Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 45 |
JANE STREET GROUP, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 42 |
Citadel Advisors | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 39 |
Cutler Group LLC / CA | 10 | 2 | 0.00% | 0.01% | 0.15% | Q3 2020 | Q3 2023 | 36 |
Hartford Financial Management Inc. | 35 | 35 | 0.31% | 2.15% | 3.08% | Q1 2015 | Q3 2023 | 35 |
Geneos Wealth Management Inc. | 29 | 29 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q3 2023 | 29 |
UBS Group AG | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 28 |
Private Advisor Group, LLC | 27 | 27 | 0.00% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
LPL Financial LLC | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
ROYAL BANK OF CANADA | 26 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Glassman Wealth Services | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 26 |
MORGAN STANLEY | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 24 |
IFP Advisors, Inc | 15 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 24 |
PNC FINANCIAL SERVICES GROUP, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Financial Management Professionals, Inc. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 4 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 22 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.05% | 0.35% | Q3 2018 | Q3 2023 | 21 |
Raymond James Financial Services Advisors, Inc. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
BANK OF AMERICA CORP /DE/ | 16 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
CWM, LLC | 12 | 8 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 20 |
BANK OF MONTREAL /CAN/ | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 20 |
CITIGROUP INC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 20 |
Bank of New York Mellon Corp | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
RAYMOND JAMES & ASSOCIATES | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 19 | 19 | 0.01% | 0.03% | 0.08% | Q1 2018 | Q3 2022 | 19 |
Carroll Financial Associates, Inc. | 19 | 19 | 0.02% | 0.06% | 0.08% | Q2 2017 | Q4 2021 | 19 |
MML INVESTORS SERVICES, LLC | 13 | 6 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 19 |
WELLS FARGO & COMPANY/MN | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 19 |
Cetera Advisor Networks LLC | 14 | 1 | 0.00% | 0.02% | 0.13% | Q1 2018 | Q3 2023 | 18 |
Cambridge Investment Research Advisors, Inc. | 14 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2019 | 17 |
HighTower Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
STIFEL FINANCIAL CORP | 15 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
Brookstone Capital Management | 17 | 17 | 0.02% | 0.17% | 0.53% | Q3 2019 | Q3 2023 | 17 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 17 |
AlphaMark Advisors, LLC | 15 | 15 | 0.00% | 0.06% | 0.14% | Q2 2017 | Q4 2020 | 15 |
Stonehage Fleming Financial Services Holdings Ltd | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
IAG Wealth Partners, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
JNBA Financial Advisors | 10 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 14 |
AE Wealth Management LLC | 14 | 14 | 0.00% | 0.03% | 0.11% | Q2 2020 | Q3 2023 | 14 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BALDWIN BROTHERS LLC/MA | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2023 | 14 |
PFG Advisors | 14 | 14 | 0.04% | 0.09% | 0.16% | Q2 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
Stratos Wealth Partners, LTD. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Mutual Advisors, LLC | 13 | 13 | 0.06% | 0.11% | 0.21% | Q3 2020 | Q3 2023 | 13 |
AdvisorNet Financial, Inc | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 13 |
MATHER GROUP, LLC. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
HBC Financial Services, PLLC | 13 | 13 | 0.02% | 0.11% | 1.04% | Q1 2020 | Q1 2023 | 13 |
Crescent Grove Advisors, LLC | 13 | 13 | 0.04% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 13 |
NewEdge Advisors, LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
MEANS INVESTMENT CO., INC. | 12 | 12 | 0.04% | 0.12% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Avondale Wealth Management | 12 | 12 | 0.02% | 0.08% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Baystate Wealth Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.51% | 1.50% | Q4 2020 | Q3 2023 | 12 |
Creative Planning | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
Asset Dedication, LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 12 |
Sigma Planning Corp | 12 | 12 | 0.01% | 0.05% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Focused Wealth Management, Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Purus Wealth Management, LLC | 12 | 12 | 0.32% | 0.56% | 0.83% | Q4 2020 | Q3 2023 | 12 |
Navis Wealth Advisors, LLC | 12 | 12 | 0.34% | 0.45% | 0.57% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Tower Research Capital LLC (TRC) | 8 | 2 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Csenge Advisory Group | 11 | 1 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 12 |
FMR LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.00% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Stevard, LLC | 7 | 5 | 0.43% | 0.81% | 1.26% | Q3 2020 | Q3 2023 | 12 |
TRUSTCORE FINANCIAL SERVICES, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2020 | 12 |
JPMORGAN CHASE & CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Tradewinds Capital Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Allworth Financial LP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
D.A. DAVIDSON & CO. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 11 |
Advisory Services Network, LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q1 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 9 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
OPPENHEIMER ASSET MANAGEMENT INC. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
PRUDENTIAL PLC | 11 | 11 | 0.03% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Aptus Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Essex Financial Services, Inc. | 11 | 11 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q2 2023 | 11 |
SIGNATUREFD, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Tortoise Investment Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
First Horizon Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 11 |
OXFORD FINANCIAL GROUP, LTD. LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CENTAURUS FINANCIAL, INC. | 10 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q2 2023 | 11 |
Princeton Global Asset Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CAROLINAS WEALTH CONSULTING LLC | 11 | 11 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 11 |
Harvest Fund Management Co., Ltd | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.14% | Q1 2021 | Q3 2023 | 11 |
WEST PACES ADVISORS INC. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Advisor Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
OPPENHEIMER & CO INC | 6 | 5 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q4 2021 | 11 |
VALLEY NATIONAL ADVISERS INC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
WESPAC Advisors SoCal, LLC | 10 | 10 | 0.14% | 0.19% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Mariner, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 10 |
BESSEMER GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 3 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Sandy Spring Bank | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Westside Investment Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
GOLDMAN SACHS GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.12% | Q4 2020 | Q1 2023 | 10 |
Janney Montgomery Scott LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
ADIRONDACK TRUST CO | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Global Wealth Management Investment Advisory, Inc. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Spire Wealth Management | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
Rockefeller Capital Management L.P. | 9 | 9 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q4 2022 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Belpointe Asset Management LLC | 6 | 3 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q1 2023 | 9 |
Smith Anglin Financial, LLC | 6 | 1 | 0.03% | 0.12% | 0.31% | Q4 2020 | Q2 2023 | 9 |
Global Trust Asset Management, LLC | 7 | 1 | 0.01% | 0.04% | 0.17% | Q3 2020 | Q3 2023 | 8 |
Aviance Capital Partners, LLC | 6 | 2 | 0.08% | 0.25% | 0.36% | Q1 2021 | Q3 2023 | 8 |
1834 INVESTMENT ADVISORS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Financial Engines Advisors L.L.C. | 6 | 2 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2022 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
BARCLAYS PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PIN OAK INVESTMENT ADVISORS INC | 8 | 8 | 0.02% | 0.07% | 0.11% | Q3 2020 | Q2 2022 | 8 |
J.P. Morgan Private Wealth Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Riggs Asset Managment Co. Inc. | 8 | 8 | 0.00% | 0.08% | 0.14% | Q1 2020 | Q4 2021 | 8 |
United Asset Strategies, Inc. | 7 | 1 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 8 |
Capital Investment Advisory Services, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
PEAK6 Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 8 |
HOWE & RUSLING INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
J.W. COLE ADVISORS, INC. | 8 | 8 | 0.03% | 0.14% | 0.81% | Q4 2020 | Q3 2022 | 8 |
Granite Bay Wealth Management, LLC | 8 | 8 | 0.31% | 0.81% | 2.00% | Q4 2021 | Q3 2023 | 8 |
DAVENPORT & Co LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 8 |
Ahrens Investment Partners LLC | 7 | 1 | 0.01% | 0.40% | 1.35% | Q4 2020 | Q1 2023 | 8 |
Western Wealth Management, LLC | 4 | 1 | 0.02% | 0.04% | 0.09% | Q4 2020 | Q2 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.10% | 0.15% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Bickling Financial Services, Inc. | 8 | 8 | 0.14% | 0.25% | 0.43% | Q1 2021 | Q4 2022 | 8 |
Goodwin Investment Advisory | 8 | 8 | 0.01% | 0.04% | 0.12% | Q1 2021 | Q4 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 1 | 0.04% | 0.09% | 0.24% | Q4 2017 | Q4 2021 | 8 |
Wagner Wealth Management, LLC | 5 | 2 | 0.00% | 0.28% | 0.60% | Q4 2020 | Q3 2022 | 7 |
Johnson Financial Group, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 7 |
HRT FINANCIAL LP | 6 | 1 | 0.00% | 0.03% | 0.10% | Q1 2021 | Q4 2022 | 7 |
Bay Harbor Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Edelman Financial Services, LLC | 7 | 7 | 0.00% | 0.04% | 0.06% | Q2 2017 | Q4 2018 | 7 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.09% | 0.16% | Q1 2021 | Q3 2022 | 7 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 7 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Ballentine Partners, LLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Aspire Capital Advisors LLC | 7 | 7 | 0.54% | 1.62% | 4.14% | Q1 2022 | Q3 2023 | 7 |
Kovack Advisors, Inc. | 4 | 1 | 0.02% | 0.08% | 0.18% | Q2 2017 | Q4 2021 | 7 |
Clearstead Advisors, LLC | 6 | 1 | 0.01% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 7 |
SCOTIA CAPITAL INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Merit Financial Group, LLC | 5 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 7 |
Bison Wealth, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
PERSONAL CFO SOLUTIONS, LLC | 7 | 7 | 0.07% | 0.10% | 0.15% | Q4 2020 | Q2 2022 | 7 |
Linscomb & Williams, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
CREDIT SUISSE AG/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2022 | 7 |
B & T Capital Management DBA Alpha Capital Management | 6 | 6 | 0.07% | 0.16% | 0.30% | Q4 2020 | Q1 2022 | 6 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.00% | 0.32% | 0.85% | Q1 2020 | Q4 2022 | 6 |
Activest Wealth Management | 4 | 2 | 0.01% | 0.04% | 0.05% | Q1 2021 | Q4 2022 | 6 |
American Financial Advisors, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Renaissance Technologies | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q2 2023 | 6 |
Belvedere Trading LLC | 3 | 1 | 0.00% | 0.07% | 0.16% | Q4 2020 | Q4 2021 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.18% | 0.22% | 0.30% | Q4 2019 | Q3 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.22% | 0.29% | 0.36% | Q3 2020 | Q4 2021 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Oxinas Partners Wealth Management LLC | 6 | 6 | 0.14% | 0.49% | 0.76% | Q4 2020 | Q1 2022 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Sterling Investment Advisors, Ltd. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
StoneX Group Inc. | 6 | 6 | 0.07% | 0.09% | 0.11% | Q3 2020 | Q4 2021 | 6 |
VAN ECK ASSOCIATES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
EverSource Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
HAP Trading, LLC | 3 | 1 | 0.02% | 0.05% | 0.09% | Q2 2019 | Q2 2021 | 6 |
Gradient Investments LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WASHINGTON TRUST Co | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
Capital Advisory Group Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CoreFirst Bank & Trust | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q1 2022 | 5 |
NEXT Financial Group, Inc | 5 | 5 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q1 2022 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 2 | 0.05% | 0.10% | 0.18% | Q4 2021 | Q2 2023 | 5 |
Wealth Management Partners, LLC | 5 | 5 | 0.31% | 0.41% | 0.60% | Q4 2020 | Q4 2021 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Larson Financial Group LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
TOMPKINS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Lake Point Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Insight Advisors, LLC/ PA | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Capital Analysts, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Lido Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
IMA Wealth, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Miller Investment Management, LP | 5 | 5 | 1.68% | 8.90% | 11.47% | Q3 2020 | Q3 2021 | 5 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
WealthBridge Capital Management, LLC | 4 | 1 | 0.00% | 0.11% | 0.19% | Q1 2019 | Q3 2021 | 5 |
PEAK FINANCIAL ADVISORS LLC | 5 | 5 | 1.98% | 2.41% | 3.89% | Q4 2020 | Q4 2021 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
DCM Advisors, LLC | 5 | 5 | 0.01% | 0.07% | 0.10% | Q4 2020 | Q4 2021 | 5 |
McKinley Carter Wealth Services, Inc. | 3 | 1 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q4 2020 | 5 |
Affiance Financial, LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 4 |
PFG Private Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Continuum Advisory, LLC | 4 | 4 | 0.15% | 0.18% | 0.22% | Q1 2021 | Q4 2021 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 4 |
HSBC HOLDINGS PLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
GLENMEDE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
DRW Securities, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 4 |
Interchange Capital Partners, LLC | 4 | 4 | 0.26% | 0.55% | 0.85% | Q4 2020 | Q3 2021 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
TUCKER ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Gladstone Institutional Advisory LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2021 | 4 |
FIRST MANHATTAN CO. LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Physician Wealth Advisors, Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q4 2021 | 4 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
TCI Wealth Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q3 2021 | 4 |
FIFTH THIRD BANCORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 4 |
Bank Julius Baer & Co. Ltd, Zurich | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Steward Financial Group LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
RPg Family Wealth Advisory, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
JTC Employer Solutions Trustee Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 3.15% | 3.47% | 3.92% | Q2 2020 | Q1 2021 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Vontobel Holding Ltd. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Main Management LLC | 4 | 4 | 0.00% | 0.03% | 0.12% | Q2 2020 | Q1 2021 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.21% | 0.23% | 0.25% | Q4 2020 | Q3 2021 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.02% | 0.06% | 0.15% | Q1 2021 | Q4 2021 | 4 |
Veritable, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Anfield Capital Management, LLC | 4 | 4 | 0.38% | 0.45% | 0.50% | Q1 2021 | Q4 2021 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mirae Asset Global Investments Co., Ltd. | 4 | 4 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q1 2021 | 4 |
Sage Mountain Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Avestar Capital, LLC | 2 | 1 | 0.01% | 0.29% | 0.82% | Q1 2019 | Q1 2021 | 3 |
MILLER WEALTH ADVISORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 3 |
PRUDENTIAL FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Nikulski Financial, Inc. | 3 | 3 | 0.20% | 0.30% | 0.50% | Q4 2017 | Q2 2018 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.65% | 0.75% | 0.88% | Q4 2020 | Q2 2021 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 3 |
US BANCORP \DE\ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EXENCIAL WEALTH ADVISORS, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Laurel Wealth Advisors, Inc. | 2 | 1 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q1 2022 | 3 |
Capital Asset Advisory Services LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
Atlas Private Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 3 |
Sterling Financial Planning, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Canal Capital Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2021 | 3 |
EPG Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
BlueCrest Capital Management Ltd | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Vantage Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Equitable Holdings, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 3 |
Harfst & Associates, Inc. | 3 | 3 | 0.19% | 0.22% | 0.24% | Q1 2021 | Q3 2021 | 3 |
Flaharty Asset Management, LLC | 3 | 3 | 0.08% | 0.14% | 0.19% | Q1 2021 | Q3 2021 | 3 |
New World Advisors LLC | 3 | 3 | 0.42% | 0.48% | 0.52% | Q3 2021 | Q1 2022 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.00% | 0.06% | 0.18% | Q4 2020 | Q2 2021 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Tolleson Wealth Management, Inc. | 3 | 3 | 0.20% | 0.21% | 0.23% | Q2 2019 | Q4 2019 | 3 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.01% | 0.11% | 0.32% | Q1 2021 | Q1 2022 | 3 |
Firestone Capital Management | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Capital Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Advisory Alpha, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q3 2021 | Q1 2022 | 3 |
AMERIPRISE FINANCIAL INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EMC Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Sequoia Financial Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 3 |
FOUNDERS FINANCIAL SECURITIES LLC | 3 | 3 | 0.05% | 0.18% | 0.29% | Q4 2020 | Q2 2021 | 3 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
DHK Financial Advisors, Inc. | 2 | 2 | 0.49% | 0.49% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Jordan Park Group LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2021 | Q2 2021 | 2 |
Nadler Financial Group, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Tacita Capital Inc | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.12% | 0.16% | 0.20% | Q1 2021 | Q1 2021 | 2 |
MANCHESTER FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.28% | 0.32% | 0.36% | Q2 2023 | Q3 2023 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2020 | Q1 2021 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Stone House Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Column Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 1.12% | 4.79% | 8.46% | Q1 2021 | Q2 2021 | 2 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
Kabarec Financial Advisors, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
TCWP LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 2 |
D'Orazio & Associates, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Prosperity Wealth Management, Inc. | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q3 2023 | 2 |
CALIBER WEALTH MANAGEMENT, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q4 2020 | Q1 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Flagship Private Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q2 2021 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q3 2020 | Q4 2020 | 2 |
Icon Wealth Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.09% | 0.12% | 0.14% | Q2 2021 | Q3 2023 | 2 |
Prostatis Group LLC | 2 | 2 | 4.73% | 4.76% | 4.79% | Q1 2023 | Q2 2023 | 2 |
Fermata Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q3 2021 | Q4 2021 | 2 |
IBEX WEALTH ADVISORS | 2 | 2 | 0.15% | 0.21% | 0.27% | Q1 2021 | Q2 2021 | 2 |
Grove Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
M&T BANK CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Trek Financial, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q4 2020 | 2 |
New England Investment & Retirement Group, Inc. | 2 | 2 | 2.40% | 2.49% | 2.59% | Q1 2021 | Q2 2021 | 2 |
STEPHENS INC /AR/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
South Shore Capital Advisors | 2 | 2 | 0.26% | 0.65% | 1.04% | Q4 2020 | Q1 2021 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.64% | 0.66% | 0.69% | Q1 2021 | Q2 2021 | 2 |
TSFG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 2 |
FOREFRONT WEALTH MANAGEMENT INC. | 2 | 2 | 0.86% | 1.08% | 1.31% | Q4 2021 | Q1 2022 | 2 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Titus Wealth Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Janney Capital Management LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2020 | Q4 2020 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2021 | Q1 2021 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DUNCKER STREETT & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Trexquant Investment LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
St. Louis Trust Co | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Retirement Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Cobblestone Asset Management LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2023 | Q3 2023 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
McCarthy Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NWAM LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Kellett Wealth Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Ascension Capital Advisors, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q4 2021 | Q4 2021 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Highland Financial Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Paragon Private Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Outlook Wealth Advisors, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2021 | Q1 2021 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2018 | Q3 2018 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aspire Wealth Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Rooted Wealth Advisors, Inc. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 3.22% | 3.22% | 3.22% | Q2 2020 | Q2 2020 | 1 |
Rappaport Reiches Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Winthrop Advisory Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
SP Asset Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Fulcrum Equity Management | 1 | 1 | 1.22% | 1.22% | 1.22% | Q2 2020 | Q2 2020 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2020 | Q4 2020 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2021 | Q4 2021 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ADE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own ARK ETF TR or have owned ARK ETF TR in the past.