Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 42 |
Cutler Group LLC / CA | 14 | 14 | 0.00% | 0.01% | 0.09% | Q2 2020 | Q3 2023 | 41 |
WOLVERINE TRADING, LLC | 14 | 14 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q3 2023 | 40 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 40 |
Walleye Trading LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 37 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.09% | 0.25% | Q1 2016 | Q4 2023 | 32 |
JANE STREET GROUP, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 29 |
Cassaday & Co Inc. | 28 | 28 | 0.01% | 0.15% | 2.85% | Q1 2015 | Q4 2021 | 28 |
Sargent Bickham Lagudis LLC | 16 | 11 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q4 2022 | 27 |
HAP Trading, LLC | 12 | 12 | 0.00% | 0.06% | 0.34% | Q2 2020 | Q1 2023 | 27 |
Parallax Volatility Advisers, L.P. | 7 | 2 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q4 2022 | 25 |
ROYAL BANK OF CANADA | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 24 |
CSS LLC/IL | 13 | 13 | 0.00% | 0.12% | 0.40% | Q3 2020 | Q3 2023 | 24 |
UBS Group AG | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 23 |
HighTower Advisors, LLC | 14 | 14 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 21 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 21 |
GOLDMAN SACHS GROUP INC | 14 | 14 | 0.00% | 0.05% | 0.12% | Q2 2020 | Q3 2023 | 20 |
CITIGROUP INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 20 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
BANK OF AMERICA CORP /DE/ | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 18 |
WELLS FARGO & COMPANY/MN | 14 | 14 | 0.00% | 0.04% | 0.12% | Q2 2020 | Q3 2023 | 17 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 16 |
CONTINENTAL ADVISORS LLC | 14 | 14 | 0.20% | 1.58% | 2.76% | Q2 2020 | Q3 2023 | 16 |
M&R CAPITAL MANAGEMENT INC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2023 | 15 |
Creative Planning | 14 | 14 | 0.00% | 0.29% | 0.55% | Q2 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.04% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 15 |
NICOLET ADVISORY SERVICES, LLC | 14 | 14 | 0.00% | 0.95% | 1.28% | Q2 2020 | Q3 2023 | 15 |
D.A. DAVIDSON & CO. | 14 | 14 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 15 |
OPTIMUM INVESTMENT ADVISORS | 15 | 15 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q4 2023 | 15 |
Oakworth Capital, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Kovack Advisors, Inc. | 14 | 14 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
BANK OF MONTREAL /CAN/ | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Raymond James Financial Services Advisors, Inc. | 14 | 14 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Geneos Wealth Management Inc. | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
First Horizon Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
TRUE Private Wealth Advisors | 14 | 14 | 0.03% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Capital Advisors, Ltd. LLC | 14 | 14 | 0.04% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 14 | 14 | 0.13% | 0.18% | 0.22% | Q2 2020 | Q3 2023 | 14 |
CULLEN/FROST BANKERS, INC. | 14 | 14 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Bison Wealth, LLC | 14 | 14 | 0.12% | 0.34% | 0.49% | Q2 2020 | Q3 2023 | 14 |
GREATMARK INVESTMENT PARTNERS, INC. | 14 | 14 | 0.20% | 0.49% | 0.63% | Q2 2020 | Q3 2023 | 14 |
Sumitomo Mitsui Trust Holdings, Inc. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
SECURIAN ASSET MANAGEMENT, INC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Mariner, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BRIGHTON JONES LLC | 14 | 14 | 0.12% | 0.30% | 0.43% | Q2 2020 | Q3 2023 | 14 |
Sculati Wealth Management, LLC | 14 | 14 | 0.29% | 0.82% | 1.26% | Q2 2020 | Q3 2023 | 14 |
Advisory Services Network, LLC | 14 | 14 | 0.09% | 0.16% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Crestone Asset Management LLC | 14 | 14 | 0.27% | 0.69% | 1.32% | Q2 2020 | Q3 2023 | 14 |
Front Row Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FIFTH THIRD BANCORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Invesco Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
McIlrath & Eck, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MORGAN STANLEY | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
CIBC WORLD MARKET INC. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MML INVESTORS SERVICES, LLC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Avion Wealth | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Pointe Capital Management LLC | 14 | 14 | 0.07% | 0.86% | 1.92% | Q2 2020 | Q3 2023 | 14 |
Smithfield Trust Co | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
J.P. Morgan Private Wealth Advisors LLC | 14 | 14 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Bogart Wealth, LLC | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
ATLAS CAPITAL ADVISORS LLC | 14 | 14 | 0.04% | 0.09% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
AdvisorNet Financial, Inc | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Covenant Asset Management, LLC | 14 | 14 | 0.07% | 0.15% | 0.18% | Q2 2020 | Q3 2023 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 14 |
ISLAY CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.14% | 0.56% | 0.85% | Q2 2020 | Q3 2023 | 14 |
Berkeley Capital Partners, LLC | 14 | 14 | 0.52% | 0.94% | 1.28% | Q2 2020 | Q3 2023 | 14 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14 | 14 | 0.00% | 0.01% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Stamos Capital Partners, L.P. | 14 | 14 | 0.44% | 1.44% | 2.69% | Q2 2020 | Q3 2023 | 14 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 14 |
Parallel Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Freestone Capital Holdings, LLC | 14 | 14 | 0.04% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Cerity Partners LLC | 14 | 14 | 0.01% | 0.02% | 0.14% | Q2 2020 | Q3 2023 | 14 |
First PREMIER Bank | 14 | 14 | 0.23% | 0.30% | 0.38% | Q2 2020 | Q3 2023 | 14 |
Sageworth Trust Co | 14 | 14 | 0.13% | 0.91% | 3.26% | Q2 2020 | Q3 2023 | 14 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Jaffetilchin Investment Partners, LLC | 14 | 14 | 0.06% | 0.23% | 1.19% | Q2 2020 | Q3 2023 | 14 |
US BANCORP \DE\ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Ancora Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Sigma Planning Corp | 14 | 14 | 0.02% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
ArchPoint Investors | 14 | 14 | 0.04% | 1.09% | 2.21% | Q2 2020 | Q3 2023 | 14 |
Brick & Kyle, Associates | 14 | 14 | 0.41% | 2.07% | 3.04% | Q2 2020 | Q3 2023 | 14 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 14 | 14 | 0.42% | 0.63% | 0.88% | Q2 2020 | Q3 2023 | 14 |
GOULD ASSET MANAGEMENT LLC /CA/ | 14 | 14 | 0.18% | 0.23% | 0.28% | Q2 2020 | Q3 2023 | 14 |
IFP Advisors, Inc | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Gradient Investments LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PIN OAK INVESTMENT ADVISORS INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
SG Americas Securities, LLC | 14 | 14 | 0.00% | 0.03% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Sound Income Strategies, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
DEUTSCHE BANK AG\ | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
PINNACLE ASSOCIATES LTD | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
NORTHWEST WEALTH MANAGEMENT, LLC | 14 | 14 | 0.21% | 0.30% | 0.50% | Q2 2020 | Q3 2023 | 14 |
CHOREO, LLC | 14 | 14 | 0.72% | 1.36% | 3.36% | Q2 2020 | Q3 2023 | 14 |
Intellectus Partners, LLC | 14 | 14 | 0.10% | 0.22% | 0.44% | Q2 2020 | Q3 2023 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 14 | 14 | 0.03% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 14 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 14 | 14 | 0.16% | 0.28% | 0.35% | Q2 2020 | Q3 2023 | 14 |
Ballew Advisors, Inc | 14 | 14 | 0.19% | 0.28% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Samalin Investment Counsel, LLC | 14 | 14 | 0.68% | 1.01% | 1.23% | Q2 2020 | Q3 2023 | 14 |
ATTICUS WEALTH MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
GAMCO INVESTORS, INC. ET AL | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
BESSEMER GROUP INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Private Advisor Group, LLC | 14 | 14 | 0.01% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 14 |
MUHLENKAMP & CO INC | 11 | 3 | 2.42% | 3.39% | 4.64% | Q2 2020 | Q4 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 14 | 14 | 0.03% | 0.06% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Powell Investment Advisors, LLC | 14 | 14 | 0.26% | 0.36% | 0.56% | Q2 2020 | Q3 2023 | 14 |
COMMERCE BANK | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Chicago Partners Investment Group LLC | 14 | 14 | 0.11% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 14 |
DEARBORN PARTNERS LLC | 14 | 14 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Wealth Alliance | 14 | 14 | 1.04% | 1.28% | 1.58% | Q2 2020 | Q3 2023 | 14 |
Sunbelt Securities, Inc. | 14 | 14 | 0.04% | 0.38% | 0.57% | Q2 2020 | Q3 2023 | 14 |
HUNTINGTON NATIONAL BANK | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
SeaCrest Wealth Management, LLC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Apollon Wealth Management, LLC | 14 | 14 | 0.03% | 0.23% | 1.02% | Q2 2020 | Q3 2023 | 14 |
BBR PARTNERS, LLC | 14 | 14 | 0.06% | 0.10% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Sandy Spring Bank | 14 | 14 | 0.01% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Lido Advisors, LLC | 14 | 14 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CENTRAL TRUST Co | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Savant Capital, LLC | 14 | 14 | 0.02% | 0.05% | 0.14% | Q2 2020 | Q3 2023 | 14 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
SALEM INVESTMENT COUNSELORS INC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Barry Investment Advisors, LLC | 14 | 14 | 0.20% | 0.39% | 0.61% | Q2 2020 | Q3 2023 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MV CAPITAL MANAGEMENT, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Jackson Hole Capital Partners, LLC | 14 | 14 | 0.47% | 0.72% | 1.12% | Q2 2020 | Q3 2023 | 14 |
B. Riley Wealth Advisors, Inc. | 14 | 14 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
HHM Wealth Advisors, LLC | 14 | 14 | 0.03% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 14 |
BLAIR WILLIAM & CO/IL | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
FFT WEALTH MANAGEMENT LLC | 14 | 14 | 0.03% | 1.76% | 4.48% | Q2 2020 | Q3 2023 | 14 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisors LLC | 14 | 14 | 0.08% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.01% | 0.04% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Janney Montgomery Scott LLC | 14 | 14 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
NICOLET BANKSHARES INC | 14 | 14 | 0.26% | 0.65% | 1.13% | Q2 2020 | Q3 2023 | 14 |
North Star Investment Management Corp. | 14 | 14 | 0.01% | 0.15% | 0.29% | Q2 2020 | Q3 2023 | 14 |
S. R. Schill & Associates | 14 | 14 | 0.21% | 0.79% | 1.61% | Q2 2020 | Q3 2023 | 14 |
DIVIDEND ASSETS CAPITAL, LLC | 14 | 14 | 0.08% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES & ASSOCIATES | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Waldron Private Wealth LLC | 14 | 14 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
DAVENPORT & Co LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Carmichael Hill & Associates, Inc. | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
WADE G W & INC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
BlackRock Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 14 |
NORTHERN TRUST CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES TRUST N.A. | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Baird Financial Group, Inc. | 14 | 14 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Wakefield Asset Management LLLP | 14 | 14 | 0.49% | 0.76% | 1.14% | Q2 2020 | Q3 2023 | 14 |
Argent Advisors, Inc. | 14 | 14 | 0.23% | 0.35% | 1.04% | Q2 2020 | Q3 2023 | 14 |
Stratos Wealth Partners, LTD. | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
STIFEL FINANCIAL CORP | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Allen Investment Management, LLC | 14 | 14 | 0.29% | 0.47% | 0.70% | Q2 2020 | Q3 2023 | 14 |
LPL Financial LLC | 14 | 14 | 0.03% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
FMR LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
STEPHENS INC /AR/ | 14 | 14 | 0.55% | 0.73% | 1.00% | Q2 2020 | Q3 2023 | 14 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 14 | 0.27% | 0.30% | 0.35% | Q2 2020 | Q3 2023 | 14 |
Krilogy Financial LLC | 14 | 14 | 0.03% | 0.11% | 0.23% | Q2 2020 | Q3 2023 | 14 |
OPPENHEIMER & CO INC | 14 | 14 | 0.01% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 14 |
MCKINLEY CAPITAL MANAGEMENT LLC | 14 | 14 | 0.25% | 0.54% | 0.91% | Q2 2020 | Q3 2023 | 14 |
JPMORGAN CHASE & CO | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.07% | 0.17% | 0.43% | Q2 2020 | Q3 2023 | 14 |
LAKE STREET PRIVATE WEALTH, LLC | 14 | 14 | 0.26% | 0.36% | 0.48% | Q2 2020 | Q3 2023 | 14 |
Hilltop Holdings Inc. | 14 | 14 | 0.07% | 0.27% | 0.51% | Q2 2020 | Q3 2023 | 14 |
SYNOVUS FINANCIAL CORP | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Gilman Hill Asset Management, LLC | 14 | 14 | 0.04% | 0.08% | 0.24% | Q2 2020 | Q3 2023 | 14 |
STEEL GROVE CAPITAL ADVISORS, LLC | 14 | 14 | 0.05% | 0.46% | 1.97% | Q2 2020 | Q3 2023 | 14 |
Greytown Advisors Inc. | 14 | 14 | 0.38% | 0.92% | 1.82% | Q2 2020 | Q3 2023 | 14 |
FIRST FOUNDATION ADVISORS | 13 | 13 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
SMITH, MOORE & CO. | 12 | 1 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.05% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 13 |
FIFTH THIRD SECURITIES, INC. | 7 | 6 | 0.12% | 0.73% | 1.66% | Q2 2020 | Q3 2023 | 13 |
Fort Point Capital Partners LLC | 13 | 13 | 0.05% | 0.64% | 2.27% | Q3 2020 | Q3 2023 | 13 |
HYMAN CHARLES D | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Edge Wealth Management LLC | 13 | 13 | 0.05% | 0.14% | 0.24% | Q3 2020 | Q3 2023 | 13 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Baystate Wealth Management LLC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Prospera Financial Services Inc | 12 | 1 | 0.07% | 0.14% | 0.21% | Q2 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 5 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
Cetera Advisor Networks LLC | 12 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 13 |
WealthTrust Axiom LLC | 12 | 1 | 0.08% | 0.12% | 0.18% | Q2 2020 | Q3 2023 | 13 |
COURIER CAPITAL LLC | 12 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
OneDigital Investment Advisors LLC | 12 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Keudell/Morrison Wealth Management | 10 | 3 | 0.06% | 0.20% | 0.51% | Q2 2020 | Q3 2023 | 13 |
Disciplined Investments, LLC | 13 | 13 | 0.02% | 0.04% | 0.17% | Q2 2020 | Q2 2023 | 13 |
Ameritas Investment Partners, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Global Retirement Partners, LLC | 7 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Elgethun Capital Management | 13 | 13 | 1.47% | 1.86% | 2.20% | Q3 2020 | Q3 2023 | 13 |
Aurora Private Wealth, Inc. | 12 | 1 | 0.11% | 0.48% | 1.32% | Q2 2020 | Q3 2023 | 13 |
Pekin Hardy Strauss, Inc. | 12 | 1 | 0.07% | 0.34% | 0.43% | Q2 2020 | Q3 2023 | 13 |
TIAA, FSB | 13 | 13 | 0.14% | 0.21% | 0.35% | Q2 2020 | Q2 2023 | 13 |
PARK AVENUE SECURITIES LLC | 7 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Prime Capital Investment Advisors, LLC | 9 | 4 | 0.25% | 0.32% | 0.49% | Q2 2020 | Q3 2023 | 13 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 13 | 0.12% | 0.38% | 0.76% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
VisionPoint Advisory Group, LLC | 13 | 13 | 0.13% | 2.58% | 4.06% | Q3 2020 | Q3 2023 | 13 |
Arete Wealth Advisors, LLC | 13 | 13 | 0.03% | 0.08% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Equitable Holdings, Inc. | 10 | 3 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.18% | 0.22% | 0.29% | Q3 2020 | Q3 2023 | 13 |
WESBANCO BANK INC | 11 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Veritable, L.P. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 13 |
Integrated Advisors Network LLC | 12 | 1 | 0.03% | 0.23% | 0.42% | Q2 2020 | Q3 2023 | 13 |
Independence Bank of Kentucky | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Southern Farm Bureau Life Insurance | 12 | 12 | 0.52% | 1.11% | 2.01% | Q4 2020 | Q3 2023 | 12 |
FWL INVESTMENT MANAGEMENT, LLC | 12 | 12 | 4.50% | 5.97% | 8.13% | Q4 2020 | Q3 2023 | 12 |
Stonebridge Capital Advisors LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 12 |
Appaloosa LP | 12 | 12 | 0.32% | 0.74% | 1.09% | Q2 2020 | Q1 2023 | 12 |
ZACKS INVESTMENT MANAGEMENT | 8 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.18% | 0.31% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Integrated Wealth Concepts LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Neuberger Berman Group LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 12 |
FORTEM FINANCIAL GROUP, LLC | 12 | 12 | 0.10% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Vigilare Wealth Management | 12 | 12 | 0.44% | 1.14% | 2.39% | Q1 2021 | Q4 2023 | 12 |
NOVARE CAPITAL MANAGEMENT LLC | 12 | 12 | 0.79% | 0.98% | 1.19% | Q4 2020 | Q3 2023 | 12 |
Visionary Wealth Advisors | 10 | 2 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 12 |
Vivaldi Capital Management LP | 12 | 12 | 0.06% | 0.17% | 0.27% | Q2 2020 | Q1 2023 | 12 |
Good Life Advisors, LLC | 10 | 1 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.89% | 2.45% | 5.15% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
REGIONS FINANCIAL CORP | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Keystone Financial Group | 9 | 1 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 12 |
Astor Investment Management LLC | 7 | 2 | 0.05% | 0.32% | 0.45% | Q2 2020 | Q3 2023 | 12 |
NewEdge Advisors, LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
SIGNATUREFD, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.06% | 0.11% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Proficio Capital Partners LLC | 6 | 5 | 0.01% | 1.10% | 2.21% | Q2 2020 | Q3 2023 | 12 |
Tower Research Capital LLC (TRC) | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
COWA, LLC | 12 | 12 | 0.62% | 1.56% | 3.42% | Q4 2020 | Q3 2023 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10 | 1 | 0.05% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 12 |
Dynamic Advisor Solutions LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Millburn Ridgefield Corp | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q1 2023 | 12 |
WEDBUSH SECURITIES INC | 11 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 12 |
PSI Advisors, LLC | 11 | 1 | 0.08% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 12 |
LINCOLN NATIONAL CORP | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 12 |
Heartwood Wealth Advisors LLC | 11 | 1 | 0.05% | 1.05% | 2.13% | Q2 2020 | Q3 2023 | 12 |
Gs Investments, Inc. | 10 | 1 | 0.01% | 0.02% | 0.09% | Q3 2020 | Q3 2023 | 11 |
Arlington Partners LLC | 11 | 11 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q4 2022 | 11 |
NWAM LLC | 9 | 2 | 0.03% | 0.26% | 0.40% | Q4 2020 | Q3 2023 | 11 |
SHIKIAR ASSET MANAGEMENT INC | 8 | 3 | 0.07% | 1.48% | 2.11% | Q4 2020 | Q3 2023 | 11 |
Fortis Advisors, LLC | 11 | 11 | 0.19% | 0.73% | 0.99% | Q1 2021 | Q3 2023 | 11 |
Tidal Investments LLC | 11 | 11 | 0.01% | 0.02% | 0.07% | Q4 2020 | Q2 2023 | 11 |
Sugarloaf Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
PATTEN & PATTEN INC/TN | 6 | 1 | 0.02% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 11 |
HCR Wealth Advisors | 11 | 11 | 0.26% | 0.31% | 0.35% | Q1 2021 | Q3 2023 | 11 |
Dana Investment Advisors, Inc. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Hillsdale Investment Management Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
BDO Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
HANCOCK WHITNEY CORP | 10 | 1 | 0.01% | 0.10% | 0.21% | Q4 2020 | Q3 2023 | 11 |
WealthBridge Capital Management, LLC | 11 | 11 | 0.10% | 0.31% | 0.60% | Q1 2021 | Q3 2023 | 11 |
TIEMANN INVESTMENT ADVISORS, LLC | 11 | 11 | 0.19% | 0.25% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Belpointe Asset Management LLC | 9 | 1 | 0.01% | 0.04% | 0.16% | Q2 2020 | Q3 2023 | 11 |
SFMG, LLC | 11 | 11 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Graypoint LLC | 11 | 11 | 0.05% | 0.09% | 0.11% | Q1 2021 | Q3 2023 | 11 |
BOENNING & SCATTERGOOD, INC. | 11 | 11 | 0.11% | 0.26% | 0.40% | Q2 2020 | Q4 2022 | 11 |
GRIFFIN ASSET MANAGEMENT, INC. | 11 | 11 | 0.03% | 0.06% | 0.15% | Q1 2021 | Q3 2023 | 11 |
CITY HOLDING CO | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.34% | 0.47% | 0.62% | Q4 2020 | Q2 2023 | 11 |
NVWM, LLC | 11 | 11 | 0.00% | 0.31% | 0.70% | Q1 2021 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Bank of New York Mellon Corp | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Bollard Group LLC | 11 | 11 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Cypress Capital Management LLC (WY) | 11 | 11 | 0.01% | 1.78% | 3.33% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Golden Green, Inc. | 11 | 11 | 2.69% | 5.28% | 8.46% | Q1 2021 | Q3 2023 | 11 |
Provident Wealth Management, LLC | 11 | 11 | 0.50% | 0.89% | 1.37% | Q1 2021 | Q3 2023 | 11 |
Spouting Rock Asset Management, LLC | 7 | 1 | 0.42% | 0.90% | 1.60% | Q2 2020 | Q3 2023 | 11 |
Brookstone Capital Management | 10 | 10 | 0.04% | 0.08% | 0.15% | Q2 2021 | Q3 2023 | 10 |
FRANKLIN RESOURCES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Credit Capital Investments LLC | 10 | 10 | 1.42% | 2.90% | 5.01% | Q2 2020 | Q3 2022 | 10 |
Activest Wealth Management | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Laidlaw Wealth Management LLC | 7 | 3 | 0.05% | 0.13% | 0.23% | Q4 2020 | Q2 2023 | 10 |
Ellis Investment Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
Blume Capital Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Laird Norton Wetherby Trust Company, LLC | 10 | 10 | 0.05% | 0.09% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Checchi Capital Advisers, LLC | 10 | 10 | 0.48% | 0.62% | 0.78% | Q2 2021 | Q3 2023 | 10 |
American Portfolios Advisors | 10 | 10 | 0.01% | 0.04% | 0.12% | Q2 2020 | Q3 2022 | 10 |
Resonant Capital Advisors, LLC | 9 | 1 | 0.18% | 0.24% | 0.49% | Q2 2020 | Q3 2023 | 10 |
Beirne Wealth Consulting Services, LLC | 10 | 10 | 0.17% | 0.47% | 0.84% | Q2 2021 | Q3 2023 | 10 |
Caption Management, LLC | 4 | 2 | 0.01% | 0.06% | 0.12% | Q2 2020 | Q4 2022 | 10 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 3 | 1 | 0.01% | 0.88% | 3.27% | Q3 2020 | Q1 2023 | 10 |
ASSETMARK, INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
CPWM, LLC | 10 | 10 | 0.03% | 0.05% | 0.10% | Q2 2020 | Q3 2022 | 10 |
NTV ASSET MANAGEMENT LLC | 9 | 1 | 0.04% | 0.29% | 0.50% | Q2 2020 | Q3 2023 | 10 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 10 | 10 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 10 | 10 | 0.16% | 0.23% | 0.34% | Q2 2021 | Q3 2023 | 10 |
9258 Wealth Management, LLC | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
AE Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
American Research & Management Co. | 10 | 10 | 0.27% | 2.29% | 3.32% | Q2 2020 | Q3 2022 | 10 |
Bell Bank | 10 | 10 | 0.04% | 0.05% | 0.09% | Q2 2020 | Q3 2022 | 10 |
FinTrust Capital Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
Renaissance Technologies | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Americana Partners, LLC | 10 | 10 | 0.04% | 0.11% | 0.54% | Q2 2021 | Q3 2023 | 10 |
MONETA GROUP INVESTMENT ADVISORS LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Fortress Wealth Group, LLC | 10 | 10 | 0.17% | 0.31% | 0.47% | Q2 2021 | Q3 2023 | 10 |
SCS Capital Management LLC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
B. Riley Wealth Management, Inc. | 9 | 9 | 0.00% | 0.12% | 0.18% | Q2 2020 | Q2 2022 | 9 |
EPG Wealth Management LLC | 5 | 4 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 9 |
Cordasco Financial Network | 9 | 9 | 0.06% | 0.09% | 0.16% | Q2 2020 | Q2 2022 | 9 |
Simmons Bank | 8 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 9 | 9 | 0.01% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
COMERICA BANK | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Pettinga Financial Advisors LLC | 9 | 9 | 0.08% | 0.16% | 0.19% | Q4 2020 | Q4 2022 | 9 |
Sowell Financial Services LLC | 4 | 1 | 0.00% | 0.05% | 0.16% | Q2 2020 | Q3 2023 | 9 |
Jefferies Group LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
LAKE STREET ADVISORS GROUP, LLC | 9 | 9 | 0.02% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 |
MCF Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 9 |
Plante Moran Financial Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q1 2023 | 9 |
BTS Asset Management, Inc. | 9 | 9 | 0.08% | 0.57% | 2.31% | Q3 2021 | Q3 2023 | 9 |
Intersect Capital LLC | 9 | 9 | 0.04% | 0.09% | 0.20% | Q2 2020 | Q2 2022 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.18% | 0.31% | 0.43% | Q2 2021 | Q3 2023 | 9 |
NOMURA ASSET MANAGEMENT CO LTD | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 9 |
Kingsview Wealth Management, LLC | 6 | 3 | 0.02% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 9 |
Intrinsic Edge Capital Management LLC | 8 | 1 | 0.17% | 0.73% | 1.60% | Q2 2021 | Q3 2023 | 9 |
Brinker Capital Investments, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Crabel Capital Management, LLC | 5 | 4 | 0.06% | 0.16% | 0.43% | Q1 2021 | Q3 2023 | 9 |
Compagnie Lombard Odier SCmA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Advisory Services & Investments, LLC | 7 | 2 | 0.27% | 1.11% | 2.17% | Q1 2021 | Q2 2023 | 9 |
Westside Investment Management, Inc. | 7 | 2 | 0.00% | 0.12% | 0.38% | Q2 2020 | Q3 2023 | 9 |
Sutton Wealth Advisors Inc. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.05% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Orion Portfolio Solutions, LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 9 |
Alpha Cubed Investments, LLC | 9 | 9 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q4 2022 | 9 |
Asset Dedication, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
Alpha Omega Wealth Management LLC | 8 | 1 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Walker Asset Management, LLC | 9 | 9 | 0.40% | 0.44% | 0.49% | Q4 2021 | Q4 2023 | 9 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7 | 2 | 0.01% | 0.06% | 0.16% | Q3 2020 | Q3 2023 | 9 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.11% | 0.14% | 0.16% | Q1 2021 | Q3 2023 | 8 |
Independent Wealth Network Inc. | 7 | 1 | 0.14% | 0.17% | 0.21% | Q3 2021 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 5 | 1 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.56% | 0.60% | 0.66% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 7 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 8 |
J. Goldman & Co LP | 4 | 1 | 0.01% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 8 |
Kore Private Wealth LLC | 8 | 8 | 0.10% | 0.16% | 0.23% | Q4 2020 | Q3 2022 | 8 |
WADDELL & ASSOCIATES, LLC | 7 | 1 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 8 |
FARMERS & MERCHANTS INVESTMENTS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.13% | 0.17% | 0.20% | Q2 2020 | Q4 2022 | 8 |
Lavaca Capital LLC | 6 | 6 | 0.13% | 0.28% | 0.37% | Q2 2022 | Q3 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Mascoma Wealth Management LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
Pensionmark Financial Group, LLC | 8 | 8 | 0.07% | 0.23% | 0.36% | Q4 2021 | Q3 2023 | 8 |
RFG HOLDINGS, INC. | 8 | 8 | 0.13% | 0.23% | 0.38% | Q3 2021 | Q2 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Bedell Frazier Investment Counselling, LLC | 8 | 8 | 0.26% | 0.34% | 0.64% | Q2 2020 | Q1 2022 | 8 |
Raab & Moskowitz Asset Management LLC | 8 | 8 | 0.08% | 0.19% | 0.26% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Miller Investment Management, LP | 8 | 8 | 0.13% | 2.16% | 3.51% | Q4 2021 | Q3 2023 | 8 |
EASTERLY INVESTMENT PARTNERS LLC | 8 | 8 | 0.11% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Kalos Management, Inc. | 7 | 1 | 0.01% | 0.14% | 0.20% | Q2 2020 | Q1 2023 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Riggs Asset Managment Co. Inc. | 8 | 8 | 0.01% | 1.46% | 2.04% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.02% | 0.08% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Archer Investment Corp | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FIRST AMERICAN TRUST, FSB | 6 | 2 | 0.04% | 1.98% | 3.38% | Q4 2020 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 1 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.02% | 0.08% | Q1 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.18% | 0.26% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Regal Investment Advisors LLC | 8 | 8 | 0.13% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Bartlett & Co. LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 8 |
Trust Asset Management LLC | 8 | 8 | 0.12% | 0.45% | 0.88% | Q2 2020 | Q1 2022 | 8 |
HERBST GROUP, LLC | 8 | 8 | 2.49% | 3.15% | 3.56% | Q4 2021 | Q3 2023 | 8 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.66% | 1.17% | 1.43% | Q1 2021 | Q4 2022 | 8 |
Financial Advocates Investment Management | 4 | 4 | 0.01% | 0.06% | 0.12% | Q3 2021 | Q3 2023 | 8 |
Naviter Wealth, LLC | 8 | 8 | 4.02% | 6.77% | 8.89% | Q4 2021 | Q3 2023 | 8 |
EXENCIAL WEALTH ADVISORS, LLC | 6 | 1 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q4 2022 | 8 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
Arkos Global Advisors | 8 | 8 | 0.22% | 0.27% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Bedel Financial Consulting, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Greystone Financial Group, LLC | 8 | 8 | 0.05% | 1.70% | 2.58% | Q3 2021 | Q2 2023 | 8 |
KINGS POINT CAPITAL MANAGEMENT | 8 | 8 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q1 2022 | 8 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.12% | 0.22% | Q3 2021 | Q4 2022 | 8 |
Tradition Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Gainplan LLC | 5 | 2 | 0.09% | 0.20% | 0.48% | Q1 2021 | Q1 2023 | 7 |
WEALTHSOURCE PARTNERS, LLC | 5 | 2 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 7 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.04% | 0.13% | Q3 2020 | Q1 2023 | 7 |
SG3 Management, LLC | 4 | 4 | 0.01% | 0.05% | 0.07% | Q1 2021 | Q4 2021 | 7 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 6 | 1 | 0.91% | 2.15% | 2.99% | Q4 2021 | Q3 2023 | 7 |
Cresset Asset Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 7 |
IHT Wealth Management, LLC | 5 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 7 |
BALDWIN BROTHERS LLC/MA | 7 | 7 | 0.01% | 0.77% | 1.12% | Q2 2022 | Q4 2023 | 7 |
Wealthspire Advisors, LLC | 6 | 1 | 0.03% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 7 |
Capital Financial Services, LLC | 7 | 7 | 0.34% | 1.31% | 1.80% | Q2 2021 | Q4 2022 | 7 |
Chicago Wealth Management, Inc. | 7 | 7 | 3.94% | 6.32% | 8.48% | Q3 2021 | Q1 2023 | 7 |
CLEAR STREET MARKETS LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Sound Point Capital Management, LP | 7 | 7 | 1.52% | 3.04% | 4.34% | Q2 2020 | Q4 2021 | 7 |
Onyx Bridge Wealth Group LLC | 7 | 7 | 0.11% | 0.16% | 0.22% | Q1 2022 | Q3 2023 | 7 |
REGENTATLANTIC CAPITAL LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 7 |
Kathleen S. Wright Associates Inc. | 4 | 3 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.18% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 7 |
OAK FAMILY ADVISORS, LLC | 7 | 7 | 0.34% | 0.86% | 1.77% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
SEARCY FINANCIAL SERVICES INC /ADV | 7 | 7 | 5.68% | 7.26% | 8.50% | Q1 2022 | Q3 2023 | 7 |
ENTERPRISE FINANCIAL SERVICES CORP | 7 | 7 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2022 | 7 |
Segment Wealth Management, LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 7 |
Essex Financial Services, Inc. | 7 | 7 | 0.02% | 0.16% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Pacific Center for Financial Services | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Summit Financial Wealth Advisors, LLC | 7 | 7 | 0.04% | 1.58% | 3.07% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.31% | 0.46% | 0.56% | Q1 2022 | Q3 2023 | 7 |
Wealthfront Advisers LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Keel Point, LLC | 4 | 3 | 0.05% | 0.14% | 0.23% | Q4 2020 | Q3 2022 | 7 |
Virtue Capital Management, LLC | 3 | 1 | 0.04% | 0.10% | 0.24% | Q2 2020 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
McGowan Group Asset Management, Inc. | 7 | 7 | 0.12% | 0.12% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Joseph P. Lucia & Associates, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 7 |
Aveo Capital Partners, LLC | 7 | 7 | 0.06% | 0.70% | 0.99% | Q1 2022 | Q3 2023 | 7 |
SITTNER & NELSON, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Wellington Shields Capital Management, LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Founders Capital Management | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2023 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
ARES MANAGEMENT LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
CHILDRESS CAPITAL ADVISORS, LLC | 7 | 7 | 0.17% | 0.24% | 0.36% | Q1 2022 | Q3 2023 | 7 |
RATIONAL ADVISORS LLC | 7 | 7 | 5.92% | 6.32% | 6.66% | Q1 2022 | Q3 2023 | 7 |
Investors Financial Group, LLC | 7 | 7 | 0.36% | 0.53% | 0.68% | Q2 2020 | Q4 2021 | 7 |
Sierra Capital LLC | 7 | 7 | 0.06% | 0.17% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Claybrook Capital, LLC | 6 | 6 | 0.32% | 0.39% | 0.43% | Q2 2022 | Q3 2023 | 6 |
Gladstone Institutional Advisory LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
VISTA FINANCE, LLC | 6 | 6 | 2.49% | 4.88% | 6.82% | Q2 2022 | Q3 2023 | 6 |
Paragon Capital Management LLC | 6 | 6 | 0.17% | 0.25% | 0.41% | Q2 2020 | Q3 2021 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 3.36% | 4.25% | 4.54% | Q4 2021 | Q3 2023 | 6 |
Flaharty Asset Management, LLC | 6 | 6 | 0.08% | 0.16% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Stonegate Investment Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Aviance Capital Partners, LLC | 6 | 6 | 0.38% | 0.43% | 0.46% | Q2 2022 | Q3 2023 | 6 |
Wellington Shields & Co., LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 6 | 6 | 0.12% | 0.14% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.11% | 0.13% | 0.14% | Q2 2022 | Q3 2023 | 6 |
ATWOOD & PALMER INC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Atlantic Union Bankshares Corp | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2021 | 6 |
DELTA ASSET MANAGEMENT LLC/TN | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Greenspring Advisors, LLC | 6 | 6 | 0.35% | 0.51% | 0.61% | Q4 2021 | Q1 2023 | 6 |
Bullseye Investment Management, LLC | 6 | 6 | 3.02% | 5.64% | 10.47% | Q2 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2022 | 6 |
Artemis Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.03% | 0.16% | 0.52% | Q1 2022 | Q2 2023 | 6 |
Violich Capital Management, Inc. | 6 | 6 | 0.08% | 0.45% | 0.69% | Q2 2022 | Q3 2023 | 6 |
Frontier Wealth Management LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Maryland State Retirement & Pension System | 5 | 1 | 0.33% | 0.56% | 1.21% | Q4 2021 | Q3 2023 | 6 |
Advisors Preferred, LLC | 4 | 1 | 0.24% | 3.20% | 10.20% | Q1 2021 | Q3 2023 | 6 |
Robertson Stephens Wealth Management, LLC | 6 | 6 | 0.05% | 0.08% | 0.09% | Q2 2020 | Q3 2021 | 6 |
Raleigh Capital Management Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Allianz Asset Management GmbH | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ahrens Investment Partners LLC | 4 | 1 | 0.05% | 0.10% | 0.18% | Q2 2020 | Q1 2023 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 6 | 0.06% | 0.20% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Stephens Consulting, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 6 |
PHILADELPHIA TRUST CO | 6 | 6 | 0.16% | 0.22% | 0.38% | Q2 2022 | Q3 2023 | 6 |
FORTE ASSET MANAGEMENT LLC | 6 | 6 | 1.92% | 2.19% | 2.41% | Q2 2022 | Q3 2023 | 6 |
CONDOR CAPITAL MANAGEMENT | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2021 | 6 |
WHITTIER TRUST CO OF NEVADA INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Marks Group Wealth Management, Inc | 6 | 6 | 0.12% | 0.18% | 0.20% | Q1 2022 | Q2 2023 | 6 |
Q3 Asset Management | 3 | 1 | 0.36% | 1.49% | 2.36% | Q4 2020 | Q4 2022 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.20% | 0.22% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Ranch Capital Advisors Inc. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2021 | 6 |
Hamilton Wealth, LLC | 3 | 1 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 6 |
BROWN ADVISORY INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Strategies Wealth Advisors, LLC | 3 | 3 | 0.16% | 0.33% | 0.70% | Q4 2021 | Q2 2023 | 6 |
Indie Asset Partners, LLC | 6 | 6 | 0.85% | 0.96% | 1.03% | Q2 2022 | Q3 2023 | 6 |
Larson Financial Group LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 6 |
Arkadios Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Wealthcare Advisory Partners LLC | 5 | 1 | 0.00% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 6 |
WEIK CAPITAL MANAGEMENT | 6 | 6 | 0.08% | 0.14% | 0.28% | Q2 2020 | Q3 2021 | 6 |
BARCLAYS PLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Concord Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 6 |
Montecito Bank & Trust | 3 | 1 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q1 2023 | 6 |
KNOTT DAVID M | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
AXXCESS WEALTH MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.07% | 0.12% | Q2 2022 | Q3 2023 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 6 |
GUGGENHEIM CAPITAL LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
White Pine Investment CO | 5 | 5 | 0.36% | 0.99% | 1.24% | Q3 2022 | Q3 2023 | 5 |
STERLING INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.76% | 0.80% | 0.89% | Q3 2022 | Q3 2023 | 5 |
Danda Trouve Investment Management, Inc. | 4 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2022 | 5 |
ROCKLAND TRUST CO | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 5 |
LMCG INVESTMENTS, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Graticule Asia Macro Advisors LLC | 4 | 4 | 0.06% | 0.57% | 1.54% | Q4 2020 | Q3 2021 | 5 |
WASHINGTON TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.23% | 0.35% | 0.50% | Q4 2021 | Q4 2022 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 1 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 5 |
Johnson Financial Group, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 5 |
PROFFITT & GOODSON INC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 5 |
B&D White Capital Company, LLC | 5 | 5 | 1.78% | 2.81% | 3.52% | Q1 2022 | Q1 2023 | 5 |
York Capital Management Global Advisors, LLC | 3 | 1 | 0.05% | 0.98% | 1.41% | Q3 2020 | Q3 2023 | 5 |
WEALTH EFFECTS LLC | 5 | 5 | 0.22% | 0.26% | 0.29% | Q3 2022 | Q3 2023 | 5 |
PALLADIUM PARTNERS LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q1 2022 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Fernwood Investment Management, LLC | 3 | 1 | 0.08% | 0.12% | 0.16% | Q2 2020 | Q3 2022 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q2 2021 | 5 |
Avidian Wealth Solutions, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
MAI Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
STATE OF WISCONSIN INVESTMENT BOARD | 5 | 5 | 0.01% | 0.08% | 0.13% | Q4 2021 | Q4 2022 | 5 |
LGL PARTNERS, LLC | 3 | 2 | 0.92% | 1.68% | 2.48% | Q2 2020 | Q2 2022 | 5 |
Stelac Advisory Services LLC | 4 | 1 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q1 2023 | 5 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 5 | 5 | 0.12% | 0.20% | 0.33% | Q3 2020 | Q3 2021 | 5 |
SAXON INTERESTS, INC. | 5 | 5 | 0.58% | 0.65% | 0.68% | Q2 2022 | Q2 2023 | 5 |
Southland Equity Partners LLC | 2 | 1 | 0.07% | 0.15% | 0.23% | Q4 2020 | Q2 2023 | 5 |
Realta Investment Advisors | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
CMG Global Holdings, LLC | 5 | 5 | 0.16% | 0.20% | 0.24% | Q1 2021 | Q1 2022 | 5 |
CIBC Private Wealth Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 5 |
Ascendant Capital Management, LLC | 4 | 1 | 0.54% | 0.90% | 1.27% | Q1 2021 | Q2 2022 | 5 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.41% | 0.56% | 0.80% | Q2 2020 | Q2 2021 | 5 |
Cypress Wealth Services, LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Nachman Norwood & Parrott, Inc | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q2 2021 | 5 |
NATIONAL BANK OF CANADA /FI/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.01% | 0.24% | 0.32% | Q4 2020 | Q4 2021 | 5 |
Stratos Wealth Advisors, LLC | 3 | 1 | 0.04% | 0.18% | 0.52% | Q2 2020 | Q1 2022 | 5 |
Pinnacle Bancorp, Inc. | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
BENJAMIN EDWARDS INC | 4 | 1 | 0.08% | 0.25% | 0.36% | Q2 2020 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BOKF, NA | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 5 |
Hedges Asset Management LLC | 5 | 5 | 0.24% | 0.41% | 0.65% | Q4 2021 | Q4 2022 | 5 |
Brookfield Asset Management | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 5 |
Solstein Capital, LLC | 4 | 1 | 0.01% | 0.09% | 0.20% | Q4 2020 | Q2 2022 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MCDONALD PARTNERS LLC | 5 | 5 | 0.18% | 0.21% | 0.24% | Q3 2022 | Q3 2023 | 5 |
SpiderRock Advisors, LLC | 5 | 5 | 0.49% | 0.95% | 1.20% | Q2 2022 | Q2 2023 | 5 |
G&S Capital LLC | 5 | 5 | 0.68% | 0.75% | 0.88% | Q3 2020 | Q3 2021 | 5 |
Kesler, Norman & Wride, LLC | 5 | 5 | 0.16% | 0.35% | 0.53% | Q4 2020 | Q4 2021 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Opal Wealth Advisors, LLC | 3 | 1 | 0.14% | 0.18% | 0.21% | Q2 2021 | Q3 2023 | 5 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 5 |
Moloney Securities Asset Management, LLC | 5 | 5 | 0.16% | 0.16% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Fulcrum Equity Management | 5 | 5 | 1.88% | 2.30% | 2.52% | Q1 2022 | Q1 2023 | 5 |
EATON VANCE MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Marathon Trading Investment Management LLC | 3 | 2 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2021 | 5 |
SNOW CAPITAL MANAGEMENT LP | 5 | 5 | 0.22% | 0.25% | 0.29% | Q2 2020 | Q2 2021 | 5 |
Knott David M Jr | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Keebeck Wealth Management, LLC | 4 | 1 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 5 |
Mayfair Advisory Group, LLC | 5 | 5 | 0.33% | 0.38% | 0.42% | Q1 2021 | Q1 2022 | 5 |
Financial Enhancement Group LLC | 5 | 5 | 0.06% | 0.08% | 0.12% | Q2 2021 | Q2 2022 | 5 |
Altavista Wealth Management, Inc. | 5 | 5 | 0.05% | 0.10% | 0.14% | Q4 2020 | Q4 2021 | 5 |
Clark Capital Management Group, Inc. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.17% | 0.22% | 0.32% | Q4 2022 | Q3 2023 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
IronBridge Private Wealth, LLC | 4 | 4 | 2.09% | 3.42% | 4.54% | Q4 2022 | Q3 2023 | 4 |
Matisse Capital | 3 | 1 | 0.16% | 2.81% | 9.05% | Q4 2020 | Q4 2021 | 4 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 2 | 2 | 0.86% | 1.18% | 1.34% | Q4 2021 | Q1 2023 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.01% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
N.E.W. Advisory Services LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Midwest Wealth Management Inc. | 4 | 4 | 0.14% | 0.15% | 0.16% | Q2 2021 | Q1 2022 | 4 |
SHEPHERD KAPLAN KROCHUK, LLC | 4 | 4 | 0.90% | 1.39% | 2.08% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Congress Wealth Management LLC / DE / | 4 | 4 | 0.12% | 0.15% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
Graves Light Lenhart Wealth, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
CHICKASAW CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.13% | 0.40% | Q3 2020 | Q4 2022 | 4 |
Financial Management Professionals, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
MANCHESTER FINANCIAL INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 4 |
Wealthstreet Investment Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q1 2021 | 4 |
Left Brain Wealth Management, LLC | 4 | 4 | 3.56% | 4.01% | 4.51% | Q4 2022 | Q3 2023 | 4 |
USCA RIA LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 4 |
Ausdal Financial Partners, Inc. | 4 | 4 | 0.03% | 0.21% | 0.38% | Q4 2020 | Q3 2021 | 4 |
Windsor Advisory Group, LLC | 4 | 4 | 0.95% | 1.06% | 1.16% | Q4 2022 | Q3 2023 | 4 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.07% | 0.19% | Q2 2020 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Royal Harbor Partners, LLC | 4 | 4 | 2.25% | 2.58% | 2.89% | Q4 2021 | Q3 2022 | 4 |
Virtu Financial LLC | 3 | 1 | 0.09% | 0.30% | 0.57% | Q1 2022 | Q2 2023 | 4 |
DDFG, Inc | 4 | 4 | 0.13% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Enterprise Trust & Investment Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2010 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Eagle Strategies LLC | 4 | 4 | 0.74% | 0.79% | 0.89% | Q4 2022 | Q3 2023 | 4 |
FIDUCIARY TRUST CO | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Paloma Partners Management Co | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2021 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
NOTTINGHAM ADVISORS, INC. | 4 | 4 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q1 2021 | 4 |
Greenwich Wealth Management LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
MBA Advisors LLC | 4 | 4 | 0.24% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Capital Advisory Group Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.21% | 0.22% | 0.23% | Q4 2020 | Q3 2021 | 4 |
Connectus Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.02% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 4 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 4 |
Unison Advisors LLC | 4 | 4 | 3.54% | 4.03% | 4.92% | Q2 2020 | Q1 2021 | 4 |
HORIZON BANCORP INC /IN/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 4 |
Aries Wealth Management | 4 | 4 | 0.12% | 0.15% | 0.16% | Q2 2020 | Q1 2021 | 4 |
Leucadia National | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
All Season Financial Advisors, Inc. | 2 | 1 | 1.10% | 1.66% | 2.20% | Q2 2021 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.06% | 0.09% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Kercheville Advisors, LLC | 4 | 4 | 0.18% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Financial Sense Advisors, Inc. | 2 | 2 | 0.12% | 0.16% | 0.20% | Q2 2022 | Q3 2023 | 4 |
Retirement Planning Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q3 2022 | Q2 2023 | 4 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 4 | 4 | 0.14% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
GLENVIEW STATE BANK TRUST DEPT. | 3 | 1 | 0.08% | 0.10% | 0.13% | Q2 2020 | Q2 2021 | 4 |
Freedman Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Princeton Global Asset Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.06% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
CONGRESS ASSET MANAGEMENT CO /MA | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
TORONTO DOMINION BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HB Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
High Net Worth Advisory Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
MPS Loria Financial Planners, LLC | 3 | 1 | 0.08% | 3.01% | 5.69% | Q2 2020 | Q3 2023 | 4 |
CPA Asset Management LLC | 4 | 4 | 0.66% | 0.68% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Parkside Financial Bank & Trust | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.13% | 0.15% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Global Strategic Investment Solutions, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q3 2021 | 3 |
L & S Advisors Inc | 3 | 3 | 0.43% | 0.62% | 0.98% | Q1 2023 | Q3 2023 | 3 |
Teamwork Financial Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Schechter Investment Advisors, LLC | 3 | 3 | 0.23% | 0.25% | 0.27% | Q1 2023 | Q3 2023 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q4 2021 | 3 |
LVW Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Friedenthal Financial | 2 | 1 | 0.26% | 2.46% | 3.69% | Q4 2021 | Q3 2022 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 3 |
FIRETHORN WEALTH PARTNERS, LLC | 3 | 3 | 0.16% | 0.18% | 0.21% | Q4 2022 | Q2 2023 | 3 |
Trail Ridge Investment Advisors, LLC | 3 | 3 | 0.20% | 0.21% | 0.21% | Q4 2021 | Q2 2022 | 3 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
BKA Wealth Consulting, Inc. | 3 | 3 | 0.82% | 1.08% | 1.50% | Q1 2023 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.15% | 0.16% | 0.17% | Q3 2021 | Q3 2022 | 3 |
JAMES INVESTMENT RESEARCH INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Arcus Capital Partners, LLC | 3 | 3 | 1.17% | 1.27% | 1.32% | Q1 2023 | Q3 2023 | 3 |
CAXTON ASSOCIATES LP | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 2 | 1 | 0.15% | 0.20% | 0.24% | Q4 2021 | Q2 2023 | 3 |
Glassman Wealth Services | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 3 |
Freedom Investment Management, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.06% | 0.11% | 0.15% | Q2 2020 | Q1 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
QP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.44% | 0.99% | 1.94% | Q4 2020 | Q3 2023 | 3 |
Delta Investment Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q3 2022 | Q1 2023 | 3 |
M Holdings Securities, Inc. | 2 | 1 | 0.03% | 0.06% | 0.12% | Q2 2020 | Q1 2021 | 3 |
Tempus Wealth Planning, LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
HMS Capital Management, LLC | 3 | 3 | 1.25% | 1.86% | 2.69% | Q2 2021 | Q4 2021 | 3 |
D'Orazio & Associates, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
WEST BANCORPORATION INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
West Family Investments, Inc. | 3 | 3 | 0.88% | 1.03% | 1.30% | Q3 2020 | Q1 2021 | 3 |
Beaumont Financial Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q1 2021 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.24% | 0.25% | 0.26% | Q1 2023 | Q3 2023 | 3 |
INVESTMENT HOUSE LLC | 3 | 3 | 0.09% | 0.14% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Lee Financial Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Sabal Trust CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Sunflower Bank, N.A. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 3 |
Shulman DeMeo Asset Management LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2020 | Q1 2021 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Altman Advisors, Inc. | 3 | 3 | 0.51% | 1.19% | 1.56% | Q3 2022 | Q1 2023 | 3 |
Allen Capital Group, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 3 | 0.28% | 0.31% | 0.33% | Q2 2022 | Q4 2022 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Palouse Capital Management, Inc. | 3 | 3 | 1.24% | 1.30% | 1.39% | Q1 2023 | Q3 2023 | 3 |
Lowe Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Clearview Wealth Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
CAXTON CORP | 3 | 3 | 2.03% | 2.59% | 2.88% | Q3 2022 | Q1 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Granite Point Capital Management, L.P. | 3 | 3 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q2 2021 | 3 |
STRATEGY ASSET MANAGERS LLC | 3 | 3 | 0.15% | 0.16% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Merriman Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Laffer Tengler Investments, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 3 |
CALTON & ASSOCIATES, INC. | 2 | 1 | 0.04% | 0.13% | 0.28% | Q1 2021 | Q1 2022 | 3 |
WHITTIER TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 3 |
Providence First Trust Co | 3 | 3 | 0.55% | 0.56% | 0.59% | Q1 2023 | Q3 2023 | 3 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Beacon Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.17% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Phoenix Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
VCU Investment Management Co | 3 | 3 | 6.95% | 9.39% | 11.59% | Q3 2020 | Q1 2021 | 3 |
Swift Run Capital | 3 | 3 | 3.00% | 3.60% | 4.48% | Q2 2020 | Q4 2020 | 3 |
HBW ADVISORY SERVICES LLC | 2 | 1 | 0.06% | 0.18% | 0.34% | Q2 2021 | Q4 2022 | 3 |
Vontobel Holding Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Aristides Capital LLC | 2 | 1 | 0.06% | 0.29% | 0.59% | Q1 2021 | Q1 2023 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
TCWP LLC | 3 | 3 | 0.09% | 0.14% | 0.21% | Q4 2021 | Q2 2022 | 3 |
Stonehage Fleming Financial Services Holdings Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
S.C. Financial Services, Inc. | 2 | 1 | 0.32% | 0.34% | 0.38% | Q4 2021 | Q3 2022 | 3 |
ARS Investment Partners, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2022 | 3 |
Black Maple Capital Management LP | 3 | 3 | 0.32% | 0.54% | 0.78% | Q4 2022 | Q2 2023 | 3 |
MISSION WEALTH MANAGEMENT, LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2021 | 3 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 3 |
M&T BANK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Global Trust Asset Management, LLC | 2 | 1 | 0.03% | 0.12% | 0.20% | Q1 2022 | Q3 2023 | 3 |
PFG Advisors | 3 | 3 | 0.48% | 0.58% | 0.76% | Q1 2023 | Q3 2023 | 3 |
McKinley Carter Wealth Services, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
SOA Wealth Advisors, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Johnson Midwest Financial, LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q2 2023 | Q3 2023 | 2 |
UBS OCONNOR LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
WFA of San Diego, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.30% | 0.31% | 0.31% | Q3 2022 | Q3 2023 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.10% | 0.17% | Q3 2020 | Q2 2022 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Quadrant Private Wealth Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q2 2022 | 2 |
LOGAN CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TCG Advisory Services, LLC | 2 | 2 | 0.08% | 0.21% | 0.33% | Q4 2020 | Q1 2021 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Wambolt & Associates, LLC | 2 | 2 | 0.47% | 0.59% | 0.72% | Q2 2020 | Q3 2020 | 2 |
Red Cedar Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Salient Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 2 |
Clearstead Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
INSIGHT 2811, INC. | 2 | 2 | 0.44% | 0.52% | 0.60% | Q4 2021 | Q1 2022 | 2 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 2 |
Ulland Investment Advisors, LLC | 1 | 1 | 0.09% | 0.15% | 0.21% | Q2 2022 | Q3 2023 | 2 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Deane Retirement Strategies, Inc. | 2 | 2 | 2.89% | 2.99% | 3.09% | Q2 2022 | Q3 2022 | 2 |
CENTRAL BANK & TRUST CO | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Fi3 FINANCIAL ADVISORS, LLC | 2 | 2 | 0.34% | 0.39% | 0.44% | Q1 2021 | Q2 2021 | 2 |
Kistler-Tiffany Companies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 2 |
Mach-1 Financial Group, LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Diversified Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
tru Independence LLC | 1 | 1 | 0.01% | 0.07% | 0.14% | Q2 2020 | Q4 2020 | 2 |
Allred Capital Management, LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q1 2021 | Q2 2021 | 2 |
AGILIS PARTNERS LLC | 2 | 2 | 0.52% | 0.75% | 0.99% | Q2 2020 | Q3 2020 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.39% | 0.40% | 0.42% | Q2 2023 | Q3 2023 | 2 |
Edge Capital Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 2 |
MILLER HOWARD INVESTMENTS INC /NY | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.11% | 1.18% | 2.25% | Q1 2022 | Q1 2023 | 2 |
Rye Brook Capital LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Concorde Financial Corp | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.04% | 0.08% | Q4 2022 | Q1 2023 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Antonetti Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q3 2021 | 2 |
Greenland Capital Management LP | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Boothe Investment Group, Inc. | 2 | 2 | 3.76% | 3.90% | 4.04% | Q3 2020 | Q4 2020 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.10% | 0.20% | Q1 2021 | Q1 2022 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Leelyn Smith, LLC | 1 | 1 | 0.01% | 0.15% | 0.30% | Q2 2020 | Q4 2020 | 2 |
Clarity Financial LLC | 2 | 2 | 0.20% | 1.30% | 2.39% | Q1 2021 | Q2 2021 | 2 |
Auour Investments LLC | 2 | 2 | 0.32% | 0.34% | 0.35% | Q2 2023 | Q3 2023 | 2 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Personal Wealth Partners | 1 | 1 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q1 2022 | 2 |
Cadence Wealth Management LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q3 2021 | Q4 2021 | 2 |
Logan Stone Capital, LLC | 1 | 1 | 0.26% | 0.32% | 0.36% | Q1 2022 | Q1 2023 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.23% | 0.26% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Berman Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.05% | 0.09% | 0.13% | Q4 2021 | Q1 2022 | 2 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2 | 2 | 1.80% | 1.89% | 1.97% | Q2 2023 | Q3 2023 | 2 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Richwood Investment Advisors, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Fieldpoint Private Securities, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Balentine LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 2 |
LifePlan Financial Group, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Zions Bancorporation, N.A. | 1 | 1 | 0.01% | 0.25% | 0.48% | Q4 2020 | Q4 2021 | 2 |
DB Wealth Management Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
AGF Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
BRR OpCo, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2021 | 2 |
Lake Hills Wealth Management, LLC | 1 | 1 | 1.10% | 2.32% | 3.55% | Q4 2021 | Q3 2023 | 2 |
Weaver Consulting Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Centiva Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 2 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2022 | 2 |
Bellwether Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.03% | 0.09% | 0.14% | Q2 2020 | Q4 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Trek Financial, LLC | 1 | 1 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 2 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.01% | 0.30% | 0.60% | Q3 2020 | Q4 2022 | 2 |
Busey Bank | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
Invst, LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q2 2023 | Q3 2023 | 2 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q3 2020 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 2 |
Cape Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
JBJ Investment Partners, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2020 | Q2 2020 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
XR Securities LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Context Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
InterOcean Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2022 | Q3 2022 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
FINANCIAL MANAGEMENT NETWORK INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q2 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
TCG Advisors, LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2020 | Q2 2020 | 1 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2020 | Q2 2020 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
LS Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2023 | Q1 2023 | 1 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2022 | Q2 2022 | 1 |
AXS Investments LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2022 | Q4 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Sourcerock Group LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2022 | Q4 2022 | 1 |
20/20 Capital Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Crown Wealth Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BALLAST ADVISORS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Douglass Winthrop Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PFS Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2022 | Q3 2022 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Berger Financial Group, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2020 | Q3 2020 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CPR Investments Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
Hall Kathryn A. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q1 2023 | Q1 2023 | 1 |
Manning & Napier Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 6.21% | 6.21% | 6.21% | Q4 2021 | Q4 2021 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Coulter & Justus Financial Services, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2021 | Q4 2021 | 1 |
MOSELEY INVESTMENT MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
1776 Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Virginia National Bank | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2023 | Q3 2023 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Grace Capital | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2020 | Q2 2020 | 1 |
RDA Financial Network | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SFI Advisors, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2021 | Q4 2021 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2020 | Q2 2020 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Haverford Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2022 | Q2 2022 | 1 |
Northwest Bancshares, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
HYA Advisors, Inc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PLIMOTH TRUST CO LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KMG FIDUCIARY PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Warwick Investment Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2021 | Q4 2021 | 1 |
Milestone Advisory Partners | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2022 | Q2 2022 | 1 |
Cinctive Capital Management LP | 1 | 1 | 3.54% | 3.54% | 3.54% | Q2 2020 | Q2 2020 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2021 | Q2 2021 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2020 | Q3 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Services Advisory Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
Atria Investments, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Athanor Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Diameter Capital Partners LP | 1 | 1 | 4.68% | 4.68% | 4.68% | Q4 2020 | Q4 2020 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2020 | Q4 2020 | 1 |
Walleye Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Cyrus J. Lawrence, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
JMG Financial Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Westwind Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Rinkey Investments | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CX Institutional | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
ADE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2023 | Q2 2023 | 1 |
PRIVATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q3 2023 | Q3 2023 | 1 |
Schoolcraft Capital LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2020 | Q2 2020 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Wright Fund Management, LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
SOUTHPORT MANAGEMENT, L.L.C. | 1 | 1 | 2.87% | 2.87% | 2.87% | Q3 2023 | Q3 2023 | 1 |
Wharton Business Group, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2020 | Q2 2020 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own ALPS ETF TR or have owned ALPS ETF TR in the past.