Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 118 |
Citadel Advisors | 36 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 93 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.00% | 0.10% | Q4 2015 | Q3 2023 | 81 |
WOLVERINE TRADING, LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 56 |
GOLDMAN SACHS GROUP INC | 42 | 2 | 0.00% | 0.00% | 0.01% | Q2 2012 | Q3 2023 | 51 |
Tortoise Investment Management, LLC | 44 | 44 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2023 | 44 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.16% | 0.26% | Q2 2013 | Q3 2023 | 43 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 30 | 12 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JANE STREET GROUP, LLC | 17 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
TOTH FINANCIAL ADVISORY CORP | 42 | 42 | 0.18% | 0.90% | 1.58% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Prospera Financial Services Inc | 42 | 42 | 0.03% | 0.26% | 1.16% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.16% | 0.88% | 1.38% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.02% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.14% | 0.34% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ATWOOD & PALMER INC | 42 | 42 | 0.01% | 0.21% | 0.38% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.06% | 0.16% | 0.52% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
NTV ASSET MANAGEMENT LLC | 41 | 41 | 0.66% | 1.17% | 1.75% | Q3 2013 | Q3 2023 | 41 |
UBS Group AG | 36 | 36 | 0.00% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 30 | 11 | 0.05% | 0.27% | 0.58% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 35 | 1 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 40 |
First Heartland Consultants, Inc. | 39 | 1 | 0.01% | 0.79% | 2.54% | Q2 2013 | Q3 2023 | 40 |
FIRST TRUST ADVISORS LP | 39 | 39 | 0.00% | 0.98% | 2.62% | Q1 2014 | Q3 2023 | 39 |
Creative Planning | 24 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.03% | 0.06% | 0.10% | Q1 2014 | Q3 2023 | 39 |
Cetera Advisor Networks LLC | 33 | 5 | 0.02% | 0.07% | 0.17% | Q1 2013 | Q3 2023 | 38 |
B. Riley Wealth Advisors, Inc. | 24 | 2 | 0.00% | 0.20% | 0.50% | Q2 2013 | Q3 2023 | 38 |
Regal Investment Advisors LLC | 24 | 1 | 0.04% | 0.53% | 1.11% | Q2 2013 | Q3 2023 | 38 |
SYNOVUS FINANCIAL CORP | 38 | 38 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q3 2023 | 38 |
Hudock, Inc. | 38 | 38 | 0.01% | 0.14% | 1.44% | Q2 2013 | Q3 2022 | 38 |
Private Advisor Group, LLC | 18 | 1 | 0.01% | 0.13% | 0.27% | Q4 2013 | Q3 2023 | 37 |
Cetera Advisors LLC | 20 | 3 | 0.00% | 0.06% | 0.17% | Q1 2014 | Q3 2023 | 37 |
BANK HAPOALIM BM | 27 | 10 | 0.05% | 0.53% | 4.00% | Q2 2014 | Q3 2023 | 37 |
FIFTH THIRD BANCORP | 34 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 37 |
Cambridge Investment Research Advisors, Inc. | 26 | 1 | 0.02% | 0.11% | 0.29% | Q3 2013 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.36% | 1.57% | 2.19% | Q2 2013 | Q2 2022 | 37 |
JUNCTURE WEALTH STRATEGIES, LLC | 37 | 37 | 0.20% | 0.98% | 2.02% | Q4 2014 | Q4 2023 | 37 |
BANQUE PICTET & CIE SA | 36 | 36 | 0.01% | 0.10% | 0.48% | Q4 2013 | Q3 2022 | 36 |
Sigma Planning Corp | 36 | 36 | 0.03% | 0.22% | 0.61% | Q4 2014 | Q3 2023 | 36 |
CWM, LLC | 24 | 4 | 0.00% | 0.21% | 0.90% | Q4 2013 | Q3 2023 | 36 |
CENTRAL TRUST Co | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 8 | 0.00% | 0.25% | 1.03% | Q4 2014 | Q3 2023 | 35 |
NewSquare Capital LLC | 30 | 1 | 0.00% | 2.69% | 4.77% | Q4 2013 | Q3 2023 | 35 |
VALLEY NATIONAL ADVISERS INC | 28 | 7 | 0.05% | 0.07% | 0.12% | Q4 2014 | Q3 2023 | 35 |
Mathes Company, Inc. | 35 | 35 | 0.13% | 0.92% | 1.73% | Q1 2014 | Q3 2022 | 35 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 35 | 35 | 0.02% | 0.23% | 0.54% | Q1 2015 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 35 | 35 | 0.37% | 0.55% | 0.70% | Q1 2015 | Q3 2023 | 35 |
Somerset Group LLC | 20 | 1 | 0.35% | 2.24% | 3.69% | Q2 2013 | Q3 2023 | 34 |
Tower Research Capital LLC (TRC) | 16 | 3 | 0.00% | 0.16% | 0.59% | Q2 2014 | Q3 2023 | 34 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 16 | 8 | 0.01% | 0.17% | 0.42% | Q2 2013 | Q1 2022 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.03% | 0.08% | 0.12% | Q2 2015 | Q3 2023 | 34 |
WEDBUSH SECURITIES INC | 33 | 33 | 0.04% | 0.09% | 0.19% | Q3 2015 | Q3 2023 | 33 |
M&T BANK CORP | 21 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2022 | 33 |
Janney Montgomery Scott LLC | 18 | 2 | 0.04% | 0.19% | 0.39% | Q3 2013 | Q3 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 33 |
NewEdge Advisors, LLC | 14 | 8 | 0.03% | 0.79% | 3.46% | Q4 2014 | Q3 2023 | 33 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 33 | 33 | 0.00% | 0.11% | 0.25% | Q2 2013 | Q2 2021 | 33 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 32 | 32 | 0.00% | 0.12% | 0.64% | Q4 2015 | Q3 2023 | 32 |
Parkside Financial Bank & Trust | 32 | 32 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 32 |
Beaumont Financial Partners, LLC | 32 | 32 | 0.08% | 1.16% | 2.07% | Q4 2014 | Q3 2022 | 32 |
WESPAC Advisors SoCal, LLC | 32 | 32 | 0.22% | 0.45% | 1.12% | Q4 2015 | Q3 2023 | 32 |
BROWN ADVISORY INC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2022 | 32 |
Dynamic Advisor Solutions LLC | 14 | 1 | 0.01% | 0.19% | 0.51% | Q4 2013 | Q3 2023 | 32 |
Sandy Spring Bank | 32 | 32 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 32 |
Kovack Advisors, Inc. | 31 | 31 | 0.08% | 0.26% | 0.49% | Q1 2016 | Q3 2023 | 31 |
Somerset Trust Co | 31 | 31 | 1.47% | 2.25% | 3.15% | Q2 2016 | Q4 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.02% | 0.19% | 0.66% | Q4 2015 | Q3 2023 | 31 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 31 | 31 | 0.00% | 0.05% | 0.20% | Q2 2015 | Q4 2022 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.00% | 0.11% | 0.31% | Q2 2014 | Q4 2021 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.04% | 0.10% | 0.29% | Q1 2016 | Q3 2023 | 31 |
SPC Financial, Inc. | 31 | 31 | 0.21% | 0.40% | 0.64% | Q2 2013 | Q4 2020 | 31 |
BALDWIN BROTHERS LLC/MA | 24 | 7 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2023 | 31 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 9 | 0.00% | 0.14% | 0.25% | Q4 2015 | Q3 2023 | 31 |
Gemmer Asset Management LLC | 30 | 30 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q2 2021 | 30 |
Rehmann Capital Advisory Group | 19 | 3 | 0.02% | 0.08% | 0.16% | Q1 2014 | Q1 2022 | 30 |
HighTower Advisors, LLC | 26 | 1 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 30 |
Choate Investment Advisors | 21 | 9 | 0.02% | 0.43% | 3.30% | Q1 2016 | Q3 2023 | 30 |
RAYMOND JAMES TRUST N.A. | 15 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 30 |
Horizon Investments, LLC | 30 | 30 | 0.01% | 0.08% | 0.91% | Q2 2013 | Q3 2020 | 30 |
MCF Advisors LLC | 13 | 7 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.14% | 0.35% | 0.68% | Q1 2016 | Q3 2023 | 30 |
CIBC WORLD MARKET INC. | 23 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 29 |
New England Investment & Retirement Group, Inc. | 24 | 1 | 0.02% | 2.03% | 5.20% | Q3 2013 | Q3 2021 | 29 |
SCOTIA CAPITAL INC. | 16 | 13 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 29 |
Kistler-Tiffany Companies, LLC | 29 | 29 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q2 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.02% | 0.06% | 0.27% | Q4 2013 | Q4 2020 | 29 |
First Allied Advisory Services, Inc. | 28 | 1 | 0.04% | 0.15% | 0.43% | Q2 2013 | Q3 2020 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
BLAIR WILLIAM & CO/IL | 26 | 2 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 28 |
FOUNDERS FINANCIAL SECURITIES LLC | 9 | 1 | 0.04% | 0.25% | 0.53% | Q4 2013 | Q1 2022 | 28 |
Capital Advisors, Ltd. LLC | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Transamerica Financial Advisors, Inc. | 18 | 10 | 0.06% | 0.96% | 2.04% | Q4 2014 | Q4 2021 | 28 |
ASSETMARK, INC | 27 | 1 | 0.00% | 0.22% | 1.22% | Q3 2016 | Q3 2023 | 28 |
CAPTRUST FINANCIAL ADVISORS | 26 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 28 |
CAHILL FINANCIAL ADVISORS INC | 15 | 13 | 0.08% | 0.20% | 0.32% | Q3 2016 | Q3 2023 | 28 |
Sequoia Financial Advisors, LLC | 24 | 3 | 0.19% | 0.85% | 1.69% | Q4 2016 | Q3 2023 | 27 |
Crestone Asset Management LLC | 27 | 27 | 0.47% | 6.26% | 11.95% | Q1 2017 | Q3 2023 | 27 |
O'Dell Group, LLC | 17 | 10 | 0.14% | 4.21% | 7.80% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.07% | 0.27% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.12% | 0.25% | Q4 2016 | Q3 2023 | 27 |
SIGNATUREFD, LLC | 20 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 26 |
Northeast Financial Consultants Inc | 20 | 6 | 0.63% | 2.71% | 3.86% | Q1 2017 | Q3 2023 | 26 |
Carroll Financial Associates, Inc. | 26 | 26 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2021 | 26 |
Koshinski Asset Management, Inc. | 14 | 1 | 0.02% | 0.20% | 0.66% | Q2 2015 | Q2 2023 | 26 |
Smart Portfolios, LLC | 18 | 4 | 1.18% | 4.51% | 13.24% | Q4 2016 | Q3 2023 | 26 |
AE Wealth Management LLC | 26 | 26 | 0.01% | 0.10% | 0.24% | Q2 2017 | Q3 2023 | 26 |
RFG Advisory, LLC | 22 | 1 | 0.03% | 0.19% | 1.05% | Q1 2016 | Q2 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2019 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.05% | 0.08% | 0.15% | Q2 2013 | Q3 2019 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.06% | 0.10% | Q4 2016 | Q3 2023 | 26 |
WINTRUST INVESTMENTS LLC | 17 | 1 | 0.02% | 0.18% | 0.53% | Q3 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 23 | 2 | 0.02% | 0.29% | 0.84% | Q2 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.01% | 0.03% | 0.10% | Q2 2017 | Q2 2023 | 25 |
DAVENPORT & Co LLC | 22 | 3 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q1 2022 | 25 |
SUMMIT FINANCIAL GROUP, INC. | 18 | 7 | 0.30% | 0.57% | 0.99% | Q2 2017 | Q3 2023 | 25 |
CHURCHILL MANAGEMENT Corp | 10 | 1 | 0.04% | 4.33% | 15.92% | Q2 2013 | Q3 2023 | 25 |
Gradient Investments LLC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 25 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 17 | 8 | 0.01% | 0.16% | 0.39% | Q4 2016 | Q3 2023 | 25 |
Jacobi Capital Management LLC | 25 | 25 | 0.05% | 0.10% | 0.16% | Q3 2017 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.03% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 25 |
Cornerstone Wealth Management, LLC | 22 | 3 | 0.05% | 0.18% | 0.50% | Q2 2017 | Q3 2023 | 25 |
IHT Wealth Management, LLC | 19 | 1 | 0.07% | 0.23% | 0.47% | Q4 2016 | Q3 2023 | 25 |
USCA RIA LLC | 24 | 24 | 0.05% | 0.20% | 0.40% | Q3 2015 | Q2 2021 | 24 |
B. Riley Wealth Management, Inc. | 9 | 7 | 0.00% | 0.43% | 2.72% | Q1 2014 | Q2 2022 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.11% | 0.16% | 0.26% | Q2 2013 | Q1 2019 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
MARSHALL WACE, LLP | 12 | 1 | 0.00% | 0.02% | 0.11% | Q1 2018 | Q2 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.06% | 0.18% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.05% | 0.12% | 0.22% | Q4 2017 | Q3 2023 | 24 |
NORTHERN TRUST CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.07% | 0.85% | 1.48% | Q4 2017 | Q3 2023 | 24 |
Capital Investment Advisory Services, LLC | 16 | 1 | 0.01% | 0.12% | 0.21% | Q1 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.14% | 0.40% | 0.73% | Q4 2017 | Q3 2023 | 24 |
Psagot Value Holdings Ltd. | 12 | 1 | 0.00% | 0.07% | 0.41% | Q1 2015 | Q3 2021 | 24 |
Glassman Wealth Services | 22 | 1 | 0.01% | 0.10% | 0.17% | Q3 2016 | Q3 2023 | 23 |
BAROMETER CAPITAL MANAGEMENT INC. | 13 | 1 | 0.10% | 0.33% | 0.96% | Q4 2013 | Q3 2022 | 23 |
EP Wealth Advisors, LLC | 13 | 2 | 0.03% | 0.16% | 0.48% | Q2 2017 | Q2 2023 | 23 |
MUFG Americas Holdings Corp | 22 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2022 | 23 |
Flaharty Asset Management, LLC | 23 | 23 | 0.37% | 3.49% | 5.45% | Q1 2018 | Q3 2023 | 23 |
PINNACLE ASSOCIATES LTD | 23 | 23 | 0.02% | 0.12% | 0.17% | Q1 2018 | Q3 2023 | 23 |
Columbia Asset Management | 11 | 6 | 0.07% | 0.09% | 0.13% | Q4 2016 | Q3 2023 | 23 |
WealthShield Partners, LLC | 13 | 10 | 0.02% | 0.61% | 2.56% | Q4 2017 | Q3 2023 | 23 |
Darwin Wealth Management, LLC | 10 | 2 | 0.06% | 0.16% | 0.43% | Q2 2016 | Q3 2023 | 23 |
Lido Advisors, LLC | 23 | 23 | 0.00% | 0.10% | 0.70% | Q1 2018 | Q3 2023 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.42% | 1.39% | 2.24% | Q1 2018 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.02% | 0.23% | 0.58% | Q4 2017 | Q3 2023 | 23 |
McKinley Carter Wealth Services, Inc. | 23 | 23 | 0.05% | 0.10% | 0.22% | Q1 2018 | Q3 2023 | 23 |
Bogart Wealth, LLC | 23 | 23 | 0.00% | 0.02% | 0.21% | Q1 2018 | Q3 2023 | 23 |
Bedel Financial Consulting, Inc. | 23 | 23 | 0.15% | 0.51% | 0.92% | Q4 2017 | Q2 2023 | 23 |
Cetera Investment Advisers | 23 | 23 | 0.00% | 0.10% | 0.25% | Q1 2018 | Q3 2023 | 23 |
Riggs Asset Managment Co. Inc. | 22 | 22 | 0.01% | 2.74% | 5.99% | Q1 2017 | Q2 2022 | 22 |
Voya Financial Advisors, Inc. | 14 | 1 | 0.02% | 0.08% | 0.24% | Q2 2015 | Q1 2021 | 22 |
WHITTIER TRUST CO OF NEVADA INC | 13 | 9 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
IFG Advisory, LLC | 22 | 22 | 0.11% | 2.32% | 11.15% | Q2 2018 | Q3 2023 | 22 |
DEUTSCHE BANK AG\ | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2023 | 22 |
Harel Insurance Investments & Financial Services Ltd. | 19 | 3 | 0.02% | 0.40% | 3.44% | Q2 2016 | Q3 2023 | 22 |
Kingsview Wealth Management, LLC | 16 | 6 | 0.03% | 0.26% | 0.76% | Q1 2018 | Q3 2023 | 22 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 | 22 | 0.04% | 0.61% | 1.17% | Q2 2018 | Q3 2023 | 22 |
FMR LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
LifePlan Financial Group, Inc | 22 | 22 | 0.35% | 1.12% | 3.90% | Q2 2015 | Q3 2020 | 22 |
Founders Capital Management | 13 | 9 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2022 | 22 |
COMERICA BANK | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 21 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 2 | 0.04% | 0.16% | 0.51% | Q4 2016 | Q2 2023 | 21 |
Mutual Advisors, LLC | 11 | 4 | 0.01% | 0.05% | 0.10% | Q1 2018 | Q3 2023 | 21 |
CENTAURUS FINANCIAL, INC. | 20 | 1 | 0.01% | 0.43% | 1.16% | Q4 2017 | Q3 2023 | 21 |
Royal Fund Management, LLC | 21 | 21 | 0.01% | 0.06% | 0.12% | Q4 2016 | Q4 2021 | 21 |
Focused Wealth Management, Inc | 21 | 21 | 0.00% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.12% | Q3 2018 | Q3 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 16 | 2 | 0.01% | 0.04% | 0.07% | Q1 2017 | Q3 2023 | 21 |
Keystone Financial Group | 19 | 2 | 0.04% | 0.08% | 0.13% | Q2 2018 | Q3 2023 | 21 |
Ayalon Insurance Comp Ltd. | 18 | 3 | 0.22% | 1.17% | 2.18% | Q2 2018 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2022 | 21 |
Ford Financial Group, LLC | 21 | 21 | 0.14% | 0.28% | 0.42% | Q4 2017 | Q4 2022 | 21 |
STRATEGIC WEALTH MANAGEMENT INC | 21 | 21 | 1.70% | 4.52% | 12.56% | Q4 2016 | Q4 2021 | 21 |
Belpointe Asset Management LLC | 16 | 4 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q1 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.80% | 2.27% | 3.44% | Q4 2018 | Q3 2023 | 20 |
MinichMacGregor Wealth Management, LLC | 9 | 2 | 0.71% | 1.28% | 1.67% | Q4 2015 | Q3 2023 | 20 |
HM PAYSON & CO | 18 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 20 |
Bank of New York Mellon Corp | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.02% | 0.18% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Wealth Management Advisory Group, LLC | 20 | 20 | 0.20% | 0.45% | 0.78% | Q4 2018 | Q3 2023 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.14% | 0.45% | 0.68% | Q4 2018 | Q3 2023 | 20 |
Cambridge Advisors Inc. | 19 | 1 | 0.07% | 0.10% | 0.16% | Q3 2018 | Q3 2023 | 20 |
Avior Wealth Management, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Milestone Advisory Partners | 10 | 1 | 0.48% | 1.64% | 20.44% | Q4 2017 | Q3 2023 | 20 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.28% | 0.93% | Q4 2017 | Q3 2023 | 20 |
Twin Tree Management, LP | 5 | 4 | 0.00% | 0.06% | 0.27% | Q1 2020 | Q2 2022 | 20 |
MEITAV INVESTMENT HOUSE LTD | 12 | 2 | 0.03% | 0.18% | 1.22% | Q2 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.07% | 0.16% | 0.25% | Q4 2018 | Q3 2023 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 20 |
WealthTrust Fairport, LLC | 11 | 3 | 0.00% | 0.27% | 0.46% | Q3 2013 | Q1 2019 | 20 |
TFG Advisers LLC | 20 | 20 | 0.15% | 0.27% | 0.37% | Q4 2018 | Q3 2023 | 20 |
OneDigital Investment Advisors LLC | 15 | 5 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 20 |
Archford Capital Strategies, LLC | 8 | 3 | 0.07% | 0.38% | 0.59% | Q2 2014 | Q4 2019 | 20 |
TRUE Private Wealth Advisors | 13 | 7 | 0.00% | 0.71% | 2.05% | Q4 2015 | Q4 2020 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.20% | 0.35% | 0.52% | Q4 2018 | Q3 2023 | 20 |
AllSquare Wealth Management LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.09% | 0.22% | Q4 2017 | Q3 2022 | 20 |
Stockman Wealth Management, Inc. | 10 | 2 | 0.04% | 0.15% | 0.24% | Q3 2016 | Q1 2022 | 20 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 20 |
Winch Advisory Services, LLC | 18 | 1 | 0.00% | 0.02% | 0.16% | Q2 2015 | Q1 2021 | 19 |
Princeton Global Asset Management LLC | 19 | 19 | 0.18% | 0.74% | 2.05% | Q1 2019 | Q3 2023 | 19 |
FAS Wealth Partners, Inc. | 9 | 1 | 0.02% | 0.06% | 0.10% | Q3 2016 | Q1 2023 | 19 |
Claraphi Advisory Network, LLC | 19 | 19 | 0.08% | 0.54% | 0.77% | Q4 2017 | Q2 2022 | 19 |
HUNTINGTON NATIONAL BANK | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 19 | 19 | 0.01% | 0.09% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Sunbelt Securities, Inc. | 18 | 1 | 0.05% | 0.29% | 0.56% | Q4 2016 | Q3 2023 | 19 |
Lenox Wealth Advisors, LLC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2022 | 19 |
LYELL WEALTH MANAGEMENT, LP | 19 | 19 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Gladstone Institutional Advisory LLC | 19 | 19 | 0.10% | 0.66% | 1.56% | Q1 2019 | Q3 2023 | 19 |
Titus Wealth Management | 19 | 19 | 0.21% | 0.37% | 0.61% | Q4 2017 | Q2 2022 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.06% | 0.22% | 0.37% | Q4 2018 | Q3 2023 | 19 |
Stratos Wealth Partners, LTD. | 11 | 1 | 0.02% | 0.13% | 0.20% | Q2 2016 | Q4 2021 | 19 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 14 | 1 | 0.03% | 0.45% | 0.94% | Q1 2017 | Q3 2022 | 19 |
ACG Wealth | 17 | 1 | 0.01% | 0.08% | 0.15% | Q1 2017 | Q2 2022 | 19 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.07% | Q3 2014 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 15 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 19 |
Fisher Asset Management, LLC | 12 | 1 | 0.00% | 0.03% | 0.19% | Q3 2017 | Q3 2023 | 18 |
SG Americas Securities, LLC | 12 | 1 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q4 2018 | 18 |
Csenge Advisory Group | 12 | 6 | 0.02% | 0.72% | 1.53% | Q3 2017 | Q3 2023 | 18 |
Ellis Investment Partners, LLC | 18 | 18 | 0.01% | 0.16% | 0.29% | Q2 2019 | Q3 2023 | 18 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 18 | 18 | 0.01% | 0.48% | 0.85% | Q1 2018 | Q2 2022 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2019 | 18 |
HSBC HOLDINGS PLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 18 |
TRUST CO OF VERMONT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2017 | 18 |
Plante Moran Financial Advisors, LLC | 12 | 1 | 0.00% | 0.04% | 0.11% | Q4 2015 | Q1 2023 | 18 |
BENJAMIN EDWARDS INC | 18 | 18 | 0.01% | 0.04% | 0.12% | Q2 2019 | Q3 2023 | 18 |
SALEM INVESTMENT COUNSELORS INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
IFC Holdings Incorporated/FL | 10 | 8 | 0.12% | 0.20% | 0.28% | Q2 2013 | Q4 2017 | 18 |
Bristlecone Advisors, LLC | 18 | 18 | 0.02% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 18 |
BARCLAYS PLC | 16 | 1 | 0.00% | 0.01% | 0.08% | Q3 2015 | Q1 2022 | 17 |
TWO SIGMA INVESTMENTS, LP | 9 | 1 | 0.00% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 17 |
BAHL & GAYNOR INC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2018 | 17 |
Catamount Wealth Management | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2018 | 17 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2018 | 17 |
Moloney Securities Asset Management, LLC | 13 | 1 | 0.04% | 0.08% | 0.28% | Q3 2018 | Q3 2023 | 17 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 6 | 0.01% | 0.06% | 0.18% | Q2 2018 | Q3 2022 | 17 |
E&G Advisors, LP | 17 | 17 | 0.09% | 0.39% | 0.52% | Q1 2018 | Q1 2022 | 17 |
LINCOLN NATIONAL CORP | 17 | 17 | 0.01% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 17 |
Aveo Capital Partners, LLC | 11 | 1 | 0.11% | 0.41% | 1.13% | Q2 2017 | Q3 2023 | 17 |
APPLETON GROUP, LLC | 5 | 1 | 0.23% | 0.52% | 1.22% | Q4 2013 | Q2 2021 | 17 |
Sargent Investment Group, LLC | 12 | 1 | 0.32% | 0.89% | 1.30% | Q4 2018 | Q3 2023 | 17 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 16 | 16 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q3 2022 | 16 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 14 | 2 | 0.01% | 0.03% | 0.07% | Q3 2015 | Q3 2019 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Advisors Preferred, LLC | 3 | 1 | 0.00% | 3.24% | 10.23% | Q4 2013 | Q3 2020 | 16 |
Halpern Financial, Inc. | 16 | 16 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
BANK OF NOVA SCOTIA | 6 | 1 | 0.00% | 0.28% | 0.71% | Q2 2016 | Q2 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.13% | 0.39% | 0.76% | Q4 2019 | Q3 2023 | 16 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.08% | 0.12% | 0.24% | Q2 2019 | Q3 2023 | 16 |
IMA Wealth, Inc. | 12 | 1 | 0.00% | 1.99% | 3.79% | Q2 2013 | Q3 2021 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 16 |
RKL Wealth Management LLC | 9 | 7 | 0.09% | 0.12% | 0.16% | Q1 2017 | Q1 2021 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.37% | 0.59% | 1.08% | Q4 2019 | Q3 2023 | 16 |
AVIANCE CAPITAL MANAGEMENT, LLC | 15 | 1 | 0.00% | 0.20% | 1.18% | Q1 2015 | Q1 2019 | 16 |
OPPENHEIMER ASSET MANAGEMENT INC. | 7 | 2 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q4 2021 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.25% | 0.48% | Q4 2019 | Q3 2023 | 16 |
Ancora Advisors LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2023 | 16 |
WFG Advisors, LP | 14 | 2 | 0.01% | 0.09% | 0.16% | Q2 2013 | Q2 2017 | 16 |
Lineweaver Wealth Advisors, LLC | 16 | 16 | 0.12% | 0.25% | 0.37% | Q4 2019 | Q3 2023 | 16 |
1776 Wealth LLC | 16 | 16 | 0.45% | 0.75% | 1.03% | Q4 2019 | Q3 2023 | 16 |
Perigon Wealth Management, LLC | 11 | 1 | 0.02% | 0.06% | 0.14% | Q3 2011 | Q3 2023 | 16 |
Fusion Capital, LLC | 16 | 16 | 0.17% | 0.43% | 0.72% | Q4 2019 | Q3 2023 | 16 |
Financial Architects, Inc | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2020 | 16 |
Dorsey Wright & Associates | 12 | 4 | 0.04% | 0.32% | 0.71% | Q1 2014 | Q3 2019 | 16 |
Atria Investments, Inc | 5 | 1 | 0.01% | 0.04% | 0.17% | Q4 2015 | Q3 2023 | 16 |
PFG Advisors | 9 | 1 | 0.03% | 0.09% | 0.17% | Q2 2019 | Q3 2023 | 15 |
COMMERCE BANK | 12 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 15 |
WEALTHSOURCE PARTNERS, LLC | 10 | 1 | 0.02% | 0.13% | 0.95% | Q1 2016 | Q1 2022 | 15 |
Global Wealth Management Investment Advisory, Inc. | 12 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 15 |
Wagner Wealth Management, LLC | 6 | 4 | 0.21% | 1.09% | 2.13% | Q4 2017 | Q3 2023 | 15 |
S. R. Schill & Associates | 14 | 1 | 0.10% | 0.13% | 0.17% | Q2 2017 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Parker Investment Management, LLC | 15 | 15 | 0.04% | 0.10% | 0.29% | Q3 2018 | Q1 2022 | 15 |
Genesee Capital Advisors, LLC | 8 | 1 | 0.12% | 0.22% | 0.73% | Q4 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.10% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.03% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 2.86% | 4.39% | 5.92% | Q1 2018 | Q2 2023 | 15 |
Gateway Advisory, LLC | 7 | 1 | 0.18% | 1.55% | 2.76% | Q1 2015 | Q4 2020 | 15 |
Integrated Wealth Concepts LLC | 14 | 1 | 0.02% | 0.06% | 0.15% | Q4 2019 | Q3 2023 | 15 |
ALTERNA WEALTH MANAGEMENT, INC | 9 | 6 | 0.08% | 0.48% | 0.74% | Q4 2018 | Q1 2023 | 15 |
EPG Wealth Management LLC | 10 | 5 | 0.00% | 0.19% | 0.43% | Q4 2019 | Q3 2023 | 15 |
BlackRock Inc. | 11 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.10% | 0.15% | 0.23% | Q2 2016 | Q4 2019 | 15 |
Ruggie Capital Group | 5 | 1 | 0.22% | 0.53% | 1.28% | Q1 2015 | Q3 2019 | 15 |
MBM Wealth Consultants, LLC | 15 | 15 | 0.04% | 0.08% | 0.09% | Q4 2018 | Q2 2022 | 15 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 15 |
Joseph P. Lucia & Associates, LLC | 14 | 14 | 0.08% | 0.33% | 0.91% | Q1 2019 | Q2 2022 | 14 |
GARRISON POINT ADVISORS, LLC | 8 | 2 | 0.15% | 0.22% | 0.26% | Q1 2019 | Q3 2023 | 14 |
Homrich & Berg | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2021 | 14 |
TWO SIGMA ADVISERS, LP | 9 | 2 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 14 |
HighMark Wealth Management LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Axiom Investment Management LLC | 13 | 1 | 0.01% | 1.32% | 3.28% | Q4 2018 | Q3 2022 | 14 |
EXENCIAL WEALTH ADVISORS, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
PRUDENTIAL FINANCIAL INC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 14 |
HRT FINANCIAL LP | 4 | 1 | 0.02% | 0.22% | 1.18% | Q1 2016 | Q3 2023 | 14 |
HHM Wealth Advisors, LLC | 11 | 3 | 0.01% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 14 |
Capital Asset Advisory Services LLC | 11 | 1 | 0.19% | 0.53% | 0.89% | Q2 2017 | Q4 2022 | 14 |
Pensionmark Financial Group, LLC | 9 | 1 | 0.05% | 0.15% | 0.24% | Q4 2018 | Q3 2022 | 14 |
Leelyn Smith, LLC | 13 | 1 | 0.01% | 0.04% | 0.14% | Q4 2019 | Q3 2023 | 14 |
Capital Bank & Trust Co | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 14 |
Meridian Wealth Management, LLC | 12 | 1 | 0.02% | 0.06% | 0.12% | Q2 2019 | Q1 2023 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.62% | 1.60% | Q2 2013 | Q4 2016 | 14 |
Kovitz Investment Group Partners, LLC | 11 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 14 |
WELCH & FORBES LLC | 12 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 14 |
Cresset Asset Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.02% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 6 | 3 | 0.00% | 0.07% | 0.29% | Q4 2019 | Q3 2023 | 14 |
Pinnacle Family Advisors, LLC | 7 | 1 | 0.11% | 0.35% | 0.79% | Q3 2017 | Q3 2023 | 14 |
Global Trust Asset Management, LLC | 8 | 2 | 0.02% | 0.42% | 1.06% | Q4 2017 | Q1 2022 | 14 |
COUNTRY TRUST BANK | 14 | 14 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2023 | 14 |
Arkadios Wealth Advisors | 14 | 14 | 0.21% | 0.51% | 1.23% | Q2 2020 | Q3 2023 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 1 | 0.00% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 14 |
Clark Capital Management Group, Inc. | 4 | 1 | 0.02% | 0.46% | 1.50% | Q2 2013 | Q3 2023 | 13 |
NATIONAL PLANNING CORP | 12 | 12 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q3 2017 | 13 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q1 2023 | 13 |
TRANSCEND CAPITAL ADVISORS, LLC | 12 | 1 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 13 |
First Horizon Advisors, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 13 |
Jackson Wealth Management, LLC | 11 | 2 | 0.34% | 0.69% | 1.38% | Q3 2015 | Q2 2019 | 13 |
Migdal Insurance & Financial Holdings Ltd. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 13 |
Aptus Capital Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Ironwood Financial, llc | 13 | 13 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q3 2021 | 13 |
Maltin Wealth Management, Inc. | 13 | 13 | 0.16% | 0.23% | 0.29% | Q3 2020 | Q3 2023 | 13 |
CPMG Inc | 13 | 13 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q4 2020 | 13 |
Carmichael Hill & Associates, Inc. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
Concentrum Wealth Management | 8 | 1 | 0.18% | 0.29% | 0.43% | Q1 2019 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.11% | 0.19% | 0.37% | Q3 2020 | Q3 2023 | 13 |
Jaffetilchin Investment Partners, LLC | 7 | 1 | 0.02% | 0.36% | 2.47% | Q4 2015 | Q4 2021 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.02% | 0.11% | 0.32% | Q4 2016 | Q4 2019 | 13 |
Atlas Private Wealth Advisors | 7 | 6 | 0.28% | 0.65% | 1.09% | Q2 2020 | Q3 2023 | 13 |
Segment Wealth Management, LLC | 7 | 6 | 0.06% | 0.21% | 0.73% | Q1 2017 | Q4 2021 | 13 |
TOWNSQUARE CAPITAL LLC | 10 | 3 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 13 |
Concert Wealth Management Inc. | 7 | 6 | 0.07% | 0.10% | 0.20% | Q2 2013 | Q3 2016 | 13 |
BECK CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.58% | 0.77% | 1.17% | Q3 2015 | Q3 2018 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.10% | 0.24% | 0.50% | Q3 2020 | Q3 2023 | 13 |
WT Wealth Management | 12 | 1 | 0.09% | 0.89% | 1.17% | Q3 2019 | Q1 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.07% | 0.14% | 0.19% | Q3 2020 | Q3 2023 | 13 |
Sargent Bickham Lagudis LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2020 | 13 |
CERTUITY, LLC | 13 | 13 | 0.03% | 0.16% | 0.37% | Q3 2020 | Q3 2023 | 13 |
Financial Management Professionals, Inc. | 6 | 2 | 0.00% | 0.60% | 2.31% | Q4 2013 | Q1 2023 | 13 |
TruWealth Advisors, LLC | 12 | 12 | 0.09% | 1.65% | 4.53% | Q4 2020 | Q3 2023 | 12 |
FRANKLIN RESOURCES INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
VSR Financial Services, Inc. | 12 | 12 | 0.05% | 0.17% | 0.29% | Q3 2013 | Q2 2016 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.64% | 1.14% | 1.74% | Q4 2020 | Q3 2023 | 12 |
Ten Capital Wealth Advisors, LLC | 12 | 12 | 0.10% | 0.25% | 0.46% | Q3 2020 | Q2 2023 | 12 |
Independent Advisor Alliance | 7 | 1 | 0.08% | 0.20% | 1.00% | Q1 2017 | Q2 2023 | 12 |
Detwiler Fenton Investment Management LLC | 12 | 12 | 0.33% | 0.47% | 0.64% | Q2 2010 | Q1 2013 | 12 |
Archer Investment Corp | 9 | 3 | 0.02% | 0.41% | 0.85% | Q4 2018 | Q3 2023 | 12 |
SVB WEALTH LLC | 8 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 12 |
Cordasco Financial Network | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.15% | 0.20% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Good Life Advisors, LLC | 12 | 12 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Madison Wealth Partners, Inc | 12 | 12 | 0.12% | 0.17% | 0.25% | Q4 2020 | Q3 2023 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.36% | 1.16% | 2.38% | Q4 2020 | Q3 2023 | 12 |
First Command Financial Services, Inc. | 10 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 0.58% | 1.09% | 1.89% | Q4 2020 | Q3 2023 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 0.57% | 1.17% | 1.86% | Q4 2020 | Q3 2023 | 12 |
TimeScale Financial, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Diversified, LLC | 12 | 12 | 0.07% | 0.18% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Harvest Investment Services, LLC | 10 | 2 | 0.14% | 0.19% | 0.32% | Q2 2020 | Q2 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
AlphaMark Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 0.70% | 1.72% | 2.62% | Q4 2020 | Q3 2023 | 12 |
Bison Wealth, LLC | 8 | 2 | 0.10% | 0.22% | 0.44% | Q3 2015 | Q3 2023 | 12 |
Virtu Financial LLC | 6 | 1 | 0.02% | 0.25% | 0.95% | Q3 2013 | Q1 2019 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.09% | 0.71% | 1.98% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Baystate Wealth Management LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 12 |
CONTINENTAL ADVISORS LLC | 5 | 5 | 0.28% | 2.96% | 6.38% | Q3 2018 | Q1 2021 | 12 |
Triton Wealth Management, PLLC | 10 | 2 | 0.13% | 0.41% | 1.73% | Q2 2020 | Q2 2023 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 0.09% | 0.17% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Hoxton Financial, Inc. | 12 | 12 | 4.19% | 5.36% | 10.76% | Q2 2013 | Q1 2016 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 12 |
First Command Bank | 10 | 2 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2019 | 12 |
Signature Wealth Management Partners, LLC | 12 | 12 | 0.52% | 1.00% | 1.64% | Q4 2020 | Q3 2023 | 12 |
MORGAN JESS S & CO INC | 12 | 12 | 2.24% | 3.02% | 3.67% | Q4 2019 | Q3 2022 | 12 |
TRUSTCORE FINANCIAL SERVICES, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 12 |
Wealth Management Partners, LLC | 12 | 12 | 3.04% | 3.69% | 5.00% | Q4 2020 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 1.72% | 2.98% | 4.53% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
MATRIX PRIVATE CAPITAL GROUP LLC | 11 | 11 | 0.33% | 0.82% | 1.16% | Q4 2019 | Q2 2022 | 11 |
Clearstead Advisors, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
BNP PARIBAS FINANCIAL MARKETS | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 11 |
tru Independence LLC | 9 | 1 | 0.19% | 0.28% | 0.51% | Q4 2019 | Q3 2023 | 11 |
WESPAC Advisors, LLC | 5 | 1 | 0.30% | 1.80% | 4.50% | Q3 2013 | Q3 2018 | 11 |
Total Clarity Wealth Management, Inc. | 11 | 11 | 0.04% | 0.44% | 0.76% | Q4 2019 | Q2 2022 | 11 |
Stratos Wealth Advisors, LLC | 11 | 11 | 0.12% | 0.22% | 0.52% | Q4 2018 | Q2 2021 | 11 |
EVOKE WEALTH, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 11 |
Cutter & CO Brokerage, Inc. | 6 | 2 | 0.07% | 0.22% | 0.59% | Q4 2016 | Q1 2020 | 11 |
Texas Yale Capital Corp. | 8 | 1 | 0.01% | 0.03% | 0.10% | Q1 2014 | Q1 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.08% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Mezzasalma Advisors, LLC | 11 | 11 | 0.64% | 0.85% | 1.08% | Q4 2020 | Q2 2023 | 11 |
Leonard Rickey Investment Advisors P.L.L.C. | 7 | 1 | 0.09% | 0.26% | 0.37% | Q4 2017 | Q2 2021 | 11 |
FLOW TRADERS U.S. LLC | 4 | 2 | 0.02% | 0.11% | 0.42% | Q3 2016 | Q3 2023 | 11 |
Onyx Bridge Wealth Group LLC | 11 | 11 | 0.30% | 0.51% | 0.72% | Q1 2021 | Q3 2023 | 11 |
EVERETT HARRIS & CO /CA/ | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 11 |
Trexquant Investment LP | 6 | 2 | 0.01% | 0.04% | 0.12% | Q4 2019 | Q3 2023 | 11 |
Rollins Financial | 8 | 3 | 0.06% | 3.65% | 9.64% | Q4 2020 | Q3 2023 | 11 |
Tempus Wealth Planning, LLC | 11 | 11 | 0.17% | 0.35% | 0.55% | Q1 2021 | Q3 2023 | 11 |
Mariner, LLC | 5 | 2 | 0.01% | 0.03% | 0.07% | Q2 2016 | Q3 2023 | 11 |
Ausdal Financial Partners, Inc. | 8 | 1 | 0.03% | 0.06% | 0.08% | Q4 2015 | Q1 2022 | 11 |
FIDUCIARY TRUST CO | 8 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11 | 11 | 0.04% | 0.09% | 0.17% | Q4 2018 | Q2 2021 | 11 |
Capital Wealth Alliance, LLC | 5 | 1 | 0.12% | 0.17% | 0.23% | Q4 2019 | Q3 2023 | 11 |
Destiny Wealth Partners, LLC | 11 | 11 | 0.13% | 0.19% | 0.26% | Q1 2021 | Q3 2023 | 11 |
PSI Advisors, LLC | 5 | 3 | 0.00% | 0.27% | 1.00% | Q2 2020 | Q3 2023 | 11 |
Strategic Blueprint, LLC | 11 | 11 | 0.04% | 0.10% | 0.17% | Q1 2021 | Q3 2023 | 11 |
CenterStar Asset Management, LLC | 3 | 1 | 0.00% | 0.07% | 0.26% | Q3 2018 | Q3 2022 | 11 |
1832 Asset Management L.P. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2020 | 11 |
Institute for Wealth Management, LLC. | 10 | 1 | 0.04% | 0.06% | 0.11% | Q1 2019 | Q1 2022 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q2 2021 | 11 |
Tamar Securities, LLC | 8 | 1 | 2.06% | 3.20% | 4.54% | Q2 2020 | Q3 2023 | 11 |
Quantitative Investment Management, LLC | 5 | 1 | 0.03% | 0.17% | 0.45% | Q4 2016 | Q3 2022 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Golden State Wealth Management, LLC | 7 | 3 | 0.00% | 0.13% | 0.28% | Q1 2019 | Q1 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Walleye Trading LLC | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2022 | Q3 2023 | 10 |
Crumly & Associates Inc. | 10 | 10 | 0.89% | 4.37% | 8.74% | Q4 2019 | Q1 2022 | 10 |
Kesler, Norman & Wride, LLC | 9 | 1 | 0.11% | 0.19% | 0.32% | Q4 2020 | Q3 2023 | 10 |
WESTPORT RESOURCES MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
PETERSON WEALTH MANAGEMENT | 4 | 2 | 0.58% | 1.24% | 1.86% | Q2 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.12% | 0.30% | 0.68% | Q1 2021 | Q3 2023 | 10 |
FORVIS Wealth Advisors, LLC | 8 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 10 |
Sowell Financial Services LLC | 7 | 1 | 0.07% | 0.12% | 0.21% | Q4 2018 | Q1 2023 | 10 |
WEBSTER BANK, N. A. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2019 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.02% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Baron Financial Group, LLC | 10 | 10 | 0.73% | 1.16% | 1.52% | Q3 2020 | Q4 2022 | 10 |
Walkner Condon Financial Advisors LLC | 7 | 1 | 0.08% | 0.23% | 0.70% | Q2 2020 | Q3 2023 | 10 |
Avion Wealth | 6 | 4 | 0.00% | 0.06% | 0.22% | Q3 2019 | Q1 2022 | 10 |
Simplicity Solutions, LLC | 10 | 10 | 0.02% | 0.17% | 0.27% | Q3 2018 | Q4 2020 | 10 |
TD Capital Management LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 10 |
Summit Financial, LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.04% | 0.15% | 0.34% | Q4 2020 | Q1 2023 | 10 |
Claro Advisors LLC | 7 | 1 | 0.07% | 0.30% | 0.58% | Q4 2018 | Q3 2023 | 10 |
Madden Advisory Services, Inc. | 7 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2017 | 10 |
BOKF, NA | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.02% | 0.21% | 0.51% | Q4 2020 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.03% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
ALBION FINANCIAL GROUP /UT | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
OPTIMUM INVESTMENT ADVISORS | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2021 | 10 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q2 2021 | 10 |
FARMERS & MERCHANTS INVESTMENTS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Hilltop Holdings Inc. | 8 | 1 | 0.26% | 0.36% | 0.44% | Q1 2015 | Q4 2017 | 10 |
Clarus Wealth Advisors | 6 | 1 | 0.14% | 0.22% | 0.31% | Q1 2018 | Q2 2023 | 10 |
Highwater Wealth Management, LLC | 6 | 4 | 0.85% | 1.55% | 3.07% | Q3 2016 | Q3 2019 | 10 |
Investors Capital Advisory Services | 10 | 10 | 0.04% | 0.06% | 0.10% | Q3 2013 | Q4 2015 | 10 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 9 |
Lloyd Advisory Services, LLC. | 9 | 9 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q1 2022 | 9 |
COZAD ASSET MANAGEMENT INC | 9 | 9 | 0.04% | 0.16% | 0.21% | Q2 2020 | Q2 2022 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Karp Capital Management Corp | 8 | 1 | 0.02% | 1.09% | 1.74% | Q3 2016 | Q4 2018 | 9 |
Ameritas Investment Company, LLC | 4 | 2 | 0.03% | 0.24% | 0.51% | Q1 2019 | Q3 2021 | 9 |
DFPG INVESTMENTS, LLC | 7 | 2 | 0.02% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.08% | 0.11% | 0.13% | Q4 2019 | Q4 2021 | 9 |
SignalPoint Asset Management, LLC | 9 | 9 | 0.09% | 0.12% | 0.18% | Q3 2020 | Q3 2022 | 9 |
Nan Shan Life Insurance Co., Ltd. | 7 | 1 | 0.03% | 0.15% | 0.25% | Q3 2015 | Q1 2020 | 9 |
Freedom Investment Management, Inc. | 4 | 1 | 0.01% | 0.20% | 0.45% | Q4 2015 | Q4 2021 | 9 |
Willingdon Wealth Management | 9 | 9 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q1 2020 | 9 |
Stonebridge Capital Advisors LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 9 |
BROWN BROTHERS HARRIMAN & CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 9 |
Prestige Wealth Management Group LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2020 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.10% | 0.27% | Q3 2021 | Q3 2023 | 9 |
Krilogy Financial LLC | 7 | 1 | 0.00% | 0.02% | 0.19% | Q3 2016 | Q3 2023 | 9 |
Moors & Cabot, Inc. | 3 | 1 | 0.02% | 0.06% | 0.10% | Q2 2014 | Q4 2020 | 9 |
J.W. COLE ADVISORS, INC. | 5 | 1 | 0.07% | 0.29% | 0.66% | Q4 2019 | Q4 2022 | 9 |
Realta Investment Advisors | 8 | 1 | 0.01% | 0.13% | 0.20% | Q1 2019 | Q3 2022 | 9 |
BESSEMER GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 9 |
PICTON MAHONEY ASSET MANAGEMENT | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2016 | 9 |
Modus Advisors, LLC | 9 | 9 | 0.20% | 1.59% | 2.19% | Q4 2019 | Q4 2021 | 9 |
626 Financial, LLC | 8 | 1 | 0.27% | 3.28% | 4.35% | Q1 2021 | Q3 2023 | 9 |
NVWM, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Mascoma Wealth Management LLC | 6 | 1 | 0.01% | 0.10% | 0.18% | Q2 2017 | Q1 2021 | 9 |
FinTrust Capital Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
TCI Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2021 | 9 |
Virtu KCG Holdings LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q2 2017 | 9 |
SII INVESTMENTS INC/WI | 5 | 4 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q3 2017 | 9 |
Miracle Mile Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2022 | 9 |
C M BIDWELL & ASSOCIATES LTD | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Goodwin Investment Advisory | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Bank Pictet & Cie (Europe) AG | 8 | 1 | 0.09% | 0.29% | 0.86% | Q4 2013 | Q1 2017 | 9 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9 | 9 | 0.03% | 0.09% | 0.13% | Q3 2020 | Q3 2022 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.08% | 0.13% | 0.24% | Q4 2021 | Q4 2023 | 9 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 8 | 1 | 0.06% | 0.12% | 0.16% | Q3 2018 | Q1 2022 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.04% | 0.11% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Bank Julius Baer & Co. Ltd, Zurich | 9 | 9 | 0.02% | 0.06% | 0.11% | Q1 2020 | Q1 2022 | 9 |
WESBANCO BANK INC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q4 2021 | 9 |
STERNE AGEE GROUP, INC. | 8 | 8 | 0.42% | 0.66% | 1.09% | Q2 2013 | Q1 2015 | 8 |
UBS AG | 6 | 6 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 8 |
FIRST HAWAIIAN BANK | 3 | 2 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q1 2021 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q1 2015 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 1.27% | 1.46% | 1.77% | Q4 2021 | Q3 2023 | 8 |
BBVA USA Bancshares, Inc. | 8 | 8 | 0.72% | 0.79% | 0.84% | Q2 2013 | Q1 2015 | 8 |
Bensler, LLC | 8 | 8 | 1.64% | 2.34% | 4.23% | Q4 2021 | Q3 2023 | 8 |
Crown Wealth Group, LLC | 8 | 8 | 0.21% | 0.43% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.50% | 0.54% | 0.56% | Q4 2021 | Q3 2023 | 8 |
STRATEGY ASSET MANAGERS LLC | 8 | 8 | 0.06% | 0.10% | 0.16% | Q1 2020 | Q4 2021 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
LexAurum Advisors, LLC | 5 | 1 | 0.06% | 0.66% | 1.09% | Q4 2017 | Q2 2021 | 8 |
Parisi Gray Wealth Management | 5 | 3 | 0.01% | 0.04% | 0.13% | Q4 2017 | Q4 2021 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 1.06% | 1.55% | 3.30% | Q4 2021 | Q3 2023 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 0.50% | 0.87% | 2.24% | Q4 2021 | Q3 2023 | 8 |
CX Institutional | 3 | 1 | 0.00% | 0.02% | 0.14% | Q1 2019 | Q2 2022 | 8 |
Clear Perspective Advisors, LLC | 7 | 1 | 0.03% | 0.05% | 0.08% | Q4 2016 | Q2 2019 | 8 |
Financial Gravity Asset Management, Inc. | 3 | 2 | 0.00% | 0.34% | 2.59% | Q1 2018 | Q4 2021 | 8 |
Activest Wealth Management | 6 | 1 | 0.03% | 2.39% | 5.56% | Q1 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Hapanowicz & Associates Financial Services, Inc | 7 | 1 | 0.14% | 0.35% | 0.62% | Q3 2018 | Q3 2020 | 8 |
M Holdings Securities, Inc. | 4 | 1 | 0.02% | 0.13% | 0.20% | Q2 2018 | Q1 2023 | 8 |
PARSONS CAPITAL MANAGEMENT INC/RI | 7 | 1 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q4 2021 | 8 |
CHIRON CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.18% | 4.15% | 7.52% | Q4 2021 | Q3 2023 | 8 |
LVW Advisors, LLC | 8 | 8 | 0.08% | 0.09% | 0.12% | Q3 2018 | Q2 2020 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.03% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
WMG Financial Advisors, LLC | 8 | 8 | 0.20% | 0.46% | 0.84% | Q4 2021 | Q3 2023 | 8 |
Berman Capital Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
Triumph Capital Management | 4 | 1 | 0.11% | 0.35% | 0.73% | Q2 2021 | Q3 2023 | 8 |
Neuberger Berman Group LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 8 |
Providence Capital Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 8 |
Unconventional Investor, LLC | 8 | 8 | 0.64% | 0.80% | 1.08% | Q4 2021 | Q3 2023 | 8 |
SMITH HAYES Advisers, Inc | 8 | 8 | 0.06% | 0.18% | 0.29% | Q3 2013 | Q2 2015 | 8 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 6 | 2 | 0.76% | 1.05% | 1.48% | Q3 2021 | Q3 2023 | 8 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.01% | 0.05% | 0.18% | Q4 2016 | Q4 2022 | 8 |
Alpha Cubed Investments, LLC | 8 | 8 | 0.05% | 0.08% | 0.10% | Q1 2017 | Q4 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Loveless Wealth Management LLC | 8 | 8 | 0.32% | 0.35% | 0.39% | Q4 2019 | Q3 2021 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.06% | 0.08% | 0.16% | Q4 2021 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2022 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.59% | 0.80% | 1.29% | Q4 2021 | Q3 2023 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.29% | 0.38% | 0.61% | Q4 2021 | Q3 2023 | 8 |
CATALYST PRIVATE WEALTH, LLC | 7 | 1 | 0.10% | 0.14% | 0.20% | Q3 2020 | Q4 2023 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
V Wealth Advisors LLC | 6 | 2 | 0.04% | 0.10% | 0.14% | Q3 2018 | Q1 2022 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.01% | 0.09% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Fieldpoint Private Securities, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 7 |
Evercore Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2022 | 7 |
PICTET ASSET MANAGEMENT LTD | 4 | 3 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2021 | 7 |
Wealthspire Advisors, L.P. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 7 |
TFC Financial Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.14% | 0.20% | 0.23% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
SEARCY FINANCIAL SERVICES INC /ADV | 4 | 3 | 3.74% | 6.21% | 10.90% | Q1 2020 | Q4 2021 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.22% | 0.23% | 0.27% | Q1 2022 | Q3 2023 | 7 |
StoneX Group Inc. | 7 | 7 | 0.31% | 0.94% | 1.47% | Q2 2017 | Q4 2018 | 7 |
Holistic Financial Partners | 6 | 1 | 3.18% | 4.92% | 5.51% | Q2 2020 | Q1 2022 | 7 |
Colonial River Wealth Management, LLC | 5 | 2 | 0.10% | 0.20% | 0.26% | Q4 2020 | Q4 2022 | 7 |
Strategic Wealth Partners, Ltd. | 7 | 7 | 0.00% | 0.52% | 1.52% | Q1 2018 | Q3 2019 | 7 |
Eagle Strategies LLC | 4 | 3 | 0.07% | 0.14% | 0.32% | Q4 2021 | Q3 2023 | 7 |
Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
CreativeOne Wealth, LLC | 5 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q1 2022 | 7 |
Laidlaw Wealth Management LLC | 7 | 7 | 0.07% | 0.14% | 0.21% | Q4 2019 | Q2 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.09% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 7 |
Partnervest Advisory Services LLC | 5 | 2 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q2 2017 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.06% | 0.09% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Polaris Wealth Advisory Group, LLC | 3 | 2 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2021 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Portfolio Strategies, Inc. | 7 | 7 | 1.76% | 5.01% | 8.67% | Q4 2017 | Q2 2019 | 7 |
Integrity Financial Corp /WA | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
TRAIN BABCOCK ADVISORS LLC | 6 | 1 | 0.10% | 0.31% | 0.40% | Q1 2016 | Q4 2017 | 7 |
Buffington Mohr McNeal | 5 | 1 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q4 2021 | 7 |
Paladin Advisory Group, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
American Financial Advisors, LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q4 2021 | 7 |
Maple Capital Management, Inc. | 7 | 7 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q1 2022 | 7 |
WADE G W & INC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 7 |
StrategIQ Financial Group, LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q1 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.06% | 0.42% | 0.63% | Q2 2013 | Q4 2014 | 7 |
VIVID FINANCIAL MANAGEMENT, INC. | 7 | 7 | 0.08% | 0.12% | 0.15% | Q2 2020 | Q4 2021 | 7 |
MOORE CAPITAL MANAGEMENT, LP | 5 | 2 | 0.01% | 0.14% | 0.34% | Q4 2013 | Q4 2016 | 7 |
COMMUNITY TRUST & INVESTMENT CO | 7 | 7 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q2 2022 | 7 |
Parsec Financial Management, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 7 | 7 | 0.14% | 0.17% | 0.18% | Q2 2020 | Q4 2021 | 7 |
Integrated Advisors Network LLC | 4 | 3 | 0.03% | 0.09% | 0.15% | Q3 2021 | Q2 2023 | 7 |
Regent Peak Wealth Advisors LLC | 7 | 7 | 0.06% | 0.08% | 0.09% | Q3 2020 | Q1 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.01% | 0.03% | 0.14% | Q3 2017 | Q3 2023 | 7 |
Insight Advisors, LLC/ PA | 3 | 1 | 0.05% | 0.11% | 0.16% | Q4 2020 | Q2 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.07% | 0.15% | Q1 2021 | Q4 2022 | 7 |
Foresight Wealth Management, LLC | 7 | 7 | 0.20% | 0.50% | 0.92% | Q4 2018 | Q2 2020 | 7 |
Horan Securities, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2018 | 7 |
LGL PARTNERS, LLC | 7 | 7 | 0.04% | 0.24% | 0.54% | Q1 2022 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
TOMPKINS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
CITY HOLDING CO | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2017 | 6 |
Global Financial Private Capital, Inc | 5 | 1 | 0.01% | 0.08% | 0.18% | Q3 2017 | Q1 2019 | 6 |
BerganKDV Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
MCDONALD PARTNERS LLC | 4 | 2 | 0.06% | 0.13% | 0.16% | Q4 2020 | Q2 2022 | 6 |
Cascade Investment Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
MAI Capital Management | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Sightline Wealth Advisors, LLC | 6 | 6 | 0.19% | 0.33% | 0.44% | Q4 2020 | Q1 2022 | 6 |
Alpine Global Management, LLC | 2 | 1 | 0.09% | 0.22% | 0.45% | Q4 2016 | Q2 2023 | 6 |
360 Financial, Inc. | 6 | 6 | 0.10% | 1.44% | 4.13% | Q3 2020 | Q4 2021 | 6 |
Apeiron RIA LLC | 5 | 1 | 0.13% | 0.18% | 0.28% | Q1 2022 | Q3 2023 | 6 |
BARINGS LLC | 6 | 6 | 0.05% | 0.19% | 0.43% | Q1 2020 | Q2 2021 | 6 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.02% | 0.27% | 0.60% | Q3 2018 | Q3 2022 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2022 | 6 |
ROMAN BUTLER FULLERTON & CO | 3 | 3 | 0.13% | 0.14% | 0.15% | Q2 2020 | Q4 2021 | 6 |
Summit X, LLC | 6 | 6 | 0.10% | 0.12% | 0.14% | Q3 2020 | Q4 2021 | 6 |
Bellwether Investment Group, LLC | 5 | 1 | 0.44% | 1.76% | 2.99% | Q2 2016 | Q4 2017 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 2 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 6 |
Financial Partners Group, Inc | 6 | 6 | 0.54% | 1.44% | 2.59% | Q3 2018 | Q4 2019 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.04% | 0.11% | 0.17% | Q2 2015 | Q3 2016 | 6 |
Clearview Wealth Advisors LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Personal Capital Advisors Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 6 |
LBA Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2017 | 6 |
MANAGED ACCOUNT ADVISORS LLC | 6 | 6 | 0.02% | 0.06% | 0.10% | Q1 2014 | Q2 2015 | 6 |
FIFTH THIRD SECURITIES, INC. | 3 | 3 | 0.06% | 0.75% | 3.88% | Q3 2021 | Q3 2023 | 6 |
Sound Income Strategies, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 6 |
Cavalier Investments, LLC | 3 | 1 | 0.71% | 1.20% | 1.98% | Q4 2015 | Q3 2018 | 6 |
OLD NATIONAL BANCORP /IN/ | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2015 | 6 |
Secure Asset Management, LLC | 5 | 1 | 0.10% | 2.41% | 3.18% | Q4 2019 | Q2 2023 | 6 |
VICUS CAPITAL | 5 | 1 | 0.04% | 0.83% | 1.69% | Q4 2014 | Q3 2017 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Beaumont Capital Management, LLC | 5 | 1 | 0.33% | 1.83% | 2.74% | Q4 2020 | Q2 2022 | 6 |
BRIGHTON JONES LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
SFI Advisors, LLC | 6 | 6 | 2.71% | 3.17% | 3.71% | Q2 2022 | Q3 2023 | 6 |
Strategic Wealth Investment Group, LLC | 4 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 6 |
SECURITY NATIONAL TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 6 |
JOHNSON INVESTMENT COUNSEL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
PERSONAL CFO SOLUTIONS, LLC | 5 | 1 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q4 2021 | 6 |
REGIONS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.08% | 0.17% | 0.32% | Q2 2015 | Q3 2016 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q2 2023 | 6 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2017 | 6 |
Portfolio Strategies Inc | 4 | 2 | 0.48% | 2.16% | 3.75% | Q1 2014 | Q4 2017 | 6 |
McIlrath & Eck, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 6 |
JFG Wealth Management, LLC | 6 | 6 | 0.08% | 0.18% | 0.50% | Q4 2020 | Q1 2022 | 6 |
Financial Services Advisory Inc | 3 | 2 | 0.38% | 3.72% | 8.17% | Q4 2017 | Q2 2023 | 5 |
BOENNING & SCATTERGOOD, INC. | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Friedenthal Financial | 3 | 1 | 0.20% | 2.22% | 3.88% | Q1 2018 | Q3 2020 | 5 |
Allianz Asset Management GmbH | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 5 |
PEDDOCK CAPITAL ADVISORS, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2020 | 5 |
Elevated Capital Advisors, LLC | 2 | 1 | 0.09% | 0.14% | 0.23% | Q3 2021 | Q3 2023 | 5 |
RiverFront Investment Group, LLC | 5 | 5 | 0.16% | 0.18% | 0.20% | Q4 2012 | Q4 2013 | 5 |
Concorde Asset Management, LLC | 3 | 2 | 0.12% | 0.17% | 0.20% | Q1 2019 | Q4 2020 | 5 |
Q3 Asset Management | 2 | 1 | 0.55% | 1.33% | 2.11% | Q4 2019 | Q2 2023 | 5 |
HOWE & RUSLING INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Castle Rock Wealth Management, LLC | 5 | 5 | 0.55% | 0.67% | 0.79% | Q3 2020 | Q3 2021 | 5 |
Lindbrook Capital, LLC | 4 | 1 | 0.04% | 0.35% | 0.47% | Q1 2022 | Q3 2023 | 5 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2019 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.28% | 0.36% | 0.49% | Q4 2018 | Q4 2019 | 5 |
J. Goldman & Co LP | 2 | 1 | 0.07% | 0.22% | 0.51% | Q1 2017 | Q3 2023 | 5 |
SSI INVESTMENT MANAGEMENT LLC | 3 | 2 | 0.08% | 0.17% | 0.24% | Q2 2018 | Q1 2021 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.28% | 0.57% | 0.99% | Q4 2020 | Q3 2023 | 5 |
Arete Wealth Advisors, LLC | 5 | 5 | 0.06% | 0.15% | 0.40% | Q2 2020 | Q2 2021 | 5 |
Orion Portfolio Solutions, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 5 |
Great Diamond Partners, LLC | 5 | 5 | 0.12% | 0.16% | 0.18% | Q4 2019 | Q4 2020 | 5 |
PRINCETON CAPITAL MANAGEMENT LLC | 5 | 5 | 0.25% | 0.41% | 0.58% | Q2 2013 | Q2 2014 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
CIBC Private Wealth Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 5 |
Atlas Private Wealth Management, LLC | 5 | 5 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q4 2020 | 5 |
RPg Family Wealth Advisory, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 5 |
IMC-Chicago, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 5 |
Fusion Investment Group, LLC | 4 | 1 | 0.01% | 0.18% | 0.27% | Q4 2013 | Q2 2015 | 5 |
Sand Hill Global Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
WHITTIER TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 0.61% | 0.65% | 0.66% | Q3 2022 | Q3 2023 | 5 |
Modera Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.04% | 0.31% | 0.85% | Q2 2021 | Q3 2023 | 5 |
WOLFF WIESE MAGANA LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Ciovacco Capital Management LLC | 2 | 1 | 0.40% | 1.78% | 5.63% | Q4 2020 | Q3 2022 | 5 |
Sanford Advisory Services, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.05% | 0.14% | 0.23% | Q4 2021 | Q4 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 1.06% | 1.80% | 2.03% | Q4 2020 | Q4 2021 | 5 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.01% | 0.16% | 0.37% | Q4 2015 | Q3 2021 | 5 |
LBMC INVESTMENT ADVISORS, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Penserra Capital Management LLC | 3 | 1 | 0.00% | 0.12% | 0.31% | Q1 2018 | Q2 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Veritable, L.P. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
CETERA INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.12% | 0.15% | 0.17% | Q4 2015 | Q4 2016 | 5 |
TSFG, LLC | 4 | 1 | 0.00% | 0.57% | 0.86% | Q3 2019 | Q2 2022 | 5 |
KRAEMATON INVESTMENT ADVISORS, INC | 5 | 5 | 0.80% | 1.35% | 1.94% | Q4 2021 | Q4 2022 | 5 |
Versant Capital Management, Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 5 |
HWG Holdings LP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Ignite Planners, LLC | 4 | 1 | 0.13% | 0.21% | 0.37% | Q2 2022 | Q3 2023 | 5 |
Prime Capital Investment Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 5 |
TrinityPoint Wealth, LLC | 3 | 2 | 0.06% | 0.38% | 1.44% | Q1 2020 | Q1 2022 | 5 |
NIEMANN CAPITAL MANAGEMENT INC | 3 | 2 | 8.44% | 13.52% | 19.93% | Q3 2015 | Q3 2018 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
RDA Financial Network | 5 | 5 | 0.09% | 0.10% | 0.11% | Q3 2020 | Q3 2021 | 5 |
CUMBERLAND ADVISORS INC | 4 | 1 | 1.82% | 3.50% | 4.27% | Q3 2013 | Q2 2016 | 5 |
FundX Investment Group, LLC | 3 | 2 | 0.43% | 2.08% | 4.08% | Q1 2018 | Q2 2019 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q1 2019 | 5 |
FFT WEALTH MANAGEMENT LLC | 5 | 5 | 0.30% | 0.35% | 0.46% | Q3 2022 | Q3 2023 | 5 |
Grant/GrossMendelsohn, LLC | 5 | 5 | 6.20% | 7.20% | 8.19% | Q4 2020 | Q4 2021 | 5 |
Sterling Investment Advisors, Ltd. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
PRUDENTIAL PLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 5 |
DIVIDEND ASSETS CAPITAL, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.01% | 0.05% | 0.09% | Q3 2015 | Q3 2016 | 5 |
ROPES WEALTH ADVISORS LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 5 |
SOUTH GEORGIA CAPITAL, LLC | 3 | 2 | 0.08% | 0.17% | 0.30% | Q4 2013 | Q3 2015 | 5 |
Financial Advisory Group | 5 | 5 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q4 2021 | 5 |
Investors Financial Group, LLC | 5 | 5 | 0.12% | 0.14% | 0.18% | Q4 2020 | Q4 2021 | 5 |
Private Advisory Group LLC | 2 | 1 | 0.08% | 0.18% | 0.33% | Q2 2019 | Q3 2023 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
EXANE DERIVATIVES | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q1 2016 | 5 |
SIMON QUICK ADVISORS, LLC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q4 2017 | Q4 2019 | 5 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.12% | 0.17% | 0.24% | Q4 2022 | Q3 2023 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.05% | 0.12% | 0.19% | Q3 2022 | Q3 2023 | 4 |
G&S Capital LLC | 4 | 4 | 2.25% | 2.59% | 3.21% | Q4 2017 | Q3 2018 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.11% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Cypress Wealth Services, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q2 2020 | Q1 2021 | 4 |
Security National Bank | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Pallas Capital Advisors LLC | 4 | 4 | 0.03% | 0.04% | 0.07% | Q2 2021 | Q1 2022 | 4 |
HFG Advisors, Inc. | 2 | 2 | 0.23% | 0.34% | 0.50% | Q4 2021 | Q3 2023 | 4 |
AMG National Trust Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 4 |
Bruderman Asset Management, LLC | 2 | 1 | 0.00% | 0.08% | 0.32% | Q3 2015 | Q1 2019 | 4 |
AVALON CAPITAL MANAGEMENT | 2 | 1 | 0.50% | 1.52% | 2.49% | Q1 2015 | Q1 2018 | 4 |
B. Riley Financial, Inc. | 4 | 4 | 0.10% | 0.17% | 0.31% | Q3 2017 | Q2 2018 | 4 |
Cable Hill Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2017 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
MBA Advisors LLC | 4 | 4 | 0.27% | 0.35% | 0.46% | Q1 2021 | Q4 2021 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.24% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Intercontinental Wealth Advisors, LLC | 3 | 1 | 0.04% | 0.45% | 0.88% | Q2 2020 | Q2 2021 | 4 |
Sugarloaf Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Vigilant Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 3 | 1 | 0.09% | 0.14% | 0.23% | Q4 2020 | Q4 2021 | 4 |
Verity Asset Management, Inc. | 2 | 2 | 0.24% | 1.91% | 3.81% | Q4 2013 | Q3 2016 | 4 |
SWARTHMORE GROUP INC | 4 | 4 | 0.32% | 1.54% | 2.76% | Q3 2015 | Q2 2016 | 4 |
GREENLEAF TRUST | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.65% | 0.75% | 0.81% | Q4 2022 | Q3 2023 | 4 |
OAK HARBOR WEALTH PARTNERS, LLC | 2 | 2 | 0.07% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 4 |
Holloway Wealth Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q4 2021 | 4 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 4 | 4 | 0.33% | 0.38% | 0.41% | Q4 2019 | Q3 2020 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q2 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.33% | 0.35% | 0.36% | Q4 2022 | Q3 2023 | 4 |
ClearBridge Investments | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Tradewinds Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.01% | 0.03% | 0.10% | Q1 2015 | Q4 2015 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2016 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.34% | 0.66% | 0.79% | Q4 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Capital Analysts, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.09% | 0.15% | 0.20% | Q1 2020 | Q3 2023 | 4 |
Eagle Capital Management, LLC | 4 | 4 | 1.14% | 1.42% | 2.21% | Q4 2013 | Q3 2014 | 4 |
Virtue Capital Management, LLC | 3 | 1 | 0.04% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 4 |
KING LUTHER CAPITAL MANAGEMENT CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 4 |
55I, LLC | 2 | 2 | 0.01% | 0.22% | 0.55% | Q3 2019 | Q3 2022 | 4 |
Operose Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
PEAK6 Group LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 4 |
SUMMIT CAPITAL MANAGEMENT LLC | 3 | 1 | 1.90% | 4.18% | 5.99% | Q4 2013 | Q1 2016 | 4 |
Brinker Capital Investments, LLC | 4 | 4 | 0.13% | 0.16% | 0.20% | Q2 2013 | Q1 2014 | 4 |
PagnatoKarp Partners LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q1 2017 | Q4 2017 | 4 |
Visionary Asset Management, Inc. | 2 | 1 | 0.06% | 0.13% | 0.23% | Q3 2013 | Q2 2018 | 4 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q3 2022 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.36% | 0.50% | 0.66% | Q4 2022 | Q3 2023 | 4 |
Cranbrook Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Rockbridge Investment Management, LCC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
PACIFIC FINANCIAL GROUP INC | 4 | 4 | 1.27% | 1.68% | 1.85% | Q4 2018 | Q3 2019 | 4 |
ACIMA PRIVATE WEALTH, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Choice Wealth Advisors, LLC | 2 | 1 | 4.23% | 4.62% | 4.90% | Q4 2020 | Q1 2022 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Stuart Chaussee & Associates, Inc. | 4 | 4 | 0.03% | 0.17% | 0.22% | Q2 2020 | Q1 2021 | 4 |
Cardan Capital Partners, LLC | 3 | 1 | 0.10% | 0.67% | 0.88% | Q1 2017 | Q3 2021 | 4 |
VisionPoint Advisory Group, LLC | 4 | 4 | 0.22% | 0.29% | 0.35% | Q2 2020 | Q1 2021 | 4 |
Planning Solutions Group LLC | 3 | 3 | 0.70% | 0.78% | 0.83% | Q4 2018 | Q2 2019 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 3 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2014 | Q3 2014 | 3 |
Y.D. More Investments Ltd | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
S.C. Financial Services, Inc. | 3 | 3 | 0.44% | 0.48% | 0.52% | Q4 2021 | Q2 2022 | 3 |
TOWER TRUST Co | 3 | 3 | 0.17% | 0.20% | 0.22% | Q3 2013 | Q1 2014 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Arkos Global Advisors | 2 | 1 | 0.08% | 0.10% | 0.14% | Q2 2020 | Q1 2021 | 3 |
Compagnie Lombard Odier SCmA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 3 |
COMMUNITY BANK SYSTEM, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Safeguard Investment Advisory Group, LLC | 2 | 1 | 0.13% | 0.15% | 0.16% | Q4 2020 | Q3 2021 | 3 |
Keel Point, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Montecito Bank & Trust | 2 | 1 | 0.10% | 0.16% | 0.22% | Q2 2018 | Q1 2019 | 3 |
Litman Gregory Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
TriaGen Wealth Management LLC | 2 | 1 | 0.91% | 0.96% | 1.05% | Q4 2020 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2019 | 3 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 3 |
Ken Stern & Associates, Inc. | 3 | 3 | 2.83% | 3.09% | 3.32% | Q1 2018 | Q3 2018 | 3 |
City State Bank | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Rooted Wealth Advisors, Inc. | 3 | 3 | 0.66% | 0.93% | 1.10% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2020 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2018 | 3 |
STRINGER ASSET MANAGEMENT, LLC | 2 | 1 | 1.17% | 3.59% | 4.85% | Q2 2018 | Q3 2020 | 3 |
JONES FINANCIAL COMPANIES LLLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
LEVEL FOUR FINANCIAL, LLC | 2 | 1 | 0.27% | 0.31% | 0.38% | Q4 2020 | Q3 2021 | 3 |
Legacy Capital Wealth Partners, LLC | 3 | 3 | 1.79% | 2.28% | 2.81% | Q1 2022 | Q3 2022 | 3 |
Connectus Wealth, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Epic Trust Investment Advisors, LLC | 3 | 3 | 0.41% | 0.57% | 0.74% | Q4 2021 | Q2 2022 | 3 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2021 | 3 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 3 |
Mirae Asset Global Investments Co., Ltd. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2015 | 3 |
Legacy Financial Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 3 |
EQUITABLE TRUST CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
J Arnold Wealth Management Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Anchor Investment Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2021 | 3 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 3 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Aurora Investment Counsel | 2 | 1 | 0.10% | 0.19% | 0.24% | Q3 2018 | Q3 2019 | 3 |
SANDERS MORRIS HARRIS LLC | 3 | 3 | 0.13% | 0.57% | 1.25% | Q1 2016 | Q3 2016 | 3 |
Hirtle Callaghan & Co LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
20/20 Capital Management, Inc. | 3 | 3 | 0.24% | 0.26% | 0.28% | Q4 2020 | Q2 2021 | 3 |
NewEdge Wealth, LLC | 2 | 1 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.40% | 0.40% | 0.41% | Q1 2023 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.19% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 3.30% | 3.37% | 3.44% | Q4 2022 | Q3 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q2 2020 | 3 |
Alaethes Wealth LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q3 2021 | Q1 2022 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
HCR Wealth Advisors | 2 | 1 | 0.09% | 0.12% | 0.17% | Q4 2016 | Q4 2021 | 3 |
Dakota Wealth Management | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 3 |
OneAscent Financial Services LLC | 3 | 3 | 0.14% | 0.17% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
AFFINITY WEALTH MANAGEMENT LLC | 3 | 3 | 5.16% | 5.31% | 5.43% | Q2 2019 | Q4 2019 | 3 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
Wealth Advisory Solutions, LLC | 2 | 1 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2021 | 3 |
Heritage Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.04% | 0.82% | 1.41% | Q1 2023 | Q3 2023 | 3 |
Locust Wood Capital Advisers | 3 | 3 | 0.02% | 0.16% | 0.46% | Q4 2018 | Q2 2019 | 3 |
Truepoint, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Frontier Wealth Management LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Clearwater Capital Advisors, LLC | 2 | 1 | 0.02% | 0.13% | 0.19% | Q1 2018 | Q2 2019 | 3 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
DUBUQUE BANK & TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 3 |
VAUGHAN & Co SECURITIES, INC. | 2 | 1 | 0.05% | 0.10% | 0.17% | Q4 2019 | Q1 2022 | 3 |
WCG Wealth Advisors LLC | 2 | 1 | 0.07% | 0.28% | 0.69% | Q2 2022 | Q3 2023 | 3 |
Bouchey Financial Group Ltd | 2 | 1 | 1.24% | 2.11% | 2.56% | Q2 2014 | Q4 2018 | 3 |
Verdence Capital Advisors LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q3 2018 | 3 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.04% | 0.10% | Q2 2021 | Q2 2023 | 3 |
FIRST MANHATTAN CO. LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Cornerstone Financial Partners, LLC | 3 | 3 | 0.07% | 0.59% | 1.43% | Q4 2015 | Q2 2016 | 3 |
Legacy Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 3 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.03% | 0.13% | 0.31% | Q4 2015 | Q3 2018 | 3 |
Ergawealth Advisors, Inc. | 2 | 1 | 0.19% | 0.25% | 0.33% | Q4 2022 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Resolute Wealth Strategies, LLC | 3 | 3 | 1.09% | 1.14% | 1.17% | Q1 2023 | Q3 2023 | 3 |
SPINNAKER TRUST | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
SPOT TRADING L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2017 | 3 |
Advocacy Wealth Management Services, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 3 |
Compass Wealth Management LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q4 2023 | 3 |
Teamwork Financial Advisors, LLC | 3 | 3 | 0.31% | 0.34% | 0.38% | Q2 2020 | Q4 2020 | 3 |
Cynosure Group, LLC | 2 | 2 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Garden State Investment Advisory Services LLC | 2 | 2 | 0.36% | 0.71% | 1.06% | Q2 2023 | Q3 2023 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Horizon Wealth Management, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
TRUST CO OF OKLAHOMA | 2 | 2 | 0.16% | 0.20% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Zions Bancorporation, N.A. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 2 | 0.71% | 0.75% | 0.78% | Q2 2014 | Q3 2014 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.07% | 0.10% | Q4 2015 | Q2 2019 | 2 |
Sterling Manor Financial, LLC | 2 | 2 | 0.20% | 1.66% | 3.12% | Q2 2021 | Q3 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q3 2013 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Nauset Wealth Management. LLC | 2 | 2 | 1.62% | 2.06% | 2.49% | Q4 2021 | Q1 2022 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q1 2022 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2022 | 2 |
Merriman Wealth Management, LLC | 2 | 2 | 2.73% | 3.27% | 3.81% | Q2 2016 | Q3 2016 | 2 |
SMITH, MOORE & CO. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 2 |
Quantitative Advantage, LLC | 2 | 2 | 2.86% | 2.92% | 2.98% | Q1 2017 | Q2 2017 | 2 |
Weaver Consulting Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q1 2022 | 2 |
SPROTT INC. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 2 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q4 2021 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.37% | 0.37% | 0.38% | Q4 2018 | Q2 2019 | 2 |
TOEWS CORP /ADV | 2 | 2 | 8.16% | 8.16% | 8.16% | Q1 2015 | Q2 2015 | 2 |
Family Asset Management, LLC | 2 | 2 | 0.47% | 0.48% | 0.50% | Q2 2023 | Q3 2023 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
True Capital Management | 2 | 2 | 0.74% | 0.75% | 0.76% | Q4 2022 | Q1 2023 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2021 | 2 |
Merit Financial Group, LLC | 1 | 1 | 0.06% | 0.12% | 0.19% | Q3 2019 | Q2 2023 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Caprock Group, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q4 2020 | 2 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 2 | 2 | 0.82% | 1.06% | 1.31% | Q4 2019 | Q1 2020 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Pinkerton Retirement Specialists, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 2.34% | 2.79% | 3.25% | Q3 2015 | Q4 2015 | 2 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2016 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
ABLE Financial Group, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Fulcrum Equity Management | 1 | 1 | 0.01% | 0.12% | 0.23% | Q3 2019 | Q2 2020 | 2 |
Keystone Wealth Services, LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q1 2022 | 2 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2017 | 2 |
QUATTRO FINANCIAL ADVISORS LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q1 2018 | 2 |
Simply Money Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Citizens National Bank Trust Department | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Odey Asset Management Group Ltd | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2013 | Q3 2013 | 2 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 2 |
Quantbot Technologies LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Elk River Wealth Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
TL Private Wealth | 2 | 2 | 0.36% | 0.36% | 0.37% | Q4 2020 | Q1 2021 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.28% | 0.48% | 0.68% | Q4 2022 | Q1 2023 | 2 |
FOCUS Wealth Advisors, LLC | 2 | 2 | 2.24% | 2.24% | 2.25% | Q4 2020 | Q1 2021 | 2 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.06% | 0.16% | 0.27% | Q4 2021 | Q3 2023 | 2 |
Strengthening Families & Communities, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Waterloo Capital, L.P. | 1 | 1 | 0.10% | 0.12% | 0.15% | Q1 2020 | Q3 2023 | 2 |
Jefferies Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2018 | 2 |
MARIPAU WEALTH MANAGEMENT LLC | 2 | 2 | 0.19% | 0.21% | 0.24% | Q4 2021 | Q1 2022 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Premia Global Advisors, LLC | 1 | 1 | 0.00% | 0.61% | 1.21% | Q4 2017 | Q2 2018 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 2 |
Bickling Financial Services, Inc. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2021 | Q3 2021 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.10% | 0.20% | Q4 2021 | Q4 2022 | 2 |
PICTET ASSET MANAGEMENT SA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
SUMIT CAPITAL, LLC | 2 | 2 | 0.83% | 1.08% | 1.34% | Q4 2013 | Q1 2014 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 2 |
QCM Cayman, Ltd. | 2 | 2 | 0.26% | 0.69% | 1.12% | Q4 2020 | Q1 2021 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.14% | 0.27% | Q1 2018 | Q4 2018 | 2 |
Blackston Financial Advisory Group, LLC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q4 2021 | Q1 2022 | 2 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 2 |
McAdam, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Security Financial Services, INC. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
L2 Asset Management, LLC | 2 | 2 | 3.26% | 4.90% | 6.53% | Q3 2020 | Q4 2020 | 2 |
Objective Capital Management, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2021 | Q1 2022 | 2 |
TCWP LLC | 2 | 2 | 0.06% | 0.16% | 0.26% | Q4 2021 | Q1 2022 | 2 |
White Knight Strategic Wealth Advisors, LLC | 2 | 2 | 0.26% | 0.35% | 0.44% | Q4 2022 | Q1 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q4 2018 | 2 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 2 |
Quaker Wealth Management, LLC | 1 | 1 | 0.68% | 1.61% | 2.54% | Q4 2019 | Q1 2021 | 2 |
Beech Hill Advisors, Inc. | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2014 | Q3 2014 | 2 |
Adero Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
PEAPACK GLADSTONE FINANCIAL CORP | 2 | 2 | 0.01% | 0.07% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Banco Santander, S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2020 | 2 |
CAMDEN NATIONAL BANK | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2021 | 2 |
ALLIANCEBERNSTEIN L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Mader & Shannon Wealth Management, Inc. | 1 | 1 | 3.70% | 3.70% | 3.70% | Q4 2017 | Q4 2017 | 1 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2018 | Q3 2018 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
NEIRG Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Schoolcraft Capital LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2020 | Q1 2020 | 1 |
PATTEN & PATTEN INC/TN | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
25 LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Columbus Hill Capital Management, L.P. | 1 | 1 | 4.84% | 4.84% | 4.84% | Q3 2015 | Q3 2015 | 1 |
Zions Bancorporation | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Numina Capital Management, LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q4 2016 | Q4 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Brookstone Capital Management | 1 | 1 | 2.56% | 2.56% | 2.56% | Q4 2015 | Q4 2015 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 2.11% | 2.11% | 2.11% | Q1 2017 | Q1 2017 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Aevitas Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CAPITAL ONE FINANCIAL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2020 | Q2 2020 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Sage Capital Advisors,llc | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
KHP Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sepio Capital, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Clal Insurance Enterprises Holdings Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Alpine Group USVI, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q2 2017 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2013 | Q4 2013 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
White Lighthouse Investment Management Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Petix & Botte Co | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Legacy Private Trust Co. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2019 | Q3 2019 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Western Pacific Wealth Management, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Spectrum Financial Alliance Ltd LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BINGHAM OSBORN & SCARBOROUGH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 1.60% | 1.60% | 1.60% | Q4 2015 | Q4 2015 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2021 | Q2 2021 | 1 |
Glenview Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Asio Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
WealthOne, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
THREE BAYS CAPITAL LP | 1 | 1 | 3.64% | 3.64% | 3.64% | Q3 2015 | Q3 2015 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lansing Street Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2014 | Q4 2014 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Octavia Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
RPG Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Ascent Group, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Thomasville National Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2019 | Q4 2019 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 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 |
Wellington Shields & Co., LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Strid Group, LLC | 1 | 1 | 7.26% | 7.26% | 7.26% | Q4 2015 | Q4 2015 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Winthrop Advisory Group LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 4.02% | 4.02% | 4.02% | Q4 2018 | Q4 2018 | 1 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2022 | Q2 2022 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 7.79% | 7.79% | 7.79% | Q1 2019 | Q1 2019 | 1 |
Knights of Columbus Asset Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Stewardship Advisors, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2019 | Q4 2019 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Black Swift Group, LLC | 1 | 1 | 4.57% | 4.57% | 4.57% | Q3 2022 | Q3 2022 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Watson Rebecca | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WMS Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
MWA Asset Management | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Spot Trading L.L.C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIL Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2018 | Q2 2018 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
First City Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
NORTHSTAR WEALTH PARTNERS LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2018 | Q2 2018 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2018 | Q4 2018 | 1 |
Apriem Advisors | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Truadvice, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Eldridge Investment Advisors, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2020 | Q2 2020 | 1 |
Revolve Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
CT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 3.81% | 3.81% | 3.81% | Q1 2018 | Q1 2018 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.99% | 0.99% | 0.99% | Q2 2022 | Q2 2022 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2019 | Q2 2019 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 1.97% | 1.97% | 1.97% | Q4 2021 | Q4 2021 | 1 |
1ST SOURCE BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Beirne Wealth Consulting Services, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q3 2019 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
BLB&B Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Marks Wealth, LLC | 1 | 1 | 4.82% | 4.82% | 4.82% | Q4 2020 | Q4 2020 | 1 |
NWAM LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2018 | Q2 2018 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Joseph Group Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Savior LLC | 1 | 1 | 6.59% | 6.59% | 6.59% | Q2 2020 | Q2 2020 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Washington Trust Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Argent Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Thinkbetter Group LLC | 1 | 1 | 16.99% | 16.99% | 16.99% | Q3 2021 | Q3 2021 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
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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.