Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 68 |
Cutler Group LLC / CA | 23 | 23 | 0.00% | 0.01% | 0.11% | Q1 2018 | Q3 2023 | 65 |
Citadel Advisors | 21 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 61 |
WOLVERINE TRADING, LLC | 19 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 52 |
JANE STREET GROUP, LLC | 27 | 1 | 0.00% | 0.01% | 0.15% | Q2 2016 | Q3 2023 | 50 |
CITIGROUP INC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 40 |
HAP Trading, LLC | 22 | 22 | 0.00% | 0.01% | 0.19% | Q1 2018 | Q2 2023 | 38 |
BARCLAYS PLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 36 |
BANK OF MONTREAL /CAN/ | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 32 |
UBS Group AG | 20 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 29 |
HighTower Advisors, LLC | 21 | 21 | 0.00% | 0.00% | 0.07% | Q3 2018 | Q3 2023 | 28 |
Creative Planning | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 27 |
BANK OF AMERICA CORP /DE/ | 23 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 26 |
ROYAL BANK OF CANADA | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 25 |
Highlander Capital Management, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Walleye Trading LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 24 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.00% | 0.25% | 0.58% | Q2 2018 | Q3 2023 | 23 |
Allworth Financial LP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 23 | 23 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Avior Wealth Management, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Geneos Wealth Management Inc. | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Parallel Advisors, LLC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Cambridge Investment Research Advisors, Inc. | 23 | 23 | 0.00% | 0.02% | 0.09% | Q1 2018 | Q3 2023 | 23 |
MML INVESTORS SERVICES, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
AdvisorNet Financial, Inc | 23 | 23 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Tradewinds Capital Management, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
US BANCORP \DE\ | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
IFP Advisors, Inc | 15 | 1 | 0.00% | 0.02% | 0.10% | Q1 2016 | Q3 2023 | 23 |
MORGAN STANLEY | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Johnson Financial Group, Inc. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
LPL Financial LLC | 23 | 23 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 20 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
Capital Advisors, Ltd. LLC | 22 | 22 | 0.00% | 0.01% | 0.10% | Q2 2018 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 11 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 22 |
Parallax Volatility Advisers, L.P. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 22 |
CWM, LLC | 14 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
Anchor Investment Management, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2023 | 22 |
Private Advisor Group, LLC | 21 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 22 |
TCI Wealth Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2023 | 22 |
JPMORGAN CHASE & CO | 15 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
North Star Investment Management Corp. | 17 | 5 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 22 |
Sigma Planning Corp | 21 | 21 | 0.00% | 0.03% | 0.15% | Q3 2018 | Q3 2023 | 22 |
OPTIMUM INVESTMENT ADVISORS | 22 | 22 | 0.00% | 0.02% | 0.12% | Q3 2018 | Q4 2023 | 22 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Glassman Wealth Services | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Stratos Wealth Partners, LTD. | 19 | 1 | 0.00% | 0.07% | 0.21% | Q1 2018 | Q3 2023 | 21 |
Focused Wealth Management, Inc | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
WEDBUSH SECURITIES INC | 21 | 21 | 0.01% | 0.05% | 0.13% | Q3 2018 | Q3 2023 | 21 |
AlphaMark Advisors, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Cetera Advisors LLC | 21 | 21 | 0.00% | 0.04% | 0.15% | Q3 2018 | Q3 2023 | 21 |
SIGNATUREFD, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Capital Analysts, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Riggs Asset Managment Co. Inc. | 12 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
VALLEY NATIONAL ADVISERS INC | 20 | 20 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q2 2023 | 20 |
WELLS FARGO & COMPANY/MN | 19 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 20 |
JFS WEALTH ADVISORS, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
GABLES CAPITAL MANAGEMENT INC. | 20 | 20 | 0.00% | 0.06% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Centerpoint Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Hanson & Doremus Investment Management | 15 | 5 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2023 | 20 |
McIlrath & Eck, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Global Retirement Partners, LLC | 19 | 19 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Lee Financial Co | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
American Portfolios Advisors | 19 | 19 | 0.01% | 0.04% | 0.11% | Q1 2018 | Q3 2022 | 19 |
Laurel Wealth Advisors LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 19 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Cetera Advisor Networks LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Raymond James Financial Services Advisors, Inc. | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Patriot Financial Group Insurance Agency, LLC | 19 | 19 | 0.00% | 0.05% | 0.16% | Q4 2017 | Q2 2022 | 19 |
Belpointe Asset Management LLC | 19 | 19 | 0.01% | 0.07% | 0.19% | Q3 2018 | Q1 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.02% | 0.09% | Q1 2019 | Q3 2023 | 19 |
FMR LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
JNBA Financial Advisors | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Gradient Investments LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
TRUSTCORE FINANCIAL SERVICES, LLC | 19 | 19 | 0.00% | 0.01% | 0.08% | Q2 2018 | Q4 2022 | 19 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 7 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 19 |
Princeton Global Asset Management LLC | 19 | 19 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 19 |
1834 INVESTMENT ADVISORS CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 18 |
SIMPLEX TRADING, LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
LINCOLN NATIONAL CORP | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Covington Capital Management | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
FIRST MANHATTAN CO. LLC. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
Winch Advisory Services, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Lowe Wealth Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
CITY HOLDING CO | 15 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 18 |
BDO Wealth Advisors, LLC | 18 | 18 | 0.00% | 0.01% | 0.07% | Q1 2019 | Q2 2023 | 18 |
PNC FINANCIAL SERVICES GROUP, INC. | 10 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 17 |
TOTH FINANCIAL ADVISORY CORP | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 17 |
BSW Wealth Partners | 17 | 17 | 0.01% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 17 |
Cordasco Financial Network | 17 | 17 | 0.02% | 0.08% | 0.13% | Q2 2018 | Q2 2022 | 17 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 15 | 2 | 0.10% | 0.17% | 0.34% | Q1 2019 | Q3 2023 | 17 |
AE Wealth Management LLC | 14 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 17 |
Plante Moran Financial Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 17 |
Capital Advisory Group Advisory Services, LLC | 17 | 17 | 0.00% | 0.14% | 0.60% | Q1 2018 | Q1 2022 | 17 |
Wealthcare Advisory Partners LLC | 8 | 2 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 17 |
Independence Bank of Kentucky | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Equitable Holdings, Inc. | 16 | 16 | 0.00% | 0.01% | 0.07% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Advisory Services Network, LLC | 9 | 2 | 0.00% | 0.01% | 0.10% | Q1 2018 | Q1 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
MUFG Americas Holdings Corp | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Good Life Advisors, LLC | 16 | 16 | 0.00% | 0.05% | 0.11% | Q3 2019 | Q2 2023 | 16 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 14 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Brookstone Capital Management | 10 | 2 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2022 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Carroll Financial Associates, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 16 |
Jacobi Capital Management LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2021 | 15 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 15 |
HOWE & RUSLING INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
Gerber Kawasaki Wealth & Investment Management | 15 | 15 | 0.03% | 0.11% | 0.29% | Q1 2018 | Q3 2021 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Private Capital Group, LLC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 15 |
Ellis Investment Partners, LLC | 15 | 15 | 0.01% | 0.05% | 0.14% | Q1 2019 | Q3 2022 | 15 |
Financial Architects, Inc | 10 | 4 | 0.00% | 0.02% | 0.09% | Q1 2018 | Q3 2021 | 15 |
Sandy Spring Bank | 12 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 15 |
GOLDMAN SACHS GROUP INC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 15 |
American Research & Management Co. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 15 |
Ameritas Investment Partners, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 14 |
First PREMIER Bank | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 14 |
Clearstead Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
REILLY FINANCIAL ADVISORS, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 14 |
Cornerstone Wealth Management, LLC | 8 | 1 | 0.00% | 0.03% | 0.10% | Q2 2018 | Q2 2023 | 14 |
GLENMEDE TRUST CO NA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 14 |
Disciplined Investments, LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 14 |
B. Riley Wealth Advisors, Inc. | 13 | 13 | 0.01% | 0.03% | 0.10% | Q1 2019 | Q1 2022 | 13 |
Compagnie Lombard Odier SCmA | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
Selective Wealth Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
NEXT Financial Group, Inc | 7 | 6 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2021 | 13 |
HUNTINGTON NATIONAL BANK | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
FinTrust Capital Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Gemmer Asset Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.03% | 0.14% | Q3 2020 | Q3 2023 | 13 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 13 |
Joseph P. Lucia & Associates, LLC | 7 | 6 | 0.02% | 0.21% | 0.39% | Q1 2019 | Q2 2022 | 13 |
Tempus Wealth Planning, LLC | 12 | 12 | 0.11% | 0.20% | 0.36% | Q4 2020 | Q3 2023 | 12 |
V Wealth Advisors LLC | 5 | 2 | 0.00% | 0.03% | 0.08% | Q3 2019 | Q2 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 12 | 12 | 0.01% | 0.08% | 0.24% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BALDWIN BROTHERS LLC/MA | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 12 |
Kistler-Tiffany Companies, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
BCS Wealth Management | 10 | 2 | 0.02% | 0.09% | 0.17% | Q4 2019 | Q4 2022 | 12 |
BLUESTEIN R H & CO LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 12 |
Arkadios Wealth Advisors | 8 | 4 | 0.00% | 0.05% | 0.16% | Q4 2019 | Q4 2022 | 12 |
SG3 Management, LLC | 9 | 3 | 0.02% | 0.07% | 0.26% | Q4 2018 | Q4 2022 | 12 |
Bray Capital Advisors | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Pekin Hardy Strauss, Inc. | 12 | 12 | 0.01% | 0.09% | 0.25% | Q4 2020 | Q3 2023 | 12 |
OneDigital Investment Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 12 |
WMS Partners, LLC | 11 | 11 | 0.01% | 0.06% | 0.18% | Q3 2020 | Q1 2023 | 11 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
OPPENHEIMER & CO INC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 11 |
Hexagon Capital Partners LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
COUNTRY TRUST BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
Larson Financial Group LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SHINE INVESTMENT ADVISORY SERVICES INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
Corbenic Partners LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q2 2022 | 11 |
TAP Consulting, LLC | 10 | 1 | 0.02% | 0.41% | 1.00% | Q1 2019 | Q4 2021 | 11 |
Bay Harbor Wealth Management, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2022 | 11 |
Wealth Alliance | 8 | 3 | 0.02% | 0.07% | 0.17% | Q4 2020 | Q3 2023 | 11 |
Sequoia Financial Advisors, LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q2 2021 | 11 |
SeaCrest Wealth Management, LLC | 7 | 1 | 0.01% | 0.08% | 0.15% | Q4 2017 | Q2 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MONTAG A & ASSOCIATES INC | 11 | 11 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Valeo Financial Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2021 | 11 |
Cedar Brook Financial Partners, LLC | 11 | 11 | 0.02% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 11 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Sound Income Strategies, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
EVOKE WEALTH, LLC | 9 | 1 | 0.00% | 0.00% | 0.03% | Q3 2019 | Q3 2022 | 10 |
Winslow, Evans & Crocker, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 10 |
Verition Fund Management LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2023 | 10 |
Mascoma Wealth Management LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 10 |
PEOPLES FINANCIAL SERVICES CORP. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
J.W. COLE ADVISORS, INC. | 5 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 10 |
CENTRAL TRUST Co | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.06% | 0.23% | 0.59% | Q2 2021 | Q3 2023 | 10 |
Sonora Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
United Capital Management of KS, Inc. | 6 | 4 | 0.07% | 0.14% | 0.26% | Q1 2019 | Q3 2021 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.01% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
First Allied Advisory Services, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 10 |
COWEN AND COMPANY, LLC | 2 | 1 | 0.00% | 0.03% | 0.15% | Q4 2019 | Q1 2022 | 9 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 9 |
IHT Wealth Management, LLC | 6 | 3 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 9 |
STEPHENS INC /AR/ | 8 | 1 | 0.00% | 0.01% | 0.07% | Q1 2019 | Q1 2022 | 9 |
HCR Wealth Advisors | 4 | 2 | 0.01% | 0.05% | 0.08% | Q1 2018 | Q4 2020 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 9 |
Financial Management Professionals, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
F3Logic, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 9 |
Telemetry Investments, L.L.C. | 9 | 9 | 0.08% | 0.41% | 1.05% | Q2 2020 | Q2 2022 | 9 |
Activest Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Global Trust Asset Management, LLC | 9 | 9 | 0.00% | 0.02% | 0.16% | Q4 2018 | Q4 2020 | 9 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 9 | 9 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q4 2019 | 9 |
Antonetti Capital Management LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2023 | 9 |
Main Street Financial Solutions, LLC | 9 | 9 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q4 2022 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
SYNOVUS FINANCIAL CORP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 9 |
Evolution Wealth Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q1 2021 | 9 |
Certified Advisory Corp | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2020 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2021 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Asset Dedication, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Edge Wealth Management LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2019 | 8 |
Ausdal Financial Partners, Inc. | 8 | 8 | 0.01% | 0.22% | 0.53% | Q4 2020 | Q3 2022 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.03% | 0.18% | Q3 2019 | Q1 2022 | 8 |
WADE G W & INC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
Texas Yale Capital Corp. | 5 | 3 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q4 2021 | 8 |
Aspire Private Capital, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 8 |
Caption Management, LLC | 2 | 1 | 0.00% | 0.05% | 0.22% | Q1 2018 | Q1 2022 | 8 |
PEAK6 Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 8 |
Bedel Financial Consulting, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
NVWM, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.07% | 0.20% | Q2 2018 | Q1 2023 | 8 |
Column Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Integrated Advisors Network LLC | 6 | 2 | 0.01% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2019 | 8 |
Bell Rock Capital LLC | 8 | 8 | 0.00% | 0.12% | 0.28% | Q1 2018 | Q4 2019 | 8 |
PFS Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Avion Wealth | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TD Capital Management LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
SRS Capital Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.01% | 0.07% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
K2 PRINCIPAL FUND, L.P. | 3 | 1 | 0.28% | 0.77% | 1.43% | Q1 2018 | Q3 2020 | 8 |
Hudock, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TRUEWEALTH LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Navis Wealth Advisors, LLC | 7 | 7 | 0.08% | 0.41% | 0.72% | Q4 2020 | Q2 2022 | 7 |
HBK Sorce Advisory LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2020 | 7 |
NORTHSTAR ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
HORIZON BANCORP INC /IN/ | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Fusion Family Wealth LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Heritage Wealth Advisors | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 7 |
Center for Financial Planning, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
M&T BANK CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
CIBC WORLD MARKET INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 7 |
Manchester Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 7 |
Ameritas Investment Company, LLC | 3 | 2 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q2 2021 | 7 |
Granite Point Capital Management, L.P. | 5 | 1 | 0.05% | 0.98% | 4.18% | Q3 2018 | Q4 2021 | 7 |
Gordian Capital Singapore Pte Ltd | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
BRYN MAWR TRUST Co | 4 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 7 |
Wagner Wealth Management, LLC | 4 | 1 | 0.00% | 0.07% | 0.19% | Q3 2018 | Q3 2022 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Lake Point Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
PEDDOCK CAPITAL ADVISORS, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2020 | 7 |
SMITH SHELLNUT WILSON LLC /ADV | 7 | 7 | 0.00% | 0.02% | 0.10% | Q1 2020 | Q3 2021 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Bluefin Trading, LLC | 3 | 2 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q1 2020 | 7 |
Burt Wealth Advisors | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 7 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2020 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 3 | 3 | 0.03% | 0.07% | 0.11% | Q4 2018 | Q3 2020 | 6 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MONETARY MANAGEMENT GROUP INC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2021 | 6 |
Vontobel Holding Ltd. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Banco BTG Pactual S.A. | 6 | 6 | 0.03% | 0.06% | 0.11% | Q2 2022 | Q3 2023 | 6 |
J. Goldman & Co LP | 2 | 1 | 0.03% | 0.17% | 0.28% | Q4 2018 | Q2 2021 | 6 |
Aptus Capital Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Signature Wealth Management Partners, LLC | 6 | 6 | 0.07% | 0.14% | 0.22% | Q4 2021 | Q1 2023 | 6 |
Perigon Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 6 |
Clear Perspectives Financial Planning, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
SpiderRock Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 6 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
USCA RIA LLC | 4 | 2 | 0.02% | 0.05% | 0.10% | Q1 2019 | Q2 2021 | 6 |
Tyler-Stone Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 6 |
Capital Asset Advisory Services LLC | 5 | 1 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2021 | 6 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.02% | 0.18% | 0.26% | Q2 2018 | Q1 2020 | 6 |
Covestor Ltd | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Family Management Corp | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
BREWIN DOLPHIN LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
G&S Capital LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 6 |
Frisch Financial Group, Inc. | 6 | 6 | 0.69% | 1.06% | 1.51% | Q4 2020 | Q1 2022 | 6 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 6 |
PRIO WEALTH LIMITED PARTNERSHIP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Gladstone Institutional Advisory LLC | 4 | 1 | 0.00% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 6 |
Polar Asset Management Partners Inc. | 3 | 2 | 0.06% | 0.13% | 0.21% | Q2 2018 | Q3 2019 | 6 |
ROTHSCHILD INVESTMENT LLC /IL | 6 | 6 | 0.09% | 0.34% | 0.53% | Q3 2018 | Q4 2019 | 6 |
Horrell Capital Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2020 | 6 |
Florin Court Capital LLP | 3 | 1 | 0.22% | 0.44% | 0.68% | Q3 2018 | Q3 2023 | 6 |
Systematic Alpha Investments, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
FLOW TRADERS U.S. LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q4 2022 | 5 |
Accel Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 5 |
LAKE STREET FINANCIAL LLC | 4 | 1 | 0.08% | 0.21% | 0.45% | Q4 2019 | Q4 2021 | 5 |
Legacy Financial Group LLC | 4 | 1 | 0.00% | 0.09% | 0.17% | Q4 2020 | Q3 2023 | 5 |
Freestone Capital Holdings, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Roble, Belko & Company, Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
PURA VIDA INVESTMENTS, LLC | 5 | 5 | 0.45% | 1.93% | 2.60% | Q4 2018 | Q4 2019 | 5 |
Asset Planning Services, Ltd. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
CIBC Private Wealth Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2021 | 5 |
First Washington CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
EQUITABLE TRUST CO | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2021 | 5 |
StoneX Group Inc. | 3 | 1 | 0.04% | 0.19% | 0.31% | Q3 2018 | Q1 2021 | 5 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q1 2022 | 5 |
EASTERLY INVESTMENT PARTNERS LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Bensler, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Old North State Trust, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 5 |
IMA Wealth, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 5 |
Kovack Advisors, Inc. | 3 | 2 | 0.03% | 0.10% | 0.25% | Q1 2019 | Q2 2021 | 5 |
BerganKDV Wealth Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 5 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 4 |
Sculptor Capital LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 4 |
Rehmann Capital Advisory Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
IMC-Chicago, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 4 |
Foundations Investment Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q3 2021 | 4 |
SVB WEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 4 |
TITLEIST CAPITAL, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Canton Hathaway, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q2 2019 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 4 |
Gibson Wealth Advisors LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.13% | 0.16% | 0.20% | Q3 2018 | Q2 2019 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 3 | 1 | 0.06% | 0.11% | 0.24% | Q1 2018 | Q1 2021 | 4 |
SevenBridge Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Columbia Asset Management | 4 | 4 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q4 2021 | 4 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.06% | 0.14% | Q1 2020 | Q4 2022 | 4 |
RMR Wealth Builders | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 4 |
SALEM INVESTMENT COUNSELORS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
EXANE DERIVATIVES | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 4 |
Bison Wealth, LLC | 2 | 1 | 0.02% | 0.07% | 0.13% | Q1 2019 | Q1 2021 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
Retirement Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
First Horizon Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Marquette Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
WHITENER CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Sterling Investment Advisors, Ltd. | 4 | 4 | 0.01% | 0.09% | 0.17% | Q1 2019 | Q4 2019 | 4 |
InterOcean Capital Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealthfront Advisers LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Executive Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2020 | 4 |
Perennial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Clearwater Capital Advisors, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q1 2022 | 4 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 4 |
Waldron Private Wealth LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2021 | 4 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.11% | 0.18% | Q3 2020 | Q1 2022 | 4 |
WESPAC Advisors SoCal, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 4 |
WealthCare Investment Partners, LLC | 4 | 4 | 0.05% | 0.20% | 0.43% | Q4 2021 | Q3 2022 | 4 |
CARRET ASSET MANAGEMENT, LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q1 2019 | Q4 2019 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Cornerstone Advisory, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Strategic Wealth Partners, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 4 |
Personal Wealth Partners | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2021 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 4 |
NTV ASSET MANAGEMENT LLC | 3 | 3 | 0.19% | 0.35% | 0.46% | Q1 2019 | Q3 2019 | 3 |
Raffles Associates | 2 | 1 | 0.64% | 1.37% | 2.80% | Q4 2019 | Q4 2021 | 3 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Alpha Cubed Investments, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
STALEY CAPITAL ADVISERS INC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q4 2019 | 3 |
Clarkston Capital Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
J Arnold Wealth Management Co | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 3 |
MYDA Advisors LLC | 1 | 1 | 0.25% | 0.31% | 0.40% | Q4 2017 | Q1 2021 | 3 |
SENTINEL PENSION ADVISORS INC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q2 2021 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Clearview Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Investors Research Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PERRITT CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
CREDIT SUISSE AG/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Alera Investment Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2022 | 3 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.16% | 0.59% | 1.08% | Q4 2019 | Q2 2020 | 3 |
STERLING INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.89% | 1.47% | 1.91% | Q3 2021 | Q1 2022 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Clal Insurance Enterprises Holdings Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Sargent Bickham Lagudis LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 3 |
DCM Advisors, LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q3 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Acorn Wealth Advisors, LLC | 2 | 1 | 0.06% | 0.10% | 0.19% | Q1 2018 | Q2 2019 | 3 |
Prestige Wealth Management Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Hilltop Holdings Inc. | 2 | 1 | 0.01% | 0.07% | 0.12% | Q1 2021 | Q4 2022 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
WASHINGTON TRUST Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2020 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Front Row Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Parisi Gray Wealth Management | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2021 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 3 |
HM PAYSON & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Bank of New Hampshire | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Visionary Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Oxler Private Wealth LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Truvestments Capital LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2019 | 3 |
QCI ASSET MANAGEMENT INC/NY | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 3 |
Marathon Trading Investment Management LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2018 | 3 |
Virtu Financial LLC | 2 | 1 | 0.04% | 0.06% | 0.10% | Q4 2017 | Q4 2019 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
IRON Financial LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2019 | Q2 2020 | 3 |
HB Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Venture Visionary Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Beacon Pointe Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Bouchey Financial Group Ltd | 3 | 3 | 0.07% | 0.09% | 0.11% | Q1 2019 | Q3 2019 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Vantage Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q2 2021 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 2 |
Stonebridge Financial Planning Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ZWJ INVESTMENT COUNSEL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Eschler Asset Management LLP | 1 | 1 | 0.46% | 0.51% | 0.55% | Q4 2022 | Q3 2023 | 2 |
Smart Portfolios, LLC | 2 | 2 | 0.13% | 0.22% | 0.31% | Q4 2021 | Q1 2022 | 2 |
ASSET MANAGEMENT CORP /IL/ /ADV | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
HARVEY CAPITAL MANAGEMENT INC | 2 | 2 | 0.42% | 0.60% | 0.78% | Q3 2020 | Q4 2020 | 2 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2021 | 2 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 2 |
Poehling Capital Management, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Advisory Resource Group | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2019 | Q2 2019 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
LS Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
MV CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 2 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 2 |
Providence Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Diametric Capital, LP | 2 | 2 | 0.16% | 0.19% | 0.23% | Q4 2020 | Q1 2021 | 2 |
SMITH, MOORE & CO. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q2 2019 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Wedmont Private Capital | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q1 2018 | 2 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 2 |
BANK HAPOALIM BM | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2019 | Q3 2019 | 2 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Sowa Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q2 2019 | 2 |
Jump Trading, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2018 | 2 |
tru Independence LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 2 |
AXS Investments LLC | 1 | 1 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q4 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
SFMG, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2020 | 2 |
YorkBridge Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Verity Asset Management, Inc. | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2020 | Q4 2020 | 2 |
Savior LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
BOKF, NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BKS ADVISORS, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q2 2018 | 2 |
Hedges Asset Management LLC | 1 | 1 | 0.08% | 0.18% | 0.28% | Q4 2021 | Q4 2022 | 2 |
ACG Wealth | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2022 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PrairieView Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 2 |
SouthState Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Advisor Resource Council | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
SYCOMORE ASSET MANAGEMENT | 1 | 1 | 0.12% | 0.17% | 0.21% | Q1 2021 | Q1 2022 | 2 |
MEANS INVESTMENT CO., INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Gainplan LLC | 1 | 1 | 0.33% | 0.57% | 0.81% | Q4 2017 | Q1 2019 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 2 |
Sandbox Financial Partners, LLC | 2 | 2 | 0.25% | 0.28% | 0.32% | Q4 2020 | Q1 2021 | 2 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
AVALON CAPITAL MANAGEMENT | 2 | 2 | 1.90% | 2.42% | 2.94% | Q1 2018 | Q2 2018 | 2 |
STIFEL FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
P.A.W. CAPITAL CORP | 2 | 2 | 1.80% | 2.10% | 2.40% | Q1 2019 | Q2 2019 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Ledyard National Bank | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 2 |
NewSquare Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Allegiant Private Advisors, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q1 2021 | 2 |
WEBSTER BANK, N. A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q4 2021 | 2 |
SNOW CAPITAL MANAGEMENT LP | 2 | 2 | 0.12% | 0.13% | 0.14% | Q1 2021 | Q2 2021 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q1 2019 | 2 |
Crow Point Partners, LLC | 2 | 2 | 0.01% | 0.12% | 0.22% | Q3 2017 | Q4 2017 | 2 |
HORIZON FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Hills Bank & Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Wealth Advisors of Iowa, LLC | 2 | 2 | 0.12% | 0.18% | 0.23% | Q1 2021 | Q2 2021 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q2 2019 | 2 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 2 |
WFA of San Diego, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 2 |
Trek Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 2 |
WealthStone, Inc. | 2 | 2 | 0.05% | 2.36% | 4.68% | Q1 2019 | Q2 2019 | 2 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 3.74% | 3.74% | 3.74% | Q2 2021 | Q2 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Atwater Malick LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2019 | Q3 2019 | 1 |
BLB&B Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2020 | Q1 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Summit X, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Rinkey Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q4 2021 | Q4 2021 | 1 |
Main Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2019 | Q4 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Cannell Capital | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q1 2019 | Q1 2019 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TCG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
RIA Advisory Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
DRW Securities, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Wealthstreet Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 1.11% | 1.11% | 1.11% | Q1 2019 | Q1 2019 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Weil Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Cerity Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Powell Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Cooper Financial Group | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Masso Torrence Wealth Management Inc. | 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% | Q1 2022 | Q1 2022 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2020 | Q3 2020 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ADE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
QUATTRO FINANCIAL ADVISORS LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Strategic Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Islet Management, LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2019 | Q4 2019 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Tennessee Valley Asset Management Partners | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 1.15% | 1.15% | 1.15% | Q4 2020 | Q4 2020 | 1 |
EPIQ PARTNERS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Tatro Capital, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2021 | Q1 2021 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Wick Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Advisor OS, LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q4 2020 | Q4 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Spearhead Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
KCM INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2018 | Q3 2018 | 1 |
Terra Nova Asset Management LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2018 | Q3 2018 | 1 |
External links
This page lists all the filers that currently own ETF MANAGERS TR or have owned ETF MANAGERS TR in the past.