Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 29 |
Anchor Investment Management, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2023 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Front Row Advisors LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 18 | 18 | 0.49% | 1.41% | 1.92% | Q2 2019 | Q3 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
B. Riley Wealth Advisors, Inc. | 18 | 18 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
RAYMOND JAMES & ASSOCIATES | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
PNC FINANCIAL SERVICES GROUP, INC. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Allworth Financial LP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Clal Insurance Enterprises Holdings Ltd | 18 | 18 | 0.01% | 0.05% | 0.13% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
VALLEY NATIONAL ADVISERS INC | 18 | 18 | 0.06% | 0.25% | 0.57% | Q2 2019 | Q3 2023 | 18 |
Parallel Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
LPL Financial LLC | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Baird Financial Group, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
IFP Advisors, Inc | 17 | 17 | 0.00% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
BANK OF MONTREAL /CAN/ | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Raymond James Financial Services Advisors, Inc. | 16 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 17 |
SEARLE & CO. | 17 | 17 | 0.11% | 0.15% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
MORGAN STANLEY | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
FIFTH THIRD BANCORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Private Advisor Group, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Frisch Financial Group, Inc. | 16 | 16 | 0.11% | 0.23% | 0.32% | Q4 2019 | Q3 2023 | 16 |
SeaCrest Wealth Management, LLC | 12 | 4 | 0.03% | 0.07% | 0.13% | Q3 2019 | Q3 2023 | 16 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 16 |
Capital Investment Advisory Services, LLC | 8 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 16 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
US BANCORP \DE\ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OPPENHEIMER & CO INC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
STIFEL FINANCIAL CORP | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
AllSquare Wealth Management LLC | 15 | 15 | 0.17% | 0.21% | 0.24% | Q1 2020 | Q3 2023 | 15 |
JFS WEALTH ADVISORS, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BANK OF AMERICA CORP /DE/ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisors LLC | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
AdvisorNet Financial, Inc | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 15 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
Steward Partners Investment Advisory, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
TCI Wealth Advisors, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 15 |
American Portfolios Advisors | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Parkside Financial Bank & Trust | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Smithfield Trust Co | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
WEDBUSH SECURITIES INC | 14 | 14 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Banque Cantonale Vaudoise | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Aptus Capital Advisors, LLC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
IAG Wealth Partners, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisor Networks LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Creative Planning | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Gradient Investments LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Wealthspire Advisors, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
WELLS FARGO & COMPANY/MN | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
MML INVESTORS SERVICES, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Cetera Investment Advisers | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Geneos Wealth Management Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Core Wealth Advisors, Inc. | 13 | 13 | 0.01% | 0.07% | 0.16% | Q3 2020 | Q3 2023 | 13 |
HighTower Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
UBS Group AG | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 13 |
Laidlaw Wealth Management LLC | 13 | 13 | 0.12% | 0.20% | 0.31% | Q3 2020 | Q3 2023 | 13 |
Equitable Holdings, Inc. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
WEALTHSOURCE PARTNERS, LLC | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
IHT Wealth Management, LLC | 13 | 13 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Advisory Services Network, LLC | 13 | 13 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
TCG Advisory Services, LLC | 12 | 12 | 0.12% | 0.30% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q2 2023 | 12 |
Claro Advisors LLC | 12 | 12 | 0.11% | 0.17% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Johnson Bixby & Associates, LLC | 12 | 12 | 0.06% | 0.76% | 1.58% | Q4 2020 | Q3 2023 | 12 |
Prospera Financial Services Inc | 12 | 12 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2023 | 12 |
CITIGROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 12 |
Cordasco Financial Network | 12 | 12 | 0.00% | 0.04% | 0.06% | Q3 2019 | Q2 2022 | 12 |
Ellis Investment Partners, LLC | 12 | 12 | 0.00% | 0.22% | 0.32% | Q2 2020 | Q1 2023 | 12 |
American Institute for Advanced Investment Management, LLP | 12 | 12 | 0.38% | 0.41% | 0.44% | Q4 2020 | Q3 2023 | 12 |
OneDigital Investment Advisors LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
HT Partners LLC | 12 | 12 | 0.16% | 0.30% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Western Wealth Management, LLC | 8 | 4 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 12 |
TimeScale Financial, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
JPMORGAN CHASE & CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
HM PAYSON & CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Sandy Spring Bank | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
FMR LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 12 |
OAK FAMILY ADVISORS, LLC | 12 | 12 | 0.18% | 0.75% | 1.43% | Q4 2020 | Q3 2023 | 12 |
KWMG, LLC | 12 | 12 | 0.40% | 0.43% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Advisors Capital Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Mirae Asset Global Investments Co., Ltd. | 11 | 11 | 0.00% | 0.03% | 0.09% | Q3 2020 | Q1 2023 | 11 |
Stratos Wealth Partners, LTD. | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
SALEM INVESTMENT COUNSELORS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
AE Wealth Management LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 11 |
Asset Dedication, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Sierra Capital LLC | 11 | 11 | 0.11% | 0.29% | 0.68% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
StoneX Group Inc. | 8 | 3 | 0.05% | 0.22% | 0.47% | Q1 2020 | Q3 2023 | 11 |
Sigma Planning Corp | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
FAGAN ASSOCIATES, INC. | 11 | 11 | 0.13% | 0.86% | 1.73% | Q3 2020 | Q1 2023 | 11 |
FAS Wealth Partners, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2022 | 11 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q2 2023 | 11 |
AlphaMark Advisors, LLC | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
BANK HAPOALIM BM | 11 | 11 | 0.05% | 0.12% | 0.15% | Q4 2020 | Q2 2023 | 11 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Orca Investment Management, LLC | 10 | 10 | 1.90% | 2.15% | 2.44% | Q4 2020 | Q1 2023 | 10 |
Financial Architects, Inc | 6 | 4 | 0.04% | 0.27% | 0.40% | Q4 2020 | Q2 2023 | 10 |
TRUSTCORE FINANCIAL SERVICES, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Carroll Financial Associates, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
McIlrath & Eck, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NEXT Financial Group, Inc | 6 | 4 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
BEACON FINANCIAL GROUP | 10 | 10 | 0.06% | 0.11% | 0.16% | Q3 2019 | Q4 2021 | 10 |
Joel Isaacson & Co., LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
V Wealth Advisors LLC | 10 | 10 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q2 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 10 |
Ratio Wealth Group | 8 | 2 | 0.22% | 0.47% | 0.72% | Q1 2021 | Q3 2023 | 10 |
Snowden Capital Advisors LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 10 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Strategic Family Wealth Counselors, L.L.C. | 9 | 9 | 0.08% | 0.15% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Mariner, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Your Advocates Ltd., LLP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
AMARILLO NATIONAL BANK | 9 | 9 | 1.00% | 1.24% | 1.86% | Q1 2021 | Q1 2023 | 9 |
626 Financial, LLC | 8 | 1 | 3.35% | 4.58% | 5.17% | Q1 2021 | Q3 2023 | 9 |
Realta Investment Advisors | 5 | 2 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 9 |
Cribstone Capital Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 9 |
Intrua Financial, LLC | 9 | 9 | 0.06% | 0.11% | 0.15% | Q1 2021 | Q1 2023 | 9 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
SHEETS SMITH WEALTH MANAGEMENT | 8 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2023 | 9 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2021 | 8 |
VAN ECK ASSOCIATES CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.14% | 0.30% | 0.44% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.14% | 0.22% | 0.39% | Q4 2021 | Q3 2023 | 8 |
JNBA Financial Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Migdal Insurance & Financial Holdings Ltd. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 8 |
Indie Asset Partners, LLC | 8 | 8 | 0.16% | 0.26% | 0.39% | Q1 2020 | Q4 2021 | 8 |
Continuum Advisory, LLC | 5 | 3 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 8 |
Providence Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 6 | 2 | 0.03% | 0.08% | 0.11% | Q1 2021 | Q2 2023 | 8 |
Johnson Midwest Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
KENFARB & CO. | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
GOLDMAN SACHS GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Portfolio Strategies, Inc. | 8 | 8 | 1.06% | 1.33% | 1.58% | Q2 2021 | Q1 2023 | 8 |
JANICZEK WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Moors & Cabot, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Planned Solutions, Inc. | 3 | 1 | 0.13% | 0.17% | 0.21% | Q3 2020 | Q4 2022 | 7 |
McGowan Group Asset Management, Inc. | 7 | 7 | 0.04% | 0.09% | 0.17% | Q4 2020 | Q2 2022 | 7 |
INTEGRAL INVESTMENT ADVISORS, INC. | 7 | 7 | 0.23% | 0.26% | 0.32% | Q4 2021 | Q2 2023 | 7 |
J.W. COLE ADVISORS, INC. | 7 | 7 | 0.02% | 0.08% | 0.17% | Q4 2020 | Q2 2022 | 7 |
Acorn Wealth Advisors, LLC | 7 | 7 | 0.19% | 0.28% | 0.36% | Q1 2021 | Q3 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
ACCESS FINANCIAL SERVICES, INC. | 7 | 7 | 0.37% | 0.50% | 0.74% | Q3 2020 | Q1 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
Provident Wealth Management, LLC | 6 | 6 | 0.48% | 0.62% | 0.78% | Q4 2020 | Q1 2022 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 6 | 6 | 0.14% | 0.17% | 0.17% | Q4 2020 | Q1 2022 | 6 |
TSFG, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
WT Wealth Management | 6 | 6 | 0.41% | 0.53% | 0.67% | Q1 2021 | Q2 2022 | 6 |
First Command Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
SONATA CAPITAL GROUP INC | 6 | 6 | 0.15% | 0.18% | 0.19% | Q4 2020 | Q1 2022 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
First Command Financial Services, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Castleview Partners, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 6 |
MONEY CONCEPTS CAPITAL CORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 6 |
EVOKE WEALTH, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Stonebridge Capital Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 6 |
Sightline Wealth Advisors, LLC | 5 | 5 | 0.20% | 0.48% | 0.74% | Q4 2020 | Q4 2021 | 5 |
SYNOVUS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
PARK AVENUE SECURITIES LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
First Allied Advisory Services, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.14% | 0.15% | 0.17% | Q3 2021 | Q3 2022 | 5 |
Edgemoor Investment Advisors, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 5 |
ACIMA PRIVATE WEALTH, LLC | 5 | 5 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2022 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Hilltop Holdings Inc. | 5 | 5 | 0.03% | 0.08% | 0.10% | Q4 2020 | Q4 2021 | 5 |
Plante Moran Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Hartford Financial Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
CROSSPOINT FINANCIAL, LLC | 4 | 4 | 17.29% | 22.03% | 24.52% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Advisor Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Tyler-Stone Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 4 | 4 | 0.15% | 0.21% | 0.26% | Q3 2021 | Q2 2022 | 4 |
Simplicity Solutions, LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Homrich & Berg | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
OPTIMUM INVESTMENT ADVISORS | 4 | 4 | 0.00% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
West Oak Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
ROPES WEALTH ADVISORS LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Phoenix Holdings Ltd. | 4 | 4 | 1.17% | 1.58% | 1.88% | Q4 2020 | Q3 2021 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Orion Portfolio Solutions, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
LexAurum Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q2 2023 | 4 |
WOLVERINE TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.17% | 0.26% | 0.30% | Q4 2022 | Q3 2023 | 4 |
GPS Wealth Strategies Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 4 |
Laurel Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
ATLAS CAPITAL ADVISORS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
SCOTIA CAPITAL INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.00% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Founders Financial Alliance, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
All Season Financial Advisors, Inc. | 4 | 4 | 0.22% | 0.26% | 0.34% | Q2 2021 | Q1 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Concorde Asset Management, LLC | 1 | 1 | 0.18% | 0.19% | 0.20% | Q2 2019 | Q2 2023 | 4 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Janney Montgomery Scott LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
TRUST CO OF VERMONT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Resolute Wealth Strategies, LLC | 3 | 3 | 0.16% | 0.19% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Moisand Fitzgerald Tamayo, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Strategic Blueprint, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 3 |
Roble, Belko & Company, Inc | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2019 | Q2 2020 | 3 |
DEUTSCHE BANK AG\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 3 |
Busey Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
KRAEMATON INVESTMENT ADVISORS, INC | 2 | 1 | 0.18% | 0.23% | 0.26% | Q4 2021 | Q4 2022 | 3 |
Better Money Decisions, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.08% | 0.13% | 0.18% | Q3 2020 | Q1 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Worth Asset Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q2 2023 | 3 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
PROFESSIONAL PLANNING | 3 | 3 | 0.11% | 0.13% | 0.14% | Q1 2021 | Q3 2021 | 3 |
JAMES INVESTMENT RESEARCH INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bell Rock Capital LLC | 2 | 1 | 0.34% | 0.36% | 0.38% | Q4 2021 | Q3 2022 | 3 |
L & S Advisors Inc | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2021 | Q3 2021 | 3 |
Clearstead Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
HB Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
BENJAMIN EDWARDS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
STEPHENS INC /AR/ | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Vienna Asset Management LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
WEST BANCORPORATION INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q4 2021 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.11% | 0.36% | 0.62% | Q3 2020 | Q4 2020 | 2 |
Black Swift Group, LLC | 1 | 1 | 0.02% | 1.08% | 2.15% | Q2 2019 | Q2 2020 | 2 |
Activest Wealth Management | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2022 | Q4 2022 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
HAP Trading, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2019 | Q3 2019 | 2 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.02% | 0.19% | 0.37% | Q3 2020 | Q4 2021 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Deane Retirement Strategies, Inc. | 2 | 2 | 0.98% | 2.00% | 3.02% | Q3 2020 | Q4 2020 | 2 |
Coombe, Bender & Co LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.08% | 0.10% | 0.13% | Q1 2022 | Q2 2022 | 2 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
SMITH, MOORE & CO. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ridgewood Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Allegiant Private Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ML & R WEALTH MANAGEMENT LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PALLADIEM, LLC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q4 2020 | Q4 2020 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
ADE, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own ETF SER SOLUTIONS or have owned ETF SER SOLUTIONS in the past.