Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 57 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2023 | 41 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 40 |
LPL Financial LLC | 25 | 15 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 40 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 40 |
CITIGROUP INC | 23 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 36 |
Ameritas Investment Partners, Inc. | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Creative Planning | 18 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 33 |
Colorado Capital Management, Inc. | 32 | 32 | 0.20% | 0.56% | 1.26% | Q4 2015 | Q3 2023 | 32 |
RAYMOND JAMES & ASSOCIATES | 23 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 32 |
Blume Capital Management, Inc. | 16 | 16 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 31 |
Cutler Group LLC / CA | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 29 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 23 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 26 |
ADIRONDACK TRUST CO | 26 | 26 | 0.01% | 0.03% | 0.08% | Q2 2017 | Q3 2023 | 26 |
HOWLAND CAPITAL MANAGEMENT LLC | 14 | 12 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 26 |
ENVESTNET ASSET MANAGEMENT INC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 25 |
Cambridge Investment Research Advisors, Inc. | 14 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 25 |
WOLVERINE TRADING, LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Raymond James Financial Services Advisors, Inc. | 22 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 23 |
Geneos Wealth Management Inc. | 18 | 5 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 23 |
CX Institutional | 22 | 22 | 0.00% | 0.07% | 0.29% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
YHB Investment Advisors, Inc. | 12 | 9 | 0.02% | 0.06% | 0.15% | Q1 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
AMERIPRISE FINANCIAL INC | 14 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 21 |
HUNTINGTON NATIONAL BANK | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 21 |
Janney Montgomery Scott LLC | 13 | 3 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 20 |
GOLDMAN SACHS GROUP INC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 20 |
JNBA Financial Advisors | 9 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 20 |
Covington Capital Management | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
Private Advisor Group, LLC | 14 | 1 | 0.00% | 0.02% | 0.09% | Q3 2014 | Q3 2023 | 20 |
Eukles Asset Management | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Carroll Financial Associates, Inc. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2021 | 20 |
IHT Wealth Management, LLC | 17 | 2 | 0.00% | 0.18% | 0.69% | Q4 2017 | Q3 2023 | 19 |
Advisory Services Network, LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
1832 Asset Management L.P. | 19 | 19 | 0.00% | 0.00% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Capital Analysts, LLC | 19 | 19 | 0.01% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 19 |
OPPENHEIMER & CO INC | 15 | 4 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 19 |
Tradewinds Capital Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
APPLETON PARTNERS INC/MA | 15 | 1 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q4 2023 | 18 |
CAMDEN NATIONAL BANK | 14 | 1 | 0.05% | 0.08% | 0.12% | Q2 2018 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
BANK OF MONTREAL /CAN/ | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Parallel Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
CREDIT SUISSE AG/ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 17 |
STIFEL FINANCIAL CORP | 15 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 17 |
Advisors Preferred, LLC | 4 | 1 | 0.01% | 0.05% | 0.12% | Q4 2013 | Q1 2021 | 16 |
Walkner Condon Financial Advisors LLC | 16 | 16 | 0.21% | 0.32% | 0.54% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BLAIR WILLIAM & CO/IL | 13 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
First Allied Advisory Services, Inc. | 13 | 3 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2020 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
JPMORGAN CHASE & CO | 11 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 15 |
PARK NATIONAL CORP /OH/ | 15 | 15 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q4 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 15 | 15 | 0.00% | 0.10% | 0.20% | Q1 2020 | Q3 2023 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 15 |
Capital Investment Advisory Services, LLC | 10 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
PRENTISS SMITH & CO INC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2018 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
HighTower Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 14 |
Cetera Advisor Networks LLC | 14 | 14 | 0.01% | 0.09% | 0.25% | Q2 2020 | Q3 2023 | 14 |
Stonebridge Financial Planning Group, LLC | 14 | 14 | 0.09% | 1.10% | 1.95% | Q1 2020 | Q2 2023 | 14 |
B. Riley Wealth Advisors, Inc. | 12 | 1 | 0.00% | 0.04% | 0.09% | Q2 2014 | Q3 2023 | 14 |
FMR LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 14 |
D.A. DAVIDSON & CO. | 12 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 14 |
Milestone Advisory Partners | 14 | 14 | 0.64% | 1.71% | 3.87% | Q2 2020 | Q3 2023 | 14 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
BDO Wealth Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 13 |
Realta Investment Advisors | 12 | 1 | 0.00% | 0.07% | 0.13% | Q2 2019 | Q3 2023 | 13 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.02% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Cetera Advisors LLC | 12 | 1 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 13 |
BOKF, NA | 13 | 13 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2019 | 13 |
Cetera Investment Advisers | 13 | 13 | 0.02% | 0.07% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Gladstone Institutional Advisory LLC | 13 | 13 | 0.03% | 0.23% | 0.86% | Q3 2020 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Hudock, Inc. | 13 | 13 | 0.03% | 0.14% | 0.24% | Q3 2020 | Q3 2023 | 13 |
FRANKLIN RESOURCES INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.08% | 0.19% | Q3 2020 | Q3 2023 | 13 |
Global Retirement Partners, LLC | 7 | 6 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 13 |
Sigma Planning Corp | 13 | 13 | 0.01% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Baird Financial Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Mutual Advisors, LLC | 12 | 12 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Financial Advocates Investment Management | 12 | 12 | 0.03% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Onyx Bridge Wealth Group LLC | 12 | 12 | 0.18% | 0.45% | 1.02% | Q4 2020 | Q3 2023 | 12 |
TOTH FINANCIAL ADVISORY CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Avior Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Leelyn Smith, LLC | 12 | 12 | 0.00% | 0.11% | 0.35% | Q1 2020 | Q4 2022 | 12 |
MML INVESTORS SERVICES, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.06% | 0.11% | 0.24% | Q4 2020 | Q3 2023 | 12 |
American Portfolios Advisors | 12 | 12 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q3 2022 | 12 |
AE Wealth Management LLC | 12 | 12 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Stratos Wealth Partners, LTD. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Prospera Financial Services Inc | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Larson Financial Group LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Financial Partners Group, Inc | 12 | 12 | 0.09% | 0.24% | 0.47% | Q4 2020 | Q3 2023 | 12 |
BALDWIN BROTHERS LLC/MA | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.04% | 0.13% | 0.30% | Q4 2020 | Q3 2023 | 12 |
HSBC HOLDINGS PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Elite Wealth Management, Inc. | 12 | 12 | 0.10% | 0.72% | 1.68% | Q4 2020 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2019 | 12 |
Wealthspire Advisors, LLC | 12 | 12 | 0.11% | 0.21% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Bluesphere Advisors, LLC | 12 | 12 | 0.58% | 1.30% | 2.68% | Q4 2020 | Q3 2023 | 12 |
CITY HOLDING CO | 12 | 12 | 0.08% | 0.17% | 0.24% | Q4 2020 | Q3 2023 | 12 |
SVB WEALTH LLC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Commonwealth Equity Services, Inc | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 12 |
Founders Financial Alliance, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
LINCOLN NATIONAL CORP | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Moloney Securities Asset Management, LLC | 12 | 12 | 0.06% | 0.12% | 0.19% | Q4 2020 | Q3 2023 | 12 |
WEDBUSH SECURITIES INC | 12 | 12 | 0.02% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 12 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 12 | 12 | 0.05% | 0.10% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Carmichael Hill & Associates, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Princeton Global Asset Management LLC | 12 | 12 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 12 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 12 | 12 | 0.11% | 0.16% | 0.26% | Q3 2020 | Q2 2023 | 12 |
Rikoon Group, LLC | 12 | 12 | 0.09% | 0.16% | 0.29% | Q2 2018 | Q1 2021 | 12 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Equitable Holdings, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.06% | 0.20% | Q4 2018 | Q4 2021 | 11 |
Kovack Advisors, Inc. | 11 | 11 | 0.04% | 0.06% | 0.11% | Q4 2020 | Q2 2023 | 11 |
Madrona Financial Services, LLC | 11 | 11 | 0.29% | 2.08% | 2.67% | Q1 2021 | Q3 2023 | 11 |
LexAurum Advisors, LLC | 10 | 1 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
New England Private Wealth Advisors LLC | 11 | 11 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q3 2023 | 11 |
RAYMOND JAMES TRUST N.A. | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
FIRST TRUST ADVISORS LP | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Manchester Capital Management LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
NVWM, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
FIFTH THIRD BANCORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 11 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
MANCHESTER FINANCIAL INC | 11 | 11 | 1.12% | 1.97% | 3.40% | Q3 2020 | Q1 2023 | 11 |
MEITAV INVESTMENT HOUSE LTD | 11 | 11 | 0.05% | 0.98% | 8.94% | Q1 2021 | Q3 2023 | 11 |
Kingsview Wealth Management, LLC | 6 | 5 | 0.01% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 11 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 11 | 11 | 0.24% | 0.32% | 0.45% | Q4 2020 | Q2 2023 | 11 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 11 | 11 | 1.34% | 3.02% | 4.32% | Q1 2021 | Q3 2023 | 11 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11 | 11 | 0.03% | 0.08% | 0.13% | Q4 2020 | Q2 2023 | 11 |
CIBC Private Wealth Group, LLC | 11 | 11 | 0.02% | 0.09% | 0.30% | Q1 2021 | Q3 2023 | 11 |
GREAT VALLEY ADVISOR GROUP, INC. | 11 | 11 | 0.03% | 0.09% | 0.21% | Q3 2020 | Q1 2023 | 11 |
Arbor Investment Advisors, LLC | 9 | 2 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q2 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
First PREMIER Bank | 11 | 11 | 0.05% | 0.10% | 0.13% | Q1 2021 | Q3 2023 | 11 |
GPS Wealth Strategies Group, LLC | 8 | 3 | 0.04% | 0.37% | 1.13% | Q4 2020 | Q3 2023 | 11 |
SIGNATUREFD, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Secure Asset Management, LLC | 8 | 2 | 0.14% | 0.84% | 3.49% | Q4 2020 | Q3 2023 | 10 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 10 | 10 | 0.16% | 0.19% | 0.22% | Q2 2021 | Q3 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.09% | 0.28% | Q1 2021 | Q3 2023 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.01% | 0.04% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Prestige Wealth Management Group LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Advisor Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
BNP PARIBAS FINANCIAL MARKETS | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
TCI Wealth Advisors, Inc. | 10 | 10 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q1 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.16% | 0.46% | Q4 2020 | Q1 2023 | 10 |
Concentrum Wealth Management | 10 | 10 | 1.05% | 1.30% | 1.59% | Q4 2020 | Q1 2023 | 10 |
HRT FINANCIAL LP | 4 | 1 | 0.01% | 0.57% | 4.46% | Q4 2014 | Q3 2023 | 10 |
KEYBANK NATIONAL ASSOCIATION/OH | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 10 |
AdvisorNet Financial, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Mayflower Financial Advisors, LLC | 10 | 10 | 0.07% | 0.09% | 0.14% | Q1 2021 | Q2 2023 | 10 |
SMITH, MOORE & CO. | 10 | 10 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2023 | 10 |
Parcion Private Wealth LLC | 10 | 10 | 0.11% | 0.18% | 0.26% | Q2 2020 | Q3 2022 | 10 |
SRS Capital Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Winch Advisory Services, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MCDONALD PARTNERS LLC | 6 | 4 | 0.07% | 0.08% | 0.11% | Q4 2020 | Q2 2023 | 10 |
Royal Fund Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
PEOPLES FINANCIAL SERVICES CORP. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 10 |
Western Wealth Management, LLC | 8 | 2 | 0.04% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 10 |
WealthOne, LLC | 10 | 10 | 0.11% | 0.15% | 0.20% | Q1 2021 | Q2 2023 | 10 |
NWAM LLC | 7 | 2 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 9 | 9 | 0.08% | 0.12% | 0.17% | Q3 2021 | Q3 2023 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 3 | 0.01% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 9 |
MAI Capital Management | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Community Financial Services Group, LLC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Arkadios Wealth Advisors | 6 | 1 | 0.00% | 0.07% | 0.20% | Q4 2019 | Q3 2022 | 9 |
HBK Sorce Advisory LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
FIRST MANHATTAN CO. LLC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
BANK HAPOALIM BM | 9 | 9 | 0.87% | 1.16% | 1.44% | Q1 2021 | Q1 2023 | 9 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 9 | 9 | 0.78% | 2.26% | 2.83% | Q3 2021 | Q3 2023 | 9 |
Snowden Capital Advisors LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
Joel Isaacson & Co., LLC | 8 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Essex LLC | 9 | 9 | 0.10% | 0.14% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Horan Securities, Inc. | 7 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 9 |
Baker Avenue Asset Management, LP | 9 | 9 | 0.01% | 0.04% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Belpointe Asset Management LLC | 9 | 9 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q1 2023 | 9 |
North Star Investment Management Corp. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Wealthcare Advisory Partners LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 9 |
FinTrust Capital Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Mattern Wealth Management LLC | 9 | 9 | 0.09% | 0.24% | 0.40% | Q3 2020 | Q3 2022 | 9 |
MV CAPITAL MANAGEMENT, INC. | 9 | 9 | 0.00% | 0.02% | 0.12% | Q1 2021 | Q1 2023 | 9 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 9 |
Csenge Advisory Group | 5 | 2 | 0.02% | 0.21% | 0.44% | Q4 2020 | Q3 2023 | 9 |
MOTCO | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Ancora Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Mason & Associates Inc | 8 | 8 | 0.10% | 0.67% | 3.12% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.05% | 0.10% | 0.14% | Q4 2019 | Q3 2021 | 8 |
My Personal CFO, LLC | 8 | 8 | 0.16% | 0.44% | 0.93% | Q4 2021 | Q3 2023 | 8 |
First Heartland Consultants, Inc. | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Allworth Financial LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
OneDigital Investment Advisors LLC | 5 | 3 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q4 2021 | 8 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 0.46% | 0.91% | 1.26% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PFG Advisors | 6 | 2 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 8 |
CABOT WEALTH MANAGEMENT INC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Mascoma Wealth Management LLC | 8 | 8 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Wagner Wealth Management, LLC | 5 | 3 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q4 2022 | 8 |
Moors & Cabot, Inc. | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Migdal Insurance & Financial Holdings Ltd. | 7 | 1 | 0.00% | 0.03% | 0.26% | Q1 2021 | Q2 2023 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 8 | 0.05% | 0.33% | 0.55% | Q4 2020 | Q3 2022 | 8 |
Money Design Co.,Ltd. | 8 | 8 | 0.00% | 0.36% | 0.66% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SYNOVUS FINANCIAL CORP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 8 |
South Shore Capital Advisors | 8 | 8 | 0.43% | 0.69% | 0.89% | Q4 2020 | Q3 2022 | 8 |
EPG Wealth Management LLC | 6 | 2 | 0.00% | 0.16% | 0.44% | Q4 2020 | Q4 2022 | 8 |
Bell Rock Capital LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
CIBC WORLD MARKET INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bickling Financial Services, Inc. | 8 | 8 | 0.15% | 0.26% | 0.33% | Q1 2021 | Q4 2022 | 8 |
COLONY GROUP LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 8 |
LEO BROKERAGE, LLC | 4 | 2 | 0.03% | 0.07% | 0.12% | Q4 2020 | Q2 2023 | 8 |
Spectrum Management Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Personal Capital Advisors Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
Activest Wealth Management | 4 | 1 | 0.00% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 7 |
Choate Investment Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Merit Financial Group, LLC | 4 | 1 | 0.01% | 0.03% | 0.11% | Q4 2020 | Q2 2023 | 7 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Stonebridge Capital Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.14% | 0.20% | 0.23% | Q1 2022 | Q3 2023 | 7 |
PROVENCE WEALTH MANAGEMENT GROUP | 6 | 1 | 0.07% | 0.37% | 0.56% | Q4 2021 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.05% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Belvedere Trading LLC | 3 | 1 | 0.00% | 0.05% | 0.13% | Q4 2020 | Q1 2022 | 7 |
B. Riley Wealth Management, Inc. | 7 | 7 | 0.00% | 0.13% | 0.20% | Q4 2020 | Q2 2022 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 7 |
American Institute for Advanced Investment Management, LLP | 7 | 7 | 0.41% | 0.65% | 0.95% | Q4 2021 | Q2 2023 | 7 |
Sandy Spring Bank | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Global Trust Asset Management, LLC | 7 | 7 | 0.01% | 0.09% | 0.28% | Q3 2020 | Q1 2022 | 7 |
SALEM INVESTMENT COUNSELORS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.02% | 0.18% | 0.25% | Q2 2022 | Q3 2023 | 7 |
SP Asset Management | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2022 | 7 |
PRUDENTIAL PLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 7 |
Dynamic Advisor Solutions LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Oakworth Capital, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
Lattice Capital Management, LLC | 7 | 7 | 0.28% | 1.71% | 5.22% | Q4 2021 | Q2 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.07% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 7 |
PCG Wealth Advisors, LLC | 7 | 7 | 0.15% | 0.30% | 0.56% | Q4 2021 | Q2 2023 | 7 |
Apriem Advisors | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q3 2015 | 7 |
Portfolio Strategies, Inc. | 4 | 3 | 1.67% | 4.60% | 6.41% | Q3 2020 | Q3 2022 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Cornerstone Wealth Management, LLC | 6 | 6 | 0.02% | 0.04% | 0.08% | Q1 2021 | Q2 2022 | 6 |
Curbstone Financial Management Corp | 6 | 6 | 0.41% | 0.47% | 0.51% | Q2 2014 | Q3 2015 | 6 |
Paragon Wealth Strategies, LLC | 6 | 6 | 0.20% | 2.77% | 6.36% | Q3 2020 | Q4 2021 | 6 |
TAP Consulting, LLC | 5 | 1 | 0.00% | 0.30% | 0.38% | Q4 2021 | Q3 2023 | 6 |
BARCLAYS PLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 6 |
ALBION FINANCIAL GROUP /UT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Cypress Capital Group | 5 | 1 | 0.03% | 0.10% | 0.16% | Q1 2021 | Q3 2022 | 6 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 6 |
Avitas Wealth Management LLC | 6 | 6 | 0.06% | 0.08% | 0.12% | Q3 2020 | Q4 2021 | 6 |
Anfield Capital Management, LLC | 6 | 6 | 0.30% | 0.62% | 1.14% | Q3 2020 | Q4 2021 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
SCOTIA CAPITAL INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
ASB Consultores, LLC | 6 | 6 | 0.53% | 0.60% | 0.67% | Q2 2022 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 6 |
SEAVIEW INVESTMENT MANAGERS LLC | 6 | 6 | 0.12% | 0.52% | 0.76% | Q1 2021 | Q2 2022 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Beacon Pointe Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Somerset Group LLC | 5 | 1 | 0.17% | 0.18% | 0.20% | Q1 2021 | Q3 2022 | 6 |
NIEMANN CAPITAL MANAGEMENT INC | 4 | 1 | 0.20% | 1.90% | 2.83% | Q2 2013 | Q2 2020 | 6 |
Glassman Wealth Services | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.05% | 0.12% | Q4 2018 | Q3 2021 | 6 |
Cambridge Advisors Inc. | 4 | 2 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q2 2023 | 6 |
Stratos Wealth Advisors, LLC | 6 | 6 | 0.04% | 0.10% | 0.18% | Q1 2021 | Q2 2022 | 6 |
Endurance Wealth Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2017 | 6 |
STEPHENS INC /AR/ | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.04% | 0.13% | Q1 2021 | Q3 2023 | 5 |
Optiver Holding B.V. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Burleson & Company, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 5 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.00% | 0.09% | 0.16% | Q2 2018 | Q1 2022 | 5 |
SG Americas Securities, LLC | 3 | 2 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q1 2017 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q4 2022 | 5 |
WIMMER ASSOCIATES 1, LLC | 3 | 2 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.03% | 0.12% | 0.17% | Q4 2021 | Q4 2022 | 5 |
JFS WEALTH ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Avestar Capital, LLC | 4 | 1 | 0.01% | 0.30% | 0.90% | Q4 2017 | Q4 2021 | 5 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.06% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
PEAK6 Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 5 |
Operose Advisors LLC | 5 | 5 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Castleview Partners, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Golden State Wealth Management, LLC | 2 | 1 | 0.00% | 1.82% | 9.06% | Q2 2019 | Q4 2021 | 5 |
WEALTH ADVISORS, INC. | 5 | 5 | 0.09% | 0.11% | 0.16% | Q1 2021 | Q1 2022 | 5 |
Plante Moran Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
COZAD ASSET MANAGEMENT INC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q1 2022 | 5 |
TriaGen Wealth Management LLC | 5 | 5 | 0.53% | 0.61% | 0.67% | Q4 2020 | Q4 2021 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2022 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Colonial River Wealth Management, LLC | 3 | 2 | 0.25% | 0.31% | 0.39% | Q4 2020 | Q1 2022 | 5 |
DeDora Capital, Inc. | 5 | 5 | 0.12% | 0.16% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Trek Financial, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
Kaizen Financial Strategies | 5 | 5 | 0.21% | 0.44% | 0.77% | Q3 2021 | Q3 2022 | 5 |
Fulcrum Equity Management | 4 | 1 | 0.12% | 1.10% | 2.16% | Q2 2020 | Q3 2022 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Grant/GrossMendelsohn, LLC | 5 | 5 | 0.65% | 2.87% | 4.34% | Q4 2020 | Q4 2021 | 5 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 5 |
SPINNAKER TRUST | 5 | 5 | 0.06% | 0.08% | 0.11% | Q3 2014 | Q3 2015 | 5 |
Bogart Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VAN ECK ASSOCIATES CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 4 |
Intrua Financial, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Capital Advisors, Ltd. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Community Bank, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
PARSONS CAPITAL MANAGEMENT INC/RI | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 4 |
Beaumont Financial Partners, LLC | 4 | 4 | 0.02% | 0.40% | 0.83% | Q2 2021 | Q1 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.07% | 0.18% | 0.26% | Q3 2021 | Q1 2023 | 4 |
Legacy Wealth Partners, Inc. | 4 | 4 | 0.21% | 0.26% | 0.35% | Q2 2020 | Q1 2021 | 4 |
Wellington Shields Capital Management, LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2013 | Q3 2014 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.80% | 1.80% | Q4 2022 | Q3 2023 | 4 |
Cassady Schiller Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Psagot Value Holdings Ltd. | 4 | 4 | 0.03% | 0.05% | 0.12% | Q4 2020 | Q3 2021 | 4 |
Telemetry Investments, L.L.C. | 3 | 1 | 0.29% | 0.36% | 0.46% | Q1 2021 | Q3 2022 | 4 |
WealthShield Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 4 |
PRIVATE ASSET MANAGEMENT INC | 4 | 4 | 0.03% | 0.08% | 0.13% | Q1 2021 | Q4 2021 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Insight Advisors, LLC/ PA | 4 | 4 | 0.11% | 0.17% | 0.25% | Q1 2021 | Q4 2021 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 4 |
Veritable, L.P. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 4 |
Gemmer Asset Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
INTEGRAL INVESTMENT ADVISORS, INC. | 4 | 4 | 0.16% | 0.85% | 1.19% | Q4 2021 | Q3 2022 | 4 |
Diversified, LLC | 4 | 4 | 0.94% | 1.24% | 1.38% | Q2 2021 | Q1 2022 | 4 |
Eley Financial Management, Inc | 4 | 4 | 0.24% | 0.27% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Cardan Capital Partners, LLC | 4 | 4 | 0.05% | 0.08% | 0.10% | Q3 2016 | Q2 2017 | 4 |
Sonora Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
All Season Financial Advisors, Inc. | 3 | 1 | 0.33% | 0.56% | 0.76% | Q1 2022 | Q2 2023 | 4 |
StoneX Group Inc. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q4 2021 | 4 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
J.W. COLE ADVISORS, INC. | 2 | 2 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q1 2022 | 4 |
Placemark Investments, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
BAIRD ROBERT W & CO INC /WI/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Collaborative Wealth Managment Inc. | 2 | 1 | 0.16% | 0.23% | 0.27% | Q1 2021 | Q3 2022 | 4 |
Worth Asset Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
Destiny Wealth Partners, LLC | 2 | 1 | 0.01% | 0.03% | 0.03% | Q1 2021 | Q4 2022 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Claro Advisors LLC | 2 | 1 | 0.00% | 0.07% | 0.09% | Q4 2018 | Q3 2023 | 4 |
Geier Asset Management, Inc. | 3 | 3 | 0.20% | 0.22% | 0.26% | Q4 2020 | Q2 2021 | 3 |
Crescent Capital Consulting, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Ayalon Insurance Comp Ltd. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Private Advisory Group LLC | 2 | 1 | 0.12% | 0.45% | 0.69% | Q3 2020 | Q3 2022 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.08% | 0.12% | 0.18% | Q1 2023 | Q3 2023 | 3 |
DB Wealth Management Group, LLC | 2 | 1 | 0.01% | 0.30% | 0.47% | Q4 2020 | Q4 2021 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
WealthCare Investment Partners, LLC | 2 | 1 | 0.17% | 0.21% | 0.26% | Q4 2021 | Q3 2022 | 3 |
CASCADE INVESTMENT GROUP, INC. | 3 | 3 | 0.21% | 0.22% | 0.24% | Q4 2022 | Q2 2023 | 3 |
HAZLETT, BURT & WATSON, INC. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Paradigm Financial Advisors, LLC | 3 | 3 | 1.40% | 1.98% | 2.42% | Q2 2021 | Q4 2021 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2021 | 3 |
SP Asset Management LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
PINNACLE ASSOCIATES LTD | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
FSA Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 3 |
Stevard, LLC | 3 | 3 | 0.22% | 0.23% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Transform Wealth, LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q2 2016 | Q4 2016 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Key Client Fiduciary Advisors, LLC | 2 | 1 | 0.18% | 0.21% | 0.25% | Q4 2021 | Q3 2022 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 3 |
Robertson Stephens Wealth Management, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Triumph Capital Management | 3 | 3 | 0.60% | 0.66% | 0.76% | Q2 2021 | Q4 2021 | 3 |
Good Life Advisors, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q2 2021 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Hilltop Holdings Inc. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 3 |
Clay Northam Wealth Management, LLC | 2 | 1 | 0.26% | 0.26% | 0.27% | Q4 2021 | Q3 2022 | 3 |
Cascadia Advisory Services, LLC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q1 2021 | Q3 2021 | 3 |
Vigilare Wealth Management | 2 | 1 | 0.36% | 0.39% | 0.41% | Q2 2021 | Q3 2022 | 3 |
Brevan Howard Capital Management LP | 3 | 3 | 0.58% | 1.24% | 2.03% | Q4 2020 | Q2 2021 | 3 |
Synergy Asset Management, LLC | 1 | 1 | 0.05% | 0.98% | 1.60% | Q4 2020 | Q4 2021 | 3 |
Barrett Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
PFG Investments, LLC | 3 | 3 | 0.36% | 0.41% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 3 |
ACCESS FINANCIAL SERVICES, INC. | 2 | 2 | 0.45% | 0.48% | 0.51% | Q2 2021 | Q3 2021 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
SEGALL BRYANT & HAMILL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
DHK Financial Advisors, Inc. | 2 | 2 | 0.49% | 0.52% | 0.56% | Q2 2023 | Q3 2023 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.59% | 1.39% | 2.18% | Q4 2021 | Q3 2023 | 2 |
Brendel Financial Advisors LLC | 1 | 1 | 0.03% | 0.29% | 0.54% | Q4 2020 | Q2 2021 | 2 |
Executive Wealth Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
CHIRON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.17% | 0.22% | 0.28% | Q1 2022 | Q2 2022 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Wealth Management Partners, LLC | 2 | 2 | 0.22% | 0.25% | 0.28% | Q4 2020 | Q1 2021 | 2 |
ARGI Investment Services, LLC | 2 | 2 | 0.10% | 0.15% | 0.21% | Q4 2021 | Q1 2022 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Neuberger Berman Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 1.81% | 1.81% | 1.81% | Q1 2014 | Q2 2014 | 2 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2015 | 2 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Bard Financial Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q1 2022 | 2 |
QCM Cayman, Ltd. | 2 | 2 | 0.58% | 0.92% | 1.26% | Q4 2020 | Q1 2021 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Carnick & Kubik, LLC | 2 | 2 | 0.08% | 0.12% | 0.17% | Q4 2015 | Q1 2016 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Platt Investment Counsel, LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q2 2021 | Q3 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
INVICTUS PRIVATE WEALTH, LLC | 2 | 2 | 0.74% | 0.90% | 1.05% | Q4 2022 | Q1 2023 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Derbend Asset Management | 2 | 2 | 0.25% | 0.27% | 0.28% | Q2 2021 | Q3 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
USCA RIA LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q1 2021 | Q2 2021 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
MMBG INVESTMENT ADVISORS CO. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.18% | 0.25% | 0.32% | Q4 2021 | Q1 2022 | 2 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Sterling Manor Financial, LLC | 2 | 2 | 0.42% | 0.46% | 0.49% | Q1 2021 | Q2 2021 | 2 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Garden State Investment Advisory Services LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Savant Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
CONSILIO WEALTH ADVISORS, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2021 | Q4 2021 | 1 |
Ergoteles LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2021 | Q1 2021 | 1 |
EUDAIMONIA ADVISORS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Paradigm, Strategies in Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Personal Wealth Partners | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Stonehearth Capital Management, LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2021 | Q4 2021 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Summit X, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Wedmont Private Capital | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Gunma Bank,Ltd. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2021 | Q1 2021 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2021 | Q4 2021 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advisor Resource Council | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2021 | Q2 2021 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
BARINGS LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Virtu Financial LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2014 | Q4 2014 | 1 |
FundX Investment Group, LLC | 1 | 1 | 3.61% | 3.61% | 3.61% | Q1 2021 | Q1 2021 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WMG Financial Advisors, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2022 | Q3 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
HAP Trading, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
One Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
RMR Wealth Builders | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2021 | Q1 2021 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q1 2021 | Q1 2021 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Parker Investment Management, LLC | 1 | 1 | 4.40% | 4.40% | 4.40% | Q4 2020 | Q4 2020 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Beaumont Financial Advisors, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2023 | Q2 2023 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ETFIDEA, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
External links
This page lists all the filers that currently own FIRST TR EXCHANGE-TRADED FD or have owned FIRST TR EXCHANGE-TRADED FD in the past.