Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 61 |
Citadel Advisors | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
LPL Financial LLC | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
Cutler Group LLC / CA | 16 | 2 | 0.00% | 0.00% | 0.04% | Q4 2017 | Q3 2022 | 39 |
ROYAL BANK OF CANADA | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
BANK OF AMERICA CORP /DE/ | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 39 |
MORGAN STANLEY | 37 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 38 |
Joel Isaacson & Co., LLC | 26 | 12 | 0.01% | 0.04% | 0.09% | Q1 2014 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 36 |
NTV ASSET MANAGEMENT LLC | 34 | 34 | 0.14% | 0.45% | 0.96% | Q2 2015 | Q3 2023 | 34 |
Cambridge Investment Research Advisors, Inc. | 33 | 1 | 0.02% | 0.03% | 0.10% | Q3 2014 | Q3 2023 | 34 |
BANK OF MONTREAL /CAN/ | 26 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 33 |
Private Advisor Group, LLC | 22 | 3 | 0.00% | 0.02% | 0.11% | Q4 2013 | Q3 2023 | 32 |
Creative Planning | 29 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 31 |
HighTower Advisors, LLC | 29 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 31 |
Cordasco Financial Network | 31 | 31 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2022 | 31 |
AMERIPRISE FINANCIAL INC | 26 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 29 |
STIFEL FINANCIAL CORP | 27 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 29 |
CAHILL FINANCIAL ADVISORS INC | 28 | 28 | 0.07% | 0.17% | 0.30% | Q4 2016 | Q3 2023 | 28 |
AlphaMark Advisors, LLC | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Curbstone Financial Management Corp | 28 | 28 | 0.14% | 0.27% | 0.32% | Q1 2017 | Q4 2023 | 28 |
OPPENHEIMER & CO INC | 27 | 1 | 0.01% | 0.03% | 0.13% | Q2 2014 | Q3 2023 | 28 |
RAYMOND JAMES & ASSOCIATES | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
J.P. Morgan Private Wealth Advisors LLC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Geneos Wealth Management Inc. | 27 | 27 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 27 |
BARCLAYS PLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
CIBC WORLD MARKET INC. | 18 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2022 | 27 |
Raymond James Financial Services Advisors, Inc. | 27 | 27 | 0.00% | 0.02% | 0.11% | Q1 2017 | Q3 2023 | 27 |
WELLS FARGO & COMPANY/MN | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
FIFTH THIRD BANCORP | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 26 |
JPMORGAN CHASE & CO | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
IHT Wealth Management, LLC | 26 | 26 | 0.01% | 0.04% | 0.10% | Q2 2017 | Q3 2023 | 26 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 26 |
PITTENGER & ANDERSON INC | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
CITIGROUP INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Hartford Financial Management Inc. | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
BALDWIN BROTHERS LLC/MA | 25 | 25 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2023 | 25 |
Mathes Company, Inc. | 23 | 2 | 0.33% | 0.52% | 0.85% | Q2 2017 | Q3 2023 | 25 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 25 |
North Star Investment Management Corp. | 17 | 8 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 25 |
Winch Advisory Services, LLC | 25 | 25 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 25 |
US BANCORP \DE\ | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 25 | 25 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2019 | 25 |
Migdal Insurance & Financial Holdings Ltd. | 25 | 25 | 0.00% | 0.03% | 0.09% | Q3 2017 | Q3 2023 | 25 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 5 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 25 |
Winslow, Evans & Crocker, Inc. | 25 | 25 | 0.01% | 0.02% | 0.09% | Q4 2014 | Q4 2020 | 25 |
Tower Research Capital LLC (TRC) | 20 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 24 |
RPG Investment Advisory, LLC | 24 | 24 | 0.00% | 0.09% | 0.21% | Q4 2017 | Q3 2023 | 24 |
Compagnie Lombard Odier SCmA | 21 | 1 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q1 2022 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.04% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 24 |
VALLEY NATIONAL ADVISERS INC | 24 | 24 | 0.01% | 0.23% | 0.62% | Q4 2017 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 17 | 7 | 0.00% | 0.04% | 0.16% | Q3 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Glassman Wealth Services | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Close Asset Management Ltd | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Bank OZK | 23 | 23 | 0.10% | 0.55% | 0.82% | Q1 2018 | Q3 2023 | 23 |
Cetera Advisor Networks LLC | 12 | 11 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 23 |
Biltmore Family Office, LLC | 23 | 23 | 1.25% | 2.90% | 5.66% | Q1 2018 | Q3 2023 | 23 |
SPC Financial, Inc. | 19 | 4 | 0.06% | 0.09% | 0.12% | Q4 2017 | Q3 2023 | 23 |
Mutual Advisors, LLC | 14 | 9 | 0.01% | 0.05% | 0.20% | Q4 2017 | Q3 2023 | 23 |
Baird Financial Group, Inc. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
HSBC HOLDINGS PLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2022 | 22 |
PINNACLE ASSOCIATES LTD | 22 | 22 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Gradient Investments LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Capital Advisory Group Advisory Services, LLC | 15 | 7 | 0.02% | 0.43% | 0.89% | Q1 2018 | Q3 2023 | 22 |
MURPHY CAPITAL MANAGEMENT INC | 22 | 22 | 0.07% | 0.25% | 0.44% | Q1 2017 | Q2 2022 | 22 |
Endurance Wealth Management, Inc. | 22 | 22 | 0.35% | 0.50% | 0.66% | Q1 2018 | Q2 2023 | 22 |
CWM, LLC | 14 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
HUNTINGTON NATIONAL BANK | 18 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
BLAIR WILLIAM & CO/IL | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
SCOTIA CAPITAL INC. | 13 | 8 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 21 |
LINCOLN NATIONAL CORP | 21 | 21 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q3 2022 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
Greenwich Wealth Management LLC | 21 | 21 | 0.04% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 21 |
Cetera Advisors LLC | 11 | 10 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 21 |
Clearwater Capital Advisors, LLC | 20 | 1 | 0.00% | 0.11% | 0.16% | Q1 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.30% | Q3 2018 | Q3 2023 | 21 |
Bank of New York Mellon Corp | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
KINGS POINT CAPITAL MANAGEMENT | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.12% | 0.28% | 0.47% | Q4 2018 | Q3 2023 | 20 |
MEITAV INVESTMENT HOUSE LTD | 15 | 1 | 0.01% | 0.07% | 0.18% | Q4 2017 | Q3 2023 | 20 |
Sound Income Strategies, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 20 |
WEDBUSH SECURITIES INC | 11 | 9 | 0.01% | 0.03% | 0.08% | Q2 2017 | Q3 2022 | 20 |
Westside Investment Management, Inc. | 11 | 1 | 0.00% | 0.01% | 0.08% | Q4 2016 | Q3 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2022 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Janney Montgomery Scott LLC | 11 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q2 2022 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
DUNCKER STREETT & CO INC | 12 | 7 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 19 |
Sterling Investment Advisors, Ltd. | 19 | 19 | 0.01% | 0.37% | 1.81% | Q4 2017 | Q2 2022 | 19 |
Plante Moran Financial Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2021 | 18 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 18 | 18 | 0.18% | 0.21% | 0.27% | Q3 2017 | Q4 2021 | 18 |
Western Wealth Management, LLC | 8 | 5 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 18 |
Stratos Wealth Partners, LTD. | 14 | 4 | 0.01% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Moisand Fitzgerald Tamayo, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 18 |
Pacifica Partners Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2023 | 17 |
SIGNATUREFD, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 17 |
Parallel Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 17 |
BNP PARIBAS FINANCIAL MARKETS | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 17 |
Good Life Advisors, LLC | 17 | 17 | 0.03% | 0.08% | 0.12% | Q3 2019 | Q3 2023 | 17 |
ALTFEST L J & CO INC | 11 | 6 | 0.04% | 1.10% | 5.17% | Q4 2017 | Q1 2022 | 17 |
Private Portfolio Partners LLC | 15 | 1 | 0.05% | 0.16% | 0.29% | Q4 2018 | Q2 2023 | 17 |
Vontobel Swiss Wealth Advisors AG | 14 | 3 | 0.14% | 0.39% | 0.56% | Q1 2017 | Q2 2021 | 17 |
Round Table Services, LLC | 17 | 17 | 0.05% | 1.51% | 3.98% | Q4 2017 | Q4 2021 | 17 |
Summit Asset Management, LLC | 14 | 2 | 0.06% | 0.09% | 0.13% | Q3 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
TBH Global Asset Management, LLC | 16 | 16 | 0.05% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 16 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 13 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2020 | 16 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 0.36% | 0.59% | 0.74% | Q4 2019 | Q3 2023 | 16 |
NEXT Financial Group, Inc | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2021 | 16 |
Jacobi Capital Management LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2021 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 16 |
GOFEN & GLOSSBERG LLC /IL/ | 15 | 15 | 0.10% | 0.25% | 0.33% | Q2 2019 | Q4 2022 | 15 |
BAROMETER CAPITAL MANAGEMENT INC. | 5 | 1 | 0.07% | 0.33% | 0.61% | Q1 2017 | Q2 2023 | 15 |
SeaCrest Wealth Management, LLC | 9 | 6 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q2 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 9 | 2 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 1.30% | 1.49% | 1.73% | Q1 2018 | Q2 2023 | 15 |
BESSEMER GROUP INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Fieldpoint Private Securities, LLC | 8 | 7 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q2 2022 | 15 |
Psagot Value Holdings Ltd. | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2021 | 14 |
Perigon Wealth Management, LLC | 13 | 1 | 0.02% | 0.05% | 0.07% | Q3 2011 | Q3 2023 | 14 |
Caprock Group, LLC | 7 | 7 | 0.05% | 0.09% | 0.14% | Q1 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MBM Wealth Consultants, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 14 |
SFMG, LLC | 14 | 14 | 0.04% | 0.16% | 0.27% | Q2 2020 | Q3 2023 | 14 |
SUMMIT FINANCIAL GROUP, INC. | 14 | 14 | 0.34% | 0.48% | 0.68% | Q2 2020 | Q3 2023 | 14 |
CYPRESS CAPITAL MANAGEMENT LLC | 9 | 2 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q2 2022 | 14 |
Advisor Group, Inc. | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 14 |
TD Capital Management LLC | 9 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
D'Orazio & Associates, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 13 |
Armor Investment Advisors, LLC | 13 | 13 | 0.26% | 0.72% | 0.92% | Q4 2016 | Q4 2019 | 13 |
DEUTSCHE BANK AG\ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2021 | 13 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q4 2021 | 13 |
Trust Co | 7 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 13 |
NVWM, LLC | 7 | 6 | 0.00% | 0.09% | 0.54% | Q4 2017 | Q3 2023 | 13 |
Cranbrook Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Belpointe Asset Management LLC | 10 | 3 | 0.00% | 0.03% | 0.10% | Q3 2017 | Q1 2023 | 13 |
Sandy Spring Bank | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Tidal Investments LLC | 12 | 12 | 0.01% | 0.15% | 0.48% | Q4 2018 | Q3 2021 | 12 |
Bank Julius Baer & Co. Ltd, Zurich | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
WADE G W & INC | 12 | 12 | 0.06% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 1 | 0.02% | 0.06% | 0.12% | Q1 2020 | Q3 2023 | 12 |
SPRENG CAPITAL MANAGEMENT, INC. | 9 | 1 | 0.16% | 0.20% | 0.25% | Q4 2019 | Q2 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q1 2021 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.13% | 0.21% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Cardan Capital Partners, LLC | 8 | 4 | 0.06% | 0.18% | 0.35% | Q3 2016 | Q4 2019 | 12 |
NewSquare Capital LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2020 | 12 |
Bartlett & Co. LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 11 |
Corbenic Partners LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
St. Johns Investment Management Company, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Burt Wealth Advisors | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 11 |
Cetera Investment Advisers | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.01% | 0.04% | 0.14% | Q1 2018 | Q2 2023 | 11 |
AVALON CAPITAL MANAGEMENT | 5 | 1 | 0.18% | 0.82% | 2.42% | Q1 2015 | Q2 2019 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.05% | 0.06% | 0.09% | Q4 2020 | Q2 2023 | 11 |
Allworth Financial LP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
GLENMEDE TRUST CO NA | 8 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 11 |
MEANS INVESTMENT CO., INC. | 11 | 11 | 0.08% | 0.34% | 0.43% | Q1 2021 | Q3 2023 | 11 |
Solstein Capital, LLC | 11 | 11 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 11 |
PRUDENTIAL PLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
CWA Asset Management Group, LLC | 11 | 11 | 0.08% | 0.12% | 0.18% | Q3 2017 | Q1 2020 | 11 |
SOL Capital Management CO | 11 | 11 | 0.07% | 0.17% | 0.25% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
GREAT VALLEY ADVISOR GROUP, INC. | 11 | 11 | 0.05% | 0.08% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Portfolio Strategies, Inc. | 7 | 3 | 1.10% | 2.10% | 4.52% | Q4 2017 | Q3 2023 | 10 |
CREDIT SUISSE AG/ | 8 | 1 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 10 |
Ahrens Investment Partners LLC | 6 | 1 | 0.01% | 0.30% | 0.60% | Q2 2017 | Q1 2023 | 10 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2021 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Capital Analysts, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Fort Sheridan Advisors LLC | 10 | 10 | 0.06% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Vigilare Wealth Management | 6 | 4 | 0.12% | 0.16% | 0.19% | Q4 2020 | Q4 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.31% | 0.38% | 0.47% | Q2 2021 | Q3 2023 | 10 |
Rathbones Group PLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q4 2019 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Mayflower Financial Advisors, LLC | 8 | 2 | 0.03% | 0.11% | 0.15% | Q4 2020 | Q2 2023 | 10 |
Purus Wealth Management, LLC | 10 | 10 | 0.15% | 0.54% | 1.00% | Q2 2021 | Q3 2023 | 10 |
Front Row Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 10 |
Financial Architects, Inc | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2019 | 10 |
J.W. COLE ADVISORS, INC. | 6 | 4 | 0.02% | 0.05% | 0.30% | Q4 2020 | Q2 2023 | 10 |
D.A. DAVIDSON & CO. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 10 |
Virtu KCG Holdings LLC | 7 | 1 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q2 2017 | 10 |
EATON VANCE MANAGEMENT | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q1 2023 | 9 |
Joseph P. Lucia & Associates, LLC | 5 | 4 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2021 | 9 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2018 | 9 |
Patriot Financial Group Insurance Agency, LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2021 | 9 |
First Allied Advisory Services, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q2 2019 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Renaissance Technologies | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 9 |
TSFG, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Krilogy Financial LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 9 |
Jackson Financial Management | 9 | 9 | 3.26% | 4.34% | 5.40% | Q4 2017 | Q4 2019 | 9 |
Sigma Planning Corp | 9 | 9 | 0.02% | 0.06% | 0.13% | Q4 2017 | Q4 2019 | 9 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 1 | 0.03% | 0.24% | 0.93% | Q4 2017 | Q3 2022 | 9 |
Vivaldi Capital Management LP | 9 | 9 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q4 2022 | 9 |
AE Wealth Management LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 9 |
WFA Asset Management Corp | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EXENCIAL WEALTH ADVISORS, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2023 | 8 |
AMG National Trust Bank | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 8 |
BANQUE PICTET & CIE SA | 8 | 8 | 0.02% | 0.03% | 0.06% | Q1 2014 | Q4 2015 | 8 |
ETF Store, Inc. | 8 | 8 | 0.78% | 0.92% | 1.08% | Q4 2021 | Q3 2023 | 8 |
Moors & Cabot, Inc. | 8 | 8 | 0.06% | 0.20% | 0.28% | Q2 2016 | Q1 2018 | 8 |
OPTIMUM INVESTMENT ADVISORS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
Bell Rock Capital LLC | 8 | 8 | 0.00% | 0.05% | 0.25% | Q1 2018 | Q4 2019 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Carmel Capital Management L.L.C. | 8 | 8 | 2.23% | 2.51% | 2.92% | Q4 2021 | Q3 2023 | 8 |
Crew Capital Management, Ltd. | 8 | 8 | 0.35% | 2.00% | 3.23% | Q1 2021 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Financial Advocates Investment Management | 8 | 8 | 0.02% | 0.04% | 0.13% | Q3 2020 | Q2 2022 | 8 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 2 | 0.00% | 0.07% | 0.17% | Q1 2017 | Q1 2022 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 8 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 8 |
Clay Northam Wealth Management, LLC | 8 | 8 | 0.71% | 0.80% | 0.99% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.32% | 0.37% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Summit Place Financial Advisors, LLC | 6 | 1 | 0.15% | 0.20% | 0.30% | Q3 2020 | Q2 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Equitable Holdings, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
KRAEMATON INVESTMENT ADVISORS, INC | 4 | 3 | 0.24% | 0.28% | 0.34% | Q4 2021 | Q3 2023 | 7 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 7 | 7 | 1.13% | 1.31% | 1.51% | Q3 2021 | Q1 2023 | 7 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q1 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2020 | 7 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.02% | 0.13% | 0.33% | Q2 2017 | Q3 2023 | 7 |
CENTRAL TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
First Horizon Advisors, Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 7 |
Avior Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Bogart Wealth, LLC | 7 | 7 | 0.01% | 0.23% | 0.63% | Q3 2017 | Q1 2019 | 7 |
Bison Wealth, LLC | 5 | 2 | 0.04% | 0.52% | 0.82% | Q2 2015 | Q1 2022 | 7 |
GM Advisory Group, LLC | 7 | 7 | 0.08% | 0.10% | 0.11% | Q1 2018 | Q3 2019 | 7 |
Indie Asset Partners, LLC | 7 | 7 | 0.19% | 0.49% | 0.73% | Q4 2020 | Q2 2022 | 7 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 7 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.05% | 0.14% | Q3 2020 | Q2 2023 | 7 |
Americana Partners, LLC | 5 | 2 | 0.06% | 0.09% | 0.17% | Q3 2021 | Q2 2023 | 7 |
WEALTH EFFECTS LLC | 4 | 3 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 7 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 7 |
WEALTHSOURCE PARTNERS, LLC | 4 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 7 |
WASHINGTON TRUST Co | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 7 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2021 | 7 |
Wilson & Boucher Capital Management, LLC | 4 | 3 | 0.21% | 0.24% | 0.30% | Q4 2021 | Q3 2023 | 7 |
Parker Investment Management, LLC | 3 | 3 | 0.07% | 0.95% | 1.98% | Q4 2017 | Q1 2021 | 6 |
MANCHESTER FINANCIAL INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 6 |
Gruss & Co., LLC | 6 | 6 | 1.00% | 2.60% | 3.06% | Q3 2017 | Q4 2018 | 6 |
EXANE DERIVATIVES | 5 | 1 | 0.04% | 0.46% | 0.68% | Q3 2017 | Q3 2020 | 6 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.04% | 0.05% | Q3 2018 | Q2 2022 | 6 |
COLONY GROUP LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2020 | 6 |
Pinnacle Wealth Management Advisory Group, LLC | 6 | 6 | 0.09% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
PineBridge Investments, L.P. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 6 |
CULLEN/FROST BANKERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
TRUIST FINANCIAL CORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 6 |
Ausdal Financial Partners, Inc. | 4 | 2 | 0.07% | 0.08% | 0.08% | Q4 2017 | Q2 2019 | 6 |
Patten Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2018 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Realta Investment Advisors | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 6 |
Laidlaw Wealth Management LLC | 4 | 1 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q3 2022 | 5 |
FIRST MANHATTAN CO. LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Chicago Partners Investment Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Allianz Asset Management GmbH | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2018 | 5 |
NIEMANN CAPITAL MANAGEMENT INC | 5 | 5 | 0.39% | 0.49% | 0.58% | Q1 2017 | Q1 2018 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Charles Schwab Investment Advisory, Inc. | 5 | 5 | 0.31% | 0.54% | 0.76% | Q3 2017 | Q3 2018 | 5 |
FIRST INTERSTATE BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Core Wealth Advisors, Inc. | 5 | 5 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q1 2022 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Vantage Investment Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 2 | 0.02% | 0.09% | 0.18% | Q4 2021 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Smart Portfolios, LLC | 5 | 5 | 0.05% | 0.80% | 1.92% | Q1 2018 | Q1 2019 | 5 |
Charter Oak Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Kingsview Wealth Management, LLC | 3 | 1 | 0.01% | 0.05% | 0.11% | Q1 2018 | Q3 2023 | 5 |
McIlrath & Eck, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PICTON MAHONEY ASSET MANAGEMENT | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q2 2018 | 5 |
TriaGen Wealth Management LLC | 5 | 5 | 0.60% | 0.80% | 0.90% | Q4 2020 | Q4 2021 | 5 |
Commonwealth Equity Services, Inc | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2017 | 5 |
TOTH FINANCIAL ADVISORY CORP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 5 |
PICTET BANK & TRUST Ltd | 5 | 5 | 0.15% | 0.17% | 0.19% | Q3 2017 | Q3 2018 | 5 |
Legacy Wealth Partners, Inc. | 5 | 5 | 0.21% | 0.30% | 0.42% | Q2 2020 | Q2 2021 | 5 |
INTEGRAL INVESTMENT ADVISORS, INC. | 5 | 5 | 0.21% | 0.92% | 1.54% | Q4 2021 | Q4 2022 | 5 |
BECK CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.26% | 0.48% | 0.64% | Q1 2014 | Q4 2021 | 5 |
Family Management Corp | 5 | 5 | 0.07% | 0.12% | 0.20% | Q4 2018 | Q4 2019 | 5 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.07% | 0.14% | Q3 2020 | Q2 2022 | 5 |
Fountainhead AM, LLC | 5 | 5 | 4.01% | 4.41% | 4.64% | Q3 2022 | Q3 2023 | 5 |
TRUE Private Wealth Advisors | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2017 | Q3 2018 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
UBS AG | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PEDDOCK CAPITAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
JOHNSON INVESTMENT COUNSEL INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Veritable, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.10% | 0.25% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 4 | 4 | 0.15% | 0.18% | 0.20% | Q4 2017 | Q3 2018 | 4 |
Key Client Fiduciary Advisors, LLC | 4 | 4 | 0.15% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.07% | 0.12% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Claro Advisors LLC | 3 | 1 | 0.02% | 0.07% | 0.09% | Q4 2018 | Q1 2022 | 4 |
Atlantic Union Bankshares Corp | 4 | 4 | 0.52% | 1.34% | 1.66% | Q1 2018 | Q4 2018 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.02% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Prospera Financial Services Inc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Gladstone Institutional Advisory LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
REGIONS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.23% | 0.25% | 0.28% | Q4 2017 | Q3 2018 | 4 |
YorkBridge Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Hilltop Holdings Inc. | 2 | 2 | 0.03% | 0.08% | 0.17% | Q2 2020 | Q2 2023 | 4 |
Sand Hill Global Advisors, LLC | 4 | 4 | 2.83% | 3.20% | 3.57% | Q1 2018 | Q4 2018 | 4 |
Canal Capital Management, LLC | 4 | 4 | 0.25% | 0.26% | 0.28% | Q4 2017 | Q3 2018 | 4 |
VALLEY FINANCIAL MANAGEMENT, INC. | 4 | 4 | 0.91% | 1.15% | 1.49% | Q3 2022 | Q2 2023 | 4 |
FRANKLIN RESOURCES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 4 | 4 | 0.33% | 0.37% | 0.46% | Q4 2017 | Q3 2018 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
EVOKE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
NATIONAL PLANNING CORP | 4 | 4 | 0.06% | 0.10% | 0.16% | Q4 2016 | Q3 2017 | 4 |
Sierra Capital LLC | 4 | 4 | 0.15% | 0.24% | 0.44% | Q1 2021 | Q4 2021 | 4 |
Stone House Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 4 |
QUADRANT CAPITAL GROUP LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
Susquehanna International Group Ltd. | 3 | 3 | 0.26% | 0.64% | 0.91% | Q4 2018 | Q2 2019 | 3 |
CHICAGO TRUST Co NA | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
UBS ASSET MANAGEMENT AMERICAS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Mariner, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
M&T BANK CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
SYNOVUS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.24% | 0.31% | 0.39% | Q4 2019 | Q2 2020 | 3 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Family Capital Management, Inc. | 3 | 3 | 0.10% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Newbridge Financial Services Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EdgeRock Capital LLC | 3 | 3 | 0.94% | 1.21% | 1.35% | Q4 2022 | Q2 2023 | 3 |
Stevard, LLC | 3 | 3 | 0.21% | 0.23% | 0.28% | Q4 2019 | Q2 2020 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2019 | 3 |
BROWN BROTHERS HARRIMAN & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Nelson Capital Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q4 2019 | 3 |
MISSION WEALTH MANAGEMENT, LP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
McKinley Carter Wealth Services, Inc. | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Essex Savings Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Meristem Family Wealth, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q4 2021 | 3 |
1832 Asset Management L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
PICTET ASSET MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
BIRINYI ASSOCIATES INC | 3 | 3 | 0.08% | 0.16% | 0.24% | Q1 2018 | Q3 2018 | 3 |
USAdvisors Wealth Management, LLC | 2 | 1 | 0.23% | 0.24% | 0.24% | Q4 2017 | Q3 2023 | 3 |
Crosspoint Capital Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 3 |
Advisor Resource Council | 1 | 1 | 0.07% | 0.09% | 0.12% | Q2 2021 | Q2 2022 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Washington Trust Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
SUNTRUST BANKS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Resolute Wealth Strategies, LLC | 3 | 3 | 0.38% | 0.44% | 0.47% | Q1 2023 | Q3 2023 | 3 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 3 | 3 | 0.00% | 0.03% | 0.09% | Q2 2015 | Q4 2015 | 3 |
James J. Burns & Company, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 1 | 0.08% | 0.26% | 0.63% | Q4 2021 | Q2 2023 | 3 |
Stonebridge Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.63% | 0.68% | 0.74% | Q3 2017 | Q4 2017 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2018 | Q2 2018 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q2 2018 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.05% | 0.69% | 1.34% | Q4 2020 | Q1 2021 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Investors Research Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q2 2019 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Stegent Equity Advisors, Inc. | 2 | 2 | 0.50% | 1.15% | 1.79% | Q4 2021 | Q1 2022 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.00% | 0.04% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
360 Financial, Inc. | 2 | 2 | 3.33% | 3.35% | 3.38% | Q1 2021 | Q2 2021 | 2 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2022 | 2 |
Bray Capital Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Investors Capital Advisory Services | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q2 2015 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q1 2019 | 2 |
VALUE PARTNERS LTD /ADV | 2 | 2 | 1.36% | 2.37% | 3.38% | Q2 2014 | Q3 2014 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
PICTET ASSET MANAGEMENT SA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
SITTNER & NELSON, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
FIRST FOUNDATION ADVISORS | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
TMD & ASSOCIATES, INC | 2 | 2 | 0.18% | 1.48% | 2.78% | Q4 2018 | Q1 2019 | 2 |
Mission Creek Capital Partners, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Anchor Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
OLD SECOND NATIONAL BANK OF AURORA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Sunesis Advisors, LLC | 1 | 1 | 0.22% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 2 |
WP Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2018 | 2 |
Savior LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Ruedi Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Spectrum Asset Management, Inc. (NB/CA) | 2 | 2 | 0.94% | 0.98% | 1.01% | Q4 2014 | Q1 2015 | 2 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 2 |
Cascadia Advisory Services, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2014 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Alphadyne Asset Management LP | 2 | 2 | 1.74% | 4.09% | 6.44% | Q3 2019 | Q4 2019 | 2 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.39% | 0.78% | Q3 2014 | Q1 2021 | 2 |
Cedar Mountain Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2022 | 2 |
Waratah Capital Advisors Ltd. | 2 | 2 | 0.05% | 0.16% | 0.28% | Q3 2017 | Q4 2017 | 2 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2017 | Q1 2017 | 1 |
Avitas Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2022 | Q1 2022 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Kellett Wealth Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SCP Investment, LP | 1 | 1 | 3.42% | 3.42% | 3.42% | Q4 2017 | Q4 2017 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
River Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
PVG Asset Management | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2016 | Q4 2016 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2021 | Q4 2021 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GFG Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Virtu Financial LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2017 | Q4 2017 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2023 | Q1 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Samson Rock Capital LLP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Price Capital Management, Inc. | 1 | 1 | 5.99% | 5.99% | 5.99% | Q3 2017 | Q3 2017 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Personal Wealth Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Brown Shipley& Co Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Balter Liquid Alternatives, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2017 | Q1 2017 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2021 | Q1 2021 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2017 | Q3 2017 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Key FInancial Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Oribel Capital Management, LP | 1 | 1 | 2.33% | 2.33% | 2.33% | Q4 2017 | Q4 2017 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Dynasty Wealth Management, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2017 | Q4 2017 | 1 |
Matisse Capital | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Trutina Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q4 2017 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2014 | Q2 2014 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own EXCHANGE TRADED CONCEPTS TR or have owned EXCHANGE TRADED CONCEPTS TR in the past.