 19 | 2 | 0.01% | 0.06% | 0.11% | Q2 2018 | Q3 2023 | 21 |
Narwhal Capital Management | 21 | 21 | 0.06% | 0.08% | 0.10% | Q4 2015 | Q4 2020 | 21 |
Chesley Taft & Associates LLC | 16 | 5 | 0.03% | 0.17% | 0.42% | Q4 2016 | Q3 2023 | 21 |
Clear Perspective Advisors, LLC | 21 | 21 | 0.03% | 1.42% | 2.54% | Q4 2016 | Q4 2021 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.01% | 0.66% | 1.71% | Q2 2018 | Q2 2023 | 21 |
Claro Advisors LLC | 20 | 20 | 0.06% | 0.37% | 0.85% | Q4 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 5.63% | 7.10% | 8.40% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.16% | 0.33% | 0.61% | Q4 2018 | Q3 2023 | 20 |
Connecticut Wealth Management, LLC | 11 | 3 | 0.02% | 0.17% | 0.54% | Q3 2017 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.06% | 0.43% | 1.40% | Q4 2018 | Q3 2023 | 20 |
SCOTIA CAPITAL INC. | 12 | 8 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 20 |
Advisors Capital Management, LLC | 20 | 20 | 0.07% | 0.18% | 0.61% | Q4 2018 | Q3 2023 | 20 |
Frisch Financial Group, Inc. | 20 | 20 | 0.22% | 1.19% | 4.07% | Q4 2018 | Q3 2023 | 20 |
BARCLAYS PLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 20 |
Baker Ellis Asset Management LLC | 16 | 4 | 0.04% | 0.06% | 0.11% | Q2 2016 | Q3 2023 | 20 |
Columbus Macro, LLC | 20 | 20 | 0.11% | 0.37% | 0.54% | Q4 2018 | Q3 2023 | 20 |
KAYS FINANCIAL ADVISORY CORP /ADV | 17 | 3 | 0.22% | 0.56% | 0.91% | Q4 2013 | Q3 2019 | 20 |
VALLEY NATIONAL ADVISERS INC | 20 | 20 | 0.00% | 0.31% | 1.65% | Q4 2018 | Q3 2023 | 20 |
McCarthy Grittinger Financial Group, LLC | 20 | 20 | 0.77% | 1.44% | 2.58% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 1.61% | 2.00% | 2.36% | Q4 2017 | Q3 2022 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2022 | 20 |
COOKSON PEIRCE & CO INC | 20 | 20 | 0.04% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 20 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.11% | 0.55% | 0.87% | Q4 2018 | Q3 2023 | 20 |
CIBC WORLD MARKET INC. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.08% | 0.26% | Q4 2015 | Q3 2020 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.40% | 0.84% | 1.29% | Q4 2018 | Q3 2023 | 20 |
FIRST NATIONAL CORP /MA/ /ADV | 20 | 20 | 0.21% | 0.27% | 0.54% | Q4 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.45% | 2.86% | 5.17% | Q4 2017 | Q4 2022 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Winthrop Advisory Group LLC | 12 | 8 | 0.08% | 0.14% | 0.23% | Q4 2017 | Q3 2023 | 20 |
Benchmark Financial Wealth Advisors, LLC | 20 | 20 | 0.11% | 2.20% | 6.96% | Q4 2018 | Q3 2023 | 20 |
Black Diamond Financial, LLC | 20 | 20 | 1.78% | 2.55% | 3.92% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
ERTS Wealth Advisors, LLC | 20 | 20 | 0.06% | 0.14% | 0.52% | Q4 2018 | Q3 2023 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.12% | 0.78% | 1.99% | Q4 2018 | Q3 2023 | 20 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.06% | 0.26% | 1.34% | Q4 2015 | Q3 2023 | 20 |
Hurlow Wealth Management Group, Inc. | 20 | 20 | 1.04% | 2.06% | 3.65% | Q4 2018 | Q3 2023 | 20 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 20 | 20 | 0.37% | 6.37% | 14.04% | Q4 2018 | Q3 2023 | 20 |
WMS Partners, LLC | 7 | 2 | 0.07% | 0.22% | 0.43% | Q2 2013 | Q3 2023 | 20 |
Fisher Asset Management, LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 20 |
MA Private Wealth | 20 | 20 | 0.57% | 1.83% | 7.55% | Q4 2018 | Q3 2023 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 1.13% | 1.42% | 1.75% | Q4 2018 | Q3 2023 | 20 |
Global Strategic Investment Solutions, LLC | 20 | 20 | 0.82% | 2.00% | 3.07% | Q4 2018 | Q3 2023 | 20 |
KCM INVESTMENT ADVISORS LLC | 16 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q2 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.15% | 0.38% | 0.62% | Q4 2018 | Q3 2023 | 20 |
Summit Asset Management, LLC | 20 | 20 | 0.10% | 0.11% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 3.56% | 4.33% | 5.06% | Q4 2018 | Q3 2023 | 20 |
WASHINGTON TRUST BANK | 14 | 2 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q4 2022 | 20 |
Relative Value Partners Group, LLC | 20 | 20 | 0.65% | 4.00% | 5.92% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.45% | 0.71% | 3.17% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.58% | 1.26% | 2.31% | Q4 2018 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 1.60% | 3.39% | 3.83% | Q4 2018 | Q3 2023 | 20 |
MONETTA FINANCIAL SERVICES INC | 20 | 20 | 2.56% | 3.85% | 4.63% | Q2 2013 | Q1 2018 | 20 |
MATHER GROUP, LLC. | 20 | 20 | 0.42% | 2.41% | 3.93% | Q4 2018 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.81% | 1.22% | 1.39% | Q4 2018 | Q3 2023 | 20 |
F3Logic, LLC | 20 | 20 | 0.22% | 1.85% | 3.18% | Q1 2018 | Q4 2022 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.08% | 0.21% | 0.33% | Q4 2018 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.13% | 0.88% | Q3 2014 | Q3 2023 | 20 |
ROPES WEALTH ADVISORS LLC | 7 | 6 | 0.01% | 0.13% | 0.50% | Q3 2016 | Q3 2023 | 20 |
Private Wealth Advisors, LLC | 20 | 20 | 1.89% | 4.84% | 9.91% | Q4 2018 | Q3 2023 | 20 |
Strategic Investment Advisors / MI | 20 | 20 | 1.79% | 2.88% | 6.91% | Q4 2018 | Q3 2023 | 20 |
Pasadena Private Wealth, LLC | 20 | 20 | 11.41% | 15.23% | 28.04% | Q4 2018 | Q3 2023 | 20 |
Outlook Wealth Advisors, LLC | 20 | 20 | 0.18% | 1.58% | 5.26% | Q4 2018 | Q3 2023 | 20 |
MARSHALL FINANCIAL GROUP INC /ADV | 20 | 20 | 1.39% | 3.88% | 5.92% | Q4 2018 | Q3 2023 | 20 |
Resource Planning Group | 20 | 20 | 0.58% | 1.02% | 1.46% | Q4 2018 | Q3 2023 | 20 |
Acropolis Investment Management, LLC | 17 | 3 | 0.02% | 0.08% | 0.16% | Q4 2017 | Q3 2023 | 20 |
Hillcrest Wealth Advisors - NY, LLC | 20 | 20 | 1.92% | 2.45% | 3.19% | Q4 2018 | Q3 2023 | 20 |
Triangle Securities Wealth Management | 20 | 20 | 0.14% | 0.19% | 0.23% | Q4 2018 | Q3 2023 | 20 |
TPG Financial Advisors, LLC | 20 | 20 | 3.40% | 4.22% | 5.18% | Q4 2018 | Q3 2023 | 20 |
One Day In July LLC | 20 | 20 | 0.10% | 0.28% | 0.86% | Q4 2018 | Q3 2023 | 20 |
Sowell Financial Services LLC | 10 | 1 | 0.01% | 0.58% | 1.60% | Q4 2016 | Q3 2023 | 20 |
Smith & Howard Wealth Management, LLC | 20 | 20 | 0.12% | 2.93% | 4.90% | Q4 2018 | Q3 2023 | 20 |
FIRST NATIONAL BANK OF OMAHA | 20 | 20 | 0.02% | 0.26% | 0.72% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.16% | 0.53% | Q4 2018 | Q3 2023 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.16% | 1.27% | 2.18% | Q4 2018 | Q3 2023 | 20 |
GARRISON POINT ADVISORS, LLC | 20 | 20 | 0.23% | 0.26% | 0.33% | Q4 2018 | Q3 2023 | 20 |
Compton Wealth Advisory Group, LLC | 20 | 20 | 1.77% | 3.66% | 6.36% | Q4 2018 | Q3 2023 | 20 |
HoyleCohen, LLC | 20 | 20 | 0.25% | 0.69% | 1.32% | Q4 2018 | Q3 2023 | 20 |
Strategic Family Wealth Counselors, L.L.C. | 20 | 20 | 0.31% | 0.78% | 1.70% | Q4 2018 | Q3 2023 | 20 |
Total Wealth Planning, LLC | 20 | 20 | 8.14% | 10.28% | 11.96% | Q4 2018 | Q3 2023 | 20 |
Lenox Wealth Advisors, LLC | 17 | 3 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q1 2022 | 20 |
Elm Partners Management LLC | 20 | 20 | 0.55% | 1.16% | 2.37% | Q4 2018 | Q3 2023 | 20 |
OXFORD FINANCIAL GROUP, LTD. LLC | 20 | 20 | 0.92% | 4.16% | 5.78% | Q4 2018 | Q3 2023 | 20 |
LANDAAS & CO /WI /ADV | 12 | 2 | 0.12% | 0.15% | 0.17% | Q3 2017 | Q3 2023 | 20 |
Forefront Analytics, LLC | 20 | 20 | 0.66% | 0.96% | 1.12% | Q4 2018 | Q3 2023 | 20 |
Summit Financial, LLC | 20 | 20 | 2.72% | 4.16% | 5.36% | Q4 2018 | Q3 2023 | 20 |
MANAGED ACCOUNT SERVICES INC | 20 | 20 | 2.34% | 2.80% | 3.48% | Q4 2016 | Q3 2021 | 20 |
Shepherd Financial Partners LLC | 20 | 20 | 0.05% | 1.93% | 6.59% | Q4 2018 | Q3 2023 | 20 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 20 | 20 | 0.82% | 6.19% | 10.09% | Q4 2018 | Q3 2023 | 20 |
Good Life Advisors, LLC | 20 | 20 | 0.07% | 0.22% | 0.71% | Q4 2018 | Q3 2023 | 20 |
Eukles Asset Management | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
WealthOne, LLC | 20 | 20 | 11.24% | 14.02% | 18.21% | Q4 2018 | Q3 2023 | 20 |
CRA Financial Services, LLC | 20 | 20 | 0.31% | 0.36% | 0.46% | Q4 2018 | Q3 2023 | 20 |
Bay Harbor Wealth Management, LLC | 20 | 20 | 6.70% | 7.32% | 7.98% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.13% | 0.40% | Q4 2013 | Q3 2018 | 20 |
MONECO Advisors, LLC | 20 | 20 | 0.63% | 1.14% | 1.83% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.12% | 0.21% | Q4 2018 | Q3 2023 | 20 |
Allred Capital Management, LLC | 20 | 20 | 0.26% | 0.35% | 0.54% | Q4 2018 | Q3 2023 | 20 |
Sullivan, Bruyette, Speros & Blaney, LLC | 20 | 20 | 0.28% | 0.43% | 0.59% | Q2 2016 | Q1 2021 | 20 |
Salomon & Ludwin, LLC | 20 | 20 | 0.02% | 0.44% | 0.70% | Q4 2018 | Q3 2023 | 20 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.91% | 1.26% | 1.94% | Q1 2019 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.02% | 0.06% | 0.26% | Q1 2019 | Q3 2023 | 19 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.04% | 0.11% | 0.18% | Q4 2014 | Q3 2023 | 19 |
FCG ADVISORS, LLC | 19 | 19 | 0.07% | 0.19% | 0.26% | Q1 2016 | Q3 2020 | 19 |
Summit Equities Inc | 19 | 19 | 4.39% | 5.18% | 5.49% | Q1 2014 | Q3 2018 | 19 |
Weaver Consulting Group | 19 | 19 | 0.09% | 0.26% | 0.38% | Q1 2019 | Q3 2023 | 19 |
Alaska Wealth Advisors | 16 | 3 | 0.08% | 0.16% | 0.20% | Q4 2018 | Q3 2023 | 19 |
Front Row Advisors LLC | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
GFS Advisors, LLC | 19 | 19 | 0.54% | 0.78% | 0.98% | Q1 2019 | Q3 2023 | 19 |
PATHSTONE FAMILY OFFICE, LLC | 19 | 19 | 0.00% | 0.27% | 1.62% | Q1 2019 | Q3 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.09% | 0.12% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Ellis Investment Partners, LLC | 19 | 19 | 0.08% | 0.55% | 2.10% | Q1 2019 | Q3 2023 | 19 |
Select Asset Management & Trust | 11 | 8 | 0.34% | 2.30% | 9.06% | Q4 2013 | Q3 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.20% | 0.54% | 1.14% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 3.02% | 5.33% | 7.56% | Q4 2017 | Q2 2022 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.00% | 1.67% | 3.59% | Q1 2019 | Q3 2023 | 19 |
APPLETON PARTNERS INC/MA | 12 | 1 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q4 2023 | 19 |
Polaris Wealth Advisory Group, LLC | 13 | 2 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.05% | 0.86% | 2.66% | Q1 2019 | Q3 2023 | 19 |
Executive Wealth Management, LLC | 13 | 6 | 0.01% | 0.10% | 0.41% | Q4 2018 | Q3 2023 | 19 |
WADDELL & ASSOCIATES, LLC | 13 | 6 | 0.38% | 3.44% | 12.58% | Q4 2018 | Q3 2023 | 19 |
Ausdal Financial Partners, Inc. | 8 | 2 | 0.03% | 0.25% | 0.68% | Q4 2015 | Q3 2023 | 19 |
LAKE STREET PRIVATE WEALTH, LLC | 19 | 19 | 1.97% | 3.07% | 5.52% | Q1 2019 | Q3 2023 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 2.95% | 4.11% | 5.09% | Q2 2013 | Q4 2017 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.15% | 0.25% | 0.39% | Q1 2019 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.43% | 0.73% | 1.05% | Q1 2019 | Q3 2023 | 19 |
INVESTMENT CENTERS OF AMERICA INC | 19 | 19 | 0.28% | 4.03% | 30.62% | Q2 2013 | Q4 2017 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.12% | 0.19% | 0.30% | Q4 2018 | Q3 2023 | 19 |
VALLEY WEALTH MANAGERS, INC. | 17 | 2 | 0.00% | 0.22% | 1.49% | Q4 2016 | Q3 2023 | 19 |
Altium Wealth Management LLC | 19 | 19 | 0.19% | 0.87% | 1.40% | Q4 2017 | Q2 2022 | 19 |
Evolution Wealth Advisors, LLC | 17 | 2 | 0.08% | 1.53% | 5.36% | Q4 2018 | Q3 2023 | 19 |
SIGMA INVESTMENT COUNSELORS INC | 19 | 19 | 0.03% | 0.93% | 1.62% | Q1 2019 | Q3 2023 | 19 |
1834 INVESTMENT ADVISORS CO | 19 | 19 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 19 |
TimeScale Financial, Inc. | 19 | 19 | 0.06% | 1.66% | 9.52% | Q4 2018 | Q2 2023 | 19 |
Gemmer Asset Management LLC | 17 | 2 | 0.50% | 0.81% | 1.32% | Q1 2014 | Q3 2023 | 19 |
PACIFIC FINANCIAL GROUP INC | 19 | 19 | 0.05% | 1.42% | 7.22% | Q1 2019 | Q3 2023 | 19 |
Parkside Financial Bank & Trust | 19 | 19 | 0.00% | 0.12% | 0.28% | Q1 2019 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 19 |
NATIONAL PLANNING CORP | 19 | 19 | 1.13% | 2.55% | 8.35% | Q2 2013 | Q4 2017 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 3.62% | 5.03% | 5.71% | Q2 2013 | Q4 2017 | 19 |
RDA Financial Network | 19 | 19 | 0.52% | 0.64% | 0.79% | Q1 2019 | Q3 2023 | 19 |
Perigon Wealth Management, LLC | 16 | 1 | 0.03% | 0.15% | 0.41% | Q3 2011 | Q3 2023 | 19 |
Independence Advisors, LLC | 18 | 18 | 10.48% | 12.55% | 13.66% | Q2 2016 | Q3 2020 | 18 |
PATTON ALBERTSON MILLER GROUP, LLC | 18 | 18 | 0.08% | 0.11% | 0.13% | Q2 2019 | Q3 2023 | 18 |
FORT PITT CAPITAL GROUP, LLC | 18 | 18 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Stratos Wealth Advisors, LLC | 18 | 18 | 0.04% | 0.35% | 1.09% | Q2 2019 | Q3 2023 | 18 |
Roundview Capital LLC | 13 | 1 | 0.03% | 0.10% | 0.20% | Q3 2018 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.33% | 0.52% | 0.70% | Q2 2013 | Q3 2017 | 18 |
Bison Wealth, LLC | 16 | 2 | 0.01% | 0.08% | 0.16% | Q3 2018 | Q3 2023 | 18 |
MPS Loria Financial Planners, LLC | 14 | 1 | 0.10% | 0.13% | 0.15% | Q2 2017 | Q3 2023 | 18 |
Jackson Hole Capital Partners, LLC | 18 | 18 | 0.37% | 0.72% | 1.22% | Q2 2019 | Q3 2023 | 18 |
St. Louis Trust Co | 11 | 7 | 0.48% | 0.99% | 3.08% | Q1 2019 | Q3 2023 | 18 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 7 | 0.06% | 0.11% | 0.16% | Q1 2019 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.53% | 0.69% | 0.82% | Q2 2019 | Q3 2023 | 18 |
RHS Financial, LLC | 13 | 5 | 0.17% | 0.24% | 0.41% | Q4 2018 | Q2 2023 | 18 |
Wealthstreet Investment Advisors, LLC | 18 | 18 | 0.05% | 0.38% | 1.64% | Q4 2017 | Q1 2022 | 18 |
Wealthquest Corp | 8 | 1 | 0.07% | 0.16% | 0.38% | Q4 2014 | Q4 2022 | 18 |
Stevens First Principles Investment Advisors | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 18 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 17 | 1 | 0.08% | 0.15% | 0.25% | Q1 2019 | Q3 2023 | 18 |
Valmark Advisers, Inc. | 18 | 18 | 0.01% | 0.07% | 0.19% | Q2 2019 | Q3 2023 | 18 |
KELLEHER FINANCIAL ADVISORS | 18 | 18 | 0.28% | 0.98% | 2.56% | Q2 2019 | Q3 2023 | 18 |
Avidian Wealth Solutions, LLC | 14 | 4 | 0.03% | 0.38% | 1.97% | Q1 2019 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 1.38% | 3.54% | 5.75% | Q4 2018 | Q3 2023 | 18 |
Glenview Trust Co | 13 | 1 | 0.01% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 18 |
Jackson, Grant Investment Advisers, Inc. | 11 | 7 | 0.01% | 0.13% | 0.36% | Q1 2019 | Q3 2023 | 18 |
Bedel Financial Consulting, Inc. | 17 | 1 | 0.05% | 0.12% | 0.34% | Q1 2018 | Q2 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.01% | 0.07% | 0.17% | Q4 2016 | Q3 2023 | 18 |
Foster Victor Wealth Advisors, LLC | 14 | 4 | 0.10% | 2.51% | 5.18% | Q1 2019 | Q3 2023 | 18 |
Trek Financial, LLC | 14 | 4 | 0.02% | 0.15% | 0.68% | Q4 2018 | Q3 2023 | 18 |
Essex Savings Bank | 11 | 7 | 0.09% | 0.27% | 0.65% | Q4 2018 | Q3 2023 | 18 |
Anchor Investment Management, LLC | 18 | 18 | 0.00% | 0.11% | 0.20% | Q3 2019 | Q4 2023 | 18 |
HL FINANCIAL SERVICES LLC | 11 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2019 | 18 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 10 | 8 | 0.01% | 0.14% | 0.24% | Q4 2017 | Q3 2023 | 18 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 16 | 2 | 0.01% | 0.05% | 0.07% | Q2 2017 | Q3 2023 | 18 |
Barry Investment Advisors, LLC | 18 | 18 | 0.08% | 0.28% | 0.38% | Q2 2019 | Q3 2023 | 18 |
TAP Consulting, LLC | 17 | 1 | 0.26% | 0.71% | 2.25% | Q1 2019 | Q3 2023 | 18 |
Lincoln Capital LLC | 18 | 18 | 0.10% | 0.15% | 0.20% | Q2 2019 | Q3 2023 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Van Cleef Asset Management,Inc | 12 | 1 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 18 |
BROWN BROTHERS HARRIMAN & CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 18 |
IMS Capital Management | 6 | 1 | 0.12% | 0.21% | 0.82% | Q1 2014 | Q1 2022 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.05% | 0.10% | 0.20% | Q2 2013 | Q3 2017 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.09% | 0.16% | 0.30% | Q1 2019 | Q2 2023 | 18 |
Venturi Wealth Management, LLC | 11 | 1 | 0.01% | 0.38% | 2.71% | Q4 2015 | Q3 2023 | 18 |
Truvestments Capital LLC | 8 | 2 | 0.00% | 0.98% | 3.41% | Q2 2018 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.01% | 0.05% | 0.16% | Q2 2019 | Q3 2023 | 18 |
CX Institutional | 14 | 2 | 0.00% | 0.24% | 0.92% | Q2 2018 | Q2 2023 | 18 |
BECKER CAPITAL MANAGEMENT INC | 15 | 3 | 0.02% | 0.03% | 0.06% | Q2 2014 | Q3 2023 | 18 |
LAKE STREET ADVISORS GROUP, LLC | 9 | 8 | 0.05% | 0.19% | 0.47% | Q4 2017 | Q3 2023 | 17 |
Global Trust Asset Management, LLC | 16 | 1 | 0.00% | 0.72% | 1.47% | Q2 2018 | Q3 2023 | 17 |
Stonehage Fleming Financial Services Holdings Ltd | 10 | 2 | 0.01% | 0.25% | 1.70% | Q4 2016 | Q3 2023 | 17 |
DEARBORN PARTNERS LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 17 |
Enterprise Bank & Trust Co | 17 | 17 | 0.10% | 0.14% | 0.21% | Q3 2019 | Q3 2023 | 17 |
D'Orazio & Associates, Inc. | 14 | 3 | 0.01% | 0.13% | 0.27% | Q1 2016 | Q1 2022 | 17 |
WHITTIER TRUST CO OF NEVADA INC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
BLB&B Advisors, LLC | 17 | 17 | 0.07% | 0.44% | 0.79% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.05% | 0.10% | 0.30% | Q2 2013 | Q2 2017 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Tradewinds Capital Management, LLC | 15 | 1 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 17 |
Sound Income Strategies, LLC | 11 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 17 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 16 | 1 | 1.33% | 9.61% | 11.17% | Q4 2018 | Q3 2023 | 17 |
CADENCE BANK NA | 17 | 17 | 0.16% | 0.18% | 0.21% | Q2 2018 | Q2 2022 | 17 |
Kalos Management, Inc. | 12 | 1 | 0.07% | 1.40% | 5.99% | Q3 2018 | Q2 2023 | 17 |
LAZARD ASSET MANAGEMENT LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 17 |
Hubbell Strickland Wealth Management, LLC | 17 | 17 | 0.83% | 1.14% | 1.80% | Q3 2019 | Q3 2023 | 17 |
WADE G W & INC | 16 | 1 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 17 |
Royal Fund Management, LLC | 14 | 3 | 0.06% | 1.39% | 2.86% | Q4 2016 | Q3 2022 | 17 |
MEEDER ASSET MANAGEMENT INC | 13 | 1 | 0.00% | 0.52% | 1.79% | Q4 2018 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.03% | 0.10% | Q2 2017 | Q2 2021 | 17 |
Dorsey & Whitney Trust CO LLC | 17 | 17 | 0.24% | 0.30% | 0.43% | Q3 2019 | Q3 2023 | 17 |
Joseph P. Lucia & Associates, LLC | 7 | 4 | 0.01% | 0.14% | 0.40% | Q1 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.06% | 0.10% | 0.13% | Q4 2019 | Q4 2023 | 17 |
Wilshire Advisors LLC | 13 | 4 | 1.58% | 2.36% | 3.01% | Q2 2016 | Q1 2021 | 17 |
C-J Advisory, Inc. | 14 | 3 | 0.12% | 0.44% | 0.57% | Q3 2016 | Q3 2021 | 17 |
Bath Savings Trust Co | 17 | 17 | 0.04% | 0.27% | 0.48% | Q3 2019 | Q3 2023 | 17 |
JOYN Advisors, Inc. | 16 | 1 | 0.00% | 11.56% | 15.28% | Q3 2013 | Q1 2020 | 17 |
Schoolcraft Capital LLC | 14 | 3 | 0.11% | 0.13% | 0.18% | Q2 2019 | Q3 2023 | 17 |
Tower View Wealth Management LLC | 9 | 8 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 17 |
ARGI Investment Services, LLC | 17 | 17 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q4 2022 | 17 |
Chevy Chase Trust Holdings, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 17 |
Capital Advisory Group Advisory Services, LLC | 15 | 2 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q2 2022 | 17 |
ROTHSCHILD INVESTMENT LLC /IL | 12 | 5 | 0.02% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 17 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 0.58% | 1.70% | 3.74% | Q1 2016 | Q3 2023 | 17 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 16 | 1 | 0.55% | 1.70% | 5.44% | Q4 2018 | Q3 2023 | 17 |
Jacobsen Capital Management | 14 | 3 | 3.80% | 12.31% | 17.71% | Q2 2019 | Q3 2023 | 17 |
Prime Capital Investment Advisors, LLC | 8 | 1 | 0.02% | 0.22% | 1.53% | Q4 2017 | Q3 2023 | 17 |
Baldrige Asset Management LLC | 17 | 17 | 0.93% | 1.38% | 2.22% | Q1 2019 | Q1 2023 | 17 |
HT Partners LLC | 13 | 4 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q3 2023 | 17 |
Emerald Advisors, LLC | 16 | 16 | 0.95% | 1.44% | 2.18% | Q4 2019 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.10% | 0.15% | 0.24% | Q4 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.29% | 0.33% | 0.37% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 1.97% | 2.42% | 3.01% | Q4 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.02% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
ACR Alpine Capital Research, LLC | 16 | 16 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Principle Wealth Partners LLC | 12 | 4 | 0.10% | 0.19% | 0.26% | Q2 2019 | Q3 2023 | 16 |
Pekin Hardy Strauss, Inc. | 16 | 16 | 0.03% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Red Door Wealth Management, LLC | 16 | 16 | 0.07% | 0.14% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Cornerstone Investment Partners, LLC | 9 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2017 | 16 |
ST GERMAIN D J CO INC | 13 | 3 | 0.03% | 0.06% | 0.19% | Q4 2019 | Q4 2023 | 16 |
Hanlon Investment Management, Inc. | 16 | 16 | 0.52% | 2.22% | 5.25% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.18% | 0.21% | 0.27% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 1.18% | 3.37% | 4.85% | Q4 2019 | Q3 2023 | 16 |
SlateStone Wealth, LLC | 16 | 16 | 0.54% | 1.92% | 4.36% | Q4 2019 | Q3 2023 | 16 |
Marcum Wealth, LLC | 16 | 16 | 0.34% | 0.98% | 2.16% | Q4 2019 | Q3 2023 | 16 |
D L CARLSON INVESTMENT GROUP INC | 11 | 5 | 0.04% | 0.06% | 0.11% | Q3 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 1.01% | 1.70% | 2.64% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 1.91% | 2.13% | 2.38% | Q2 2013 | Q1 2017 | 16 |
Wealthspire Advisors, LLC | 15 | 1 | 0.00% | 0.38% | 0.98% | Q4 2018 | Q3 2023 | 16 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q2 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.09% | 0.34% | 0.54% | Q4 2019 | Q3 2023 | 16 |
LifeSteps Financial, Inc. | 16 | 16 | 0.95% | 1.50% | 2.60% | Q4 2019 | Q3 2023 | 16 |
TRANSCEND CAPITAL ADVISORS, LLC | 16 | 16 | 0.10% | 0.56% | 1.11% | Q4 2019 | Q3 2023 | 16 |
BOENNING & SCATTERGOOD, INC. | 16 | 16 | 0.06% | 0.10% | 0.16% | Q1 2019 | Q4 2022 | 16 |
ORSER CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.24% | 1.49% | 2.94% | Q4 2017 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.01% | 0.03% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Marotta Asset Management | 13 | 3 | 0.18% | 0.36% | 0.76% | Q4 2019 | Q4 2023 | 16 |
Kingfisher Capital LLC | 14 | 2 | 0.08% | 0.09% | 0.15% | Q3 2019 | Q3 2023 | 16 |
Apexium Financial, LP | 16 | 16 | 0.10% | 0.26% | 0.85% | Q4 2019 | Q3 2023 | 16 |
Alera Investment Advisors, LLC | 14 | 2 | 0.02% | 0.32% | 0.60% | Q4 2018 | Q3 2023 | 16 |
Old North State Trust, LLC | 7 | 3 | 0.01% | 0.10% | 0.28% | Q3 2018 | Q1 2023 | 16 |
Brio Consultants, LLC | 16 | 16 | 0.05% | 2.08% | 6.92% | Q4 2018 | Q3 2022 | 16 |
SPRENG CAPITAL MANAGEMENT, INC. | 16 | 16 | 0.29% | 0.38% | 0.50% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
BLUESTEIN R H & CO LLC | 13 | 3 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q3 2022 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.02% | 1.24% | 2.03% | Q3 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 6.26% | 7.87% | 10.08% | Q4 2019 | Q3 2023 | 16 |
Partnervest Advisory Services LLC | 11 | 5 | 0.00% | 0.17% | 0.52% | Q2 2013 | Q3 2020 | 16 |
One Charles Private Wealth Services, LLC | 16 | 16 | 2.40% | 4.32% | 8.41% | Q4 2019 | Q3 2023 | 16 |
HOWARD WEALTH MANAGEMENT, LLC | 16 | 16 | 1.04% | 1.45% | 2.20% | Q4 2019 | Q3 2023 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 5.44% | 10.27% | 16.03% | Q4 2019 | Q3 2023 | 16 |
GILL CAPITAL PARTNERS, LLC | 16 | 16 | 0.16% | 1.54% | 2.78% | Q1 2020 | Q4 2023 | 16 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2023 | 16 |
Stonehearth Capital Management, LLC | 16 | 16 | 0.79% | 0.90% | 1.04% | Q1 2020 | Q4 2023 | 16 |
PINNACLE FINANCIAL PARTNERS INC | 11 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 16 |
Carl P. Sherr & Co., LLC | 16 | 16 | 0.21% | 0.25% | 0.35% | Q4 2019 | Q3 2023 | 16 |
DERBY & COMPANY, INC | 16 | 16 | 7.95% | 10.51% | 12.93% | Q4 2017 | Q3 2021 | 16 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 16 |
ROBERTS GLORE & CO INC /IL/ | 16 | 16 | 0.16% | 0.34% | 0.41% | Q4 2019 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.16% | 0.24% | 0.46% | Q4 2018 | Q3 2022 | 16 |
DAVIS R M INC | 12 | 4 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.20% | 1.29% | 2.12% | Q4 2019 | Q3 2023 | 16 |
DAVIDSON TRUST CO | 16 | 16 | 1.02% | 2.08% | 2.70% | Q4 2019 | Q3 2023 | 16 |
KFA Private Wealth Group, LLC | 16 | 16 | 1.47% | 4.50% | 6.21% | Q4 2019 | Q3 2023 | 16 |
Berman Capital Advisors, LLC | 16 | 16 | 1.46% | 3.81% | 7.53% | Q4 2017 | Q3 2021 | 16 |
Trilogy Capital Inc. | 13 | 3 | 0.00% | 0.63% | 3.30% | Q1 2018 | Q3 2023 | 16 |
Linscomb & Williams, Inc. | 16 | 16 | 0.03% | 0.08% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.03% | 0.10% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Carolina Wealth Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
PRW Wealth Management LLC | 11 | 1 | 0.06% | 4.91% | 9.59% | Q4 2018 | Q3 2023 | 16 |
Affinity Capital Advisors, LLC | 16 | 16 | 6.07% | 10.05% | 13.02% | Q4 2019 | Q3 2023 | 16 |
FRG Family Wealth Advisors LLC | 12 | 1 | 0.05% | 0.05% | 0.06% | Q3 2018 | Q3 2023 | 16 |
Mayfair Advisory Group, LLC | 16 | 16 | 1.54% | 2.74% | 4.88% | Q4 2019 | Q3 2023 | 16 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 16 | 16 | 1.21% | 2.11% | 2.96% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 16 |
Benchmark Wealth Management, LLC | 16 | 16 | 1.74% | 2.98% | 3.33% | Q4 2019 | Q3 2023 | 16 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 0.31% | 0.76% | 1.32% | Q4 2019 | Q3 2023 | 16 |
CAHILL FINANCIAL ADVISORS INC | 16 | 16 | 0.17% | 2.23% | 2.80% | Q4 2019 | Q3 2023 | 16 |
Avestar Capital, LLC | 11 | 2 | 0.00% | 0.25% | 1.18% | Q4 2018 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 2.14% | 5.72% | 8.52% | Q4 2019 | Q3 2023 | 16 |
Kathmere Capital Management, LLC | 16 | 16 | 0.88% | 1.42% | 4.70% | Q4 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.03% | 1.15% | 2.74% | Q4 2019 | Q3 2023 | 16 |
Key FInancial Inc | 16 | 16 | 0.19% | 0.24% | 0.37% | Q4 2019 | Q3 2023 | 16 |
Archer Investment Corp | 16 | 16 | 0.08% | 0.16% | 0.23% | Q4 2019 | Q3 2023 | 16 |
PIN OAK INVESTMENT ADVISORS INC | 14 | 2 | 0.07% | 1.23% | 1.66% | Q4 2017 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.92% | 1.23% | 2.27% | Q4 2019 | Q3 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.16% | 0.22% | 0.35% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.06% | 0.51% | 0.89% | Q4 2019 | Q3 2023 | 16 |
HOLLENCREST CAPITAL MANAGEMENT | 16 | 16 | 1.16% | 1.90% | 2.69% | Q2 2014 | Q1 2018 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.12% | 0.32% | 0.39% | Q4 2019 | Q3 2023 | 16 |
BEAM WEALTH ADVISORS, INC. | 16 | 16 | 0.26% | 0.44% | 0.61% | Q4 2019 | Q3 2023 | 16 |
VOYA INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.13% | 0.31% | 0.50% | Q2 2019 | Q1 2023 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 0.23% | 0.54% | 1.04% | Q4 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.05% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Klingman & Associates, LLC | 16 | 16 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Regent Peak Wealth Advisors LLC | 16 | 16 | 2.45% | 2.82% | 3.72% | Q4 2019 | Q3 2023 | 16 |
ROWLANDMILLER & PARTNERS.ADV | 16 | 16 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q4 2023 | 16 |
PBMares Wealth Management LLC | 16 | 16 | 0.38% | 0.66% | 1.40% | Q4 2019 | Q3 2023 | 16 |
TRUEFG, LLC | 16 | 16 | 12.49% | 12.88% | 13.52% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Fort Point Capital Partners LLC | 12 | 1 | 0.04% | 0.10% | 0.21% | Q1 2015 | Q2 2023 | 16 |
RMB Capital Management, LLC | 13 | 3 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 16 |
Heartwood Wealth Advisors LLC | 16 | 16 | 2.80% | 3.67% | 5.00% | Q4 2019 | Q3 2023 | 16 |
Detalus Advisors, LLC | 16 | 16 | 0.27% | 0.33% | 0.80% | Q4 2019 | Q3 2023 | 16 |
Essex Private Wealth Management, LLC | 16 | 16 | 0.46% | 1.18% | 2.41% | Q4 2019 | Q3 2023 | 16 |
Covenant Multifamily Offices, LLC | 11 | 1 | 0.01% | 2.55% | 10.56% | Q2 2015 | Q3 2021 | 16 |
Coyle Financial Counsel LLC | 13 | 3 | 7.86% | 11.06% | 21.42% | Q4 2016 | Q4 2020 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.86% | 1.61% | 2.33% | Q4 2019 | Q3 2023 | 16 |
TL Private Wealth | 16 | 16 | 15.29% | 16.61% | 17.52% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.71% | 2.08% | 4.38% | Q4 2019 | Q3 2023 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Abacus Planning Group, Inc. | 16 | 16 | 0.11% | 1.13% | 2.18% | Q4 2019 | Q3 2023 | 16 |
VIRIDIAN RIA, LLC | 14 | 2 | 0.56% | 1.28% | 3.63% | Q1 2018 | Q1 2022 | 16 |
Apella Capital, LLC | 12 | 3 | 0.81% | 1.86% | 2.84% | Q1 2020 | Q4 2023 | 15 |
Nationwide Fund Advisors | 7 | 3 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2017 | 15 |
TWO SIGMA ADVISERS, LP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2023 | 15 |
RIVERSEDGE ADVISORS, LLC | 12 | 3 | 0.09% | 2.12% | 4.91% | Q2 2019 | Q3 2023 | 15 |
PARSONS CAPITAL MANAGEMENT INC/RI | 11 | 1 | 0.01% | 0.09% | 0.15% | Q1 2015 | Q3 2023 | 15 |
STATE STREET CORP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.11% | 0.17% | 0.43% | Q1 2020 | Q3 2023 | 15 |
AdvicePeriod, LLC | 15 | 15 | 1.90% | 2.70% | 3.84% | Q4 2017 | Q2 2021 | 15 |
TOBIAS FINANCIAL ADVISORS, INC. | 8 | 7 | 0.35% | 0.76% | 2.61% | Q4 2019 | Q3 2023 | 15 |
WOLVERINE ASSET MANAGEMENT LLC | 15 | 15 | 0.01% | 0.04% | 0.09% | Q4 2015 | Q2 2019 | 15 |
Concert Wealth Management Inc. | 10 | 1 | 0.03% | 0.51% | 4.38% | Q2 2013 | Q3 2017 | 15 |
Atlantic Union Bankshares Corp | 15 | 15 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Platte River Wealth Advisors, LLC | 14 | 1 | 1.49% | 12.23% | 18.59% | Q4 2019 | Q3 2023 | 15 |
Litman Gregory Wealth Management LLC | 10 | 2 | 0.03% | 0.10% | 0.22% | Q4 2018 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.13% | 0.21% | 0.50% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 1.13% | 1.79% | 2.60% | Q4 2019 | Q3 2023 | 15 |
LPWM LLC | 15 | 15 | 0.67% | 1.53% | 1.79% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.10% | 0.30% | 0.52% | Q2 2013 | Q4 2016 | 15 |
Wellspring Financial Advisors, LLC | 15 | 15 | 1.52% | 4.73% | 7.28% | Q1 2020 | Q3 2023 | 15 |
Traynor Capital Management, Inc. | 10 | 1 | 0.03% | 0.07% | 0.17% | Q2 2015 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q4 2016 | 15 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 11 | 4 | 0.70% | 1.11% | 2.28% | Q4 2017 | Q3 2023 | 15 |
Lee Financial Co | 13 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.09% | 0.52% | 0.95% | Q4 2019 | Q3 2023 | 15 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 15 | 15 | 0.00% | 0.46% | 3.53% | Q4 2019 | Q2 2023 | 15 |
Selective Wealth Management, Inc. | 14 | 1 | 0.03% | 0.07% | 0.12% | Q3 2019 | Q2 2023 | 15 |
Winfield Associates, Inc. | 15 | 15 | 0.18% | 0.27% | 0.39% | Q3 2016 | Q1 2020 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 2.12% | 3.16% | 4.65% | Q1 2020 | Q3 2023 | 15 |
HBK Sorce Advisory LLC | 5 | 1 | 0.01% | 0.04% | 0.24% | Q4 2017 | Q3 2023 | 15 |
One Wealth Advisors, LLC | 10 | 1 | 0.01% | 0.25% | 1.04% | Q3 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.62% | 0.74% | 0.89% | Q1 2020 | Q3 2023 | 15 |
MOSELEY INVESTMENT MANAGEMENT INC | 11 | 4 | 0.12% | 0.30% | 0.57% | Q1 2019 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.59% | 1.12% | 2.81% | Q4 2019 | Q3 2023 | 15 |
Sunbelt Securities, Inc. | 11 | 4 | 0.04% | 0.13% | 0.28% | Q3 2017 | Q3 2023 | 15 |
Halpern Financial, Inc. | 13 | 2 | 0.00% | 0.05% | 0.65% | Q4 2019 | Q3 2023 | 15 |
TWIN CAPITAL MANAGEMENT INC | 11 | 4 | 0.12% | 0.18% | 0.23% | Q2 2016 | Q3 2020 | 15 |
Cooper Financial Group | 12 | 3 | 0.05% | 0.12% | 0.27% | Q1 2019 | Q3 2023 | 15 |
ERn Financial, LLC | 15 | 15 | 0.41% | 0.55% | 0.78% | Q1 2020 | Q3 2023 | 15 |
LWS Wealth Advisors, Inc. | 15 | 15 | 0.14% | 0.19% | 0.29% | Q1 2020 | Q3 2023 | 15 |
Petix & Botte Co | 12 | 3 | 0.26% | 0.34% | 0.68% | Q4 2019 | Q3 2023 | 15 |
EPG Wealth Management LLC | 12 | 3 | 0.07% | 0.15% | 0.27% | Q4 2019 | Q3 2023 | 15 |
Ackerman Capital Advisors, LLC | 15 | 15 | 1.96% | 2.90% | 8.03% | Q1 2020 | Q3 2023 | 15 |
Wealthfront Advisers LLC | 10 | 5 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 15 |
Meridian Wealth Advisors, LLC | 15 | 15 | 0.10% | 0.11% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Strategic Blueprint, LLC | 12 | 3 | 0.03% | 1.07% | 3.30% | Q3 2019 | Q3 2023 | 15 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 13 | 2 | 0.01% | 0.21% | 2.78% | Q4 2014 | Q3 2019 | 15 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 15 | 15 | 0.49% | 1.86% | 3.13% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.33% | 0.65% | 1.16% | Q2 2016 | Q4 2019 | 15 |
Mokosak Advisory Group, LLC | 15 | 15 | 2.03% | 2.63% | 3.64% | Q1 2020 | Q3 2023 | 15 |
Portland Global Advisors LLC | 12 | 3 | 0.04% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 15 |
Moors & Cabot, Inc. | 11 | 1 | 0.02% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 15 |
Clearshares LLC | 9 | 2 | 3.52% | 4.25% | 4.88% | Q4 2017 | Q4 2021 | 15 |
SECURITY NATIONAL BANK OF SO DAK | 6 | 2 | 0.25% | 0.40% | 1.16% | Q3 2018 | Q3 2023 | 15 |
Princeton Global Asset Management LLC | 13 | 2 | 0.01% | 0.07% | 0.09% | Q4 2018 | Q2 2023 | 15 |
Wharton Business Group, LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 15 |
Strategic Wealth Partners Group, LLC | 9 | 6 | 0.06% | 0.24% | 0.33% | Q4 2019 | Q3 2023 | 15 |
McKinley Carter Wealth Services, Inc. | 12 | 1 | 0.01% | 0.18% | 0.38% | Q3 2017 | Q3 2023 | 15 |
WEALTHFRONT Corp | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 15 |
Roble, Belko & Company, Inc | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 15 |
Apollon Wealth Management, LLC | 15 | 15 | 0.37% | 1.42% | 4.10% | Q1 2020 | Q3 2023 | 15 |
VeraBank, N.A. | 15 | 15 | 0.17% | 0.25% | 0.53% | Q1 2020 | Q3 2023 | 15 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 14 | 14 | 0.35% | 1.25% | 1.85% | Q2 2020 | Q3 2023 | 14 |
SMITH, MOORE & CO. | 10 | 4 | 0.03% | 0.20% | 0.34% | Q4 2017 | Q3 2023 | 14 |
Boston Partners | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Choate Investment Advisors | 12 | 2 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.47% | 0.75% | 1.27% | Q4 2019 | Q3 2023 | 14 |
BBVA USA Bancshares, Inc. | 13 | 1 | 0.01% | 0.07% | 0.11% | Q3 2014 | Q1 2021 | 14 |
Sawyer & Company, Inc | 10 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 14 |
Sunesis Advisors, LLC | 14 | 14 | 0.16% | 0.36% | 0.57% | Q4 2018 | Q1 2022 | 14 |
Windsor Wealth Management, Inc. | 7 | 1 | 0.07% | 0.14% | 0.29% | Q4 2017 | Q3 2023 | 14 |
D.B. Root & Company, LLC | 12 | 2 | 0.07% | 0.28% | 0.40% | Q4 2017 | Q1 2022 | 14 |
PROFFITT & GOODSON INC | 7 | 7 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 14 |
Lubar & Co., Inc | 14 | 14 | 5.76% | 8.75% | 12.16% | Q2 2014 | Q3 2017 | 14 |
BRINKER CAPITAL INC | 6 | 4 | 0.01% | 0.09% | 0.20% | Q1 2016 | Q2 2020 | 14 |
ETRADE Capital Management LLC | 14 | 14 | 5.62% | 7.53% | 8.35% | Q2 2017 | Q3 2020 | 14 |
Centerpoint Advisors, LLC | 13 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 14 |
Leicht Financial Planning & Wealth Management, Inc. | 14 | 14 | 0.27% | 3.89% | 14.32% | Q4 2016 | Q1 2020 | 14 |
FULTON BANK, N.A. | 13 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2023 | 14 |
Community Financial Services Group, LLC | 13 | 1 | 0.08% | 1.81% | 4.91% | Q4 2018 | Q3 2023 | 14 |
DT Investment Partners, LLC | 13 | 1 | 0.16% | 0.20% | 0.33% | Q2 2015 | Q3 2023 | 14 |
Platform Technology Partners | 10 | 4 | 0.42% | 0.53% | 0.67% | Q1 2020 | Q3 2023 | 14 |
Renaissance Technologies | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 14 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 14 |
Estate Counselors, LLC | 10 | 1 | 0.02% | 0.83% | 3.40% | Q4 2017 | Q3 2023 | 14 |
Southern Wealth Management, LLP | 14 | 14 | 0.53% | 1.65% | 3.95% | Q4 2019 | Q1 2023 | 14 |
QCI ASSET MANAGEMENT INC/NY | 13 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2020 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 1.44% | 1.79% | 2.11% | Q1 2017 | Q2 2020 | 14 |
FSA Wealth Management LLC | 14 | 14 | 0.23% | 0.51% | 1.96% | Q2 2020 | Q3 2023 | 14 |
Wealth Quarterback LLC | 6 | 1 | 0.14% | 0.33% | 0.52% | Q1 1987 | Q3 2023 | 14 |
Heritage Wealth Advisors | 7 | 7 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 14 |
Soltis Investment Advisors LLC | 12 | 2 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 14 |
McAdam, LLC | 10 | 1 | 0.03% | 0.09% | 0.20% | Q1 2018 | Q3 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.02% | 0.04% | 0.09% | Q1 2020 | Q2 2023 | 14 |
Northeast Financial Consultants Inc | 13 | 1 | 0.03% | 0.63% | 1.41% | Q1 2019 | Q3 2023 | 14 |
PagnatoKarp Partners LLC | 14 | 14 | 0.46% | 1.29% | 2.74% | Q4 2016 | Q1 2020 | 14 |
PFG Advisors | 7 | 2 | 0.05% | 0.28% | 0.67% | Q2 2019 | Q3 2023 | 14 |
First Command Financial Services, Inc. | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2021 | 14 |
First Command Bank | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 14 |
R. W. Roge & Company, Inc. | 14 | 14 | 0.32% | 2.49% | 6.39% | Q2 2020 | Q3 2023 | 14 |
Karp Capital Management Corp | 7 | 7 | 0.05% | 0.81% | 2.22% | Q3 2018 | Q3 2022 | 14 |
BCS Wealth Management | 7 | 1 | 0.60% | 0.75% | 1.12% | Q4 2019 | Q3 2023 | 14 |
Legacy Bridge, LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
CBIZ Investment Advisory Services, LLC | 9 | 1 | 3.19% | 14.87% | 17.68% | Q4 2019 | Q3 2023 | 14 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11 | 3 | 0.02% | 0.52% | 0.98% | Q2 2019 | Q3 2023 | 14 |
Zions Bancorporation | 13 | 1 | 0.40% | 0.48% | 0.64% | Q1 2015 | Q3 2018 | 14 |
Stuart Chaussee & Associates, Inc. | 5 | 1 | 0.01% | 4.00% | 15.80% | Q1 2016 | Q3 2023 | 14 |
V Wealth Advisors LLC | 11 | 1 | 0.01% | 0.35% | 1.32% | Q2 2017 | Q2 2023 | 14 |
Capital Asset Advisory Services LLC | 13 | 1 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.09% | 0.14% | 0.22% | Q2 2020 | Q3 2023 | 14 |
TFC Financial Management, Inc. | 13 | 13 | 0.02% | 0.19% | 0.25% | Q3 2020 | Q3 2023 | 13 |
MURPHY CAPITAL MANAGEMENT INC | 6 | 1 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q2 2022 | 13 |
ACG Wealth | 6 | 1 | 0.03% | 0.08% | 0.18% | Q4 2017 | Q3 2022 | 13 |
Truadvice, LLC | 13 | 13 | 0.61% | 1.70% | 4.22% | Q3 2020 | Q3 2023 | 13 |
Newport Wealth Strategies, Inc. | 12 | 1 | 0.20% | 1.00% | 2.74% | Q4 2017 | Q3 2021 | 13 |
United Asset Strategies, Inc. | 3 | 1 | 0.03% | 0.10% | 0.24% | Q2 2013 | Q2 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.86% | 1.63% | 2.84% | Q4 2020 | Q4 2023 | 13 |
StrategIQ Financial Group, LLC | 13 | 13 | 0.05% | 0.13% | 0.18% | Q3 2020 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.11% | 0.48% | 0.62% | Q2 2013 | Q2 2016 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.56% | 0.79% | 1.20% | Q3 2020 | Q3 2023 | 13 |
Summit Trail Advisors, LLC | 11 | 2 | 0.24% | 2.54% | 7.27% | Q1 2020 | Q3 2023 | 13 |
Mascoma Wealth Management LLC | 9 | 4 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 13 |
Stelac Advisory Services LLC | 13 | 13 | 0.10% | 0.16% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Dana Investment Advisors, Inc. | 13 | 13 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
AMERICAN NATIONAL BANK | 13 | 13 | 0.01% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 1.64% | 2.11% | 2.37% | Q3 2020 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.25% | 0.33% | 0.41% | Q2 2013 | Q2 2016 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q4 2022 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.13% | 0.18% | 0.32% | Q4 2016 | Q4 2019 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.17% | 0.28% | 0.52% | Q3 2020 | Q3 2023 | 13 |
Noven Financial Group, Inc. | 6 | 1 | 0.95% | 3.91% | 10.40% | Q4 2014 | Q4 2019 | 13 |
Blue Zone Wealth Advisors, LLC | 9 | 4 | 0.10% | 0.33% | 1.52% | Q4 2019 | Q3 2023 | 13 |
Graves Light Lenhart Wealth, Inc. | 13 | 13 | 0.05% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Lokken Investment Group LLC | 12 | 1 | 7.32% | 7.66% | 8.20% | Q1 2012 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.03% | 0.20% | 0.55% | Q3 2020 | Q3 2023 | 13 |
Burleson & Company, LLC | 13 | 13 | 0.01% | 0.19% | 0.47% | Q4 2019 | Q4 2022 | 13 |
Edmonds Duncan Registered Investment Advisors, LLC | 12 | 1 | 0.09% | 0.95% | 1.83% | Q4 2017 | Q3 2023 | 13 |
McLean Asset Management Corp | 13 | 13 | 2.17% | 3.31% | 5.70% | Q4 2020 | Q4 2023 | 13 |
CYPRESS CAPITAL MANAGEMENT LLC | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2022 | 13 |
ALPHASIMPLEX GROUP, LLC | 13 | 13 | 0.39% | 1.10% | 2.52% | Q4 2017 | Q4 2020 | 13 |
BREMER TRUST NATIONAL ASSOCIATION | 13 | 13 | 0.07% | 0.11% | 0.18% | Q4 2015 | Q4 2018 | 13 |
Aurora Private Wealth, Inc. | 7 | 6 | 0.23% | 0.45% | 0.81% | Q4 2019 | Q1 2023 | 13 |
Sageworth Trust Co | 13 | 13 | 0.23% | 3.41% | 4.40% | Q3 2020 | Q3 2023 | 13 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 1.94% | 2.49% | 3.06% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.17% | 0.54% | 1.03% | Q3 2020 | Q3 2023 | 13 |
CWS Financial Advisors, LLC | 8 | 5 | 0.18% | 1.07% | 2.12% | Q2 2020 | Q3 2023 | 13 |
Daniels&Tansey,LLP | 13 | 13 | 0.46% | 3.65% | 4.61% | Q3 2020 | Q3 2023 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.02% | 0.12% | 0.17% | Q4 2015 | Q4 2022 | 13 |
RMR Wealth Builders | 13 | 13 | 0.09% | 5.03% | 8.77% | Q3 2020 | Q3 2023 | 13 |
JANUS HENDERSON GROUP PLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 13 |
FOSTER DYKEMA CABOT & CO INC/MA | 12 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 13 |
Clear Creek Financial Management, LLC | 10 | 3 | 0.19% | 0.67% | 2.12% | Q2 2020 | Q3 2023 | 13 |
CAPE COD FIVE CENTS SAVINGS BANK | 8 | 5 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.15% | 0.16% | 0.18% | Q2 2013 | Q2 2016 | 13 |
Lindbrook Capital, LLC | 10 | 1 | 0.02% | 0.28% | 0.58% | Q4 2018 | Q3 2023 | 13 |
Laidlaw Wealth Management LLC | 8 | 5 | 0.24% | 0.40% | 0.82% | Q4 2019 | Q3 2023 | 13 |
Perennial Investment Advisors, LLC | 13 | 13 | 0.10% | 0.43% | 1.28% | Q3 2020 | Q3 2023 | 13 |
Perennial Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2021 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.10% | 0.63% | 1.22% | Q4 2018 | Q4 2021 | 13 |
First Bank & Trust | 13 | 13 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q2 2022 | 13 |
Procyon Advisors, LLC | 10 | 3 | 0.00% | 0.08% | 0.19% | Q4 2019 | Q3 2023 | 13 |
ELEMENT POINTE ADVISORS, LLC | 11 | 2 | 0.15% | 2.32% | 4.55% | Q4 2018 | Q4 2022 | 13 |
Annapolis Financial Services, LLC | 12 | 12 | 4.72% | 5.72% | 6.40% | Q4 2020 | Q3 2023 | 12 |
Robertson Stephens Wealth Management, LLC | 10 | 1 | 0.11% | 0.78% | 1.96% | Q3 2019 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 0.61% | 0.96% | 1.43% | Q4 2020 | Q3 2023 | 12 |
Wealth Management Partners, LLC | 12 | 12 | 0.57% | 0.69% | 0.85% | Q4 2020 | Q3 2023 | 12 |
Greenhouse Wealth Management, LLC | 12 | 12 | 2.26% | 9.39% | 11.60% | Q4 2020 | Q3 2023 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.03% | 0.61% | 2.43% | Q4 2020 | Q3 2023 | 12 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 12 | 12 | 0.10% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.67% | 1.03% | 1.39% | Q4 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
Curran Financial Partners, LLC | 12 | 12 | 0.40% | 1.78% | 3.51% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Veery Capital, LLC | 12 | 12 | 8.19% | 9.34% | 10.58% | Q4 2020 | Q3 2023 | 12 |
Madison Wealth Partners, Inc | 12 | 12 | 0.15% | 0.21% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 1.42% | 1.72% | 1.88% | Q4 2020 | Q3 2023 | 12 |
CHATHAM CAPITAL GROUP, INC. | 12 | 12 | 0.15% | 0.20% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Center For Asset Management LLC | 12 | 12 | 0.49% | 1.45% | 2.93% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.61% | 0.79% | 0.95% | Q4 2020 | Q3 2023 | 12 |
Hemenway Trust Co LLC | 12 | 12 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.66% | 2.95% | 3.71% | Q4 2020 | Q3 2023 | 12 |
Cohen Investment Advisors LLC | 12 | 12 | 0.41% | 0.48% | 0.55% | Q4 2020 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.08% | 7.13% | 9.13% | Q4 2020 | Q3 2023 | 12 |
Lebenthal Global Advisors, LLC | 12 | 12 | 0.02% | 5.96% | 9.45% | Q4 2020 | Q3 2023 | 12 |
COREPATH WEALTH PARTNERS LLC | 12 | 12 | 1.08% | 1.15% | 1.18% | Q4 2020 | Q3 2023 | 12 |
Sage Capital Advisors,llc | 12 | 12 | 0.10% | 0.26% | 1.00% | Q4 2020 | Q3 2023 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.19% | 0.26% | 0.50% | Q1 2019 | Q1 2022 | 12 |
ADE, LLC | 12 | 12 | 0.80% | 1.23% | 1.57% | Q4 2020 | Q3 2023 | 12 |
Interchange Capital Partners, LLC | 12 | 12 | 1.57% | 4.47% | 6.58% | Q4 2020 | Q3 2023 | 12 |
RKL Wealth Management LLC | 12 | 12 | 0.06% | 0.08% | 0.09% | Q2 2017 | Q1 2020 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 1.27% | 1.91% | 2.75% | Q4 2020 | Q3 2023 | 12 |
Clearstead Advisors, LLC | 9 | 3 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 2.21% | 2.38% | 2.56% | Q4 2020 | Q3 2023 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.24% | 0.39% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Red Wave Investments LLC | 12 | 12 | 3.79% | 4.03% | 4.37% | Q4 2020 | Q3 2023 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 7.22% | 7.76% | 8.68% | Q4 2020 | Q3 2023 | 12 |
Safeguard Investment Advisory Group, LLC | 12 | 12 | 0.14% | 0.73% | 1.46% | Q4 2020 | Q3 2023 | 12 |
Weitzel Financial Services, Inc. | 12 | 12 | 0.34% | 1.03% | 1.73% | Q4 2020 | Q3 2023 | 12 |
3D/L Capital Management, LLC | 12 | 12 | 0.04% | 8.43% | 9.63% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.45% | 0.61% | 0.76% | Q4 2020 | Q3 2023 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 0.06% | 2.35% | 3.82% | Q4 2020 | Q3 2023 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.05% | 0.09% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 3.22% | 3.83% | 4.79% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.16% | 0.22% | 0.32% | Q4 2020 | Q3 2023 | 12 |
High Pines Wealth Management, LLC | 12 | 12 | 4.75% | 9.33% | 14.21% | Q4 2020 | Q3 2023 | 12 |
TIAA Kaspick, LLC | 12 | 12 | 0.26% | 2.05% | 4.76% | Q4 2018 | Q3 2021 | 12 |
EAGLE GLOBAL ADVISORS LLC | 9 | 3 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 12 |
Baker Avenue Asset Management, LP | 6 | 1 | 0.01% | 0.08% | 0.17% | Q3 2017 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 1.15% | 1.85% | 2.78% | Q4 2020 | Q3 2023 | 12 |
Ledyard National Bank | 8 | 4 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q4 2018 | 12 |
Mezzasalma Advisors, LLC | 12 | 12 | 0.14% | 0.17% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Compass Advisory Group LLC | 12 | 12 | 1.45% | 3.60% | 7.74% | Q4 2020 | Q3 2023 | 12 |
Facet Wealth, Inc. | 12 | 12 | 7.26% | 9.25% | 11.17% | Q4 2020 | Q3 2023 | 12 |
Strategic Wealth Partners, Ltd. | 8 | 4 | 0.00% | 0.08% | 0.34% | Q4 2017 | Q1 2023 | 12 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 12 | 12 | 0.58% | 0.76% | 1.02% | Q4 2020 | Q3 2023 | 12 |
Sonora Investment Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 12 |
Jaffetilchin Investment Partners, LLC | 11 | 1 | 0.02% | 0.11% | 0.31% | Q4 2018 | Q3 2023 | 12 |
Brown Advisory Securities, LLC | 12 | 12 | 0.06% | 0.08% | 0.11% | Q1 2017 | Q4 2019 | 12 |
AAF Wealth Management, LLC | 12 | 12 | 10.11% | 13.88% | 15.42% | Q4 2020 | Q3 2023 | 12 |
ASSET PLANNING CORPORATION | 12 | 12 | 2.52% | 4.97% | 6.61% | Q4 2020 | Q3 2023 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q1 2021 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.77% | 0.90% | 1.12% | Q4 2020 | Q3 2023 | 12 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 | 1 | 0.07% | 0.27% | 0.66% | Q2 2018 | Q3 2023 | 12 |
FORVIS Wealth Advisors, LLC | 12 | 12 | 0.02% | 0.66% | 1.60% | Q4 2020 | Q3 2023 | 12 |
WEST BANCORPORATION INC | 8 | 4 | 0.14% | 1.12% | 2.57% | Q4 2019 | Q3 2023 | 12 |
Vectors Research Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q2 2022 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.44% | 1.06% | 2.52% | Q4 2018 | Q3 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.04% | 0.04% | 0.06% | Q2 2013 | Q1 2016 | 12 |
ECLECTIC ASSOCIATES INC /ADV | 12 | 12 | 2.58% | 3.53% | 4.31% | Q4 2020 | Q3 2023 | 12 |
MCDONALD PARTNERS LLC | 12 | 12 | 0.07% | 0.10% | 0.18% | Q4 2020 | Q3 2023 | 12 |
ATTICUS WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.14% | 0.31% | Q4 2020 | Q3 2023 | 12 |
PFS INVESTMENTS INC. | 9 | 3 | 0.27% | 1.17% | 7.01% | Q4 2017 | Q2 2022 | 12 |
CERTUITY, LLC | 10 | 2 | 0.04% | 0.09% | 0.42% | Q4 2019 | Q3 2023 | 12 |
Arkadios Wealth Advisors | 12 | 12 | 0.14% | 0.19% | 0.62% | Q4 2020 | Q3 2023 | 12 |
Live Oak Private Wealth LLC | 12 | 12 | 0.13% | 0.14% | 0.16% | Q2 2020 | Q1 2023 | 12 |
Fort Sheridan Advisors LLC | 12 | 12 | 0.10% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Lumbard & Kellner, LLC | 12 | 12 | 0.17% | 0.26% | 0.38% | Q4 2020 | Q3 2023 | 12 |
HOEY INVESTMENTS, INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MADISON WEALTH MANAGEMENT | 12 | 12 | 0.12% | 0.12% | 0.13% | Q4 2020 | Q3 2023 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 12 | 12 | 0.03% | 0.13% | 0.20% | Q4 2016 | Q3 2019 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.56% | 0.66% | 0.81% | Q4 2020 | Q3 2023 | 12 |
HARRELL INVESTMENT PARTNERS, LLC | 12 | 12 | 0.10% | 0.13% | 0.17% | Q4 2020 | Q3 2023 | 12 |
MEANS INVESTMENT CO., INC. | 12 | 12 | 0.05% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
NOESIS CAPITAL MANGEMENT CORP | 11 | 1 | 0.04% | 0.29% | 0.50% | Q4 2019 | Q3 2023 | 12 |
Crewe Advisors LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 12 |
TOTAL INVESTMENT MANAGEMENT INC | 10 | 2 | 0.09% | 6.09% | 12.68% | Q3 2020 | Q3 2023 | 12 |
CITY HOLDING CO | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 3.45% | 6.11% | 7.51% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.20% | 0.34% | 0.46% | Q4 2020 | Q3 2023 | 12 |
BURNS J W & CO INC/NY | 12 | 12 | 0.11% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
BRAVE ASSET MANAGEMENT INC | 12 | 12 | 0.24% | 0.33% | 0.48% | Q4 2020 | Q3 2023 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 0.18% | 0.47% | 0.65% | Q4 2020 | Q3 2023 | 12 |
Intelligence Driven Advisers, LLC | 8 | 4 | 0.18% | 3.14% | 6.38% | Q3 2020 | Q3 2023 | 12 |
BRADLEY FOSTER & SARGENT INC/CT | 11 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 12 |
Fullen Financial Group | 12 | 12 | 4.33% | 5.44% | 6.65% | Q2 2020 | Q1 2023 | 12 |
Hudock, Inc. | 8 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 12 |
BOURGEON CAPITAL MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.04% | 0.10% | 0.23% | Q4 2020 | Q3 2023 | 12 |
FWL INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.23% | 0.26% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Safir Wealth Advisors, LLC | 12 | 12 | 5.59% | 6.48% | 7.61% | Q4 2020 | Q3 2023 | 12 |
55I, LLC | 11 | 1 | 0.09% | 0.32% | 1.57% | Q1 2019 | Q3 2022 | 12 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 12 | 12 | 1.40% | 2.55% | 4.19% | Q4 2020 | Q3 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.14% | 0.24% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Horan Securities, Inc. | 7 | 5 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q2 2023 | 12 |
Windward Private Wealth Management Inc. | 12 | 12 | 2.40% | 3.02% | 3.80% | Q4 2020 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.08% | 0.16% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.12% | 0.90% | 2.42% | Q4 2020 | Q3 2023 | 12 |
TBH Global Asset Management, LLC | 12 | 12 | 1.36% | 4.20% | 5.28% | Q4 2020 | Q3 2023 | 12 |
Holloway Wealth Management, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2022 | 12 |
Hemington Wealth Management | 12 | 12 | 7.63% | 8.64% | 9.82% | Q4 2020 | Q3 2023 | 12 |
Boston Trust Walden Corp | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2019 | 12 |
Sage Advisory Services, Ltd.Co. | 10 | 2 | 0.07% | 3.94% | 7.26% | Q1 2018 | Q3 2022 | 12 |
Falcon Wealth Planning | 12 | 12 | 9.16% | 9.83% | 10.78% | Q4 2020 | Q3 2023 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 1.72% | 2.08% | 2.47% | Q4 2020 | Q3 2023 | 12 |
Laird Norton Wetherby Trust Company, LLC | 12 | 12 | 0.07% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Financial Network Wealth Management LLC | 12 | 12 | 0.26% | 0.28% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Clean Yield Group | 12 | 12 | 0.06% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Foster Group, Inc. | 12 | 12 | 10.54% | 14.12% | 18.15% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 0.10% | 0.44% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Sightline Wealth Advisors, LLC | 12 | 12 | 0.28% | 1.10% | 5.02% | Q4 2020 | Q3 2023 | 12 |
Newton One Investments LLC | 12 | 12 | 1.83% | 2.02% | 2.43% | Q4 2020 | Q3 2023 | 12 |
TMD Wealth Management, LLC | 12 | 12 | 0.15% | 11.91% | 23.17% | Q4 2020 | Q3 2023 | 12 |
Syverson Strege & Co | 12 | 12 | 0.09% | 0.16% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.18% | 0.22% | 0.28% | Q4 2020 | Q3 2023 | 12 |
tru Independence LLC | 8 | 1 | 0.02% | 0.26% | 0.94% | Q4 2019 | Q3 2023 | 11 |
Acorn Wealth Advisors, LLC | 8 | 3 | 0.01% | 0.59% | 1.07% | Q4 2017 | Q3 2023 | 11 |
Paulson Wealth Management Inc. | 9 | 2 | 0.12% | 0.78% | 1.48% | Q4 2017 | Q1 2023 | 11 |
NEW ENGLAND ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.05% | 0.06% | Q1 2015 | Q2 2020 | 11 |
EATON VANCE MANAGEMENT | 8 | 3 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2022 | 11 |
SIMMONS FIRST TRUST CO NA | 11 | 11 | 0.64% | 1.46% | 2.07% | Q2 2013 | Q4 2015 | 11 |
IBBOTSON ASSOCIATES INC | 11 | 11 | 10.72% | 13.19% | 16.89% | Q2 2013 | Q4 2015 | 11 |
CHURCHILL MANAGEMENT Corp | 11 | 11 | 5.89% | 9.44% | 13.13% | Q1 2021 | Q3 2023 | 11 |
WESBANCO BANK INC | 11 | 11 | 0.01% | 0.05% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Aristotle Capital Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 11 |
PDS Planning, Inc | 11 | 11 | 0.04% | 0.13% | 0.21% | Q1 2021 | Q3 2023 | 11 |
MONTAG A & ASSOCIATES INC | 11 | 11 | 0.01% | 0.17% | 0.32% | Q1 2021 | Q3 2023 | 11 |
FIRST INTERSTATE BANK | 10 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 11 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 8 | 3 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2019 | 11 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 11 | 11 | 0.07% | 0.08% | 0.10% | Q1 2020 | Q3 2022 | 11 |
BINGHAM OSBORN & SCARBOROUGH LLC | 6 | 1 | 0.02% | 0.02% | 0.04% | Q3 2018 | Q3 2021 | 11 |
Quantitative Advantage, LLC | 3 | 1 | 0.10% | 5.05% | 9.60% | Q2 2013 | Q1 2023 | 11 |
HEADINVEST, LLC | 11 | 11 | 0.12% | 0.14% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Ratio Wealth Group | 9 | 2 | 2.97% | 3.48% | 4.06% | Q4 2020 | Q3 2023 | 11 |
Arlington Partners LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
COMERICA SECURITIES INC | 11 | 11 | 0.22% | 0.47% | 0.64% | Q2 2016 | Q4 2018 | 11 |
J. Goldman & Co LP | 4 | 1 | 0.01% | 0.08% | 0.19% | Q3 2019 | Q2 2023 | 11 |
Montecito Bank & Trust | 8 | 1 | 0.06% | 0.19% | 0.30% | Q1 2019 | Q4 2023 | 11 |
Apriem Advisors | 4 | 1 | 0.00% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 11 |
KENNICOTT CAPITAL MANAGEMENT LLC | 11 | 11 | 1.46% | 1.85% | 3.25% | Q1 2021 | Q3 2023 | 11 |
Advisory Services & Investments, LLC | 11 | 11 | 0.17% | 0.25% | 0.44% | Q1 2021 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.05% | 0.16% | 0.25% | Q1 2021 | Q3 2023 | 11 |
Cornerstone Wealth Advisors, Inc. | 11 | 11 | 6.87% | 7.95% | 9.38% | Q1 2021 | Q3 2023 | 11 |
Horizon Investment Services, LLC | 11 | 11 | 0.26% | 0.43% | 0.59% | Q1 2021 | Q3 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 1.11% | 1.94% | 2.45% | Q1 2021 | Q3 2023 | 11 |
Benedetti & Gucer, Inc. | 11 | 11 | 0.16% | 0.27% | 0.35% | Q1 2021 | Q3 2023 | 11 |
Canvas Wealth Advisors, LLC | 11 | 11 | 0.19% | 0.40% | 0.88% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.45% | 0.63% | 0.96% | Q1 2021 | Q3 2023 | 11 |
Rollins Financial | 8 | 3 | 0.38% | 0.59% | 0.78% | Q4 2020 | Q3 2023 | 11 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 10 | 1 | 0.00% | 6.02% | 8.86% | Q4 2020 | Q3 2023 | 11 |
Calamos Wealth Management LLC | 8 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.03% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.02% | 0.57% | 0.87% | Q1 2019 | Q3 2021 | 11 |
Sovereign Financial Group, Inc. | 11 | 11 | 0.15% | 1.60% | 3.32% | Q1 2021 | Q3 2023 | 11 |
Latitude Advisors, LLC | 11 | 11 | 0.38% | 0.91% | 4.29% | Q1 2021 | Q3 2023 | 11 |
Meristem Family Wealth, LLC | 11 | 11 | 0.13% | 0.26% | 0.41% | Q3 2019 | Q1 2022 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 2.43% | 3.05% | 3.92% | Q4 2020 | Q2 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.18% | 0.88% | 1.36% | Q4 2020 | Q3 2023 | 11 |
Cambria Investment Management, L.P. | 7 | 1 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q1 2019 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.29% | 0.74% | 1.22% | Q1 2021 | Q3 2023 | 11 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 5 | 1 | 6.56% | 9.75% | 13.72% | Q2 2020 | Q3 2023 | 11 |
MTM Investment Management, LLC | 11 | 11 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Planned Solutions, Inc. | 7 | 4 | 0.27% | 0.32% | 0.44% | Q3 2020 | Q2 2023 | 11 |
FineMark National Bank & Trust | 6 | 2 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 11 |
CATALYST PRIVATE WEALTH, LLC | 11 | 11 | 1.04% | 2.11% | 3.05% | Q2 2021 | Q4 2023 | 11 |
Mraz, Amerine & Associates, Inc. | 11 | 11 | 0.06% | 0.37% | 0.63% | Q1 2021 | Q3 2023 | 11 |
KWB Wealth | 8 | 3 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 11 |
MTC Wealth Management LLC | 11 | 11 | 12.19% | 14.11% | 28.17% | Q1 2021 | Q3 2023 | 11 |
Navalign, LLC | 11 | 11 | 0.08% | 0.21% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Gunma Bank,Ltd. | 6 | 5 | 0.78% | 1.85% | 3.96% | Q3 2020 | Q3 2023 | 11 |
Onyx Bridge Wealth Group LLC | 11 | 11 | 0.14% | 2.90% | 8.77% | Q1 2021 | Q3 2023 | 11 |
Northstar Advisory Group, LLC | 8 | 3 | 0.49% | 0.64% | 0.75% | Q4 2020 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.02% | 0.10% | Q4 2020 | Q3 2023 | 11 |
SignalPoint Asset Management, LLC | 11 | 11 | 0.22% | 0.24% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Edge Wealth Management LLC | 9 | 2 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q4 2021 | 11 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.05% | 0.29% | Q2 2010 | Q3 2023 | 11 |
WNY Asset Management, LLC | 11 | 11 | 0.31% | 0.70% | 1.05% | Q1 2021 | Q3 2023 | 11 |
Vontobel Holding Ltd. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Arbor Investment Advisors, LLC | 11 | 11 | 0.23% | 0.28% | 0.30% | Q1 2021 | Q3 2023 | 11 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 11 | 0.08% | 0.14% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Lion Street Advisors, LLC | 9 | 1 | 0.13% | 0.29% | 0.52% | Q1 2020 | Q3 2023 | 11 |
CIDEL ASSET MANAGEMENT INC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 1 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q4 2020 | 11 |
SkyOak Wealth, LLC | 11 | 11 | 0.08% | 0.11% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Graypoint LLC | 11 | 11 | 0.03% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
1900 WEALTH MANAGEMENT LLC | 7 | 4 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.27% | 0.34% | 0.45% | Q1 2014 | Q1 2017 | 11 |
PRIVATE CAPITAL MANAGEMENT LLC | 11 | 11 | 6.08% | 8.18% | 9.29% | Q1 2021 | Q3 2023 | 11 |
ROOSEVELT INVESTMENT GROUP LLC | 11 | 11 | 1.17% | 2.54% | 3.27% | Q1 2020 | Q3 2022 | 11 |
Curtis Advisory Group, LLC | 11 | 11 | 0.08% | 0.15% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Arkos Global Advisors | 11 | 11 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q2 2023 | 11 |
WESPAC Advisors SoCal, LLC | 9 | 2 | 0.00% | 0.03% | 0.11% | Q1 2016 | Q1 2019 | 11 |
Paragon Wealth Strategies, LLC | 6 | 1 | 0.06% | 2.78% | 8.85% | Q1 2019 | Q4 2023 | 11 |
Fairhaven Wealth Management, LLC | 9 | 2 | 0.15% | 0.18% | 0.21% | Q4 2020 | Q3 2023 | 11 |
Faithward Advisors, LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 11 |
SigFig Wealth Management, LLC | 11 | 11 | 0.01% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
NVWM, LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q4 2022 | 11 |
Fortis Advisors, LLC | 11 | 11 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q1 2020 | 11 |
Marietta Wealth Management, LLC | 11 | 11 | 0.07% | 0.22% | 0.84% | Q1 2021 | Q3 2023 | 11 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 10 | 1 | 0.01% | 5.47% | 10.60% | Q4 2018 | Q3 2023 | 11 |
BlueSky Wealth Advisors, LLC | 11 | 11 | 0.11% | 0.12% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Founders Capital Management | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2023 | 11 |
Ferris Capital, LLC | 10 | 1 | 0.00% | 1.19% | 11.66% | Q4 2018 | Q1 2022 | 11 |
WestHill Financial Advisors, Inc. | 9 | 2 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.91% | 1.04% | 1.15% | Q4 2017 | Q2 2020 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.58% | 1.21% | 2.50% | Q4 2018 | Q2 2021 | 11 |
Centric Wealth Management | 7 | 1 | 0.20% | 0.32% | 0.63% | Q4 2018 | Q1 2022 | 11 |
HHM Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Busey Bank | 9 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 10 |
CSM Advisors, LLC | 10 | 10 | 4.49% | 6.94% | 9.36% | Q2 2021 | Q3 2023 | 10 |
NSI Retail Advisors, LLC | 10 | 10 | 9.53% | 15.98% | 21.79% | Q2 2021 | Q3 2023 | 10 |
King Wealth Management Group | 10 | 10 | 0.05% | 0.22% | 0.56% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.08% | 0.14% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Intrua Financial, LLC | 9 | 1 | 0.05% | 0.37% | 0.50% | Q2 2020 | Q1 2023 | 10 |
Surevest, LLC | 5 | 1 | 0.01% | 0.13% | 0.44% | Q4 2018 | Q3 2022 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
VALENTINE VENTURES LLC | 9 | 1 | 0.35% | 0.41% | 0.52% | Q4 2014 | Q4 2018 | 10 |
MOTIVE WEALTH ADVISORS | 10 | 10 | 0.26% | 1.25% | 3.46% | Q2 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Northwest Capital Management Inc | 10 | 10 | 0.43% | 0.57% | 0.71% | Q2 2021 | Q3 2023 | 10 |
Diligent Investors, LLC | 10 | 10 | 0.10% | 0.30% | 0.39% | Q2 2021 | Q3 2023 | 10 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 2 | 0.04% | 0.36% | 1.50% | Q3 2013 | Q1 2018 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 1.03% | 1.43% | 3.20% | Q2 2021 | Q3 2023 | 10 |
Tri-Star Advisors Inc. | 10 | 10 | 0.20% | 0.30% | 0.47% | Q2 2020 | Q3 2022 | 10 |
Glovista Investments LLC | 5 | 1 | 0.06% | 0.36% | 1.00% | Q4 2017 | Q4 2022 | 10 |
Balentine LLC | 9 | 1 | 0.00% | 0.74% | 2.68% | Q3 2019 | Q3 2023 | 10 |
Tennessee Valley Asset Management Partners | 8 | 2 | 0.07% | 0.13% | 0.18% | Q4 2020 | Q3 2023 | 10 |
Signature Financial Management, Inc. | 10 | 10 | 0.10% | 0.16% | 0.32% | Q3 2016 | Q4 2018 | 10 |
Farmers National Bank | 6 | 2 | 0.06% | 0.11% | 0.13% | Q2 2016 | Q2 2019 | 10 |
Bedell Frazier Investment Counselling, LLC | 5 | 2 | 0.06% | 1.80% | 3.81% | Q3 2019 | Q2 2022 | 10 |
MKD WEALTH COACHES, LLC | 7 | 3 | 0.05% | 0.30% | 0.48% | Q4 2018 | Q4 2021 | 10 |
New England Investment & Retirement Group, Inc. | 5 | 1 | 2.89% | 4.44% | 6.33% | Q2 2014 | Q3 2021 | 10 |
THOMPSON SIEGEL & WALMSLEY LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 10 |
Silverleafe Capital Partners, LLC | 5 | 5 | 0.42% | 2.57% | 5.36% | Q4 2018 | Q4 2021 | 10 |
Elevated Capital Advisors, LLC | 5 | 1 | 1.19% | 1.49% | 2.04% | Q1 2019 | Q3 2023 | 10 |
Providence Capital Advisors, LLC | 7 | 1 | 0.00% | 0.08% | 0.12% | Q3 2018 | Q4 2021 | 10 |
SWMG, LLC | 6 | 4 | 0.21% | 0.83% | 1.31% | Q4 2020 | Q2 2023 | 10 |
Hill Investment Group Partners, LLC | 10 | 10 | 0.21% | 0.77% | 1.49% | Q2 2021 | Q3 2023 | 10 |
Oak Harvest Investment Services | 10 | 10 | 0.06% | 0.11% | 0.32% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
Sepio Capital, LP | 10 | 10 | 0.25% | 2.67% | 4.86% | Q2 2021 | Q3 2023 | 10 |
NORTHSTAR WEALTH PARTNERS LLC | 10 | 10 | 0.22% | 0.38% | 0.49% | Q2 2018 | Q3 2020 | 10 |
Accredited Investors Inc. | 6 | 4 | 0.02% | 0.30% | 2.79% | Q1 2021 | Q3 2023 | 10 |
VERITY Wealth Advisors | 10 | 10 | 0.41% | 0.66% | 0.77% | Q4 2020 | Q1 2023 | 10 |
Covington Capital Management | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 10 |
SFE Investment Counsel | 10 | 10 | 0.11% | 0.16% | 0.21% | Q2 2013 | Q3 2015 | 10 |
AT Bancorp | 10 | 10 | 0.04% | 0.06% | 0.07% | Q4 2016 | Q1 2019 | 10 |
Foundations Investment Advisors, LLC | 9 | 1 | 0.01% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 10 |
RNC CAPITAL MANAGEMENT LLC | 7 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 10 |
OARSMAN CAPITAL, INC. | 4 | 1 | 0.09% | 1.47% | 4.86% | Q1 2017 | Q3 2023 | 10 |
Crescent Grove Advisors, LLC | 10 | 10 | 0.04% | 0.08% | 0.15% | Q2 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.03% | 0.19% | 0.40% | Q4 2020 | Q3 2023 | 10 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 6 | 4 | 0.12% | 0.30% | 0.44% | Q2 2020 | Q3 2023 | 10 |
Johnson Midwest Financial, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.04% | 0.16% | 0.27% | Q1 2021 | Q3 2023 | 10 |
TRADITION CAPITAL MANAGEMENT LLC | 7 | 3 | 0.10% | 0.22% | 0.32% | Q2 2016 | Q1 2019 | 10 |
SYM FINANCIAL Corp | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 10 |
First Bancorp, Inc /ME/ | 9 | 1 | 0.51% | 0.82% | 1.16% | Q1 2021 | Q3 2023 | 10 |
DONALDSON CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.34% | 0.41% | 0.50% | Q1 2021 | Q3 2023 | 10 |
HighMark Wealth Management LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
PLANNING DIRECTIONS INC | 10 | 10 | 0.18% | 1.61% | 3.36% | Q2 2021 | Q3 2023 | 10 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 5 | 1 | 0.04% | 0.06% | 0.12% | Q3 2018 | Q4 2022 | 10 |
PRINCIPAL FINANCIAL GROUP INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 10 |
Colonial River Wealth Management, LLC | 8 | 2 | 0.22% | 0.38% | 0.51% | Q1 2021 | Q3 2023 | 10 |
Thrive Capital Management, LLC | 10 | 10 | 0.21% | 2.10% | 3.96% | Q2 2021 | Q3 2023 | 10 |
SVB Investment Services Inc. | 10 | 10 | 0.37% | 0.53% | 1.08% | Q4 2019 | Q1 2022 | 10 |
CAPITAL ADVISORS INC/OK | 8 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.08% | 0.68% | Q1 2018 | Q3 2023 | 10 |
FIRST NATIONAL BANK SIOUX FALLS | 10 | 10 | 0.65% | 1.38% | 1.71% | Q2 2021 | Q3 2023 | 10 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2019 | 10 |
BARINGS LLC | 9 | 1 | 0.03% | 0.53% | 1.58% | Q4 2019 | Q4 2022 | 10 |
Landmark Financial Advisors, LLC | 7 | 1 | 0.10% | 0.13% | 0.15% | Q2 2019 | Q1 2022 | 10 |
YorkBridge Wealth Partners, LLC | 8 | 2 | 0.07% | 0.08% | 0.10% | Q1 2019 | Q3 2022 | 10 |
Virtue Capital Management, LLC | 8 | 2 | 0.01% | 0.07% | 0.09% | Q4 2017 | Q3 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.11% | 0.16% | 0.20% | Q4 2015 | Q1 2018 | 10 |
GenTrust, LLC | 9 | 1 | 0.03% | 0.05% | 0.11% | Q4 2017 | Q3 2022 | 10 |
Lehman & Derafelo Financial Resources LLC | 8 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 10 |
Oxler Private Wealth LLC | 10 | 10 | 0.07% | 0.67% | 0.87% | Q4 2020 | Q1 2023 | 10 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.02% | 0.09% | 0.25% | Q4 2016 | Q3 2023 | 10 |
EMC Capital Management | 10 | 10 | 0.01% | 0.38% | 1.16% | Q2 2021 | Q3 2023 | 10 |
Tiller Private Wealth, Inc. | 10 | 10 | 0.81% | 4.44% | 5.48% | Q2 2021 | Q3 2023 | 10 |
GSB Wealth Management, LLC | 8 | 2 | 0.09% | 0.83% | 1.82% | Q1 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 1.52% | 1.91% | 2.14% | Q2 2021 | Q3 2023 | 10 |
H&H Retirement Design & Management INC | 8 | 2 | 0.29% | 2.60% | 4.47% | Q1 2020 | Q3 2023 | 10 |
ACAS, LLC | 6 | 4 | 2.59% | 3.54% | 4.52% | Q1 2021 | Q3 2023 | 10 |
PECAUT & CO. | 10 | 10 | 0.04% | 0.17% | 0.34% | Q2 2021 | Q3 2023 | 10 |
Fortress Wealth Group, LLC | 10 | 10 | 1.45% | 4.10% | 9.70% | Q2 2021 | Q3 2023 | 10 |
Ciovacco Capital Management LLC | 9 | 9 | 0.66% | 4.80% | 9.36% | Q4 2020 | Q4 2022 | 9 |
HBW ADVISORY SERVICES LLC | 9 | 9 | 0.12% | 0.20% | 0.36% | Q3 2021 | Q3 2023 | 9 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 9 | 9 | 0.08% | 0.28% | 0.39% | Q3 2021 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.19% | 0.28% | 0.41% | Q4 2019 | Q3 2023 | 9 |
Ruggie Capital Group | 6 | 1 | 0.01% | 0.03% | 0.19% | Q3 2015 | Q4 2018 | 9 |
PITTENGER & ANDERSON INC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 9 |
NorthRock Partners, LLC | 6 | 1 | 0.02% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
IBERIABANK CORP | 7 | 2 | 0.03% | 0.10% | 0.15% | Q3 2017 | Q2 2020 | 9 |
Beacon Financial Advisory LLC | 9 | 9 | 0.13% | 0.55% | 1.02% | Q3 2021 | Q3 2023 | 9 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Wealthstar Advisors, LLC | 9 | 9 | 0.06% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Van Hulzen Asset Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
American Money Management, LLC | 9 | 9 | 0.16% | 0.17% | 0.18% | Q3 2021 | Q3 2023 | 9 |
ROBINSON CAPITAL MANAGEMENT, LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Joel Isaacson & Co., LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Riverview Trust Co | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
MAGNOLIA CAPITAL ADVISORS LLC | 9 | 9 | 0.88% | 1.90% | 4.10% | Q2 2021 | Q2 2023 | 9 |
Bernicke Wealth Management, Ltd. | 9 | 9 | 0.22% | 2.33% | 3.40% | Q1 2016 | Q1 2018 | 9 |
Total Clarity Wealth Management, Inc. | 7 | 1 | 0.01% | 0.16% | 0.32% | Q4 2019 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.24% | 0.38% | 0.79% | Q3 2021 | Q3 2023 | 9 |
Stearns Financial Services Group | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2020 | 9 |
Trinity Financial Advisors LLC | 8 | 1 | 0.12% | 8.46% | 14.45% | Q4 2020 | Q3 2023 | 9 |
TOWNSQUARE CAPITAL LLC | 5 | 2 | 0.01% | 0.09% | 0.24% | Q3 2019 | Q3 2023 | 9 |
Walkner Condon Financial Advisors LLC | 6 | 3 | 0.09% | 0.15% | 0.20% | Q1 2021 | Q3 2023 | 9 |
Capital Advisors Wealth Management, LLC | 9 | 9 | 0.13% | 0.40% | 0.67% | Q3 2021 | Q3 2023 | 9 |
Stratos Investment Management, LLC | 9 | 9 | 0.06% | 0.09% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Newman & Schimel, LLC | 9 | 9 | 0.43% | 0.67% | 0.92% | Q4 2020 | Q4 2022 | 9 |
Clear Perspectives Financial Planning, LLC | 9 | 9 | 1.19% | 5.48% | 8.25% | Q1 2021 | Q1 2023 | 9 |
TCG Advisory Services, LLC | 5 | 1 | 0.05% | 0.09% | 0.20% | Q1 2021 | Q3 2023 | 9 |
Charles Schwab Investment Advisory, Inc. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 9 |
Golden State Equity Partners | 6 | 3 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 9 |
AlphaCore Capital LLC | 9 | 9 | 0.00% | 0.04% | 0.27% | Q3 2021 | Q3 2023 | 9 |
Corundum Group, Inc. | 7 | 2 | 0.20% | 0.29% | 0.49% | Q4 2016 | Q1 2019 | 9 |
Roof Eidam Maycock Peralta, LLC | 9 | 9 | 0.17% | 1.85% | 3.22% | Q3 2018 | Q3 2020 | 9 |
Stillwater Capital Advisors, LLC | 9 | 9 | 0.09% | 0.16% | 0.27% | Q3 2013 | Q3 2015 | 9 |
Kavar Capital Partners, LLC | 4 | 1 | 0.00% | 0.06% | 0.14% | Q4 2013 | Q2 2019 | 9 |
Capital Directions Investment Advisors, LLC | 7 | 2 | 0.00% | 0.31% | 0.50% | Q3 2017 | Q4 2022 | 9 |
Dentgroup LLC | 9 | 9 | 3.99% | 4.86% | 5.90% | Q4 2021 | Q4 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.20% | 0.61% | 1.28% | Q2 2013 | Q2 2015 | 9 |
Tenret Co LLC | 9 | 9 | 11.27% | 11.86% | 12.29% | Q2 2021 | Q2 2023 | 9 |
Five Oceans Advisors | 9 | 9 | 0.53% | 0.76% | 1.18% | Q3 2021 | Q3 2023 | 9 |
Dougherty Wealth Advisers LLC | 9 | 9 | 0.15% | 3.48% | 23.94% | Q3 2021 | Q3 2023 | 9 |
Delos Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.17% | 0.19% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Bromfield Sneider Wealth Advisors | 9 | 9 | 0.17% | 0.23% | 0.31% | Q4 2021 | Q4 2023 | 9 |
Rodgers Brothers Inc. | 8 | 1 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q3 2015 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.09% | 5.00% | 7.07% | Q3 2021 | Q3 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
KINGS POINT CAPITAL MANAGEMENT | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 9 |
626 Financial, LLC | 8 | 1 | 0.60% | 0.68% | 0.78% | Q1 2021 | Q3 2023 | 9 |
Poehling Capital Management, INC. | 9 | 9 | 0.19% | 0.24% | 0.29% | Q4 2017 | Q4 2019 | 9 |
Arrow Investment Advisors, LLC | 3 | 1 | 1.31% | 3.66% | 5.16% | Q2 2013 | Q4 2018 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q4 2016 | 9 |
BCM ADVISORS, LLC | 9 | 9 | 0.24% | 0.30% | 0.34% | Q4 2017 | Q4 2019 | 9 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7 | 2 | 0.01% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 9 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
GOFEN & GLOSSBERG LLC /IL/ | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Ironwood Investment Counsel, LLC | 5 | 4 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 9 |
WINTRUST INVESTMENTS LLC | 8 | 1 | 0.03% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 9 |
BANCORPSOUTH INC | 9 | 9 | 0.06% | 0.22% | 0.26% | Q3 2015 | Q3 2017 | 9 |
CIBC BANK USA | 9 | 9 | 0.04% | 0.10% | 0.13% | Q2 2013 | Q2 2015 | 9 |
HANCOCK WHITNEY CORP | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 9 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 9 | 9 | 0.15% | 0.43% | 0.97% | Q3 2021 | Q3 2023 | 9 |
LEO BROKERAGE, LLC | 5 | 2 | 0.23% | 0.47% | 1.26% | Q3 2020 | Q2 2023 | 9 |
JAMES INVESTMENT RESEARCH INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 1.54% | 1.77% | 2.09% | Q3 2021 | Q3 2023 | 9 |
VILLERE ST DENIS J & CO LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
DDD Partners, LLC | 6 | 1 | 0.07% | 0.23% | 0.55% | Q4 2017 | Q3 2023 | 9 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
BAKER BOYER NATIONAL BANK | 8 | 1 | 1.24% | 1.77% | 2.14% | Q2 2021 | Q3 2023 | 9 |
BADGLEY PHELPS & BELL INC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q2 2021 | 9 |
Occidental Asset Management, LLC | 8 | 1 | 0.06% | 0.07% | 0.16% | Q4 2016 | Q2 2023 | 9 |
Kovitz Investment Group Partners, LLC | 7 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
FFT WEALTH MANAGEMENT LLC | 9 | 9 | 6.40% | 8.26% | 9.63% | Q3 2021 | Q3 2023 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.12% | 0.45% | 0.74% | Q1 2020 | Q1 2022 | 9 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 8 | 1 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q1 2023 | 9 |
Single Point Partners, LLC | 6 | 2 | 0.19% | 0.26% | 0.37% | Q4 2020 | Q1 2023 | 8 |
Bell Bank | 6 | 2 | 0.32% | 5.34% | 21.29% | Q3 2014 | Q4 2017 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 2.22% | 2.33% | 2.46% | Q4 2021 | Q3 2023 | 8 |
ALBION FINANCIAL GROUP /UT | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BOSTON ADVISORS LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 8 |
CORNERCAP INVESTMENT COUNSEL INC | 7 | 1 | 0.04% | 0.10% | 0.13% | Q2 2013 | Q4 2016 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NORTHEAST INVESTMENT MANAGEMENT | 8 | 8 | 0.02% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 8 |
PETTYJOHN, WOOD & WHITE, INC | 7 | 1 | 0.05% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 8 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
GRIMES & COMPANY, INC. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
BBR PARTNERS, LLC | 6 | 2 | 0.05% | 0.56% | 1.56% | Q3 2018 | Q1 2023 | 8 |
Round Table Services, LLC | 7 | 1 | 0.10% | 0.25% | 0.76% | Q4 2018 | Q3 2022 | 8 |
EMORY UNIVERSITY | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q4 2013 | 8 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 7 | 1 | 0.09% | 0.30% | 0.54% | Q4 2019 | Q1 2022 | 8 |
RS CRUM INC. | 8 | 8 | 0.51% | 0.75% | 1.03% | Q4 2021 | Q3 2023 | 8 |
Crestwood Advisors Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2019 | 8 |
AEGON USA Investment Management, LLC | 8 | 8 | 2.00% | 2.28% | 3.11% | Q2 2013 | Q1 2015 | 8 |
First Allied Asset Management, Inc. | 8 | 8 | 0.12% | 0.13% | 0.14% | Q2 2013 | Q1 2015 | 8 |
BRR OpCo, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2022 | 8 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 7 | 1 | 0.00% | 0.05% | 0.06% | Q1 2014 | Q3 2023 | 8 |
JCIC Asset Management Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q2 2016 | 8 |
Price Wealth, LLC | 8 | 8 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2020 | 8 |
Rezny Wealth Management, Inc. | 7 | 1 | 0.25% | 9.44% | 12.34% | Q3 2017 | Q2 2021 | 8 |
Advance Capital Management, Inc. | 8 | 8 | 0.06% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
NewSquare Capital LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 8 |
Rather & Kittrell, Inc. | 8 | 8 | 0.16% | 0.30% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Formidable Asset Management, LLC | 7 | 1 | 0.05% | 0.10% | 0.15% | Q1 2020 | Q3 2023 | 8 |
Shoker Investment Counsel, Inc. | 4 | 4 | 0.09% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 8 |
Compass Ion Advisors, LLC | 8 | 8 | 0.11% | 0.20% | 0.61% | Q4 2021 | Q3 2023 | 8 |
FormulaFolio Investments, LLC | 5 | 1 | 0.01% | 0.11% | 0.30% | Q3 2018 | Q2 2021 | 8 |
First Personal Financial Services | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2022 | 8 |
Integrated Wealth Management | 4 | 4 | 0.05% | 0.07% | 0.12% | Q1 2015 | Q1 2017 | 8 |
Prostatis Group LLC | 5 | 3 | 0.51% | 5.11% | 12.67% | Q4 2020 | Q2 2023 | 8 |
Hayden Royal, LLC | 6 | 2 | 0.12% | 0.48% | 0.76% | Q2 2019 | Q2 2021 | 8 |
Starfire Investment Advisers, Inc. | 8 | 8 | 0.85% | 1.62% | 2.27% | Q3 2018 | Q2 2020 | 8 |
Avant Capital LLC | 8 | 8 | 4.26% | 4.66% | 4.96% | Q4 2021 | Q3 2023 | 8 |
Index Fund Advisors, Inc. | 8 | 8 | 0.09% | 0.11% | 0.21% | Q4 2021 | Q3 2023 | 8 |
HMS Capital Management, LLC | 7 | 1 | 0.00% | 0.18% | 0.32% | Q2 2019 | Q3 2023 | 8 |
Independent Advisor Alliance | 6 | 1 | 0.03% | 0.19% | 0.45% | Q1 2017 | Q3 2023 | 8 |
Conservest Capital Advisors, Inc. | 8 | 8 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.02% | 0.08% | 0.11% | Q1 2017 | Q4 2018 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.66% | 1.80% | 2.82% | Q4 2021 | Q3 2023 | 8 |
Wagner Wealth Management, LLC | 5 | 3 | 0.00% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 8 |
Ballast, Inc. | 8 | 8 | 0.15% | 0.16% | 0.17% | Q4 2021 | Q3 2023 | 8 |
All Terrain Financial Advisors, LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2017 | Q4 2019 | 8 |
Leeward Financial Partners, LLC | 8 | 8 | 1.40% | 3.48% | 5.48% | Q4 2021 | Q3 2023 | 8 |
GABLES CAPITAL MANAGEMENT INC. | 6 | 2 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q2 2023 | 8 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 8 |
B&D White Capital Company, LLC | 8 | 8 | 0.04% | 0.29% | 0.44% | Q4 2020 | Q3 2022 | 8 |
Hardy Reed LLC | 4 | 4 | 0.28% | 0.70% | 1.56% | Q1 2021 | Q3 2023 | 8 |
Grandview Asset Management LLC | 6 | 1 | 0.13% | 0.37% | 0.58% | Q1 2021 | Q3 2023 | 8 |
GYL FINANCIAL SYNERGIES, LLC | 8 | 8 | 0.02% | 0.27% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Financial Strategies Group, Inc. | 8 | 8 | 0.09% | 0.14% | 0.16% | Q4 2020 | Q3 2022 | 8 |
Realta Investment Advisors | 4 | 2 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.09% | 0.58% | 1.78% | Q4 2019 | Q3 2021 | 8 |
Banque Cantonale Vaudoise | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Blueprint Investment Partners LLC | 8 | 8 | 0.57% | 1.60% | 2.20% | Q4 2021 | Q3 2023 | 8 |
PFG Private Wealth Management, LLC | 7 | 1 | 0.00% | 8.06% | 10.50% | Q3 2021 | Q3 2023 | 8 |
Austin Private Wealth, LLC | 7 | 1 | 0.03% | 0.06% | 0.11% | Q4 2019 | Q2 2023 | 8 |
Investment Research & Advisory Group, Inc. | 6 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.16% | 0.18% | 0.23% | Q4 2019 | Q3 2021 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.24% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 8 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.18% | 0.39% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.13% | 0.19% | 0.30% | Q4 2021 | Q3 2023 | 8 |
WIPFLI FINANCIAL ADVISORS LLC, | 8 | 8 | 0.06% | 0.14% | 0.37% | Q4 2020 | Q3 2022 | 8 |
Cordant, Inc. | 6 | 1 | 0.01% | 0.14% | 0.21% | Q4 2019 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 3.06% | 9.49% | 14.39% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.06% | 0.07% | 0.07% | Q3 2020 | Q2 2022 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.01% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 0.39% | 0.55% | 0.71% | Q4 2021 | Q3 2023 | 8 |
Monterey Private Wealth, Inc. | 8 | 8 | 0.18% | 0.36% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Running Point Capital Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
PATRON PARTNERS, LLC | 8 | 8 | 0.23% | 0.31% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Allegheny Financial Group LTD | 7 | 1 | 0.08% | 0.15% | 0.19% | Q2 2021 | Q3 2023 | 8 |
Crestone Asset Management LLC | 6 | 2 | 0.24% | 0.43% | 0.89% | Q4 2015 | Q1 2020 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 8 |
Boyd Wealth Management, LLC | 8 | 8 | 2.49% | 6.74% | 11.08% | Q4 2021 | Q3 2023 | 8 |
Round Rock Advisors, LLC | 8 | 8 | 0.53% | 0.57% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 5.38% | 17.49% | 24.05% | Q4 2021 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.06% | 0.20% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Capital Group Private Client Services, Inc. | 8 | 8 | 0.00% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.54% | 2.58% | 3.64% | Q4 2021 | Q3 2023 | 8 |
TUCKER ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 1.54% | 1.71% | 1.84% | Q4 2021 | Q3 2023 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 0.28% | 0.34% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Heritage Investment Group, Inc. | 8 | 8 | 0.23% | 0.42% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 6.21% | 7.50% | 8.28% | Q4 2021 | Q3 2023 | 8 |
Activest Wealth Management | 6 | 1 | 0.22% | 0.36% | 0.45% | Q1 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 3.33% | 3.88% | 4.33% | Q3 2021 | Q3 2023 | 8 |
Holland Advisory Services, Inc. | 8 | 8 | 0.49% | 3.61% | 7.47% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 1.59% | 1.90% | 2.25% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 6.43% | 7.16% | 8.05% | Q4 2021 | Q3 2023 | 8 |
Atlantic Private Wealth, LLC | 8 | 8 | 0.17% | 0.28% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.21% | 0.27% | 0.36% | Q1 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.69% | 1.24% | 1.99% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.37% | 0.49% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.96% | 1.85% | 2.43% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.02% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Austin Asset Management Co Inc | 8 | 8 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
KEB ASSET MANAGEMENT, LLC | 8 | 8 | 0.57% | 0.77% | 1.00% | Q4 2021 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 0.72% | 0.87% | 1.02% | Q4 2021 | Q3 2023 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.80% | 1.81% | 2.25% | Q4 2021 | Q3 2023 | 8 |
DOPKINS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.27% | 0.32% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.14% | 0.26% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Wick Capital Partners, LLC | 8 | 8 | 0.14% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 7.01% | 11.67% | 16.28% | Q4 2021 | Q3 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.32% | 0.35% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Manhattan West Asset Management, LLC | 8 | 8 | 0.44% | 0.68% | 0.77% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 2.08% | 2.43% | 2.67% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.06% | 0.27% | 0.41% | Q4 2021 | Q3 2023 | 8 |
GPWM LLC | 8 | 8 | 4.78% | 5.01% | 5.29% | Q4 2021 | Q3 2023 | 8 |
Morling Financial Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Conrad Siegel Investment Advisors, Inc. | 8 | 8 | 2.24% | 4.50% | 8.73% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Financial Group, LLC / IL | 8 | 8 | 0.40% | 0.53% | 0.65% | Q4 2021 | Q3 2023 | 8 |
OLIO Financial Planning | 8 | 8 | 8.91% | 9.73% | 10.58% | Q4 2021 | Q3 2023 | 8 |
Silver Oak Advisory Group, Inc. | 8 | 8 | 0.47% | 0.50% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 12.05% | 12.51% | 13.26% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.40% | 0.44% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Shore Point Advisors, LLC | 8 | 8 | 10.33% | 11.34% | 12.27% | Q4 2021 | Q3 2023 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.08% | 1.16% | 2.35% | Q4 2021 | Q3 2023 | 8 |
BLODGETT WEALTH ADVISORS, LLC | 8 | 8 | 1.19% | 1.91% | 2.42% | Q4 2021 | Q3 2023 | 8 |
Von Berge Wealth Management Group, LLC | 8 | 8 | 6.84% | 7.62% | 8.25% | Q4 2021 | Q3 2023 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 2.52% | 5.19% | 7.35% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 2.53% | 3.96% | 4.94% | Q4 2021 | Q3 2023 | 8 |
Sandy Cove Advisors, LLC | 8 | 8 | 0.01% | 0.51% | 1.17% | Q4 2021 | Q3 2023 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 2.04% | 3.14% | 3.61% | Q4 2021 | Q3 2023 | 8 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 8 | 8 | 1.49% | 1.83% | 2.22% | Q4 2021 | Q3 2023 | 8 |
YARGER WEALTH STRATEGIES, LLC | 8 | 8 | 6.46% | 8.89% | 11.12% | Q4 2021 | Q3 2023 | 8 |
Allie Family Office LLC | 8 | 8 | 0.36% | 1.26% | 1.92% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.31% | 2.13% | 3.12% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.20% | 0.54% | 1.25% | Q4 2021 | Q3 2023 | 8 |
Insight Inv LLC | 8 | 8 | 0.33% | 0.34% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.08% | 0.17% | 0.26% | Q4 2021 | Q3 2023 | 8 |
WEALTHSPAN PARTNERS, LLC | 8 | 8 | 8.12% | 10.83% | 12.17% | Q4 2021 | Q3 2023 | 8 |
GREENUP STREET WEALTH MANAGEMENT LLC | 8 | 8 | 1.57% | 2.77% | 4.04% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.50% | 0.60% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Frontier Asset Management, LLC | 8 | 8 | 4.19% | 7.66% | 10.66% | Q4 2021 | Q3 2023 | 8 |
Chemistry Wealth Management LLC | 8 | 8 | 0.56% | 0.79% | 1.21% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.01% | 0.16% | 1.22% | Q4 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 2.00% | 2.45% | 2.97% | Q4 2021 | Q3 2023 | 8 |
Next Level Private LLC | 8 | 8 | 0.56% | 1.16% | 1.39% | Q4 2021 | Q3 2023 | 8 |
First International Bank & Trust | 8 | 8 | 0.15% | 0.16% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Unconventional Investor, LLC | 8 | 8 | 0.67% | 0.82% | 0.92% | Q4 2021 | Q3 2023 | 8 |
DRAVO BAY LLC | 8 | 8 | 3.22% | 3.53% | 3.96% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.10% | 0.15% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Axiom Advisory, LLC | 8 | 8 | 6.10% | 6.92% | 8.36% | Q4 2021 | Q3 2023 | 8 |
Red Tortoise LLC | 4 | 4 | 1.91% | 2.78% | 3.31% | Q3 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.80% | 1.18% | 1.34% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.08% | 0.26% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.07% | 0.12% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Forbes Financial Planning, Inc. | 8 | 8 | 0.25% | 3.74% | 5.61% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.01% | 0.03% | 0.14% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.21% | 0.25% | 0.27% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 2.55% | 6.07% | 9.59% | Q4 2021 | Q3 2023 | 8 |
Autumn Glory Partners, LLC | 8 | 8 | 0.29% | 1.34% | 2.15% | Q4 2021 | Q3 2023 | 8 |
Family CFO Inc | 8 | 8 | 2.64% | 3.29% | 4.46% | Q4 2021 | Q3 2023 | 8 |
BetterWealth, LLC | 8 | 8 | 0.14% | 0.20% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 1.09% | 1.30% | 1.45% | Q4 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.85% | 1.15% | 2.14% | Q4 2021 | Q3 2023 | 8 |
apricus wealth, LLC | 8 | 8 | 0.50% | 0.57% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.09% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 0.80% | 1.50% | 2.62% | Q4 2021 | Q3 2023 | 8 |
Leo H. Evart, Inc. | 8 | 8 | 3.10% | 3.82% | 4.32% | Q4 2021 | Q3 2023 | 8 |
MAYPORT, LLC | 8 | 8 | 1.10% | 1.97% | 2.37% | Q4 2021 | Q3 2023 | 8 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 8 | 8 | 1.57% | 1.91% | 2.11% | Q4 2021 | Q3 2023 | 8 |
TRIAD FINANCIAL ADVISORS, INC. | 8 | 8 | 0.11% | 0.21% | 0.35% | Q4 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.18% | 1.94% | 9.76% | Q4 2021 | Q3 2023 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 0.42% | 0.66% | 0.94% | Q4 2021 | Q3 2023 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 12.80% | 13.57% | 14.59% | Q4 2021 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.56% | 0.85% | 1.03% | Q4 2021 | Q3 2023 | 8 |
SUTTON PLACE INVESTORS LLC | 8 | 8 | 1.17% | 1.30% | 1.42% | Q4 2021 | Q3 2023 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.12% | 1.05% | 2.24% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 2.38% | 2.69% | 2.98% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 1.66% | 2.09% | 2.35% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 2.35% | 10.78% | 14.36% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.25% | 0.37% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Rockwood Wealth Management, LLC | 8 | 8 | 0.09% | 0.23% | 0.42% | Q4 2021 | Q3 2023 | 8 |
CJM Wealth Advisers, Ltd. | 8 | 8 | 2.99% | 7.78% | 11.28% | Q4 2021 | Q3 2023 | 8 |
FINANCIAL ADVISORY PARTNERS, LLC | 8 | 8 | 2.67% | 3.74% | 4.09% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.06% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Morton Capital Management LLC/CA | 8 | 8 | 0.08% | 0.10% | 0.17% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WEST PACES ADVISORS INC. | 6 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 8 |
MCRAE CAPITAL MANAGEMENT INC | 7 | 1 | 0.06% | 0.08% | 0.09% | Q1 2017 | Q3 2023 | 8 |
APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 8 | 8 | 4.92% | 5.69% | 6.58% | Q4 2015 | Q3 2017 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.50% | 0.56% | 0.64% | Q2 2013 | Q1 2015 | 8 |
CONTINENTAL INVESTORS SERVICES, INC. | 8 | 8 | 0.88% | 1.00% | 1.11% | Q4 2021 | Q3 2023 | 8 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
Ledge Wealth Management, Inc. | 7 | 7 | 8.14% | 10.54% | 13.12% | Q1 2022 | Q3 2023 | 7 |
Jackson Creek Investment Advisors LLC | 7 | 7 | 0.08% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2017 | 7 |
Alpha Omega Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 10.57% | 11.24% | 11.91% | Q4 2021 | Q3 2023 | 7 |
Bernardo Wealth Planning LLC | 5 | 2 | 0.10% | 0.24% | 0.43% | Q4 2021 | Q3 2023 | 7 |
L. Roy Papp & Associates, LLP | 7 | 7 | 0.03% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.39% | 0.42% | 0.49% | Q2 2020 | Q4 2021 | 7 |
Vista Private Wealth Partners. LLC | 7 | 7 | 2.54% | 2.89% | 3.19% | Q1 2022 | Q3 2023 | 7 |
Huntington Steele LLC | 7 | 7 | 0.36% | 0.37% | 0.39% | Q2 2013 | Q4 2014 | 7 |
Modus Advisors, LLC | 7 | 7 | 0.18% | 0.19% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 1.27% | 1.34% | 1.42% | Q1 2022 | Q3 2023 | 7 |
SPINNAKER TRUST | 6 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.43% | 5.34% | 9.16% | Q1 2022 | Q3 2023 | 7 |
Provident Wealth Management, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.36% | 0.42% | 0.55% | Q1 2022 | Q3 2023 | 7 |
WEST CHESTER CAPITAL ADVISORS, INC | 6 | 1 | 0.39% | 1.90% | 4.66% | Q2 2021 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.76% | 0.84% | 0.93% | Q1 2022 | Q3 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2021 | 7 |
PYA Waltman Capital, LLC | 4 | 3 | 0.05% | 0.11% | 0.26% | Q3 2020 | Q3 2022 | 7 |
Employees' Retirement Fund of the City of Fort Worth | 7 | 7 | 28.05% | 28.75% | 30.57% | Q1 2022 | Q3 2023 | 7 |
Seelaus Asset Management LLC | 7 | 7 | 0.20% | 0.27% | 0.37% | Q1 2022 | Q3 2023 | 7 |
EVERMAY WEALTH MANAGEMENT LLC | 7 | 7 | 0.32% | 0.35% | 0.44% | Q1 2022 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.96% | 1.28% | 1.86% | Q1 2022 | Q3 2023 | 7 |
Spotlight Asset Group, Inc. | 3 | 1 | 0.08% | 0.15% | 0.23% | Q1 2021 | Q3 2023 | 7 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 7 |
Gerstein Fisher | 7 | 7 | 0.19% | 0.33% | 0.47% | Q1 2015 | Q3 2016 | 7 |
NOVARE CAPITAL MANAGEMENT LLC | 7 | 7 | 0.26% | 0.27% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Ferguson Shapiro LLC | 6 | 1 | 2.84% | 6.21% | 7.74% | Q4 2019 | Q2 2022 | 7 |
Investors Financial Group, LLC | 7 | 7 | 0.16% | 0.33% | 0.47% | Q2 2020 | Q4 2021 | 7 |
Warwick Investment Management, Inc. | 4 | 3 | 0.22% | 1.67% | 2.21% | Q4 2021 | Q3 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.10% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
SHAYNE & JACOBS, LLC | 7 | 7 | 0.14% | 0.15% | 0.15% | Q2 2021 | Q4 2022 | 7 |
US FINANCIAL ADVISORS, LLC | 4 | 3 | 0.03% | 0.70% | 1.76% | Q3 2015 | Q2 2021 | 7 |
OPUS INVESTMENT MANAGEMENT INC | 7 | 7 | 2.59% | 5.63% | 7.29% | Q2 2013 | Q4 2014 | 7 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2021 | 7 |
Overbrook Management Corp | 7 | 7 | 0.06% | 0.16% | 0.21% | Q4 2021 | Q2 2023 | 7 |
Geneva Advisors, LLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 0.77% | 1.14% | 1.64% | Q1 2022 | Q3 2023 | 7 |
Compagnie Lombard Odier SCmA | 2 | 1 | 0.00% | 0.02% | 0.09% | Q2 2017 | Q1 2023 | 7 |
First Capital Advisors Group, LLC. | 4 | 1 | 0.04% | 0.62% | 2.16% | Q4 2016 | Q2 2023 | 7 |
Intelligent Financial Strategies | 7 | 7 | 0.05% | 0.24% | 0.68% | Q1 2022 | Q3 2023 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 3.06% | 3.67% | 4.16% | Q4 2021 | Q2 2023 | 7 |
Wolff Financial Management LLC | 6 | 1 | 0.25% | 0.33% | 0.38% | Q4 2021 | Q3 2023 | 7 |
Waypoint Capital Advisors, LLC | 7 | 7 | 0.14% | 1.96% | 3.16% | Q1 2022 | Q3 2023 | 7 |
ADIRONDACK TRUST CO | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Safeguard Financial, LLC | 7 | 7 | 20.16% | 24.42% | 25.87% | Q1 2022 | Q3 2023 | 7 |
Virginia National Bank | 7 | 7 | 1.16% | 2.01% | 4.22% | Q1 2022 | Q3 2023 | 7 |
RVW Wealth, LLC | 7 | 7 | 0.03% | 0.09% | 0.25% | Q2 2022 | Q4 2023 | 7 |
Copperwynd Financial, LLC | 7 | 7 | 0.10% | 2.60% | 6.33% | Q1 2022 | Q3 2023 | 7 |
Willis Johnson & Associates, Inc. | 7 | 7 | 0.21% | 0.94% | 1.46% | Q1 2022 | Q3 2023 | 7 |
PERRITT CAPITAL MANAGEMENT INC | 5 | 2 | 0.08% | 0.51% | 0.87% | Q2 2019 | Q3 2023 | 7 |
PRIVATE MANAGEMENT GROUP INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 2 | 1 | 0.19% | 0.34% | 0.85% | Q3 2018 | Q3 2023 | 7 |
WESCAP Management Group, Inc. | 7 | 7 | 0.41% | 0.78% | 1.12% | Q1 2022 | Q3 2023 | 7 |
Legacy Capital Wealth Partners, LLC | 7 | 7 | 0.17% | 3.68% | 5.05% | Q1 2022 | Q3 2023 | 7 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 1 | 0.01% | 0.05% | 0.11% | Q1 2013 | Q4 2015 | 7 |
Apeiron RIA LLC | 4 | 3 | 0.24% | 0.44% | 0.59% | Q4 2021 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q4 2014 | 7 |
Narus Financial Partners, LLC | 7 | 7 | 0.19% | 1.47% | 2.02% | Q1 2022 | Q3 2023 | 7 |
HALL CAPITAL MANAGEMENT CO INC | 7 | 7 | 0.14% | 0.27% | 0.32% | Q1 2022 | Q3 2023 | 7 |
THEORY FINANCIAL LLC | 4 | 3 | 2.16% | 2.36% | 2.51% | Q4 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.03% | 0.08% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Bellecapital International Ltd. | 7 | 7 | 0.22% | 0.23% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Investments & Financial Planning, LLC | 4 | 3 | 1.22% | 1.38% | 1.57% | Q4 2021 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.15% | 0.21% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q2 2021 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.61% | 0.89% | 1.52% | Q1 2022 | Q3 2023 | 7 |
Integrity Financial Corp /WA | 7 | 7 | 0.00% | 0.06% | 0.12% | Q1 2022 | Q3 2023 | 7 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.08% | 0.17% | Q2 2019 | Q4 2020 | 7 |
COBIZ WEALTH, LLC | 6 | 1 | 0.04% | 0.04% | 0.05% | Q2 2017 | Q2 2019 | 7 |
GoalVest Advisory LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 7 |
LIBRA WEALTH LLC | 6 | 1 | 0.14% | 4.00% | 23.75% | Q4 2021 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.31% | 0.40% | 0.84% | Q3 2019 | Q1 2021 | 7 |
STONNINGTON GROUP, LLC | 7 | 7 | 0.07% | 0.17% | 0.24% | Q3 2021 | Q1 2023 | 7 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 7 | 7 | 0.06% | 0.64% | 0.97% | Q1 2022 | Q3 2023 | 7 |
CAMBIAR INVESTORS LLC | 4 | 1 | 0.02% | 0.09% | 0.27% | Q4 2018 | Q1 2023 | 7 |
Greenfield Savings Bank | 7 | 7 | 0.20% | 0.22% | 0.23% | Q2 2022 | Q4 2023 | 7 |
ADVISOR PARTNERS LLC | 7 | 7 | 0.12% | 0.14% | 0.16% | Q4 2020 | Q2 2022 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q4 2015 | 7 |
Angeles Investment Advisors, LLC | 5 | 1 | 0.24% | 13.77% | 39.00% | Q2 2019 | Q3 2023 | 7 |
Highland Private Wealth Management | 4 | 1 | 0.03% | 0.08% | 0.21% | Q1 2018 | Q3 2022 | 7 |
WESPAC Advisors, LLC | 5 | 1 | 0.41% | 1.11% | 2.40% | Q2 2020 | Q3 2023 | 7 |
Greystone Financial Group, LLC | 7 | 7 | 0.06% | 0.58% | 0.82% | Q1 2022 | Q3 2023 | 7 |
Foresight Wealth Management, LLC | 7 | 7 | 0.30% | 1.35% | 3.80% | Q4 2018 | Q2 2020 | 7 |
Sandbox Financial Partners, LLC | 7 | 7 | 3.42% | 4.08% | 4.66% | Q1 2022 | Q3 2023 | 7 |
Verity Asset Management, Inc. | 4 | 1 | 0.12% | 1.45% | 4.22% | Q1 2021 | Q3 2023 | 7 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Aberdeen Wealth Management LLC | 5 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q1 2023 | 7 |
Argentus Capital Management, LLC | 7 | 7 | 0.19% | 0.91% | 1.87% | Q1 2015 | Q3 2016 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.13% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 7 |
Sageworth Trust Co of South Dakota | 7 | 7 | 4.43% | 5.00% | 5.76% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.20% | 0.38% | 0.48% | Q2 2013 | Q4 2014 | 7 |
True Link Financial Advisors, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q2 2022 | 7 |
VAN DEN BERG MANAGEMENT I, INC | 4 | 3 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 7 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.00% | 0.26% | 0.69% | Q2 2018 | Q4 2022 | 7 |
GIRARD SECURITIES, INC. | 7 | 7 | 0.24% | 0.40% | 0.49% | Q4 2015 | Q2 2017 | 7 |
MBB PUBLIC MARKETS I LLC | 7 | 7 | 2.48% | 4.30% | 6.67% | Q1 2022 | Q3 2023 | 7 |
Peterson Wealth Services | 7 | 7 | 1.27% | 1.74% | 2.19% | Q4 2021 | Q2 2023 | 7 |
Vivaldi Capital Management LP | 7 | 7 | 0.46% | 0.67% | 0.95% | Q1 2022 | Q3 2023 | 7 |
Moser Wealth Advisors, LLC | 5 | 2 | 0.04% | 0.94% | 1.57% | Q4 2021 | Q3 2023 | 7 |
Hoover Financial Advisors, Inc. | 7 | 7 | 0.05% | 0.10% | 0.19% | Q4 2019 | Q2 2021 | 7 |
MADDEN SECURITIES Corp | 3 | 1 | 0.09% | 0.29% | 0.72% | Q4 2019 | Q4 2022 | 7 |
Kaydan Wealth Management, Inc. | 5 | 2 | 0.90% | 5.46% | 15.04% | Q4 2021 | Q3 2023 | 7 |
SC&H Financial Advisors, Inc. | 7 | 7 | 0.20% | 0.32% | 0.52% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
TrinityPoint Wealth, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q4 2016 | Q2 2018 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.29% | 0.37% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Vantage Financial Partners, LLC | 7 | 7 | 0.08% | 0.12% | 0.15% | Q4 2021 | Q2 2023 | 7 |
Physician Wealth Advisors, Inc. | 7 | 7 | 0.37% | 0.43% | 0.47% | Q1 2022 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q1 2021 | 7 |
FSM Wealth Advisors, LLC | 6 | 6 | 0.15% | 0.18% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Blume Capital Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q2 2022 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.15% | 0.34% | 0.64% | Q2 2013 | Q3 2014 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
First Long Island Investors, LLC | 6 | 6 | 0.03% | 0.04% | 0.09% | Q3 2018 | Q4 2019 | 6 |
STEWART & PATTEN CO LLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Trust Co of Kansas | 5 | 1 | 0.44% | 1.59% | 2.81% | Q1 2020 | Q1 2022 | 6 |
Fountainhead AM, LLC | 6 | 6 | 0.35% | 1.07% | 1.55% | Q2 2022 | Q3 2023 | 6 |
BigSur Wealth Management LLC | 4 | 2 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 6 |
SFMG, LLC | 4 | 1 | 0.04% | 0.09% | 0.13% | Q4 2013 | Q3 2023 | 6 |
VANTAGEPOINT INVESTMENT ADVISERS LLC | 6 | 6 | 0.78% | 1.59% | 4.44% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.18% | 0.19% | 0.20% | Q2 2013 | Q3 2014 | 6 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.17% | 0.66% | Q4 2019 | Q1 2023 | 6 |
QUATTRO FINANCIAL ADVISORS LLC | 5 | 1 | 1.36% | 2.66% | 8.22% | Q4 2020 | Q4 2022 | 6 |
Pinnacle Wealth Management Group, Inc. | 6 | 6 | 0.22% | 0.25% | 0.26% | Q4 2021 | Q1 2023 | 6 |
Rain Capital Management, LLC | 6 | 6 | 0.76% | 4.52% | 8.59% | Q2 2022 | Q3 2023 | 6 |
Rede Wealth, LLC | 6 | 6 | 0.38% | 1.26% | 1.80% | Q2 2022 | Q3 2023 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.11% | 0.12% | 0.14% | Q3 2021 | Q4 2022 | 6 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 4 | 1 | 0.24% | 0.41% | 0.86% | Q4 2020 | Q4 2022 | 6 |
Cornerstone Advisors, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2020 | 6 |
Colonial Trust Advisors | 5 | 1 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 6 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.23% | 0.58% | Q4 2014 | Q4 2019 | 6 |
BANQUE PICTET & CIE SA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
BANK HAPOALIM BM | 5 | 1 | 0.02% | 0.34% | 1.94% | Q1 2021 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.04% | 0.13% | Q2 2021 | Q4 2022 | 6 |
Allegis Investment Advisors, LLC | 5 | 1 | 0.08% | 1.62% | 4.50% | Q4 2015 | Q1 2018 | 6 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 6 | 6 | 0.13% | 0.34% | 0.52% | Q2 2022 | Q3 2023 | 6 |
CM WEALTH ADVISORS LLC | 6 | 6 | 0.08% | 0.18% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Core Wealth Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Clarkston Capital Partners, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q3 2021 | 6 |
Wealth & Pension Services Group, Inc. | 6 | 6 | 2.56% | 2.95% | 3.26% | Q2 2018 | Q3 2019 | 6 |
Advisor Resource Council | 5 | 1 | 0.06% | 0.21% | 0.39% | Q2 2021 | Q1 2023 | 6 |
BKA Wealth Consulting, Inc. | 6 | 6 | 0.38% | 0.49% | 0.53% | Q2 2022 | Q3 2023 | 6 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
DELTA ASSET MANAGEMENT LLC/TN | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 6 |
EdgeRock Capital LLC | 6 | 6 | 4.16% | 6.13% | 8.79% | Q2 2022 | Q3 2023 | 6 |
GUYASUTA INVESTMENT ADVISORS INC | 6 | 6 | 0.04% | 0.06% | 0.10% | Q2 2017 | Q3 2018 | 6 |
ML & R WEALTH MANAGEMENT LLC | 6 | 6 | 0.05% | 0.08% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Morton Brown Family Wealth, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
BOYS ARNOLD & CO INC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q1 2020 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.53% | 0.76% | 1.31% | Q4 2021 | Q3 2023 | 6 |
Gould Capital, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Obsidian Personal Planning Solutions LLC | 6 | 6 | 8.98% | 12.69% | 14.26% | Q2 2022 | Q3 2023 | 6 |
CAPSTONE INVESTMENT ADVISORS, LLC | 4 | 2 | 0.01% | 0.19% | 0.44% | Q3 2020 | Q1 2023 | 6 |
New Perspectives, Inc | 5 | 1 | 0.16% | 0.17% | 0.19% | Q2 2021 | Q4 2022 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 6 |
Mangham Associates,LLC | 6 | 6 | 10.50% | 13.27% | 16.80% | Q2 2022 | Q3 2023 | 6 |
Cypress Capital Management LLC (WY) | 6 | 6 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q4 2021 | 6 |
Karpus Management, Inc. | 4 | 2 | 0.50% | 0.87% | 1.12% | Q4 2017 | Q4 2022 | 6 |
Human Investing LLC | 4 | 1 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q2 2022 | 6 |
SECURITY NATIONAL TRUST CO | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2019 | 6 |
Quadrant Private Wealth Management, LLC | 3 | 1 | 0.07% | 0.12% | 0.19% | Q2 2019 | Q2 2023 | 6 |
Triumph Capital Management | 6 | 6 | 0.47% | 0.63% | 0.87% | Q2 2021 | Q3 2022 | 6 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 6 |
Elo Mutual Pension Insurance Co | 6 | 6 | 0.22% | 2.63% | 4.34% | Q2 2019 | Q3 2020 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q1 2021 | 6 |
BRIDGES INVESTMENT MANAGEMENT INC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 6 |
Lansing Street Advisors | 6 | 6 | 0.06% | 0.28% | 1.31% | Q1 2022 | Q2 2023 | 6 |
Gibson Capital, LLC | 4 | 2 | 0.26% | 0.35% | 0.51% | Q1 2015 | Q4 2019 | 6 |
Americana Partners, LLC | 4 | 1 | 0.27% | 0.57% | 1.21% | Q4 2019 | Q3 2023 | 6 |
Ashford Advisors, LLC | 6 | 6 | 2.75% | 5.76% | 6.91% | Q2 2022 | Q3 2023 | 6 |
Farmers & Merchants Trust Co of Long Beach | 6 | 6 | 0.20% | 0.21% | 0.23% | Q1 2022 | Q2 2023 | 6 |
MayTech Global Investments, LLC | 6 | 6 | 0.06% | 0.44% | 0.86% | Q4 2019 | Q1 2021 | 6 |
Beaumont Asset Management, L.L.C. | 6 | 6 | 5.10% | 5.75% | 6.26% | Q2 2022 | Q3 2023 | 6 |
BOSTON FINANCIAL MANGEMENT LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 6 |
CEERA INVESTMENTS, LLC | 4 | 2 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q2 2023 | 6 |
CNB Bank | 5 | 1 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q3 2021 | 6 |
CANANDAIGUA NATIONAL CORP | 6 | 6 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
OPTIMUM INVESTMENT ADVISORS | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 6 |
ANGELES WEALTH MANAGEMENT, LLC | 6 | 6 | 3.98% | 5.00% | 6.76% | Q2 2022 | Q3 2023 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Biltmore Capital Advisors LLC | 4 | 1 | 0.06% | 1.35% | 4.00% | Q4 2018 | Q3 2021 | 6 |
Greenspring Advisors, LLC | 6 | 6 | 0.21% | 0.31% | 0.39% | Q4 2021 | Q1 2023 | 6 |
5th Street Advisors, LLC | 6 | 6 | 3.99% | 5.73% | 6.95% | Q2 2022 | Q3 2023 | 6 |
Trail Ridge Investment Advisors, LLC | 6 | 6 | 0.22% | 0.49% | 0.58% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Piscataqua Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
WINTON GROUP Ltd | 4 | 2 | 0.03% | 0.53% | 0.83% | Q1 2021 | Q4 2022 | 6 |
Drake & Associates, LLC | 6 | 6 | 0.17% | 0.19% | 0.22% | Q2 2022 | Q3 2023 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.18% | 0.22% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Capital Investment Counsel, Inc | 3 | 1 | 0.02% | 0.06% | 0.12% | Q3 2018 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.16% | 0.17% | 0.19% | Q2 2022 | Q3 2023 | 6 |
CANADA PENSION PLAN INVESTMENT BOARD | 6 | 6 | 0.08% | 0.10% | 0.12% | Q1 2021 | Q2 2022 | 6 |
Riggs Asset Managment Co. Inc. | 6 | 6 | 0.01% | 0.55% | 0.90% | Q1 2022 | Q2 2023 | 6 |
MACKAY SHIELDS LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q4 2021 | 6 |
DOHJ, LLC | 5 | 1 | 0.24% | 0.36% | 0.73% | Q4 2020 | Q2 2022 | 6 |
Highland Financial Advisors, LLC | 6 | 6 | 0.23% | 0.48% | 1.58% | Q2 2022 | Q3 2023 | 6 |
Ensign Peak Advisors, Inc | 3 | 3 | 0.03% | 0.03% | 0.05% | Q4 2021 | Q2 2023 | 6 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 6 | 6 | 0.39% | 5.48% | 9.40% | Q4 2020 | Q1 2022 | 6 |
GRAND WEALTH MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 6 |
Altus Wealth Management, LLC | 6 | 6 | 7.32% | 8.04% | 8.84% | Q2 2022 | Q3 2023 | 6 |
Bowman & Co S.C. | 6 | 6 | 1.16% | 7.55% | 11.84% | Q2 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Paladin Advisory Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
InTrack Investment Management Inc | 6 | 6 | 0.24% | 0.50% | 0.80% | Q2 2022 | Q3 2023 | 6 |
Bares Capital Management | 6 | 6 | 0.06% | 0.08% | 0.12% | Q1 2013 | Q2 2014 | 6 |
Stonebridge Financial Planning Group, LLC | 5 | 1 | 0.00% | 0.22% | 0.30% | Q4 2020 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
EFG Asset Management (Americas) Corp. | 6 | 6 | 0.14% | 0.19% | 0.21% | Q2 2022 | Q3 2023 | 6 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 6 |
GM Advisory Group, LLC | 4 | 2 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 6 |
Field & Main Bank | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
KING LUTHER CAPITAL MANAGEMENT CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2022 | 6 |
TELEMUS CAPITAL, LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 6 |
Verus Financial Partners, Inc. | 5 | 1 | 0.07% | 0.17% | 0.66% | Q3 2020 | Q3 2023 | 6 |
GODSEY & GIBB, INC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q3 2023 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 5 | 5 | 0.03% | 0.09% | 0.15% | Q3 2022 | Q3 2023 | 5 |
HILLTOP WEALTH ADVISORS, LLC | 5 | 5 | 0.23% | 0.31% | 0.36% | Q3 2022 | Q3 2023 | 5 |
DGS Capital Management, LLC | 5 | 5 | 0.16% | 0.19% | 0.24% | Q1 2022 | Q1 2023 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.02% | 0.09% | Q4 2021 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.08% | 0.19% | 0.28% | Q4 2021 | Q4 2022 | 5 |
PHILADELPHIA TRUST CO | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
VANCE WEALTH, INC. | 5 | 5 | 0.24% | 0.47% | 0.81% | Q4 2021 | Q4 2022 | 5 |
Steward Financial Group LLC | 3 | 2 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 5 |
Transparent Wealth Partners LLC | 4 | 1 | 0.58% | 0.65% | 0.69% | Q4 2021 | Q1 2023 | 5 |
Bryant Woods Investment Advisors, LLC | 5 | 5 | 0.27% | 0.29% | 0.32% | Q3 2022 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.65% | 0.96% | 1.34% | Q1 2010 | Q3 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.07% | 0.16% | 0.26% | Q4 2018 | Q4 2019 | 5 |
HighTower Trust Company, N.A. | 3 | 2 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q1 2023 | 5 |
SHUFRO ROSE & CO LLC | 5 | 5 | 0.02% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
TCWP LLC | 3 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 5 |
Prosperity Consulting Group, LLC | 5 | 5 | 0.50% | 0.69% | 0.93% | Q3 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.04% | 0.08% | 0.12% | Q4 2016 | Q4 2017 | 5 |
Missouri Trust & Investment Co | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 2.15% | 2.28% | 2.39% | Q3 2022 | Q3 2023 | 5 |
Archvest Wealth Advisors, Inc. | 5 | 5 | 0.22% | 0.37% | 0.53% | Q3 2022 | Q3 2023 | 5 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 5 |
Kathleen S. Wright Associates Inc. | 5 | 5 | 0.29% | 0.38% | 0.43% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q4 2022 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.24% | 0.60% | 1.58% | Q4 2021 | Q4 2022 | 5 |
True North Advisors, LLC | 4 | 1 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q2 2023 | 5 |
Investors Research Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
KWMG, LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2023 | 5 |
Red Spruce Capital, LLC | 5 | 5 | 0.19% | 0.33% | 0.38% | Q2 2022 | Q2 2023 | 5 |
Rice Partnership, LLC | 2 | 1 | 0.00% | 0.02% | 0.10% | Q3 2019 | Q3 2023 | 5 |
Paragon Advisors, LLC | 5 | 5 | 0.45% | 0.59% | 0.68% | Q3 2022 | Q3 2023 | 5 |
Industrial Alliance Investment Management Inc. | 5 | 5 | 0.97% | 1.03% | 1.08% | Q1 2022 | Q1 2023 | 5 |
XML Financial, LLC | 5 | 5 | 0.09% | 0.21% | 0.34% | Q3 2022 | Q3 2023 | 5 |
Strategic Capital Alternatives LLC | 3 | 1 | 0.04% | 2.01% | 5.95% | Q3 2014 | Q1 2016 | 5 |
EXANE DERIVATIVES | 4 | 1 | 0.02% | 0.15% | 0.24% | Q4 2020 | Q1 2022 | 5 |
SONATA CAPITAL GROUP INC | 4 | 1 | 0.13% | 0.14% | 0.16% | Q3 2018 | Q4 2019 | 5 |
STARR INTERNATIONAL CO INC | 5 | 5 | 6.84% | 8.31% | 10.21% | Q1 2019 | Q1 2020 | 5 |
Secure Asset Management, LLC | 4 | 1 | 0.08% | 0.19% | 0.34% | Q2 2021 | Q3 2023 | 5 |
Cascadia Advisory Services, LLC | 2 | 1 | 0.05% | 0.10% | 0.16% | Q4 2019 | Q3 2021 | 5 |
IBEX WEALTH ADVISORS | 4 | 1 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q4 2022 | 5 |
MJP ASSOCIATES INC /ADV | 5 | 5 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q1 2023 | 5 |
RE Dickinson Investment Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 5 |
FIRST FINANCIAL CORP /IN/ | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 5 |
Future Financial Wealth Managment LLC | 3 | 2 | 0.01% | 1.68% | 3.40% | Q4 2021 | Q3 2023 | 5 |
Bridgewater Advisors Inc. | 5 | 5 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q2 2022 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.08% | 0.19% | 0.40% | Q2 2013 | Q2 2021 | 5 |
JSF Financial, LLC | 3 | 2 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q2 2023 | 5 |
Almanack Investment Partners, LLC. | 4 | 1 | 0.04% | 0.12% | 0.19% | Q4 2020 | Q1 2022 | 5 |
PITCAIRN CO | 4 | 1 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q4 2019 | 5 |
Element Wealth, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 5 |
LOOMIS SAYLES & CO L P | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2022 | 5 |
VIVID FINANCIAL MANAGEMENT, INC. | 5 | 5 | 0.10% | 0.26% | 0.52% | Q4 2020 | Q4 2021 | 5 |
Penserra Capital Management LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q2 2022 | 5 |
NWK Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
BERRY GROUP, LLC | 5 | 5 | 2.62% | 3.92% | 5.91% | Q4 2019 | Q4 2020 | 5 |
FOUNDERS BANK & TRUST | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Capital Wealth Alliance, LLC | 5 | 5 | 0.41% | 0.68% | 0.91% | Q4 2021 | Q4 2022 | 5 |
HC Advisors, LLC | 5 | 5 | 0.31% | 0.38% | 0.41% | Q3 2022 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
9258 Wealth Management, LLC | 4 | 1 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 5 |
Personal Wealth Partners | 4 | 1 | 0.01% | 0.13% | 0.18% | Q1 2019 | Q1 2022 | 5 |
RPg Family Wealth Advisory, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q2 2017 | 5 |
Russell Investments Group, Ltd. | 5 | 5 | 0.00% | 0.02% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Peak Financial Management, Inc. | 5 | 5 | 0.16% | 0.20% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
Alley Co LLC | 5 | 5 | 0.37% | 0.38% | 0.39% | Q2 2013 | Q2 2014 | 5 |
Auxano Advisors, LLC | 5 | 5 | 1.30% | 1.35% | 1.49% | Q3 2022 | Q3 2023 | 5 |
Court Place Advisors, LLC | 5 | 5 | 0.09% | 0.12% | 0.14% | Q4 2016 | Q4 2017 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Jentner Corp | 4 | 1 | 0.15% | 0.33% | 0.56% | Q1 2019 | Q4 2022 | 5 |
Ascent Wealth Partners, LLC | 5 | 5 | 1.27% | 1.63% | 2.14% | Q3 2022 | Q3 2023 | 5 |
Portfolio Solutions, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Family Management Corp | 5 | 5 | 0.09% | 0.22% | 0.68% | Q3 2022 | Q3 2023 | 5 |
Moloney Securities Asset Management, LLC | 4 | 1 | 0.06% | 0.22% | 0.55% | Q1 2021 | Q3 2023 | 5 |
Wealth Advisory Solutions, LLC | 4 | 1 | 0.10% | 0.52% | 0.67% | Q1 2020 | Q2 2023 | 5 |
AMP Capital Investors Ltd | 5 | 5 | 0.10% | 0.19% | 0.28% | Q4 2016 | Q4 2017 | 5 |
DCM Advisors, LLC | 5 | 5 | 0.14% | 0.15% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Brown Miller Wealth Management, LLC | 5 | 5 | 0.38% | 0.40% | 0.44% | Q3 2022 | Q3 2023 | 5 |
KLS Professional Advisors Group, LLC | 5 | 5 | 0.02% | 0.06% | 0.09% | Q2 2018 | Q2 2019 | 5 |
Lake Hills Wealth Management, LLC | 3 | 2 | 0.41% | 2.16% | 4.00% | Q4 2021 | Q3 2023 | 5 |
Diversified, LLC | 5 | 5 | 0.16% | 0.30% | 0.41% | Q3 2022 | Q3 2023 | 5 |
Aureus Asset Management, LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2016 | Q4 2017 | 5 |
Vanguard Personalized Indexing Management, LLC | 3 | 2 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q2 2023 | 5 |
Gateway Advisory, LLC | 3 | 1 | 0.05% | 0.06% | 0.07% | Q1 2018 | Q4 2019 | 5 |
Strategic Equity Management | 5 | 5 | 0.10% | 0.12% | 0.16% | Q3 2022 | Q3 2023 | 5 |
AVALON CAPITAL MANAGEMENT | 5 | 5 | 0.14% | 0.35% | 0.54% | Q4 2021 | Q4 2022 | 5 |
American Research & Management Co. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.12% | 0.17% | 0.21% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.07% | 0.10% | 0.13% | Q3 2022 | Q3 2023 | 5 |
NorthLanding Financial Partners, LLC | 5 | 5 | 17.45% | 19.60% | 22.71% | Q3 2022 | Q3 2023 | 5 |
Crane Advisory, LLC | 5 | 5 | 10.96% | 11.57% | 12.28% | Q3 2022 | Q3 2023 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.12% | 0.19% | 0.30% | Q3 2022 | Q3 2023 | 5 |
Cresta Advisors, Ltd. | 5 | 5 | 10.56% | 14.52% | 21.32% | Q3 2022 | Q3 2023 | 5 |
Fieldpoint Private Securities, LLC | 4 | 1 | 0.00% | 0.03% | 0.08% | Q1 2017 | Q2 2022 | 5 |
FinTrust Investment Advisory Services, LLC | 3 | 2 | 1.35% | 5.36% | 11.09% | Q2 2013 | Q1 2018 | 5 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.09% | 0.17% | Q2 2020 | Q3 2022 | 5 |
B. Riley Financial, Inc. | 5 | 5 | 0.09% | 0.86% | 1.42% | Q3 2017 | Q3 2018 | 5 |
Peterson Wealth Advisors, LLC | 5 | 5 | 0.31% | 0.34% | 0.36% | Q3 2022 | Q3 2023 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.21% | 0.24% | 0.28% | Q2 2019 | Q2 2020 | 5 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2021 | 5 |
Bard Financial Services, Inc. | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2023 | 5 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q1 2021 | 5 |
Chanos & Co LP | 3 | 2 | 1.00% | 1.67% | 2.62% | Q2 2017 | Q4 2018 | 5 |
Fermata Advisors, LLC | 4 | 1 | 0.09% | 0.13% | 0.21% | Q2 2021 | Q3 2022 | 5 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 1 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 5 |
WealthTrust Fairport, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2019 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Full Sail Capital, LLC | 5 | 5 | 0.09% | 0.16% | 0.38% | Q4 2018 | Q4 2019 | 5 |
WASHINGTON CAPITAL MANAGEMENT, INC | 5 | 5 | 0.25% | 0.87% | 1.07% | Q2 2022 | Q2 2023 | 5 |
Portfolio Strategies Inc | 5 | 5 | 0.21% | 0.27% | 0.31% | Q4 2016 | Q4 2017 | 5 |
Robeco Institutional Asset Management B.V. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q2 2015 | 5 |
Accurate Wealth Management, LLC | 5 | 5 | 0.48% | 0.58% | 0.73% | Q3 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Ulrich Consultants & Investment Group, LLC | 5 | 5 | 0.62% | 1.63% | 2.44% | Q2 2022 | Q2 2023 | 5 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 5 | 5 | 1.24% | 1.38% | 1.52% | Q3 2022 | Q3 2023 | 5 |
Saudi Central Bank | 4 | 1 | 26.26% | 41.35% | 100.00% | Q4 2020 | Q3 2023 | 5 |
Systelligence, LLC | 5 | 5 | 3.56% | 6.57% | 8.63% | Q2 2022 | Q2 2023 | 5 |
ARS Wealth Advisors Group, LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 5 |
Latigo Investments, LLC | 3 | 2 | 3.67% | 4.88% | 6.53% | Q4 2021 | Q3 2023 | 5 |
Manning & Napier Group, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q2 2021 | 5 |
FURE FINANCIAL CORP | 3 | 2 | 0.11% | 3.22% | 6.71% | Q2 2021 | Q3 2022 | 5 |
BancFirst Trust & Investment Management | 5 | 5 | 0.11% | 0.13% | 0.17% | Q4 2022 | Q4 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.09% | 2.54% | 4.34% | Q4 2022 | Q4 2023 | 5 |
McDonough Capital Management, Inc | 5 | 5 | 0.26% | 0.28% | 0.32% | Q3 2022 | Q3 2023 | 5 |
Tillman Hartley LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2020 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.20% | 0.47% | 1.11% | Q4 2022 | Q3 2023 | 4 |
LifePro Asset Management | 4 | 4 | 1.44% | 2.02% | 2.24% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
RCS Financial Planning, LLC | 4 | 4 | 0.89% | 0.96% | 1.02% | Q4 2022 | Q3 2023 | 4 |
CONTINUUM WEALTH ADVISORS, LLC | 4 | 4 | 2.06% | 6.27% | 11.92% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.68% | 0.70% | 0.75% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.69% | 0.75% | 0.79% | Q4 2022 | Q3 2023 | 4 |
GEM Asset Management, LLC | 4 | 4 | 0.16% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 1.42% | 1.53% | 1.68% | Q4 2022 | Q3 2023 | 4 |
Solitude Financial Services | 4 | 4 | 0.22% | 0.27% | 0.31% | Q2 2022 | Q1 2023 | 4 |
INNEALTA CAPITAL, LLC | 4 | 4 | 0.15% | 0.39% | 1.08% | Q4 2022 | Q3 2023 | 4 |
Granite Harbor Advisors, Inc. | 4 | 4 | 1.62% | 1.83% | 2.18% | Q4 2022 | Q3 2023 | 4 |
Dorsey Wright & Associates | 2 | 2 | 2.54% | 2.74% | 3.14% | Q2 2013 | Q3 2014 | 4 |
Taconic Capital Advisors LP | 4 | 4 | 0.07% | 0.13% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.78% | 0.90% | 1.12% | Q4 2022 | Q3 2023 | 4 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 1 | 0.04% | 0.15% | 0.44% | Q4 2020 | Q4 2022 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 4 |
Aspen Wealth Strategies, LLC | 4 | 4 | 7.04% | 7.14% | 7.32% | Q4 2022 | Q3 2023 | 4 |
Olistico Wealth, LLC | 4 | 4 | 5.85% | 6.27% | 6.60% | Q4 2022 | Q3 2023 | 4 |
Pioneer Wealth Management Group | 4 | 4 | 3.53% | 4.10% | 4.61% | Q4 2022 | Q3 2023 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 0.78% | 1.48% | 1.78% | Q4 2022 | Q3 2023 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 1.14% | 1.22% | 1.38% | Q4 2022 | Q3 2023 | 4 |
USCA RIA LLC | 4 | 4 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q2 2021 | 4 |
Register Financial Advisors LLC | 4 | 4 | 2.52% | 3.10% | 3.36% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Joseph Group Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Autus Asset Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Paul John Balson | 4 | 4 | 0.38% | 0.52% | 0.64% | Q1 2020 | Q4 2020 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 0.67% | 0.76% | 0.92% | Q4 2022 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 0.80% | 1.08% | 1.32% | Q4 2022 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2021 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 0.31% | 0.32% | 0.33% | Q4 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.10% | 0.22% | 0.39% | Q1 2023 | Q4 2023 | 4 |
Williams Jones Wealth Management, LLC. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Cerro Pacific Wealth Advisors LLC | 4 | 4 | 0.60% | 1.23% | 2.44% | Q2 2022 | Q1 2023 | 4 |
First Western Trust Bank | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Waterford Advisors, LLC | 4 | 4 | 7.41% | 7.91% | 8.50% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.23% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.26% | 1.15% | 2.50% | Q4 2022 | Q3 2023 | 4 |
Hall Kathryn A. | 4 | 4 | 0.49% | 0.54% | 0.60% | Q2 2019 | Q1 2020 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.02% | 0.03% | 0.08% | Q2 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 3.14% | 3.27% | 3.55% | Q4 2022 | Q3 2023 | 4 |
McCarthy Asset Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Retirement Investment Advisors, Inc. | 4 | 4 | 14.70% | 18.21% | 20.74% | Q4 2022 | Q3 2023 | 4 |
GRIES FINANCIAL LLC | 4 | 4 | 0.06% | 0.11% | 0.14% | Q1 2021 | Q4 2021 | 4 |
Optimal Asset Management, Inc. | 4 | 4 | 0.05% | 0.08% | 0.09% | Q4 2020 | Q3 2021 | 4 |
Hilltop Partners LLC | 4 | 4 | 7.80% | 10.20% | 12.71% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.55% | 1.10% | 1.78% | Q4 2022 | Q3 2023 | 4 |
Sand Hill Global Advisors, LLC | 4 | 4 | 0.05% | 0.09% | 0.18% | Q2 2022 | Q1 2023 | 4 |
MAS Advisors LLC | 4 | 4 | 0.17% | 0.20% | 0.26% | Q4 2021 | Q3 2022 | 4 |
Kerntke Otto McGlone Wealth Management Group | 3 | 1 | 0.03% | 0.11% | 0.14% | Q4 2020 | Q4 2022 | 4 |
Sage Financial Management Group, Inc. | 3 | 1 | 0.26% | 0.32% | 0.35% | Q3 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.56% | 0.59% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.86% | 1.06% | 1.51% | Q4 2022 | Q3 2023 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.04% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Ally Invest Advisors Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | 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 | 0.79% | 0.94% | 1.15% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Destiny Wealth Partners, LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 4 |
Retirement Planning Group, LLC | 4 | 4 | 0.02% | 0.08% | 0.23% | Q2 2021 | Q1 2022 | 4 |
VisionPoint Advisory Group, LLC | 3 | 1 | 0.10% | 0.12% | 0.14% | Q2 2021 | Q3 2023 | 4 |
Bank Pictet & Cie (Europe) AG | 4 | 4 | 0.54% | 0.59% | 0.65% | Q1 2022 | Q4 2022 | 4 |
Fee-Only Financial Planning, L.C. | 4 | 4 | 19.99% | 20.85% | 22.07% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.19% | 0.40% | 0.52% | Q4 2021 | Q3 2022 | 4 |
MGO Private Wealth, LLC | 3 | 1 | 0.12% | 1.96% | 3.52% | Q3 2022 | Q3 2023 | 4 |
MOODY NATIONAL BANK TRUST DIVISION | 4 | 4 | 0.07% | 0.21% | 0.42% | Q4 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.14% | 0.20% | 0.36% | Q4 2022 | Q3 2023 | 4 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Prosperity Financial Group, Inc. | 4 | 4 | 0.22% | 0.25% | 0.28% | Q4 2022 | Q3 2023 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2015 | Q3 2016 | 4 |
Bank of Kentucky, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
AJ Advisors, LLC | 4 | 4 | 6.92% | 7.24% | 7.79% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.98% | 1.03% | 1.09% | Q4 2022 | Q3 2023 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 3.14% | 3.68% | 4.20% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.24% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Financial Sense Advisors, Inc. | 4 | 4 | 0.12% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q4 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.16% | 0.21% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Stone Asset Management Inc. | 4 | 4 | 0.19% | 0.49% | 0.79% | Q2 2022 | Q1 2023 | 4 |
CFS Investment Advisory Services, LLC | 3 | 1 | 0.06% | 0.13% | 0.20% | Q4 2020 | Q1 2022 | 4 |
Juniper Hill Capital Management LP | 4 | 4 | 11.92% | 14.62% | 17.93% | Q1 2022 | Q4 2022 | 4 |
CHARTIST INC /CA/ | 4 | 4 | 0.30% | 0.41% | 0.57% | Q2 2021 | Q1 2022 | 4 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
1832 Asset Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 4 |
Cascade Investment Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 4 |
Valence8 US LP | 4 | 4 | 10.02% | 13.02% | 20.76% | Q4 2022 | Q3 2023 | 4 |
PURSUE WEALTH PARTNERS LLC | 4 | 4 | 0.24% | 0.30% | 0.37% | Q2 2022 | Q1 2023 | 4 |
Goodwin Investment Advisory | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 4 | 4 | 0.06% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
International City Management Association Retirement Corp | 4 | 4 | 3.01% | 4.64% | 9.48% | Q4 2022 | Q3 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.21% | 0.23% | 0.25% | Q4 2018 | Q3 2019 | 4 |
Clark Capital Management Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Texas Capital Bank Wealth Management Services Inc | 4 | 4 | 0.09% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Adventist Health System/ West | 4 | 4 | 3.29% | 4.69% | 6.15% | Q1 2021 | Q4 2021 | 4 |
GoalFusion Wealth Management, LLC | 4 | 4 | 3.52% | 3.67% | 3.81% | Q1 2023 | Q4 2023 | 4 |
Freedom Day Solutions, LLC | 2 | 1 | 0.10% | 0.12% | 0.19% | Q2 2021 | Q4 2022 | 4 |
Kaye Capital Management | 4 | 4 | 10.78% | 12.33% | 15.07% | Q4 2022 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.38% | 0.47% | 0.63% | Q4 2017 | Q3 2018 | 4 |
Trevian Wealth Management LLC | 4 | 4 | 0.22% | 0.26% | 0.29% | Q1 2022 | Q4 2022 | 4 |
Tevis Investment Management | 4 | 4 | 0.02% | 0.10% | 0.15% | Q4 2021 | Q3 2022 | 4 |
HWG Holdings LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 4 |
Trustees of Dartmouth College | 4 | 4 | 89.97% | 96.89% | 99.21% | Q4 2022 | Q3 2023 | 4 |
Strategic Wealth Investment Group, LLC | 2 | 2 | 0.04% | 0.15% | 0.45% | Q2 2022 | Q2 2023 | 4 |
Alamar Capital Management, LLC | 4 | 4 | 0.58% | 0.86% | 1.17% | Q4 2022 | Q3 2023 | 4 |
Stokes Family Office, LLC | 3 | 1 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 4 |
COUNTRY CLUB BANK /GFN | 4 | 4 | 0.02% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
St. James Investment Advisors, LLC | 3 | 1 | 0.73% | 1.17% | 1.83% | Q4 2021 | Q4 2022 | 4 |
PSI Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q1 2023 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.62% | 0.63% | 0.64% | Q4 2022 | Q3 2023 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 11.61% | 11.90% | 12.20% | Q4 2022 | Q3 2023 | 4 |
RGT Wealth Advisors, LLC | 4 | 4 | 0.03% | 0.12% | 0.16% | Q4 2021 | Q3 2022 | 4 |
HAMEL ASSOCIATES, INC. | 4 | 4 | 0.19% | 0.45% | 0.69% | Q2 2019 | Q1 2020 | 4 |
AFS Financial Group, LLC | 4 | 4 | 13.32% | 14.17% | 15.44% | Q4 2022 | Q3 2023 | 4 |
Guidant Wealth Advisors | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2018 | Q3 2019 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.71% | 0.73% | 0.76% | Q4 2020 | Q3 2021 | 4 |
Bridgewealth Advisory Group, LLC | 4 | 4 | 3.22% | 4.48% | 5.92% | Q4 2022 | Q3 2023 | 4 |
Graham Capital Management, L.P. | 2 | 1 | 0.28% | 0.51% | 1.02% | Q4 2020 | Q1 2022 | 4 |
Sterling Group Wealth Management, LLC | 4 | 4 | 8.97% | 14.07% | 17.93% | Q4 2022 | Q3 2023 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 7.18% | 7.62% | 8.35% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 2.48% | 2.73% | 3.07% | Q4 2022 | Q3 2023 | 4 |
Mission Creek Capital Partners, Inc. | 4 | 4 | 0.32% | 0.33% | 0.36% | Q4 2022 | Q3 2023 | 4 |
GERMAN AMERICAN BANCORP, INC. | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
NATIXIS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Pacific Sage Partners, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
ALESCO ADVISORS LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
DELTEC ASSET MANAGEMENT LLC | 3 | 1 | 0.06% | 0.30% | 0.54% | Q4 2017 | Q2 2023 | 4 |
STOCK YARDS BANK & TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Connectus Wealth, LLC | 4 | 4 | 0.01% | 0.13% | 0.48% | Q4 2022 | Q3 2023 | 4 |
SHEPHERD KAPLAN KROCHUK, LLC | 4 | 4 | 0.12% | 0.13% | 0.17% | Q4 2017 | Q3 2018 | 4 |
Gibson Wealth Advisors LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.27% | 0.30% | 0.32% | Q4 2021 | Q3 2022 | 4 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.04% | 0.07% | 0.08% | Q1 2022 | Q4 2023 | 4 |
BAILARD, INC. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 4 |
CornerStone Partners LLC | 4 | 4 | 1.31% | 1.50% | 1.72% | Q4 2019 | Q3 2020 | 4 |
STRATEGY ASSET MANAGERS LLC | 3 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2023 | 4 |
Greenwich Wealth Management LLC | 4 | 4 | 0.16% | 0.22% | 0.26% | Q1 2016 | Q4 2016 | 4 |
PALLADIEM, LLC | 4 | 4 | 1.20% | 1.52% | 2.33% | Q4 2014 | Q3 2015 | 4 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 4 |
G&S Capital LLC | 4 | 4 | 0.09% | 1.12% | 2.38% | Q4 2022 | Q3 2023 | 4 |
Resource Management, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q4 2021 | 4 |
Arden Trust Co | 4 | 4 | 1.37% | 1.44% | 1.50% | Q1 2023 | Q4 2023 | 4 |
Kissinger Financial Services LLC | 4 | 4 | 3.17% | 4.86% | 5.53% | Q3 2016 | Q2 2017 | 4 |
Belvedere Trading LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q2 2023 | 4 |
Koss-Olinger Consulting, LLC | 4 | 4 | 0.93% | 1.05% | 1.15% | Q4 2022 | Q3 2023 | 4 |
OneAscent Financial Services LLC | 3 | 1 | 0.12% | 0.17% | 0.26% | Q1 2022 | Q3 2023 | 4 |
Brooklyn FI, LLC | 2 | 1 | 0.15% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 4 |
ODonnell Financial Services, LLC | 4 | 4 | 0.25% | 0.63% | 1.61% | Q4 2021 | Q3 2022 | 4 |
ING GROEP NV | 4 | 4 | 0.12% | 0.19% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Blue Chip Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Avondale Wealth Management | 4 | 4 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q2 2020 | 4 |
DIMENSION CAPITAL MANAGEMENT LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Harborview Advisors, LLC | 4 | 4 | 2.20% | 2.29% | 2.38% | Q4 2020 | Q3 2021 | 4 |
Sterling Investment Counsel, LLC | 4 | 4 | 0.14% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
MOULTON WEALTH MANAGEMENT, INC | 4 | 4 | 0.49% | 1.49% | 2.35% | Q1 2021 | Q4 2021 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 3.05% | 3.30% | 3.79% | Q4 2022 | Q3 2023 | 4 |
Parker Financial LLC | 4 | 4 | 13.99% | 14.54% | 15.28% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.03% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Lloyd Park, LLC | 4 | 4 | 0.30% | 0.49% | 0.60% | Q4 2021 | Q3 2022 | 4 |
Seven Post Investment Office LP | 4 | 4 | 0.34% | 0.40% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 4.20% | 6.38% | 7.23% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 6.54% | 7.90% | 9.26% | Q4 2022 | Q3 2023 | 4 |
Sonoma Private Wealth LLC | 4 | 4 | 3.16% | 3.61% | 3.98% | Q4 2022 | Q3 2023 | 4 |
WELCH & FORBES LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Kohmann Bosshard Financial Services, LLC | 2 | 2 | 0.08% | 0.12% | 0.14% | Q2 2020 | Q3 2023 | 4 |
STAR Financial Bank | 4 | 4 | 4.26% | 4.38% | 4.50% | Q4 2022 | Q3 2023 | 4 |
TRUST CO OF VIRGINIA /VA | 2 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q2 2022 | 4 |
Bank Julius Baer & Co. Ltd, Zurich | 4 | 4 | 0.23% | 0.24% | 0.27% | Q1 2021 | Q4 2021 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LMG Wealth Partners, LLC | 4 | 4 | 0.14% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Evergreen Wealth Management, LLC | 4 | 4 | 1.66% | 1.79% | 1.89% | Q4 2022 | Q3 2023 | 4 |
McCutchen Group LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q4 2019 | 4 |
Sweet Financial Partners, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 0.37% | 0.48% | 0.65% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 4.37% | 5.02% | 6.54% | Q4 2022 | Q3 2023 | 4 |
LGT Financial Advisors LLC | 4 | 4 | 0.08% | 0.09% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.30% | 2.21% | 6.96% | Q4 2022 | Q3 2023 | 4 |
Annex Advisory Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 10.38% | 11.11% | 11.57% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 21.83% | 23.81% | 27.19% | Q4 2022 | Q3 2023 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.32% | 0.35% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Summit Rock Advisors, LP | 4 | 4 | 10.62% | 26.60% | 36.37% | Q1 2021 | Q4 2021 | 4 |
Legacy Trust | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 3.35% | 3.59% | 4.07% | Q4 2022 | Q3 2023 | 4 |
Hall Private Wealth Advisors | 4 | 4 | 2.64% | 3.28% | 4.38% | Q4 2022 | Q3 2023 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q3 2022 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
FutureAdvisor, Inc. | 4 | 4 | 2.20% | 2.50% | 2.76% | Q4 2014 | Q3 2015 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.34% | 0.70% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Wright Fund Management, LLC | 4 | 4 | 1.00% | 1.55% | 2.65% | Q4 2022 | Q3 2023 | 4 |
MILESTONE ASSET MANAGEMENT, LLC | 4 | 4 | 0.09% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.87% | 0.95% | 1.04% | Q4 2022 | Q3 2023 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 4.10% | 4.31% | 4.43% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 1.90% | 2.57% | 3.17% | Q4 2022 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 9.72% | 10.13% | 10.77% | Q4 2022 | Q3 2023 | 4 |
Pinkerton Retirement Specialists, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q2 2017 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.32% | 0.34% | 0.38% | Q4 2022 | Q3 2023 | 4 |
HTG Investment Advisors, Inc. | 4 | 4 | 2.19% | 2.53% | 3.10% | Q4 2022 | Q3 2023 | 4 |
SEAVIEW INVESTMENT MANAGERS LLC | 4 | 4 | 0.17% | 0.19% | 0.21% | Q1 2022 | Q4 2022 | 4 |
Vise Technologies, Inc. | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.13% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.26% | 0.27% | 0.28% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.34% | 0.38% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Investment Management Corp of Ontario | 4 | 4 | 14.08% | 26.83% | 43.68% | Q3 2021 | Q2 2022 | 4 |
GREENWOOD GEARHART INC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q3 2018 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 0.36% | 0.42% | 0.49% | Q4 2022 | Q3 2023 | 4 |
RF&L WEALTH MANAGEMENT, LLC | 4 | 4 | 0.59% | 0.63% | 0.68% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Imprint Wealth LLC | 3 | 3 | 0.32% | 0.36% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 1.54% | 1.74% | 1.92% | Q1 2023 | Q3 2023 | 3 |
Miramar Capital, LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q1 2023 | 3 |
SteelBridge Private Wealth Advisors LLC | 3 | 3 | 0.46% | 0.89% | 1.75% | Q4 2016 | Q2 2017 | 3 |
Your Advocates Ltd., LLP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 3 |
MBE Wealth Management, LLC | 2 | 1 | 0.06% | 0.19% | 0.40% | Q4 2019 | Q1 2021 | 3 |
Harfst & Associates, Inc. | 3 | 3 | 0.06% | 0.19% | 0.46% | Q1 2023 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q4 2018 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Towercrest Capital Management | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Wealth Management Advisory Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
IPG Investment Advisors LLC | 2 | 1 | 0.04% | 0.34% | 0.90% | Q1 2022 | Q3 2023 | 3 |
Allen Capital Group, LLC | 2 | 1 | 0.03% | 0.10% | 0.22% | Q4 2022 | Q3 2023 | 3 |
Tidal Investments LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Pictet North America Advisors SA | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
HOHIMER WEALTH MANAGEMENT, LLC | 3 | 3 | 0.37% | 1.03% | 1.60% | Q1 2023 | Q3 2023 | 3 |
GeoWealth Management, LLC | 1 | 1 | 0.00% | 1.62% | 4.66% | Q3 2019 | Q2 2023 | 3 |
Empowered Funds, LLC | 2 | 1 | 0.11% | 0.26% | 0.45% | Q2 2021 | Q3 2023 | 3 |
1776 Wealth LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
BIP Wealth, LLC | 3 | 3 | 1.51% | 1.61% | 1.80% | Q1 2023 | Q3 2023 | 3 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q2 2013 | 3 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 3 |
Fernwood Investment Management, LLC | 2 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q2 2023 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.01% | 0.15% | 0.32% | Q4 2022 | Q3 2023 | 3 |
First Ascent Asset Management, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q2 2023 | 3 |
Murphy Pohlad Asset Management LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
Mariner Wealth Advisors-Cincinnati, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
MERIDIAN MANAGEMENT CO | 3 | 3 | 0.15% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2020 | 3 |
Annandale Capital, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Column Capital Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 3 |
WFA of San Diego, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Strategic Income Management, LLC | 3 | 3 | 5.52% | 7.39% | 11.10% | Q4 2014 | Q2 2015 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.74% | 1.33% | 1.66% | Q2 2014 | Q4 2014 | 3 |
Wechter Feldman Wealth Management, Inc. | 2 | 1 | 0.38% | 0.60% | 1.01% | Q4 2016 | Q2 2021 | 3 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 2.29% | 6.80% | Q4 2013 | Q3 2021 | 3 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2022 | 3 |
EWA, LLC | 3 | 3 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Journey Advisory Group, LLC | 3 | 3 | 0.52% | 0.54% | 0.58% | Q1 2023 | Q3 2023 | 3 |
Itau Unibanco Holding S.A. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q2 2022 | 3 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 1.24% | 1.32% | 1.45% | Q1 2023 | Q3 2023 | 3 |
Windsor Financial Group, LLC | 3 | 3 | 0.21% | 0.26% | 0.33% | Q2 2015 | Q4 2015 | 3 |
Main Street Research LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q4 2021 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q2 2021 | 3 |
Private Wealth Group, LLC | 3 | 3 | 3.14% | 5.48% | 7.38% | Q1 2023 | Q3 2023 | 3 |
BSW Wealth Partners | 2 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 3 |
West Coast Financial LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.43% | 0.76% | 1.09% | Q4 2020 | Q2 2021 | 3 |
Addison Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Drexel Morgan & Co. | 3 | 3 | 0.13% | 0.14% | 0.16% | Q3 2020 | Q1 2021 | 3 |
FINANCIAL MANAGEMENT NETWORK INC | 3 | 3 | 0.10% | 0.13% | 0.15% | Q1 2022 | Q3 2022 | 3 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.05% | 0.07% | 0.10% | Q1 2014 | Q2 2015 | 3 |
Private Wealth Advisors, Inc. | 3 | 3 | 0.09% | 0.09% | 0.10% | Q2 2018 | Q4 2018 | 3 |
McAdams Wright Ragen, Inc. | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q4 2013 | 3 |
LS Investment Advisors, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q1 2022 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.14% | 0.29% | 0.57% | Q4 2020 | Q2 2021 | 3 |
Compass Efficient Model Portfolios, LLC | 3 | 3 | 0.01% | 0.09% | 0.23% | Q2 2013 | Q4 2013 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 3 | 0.03% | 0.09% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Sterneck Capital Management, LLC | 3 | 3 | 0.14% | 0.14% | 0.15% | Q2 2021 | Q4 2021 | 3 |
Lauer Wealth, LLC | 3 | 3 | 0.34% | 0.36% | 0.40% | Q1 2023 | Q3 2023 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.15% | 0.17% | 0.20% | Q4 2020 | Q2 2021 | 3 |
Fi3 FINANCIAL ADVISORS, LLC | 2 | 1 | 0.14% | 0.25% | 0.44% | Q4 2022 | Q3 2023 | 3 |
Eagle Bay Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.11% | 1.42% | 4.02% | Q4 2021 | Q2 2022 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Y.D. More Investments Ltd | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.43% | 0.47% | 0.51% | Q1 2023 | Q3 2023 | 3 |
SPC Financial, Inc. | 2 | 1 | 1.71% | 1.83% | 1.93% | Q1 2022 | Q4 2022 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.28% | 1.72% | 2.56% | Q1 2023 | Q3 2023 | 3 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 3 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.19% | 0.22% | 0.27% | Q4 2021 | Q2 2022 | 3 |
Stockman Wealth Management, Inc. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Fifth Third Wealth Advisors LLC | 3 | 3 | 0.10% | 0.14% | 0.20% | Q2 2023 | Q4 2023 | 3 |
MARIETTA INVESTMENT PARTNERS LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2019 | Q4 2019 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
NORTHSTAR INVESTMENT ADVISORS LLC | 3 | 3 | 0.42% | 0.98% | 1.72% | Q4 2020 | Q2 2021 | 3 |
FIRST MIDWEST BANK TRUST DIVISION | 3 | 3 | 0.11% | 0.13% | 0.14% | Q2 2021 | Q4 2021 | 3 |
Solidarity Wealth, LLC | 3 | 3 | 0.13% | 0.15% | 0.16% | Q1 2022 | Q3 2022 | 3 |
NORRIS PERNE & FRENCH LLP/MI | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
MKT Advisors LLC | 3 | 3 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q4 2019 | 3 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
ZACKS INVESTMENT MANAGEMENT | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.18% | 0.22% | 0.26% | Q4 2021 | Q2 2022 | 3 |
NBT BANK N A /NY | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q2 2023 | 3 |
MONROE BANK & TRUST/MI | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 3 |
Invesco Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2019 | 3 |
Cladis Investment Advisory, LLC | 2 | 1 | 0.19% | 0.21% | 0.23% | Q4 2021 | Q4 2022 | 3 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 2.48% | 3.20% | 3.92% | Q4 2022 | Q3 2023 | 3 |
Paragon Private Wealth Management, LLC | 3 | 3 | 0.69% | 0.83% | 0.95% | Q1 2023 | Q3 2023 | 3 |
Asset Allocation Strategies LLC | 2 | 1 | 0.11% | 0.18% | 0.27% | Q4 2022 | Q3 2023 | 3 |
RAYMOND JAMES TRUST CO. OF NH | 3 | 3 | 4.80% | 5.17% | 5.36% | Q1 2022 | Q3 2022 | 3 |
Momentum Advisors, LLC | 3 | 3 | 2.79% | 3.27% | 4.16% | Q2 2022 | Q4 2022 | 3 |
RETIREMENT GUYS FORMULA LLC | 3 | 3 | 0.20% | 0.22% | 0.27% | Q4 2021 | Q2 2022 | 3 |
Horizons Wealth Management | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.26% | 0.27% | 0.29% | Q1 2023 | Q3 2023 | 3 |
1st Global Advisors, Inc. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2014 | Q4 2014 | 3 |
Fortis Capital Advisors, LLC | 3 | 3 | 0.12% | 0.15% | 0.20% | Q4 2022 | Q2 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 1.40% | 1.45% | 1.52% | Q4 2022 | Q3 2023 | 3 |
Team Hewins, LLC | 3 | 3 | 0.55% | 0.59% | 0.62% | Q4 2022 | Q2 2023 | 3 |
Tilson Financial Group, Inc. | 2 | 1 | 0.55% | 0.62% | 0.71% | Q4 2022 | Q3 2023 | 3 |
TFB Advisors LLC | 3 | 3 | 0.68% | 0.80% | 1.01% | Q4 2022 | Q2 2023 | 3 |
Tanglewood Legacy Advisors, LLC | 3 | 3 | 0.40% | 0.44% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 1.53% | 1.59% | 1.65% | Q4 2022 | Q3 2023 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
LaSalle St. Investment Advisors, LLC | 2 | 1 | 2.01% | 2.73% | 3.45% | Q4 2022 | Q3 2023 | 3 |
25 LLC | 3 | 3 | 9.10% | 9.33% | 9.58% | Q1 2023 | Q3 2023 | 3 |
PETRA FINANCIAL ADVISORS INC | 2 | 1 | 0.41% | 0.48% | 0.60% | Q4 2022 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 2.01% | 2.11% | 2.24% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.19% | 0.23% | 0.25% | Q1 2023 | Q3 2023 | 3 |
O'Connor Financial Group LLC | 3 | 3 | 0.88% | 0.91% | 0.93% | Q1 2023 | Q3 2023 | 3 |
North Ridge Wealth Advisors, Inc. | 3 | 3 | 1.36% | 1.38% | 1.40% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.49% | 0.61% | 0.79% | Q1 2023 | Q3 2023 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 8.25% | 8.37% | 8.62% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 4.68% | 5.18% | 5.44% | Q1 2023 | Q3 2023 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.38% | 0.45% | 0.54% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
NATIONAL INVESTMENT SERVICES INC /WI | 3 | 3 | 3.70% | 5.27% | 6.10% | Q2 2013 | Q4 2013 | 3 |
Hartford Financial Management Inc. | 3 | 3 | 0.44% | 0.45% | 0.46% | Q3 2019 | Q1 2020 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.04% | 0.06% | 0.09% | Q1 2015 | Q3 2015 | 3 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 3 |
1ST SOURCE BANK | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Ally Financial Inc. | 3 | 3 | 2.38% | 3.49% | 5.65% | Q3 2021 | Q1 2022 | 3 |
Exchange Capital Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Hills Bank & Trust Co | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 3 |
GRANDFIELD & DODD, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q2 2015 | Q4 2015 | 3 |
Context Capital Management, LLC | 3 | 3 | 0.10% | 0.17% | 0.21% | Q4 2020 | Q2 2021 | 3 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.11% | 0.28% | Q1 2017 | Q3 2018 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.13% | 0.22% | 0.27% | Q1 2023 | Q3 2023 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
RUSSELL FRANK CO/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
WATERS PARKERSON & CO., LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Biltmore Family Office, LLC | 3 | 3 | 0.03% | 0.07% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Legacy Financial Advisors, Inc. | 3 | 3 | 0.07% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Blue Chip Wealth Management, Inc. | 3 | 3 | 0.28% | 0.29% | 0.30% | Q1 2018 | Q3 2018 | 3 |
PROFESSIONAL PLANNING | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2021 | Q3 2021 | 3 |
Buckley Wealth Management, LLC | 3 | 3 | 0.16% | 0.18% | 0.20% | Q2 2019 | Q4 2019 | 3 |
X-Square Capital, LLC | 3 | 3 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q4 2019 | 3 |
Heritage Financial Services, LLC | 2 | 1 | 0.06% | 0.09% | 0.11% | Q2 2022 | Q2 2023 | 3 |
FLC Capital Advisors | 3 | 3 | 5.50% | 5.75% | 6.13% | Q4 2022 | Q2 2023 | 3 |
Valtinson Bruner Financial Planning LLC | 3 | 3 | 1.23% | 1.27% | 1.33% | Q2 2022 | Q4 2022 | 3 |
TFO Wealth Partners, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 3 |
Summit Global Investments | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 3 |
Armor Investment Advisors, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q2 2023 | 3 |
Lantz Financial LLC | 2 | 1 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 3 |
CABANA LLC | 2 | 1 | 0.00% | 1.70% | 4.36% | Q4 2017 | Q4 2019 | 3 |
Harbour Capital Advisors, LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q1 2017 | Q4 2023 | 3 |
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.56% | 0.78% | 1.00% | Q4 2020 | Q1 2021 | 2 |
STRALEM & CO INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Elite Wealth Management, Inc. | 1 | 1 | 0.07% | 1.10% | 2.13% | Q1 2014 | Q3 2015 | 2 |
Vision Capital Management, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Rosenbaum Jay D. | 2 | 2 | 0.41% | 0.48% | 0.55% | Q2 2023 | Q3 2023 | 2 |
Dunhill Financial, LLC | 2 | 2 | 1.11% | 1.13% | 1.16% | Q2 2023 | Q3 2023 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
IFS Advisors, LLC | 2 | 2 | 0.16% | 3.83% | 7.50% | Q1 2022 | Q2 2022 | 2 |
Adero Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 2 | 2 | 0.44% | 0.72% | 1.00% | Q2 2013 | Q3 2013 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Alliance Wealth Management Group | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Westshore Wealth, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q1 2021 | Q2 2021 | 2 |
FISCHER INVESTMENT STRATEGIES, LLC | 2 | 2 | 8.93% | 8.98% | 9.02% | Q2 2023 | Q3 2023 | 2 |
NIXON PEABODY TRUST CO | 2 | 2 | 0.96% | 0.96% | 0.96% | Q2 2023 | Q3 2023 | 2 |
STEINBERG ASSET MANAGEMENT LLC | 2 | 2 | 0.32% | 0.35% | 0.38% | Q2 2018 | Q3 2018 | 2 |
Deane Retirement Strategies, Inc. | 2 | 2 | 0.00% | 1.49% | 2.97% | Q4 2020 | Q1 2021 | 2 |
Brightworth | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Jenkins Wealth | 1 | 1 | 15.49% | 16.44% | 17.40% | Q4 2021 | Q4 2022 | 2 |
Aspen Grove Capital, LLC | 2 | 2 | 0.74% | 0.78% | 0.83% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.04% | 0.11% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Alaska Permanent Capital Management | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.06% | 0.14% | 0.21% | Q1 2021 | Q2 2022 | 2 |
SG3 Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Brandywine Global Investment Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 2 |
Arcadia Wealth Management, LLC | 2 | 2 | 8.81% | 9.08% | 9.36% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 5.45% | 11.98% | 18.51% | Q2 2023 | Q3 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.02% | 0.10% | 0.19% | Q2 2020 | Q3 2021 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 4.61% | 4.62% | 4.64% | Q2 2023 | Q3 2023 | 2 |
Hoxton Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 2 |
Seneca House Advisors | 2 | 2 | 0.16% | 0.17% | 0.19% | Q1 2021 | Q2 2021 | 2 |
Financial Services Advisory Inc | 1 | 1 | 1.42% | 2.05% | 2.68% | Q4 2019 | Q3 2023 | 2 |
Jackson Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.11% | Q1 2021 | Q1 2022 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 2.78% | 3.33% | 3.89% | Q2 2023 | Q3 2023 | 2 |
Pacific Life Fund Advisors LLC | 2 | 2 | 27.63% | 28.75% | 29.87% | Q2 2023 | Q3 2023 | 2 |
Secrest Blakey & Associates, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q2 2023 | 2 |
JUNCTURE WEALTH STRATEGIES, LLC | 2 | 2 | 0.19% | 0.21% | 0.24% | Q3 2021 | Q4 2021 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 0.90% | 0.94% | 0.97% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.03% | 0.07% | 0.11% | Q3 2018 | Q3 2020 | 2 |
Cyrus J. Lawrence, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Maxim Capital Management LLC | 2 | 2 | 0.74% | 5.30% | 9.86% | Q1 2020 | Q2 2020 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
DOVER ADVISORS, LLC | 2 | 2 | 0.37% | 0.37% | 0.37% | Q2 2023 | Q3 2023 | 2 |
Ardent Capital Management, Inc. | 2 | 2 | 0.14% | 0.41% | 0.68% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.53% | 0.54% | 0.55% | Q2 2023 | Q3 2023 | 2 |
Palmer Knight Co | 2 | 2 | 0.25% | 0.26% | 0.27% | Q3 2022 | Q4 2022 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.17% | 0.34% | Q3 2017 | Q2 2019 | 2 |
44 WEALTH MANAGEMENT LLC | 1 | 1 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q4 2022 | 2 |
Cambridge Advisors Inc. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
MONETARY MANAGEMENT GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Aprio Wealth Management, LLC | 1 | 1 | 0.19% | 0.26% | 0.32% | Q4 2019 | Q2 2020 | 2 |
INTEGRAL DERIVATIVES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
MORRIS FINANCIAL CONCEPTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Artemis Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 2 |
Blue Sky Asset Management, LLC | 2 | 2 | 0.64% | 1.48% | 2.32% | Q4 2019 | Q1 2020 | 2 |
Chan Zuckerberg Initiative, LLC | 2 | 2 | 41.47% | 56.16% | 70.85% | Q4 2022 | Q1 2023 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.80% | 0.82% | 0.83% | Q2 2023 | Q3 2023 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Callan Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 2 |
Gotham Asset Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
NAPLES GLOBAL ADVISORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
IMA Wealth, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Charles Schwab Trust Co | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q4 2019 | 2 |
Holistic Financial Partners | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Bull Oak Capital, LLC | 2 | 2 | 6.99% | 8.65% | 10.32% | Q4 2021 | Q1 2022 | 2 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.02% | 0.09% | 0.16% | Q1 2019 | Q1 2021 | 2 |
Huber Financial Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2019 | Q4 2019 | 2 |
Samalin Investment Counsel, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q1 2015 | 2 |
TKG Advisors, LLC | 2 | 2 | 2.49% | 2.95% | 3.41% | Q2 2023 | Q3 2023 | 2 |
Main Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 2 |
Blue Investment Partners LLC | 2 | 2 | 4.80% | 5.14% | 5.49% | Q4 2022 | Q1 2023 | 2 |
Fund Evaluation Group, LLC | 2 | 2 | 0.19% | 0.48% | 0.77% | Q4 2019 | Q1 2020 | 2 |
Hudson Capital Management LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q1 2023 | 2 |
CATALYST FINANCIAL PARTNERS LLC | 1 | 1 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q2 2023 | 2 |
Sharkey, Howes & Javer | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2017 | 2 |
Optas, LLC | 2 | 2 | 0.16% | 0.21% | 0.25% | Q4 2019 | Q1 2020 | 2 |
NexWave Capital Partners LLC | 2 | 2 | 1.44% | 1.53% | 1.62% | Q4 2020 | Q1 2021 | 2 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q2 2022 | 2 |
Next Capital Management LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.30% | 0.34% | 0.39% | Q2 2023 | Q3 2023 | 2 |
AlphaQ Advisors LLC | 2 | 2 | 0.20% | 0.27% | 0.35% | Q2 2023 | Q3 2023 | 2 |
Belvedere Advisors LLC | 2 | 2 | 0.12% | 0.42% | 0.71% | Q1 2019 | Q2 2019 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2022 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q3 2020 | Q3 2023 | 2 |
Sunflower Bank, N.A. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
3EDGE Asset Management, LP | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Mason & Associates Inc | 2 | 2 | 0.31% | 1.33% | 2.34% | Q4 2021 | Q1 2022 | 2 |
DeDora Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 2 |
Coho Partners, Ltd. | 1 | 1 | 0.02% | 0.07% | 0.12% | Q4 2018 | Q4 2022 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.69% | 0.73% | 0.76% | Q4 2018 | Q1 2019 | 2 |
DEERE & CO | 2 | 2 | 0.02% | 0.20% | 0.39% | Q4 2015 | Q1 2016 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Gratus Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Silicon Valley Community Foundation | 2 | 2 | 28.56% | 36.11% | 43.67% | Q2 2022 | Q3 2022 | 2 |
Perella Weinberg Partners Capital Management LP | 2 | 2 | 6.88% | 8.10% | 9.33% | Q2 2021 | Q3 2021 | 2 |
MCIA Inc | 1 | 1 | 0.00% | 6.93% | 13.86% | Q3 2017 | Q3 2023 | 2 |
SENTINEL PENSION ADVISORS INC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Carson Advisory Inc. | 2 | 2 | 0.17% | 0.25% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Powell Investment Advisors, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Ken Stern & Associates, Inc. | 2 | 2 | 2.71% | 2.71% | 2.71% | Q2 2018 | Q3 2018 | 2 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 2 |
West Tower Group, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2023 | Q3 2023 | 2 |
COHEN LAWRENCE B | 1 | 1 | 0.76% | 0.93% | 1.10% | Q4 2021 | Q4 2022 | 2 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2020 | 2 |
DUPONT CAPITAL MANAGEMENT CORP | 2 | 2 | 1.87% | 2.25% | 2.63% | Q4 2016 | Q1 2017 | 2 |
Stadion Money Management, LLC | 2 | 2 | 1.01% | 1.96% | 2.92% | Q4 2020 | Q1 2021 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q1 2021 | Q2 2021 | 2 |
Sentinus, LLC | 2 | 2 | 0.29% | 0.30% | 0.31% | Q1 2023 | Q2 2023 | 2 |
Provident Investment Management, Inc. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.62% | 0.62% | 0.62% | Q4 2022 | Q1 2023 | 2 |
White Pine Investment CO | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q3 2022 | 2 |
BHK Investment Advisors, LLC | 2 | 2 | 0.17% | 0.34% | 0.50% | Q4 2017 | Q1 2018 | 2 |
Onex Canada Asset Management Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 2 |
Oak Point Wealth Management | 2 | 2 | 1.46% | 1.46% | 1.47% | Q4 2017 | Q1 2018 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 2 | 2 | 0.11% | 0.15% | 0.19% | Q4 2020 | Q1 2021 | 2 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.06% | 0.10% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 3.90% | 4.27% | 4.63% | Q4 2021 | Q1 2022 | 2 |
Stokes & Hubbell Capital Management, LLC | 2 | 2 | 0.16% | 0.21% | 0.26% | Q4 2018 | Q1 2019 | 2 |
Family Asset Management, LLC | 2 | 2 | 0.00% | 0.13% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Anson Capital, Inc. | 1 | 1 | 0.20% | 0.24% | 0.28% | Q1 2022 | Q4 2022 | 2 |
Wealth Management Solutions, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
WEATHERLY ASSET MANAGEMENT L. P. | 1 | 1 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q3 2023 | 2 |
PCG Wealth Advisors, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Veracity Capital LLC | 2 | 2 | 0.06% | 0.09% | 0.11% | Q4 2019 | Q1 2020 | 2 |
HYA Advisors, Inc | 2 | 2 | 0.30% | 0.72% | 1.15% | Q1 2022 | Q2 2022 | 2 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.15% | 0.29% | Q1 2023 | Q3 2023 | 2 |
McAlister, Sweet & Associates, Inc. | 2 | 2 | 3.07% | 4.97% | 6.88% | Q2 2023 | Q3 2023 | 2 |
Inscription Capital, LLC | 1 | 1 | 0.02% | 0.11% | 0.19% | Q4 2018 | Q2 2021 | 2 |
Grey Street Capital, LLC | 2 | 2 | 0.46% | 0.47% | 0.48% | Q2 2023 | Q3 2023 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 2 |
BIVIN & ASSOCIATES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Baron Wealth Management LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q3 2023 | Q4 2023 | 2 |
Financial Advantage, Inc. | 1 | 1 | 0.05% | 0.06% | 0.07% | Q4 2013 | Q3 2019 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.42% | 0.73% | 1.04% | Q2 2023 | Q3 2023 | 2 |
LFS ASSET MANAGEMENT | 2 | 2 | 0.26% | 2.67% | 5.08% | Q2 2022 | Q3 2022 | 2 |
Quantitative Investment Management, LLC | 2 | 2 | 0.37% | 0.62% | 0.88% | Q4 2017 | Q1 2018 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.25% | 0.34% | 0.43% | Q2 2023 | Q3 2023 | 2 |
Steinberg Global Asset Management | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q1 2019 | 2 |
Israel Discount Bank of New York | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
CarsonAllaria Wealth Management, Ltd. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Barrett Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
COHEN & STEERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 2 |
Idaho Trust Bank | 2 | 2 | 3.64% | 3.91% | 4.18% | Q2 2023 | Q3 2023 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q1 2020 | 2 |
ALTFEST L J & CO INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Clal Insurance Enterprises Holdings Ltd | 2 | 2 | 1.73% | 1.97% | 2.22% | Q1 2021 | Q2 2021 | 2 |
True Capital Management | 2 | 2 | 2.30% | 2.54% | 2.78% | Q4 2022 | Q1 2023 | 2 |
Winchester Group Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Arjuna Capital | 1 | 1 | 0.02% | 0.05% | 0.09% | Q2 2021 | Q4 2022 | 2 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
SENTINEL TRUST CO LBA | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Cannell & Co. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q4 2022 | 2 |
ROCKLAND TRUST CO | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q4 2019 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 1.84% | 1.86% | 1.88% | Q2 2013 | Q3 2013 | 2 |
Cedar Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Carr Financial Group Corp | 1 | 1 | 0.10% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 2 |
Spears Abacus Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
EQUITY INVESTMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2020 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 17.11% | 21.81% | 26.51% | Q4 2021 | Q1 2022 | 2 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2014 | Q3 2014 | 1 |
Cardinal Strategic Wealth Guidance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2023 | Q3 2023 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BANK OF THE WEST | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
SeaBridge Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Madison Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
BASSO CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NTV ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q2 2013 | Q2 2013 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
SMI Advisory Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
S. R. Schill & Associates | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
RiverGlades Family Offices LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
HORAN CAPITAL MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HNP Capital LLC | 1 | 1 | 2.53% | 2.53% | 2.53% | Q1 2020 | Q1 2020 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Resolute Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
EXCALIBUR MANAGEMENT CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
Sunburst Financial Group, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2019 | Q4 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
KANAWHA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Ellenbecker Investment Group | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q3 2022 | 1 |
USAdvisors Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q2 2019 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Spectrum Asset Management, Inc. (NB/CA) | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Capital Square, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
JACOBSON & SCHMITT ADVISORS, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2016 | Q4 2016 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2020 | Q1 2020 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Chicago Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ANDERSON HOAGLAND & CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q3 2022 | Q3 2022 | 1 |
Price Capital Management, Inc. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2017 | Q4 2017 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2017 | Q1 2017 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Jackson Financial Management | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2018 | Q1 2018 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Beck Bode, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BKS ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
Aries Wealth Management | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Monument Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2018 | Q4 2018 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Hernani Holdings LLC | 1 | 1 | 1.93% | 1.93% | 1.93% | Q4 2020 | Q4 2020 | 1 |
GFS Private Wealth, LLC | 1 | 1 | 5.04% | 5.04% | 5.04% | Q4 2017 | Q4 2017 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
L2 Asset Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 1.60% | 1.60% | 1.60% | Q4 2021 | Q4 2021 | 1 |
Fulcrum Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 8.06% | 8.06% | 8.06% | Q3 2022 | Q3 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2021 | Q2 2021 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Ethic Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2018 | Q4 2018 | 1 |
CAHABA WEALTH MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
KilterHowling LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2022 | Q2 2022 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2021 | Q2 2021 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 6.39% | 6.39% | 6.39% | Q4 2018 | Q4 2018 | 1 |
Integrity Advisory, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 3.53% | 3.53% | 3.53% | Q1 2022 | Q1 2022 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
JAG CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Darrow Company, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Planning Center, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
CLARIS ADVISORS, LLC / MO / | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Spinnaker Investment Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
ASSET MANAGEMENT CORP /IL/ /ADV | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2023 | Q1 2023 | 1 |
MAIRS & POWER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Intergy Private Wealth, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEALTH MANAGEMENT RESOURCES, INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Johnson Financial Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Concorde Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Rainsberger Wealth Advisors, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Tanager Wealth Management LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FirstPurpose Wealth LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FinDec Wealth Services, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2016 | Q2 2016 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Point View Wealth Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2014 | Q2 2014 | 1 |
MidWestOne Financial Group, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q2 2019 | 1 |
BIEGEL & WALLER LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2017 | Q2 2017 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Strengthening Families & Communities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Derbend Asset Management | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q2 2023 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q1 2022 | Q1 2022 | 1 |
Caerus Investment Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Lanham O'Dell & Company, Inc. | 1 | 1 | 19.79% | 19.79% | 19.79% | Q4 2021 | Q4 2021 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
FundX Investment Group, LLC | 1 | 1 | 4.23% | 4.23% | 4.23% | Q2 2013 | Q2 2013 | 1 |
Orgel Wealth Management, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2015 | Q4 2015 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Welch Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2021 | Q1 2021 | 1 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
Wallace Advisory Group, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2022 | Q4 2022 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 6.08% | 6.08% | 6.08% | Q2 2022 | Q2 2022 | 1 |
Econ Financial Services Corp | 1 | 1 | 3.47% | 3.47% | 3.47% | Q3 2023 | Q3 2023 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VALLEY FINANCIAL MANAGEMENT, INC. | 1 | 1 | 5.32% | 5.32% | 5.32% | Q2 2023 | Q2 2023 | 1 |
Plan Group Financial, LLC | 1 | 1 | 5.72% | 5.72% | 5.72% | Q2 2022 | Q2 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
DRW Securities, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2013 | Q3 2013 | 1 |
First National Advisers, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 4.42% | 4.42% | 4.42% | Q1 2019 | Q1 2019 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Strata Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
FIRST COMMUNITY TRUST NA | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Convergent Wealth Advisors | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2015 | Q1 2015 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Decatur Capital Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Accretive Wealth Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q1 2021 | Q1 2021 | 1 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Salient Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Verum Partners LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2023 | Q3 2023 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Quantum Capital Management, LLC / NJ | 1 | 1 | 11.57% | 11.57% | 11.57% | Q3 2017 | Q3 2017 | 1 |
IVC Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
STABLEFORD CAPITAL II LLC | 1 | 1 | 25.60% | 25.60% | 25.60% | Q1 2023 | Q1 2023 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Nuveen Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 3.18% | 3.18% | 3.18% | Q4 2022 | Q4 2022 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2022 | Q3 2022 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Brainard Capital Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Schwab Charitable Fund | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q1 2019 | 1 |
Rooted Wealth Advisors, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q3 2022 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Capital Investment Services of America, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
Family Capital Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2018 | Q4 2018 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Pacific Center for Financial Services | 1 | 1 | 3.09% | 3.09% | 3.09% | Q3 2023 | Q3 2023 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2018 | Q3 2018 | 1 |
LWMG, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
IAM Advisory, LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2021 | Q2 2021 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
LYRICAL ASSET MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Hartford Funds Management Co LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
QUARRY HILL ADVISORS, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Stratford Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Catamount Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Klaas Financial Asset Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 1.97% | 1.97% | 1.97% | Q1 2023 | Q1 2023 | 1 |
Raub Brock Capital Management LP | 1 | 1 | 1.72% | 1.72% | 1.72% | Q2 2022 | Q2 2022 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2022 | Q3 2022 | 1 |
ARQ WEALTH ADVISORS, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2022 | Q2 2022 | 1 |
BRANDES INVESTMENT PARTNERS, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Braver Wealth Management, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2016 | Q4 2016 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
REBALANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Leading Edge Financial Planning LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
First Pacific Financial | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 1.07% | 1.07% | 1.07% | Q3 2023 | Q3 2023 | 1 |
Main Line Retirement Advisors, LLC | 1 | 1 | 4.52% | 4.52% | 4.52% | Q2 2023 | Q2 2023 | 1 |
Yoder Wealth Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Trutina Financial LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2022 | Q4 2022 | 1 |
Ergoteles LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2023 | Q2 2023 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
CETERA INVESTMENT MANAGEMENT LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2017 | Q1 2017 | 1 |
Polianta Ltd | 1 | 1 | 7.18% | 7.18% | 7.18% | Q3 2019 | Q3 2019 | 1 |
HERITAGE INVESTORS MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Kensington Asset Management, LLC | 1 | 1 | 5.05% | 5.05% | 5.05% | Q3 2023 | Q3 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Carlsbad Wealth Advisory Group, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Rappaport Reiches Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
CIM, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Madrona Financial Services, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2015 | Q1 2015 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
STERLING INVESTMENT ADVISORS LLC /ADV | 1 | 1 | 3.32% | 3.32% | 3.32% | Q3 2023 | Q3 2023 | 1 |
Cullen Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 1.37% | 1.37% | 1.37% | Q4 2018 | Q4 2018 | 1 |
GSG Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 2.74% | 2.74% | 2.74% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Prosperitas Financial LLC | 1 | 1 | 2.16% | 2.16% | 2.16% | Q3 2023 | Q3 2023 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2022 | Q3 2022 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
EAGLE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Private Wealth Strategies, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
EA Series Trust | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q3 2019 | Q3 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2015 | Q4 2015 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Wade Financial Advisory, Inc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Canal Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
KHP Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
QUALCOMM INC/DE | 1 | 1 | 8.66% | 8.66% | 8.66% | Q2 2013 | Q2 2013 | 1 |
Sabal Trust CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own VANGUARD INDEX FDS or have owned VANGUARD INDEX FDS in the past.