Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25 | 25 | 0.00% | 0.02% | 0.12% | Q3 2017 | Q3 2023 | 67 |
Cutler Group LLC / CA | 19 | 19 | 0.00% | 0.18% | 1.29% | Q1 2019 | Q3 2023 | 51 |
WOLVERINE TRADING, LLC | 14 | 2 | 0.00% | 0.05% | 0.28% | Q1 2018 | Q3 2023 | 49 |
ROYAL BANK OF CANADA | 34 | 34 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 46 |
JANE STREET GROUP, LLC | 19 | 2 | 0.00% | 0.04% | 0.25% | Q4 2014 | Q3 2023 | 45 |
BANK OF AMERICA CORP /DE/ | 20 | 2 | 0.00% | 0.02% | 0.09% | Q1 2018 | Q3 2023 | 45 |
Citadel Advisors | 14 | 2 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 44 |
UBS Group AG | 23 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 43 |
HighTower Advisors, LLC | 26 | 26 | 0.00% | 0.10% | 0.62% | Q2 2017 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 21 | 2 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 39 |
GOLDMAN SACHS GROUP INC | 13 | 13 | 0.00% | 0.05% | 0.22% | Q3 2020 | Q3 2023 | 36 |
CITIGROUP INC | 25 | 25 | 0.00% | 0.02% | 0.13% | Q3 2017 | Q3 2023 | 34 |
MILLENNIUM MANAGEMENT LLC | 12 | 1 | 0.00% | 0.02% | 0.08% | Q2 2020 | Q3 2023 | 33 |
Hartford Financial Management Inc. | 32 | 32 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 32 |
Private Advisor Group, LLC | 25 | 25 | 0.00% | 0.26% | 1.28% | Q3 2017 | Q3 2023 | 32 |
HAP Trading, LLC | 13 | 13 | 0.00% | 0.18% | 1.70% | Q3 2020 | Q3 2023 | 31 |
Parallax Volatility Advisers, L.P. | 6 | 1 | 0.00% | 0.04% | 0.18% | Q2 2019 | Q3 2023 | 31 |
BNP PARIBAS FINANCIAL MARKETS | 12 | 2 | 0.00% | 0.04% | 0.30% | Q1 2020 | Q3 2023 | 30 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.69% | 4.50% | Q1 2021 | Q3 2023 | 28 |
PEAK6 Investments LLC | 12 | 12 | 0.00% | 0.06% | 0.32% | Q4 2020 | Q3 2023 | 28 |
Cetera Advisor Networks LLC | 26 | 26 | 0.00% | 0.14% | 0.36% | Q2 2017 | Q3 2023 | 28 |
MORGAN STANLEY | 26 | 26 | 0.00% | 0.07% | 0.19% | Q2 2017 | Q3 2023 | 26 |
Stonehage Fleming Financial Services Holdings Ltd | 26 | 26 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q3 2023 | 26 |
AlphaMark Advisors, LLC | 26 | 26 | 0.02% | 0.09% | 0.19% | Q2 2017 | Q3 2023 | 26 |
Walleye Trading LLC | 11 | 11 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 26 |
LPL Financial LLC | 26 | 26 | 0.00% | 0.18% | 0.51% | Q2 2017 | Q3 2023 | 26 |
US BANCORP \DE\ | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
IFP Advisors, Inc | 17 | 1 | 0.02% | 0.14% | 0.32% | Q1 2016 | Q3 2023 | 26 |
Bison Wealth, LLC | 26 | 26 | 0.21% | 1.94% | 4.21% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.01% | 0.05% | 0.17% | Q3 2017 | Q3 2023 | 25 |
Financial Management Professionals, Inc. | 25 | 25 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 25 |
Advisory Services Network, LLC | 25 | 25 | 0.00% | 0.05% | 0.20% | Q3 2017 | Q3 2023 | 25 |
Baird Financial Group, Inc. | 25 | 25 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 25 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.03% | 0.11% | Q2 2018 | Q3 2023 | 25 |
RAYMOND JAMES & ASSOCIATES | 25 | 25 | 0.00% | 0.09% | 0.22% | Q3 2017 | Q3 2023 | 25 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 25 | 25 | 0.00% | 0.03% | 0.13% | Q3 2017 | Q3 2023 | 25 |
Sigma Planning Corp | 25 | 25 | 0.04% | 0.27% | 0.57% | Q3 2017 | Q3 2023 | 25 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Janney Montgomery Scott LLC | 24 | 24 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.06% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.04% | 0.17% | 0.71% | Q4 2017 | Q3 2023 | 24 |
Legacy Private Trust Co. | 24 | 24 | 0.02% | 0.64% | 1.59% | Q4 2017 | Q3 2023 | 24 |
Wealthcare Advisory Partners LLC | 13 | 11 | 0.00% | 0.02% | 0.09% | Q3 2017 | Q3 2023 | 24 |
Cambridge Investment Research Advisors, Inc. | 24 | 24 | 0.00% | 0.23% | 0.65% | Q4 2017 | Q3 2023 | 24 |
Raymond James Financial Services Advisors, Inc. | 24 | 24 | 0.00% | 0.16% | 0.51% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.16% | 0.47% | Q4 2017 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.00% | 0.16% | 0.59% | Q4 2017 | Q3 2023 | 24 |
CREDIT SUISSE AG/ | 14 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.02% | 0.10% | 0.21% | Q4 2017 | Q3 2023 | 24 |
CIBC WORLD MARKET INC. | 24 | 24 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 24 |
DAVENPORT & Co LLC | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Caprock Group, LLC | 23 | 23 | 0.02% | 0.09% | 0.16% | Q1 2018 | Q3 2023 | 23 |
OPPENHEIMER & CO INC | 19 | 4 | 0.01% | 0.06% | 0.16% | Q4 2017 | Q3 2023 | 23 |
McKinley Carter Wealth Services, Inc. | 23 | 23 | 0.03% | 1.46% | 5.10% | Q1 2017 | Q3 2022 | 23 |
Clearstead Advisors, LLC | 23 | 23 | 0.00% | 0.10% | 0.27% | Q1 2018 | Q3 2023 | 23 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.00% | 0.16% | 0.36% | Q2 2018 | Q3 2023 | 23 |
Parallel Advisors, LLC | 23 | 23 | 0.02% | 0.12% | 0.29% | Q1 2018 | Q3 2023 | 23 |
SCOTIA CAPITAL INC. | 23 | 23 | 0.01% | 0.05% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Arete Wealth Advisors, LLC | 23 | 23 | 0.02% | 0.45% | 2.13% | Q4 2017 | Q2 2023 | 23 |
FIFTH THIRD BANCORP | 23 | 23 | 0.00% | 0.12% | 0.48% | Q1 2018 | Q3 2023 | 23 |
Stratos Wealth Partners, LTD. | 23 | 23 | 0.02% | 0.10% | 0.33% | Q1 2018 | Q3 2023 | 23 |
Creative Planning | 15 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 23 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 23 | 23 | 0.00% | 0.07% | 0.17% | Q1 2018 | Q3 2023 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23 | 23 | 0.00% | 0.11% | 0.42% | Q1 2018 | Q3 2023 | 23 |
Snowden Capital Advisors LLC | 15 | 8 | 0.14% | 0.88% | 1.70% | Q4 2017 | Q3 2023 | 23 |
Strategic Advisors LLC | 22 | 22 | 0.12% | 0.81% | 2.13% | Q2 2018 | Q3 2023 | 22 |
IHT Wealth Management, LLC | 20 | 2 | 0.00% | 0.12% | 0.33% | Q4 2017 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 22 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
JNBA Financial Advisors | 20 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 22 |
PRELUDE CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.16% | 0.53% | Q3 2020 | Q3 2023 | 22 |
JANICZEK WEALTH MANAGEMENT, LLC | 11 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
HBK Sorce Advisory LLC | 21 | 21 | 0.03% | 0.06% | 0.17% | Q3 2018 | Q3 2023 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.01% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Squarepoint Ops LLC | 9 | 9 | 0.00% | 0.08% | 0.28% | Q1 2021 | Q1 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 21 | 21 | 0.00% | 0.31% | 2.00% | Q3 2018 | Q3 2023 | 21 |
NewEdge Advisors, LLC | 21 | 21 | 0.01% | 0.08% | 0.25% | Q3 2018 | Q3 2023 | 21 |
BLAIR WILLIAM & CO/IL | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2022 | 21 |
BALYASNY ASSET MANAGEMENT L.P. | 9 | 2 | 0.00% | 0.05% | 0.26% | Q4 2020 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
WEDBUSH SECURITIES INC | 21 | 21 | 0.04% | 0.08% | 0.21% | Q3 2018 | Q3 2023 | 21 |
Cetera Advisors LLC | 13 | 7 | 0.00% | 0.08% | 0.29% | Q4 2017 | Q3 2023 | 21 |
Ausdal Financial Partners, Inc. | 21 | 21 | 0.06% | 0.44% | 1.02% | Q3 2018 | Q3 2023 | 21 |
Brookstone Capital Management | 17 | 3 | 0.02% | 0.43% | 1.78% | Q1 2018 | Q3 2023 | 20 |
SlateStone Wealth, LLC | 20 | 20 | 0.03% | 0.73% | 1.36% | Q4 2018 | Q3 2023 | 20 |
Merit Financial Group, LLC | 20 | 20 | 0.04% | 3.66% | 12.51% | Q4 2018 | Q3 2023 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 0.07% | 0.43% | 0.92% | Q4 2018 | Q3 2023 | 20 |
PFG Advisors | 20 | 20 | 0.14% | 0.81% | 2.19% | Q4 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.05% | 0.41% | 1.09% | Q4 2018 | Q3 2023 | 20 |
Strategic Family Wealth Counselors, L.L.C. | 20 | 20 | 1.42% | 6.21% | 17.98% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.02% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Dynamic Advisor Solutions LLC | 15 | 15 | 0.00% | 0.25% | 0.57% | Q1 2020 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 19 | 1 | 0.00% | 0.05% | 0.20% | Q3 2018 | Q3 2023 | 20 |
Capital Investment Advisors, LLC | 20 | 20 | 0.02% | 0.06% | 0.19% | Q1 2019 | Q4 2023 | 20 |
CWM, LLC | 12 | 8 | 0.00% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.05% | 0.12% | 0.23% | Q4 2018 | Q3 2023 | 20 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 8 | 0.00% | 0.04% | 0.11% | Q1 2018 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 12 | 1 | 0.00% | 0.11% | 0.51% | Q3 2016 | Q3 2023 | 20 |
New England Private Wealth Advisors LLC | 20 | 20 | 0.23% | 1.40% | 4.56% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.41% | 1.34% | 2.92% | Q4 2017 | Q3 2022 | 20 |
StoneX Group Inc. | 17 | 3 | 0.16% | 0.81% | 1.83% | Q4 2017 | Q3 2023 | 20 |
Aptus Capital Advisors, LLC | 19 | 19 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Global Retirement Partners, LLC | 7 | 6 | 0.00% | 0.06% | 0.36% | Q4 2017 | Q3 2023 | 19 |
JPMORGAN CHASE & CO | 15 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q2 2022 | 19 |
Carroll Financial Associates, Inc. | 19 | 19 | 0.15% | 1.12% | 2.46% | Q2 2017 | Q4 2021 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.08% | 0.40% | Q1 2019 | Q3 2023 | 19 |
ASSETMARK, INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
TRUST CO OF VERMONT | 19 | 19 | 0.00% | 0.04% | 0.12% | Q1 2019 | Q3 2023 | 19 |
REDW Wealth LLC | 19 | 19 | 0.28% | 2.76% | 7.21% | Q3 2017 | Q1 2022 | 19 |
Lido Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 19 |
BOURGEON CAPITAL MANAGEMENT LLC | 19 | 19 | 0.02% | 0.06% | 0.16% | Q1 2019 | Q3 2023 | 19 |
Prestige Wealth Management Group LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.02% | 0.25% | 0.62% | Q1 2019 | Q3 2023 | 19 |
IFG Advisory, LLC | 16 | 3 | 0.03% | 0.11% | 0.36% | Q2 2018 | Q3 2023 | 19 |
TRUE Private Wealth Advisors | 12 | 1 | 0.00% | 0.09% | 0.41% | Q2 2018 | Q3 2023 | 19 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 19 |
Intercontinental Wealth Advisors, LLC | 19 | 19 | 0.00% | 0.78% | 1.76% | Q4 2018 | Q2 2023 | 19 |
RAYMOND JAMES TRUST N.A. | 19 | 19 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Allworth Financial LP | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Archford Capital Strategies, LLC | 16 | 2 | 0.01% | 0.61% | 1.76% | Q1 2019 | Q3 2023 | 18 |
ARK Investment Management | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 18 |
XR Securities LLC | 9 | 1 | 0.00% | 0.06% | 0.37% | Q1 2021 | Q3 2023 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 2 | 0.01% | 0.09% | 0.27% | Q4 2018 | Q3 2023 | 18 |
Moors & Cabot, Inc. | 18 | 18 | 0.05% | 0.17% | 0.34% | Q2 2019 | Q3 2023 | 18 |
Signature Wealth Management Group | 18 | 18 | 0.19% | 0.91% | 2.27% | Q2 2018 | Q3 2022 | 18 |
Cornerstone Wealth Management, LLC | 15 | 3 | 0.03% | 0.30% | 0.66% | Q1 2019 | Q3 2023 | 18 |
CENTAURUS FINANCIAL, INC. | 16 | 1 | 0.02% | 0.08% | 0.39% | Q2 2018 | Q3 2023 | 18 |
Claraphi Advisory Network, LLC | 18 | 18 | 0.35% | 7.38% | 14.55% | Q2 2018 | Q3 2022 | 18 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 18 | 18 | 0.16% | 0.90% | 2.19% | Q2 2019 | Q3 2023 | 18 |
Jaffetilchin Investment Partners, LLC | 18 | 18 | 0.04% | 0.24% | 0.49% | Q2 2019 | Q3 2023 | 18 |
FMR LLC | 12 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 14 | 1 | 0.00% | 0.09% | 0.25% | Q3 2018 | Q3 2023 | 17 |
Belpointe Asset Management LLC | 15 | 2 | 0.01% | 0.07% | 0.31% | Q2 2019 | Q3 2023 | 17 |
Royal Fund Management, LLC | 11 | 6 | 0.00% | 0.27% | 0.71% | Q4 2018 | Q3 2023 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 17 |
Beirne Wealth Consulting Services, LLC | 17 | 17 | 0.94% | 2.42% | 4.11% | Q1 2019 | Q1 2023 | 17 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 17 | 17 | 0.01% | 0.05% | 0.07% | Q1 2018 | Q1 2022 | 17 |
BARCLAYS PLC | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 17 |
Verition Fund Management LLC | 9 | 1 | 0.00% | 0.03% | 0.11% | Q1 2021 | Q3 2023 | 17 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17 | 17 | 0.27% | 1.46% | 2.96% | Q3 2018 | Q3 2022 | 17 |
Jefferies Group LLC | 7 | 7 | 0.00% | 0.13% | 0.78% | Q1 2021 | Q3 2022 | 17 |
Canal Capital Management, LLC | 17 | 17 | 0.09% | 0.50% | 1.26% | Q1 2018 | Q1 2022 | 17 |
SIMPLEX TRADING, LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q2 2023 | 17 |
Cetera Investment Advisers | 15 | 15 | 0.00% | 0.11% | 0.26% | Q1 2020 | Q3 2023 | 17 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 17 | 17 | 0.10% | 4.48% | 8.00% | Q1 2019 | Q1 2023 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.05% | 0.25% | 0.58% | Q3 2019 | Q3 2023 | 17 |
Longitude (Cayman) Ltd. | 12 | 12 | 0.36% | 3.39% | 5.85% | Q4 2020 | Q3 2023 | 16 |
Ascension Capital Advisors, Inc. | 16 | 16 | 5.22% | 10.30% | 15.33% | Q4 2019 | Q3 2023 | 16 |
RPg Family Wealth Advisory, LLC | 12 | 4 | 2.22% | 3.68% | 4.66% | Q1 2018 | Q1 2022 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 1.08% | 1.72% | 2.51% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.03% | 0.09% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Gradient Investments LLC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
Riggs Asset Managment Co. Inc. | 16 | 16 | 0.00% | 0.06% | 0.20% | Q4 2019 | Q3 2023 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 16 | 16 | 0.05% | 0.13% | 0.21% | Q4 2018 | Q3 2022 | 16 |
One Charles Private Wealth Services, LLC | 16 | 16 | 2.20% | 6.77% | 14.63% | Q4 2019 | Q3 2023 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 0.93% | 6.32% | 14.18% | Q4 2019 | Q3 2023 | 16 |
Cresset Asset Management, LLC | 14 | 14 | 0.02% | 0.54% | 1.53% | Q2 2020 | Q3 2023 | 16 |
Sanctuary Wealth Management, L.L.C. | 11 | 1 | 0.57% | 2.24% | 8.67% | Q1 2010 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.04% | 0.92% | 2.23% | Q4 2019 | Q3 2023 | 16 |
Savior LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
SG3 Management, LLC | 6 | 1 | 0.01% | 0.16% | 0.51% | Q4 2020 | Q3 2022 | 16 |
Shay Capital LLC | 9 | 1 | 0.00% | 0.24% | 1.56% | Q4 2020 | Q2 2023 | 16 |
Financial Architects, Inc | 16 | 16 | 0.01% | 0.04% | 0.11% | Q1 2018 | Q4 2021 | 16 |
Avidian Wealth Solutions, LLC | 13 | 1 | 0.02% | 0.27% | 1.51% | Q4 2018 | Q3 2023 | 16 |
Integrated Wealth Concepts LLC | 16 | 16 | 0.02% | 0.07% | 0.16% | Q4 2019 | Q3 2023 | 16 |
PITTENGER & ANDERSON INC | 15 | 15 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q3 2023 | 15 |
AE Wealth Management LLC | 15 | 15 | 0.01% | 0.09% | 0.23% | Q1 2020 | Q3 2023 | 15 |
Redhawk Wealth Advisors, Inc. | 14 | 1 | 0.03% | 1.01% | 4.13% | Q2 2019 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.22% | 0.42% | 0.62% | Q4 2019 | Q3 2023 | 15 |
Anchor Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.06% | 1.06% | 3.25% | Q1 2020 | Q3 2023 | 15 |
Strategic Blueprint, LLC | 14 | 1 | 0.04% | 0.26% | 0.52% | Q3 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.15% | 0.31% | Q1 2020 | Q3 2023 | 15 |
Perigon Wealth Management, LLC | 13 | 1 | 0.01% | 0.04% | 0.08% | Q3 2011 | Q3 2023 | 15 |
Roof Eidam Maycock Peralta, LLC | 15 | 15 | 0.10% | 0.25% | 0.62% | Q1 2018 | Q3 2021 | 15 |
Carnegie Capital Asset Management, LLC | 15 | 15 | 0.04% | 0.19% | 0.46% | Q1 2020 | Q3 2023 | 15 |
Silicon Hills Wealth Management, LLC | 15 | 15 | 0.20% | 1.09% | 2.66% | Q4 2019 | Q2 2023 | 15 |
REILLY FINANCIAL ADVISORS, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 15 |
BENJAMIN EDWARDS INC | 15 | 15 | 0.00% | 0.19% | 0.57% | Q1 2020 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 15 |
Arkos Global Advisors | 15 | 15 | 0.09% | 0.44% | 1.05% | Q1 2020 | Q3 2023 | 15 |
Simplicity Solutions, LLC | 15 | 15 | 0.13% | 0.47% | 1.77% | Q1 2020 | Q3 2023 | 15 |
Bryn Mawr Capital Management, LLC | 15 | 15 | 0.03% | 0.28% | 0.97% | Q1 2020 | Q3 2023 | 15 |
Chicago Partners Investment Group LLC | 12 | 3 | 0.00% | 0.12% | 0.32% | Q1 2018 | Q3 2023 | 15 |
HBW ADVISORY SERVICES LLC | 15 | 15 | 0.48% | 1.65% | 3.45% | Q1 2020 | Q3 2023 | 15 |
VALLEY NATIONAL ADVISERS INC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
IAG Wealth Partners, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
BREWIN DOLPHIN LTD | 13 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 15 |
MONECO Advisors, LLC | 15 | 15 | 0.06% | 0.53% | 1.44% | Q1 2020 | Q3 2023 | 15 |
J.P. Morgan Private Wealth Advisors LLC | 15 | 15 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Kovack Advisors, Inc. | 6 | 3 | 0.00% | 0.15% | 0.48% | Q4 2017 | Q3 2023 | 15 |
MGO ONE SEVEN LLC | 12 | 3 | 0.02% | 0.18% | 0.59% | Q2 2019 | Q3 2023 | 15 |
SIGNATUREFD, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 14 |
Financial Advisory Group | 14 | 14 | 0.73% | 1.47% | 2.54% | Q2 2020 | Q3 2023 | 14 |
Essex Financial Services, Inc. | 10 | 1 | 0.02% | 0.12% | 0.29% | Q3 2018 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.05% | 0.23% | 0.70% | Q4 2019 | Q3 2023 | 14 |
Claro Advisors LLC | 13 | 1 | 0.01% | 0.34% | 0.79% | Q4 2018 | Q3 2023 | 14 |
Prospera Financial Services Inc | 14 | 14 | 0.03% | 0.09% | 0.18% | Q2 2020 | Q3 2023 | 14 |
LINCOLN NATIONAL CORP | 14 | 14 | 0.02% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
ATWOOD & PALMER INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
OneDigital Investment Advisors LLC | 14 | 14 | 0.01% | 0.50% | 2.13% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Procyon Advisors, LLC | 11 | 3 | 0.00% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 14 |
Csenge Advisory Group | 14 | 14 | 0.06% | 0.34% | 0.72% | Q2 2020 | Q3 2023 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Glassman Wealth Services | 14 | 14 | 0.01% | 0.10% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Front Row Advisors LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Harvest Fund Management Co., Ltd | 14 | 14 | 0.01% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Centiva Capital, LP | 9 | 9 | 0.01% | 0.12% | 0.45% | Q4 2020 | Q4 2022 | 14 |
Capital Advisors, Ltd. LLC | 14 | 14 | 0.00% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Parisi Gray Wealth Management | 8 | 6 | 0.02% | 0.14% | 0.37% | Q4 2017 | Q1 2022 | 14 |
Capital Analysts, LLC | 14 | 14 | 0.00% | 0.04% | 0.15% | Q2 2020 | Q3 2023 | 14 |
EQUITABLE TRUST CO | 14 | 14 | 0.03% | 1.07% | 2.16% | Q3 2019 | Q4 2022 | 14 |
WealthBridge Capital Management, LLC | 14 | 14 | 0.42% | 1.50% | 2.86% | Q4 2018 | Q1 2022 | 14 |
Garrett Wealth Advisory Group, LLC | 14 | 14 | 0.98% | 2.61% | 5.16% | Q4 2018 | Q1 2022 | 14 |
HOLLENCREST CAPITAL MANAGEMENT | 10 | 4 | 0.00% | 0.12% | 0.42% | Q3 2018 | Q3 2023 | 14 |
FinTrust Capital Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.08% | Q3 2020 | Q3 2023 | 14 |
Hilltop Holdings Inc. | 12 | 2 | 0.04% | 0.08% | 0.22% | Q1 2020 | Q3 2023 | 14 |
Western Wealth Management, LLC | 8 | 5 | 0.04% | 0.17% | 0.66% | Q2 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.06% | 0.25% | 0.51% | Q3 2020 | Q3 2023 | 13 |
PRW Wealth Management LLC | 10 | 3 | 1.90% | 7.40% | 12.03% | Q4 2018 | Q1 2022 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.06% | 0.21% | 0.39% | Q3 2020 | Q3 2023 | 13 |
CIBC Private Wealth Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 1 | 0.00% | 0.07% | 0.19% | Q2 2020 | Q3 2023 | 13 |
SMITH, MOORE & CO. | 13 | 13 | 0.05% | 0.15% | 0.50% | Q3 2020 | Q3 2023 | 13 |
Bay Harbor Wealth Management, LLC | 13 | 13 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
D.A. DAVIDSON & CO. | 13 | 13 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Vestmark Advisory Solutions, Inc. | 11 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q2 2023 | 13 |
Stevard, LLC | 8 | 5 | 0.22% | 1.24% | 2.47% | Q2 2020 | Q3 2023 | 13 |
Winthrop Advisory Group LLC | 13 | 13 | 0.11% | 0.54% | 1.00% | Q3 2020 | Q3 2023 | 13 |
Ahrens Investment Partners LLC | 9 | 1 | 0.01% | 0.15% | 0.52% | Q2 2018 | Q1 2023 | 13 |
Integrated Investment Consultants, LLC | 5 | 3 | 0.00% | 0.28% | 2.66% | Q1 2021 | Q3 2023 | 13 |
SG Americas Securities, LLC | 12 | 1 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 13 |
Fieldpoint Private Securities, LLC | 13 | 13 | 0.00% | 0.29% | 1.34% | Q2 2019 | Q2 2022 | 13 |
Smithfield Trust Co | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Bartlett & Co. LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2023 | 13 |
B. Riley Wealth Advisors, Inc. | 13 | 13 | 0.03% | 0.10% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Sowell Financial Services LLC | 10 | 3 | 0.01% | 0.06% | 0.24% | Q3 2019 | Q1 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
M Holdings Securities, Inc. | 8 | 5 | 0.02% | 0.24% | 0.51% | Q3 2019 | Q1 2023 | 13 |
BESSEMER GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 13 |
Legend Financial Advisors, Inc. | 8 | 5 | 7.10% | 10.34% | 16.18% | Q4 2018 | Q1 2022 | 13 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 13 |
Perennial Investment Advisors, LLC | 6 | 3 | 0.04% | 0.11% | 0.28% | Q4 2020 | Q3 2023 | 13 |
Schonfeld Strategic Advisors LLC | 8 | 1 | 0.00% | 0.05% | 0.17% | Q1 2021 | Q2 2023 | 13 |
Qube Research & Technologies Ltd | 6 | 3 | 0.00% | 0.10% | 0.37% | Q4 2019 | Q3 2023 | 13 |
Independence Bank of Kentucky | 13 | 13 | 0.01% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Roble, Belko & Company, Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Trust Co | 11 | 2 | 0.02% | 0.14% | 0.59% | Q1 2019 | Q3 2023 | 13 |
Lombard Odier Asset Management (USA) Corp | 6 | 2 | 0.09% | 1.05% | 2.12% | Q1 2021 | Q1 2023 | 13 |
PALISADE CAPITAL MANAGEMENT, LP | 13 | 13 | 0.02% | 0.19% | 0.38% | Q1 2019 | Q1 2022 | 13 |
SignalPoint Asset Management, LLC | 13 | 13 | 0.11% | 0.33% | 0.80% | Q3 2020 | Q3 2023 | 13 |
Candriam S.C.A. | 8 | 4 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 13 |
Oxler Private Wealth LLC | 12 | 12 | 0.05% | 0.33% | 1.05% | Q4 2020 | Q3 2023 | 13 |
Baystate Wealth Management LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Prime Capital Investment Advisors, LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
KLINGENSTEIN FIELDS & CO LP | 13 | 13 | 0.15% | 0.58% | 0.86% | Q3 2020 | Q3 2023 | 13 |
FAS Wealth Partners, Inc. | 13 | 13 | 0.02% | 0.08% | 0.12% | Q3 2018 | Q3 2021 | 13 |
Sculptor Capital LP | 5 | 1 | 0.02% | 0.09% | 0.23% | Q1 2021 | Q4 2022 | 13 |
Sandy Spring Bank | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 13 |
Moloney Securities Asset Management, LLC | 13 | 13 | 0.06% | 0.11% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Bedel Financial Consulting, Inc. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 13 |
Arkadios Wealth Advisors | 12 | 1 | 0.01% | 0.12% | 0.28% | Q4 2019 | Q3 2023 | 13 |
Kingsview Wealth Management, LLC | 7 | 6 | 0.05% | 0.12% | 0.46% | Q2 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.11% | 0.20% | 0.28% | Q3 2020 | Q3 2023 | 13 |
Bogart Wealth, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
NWAM LLC | 13 | 13 | 0.05% | 0.17% | 0.32% | Q3 2020 | Q3 2023 | 13 |
Crescent Grove Advisors, LLC | 13 | 13 | 0.22% | 1.79% | 3.56% | Q3 2020 | Q3 2023 | 13 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 9 | 1 | 0.85% | 1.72% | 2.76% | Q2 2019 | Q3 2023 | 12 |
NOMURA HOLDINGS INC | 6 | 1 | 0.00% | 0.05% | 0.16% | Q1 2021 | Q3 2023 | 12 |
First Horizon Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.08% | 2.40% | 6.93% | Q4 2020 | Q3 2023 | 12 |
B. Riley Wealth Management, Inc. | 9 | 1 | 0.00% | 0.15% | 0.37% | Q3 2018 | Q2 2022 | 12 |
Joel Isaacson & Co., LLC | 9 | 2 | 0.00% | 0.08% | 0.18% | Q3 2020 | Q2 2023 | 12 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.09% | 0.28% | 0.56% | Q2 2020 | Q3 2023 | 12 |
Winslow, Evans & Crocker, Inc. | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q4 2020 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.03% | 0.21% | 0.52% | Q4 2020 | Q3 2023 | 12 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Koshinski Asset Management, Inc. | 12 | 12 | 0.02% | 0.10% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.06% | 0.59% | 1.48% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
FOUNDERS FINANCIAL SECURITIES LLC | 12 | 12 | 0.31% | 0.57% | 0.91% | Q4 2020 | Q3 2023 | 12 |
CONTINENTAL ADVISORS LLC | 9 | 2 | 0.11% | 1.74% | 3.87% | Q3 2018 | Q4 2021 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 0.32% | 0.90% | 2.08% | Q4 2020 | Q3 2023 | 12 |
Avondale Wealth Management | 12 | 12 | 0.02% | 1.10% | 4.01% | Q4 2020 | Q3 2023 | 12 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 12 | 12 | 0.06% | 0.17% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Sargent Bickham Lagudis LLC | 9 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 12 |
Archer Investment Corp | 12 | 12 | 0.00% | 0.04% | 0.18% | Q4 2020 | Q3 2023 | 12 |
WASHINGTON TRUST Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Coastal Bridge Advisors, LLC | 12 | 12 | 0.11% | 0.22% | 0.41% | Q4 2020 | Q3 2023 | 12 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Wealthspire Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 12 | 12 | 0.02% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Focused Wealth Management, Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
V Wealth Advisors LLC | 10 | 2 | 0.04% | 0.76% | 2.74% | Q1 2020 | Q2 2023 | 12 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 1 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 12 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2023 | 12 |
EagleClaw Capital Managment, LLC | 12 | 12 | 0.06% | 0.12% | 0.24% | Q1 2019 | Q4 2021 | 12 |
Brinker Capital Investments, LLC | 9 | 3 | 0.02% | 0.11% | 0.26% | Q2 2019 | Q4 2022 | 12 |
CITY HOLDING CO | 12 | 12 | 0.01% | 0.04% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Bank Julius Baer & Co. Ltd, Zurich | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.13% | 0.44% | 0.99% | Q4 2020 | Q3 2023 | 12 |
Winch Advisory Services, LLC | 12 | 12 | 0.01% | 0.02% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Safeguard Investment Advisory Group, LLC | 12 | 12 | 0.86% | 2.27% | 4.42% | Q4 2020 | Q3 2023 | 12 |
Ballew Advisors, Inc | 12 | 12 | 0.21% | 0.26% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Purus Wealth Management, LLC | 12 | 12 | 1.24% | 4.92% | 10.67% | Q4 2020 | Q3 2023 | 12 |
Leelyn Smith, LLC | 12 | 12 | 0.00% | 0.18% | 0.52% | Q1 2020 | Q4 2022 | 12 |
Navis Wealth Advisors, LLC | 12 | 12 | 0.54% | 1.23% | 2.55% | Q4 2020 | Q3 2023 | 12 |
SimpliFi, Inc. | 10 | 2 | 0.10% | 0.17% | 0.24% | Q2 2020 | Q3 2023 | 12 |
NVWM, LLC | 12 | 12 | 0.00% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Asset Dedication, LLC | 12 | 12 | 0.00% | 0.02% | 0.23% | Q4 2020 | Q3 2023 | 12 |
SALEM INVESTMENT COUNSELORS INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Mandatum Life Insurance Co Ltd | 9 | 3 | 0.05% | 0.08% | 0.15% | Q3 2020 | Q3 2023 | 12 |
Pacific Center for Financial Services | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Evolution Wealth Advisors, LLC | 12 | 12 | 0.14% | 1.35% | 3.21% | Q4 2020 | Q3 2023 | 12 |
Larson Financial Group LLC | 12 | 12 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.13% | 3.01% | 7.44% | Q2 2020 | Q1 2023 | 12 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.20% | 0.40% | 0.82% | Q3 2019 | Q2 2023 | 12 |
DUNCKER STREETT & CO INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SeaCrest Wealth Management, LLC | 12 | 12 | 0.04% | 0.11% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Plante Moran Financial Advisors, LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Good Life Advisors, LLC | 12 | 12 | 0.04% | 0.13% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Belvedere Trading LLC | 4 | 2 | 0.00% | 0.05% | 0.22% | Q3 2020 | Q1 2023 | 12 |
Turim 21 Investimentos Ltda. | 10 | 2 | 0.01% | 0.10% | 0.19% | Q3 2020 | Q3 2023 | 12 |
Clearwater Capital Advisors, LLC | 11 | 1 | 0.00% | 0.63% | 0.96% | Q1 2018 | Q3 2023 | 12 |
Sheaff Brock Investment Advisors, LLC | 11 | 11 | 0.02% | 0.04% | 0.18% | Q1 2021 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.01% | 0.95% | 2.90% | Q4 2020 | Q3 2023 | 12 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 11 |
SANDERS MORRIS HARRIS LLC | 8 | 3 | 0.13% | 1.74% | 3.49% | Q4 2020 | Q3 2023 | 11 |
CSS LLC/IL | 5 | 1 | 0.02% | 0.40% | 1.59% | Q1 2022 | Q3 2023 | 11 |
UMB Bank, n.a. | 8 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
TORONTO DOMINION BANK | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
West Oak Capital, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Sightline Wealth Advisors, LLC | 11 | 11 | 0.21% | 0.76% | 1.68% | Q4 2020 | Q2 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.00% | 0.09% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Zuckerman Investment Group, LLC | 11 | 11 | 0.08% | 0.14% | 0.25% | Q1 2021 | Q3 2023 | 11 |
Leucadia National | 4 | 4 | 0.01% | 0.06% | 0.22% | Q4 2022 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
PrairieView Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BOOTHBAY FUND MANAGEMENT, LLC | 5 | 2 | 0.01% | 0.07% | 0.23% | Q1 2021 | Q2 2023 | 11 |
CLEAR INVESTMENT RESEARCH, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Joseph P. Lucia & Associates, LLC | 5 | 2 | 0.00% | 0.18% | 0.78% | Q2 2019 | Q2 2022 | 11 |
PRINCIPAL FINANCIAL GROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
Calamos Wealth Management LLC | 10 | 1 | 0.02% | 0.09% | 0.18% | Q3 2020 | Q2 2023 | 11 |
Cedar Brook Financial Partners, LLC | 9 | 2 | 0.06% | 0.31% | 0.62% | Q3 2020 | Q2 2023 | 11 |
HHM Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Activest Wealth Management | 11 | 11 | 0.01% | 0.27% | 0.96% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.06% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Legacy Wealth Planning, LLC | 11 | 11 | 0.44% | 0.94% | 1.46% | Q1 2020 | Q3 2022 | 11 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 3 | 0.02% | 0.11% | 0.29% | Q2 2020 | Q3 2023 | 11 |
BDO Wealth Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 11 |
Laffer Tengler Investments, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SpiderRock Advisors, LLC | 11 | 11 | 0.02% | 0.28% | 1.19% | Q1 2021 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.22% | 0.27% | 0.32% | Q4 2020 | Q3 2023 | 11 |
Lebenthal Global Advisors, LLC | 8 | 3 | 0.09% | 2.64% | 10.86% | Q4 2020 | Q3 2023 | 11 |
Parkwood LLC | 7 | 1 | 0.00% | 3.57% | 9.10% | Q4 2020 | Q3 2023 | 11 |
FNY Investment Advisers, LLC | 9 | 9 | 0.00% | 0.08% | 0.52% | Q4 2020 | Q4 2022 | 11 |
American Financial Advisors, LLC | 6 | 5 | 0.31% | 1.71% | 2.84% | Q4 2020 | Q3 2023 | 11 |
OXFORD FINANCIAL GROUP, LTD. LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
North Star Investment Management Corp. | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.05% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Retirement Group, LLC | 11 | 11 | 0.00% | 0.02% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Princeton Global Asset Management LLC | 8 | 3 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 11 |
Richard P Slaughter Associates Inc | 11 | 11 | 0.76% | 1.71% | 3.04% | Q4 2019 | Q2 2022 | 11 |
TOTH FINANCIAL ADVISORY CORP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.02% | 0.07% | 0.18% | Q4 2020 | Q2 2023 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.01% | 1.94% | 8.00% | Q4 2020 | Q4 2023 | 11 |
FORTE CAPITAL LLC /ADV | 10 | 1 | 0.03% | 0.10% | 0.16% | Q2 2020 | Q1 2023 | 11 |
WOLFF WIESE MAGANA LLC | 11 | 11 | 0.00% | 0.03% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Close Asset Management Ltd | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Rain Capital Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Column Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Sound Income Strategies, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 11 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q4 2019 | 11 |
GREENWOOD GEARHART INC | 11 | 11 | 0.83% | 1.86% | 2.76% | Q3 2020 | Q1 2023 | 11 |
Vivaldi Capital Management LP | 11 | 11 | 0.08% | 0.15% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Requisite Capital Management, LLC | 11 | 11 | 1.51% | 3.26% | 5.42% | Q1 2020 | Q3 2022 | 11 |
MAI Capital Management | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Sloy Dahl & Holst, LLC | 11 | 11 | 0.06% | 3.43% | 18.60% | Q1 2021 | Q3 2023 | 11 |
Horizon Investments, LLC | 11 | 11 | 0.07% | 0.10% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Vontobel Holding Ltd. | 11 | 11 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2023 | 11 |
Lindbrook Capital, LLC | 9 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 11 |
First Heartland Consultants, Inc. | 11 | 11 | 0.03% | 0.09% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Wagner Wealth Management, LLC | 5 | 2 | 0.01% | 0.31% | 0.97% | Q4 2017 | Q3 2022 | 11 |
Atom Investors LP | 6 | 1 | 0.11% | 0.53% | 1.98% | Q1 2021 | Q3 2023 | 11 |
Mariner, LLC | 10 | 1 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 11 |
Valeo Financial Advisors, LLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q1 2022 | 11 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.01% | 0.27% | 0.76% | Q4 2018 | Q3 2023 | 11 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 11 | 11 | 0.44% | 1.13% | 1.85% | Q2 2020 | Q4 2022 | 11 |
EMFO, LLC | 10 | 10 | 0.01% | 0.04% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 10 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 9 | 1 | 0.05% | 0.16% | 0.29% | Q4 2020 | Q2 2023 | 10 |
Smart Portfolios, LLC | 5 | 5 | 0.74% | 1.72% | 3.85% | Q1 2018 | Q2 2022 | 10 |
CERTUITY, LLC | 6 | 6 | 0.00% | 0.17% | 0.50% | Q4 2020 | Q1 2022 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Andesa Financial Management Inc. | 9 | 1 | 0.30% | 0.67% | 1.25% | Q3 2018 | Q4 2021 | 10 |
BKS ADVISORS, LLC | 10 | 10 | 1.53% | 2.35% | 3.28% | Q4 2016 | Q1 2019 | 10 |
Kistler-Tiffany Companies, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
HRT FINANCIAL LP | 6 | 1 | 0.03% | 0.26% | 1.29% | Q3 2020 | Q3 2023 | 10 |
Sequoia Financial Advisors, LLC | 9 | 1 | 0.01% | 0.05% | 0.13% | Q2 2018 | Q3 2022 | 10 |
Horan Securities, Inc. | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 10 |
F3Logic, LLC | 10 | 10 | 0.05% | 0.42% | 0.89% | Q3 2020 | Q4 2022 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Insight Wealth Partners, LLC | 9 | 1 | 0.25% | 0.74% | 1.27% | Q3 2020 | Q3 2023 | 10 |
Betterment LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
HM PAYSON & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.15% | 0.34% | Q1 2021 | Q3 2023 | 10 |
WEALTHSOURCE PARTNERS, LLC | 5 | 1 | 0.01% | 0.04% | 0.11% | Q3 2020 | Q3 2023 | 10 |
Keel Point, LLC | 7 | 3 | 0.03% | 0.07% | 0.13% | Q2 2020 | Q3 2023 | 10 |
WNY Asset Management, LLC | 10 | 10 | 0.06% | 0.64% | 4.01% | Q2 2021 | Q3 2023 | 10 |
IPG Investment Advisors LLC | 10 | 10 | 0.05% | 0.13% | 0.24% | Q1 2021 | Q2 2023 | 10 |
Caption Management, LLC | 4 | 1 | 0.00% | 0.19% | 0.53% | Q1 2021 | Q4 2022 | 10 |
Iron Horse Wealth Management, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
TCI Wealth Advisors, Inc. | 9 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2023 | 10 |
Stonebridge Capital Advisors LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SteelPeak Wealth, LLC | 7 | 1 | 0.01% | 0.08% | 0.16% | Q3 2020 | Q3 2023 | 10 |
Manchester Capital Management LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 10 |
SOL Capital Management CO | 10 | 10 | 0.04% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.05% | 0.15% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Main Street Financial Solutions, LLC | 7 | 3 | 0.03% | 0.35% | 0.96% | Q4 2020 | Q3 2023 | 10 |
MISSION WEALTH MANAGEMENT, LP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 10 |
MATRIX PRIVATE CAPITAL GROUP LLC | 10 | 10 | 0.06% | 0.44% | 0.92% | Q2 2020 | Q3 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.11% | Q4 2020 | Q1 2023 | 10 |
Advisor Group, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2019 | 10 |
PARK AVENUE SECURITIES LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
DOLIVER ADVISORS, LP | 10 | 10 | 0.08% | 0.16% | 0.23% | Q3 2021 | Q4 2023 | 10 |
STATE OF WISCONSIN INVESTMENT BOARD | 10 | 10 | 0.00% | 0.12% | 0.27% | Q2 2021 | Q3 2023 | 10 |
Foundations Investment Advisors, LLC | 10 | 10 | 0.03% | 0.14% | 0.34% | Q2 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
Wealth Alliance Advisory Group, LLC | 6 | 2 | 0.06% | 0.15% | 0.24% | Q2 2018 | Q3 2023 | 10 |
BRIGHTON JONES LLC | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2022 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.04% | 0.14% | 0.21% | Q2 2010 | Q3 2023 | 10 |
SIMON QUICK ADVISORS, LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 10 |
Rodgers & Associates, LTD | 10 | 10 | 0.04% | 0.12% | 0.19% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.22% | 0.96% | Q1 2021 | Q3 2023 | 10 |
Atria Investments, Inc | 8 | 2 | 0.01% | 0.09% | 0.18% | Q3 2019 | Q1 2022 | 10 |
Sierra Capital LLC | 10 | 10 | 0.09% | 0.19% | 0.32% | Q2 2021 | Q3 2023 | 10 |
Castle Rock Wealth Management, LLC | 7 | 1 | 0.00% | 0.87% | 1.56% | Q2 2018 | Q3 2021 | 10 |
IFS Advisors, LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2023 | 10 |
Fountainhead AM, LLC | 8 | 2 | 0.08% | 0.12% | 0.15% | Q4 2020 | Q2 2023 | 10 |
Braun-Bostich & Associates Inc. | 4 | 2 | 0.01% | 1.57% | 2.54% | Q3 2018 | Q4 2022 | 10 |
TrinityPoint Wealth, LLC | 10 | 10 | 0.05% | 1.03% | 3.09% | Q3 2019 | Q4 2021 | 10 |
SHEETS SMITH WEALTH MANAGEMENT | 10 | 10 | 0.04% | 0.14% | 0.25% | Q2 2020 | Q3 2022 | 10 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6 | 1 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 10 |
Bank of New York Mellon Corp | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 10 |
CENTRAL TRUST Co | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Santori & Peters, Inc. | 7 | 2 | 0.11% | 1.15% | 2.64% | Q1 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.18% | 0.31% | 0.50% | Q3 2021 | Q3 2023 | 9 |
WINTRUST INVESTMENTS LLC | 8 | 1 | 0.11% | 1.13% | 3.71% | Q3 2019 | Q4 2021 | 9 |
Ellis Investment Partners, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
QP WEALTH MANAGEMENT, LLC | 9 | 9 | 2.41% | 4.04% | 5.24% | Q4 2019 | Q4 2021 | 9 |
Wells Financial Advisors INC | 9 | 9 | 0.00% | 0.06% | 0.24% | Q4 2020 | Q4 2022 | 9 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 5 | 3 | 0.02% | 5.90% | 19.04% | Q1 2021 | Q3 2023 | 9 |
Beaumont Financial Partners, LLC | 8 | 1 | 0.02% | 0.37% | 1.18% | Q3 2019 | Q1 2022 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 9 |
Highlander Capital Management, LLC | 8 | 1 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 9 |
Somerset Group LLC | 9 | 9 | 0.27% | 0.85% | 1.71% | Q3 2020 | Q3 2022 | 9 |
Aviance Capital Partners, LLC | 6 | 3 | 0.12% | 0.33% | 0.61% | Q1 2021 | Q3 2023 | 9 |
Hayden Royal, LLC | 4 | 2 | 0.18% | 0.72% | 2.00% | Q2 2019 | Q4 2021 | 9 |
Alera Investment Advisors, LLC | 9 | 9 | 0.05% | 0.16% | 0.30% | Q1 2021 | Q1 2023 | 9 |
Bayesian Capital Management, LP | 6 | 1 | 0.07% | 0.32% | 0.60% | Q1 2021 | Q3 2023 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 2.11% | 6.21% | 9.30% | Q4 2020 | Q4 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.16% | 0.71% | Q3 2021 | Q3 2023 | 9 |
Curran Financial Partners, LLC | 7 | 2 | 0.10% | 0.15% | 0.21% | Q2 2021 | Q3 2023 | 9 |
Marquette Asset Management, LLC | 7 | 2 | 0.00% | 2.32% | 3.84% | Q3 2020 | Q2 2023 | 9 |
Disciplined Investments, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 9 |
Compagnie Lombard Odier SCmA | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 9 |
CHIRON CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.27% | 0.39% | Q3 2020 | Q3 2023 | 9 |
Golden State Wealth Management, LLC | 5 | 1 | 0.01% | 0.13% | 0.43% | Q1 2019 | Q1 2022 | 9 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 9 |
Parkside Financial Bank & Trust | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
SYNOVUS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 9 |
Interchange Capital Partners, LLC | 6 | 1 | 0.03% | 0.63% | 2.46% | Q4 2020 | Q1 2023 | 9 |
CoreFirst Bank & Trust | 9 | 9 | 0.00% | 0.23% | 0.53% | Q1 2021 | Q1 2023 | 9 |
Diligent Investors, LLC | 7 | 2 | 0.07% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 9 |
Well Done, LLC | 7 | 2 | 0.05% | 0.23% | 0.38% | Q2 2021 | Q3 2023 | 9 |
Gerber Kawasaki Wealth & Investment Management | 8 | 8 | 0.00% | 0.92% | 2.00% | Q3 2020 | Q2 2022 | 9 |
Capital Market Strategies LLC | 9 | 9 | 0.34% | 0.51% | 0.83% | Q4 2021 | Q4 2023 | 9 |
TWO SIGMA SECURITIES, LLC | 6 | 3 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 9 |
Weiss Asset Management LP | 7 | 7 | 0.12% | 0.49% | 1.01% | Q1 2021 | Q3 2022 | 9 |
Laurel Wealth Advisors, Inc. | 9 | 9 | 0.10% | 0.54% | 0.98% | Q2 2020 | Q2 2022 | 9 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
One River Asset Management, LLC | 4 | 4 | 0.00% | 1.04% | 4.72% | Q4 2022 | Q3 2023 | 9 |
Avestar Capital, LLC | 7 | 2 | 0.06% | 0.32% | 0.84% | Q2 2019 | Q2 2022 | 9 |
Pacific Wealth Strategies Group, Inc. | 9 | 9 | 0.96% | 1.19% | 1.55% | Q3 2020 | Q3 2022 | 9 |
Clear Harbor Asset Management, LLC | 9 | 9 | 0.01% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 9 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 9 |
WADE G W & INC | 5 | 4 | 0.01% | 0.05% | 0.13% | Q4 2020 | Q1 2023 | 9 |
Consolidated Planning Corp | 6 | 2 | 0.32% | 0.43% | 0.58% | Q3 2020 | Q3 2022 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Clearstead Trust, LLC | 5 | 3 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.32% | 0.47% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Concorde Asset Management, LLC | 5 | 3 | 0.14% | 0.28% | 0.52% | Q1 2020 | Q1 2022 | 8 |
FRANKLIN RESOURCES INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 7 | 1 | 0.02% | 0.07% | 0.41% | Q4 2020 | Q2 2023 | 8 |
Sculati Wealth Management, LLC | 8 | 8 | 0.15% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Teamwork Financial Advisors, LLC | 8 | 8 | 0.09% | 0.29% | 0.42% | Q2 2020 | Q1 2022 | 8 |
MEEDER ASSET MANAGEMENT INC | 5 | 3 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2022 | 8 |
Goodwin Investment Advisory | 8 | 8 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q4 2022 | 8 |
Horizon Wealth Management, LLC | 8 | 8 | 0.13% | 0.21% | 0.34% | Q4 2021 | Q3 2023 | 8 |
HighMark Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FAGAN ASSOCIATES, INC. | 7 | 1 | 0.12% | 0.45% | 0.77% | Q4 2019 | Q4 2021 | 8 |
SFG Wealth Management, LLC. | 8 | 8 | 0.21% | 0.39% | 0.75% | Q4 2021 | Q3 2023 | 8 |
Pinion Investment Advisors, LLC | 8 | 8 | 0.39% | 1.07% | 1.75% | Q2 2020 | Q1 2022 | 8 |
CNB Bank | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Altus Wealth Group LLC | 8 | 8 | 0.14% | 0.34% | 0.42% | Q4 2020 | Q3 2022 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.01% | 0.13% | 0.38% | Q4 2020 | Q1 2023 | 8 |
Granite Bay Wealth Management, LLC | 8 | 8 | 1.08% | 2.36% | 5.79% | Q4 2021 | Q3 2023 | 8 |
Cerity Partners LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Essex Savings Bank | 8 | 8 | 0.10% | 0.18% | 0.23% | Q2 2020 | Q1 2022 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.17% | 0.25% | 0.29% | Q4 2021 | Q3 2023 | 8 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 1 | 0.07% | 0.26% | 0.58% | Q3 2018 | Q1 2023 | 8 |
FormulaFolio Investments, LLC | 7 | 1 | 0.01% | 0.10% | 0.67% | Q1 2019 | Q2 2021 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.00% | 0.13% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Financial Partners Group, Inc | 8 | 8 | 0.06% | 0.22% | 0.48% | Q4 2020 | Q3 2022 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.07% | 0.16% | Q4 2021 | Q3 2023 | 8 |
WealthPLAN Partners, LLC | 6 | 2 | 0.00% | 0.08% | 0.21% | Q2 2020 | Q2 2023 | 8 |
TMD Wealth Management, LLC | 8 | 8 | 2.25% | 3.59% | 7.14% | Q4 2020 | Q3 2022 | 8 |
JFS WEALTH ADVISORS, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 8 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 7 | 1 | 0.03% | 0.08% | 0.14% | Q2 2021 | Q3 2023 | 8 |
High Net Worth Advisory Group LLC | 7 | 1 | 0.06% | 0.10% | 0.16% | Q4 2021 | Q4 2023 | 8 |
HOEY INVESTMENTS, INC | 8 | 8 | 0.00% | 0.04% | 0.28% | Q2 2021 | Q1 2023 | 8 |
TRANSCEND CAPITAL ADVISORS, LLC | 8 | 8 | 0.02% | 0.12% | 0.24% | Q3 2020 | Q2 2022 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.25% | 1.07% | Q4 2021 | Q3 2023 | 8 |
Capital Investment Advisory Services, LLC | 5 | 1 | 0.02% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 8 |
COMMERCE BANK | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Family Management Corp | 8 | 8 | 0.09% | 0.21% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 4 | 1 | 0.00% | 0.07% | 0.23% | Q4 2018 | Q3 2021 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.01% | 0.12% | 0.67% | Q4 2021 | Q3 2023 | 8 |
TOWNSQUARE CAPITAL LLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.04% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Hudock, Inc. | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2022 | 8 |
PALLADIEM, LLC | 8 | 8 | 2.51% | 5.38% | 11.82% | Q4 2020 | Q3 2022 | 8 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 8 | 8 | 2.68% | 5.95% | 13.15% | Q4 2021 | Q3 2023 | 8 |
Rikoon Group, LLC | 8 | 8 | 0.09% | 0.17% | 0.32% | Q2 2019 | Q1 2021 | 8 |
Diversified, LLC | 8 | 8 | 0.12% | 0.28% | 0.72% | Q4 2020 | Q3 2022 | 8 |
Axiom Investment Management LLC | 7 | 1 | 0.00% | 0.16% | 0.49% | Q2 2020 | Q3 2022 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.20% | 0.34% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Private Ocean, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
White Knight Strategic Wealth Advisors, LLC | 8 | 8 | 1.25% | 1.71% | 1.98% | Q4 2021 | Q3 2023 | 8 |
St. Louis Trust Co | 4 | 4 | 0.06% | 0.12% | 0.28% | Q3 2021 | Q3 2023 | 8 |
Inscription Capital, LLC | 6 | 2 | 0.15% | 0.30% | 0.90% | Q3 2019 | Q4 2021 | 8 |
Spectrum Management Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Prostatis Group LLC | 7 | 1 | 0.76% | 1.25% | 1.62% | Q3 2020 | Q3 2022 | 8 |
Berry Street Capital Management LLP | 6 | 1 | 0.29% | 1.14% | 2.92% | Q1 2021 | Q4 2022 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.17% | 0.23% | 0.36% | Q1 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 1.26% | 1.91% | 3.43% | Q4 2021 | Q3 2023 | 8 |
Arbiter Partners Capital Management LLC | 8 | 8 | 0.17% | 2.43% | 6.81% | Q4 2021 | Q3 2023 | 8 |
Zhang Financial LLC | 8 | 8 | 0.02% | 0.15% | 0.32% | Q2 2021 | Q1 2023 | 8 |
INTEGRAL INVESTMENT ADVISORS, INC. | 8 | 8 | 1.82% | 2.96% | 5.03% | Q4 2021 | Q3 2023 | 8 |
Straight Path Wealth Management | 8 | 8 | 0.35% | 0.40% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.01% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
EPG Wealth Management LLC | 8 | 8 | 0.04% | 0.37% | 0.79% | Q2 2020 | Q1 2022 | 8 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 8 |
FINANCIAL MANAGEMENT NETWORK INC | 8 | 8 | 0.10% | 0.17% | 0.30% | Q4 2020 | Q3 2022 | 8 |
Lee Financial Group Hawaii, Inc. | 8 | 8 | 1.22% | 3.96% | 6.52% | Q2 2020 | Q1 2022 | 8 |
Principal Street Partners, LLC | 8 | 8 | 0.07% | 0.12% | 0.21% | Q4 2021 | Q3 2023 | 8 |
HSBC HOLDINGS PLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Mascoma Wealth Management LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 8 |
Richmond Brothers, Inc. | 8 | 8 | 2.87% | 3.50% | 3.99% | Q4 2021 | Q3 2023 | 8 |
PIN OAK INVESTMENT ADVISORS INC | 8 | 8 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q2 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.11% | 0.29% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Cypress Wealth Services, LLC | 8 | 8 | 0.06% | 0.12% | 0.19% | Q3 2020 | Q2 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.06% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Cornerstone Advisory, LLC | 8 | 8 | 0.08% | 0.50% | 1.01% | Q4 2020 | Q3 2022 | 8 |
GLENMEDE TRUST CO NA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
1834 INVESTMENT ADVISORS CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Tarbox Family Office, Inc. | 8 | 8 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q1 2022 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Summit Asset Management, LLC | 7 | 7 | 0.07% | 0.11% | 0.15% | Q2 2020 | Q4 2021 | 7 |
Granite Point Capital Management, L.P. | 4 | 1 | 0.20% | 2.10% | 10.16% | Q4 2020 | Q1 2023 | 7 |
Flaharty Asset Management, LLC | 6 | 1 | 0.00% | 0.25% | 0.43% | Q4 2020 | Q3 2023 | 7 |
EQUITEC PROPRIETARY MARKETS, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Tidal Investments LLC | 7 | 7 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q4 2021 | 7 |
Armor Investment Advisors, LLC | 7 | 7 | 2.23% | 2.89% | 3.49% | Q2 2020 | Q4 2021 | 7 |
SouthState Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Circle Wealth Management, LLC | 6 | 1 | 0.01% | 0.23% | 0.38% | Q4 2020 | Q3 2023 | 7 |
USCA RIA LLC | 5 | 2 | 0.02% | 0.49% | 1.13% | Q2 2019 | Q2 2021 | 7 |
VERUS CAPITAL PARTNERS, LLC | 3 | 2 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
John W. Brooker & Co., CPAs | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 7 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.03% | 0.09% | 0.13% | Q4 2020 | Q1 2023 | 7 |
CTC LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 6 | 1 | 0.02% | 0.03% | 0.11% | Q4 2021 | Q3 2023 | 7 |
ARGI Investment Services, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q1 2022 | 7 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.02% | 0.05% | 0.12% | Q4 2021 | Q3 2023 | 7 |
Cladis Investment Advisory, LLC | 7 | 7 | 0.56% | 0.72% | 0.91% | Q1 2022 | Q3 2023 | 7 |
PRUDENT INVESTORS NETWORK, INC. | 7 | 7 | 0.10% | 1.02% | 2.44% | Q1 2022 | Q3 2023 | 7 |
Taconic Capital Advisors LP | 4 | 4 | 0.14% | 1.29% | 3.60% | Q1 2021 | Q4 2021 | 7 |
FDx Advisors, Inc. | 5 | 2 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q1 2022 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 3 | 0.12% | 0.23% | 0.33% | Q1 2020 | Q4 2022 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.02% | 0.09% | Q4 2020 | Q2 2022 | 7 |
DFPG INVESTMENTS, LLC | 4 | 3 | 0.04% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.86% | 1.30% | 1.79% | Q4 2019 | Q2 2021 | 7 |
Jacobi Capital Management LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 7 |
Laidlaw Wealth Management LLC | 7 | 7 | 0.07% | 0.15% | 0.26% | Q2 2020 | Q4 2021 | 7 |
Meridian Wealth Management, LLC | 7 | 7 | 0.02% | 0.10% | 0.15% | Q4 2020 | Q2 2022 | 7 |
EMC Capital Management | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2022 | 7 |
CALTON & ASSOCIATES, INC. | 6 | 1 | 0.01% | 0.09% | 0.13% | Q4 2017 | Q1 2022 | 7 |
Visionary Wealth Advisors | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Phoenix Wealth Advisors | 7 | 7 | 0.36% | 1.20% | 2.72% | Q4 2020 | Q2 2022 | 7 |
Waverly Advisors, LLC | 4 | 1 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q4 2022 | 7 |
Banco Santander, S.A. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Level Financial Advisors | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Clarus Group, Inc. | 7 | 7 | 3.33% | 8.93% | 16.61% | Q4 2020 | Q2 2022 | 7 |
Summit X, LLC | 7 | 7 | 0.05% | 0.12% | 0.17% | Q3 2020 | Q1 2022 | 7 |
United Asset Strategies, Inc. | 7 | 7 | 0.05% | 0.10% | 0.18% | Q2 2020 | Q4 2021 | 7 |
Penserra Capital Management LLC | 4 | 3 | 0.00% | 0.13% | 0.32% | Q4 2017 | Q2 2020 | 7 |
Integrated Advisors Network LLC | 6 | 1 | 0.01% | 0.30% | 0.72% | Q2 2020 | Q3 2023 | 7 |
Compass Ion Advisors, LLC | 7 | 7 | 0.26% | 3.76% | 6.66% | Q2 2020 | Q4 2021 | 7 |
Delos Wealth Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 7 |
Icon Wealth Partners, LLC | 6 | 1 | 0.02% | 0.06% | 0.09% | Q1 2021 | Q1 2023 | 7 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
AMG National Trust Bank | 7 | 7 | 0.02% | 0.06% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Private Portfolio Partners LLC | 7 | 7 | 0.07% | 0.18% | 0.25% | Q2 2020 | Q4 2021 | 7 |
C M BIDWELL & ASSOCIATES LTD | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
B & T Capital Management DBA Alpha Capital Management | 6 | 1 | 0.13% | 0.25% | 0.33% | Q4 2020 | Q3 2023 | 7 |
Financial Guidance Group, Inc. | 7 | 7 | 0.79% | 1.54% | 2.93% | Q1 2022 | Q3 2023 | 7 |
Covington Capital Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.19% | 0.73% | Q1 2022 | Q3 2023 | 7 |
Apella Capital, LLC | 4 | 3 | 0.33% | 0.55% | 1.26% | Q1 2022 | Q4 2023 | 7 |
Silicon Valley Capital Partners | 4 | 3 | 0.02% | 0.52% | 2.52% | Q3 2020 | Q3 2023 | 7 |
Crawford Lake Capital Management, LLC | 4 | 1 | 2.24% | 9.54% | 18.90% | Q1 2021 | Q2 2022 | 7 |
NORTHERN TRUST CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
AMERIPRISE FINANCIAL INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.22% | 0.29% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Marathon Trading Investment Management LLC | 2 | 1 | 0.02% | 0.07% | 0.14% | Q1 2021 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Delta Investment Management, LLC | 5 | 2 | 0.06% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Lee Financial Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 3 | 0.04% | 0.14% | 0.39% | Q4 2021 | Q3 2023 | 7 |
Arlington Partners LLC | 6 | 1 | 0.00% | 0.04% | 0.08% | Q1 2021 | Q2 2023 | 7 |
55I, LLC | 7 | 7 | 0.02% | 0.06% | 0.11% | Q3 2020 | Q1 2022 | 7 |
Almanack Investment Partners, LLC. | 6 | 1 | 0.02% | 0.07% | 0.19% | Q4 2020 | Q3 2022 | 7 |
EVOKE WEALTH, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
UNITED BANK | 5 | 1 | 0.03% | 0.08% | 0.16% | Q1 2021 | Q1 2023 | 7 |
Deer Park Road Corp | 5 | 1 | 0.25% | 1.77% | 9.21% | Q1 2021 | Q1 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MEITAV INVESTMENT HOUSE LTD | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 7 |
Northeast Financial Consultants Inc | 7 | 7 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q1 2022 | 7 |
Cranbrook Wealth Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 1 | 0.00% | 0.04% | 0.06% | Q2 2019 | Q3 2021 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.20% | 1.20% | 1.94% | Q4 2019 | Q3 2021 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 0.11% | 2.15% | 3.29% | Q4 2019 | Q1 2021 | 6 |
Gleason Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
QUATTRO FINANCIAL ADVISORS LLC | 6 | 6 | 0.09% | 0.18% | 0.36% | Q2 2021 | Q3 2022 | 6 |
Byrne Asset Management LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 6 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2021 | 6 |
First Allied Advisory Services, Inc. | 6 | 6 | 0.01% | 0.06% | 0.18% | Q2 2019 | Q3 2020 | 6 |
Kalos Management, Inc. | 4 | 2 | 0.09% | 0.16% | 0.25% | Q3 2020 | Q1 2022 | 6 |
South Shore Capital Advisors | 6 | 6 | 0.51% | 0.93% | 1.62% | Q4 2020 | Q1 2022 | 6 |
GRIMES & COMPANY, INC. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
M&T BANK CORP | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 6 |
BROWN ADVISORY INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Revolve Wealth Partners, LLC | 6 | 6 | 0.07% | 0.13% | 0.22% | Q4 2021 | Q1 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 6 |
Washington Trust Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
New World Advisors LLC | 6 | 6 | 0.44% | 0.67% | 0.96% | Q2 2022 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Mach-1 Financial Group, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 6 |
IMA Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Sterling Investment Advisors, Ltd. | 6 | 6 | 0.00% | 0.19% | 0.48% | Q4 2020 | Q1 2022 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 0.79% | 1.04% | 1.37% | Q2 2022 | Q3 2023 | 6 |
Cordasco Financial Network | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Bristlecone Advisors, LLC | 6 | 6 | 2.24% | 3.03% | 3.48% | Q1 2022 | Q2 2023 | 6 |
REGENTATLANTIC CAPITAL LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 6 |
Capital Advisory Group Advisory Services, LLC | 4 | 2 | 0.01% | 0.12% | 0.43% | Q4 2020 | Q2 2022 | 6 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.05% | 0.12% | Q1 2021 | Q3 2023 | 6 |
Whitnell & Co. | 6 | 6 | 0.06% | 0.47% | 0.73% | Q3 2018 | Q4 2019 | 6 |
Quent Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
EASTERLY INVESTMENT PARTNERS LLC | 6 | 6 | 0.04% | 0.05% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Mayflower Financial Advisors, LLC | 6 | 6 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Joule Financial, LLC | 6 | 6 | 0.57% | 0.81% | 0.95% | Q2 2022 | Q3 2023 | 6 |
PRUDENTIAL PLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Tortoise Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SFMG, LLC | 6 | 6 | 0.05% | 0.08% | 0.11% | Q3 2020 | Q4 2021 | 6 |
Paragon Private Wealth Management, LLC | 4 | 2 | 0.17% | 0.35% | 0.78% | Q4 2021 | Q2 2023 | 6 |
Founders Financial Alliance, LLC | 6 | 6 | 0.01% | 0.14% | 0.58% | Q3 2020 | Q4 2021 | 6 |
Graypoint LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
ProVise Management Group, LLC | 6 | 6 | 0.22% | 0.39% | 0.49% | Q3 2020 | Q4 2021 | 6 |
Advisor Resource Council | 5 | 1 | 0.06% | 0.67% | 1.39% | Q2 2021 | Q1 2023 | 6 |
CULLEN/FROST BANKERS, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Vision Capital Management, Inc. | 6 | 6 | 0.04% | 0.08% | 0.12% | Q4 2020 | Q1 2022 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bridgewater Advisors Inc. | 5 | 1 | 0.06% | 0.11% | 0.16% | Q2 2021 | Q1 2023 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Lansing Street Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 0.23% | 0.38% | 0.83% | Q3 2020 | Q3 2023 | 6 |
Resource Management, LLC | 6 | 6 | 0.06% | 0.40% | 1.11% | Q3 2020 | Q4 2021 | 6 |
Haverford Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
STALEY CAPITAL ADVISERS INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Hudson Bay Capital Management LP | 6 | 6 | 0.04% | 0.21% | 0.66% | Q1 2021 | Q2 2022 | 6 |
Greenfield Savings Bank | 4 | 2 | 0.13% | 0.17% | 0.19% | Q2 2022 | Q4 2023 | 6 |
Biltmore Capital Advisors LLC | 5 | 1 | 0.04% | 0.38% | 1.24% | Q4 2018 | Q4 2021 | 6 |
American Institute for Advanced Investment Management, LLP | 6 | 6 | 0.15% | 0.37% | 0.69% | Q4 2020 | Q1 2022 | 6 |
Banque Cantonale Vaudoise | 4 | 2 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 6 |
Cribstone Capital Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q4 2022 | 6 |
Warberg Asset Management LLC | 4 | 1 | 0.04% | 0.15% | 0.32% | Q4 2020 | Q3 2022 | 6 |
Main Management LLC | 4 | 1 | 0.00% | 0.04% | 0.20% | Q4 2021 | Q3 2023 | 6 |
TWO SIGMA ADVISERS, LP | 6 | 6 | 0.01% | 0.18% | 0.44% | Q2 2022 | Q3 2023 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.02% | 0.12% | 0.22% | Q3 2020 | Q4 2021 | 6 |
Gemmer Asset Management LLC | 6 | 6 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Highland Financial Advisors, LLC | 6 | 6 | 1.70% | 2.11% | 2.62% | Q2 2022 | Q3 2023 | 6 |
Covenant Asset Management, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q4 2021 | 6 |
Klingman & Associates, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Beacon Pointe Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.57% | 1.10% | Q2 2022 | Q3 2023 | 6 |
DRW Securities, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 6 |
COWEN AND COMPANY, LLC | 4 | 4 | 0.89% | 5.58% | 12.57% | Q4 2021 | Q3 2022 | 6 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 6 |
Trilogy Capital Inc. | 4 | 2 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 6 |
BerganKDV Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Stonebridge Financial Planning Group, LLC | 6 | 6 | 0.03% | 0.05% | 0.09% | Q3 2020 | Q4 2021 | 6 |
ELEMENT POINTE ADVISORS, LLC | 6 | 6 | 0.16% | 0.81% | 1.32% | Q3 2020 | Q4 2021 | 6 |
PGIM Custom Harvest LLC | 4 | 2 | 0.02% | 0.09% | 0.21% | Q4 2020 | Q1 2023 | 6 |
Dakota Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q2 2022 | 6 |
Corbenic Partners LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 6 |
MADDEN SECURITIES Corp | 4 | 1 | 0.02% | 0.31% | 0.51% | Q4 2019 | Q4 2022 | 6 |
HOWE & RUSLING INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 6 |
Oxinas Partners Wealth Management LLC | 6 | 6 | 0.13% | 2.46% | 4.69% | Q4 2020 | Q1 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Tradewinds Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
J. Goldman & Co LP | 2 | 1 | 0.04% | 0.13% | 0.22% | Q4 2021 | Q3 2023 | 5 |
Selective Wealth Management, Inc. | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2022 | 5 |
PEAK FINANCIAL ADVISORS LLC | 5 | 5 | 0.20% | 0.44% | 0.77% | Q4 2020 | Q4 2021 | 5 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q3 2021 | 5 |
Destiny Wealth Partners, LLC | 5 | 5 | 0.40% | 0.47% | 0.52% | Q4 2020 | Q4 2021 | 5 |
ACAS, LLC | 5 | 5 | 0.40% | 0.64% | 0.81% | Q1 2021 | Q1 2022 | 5 |
CGN Advisors LLC | 5 | 5 | 0.06% | 0.13% | 0.23% | Q4 2020 | Q4 2021 | 5 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.07% | 0.17% | Q4 2020 | Q3 2023 | 5 |
BlackRock Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 5 |
CFS Investment Advisory Services, LLC | 3 | 1 | 0.00% | 0.04% | 0.11% | Q4 2020 | Q3 2022 | 5 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.03% | 0.15% | 0.29% | Q3 2020 | Q3 2023 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
HC FINANCIAL ADVISORS INC | 5 | 5 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q2 2022 | 5 |
KEYBANK NATIONAL ASSOCIATION/OH | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
PRIVATE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.08% | 0.17% | 0.23% | Q4 2020 | Q4 2021 | 5 |
WHITTIER TRUST CO OF NEVADA INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 5 |
DCM Advisors, LLC | 5 | 5 | 0.04% | 0.19% | 0.39% | Q4 2020 | Q4 2021 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.16% | 0.24% | 0.32% | Q4 2020 | Q4 2021 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.26% | 0.31% | 0.37% | Q2 2022 | Q2 2023 | 5 |
CONNABLE OFFICE INC | 3 | 1 | 0.61% | 1.01% | 1.26% | Q1 2021 | Q3 2022 | 5 |
Carmichael Hill & Associates, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 5 |
Full Sail Capital, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2021 | 5 |
D'Orazio & Associates, Inc. | 5 | 5 | 0.01% | 0.45% | 0.84% | Q3 2020 | Q3 2021 | 5 |
Quantitative Advantage, LLC | 5 | 5 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q1 2022 | 5 |
SAGE PRIVATE WEALTH GROUP, LLC | 4 | 1 | 0.00% | 3.03% | 13.68% | Q4 2020 | Q3 2022 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.20% | 0.70% | Q4 2020 | Q2 2022 | 5 |
EWG Elevate Inc. | 4 | 1 | 0.01% | 1.40% | 6.18% | Q3 2020 | Q3 2023 | 5 |
Intersect Capital LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q4 2021 | 5 |
ASHFORD CAPITAL MANAGEMENT INC | 5 | 5 | 0.05% | 0.13% | 0.23% | Q4 2021 | Q4 2022 | 5 |
CRA Financial Services, LLC | 5 | 5 | 0.08% | 0.14% | 0.19% | Q1 2021 | Q1 2022 | 5 |
KENFARB & CO. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Provident Wealth Management, LLC | 5 | 5 | 0.49% | 1.96% | 6.21% | Q1 2021 | Q1 2022 | 5 |
Williams Jones Wealth Management, LLC. | 5 | 5 | 0.03% | 0.09% | 0.14% | Q3 2020 | Q3 2021 | 5 |
HEADINVEST, LLC | 4 | 1 | 0.01% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 5 |
Blackston Financial Advisory Group, LLC | 3 | 2 | 0.15% | 0.23% | 0.38% | Q4 2021 | Q2 2023 | 5 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 5 |
Vishria Bird Financial Group, LLC | 5 | 5 | 3.08% | 4.02% | 4.61% | Q1 2021 | Q1 2022 | 5 |
Interval Partners, LP | 2 | 1 | 0.08% | 0.34% | 1.04% | Q4 2020 | Q3 2023 | 5 |
Paragon Wealth Strategies, LLC | 5 | 5 | 0.10% | 1.22% | 2.88% | Q3 2020 | Q3 2021 | 5 |
GYL FINANCIAL SYNERGIES, LLC | 5 | 5 | 0.06% | 0.14% | 0.17% | Q4 2020 | Q4 2021 | 5 |
Blue Zone Wealth Advisors, LLC | 5 | 5 | 0.26% | 0.37% | 0.50% | Q1 2021 | Q1 2022 | 5 |
Independent Advisor Alliance | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 5 |
Congress Wealth Management LLC / DE / | 5 | 5 | 0.01% | 0.04% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Weiss Multi-Strategy Advisers LLC | 3 | 2 | 0.01% | 0.24% | 0.87% | Q3 2021 | Q4 2022 | 5 |
Veracity Capital LLC | 5 | 5 | 0.09% | 0.16% | 0.26% | Q4 2020 | Q4 2021 | 5 |
GUYASUTA INVESTMENT ADVISORS INC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
BCGM Wealth Management, LLC | 5 | 5 | 0.26% | 0.73% | 0.88% | Q4 2020 | Q4 2021 | 5 |
HBC Financial Services, PLLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 5 |
Eversept Partners, LP | 4 | 1 | 0.26% | 0.54% | 0.74% | Q1 2021 | Q2 2022 | 5 |
Lenox Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Fermata Advisors, LLC | 5 | 5 | 0.10% | 0.53% | 1.51% | Q1 2021 | Q1 2022 | 5 |
Acorn Wealth Advisors, LLC | 4 | 1 | 0.09% | 0.23% | 0.36% | Q2 2018 | Q1 2021 | 5 |
Genesee Capital Advisors, LLC | 3 | 2 | 1.89% | 2.62% | 3.04% | Q4 2020 | Q1 2022 | 5 |
McClarren Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Sage Mountain Advisors LLC | 5 | 5 | 0.03% | 0.09% | 0.15% | Q4 2020 | Q4 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.04% | 0.10% | 0.18% | Q3 2022 | Q3 2023 | 5 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.07% | 0.42% | 1.48% | Q1 2021 | Q3 2022 | 5 |
Dorsey & Whitney Trust CO LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 5 |
Keystone Financial Group | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
ACT Advisors, LLC. | 5 | 5 | 0.56% | 6.02% | 14.80% | Q4 2020 | Q4 2021 | 5 |
Avion Wealth | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Continuum Advisory, LLC | 4 | 1 | 0.04% | 1.38% | 2.14% | Q1 2021 | Q3 2023 | 5 |
NTV ASSET MANAGEMENT LLC | 4 | 1 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 5 |
KFA Private Wealth Group, LLC | 5 | 5 | 0.16% | 0.19% | 0.22% | Q1 2021 | Q1 2022 | 5 |
Rehmann Capital Advisory Group | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Atlas Principals, LLC | 3 | 1 | 0.93% | 6.31% | 17.27% | Q2 2020 | Q1 2022 | 5 |
SevenBridge Financial Group, LLC | 4 | 1 | 0.00% | 0.08% | 0.40% | Q3 2018 | Q4 2021 | 5 |
CloudAlpha Capital Management Limited/Hong Kong | 2 | 1 | 2.94% | 14.24% | 58.84% | Q4 2020 | Q2 2022 | 5 |
Firestone Capital Management | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2021 | 5 |
LEO BROKERAGE, LLC | 4 | 1 | 0.04% | 0.09% | 0.13% | Q4 2020 | Q1 2022 | 5 |
SVB WEALTH LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
TD Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
TWO SIGMA INVESTMENTS, LP | 4 | 1 | 0.03% | 0.13% | 0.27% | Q2 2022 | Q3 2023 | 5 |
Capula Management Ltd | 2 | 2 | 0.02% | 0.15% | 0.46% | Q2 2022 | Q3 2022 | 5 |
WHITTIER TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
RITHOLTZ WEALTH MANAGEMENT | 4 | 4 | 0.00% | 0.03% | 0.09% | Q2 2021 | Q1 2022 | 5 |
Trek Financial, LLC | 5 | 5 | 0.02% | 0.06% | 0.08% | Q1 2021 | Q1 2022 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.32% | 0.59% | 1.00% | Q4 2021 | Q4 2022 | 5 |
Silversage Advisors | 5 | 5 | 1.70% | 4.77% | 16.26% | Q4 2019 | Q4 2020 | 5 |
FIRST INTERSTATE BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Gruss & Co., LLC | 5 | 5 | 1.27% | 6.34% | 11.95% | Q4 2020 | Q4 2021 | 5 |
Global Assets Advisory, LLC | 3 | 2 | 0.23% | 0.32% | 0.63% | Q2 2022 | Q3 2023 | 5 |
Bay Rivers Group | 5 | 5 | 0.52% | 0.76% | 0.99% | Q1 2021 | Q1 2022 | 5 |
MAPLELANE CAPITAL, LLC | 2 | 1 | 0.26% | 5.20% | 12.94% | Q1 2021 | Q4 2022 | 5 |
Global Trust Asset Management, LLC | 3 | 1 | 0.00% | 0.04% | 0.06% | Q2 2018 | Q4 2021 | 5 |
Taylor Wealth Management Partners | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Pachira Investments Inc. | 5 | 5 | 0.18% | 0.28% | 0.39% | Q4 2020 | Q4 2021 | 5 |
Eagle Bay Advisors LLC | 3 | 2 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2022 | 5 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.09% | 2.00% | 3.97% | Q1 2022 | Q2 2023 | 5 |
USAdvisors Wealth Management, LLC | 5 | 5 | 0.11% | 0.12% | 0.15% | Q2 2021 | Q2 2022 | 5 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cardinal Point Wealth Management Partners, LLC | 4 | 4 | 0.58% | 1.36% | 2.81% | Q4 2021 | Q3 2022 | 4 |
Sandbox Financial Partners, LLC | 4 | 4 | 1.33% | 2.35% | 3.54% | Q4 2020 | Q3 2021 | 4 |
Mount Yale Investment Advisors, LLC | 4 | 4 | 0.22% | 0.30% | 0.34% | Q4 2022 | Q3 2023 | 4 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Point72 Asset Management, L.P. | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q1 2023 | 4 |
Optiver Holding B.V. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Paul John Balson | 4 | 4 | 0.44% | 0.48% | 0.53% | Q1 2020 | Q4 2020 | 4 |
Burleson & Company, LLC | 4 | 4 | 0.00% | 0.17% | 0.70% | Q1 2021 | Q4 2021 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Freedom Investment Management, Inc. | 4 | 4 | 0.21% | 0.27% | 0.31% | Q1 2021 | Q4 2021 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
360 Financial, Inc. | 3 | 1 | 0.13% | 0.15% | 0.18% | Q4 2020 | Q3 2022 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.31% | 0.34% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Aurora Private Wealth, Inc. | 4 | 4 | 0.10% | 0.12% | 0.13% | Q1 2021 | Q4 2021 | 4 |
SRS Capital Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 4 |
SP Asset Management | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.21% | 0.35% | 0.68% | Q4 2020 | Q3 2021 | 4 |
Ikarian Capital, LLC | 3 | 1 | 0.03% | 1.14% | 4.44% | Q1 2021 | Q1 2023 | 4 |
Canal Insurance CO | 4 | 4 | 0.11% | 0.17% | 0.28% | Q4 2021 | Q3 2022 | 4 |
SAX WEALTH ADVISORS, LLC | 4 | 4 | 0.05% | 0.15% | 0.24% | Q1 2021 | Q4 2021 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.13% | 0.24% | 0.36% | Q1 2020 | Q4 2020 | 4 |
Derbend Asset Management | 4 | 4 | 0.56% | 0.71% | 0.99% | Q2 2021 | Q1 2022 | 4 |
Steward Financial Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 4 |
James Reed Financial Services, Inc. | 4 | 4 | 0.86% | 1.09% | 1.44% | Q4 2021 | Q3 2022 | 4 |
OARSMAN CAPITAL, INC. | 4 | 4 | 0.09% | 0.16% | 0.20% | Q1 2021 | Q4 2021 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.22% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
HOLDERNESS INVESTMENTS CO | 4 | 4 | 0.06% | 0.09% | 0.10% | Q1 2021 | Q4 2021 | 4 |
Cardinal Point Wealth Management LLC | 4 | 4 | 4.91% | 6.82% | 8.17% | Q4 2020 | Q3 2021 | 4 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.15% | 0.60% | Q4 2020 | Q3 2023 | 4 |
Harvey Partners, LLC | 2 | 1 | 0.44% | 0.96% | 1.66% | Q1 2021 | Q2 2022 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 1.24% | 1.72% | 2.02% | Q4 2020 | Q3 2021 | 4 |
DORCHESTER WEALTH MANAGEMENT Co | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q3 2021 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Apexium Financial, LP | 4 | 4 | 0.36% | 0.92% | 1.20% | Q2 2020 | Q1 2021 | 4 |
Affiance Financial, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Moisand Fitzgerald Tamayo, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
FIRST MANHATTAN CO. LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Triumph Capital Management | 3 | 1 | 0.12% | 0.68% | 1.12% | Q2 2021 | Q4 2022 | 4 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.24% | 0.48% | Q2 2021 | Q3 2023 | 4 |
Ruggie Capital Group | 2 | 2 | 0.02% | 0.10% | 0.21% | Q1 2016 | Q3 2019 | 4 |
Ranch Capital Advisors Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Red Cedar Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Strategic Wealth Investment Group, LLC | 4 | 4 | 0.06% | 0.15% | 0.27% | Q3 2022 | Q2 2023 | 4 |
HBK INVESTMENTS L P | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 4 |
Vantage Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Atlas Private Wealth Advisors | 3 | 1 | 0.00% | 0.35% | 1.13% | Q4 2020 | Q4 2021 | 4 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 1 | 0.01% | 0.06% | 0.09% | Q2 2018 | Q4 2021 | 4 |
EP Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 4 |
Sutton Wealth Advisors Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 4 |
Paradigm Financial Partners, LLC | 4 | 4 | 0.25% | 0.37% | 0.66% | Q4 2020 | Q3 2021 | 4 |
CREDIT AGRICOLE S A | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Triton Wealth Management, PLLC | 4 | 4 | 0.23% | 0.37% | 0.50% | Q3 2020 | Q2 2021 | 4 |
Mezzasalma Advisors, LLC | 4 | 4 | 0.18% | 0.21% | 0.26% | Q2 2021 | Q1 2022 | 4 |
Future Financial Wealth Managment LLC | 4 | 4 | 0.01% | 0.82% | 1.25% | Q2 2021 | Q1 2022 | 4 |
Johnson Bixby & Associates, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q3 2021 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.07% | 0.10% | 0.12% | Q4 2018 | Q3 2019 | 4 |
IEQ CAPITAL, LLC | 4 | 4 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q3 2021 | 4 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
North Fourth Asset Management, LP | 2 | 1 | 0.09% | 1.21% | 3.40% | Q1 2022 | Q3 2023 | 4 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 4 |
PagnatoKarp Partners LLC | 4 | 4 | 0.22% | 2.96% | 6.33% | Q2 2019 | Q1 2020 | 4 |
Quad-Cities Investment Group, LLC | 4 | 4 | 0.21% | 0.27% | 0.36% | Q4 2020 | Q3 2021 | 4 |
Claret Asset Management Corp | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
MILESTONE ASSET MANAGEMENT, LLC | 4 | 4 | 0.15% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.24% | 0.27% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Strategic Financial Services, Inc, | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 4 |
AVAII WEALTH MANAGEMENT, LLC | 4 | 4 | 0.25% | 0.39% | 0.63% | Q4 2021 | Q3 2022 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.15% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
QCM Cayman, Ltd. | 2 | 1 | 0.75% | 1.54% | 2.43% | Q1 2021 | Q1 2023 | 4 |
Colonial River Wealth Management, LLC | 3 | 1 | 0.09% | 0.20% | 0.30% | Q4 2020 | Q4 2021 | 4 |
STRATEGY ASSET MANAGERS LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.11% | 0.14% | 0.18% | Q4 2020 | Q3 2021 | 4 |
SYMMETRY PEAK MANAGEMENT LLC | 3 | 1 | 0.38% | 0.52% | 0.67% | Q2 2022 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 4 |
Emery Howard Portfolio Management, Inc. | 4 | 4 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q4 2021 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
PINNACLE ASSOCIATES LTD | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q4 2021 | 4 |
WC Walker & Associates, Inc. | 4 | 4 | 1.56% | 1.72% | 1.88% | Q4 2020 | Q3 2021 | 4 |
Tatro Capital, LLC | 2 | 2 | 0.57% | 1.39% | 3.12% | Q1 2021 | Q1 2022 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.10% | 0.22% | 0.34% | Q1 2022 | Q4 2022 | 4 |
LEGACY FINANCIAL GROUP, INC. | 4 | 4 | 0.16% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Core Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Navalign, LLC | 4 | 4 | 0.09% | 0.12% | 0.14% | Q1 2021 | Q4 2021 | 4 |
LEVIN CAPITAL STRATEGIES, L.P. | 2 | 1 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q2 2022 | 4 |
CVA Family Office, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 4 |
WCG Wealth Advisors LLC | 2 | 1 | 0.00% | 0.04% | 0.10% | Q2 2022 | Q3 2023 | 4 |
Viewpoint Capital Management LLC | 4 | 4 | 0.11% | 0.15% | 0.17% | Q4 2021 | Q3 2022 | 4 |
Southland Equity Partners LLC | 4 | 4 | 0.10% | 0.16% | 0.21% | Q1 2021 | Q4 2021 | 4 |
STONNINGTON GROUP, LLC | 4 | 4 | 0.10% | 0.13% | 0.15% | Q1 2021 | Q4 2021 | 4 |
Baymount Management LP | 2 | 1 | 3.14% | 23.89% | 71.92% | Q3 2021 | Q1 2023 | 4 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 4 |
HERBST GROUP, LLC | 4 | 4 | 0.22% | 0.36% | 0.60% | Q4 2021 | Q3 2022 | 4 |
HCR Wealth Advisors | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Greenwich Wealth Management LLC | 4 | 4 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q4 2021 | 4 |
WHITEBOX ADVISORS LLC | 4 | 4 | 0.07% | 0.24% | 0.39% | Q2 2021 | Q1 2022 | 4 |
PENOBSCOT WEALTH MANAGEMENT | 4 | 4 | 1.29% | 1.68% | 2.07% | Q2 2021 | Q1 2022 | 4 |
Cooper Financial Group | 3 | 1 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 4 |
PROFESSIONAL PLANNING | 4 | 4 | 0.10% | 0.15% | 0.25% | Q4 2020 | Q3 2021 | 4 |
BNC WEALTH MANAGEMENT, LLC | 4 | 4 | 0.14% | 0.55% | 0.99% | Q3 2020 | Q2 2021 | 4 |
Versant Capital Management, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
ESG Planning | 4 | 4 | 0.40% | 0.81% | 0.96% | Q1 2022 | Q4 2022 | 4 |
Stewardship Advisors, LLC | 4 | 4 | 0.21% | 1.45% | 2.13% | Q4 2020 | Q3 2021 | 4 |
Certified Advisory Corp | 3 | 1 | 0.00% | 0.05% | 0.08% | Q2 2020 | Q3 2021 | 4 |
YHB Investment Advisors, Inc. | 4 | 4 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
DOWLING & YAHNKE LLC | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2021 | 4 |
Fairhaven Wealth Management, LLC | 4 | 4 | 0.18% | 1.20% | 1.62% | Q4 2020 | Q3 2021 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.80% | 1.90% | 2.77% | Q2 2020 | Q1 2021 | 4 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.09% | 0.20% | Q1 2021 | Q1 2022 | 4 |
Pensionmark Financial Group, LLC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2020 | Q3 2021 | 4 |
CQS (US), LLC | 3 | 1 | 1.00% | 4.17% | 5.86% | Q1 2021 | Q1 2023 | 4 |
EPIQ PARTNERS, LLC | 4 | 4 | 0.12% | 0.18% | 0.30% | Q4 2020 | Q3 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.04% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Ferris Capital, LLC | 3 | 1 | 0.09% | 0.27% | 0.41% | Q1 2021 | Q1 2022 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q1 2022 | 4 |
Grant/GrossMendelsohn, LLC | 4 | 4 | 1.79% | 2.50% | 2.92% | Q4 2020 | Q3 2021 | 4 |
AlphaStar Capital Management, LLC | 4 | 4 | 0.02% | 0.16% | 0.23% | Q2 2021 | Q1 2022 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.28% | 0.30% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Commonwealth Retirement Investments LLC | 4 | 4 | 0.26% | 0.33% | 0.38% | Q4 2022 | Q3 2023 | 4 |
BERRY GROUP, LLC | 3 | 3 | 0.21% | 0.39% | 0.57% | Q2 2020 | Q4 2020 | 3 |
INGALLS & SNYDER LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Coyle Financial Counsel LLC | 3 | 3 | 4.57% | 5.00% | 5.38% | Q1 2021 | Q3 2021 | 3 |
Aldebaran Financial Inc. | 3 | 3 | 0.17% | 0.19% | 0.20% | Q1 2021 | Q3 2021 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.98% | 0.99% | 1.00% | Q1 2023 | Q3 2023 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.31% | 0.34% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CFO4Life Group, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 1 | 0.11% | 0.29% | 0.64% | Q3 2020 | Q2 2021 | 3 |
FIRST UNITED BANK & TRUST | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2021 | Q3 2021 | 3 |
First Bancorp, Inc /ME/ | 2 | 1 | 0.18% | 0.22% | 0.25% | Q1 2021 | Q4 2021 | 3 |
Alpha Cubed Investments, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
CLEAR STREET MARKETS LLC | 2 | 2 | 0.13% | 0.21% | 0.27% | Q1 2021 | Q2 2021 | 3 |
Choice Wealth Advisors, LLC | 3 | 3 | 0.17% | 0.18% | 0.20% | Q4 2020 | Q2 2021 | 3 |
TruWealth Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 3 |
LFA - Lugano Financial Advisors SA | 2 | 1 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q2 2022 | 3 |
ENTERPRISE FINANCIAL SERVICES CORP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
JB Capital LLC | 3 | 3 | 0.02% | 0.05% | 0.08% | Q3 2021 | Q1 2022 | 3 |
CANTOR FITZGERALD, L. P. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 3 |
Stelac Advisory Services LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Rinet Co LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q3 2021 | 3 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 3 |
San Luis Wealth Advisors LLC | 3 | 3 | 0.15% | 0.28% | 0.35% | Q3 2021 | Q1 2022 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Abacus Wealth Partners, LLC | 3 | 3 | 0.08% | 0.12% | 0.17% | Q1 2021 | Q3 2021 | 3 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.01% | 0.14% | 0.24% | Q1 2022 | Q1 2023 | 3 |
Gillson Capital LP | 2 | 1 | 0.04% | 0.22% | 0.52% | Q2 2022 | Q1 2023 | 3 |
Synergy Asset Management, LLC | 1 | 1 | 0.07% | 0.85% | 1.46% | Q4 2020 | Q4 2021 | 3 |
Rockbridge Investment Management, LCC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Evanson Asset Management, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.19% | 0.23% | 0.29% | Q1 2021 | Q3 2021 | 3 |
SCOPIA CAPITAL MANAGEMENT LP | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Bienville Capital Management, LLC | 3 | 3 | 0.08% | 0.36% | 0.50% | Q2 2021 | Q4 2021 | 3 |
Wealth Quarterback LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 3 |
Soros Fund Management | 2 | 1 | 0.22% | 0.39% | 0.69% | Q4 2022 | Q3 2023 | 3 |
MCF Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Peregrine Asset Advisers, Inc. | 3 | 3 | 0.30% | 0.36% | 0.42% | Q2 2020 | Q4 2020 | 3 |
Strategic Vision Investment Ltd | 2 | 1 | 11.39% | 17.80% | 28.61% | Q1 2021 | Q4 2021 | 3 |
Pekin Hardy Strauss, Inc. | 3 | 3 | 0.17% | 0.27% | 0.34% | Q2 2020 | Q4 2020 | 3 |
Newfoundland Capital Management | 2 | 2 | 0.01% | 0.49% | 1.07% | Q4 2021 | Q1 2022 | 3 |
AMERICAN NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q1 2023 | 3 |
WESPAC Advisors SoCal, LLC | 3 | 3 | 0.11% | 0.16% | 0.21% | Q2 2021 | Q4 2021 | 3 |
Gilfoyle Management LLC | 3 | 3 | 12.00% | 23.89% | 33.33% | Q1 2023 | Q3 2023 | 3 |
Magnus Financial Group LLC | 3 | 3 | 0.03% | 0.07% | 0.09% | Q4 2020 | Q2 2021 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q2 2021 | 3 |
Laurion Capital Management LP | 3 | 3 | 0.11% | 0.44% | 0.95% | Q2 2021 | Q4 2021 | 3 |
Matisse Capital | 3 | 3 | 0.13% | 0.14% | 0.17% | Q2 2021 | Q4 2021 | 3 |
Semus Wealth Partners LLC | 3 | 3 | 0.19% | 0.21% | 0.25% | Q1 2023 | Q3 2023 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 3 |
RETIREMENT GUYS FORMULA LLC | 2 | 1 | 0.52% | 0.71% | 0.96% | Q4 2021 | Q2 2023 | 3 |
Frontier Wealth Management LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
American Planning Services, Inc. | 3 | 3 | 0.36% | 1.62% | 3.94% | Q4 2021 | Q2 2022 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Leeward Financial Partners, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
CenterStar Asset Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2021 | 3 |
Capital Markets Trading UK LLP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Parker Investment Management, LLC | 3 | 3 | 0.66% | 1.40% | 2.68% | Q2 2020 | Q4 2020 | 3 |
ACG Wealth | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Insight Wealth Strategies, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Edge Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Brookfield Asset Management | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 3 |
Welch Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Herold Advisors, Inc. | 3 | 3 | 0.12% | 0.15% | 0.19% | Q3 2021 | Q1 2022 | 3 |
Corient Capital Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
BRYN MAWR TRUST Co | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Montecito Bank & Trust | 3 | 3 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q4 2021 | 3 |
Rathbones Group PLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 3 |
Truepoint, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.19% | 0.24% | 0.29% | Q2 2021 | Q4 2021 | 3 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 3 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 3 | 3 | 2.07% | 2.17% | 2.23% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
SONATA CAPITAL GROUP INC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2021 | Q3 2021 | 3 |
Compass Advisory Group LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q3 2022 | Q1 2023 | 3 |
Eisler Capital (UK) Ltd. | 2 | 1 | 0.24% | 0.29% | 0.37% | Q2 2021 | Q1 2022 | 3 |
GenTrust, LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q2 2020 | Q4 2020 | 3 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q4 2021 | 3 |
Soltis Investment Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Paloma Partners Management Co | 1 | 1 | 0.03% | 0.19% | 0.34% | Q4 2020 | Q3 2023 | 3 |
Raleigh Capital Management Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 3 |
HOWARD FINANCIAL SERVICES, LTD. | 1 | 1 | 0.01% | 0.18% | 0.52% | Q4 2021 | Q4 2022 | 3 |
Homrich & Berg | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.40% | 2.41% | 6.26% | Q1 2022 | Q3 2022 | 3 |
TPB WEALTH ADVISORS | 3 | 3 | 0.76% | 0.92% | 1.03% | Q1 2021 | Q3 2021 | 3 |
Bridgewealth Advisory Group, LLC | 3 | 3 | 0.26% | 0.34% | 0.39% | Q1 2023 | Q3 2023 | 3 |
BRADLEY FOSTER & SARGENT INC/CT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
MARINER INVESTMENT GROUP LLC | 3 | 3 | 0.02% | 0.04% | 0.09% | Q1 2021 | Q3 2021 | 3 |
American Money Management, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
MANCHESTER FINANCIAL INC | 3 | 3 | 0.01% | 0.98% | 1.60% | Q4 2020 | Q2 2021 | 3 |
Coltrane Asset Management L.P. | 3 | 3 | 1.85% | 7.64% | 13.15% | Q4 2020 | Q2 2021 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
TCWP LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q2 2023 | 3 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 3 |
Financial Engines Advisors L.L.C. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
JSF Financial, LLC | 3 | 3 | 0.17% | 0.20% | 0.24% | Q1 2021 | Q3 2021 | 3 |
RPG Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Cutter & CO Brokerage, Inc. | 3 | 3 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q2 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.06% | 0.16% | Q3 2022 | Q3 2023 | 3 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 3 |
Syntegra Private Wealth Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Northwest Capital Management Inc | 2 | 1 | 0.06% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 3 |
Capital Asset Advisory Services LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 3 |
Kathleen S. Wright Associates Inc. | 3 | 3 | 0.07% | 0.52% | 1.38% | Q4 2021 | Q2 2022 | 3 |
FMA ADVISORY INC | 2 | 1 | 0.13% | 0.16% | 0.18% | Q4 2020 | Q3 2021 | 3 |
Capital Advisors Wealth Management, LLC | 3 | 3 | 0.15% | 0.75% | 1.19% | Q1 2021 | Q3 2021 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.12% | 0.17% | 0.20% | Q1 2023 | Q3 2023 | 3 |
RMB Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 3 | 3 | 1.58% | 1.75% | 1.86% | Q1 2021 | Q3 2021 | 3 |
MGO Private Wealth, LLC | 3 | 3 | 0.36% | 0.48% | 0.57% | Q3 2022 | Q1 2023 | 3 |
EMJ Capital Ltd. | 2 | 1 | 2.22% | 15.20% | 22.19% | Q1 2021 | Q3 2022 | 3 |
WEBSTER BANK, N. A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.02% | 0.06% | 0.12% | Q4 2020 | Q1 2022 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q3 2021 | 3 |
United American Securities Inc. (d/b/a UAS Asset Management) | 3 | 3 | 0.24% | 0.95% | 1.57% | Q2 2020 | Q4 2020 | 3 |
EMG Holdings, L.P. | 1 | 1 | 0.22% | 0.42% | 0.51% | Q1 2022 | Q2 2023 | 3 |
TIEDEMANN ADVISORS, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Goodman Advisory Group, LLC | 2 | 1 | 0.00% | 0.32% | 0.97% | Q4 2021 | Q3 2022 | 3 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.08% | 0.12% | Q1 2022 | Q3 2022 | 3 |
LONESTAR CAPITAL MANAGEMENT LLC | 3 | 3 | 1.62% | 2.40% | 3.56% | Q4 2022 | Q2 2023 | 3 |
Menard Financial Group LLC | 3 | 3 | 2.76% | 3.38% | 3.74% | Q3 2020 | Q1 2021 | 3 |
Vectors Research Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Wealth Management Partners, LLC | 3 | 3 | 0.28% | 0.52% | 0.72% | Q2 2021 | Q4 2021 | 3 |
InterOcean Capital Group, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Nan Shan Life Insurance Co., Ltd. | 3 | 3 | 0.11% | 0.21% | 0.37% | Q1 2021 | Q3 2021 | 3 |
Harfst & Associates, Inc. | 3 | 3 | 0.45% | 0.53% | 0.58% | Q1 2021 | Q3 2021 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Powell Investment Advisors, LLC | 3 | 3 | 0.02% | 0.18% | 0.32% | Q1 2021 | Q3 2021 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.05% | 0.19% | 0.41% | Q2 2021 | Q1 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.09% | 0.15% | 0.21% | Q1 2021 | Q2 2023 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2021 | 3 |
ALTFEST L J & CO INC | 2 | 1 | 0.05% | 0.14% | 0.32% | Q4 2020 | Q2 2023 | 3 |
MAS Advisors LLC | 2 | 2 | 0.23% | 0.27% | 0.32% | Q4 2021 | Q1 2022 | 2 |
CARDIFF PARK ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
SageGuard Financial Group, LLC | 2 | 2 | 0.22% | 0.27% | 0.32% | Q4 2020 | Q1 2021 | 2 |
WealthTrust Asset Management, LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2021 | Q3 2021 | 2 |
Golden State Equity Partners | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2021 | Q3 2021 | 2 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Vienna Asset Management LLC | 2 | 2 | 2.65% | 5.91% | 9.17% | Q2 2022 | Q3 2022 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Rollins Financial | 2 | 2 | 0.52% | 0.56% | 0.61% | Q1 2021 | Q2 2021 | 2 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2 | 2 | 0.46% | 1.28% | 2.11% | Q4 2020 | Q1 2021 | 2 |
Sterling Manor Financial, LLC | 2 | 2 | 4.07% | 6.04% | 8.00% | Q4 2020 | Q1 2021 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q1 2023 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
IBEX WEALTH ADVISORS | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2021 | Q3 2021 | 2 |
Masso Torrence Wealth Management Inc. | 2 | 2 | 0.81% | 1.26% | 1.72% | Q4 2021 | Q1 2022 | 2 |
RMR Wealth Builders | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Florin Court Capital LLP | 2 | 2 | 0.53% | 0.57% | 0.61% | Q4 2020 | Q1 2021 | 2 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.15% | 0.22% | 0.29% | Q2 2021 | Q4 2022 | 2 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 2 | 2 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q1 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Heritage Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.05% | 0.61% | 1.17% | Q3 2021 | Q4 2021 | 2 |
RE Dickinson Investment Advisors, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Coco Enterprises, LLC | 2 | 2 | 1.69% | 1.79% | 1.88% | Q4 2020 | Q1 2021 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q3 2022 | Q4 2022 | 2 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 2 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
Virtu Financial LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q2 2018 | 2 |
All Terrain Financial Advisors, LLC | 2 | 2 | 1.93% | 2.02% | 2.11% | Q1 2021 | Q2 2021 | 2 |
B. Riley Financial, Inc. | 1 | 1 | 0.15% | 0.18% | 0.22% | Q4 2017 | Q2 2018 | 2 |
Bramshill Investments, LLC | 1 | 1 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Northstar Group, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
REGATTA CAPITAL GROUP, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 1.36% | 6.89% | 12.43% | Q2 2021 | Q3 2021 | 2 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.23% | 0.28% | 0.34% | Q1 2021 | Q1 2021 | 2 |
Eisler Capital (US) LLC | 1 | 1 | 0.03% | 0.05% | 0.08% | Q3 2023 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Candlestick Capital Management LP | 1 | 1 | 0.83% | 1.51% | 2.19% | Q4 2020 | Q3 2021 | 2 |
SII INVESTMENTS INC/WI | 2 | 2 | 0.03% | 0.06% | 0.08% | Q3 2017 | Q4 2017 | 2 |
GFS Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Cedar Mountain Advisors, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
TOTAL INVESTMENT MANAGEMENT INC | 2 | 2 | 0.10% | 3.56% | 7.02% | Q2 2023 | Q3 2023 | 2 |
Holocene Advisors, LP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
American Trust | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Sunesis Advisors, LLC | 1 | 1 | 0.14% | 0.15% | 0.15% | Q1 2023 | Q3 2023 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2022 | 2 |
CALIBER WEALTH MANAGEMENT, LLC | 2 | 2 | 0.32% | 0.36% | 0.40% | Q4 2020 | Q1 2021 | 2 |
Cornerstone Wealth Group, LLC | 2 | 2 | 2.74% | 3.36% | 3.99% | Q2 2019 | Q3 2019 | 2 |
Phocas Financial Corp. | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 2 |
PURSUE WEALTH PARTNERS LLC | 2 | 2 | 0.26% | 0.34% | 0.43% | Q2 2023 | Q3 2023 | 2 |
Aprio Wealth Management, LLC | 2 | 2 | 0.11% | 0.14% | 0.17% | Q2 2021 | Q3 2021 | 2 |
BANK HAPOALIM BM | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.04% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 2 |
Gunderson Capital Management Inc. | 2 | 2 | 0.22% | 0.23% | 0.23% | Q3 2020 | Q4 2020 | 2 |
INTRUST BANK NA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
LifePro Asset Management | 1 | 1 | 0.08% | 0.10% | 0.13% | Q3 2021 | Q1 2022 | 2 |
True Capital Management | 2 | 2 | 0.91% | 0.98% | 1.05% | Q4 2022 | Q1 2023 | 2 |
Segantii Capital Management Ltd | 1 | 1 | 0.00% | 0.44% | 0.88% | Q4 2021 | Q3 2022 | 2 |
Cumberland Partners Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Outlook Wealth Advisors, LLC | 2 | 2 | 0.36% | 0.48% | 0.60% | Q1 2021 | Q2 2021 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MV CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 2 |
LVZ, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
Connacht Asset Management LP | 2 | 2 | 0.14% | 0.45% | 0.76% | Q1 2021 | Q2 2021 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.17% | 0.26% | 0.36% | Q1 2021 | Q1 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Vigilare Wealth Management | 2 | 2 | 0.12% | 0.14% | 0.15% | Q3 2021 | Q4 2021 | 2 |
First Command Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
DIMENSION CAPITAL MANAGEMENT LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Sassicaia Capital Advisers LLC | 1 | 1 | 0.43% | 1.13% | 1.83% | Q1 2021 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 2 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q2 2020 | 2 |
Corvex Management LP | 2 | 2 | 3.40% | 3.41% | 3.42% | Q3 2021 | Q4 2021 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
Calamos Advisors LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q2 2022 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Berger Financial Group, Inc | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
LMR Partners LLP | 1 | 1 | 0.01% | 0.10% | 0.18% | Q2 2021 | Q1 2022 | 2 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Argent Advisors, Inc. | 2 | 2 | 1.08% | 1.29% | 1.50% | Q3 2020 | Q4 2020 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Amplius Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Nadler Financial Group, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
RFP Financial Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CAMBRIDGE TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FirstPurpose Wealth LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2022 | Q3 2022 | 2 |
Jordan Park Group LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2021 | Q2 2021 | 2 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.03% | 0.12% | 0.22% | Q1 2022 | Q1 2022 | 2 |
ETFIDEA, LLC | 2 | 2 | 0.14% | 0.20% | 0.26% | Q4 2021 | Q1 2022 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Waldron Private Wealth LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Epic Trust Investment Advisors, LLC | 2 | 2 | 0.32% | 0.42% | 0.51% | Q4 2021 | Q1 2022 | 2 |
Capstone Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 2 |
Gainplan LLC | 2 | 2 | 0.09% | 0.16% | 0.23% | Q2 2021 | Q3 2021 | 2 |
Greenland Capital Management LP | 2 | 2 | 0.06% | 0.08% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Arbor Investment Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
ARMOR ADVISORS, L.L.C. | 2 | 2 | 15.03% | 15.22% | 15.41% | Q3 2021 | Q4 2021 | 2 |
Gallagher Fiduciary Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Tevis Investment Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 2 |
Triatomic Management LP | 2 | 2 | 8.70% | 15.12% | 21.54% | Q4 2021 | Q1 2022 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
First Command Advisory Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
PFG Private Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Clal Insurance Enterprises Holdings Ltd | 2 | 2 | 0.64% | 0.75% | 0.85% | Q1 2022 | Q2 2022 | 2 |
Atlas Brown,Inc. | 2 | 2 | 0.18% | 0.19% | 0.21% | Q2 2021 | Q3 2021 | 2 |
Traynor Capital Management, Inc. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q1 2022 | 2 |
TFC Financial Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 1.26% | 2.56% | 3.85% | Q4 2021 | Q1 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Islet Management, LP | 1 | 1 | 1.01% | 1.15% | 1.29% | Q4 2021 | Q2 2022 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.23% | 2.71% | 5.19% | Q1 2021 | Q2 2023 | 2 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.34% | 0.76% | 1.18% | Q4 2021 | Q2 2022 | 2 |
Symmetry Investments LP | 1 | 1 | 0.45% | 3.85% | 7.24% | Q1 2021 | Q3 2023 | 2 |
ROMAN BUTLER FULLERTON & CO | 2 | 2 | 0.15% | 0.36% | 0.58% | Q1 2019 | Q2 2019 | 2 |
McGuire Investment Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
West Tower Group, LLC | 2 | 2 | 0.18% | 0.27% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Artemis Wealth Advisors, LLC | 2 | 2 | 0.05% | 1.88% | 3.72% | Q4 2020 | Q1 2021 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Joseph Group Capital Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Fulcrum Equity Management | 1 | 1 | 0.48% | 0.71% | 0.94% | Q2 2020 | Q4 2020 | 2 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
Heard Capital LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q2 2022 | Q3 2022 | 2 |
Capital Wealth Planning, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Financial Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q1 2021 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Hudson Capital Management LLC | 2 | 2 | 1.57% | 1.78% | 1.99% | Q3 2020 | Q4 2020 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Clearshares LLC | 2 | 2 | 1.24% | 1.31% | 1.37% | Q4 2018 | Q1 2019 | 2 |
Intellectus Partners, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q4 2020 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Bouchey Financial Group Ltd | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
IAM Advisory, LLC | 2 | 2 | 0.09% | 0.13% | 0.16% | Q4 2020 | Q1 2021 | 2 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 2 | 2 | 0.31% | 0.35% | 0.40% | Q2 2020 | Q3 2020 | 2 |
Investors Financial Group, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q2 2021 | 2 |
AVALON CAPITAL MANAGEMENT | 2 | 2 | 1.31% | 1.47% | 1.62% | Q4 2017 | Q1 2018 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2016 | 2 |
JT Stratford LLC | 2 | 2 | 0.13% | 0.17% | 0.20% | Q3 2021 | Q4 2021 | 2 |
Garden State Investment Advisory Services LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
K2 PRINCIPAL FUND, L.P. | 2 | 2 | 0.02% | 0.58% | 1.14% | Q4 2020 | Q1 2021 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Phoenix Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 2 |
ARMSTRONG ADVISORY GROUP, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MOULTON WEALTH MANAGEMENT, INC | 2 | 2 | 0.28% | 0.37% | 0.46% | Q1 2021 | Q2 2021 | 2 |
XML SECURITIES, LLC | 2 | 2 | 0.93% | 0.98% | 1.02% | Q4 2017 | Q1 2018 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.03% | 0.68% | 1.32% | Q3 2020 | Q4 2020 | 2 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Physician Wealth Advisors, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
QVR LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2021 | Q1 2021 | 2 |
NOVARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
BALLAST ADVISORS LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Atika Capital Management LLC | 1 | 1 | 0.80% | 0.81% | 0.83% | Q4 2021 | Q3 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.08% | 0.17% | Q2 2023 | Q3 2023 | 2 |
ARS Wealth Advisors, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q2 2021 | 2 |
SPC Financial, Inc. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 2 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Cowen Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2021 | Q1 2021 | 1 |
MY Wealth Management Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2021 | Q4 2021 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Cormorant Asset Management, LP | 1 | 1 | 2.22% | 2.22% | 2.22% | Q2 2021 | Q2 2021 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Noked Israel Ltd | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
Anson Funds Management LP | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2021 | Q2 2021 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
Northern Right Capital Management, L.P. | 1 | 1 | 1.99% | 1.99% | 1.99% | Q1 2022 | Q1 2022 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Diameter Capital Partners LP | 1 | 1 | 1.26% | 1.26% | 1.26% | Q1 2021 | Q1 2021 | 1 |
Park Capital Group, Inc. | 1 | 1 | 67.98% | 67.98% | 67.98% | Q4 2020 | Q4 2020 | 1 |
BEACONLIGHT CAPITAL, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2021 | Q3 2021 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q3 2021 | Q3 2021 | 1 |
INHERENT GROUP, LP | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2021 | Q4 2021 | 1 |
LAM GROUP, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
One Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
qPULA Trading Management LP | 1 | 1 | 1.50% | 1.50% | 1.50% | Q2 2022 | Q2 2022 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2020 | Q4 2020 | 1 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2020 | Q2 2020 | 1 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
STRINGER ASSET MANAGEMENT, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q2 2020 | Q2 2020 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
CONSILIO WEALTH ADVISORS, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2021 | Q4 2021 | 1 |
NOESIS CAPITAL MANGEMENT CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2023 | Q2 2023 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2021 | Q4 2021 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
KCL Capital, L.P. | 1 | 1 | 3.02% | 3.02% | 3.02% | Q4 2020 | Q4 2020 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ERn Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Noked Capital LTD | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Keudell/Morrison Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Maple Rock Capital Partners | 1 | 1 | 2.70% | 2.70% | 2.70% | Q3 2022 | Q3 2022 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2021 | Q1 2021 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DHK Financial Advisors, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Wick Capital Partners, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2021 | Q4 2021 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sovereign Investment Advisors, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
Bowman & Co S.C. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
COMMONS CAPITAL, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Wellington Shields & Co., LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Forbes Financial Planning, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Algebris (UK) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Appaloosa LP | 1 | 1 | 1.07% | 1.07% | 1.07% | Q1 2023 | Q1 2023 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2022 | Q1 2022 | 1 |
VIVID FINANCIAL MANAGEMENT, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Alphadyne Asset Management LP | 1 | 1 | 11.96% | 11.96% | 11.96% | Q3 2022 | Q3 2022 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Connective Portfolio Management, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q4 2020 | Q4 2020 | 1 |
MEANS INVESTMENT CO., INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 7.61% | 7.61% | 7.61% | Q3 2020 | Q3 2020 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Advance Capital Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Crown Wealth Group, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2022 | Q3 2022 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Surevest, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Aspire Wealth Management Corp | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
EdgeRock Capital LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q3 2022 | Q3 2022 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Clay Northam Wealth Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ifrah Financial Services, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2021 | Q3 2021 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FOURSIXTHREE CAPITAL LP | 1 | 1 | 27.81% | 27.81% | 27.81% | Q1 2023 | Q1 2023 | 1 |
Yong Rong (HK) Asset Management Ltd | 1 | 1 | 9.93% | 9.93% | 9.93% | Q4 2022 | Q4 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TradeLink Capital LLC | 1 | 1 | 19.57% | 19.57% | 19.57% | Q3 2021 | Q3 2021 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 1.84% | 1.84% | 1.84% | Q1 2021 | Q1 2021 | 1 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2021 | Q1 2021 | 1 |
Personal Wealth Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Cavalry Management Group, LLC | 1 | 1 | 4.09% | 4.09% | 4.09% | Q4 2020 | Q4 2020 | 1 |
Plaisance Capital LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2022 | Q1 2022 | 1 |
S.E.E.D. Planning Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
No Street GP LP | 1 | 1 | 3.61% | 3.61% | 3.61% | Q4 2020 | Q4 2020 | 1 |
Scott & Selber, Inc. | 1 | 1 | 1.85% | 1.85% | 1.85% | Q1 2019 | Q1 2019 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FourWorld Capital Management LLC | 1 | 1 | 2.99% | 2.99% | 2.99% | Q3 2023 | Q3 2023 | 1 |
Sterling Investment Counsel, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
ORACLE INVESTMENT MANAGEMENT INC | 1 | 1 | 3.28% | 3.28% | 3.28% | Q1 2022 | Q1 2022 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ELEVATUS WELATH MANAGEMENT | 1 | 1 | 5.15% | 5.15% | 5.15% | Q2 2023 | Q2 2023 | 1 |
Electron Capital Partners, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2022 | Q1 2022 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 1.76% | 1.76% | 1.76% | Q4 2020 | Q4 2020 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2022 | Q3 2022 | 1 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2022 | Q3 2022 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
New Hampshire Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Argent Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
FIR TREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2021 | Q1 2021 | 1 |
Empowered Funds, LLC | 1 | 1 | 4.97% | 4.97% | 4.97% | Q3 2020 | Q3 2020 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
LOWERY THOMAS, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
Covestor Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
KELLOGG W K FOUNDATION TRUST | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Coalescence Partners Investment Management, LP | 1 | 1 | 13.97% | 13.97% | 13.97% | Q1 2022 | Q1 2022 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
SMI Advisory Services, LLC | 1 | 1 | 10.35% | 10.35% | 10.35% | Q1 2021 | Q1 2021 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Private Vista, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
DWM Financial Group, Inc. | 1 | 1 | 6.69% | 6.69% | 6.69% | Q4 2020 | Q4 2020 | 1 |
Compass Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 4.54% | 4.54% | 4.54% | Q1 2022 | Q1 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Blackstone Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2021 | Q1 2021 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 10.51% | 10.51% | 10.51% | Q2 2021 | Q2 2021 | 1 |
G2 Investment Partners Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
BLOOM TREE PARTNERS, LLC | 1 | 1 | 2.60% | 2.60% | 2.60% | Q4 2020 | Q4 2020 | 1 |
BRAVE ASSET MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Diversified Portfolios, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Capstone Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Key Square Capital Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Luxor Capital Group, LP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2021 | Q1 2021 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2021 | Q1 2021 | 1 |
Bank Pictet & Cie (Europe) AG | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Honeycomb Asset Management LP | 1 | 1 | 1.44% | 1.44% | 1.44% | Q2 2021 | Q2 2021 | 1 |
GoodHaven Capital Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q4 2020 | Q4 2020 | 1 |
EXANE DERIVATIVES | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2021 | Q4 2021 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ASSET MANAGEMENT CORP /IL/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2021 | Q1 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Black Maple Capital Management LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Quantitative Investment Management, LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q2 2023 | Q2 2023 | 1 |
Woodline Partners LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Westpark Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Fortune 45 LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
Kent Lake Capital LLC | 1 | 1 | 1.95% | 1.95% | 1.95% | Q1 2021 | Q1 2021 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SILVERLAKE WEALTH MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
ZWJ INVESTMENT COUNSEL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Price Wealth, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Permian Investment Partners, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
OAKTREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
PFM Health Sciences, LP | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2021 | Q1 2021 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2020 | Q4 2020 | 1 |
Bayberry Capital Partners LP | 1 | 1 | 10.97% | 10.97% | 10.97% | Q3 2022 | Q3 2022 | 1 |
Eschler Asset Management LLP | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
GUERRA PAN ADVISORS, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Boundary Creek Advisors LP | 1 | 1 | 4.83% | 4.83% | 4.83% | Q3 2023 | Q3 2023 | 1 |
Junto Capital Management LP | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2020 | Q4 2020 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Granite Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Del-Sette Capital Management, LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q1 2022 | Q1 2022 | 1 |
Ascension Asset Management LLC | 1 | 1 | 15.33% | 15.33% | 15.33% | Q4 2020 | Q4 2020 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
GeoWealth Management, LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q2 2020 | Q2 2020 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
LaSalle St. Investment Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Tarsadia Capital, LLC | 1 | 1 | 9.63% | 9.63% | 9.63% | Q1 2021 | Q1 2021 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Copperleaf Capital, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q2 2021 | Q2 2021 | 1 |
Gradient Capital Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q1 2022 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
VANCE WEALTH, INC. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q1 2022 | 1 |
Objective Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Aristides Capital LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Chronos Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
GOFEN & GLOSSBERG LLC /IL/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Gemsstock Ltd. | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2021 | Q1 2021 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PointState Capital LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2021 | Q4 2021 | 1 |
Tri Locum Partners LP | 1 | 1 | 4.30% | 4.30% | 4.30% | Q1 2023 | Q1 2023 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q2 2023 | 1 |
Koss-Olinger Consulting, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Fiduciary Planning LLC | 1 | 1 | 4.38% | 4.38% | 4.38% | Q1 2021 | Q1 2021 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ulysses Management LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2023 | Q3 2023 | 1 |
Sessa Capital IM, L.P. | 1 | 1 | 7.38% | 7.38% | 7.38% | Q3 2021 | Q3 2021 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DeepCurrents Investment Group LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SEARCY FINANCIAL SERVICES INC /ADV | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
CLIENT 1ST ADVISORY GROUP, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Financial Services Advisory Inc | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Madison Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
RPO LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2021 | Q4 2021 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
DDD Partners, LLC | 1 | 1 | 3.07% | 3.07% | 3.07% | Q1 2022 | Q1 2022 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
TMD & ASSOCIATES, INC | 1 | 1 | 2.14% | 2.14% | 2.14% | Q2 2019 | Q2 2019 | 1 |
Cardinal Point Capital Management ULC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
GANTZERT INVESTMENT CO LLC /ADV | 1 | 1 | 1.58% | 1.58% | 1.58% | Q3 2020 | Q3 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
YARGER WEALTH STRATEGIES, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2021 | Q4 2021 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Luken Investment Analytics, LLC | 1 | 1 | 2.70% | 2.70% | 2.70% | Q3 2023 | Q3 2023 | 1 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2022 | Q1 2022 | 1 |
PURA VIDA INVESTMENTS, LLC | 1 | 1 | 2.13% | 2.13% | 2.13% | Q1 2021 | Q1 2021 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SOROS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2022 | Q3 2022 | 1 |
Scion Asset Management | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2021 | Q2 2021 | 1 |
SILVER CAPITAL MANAGEMENT LLC | 1 | 1 | 4.45% | 4.45% | 4.45% | Q1 2018 | Q1 2018 | 1 |
Melqart Asset Management (UK) Ltd | 1 | 1 | 2.18% | 2.18% | 2.18% | Q1 2022 | Q1 2022 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Allen Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Life Planning Partners, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Governors Lane LP | 1 | 1 | 3.01% | 3.01% | 3.01% | Q3 2021 | Q3 2021 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q4 2022 | Q4 2022 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own ARK ETF TR or have owned ARK ETF TR in the past.