Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 70 |
Cutler Group LLC / CA | 18 | 1 | 0.00% | 0.03% | 0.26% | Q4 2015 | Q3 2023 | 58 |
Citadel Advisors | 14 | 1 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q3 2023 | 51 |
UBS Group AG | 32 | 32 | 0.00% | 0.01% | 0.10% | Q4 2015 | Q3 2023 | 49 |
JANE STREET GROUP, LLC | 27 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 46 |
WOLVERINE TRADING, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 37 |
Parallax Volatility Advisers, L.P. | 12 | 12 | 0.00% | 0.02% | 0.12% | Q4 2020 | Q3 2023 | 35 |
WELLS FARGO & COMPANY/MN | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 33 |
HAP Trading, LLC | 15 | 15 | 0.00% | 0.02% | 0.23% | Q1 2020 | Q3 2023 | 32 |
CWM, LLC | 22 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 30 |
BANK OF AMERICA CORP /DE/ | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
LPL Financial LLC | 20 | 4 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q3 2023 | 29 |
Walleye Trading LLC | 7 | 4 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 29 |
Creative Planning | 15 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 28 |
PEAK6 Investments LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 27 |
CITIGROUP INC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 27 |
BANK OF MONTREAL /CAN/ | 11 | 2 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q3 2023 | 26 |
BALYASNY ASSET MANAGEMENT L.P. | 13 | 13 | 0.00% | 0.03% | 0.17% | Q3 2020 | Q3 2023 | 26 |
GOLDMAN SACHS GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
HighTower Advisors, LLC | 15 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 23 |
Cetera Advisor Networks LLC | 14 | 3 | 0.01% | 0.04% | 0.19% | Q4 2016 | Q3 2023 | 23 |
CREDIT SUISSE AG/ | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 23 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q3 2022 | 20 |
HSBC HOLDINGS PLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 20 |
Geneos Wealth Management Inc. | 14 | 2 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 20 |
Private Advisor Group, LLC | 15 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
MEITAV INVESTMENT HOUSE LTD | 10 | 1 | 0.01% | 0.60% | 1.77% | Q4 2017 | Q3 2023 | 18 |
Advisory Services Network, LLC | 14 | 4 | 0.00% | 0.04% | 0.22% | Q3 2018 | Q3 2023 | 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 18 |
Stratos Wealth Partners, LTD. | 14 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 17 |
IFP Advisors, Inc | 17 | 17 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q3 2023 | 17 |
M Holdings Securities, Inc. | 9 | 3 | 0.02% | 0.13% | 0.20% | Q3 2016 | Q1 2023 | 17 |
SIMPLEX TRADING, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 17 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q4 2021 | 16 |
FMR LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
RAYMOND JAMES & ASSOCIATES | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 16 |
Steward Partners Investment Advisory, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Capital Advisors, Ltd. LLC | 15 | 15 | 0.14% | 0.21% | 0.28% | Q1 2020 | Q3 2023 | 15 |
Wharton Business Group, LLC | 14 | 1 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Cambridge Investment Research Advisors, Inc. | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
AE Wealth Management LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 15 |
BARCLAYS PLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 15 |
Asset Dedication, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
MML INVESTORS SERVICES, LLC | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
US BANCORP \DE\ | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 15 |
Regal Wealth Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2020 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 15 | 15 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Caption Management, LLC | 8 | 1 | 0.00% | 0.06% | 0.16% | Q3 2020 | Q3 2023 | 15 |
PNC FINANCIAL SERVICES GROUP, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Sandy Spring Bank | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
STIFEL FINANCIAL CORP | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Aptus Capital Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Glassman Wealth Services | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Equitable Holdings, Inc. | 13 | 1 | 0.00% | 0.06% | 0.14% | Q1 2020 | Q3 2023 | 14 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 14 | 14 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Larson Financial Group LLC | 14 | 14 | 0.01% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Westside Investment Management, Inc. | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Gradient Investments LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
Allworth Financial LP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
IHT Wealth Management, LLC | 11 | 3 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 14 |
BANK HAPOALIM BM | 14 | 14 | 0.01% | 0.09% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Avion Wealth | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
BNP PARIBAS FINANCIAL MARKETS | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 14 |
Cooper Financial Group | 14 | 14 | 0.05% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Raymond James Financial Services Advisors, Inc. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Snowden Capital Advisors LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 14 |
Compagnie Lombard Odier SCmA | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Carmichael Hill & Associates, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CULLEN/FROST BANKERS, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MILLENNIUM MANAGEMENT LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 14 |
Retirement Group, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Clal Insurance Enterprises Holdings Ltd | 13 | 1 | 0.01% | 0.73% | 1.56% | Q2 2015 | Q3 2023 | 14 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
AdvisorNet Financial, Inc | 14 | 14 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q2 2023 | 14 |
BENJAMIN EDWARDS INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.01% | 0.06% | Q3 2017 | Q3 2023 | 14 |
Cedar Wealth Management, LLC | 14 | 14 | 0.01% | 0.04% | 0.18% | Q1 2020 | Q2 2023 | 14 |
Cetera Advisors LLC | 14 | 14 | 0.02% | 0.08% | 0.17% | Q2 2020 | Q3 2023 | 14 |
SIGNATUREFD, LLC | 14 | 14 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q2 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
XR Securities LLC | 5 | 3 | 0.00% | 0.02% | 0.11% | Q4 2020 | Q4 2022 | 13 |
Atlas Private Wealth Advisors | 13 | 13 | 0.07% | 0.12% | 0.20% | Q2 2020 | Q2 2023 | 13 |
BALDWIN BROTHERS LLC/MA | 13 | 13 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q4 2023 | 13 |
Sigma Planning Corp | 13 | 13 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q1 2023 | 13 |
Hudock, Inc. | 8 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Anchor Investment Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2023 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
Migdal Insurance & Financial Holdings Ltd. | 13 | 13 | 0.01% | 0.59% | 2.83% | Q3 2020 | Q3 2023 | 13 |
Rockefeller Capital Management L.P. | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
TRUIST FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 13 |
OPPENHEIMER & CO INC | 13 | 13 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q2 2023 | 13 |
Capital Investment Advisory Services, LLC | 8 | 5 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
Integrated Wealth Concepts LLC | 13 | 13 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q4 2022 | 13 |
Tower Research Capital LLC (TRC) | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Advisor Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
LINCOLN NATIONAL CORP | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Joseph P. Lucia & Associates, LLC | 12 | 1 | 0.00% | 0.39% | 0.60% | Q2 2020 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Sequoia Financial Advisors, LLC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
JPMORGAN CHASE & CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
CNB Bank | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 12 | 12 | 0.40% | 0.51% | 0.83% | Q4 2020 | Q3 2023 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Parallel Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Banque Cantonale Vaudoise | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TSFG, LLC | 12 | 12 | 0.02% | 0.05% | 0.15% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.13% | 0.69% | 1.40% | Q4 2020 | Q3 2023 | 12 |
Brinker Capital Investments, LLC | 7 | 2 | 0.02% | 0.06% | 0.08% | Q4 2016 | Q2 2020 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TRUSTCORE FINANCIAL SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q4 2022 | 12 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 12 |
Ancora Advisors LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Arkadios Wealth Advisors | 12 | 12 | 0.02% | 0.07% | 0.14% | Q1 2020 | Q4 2022 | 12 |
Janney Montgomery Scott LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
NTV ASSET MANAGEMENT LLC | 12 | 12 | 0.04% | 0.08% | 0.17% | Q3 2020 | Q2 2023 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
FIRST MANHATTAN CO. LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
CenterStar Asset Management, LLC | 5 | 1 | 0.01% | 0.06% | 0.15% | Q4 2021 | Q3 2023 | 11 |
Ellis Investment Partners, LLC | 11 | 11 | 0.01% | 0.12% | 0.20% | Q1 2021 | Q3 2023 | 11 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
PINNACLE ASSOCIATES LTD | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
FAS Wealth Partners, Inc. | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Pacific Center for Financial Services | 8 | 3 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
BLAIR WILLIAM & CO/IL | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
McIlrath & Eck, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 11 |
AlphaMark Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 11 |
MISSION WEALTH MANAGEMENT, LP | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.07% | 0.31% | Q1 2020 | Q2 2022 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Phoenix Holdings Ltd. | 10 | 1 | 0.01% | 0.08% | 0.32% | Q4 2020 | Q3 2023 | 11 |
HighMark Wealth Management LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2023 | 11 |
HM PAYSON & CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NOMURA ASSET MANAGEMENT CO LTD | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
SCOTIA CAPITAL INC. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Claybrook Capital, LLC | 6 | 4 | 0.51% | 0.62% | 0.86% | Q2 2020 | Q4 2022 | 10 |
WEST PACES ADVISORS INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
M&R CAPITAL MANAGEMENT INC | 10 | 10 | 0.00% | 0.81% | 1.13% | Q2 2018 | Q3 2020 | 10 |
Cresset Asset Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2023 | 10 |
Crewe Advisors LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Western Wealth Management, LLC | 8 | 2 | 0.03% | 0.07% | 0.23% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Activest Wealth Management | 9 | 1 | 0.01% | 0.03% | 0.10% | Q1 2021 | Q3 2023 | 10 |
Mariner, LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q1 2023 | 10 |
DFPG INVESTMENTS, LLC | 8 | 2 | 0.07% | 0.69% | 1.36% | Q1 2020 | Q3 2022 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Intercontinental Wealth Advisors, LLC | 10 | 10 | 0.06% | 0.10% | 0.15% | Q2 2020 | Q3 2022 | 10 |
Belpointe Asset Management LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 10 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Spotlight Asset Group, Inc. | 5 | 1 | 0.14% | 0.28% | 0.37% | Q3 2020 | Q3 2023 | 9 |
WESCAP Management Group, Inc. | 7 | 2 | 0.15% | 0.80% | 1.13% | Q2 2016 | Q4 2019 | 9 |
BURNS J W & CO INC/NY | 9 | 9 | 0.20% | 0.26% | 0.32% | Q4 2017 | Q4 2019 | 9 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 9 |
Polar Asset Management Partners Inc. | 3 | 1 | 0.07% | 0.14% | 0.34% | Q1 2021 | Q3 2023 | 9 |
Laidlaw Wealth Management LLC | 9 | 9 | 0.05% | 0.15% | 0.33% | Q1 2021 | Q1 2023 | 9 |
Baker Avenue Asset Management, LP | 8 | 1 | 0.00% | 0.06% | 0.10% | Q1 2020 | Q4 2022 | 9 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
626 Financial, LLC | 8 | 1 | 0.16% | 0.29% | 0.35% | Q1 2021 | Q3 2023 | 9 |
Lido Advisors, LLC | 5 | 5 | 0.00% | 0.10% | 0.16% | Q4 2020 | Q4 2021 | 9 |
LAKE STREET PRIVATE WEALTH, LLC | 9 | 9 | 0.08% | 0.12% | 0.17% | Q3 2020 | Q3 2022 | 9 |
Harel Insurance Investments & Financial Services Ltd. | 9 | 9 | 0.00% | 0.45% | 1.99% | Q4 2020 | Q4 2022 | 9 |
MCF Advisors LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Summit Place Financial Advisors, LLC | 9 | 9 | 0.30% | 0.51% | 0.61% | Q1 2021 | Q1 2023 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q2 2022 | 9 |
DB Wealth Management Group, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Capital Advisory Group Advisory Services, LLC | 7 | 2 | 0.00% | 0.06% | 0.20% | Q1 2020 | Q2 2022 | 9 |
NewEdge Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
BerganKDV Wealth Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 9 |
Highlander Capital Management, LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q1 2020 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.08% | 0.22% | 0.36% | Q3 2021 | Q3 2023 | 9 |
Mirae Asset Global Investments Co., Ltd. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Maven Securities LTD | 3 | 1 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 8 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Financial Architects, Inc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 8 |
OneDigital Investment Advisors LLC | 8 | 8 | 0.01% | 0.03% | 0.08% | Q3 2020 | Q2 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.00% | 0.12% | 0.61% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
IPG Investment Advisors LLC | 8 | 8 | 0.15% | 0.20% | 0.39% | Q4 2021 | Q3 2023 | 8 |
SFI Advisors, LLC | 8 | 8 | 0.29% | 0.40% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Stonebridge Financial Planning Group, LLC | 8 | 8 | 0.02% | 0.06% | 0.08% | Q1 2020 | Q4 2021 | 8 |
Carroll Financial Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 8 |
Providence Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Abbot Financial Management, Inc. | 8 | 8 | 0.19% | 0.23% | 0.29% | Q4 2020 | Q3 2022 | 8 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 8 |
Laurel Wealth Advisors, Inc. | 8 | 8 | 0.04% | 0.17% | 0.30% | Q1 2021 | Q4 2022 | 8 |
HOLDERNESS INVESTMENTS CO | 7 | 1 | 0.10% | 0.27% | 0.43% | Q4 2015 | Q1 2018 | 8 |
West Branch Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Ayalon Insurance Comp Ltd. | 5 | 3 | 0.03% | 0.30% | 0.72% | Q4 2020 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Allie Family Office LLC | 8 | 8 | 0.21% | 0.66% | 1.03% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 8 | 8 | 0.01% | 0.49% | 0.73% | Q1 2021 | Q4 2022 | 8 |
USAdvisors Wealth Management, LLC | 8 | 8 | 0.19% | 0.70% | 1.00% | Q1 2020 | Q4 2021 | 8 |
Moors & Cabot, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TOWNSQUARE CAPITAL LLC | 7 | 1 | 0.01% | 0.07% | 0.12% | Q1 2020 | Q2 2022 | 8 |
Laurel Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
QCI ASSET MANAGEMENT INC/NY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
CIBC WORLD MARKET INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
EVOKE WEALTH, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.59% | 1.03% | 1.95% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Jefferies Group LLC | 6 | 6 | 0.00% | 0.02% | 0.09% | Q4 2020 | Q1 2022 | 8 |
TAP Consulting, LLC | 8 | 8 | 0.46% | 0.59% | 0.73% | Q1 2021 | Q4 2022 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
JNBA Financial Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Clear Creek Financial Management, LLC | 7 | 1 | 0.04% | 0.07% | 0.12% | Q4 2020 | Q4 2022 | 8 |
Bogart Wealth, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
FinTrust Capital Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
EXANE DERIVATIVES | 6 | 1 | 0.02% | 0.06% | 0.10% | Q3 2020 | Q2 2022 | 7 |
Sterling Investment Advisors, Ltd. | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Altshuler Shaham Ltd | 4 | 3 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q2 2022 | 7 |
First Command Financial Services, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Ten Capital Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 4 | 3 | 0.13% | 0.30% | 0.99% | Q1 2021 | Q4 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
WADE G W & INC | 7 | 7 | 0.01% | 0.07% | 0.13% | Q1 2021 | Q3 2022 | 7 |
OPTIMUM INVESTMENT ADVISORS | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 7 |
ALBION FINANCIAL GROUP /UT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
Shay Capital LLC | 2 | 1 | 0.03% | 0.10% | 0.28% | Q2 2021 | Q2 2023 | 7 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.03% | 0.11% | 0.33% | Q4 2020 | Q2 2023 | 7 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
JANICZEK WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q4 2021 | 7 |
First Command Bank | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Neuberger Berman Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
IMA Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Riggs Asset Managment Co. Inc. | 7 | 7 | 0.01% | 0.70% | 1.44% | Q1 2021 | Q3 2022 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
UBS OCONNOR LLC | 4 | 3 | 0.00% | 0.08% | 0.21% | Q3 2020 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q1 2023 | 7 |
J.W. COLE ADVISORS, INC. | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2022 | 6 |
EWG Elevate Inc. | 5 | 1 | 0.00% | 0.33% | 0.47% | Q2 2020 | Q4 2022 | 6 |
IRON Financial LLC | 6 | 6 | 0.19% | 0.24% | 0.27% | Q2 2015 | Q3 2016 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.02% | 0.09% | 0.16% | Q3 2020 | Q1 2023 | 6 |
Baird Financial Group, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
PRINCIPAL FINANCIAL GROUP INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
K.J. Harrison & Partners Inc | 6 | 6 | 0.14% | 0.20% | 0.26% | Q4 2020 | Q1 2022 | 6 |
Darwin Wealth Management, LLC | 6 | 6 | 0.00% | 0.04% | 0.06% | Q1 2020 | Q2 2021 | 6 |
Ratio Wealth Group | 6 | 6 | 0.06% | 0.13% | 0.22% | Q4 2020 | Q1 2022 | 6 |
HUNTINGTON NATIONAL BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Tradewinds Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.02% | 0.08% | 0.37% | Q2 2022 | Q3 2023 | 6 |
SteelPeak Wealth, LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Psagot Value Holdings Ltd. | 6 | 6 | 0.00% | 0.23% | 0.56% | Q2 2020 | Q3 2021 | 6 |
NVWM, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
HBK Sorce Advisory LLC | 5 | 1 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q4 2022 | 6 |
American Research & Management Co. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
MRA Advisory Group | 6 | 6 | 0.17% | 1.47% | 3.22% | Q1 2021 | Q2 2022 | 6 |
Clearview Wealth Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Karp Capital Management Corp | 4 | 2 | 0.01% | 0.74% | 1.82% | Q1 2017 | Q2 2019 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 0.18% | 0.20% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Rappaport Reiches Capital Management, LLC | 6 | 6 | 0.09% | 0.17% | 0.27% | Q2 2021 | Q3 2022 | 6 |
Realta Investment Advisors | 2 | 1 | 0.02% | 0.05% | 0.13% | Q2 2020 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
J Arnold Wealth Management Co | 4 | 2 | 0.26% | 4.60% | 7.80% | Q1 2021 | Q1 2023 | 6 |
Valeo Financial Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q1 2021 | 6 |
MSI Financial Services Inc | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 6 |
CVA Family Office, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Elevated Capital Advisors, LLC | 4 | 1 | 0.12% | 0.18% | 0.23% | Q2 2020 | Q1 2022 | 6 |
Kovack Advisors, Inc. | 6 | 6 | 0.02% | 0.20% | 0.37% | Q4 2020 | Q1 2022 | 6 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
PSI Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Carl P. Sherr & Co., LLC | 6 | 6 | 0.17% | 0.52% | 0.89% | Q4 2020 | Q1 2022 | 6 |
TUDOR INVESTMENT CORP ET AL | 2 | 2 | 0.00% | 0.14% | 0.38% | Q4 2020 | Q4 2021 | 6 |
VALLEY NATIONAL ADVISERS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.13% | 0.34% | Q2 2021 | Q1 2023 | 6 |
Virtu KCG Holdings LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2017 | 6 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 6 |
Avitas Wealth Management LLC | 5 | 5 | 0.02% | 0.09% | 0.30% | Q1 2020 | Q1 2021 | 6 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.04% | 0.09% | Q4 2020 | Q1 2023 | 6 |
WHITTIER TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Sage Mountain Advisors LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
WEDBUSH SECURITIES INC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 6 |
Trexquant Investment LP | 4 | 2 | 0.01% | 0.03% | 0.09% | Q1 2021 | Q2 2023 | 6 |
PRUDENT INVESTORS NETWORK, INC. | 5 | 1 | 2.06% | 3.09% | 3.87% | Q3 2020 | Q1 2022 | 6 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 4 | 1 | 0.14% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 5 |
Institute for Wealth Management, LLC. | 5 | 5 | 0.04% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Hanlon Investment Management, Inc. | 3 | 2 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q1 2022 | 5 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 5 |
Hillsdale Investment Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 1 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2021 | 5 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
Dynamic Advisor Solutions LLC | 5 | 5 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q4 2021 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Miracle Mile Advisors, LLC | 5 | 5 | 0.09% | 0.45% | 0.73% | Q1 2021 | Q1 2022 | 5 |
JT Stratford LLC | 3 | 1 | 0.06% | 0.07% | 0.14% | Q1 2021 | Q4 2022 | 5 |
HBW ADVISORY SERVICES LLC | 4 | 1 | 0.04% | 0.33% | 0.61% | Q4 2020 | Q3 2023 | 5 |
HBK INVESTMENTS L P | 3 | 1 | 0.01% | 0.18% | 0.32% | Q2 2022 | Q3 2023 | 5 |
K2 PRINCIPAL FUND, L.P. | 4 | 1 | 0.05% | 0.13% | 0.23% | Q2 2020 | Q4 2022 | 5 |
Marks Wealth, LLC | 5 | 5 | 0.07% | 5.08% | 7.95% | Q4 2020 | Q4 2021 | 5 |
Epstein & White Financial LLC | 5 | 5 | 0.12% | 0.16% | 0.18% | Q2 2020 | Q2 2021 | 5 |
Bay Harbor Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 5 |
SIGMA INVESTMENT COUNSELORS INC | 5 | 5 | 0.07% | 0.23% | 0.29% | Q1 2020 | Q1 2021 | 5 |
Laird Norton Wetherby Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Bank of New York Mellon Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 5 |
CAMBRIDGE TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
RAYMOND JAMES TRUST N.A. | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2021 | 5 |
Founders Financial Alliance, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 5 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 4 | 4 | 0.00% | 0.01% | 0.06% | Q4 2021 | Q3 2022 | 5 |
GREENUP STREET WEALTH MANAGEMENT LLC | 5 | 5 | 2.07% | 2.39% | 2.98% | Q1 2022 | Q1 2023 | 5 |
Teamwork Financial Advisors, LLC | 3 | 2 | 0.15% | 0.23% | 0.29% | Q3 2021 | Q3 2023 | 5 |
FORMULA GROWTH LTD | 5 | 5 | 0.64% | 0.84% | 1.12% | Q4 2021 | Q4 2022 | 5 |
Leucadia National | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 5 |
WealthTrust Axiom LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q2 2023 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 2 | 0.02% | 0.06% | 0.13% | Q1 2020 | Q3 2023 | 5 |
Ford Financial Group, LLC | 4 | 1 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q3 2022 | 5 |
Simplicity Solutions, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 5 |
Cerity Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Fortis Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Quantitative Investment Management, LLC | 3 | 1 | 0.40% | 0.83% | 1.94% | Q2 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Pariax, LLC | 4 | 4 | 4.30% | 5.18% | 6.00% | Q4 2021 | Q3 2022 | 4 |
Ameraudi Asset Management, Inc. | 4 | 4 | 0.57% | 1.03% | 1.28% | Q4 2020 | Q3 2021 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
SkyView Investment Advisors, LLC | 4 | 4 | 0.08% | 0.15% | 0.19% | Q4 2020 | Q3 2021 | 4 |
GFG Capital, LLC | 3 | 1 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q2 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ENCOMPASS WEALTH ADVISORS, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q4 2021 | 4 |
AMERIPRISE FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
First Horizon Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Eudaimonia Partners, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2021 | 4 |
Graham Capital Management, L.P. | 4 | 4 | 0.11% | 0.41% | 1.20% | Q2 2021 | Q1 2022 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 4 |
Truadvice, LLC | 4 | 4 | 0.08% | 0.20% | 0.30% | Q3 2020 | Q2 2021 | 4 |
First Allied Advisory Services, Inc. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2020 | 4 |
Garde Capital, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 4 |
TERRIL BROTHERS, INC. | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2020 | Q3 2021 | 4 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Eisler Capital (UK) Ltd. | 4 | 4 | 0.21% | 0.30% | 0.41% | Q2 2021 | Q1 2022 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.04% | 0.14% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Vestcor Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
J. Goldman & Co LP | 2 | 1 | 0.04% | 0.13% | 0.33% | Q1 2021 | Q2 2022 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Iron Horse Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.10% | 0.14% | 0.19% | Q4 2022 | Q3 2023 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.09% | 0.18% | Q4 2020 | Q1 2023 | 4 |
V Wealth Advisors LLC | 3 | 1 | 0.03% | 0.07% | 0.11% | Q1 2021 | Q1 2022 | 4 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 4 |
Verity Asset Management, Inc. | 4 | 4 | 0.41% | 1.23% | 1.65% | Q3 2015 | Q2 2016 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Global Wealth Management Investment Advisory, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q2 2022 | 4 |
Firestone Capital Management | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Hilltop Holdings Inc. | 4 | 4 | 0.05% | 0.07% | 0.11% | Q1 2021 | Q4 2021 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.10% | 0.24% | 0.43% | Q1 2016 | Q4 2020 | 4 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.02% | 0.15% | 0.23% | Q4 2020 | Q3 2023 | 4 |
Biltmore Family Office, LLC | 4 | 4 | 0.15% | 0.23% | 0.28% | Q4 2020 | Q3 2021 | 4 |
Weaver Consulting Group | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Industrial Alliance Investment Management Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
GenTrust, LLC | 3 | 3 | 0.53% | 0.65% | 0.72% | Q4 2020 | Q2 2021 | 3 |
QUATTRO FINANCIAL ADVISORS LLC | 3 | 3 | 0.13% | 0.50% | 0.70% | Q1 2021 | Q3 2021 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 3 |
New England Investment & Retirement Group, Inc. | 3 | 3 | 0.90% | 1.07% | 1.39% | Q2 2020 | Q4 2020 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q2 2023 | 3 |
Avantax Planning Partners, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Janney Capital Management LLC | 3 | 3 | 0.67% | 0.81% | 0.92% | Q3 2020 | Q1 2021 | 3 |
Better Money Decisions, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 3 |
SFMG, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Raab & Moskowitz Asset Management LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Central Asset Investments & Management Holdings (HK) Ltd | 3 | 3 | 0.18% | 0.70% | 1.11% | Q4 2021 | Q2 2022 | 3 |
Allianz Asset Management GmbH | 3 | 3 | 0.00% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 1 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q1 2023 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SeaCrest Wealth Management, LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q2 2022 | Q1 2023 | 3 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.05% | 0.07% | 0.09% | Q1 2017 | Q3 2021 | 3 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 3 | 3 | 2.16% | 2.89% | 3.26% | Q1 2020 | Q3 2020 | 3 |
Manchester Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
BESSEMER GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Strategic Wealth Investment Group, LLC | 3 | 3 | 0.59% | 0.60% | 0.60% | Q2 2020 | Q4 2020 | 3 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.03% | 0.09% | Q3 2020 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
BOSTON ADVISORS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q4 2015 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Golden State Equity Partners | 2 | 1 | 0.14% | 0.26% | 0.42% | Q4 2020 | Q3 2021 | 3 |
Transamerica Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
PineBridge Investments, L.P. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Venture Visionary Partners LLC | 2 | 1 | 0.01% | 0.22% | 0.33% | Q4 2020 | Q2 2022 | 3 |
Hall Private Wealth Advisors | 2 | 1 | 0.15% | 0.16% | 0.18% | Q4 2020 | Q3 2021 | 3 |
GoalVest Advisory LLC | 2 | 1 | 0.02% | 0.36% | 0.61% | Q1 2021 | Q1 2022 | 3 |
ALLIANCEBERNSTEIN L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 3 |
LEVIN CAPITAL STRATEGIES, L.P. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 3 |
DCM Advisors, LLC | 3 | 3 | 0.09% | 0.13% | 0.16% | Q1 2021 | Q3 2021 | 3 |
Gemmer Asset Management LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Bell Rock Capital LLC | 2 | 1 | 0.23% | 0.25% | 0.26% | Q4 2021 | Q3 2022 | 3 |
JAMES INVESTMENT RESEARCH INC | 3 | 3 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q2 2021 | 3 |
TWO SIGMA INVESTMENTS, LP | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Aspire Wealth Management Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
AMG National Trust Bank | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q2 2021 | 3 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.07% | 0.18% | Q2 2021 | Q2 2022 | 3 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 3 |
Polus Capital Management Ltd | 3 | 3 | 5.16% | 8.79% | 10.91% | Q1 2023 | Q3 2023 | 3 |
TD ASSET MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
PFG Private Wealth Management, LLC | 3 | 3 | 0.00% | 0.32% | 0.97% | Q4 2021 | Q2 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SEARCY FINANCIAL SERVICES INC /ADV | 3 | 3 | 5.03% | 5.66% | 6.39% | Q4 2020 | Q2 2021 | 3 |
US FINANCIAL ADVISORS, LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q2 2015 | Q4 2015 | 3 |
Stonehage Fleming Financial Services Holdings Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Horan Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
GLENMEDE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 3 |
PRUDENTIAL PLC | 3 | 3 | 0.00% | 1.40% | 2.24% | Q1 2022 | Q3 2022 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Perigon Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Slocum, Gordon & Co LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 3 |
AMERICAN INTERNATIONAL GROUP, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 3 |
Calamos Advisors LLC | 2 | 1 | 0.08% | 0.09% | 0.09% | Q3 2021 | Q2 2022 | 3 |
COLONY GROUP LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
B. Riley Wealth Advisors, Inc. | 2 | 1 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q4 2021 | 3 |
WCG Wealth Advisors LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 3 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Community Capital Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Mutual Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2023 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
MKP Capital Management, L.L.C. | 1 | 1 | 0.49% | 0.90% | 1.31% | Q3 2023 | Q3 2023 | 2 |
Cadent Capital Advisors, LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q1 2021 | Q2 2021 | 2 |
Symmetry Investments LP | 2 | 2 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q1 2022 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Magnus Financial Group LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q2 2021 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q3 2021 | 2 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
QCM Cayman, Ltd. | 2 | 2 | 0.56% | 0.65% | 0.74% | Q1 2021 | Q2 2021 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.20% | 0.21% | 0.21% | Q1 2020 | Q2 2020 | 2 |
Deer Park Road Corp | 2 | 2 | 0.47% | 0.56% | 0.64% | Q2 2020 | Q3 2020 | 2 |
Csenge Advisory Group | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Ausdal Financial Partners, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.88% | 0.92% | 0.96% | Q2 2020 | Q3 2020 | 2 |
SpiderRock Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Evanson Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Octavia Wealth Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2020 | Q1 2021 | 2 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 2 |
Bienville Capital Management, LLC | 1 | 1 | 0.33% | 0.59% | 0.85% | Q3 2020 | Q1 2021 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.09% | 0.16% | Q3 2020 | Q2 2021 | 2 |
EPIQ PARTNERS, LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q1 2021 | Q2 2021 | 2 |
PrairieView Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.17% | 0.18% | 0.18% | Q3 2021 | Q3 2023 | 2 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
NexWave Capital Partners LLC | 2 | 2 | 0.26% | 0.29% | 0.33% | Q4 2020 | Q1 2021 | 2 |
LOWE BROCKENBROUGH & CO INC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
CERTUITY, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2020 | Q3 2020 | 2 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 2 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
PFG Advisors | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q2 2020 | 2 |
JOURNEY STRATEGIC WEALTH LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Interchange Capital Partners, LLC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q4 2020 | Q1 2021 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q2 2023 | 2 |
Elliott Investment Management L.P. | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ARES MANAGEMENT LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
LifePlan Financial Group, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Bedell Frazier Investment Counselling, LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q4 2021 | Q1 2022 | 2 |
STEADFAST CAPITAL MANAGEMENT LP | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q2 2022 | 2 |
Silverleafe Capital Partners, LLC | 1 | 1 | 0.88% | 1.17% | 1.45% | Q2 2021 | Q2 2021 | 2 |
DeGreen Capital Management LLC | 2 | 2 | 2.40% | 2.98% | 3.56% | Q1 2020 | Q2 2020 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
EMG Holdings, L.P. | 2 | 2 | 0.27% | 0.31% | 0.35% | Q2 2022 | Q3 2022 | 2 |
United Asset Strategies, Inc. | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2021 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.15% | 0.18% | 0.22% | Q4 2018 | Q2 2023 | 2 |
Integrated Advisors Network LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 2 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 2 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q1 2021 | Q2 2021 | 2 |
GM Advisory Group, LLC | 2 | 2 | 0.06% | 0.49% | 0.93% | Q1 2021 | Q2 2021 | 2 |
Sepio Capital, LP | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2021 | Q4 2021 | 2 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.07% | 0.10% | 0.13% | Q1 2020 | Q2 2020 | 2 |
Robbins Farley | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 2 |
Arlington Capital Management, Inc. | 2 | 2 | 1.00% | 1.08% | 1.15% | Q2 2021 | Q3 2021 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q2 2020 | 2 |
StoneX Group Inc. | 1 | 1 | 0.38% | 0.54% | 0.71% | Q1 2021 | Q1 2022 | 2 |
tru Independence LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Hamilton Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.11% | Q1 2021 | Q4 2021 | 2 |
Plaisance Capital LLC | 1 | 1 | 0.35% | 2.43% | 4.50% | Q1 2021 | Q4 2021 | 2 |
STATE OF WISCONSIN INVESTMENT BOARD | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 2 | 2 | 0.14% | 0.20% | 0.27% | Q4 2022 | Q1 2023 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 4.39% | 6.39% | 8.40% | Q2 2017 | Q3 2017 | 2 |
Berry Street Capital Management LLP | 1 | 1 | 0.48% | 0.78% | 1.09% | Q2 2021 | Q4 2021 | 2 |
Pflug Koory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
AXS Investments LLC | 2 | 2 | 0.18% | 0.25% | 0.31% | Q1 2021 | Q2 2021 | 2 |
Bickling Financial Services, Inc. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q2 2021 | 2 |
Horizon Investments, LLC | 2 | 2 | 0.47% | 0.54% | 0.62% | Q3 2021 | Q4 2021 | 2 |
Wescott Financial Advisory Group, LLC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q1 2021 | Q2 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Brookstone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Black Swift Group, LLC | 1 | 1 | 0.31% | 1.19% | 2.07% | Q3 2020 | Q1 2021 | 2 |
Electron Capital Partners, LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2020 | Q3 2020 | 1 |
CLEAR INVESTMENT RESEARCH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Wealthfront Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Nishkama Capital, LLC | 1 | 1 | 4.08% | 4.08% | 4.08% | Q3 2020 | Q3 2020 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Soros Fund Management | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q4 2020 | 1 |
West Tower Group, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
P.A.W. CAPITAL CORP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
Private Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
LMR Partners LLP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Game Plan Financial Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BHF RG Capital Inc. | 1 | 1 | 1.69% | 1.69% | 1.69% | Q1 2021 | Q1 2021 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Anson Funds Management LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2021 | Q1 2021 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Friedenthal Financial | 1 | 1 | 3.66% | 3.66% | 3.66% | Q2 2021 | Q2 2021 | 1 |
PURA VIDA INVESTMENTS, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2020 | Q4 2020 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2021 | Q3 2021 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Sage Advisory Services, Ltd.Co. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oribel Capital Management, LP | 1 | 1 | 1.07% | 1.07% | 1.07% | Q3 2020 | Q3 2020 | 1 |
MIK Capital, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Baymount Management LP | 1 | 1 | 1.73% | 1.73% | 1.73% | Q2 2020 | Q2 2020 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Atria Investments, Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
John W. Brooker & Co., CPAs | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Bouchey Financial Group Ltd | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2021 | Q3 2021 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
New England Private Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Islet Management, LP | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2021 | Q3 2021 | 1 |
Ensign Peak Advisors, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Coury Firm Asset Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Stonehearth Capital Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Bollard Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2021 | Q1 2021 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Palumbo Wealth Management LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2021 | Q1 2021 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2021 | Q2 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2021 | Q3 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Ninety One SA (PTY) Ltd | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SMITH, MOORE & CO. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2015 | Q2 2015 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Smith & Howard Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
BARINGS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Yelin Lapidot Holdings Management Ltd. | 1 | 1 | 8.69% | 8.69% | 8.69% | Q3 2023 | Q3 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Aspen Wealth Strategies, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2023 | Q2 2023 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2021 | Q1 2021 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Yost Capital Management, LP | 1 | 1 | 2.85% | 2.85% | 2.85% | Q2 2020 | Q2 2020 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Context Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ally Financial Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Brookfield Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
CloudAlpha Capital Management Limited/Hong Kong | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2022 | Q1 2022 | 1 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Covenant Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Watson Rebecca | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
PECONIC PARTNERS LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2022 | Q2 2022 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q1 2020 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2021 | Q2 2021 | 1 |
UNITED MARITIME CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
RPG Investment Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
DSC Advisors, L.P. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
Aviance Capital Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2016 | Q4 2016 | 1 |
L2 Asset Management, LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q1 2020 | Q1 2020 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Ikarian Capital, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2021 | Q2 2021 | 1 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2021 | Q1 2021 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FIL Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Ninety One UK Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Jade Capital Advisors, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2022 | Q1 2022 | 1 |
Sandbox Financial Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q1 2020 | 1 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Strategic Advisors LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own ETF SER SOLUTIONS or have owned ETF SER SOLUTIONS in the past.