Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
ROYAL BANK OF CANADA | 33 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Citadel Advisors | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.12% | 0.31% | 1.04% | Q4 2014 | Q3 2023 | 36 |
HighTower Advisors, LLC | 33 | 33 | 0.00% | 0.04% | 0.13% | Q3 2015 | Q3 2023 | 33 |
ALBION FINANCIAL GROUP /UT | 22 | 10 | 0.02% | 0.22% | 0.32% | Q3 2015 | Q3 2023 | 32 |
Creative Planning | 23 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.08% | 0.28% | Q4 2015 | Q3 2023 | 31 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 31 |
AMERIPRISE FINANCIAL INC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Cambridge Investment Research Advisors, Inc. | 21 | 10 | 0.01% | 0.07% | 0.15% | Q4 2015 | Q3 2023 | 31 |
Silicon Valley Capital Partners | 31 | 31 | 0.95% | 2.07% | 3.51% | Q1 2016 | Q3 2023 | 31 |
SMITH CHAS P & ASSOCIATES PA CPAS | 31 | 31 | 0.09% | 1.30% | 1.84% | Q1 2016 | Q3 2023 | 31 |
Kovack Advisors, Inc. | 13 | 1 | 0.21% | 0.71% | 2.30% | Q3 2014 | Q3 2023 | 31 |
BlackRock Inc. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 30 |
Private Advisor Group, LLC | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 29 |
Cornerstone Wealth Management, LLC | 25 | 1 | 0.04% | 0.27% | 0.42% | Q1 2016 | Q3 2023 | 29 |
Advisory Services Network, LLC | 27 | 2 | 0.01% | 0.15% | 0.42% | Q4 2014 | Q3 2023 | 29 |
US BANCORP \DE\ | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
LINCOLN NATIONAL CORP | 28 | 28 | 0.02% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 28 |
Fisher Asset Management, LLC | 26 | 1 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.02% | 0.07% | Q1 2017 | Q3 2023 | 27 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 27 | 27 | 0.92% | 1.20% | 1.40% | Q2 2013 | Q4 2019 | 27 |
Stratos Wealth Partners, LTD. | 27 | 27 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.01% | 0.08% | Q1 2014 | Q3 2023 | 27 |
Lido Advisors, LLC | 25 | 2 | 0.01% | 0.02% | 0.09% | Q4 2016 | Q3 2023 | 27 |
Pinnacle Family Advisors, LLC | 22 | 4 | 0.32% | 1.58% | 3.94% | Q4 2016 | Q3 2023 | 26 |
Raymond James Financial Services Advisors, Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 19 | 7 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 26 |
Ameritas Investment Partners, Inc. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
FIFTH THIRD BANCORP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.08% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2021 | 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 22 | 1 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q4 2019 | 23 |
RAYMOND JAMES & ASSOCIATES | 22 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
Colonial Trust Advisors | 19 | 3 | 0.04% | 0.07% | 0.10% | Q1 2018 | Q3 2023 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 22 | 22 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
RPg Family Wealth Advisory, LLC | 15 | 3 | 0.01% | 0.03% | 0.08% | Q2 2016 | Q1 2022 | 22 |
BROWN ADVISORY INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 21 | 21 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CAPTRUST FINANCIAL ADVISORS | 12 | 9 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2022 | 21 |
M&R CAPITAL MANAGEMENT INC | 21 | 21 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2023 | 21 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.02% | 0.13% | 0.65% | Q4 2018 | Q3 2023 | 20 |
Ironwood Financial, llc | 20 | 20 | 0.07% | 0.09% | 0.10% | Q4 2018 | Q3 2023 | 20 |
CRA Financial Services, LLC | 20 | 20 | 0.44% | 0.64% | 0.88% | Q4 2018 | Q3 2023 | 20 |
Ahrens Investment Partners LLC | 20 | 20 | 0.01% | 0.15% | 0.30% | Q3 2017 | Q2 2022 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.05% | 0.10% | 0.16% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.03% | 0.20% | Q1 2014 | Q3 2023 | 20 |
Certified Advisory Corp | 11 | 9 | 0.05% | 0.09% | 0.15% | Q4 2017 | Q1 2023 | 20 |
Sowell Financial Services LLC | 17 | 3 | 0.04% | 0.27% | 0.97% | Q3 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.05% | 0.10% | 0.15% | Q4 2017 | Q3 2022 | 20 |
PNC FINANCIAL SERVICES GROUP, INC. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 20 |
Wealth Alliance Advisory Group, LLC | 8 | 1 | 0.09% | 0.16% | 0.38% | Q4 2017 | Q3 2023 | 20 |
First Heartland Consultants, Inc. | 17 | 1 | 0.06% | 0.30% | 1.13% | Q3 2013 | Q2 2021 | 20 |
Financial Partners Group, Inc | 20 | 20 | 0.17% | 0.40% | 0.80% | Q4 2018 | Q3 2023 | 20 |
GOLDMAN SACHS GROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Beaumont Financial Partners, LLC | 19 | 19 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q3 2022 | 19 |
Archer Investment Corp | 16 | 3 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 19 |
CENTAURUS FINANCIAL, INC. | 10 | 3 | 0.01% | 0.05% | 0.09% | Q1 2018 | Q1 2023 | 19 |
Analyst IMS Investment Management Services Ltd. | 19 | 19 | 0.49% | 2.13% | 4.66% | Q1 2019 | Q3 2023 | 19 |
Sound Income Strategies, LLC | 15 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 18 |
Renaissance Technologies | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 18 |
KINGS POINT CAPITAL MANAGEMENT | 18 | 18 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 18 |
BANK OF MONTREAL /CAN/ | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
Ruggie Capital Group | 14 | 4 | 0.36% | 0.67% | 1.64% | Q4 2014 | Q3 2019 | 18 |
Regal Investment Advisors LLC | 10 | 1 | 0.04% | 1.07% | 1.87% | Q3 2018 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Brinker Capital Investments, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
Avondale Wealth Management | 18 | 18 | 0.59% | 1.49% | 2.92% | Q2 2019 | Q3 2023 | 18 |
Rikoon Group, LLC | 18 | 18 | 0.14% | 0.25% | 0.44% | Q4 2016 | Q1 2021 | 18 |
Avior Wealth Management, LLC | 18 | 18 | 0.00% | 0.13% | 0.68% | Q2 2019 | Q3 2023 | 18 |
RAYMOND JAMES TRUST N.A. | 17 | 17 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 17 |
STIFEL FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 17 |
GREAT VALLEY ADVISOR GROUP, INC. | 16 | 16 | 0.03% | 0.08% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Lineweaver Wealth Advisors, LLC | 16 | 16 | 1.08% | 1.54% | 1.97% | Q4 2019 | Q3 2023 | 16 |
SIGNATUREFD, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 16 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Core Wealth Advisors, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Aufman Associates Inc | 16 | 16 | 0.29% | 0.33% | 0.35% | Q4 2019 | Q3 2023 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.17% | 1.24% | 2.12% | Q4 2019 | Q3 2023 | 16 |
Ayalon Insurance Comp Ltd. | 16 | 16 | 0.00% | 0.65% | 1.27% | Q4 2019 | Q3 2023 | 16 |
BROWN BROTHERS HARRIMAN & CO | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
AlphaMark Advisors, LLC | 16 | 16 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q3 2022 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 15 |
J.W. COLE ADVISORS, INC. | 14 | 1 | 0.04% | 0.14% | 0.38% | Q4 2019 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
CALTON & ASSOCIATES, INC. | 7 | 4 | 0.06% | 0.10% | 0.15% | Q4 2017 | Q1 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.04% | 0.10% | Q1 2020 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.08% | 0.15% | 0.30% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.07% | Q2 2016 | Q4 2019 | 15 |
HOLLENCREST CAPITAL MANAGEMENT | 15 | 15 | 0.58% | 0.82% | 1.88% | Q1 2020 | Q3 2023 | 15 |
Hubbell Strickland Wealth Management, LLC | 14 | 14 | 0.32% | 0.95% | 1.34% | Q2 2020 | Q3 2023 | 14 |
Commonwealth Equity Services, Inc | 14 | 14 | 0.00% | 0.02% | 0.09% | Q2 2014 | Q3 2017 | 14 |
Key FInancial Inc | 13 | 1 | 0.06% | 0.12% | 0.22% | Q1 2020 | Q3 2023 | 14 |
Janney Montgomery Scott LLC | 9 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 14 |
Sunbelt Securities, Inc. | 12 | 2 | 0.02% | 0.27% | 0.50% | Q3 2019 | Q3 2023 | 14 |
Mutual Advisors, LLC | 13 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 14 |
Dana Investment Advisors, Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
TCI Wealth Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q1 2023 | 13 |
Divergent Wealth Advisors | 13 | 13 | 4.92% | 5.37% | 5.89% | Q3 2020 | Q3 2023 | 13 |
Baird Financial Group, Inc. | 12 | 1 | 0.00% | 0.00% | 0.03% | Q4 2018 | Q3 2023 | 13 |
Private Capital Group, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Capital Analysts, LLC | 7 | 3 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q1 2022 | 13 |
HWG Holdings LP | 6 | 1 | 0.00% | 0.14% | 0.31% | Q4 2017 | Q4 2023 | 13 |
FormulaFolio Investments, LLC | 13 | 13 | 0.02% | 0.18% | 0.84% | Q4 2017 | Q4 2020 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q2 2019 | 13 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.25% | 0.33% | 0.41% | Q2 2019 | Q2 2023 | 13 |
BARCLAYS PLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Ridgewood Investments LLC | 13 | 13 | 0.27% | 0.44% | 0.54% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.08% | 0.14% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Portfolio Strategies, Inc. | 7 | 1 | 0.10% | 0.65% | 1.66% | Q4 2017 | Q3 2023 | 13 |
OPTIMUM INVESTMENT ADVISORS | 13 | 13 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q4 2023 | 13 |
JPMORGAN CHASE & CO | 9 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 13 |
Texas Yale Capital Corp. | 13 | 13 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
ASSETMARK, INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 12 |
Engrave Wealth Partners LLC | 12 | 12 | 0.18% | 0.24% | 0.50% | Q4 2020 | Q3 2023 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Greenhouse Wealth Management, LLC | 12 | 12 | 0.34% | 0.40% | 0.44% | Q4 2020 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
CIBC Private Wealth Group, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 12 |
BENNICAS & ASSOCIATES, INC. | 12 | 12 | 0.18% | 0.21% | 0.24% | Q4 2017 | Q3 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Valeo Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
AE Wealth Management LLC | 6 | 1 | 0.00% | 0.06% | 0.37% | Q1 2020 | Q3 2023 | 12 |
Delta Investment Management, LLC | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
NewEdge Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Samalin Investment Counsel, LLC | 11 | 1 | 0.02% | 0.26% | 0.48% | Q4 2019 | Q3 2023 | 12 |
WEALTHSOURCE PARTNERS, LLC | 11 | 1 | 0.03% | 0.55% | 0.90% | Q1 2016 | Q2 2019 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.20% | 0.25% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Ancora Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Parallel Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
WFG Advisors, LP | 11 | 11 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q2 2017 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.03% | Q1 2021 | Q3 2023 | 11 |
SALEM INVESTMENT COUNSELORS INC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11 | 11 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q3 2021 | 11 |
BURNEY CO/ | 8 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Cetera Investment Advisers | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Madison Wealth Partners, Inc | 10 | 1 | 4.15% | 5.77% | 6.29% | Q4 2020 | Q3 2023 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Darwin Wealth Management, LLC | 10 | 1 | 0.07% | 0.13% | 0.17% | Q2 2017 | Q1 2020 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Allworth Financial LP | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
EQ LLC | 8 | 2 | 1.28% | 5.77% | 10.11% | Q4 2020 | Q2 2023 | 10 |
HSBC HOLDINGS PLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
MATHER GROUP, LLC. | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Larson Financial Group LLC | 10 | 10 | 0.00% | 0.01% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Hilton Capital Management, LLC | 10 | 10 | 0.06% | 0.07% | 0.08% | Q3 2017 | Q4 2019 | 10 |
B. Riley Wealth Management, Inc. | 10 | 10 | 0.00% | 0.60% | 0.90% | Q1 2020 | Q2 2022 | 10 |
V Wealth Advisors LLC | 6 | 4 | 0.04% | 0.06% | 0.17% | Q4 2020 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 9 | 1 | 0.01% | 0.06% | 0.43% | Q3 2019 | Q3 2023 | 10 |
Rehmann Capital Advisory Group | 7 | 1 | 0.00% | 0.11% | 0.47% | Q3 2011 | Q3 2019 | 10 |
FOCUS Wealth Advisors, LLC | 10 | 10 | 4.32% | 8.44% | 10.80% | Q4 2020 | Q1 2023 | 10 |
MISSION WEALTH MANAGEMENT, LP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Mariner, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Sequent Asset Management, LLC | 9 | 9 | 0.30% | 0.63% | 0.91% | Q4 2020 | Q4 2022 | 9 |
StoneX Group Inc. | 9 | 9 | 0.05% | 0.09% | 0.14% | Q4 2019 | Q4 2021 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 9 |
B&D White Capital Company, LLC | 9 | 9 | 0.33% | 0.59% | 0.76% | Q3 2021 | Q3 2023 | 9 |
ARGI Investment Services, LLC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 9 |
Plante Moran Financial Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 9 |
BerganKDV Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
JB Capital LLC | 9 | 9 | 0.02% | 0.06% | 0.18% | Q3 2021 | Q3 2023 | 9 |
TBH Global Asset Management, LLC | 8 | 1 | 0.06% | 0.16% | 0.26% | Q1 2020 | Q2 2023 | 9 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2021 | 9 |
CWM, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 9 |
Cardan Capital Partners, LLC | 6 | 3 | 0.48% | 1.53% | 3.33% | Q1 2018 | Q3 2021 | 9 |
Townsend & Associates, Inc | 9 | 9 | 0.06% | 1.37% | 1.90% | Q1 2018 | Q1 2020 | 9 |
Risk Paradigm Group, LLC | 8 | 8 | 0.85% | 1.27% | 1.59% | Q2 2016 | Q1 2018 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 8 | 8 | 0.08% | 0.20% | 0.30% | Q4 2021 | Q3 2023 | 8 |
1834 INVESTMENT ADVISORS CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2020 | 8 |
Solstein Capital, LLC | 8 | 8 | 0.25% | 0.58% | 1.22% | Q3 2020 | Q2 2022 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q4 2016 | 8 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
SIMPLEX TRADING, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Grandview Asset Management LLC | 6 | 1 | 0.02% | 0.14% | 0.18% | Q1 2021 | Q3 2023 | 8 |
Laurel Wealth Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 8 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2016 | 8 |
Private Portfolio Partners LLC | 5 | 3 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 8 |
Sonora Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
VERUS CAPITAL PARTNERS, LLC | 7 | 7 | 0.06% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Peregrine Asset Advisers, Inc. | 4 | 1 | 0.28% | 1.11% | 3.11% | Q1 2015 | Q2 2019 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.01% | 0.05% | 0.14% | Q4 2013 | Q3 2020 | 7 |
Winthrop Partners - WNY, LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2018 | Q3 2019 | 7 |
FundX Investment Group, LLC | 7 | 7 | 0.16% | 11.22% | 76.61% | Q2 2020 | Q4 2021 | 7 |
Round Rock Advisors, LLC | 7 | 7 | 0.12% | 0.14% | 0.17% | Q1 2022 | Q3 2023 | 7 |
MAI Capital Management | 4 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
SOA Wealth Advisors, LLC. | 7 | 7 | 0.04% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 6 | 1 | 0.25% | 0.47% | 1.34% | Q4 2020 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.65% | 1.86% | Q1 2022 | Q3 2023 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 1 | 0.00% | 0.06% | 0.20% | Q1 2021 | Q2 2023 | 7 |
Navis Wealth Advisors, LLC | 7 | 7 | 1.31% | 1.51% | 1.71% | Q4 2020 | Q2 2022 | 7 |
Mosaic Family Wealth, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.24% | 0.26% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
One Capital Management, LLC | 7 | 7 | 0.02% | 0.04% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Ullmann Wealth Partners Group, LLC | 7 | 7 | 0.15% | 3.35% | 4.79% | Q1 2022 | Q3 2023 | 7 |
Arkadios Wealth Advisors | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 7 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 7 | 7 | 1.20% | 2.58% | 3.39% | Q1 2017 | Q3 2018 | 7 |
FIRST UNITED BANK & TRUST | 7 | 7 | 0.11% | 0.29% | 0.51% | Q1 2022 | Q3 2023 | 7 |
SouthState Corp | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Sandy Spring Bank | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Robertson Stephens Wealth Management, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2022 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Global Wealth Management Investment Advisory, Inc. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 6 |
Focused Wealth Management, Inc | 6 | 6 | 0.01% | 1.42% | 5.05% | Q2 2022 | Q3 2023 | 6 |
Forum Financial Management, LP | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Atria Investments, Inc | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 6 |
McCutchen Group LLC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q2 2020 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Capital Directions Investment Advisors, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 6 |
Apexium Financial, LP | 6 | 6 | 0.04% | 0.11% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Csenge Advisory Group | 6 | 6 | 0.05% | 0.08% | 0.11% | Q1 2021 | Q2 2022 | 6 |
American Financial Network Advisory Services LLC | 6 | 6 | 0.24% | 0.36% | 0.59% | Q3 2017 | Q4 2018 | 6 |
Perigon Wealth Management, LLC | 3 | 1 | 0.00% | 0.06% | 0.17% | Q2 2017 | Q4 2020 | 6 |
Horrell Capital Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Pacifica Partners Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2023 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.16% | 0.98% | Q2 2022 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2021 | 6 |
Cutler Group LLC / CA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 5 |
Landmark Wealth Management, LLC | 3 | 1 | 0.05% | 0.19% | 0.29% | Q1 2022 | Q3 2023 | 5 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
Willingdon Wealth Management | 5 | 5 | 0.00% | 0.08% | 0.40% | Q1 2019 | Q1 2020 | 5 |
jvl associates llc | 5 | 5 | 0.42% | 2.65% | 3.37% | Q3 2022 | Q3 2023 | 5 |
Rise Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Intrua Financial, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Wealthstar Advisors, LLC | 2 | 1 | 0.08% | 1.00% | 3.06% | Q2 2018 | Q2 2022 | 5 |
TWO SIGMA ADVISERS, LP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Jackson Hole Capital Partners, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Spire Wealth Management | 5 | 5 | 0.02% | 0.10% | 0.14% | Q1 2021 | Q1 2022 | 5 |
Blue Zone Wealth Advisors, LLC | 5 | 5 | 0.98% | 1.12% | 1.24% | Q3 2022 | Q3 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2020 | 5 |
VICUS CAPITAL | 5 | 5 | 0.05% | 0.15% | 0.28% | Q2 2014 | Q2 2015 | 5 |
TRUE Private Wealth Advisors | 3 | 2 | 0.00% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Personal Capital Advisors Corp | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 5 |
TWO SIGMA INVESTMENTS, LP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
MERITAGE PORTFOLIO MANAGEMENT | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2021 | 5 |
1832 Asset Management L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Lloyd Advisory Services, LLC. | 5 | 5 | 0.00% | 0.30% | 1.51% | Q4 2020 | Q4 2021 | 5 |
David Kennon Inc | 5 | 5 | 6.09% | 6.47% | 6.76% | Q3 2022 | Q3 2023 | 5 |
Kelman-Lazarov, Inc. | 4 | 1 | 0.04% | 0.05% | 0.07% | Q1 2016 | Q4 2021 | 5 |
Bouchey Financial Group Ltd | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
HOWE & RUSLING INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.11% | 0.15% | 0.25% | Q1 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q3 2023 | 4 |
Accredited Investors Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q4 2019 | 4 |
Pinnacle Bancorp, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
TSFG, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q4 2019 | 4 |
Harvest Investment Advisors, LLC | 4 | 4 | 3.87% | 4.29% | 4.56% | Q4 2022 | Q3 2023 | 4 |
Stuart Chaussee & Associates, Inc. | 3 | 1 | 0.01% | 0.20% | 0.28% | Q3 2020 | Q3 2023 | 4 |
SteelPeak Wealth, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Freedman Financial Associates, Inc. | 4 | 4 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q1 2022 | 4 |
ARKANSAS FINANCIAL GROUP, INC. | 4 | 4 | 0.16% | 0.24% | 0.27% | Q4 2022 | Q3 2023 | 4 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 4 |
DEFINED WEALTH MANAGEMENT, LLC | 4 | 4 | 0.91% | 1.01% | 1.07% | Q4 2022 | Q3 2023 | 4 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 4 | 4 | 0.35% | 0.69% | 0.86% | Q4 2022 | Q3 2023 | 4 |
Transamerica Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
GHP Investment Advisors, Inc. | 4 | 4 | 0.01% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Concert Wealth Management Inc. | 4 | 4 | 0.03% | 0.15% | 0.29% | Q2 2015 | Q1 2016 | 4 |
Strategies Wealth Advisors, LLC | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
KM Capital Management Ltd. | 4 | 4 | 2.58% | 3.59% | 4.81% | Q4 2022 | Q3 2023 | 4 |
LAKE STREET PRIVATE WEALTH, LLC | 2 | 2 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Berman Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Wilmington Trust, National Association | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 4 |
First Horizon Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
TCP Asset Management, LLC | 4 | 4 | 1.22% | 2.12% | 3.02% | Q4 2022 | Q3 2023 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
BAILARD, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Freed Investment Group | 4 | 4 | 33.28% | 34.72% | 37.24% | Q4 2020 | Q3 2021 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Slow Capital, Inc. | 3 | 1 | 0.26% | 0.30% | 0.36% | Q4 2019 | Q1 2021 | 4 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.18% | 0.48% | Q4 2020 | Q3 2023 | 3 |
CreativeOne Wealth, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.22% | 0.23% | 0.24% | Q1 2022 | Q3 2022 | 3 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.06% | 0.11% | Q1 2020 | Q4 2021 | 3 |
Oakworth Capital, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
IRONWOOD WEALTH MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Poehling Capital Management, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.17% | 0.17% | 0.19% | Q4 2021 | Q2 2022 | 3 |
Antonetti Capital Management LLC | 2 | 1 | 0.33% | 0.34% | 0.36% | Q2 2010 | Q4 2021 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.59% | 1.20% | 2.12% | Q3 2021 | Q1 2022 | 3 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 3 |
MAYPORT, LLC | 2 | 1 | 0.12% | 0.13% | 0.16% | Q1 2022 | Q3 2023 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q3 2015 | 3 |
Almanack Investment Partners, LLC. | 3 | 3 | 0.03% | 0.05% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.23% | 0.24% | 0.25% | Q3 2020 | Q1 2021 | 3 |
Brookstone Capital Management | 3 | 3 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Verity Asset Management, Inc. | 2 | 1 | 0.18% | 0.19% | 0.20% | Q1 2021 | Q3 2023 | 3 |
Index Fund Advisors, Inc. | 3 | 3 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q2 2022 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Financial Freedom, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 3 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
OLD MISSION CAPITAL LLC | 3 | 3 | 0.24% | 0.60% | 1.28% | Q2 2021 | Q4 2021 | 3 |
Allegis Investment Advisors, LLC | 2 | 1 | 0.28% | 0.29% | 0.32% | Q4 2016 | Q3 2017 | 3 |
BB&T SECURITIES, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BRIGHTON JONES LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 0.18% | 0.23% | 0.25% | Q4 2020 | Q2 2021 | 3 |
Equitable Holdings, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.15% | 0.31% | Q4 2022 | Q3 2023 | 2 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 2 |
Fortis Capital Management LLC | 2 | 2 | 0.31% | 0.31% | 0.31% | Q2 2022 | Q3 2022 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Gateway Wealth Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.07% | 0.14% | Q4 2015 | Q4 2020 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
Financial Services Advisory Inc | 2 | 2 | 0.41% | 0.55% | 0.69% | Q2 2023 | Q3 2023 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Concord Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.02% | 0.10% | 0.18% | Q1 2022 | Q3 2023 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Anchor Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q1 2019 | 2 |
TCG Advisory Services, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Tradewinds Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.13% | 1.09% | 2.05% | Q1 2021 | Q4 2021 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CALIBER WEALTH MANAGEMENT, LLC | 2 | 2 | 0.31% | 0.36% | 0.41% | Q4 2020 | Q1 2021 | 2 |
CITIGROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q3 2018 | Q4 2020 | 2 |
Syntegra Private Wealth Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
First Command Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Aaron Wealth Advisors LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q3 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CAMBRIDGE TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q1 2014 | 2 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
CABANA LLC | 2 | 2 | 0.44% | 0.44% | 0.45% | Q2 2018 | Q3 2018 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
M&T BANK CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.08% | 0.12% | 0.15% | Q3 2021 | Q3 2023 | 2 |
Geneva Partners, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q4 2021 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.53% | 1.16% | 1.79% | Q1 2023 | Q2 2023 | 2 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 2 |
Claro Advisors LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Addison Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
Round Table Services, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2018 | Q3 2018 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Summit X, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Sciencast Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2017 | Q2 2017 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Adams Wealth Management | 1 | 1 | 1.54% | 1.54% | 1.54% | Q4 2019 | Q4 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
American Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 1.25% | 1.25% | 1.25% | Q4 2018 | Q4 2018 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FINANCIAL CONSULATE, INC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q4 2022 | Q4 2022 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
20/20 Capital Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2019 | Q1 2019 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Rollins Financial | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 1.50% | 1.50% | 1.50% | Q2 2021 | Q2 2021 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
McCarthy Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Prostatis Group LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2019 | Q4 2019 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2015 | Q3 2015 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Future Financial Wealth Managment LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2023 | Q3 2023 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 4.76% | 4.76% | 4.76% | Q4 2022 | Q4 2022 | 1 |
Permanens Capital L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GUNN & Co INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2023 | Q3 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2023 | Q4 2023 | 1 |
Retireful, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
WADE G W & INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2015 | Q1 2015 | 1 |
KAYS FINANCIAL ADVISORY CORP /ADV | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
55I, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 2.20% | 2.20% | 2.20% | Q3 2023 | Q3 2023 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Evensky & Katz LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
ITS Asset Management, L.P. | 1 | 1 | 5.63% | 5.63% | 5.63% | Q3 2016 | Q3 2016 | 1 |
Clarity Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Stadion Money Management, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2016 | Q3 2016 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ascent Wealth Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
McQueen, Ball & Associates Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GIRARD SECURITIES, INC. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2015 | Q4 2015 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2019 | Q4 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
TD Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
External links
This page lists all the filers that currently own FIDELITY COMWLTH TR or have owned FIDELITY COMWLTH TR in the past.