Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 35 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 35 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 20 |
UBS Group AG | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 20 |
CWM, LLC | 10 | 8 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 18 |
Cutler Group LLC / CA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 14 | 14 | 0.00% | 0.26% | 0.50% | Q2 2020 | Q3 2023 | 15 |
GOLDMAN SACHS GROUP INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 14 | 0.08% | 0.13% | 0.21% | Q2 2020 | Q3 2023 | 14 |
FMR LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Integrated Advisors Network LLC | 14 | 14 | 0.09% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Krilogy Financial LLC | 14 | 14 | 0.06% | 0.09% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Beach Point Capital Management LP | 14 | 14 | 1.58% | 12.23% | 30.01% | Q2 2020 | Q3 2023 | 14 |
Harvest Investment Services, LLC | 14 | 14 | 0.10% | 0.60% | 1.25% | Q2 2020 | Q3 2023 | 14 |
MCKINLEY CAPITAL MANAGEMENT LLC | 14 | 14 | 0.35% | 0.77% | 1.05% | Q2 2020 | Q3 2023 | 14 |
MASSMUTUAL TRUST CO FSB/ADV | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BlackRock Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.08% | 0.26% | 0.57% | Q2 2020 | Q3 2023 | 14 |
LINCOLN NATIONAL CORP | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Heritage Wealth Advisors | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Legal & General Group Plc | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
LPL Financial LLC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Raymond James Financial Services Advisors, Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
LSV ASSET MANAGEMENT | 14 | 14 | 0.05% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Belpointe Asset Management LLC | 14 | 14 | 0.04% | 0.12% | 0.31% | Q2 2020 | Q3 2023 | 14 |
CITIGROUP INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Equitable Holdings, Inc. | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Invesco Ltd. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
WELLS FARGO & COMPANY/MN | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Allworth Financial LP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ROYAL BANK OF CANADA | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CALTON & ASSOCIATES, INC. | 14 | 14 | 0.04% | 0.17% | 0.64% | Q2 2020 | Q3 2023 | 14 |
StrategIQ Financial Group, LLC | 14 | 14 | 0.08% | 0.34% | 0.80% | Q2 2020 | Q3 2023 | 14 |
Paradigm Financial Partners, LLC | 14 | 14 | 0.24% | 0.63% | 0.94% | Q2 2020 | Q3 2023 | 14 |
AlphaStar Capital Management, LLC | 14 | 14 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.02% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
US BANCORP \DE\ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
EPIQ PARTNERS, LLC | 14 | 14 | 2.04% | 2.39% | 3.08% | Q2 2020 | Q3 2023 | 14 |
AE Wealth Management LLC | 14 | 14 | 0.02% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
EAGLE GLOBAL ADVISORS LLC | 14 | 14 | 0.03% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Ausdal Financial Partners, Inc. | 14 | 14 | 0.13% | 0.22% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Callodine Capital Management, LP | 14 | 14 | 1.59% | 2.25% | 3.57% | Q2 2020 | Q3 2023 | 14 |
IHT Wealth Management, LLC | 14 | 14 | 0.03% | 0.21% | 1.04% | Q2 2020 | Q3 2023 | 14 |
Neuberger Berman Group LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisor Networks LLC | 14 | 14 | 0.06% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
B. Riley Wealth Advisors, Inc. | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.06% | 0.17% | 0.24% | Q2 2020 | Q3 2023 | 14 |
OAK HILL ADVISORS LP | 14 | 14 | 8.23% | 16.22% | 25.58% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.10% | 0.19% | 0.30% | Q2 2020 | Q3 2023 | 14 |
ADVISORY RESEARCH INC | 14 | 14 | 0.06% | 0.12% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Cooper Financial Group | 14 | 14 | 0.07% | 0.12% | 0.18% | Q2 2020 | Q3 2023 | 14 |
BANK OF AMERICA CORP /DE/ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Muzinich & Co., Inc. | 14 | 14 | 2.81% | 5.72% | 7.45% | Q2 2020 | Q3 2023 | 14 |
Merit Financial Group, LLC | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
IFG Advisory, LLC | 14 | 14 | 0.06% | 0.13% | 0.21% | Q2 2020 | Q3 2023 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Private Advisor Group, LLC | 14 | 14 | 0.00% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Sunbelt Securities, Inc. | 14 | 14 | 0.04% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
MACQUARIE GROUP LTD | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Kohlberg Kravis Roberts & Co. L.P. | 14 | 14 | 0.03% | 4.82% | 11.78% | Q2 2020 | Q3 2023 | 14 |
Stratos Wealth Partners, LTD. | 14 | 14 | 0.03% | 0.11% | 0.35% | Q2 2020 | Q3 2023 | 14 |
Arete Wealth Advisors, LLC | 14 | 14 | 0.36% | 1.14% | 3.51% | Q2 2020 | Q3 2023 | 14 |
MORGAN STANLEY | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MML INVESTORS SERVICES, LLC | 14 | 14 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Financial Advocates Investment Management | 14 | 14 | 0.01% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 14 |
DFPG INVESTMENTS, LLC | 14 | 14 | 0.07% | 0.24% | 0.35% | Q2 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Global Wealth Management Investment Advisory, Inc. | 14 | 14 | 0.05% | 0.11% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Prospera Financial Services Inc | 14 | 14 | 0.02% | 0.18% | 0.28% | Q2 2020 | Q3 2023 | 14 |
GUGGENHEIM CAPITAL LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
VAN ECK ASSOCIATES CORP | 14 | 14 | 0.03% | 0.13% | 0.20% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 14 | 14 | 0.14% | 0.23% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisors LLC | 14 | 14 | 0.06% | 0.12% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Geneos Wealth Management Inc. | 14 | 14 | 0.14% | 0.34% | 0.60% | Q2 2020 | Q3 2023 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
NewEdge Advisors, LLC | 14 | 14 | 0.02% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES & ASSOCIATES | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Sumitomo Mitsui Trust Holdings, Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NISA INVESTMENT ADVISORS, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Mariner, LLC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
HighTower Advisors, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Virtus ETF Advisers LLC | 14 | 14 | 0.19% | 0.34% | 0.51% | Q2 2020 | Q3 2023 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Perennial Investment Advisors, LLC | 14 | 14 | 0.21% | 0.32% | 0.54% | Q2 2020 | Q3 2023 | 14 |
Creative Planning | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Independent Advisor Alliance | 14 | 14 | 0.00% | 0.19% | 0.28% | Q2 2020 | Q3 2023 | 14 |
Sound Income Strategies, LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Kathmere Capital Management, LLC | 14 | 14 | 0.04% | 0.16% | 0.26% | Q2 2020 | Q3 2023 | 14 |
OneDigital Investment Advisors LLC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
AdvisorNet Financial, Inc | 13 | 13 | 0.01% | 0.07% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Patriot Financial Group Insurance Agency, LLC | 13 | 13 | 0.06% | 0.11% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Cornerstone Wealth Management, LLC | 10 | 3 | 0.03% | 0.08% | 0.13% | Q2 2020 | Q3 2023 | 13 |
Western Wealth Management, LLC | 8 | 5 | 0.07% | 0.10% | 0.18% | Q2 2020 | Q3 2023 | 13 |
Pinkerton Retirement Specialists, LLC | 13 | 13 | 0.12% | 0.19% | 0.53% | Q3 2020 | Q3 2023 | 13 |
IAG Wealth Partners, LLC | 10 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Claybrook Capital, LLC | 9 | 4 | 0.31% | 0.88% | 1.35% | Q2 2020 | Q3 2023 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.05% | 0.23% | 0.47% | Q3 2020 | Q3 2023 | 13 |
Strategic Blueprint, LLC | 13 | 13 | 0.26% | 0.37% | 0.51% | Q3 2020 | Q3 2023 | 13 |
Wealthcare Advisory Partners LLC | 13 | 13 | 0.02% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 13 |
WealthPLAN Partners, LLC | 8 | 5 | 0.37% | 0.50% | 0.70% | Q2 2020 | Q4 2023 | 13 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8 | 5 | 0.22% | 0.42% | 0.67% | Q2 2020 | Q3 2023 | 13 |
Sowell Financial Services LLC | 13 | 13 | 0.02% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.09% | 0.21% | 0.32% | Q3 2020 | Q3 2023 | 13 |
Sigma Planning Corp | 13 | 13 | 0.02% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.04% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 13 |
NORTHERN TRUST CORP | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Kistler-Tiffany Companies, LLC | 13 | 13 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q2 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.10% | 0.15% | 0.26% | Q3 2020 | Q3 2023 | 13 |
TCW GROUP INC | 11 | 2 | 0.00% | 0.10% | 0.21% | Q2 2020 | Q3 2023 | 13 |
Ellis Investment Partners, LLC | 13 | 13 | 0.41% | 0.99% | 1.26% | Q3 2020 | Q3 2023 | 13 |
CONDOR CAPITAL MANAGEMENT | 13 | 13 | 0.02% | 0.20% | 0.28% | Q3 2020 | Q3 2023 | 13 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
BOKF, NA | 9 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Bank of New York Mellon Corp | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Keystone Financial Group | 11 | 2 | 0.12% | 0.20% | 0.33% | Q2 2020 | Q3 2023 | 13 |
Global Retirement Partners, LLC | 7 | 6 | 0.01% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 13 |
Kalos Management, Inc. | 13 | 13 | 0.52% | 2.47% | 5.43% | Q2 2020 | Q2 2023 | 13 |
Csenge Advisory Group | 13 | 13 | 0.04% | 0.07% | 0.12% | Q3 2020 | Q3 2023 | 13 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 13 | 0.14% | 0.27% | 0.90% | Q3 2020 | Q3 2023 | 13 |
Avior Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Kovack Advisors, Inc. | 13 | 13 | 0.03% | 0.10% | 0.23% | Q3 2020 | Q3 2023 | 13 |
Sawyer & Company, Inc | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Souders Financial Advisors | 10 | 3 | 0.06% | 0.17% | 0.36% | Q2 2020 | Q3 2023 | 13 |
Element Wealth, LLC | 13 | 13 | 0.16% | 0.25% | 0.34% | Q3 2020 | Q3 2023 | 13 |
GPS Wealth Strategies Group, LLC | 13 | 13 | 0.18% | 0.26% | 0.42% | Q3 2020 | Q3 2023 | 13 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
MILLENNIUM MANAGEMENT LLC | 7 | 5 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Schonfeld Strategic Advisors LLC | 8 | 4 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 12 |
Tower Research Capital LLC (TRC) | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.14% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Advisors Asset Management, Inc. | 6 | 6 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 12 |
Prime Capital Investment Advisors, LLC | 10 | 2 | 0.03% | 0.17% | 0.65% | Q3 2020 | Q3 2023 | 12 |
V Wealth Advisors LLC | 11 | 1 | 0.05% | 0.27% | 0.38% | Q2 2020 | Q2 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.13% | 0.58% | 1.84% | Q2 2020 | Q1 2023 | 12 |
TOWNSQUARE CAPITAL LLC | 10 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
Advisory Services Network, LLC | 10 | 2 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.06% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.09% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Private Ocean, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ALPS ADVISORS INC | 10 | 2 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 12 |
Arkadios Wealth Advisors | 12 | 12 | 0.13% | 0.33% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Onyx Bridge Wealth Group LLC | 12 | 12 | 0.30% | 0.41% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Cedar Brook Financial Partners, LLC | 10 | 2 | 0.05% | 0.07% | 0.13% | Q2 2020 | Q2 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.07% | 0.18% | 0.29% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.03% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Cerity Partners LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 0.85% | 1.13% | 1.53% | Q4 2020 | Q3 2023 | 12 |
ALLIANCEBERNSTEIN L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
SALEM INVESTMENT COUNSELORS INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Destiny Wealth Partners, LLC | 9 | 2 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
LEVEL FOUR ADVISORY SERVICES, LLC | 10 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 11 |
Foresight Wealth Management, LLC | 11 | 11 | 0.12% | 2.04% | 4.02% | Q2 2020 | Q4 2022 | 11 |
GP Brinson Investments LLC | 11 | 11 | 3.97% | 5.98% | 7.99% | Q2 2021 | Q4 2023 | 11 |
Integrated Wealth Concepts LLC | 11 | 11 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
MCF Advisors LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
VICTORY CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
MACKENZIE FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 11 |
Orion Portfolio Solutions, LLC | 10 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
CENTAURUS FINANCIAL, INC. | 11 | 11 | 0.03% | 0.28% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Trust Co | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
TWO SIGMA INVESTMENTS, LP | 6 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 11 |
Inspire Advisors, LLC | 8 | 3 | 0.06% | 0.68% | 1.72% | Q4 2020 | Q3 2023 | 11 |
JPMORGAN CHASE & CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
F3Logic, LLC | 11 | 11 | 0.03% | 0.49% | 0.80% | Q2 2020 | Q4 2022 | 11 |
Mirae Asset Global Investments Co., Ltd. | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Symphony Financial, Ltd. Co. | 11 | 11 | 0.13% | 0.17% | 0.24% | Q1 2021 | Q3 2023 | 11 |
DnB Asset Management AS | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2023 | 11 |
Retirement Group, LLC | 5 | 2 | 0.01% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 11 |
Principal Street Partners, LLC | 10 | 1 | 0.10% | 0.11% | 0.16% | Q3 2020 | Q3 2023 | 11 |
JB CAPITAL PARTNERS LP | 11 | 11 | 0.15% | 0.18% | 0.20% | Q1 2021 | Q3 2023 | 11 |
RMB Capital Management, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Concentrum Wealth Management | 10 | 10 | 0.21% | 0.26% | 0.30% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.36% | 0.41% | 0.46% | Q1 2021 | Q3 2023 | 10 |
NVWM, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Apella Capital, LLC | 7 | 3 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q4 2023 | 10 |
Bison Wealth, LLC | 10 | 10 | 0.08% | 0.15% | 0.22% | Q2 2021 | Q3 2023 | 10 |
SeaCrest Wealth Management, LLC | 10 | 10 | 0.03% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Beacon Financial Advisory LLC | 10 | 10 | 0.58% | 0.68% | 0.73% | Q2 2021 | Q3 2023 | 10 |
American Portfolios Advisors | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2022 | 10 |
FinTrust Capital Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NICOLET ADVISORY SERVICES, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Parallel Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
SOA Wealth Advisors, LLC. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Rehmann Capital Advisory Group | 10 | 10 | 0.06% | 0.08% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Marquette Asset Management, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.17% | 0.23% | 0.30% | Q2 2021 | Q3 2023 | 10 |
Wealthstar Advisors, LLC | 10 | 10 | 0.57% | 0.65% | 0.72% | Q2 2021 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q2 2023 | 10 |
Aspire Private Capital, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MCIA Inc | 10 | 10 | 0.13% | 0.17% | 0.25% | Q2 2021 | Q3 2023 | 10 |
SIGNATUREFD, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ATTICUS WEALTH MANAGEMENT, LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Aurora Private Wealth, Inc. | 8 | 1 | 0.08% | 0.20% | 0.35% | Q2 2020 | Q3 2023 | 10 |
Keeley-Teton Advisors, LLC | 10 | 10 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Brookstone Capital Management | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
FIRST NATIONAL TRUST CO | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Diligent Investors, LLC | 10 | 10 | 0.09% | 0.38% | 0.51% | Q2 2021 | Q3 2023 | 10 |
BCS Wealth Management | 7 | 1 | 0.09% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 10 |
Bulldog Investors, LLP | 10 | 10 | 0.39% | 1.14% | 1.70% | Q2 2021 | Q3 2023 | 10 |
River Road Asset Management, LLC | 10 | 10 | 0.20% | 0.40% | 0.52% | Q2 2021 | Q3 2023 | 10 |
CFO4Life Group, LLC | 10 | 10 | 0.10% | 0.13% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Greenwich Investment Management, Inc. | 8 | 2 | 1.58% | 2.13% | 2.39% | Q2 2020 | Q3 2023 | 10 |
NewSquare Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
SFMG, LLC | 10 | 10 | 0.43% | 0.52% | 0.67% | Q2 2021 | Q3 2023 | 10 |
INVESTMENT HOUSE LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Highlander Capital Management, LLC | 10 | 10 | 0.04% | 0.38% | 0.49% | Q2 2021 | Q3 2023 | 10 |
ASSETMARK, INC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
QUADRANT CAPITAL GROUP LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Mutual Advisors, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
1832 Asset Management L.P. | 10 | 10 | 0.00% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Sanctuary Wealth Management, L.L.C. | 7 | 1 | 0.35% | 0.44% | 0.60% | Q1 2010 | Q3 2023 | 10 |
IMA Wealth, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MONECO Advisors, LLC | 10 | 10 | 0.09% | 0.13% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Aries Wealth Management | 6 | 4 | 0.15% | 0.18% | 0.23% | Q1 2021 | Q3 2023 | 10 |
Castle Rock Wealth Management, LLC | 10 | 10 | 0.29% | 0.81% | 1.62% | Q2 2021 | Q3 2023 | 10 |
IFP Advisors, Inc | 7 | 3 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 10 |
Savant Capital, LLC | 10 | 10 | 0.01% | 0.03% | 0.09% | Q2 2021 | Q3 2023 | 10 |
CAHABA WEALTH MANAGEMENT, INC. | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 10 | 10 | 0.04% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Hexagon Capital Partners LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Johnson Midwest Financial, LLC | 10 | 10 | 0.78% | 2.44% | 5.14% | Q2 2021 | Q3 2023 | 10 |
McIlrath & Eck, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Family Advisors, LLC | 10 | 10 | 0.12% | 0.17% | 0.26% | Q2 2021 | Q3 2023 | 10 |
ARES MANAGEMENT LLC | 10 | 10 | 0.24% | 0.67% | 1.48% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Wealth Planning Services, Inc. | 10 | 10 | 0.44% | 0.92% | 1.30% | Q2 2021 | Q3 2023 | 10 |
Gradient Investments LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Sovereign Financial Group, Inc. | 10 | 10 | 0.09% | 0.13% | 0.17% | Q1 2021 | Q2 2023 | 10 |
Biechele Royce Advisors | 10 | 10 | 0.08% | 0.21% | 0.43% | Q2 2021 | Q3 2023 | 10 |
Acorn Wealth Advisors, LLC | 9 | 9 | 0.18% | 0.43% | 0.52% | Q3 2021 | Q3 2023 | 9 |
Capital Asset Advisory Services LLC | 5 | 4 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 9 |
Asset Dedication, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Advisors Capital Management, LLC | 6 | 3 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 9 |
Cubist Systematic Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 9 |
Fountainhead AM, LLC | 9 | 9 | 1.69% | 2.74% | 4.02% | Q3 2021 | Q3 2023 | 9 |
D. E. Shaw & Co., Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 9 |
TWO SIGMA ADVISERS, LP | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.36% | 0.65% | 0.87% | Q2 2021 | Q3 2023 | 9 |
Beacon Capital Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Quantbot Technologies LP | 7 | 2 | 0.00% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 9 |
BARD ASSOCIATES INC | 9 | 9 | 1.15% | 1.36% | 1.51% | Q3 2021 | Q3 2023 | 9 |
STIFEL FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.26% | 0.30% | 0.40% | Q3 2021 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
PFG Advisors | 5 | 4 | 0.02% | 0.16% | 0.27% | Q2 2021 | Q3 2023 | 9 |
N.E.W. Advisory Services LLC | 6 | 3 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 9 |
abrdn plc | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 9 |
WEDBUSH SECURITIES INC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
TORONTO DOMINION BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 0.16% | 0.21% | 0.25% | Q4 2020 | Q4 2022 | 9 |
Dean, Jacobson Financial Services, LLC | 8 | 8 | 0.24% | 7.76% | 23.43% | Q4 2021 | Q3 2023 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 0.46% | 0.59% | 1.10% | Q4 2021 | Q3 2023 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 1.13% | 1.74% | 2.93% | Q4 2021 | Q3 2023 | 8 |
Carmel Capital Partners, LLC | 8 | 8 | 0.12% | 0.21% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Anfield Capital Management, LLC | 8 | 8 | 0.09% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Disciplined Investments, LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q4 2022 | 8 |
Center for Financial Planning, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MBM Wealth Consultants, LLC | 8 | 8 | 0.05% | 0.31% | 0.86% | Q2 2021 | Q1 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PAX Financial Group, LLC | 5 | 3 | 0.14% | 0.14% | 0.15% | Q2 2021 | Q2 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.04% | 0.27% | 0.44% | Q4 2021 | Q3 2023 | 8 |
COMERICA BANK | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 1.81% | 4.31% | 7.17% | Q4 2021 | Q3 2023 | 8 |
Soltis Investment Advisors LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q1 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 1.48% | 1.71% | 1.83% | Q4 2021 | Q3 2023 | 8 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 8 | 8 | 0.46% | 0.64% | 0.85% | Q4 2021 | Q3 2023 | 8 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Community Bank, N.A. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Jump Financial, LLC | 4 | 2 | 0.01% | 0.08% | 0.27% | Q2 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Clay Northam Wealth Management, LLC | 8 | 8 | 0.24% | 0.30% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Barber Financial Group, Inc. | 8 | 8 | 0.99% | 1.29% | 1.81% | Q2 2021 | Q1 2023 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 1.14% | 1.38% | 1.79% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.19% | 0.33% | 0.50% | Q4 2021 | Q3 2023 | 8 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Smallwood Wealth Investment Management, LLC | 8 | 8 | 0.38% | 0.45% | 0.58% | Q4 2021 | Q3 2023 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 4 | 0.12% | 0.17% | 0.20% | Q3 2020 | Q3 2022 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Mason & Associates Inc | 8 | 8 | 0.20% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Regal Investment Advisors LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 7 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.05% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Kingfisher Capital LLC | 7 | 7 | 0.34% | 1.24% | 2.14% | Q2 2021 | Q4 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.11% | 0.28% | Q1 2021 | Q4 2022 | 7 |
Plante Moran Financial Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Flaharty Asset Management, LLC | 6 | 1 | 0.01% | 0.10% | 0.19% | Q4 2020 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
GRIES FINANCIAL LLC | 5 | 2 | 0.08% | 0.21% | 0.54% | Q4 2021 | Q3 2023 | 7 |
Strong Tower Advisory Services | 7 | 7 | 7.99% | 9.44% | 10.64% | Q1 2022 | Q3 2023 | 7 |
Bramshill Investments, LLC | 7 | 7 | 0.08% | 0.16% | 0.36% | Q1 2022 | Q3 2023 | 7 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HighPoint Advisor Group LLC | 6 | 1 | 0.21% | 0.41% | 0.64% | Q2 2020 | Q2 2022 | 7 |
PIN OAK INVESTMENT ADVISORS INC | 5 | 2 | 0.00% | 0.14% | 0.31% | Q2 2020 | Q3 2023 | 7 |
LexAurum Advisors, LLC | 7 | 7 | 0.27% | 0.32% | 0.39% | Q1 2022 | Q3 2023 | 7 |
O'Dell Group, LLC | 6 | 1 | 0.03% | 0.07% | 0.09% | Q2 2021 | Q2 2023 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.06% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Sargent Bickham Lagudis LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 7 |
BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 7 | 7 | 0.53% | 10.99% | 21.55% | Q4 2021 | Q2 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.10% | 0.14% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Apollon Wealth Management, LLC | 7 | 7 | 0.08% | 0.11% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Sutton Wealth Advisors Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.18% | 0.35% | 0.59% | Q1 2022 | Q3 2023 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
BKA Wealth Consulting, Inc. | 7 | 7 | 1.12% | 1.20% | 1.27% | Q1 2022 | Q3 2023 | 7 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q4 2022 | 7 |
CreativeOne Wealth, LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.06% | 0.17% | 0.40% | Q4 2021 | Q3 2023 | 7 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 7 |
Capital Advisors, Ltd. LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Alamar Capital Management, LLC | 7 | 7 | 0.17% | 0.26% | 0.33% | Q4 2021 | Q2 2023 | 7 |
ROMAN BUTLER FULLERTON & CO | 7 | 7 | 0.11% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
RHUMBLINE ADVISERS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.09% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
OLD NATIONAL BANCORP /IN/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
EMC Capital Management | 7 | 7 | 0.03% | 0.13% | 0.17% | Q1 2022 | Q3 2023 | 7 |
STRATEGIC WEALTH MANAGEMENT INC | 7 | 7 | 0.76% | 2.22% | 3.56% | Q2 2020 | Q4 2021 | 7 |
Larson Financial Group LLC | 6 | 1 | 0.00% | 0.14% | 0.22% | Q3 2021 | Q3 2023 | 7 |
VICUS CAPITAL | 6 | 6 | 0.04% | 0.04% | 0.06% | Q2 2021 | Q3 2022 | 6 |
Jaffetilchin Investment Partners, LLC | 6 | 6 | 0.03% | 0.07% | 0.13% | Q2 2022 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Semmax Financial Advisors Inc. | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 | 6 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q3 2022 | 6 |
ETFIDEA, LLC | 6 | 6 | 0.14% | 0.15% | 0.16% | Q2 2022 | Q3 2023 | 6 |
McAdam, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 6 |
Personal Capital Advisors Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.06% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Foundations Investment Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
Atria Investments, Inc | 3 | 3 | 0.03% | 0.03% | 0.05% | Q2 2021 | Q4 2022 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2021 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 4.39% | 4.87% | 5.52% | Q4 2021 | Q3 2023 | 6 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 6 |
Janney Montgomery Scott LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WCG Wealth Advisors LLC | 6 | 6 | 0.06% | 0.09% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Clarity Financial LLC | 6 | 6 | 0.04% | 0.05% | 0.10% | Q4 2020 | Q1 2022 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CIBC Asset Management Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
ACG Wealth | 6 | 6 | 0.30% | 0.37% | 0.46% | Q2 2021 | Q3 2022 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 0.70% | 1.01% | 1.26% | Q4 2020 | Q1 2022 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Aquatic Capital Management LLC | 4 | 2 | 0.00% | 0.02% | 0.07% | Q1 2022 | Q3 2023 | 6 |
Ameritas Investment Partners, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 6 | 0.16% | 0.43% | 0.54% | Q2 2022 | Q3 2023 | 6 |
Edge Wealth Management LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 6 |
Ranch Capital Advisors Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
MUFG Americas Holdings Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Petix & Botte Co | 4 | 2 | 0.10% | 0.16% | 0.24% | Q2 2021 | Q3 2023 | 6 |
WEST MICHIGAN ADVISORS, LLC | 6 | 6 | 3.04% | 4.02% | 4.63% | Q4 2021 | Q1 2023 | 6 |
Pearl River Capital, LLC | 5 | 1 | 0.05% | 0.12% | 0.22% | Q4 2021 | Q3 2023 | 6 |
Point72 Asset Management, L.P. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 6 |
Seven Springs Wealth Group, LLC | 6 | 6 | 0.85% | 1.13% | 1.32% | Q2 2021 | Q3 2022 | 6 |
BALDWIN BROTHERS LLC/MA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2023 | 6 |
WELLINGTON MANAGEMENT GROUP LLP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Frontier Wealth Management LLC | 5 | 1 | 0.01% | 0.24% | 0.39% | Q4 2020 | Q2 2022 | 6 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 5 | 1 | 0.01% | 0.16% | 0.22% | Q3 2020 | Q3 2023 | 6 |
CENTRAL TRUST Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
NOMURA ASSET MANAGEMENT CO LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Van Hulzen Asset Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2022 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
BerganKDV Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
Sepio Capital, LP | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Gillson Capital LP | 6 | 6 | 0.17% | 0.24% | 0.32% | Q1 2021 | Q2 2022 | 6 |
ALTERNA WEALTH MANAGEMENT, INC | 4 | 2 | 0.20% | 0.27% | 0.37% | Q2 2020 | Q2 2023 | 6 |
Claraphi Advisory Network, LLC | 6 | 6 | 0.08% | 0.17% | 0.24% | Q1 2021 | Q2 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FAS Wealth Partners, Inc. | 4 | 1 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2022 | 5 |
M Holdings Securities, Inc. | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2023 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 2 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 5 |
Golden State Wealth Management, LLC | 4 | 1 | 0.03% | 0.34% | 0.74% | Q3 2020 | Q1 2022 | 5 |
Sandy Spring Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Pinnacle Bancorp, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PUTNAM INVESTMENTS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WEALTH EFFECTS LLC | 5 | 5 | 0.27% | 0.30% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Cordasco Financial Network | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
KNOTT DAVID M | 4 | 1 | 1.60% | 2.79% | 3.35% | Q2 2020 | Q3 2021 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Alliance Wealth Advisors, LLC | 4 | 1 | 0.17% | 0.22% | 0.29% | Q2 2021 | Q3 2023 | 5 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 1 | 0.03% | 0.08% | 0.16% | Q2 2020 | Q2 2023 | 5 |
Fortress Wealth Group, LLC | 5 | 5 | 0.31% | 0.45% | 0.65% | Q2 2021 | Q2 2022 | 5 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q1 2023 | 5 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 5 |
JANUS HENDERSON GROUP PLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Fisher Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Johnson Financial Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Fortitude Advisory Group L.L.C. | 5 | 5 | 0.17% | 0.26% | 0.32% | Q4 2021 | Q4 2022 | 5 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q4 2022 | 5 |
Ulrich Consultants & Investment Group, LLC | 5 | 5 | 1.85% | 3.40% | 6.22% | Q2 2022 | Q2 2023 | 5 |
Gerber Kawasaki Wealth & Investment Management | 4 | 1 | 0.01% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 5 |
Meridian Wealth Management, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Concorde Asset Management, LLC | 2 | 1 | 0.16% | 0.21% | 0.26% | Q2 2021 | Q4 2022 | 5 |
OneAscent Financial Services LLC | 4 | 1 | 0.06% | 0.25% | 0.54% | Q2 2022 | Q3 2023 | 5 |
All Season Financial Advisors, Inc. | 5 | 5 | 0.31% | 0.37% | 0.50% | Q1 2022 | Q1 2023 | 5 |
Alberta Investment Management Corp | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 5 |
Lake Point Wealth Management | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q2 2022 | 5 |
BROWN ADVISORY INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
EXCHANGE TRADED CONCEPTS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Deer Park Road Corp | 5 | 5 | 0.09% | 0.42% | 0.77% | Q2 2022 | Q2 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PVG ASSET MANAGEMENT CORP | 2 | 1 | 1.14% | 1.40% | 1.75% | Q2 2021 | Q2 2023 | 5 |
Almitas Capital LLC | 2 | 1 | 0.38% | 2.94% | 6.48% | Q3 2020 | Q4 2022 | 5 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Charter Oak Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 5 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q2 2021 | 5 |
Squarepoint Ops LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 5 |
Pensionmark Financial Group, LLC | 5 | 5 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2022 | 5 |
NorthRock Partners, LLC | 5 | 5 | 0.02% | 0.31% | 0.52% | Q3 2020 | Q3 2021 | 5 |
360 Financial, Inc. | 5 | 5 | 0.20% | 0.30% | 0.42% | Q3 2022 | Q3 2023 | 5 |
Dorsey & Whitney Trust CO LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Greenland Capital Management LP | 4 | 4 | 0.08% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
First Horizon Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 4 |
BASSO CAPITAL MANAGEMENT, L.P. | 4 | 4 | 1.20% | 1.33% | 1.46% | Q4 2022 | Q3 2023 | 4 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 4 |
TruWealth Advisors, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 4 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.06% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
TITLEIST CAPITAL, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2022 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.23% | 0.25% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Eudaimonia Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
James Reed Financial Services, Inc. | 4 | 4 | 0.31% | 0.39% | 0.43% | Q4 2021 | Q3 2022 | 4 |
Professional Financial Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.51% | 0.53% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Barnett & Company, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
TCI Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 4 |
Blackstone Inc. | 4 | 4 | 0.00% | 0.27% | 1.06% | Q2 2020 | Q1 2021 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.46% | 0.49% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Quadrant Private Wealth Management, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q1 2021 | Q4 2021 | 4 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.47% | 0.62% | 0.92% | Q2 2022 | Q1 2023 | 4 |
Lindbrook Capital, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
KINGS POINT CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
FIFTH THIRD BANCORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Measured Wealth Private Client Group, LLC | 4 | 4 | 0.11% | 0.18% | 0.26% | Q4 2022 | Q3 2023 | 4 |
MADISON WEALTH MANAGEMENT | 4 | 4 | 0.12% | 0.24% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 4 |
Ascendant Capital Management, LLC | 4 | 4 | 0.53% | 0.82% | 1.06% | Q1 2021 | Q4 2021 | 4 |
Twin Tree Management, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 4 | 4 | 0.17% | 0.42% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q2 2023 | 4 |
4J Wealth Management LLC | 4 | 4 | 0.18% | 0.20% | 0.21% | Q2 2021 | Q1 2022 | 4 |
GeoWealth Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Sentinus, LLC | 4 | 4 | 1.93% | 2.43% | 2.88% | Q3 2022 | Q2 2023 | 4 |
Perennial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 4 |
Cornerstone Wealth Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2021 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Good Life Advisors, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q2 2023 | 4 |
Quarry LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Fairhaven Wealth Management, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q2 2021 | Q1 2022 | 4 |
Private Capital Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Dalton Investments LLC | 4 | 4 | 0.26% | 0.88% | 1.37% | Q2 2020 | Q1 2021 | 4 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Lloyd Advisory Services, LLC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Avion Wealth | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Adams Asset Advisors, LLC | 4 | 4 | 0.26% | 0.30% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Canton Hathaway, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Advisor Resource Council | 1 | 1 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q1 2023 | 4 |
Sterling Group Wealth Management, LLC | 4 | 4 | 0.41% | 1.10% | 1.53% | Q4 2022 | Q3 2023 | 4 |
Allegiance Financial Group Advisory Services LLC | 4 | 4 | 0.14% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
MANCHESTER FINANCIAL INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
DigitalBridge Group, Inc. | 2 | 2 | 0.10% | 0.16% | 0.22% | Q3 2021 | Q2 2023 | 4 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 4 |
KM Capital Management Ltd. | 4 | 4 | 0.42% | 0.48% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
Founders Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
BREITER CAPITAL MANAGEMENT INC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q2 2021 | Q1 2022 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 2.39% | 2.63% | 2.96% | Q4 2022 | Q3 2023 | 4 |
Gladstone Institutional Advisory LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q2 2022 | 4 |
Hudock, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Knott David M Jr | 2 | 2 | 0.10% | 0.74% | 1.38% | Q4 2021 | Q1 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
55I, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
GSA CAPITAL PARTNERS LLP | 2 | 2 | 0.03% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 4 |
PRW Wealth Management LLC | 4 | 4 | 0.60% | 0.65% | 0.70% | Q3 2021 | Q2 2022 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.10% | 0.13% | 0.22% | Q4 2022 | Q3 2023 | 4 |
RITHOLTZ WEALTH MANAGEMENT | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 3 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q1 2022 | 3 |
HC FINANCIAL ADVISORS INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
FJ Capital Management LLC | 1 | 1 | 0.09% | 0.11% | 0.13% | Q1 2021 | Q1 2022 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 1.38% | 1.47% | 1.54% | Q1 2023 | Q3 2023 | 3 |
DEUTSCHE BANK AG\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
Benefit Street Partners LLC | 3 | 3 | 0.51% | 0.57% | 0.61% | Q2 2021 | Q4 2021 | 3 |
400 Capital Management LLC | 3 | 3 | 0.02% | 0.20% | 0.51% | Q4 2021 | Q2 2022 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q4 2022 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.08% | 0.11% | 0.16% | Q3 2021 | Q1 2022 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Geller Advisors LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Atlas Private Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
BANQUE PICTET & CIE SA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Freedom Investment Management, Inc. | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Millington Financial Advisors, LLC | 3 | 3 | 0.18% | 0.18% | 0.19% | Q4 2022 | Q2 2023 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.36% | 0.38% | 0.40% | Q1 2022 | Q4 2022 | 3 |
GraniteShares Advisors LLC | 3 | 3 | 1.32% | 1.41% | 1.52% | Q1 2023 | Q3 2023 | 3 |
TRUE Private Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Hilton Capital Management, LLC | 3 | 3 | 0.99% | 1.10% | 1.25% | Q3 2021 | Q1 2022 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Gotham Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Annapolis Financial Services, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
ProShare Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
NTB Financial Corp | 3 | 3 | 0.36% | 0.39% | 0.40% | Q4 2021 | Q2 2022 | 3 |
Winthrop Advisory Group LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q2 2022 | Q4 2022 | 3 |
Corient Private Wealth LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Blue Chip Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Golden Green, Inc. | 3 | 3 | 1.30% | 1.33% | 1.36% | Q1 2023 | Q3 2023 | 3 |
M&T BANK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.55% | 0.57% | 0.61% | Q1 2023 | Q3 2023 | 3 |
Aptus Capital Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Lebenthal Global Advisors, LLC | 3 | 3 | 0.14% | 0.18% | 0.22% | Q2 2021 | Q4 2021 | 3 |
PFG Investments, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
OneAscent Wealth Management LLC | 1 | 1 | 0.12% | 0.23% | 0.42% | Q1 2022 | Q3 2023 | 3 |
Ameritas Advisory Services, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 3 |
FIRST COMMUNITY TRUST NA | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q2 2022 | 3 |
Blueshift Asset Management, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2022 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.03% | 0.06% | Q3 2022 | Q2 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
MQS Management LLC | 2 | 1 | 0.27% | 0.34% | 0.40% | Q3 2022 | Q2 2023 | 3 |
Capital Advisory Group Advisory Services, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 3 |
Paloma Partners Management Co | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.22% | 0.25% | 0.28% | Q1 2023 | Q3 2023 | 3 |
HWG Holdings LP | 2 | 1 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 3 |
Vident Investment Advisory, LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q4 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Pictet North America Advisors SA | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q4 2022 | 3 |
Bay Harbor Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
OPPENHEIMER & CO INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Quantamental Technologies LLC | 2 | 1 | 0.07% | 0.09% | 0.10% | Q3 2022 | Q2 2023 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Voya Financial Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Global Trust Asset Management, LLC | 3 | 3 | 0.06% | 0.12% | 0.17% | Q1 2021 | Q3 2021 | 3 |
Financial Advisors Network, Inc. | 2 | 2 | 0.06% | 0.08% | 0.11% | Q3 2021 | Q4 2021 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
LGL PARTNERS, LLC | 2 | 2 | 0.73% | 0.75% | 0.77% | Q2 2023 | Q3 2023 | 2 |
TUDOR INVESTMENT CORP ET AL | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HST Ventures, LLC | 2 | 2 | 2.05% | 3.44% | 4.84% | Q4 2021 | Q1 2022 | 2 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SHUFRO ROSE & CO LLC | 2 | 2 | 1.94% | 2.05% | 2.15% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
SHELTON CAPITAL MANAGEMENT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Quantedge Capital Pte Ltd | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q3 2021 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 2 |
PEAK6 Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 2 |
Gallagher Fiduciary Advisors, LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q1 2023 | Q2 2023 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q1 2022 | 2 |
Fulcrum Equity Management | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2021 | Q3 2021 | 2 |
Atom Investors LP | 1 | 1 | 0.13% | 0.25% | 0.37% | Q3 2021 | Q1 2022 | 2 |
CX Institutional | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
MGO ONE SEVEN LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
First Allied Advisory Services, Inc. | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2020 | Q3 2020 | 2 |
Cascadia Advisory Services, LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q3 2021 | 2 |
FULTON BANK, N.A. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2023 | Q4 2023 | 2 |
Wealth Management Solutions, LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q4 2021 | Q1 2022 | 2 |
NATIXIS ADVISORS, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CVA Family Office, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Alpha Cubed Investments, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.45% | 0.46% | 0.47% | Q4 2022 | Q3 2023 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 2 |
West Family Investments, Inc. | 2 | 2 | 0.06% | 1.18% | 2.31% | Q3 2020 | Q4 2020 | 2 |
RESOURCE AMERICA, INC. | 2 | 2 | 5.95% | 8.15% | 10.35% | Q2 2020 | Q3 2020 | 2 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Activest Wealth Management | 2 | 2 | 0.44% | 0.53% | 0.63% | Q2 2023 | Q3 2023 | 2 |
Bayesian Capital Management, LP | 2 | 2 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q2 2022 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.44% | 0.45% | 0.45% | Q3 2023 | Q4 2023 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Family Management Corp | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2020 | Q1 2021 | 2 |
EJF Capital LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q3 2021 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Arlington Partners LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 2 |
Choice Wealth Advisors, LLC | 2 | 2 | 0.42% | 0.44% | 0.45% | Q2 2021 | Q3 2021 | 2 |
Simplicity Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
TCG Advisory Services, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Radcliffe Capital Management, L.P. | 2 | 2 | 0.07% | 0.11% | 0.14% | Q2 2020 | Q3 2020 | 2 |
Investment Advisory Group, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q1 2022 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.17% | 0.21% | 0.25% | Q1 2022 | Q2 2022 | 2 |
Allianz Asset Management GmbH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.14% | 0.15% | 0.17% | Q3 2020 | Q4 2020 | 2 |
Stratos Investment Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
STOCK YARDS BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Junson Asset Management (Hong Kong) Ltd | 2 | 2 | 0.58% | 0.69% | 0.80% | Q4 2020 | Q1 2021 | 2 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 2 |
Ergoteles LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 2 |
Lucia Wealth Services, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.03% | 0.38% | 0.72% | Q2 2023 | Q3 2023 | 2 |
AXS Investments LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.44% | 0.49% | 0.53% | Q2 2021 | Q3 2021 | 2 |
Plan Group Financial, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CastleKnight Management LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
EMERALD MUTUAL FUND ADVISERS TRUST | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Monument Capital Management | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Personal Wealth Partners | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ameliora Wealth Management Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
WEBER ALAN W | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Treybourne Wealth Planners, Inc. | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2021 | Q2 2021 | 1 |
Community Capital Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2020 | Q2 2020 | 1 |
Epstein & White Financial LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2021 | Q2 2021 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
XTX Topco Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
SWMG, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q3 2021 | Q3 2021 | 1 |
Pinion Investment Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Eschler Asset Management LLP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2023 | Q3 2023 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Assenagon Asset Management S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NWAM LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
MAI Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Kercheville Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Naviter Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Legacy Wealth Partners, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2022 | Q2 2022 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Covestor Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Weaver Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
MBL Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Walleye Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Graypoint LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
PIONEER TRUST BANK N A/OR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Compton Financial Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2022 | Q4 2022 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Collaborative Wealth Managment Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Kula Investments, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Applied Capital LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2021 | Q3 2021 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
External links
This page lists all the filers that currently own FS KKR CAP CORP or have owned FS KKR CAP CORP in the past.