Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 50 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 41 | 41 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 41 |
LPL Financial LLC | 41 | 41 | 0.00% | 0.16% | 0.38% | Q3 2013 | Q3 2023 | 41 |
WELLS FARGO & COMPANY/MN | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
Private Advisor Group, LLC | 37 | 37 | 0.01% | 0.30% | 0.83% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 36 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Ancora Advisors LLC | 35 | 35 | 0.05% | 0.16% | 0.89% | Q1 2015 | Q3 2023 | 35 |
RAYMOND JAMES & ASSOCIATES | 35 | 35 | 0.00% | 0.03% | 0.07% | Q1 2015 | Q3 2023 | 35 |
Relative Value Partners Group, LLC | 34 | 34 | 0.31% | 2.61% | 3.74% | Q2 2015 | Q3 2023 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.50% | 0.89% | 1.41% | Q2 2015 | Q3 2023 | 34 |
SYNOVUS FINANCIAL CORP | 34 | 34 | 0.04% | 0.06% | 0.11% | Q2 2015 | Q3 2023 | 34 |
HighTower Advisors, LLC | 22 | 11 | 0.02% | 0.24% | 0.33% | Q2 2015 | Q3 2023 | 33 |
Janney Montgomery Scott LLC | 29 | 4 | 0.01% | 0.06% | 0.15% | Q2 2015 | Q3 2023 | 33 |
Cambridge Investment Research Advisors, Inc. | 33 | 33 | 0.02% | 0.11% | 0.19% | Q3 2015 | Q3 2023 | 33 |
CAPITAL MANAGEMENT CORP /VA | 32 | 32 | 0.06% | 0.09% | 0.12% | Q1 2015 | Q4 2022 | 32 |
Colorado Capital Management, Inc. | 32 | 32 | 0.48% | 0.55% | 0.68% | Q4 2015 | Q3 2023 | 32 |
Cetera Advisor Networks LLC | 21 | 11 | 0.03% | 0.22% | 0.63% | Q3 2015 | Q3 2023 | 32 |
US BANCORP \DE\ | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
ALBION FINANCIAL GROUP /UT | 22 | 10 | 0.14% | 0.54% | 0.81% | Q3 2015 | Q3 2023 | 32 |
Country Club Trust Company, n.a. | 20 | 12 | 0.13% | 0.31% | 0.55% | Q4 2013 | Q4 2021 | 32 |
PNC FINANCIAL SERVICES GROUP, INC. | 31 | 31 | 0.01% | 0.60% | 1.29% | Q1 2016 | Q3 2023 | 31 |
LVM CAPITAL MANAGEMENT LTD/MI | 28 | 3 | 0.51% | 1.79% | 2.45% | Q4 2015 | Q3 2023 | 31 |
OPTIMUM INVESTMENT ADVISORS | 29 | 2 | 0.00% | 0.23% | 0.54% | Q4 2014 | Q3 2022 | 31 |
J.P. Morgan Private Wealth Advisors LLC | 31 | 31 | 0.02% | 0.05% | 0.13% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.28% | 1.33% | Q4 2015 | Q3 2023 | 31 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 31 | 31 | 0.14% | 0.35% | 0.95% | Q1 2016 | Q3 2023 | 31 |
Private Wealth Advisors, Inc. | 31 | 31 | 0.24% | 0.70% | 0.97% | Q2 2013 | Q4 2020 | 31 |
USCA RIA LLC | 31 | 31 | 0.02% | 0.16% | 1.20% | Q4 2013 | Q2 2021 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q3 2023 | 30 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 30 | 30 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
BOSTON FINANCIAL MANGEMENT LLC | 30 | 30 | 0.44% | 1.77% | 2.34% | Q2 2016 | Q3 2023 | 30 |
Montecito Bank & Trust | 30 | 30 | 0.14% | 0.33% | 0.69% | Q3 2016 | Q4 2023 | 30 |
Geneos Wealth Management Inc. | 15 | 14 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q3 2023 | 29 |
Tower Research Capital LLC (TRC) | 12 | 1 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q1 2023 | 29 |
Clearwater Capital Advisors, LLC | 27 | 2 | 4.50% | 6.79% | 9.05% | Q2 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 29 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 29 | 29 | 0.16% | 0.87% | 1.54% | Q3 2016 | Q3 2023 | 29 |
Capital Advisors, Ltd. LLC | 28 | 28 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Creative Planning | 20 | 8 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 28 |
Sequoia Financial Advisors, LLC | 28 | 28 | 0.21% | 0.86% | 1.67% | Q4 2016 | Q3 2023 | 28 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.00% | 0.03% | 0.11% | Q4 2016 | Q3 2023 | 28 |
FIFTH THIRD BANCORP | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
COLONY GROUP LLC | 28 | 28 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.01% | 0.12% | 0.53% | Q4 2016 | Q3 2023 | 28 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 28 | 28 | 3.73% | 5.48% | 6.35% | Q1 2017 | Q4 2023 | 28 |
Garrison Asset Management, LLC | 28 | 28 | 0.13% | 0.28% | 0.37% | Q4 2016 | Q3 2023 | 28 |
OPPENHEIMER & CO INC | 28 | 28 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Carroll Financial Associates, Inc. | 28 | 28 | 0.04% | 1.94% | 5.11% | Q1 2015 | Q4 2021 | 28 |
JPMORGAN CHASE & CO | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
NOVARE CAPITAL MANAGEMENT LLC | 27 | 27 | 0.03% | 0.10% | 0.19% | Q1 2017 | Q3 2023 | 27 |
GW HENSSLER & ASSOCIATES LTD | 27 | 27 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q3 2023 | 27 |
BROWN ADVISORY INC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
CITIGROUP INC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 19 | 7 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 26 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
IHT Wealth Management, LLC | 26 | 26 | 0.01% | 0.28% | 0.59% | Q2 2017 | Q3 2023 | 26 |
Sigma Planning Corp | 22 | 4 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 26 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 25 | 25 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q4 2022 | 25 |
Patriot Financial Group Insurance Agency, LLC | 17 | 8 | 0.01% | 0.09% | 0.19% | Q4 2016 | Q3 2023 | 25 |
Rehmann Capital Advisory Group | 15 | 2 | 0.04% | 0.12% | 0.20% | Q4 2016 | Q3 2023 | 25 |
Koshinski Asset Management, Inc. | 16 | 1 | 0.05% | 0.08% | 0.23% | Q4 2015 | Q3 2023 | 25 |
DELTEC ASSET MANAGEMENT LLC | 25 | 25 | 0.07% | 0.09% | 0.13% | Q3 2017 | Q3 2023 | 25 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 25 |
Triangle Securities Wealth Management | 25 | 25 | 0.12% | 0.20% | 0.32% | Q3 2017 | Q3 2023 | 25 |
GOLDMAN SACHS GROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 25 |
Legacy Private Trust Co. | 25 | 25 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q3 2023 | 25 |
Raymond James Financial Services Advisors, Inc. | 19 | 1 | 0.01% | 0.20% | 0.39% | Q2 2013 | Q3 2023 | 24 |
Homrich & Berg | 24 | 24 | 0.26% | 0.52% | 0.70% | Q4 2015 | Q3 2021 | 24 |
RMB Capital Management, LLC | 24 | 24 | 0.29% | 0.46% | 0.55% | Q4 2017 | Q3 2023 | 24 |
BEACON FINANCIAL GROUP | 24 | 24 | 2.80% | 5.60% | 7.84% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Chicago Partners Investment Group LLC | 15 | 4 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 24 |
Wharton Business Group, LLC | 15 | 9 | 0.03% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 24 |
Prospera Financial Services Inc | 24 | 24 | 0.01% | 0.05% | 0.14% | Q4 2017 | Q3 2023 | 24 |
HUNTINGTON NATIONAL BANK | 12 | 11 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 23 |
Allen Capital Group, LLC | 20 | 3 | 0.11% | 0.61% | 2.62% | Q4 2017 | Q3 2023 | 23 |
BRYN MAWR TRUST Co | 14 | 9 | 0.01% | 0.12% | 0.29% | Q4 2017 | Q3 2023 | 23 |
Providence Capital Advisors, LLC | 13 | 10 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 23 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 23 |
TAIYO LIFE INSURANCE CO | 23 | 23 | 4.17% | 11.25% | 22.96% | Q1 2018 | Q3 2023 | 23 |
Stratos Wealth Partners, LTD. | 21 | 2 | 0.00% | 0.08% | 0.16% | Q4 2017 | Q3 2023 | 23 |
MML INVESTORS SERVICES, LLC | 23 | 23 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 23 |
FLAGSHIP HARBOR ADVISORS, LLC | 23 | 23 | 0.07% | 0.32% | 0.62% | Q1 2018 | Q3 2023 | 23 |
Asset Dedication, LLC | 23 | 23 | 0.01% | 0.02% | 0.09% | Q1 2018 | Q3 2023 | 23 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Allworth Financial LP | 21 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2023 | 22 |
Brinker Capital Investments, LLC | 20 | 2 | 0.00% | 0.04% | 0.07% | Q1 2015 | Q2 2021 | 22 |
One Capital Management, LLC | 22 | 22 | 2.84% | 3.88% | 5.19% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 1 | 0.00% | 0.10% | 0.32% | Q4 2014 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 22 | 22 | 0.00% | 0.01% | 0.09% | Q2 2018 | Q3 2023 | 22 |
First Horizon Advisors, Inc. | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 | 22 | 0.20% | 0.27% | 0.44% | Q2 2018 | Q3 2023 | 22 |
LINCOLN NATIONAL CORP | 11 | 2 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q3 2023 | 22 |
DAIDO LIFE INSURANCE CO | 22 | 22 | 0.44% | 1.29% | 2.18% | Q1 2018 | Q2 2023 | 22 |
CAHILL FINANCIAL ADVISORS INC | 21 | 21 | 0.09% | 0.94% | 2.87% | Q3 2018 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
Jacobi Capital Management LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2021 | 21 |
Good Life Advisors, LLC | 21 | 21 | 0.61% | 1.04% | 1.76% | Q3 2018 | Q3 2023 | 21 |
Covenant Asset Management, LLC | 21 | 21 | 0.07% | 0.10% | 0.13% | Q3 2018 | Q3 2023 | 21 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 2 | 0.00% | 0.07% | 0.15% | Q3 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 19 | 2 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.02% | 0.09% | Q4 2014 | Q4 2019 | 21 |
Prime Capital Investment Advisors, LLC | 21 | 21 | 0.43% | 0.81% | 1.55% | Q3 2018 | Q3 2023 | 21 |
EATON VANCE MANAGEMENT | 20 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 21 |
HOWARD FINANCIAL SERVICES, LTD. | 20 | 20 | 0.29% | 1.28% | 3.45% | Q4 2018 | Q3 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.27% | 0.47% | 0.79% | Q4 2018 | Q3 2023 | 20 |
Capital Planning Advisors, LLC | 20 | 20 | 0.88% | 1.43% | 2.23% | Q4 2018 | Q3 2023 | 20 |
Barrett Asset Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 20 |
Outlook Wealth Advisors, LLC | 20 | 20 | 0.12% | 1.21% | 5.06% | Q4 2018 | Q3 2023 | 20 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 4 | 0.17% | 0.53% | 0.99% | Q2 2017 | Q3 2022 | 20 |
Baird Financial Group, Inc. | 18 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Northeast Financial Consultants Inc | 20 | 20 | 0.07% | 0.09% | 0.12% | Q4 2018 | Q3 2023 | 20 |
JFS WEALTH ADVISORS, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 20 | 20 | 0.04% | 0.10% | 0.20% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 12 | 8 | 0.00% | 0.00% | 0.05% | Q3 2018 | Q3 2023 | 20 |
RVW Wealth, LLC | 20 | 20 | 1.83% | 4.47% | 5.87% | Q1 2019 | Q4 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
BROOKS, MOORE & ASSOCIATES, INC. | 20 | 20 | 0.60% | 1.22% | 1.69% | Q4 2018 | Q3 2023 | 20 |
REGIONS FINANCIAL CORP | 13 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 19 |
Lantz Financial LLC | 19 | 19 | 0.82% | 1.77% | 2.71% | Q1 2019 | Q3 2023 | 19 |
CNB Bank | 19 | 19 | 0.03% | 0.06% | 0.07% | Q1 2019 | Q3 2023 | 19 |
MONECO Advisors, LLC | 19 | 19 | 0.22% | 0.37% | 0.72% | Q1 2019 | Q3 2023 | 19 |
AE Wealth Management LLC | 19 | 19 | 0.00% | 0.10% | 0.45% | Q1 2019 | Q3 2023 | 19 |
PFG Advisors | 19 | 19 | 0.03% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.01% | 0.04% | 0.13% | Q1 2019 | Q3 2023 | 19 |
Capital Analysts, LLC | 16 | 2 | 0.00% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Windsor Wealth Management, Inc. | 14 | 4 | 0.07% | 0.32% | 0.63% | Q4 2018 | Q3 2023 | 18 |
FinTrust Capital Advisors, LLC | 18 | 18 | 0.02% | 0.10% | 0.33% | Q2 2019 | Q3 2023 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 18 | 18 | 0.01% | 0.13% | 0.65% | Q2 2019 | Q3 2023 | 18 |
Glenview Trust Co | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Cetera Advisors LLC | 18 | 18 | 0.11% | 0.18% | 0.27% | Q2 2019 | Q3 2023 | 18 |
First Heartland Consultants, Inc. | 18 | 18 | 0.04% | 0.14% | 0.24% | Q2 2019 | Q3 2023 | 18 |
Western Wealth Management, LLC | 10 | 8 | 0.08% | 0.18% | 0.43% | Q1 2019 | Q3 2023 | 18 |
Laurel Wealth Advisors LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Stratos Investment Management, LLC | 18 | 18 | 2.59% | 4.49% | 5.44% | Q2 2019 | Q3 2023 | 18 |
SIGNET FINANCIAL MANAGEMENT, LLC | 15 | 3 | 0.00% | 0.09% | 0.22% | Q1 2018 | Q3 2023 | 18 |
HBW ADVISORY SERVICES LLC | 17 | 17 | 0.08% | 1.34% | 4.84% | Q3 2019 | Q3 2023 | 17 |
Well Done, LLC | 15 | 1 | 0.02% | 0.09% | 0.18% | Q1 2018 | Q3 2023 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.02% | 0.24% | Q3 2019 | Q3 2023 | 17 |
Investors Research Corp | 17 | 17 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2023 | 17 |
Jacobus Wealth Management, Inc. | 17 | 17 | 0.28% | 2.48% | 4.17% | Q3 2013 | Q3 2017 | 17 |
Almanack Investment Partners, LLC. | 13 | 1 | 0.08% | 0.24% | 0.38% | Q2 2018 | Q3 2023 | 17 |
Merit Financial Group, LLC | 17 | 17 | 0.10% | 0.26% | 0.76% | Q3 2019 | Q3 2023 | 17 |
CAPTRUST FINANCIAL ADVISORS | 14 | 3 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 17 |
First Allied Advisory Services, Inc. | 17 | 17 | 0.01% | 0.11% | 0.43% | Q3 2016 | Q3 2020 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 17 | 0.01% | 0.05% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 17 |
B. Riley Wealth Advisors, Inc. | 6 | 4 | 0.01% | 0.05% | 0.15% | Q3 2018 | Q3 2023 | 16 |
Live Your Vision, LLC | 16 | 16 | 3.02% | 4.54% | 5.35% | Q2 2015 | Q1 2019 | 16 |
CVA Family Office, LLC | 16 | 16 | 0.15% | 0.32% | 0.66% | Q4 2019 | Q3 2023 | 16 |
Aspen Investment Management Inc | 16 | 16 | 0.22% | 1.08% | 1.82% | Q1 2016 | Q4 2019 | 16 |
Prestige Wealth Management Group LLC | 16 | 16 | 0.00% | 10.54% | 14.18% | Q4 2019 | Q3 2023 | 16 |
TRUST CO OF VERMONT | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
WealthPLAN Partners, LLC | 9 | 2 | 0.00% | 0.08% | 0.13% | Q2 2016 | Q4 2023 | 16 |
Arete Wealth Advisors, LLC | 12 | 4 | 0.02% | 0.07% | 0.49% | Q1 2019 | Q2 2023 | 16 |
Bank of New York Mellon Corp | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 16 |
Occidental Asset Management, LLC | 16 | 16 | 0.20% | 0.43% | 0.56% | Q3 2019 | Q2 2023 | 16 |
West Oak Capital, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SENTINEL PENSION ADVISORS INC | 16 | 16 | 0.53% | 1.16% | 2.42% | Q4 2019 | Q3 2023 | 16 |
Kovack Advisors, Inc. | 8 | 1 | 0.04% | 0.30% | 0.72% | Q3 2015 | Q4 2019 | 16 |
Pacifica Partners Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.14% | 0.34% | 0.65% | Q4 2019 | Q3 2023 | 16 |
Wealthspire Advisors, LLC | 16 | 16 | 0.02% | 0.28% | 0.56% | Q4 2019 | Q3 2023 | 16 |
MUFG Americas Holdings Corp | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2022 | 16 |
RFG Advisory, LLC | 15 | 1 | 0.04% | 0.08% | 0.35% | Q2 2015 | Q3 2023 | 16 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.12% | 0.17% | Q3 2017 | Q2 2021 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 3.10% | 4.01% | 4.95% | Q4 2019 | Q3 2023 | 16 |
FOUNDERS FINANCIAL SECURITIES LLC | 10 | 1 | 0.04% | 0.38% | 0.82% | Q3 2018 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
1832 Asset Management L.P. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Savant Capital, LLC | 15 | 15 | 0.57% | 1.76% | 3.99% | Q1 2020 | Q3 2023 | 15 |
CIBC WORLD MARKET INC. | 11 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Bouchey Financial Group Ltd | 15 | 15 | 2.81% | 3.86% | 4.37% | Q1 2020 | Q3 2023 | 15 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 15 |
Mayfair Advisory Group, LLC | 14 | 1 | 0.40% | 0.53% | 0.78% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.11% | 0.54% | Q4 2019 | Q3 2023 | 15 |
ZEVIN ASSET MANAGEMENT LLC | 15 | 15 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
PARK AVENUE SECURITIES LLC | 15 | 15 | 0.03% | 0.06% | 0.17% | Q1 2020 | Q3 2023 | 15 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 15 | 15 | 0.01% | 0.08% | 0.17% | Q4 2017 | Q2 2021 | 15 |
Meridian Financial Partners LLC | 15 | 15 | 1.46% | 2.32% | 4.35% | Q1 2020 | Q3 2023 | 15 |
SHEETS SMITH WEALTH MANAGEMENT | 15 | 15 | 0.22% | 0.40% | 0.54% | Q1 2020 | Q3 2023 | 15 |
NEXT Financial Group, Inc | 11 | 1 | 0.01% | 0.05% | 0.06% | Q2 2017 | Q4 2021 | 15 |
Beaumont Financial Partners, LLC | 15 | 15 | 0.02% | 0.21% | 0.82% | Q1 2019 | Q3 2022 | 15 |
TD Capital Management LLC | 15 | 15 | 0.13% | 0.35% | 0.82% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.11% | Q2 2016 | Q4 2019 | 15 |
Cetera Investment Advisers | 15 | 15 | 0.18% | 0.46% | 0.73% | Q1 2020 | Q3 2023 | 15 |
NewSquare Capital LLC | 14 | 14 | 0.02% | 0.09% | 0.18% | Q2 2020 | Q3 2023 | 14 |
ACG Wealth | 14 | 14 | 0.16% | 0.64% | 1.33% | Q2 2019 | Q3 2022 | 14 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 7 | 2 | 0.14% | 1.85% | 7.79% | Q2 2019 | Q3 2023 | 14 |
Private Portfolio Partners LLC | 8 | 1 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q3 2023 | 14 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 14 | 14 | 0.06% | 0.08% | 0.14% | Q2 2020 | Q3 2023 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.06% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 14 | 14 | 0.01% | 0.15% | 0.26% | Q2 2015 | Q3 2018 | 14 |
Cresset Asset Management, LLC | 12 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 14 |
Global Strategic Investment Solutions, LLC | 14 | 14 | 0.01% | 0.06% | 0.13% | Q2 2020 | Q3 2023 | 14 |
MENLO ADVISORS LLC | 14 | 14 | 0.26% | 0.63% | 1.22% | Q2 2020 | Q3 2023 | 14 |
Blue Edge Capital, LLC | 13 | 1 | 0.26% | 2.90% | 3.53% | Q4 2017 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2022 | 14 |
JT Stratford LLC | 14 | 14 | 0.17% | 0.30% | 0.61% | Q2 2020 | Q3 2023 | 14 |
Capital Investment Advisory Services, LLC | 8 | 6 | 0.01% | 0.21% | 0.40% | Q4 2018 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.21% | 0.44% | 0.90% | Q4 2019 | Q3 2023 | 14 |
Focused Wealth Management, Inc | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
TRUST CO OF VIRGINIA /VA | 14 | 14 | 0.09% | 0.11% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Redhawk Wealth Advisors, Inc. | 7 | 1 | 0.01% | 0.11% | 0.20% | Q2 2019 | Q3 2023 | 14 |
Citizens National Bank Trust Department | 14 | 14 | 0.81% | 0.97% | 1.21% | Q2 2020 | Q3 2023 | 14 |
Baker Avenue Asset Management, LP | 10 | 4 | 0.00% | 0.17% | 0.47% | Q1 2019 | Q3 2023 | 14 |
SCOTIA CAPITAL INC. | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Private Wealth Strategies, L.L.C. | 14 | 14 | 3.61% | 9.20% | 11.15% | Q2 2020 | Q3 2023 | 14 |
Arkadios Wealth Advisors | 14 | 14 | 0.01% | 0.10% | 0.41% | Q4 2019 | Q1 2023 | 14 |
TSFG, LLC | 14 | 14 | 0.01% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 14 |
Mirador Capital Partners LP | 9 | 5 | 0.09% | 0.14% | 0.17% | Q4 2016 | Q2 2020 | 14 |
Hilltop Holdings Inc. | 14 | 14 | 0.07% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q1 2016 | Q2 2019 | 14 |
Financial Advocates Investment Management | 8 | 5 | 0.03% | 0.16% | 0.37% | Q4 2017 | Q3 2023 | 13 |
Mirae Asset Global Investments Co., Ltd. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
Sanchez Wealth Management Group | 13 | 13 | 0.14% | 2.36% | 4.55% | Q3 2020 | Q3 2023 | 13 |
Advisory Services Network, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 13 |
Ausdal Financial Partners, Inc. | 13 | 13 | 0.26% | 0.32% | 0.46% | Q3 2020 | Q3 2023 | 13 |
Financial Architects, Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2020 | 13 |
GPS Wealth Strategies Group, LLC | 13 | 13 | 0.12% | 2.26% | 7.54% | Q3 2020 | Q3 2023 | 13 |
BlackRock Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.04% | 0.16% | 0.35% | Q3 2020 | Q3 2023 | 13 |
Moloney Securities Asset Management, LLC | 13 | 13 | 0.22% | 0.59% | 0.74% | Q3 2020 | Q3 2023 | 13 |
Fragasso Group Inc. | 13 | 13 | 0.08% | 0.12% | 0.17% | Q4 2020 | Q4 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.27% | 0.34% | 0.44% | Q3 2020 | Q3 2023 | 13 |
GREAT VALLEY ADVISOR GROUP, INC. | 13 | 13 | 0.03% | 0.09% | 0.23% | Q3 2020 | Q3 2023 | 13 |
BANK HAPOALIM BM | 13 | 13 | 0.01% | 0.25% | 0.61% | Q4 2017 | Q4 2020 | 13 |
D.A. DAVIDSON & CO. | 10 | 3 | 0.00% | 0.03% | 0.12% | Q1 2015 | Q3 2023 | 13 |
GLENMEDE TRUST CO NA | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.02% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Ahrens Investment Partners LLC | 8 | 1 | 0.02% | 0.25% | 0.98% | Q1 2018 | Q1 2023 | 12 |
Sound Income Strategies, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Future Financial Wealth Managment LLC | 12 | 12 | 0.66% | 0.81% | 1.24% | Q4 2020 | Q3 2023 | 12 |
PINNACLE ASSOCIATES LTD | 8 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Legacy Wealth Planning, LLC | 12 | 12 | 0.23% | 11.40% | 16.01% | Q4 2019 | Q3 2022 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Spectrum Wealth Advisory Group, LLC | 12 | 12 | 0.23% | 0.29% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Oxinas Partners Wealth Management LLC | 12 | 12 | 0.23% | 3.19% | 5.26% | Q4 2020 | Q3 2023 | 12 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 5 | 0.07% | 0.12% | 0.20% | Q1 2020 | Q3 2023 | 12 |
Latitude Advisors, LLC | 12 | 12 | 0.23% | 0.53% | 1.02% | Q4 2020 | Q3 2023 | 12 |
RMR Wealth Builders | 11 | 1 | 0.07% | 0.11% | 0.16% | Q3 2020 | Q3 2023 | 12 |
Bigelow Investment Advisors, LLC | 12 | 12 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Tranquility Partners, LLC | 12 | 12 | 0.13% | 0.20% | 0.28% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.02% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
NORTHERN TRUST CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Mutual Advisors, LLC | 7 | 5 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.82% | 1.11% | 1.26% | Q4 2020 | Q3 2023 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 0.16% | 0.37% | 0.51% | Q4 2020 | Q3 2023 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.19% | 0.43% | 2.19% | Q4 2020 | Q3 2023 | 12 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2020 | 12 |
ProVise Management Group, LLC | 8 | 4 | 0.03% | 0.22% | 0.42% | Q3 2017 | Q4 2022 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
Clearview Wealth Advisors LLC | 12 | 12 | 0.14% | 0.37% | 0.64% | Q4 2020 | Q3 2023 | 12 |
Gladstone Institutional Advisory LLC | 11 | 1 | 0.06% | 0.17% | 0.33% | Q4 2019 | Q3 2023 | 12 |
Commonwealth Equity Services, Inc | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2017 | 11 |
Charter Oak Capital Management, LLC | 7 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
TOWNSQUARE CAPITAL LLC | 11 | 11 | 0.83% | 1.23% | 1.93% | Q1 2021 | Q3 2023 | 11 |
Bluesphere Advisors, LLC | 11 | 11 | 0.21% | 0.24% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
MEITAV INVESTMENT HOUSE LTD | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 11 | 11 | 12.60% | 17.59% | 19.99% | Q1 2019 | Q3 2021 | 11 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.00% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 11 |
Slow Capital, Inc. | 10 | 1 | 0.10% | 0.13% | 0.22% | Q1 2019 | Q4 2021 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 7.00% | 8.58% | 10.32% | Q1 2021 | Q3 2023 | 11 |
Fortis Advisors, LLC | 11 | 11 | 0.05% | 0.13% | 0.22% | Q3 2017 | Q1 2020 | 11 |
AdvisorNet Financial, Inc | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
MBA Advisors LLC | 11 | 11 | 1.89% | 3.06% | 3.65% | Q1 2021 | Q3 2023 | 11 |
Integrated Wealth Concepts LLC | 5 | 1 | 0.01% | 0.03% | 0.09% | Q4 2017 | Q2 2021 | 11 |
AMERICAN INTERNATIONAL GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 11 |
Main Street Financial Solutions, LLC | 6 | 5 | 0.07% | 0.69% | 1.90% | Q4 2020 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q3 2023 | 11 |
BANK OF NOVA SCOTIA | 7 | 1 | 0.00% | 0.02% | 0.22% | Q4 2018 | Q3 2023 | 11 |
Astoria Strategic Wealth, Inc. | 10 | 10 | 0.08% | 2.44% | 6.31% | Q4 2019 | Q1 2022 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.01% | 0.17% | 0.56% | Q4 2020 | Q3 2023 | 10 |
Snowden Capital Advisors LLC | 7 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 10 |
AVALON CAPITAL MANAGEMENT | 9 | 1 | 0.58% | 1.77% | 2.18% | Q4 2014 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Venturi Wealth Management, LLC | 10 | 10 | 1.00% | 1.81% | 2.56% | Q4 2015 | Q1 2018 | 10 |
Horizon Investments, LLC | 10 | 10 | 0.00% | 1.93% | 4.32% | Q2 2021 | Q3 2023 | 10 |
New World Advisors LLC | 9 | 1 | 0.13% | 0.17% | 0.21% | Q1 2021 | Q3 2023 | 10 |
LEVEL FOUR ADVISORY SERVICES, LLC | 6 | 4 | 0.04% | 0.22% | 0.43% | Q1 2020 | Q3 2023 | 10 |
ALLIANCEBERNSTEIN L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Cornerstone Wealth Management, LLC | 5 | 2 | 0.01% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 10 |
Tarbox Family Office, Inc. | 10 | 10 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q1 2020 | 10 |
Atria Investments, Inc | 6 | 4 | 0.02% | 0.06% | 0.18% | Q2 2018 | Q3 2023 | 10 |
PARSONS CAPITAL MANAGEMENT INC/RI | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Parallel Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Golden State Wealth Management, LLC | 4 | 3 | 0.01% | 0.27% | 0.81% | Q1 2019 | Q1 2022 | 10 |
EP Wealth Advisors, LLC | 6 | 4 | 0.01% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Shepherd Financial Partners LLC | 10 | 10 | 0.06% | 0.07% | 0.09% | Q2 2018 | Q3 2020 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
Cordasco Financial Network | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
GRAY FINANCIAL GROUP /GA /ADV /ADV | 9 | 9 | 0.74% | 7.60% | 10.45% | Q4 2014 | Q4 2016 | 9 |
Glassman Wealth Services | 9 | 9 | 0.27% | 4.55% | 5.72% | Q3 2021 | Q3 2023 | 9 |
Dynamic Advisor Solutions LLC | 5 | 4 | 0.02% | 0.12% | 0.27% | Q1 2019 | Q3 2023 | 9 |
CALTON & ASSOCIATES, INC. | 7 | 1 | 0.02% | 0.08% | 0.12% | Q4 2017 | Q1 2023 | 9 |
OneDigital Investment Advisors LLC | 6 | 3 | 0.02% | 0.25% | 0.72% | Q3 2019 | Q3 2023 | 9 |
NORTHSTAR WEALTH PARTNERS LLC | 9 | 9 | 0.11% | 0.19% | 0.32% | Q1 2017 | Q1 2019 | 9 |
Sargent Bickham Lagudis LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Alta Wealth Advisors LLC | 8 | 1 | 0.18% | 0.46% | 0.56% | Q4 2020 | Q3 2023 | 9 |
Leicht Financial Planning & Wealth Management, Inc. | 9 | 9 | 1.82% | 2.57% | 4.45% | Q2 2020 | Q2 2022 | 9 |
Smart Portfolios, LLC | 9 | 9 | 1.14% | 3.99% | 8.14% | Q2 2019 | Q2 2021 | 9 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 9 |
Sunbelt Securities, Inc. | 8 | 1 | 0.01% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 9 |
ROTHSCHILD INVESTMENT LLC /IL | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
FRANKLIN RESOURCES INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
HYA Advisors, Inc | 9 | 9 | 0.10% | 0.12% | 0.14% | Q2 2020 | Q2 2022 | 9 |
Qube Research & Technologies Ltd | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
55I, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2022 | 9 |
Strategic Family Wealth Counselors, L.L.C. | 9 | 9 | 0.08% | 0.11% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Squar Milner Financial Services LLC | 7 | 2 | 0.10% | 0.88% | 1.47% | Q4 2017 | Q1 2020 | 9 |
TOMPKINS FINANCIAL CORP | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.49% | 0.60% | 0.70% | Q3 2021 | Q3 2023 | 9 |
Sequoia Wealth Management, LLC | 9 | 9 | 1.02% | 2.09% | 6.40% | Q4 2017 | Q4 2019 | 9 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 9 |
Simplicity Solutions, LLC | 8 | 1 | 0.00% | 0.04% | 0.13% | Q1 2019 | Q2 2023 | 9 |
StrategIQ Financial Group, LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Golden State Equity Partners | 6 | 3 | 0.10% | 1.47% | 2.34% | Q4 2020 | Q3 2023 | 9 |
Fort Point Capital Partners LLC | 9 | 9 | 0.05% | 0.10% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Joseph Group Capital Management | 8 | 8 | 0.07% | 0.18% | 0.32% | Q4 2021 | Q3 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q4 2021 | 8 |
BREITER CAPITAL MANAGEMENT INC | 6 | 1 | 0.17% | 1.41% | 2.25% | Q4 2017 | Q2 2021 | 8 |
Ameritas Investment Partners, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
Tranquilli Financial Advisor LLC | 7 | 1 | 0.38% | 1.09% | 2.32% | Q2 2021 | Q3 2023 | 8 |
WEALTH MANAGEMENT RESOURCES, INC. | 8 | 8 | 5.60% | 6.59% | 7.37% | Q4 2021 | Q3 2023 | 8 |
Marcum Wealth, LLC | 8 | 8 | 0.03% | 0.05% | 0.05% | Q1 2021 | Q4 2022 | 8 |
Astoria Portfolio Advisors LLC. | 8 | 8 | 5.40% | 7.87% | 11.32% | Q4 2021 | Q3 2023 | 8 |
First Command Financial Services, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 5.16% | 6.47% | 8.40% | Q4 2021 | Q3 2023 | 8 |
PFS INVESTMENTS INC. | 7 | 1 | 0.20% | 0.59% | 1.30% | Q2 2021 | Q2 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
V Wealth Advisors LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q2 2023 | 8 |
Masso Torrence Wealth Management Inc. | 8 | 8 | 1.57% | 2.51% | 3.15% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.50% | 0.73% | 0.86% | Q1 2021 | Q3 2023 | 8 |
Intelligence Driven Advisers, LLC | 8 | 8 | 0.15% | 5.52% | 11.73% | Q4 2018 | Q3 2020 | 8 |
Biltmore Family Office, LLC | 8 | 8 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.16% | 0.24% | 0.30% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.25% | 0.30% | 0.35% | Q4 2021 | Q3 2023 | 8 |
FIRST MANHATTAN CO. LLC. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
GeoWealth Management, LLC | 7 | 1 | 0.17% | 0.41% | 1.48% | Q3 2021 | Q3 2023 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Spinnaker Investment Group, LLC | 8 | 8 | 0.59% | 10.01% | 12.43% | Q4 2021 | Q3 2023 | 8 |
Compagnie Lombard Odier SCmA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.46% | 0.53% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.66% | 0.79% | 1.22% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ASSETMARK, INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 8 |
First Command Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Avant Capital LLC | 8 | 8 | 3.55% | 3.90% | 4.42% | Q4 2021 | Q3 2023 | 8 |
JONES FINANCIAL COMPANIES LLLP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.04% | 4.34% | 9.06% | Q4 2021 | Q3 2023 | 8 |
Sandy Spring Bank | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
KEYBANK NATIONAL ASSOCIATION/OH | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.04% | 0.59% | 1.87% | Q4 2021 | Q3 2023 | 8 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
First Capital Advisors Group, LLC. | 7 | 7 | 0.48% | 0.52% | 0.59% | Q4 2021 | Q2 2023 | 7 |
WHITTIER TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Perennial Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2021 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.14% | 0.17% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Arlington Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
BKA Wealth Consulting, Inc. | 7 | 7 | 2.35% | 7.47% | 9.52% | Q1 2022 | Q3 2023 | 7 |
Aries Wealth Management | 6 | 1 | 0.17% | 0.94% | 1.27% | Q4 2021 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.12% | 0.29% | 0.58% | Q1 2022 | Q3 2023 | 7 |
Huber Financial Advisors, LLC | 7 | 7 | 4.57% | 14.27% | 16.44% | Q3 2018 | Q1 2020 | 7 |
Aspire Capital Advisors LLC | 7 | 7 | 10.61% | 12.30% | 19.18% | Q1 2022 | Q3 2023 | 7 |
Ruggie Capital Group | 6 | 1 | 0.02% | 0.04% | 0.05% | Q3 2016 | Q2 2018 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Stratos Wealth Advisors, LLC | 6 | 1 | 0.04% | 0.21% | 0.38% | Q2 2021 | Q3 2023 | 7 |
Global Financial Private Capital, Inc | 7 | 7 | 0.12% | 0.14% | 0.15% | Q3 2017 | Q1 2019 | 7 |
IAG Wealth Partners, LLC | 7 | 7 | 0.01% | 0.45% | 1.07% | Q1 2022 | Q3 2023 | 7 |
Kovitz Investment Group Partners, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.05% | 0.08% | 0.17% | Q1 2022 | Q3 2023 | 7 |
CGN Advisors LLC | 7 | 7 | 1.00% | 1.35% | 1.50% | Q2 2022 | Q4 2023 | 7 |
SEI INVESTMENTS CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.62% | 1.04% | 1.89% | Q4 2021 | Q3 2023 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5 | 2 | 0.02% | 0.06% | 0.14% | Q4 2021 | Q3 2023 | 7 |
Klingman & Associates, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Brightworth | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 7 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.79% | 1.40% | 2.76% | Q4 2021 | Q3 2023 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.09% | 0.13% | 0.18% | Q1 2022 | Q4 2023 | 7 |
ShoreHaven Wealth Partners, LLC | 7 | 7 | 1.61% | 1.73% | 1.82% | Q4 2020 | Q2 2022 | 7 |
ROPES WEALTH ADVISORS LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 7 |
Renasant Bank | 7 | 7 | 0.31% | 0.39% | 0.50% | Q4 2020 | Q2 2022 | 7 |
Hamilton Capital, LLC | 7 | 7 | 11.42% | 23.80% | 35.24% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q2 2018 | 7 |
CRA Financial Services, LLC | 7 | 7 | 0.16% | 0.78% | 1.22% | Q1 2022 | Q3 2023 | 7 |
CERTUITY, LLC | 7 | 7 | 0.12% | 1.30% | 1.86% | Q1 2022 | Q3 2023 | 7 |
FDx Advisors, Inc. | 6 | 1 | 0.01% | 0.07% | 0.15% | Q2 2017 | Q3 2023 | 7 |
Obsidian Personal Planning Solutions LLC | 6 | 6 | 0.25% | 0.35% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Claro Advisors LLC | 6 | 6 | 0.23% | 0.58% | 0.96% | Q2 2022 | Q3 2023 | 6 |
Cypress Wealth Services, LLC | 6 | 6 | 0.08% | 0.14% | 0.34% | Q4 2018 | Q1 2020 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
JOHNSON INVESTMENT COUNSEL INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2020 | 6 |
Choice Wealth Advisors, LLC | 5 | 1 | 15.10% | 16.17% | 18.49% | Q1 2022 | Q3 2023 | 6 |
Lloyd Advisory Services, LLC. | 5 | 1 | 0.00% | 0.53% | 1.69% | Q1 2020 | Q1 2022 | 6 |
STEPHENS INC /AR/ | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 6 |
White Pine Investment CO | 6 | 6 | 0.26% | 0.44% | 0.57% | Q2 2022 | Q3 2023 | 6 |
Thrive Wealth Management, LLC | 6 | 6 | 0.10% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 1.50% | 1.87% | 2.21% | Q1 2022 | Q2 2023 | 6 |
ANGELES WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 6 | 6 | 0.34% | 3.31% | 5.18% | Q2 2022 | Q3 2023 | 6 |
AVAII WEALTH MANAGEMENT, LLC | 6 | 6 | 8.57% | 9.79% | 11.01% | Q2 2022 | Q3 2023 | 6 |
Stokes Family Office, LLC | 6 | 6 | 0.04% | 0.08% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Kore Private Wealth LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2021 | 6 |
Truvestments Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.02% | 0.09% | 0.33% | Q2 2022 | Q3 2023 | 6 |
WADDELL & ASSOCIATES, LLC | 6 | 6 | 7.96% | 8.68% | 10.44% | Q2 2022 | Q3 2023 | 6 |
Regent Peak Wealth Advisors LLC | 6 | 6 | 0.09% | 0.13% | 0.16% | Q2 2022 | Q3 2023 | 6 |
SIMON QUICK ADVISORS, LLC | 5 | 1 | 0.03% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 6 |
Allie Family Office LLC | 6 | 6 | 0.25% | 0.60% | 0.93% | Q2 2022 | Q3 2023 | 6 |
Ford Financial Group, LLC | 5 | 1 | 0.02% | 0.14% | 0.28% | Q2 2021 | Q4 2022 | 6 |
WIN ADVISORS, INC | 5 | 1 | 0.02% | 2.95% | 13.64% | Q4 2021 | Q2 2023 | 6 |
Anchor Investment Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 6 |
TimeScale Financial, Inc. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 6 |
MSI Financial Services Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.05% | 0.23% | Q4 2019 | Q3 2023 | 6 |
Cardan Capital Partners, LLC | 6 | 6 | 0.22% | 0.24% | 0.28% | Q3 2018 | Q4 2019 | 6 |
Valmark Advisers, Inc. | 5 | 5 | 0.01% | 0.04% | 0.08% | Q3 2022 | Q3 2023 | 5 |
FIRST FOUNDATION ADVISORS | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
FLAGSTAR ADVISORS INC | 5 | 5 | 0.01% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q2 2023 | 5 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.04% | 0.12% | Q1 2021 | Q2 2023 | 5 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.07% | 0.12% | Q3 2018 | Q3 2023 | 5 |
WEST PACES ADVISORS INC. | 5 | 5 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q1 2021 | 5 |
Addison Advisors LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Avalon Investment & Advisory | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q1 2020 | 5 |
Crestwood Advisors Group, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 5 |
9258 Wealth Management, LLC | 5 | 5 | 0.82% | 1.96% | 2.84% | Q3 2022 | Q3 2023 | 5 |
WHITENER CAPITAL MANAGEMENT, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
SeaCrest Wealth Management, LLC | 5 | 5 | 0.09% | 0.10% | 0.10% | Q3 2022 | Q3 2023 | 5 |
NewEdge Wealth, LLC | 5 | 5 | 0.77% | 0.88% | 0.97% | Q3 2022 | Q3 2023 | 5 |
Summit Trail Advisors, LLC | 5 | 5 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q4 2021 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.01% | 0.14% | 0.49% | Q3 2015 | Q3 2016 | 5 |
EPG Wealth Management LLC | 2 | 1 | 0.01% | 0.05% | 0.08% | Q4 2019 | Q2 2023 | 5 |
Founders Financial Alliance, LLC | 4 | 1 | 0.07% | 0.07% | 0.08% | Q3 2020 | Q4 2021 | 5 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 5 | 5 | 0.19% | 0.23% | 0.38% | Q1 2020 | Q1 2021 | 5 |
Regal Investment Advisors LLC | 5 | 5 | 0.58% | 0.80% | 1.02% | Q3 2022 | Q3 2023 | 5 |
Retirement Planning Group, LLC | 5 | 5 | 0.18% | 0.37% | 0.43% | Q3 2022 | Q3 2023 | 5 |
MGO ONE SEVEN LLC | 4 | 1 | 0.00% | 0.05% | 0.15% | Q4 2018 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q1 2021 | 5 |
Everhart Financial Group, Inc. | 2 | 1 | 0.08% | 0.15% | 0.22% | Q1 2021 | Q2 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
InterOcean Capital, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2020 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
UBS AG | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Integrated Advisors Network LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 5 |
ARGI Investment Services, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
CCG WEALTH MANAGEMENT, LLC | 5 | 5 | 0.20% | 0.32% | 0.60% | Q4 2018 | Q4 2019 | 5 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2018 | 5 |
Advance Capital Management, Inc. | 5 | 5 | 0.05% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Insight Wealth Strategies, LLC | 5 | 5 | 0.04% | 0.08% | 0.10% | Q3 2020 | Q3 2021 | 5 |
LWM Advisory Services, LLC | 5 | 5 | 0.32% | 3.53% | 5.72% | Q2 2022 | Q2 2023 | 5 |
Evercore Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
CAMBRIDGE TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Monterey Private Wealth, Inc. | 5 | 5 | 3.78% | 3.81% | 3.83% | Q3 2022 | Q3 2023 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Belpointe Asset Management LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 5 |
FIRST NATIONAL BANK SIOUX FALLS | 5 | 5 | 0.68% | 0.91% | 1.00% | Q3 2015 | Q3 2016 | 5 |
Barnett & Company, Inc. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Intersect Capital LLC | 5 | 5 | 0.09% | 0.09% | 0.10% | Q4 2018 | Q4 2019 | 5 |
DOPKINS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.77% | 0.93% | 1.04% | Q4 2021 | Q4 2022 | 5 |
Interchange Capital Partners, LLC | 5 | 5 | 0.77% | 1.31% | 1.73% | Q3 2022 | Q3 2023 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q1 2016 | 5 |
Raab & Moskowitz Asset Management LLC | 5 | 5 | 0.15% | 0.24% | 0.33% | Q3 2022 | Q3 2023 | 5 |
Kalos Management, Inc. | 3 | 1 | 0.03% | 0.16% | 0.21% | Q2 2019 | Q1 2023 | 5 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Verum Partners LLC | 4 | 4 | 0.77% | 1.52% | 2.07% | Q4 2022 | Q3 2023 | 4 |
NewFocus Financial Group, LLC | 3 | 1 | 0.06% | 0.76% | 1.12% | Q4 2014 | Q4 2020 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Bogart Wealth, LLC | 2 | 2 | 0.03% | 0.43% | 0.93% | Q1 2019 | Q4 2022 | 4 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
SEAVIEW INVESTMENT MANAGERS LLC | 4 | 4 | 1.06% | 1.26% | 1.72% | Q4 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.05% | 0.14% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 2.38% | 2.50% | 2.75% | Q4 2022 | Q3 2023 | 4 |
CENTRAL TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 4 |
RETIREMENT GUYS FORMULA LLC | 4 | 4 | 1.38% | 1.48% | 1.62% | Q4 2022 | Q3 2023 | 4 |
Rooted Wealth Advisors, Inc. | 4 | 4 | 0.22% | 0.93% | 1.67% | Q4 2022 | Q3 2023 | 4 |
JD Financial Services Inc. | 4 | 4 | 0.95% | 4.67% | 6.49% | Q1 2021 | Q4 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Family Capital Management, Inc. | 4 | 4 | 2.83% | 6.57% | 9.13% | Q4 2022 | Q3 2023 | 4 |
Strategic Blueprint, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
FFG RETIREMENT ADVISORS LLC | 4 | 4 | 2.51% | 2.87% | 3.58% | Q4 2022 | Q3 2023 | 4 |
Roof Eidam Maycock Peralta, LLC | 4 | 4 | 0.71% | 1.04% | 1.34% | Q4 2022 | Q3 2023 | 4 |
Lion Street Advisors, LLC | 3 | 1 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.86% | 1.12% | 1.36% | Q4 2021 | Q3 2022 | 4 |
Schneider Downs Wealth Management Advisors, LP | 4 | 4 | 0.19% | 0.24% | 0.27% | Q1 2017 | Q4 2017 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PALO ALTO WEALTH ADVISORS, LLC | 4 | 4 | 9.92% | 10.51% | 11.16% | Q4 2022 | Q3 2023 | 4 |
Carnegie Capital Asset Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Rappaport Reiches Capital Management, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
StoneX Group Inc. | 4 | 4 | 0.13% | 0.18% | 0.22% | Q1 2019 | Q4 2019 | 4 |
Waterfront Wealth Inc. | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
National Wealth Management Group, LLC | 3 | 1 | 0.26% | 0.35% | 0.45% | Q4 2021 | Q4 2022 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.45% | 0.58% | 0.69% | Q4 2022 | Q3 2023 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Redwood Financial Network Corp | 4 | 4 | 0.43% | 0.69% | 0.93% | Q4 2022 | Q3 2023 | 4 |
Southland Equity Partners LLC | 4 | 4 | 0.19% | 0.24% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Bangor Savings Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.18% | 0.24% | 0.36% | Q4 2022 | Q3 2023 | 4 |
GoalVest Advisory LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
FIDUCIARY SERVICES CORP/GA | 4 | 4 | 0.14% | 0.25% | 0.38% | Q2 2014 | Q1 2015 | 4 |
Hardy Reed LLC | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.21% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Avantax Planning Partners, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CONTINUUM WEALTH ADVISORS, LLC | 4 | 4 | 9.12% | 10.25% | 12.20% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 4.76% | 5.41% | 5.69% | Q4 2022 | Q3 2023 | 4 |
BRINKER CAPITAL INC | 4 | 4 | 0.28% | 0.37% | 0.44% | Q3 2016 | Q2 2017 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.02% | 0.14% | 0.26% | Q4 2019 | Q3 2023 | 4 |
CALIBER WEALTH MANAGEMENT, LLC | 4 | 4 | 0.96% | 1.44% | 1.77% | Q4 2020 | Q3 2021 | 4 |
BB&T SECURITIES, LLC | 3 | 1 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q3 2019 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.14% | 0.14% | 0.15% | Q4 2017 | Q3 2018 | 4 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FREEDOM WEALTH ALLIANCE, LLC | 4 | 4 | 4.91% | 6.25% | 7.22% | Q4 2022 | Q3 2023 | 4 |
TCG Advisors, LP | 3 | 1 | 0.11% | 0.19% | 0.26% | Q2 2019 | Q2 2020 | 4 |
Sowa Financial Group, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Tenret Co LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2021 | Q2 2023 | 4 |
Meridian Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q3 2023 | 4 |
STRATEGIC WEALTH MANAGEMENT INC | 4 | 4 | 2.21% | 3.90% | 5.40% | Q2 2019 | Q1 2020 | 4 |
SECURITY NATIONAL TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Haverford Trust Co | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 3 |
Horizon Wealth Management, LLC | 3 | 3 | 2.42% | 2.56% | 2.82% | Q4 2021 | Q2 2022 | 3 |
L & S Advisors Inc | 3 | 3 | 0.04% | 0.08% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Lauer Wealth, LLC | 3 | 3 | 5.09% | 11.56% | 18.15% | Q1 2023 | Q3 2023 | 3 |
Journey Advisory Group, LLC | 3 | 3 | 1.14% | 1.22% | 1.26% | Q1 2023 | Q3 2023 | 3 |
Key FInancial Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
QCI ASSET MANAGEMENT INC/NY | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
CX Institutional | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Cranbrook Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CPWM, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2019 | Q3 2019 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 2.16% | 2.19% | 2.21% | Q1 2023 | Q3 2023 | 3 |
HOWLAND CAPITAL MANAGEMENT LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Polaris Wealth Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Allianz Asset Management GmbH | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Concord Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Planning Solutions Group LLC | 3 | 3 | 0.34% | 0.39% | 0.42% | Q4 2018 | Q2 2019 | 3 |
PROVENCE WEALTH MANAGEMENT GROUP | 3 | 3 | 1.82% | 1.99% | 2.14% | Q1 2023 | Q3 2023 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.26% | 0.33% | 0.47% | Q2 2021 | Q4 2021 | 3 |
Dakota Wealth Management | 2 | 1 | 0.04% | 0.05% | 0.05% | Q3 2019 | Q4 2022 | 3 |
20/20 Capital Management, Inc. | 3 | 3 | 0.11% | 0.29% | 0.66% | Q4 2020 | Q2 2021 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
WealthShield Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 3 |
Legacy Financial Advisors, Inc. | 3 | 3 | 0.62% | 6.14% | 9.15% | Q1 2023 | Q3 2023 | 3 |
Baldrige Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.04% | 0.24% | 0.34% | Q3 2022 | Q3 2023 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Venture Visionary Partners LLC | 2 | 1 | 0.00% | 0.19% | 0.30% | Q2 2022 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.34% | 0.38% | 0.42% | Q1 2023 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.06% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.02% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.07% | 0.17% | Q4 2021 | Q3 2023 | 3 |
Veritable, L.P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q1 2023 | 3 |
OneAscent Wealth Management LLC | 3 | 3 | 0.73% | 0.80% | 0.88% | Q1 2023 | Q3 2023 | 3 |
Capital One Investing, Inc. | 2 | 1 | 0.07% | 0.09% | 0.12% | Q4 2018 | Q3 2019 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
DHK Financial Advisors, Inc. | 3 | 3 | 0.32% | 1.06% | 1.43% | Q1 2023 | Q3 2023 | 3 |
My Legacy Advisors, LLC | 3 | 3 | 0.11% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.46% | 0.49% | 0.56% | Q2 2021 | Q2 2022 | 3 |
FirstPurpose Wealth LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Thomasville National Bank | 3 | 3 | 0.37% | 0.40% | 0.41% | Q1 2023 | Q3 2023 | 3 |
Hayden Royal, LLC | 3 | 3 | 0.83% | 1.08% | 1.38% | Q1 2019 | Q3 2019 | 3 |
SEGALL BRYANT & HAMILL, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
MEEDER ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.73% | 0.84% | 0.97% | Q2 2021 | Q4 2021 | 3 |
HM PAYSON & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Concert Wealth Management Inc. | 3 | 3 | 0.06% | 0.11% | 0.21% | Q4 2016 | Q2 2017 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Balentine LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Smart Money Group LLC | 3 | 3 | 1.04% | 1.31% | 1.76% | Q1 2020 | Q3 2020 | 3 |
Solano Wealth Management, Inc. | 3 | 3 | 1.10% | 1.13% | 1.17% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q1 2023 | 3 |
S.A. Mason LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q2 2020 | 3 |
DENVER WEALTH MANAGEMENT, INC. | 3 | 3 | 0.24% | 0.29% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.28% | 0.30% | 0.33% | Q4 2021 | Q2 2022 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q2 2021 | 3 |
Hills Bank & Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
GSA CAPITAL PARTNERS LLP | 3 | 3 | 0.05% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.34% | 0.38% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 1.09% | 1.12% | 1.15% | Q1 2023 | Q3 2023 | 3 |
VICUS CAPITAL | 2 | 1 | 0.05% | 0.07% | 0.11% | Q4 2015 | Q4 2016 | 3 |
Fountainhead AM, LLC | 3 | 3 | 0.09% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
GHP Investment Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.04% | 0.09% | 0.14% | Q2 2018 | Q1 2023 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q2 2023 | 2 |
IFG Advisory, LLC | 2 | 2 | 0.64% | 0.67% | 0.70% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q4 2022 | 2 |
GREENLEAF TRUST | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2016 | 2 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 2 |
Diligent Investors, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q1 2017 | Q2 2017 | 2 |
HBC Financial Services, PLLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Orion Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SNS Financial Group, LLC | 2 | 2 | 4.48% | 4.68% | 4.89% | Q2 2023 | Q3 2023 | 2 |
Narwhal Capital Management | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Arcadia Wealth Management, LLC | 2 | 2 | 0.25% | 0.28% | 0.31% | Q4 2022 | Q1 2023 | 2 |
INVENIO WEALTH PARTNERS LLC | 2 | 2 | 3.90% | 4.51% | 5.13% | Q2 2023 | Q3 2023 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Nikulski Financial, Inc. | 2 | 2 | 0.10% | 0.17% | 0.24% | Q2 2023 | Q3 2023 | 2 |
TRUST CO OF TOLEDO NA /OH/ | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q4 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.06% | 0.12% | Q4 2019 | Q4 2021 | 2 |
Parasol Investment Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
WPWealth LLP | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
TCWP LLC | 2 | 2 | 0.40% | 0.44% | 0.48% | Q1 2023 | Q2 2023 | 2 |
Crabel Capital Management, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q2 2023 | 2 |
Howard Capital Management Inc. | 2 | 2 | 0.16% | 0.20% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.16% | 0.34% | 0.51% | Q3 2022 | Q4 2022 | 2 |
Kraft, Davis & Associates, LLC | 2 | 2 | 0.94% | 1.45% | 1.96% | Q2 2023 | Q3 2023 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 2 |
Mason & Associates Inc | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
FINANCIAL COUNSELORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Commonwealth Financial Services, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2016 | Q1 2017 | 2 |
MARIPAU WEALTH MANAGEMENT LLC | 2 | 2 | 0.49% | 0.53% | 0.56% | Q2 2023 | Q3 2023 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2016 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.23% | 0.26% | 0.28% | Q2 2023 | Q3 2023 | 2 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 2 |
Quantitative Advantage, LLC | 2 | 2 | 3.11% | 3.15% | 3.20% | Q4 2018 | Q1 2019 | 2 |
Cresta Advisors, Ltd. | 2 | 2 | 5.72% | 6.64% | 7.56% | Q2 2023 | Q3 2023 | 2 |
NVWM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Cutler Group LLC / CA | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
WJ Wealth Management, LLC | 2 | 2 | 3.25% | 3.56% | 3.87% | Q3 2022 | Q4 2022 | 2 |
TITLEIST CAPITAL, LLC | 2 | 2 | 1.86% | 2.13% | 2.41% | Q3 2022 | Q4 2022 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
WFG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.57% | 0.75% | 0.92% | Q2 2022 | Q3 2022 | 2 |
Tempus Wealth Planning, LLC | 2 | 2 | 0.45% | 0.46% | 0.48% | Q2 2023 | Q3 2023 | 2 |
Stuart Chaussee & Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.05% | 0.08% | 0.11% | Q2 2019 | Q2 2020 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.39% | 0.39% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 2 |
GRIMES & COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 2 |
KWB Wealth | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
SYKON CAPITAL LLC | 2 | 2 | 0.18% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
CHATHAM CAPITAL GROUP, INC. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q4 2018 | Q1 2019 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2014 | 2 |
CWH Capital Management, Inc. | 2 | 2 | 0.13% | 0.18% | 0.23% | Q3 2020 | Q4 2020 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q1 2020 | 2 |
EMERSON INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2015 | Q1 2016 | 2 |
CONNABLE OFFICE INC | 2 | 2 | 0.68% | 0.69% | 0.71% | Q2 2023 | Q3 2023 | 2 |
Stonebridge Financial Planning Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 2 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q4 2018 | 2 |
Key Client Fiduciary Advisors, LLC | 2 | 2 | 0.18% | 0.22% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Comprehensive Financial Consultants Institutional, Inc. | 2 | 2 | 0.12% | 0.18% | 0.24% | Q2 2023 | Q3 2023 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Blue Sky Asset Management, LLC | 2 | 2 | 1.67% | 3.60% | 5.52% | Q4 2019 | Q1 2020 | 2 |
TIAA, FSB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Strategic Wealth Partners Group, LLC | 2 | 2 | 1.89% | 2.40% | 2.92% | Q1 2018 | Q2 2018 | 2 |
UBS ASSET MANAGEMENT AMERICAS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
BOKF, NA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Capital Market Strategies LLC | 2 | 2 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q4 2023 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.07% | 0.14% | Q1 2023 | Q3 2023 | 2 |
RESOLUTE FINANCIAL, LLC | 2 | 2 | 0.29% | 0.30% | 0.30% | Q4 2021 | Q1 2022 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Accel Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Inspire Advisors, LLC | 2 | 2 | 0.28% | 0.34% | 0.41% | Q2 2023 | Q3 2023 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2023 | Q3 2023 | 2 |
AWM CAPITAL, LLC | 2 | 2 | 0.07% | 0.31% | 0.56% | Q1 2023 | Q2 2023 | 2 |
Fiduciary Planning LLC | 1 | 1 | 4.36% | 4.36% | 4.36% | Q3 2023 | Q3 2023 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MJP ASSOCIATES INC /ADV | 1 | 1 | 1.86% | 1.86% | 1.86% | Q4 2022 | Q4 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Trutina Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
KPP Advisory Services LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q3 2023 | Q3 2023 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WealthTrust Asset Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2020 | Q3 2020 | 1 |
Sabal Trust CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Clarity Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2017 | Q4 2017 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
CABANA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2022 | Q3 2022 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
SPINNAKER TRUST | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Monument Capital Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 3.94% | 3.94% | 3.94% | Q3 2023 | Q3 2023 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Palo Capital, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q2 2023 | 1 |
Bickling Financial Services, Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
LaSalle St. Investment Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
XR Securities LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2018 | Q4 2018 | 1 |
Walkner Condon Financial Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
TMD Wealth Management, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BCM ADVISORS, LLC | 1 | 1 | 7.58% | 7.58% | 7.58% | Q3 2023 | Q3 2023 | 1 |
Simplicity Wealth,LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2023 | Q2 2023 | 1 |
Aviance Capital Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q4 2017 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Certified Advisory Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Elk River Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Weaver Consulting Group | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2022 | Q4 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
IAM Advisory, LLC | 1 | 1 | 6.10% | 6.10% | 6.10% | Q3 2023 | Q3 2023 | 1 |
Linscomb & Williams, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Canal Capital Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2015 | Q3 2015 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2016 | Q3 2016 | 1 |
COMMERCE BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Investors Financial Group, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2020 | Q2 2020 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q3 2021 | Q3 2021 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Bridge Advisory, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Team Financial Group, LLC | 1 | 1 | 13.39% | 13.39% | 13.39% | Q3 2023 | Q3 2023 | 1 |
SVA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Retireful, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2023 | Q2 2023 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own WISDOMTREE TR or have owned WISDOMTREE TR in the past.