Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 46 |
MORGAN STANLEY | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
ROYAL BANK OF CANADA | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
BANK OF AMERICA CORP /DE/ | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
LPL Financial LLC | 37 | 37 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
LYNCH & ASSOCIATES/IN | 36 | 36 | 0.12% | 0.28% | 0.43% | Q1 2015 | Q4 2023 | 36 |
Traynor Capital Management, Inc. | 36 | 36 | 0.69% | 1.14% | 1.85% | Q4 2014 | Q3 2023 | 36 |
WELLS FARGO & COMPANY/MN | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 2 | 0.00% | 0.04% | 0.17% | Q2 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.11% | 0.30% | 0.67% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Advisory Services Network, LLC | 27 | 8 | 0.00% | 0.22% | 0.62% | Q4 2014 | Q3 2023 | 35 |
VICUS CAPITAL | 29 | 6 | 0.05% | 0.77% | 2.32% | Q4 2014 | Q3 2023 | 35 |
SMITH CHAS P & ASSOCIATES PA CPAS | 35 | 35 | 0.04% | 0.67% | 1.33% | Q1 2015 | Q3 2023 | 35 |
Cambridge Investment Research Advisors, Inc. | 33 | 1 | 0.04% | 0.07% | 0.11% | Q3 2014 | Q3 2023 | 34 |
Atlas Brown,Inc. | 34 | 34 | 0.09% | 0.58% | 0.96% | Q2 2015 | Q3 2023 | 34 |
HighTower Advisors, LLC | 33 | 33 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 33 |
Creative Planning | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 32 |
VALLEY NATIONAL ADVISERS INC | 32 | 32 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q3 2023 | 32 |
Tower Research Capital LLC (TRC) | 16 | 3 | 0.00% | 0.05% | 0.19% | Q4 2014 | Q3 2023 | 32 |
Beaumont Financial Partners, LLC | 23 | 2 | 0.03% | 1.46% | 4.08% | Q2 2014 | Q3 2022 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.18% | Q4 2015 | Q3 2023 | 31 |
FMR LLC | 30 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
AMERIPRISE FINANCIAL INC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
WEATHERLY ASSET MANAGEMENT L. P. | 30 | 30 | 0.07% | 0.46% | 1.18% | Q2 2016 | Q3 2023 | 30 |
Geneos Wealth Management Inc. | 28 | 2 | 0.01% | 0.08% | 0.69% | Q1 2016 | Q3 2023 | 30 |
CWM, LLC | 21 | 8 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 29 |
Lido Advisors, LLC | 28 | 28 | 0.15% | 0.98% | 1.74% | Q4 2016 | Q3 2023 | 28 |
GOLDMAN SACHS GROUP INC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2023 | 28 |
Armor Investment Advisors, LLC | 28 | 28 | 1.31% | 2.22% | 3.28% | Q4 2016 | Q3 2023 | 28 |
Sunbelt Securities, Inc. | 26 | 1 | 0.03% | 0.22% | 0.63% | Q4 2016 | Q3 2023 | 27 |
JPMORGAN CHASE & CO | 25 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 27 |
Patriot Financial Group Insurance Agency, LLC | 24 | 3 | 0.07% | 0.37% | 1.03% | Q4 2016 | Q3 2023 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 27 |
Mariner, LLC | 25 | 2 | 0.01% | 0.02% | 0.07% | Q3 2016 | Q3 2023 | 27 |
NORTHERN TRUST CORP | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
WHALEROCK POINT PARTNERS, LLC | 26 | 26 | 0.10% | 0.23% | 0.42% | Q2 2017 | Q3 2023 | 26 |
LINCOLN NATIONAL CORP | 26 | 26 | 0.01% | 0.05% | 0.11% | Q2 2017 | Q3 2023 | 26 |
Exchange Capital Management, Inc. | 25 | 25 | 0.22% | 0.81% | 1.12% | Q3 2017 | Q3 2023 | 25 |
Court Place Advisors, LLC | 25 | 25 | 0.18% | 0.30% | 0.41% | Q3 2017 | Q3 2023 | 25 |
RWA WEALTH PARTNERS, LLC | 24 | 24 | 0.41% | 2.73% | 4.43% | Q4 2017 | Q3 2023 | 24 |
D L CARLSON INVESTMENT GROUP INC | 24 | 24 | 0.07% | 0.17% | 0.90% | Q2 2017 | Q1 2023 | 24 |
Smith, Salley & Associates | 24 | 24 | 0.11% | 0.15% | 0.22% | Q4 2017 | Q3 2023 | 24 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 24 |
Snowden Capital Advisors LLC | 16 | 8 | 0.04% | 0.08% | 0.13% | Q3 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.05% | 0.09% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Rehmann Capital Advisory Group | 15 | 8 | 0.03% | 0.22% | 0.67% | Q3 2017 | Q3 2023 | 23 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 23 | 23 | 0.01% | 0.17% | 0.82% | Q2 2014 | Q4 2019 | 23 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 19 | 4 | 0.00% | 0.31% | 0.97% | Q4 2016 | Q3 2023 | 23 |
Winslow, Evans & Crocker, Inc. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2020 | 23 |
Fisher Asset Management, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
MML INVESTORS SERVICES, LLC | 23 | 23 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
RPg Family Wealth Advisory, LLC | 11 | 1 | 0.01% | 0.04% | 0.16% | Q4 2015 | Q1 2022 | 22 |
Mascoma Wealth Management LLC | 12 | 10 | 0.00% | 0.66% | 1.25% | Q2 2017 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
Canton Hathaway, LLC | 21 | 21 | 0.10% | 0.29% | 0.50% | Q3 2018 | Q3 2023 | 21 |
Private Advisor Group, LLC | 19 | 1 | 0.00% | 0.01% | 0.10% | Q2 2015 | Q3 2023 | 21 |
Cetera Advisors LLC | 17 | 4 | 0.00% | 0.08% | 0.13% | Q4 2016 | Q3 2023 | 21 |
Gradient Investments LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.07% | 0.31% | Q3 2018 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.11% | 0.38% | Q1 2017 | Q3 2023 | 21 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 13 | 8 | 0.04% | 0.12% | 0.20% | Q3 2016 | Q3 2023 | 21 |
Certified Advisory Corp | 11 | 9 | 0.01% | 0.09% | 0.30% | Q4 2017 | Q1 2023 | 20 |
FMA ADVISORY INC | 19 | 1 | 0.16% | 0.21% | 0.25% | Q2 2015 | Q3 2021 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.22% | 0.36% | 0.61% | Q4 2018 | Q3 2023 | 20 |
Robertson Stephens Wealth Management, LLC | 20 | 20 | 0.12% | 0.37% | 1.00% | Q4 2018 | Q3 2023 | 20 |
McIlrath & Eck, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 20 |
Transamerica Financial Advisors, Inc. | 17 | 1 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q2 2022 | 20 |
Full Sail Capital, LLC | 20 | 20 | 2.91% | 3.41% | 4.64% | Q4 2018 | Q3 2023 | 20 |
Xcel Wealth Management, LLC | 20 | 20 | 0.09% | 0.15% | 0.27% | Q4 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.09% | 0.11% | 0.15% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Richard C. Young & CO., LTD. | 18 | 1 | 0.07% | 4.51% | 7.52% | Q3 2014 | Q4 2021 | 20 |
Jaffetilchin Investment Partners, LLC | 14 | 1 | 0.03% | 0.06% | 0.21% | Q2 2018 | Q3 2023 | 20 |
Eagle Capital Management, LLC | 20 | 20 | 2.90% | 4.69% | 8.23% | Q4 2018 | Q3 2023 | 20 |
Financial Partners Group, Inc | 15 | 4 | 0.30% | 2.23% | 5.96% | Q2 2018 | Q3 2023 | 19 |
Mutual Advisors, LLC | 14 | 5 | 0.01% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 19 |
First Horizon Advisors, Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Silverleafe Capital Partners, LLC | 19 | 19 | 0.11% | 0.25% | 0.47% | Q2 2019 | Q4 2023 | 19 |
D'Orazio & Associates, Inc. | 19 | 19 | 0.11% | 0.14% | 0.18% | Q2 2018 | Q4 2022 | 19 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 19 |
RAYMOND JAMES & ASSOCIATES | 11 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 18 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 18 | 18 | 0.01% | 0.03% | 0.08% | Q4 2014 | Q1 2019 | 18 |
AGF Investments LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 18 |
B. Riley Wealth Advisors, Inc. | 10 | 2 | 0.01% | 0.05% | 0.12% | Q4 2014 | Q1 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.02% | 0.05% | 0.21% | Q2 2019 | Q3 2023 | 18 |
KEYBANK NATIONAL ASSOCIATION/OH | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2020 | 17 |
TRUSTCORE FINANCIAL SERVICES, LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 17 |
Lowe Wealth Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
Eldridge Investment Advisors, Inc. | 17 | 17 | 0.18% | 0.48% | 1.15% | Q3 2019 | Q3 2023 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.06% | 0.85% | 2.18% | Q3 2019 | Q3 2023 | 17 |
Legacy Financial Strategies, LLC | 17 | 17 | 0.87% | 1.03% | 1.13% | Q3 2019 | Q3 2023 | 17 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 17 |
Demars Financial Group, LLC | 16 | 16 | 0.50% | 1.21% | 2.95% | Q4 2019 | Q3 2023 | 16 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 16 |
Brinker Capital Investments, LLC | 14 | 2 | 0.00% | 0.03% | 0.09% | Q3 2016 | Q4 2022 | 16 |
Element Wealth, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Atlas Private Wealth Management, LLC | 16 | 16 | 0.51% | 0.83% | 1.02% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
American Portfolios Advisors | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Bedel Financial Consulting, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 16 |
Commonwealth Equity Services, Inc | 16 | 16 | 0.01% | 0.06% | 0.12% | Q4 2013 | Q3 2017 | 16 |
TBH Global Asset Management, LLC | 16 | 16 | 0.09% | 0.66% | 2.14% | Q4 2019 | Q3 2023 | 16 |
Spectrum Management Group, LLC | 16 | 16 | 0.02% | 0.75% | 3.92% | Q4 2018 | Q3 2022 | 16 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 16 | 16 | 0.72% | 0.80% | 0.94% | Q4 2019 | Q3 2023 | 16 |
Advisory Alpha, LLC | 11 | 1 | 0.00% | 0.06% | 0.19% | Q1 2017 | Q2 2022 | 16 |
Plante Moran Financial Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Halpern Financial, Inc. | 16 | 16 | 1.34% | 6.67% | 10.96% | Q4 2019 | Q3 2023 | 16 |
Beaumont Asset Management, L.L.C. | 16 | 16 | 1.15% | 1.35% | 1.81% | Q4 2019 | Q3 2023 | 16 |
RAND WEALTH, LLC | 16 | 16 | 0.15% | 0.27% | 0.68% | Q4 2014 | Q3 2018 | 16 |
FIFTH THIRD BANCORP | 10 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
Karp Capital Management Corp | 16 | 16 | 1.21% | 2.00% | 2.77% | Q4 2018 | Q3 2022 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.10% | 0.16% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Capital Investment Advisory Services, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Pinnacle Advisory Group, Inc. | 8 | 1 | 0.01% | 1.37% | 5.70% | Q3 2014 | Q1 2021 | 16 |
CITIGROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 16 |
Maltin Wealth Management, Inc. | 16 | 16 | 1.28% | 1.69% | 2.72% | Q4 2019 | Q3 2023 | 16 |
BLAIR WILLIAM & CO/IL | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q4 2019 | 15 |
Shamrock Asset Management LLC | 8 | 2 | 0.00% | 0.08% | 0.33% | Q2 2014 | Q3 2018 | 15 |
PRUDENTIAL FINANCIAL INC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 15 |
River Wealth Advisors LLC | 12 | 3 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
FormulaFolio Investments, LLC | 12 | 1 | 0.00% | 0.77% | 1.79% | Q2 2015 | Q2 2021 | 15 |
55I, LLC | 15 | 15 | 0.07% | 0.51% | 2.24% | Q1 2019 | Q3 2022 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 15 | 0.05% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Crumly & Associates Inc. | 15 | 15 | 0.21% | 0.48% | 0.91% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Belpointe Asset Management LLC | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Sound Income Strategies, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 15 |
Janney Montgomery Scott LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Ancora Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.09% | 0.13% | 0.15% | Q4 2019 | Q3 2023 | 14 |
AE Wealth Management LLC | 14 | 14 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Anchor Investment Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2023 | 14 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 14 |
Cetera Advisor Networks LLC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Capital Advisory Group Advisory Services, LLC | 14 | 14 | 0.48% | 1.40% | 2.05% | Q2 2020 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 14 | 14 | 1.16% | 1.50% | 1.73% | Q3 2014 | Q4 2017 | 14 |
Founders Capital Management | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 14 |
ENTERPRISE FINANCIAL SERVICES CORP | 12 | 2 | 0.02% | 0.08% | 0.75% | Q3 2018 | Q2 2022 | 14 |
Arkadios Wealth Advisors | 12 | 1 | 0.02% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 13 |
Investors Research Corp | 13 | 13 | 0.13% | 1.24% | 1.97% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.05% | 0.09% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
CAPTRUST FINANCIAL ADVISORS | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 13 |
Financial Advocates Investment Management | 13 | 13 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q1 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.08% | 0.14% | 0.38% | Q3 2020 | Q3 2023 | 13 |
Reitz Capital Advisors LLC | 13 | 13 | 0.05% | 0.20% | 0.25% | Q2 2020 | Q2 2023 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
Summit X, LLC | 6 | 3 | 0.02% | 0.14% | 0.33% | Q1 2019 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Parallel Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 13 |
Financial Gravity Asset Management, Inc. | 6 | 1 | 0.00% | 0.03% | 0.36% | Q2 2018 | Q2 2023 | 13 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 12 | 12 | 0.13% | 1.98% | 3.47% | Q1 2019 | Q4 2021 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Clal Insurance Enterprises Holdings Ltd | 12 | 12 | 0.74% | 0.82% | 0.98% | Q4 2020 | Q3 2023 | 12 |
Virtu Financial LLC | 6 | 1 | 0.02% | 0.29% | 1.10% | Q2 2015 | Q3 2019 | 12 |
Soltis Investment Advisors LLC | 11 | 1 | 0.11% | 0.33% | 0.45% | Q4 2019 | Q3 2023 | 12 |
PRICE T ROWE ASSOCIATES INC /MD/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
NWAM LLC | 12 | 12 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
HOEY INVESTMENTS, INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Birchcreek Wealth Management, LLC | 12 | 12 | 1.00% | 2.04% | 2.83% | Q4 2020 | Q3 2023 | 12 |
COREPATH WEALTH PARTNERS LLC | 12 | 12 | 0.17% | 0.23% | 0.32% | Q4 2020 | Q3 2023 | 12 |
StoneX Group Inc. | 9 | 3 | 0.20% | 0.93% | 1.58% | Q4 2019 | Q3 2023 | 12 |
Newfound Research LLC | 6 | 2 | 0.00% | 1.30% | 3.23% | Q1 2017 | Q3 2020 | 12 |
Calamos Wealth Management LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Tradewinds Capital Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2021 | 12 |
ALTFEST L J & CO INC | 12 | 12 | 0.04% | 1.30% | 2.51% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.07% | 0.13% | 0.19% | Q4 2018 | Q3 2021 | 12 |
Signature Wealth Management Partners, LLC | 12 | 12 | 0.87% | 1.24% | 1.52% | Q4 2020 | Q3 2023 | 12 |
FLAGSHIP HARBOR ADVISORS, LLC | 12 | 12 | 0.01% | 0.14% | 0.50% | Q2 2018 | Q1 2021 | 12 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 12 |
SIGNATUREFD, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2022 | 12 |
Lindbrook Capital, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 12 |
WBH ADVISORY INC | 9 | 3 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 12 |
LifeSteps Financial, Inc. | 12 | 12 | 0.33% | 0.85% | 1.20% | Q4 2020 | Q3 2023 | 12 |
Allworth Financial LP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.03% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 12 |
Steward Partners Investment Advisory, LLC | 11 | 11 | 0.00% | 0.02% | 0.10% | Q1 2021 | Q3 2023 | 11 |
HILLTOP WEALTH ADVISORS, LLC | 9 | 2 | 0.17% | 0.33% | 0.81% | Q4 2019 | Q3 2023 | 11 |
Sandy Spring Bank | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 11 |
Hanson & Doremus Investment Management | 9 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Valmark Advisers, Inc. | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Secure Asset Management, LLC | 11 | 11 | 0.12% | 0.21% | 0.28% | Q1 2021 | Q3 2023 | 11 |
NorthCoast Asset Management LLC | 11 | 11 | 0.07% | 0.23% | 0.37% | Q1 2019 | Q3 2021 | 11 |
Western Wealth Management, LLC | 8 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 11 |
ATLAS CAPITAL ADVISORS LLC | 11 | 11 | 0.00% | 0.24% | 0.68% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Sequoia Financial Advisors, LLC | 8 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.01% | 0.19% | 0.36% | Q1 2019 | Q3 2021 | 11 |
HUNTINGTON NATIONAL BANK | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
First Allied Advisory Services, Inc. | 10 | 1 | 0.01% | 0.03% | 0.17% | Q4 2017 | Q3 2020 | 11 |
Avior Wealth Management, LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Krilogy Financial LLC | 9 | 1 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q3 2018 | 11 |
CENTAURUS FINANCIAL, INC. | 10 | 1 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 11 |
MONUMENTAL FINANCIAL GROUP INC. | 11 | 11 | 0.60% | 2.32% | 6.34% | Q1 2021 | Q3 2023 | 11 |
Wealthstar Advisors, LLC | 10 | 10 | 0.22% | 0.27% | 0.32% | Q2 2021 | Q3 2023 | 10 |
WFG Advisors, LP | 10 | 10 | 0.00% | 0.03% | 0.04% | Q1 2015 | Q2 2017 | 10 |
Argentus Capital Management, LLC | 10 | 10 | 0.00% | 0.18% | 0.46% | Q2 2014 | Q3 2016 | 10 |
BlackRock Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 10 |
Freedom Investment Management, Inc. | 10 | 10 | 0.07% | 0.81% | 1.74% | Q2 2021 | Q3 2023 | 10 |
Pensionmark Financial Group, LLC | 8 | 2 | 0.04% | 0.06% | 0.12% | Q2 2019 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HBK Sorce Advisory LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.63% | 1.20% | 1.69% | Q1 2021 | Q3 2023 | 10 |
KINGS POINT CAPITAL MANAGEMENT | 10 | 10 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2022 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Capital Investment Counsel, Inc | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 10 |
Iron Horse Wealth Management, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Front Row Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
SUNTRUST BANKS INC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2019 | 10 |
Solstein Capital, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Risk Paradigm Group, LLC | 8 | 2 | 0.03% | 0.25% | 0.50% | Q3 2015 | Q1 2018 | 10 |
MISSION WEALTH MANAGEMENT, LP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
SPINNAKER TRUST | 10 | 10 | 0.03% | 0.20% | 0.38% | Q4 2020 | Q1 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.05% | 0.11% | 0.18% | Q4 2020 | Q1 2023 | 10 |
Professional Financial Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Sargent Bickham Lagudis LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Neuberger Berman Group LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
AdvisorNet Financial, Inc | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 9 |
Lebenthal Global Advisors, LLC | 8 | 1 | 0.00% | 5.57% | 10.47% | Q4 2020 | Q3 2023 | 9 |
Almanack Investment Partners, LLC. | 9 | 9 | 0.03% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Stone House Investment Management, LLC | 7 | 2 | 0.04% | 0.32% | 0.73% | Q4 2018 | Q3 2023 | 9 |
Guidant Wealth Advisors | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2019 | 9 |
Faithward Advisors, LLC | 9 | 9 | 0.22% | 0.23% | 0.26% | Q3 2021 | Q3 2023 | 9 |
MAI Capital Management | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Atria Investments, Inc | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 8 |
Madison Wealth Partners, Inc | 7 | 1 | 0.13% | 0.15% | 0.18% | Q4 2020 | Q4 2022 | 8 |
PFS Partners, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Wealthcare Advisory Partners LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 8 |
Stonebridge Capital Advisors LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 8 |
COBIZ WEALTH, LLC | 7 | 1 | 0.09% | 0.30% | 0.56% | Q4 2015 | Q2 2019 | 8 |
Charles Schwab Investment Advisory, Inc. | 8 | 8 | 0.14% | 0.23% | 0.36% | Q1 2018 | Q4 2019 | 8 |
FIFTH THIRD SECURITIES, INC. | 6 | 2 | 0.06% | 0.17% | 0.26% | Q3 2021 | Q3 2023 | 8 |
Carroll Financial Associates, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 8 |
Advisors Capital Management, LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Column Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Lifeworks Advisors, LLC | 8 | 8 | 2.51% | 3.12% | 3.81% | Q4 2021 | Q3 2023 | 8 |
JOHNSON INVESTMENT COUNSEL INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bank of New York Mellon Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NEXT Financial Group, Inc | 5 | 3 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q4 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.07% | 0.11% | 0.22% | Q4 2021 | Q3 2023 | 8 |
SOUTHERN CAPITAL ADVISORS, LLC | 8 | 8 | 0.34% | 1.23% | 2.78% | Q4 2021 | Q3 2023 | 8 |
Apexium Financial, LP | 8 | 8 | 0.04% | 0.15% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Charles Schwab Trust Co | 5 | 3 | 0.04% | 0.10% | 0.18% | Q3 2019 | Q4 2022 | 8 |
BDO Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
BOK Financial Private Wealth, Inc. | 6 | 1 | 0.00% | 0.03% | 0.21% | Q1 2020 | Q3 2023 | 8 |
Thrive Capital Management, LLC | 8 | 8 | 0.16% | 0.21% | 0.28% | Q4 2020 | Q3 2022 | 8 |
Buttonwood Financial Advisors Inc. | 8 | 8 | 5.29% | 6.80% | 8.38% | Q4 2021 | Q3 2023 | 8 |
Capital Analysts, LLC | 4 | 4 | 0.00% | 0.07% | 0.26% | Q4 2018 | Q2 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.08% | 0.57% | Q4 2020 | Q4 2022 | 8 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 | 3 | 0.05% | 0.68% | 1.24% | Q2 2018 | Q1 2022 | 8 |
GPS Wealth Strategies Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.97% | 2.59% | 3.59% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.04% | 0.06% | 0.13% | Q4 2021 | Q3 2023 | 8 |
AMERICAN INTERNATIONAL GROUP, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2016 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
GODSEY & GIBB, INC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 7 |
AlphaMark Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 7 |
Realta Investment Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.07% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.09% | 0.20% | 0.36% | Q1 2022 | Q3 2023 | 7 |
LEO BROKERAGE, LLC | 5 | 2 | 0.16% | 0.73% | 1.15% | Q3 2020 | Q2 2022 | 7 |
DEUTSCHE BANK AG\ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2020 | 7 |
Ironwood Financial, llc | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2021 | 7 |
Castle Rock Wealth Management, LLC | 6 | 1 | 0.09% | 0.14% | 0.21% | Q1 2020 | Q1 2022 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.10% | 0.22% | Q3 2019 | Q1 2021 | 7 |
Ameritas Investment Partners, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Larson Financial Group LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 7 |
MUFG Americas Holdings Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
HBW ADVISORY SERVICES LLC | 4 | 1 | 0.06% | 0.59% | 2.09% | Q2 2020 | Q4 2022 | 7 |
Essex Financial Services, Inc. | 7 | 7 | 0.01% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Colonial Trust Advisors | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 7 |
Venturi Wealth Management, LLC | 7 | 7 | 0.00% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
CAROLINAS WEALTH CONSULTING LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Barry Investment Advisors, LLC | 7 | 7 | 1.58% | 2.33% | 3.00% | Q1 2022 | Q3 2023 | 7 |
Selective Wealth Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
BB&T SECURITIES, LLC | 7 | 7 | 0.00% | 0.07% | 0.18% | Q1 2018 | Q3 2019 | 7 |
Giralda Advisors, LLC | 6 | 6 | 0.30% | 0.67% | 0.82% | Q1 2015 | Q2 2016 | 6 |
Loveless Wealth Management LLC | 6 | 6 | 0.15% | 0.48% | 0.66% | Q1 2021 | Q2 2022 | 6 |
Sequent Asset Management, LLC | 6 | 6 | 0.34% | 0.42% | 0.49% | Q2 2022 | Q3 2023 | 6 |
Virtu KCG Holdings LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q4 2016 | 6 |
American Trust | 6 | 6 | 0.02% | 0.04% | 0.09% | Q1 2022 | Q2 2023 | 6 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2023 | 6 |
Orion Portfolio Solutions, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 6 |
Baystate Wealth Management LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
Laurel Wealth Advisors, Inc. | 6 | 6 | 0.04% | 0.15% | 0.23% | Q1 2020 | Q2 2021 | 6 |
FDx Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2018 | 6 |
SG Americas Securities, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2017 | 6 |
Artemis Wealth Advisors, LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Pacific Center for Financial Services | 6 | 6 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q1 2018 | 6 |
AllSquare Wealth Management LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 6 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Continuum Advisory, LLC | 2 | 1 | 0.03% | 0.07% | 0.21% | Q1 2020 | Q3 2023 | 6 |
MSI Financial Services Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
LWS Wealth Advisors, Inc. | 6 | 6 | 1.53% | 2.79% | 3.56% | Q4 2019 | Q1 2021 | 6 |
Dakota Wealth Management | 6 | 6 | 0.02% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 6 |
MATHER GROUP, LLC. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 6 |
One Capital Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q1 2023 | 6 |
Teamwork Financial Advisors, LLC | 3 | 3 | 0.10% | 0.13% | 0.14% | Q2 2020 | Q3 2022 | 6 |
HighMark Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Intellectus Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Valeo Financial Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Weaver Consulting Group | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
Pinnacle Wealth Management Group, Inc. | 6 | 6 | 1.32% | 1.47% | 1.60% | Q1 2022 | Q2 2023 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.02% | 0.06% | 0.11% | Q4 2017 | Q1 2019 | 6 |
SOA Wealth Advisors, LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
RFG Advisory, LLC | 6 | 6 | 0.08% | 0.24% | 0.37% | Q2 2022 | Q3 2023 | 6 |
Kerntke Otto McGlone Wealth Management Group | 6 | 6 | 0.23% | 0.36% | 0.47% | Q1 2020 | Q2 2021 | 6 |
Independent Advisor Alliance | 6 | 6 | 0.02% | 0.05% | 0.17% | Q4 2021 | Q1 2023 | 6 |
Capital Asset Advisory Services LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
WBI INVESTMENTS, LLC | 6 | 6 | 0.07% | 0.20% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Concert Wealth Management Inc. | 4 | 1 | 0.01% | 0.06% | 0.11% | Q4 2014 | Q3 2016 | 5 |
SALEM INVESTMENT COUNSELORS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Prostatis Group LLC | 4 | 1 | 0.01% | 0.87% | 1.57% | Q4 2019 | Q2 2023 | 5 |
CX Institutional | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
SouthState Corp | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
WFA Asset Management Corp | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Claraphi Advisory Network, LLC | 2 | 1 | 0.06% | 0.17% | 0.27% | Q4 2018 | Q2 2022 | 5 |
RAYMOND JAMES TRUST N.A. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Ellevest, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 5 |
TimeScale Financial, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 5 |
EP Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
Grace Capital | 4 | 1 | 0.08% | 0.12% | 0.15% | Q2 2019 | Q3 2020 | 5 |
MKD WEALTH COACHES, LLC | 3 | 2 | 0.61% | 0.72% | 0.83% | Q4 2018 | Q1 2020 | 5 |
Legacy Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.12% | 0.21% | 0.27% | Q4 2021 | Q3 2023 | 5 |
Lake Point Wealth Management | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
BECK CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.12% | 0.31% | 0.64% | Q4 2017 | Q1 2019 | 5 |
Sonora Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
CITY HOLDING CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
BIEGEL & WALLER LLC | 5 | 5 | 3.45% | 7.13% | 8.41% | Q4 2016 | Q4 2017 | 5 |
First Personal Financial Services | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
KFA Private Wealth Group, LLC | 5 | 5 | 3.49% | 3.84% | 4.11% | Q4 2019 | Q4 2020 | 5 |
PACIFIC SUN FINANCIAL CORP | 4 | 1 | 0.15% | 0.22% | 0.24% | Q1 2022 | Q2 2023 | 5 |
PROFESSIONAL PLANNING | 4 | 1 | 0.14% | 0.25% | 0.30% | Q2 2020 | Q3 2021 | 5 |
SMITH SHELLNUT WILSON LLC /ADV | 5 | 5 | 2.60% | 2.77% | 3.08% | Q4 2018 | Q4 2019 | 5 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Private Ocean, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 4 |
Q3 Asset Management | 4 | 4 | 0.80% | 2.06% | 2.78% | Q1 2022 | Q4 2022 | 4 |
Baird Financial Group, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 4 |
WARNER FINANCIAL, INC | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 3.12% | 3.19% | 3.27% | Q4 2022 | Q3 2023 | 4 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 4 |
PFG Advisors | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Cutler Group LLC / CA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Psagot Value Holdings Ltd. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q4 2015 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Fiera Capital Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 4 |
IronBridge Private Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Keystone Financial Group | 3 | 1 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q1 2021 | 4 |
Eley Financial Management, Inc | 4 | 4 | 2.19% | 2.33% | 2.59% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 4 |
Bogart Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Miracle Mile Advisors, LLC | 4 | 4 | 0.04% | 0.11% | 0.23% | Q4 2022 | Q3 2023 | 4 |
WULFF, HANSEN & CO. | 4 | 4 | 0.48% | 0.51% | 0.55% | Q4 2021 | Q3 2022 | 4 |
Gemmer Asset Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 4 |
Prospera Financial Services Inc | 2 | 1 | 0.01% | 0.06% | 0.11% | Q3 2015 | Q1 2022 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.08% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Brookstone Capital Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Advocacy Wealth Management Services, LLC | 4 | 4 | 0.35% | 0.42% | 0.52% | Q1 2022 | Q4 2022 | 4 |
Carr Financial Group Corp | 4 | 4 | 1.56% | 1.58% | 1.62% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
LVZ, Inc. | 4 | 4 | 1.44% | 4.02% | 4.99% | Q2 2020 | Q1 2021 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.28% | 0.31% | 0.33% | Q4 2021 | Q3 2022 | 4 |
Kistler-Tiffany Companies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Rockefeller Capital Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Financial Architects, Inc | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2020 | 4 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
RPG Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Marotta Asset Management | 3 | 3 | 0.09% | 0.23% | 0.38% | Q2 2023 | Q4 2023 | 3 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 3 |
Investment Advisory Group, LLC | 2 | 1 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 1.82% | 1.92% | 2.08% | Q1 2023 | Q3 2023 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2015 | Q3 2015 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.02% | 0.05% | 0.10% | Q3 2021 | Q1 2022 | 3 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.27% | 0.28% | 0.31% | Q4 2022 | Q3 2023 | 3 |
FLC Capital Advisors | 3 | 3 | 0.10% | 0.11% | 0.11% | Q2 2019 | Q4 2019 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
GLENMEDE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
OPPENHEIMER & CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Filbrandt Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Sequoia Wealth Management, LLC | 2 | 1 | 0.22% | 0.29% | 0.42% | Q4 2018 | Q3 2019 | 3 |
Bank of New Hampshire | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Cornerstone Wealth Group, LLC | 3 | 3 | 0.34% | 0.42% | 0.46% | Q1 2019 | Q3 2019 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.16% | 0.22% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Princeton Global Asset Management LLC | 2 | 1 | 0.01% | 0.05% | 0.09% | Q2 2020 | Q4 2022 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.04% | 0.06% | 0.10% | Q1 2020 | Q3 2020 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q4 2017 | Q2 2018 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.27% | 0.38% | 0.45% | Q3 2020 | Q1 2021 | 3 |
NorthLanding Financial Partners, LLC | 3 | 3 | 0.27% | 0.30% | 0.34% | Q3 2022 | Q1 2023 | 3 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 3 |
TrinityPoint Wealth, LLC | 3 | 3 | 0.05% | 0.08% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Vigilant Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Virtus ETF Advisers LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q3 2018 | 3 |
Willingdon Wealth Management | 3 | 3 | 0.26% | 0.35% | 0.50% | Q2 2015 | Q4 2015 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Parisi Gray Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
HM PAYSON & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Family Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
High Falls Advisors, Inc | 3 | 3 | 0.56% | 0.57% | 0.57% | Q4 2015 | Q2 2016 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q1 2023 | 3 |
US BANCORP \DE\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Beaumont Capital Management, LLC | 3 | 3 | 0.12% | 0.14% | 0.18% | Q3 2021 | Q1 2022 | 3 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.07% | 0.33% | 0.57% | Q4 2015 | Q3 2017 | 3 |
Farmers & Merchants Trust Co of Chambersburg PA | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
LexAurum Advisors, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 1.10% | 1.12% | 1.16% | Q4 2020 | Q2 2021 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Clear Perspectives Financial Planning, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 3 |
Systelligence, LLC | 2 | 2 | 0.10% | 0.38% | 0.66% | Q1 2020 | Q2 2020 | 2 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
WealthCare Investment Partners, LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Providence Capital Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Carnegie Capital Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2020 | 2 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.39% | 0.78% | Q4 2018 | Q3 2020 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
City State Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Jefferies Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
WMG Financial Advisors, LLC | 2 | 2 | 0.38% | 0.40% | 0.42% | Q4 2021 | Q1 2022 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Grove Bank & Trust | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Watson Rebecca | 2 | 2 | 0.46% | 0.52% | 0.57% | Q2 2020 | Q3 2020 | 2 |
G&S Capital LLC | 2 | 2 | 0.86% | 0.90% | 0.93% | Q3 2020 | Q4 2020 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.26% | 0.29% | 0.32% | Q4 2022 | Q3 2023 | 2 |
Cornerstone Management, Inc. | 2 | 2 | 0.24% | 0.25% | 0.25% | Q1 2018 | Q2 2018 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
1776 Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Retirement Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.06% | 0.11% | Q4 2021 | Q2 2023 | 2 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q1 2021 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
GSA CAPITAL PARTNERS LLP | 2 | 2 | 0.07% | 0.09% | 0.10% | Q1 2023 | Q2 2023 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
TRUE Private Wealth Advisors | 1 | 1 | 0.06% | 1.56% | 3.05% | Q4 2015 | Q4 2018 | 2 |
Quantitative Strategies, Inc. | 2 | 2 | 4.71% | 4.74% | 4.76% | Q2 2023 | Q3 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q3 2016 | Q2 2023 | 2 |
Asset Planning Services, Ltd. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2020 | Q3 2020 | 2 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
KCM INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LS Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TTP Investments, Inc. | 1 | 1 | 3.68% | 3.68% | 3.68% | Q3 2018 | Q3 2018 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 1.41% | 1.41% | 1.41% | Q1 2020 | Q1 2020 | 1 |
Grant/GrossMendelsohn, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Legal Advantage Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2017 | Q3 2017 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Timber Creek Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Fernwood Investment Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
Portfolio Strategies, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
AMERICAN NATIONAL BANK | 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 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IRONWOOD WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Trexquant Investment LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 4.06% | 4.06% | 4.06% | Q2 2020 | Q2 2020 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Community Bank, N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Cornell Pochily Investment Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
PLANNING DIRECTIONS INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2020 | Q1 2020 | 1 |
UBS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
AT Bancorp | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Wealth Advisors of Tampa Bay, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2022 | Q2 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Cordasco Financial Network | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Belmont Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
FORTE ASSET MANAGEMENT LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2022 | Q4 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own FIDELITY COVINGTON TRUST or have owned FIDELITY COVINGTON TRUST in the past.