Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 108 |
Citadel Advisors | 31 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 72 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 58 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 43 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.01% | 0.34% | 1.36% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.02% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 37 | 4 | 0.03% | 0.13% | 0.71% | Q2 2013 | Q3 2023 | 41 |
Hartford Financial Management Inc. | 26 | 15 | 1.25% | 2.58% | 4.35% | Q2 2013 | Q3 2023 | 41 |
D.A. DAVIDSON & CO. | 28 | 13 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 41 |
McKinley Carter Wealth Services, Inc. | 41 | 41 | 0.12% | 2.50% | 6.98% | Q3 2013 | Q3 2023 | 41 |
Prospera Financial Services Inc | 23 | 3 | 0.04% | 0.15% | 1.01% | Q2 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 39 |
ENVESTNET ASSET MANAGEMENT INC | 38 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
Hudock, Inc. | 38 | 38 | 0.00% | 0.11% | 1.39% | Q2 2013 | Q3 2022 | 38 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 10 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
Creative Planning | 18 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
US BANCORP \DE\ | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 26 | 1 | 0.02% | 0.04% | 0.10% | Q3 2013 | Q3 2023 | 37 |
Private Advisor Group, LLC | 18 | 1 | 0.00% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 37 |
JUNCTURE WEALTH STRATEGIES, LLC | 37 | 37 | 0.36% | 0.86% | 1.71% | Q4 2014 | Q4 2023 | 37 |
Tortoise Investment Management, LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2021 | 36 |
ATWOOD & PALMER INC | 21 | 15 | 0.00% | 0.11% | 0.30% | Q2 2013 | Q3 2023 | 36 |
Cetera Advisor Networks LLC | 35 | 1 | 0.01% | 0.05% | 0.12% | Q3 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 36 |
Cetera Advisors LLC | 22 | 14 | 0.00% | 0.04% | 0.08% | Q3 2014 | Q3 2023 | 36 |
Ancora Advisors LLC | 22 | 2 | 0.05% | 0.19% | 0.46% | Q2 2013 | Q3 2023 | 35 |
BANK OF MONTREAL /CAN/ | 33 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 35 |
Sandy Spring Bank | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
B. Riley Wealth Advisors, Inc. | 24 | 2 | 0.00% | 0.20% | 0.52% | Q2 2013 | Q3 2023 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 34 |
Tower Research Capital LLC (TRC) | 21 | 2 | 0.00% | 0.18% | 1.12% | Q2 2014 | Q3 2023 | 34 |
Janney Montgomery Scott LLC | 18 | 2 | 0.02% | 0.08% | 0.34% | Q3 2013 | Q3 2023 | 33 |
STEPHENS INC /AR/ | 22 | 11 | 0.01% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 33 |
Sigma Planning Corp | 27 | 5 | 0.02% | 0.09% | 0.30% | Q4 2014 | Q3 2023 | 32 |
RPG Investment Advisory, LLC | 32 | 32 | 0.02% | 1.02% | 1.94% | Q4 2015 | Q3 2023 | 32 |
Ameritas Investment Partners, Inc. | 21 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 32 |
First Heartland Consultants, Inc. | 15 | 3 | 0.05% | 0.43% | 1.09% | Q2 2013 | Q3 2023 | 32 |
CWM, LLC | 20 | 3 | 0.00% | 0.03% | 0.50% | Q3 2015 | Q3 2023 | 31 |
Cutler Group LLC / CA | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2022 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Bedell Frazier Investment Counselling, LLC | 23 | 1 | 0.17% | 0.31% | 0.69% | Q2 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.02% | 0.07% | 0.17% | Q4 2015 | Q3 2023 | 31 |
MCF Advisors LLC | 13 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 30 |
SignalPoint Asset Management, LLC | 25 | 5 | 0.28% | 0.55% | 0.79% | Q1 2016 | Q3 2023 | 30 |
Brown Advisory Securities, LLC | 28 | 2 | 0.08% | 0.43% | 1.40% | Q1 2015 | Q3 2022 | 30 |
BLAIR WILLIAM & CO/IL | 23 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.07% | 0.27% | Q4 2013 | Q4 2020 | 29 |
Financial Enhancement Group LLC | 22 | 7 | 0.00% | 0.57% | 2.40% | Q2 2015 | Q3 2023 | 29 |
First Allied Advisory Services, Inc. | 23 | 1 | 0.01% | 0.07% | 0.17% | Q2 2013 | Q3 2020 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 14 | 14 | 0.00% | 0.02% | 0.21% | Q2 2014 | Q4 2021 | 28 |
MUFG Americas Holdings Corp | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2022 | 28 |
Shepherd Financial Partners LLC | 28 | 28 | 0.04% | 0.07% | 0.22% | Q4 2016 | Q3 2023 | 28 |
GOLDMAN SACHS GROUP INC | 20 | 1 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 28 |
BARCLAYS PLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 28 |
Kovack Advisors, Inc. | 25 | 1 | 0.03% | 0.13% | 0.28% | Q4 2015 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 27 |
RAYMOND JAMES TRUST N.A. | 27 | 27 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q4 2021 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
NewEdge Advisors, LLC | 11 | 1 | 0.01% | 0.58% | 3.64% | Q4 2014 | Q3 2023 | 27 |
Oxbow Advisors, LLC | 27 | 27 | 0.12% | 0.30% | 0.72% | Q1 2017 | Q3 2023 | 27 |
WEDBUSH SECURITIES INC | 13 | 1 | 0.01% | 0.06% | 0.18% | Q3 2013 | Q4 2021 | 26 |
SIGNATUREFD, LLC | 20 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2019 | 26 |
Gradient Investments LLC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 26 |
Carroll Financial Associates, Inc. | 26 | 26 | 0.00% | 0.00% | 0.04% | Q3 2015 | Q4 2021 | 26 |
Jacobi Capital Management LLC | 25 | 25 | 0.04% | 0.06% | 0.10% | Q3 2017 | Q3 2023 | 25 |
MML INVESTORS SERVICES, LLC | 23 | 2 | 0.00% | 0.07% | 0.25% | Q2 2017 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.03% | 0.11% | Q1 2017 | Q3 2023 | 25 |
Advisory Services Network, LLC | 16 | 1 | 0.00% | 0.07% | 0.30% | Q4 2013 | Q1 2023 | 25 |
Texas Yale Capital Corp. | 25 | 25 | 0.06% | 0.10% | 0.13% | Q3 2017 | Q3 2023 | 25 |
Financial Advocates Investment Management | 24 | 24 | 0.03% | 0.08% | 0.21% | Q4 2017 | Q3 2023 | 24 |
BB&T SECURITIES, LLC | 15 | 9 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q3 2019 | 24 |
RWA WEALTH PARTNERS, LLC | 24 | 24 | 0.02% | 0.36% | 0.83% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.06% | 0.13% | Q4 2017 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q2 2023 | 24 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.71% | 1.22% | 1.88% | Q1 2018 | Q3 2023 | 23 |
FIRST TRUST ADVISORS LP | 11 | 4 | 0.00% | 0.75% | 3.15% | Q1 2014 | Q3 2023 | 23 |
FIFTH THIRD BANCORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q2 2022 | 23 |
Private Ocean, LLC | 23 | 23 | 0.01% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 23 |
AE Wealth Management LLC | 23 | 23 | 0.00% | 0.02% | 0.12% | Q1 2018 | Q3 2023 | 23 |
BALDWIN BROTHERS LLC/MA | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2023 | 23 |
Cornell Pochily Investment Advisors, Inc. | 23 | 23 | 0.09% | 0.17% | 0.25% | Q1 2018 | Q3 2023 | 23 |
CREDIT SUISSE AG/ | 19 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q1 2023 | 22 |
Snowden Capital Advisors LLC | 14 | 8 | 0.01% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 22 |
Koshinski Asset Management, Inc. | 7 | 2 | 0.06% | 0.12% | 0.33% | Q1 2015 | Q1 2023 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.04% | 0.12% | 0.29% | Q2 2018 | Q3 2023 | 22 |
1ST SOURCE BANK | 20 | 2 | 0.02% | 0.09% | 0.18% | Q2 2015 | Q3 2023 | 22 |
Voya Financial Advisors, Inc. | 22 | 22 | 0.01% | 0.07% | 0.38% | Q1 2015 | Q2 2020 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 18 | 1 | 0.01% | 0.07% | 0.21% | Q4 2016 | Q3 2023 | 21 |
Milestone Advisory Partners | 10 | 3 | 0.14% | 0.20% | 0.28% | Q4 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Modera Wealth Management, LLC | 18 | 1 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q4 2021 | 21 |
Regal Investment Advisors LLC | 10 | 1 | 0.02% | 0.13% | 0.27% | Q1 2014 | Q3 2023 | 21 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q3 2022 | 20 |
Eukles Asset Management | 20 | 20 | 0.04% | 0.16% | 0.47% | Q4 2018 | Q3 2023 | 20 |
HL FINANCIAL SERVICES LLC | 11 | 2 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q1 2019 | 20 |
Mascoma Wealth Management LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 20 |
RFG Advisory, LLC | 17 | 3 | 0.01% | 0.08% | 0.15% | Q3 2017 | Q4 2022 | 20 |
TFG Advisers LLC | 20 | 20 | 0.17% | 0.35% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Endurance Wealth Management, Inc. | 20 | 20 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q2 2023 | 20 |
Transamerica Financial Advisors, Inc. | 10 | 1 | 0.00% | 0.46% | 1.90% | Q4 2014 | Q2 2020 | 19 |
LAKE STREET PRIVATE WEALTH, LLC | 19 | 19 | 0.09% | 0.16% | 0.36% | Q1 2019 | Q3 2023 | 19 |
Clarus Wealth Advisors | 13 | 1 | 0.02% | 0.17% | 0.34% | Q2 2018 | Q2 2023 | 19 |
Stratos Wealth Partners, LTD. | 11 | 1 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q4 2021 | 19 |
Capital Analysts, LLC | 19 | 19 | 0.00% | 0.05% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Sunbelt Securities, Inc. | 18 | 1 | 0.03% | 0.13% | 0.34% | Q4 2016 | Q3 2023 | 19 |
PINNACLE ASSOCIATES LTD | 12 | 7 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
NORTHERN TRUST CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2021 | 19 |
BENJAMIN EDWARDS INC | 18 | 18 | 0.01% | 0.07% | 0.18% | Q2 2019 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 18 |
Global Retirement Partners, LLC | 10 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 18 |
RDA Financial Network | 18 | 18 | 0.15% | 0.21% | 0.27% | Q2 2019 | Q3 2023 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 1 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 18 |
Mutual Advisors, LLC | 14 | 4 | 0.03% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 18 |
WINTRUST INVESTMENTS LLC | 16 | 2 | 0.02% | 0.16% | 0.25% | Q4 2016 | Q2 2021 | 18 |
Cetera Investment Advisers | 13 | 1 | 0.00% | 0.03% | 0.13% | Q3 2018 | Q3 2023 | 18 |
NewSquare Capital LLC | 12 | 6 | 0.00% | 1.93% | 4.39% | Q4 2013 | Q4 2019 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2017 | 18 |
Dynamic Advisor Solutions LLC | 13 | 1 | 0.04% | 0.20% | 0.38% | Q2 2014 | Q1 2019 | 17 |
North Star Investment Management Corp. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Kingsview Wealth Management, LLC | 10 | 1 | 0.02% | 0.23% | 0.62% | Q1 2017 | Q1 2023 | 17 |
PFG Advisors | 9 | 4 | 0.03% | 0.26% | 0.61% | Q4 2018 | Q2 2023 | 17 |
Moors & Cabot, Inc. | 10 | 7 | 0.06% | 0.12% | 0.27% | Q4 2015 | Q3 2023 | 17 |
BlackRock Inc. | 11 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 17 |
HighTower Advisors, LLC | 7 | 1 | 0.00% | 0.03% | 0.10% | Q2 2014 | Q3 2023 | 17 |
Westside Investment Management, Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2022 | 17 |
M&R CAPITAL MANAGEMENT INC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2020 | 17 |
JNBA Financial Advisors | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2018 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.18% | 0.27% | 0.35% | Q3 2019 | Q3 2023 | 17 |
CAPTRUST FINANCIAL ADVISORS | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2022 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Laird Norton Wetherby Wealth Management, LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q4 2021 | 16 |
SG Americas Securities, LLC | 15 | 1 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q2 2018 | 16 |
IFG Advisory, LLC | 15 | 1 | 0.03% | 0.10% | 0.18% | Q3 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
J&P(CHINA)CAPITAL MANAGEMENT CO.,LTD | 16 | 16 | 0.00% | 1.35% | 2.54% | Q4 2014 | Q3 2018 | 16 |
Clear Harbor Asset Management, LLC | 16 | 16 | 0.04% | 0.21% | 0.27% | Q4 2019 | Q3 2023 | 16 |
Capital Investment Advisory Services, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Horizon Investments, LLC | 11 | 4 | 0.02% | 0.06% | 0.17% | Q2 2013 | Q2 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 15 |
HUNTINGTON NATIONAL BANK | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2019 | 15 |
WFG Advisors, LP | 14 | 1 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q1 2017 | 15 |
LINCOLN NATIONAL CORP | 15 | 15 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q1 2023 | 15 |
McGuire Investment Group, LLC | 6 | 1 | 0.78% | 1.06% | 1.50% | Q3 2018 | Q3 2023 | 15 |
Western Wealth Management, LLC | 8 | 7 | 0.02% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 15 |
CHURCHILL MANAGEMENT Corp | 9 | 6 | 0.12% | 0.86% | 7.49% | Q2 2013 | Q3 2018 | 15 |
Gladstone Institutional Advisory LLC | 12 | 3 | 0.04% | 0.15% | 0.34% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.08% | 0.15% | Q2 2016 | Q4 2019 | 15 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.44% | 1.55% | Q4 2015 | Q4 2022 | 15 |
HOEY INVESTMENTS, INC | 12 | 3 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 15 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2021 | 15 |
WealthShield Partners, LLC | 7 | 1 | 0.00% | 0.07% | 0.21% | Q4 2017 | Q3 2023 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 1.02% | 1.60% | 2.46% | Q1 2018 | Q2 2023 | 15 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2018 | 15 |
NOMURA ASSET MANAGEMENT CO LTD | 9 | 1 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q1 2020 | 14 |
Truvestments Capital LLC | 5 | 1 | 0.01% | 0.11% | 0.32% | Q3 2018 | Q4 2022 | 14 |
American Financial Advisors, LLC | 9 | 5 | 0.06% | 0.09% | 0.10% | Q1 2020 | Q3 2023 | 14 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.03% | 0.10% | Q1 2019 | Q3 2023 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.01% | 0.10% | 0.28% | Q2 2020 | Q3 2023 | 14 |
Equitable Holdings, Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Karp Capital Management Corp | 12 | 2 | 0.13% | 1.19% | 2.10% | Q2 2018 | Q4 2021 | 14 |
Cambridge Advisors Inc. | 14 | 14 | 0.06% | 0.13% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MGO ONE SEVEN LLC | 12 | 2 | 0.02% | 0.15% | 0.39% | Q4 2017 | Q3 2021 | 14 |
COUNTRY TRUST BANK | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2023 | 14 |
BROWN ADVISORY INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2020 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.01% | 0.47% | 1.49% | Q2 2013 | Q4 2016 | 14 |
SPC Financial, Inc. | 9 | 4 | 0.07% | 0.29% | 0.59% | Q4 2013 | Q2 2019 | 13 |
Ironwood Financial, llc | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2021 | 13 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 1 | 0.02% | 0.10% | 0.48% | Q1 2019 | Q2 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.05% | 0.13% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.05% | 0.12% | 0.26% | Q3 2020 | Q3 2023 | 13 |
Meridian Wealth Management, LLC | 12 | 1 | 0.02% | 0.07% | 0.12% | Q2 2019 | Q3 2023 | 13 |
NAVELLIER & ASSOCIATES INC | 3 | 1 | 0.07% | 1.56% | 3.49% | Q3 2014 | Q3 2023 | 13 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 2 | 0.01% | 0.05% | 0.12% | Q4 2016 | Q4 2020 | 13 |
First PREMIER Bank | 7 | 6 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Spectrum Wealth Advisory Group, LLC | 13 | 13 | 0.27% | 2.49% | 3.31% | Q2 2019 | Q2 2022 | 13 |
Arkadios Wealth Advisors | 7 | 1 | 0.00% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 12 |
Freedom Investment Management, Inc. | 12 | 12 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q4 2021 | 12 |
Hochman Cole Investment Advisors, Inc. | 12 | 12 | 0.18% | 0.24% | 0.32% | Q4 2018 | Q3 2021 | 12 |
Berger Financial Group, Inc | 12 | 12 | 1.92% | 2.81% | 4.04% | Q4 2020 | Q3 2023 | 12 |
Axiom Investment Management LLC | 12 | 12 | 0.02% | 0.18% | 0.51% | Q1 2019 | Q4 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
FOUNDERS FINANCIAL SECURITIES LLC | 7 | 1 | 0.12% | 0.33% | 0.50% | Q4 2013 | Q2 2019 | 12 |
Cutter & CO Brokerage, Inc. | 9 | 3 | 0.08% | 0.24% | 0.48% | Q4 2016 | Q4 2019 | 12 |
Valeo Financial Advisors, LLC | 8 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
WADE G W & INC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.06% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 12 |
Integrated Wealth Concepts LLC | 12 | 12 | 0.01% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Front Row Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
Oder Investment Management, LLC | 12 | 12 | 0.45% | 0.61% | 0.78% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 12 |
Diversified, LLC | 12 | 12 | 0.10% | 0.24% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Waverly Advisors, LLC | 9 | 3 | 0.00% | 0.06% | 0.10% | Q2 2014 | Q3 2023 | 12 |
WealthPLAN Partners, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q2 2023 | 12 |
Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Global Wealth Management Investment Advisory, Inc. | 10 | 1 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2021 | 11 |
Valentine Capital Asset Management, Inc. | 11 | 11 | 0.93% | 1.62% | 2.58% | Q2 2013 | Q4 2015 | 11 |
Virtue Capital Management, LLC | 8 | 1 | 0.04% | 0.20% | 0.87% | Q3 2018 | Q3 2023 | 11 |
Campbell Wealth Management | 10 | 1 | 0.02% | 0.04% | 0.04% | Q2 2020 | Q2 2023 | 11 |
Wagner Wealth Management, LLC | 6 | 5 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Destiny Wealth Partners, LLC | 11 | 11 | 0.06% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Aptus Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Clearstead Advisors, LLC | 8 | 3 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 11 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 11 | 11 | 0.16% | 0.58% | 1.54% | Q4 2020 | Q2 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Advisors Preferred, LLC | 5 | 1 | 0.00% | 0.34% | 1.20% | Q4 2013 | Q3 2020 | 11 |
FISHMAN JAY A LTD/MI | 10 | 10 | 0.05% | 0.19% | 0.28% | Q1 2015 | Q2 2017 | 10 |
Crumly & Associates Inc. | 10 | 10 | 0.32% | 2.87% | 4.85% | Q4 2019 | Q1 2022 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
J Arnold Wealth Management Co | 6 | 1 | 0.11% | 2.22% | 5.59% | Q4 2019 | Q1 2023 | 10 |
Continuum Advisory, LLC | 6 | 4 | 0.18% | 0.23% | 0.29% | Q1 2018 | Q4 2021 | 10 |
IHT Wealth Management, LLC | 5 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 10 |
ELEMENT POINTE ADVISORS, LLC | 10 | 10 | 0.08% | 0.12% | 0.16% | Q1 2019 | Q2 2021 | 10 |
Golden State Wealth Management, LLC | 6 | 1 | 0.04% | 0.08% | 0.10% | Q1 2019 | Q4 2021 | 10 |
WESPAC Advisors SoCal, LLC | 9 | 1 | 0.18% | 0.38% | 0.62% | Q4 2015 | Q1 2022 | 10 |
BECK CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.21% | 1.44% | 2.21% | Q4 2013 | Q4 2019 | 10 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 5 | 5 | 0.06% | 0.11% | 0.14% | Q2 2013 | Q1 2016 | 10 |
SMITH HAYES Advisers, Inc | 10 | 10 | 0.11% | 0.19% | 0.32% | Q3 2013 | Q4 2015 | 10 |
Hilltop Holdings Inc. | 8 | 1 | 0.30% | 0.33% | 0.36% | Q1 2015 | Q4 2017 | 10 |
Madden Advisory Services, Inc. | 7 | 1 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q1 2017 | 10 |
PICTON MAHONEY ASSET MANAGEMENT | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2016 | 10 |
TSFG, LLC | 8 | 2 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q2 2023 | 10 |
Crestone Asset Management LLC | 10 | 10 | 0.09% | 0.70% | 1.13% | Q4 2018 | Q1 2021 | 10 |
BAROMETER CAPITAL MANAGEMENT INC. | 6 | 4 | 0.05% | 0.26% | 0.75% | Q1 2014 | Q1 2019 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.01% | 0.08% | 0.23% | Q3 2020 | Q3 2023 | 10 |
Perigon Wealth Management, LLC | 5 | 1 | 0.01% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 10 |
Harborview Advisors, LLC | 8 | 2 | 0.16% | 0.19% | 0.22% | Q1 2019 | Q3 2021 | 10 |
Independent Advisor Alliance | 7 | 1 | 0.04% | 0.21% | 1.03% | Q4 2018 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.06% | 0.14% | 0.24% | Q1 2021 | Q3 2023 | 10 |
IFC Holdings Incorporated/FL | 9 | 9 | 0.29% | 0.37% | 0.42% | Q3 2013 | Q3 2015 | 9 |
VSR Financial Services, Inc. | 9 | 9 | 0.10% | 0.16% | 0.22% | Q4 2013 | Q4 2015 | 9 |
CENTAURUS FINANCIAL, INC. | 8 | 1 | 0.00% | 0.05% | 0.12% | Q2 2018 | Q4 2021 | 9 |
SII INVESTMENTS INC/WI | 9 | 9 | 0.03% | 0.08% | 0.13% | Q2 2014 | Q2 2016 | 9 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2021 | 9 |
Integrated Advisors Network LLC | 5 | 4 | 0.05% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 9 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 1 | 0.21% | 0.33% | 0.56% | Q3 2015 | Q1 2020 | 9 |
TPG Financial Advisors, LLC | 9 | 9 | 1.26% | 1.41% | 1.67% | Q2 2020 | Q2 2022 | 9 |
Allworth Financial LP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 9 |
ASSETMARK, INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 9 |
C M BIDWELL & ASSOCIATES LTD | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 9 |
CUE ADVISORY SERVICES, INC. | 5 | 4 | 0.21% | 0.45% | 0.75% | Q3 2015 | Q3 2018 | 9 |
PECAUT & CO. | 9 | 9 | 0.26% | 0.48% | 0.58% | Q3 2021 | Q3 2023 | 9 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.18% | 0.55% | Q2 2013 | Q2 2019 | 9 |
Mosaic Family Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
SevenBridge Financial Group, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 9 |
Financial Partners Group, Inc | 9 | 9 | 0.05% | 0.31% | 0.71% | Q1 2020 | Q1 2022 | 9 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 2 | 0.09% | 0.66% | 1.11% | Q2 2018 | Q4 2020 | 9 |
Capital Asset Advisory Services LLC | 8 | 1 | 0.06% | 0.50% | 0.62% | Q2 2017 | Q2 2020 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.10% | 0.24% | 0.38% | Q4 2019 | Q4 2021 | 9 |
Global Trust Asset Management, LLC | 5 | 1 | 0.01% | 0.11% | 0.50% | Q1 2018 | Q3 2023 | 9 |
STERNE AGEE GROUP, INC. | 8 | 8 | 0.23% | 0.39% | 0.82% | Q2 2013 | Q1 2015 | 8 |
Somerset Group LLC | 4 | 1 | 1.89% | 2.45% | 3.56% | Q4 2014 | Q3 2018 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
MILLENNIUM MANAGEMENT LLC | 4 | 4 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q2 2020 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SeaCrest Wealth Management, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q2 2022 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.03% | 0.24% | Q4 2021 | Q3 2023 | 8 |
SFI Advisors, LLC | 8 | 8 | 2.03% | 3.25% | 3.88% | Q4 2021 | Q3 2023 | 8 |
BREITER CAPITAL MANAGEMENT INC | 4 | 4 | 0.13% | 0.20% | 0.30% | Q1 2020 | Q1 2022 | 8 |
KENFARB & CO. | 8 | 8 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Selective Wealth Management, Inc. | 8 | 8 | 0.02% | 0.07% | 0.14% | Q4 2020 | Q3 2022 | 8 |
Apriem Advisors | 4 | 1 | 0.01% | 0.04% | 0.10% | Q2 2014 | Q3 2018 | 8 |
Moloney Securities Asset Management, LLC | 8 | 8 | 0.28% | 0.35% | 0.40% | Q1 2018 | Q4 2019 | 8 |
B. Riley Wealth Management, Inc. | 8 | 8 | 0.01% | 0.29% | 1.00% | Q1 2014 | Q4 2015 | 8 |
Kavar Capital Partners, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q2 2019 | 8 |
M&T BANK CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2019 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.25% | 0.29% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.02% | 0.12% | Q1 2019 | Q1 2021 | 8 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
MAI Capital Management | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.68% | 0.85% | 1.08% | Q4 2021 | Q3 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.26% | 0.31% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Squar Milner Financial Services LLC | 5 | 3 | 0.04% | 0.10% | 0.16% | Q2 2018 | Q2 2020 | 8 |
Simplicity Solutions, LLC | 5 | 3 | 0.01% | 0.03% | 0.09% | Q3 2018 | Q4 2020 | 8 |
FLAGSTAR ADVISORS INC | 7 | 1 | 0.04% | 0.17% | 0.22% | Q3 2021 | Q3 2023 | 8 |
Maryland Capital Management | 5 | 1 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2022 | 8 |
NATIONAL PLANNING CORP | 8 | 8 | 0.02% | 0.04% | 0.07% | Q1 2014 | Q4 2015 | 8 |
Ruggie Capital Group | 8 | 8 | 0.11% | 1.03% | 1.91% | Q4 2017 | Q3 2019 | 8 |
CALTON & ASSOCIATES, INC. | 7 | 1 | 0.00% | 0.11% | 0.20% | Q4 2017 | Q4 2021 | 8 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 8 |
Global Financial Private Capital, Inc | 4 | 4 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q1 2020 | 8 |
Bell Rock Capital LLC | 8 | 8 | 0.04% | 0.19% | 0.34% | Q2 2018 | Q1 2020 | 8 |
Atria Investments, Inc | 5 | 1 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SPINNAKER TRUST | 7 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2021 | 8 |
Main Street Financial Solutions, LLC | 5 | 3 | 0.03% | 0.03% | 0.05% | Q4 2020 | Q2 2023 | 8 |
Jaffetilchin Investment Partners, LLC | 4 | 3 | 0.06% | 0.13% | 0.23% | Q1 2016 | Q4 2019 | 7 |
Formidable Asset Management, LLC | 3 | 1 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q4 2022 | 7 |
WESPAC Advisors, LLC | 3 | 1 | 0.48% | 1.57% | 2.70% | Q3 2013 | Q3 2016 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.07% | 0.20% | 0.43% | Q2 2013 | Q4 2014 | 7 |
Financial Management Professionals, Inc. | 4 | 1 | 0.00% | 0.36% | 1.96% | Q4 2014 | Q2 2023 | 7 |
RiverFront Investment Group, LLC | 7 | 7 | 0.31% | 0.40% | 0.82% | Q2 2014 | Q4 2015 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 6 | 1 | 0.02% | 0.06% | 0.15% | Q4 2016 | Q2 2019 | 7 |
FRANKLIN RESOURCES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 7 |
Investors Capital Advisory Services | 7 | 7 | 0.07% | 0.11% | 0.13% | Q2 2014 | Q4 2015 | 7 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 2 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q2 2019 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 7 |
COMERICA SECURITIES,INC. | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2021 | 7 |
Evercore Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 6 |
White Lighthouse Investment Management Inc. | 4 | 1 | 0.06% | 0.12% | 0.17% | Q4 2017 | Q2 2021 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.25% | 0.33% | 0.38% | Q4 2021 | Q1 2023 | 6 |
IAG Wealth Partners, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.02% | 0.37% | 0.74% | Q1 2019 | Q3 2021 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.53% | 2.50% | Q1 2016 | Q3 2023 | 6 |
Walkner Condon Financial Advisors LLC | 6 | 6 | 0.09% | 0.17% | 0.23% | Q4 2019 | Q1 2021 | 6 |
HHM Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q2 2022 | 6 |
Clearview Wealth Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
DB Wealth Management Group, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Rehmann Capital Advisory Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 6 |
Veritable, L.P. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2015 | 6 |
Strid Group, LLC | 5 | 1 | 0.10% | 1.34% | 7.51% | Q4 2015 | Q2 2018 | 6 |
Laurel Wealth Advisors, Inc. | 5 | 1 | 0.05% | 0.38% | 0.53% | Q3 2018 | Q4 2022 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 6 |
Claraphi Advisory Network, LLC | 5 | 1 | 0.00% | 0.32% | 0.54% | Q3 2018 | Q4 2022 | 6 |
Outlook Wealth Advisors, LLC | 3 | 1 | 0.16% | 0.38% | 0.60% | Q4 2018 | Q3 2023 | 6 |
IMA Wealth, Inc. | 5 | 1 | 0.00% | 1.28% | 1.61% | Q2 2013 | Q3 2018 | 6 |
WealthCare Investment Partners, LLC | 6 | 6 | 0.16% | 0.18% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Migdal Insurance & Financial Holdings Ltd. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2021 | 6 |
Cornerstone Wealth Management, LLC | 3 | 1 | 0.04% | 0.13% | 0.24% | Q1 2018 | Q4 2020 | 6 |
Core Wealth Advisors, Inc. | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2021 | 6 |
Concentrum Wealth Management | 5 | 1 | 0.34% | 0.83% | 2.66% | Q4 2018 | Q2 2020 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
HSBC HOLDINGS PLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 6 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
COMERICA SECURITIES INC | 2 | 1 | 0.02% | 0.07% | 0.16% | Q4 2014 | Q3 2018 | 5 |
Mariner, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2023 | 5 |
LifePlan Financial Group, Inc | 3 | 2 | 0.01% | 1.97% | 3.34% | Q2 2015 | Q1 2019 | 5 |
Certified Advisory Corp | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2020 | 5 |
CENTRAL TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Measured Wealth Private Client Group, LLC | 4 | 1 | 0.02% | 0.36% | 0.79% | Q3 2018 | Q3 2023 | 5 |
Triton Wealth Management, PLLC | 4 | 1 | 0.11% | 0.25% | 0.41% | Q1 2020 | Q2 2021 | 5 |
OPTIMUM INVESTMENT ADVISORS | 3 | 1 | 0.00% | 0.05% | 0.14% | Q1 2015 | Q1 2019 | 5 |
RPg Family Wealth Advisory, LLC | 3 | 2 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q1 2017 | 5 |
Joel Isaacson & Co., LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2016 | 5 |
WMG Financial Advisors, LLC | 4 | 1 | 0.19% | 0.71% | 1.09% | Q4 2021 | Q3 2023 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 1 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2022 | 5 |
TWO SIGMA ADVISERS, LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Pinnacle Advisory Group, Inc. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 5 |
Belpointe Asset Management LLC | 3 | 1 | 0.02% | 0.06% | 0.09% | Q3 2017 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Premia Global Advisors, LLC | 3 | 2 | 0.12% | 0.79% | 1.23% | Q2 2018 | Q3 2019 | 5 |
Stanford Investment Group, Inc. | 3 | 2 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q1 2016 | 5 |
TD Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BANQUE PICTET & CIE SA | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q2 2018 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2022 | 5 |
CUMBERLAND ADVISORS INC | 5 | 5 | 0.06% | 0.29% | 0.62% | Q3 2014 | Q3 2015 | 5 |
Sequoia Wealth Management, LLC | 5 | 5 | 0.32% | 1.12% | 3.07% | Q4 2018 | Q4 2019 | 5 |
Capital Wealth Alliance, LLC | 2 | 1 | 0.00% | 0.21% | 0.32% | Q4 2019 | Q2 2023 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.07% | 0.12% | 0.16% | Q1 2018 | Q1 2019 | 5 |
WealthTrust Fairport, LLC | 3 | 2 | 0.02% | 0.07% | 0.12% | Q3 2015 | Q1 2019 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q2 2016 | 5 |
Bank Julius Baer & Co. Ltd, Zurich | 5 | 5 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q1 2021 | 5 |
Kowal Investment Group, LLC | 5 | 5 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q4 2021 | 5 |
Apeiron RIA LLC | 4 | 1 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.04% | 0.10% | Q1 2015 | Q3 2018 | 5 |
Csenge Advisory Group | 4 | 1 | 0.05% | 0.17% | 0.25% | Q2 2020 | Q3 2023 | 5 |
O'Dell Group, LLC | 4 | 1 | 0.59% | 4.47% | 6.11% | Q3 2018 | Q1 2021 | 5 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 4 | 4 | 0.52% | 0.60% | 0.67% | Q4 2019 | Q3 2020 | 4 |
AVIANCE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.25% | 0.59% | 1.02% | Q2 2018 | Q1 2019 | 4 |
Dorsey Wright & Associates | 4 | 4 | 0.36% | 0.42% | 0.47% | Q3 2018 | Q2 2019 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.06% | 0.11% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 4 |
VICUS CAPITAL | 4 | 4 | 0.12% | 0.16% | 0.22% | Q1 2015 | Q4 2015 | 4 |
tru Independence LLC | 3 | 1 | 0.01% | 0.37% | 0.92% | Q4 2019 | Q2 2021 | 4 |
BESSEMER GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Ausdal Financial Partners, Inc. | 2 | 1 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q2 2023 | 4 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.05% | 3.48% | 6.90% | Q3 2022 | Q3 2023 | 4 |
Thrive Capital Management, LLC | 4 | 4 | 0.28% | 0.45% | 0.60% | Q4 2020 | Q3 2021 | 4 |
SYNOVUS FINANCIAL CORP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2020 | 4 |
Walker Asset Management, LLC | 3 | 1 | 0.16% | 0.18% | 0.19% | Q4 2022 | Q4 2023 | 4 |
ESG Planning | 4 | 4 | 0.62% | 0.93% | 1.12% | Q1 2022 | Q4 2022 | 4 |
TWO SIGMA INVESTMENTS, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Integrated Wealth Management | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.19% | 0.63% | 0.83% | Q4 2018 | Q3 2019 | 4 |
Archer Investment Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
Good Life Advisors, LLC | 3 | 1 | 0.05% | 0.12% | 0.29% | Q1 2017 | Q3 2023 | 4 |
Krilogy Financial LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Concert Wealth Management Inc. | 4 | 4 | 0.03% | 0.15% | 0.27% | Q2 2016 | Q1 2017 | 4 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.10% | 0.43% | 0.80% | Q4 2019 | Q3 2021 | 4 |
Strategic Asset Management, LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q3 2021 | Q2 2022 | 4 |
Keel Point, LLC | 4 | 4 | 0.15% | 1.96% | 3.78% | Q1 2015 | Q4 2015 | 4 |
FIRETHORN WEALTH PARTNERS, LLC | 3 | 1 | 0.18% | 0.23% | 0.28% | Q4 2020 | Q4 2021 | 4 |
Cypress Wealth Services, LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q1 2021 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
V Wealth Advisors LLC | 4 | 4 | 0.09% | 0.17% | 0.23% | Q3 2018 | Q2 2019 | 4 |
Prestige Wealth Management Group LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
WESBANCO BANK INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.35% | 0.37% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Fulcrum Equity Management | 2 | 1 | 0.31% | 2.80% | 8.49% | Q1 2019 | Q3 2023 | 4 |
Parallel Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
Strategic Blueprint, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 4 |
Brinker Capital Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 4 |
Vectors Research Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Ergawealth Advisors, Inc. | 4 | 4 | 0.15% | 0.23% | 0.39% | Q4 2022 | Q3 2023 | 4 |
LBA Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.04% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.41% | 0.72% | Q1 2019 | Q1 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Q3 Asset Management | 3 | 1 | 1.15% | 2.64% | 4.35% | Q4 2019 | Q3 2021 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.19% | 0.23% | 0.29% | Q4 2022 | Q3 2023 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q1 2022 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Partnervest Advisory Services LLC | 3 | 1 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q1 2017 | 4 |
1776 Wealth LLC | 3 | 1 | 0.13% | 0.15% | 0.17% | Q4 2019 | Q4 2021 | 4 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.10% | 0.39% | Q4 2020 | Q3 2023 | 4 |
TCI Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Parisi Gray Wealth Management | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q2 2021 | 4 |
Syntal Capital Partners, LLC | 1 | 1 | 0.18% | 0.25% | 0.31% | Q4 2017 | Q1 2019 | 3 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 3 |
PSI Advisors, LLC | 2 | 1 | 0.00% | 0.09% | 0.27% | Q4 2020 | Q4 2021 | 3 |
Mirae Asset Global Investments Co., Ltd. | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q3 2015 | 3 |
WESTPORT RESOURCES MANAGEMENT INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Psagot Value Holdings Ltd. | 2 | 1 | 0.52% | 0.55% | 0.58% | Q2 2019 | Q1 2020 | 3 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2021 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
StoneX Group Inc. | 2 | 1 | 0.50% | 0.68% | 0.80% | Q3 2016 | Q4 2018 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.04% | 0.07% | 0.12% | Q3 2019 | Q2 2022 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.11% | 0.14% | 0.20% | Q1 2020 | Q3 2020 | 3 |
ROTHSCHILD INVESTMENT LLC /IL | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q4 2017 | 3 |
PRINCETON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.19% | 0.29% | 0.48% | Q4 2013 | Q2 2014 | 3 |
CapWealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
LexAurum Advisors, LLC | 2 | 1 | 0.41% | 0.62% | 1.00% | Q3 2018 | Q3 2020 | 3 |
Holloway Wealth Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
CITY NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.01% | 0.06% | 0.12% | Q4 2015 | Q2 2019 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
COMMUNITY BANK SYSTEM, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Bay Harbor Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
PVG ASSET MANAGEMENT CORP | 2 | 1 | 0.55% | 1.41% | 3.09% | Q3 2018 | Q4 2022 | 3 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Resolute Wealth Strategies, LLC | 3 | 3 | 0.18% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Gateway Advisory, LLC | 1 | 1 | 0.17% | 1.43% | 2.18% | Q1 2015 | Q1 2019 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.16% | 0.16% | 0.17% | Q4 2019 | Q2 2020 | 3 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Semmax Financial Advisors Inc. | 3 | 3 | 0.00% | 0.05% | 0.08% | Q4 2018 | Q2 2019 | 3 |
Dominguez Wealth Management Solutions, Inc. | 3 | 3 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q2 2023 | 3 |
Anson Capital, Inc. | 3 | 3 | 0.77% | 1.31% | 1.72% | Q1 2023 | Q3 2023 | 3 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Buffington Mohr McNeal | 2 | 1 | 0.03% | 0.05% | 0.06% | Q1 2015 | Q1 2019 | 3 |
NIEMANN CAPITAL MANAGEMENT INC | 3 | 3 | 4.28% | 4.54% | 4.73% | Q4 2014 | Q2 2015 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
EATON VANCE MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2017 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q1 2016 | 3 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2019 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.16% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Planning Solutions Group LLC | 3 | 3 | 0.31% | 0.73% | 0.95% | Q4 2018 | Q2 2019 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 2.34% | 2.37% | 2.38% | Q1 2022 | Q3 2022 | 3 |
Covestor Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.04% | 0.06% | 0.10% | Q1 2023 | Q3 2023 | 3 |
LEVEL FOUR FINANCIAL, LLC | 2 | 1 | 0.12% | 0.13% | 0.15% | Q4 2020 | Q3 2021 | 3 |
Fusion Family Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
SYMPHONY ASSET MANAGEMENT LLC | 3 | 3 | 0.03% | 0.05% | 0.08% | Q1 2015 | Q3 2015 | 3 |
WHITTIER TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.09% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.11% | 0.25% | 0.39% | Q4 2019 | Q1 2021 | 2 |
Visionary Wealth Advisors | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
BlackDiamond Wealth Management, LLC | 2 | 2 | 0.35% | 0.38% | 0.42% | Q4 2021 | Q1 2022 | 2 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q2 2020 | 2 |
Family Asset Management, LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Brendel Financial Advisors LLC | 2 | 2 | 1.63% | 1.84% | 2.05% | Q4 2018 | Q1 2019 | 2 |
TAP Consulting, LLC | 2 | 2 | 0.34% | 0.36% | 0.39% | Q2 2023 | Q3 2023 | 2 |
Wharton Business Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Missouri Trust & Investment Co | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Fusion Investment Group, LLC | 2 | 2 | 0.03% | 1.23% | 2.43% | Q4 2013 | Q1 2014 | 2 |
ACG Wealth | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2019 | Q1 2020 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Simply Money Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MTM Investment Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 2 |
Realta Investment Advisors | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2019 | Q2 2019 | 2 |
Destination Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Ironsides Asset Advisors, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q1 2019 | Q2 2019 | 2 |
TruWealth Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q1 2021 | 2 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 2 |
Parkside Financial Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2017 | 2 |
IMC-Chicago, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Stadion Money Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 2 |
Claro Advisors LLC | 1 | 1 | 0.17% | 0.19% | 0.20% | Q4 2018 | Q2 2019 | 2 |
Nauset Wealth Management. LLC | 2 | 2 | 0.30% | 0.34% | 0.39% | Q4 2021 | Q1 2022 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Winch Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q4 2015 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
ExodusPoint Capital Management, LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2019 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2015 | 2 |
New England Investment & Retirement Group, Inc. | 2 | 2 | 2.72% | 2.87% | 3.01% | Q2 2020 | Q3 2020 | 2 |
Summit Financial, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.10% | Q3 2020 | Q4 2022 | 2 |
Perimeter Capital Partners, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q1 2014 | Q2 2014 | 2 |
Heritage Wealth Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q2 2023 | 2 |
National Wealth Management Group, LLC | 1 | 1 | 0.30% | 0.31% | 0.32% | Q4 2021 | Q4 2022 | 2 |
STRATEGY ASSET MANAGERS LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
WOLFF WIESE MAGANA LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
PURSUE WEALTH PARTNERS LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.54% | 0.78% | 1.02% | Q2 2020 | Q3 2021 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.03% | 0.09% | 0.15% | Q3 2018 | Q1 2020 | 2 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Coastwise Capital Group, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Redmile Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2015 | Q4 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Ellevest, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2014 | Q4 2014 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NTV ASSET MANAGEMENT LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2013 | Q2 2013 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2017 | Q2 2017 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Keystone Wealth Services, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2017 | Q1 2017 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Bank Pictet & Cie (Europe) AG | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
360 Financial, Inc. | 1 | 1 | 4.64% | 4.64% | 4.64% | Q2 2020 | Q2 2020 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Trexquant Investment LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Garden State Investment Advisory Services LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
WEALTH ADVISORS, INC. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2019 | Q4 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
City State Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Columbia Asset Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q2 2022 | Q2 2022 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Triumph Capital Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Peoples Bank/KS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2018 | Q4 2018 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Watson Rebecca | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2014 | Q3 2014 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ELLERSON GROUP INC /ADV | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Wechter Feldman Wealth Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2018 | Q3 2018 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 5.86% | 5.86% | 5.86% | Q2 2022 | Q2 2022 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own FIRST TR EXCHANGE TRADED FD or have owned FIRST TR EXCHANGE TRADED FD in the past.