Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 44 |
Cutler Group LLC / CA | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 40 |
MORGAN STANLEY | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
BANK OF AMERICA CORP /DE/ | 37 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 39 |
ROYAL BANK OF CANADA | 33 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 37 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 2 | 0.00% | 0.04% | 0.17% | Q2 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.03% | 0.13% | 0.44% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 8 | 0.01% | 0.22% | 0.78% | Q4 2014 | Q3 2023 | 35 |
LYNCH & ASSOCIATES/IN | 35 | 35 | 0.13% | 0.24% | 0.39% | Q2 2015 | Q4 2023 | 35 |
SMITH CHAS P & ASSOCIATES PA CPAS | 32 | 2 | 0.01% | 0.59% | 1.86% | Q1 2015 | Q3 2023 | 34 |
WELLS FARGO & COMPANY/MN | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
Traynor Capital Management, Inc. | 34 | 34 | 0.10% | 0.29% | 0.62% | Q2 2015 | Q3 2023 | 34 |
Cambridge Investment Research Advisors, Inc. | 33 | 33 | 0.02% | 0.04% | 0.12% | Q3 2015 | Q3 2023 | 33 |
Mariner, LLC | 26 | 1 | 0.00% | 0.09% | 0.19% | Q1 2014 | Q3 2023 | 33 |
AMERIPRISE FINANCIAL INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.05% | 1.20% | Q1 2016 | Q3 2023 | 31 |
HighTower Advisors, LLC | 31 | 31 | 0.01% | 0.03% | 0.13% | Q1 2016 | Q3 2023 | 31 |
Kistler-Tiffany Companies, LLC | 31 | 31 | 0.01% | 0.07% | 0.14% | Q4 2015 | Q2 2023 | 31 |
LPL Financial LLC | 28 | 2 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 30 |
Brinker Capital Investments, LLC | 30 | 30 | 0.04% | 0.27% | 0.41% | Q3 2015 | Q4 2022 | 30 |
Court Place Advisors, LLC | 30 | 30 | 0.13% | 0.24% | 0.33% | Q2 2016 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 30 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.01% | 0.10% | Q2 2014 | Q3 2023 | 29 |
Raymond James Financial Services Advisors, Inc. | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q3 2023 | 28 |
JPMORGAN CHASE & CO | 27 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 28 |
FMR LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Lido Advisors, LLC | 28 | 28 | 0.19% | 0.88% | 1.44% | Q4 2016 | Q3 2023 | 28 |
Creative Planning | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 28 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 27 |
LINCOLN NATIONAL CORP | 27 | 27 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 27 |
CITIGROUP INC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Sunbelt Securities, Inc. | 26 | 26 | 0.01% | 0.17% | 0.44% | Q2 2017 | Q3 2023 | 26 |
VICUS CAPITAL | 26 | 26 | 0.12% | 0.85% | 1.58% | Q3 2016 | Q4 2022 | 26 |
Avior Wealth Management, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
RPg Family Wealth Advisory, LLC | 21 | 4 | 0.02% | 0.08% | 0.31% | Q4 2015 | Q1 2022 | 25 |
Freedom Investment Management, Inc. | 13 | 12 | 0.02% | 0.37% | 1.99% | Q1 2017 | Q2 2023 | 25 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 16 | 2 | 0.00% | 0.13% | 0.56% | Q4 2016 | Q3 2023 | 25 |
Cetera Advisor Networks LLC | 14 | 11 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 25 |
Exchange Capital Management, Inc. | 25 | 25 | 0.34% | 0.49% | 0.72% | Q3 2017 | Q3 2023 | 25 |
Beaumont Financial Partners, LLC | 8 | 1 | 0.14% | 1.87% | 4.12% | Q2 2014 | Q4 2021 | 25 |
ACG Wealth | 24 | 24 | 0.04% | 0.06% | 0.08% | Q4 2016 | Q3 2022 | 24 |
D.B. Root & Company, LLC | 24 | 24 | 0.09% | 0.14% | 0.24% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.07% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Smith, Salley & Associates | 24 | 24 | 0.09% | 0.13% | 0.18% | Q4 2017 | Q3 2023 | 24 |
STIFEL FINANCIAL CORP | 20 | 4 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 24 |
D L CARLSON INVESTMENT GROUP INC | 24 | 24 | 0.05% | 0.18% | 1.12% | Q2 2017 | Q1 2023 | 24 |
GOLDMAN SACHS GROUP INC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 24 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.07% | 0.31% | Q4 2015 | Q3 2023 | 23 |
OPTIMUM INVESTMENT ADVISORS | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
CWM, LLC | 15 | 8 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 23 |
SPINNAKER TRUST | 21 | 2 | 0.05% | 0.61% | 0.88% | Q2 2015 | Q2 2021 | 23 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 23 | 23 | 0.01% | 0.22% | 1.06% | Q2 2014 | Q4 2019 | 23 |
Snowden Capital Advisors LLC | 10 | 4 | 0.02% | 0.05% | 0.13% | Q3 2017 | Q3 2023 | 22 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 | 22 | 0.09% | 0.22% | 0.42% | Q2 2018 | Q3 2023 | 22 |
Koshinski Asset Management, Inc. | 22 | 22 | 0.02% | 0.07% | 0.21% | Q1 2018 | Q2 2023 | 22 |
Private Advisor Group, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.11% | Q3 2018 | Q3 2023 | 21 |
VALLEY NATIONAL ADVISERS INC | 20 | 20 | 0.02% | 0.05% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Bray Capital Advisors | 20 | 20 | 0.05% | 0.40% | 0.76% | Q4 2018 | Q3 2023 | 20 |
FMA ADVISORY INC | 19 | 1 | 0.06% | 0.29% | 0.36% | Q2 2015 | Q3 2021 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q4 2022 | 20 |
Full Sail Capital, LLC | 20 | 20 | 1.35% | 2.28% | 3.50% | Q4 2018 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
West Branch Capital LLC | 11 | 8 | 0.04% | 0.14% | 0.29% | Q1 2018 | Q3 2023 | 19 |
D'Orazio & Associates, Inc. | 19 | 19 | 0.10% | 0.12% | 0.13% | Q2 2018 | Q4 2022 | 19 |
Janney Montgomery Scott LLC | 14 | 5 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 19 |
AGF Investments LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 18 |
RAND WEALTH, LLC | 18 | 18 | 0.03% | 0.47% | 0.78% | Q2 2014 | Q3 2018 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.01% | 0.05% | 0.29% | Q2 2019 | Q3 2023 | 18 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 18 |
Patriot Financial Group Insurance Agency, LLC | 13 | 1 | 0.01% | 0.30% | 0.70% | Q3 2018 | Q3 2023 | 18 |
Global Retirement Partners, LLC | 14 | 3 | 0.00% | 0.15% | 0.48% | Q1 2017 | Q3 2023 | 17 |
NEXT Financial Group, Inc | 10 | 1 | 0.00% | 0.01% | 0.07% | Q2 2015 | Q4 2021 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 17 |
BARCLAYS PLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 17 |
TRUE Private Wealth Advisors | 8 | 1 | 0.01% | 1.27% | 3.00% | Q4 2015 | Q4 2020 | 17 |
Cornerstone Management, Inc. | 11 | 3 | 0.05% | 0.35% | 0.64% | Q1 2018 | Q3 2023 | 17 |
Maltin Wealth Management, Inc. | 16 | 16 | 0.83% | 1.38% | 1.87% | Q4 2019 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.03% | 0.31% | 0.50% | Q4 2019 | Q3 2023 | 16 |
Bedel Financial Consulting, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 16 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2019 | 16 |
Western Wealth Management, LLC | 8 | 4 | 0.03% | 0.06% | 0.07% | Q1 2019 | Q3 2023 | 16 |
Mutual Advisors, LLC | 12 | 4 | 0.02% | 0.05% | 0.12% | Q1 2018 | Q3 2023 | 16 |
Robertson Stephens Wealth Management, LLC | 13 | 3 | 0.09% | 0.21% | 0.44% | Q4 2018 | Q3 2023 | 16 |
Element Wealth, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
ATLAS CAPITAL ADVISORS LLC | 16 | 16 | 0.09% | 0.25% | 0.69% | Q4 2019 | Q3 2023 | 16 |
Plante Moran Financial Advisors, LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Commonwealth Equity Services, Inc | 15 | 15 | 0.01% | 0.06% | 0.14% | Q1 2014 | Q3 2017 | 15 |
Shamrock Asset Management LLC | 12 | 1 | 0.00% | 0.16% | 0.60% | Q2 2014 | Q3 2019 | 15 |
CENTAURUS FINANCIAL, INC. | 11 | 4 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 15 |
Sound Income Strategies, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 15 |
River Wealth Advisors LLC | 12 | 3 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Reitz Capital Advisors LLC | 13 | 1 | 0.16% | 0.31% | 0.41% | Q2 2019 | Q2 2023 | 15 |
Tradewinds Capital Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Canton Hathaway, LLC | 9 | 6 | 0.02% | 0.10% | 0.34% | Q3 2018 | Q4 2022 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Capital Investment Counsel, Inc | 15 | 15 | 0.05% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 15 |
BLAIR WILLIAM & CO/IL | 12 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Capital Investment Advisory Services, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
55I, LLC | 15 | 15 | 0.15% | 0.50% | 1.72% | Q1 2019 | Q3 2022 | 15 |
DELTA ASSET MANAGEMENT LLC/TN | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 14 |
FIFTH THIRD BANCORP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2020 | 14 |
Orion Portfolio Solutions, LLC | 11 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 14 |
Atria Investments, Inc | 8 | 3 | 0.03% | 0.05% | 0.10% | Q4 2016 | Q3 2021 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.02% | 0.12% | Q1 2018 | Q2 2023 | 14 |
SIGNATUREFD, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2022 | 14 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 14 | 14 | 1.13% | 1.53% | 1.68% | Q3 2014 | Q4 2017 | 14 |
Valeo Financial Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 14 |
Halpern Financial, Inc. | 14 | 14 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q1 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Founders Capital Management | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.05% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.11% | 0.24% | Q3 2020 | Q3 2023 | 13 |
TRUIST FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
PFG Advisors | 5 | 3 | 0.06% | 0.13% | 0.24% | Q1 2018 | Q3 2023 | 13 |
ARS Wealth Advisors, LLC | 13 | 13 | 0.08% | 0.22% | 0.44% | Q4 2016 | Q4 2019 | 13 |
Willingdon Wealth Management | 13 | 13 | 0.00% | 0.13% | 0.22% | Q1 2017 | Q1 2020 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
First Allied Advisory Services, Inc. | 13 | 13 | 0.01% | 0.12% | 0.32% | Q4 2016 | Q4 2019 | 13 |
USAdvisors Wealth Management, LLC | 13 | 13 | 0.44% | 1.84% | 2.44% | Q3 2020 | Q3 2023 | 13 |
Stone House Investment Management, LLC | 8 | 1 | 0.01% | 0.66% | 2.29% | Q4 2016 | Q3 2023 | 13 |
Birchcreek Wealth Management, LLC | 12 | 12 | 0.83% | 1.48% | 1.89% | Q4 2020 | Q3 2023 | 12 |
BROWN BROTHERS HARRIMAN & CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 12 |
American Portfolios Advisors | 12 | 12 | 0.00% | 0.05% | 0.11% | Q4 2017 | Q3 2020 | 12 |
Sandy Spring Bank | 7 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 12 |
Newfound Research LLC | 7 | 2 | 0.04% | 1.80% | 3.30% | Q1 2017 | Q3 2020 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.39% | 0.48% | 0.55% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 7 | 2 | 0.00% | 0.11% | 0.36% | Q1 2018 | Q3 2023 | 12 |
BANK OF MONTREAL /CAN/ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 12 |
Stonebridge Capital Advisors LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 12 |
MCDONALD PARTNERS LLC | 12 | 12 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.04% | 0.10% | 0.23% | Q4 2018 | Q3 2021 | 12 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q4 2018 | 12 |
RAYMOND JAMES & ASSOCIATES | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 12 |
Farmers & Merchants Trust Co of Chambersburg PA | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
AE Wealth Management LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Sowell Financial Services LLC | 7 | 2 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q1 2021 | 11 |
NorthCoast Asset Management LLC | 7 | 1 | 0.01% | 0.19% | 0.51% | Q3 2018 | Q3 2021 | 11 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 3 | 0.05% | 0.64% | 1.20% | Q4 2019 | Q4 2022 | 11 |
WHALEROCK POINT PARTNERS, LLC | 11 | 11 | 0.11% | 0.21% | 0.32% | Q2 2017 | Q4 2019 | 11 |
Cribstone Capital Management, LLC | 11 | 11 | 1.12% | 1.23% | 1.38% | Q2 2020 | Q4 2022 | 11 |
Krilogy Financial LLC | 9 | 1 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q3 2018 | 11 |
Bouvel Investment Partners, LLC | 11 | 11 | 0.62% | 1.95% | 2.77% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11 | 11 | 0.03% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.01% | 0.10% | 0.15% | Q1 2019 | Q3 2021 | 11 |
FIRST MANHATTAN CO. LLC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Risk Paradigm Group, LLC | 11 | 11 | 0.29% | 0.75% | 1.14% | Q3 2015 | Q1 2018 | 11 |
Rehmann Capital Advisory Group | 7 | 2 | 0.02% | 0.17% | 0.46% | Q1 2017 | Q4 2021 | 11 |
FormulaFolio Investments, LLC | 6 | 1 | 0.01% | 1.42% | 2.57% | Q2 2015 | Q1 2020 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.02% | 0.11% | Q1 2021 | Q3 2023 | 10 |
WFG Advisors, LP | 9 | 1 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q2 2017 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2022 | 10 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.00% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 10 |
Rappaport Reiches Capital Management, LLC | 10 | 10 | 0.26% | 0.40% | 0.69% | Q2 2021 | Q3 2023 | 10 |
SUNTRUST BANKS INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.01% | 0.02% | 0.08% | Q1 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2020 | 10 |
Stratos Wealth Partners, LTD. | 10 | 10 | 0.01% | 0.07% | 0.12% | Q2 2017 | Q3 2019 | 10 |
Cetera Advisors LLC | 10 | 10 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q1 2019 | 10 |
Carroll Financial Associates, Inc. | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2021 | 9 |
Faithward Advisors, LLC | 9 | 9 | 0.20% | 0.23% | 0.24% | Q3 2021 | Q3 2023 | 9 |
Mosaic Family Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 9 |
Prospera Financial Services Inc | 9 | 9 | 0.02% | 0.02% | 0.07% | Q3 2020 | Q3 2022 | 9 |
DEUTSCHE BANK AG\ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 9 |
Argentus Capital Management, LLC | 9 | 9 | 0.00% | 0.11% | 0.20% | Q2 2014 | Q2 2016 | 9 |
Arkadios Wealth Advisors | 9 | 9 | 0.01% | 0.04% | 0.12% | Q4 2019 | Q4 2021 | 9 |
D.A. DAVIDSON & CO. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2018 | 9 |
REILLY FINANCIAL ADVISORS, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 9 |
LEUTHOLD GROUP, LLC | 8 | 8 | 0.08% | 0.12% | 0.22% | Q1 2021 | Q4 2022 | 8 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2021 | 8 |
Advisors Capital Management, LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.02% | 0.09% | 0.19% | Q4 2020 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.30% | 0.40% | 0.46% | Q4 2021 | Q3 2023 | 8 |
NORTHERN TRUST CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
Bell Rock Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
CREDIT SUISSE AG/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.07% | 0.10% | 0.17% | Q4 2021 | Q3 2023 | 8 |
G2 CAPITAL MANAGEMENT, LLC / OH | 8 | 8 | 0.27% | 0.31% | 0.35% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Partners, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Pitti Group Wealth Management, LLC | 8 | 8 | 1.47% | 1.69% | 1.89% | Q4 2021 | Q3 2023 | 8 |
RMB Capital Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2018 | 8 |
DeGreen Capital Management LLC | 8 | 8 | 0.49% | 2.86% | 3.38% | Q4 2016 | Q3 2018 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
WBH ADVISORY INC | 5 | 3 | 0.03% | 0.05% | 0.12% | Q3 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PROFESSIONAL PLANNING | 5 | 3 | 0.26% | 1.06% | 2.50% | Q4 2017 | Q3 2021 | 8 |
Flaharty Asset Management, LLC | 8 | 8 | 0.15% | 0.20% | 0.26% | Q1 2017 | Q4 2018 | 8 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 8 | 8 | 0.20% | 0.27% | 0.30% | Q4 2016 | Q3 2018 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Eldridge Investment Advisors, Inc. | 6 | 1 | 0.08% | 0.22% | 0.33% | Q4 2017 | Q2 2021 | 7 |
BB&T SECURITIES, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
Crewe Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FDx Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.17% | 0.19% | 0.21% | Q3 2021 | Q2 2023 | 7 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Addison Advisors LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Brookstone Capital Management | 7 | 7 | 0.01% | 0.18% | 0.55% | Q3 2021 | Q1 2023 | 7 |
MSI Financial Services Inc | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q4 2016 | 7 |
BOK Financial Private Wealth, Inc. | 6 | 1 | 0.00% | 0.05% | 0.32% | Q1 2020 | Q3 2023 | 7 |
Kore Private Wealth LLC | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2020 | Q3 2021 | 7 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2018 | Q3 2019 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Destiny Wealth Partners, LLC | 7 | 7 | 0.00% | 0.96% | 2.07% | Q4 2020 | Q2 2022 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
PRUDENTIAL FINANCIAL INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 7 |
Jacobi Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.03% | 0.12% | 0.20% | Q4 2017 | Q1 2019 | 6 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 6 | 6 | 2.63% | 2.78% | 2.87% | Q2 2017 | Q3 2018 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Wealthcare Advisory Partners LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Belpointe Asset Management LLC | 4 | 1 | 0.01% | 0.04% | 0.12% | Q4 2017 | Q1 2023 | 6 |
Connectus Wealth, LLC | 3 | 3 | 0.04% | 0.18% | 0.51% | Q1 2022 | Q3 2023 | 6 |
Global Wealth Management Investment Advisory, Inc. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 6 |
180 WEALTH ADVISORS, LLC | 6 | 6 | 0.14% | 0.21% | 0.28% | Q1 2018 | Q2 2019 | 6 |
U.S. Capital Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 6 |
Gradient Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 6 |
Independent Advisor Alliance | 2 | 1 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q3 2020 | 6 |
B. Riley Wealth Advisors, Inc. | 2 | 1 | 0.01% | 0.09% | 0.18% | Q4 2015 | Q4 2021 | 6 |
Ahrens Investment Partners LLC | 5 | 1 | 0.03% | 0.07% | 0.11% | Q2 2021 | Q1 2023 | 6 |
QUADRANT CAPITAL GROUP LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Charles Schwab Investment Advisory, Inc. | 6 | 6 | 0.10% | 0.19% | 0.39% | Q1 2018 | Q2 2019 | 6 |
NWAM LLC | 5 | 1 | 0.03% | 0.06% | 0.11% | Q1 2018 | Q4 2022 | 6 |
Avantax Planning Partners, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2020 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.33% | 0.45% | Q1 2021 | Q2 2022 | 6 |
ROMAN BUTLER FULLERTON & CO | 6 | 6 | 0.43% | 0.51% | 0.59% | Q1 2021 | Q2 2022 | 6 |
Larson Financial Group LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
ASSETMARK, INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
Financial Partners Group, Inc | 6 | 6 | 0.20% | 2.02% | 3.20% | Q1 2018 | Q2 2019 | 6 |
Giralda Advisors, LLC | 5 | 5 | 0.04% | 0.60% | 1.00% | Q1 2015 | Q1 2016 | 5 |
KEYBANK NATIONAL ASSOCIATION/OH | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
RAYMOND JAMES TRUST N.A. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
CENTRAL TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.02% | 0.08% | 0.13% | Q2 2022 | Q2 2023 | 5 |
Concord Wealth Partners | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Virtus ETF Advisers LLC | 3 | 2 | 0.04% | 0.44% | 1.24% | Q1 2017 | Q3 2018 | 5 |
Soltis Investment Advisors LLC | 3 | 2 | 0.04% | 0.08% | 0.21% | Q3 2020 | Q3 2022 | 5 |
Atlas Brown,Inc. | 5 | 5 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2022 | 5 |
Strategic Blueprint, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 5 |
BECK CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.16% | 0.30% | 0.38% | Q3 2017 | Q3 2018 | 5 |
Ausdal Financial Partners, Inc. | 4 | 1 | 0.07% | 0.12% | 0.16% | Q1 2017 | Q3 2018 | 5 |
Summit X, LLC | 4 | 1 | 0.00% | 0.13% | 0.17% | Q1 2019 | Q3 2020 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 5 |
PFS Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Safeguard Investment Advisory Group, LLC | 5 | 5 | 0.17% | 0.23% | 0.26% | Q4 2021 | Q4 2022 | 5 |
Wealthspire Advisors, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Silverleafe Capital Partners, LLC | 4 | 1 | 0.12% | 2.16% | 3.23% | Q1 2019 | Q4 2021 | 5 |
WELCH CAPITAL PARTNERS LLC/NY | 5 | 5 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q4 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.15% | 0.16% | 0.16% | Q3 2021 | Q3 2022 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2017 | 5 |
One Capital Management, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Walleye Trading LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
First Horizon Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Foresight Wealth Management, LLC | 5 | 5 | 0.09% | 0.28% | 0.37% | Q2 2019 | Q2 2020 | 5 |
HUNTINGTON NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 4 |
Pinnacle Advisory Group, Inc. | 4 | 4 | 0.85% | 0.94% | 1.08% | Q2 2020 | Q1 2021 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
IFG Advisory, LLC | 4 | 4 | 0.06% | 0.09% | 0.11% | Q4 2017 | Q3 2018 | 4 |
High Net Worth Advisory Group LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q4 2022 | 4 |
US BANCORP \DE\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 4 |
AM INVESTMENT STRATEGIES LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Trail Ridge Investment Advisors, LLC | 4 | 4 | 0.19% | 0.24% | 0.29% | Q1 2022 | Q4 2022 | 4 |
Fortis Advisors, LLC | 4 | 4 | 0.19% | 0.23% | 0.27% | Q1 2021 | Q4 2021 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Atlas Private Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.06% | 0.08% | 0.12% | Q4 2016 | Q1 2018 | 4 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 4 |
CRA Financial Services, LLC | 4 | 4 | 0.13% | 0.20% | 0.26% | Q4 2018 | Q3 2019 | 4 |
Beaumont Capital Management, LLC | 3 | 1 | 0.12% | 1.25% | 4.52% | Q3 2021 | Q4 2022 | 4 |
Ancora Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 4 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
TBH Global Asset Management, LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q3 2021 | 4 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.16% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Cornerstone Financial Partners, LLC | 3 | 1 | 0.11% | 0.42% | 0.64% | Q4 2016 | Q4 2017 | 4 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.06% | 0.27% | 0.57% | Q4 2015 | Q3 2017 | 4 |
COBIZ WEALTH, LLC | 2 | 2 | 0.05% | 0.33% | 0.95% | Q4 2015 | Q1 2019 | 4 |
Certified Advisory Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
SAGE FINANCIAL GROUP INC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q2 2020 | Q4 2020 | 3 |
Sonora Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CX Institutional | 3 | 3 | 0.02% | 0.10% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q4 2022 | 3 |
CAPTRUST FINANCIAL ADVISORS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
SHEETS SMITH WEALTH MANAGEMENT | 3 | 3 | 0.30% | 0.32% | 0.33% | Q2 2021 | Q4 2021 | 3 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 3 |
ERn Financial, LLC | 3 | 3 | 0.82% | 1.16% | 1.43% | Q3 2021 | Q1 2022 | 3 |
Lifeworks Advisors, LLC | 3 | 3 | 0.41% | 0.51% | 0.57% | Q4 2021 | Q2 2022 | 3 |
InterOcean Capital, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q3 2017 | 3 |
Permanens Capital L.P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Vigilant Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Nvest Financial, LLC | 2 | 1 | 0.20% | 0.98% | 1.92% | Q1 2022 | Q2 2023 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.56% | 0.61% | 0.67% | Q2 2019 | Q4 2019 | 3 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 3 |
WINTRUST INVESTMENTS LLC | 3 | 3 | 0.38% | 0.44% | 0.47% | Q2 2018 | Q4 2018 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 1.33% | 1.55% | 1.76% | Q1 2023 | Q3 2023 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
LVZ, Inc. | 3 | 3 | 2.37% | 2.45% | 2.50% | Q1 2018 | Q3 2018 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q2 2019 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.70% | 0.73% | 0.76% | Q4 2021 | Q2 2022 | 3 |
WOLVERINE TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cerity Partners LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2018 | Q3 2018 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.44% | 0.45% | 0.45% | Q4 2015 | Q2 2016 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Barnett & Company, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Secure Asset Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q2 2023 | 3 |
IRONWOOD WEALTH MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
EATON VANCE MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
UBS AG | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Sanctuary Wealth Management, L.L.C. | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
WMG Financial Advisors, LLC | 2 | 2 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q1 2022 | 2 |
Eley Financial Management, Inc | 2 | 2 | 1.58% | 1.66% | 1.74% | Q4 2022 | Q1 2023 | 2 |
Ken Stern & Associates, Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2018 | Q3 2018 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Amplius Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2022 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
WFA Asset Management Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Quantitative Strategies, Inc. | 2 | 2 | 3.96% | 3.99% | 4.03% | Q2 2023 | Q3 2023 | 2 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Investmark Advisory Group LLC | 1 | 1 | 0.10% | 0.19% | 0.27% | Q4 2021 | Q4 2022 | 2 |
Capital Asset Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
CABANA LLC | 2 | 2 | 0.40% | 0.41% | 0.42% | Q2 2018 | Q3 2018 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.23% | 0.29% | 0.35% | Q4 2022 | Q3 2023 | 2 |
InterOcean Capital Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q2 2018 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Belmont Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 2 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q2 2023 | 2 |
Efficient Market Advisors, LLC | 2 | 2 | 2.76% | 2.78% | 2.80% | Q4 2016 | Q1 2017 | 2 |
Heritage Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Castle Rock Wealth Management, LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q1 2021 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.45% | 0.87% | Q4 2014 | Q3 2015 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 2 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 2 |
Beaumont Asset Management, L.L.C. | 2 | 2 | 0.75% | 0.85% | 0.96% | Q4 2019 | Q1 2020 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 2 |
Royal Capital Wealth Management, LLC | 2 | 2 | 0.28% | 0.29% | 0.29% | Q4 2021 | Q1 2022 | 2 |
Csenge Advisory Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2021 | 2 |
Bogart Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ARMSTRONG ADVISORY GROUP, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Q3 Asset Management | 1 | 1 | 0.88% | 1.83% | 2.79% | Q4 2020 | Q2 2021 | 2 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.11% | 0.18% | 0.26% | Q4 2018 | Q1 2020 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.23% | 0.27% | 0.31% | Q4 2020 | Q2 2021 | 2 |
COMERICA SECURITIES,INC. | 2 | 2 | 0.24% | 0.25% | 0.25% | Q1 2019 | Q2 2019 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
PLANNING DIRECTIONS INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2020 | Q1 2020 | 1 |
KFA Private Wealth Group, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Dakota Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Pinnacle Wealth Management Group, Inc. | 1 | 1 | 1.38% | 1.38% | 1.38% | Q3 2023 | Q3 2023 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2019 | Q4 2019 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
United Community Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Timber Creek Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2022 | Q2 2022 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MCIA Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Empowered Funds, LLC | 1 | 1 | 3.10% | 3.10% | 3.10% | Q2 2021 | Q2 2021 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
F3Logic, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2020 | Q3 2020 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Monte Financial Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
FIFTH THIRD SECURITIES, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Blue Chip Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2018 | Q3 2018 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Beaumont Financial Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2016 | Q1 2016 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2017 | Q1 2017 | 1 |
SMITH SHELLNUT WILSON LLC /ADV | 1 | 1 | 4.26% | 4.26% | 4.26% | Q2 2017 | Q2 2017 | 1 |
CAPITAL ONE FINANCIAL CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q1 2017 | Q1 2017 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Prostatis Group LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2020 | Q1 2020 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Milestone Investment Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stanford Investment Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Watson Rebecca | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Karp Capital Management Corp | 1 | 1 | 1.65% | 1.65% | 1.65% | Q2 2019 | Q2 2019 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
CMC Financial Group | 1 | 1 | 1.60% | 1.60% | 1.60% | Q2 2021 | Q2 2021 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
LS Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Elk River Wealth Management, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2022 | Q4 2022 | 1 |
Catamount Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Cypress Wealth Advisors LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2018 | Q3 2018 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Ruggie Capital Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own FIDELITY COVINGTON TRUST or have owned FIDELITY COVINGTON TRUST in the past.