Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 77 |
Cutler Group LLC / CA | 18 | 1 | 0.00% | 0.01% | 0.12% | Q1 2016 | Q3 2023 | 57 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 44 |
Texas Yale Capital Corp. | 42 | 42 | 0.04% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 41 | 41 | 0.04% | 0.09% | 0.17% | Q3 2013 | Q3 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 40 | 40 | 0.00% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 40 |
CITIGROUP INC | 35 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
STIFEL FINANCIAL CORP | 28 | 9 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 37 |
CENTRAL TRUST Co | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 26 | 1 | 0.00% | 0.05% | 0.32% | Q2 2013 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.01% | 0.12% | 0.28% | Q2 2013 | Q3 2023 | 35 |
JPMORGAN CHASE & CO | 29 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
First Heartland Consultants, Inc. | 28 | 1 | 0.03% | 0.40% | 1.64% | Q2 2013 | Q3 2023 | 34 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 28 | 5 | 0.00% | 0.50% | 1.13% | Q2 2014 | Q3 2023 | 33 |
Private Advisor Group, LLC | 29 | 4 | 0.00% | 0.04% | 0.08% | Q1 2015 | Q3 2023 | 33 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.13% | Q4 2015 | Q3 2023 | 31 |
OPTIMUM INVESTMENT ADVISORS | 29 | 2 | 0.04% | 0.27% | 0.60% | Q4 2014 | Q3 2022 | 31 |
Creative Planning | 24 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 30 |
GOLDMAN SACHS GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 29 | 29 | 0.03% | 0.05% | 0.07% | Q3 2016 | Q3 2023 | 29 |
Argent Trust Co | 28 | 1 | 0.02% | 0.04% | 0.15% | Q4 2014 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q4 2020 | 29 |
Baird Financial Group, Inc. | 28 | 28 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Royal Fund Management, LLC | 28 | 28 | 0.00% | 1.24% | 2.61% | Q4 2016 | Q3 2023 | 28 |
BANK HAPOALIM BM | 28 | 28 | 0.05% | 0.35% | 0.91% | Q4 2016 | Q3 2023 | 28 |
WEDBUSH SECURITIES INC | 28 | 28 | 0.03% | 0.06% | 0.15% | Q4 2016 | Q3 2023 | 28 |
O'Dell Group, LLC | 28 | 28 | 0.19% | 4.40% | 7.23% | Q4 2016 | Q3 2023 | 28 |
Prospera Financial Services Inc | 28 | 28 | 0.01% | 0.09% | 0.30% | Q4 2016 | Q3 2023 | 28 |
ATWOOD & PALMER INC | 28 | 28 | 0.01% | 0.23% | 0.34% | Q4 2016 | Q3 2023 | 28 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 28 | 28 | 0.01% | 0.02% | 0.12% | Q4 2016 | Q3 2023 | 28 |
Transamerica Financial Advisors, Inc. | 28 | 28 | 0.00% | 0.89% | 1.98% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.01% | 0.24% | 0.45% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 28 |
NewEdge Advisors, LLC | 28 | 28 | 0.00% | 0.45% | 1.12% | Q4 2016 | Q3 2023 | 28 |
Cetera Advisor Networks LLC | 27 | 1 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 28 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.27% | 0.90% | Q1 2017 | Q3 2023 | 27 |
Stratos Wealth Partners, LTD. | 27 | 27 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 27 |
NewSquare Capital LLC | 23 | 4 | 0.00% | 2.70% | 4.51% | Q4 2016 | Q3 2023 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
D.A. DAVIDSON & CO. | 19 | 8 | 0.02% | 0.05% | 0.07% | Q4 2016 | Q3 2023 | 27 |
CWM, LLC | 19 | 8 | 0.00% | 0.18% | 0.51% | Q4 2016 | Q3 2023 | 27 |
HighTower Advisors, LLC | 24 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 26 |
Patriot Financial Group Insurance Agency, LLC | 21 | 5 | 0.00% | 0.04% | 0.10% | Q1 2017 | Q3 2023 | 26 |
Jacobi Capital Management LLC | 26 | 26 | 0.09% | 0.15% | 0.19% | Q2 2017 | Q3 2023 | 26 |
Cetera Investment Advisers | 26 | 26 | 0.01% | 0.08% | 0.25% | Q2 2017 | Q3 2023 | 26 |
Sigma Planning Corp | 23 | 1 | 0.01% | 0.10% | 0.53% | Q4 2014 | Q3 2023 | 26 |
SIGNATUREFD, LLC | 23 | 3 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 26 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 26 |
Brookstone Capital Management | 14 | 3 | 0.01% | 0.23% | 1.37% | Q4 2016 | Q3 2023 | 25 |
B. Riley Wealth Advisors, Inc. | 23 | 1 | 0.00% | 0.06% | 0.12% | Q2 2014 | Q3 2023 | 25 |
Regal Investment Advisors LLC | 13 | 1 | 0.10% | 0.19% | 0.31% | Q4 2016 | Q3 2023 | 25 |
Milestone Advisory Partners | 24 | 24 | 0.30% | 0.44% | 0.61% | Q4 2017 | Q3 2023 | 24 |
Cetera Advisors LLC | 16 | 3 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.07% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Belpointe Asset Management LLC | 22 | 2 | 0.03% | 0.08% | 0.16% | Q3 2017 | Q3 2023 | 24 |
Centerpoint Advisors, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Santori & Peters, Inc. | 24 | 24 | 0.30% | 0.81% | 1.16% | Q4 2017 | Q3 2023 | 24 |
BALDWIN BROTHERS LLC/MA | 24 | 24 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2023 | 24 |
DAVENPORT & Co LLC | 15 | 9 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 6 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 24 |
NAVELLIER & ASSOCIATES INC | 8 | 1 | 0.06% | 1.64% | 4.42% | Q2 2014 | Q2 2023 | 24 |
Kovack Advisors, Inc. | 23 | 1 | 0.04% | 0.11% | 0.20% | Q4 2016 | Q3 2023 | 24 |
Financial Partners Group, Inc | 24 | 24 | 0.24% | 0.70% | 1.92% | Q4 2017 | Q3 2023 | 24 |
FIFTH THIRD BANCORP | 23 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 24 |
Focused Wealth Management, Inc | 23 | 23 | 0.01% | 0.49% | 1.66% | Q1 2018 | Q3 2023 | 23 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 23 | 23 | 0.00% | 0.03% | 0.09% | Q2 2014 | Q4 2019 | 23 |
SPC Financial, Inc. | 21 | 2 | 0.14% | 0.41% | 0.61% | Q4 2016 | Q3 2023 | 23 |
MinichMacGregor Wealth Management, LLC | 8 | 1 | 0.00% | 2.11% | 4.64% | Q4 2016 | Q3 2023 | 23 |
OneDigital Investment Advisors LLC | 23 | 23 | 0.00% | 0.34% | 0.80% | Q1 2018 | Q3 2023 | 23 |
1832 Asset Management L.P. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Ayalon Insurance Comp Ltd. | 19 | 3 | 0.18% | 1.13% | 2.22% | Q1 2018 | Q3 2023 | 22 |
MEITAV INVESTMENT HOUSE LTD | 15 | 3 | 0.02% | 0.97% | 1.96% | Q4 2017 | Q3 2023 | 22 |
FIRST TRUST ADVISORS LP | 21 | 1 | 0.63% | 1.07% | 1.70% | Q4 2016 | Q3 2023 | 22 |
Financial Advocates Investment Management | 9 | 4 | 0.02% | 0.12% | 0.25% | Q4 2017 | Q3 2023 | 22 |
Global Retirement Partners, LLC | 14 | 7 | 0.01% | 0.15% | 0.36% | Q2 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.03% | 0.07% | 0.14% | Q3 2018 | Q3 2023 | 21 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2022 | 21 |
NEXT Financial Group, Inc | 11 | 1 | 0.00% | 0.11% | 0.29% | Q2 2014 | Q4 2021 | 21 |
SUNTRUST BANKS INC | 19 | 2 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q3 2019 | 21 |
Kingsview Wealth Management, LLC | 15 | 6 | 0.03% | 0.12% | 0.20% | Q2 2018 | Q3 2023 | 21 |
CAPTRUST FINANCIAL ADVISORS | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 21 |
Advisory Services Network, LLC | 17 | 1 | 0.00% | 0.27% | 0.38% | Q1 2016 | Q3 2023 | 21 |
RVW Wealth, LLC | 20 | 20 | 1.65% | 3.10% | 3.81% | Q1 2019 | Q4 2023 | 20 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
Concentrum Wealth Management | 20 | 20 | 0.40% | 2.71% | 4.63% | Q4 2018 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 0.41% | 0.56% | 0.70% | Q4 2018 | Q3 2023 | 20 |
AlphaMark Advisors, LLC | 20 | 20 | 0.00% | 0.07% | 0.18% | Q4 2018 | Q3 2023 | 20 |
First Allied Advisory Services, Inc. | 11 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2020 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.71% | 1.62% | 2.52% | Q3 2017 | Q2 2022 | 20 |
Endurance Wealth Management, Inc. | 20 | 20 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 20 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17 | 3 | 0.06% | 0.15% | 0.45% | Q3 2017 | Q3 2022 | 20 |
EP Wealth Advisors, LLC | 19 | 1 | 0.00% | 0.11% | 0.42% | Q2 2017 | Q2 2023 | 20 |
AdvisorNet Financial, Inc | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Portfolio Strategies, Inc. | 20 | 20 | 0.94% | 1.48% | 2.20% | Q4 2017 | Q3 2022 | 20 |
Bogart Wealth, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
HL FINANCIAL SERVICES LLC | 20 | 20 | 0.01% | 0.09% | 0.20% | Q2 2014 | Q1 2019 | 20 |
US BANCORP \DE\ | 17 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
COMERICA SECURITIES INC | 17 | 2 | 0.05% | 0.11% | 0.26% | Q4 2013 | Q4 2018 | 19 |
Parallel Advisors, LLC | 19 | 19 | 0.02% | 0.07% | 0.38% | Q1 2019 | Q3 2023 | 19 |
Quad-Cities Investment Group, LLC | 19 | 19 | 0.23% | 0.57% | 0.93% | Q1 2018 | Q3 2022 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Archer Investment Corp | 16 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
BANK OF MONTREAL /CAN/ | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2022 | 19 |
StoneX Group Inc. | 19 | 19 | 0.11% | 0.34% | 0.51% | Q2 2017 | Q4 2021 | 19 |
WELCH & FORBES LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Cornerstone Wealth Management, LLC | 10 | 1 | 0.03% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 18 |
Cedar Brook Financial Partners, LLC | 18 | 18 | 0.12% | 0.22% | 0.29% | Q2 2019 | Q3 2023 | 18 |
Voya Financial Advisors, Inc. | 18 | 18 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q1 2021 | 18 |
SALEM INVESTMENT COUNSELORS INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Columbia Asset Management | 12 | 6 | 0.05% | 0.12% | 0.18% | Q1 2019 | Q3 2023 | 18 |
BB&T SECURITIES, LLC | 13 | 2 | 0.00% | 0.05% | 0.16% | Q4 2014 | Q3 2019 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
SFMG, LLC | 18 | 18 | 0.28% | 0.37% | 0.45% | Q2 2019 | Q3 2023 | 18 |
FOUNDERS FINANCIAL SECURITIES LLC | 18 | 18 | 0.08% | 0.21% | 0.48% | Q4 2016 | Q1 2021 | 18 |
MGO ONE SEVEN LLC | 14 | 1 | 0.03% | 0.32% | 0.49% | Q4 2017 | Q2 2023 | 17 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 17 |
IFG Advisory, LLC | 17 | 17 | 0.06% | 0.33% | 0.74% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2017 | 17 |
Rockefeller Capital Management L.P. | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 17 |
THOMPSON SIEGEL & WALMSLEY LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Gladstone Institutional Advisory LLC | 17 | 17 | 0.02% | 0.40% | 1.20% | Q4 2018 | Q4 2022 | 17 |
RKL Wealth Management LLC | 17 | 17 | 0.08% | 0.11% | 0.16% | Q1 2017 | Q1 2021 | 17 |
DFPG INVESTMENTS, LLC | 14 | 1 | 0.03% | 0.20% | 0.37% | Q1 2019 | Q3 2023 | 17 |
COMMERCE BANK | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
Castle Rock Wealth Management, LLC | 17 | 17 | 0.16% | 0.38% | 0.76% | Q3 2019 | Q3 2023 | 17 |
BDO Wealth Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Horizon Investments, LLC | 13 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q1 2021 | 16 |
CREDIT SUISSE AG/ | 12 | 4 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2020 | 16 |
Claro Advisors LLC | 16 | 16 | 0.11% | 0.23% | 0.39% | Q4 2018 | Q3 2022 | 16 |
TRUST CO OF VERMONT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 16 |
Capital Wealth Alliance, LLC | 16 | 16 | 0.31% | 0.71% | 1.19% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.22% | 0.49% | 1.08% | Q4 2019 | Q3 2023 | 16 |
Total Clarity Wealth Management, Inc. | 16 | 16 | 0.23% | 0.34% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.38% | 0.87% | 1.19% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Private Advisory Group LLC | 8 | 4 | 0.10% | 0.43% | 1.06% | Q4 2016 | Q4 2021 | 16 |
HBW ADVISORY SERVICES LLC | 16 | 16 | 0.44% | 0.79% | 1.17% | Q4 2019 | Q3 2023 | 16 |
LifePlan Financial Group, Inc | 16 | 16 | 0.32% | 0.41% | 1.16% | Q4 2016 | Q3 2020 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Larson Financial Group LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Darwin Wealth Management, LLC | 11 | 4 | 0.05% | 0.21% | 0.43% | Q4 2017 | Q3 2021 | 15 |
Snowden Capital Advisors LLC | 8 | 2 | 0.02% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 15 |
NORTHERN TRUST CORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
J.W. COLE ADVISORS, INC. | 14 | 1 | 0.02% | 0.13% | 0.37% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.09% | 0.14% | Q1 2020 | Q3 2023 | 15 |
BOKF, NA | 9 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 15 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 12 | 3 | 0.07% | 0.10% | 0.19% | Q2 2019 | Q3 2023 | 15 |
Stonehage Fleming Financial Services Holdings Ltd | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2020 | 15 |
Virtue Capital Management, LLC | 8 | 3 | 0.04% | 0.24% | 0.76% | Q4 2017 | Q3 2023 | 15 |
Sowell Financial Services LLC | 8 | 7 | 0.00% | 0.16% | 0.58% | Q3 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.07% | 0.11% | Q2 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.11% | 0.83% | Q2 2013 | Q4 2016 | 14 |
MILLENNIUM MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 14 |
AE Wealth Management LLC | 13 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 14 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 14 | 14 | 0.04% | 0.09% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Asset Dedication, LLC | 9 | 5 | 0.05% | 0.12% | 0.19% | Q1 2020 | Q3 2023 | 14 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.00% | 0.09% | 0.37% | Q3 2016 | Q3 2023 | 14 |
BLAIR WILLIAM & CO/IL | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.25% | 0.48% | 0.59% | Q2 2018 | Q2 2023 | 14 |
Ausdal Financial Partners, Inc. | 13 | 1 | 0.07% | 0.36% | 0.53% | Q3 2018 | Q3 2023 | 14 |
Peterson Wealth Advisors, LLC | 14 | 14 | 0.14% | 0.20% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Claraphi Advisory Network, LLC | 14 | 14 | 0.17% | 0.53% | 0.81% | Q4 2017 | Q1 2021 | 14 |
HM PAYSON & CO | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Pinnacle Family Advisors, LLC | 8 | 2 | 0.15% | 0.35% | 0.76% | Q1 2019 | Q3 2023 | 14 |
Migdal Insurance & Financial Holdings Ltd. | 12 | 2 | 0.00% | 0.02% | 0.12% | Q3 2017 | Q1 2022 | 14 |
WINTRUST INVESTMENTS LLC | 7 | 1 | 0.02% | 0.05% | 0.08% | Q3 2018 | Q2 2022 | 14 |
RFG Advisory, LLC | 12 | 2 | 0.02% | 0.37% | 0.70% | Q3 2019 | Q3 2023 | 14 |
Beaton Management Co. Inc. | 14 | 14 | 0.16% | 0.19% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Psagot Value Holdings Ltd. | 14 | 14 | 0.55% | 0.97% | 1.40% | Q4 2017 | Q1 2021 | 14 |
Chicago Partners Investment Group LLC | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.06% | 0.13% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Old Port Advisors | 12 | 1 | 0.10% | 0.15% | 0.19% | Q2 2020 | Q3 2023 | 13 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.12% | 0.21% | 0.26% | Q2 2013 | Q2 2016 | 13 |
Financial Architects, Inc | 8 | 5 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2020 | 13 |
WHITTIER TRUST CO OF NEVADA INC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2021 | 13 |
Gradient Investments LLC | 6 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 13 |
Mariner, LLC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 13 |
PFG Advisors | 8 | 5 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Covington Capital Management | 10 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2021 | 13 |
Realta Investment Advisors | 13 | 13 | 0.08% | 0.15% | 0.20% | Q1 2019 | Q1 2022 | 13 |
Bank of New York Mellon Corp | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 12 | 12 | 0.03% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Thrive Capital Management, LLC | 12 | 12 | 0.62% | 1.44% | 2.11% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.05% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Mezzasalma Advisors, LLC | 12 | 12 | 0.18% | 0.24% | 0.28% | Q4 2020 | Q3 2023 | 12 |
SVB WEALTH LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 12 |
Advisors Preferred, LLC | 5 | 3 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q1 2020 | 12 |
Diversified, LLC | 12 | 12 | 0.31% | 0.58% | 0.99% | Q4 2020 | Q3 2023 | 12 |
ATTICUS WEALTH MANAGEMENT, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2022 | 12 |
Abundance Wealth Counselors | 11 | 1 | 0.06% | 0.10% | 0.14% | Q4 2018 | Q4 2021 | 12 |
CreativeOne Wealth, LLC | 5 | 3 | 0.02% | 0.22% | 0.82% | Q2 2019 | Q3 2023 | 12 |
Harel Insurance Investments & Financial Services Ltd. | 7 | 5 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2022 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.15% | 0.23% | 0.31% | Q4 2020 | Q3 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.03% | 0.13% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Gateway Advisory, LLC | 12 | 12 | 0.73% | 1.62% | 2.51% | Q1 2017 | Q4 2019 | 12 |
Independent Advisor Alliance | 10 | 1 | 0.07% | 0.10% | 0.17% | Q1 2017 | Q3 2022 | 12 |
Allworth Financial LP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 12 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 12 |
WEALTHSOURCE PARTNERS, LLC | 9 | 3 | 0.13% | 0.30% | 0.47% | Q1 2017 | Q1 2020 | 12 |
Fulcrum Equity Management | 4 | 2 | 0.73% | 5.01% | 15.21% | Q1 2019 | Q2 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.88% | 1.25% | 1.53% | Q4 2020 | Q3 2023 | 12 |
Capital Directions Investment Advisors, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 12 |
Southland Equity Partners LLC | 12 | 12 | 2.52% | 3.66% | 4.76% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.23% | 0.39% | 0.56% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
FWL INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.72% | 2.58% | 6.40% | Q4 2020 | Q3 2023 | 12 |
Ten Capital Wealth Advisors, LLC | 12 | 12 | 0.06% | 0.16% | 0.25% | Q3 2020 | Q2 2023 | 12 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.10% | 0.26% | Q3 2017 | Q2 2021 | 11 |
Wealth Enhancement & Preservation of GA, LLC | 11 | 11 | 5.42% | 6.57% | 8.78% | Q4 2019 | Q2 2022 | 11 |
Dorsey Wright & Associates | 11 | 11 | 0.26% | 0.41% | 0.59% | Q1 2017 | Q3 2019 | 11 |
Integrated Wealth Concepts LLC | 7 | 4 | 0.01% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 11 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2022 | 11 |
Rollins Financial | 8 | 3 | 0.30% | 0.52% | 0.75% | Q4 2020 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.03% | 0.04% | 0.06% | Q1 2014 | Q1 2017 | 11 |
WHITTIER TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Secure Asset Management, LLC | 11 | 11 | 0.13% | 2.09% | 3.41% | Q4 2019 | Q2 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.03% | 0.22% | 0.66% | Q1 2021 | Q3 2023 | 11 |
BlackRock Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Accel Wealth Management | 8 | 3 | 0.27% | 0.61% | 1.05% | Q4 2020 | Q3 2023 | 11 |
Cardan Capital Partners, LLC | 11 | 11 | 0.24% | 0.37% | 0.46% | Q1 2019 | Q3 2021 | 11 |
Delos Wealth Advisors, LLC | 10 | 10 | 1.43% | 1.86% | 2.46% | Q2 2021 | Q3 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.00% | 0.14% | 0.23% | Q4 2020 | Q1 2023 | 10 |
QCI ASSET MANAGEMENT INC/NY | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
STEPHENS INC /AR/ | 8 | 1 | 0.01% | 0.08% | 0.12% | Q4 2016 | Q1 2023 | 10 |
STRINGER ASSET MANAGEMENT, LLC | 4 | 2 | 0.40% | 2.94% | 4.55% | Q1 2014 | Q1 2022 | 10 |
Stratos Wealth Advisors, LLC | 10 | 10 | 0.02% | 0.18% | 0.56% | Q2 2020 | Q3 2022 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2018 | 10 |
LVZ, Inc. | 10 | 10 | 0.06% | 0.07% | 0.12% | Q3 2017 | Q4 2019 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
NORTHWEST WEALTH MANAGEMENT, LLC | 8 | 2 | 0.19% | 0.28% | 0.34% | Q1 2017 | Q3 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.13% | 0.19% | 0.35% | Q1 2021 | Q3 2023 | 10 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 10 |
Avondale Wealth Management | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
PALISADE CAPITAL MANAGEMENT, LP | 8 | 1 | 0.01% | 0.03% | 0.10% | Q2 2017 | Q1 2020 | 9 |
TUCKER ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
Intercontinental Wealth Advisors, LLC | 9 | 9 | 0.05% | 0.92% | 2.40% | Q4 2018 | Q4 2020 | 9 |
Squar Milner Financial Services LLC | 7 | 2 | 0.01% | 0.38% | 0.72% | Q4 2017 | Q1 2020 | 9 |
Moisand Fitzgerald Tamayo, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 9 |
B&D White Capital Company, LLC | 9 | 9 | 0.17% | 0.31% | 0.40% | Q3 2021 | Q3 2023 | 9 |
First Command Bank | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 9 |
HUNTINGTON NATIONAL BANK | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
MONETARY MANAGEMENT GROUP INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 9 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.07% | 0.13% | 0.36% | Q3 2019 | Q3 2021 | 9 |
CIBC WORLD MARKET INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 9 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 9 | 9 | 1.28% | 2.45% | 4.72% | Q3 2021 | Q3 2023 | 9 |
WealthTrust Fairport, LLC | 9 | 9 | 0.06% | 0.08% | 0.10% | Q1 2017 | Q1 2019 | 9 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.04% | 0.11% | Q3 2018 | Q1 2022 | 9 |
First Command Financial Services, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 9 |
TOTAL INVESTMENT MANAGEMENT INC | 7 | 1 | 6.46% | 10.07% | 14.27% | Q1 2020 | Q1 2022 | 8 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.03% | 0.09% | Q4 2019 | Q4 2022 | 8 |
AMJ Financial Wealth Management | 8 | 8 | 0.08% | 0.13% | 0.15% | Q2 2020 | Q1 2022 | 8 |
KINGS POINT CAPITAL MANAGEMENT | 5 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 8 |
Financial Management Professionals, Inc. | 8 | 8 | 0.96% | 1.12% | 1.31% | Q3 2016 | Q2 2018 | 8 |
HFG Advisors, Inc. | 8 | 8 | 0.42% | 0.75% | 1.65% | Q4 2021 | Q3 2023 | 8 |
SECURITY NATIONAL TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
BENJAMIN EDWARDS INC | 7 | 1 | 0.01% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 0.57% | 0.62% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 0.20% | 1.03% | 4.64% | Q4 2021 | Q3 2023 | 8 |
Atlas Private Wealth Advisors | 5 | 3 | 0.00% | 0.03% | 0.10% | Q3 2020 | Q3 2023 | 8 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Quantitative Advantage, LLC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q1 2023 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.45% | 0.59% | 0.74% | Q4 2021 | Q3 2023 | 8 |
Leelyn Smith, LLC | 8 | 8 | 0.00% | 0.06% | 0.13% | Q4 2019 | Q3 2021 | 8 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 8 |
Barber Financial Group, Inc. | 8 | 8 | 0.15% | 3.04% | 5.58% | Q2 2018 | Q1 2020 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.04% | 0.50% | 0.90% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 8 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8 | 8 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q2 2022 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.12% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Epic Trust Investment Advisors, LLC | 8 | 8 | 0.80% | 1.31% | 2.36% | Q4 2021 | Q3 2023 | 8 |
CHURCHILL MANAGEMENT Corp | 6 | 1 | 0.14% | 0.38% | 0.74% | Q1 2019 | Q4 2021 | 8 |
RAYMOND JAMES TRUST N.A. | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Lloyd Advisory Services, LLC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.10% | 0.14% | 0.24% | Q4 2021 | Q3 2023 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 0.98% | 1.22% | 1.67% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
WMG Financial Advisors, LLC | 8 | 8 | 0.21% | 0.52% | 0.95% | Q4 2021 | Q3 2023 | 8 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 8 |
Global Financial Private Capital, Inc | 7 | 7 | 0.04% | 0.08% | 0.16% | Q3 2017 | Q1 2019 | 7 |
Cutter & CO Brokerage, Inc. | 7 | 7 | 0.15% | 0.18% | 0.23% | Q1 2018 | Q3 2019 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.15% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 7 |
AlphaStar Capital Management, LLC | 7 | 7 | 0.08% | 0.23% | 0.42% | Q2 2018 | Q4 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
COMERICA BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
Cerity Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Fusion Capital, LLC | 7 | 7 | 0.11% | 0.16% | 0.18% | Q3 2020 | Q1 2022 | 7 |
BAIRD ROBERT W & CO INC /WI/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 7 | 7 | 2.00% | 2.16% | 2.52% | Q1 2022 | Q3 2023 | 7 |
HRT FINANCIAL LP | 4 | 1 | 0.03% | 0.10% | 0.22% | Q3 2015 | Q4 2022 | 7 |
Blackston Financial Advisory Group, LLC | 7 | 7 | 0.58% | 0.72% | 0.92% | Q4 2021 | Q2 2023 | 7 |
Atria Investments, Inc | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2014 | 7 |
AVIANCE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.13% | 0.48% | Q2 2017 | Q1 2019 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sound Income Strategies, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Canal Capital Management, LLC | 7 | 7 | 0.25% | 0.73% | 1.11% | Q1 2018 | Q3 2019 | 7 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 7 | 7 | 1.92% | 2.16% | 2.43% | Q1 2022 | Q3 2023 | 7 |
Octavia Wealth Advisors, LLC | 6 | 1 | 0.05% | 0.07% | 0.11% | Q4 2020 | Q1 2023 | 7 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q1 2023 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.17% | 0.18% | 0.19% | Q2 2022 | Q3 2023 | 6 |
HWG Holdings LP | 4 | 2 | 0.02% | 1.14% | 2.25% | Q1 2017 | Q3 2018 | 6 |
Castleview Partners, LLC | 4 | 1 | 0.00% | 0.34% | 0.56% | Q1 2018 | Q3 2023 | 6 |
TruWealth Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 6 |
BROWN ADVISORY INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
SFI Advisors, LLC | 6 | 6 | 0.29% | 3.15% | 5.22% | Q4 2021 | Q1 2023 | 6 |
Genesee Capital Advisors, LLC | 3 | 1 | 0.41% | 2.80% | 4.08% | Q4 2018 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PEDDOCK CAPITAL ADVISORS, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2020 | 6 |
Valeo Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Chessman Wealth Strategies RIA | 5 | 1 | 4.18% | 6.67% | 9.48% | Q4 2017 | Q2 2019 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2022 | 6 |
Purus Wealth Management, LLC | 6 | 6 | 0.17% | 0.18% | 0.18% | Q4 2020 | Q1 2022 | 6 |
TriaGen Wealth Management LLC | 5 | 1 | 0.94% | 0.98% | 1.03% | Q4 2020 | Q3 2023 | 6 |
Ruggie Capital Group | 4 | 1 | 0.10% | 0.42% | 1.07% | Q1 2017 | Q3 2019 | 6 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Biltmore Wealth Management, LLC | 5 | 5 | 3.37% | 5.20% | 6.76% | Q4 2014 | Q4 2015 | 5 |
Colonial River Wealth Management, LLC | 5 | 5 | 0.19% | 0.21% | 0.24% | Q4 2021 | Q4 2022 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Bellwether Investment Group, LLC | 5 | 5 | 0.39% | 1.85% | 2.73% | Q4 2016 | Q4 2017 | 5 |
Truvestments Capital LLC | 4 | 1 | 0.13% | 0.17% | 0.22% | Q3 2018 | Q4 2019 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.04% | 0.12% | 0.26% | Q4 2021 | Q4 2022 | 5 |
Tradewinds, LLC. | 3 | 2 | 0.17% | 0.19% | 0.21% | Q2 2022 | Q3 2023 | 5 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2020 | 5 |
Cypress Wealth Services, LLC | 5 | 5 | 0.10% | 0.18% | 0.28% | Q1 2020 | Q1 2021 | 5 |
Human Investing LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q1 2020 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Phoenix Holdings Ltd. | 5 | 5 | 0.03% | 0.08% | 0.29% | Q1 2021 | Q1 2022 | 5 |
TWO SIGMA ADVISERS, LP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
&PARTNERS | 5 | 5 | 0.14% | 0.15% | 0.17% | Q1 2021 | Q1 2022 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q2 2017 | 5 |
Holloway Wealth Management, LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q1 2022 | 5 |
NATIONAL PLANNING CORP | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2017 | 5 |
GSA CAPITAL PARTNERS LLP | 3 | 2 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 5 |
TOWNSQUARE CAPITAL LLC | 4 | 1 | 0.06% | 0.09% | 0.15% | Q1 2019 | Q2 2020 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 5 |
IFC Holdings Incorporated/FL | 5 | 5 | 0.05% | 0.07% | 0.10% | Q4 2016 | Q4 2017 | 5 |
Stone House Investment Management, LLC | 5 | 5 | 0.27% | 0.33% | 0.41% | Q3 2018 | Q3 2019 | 5 |
Formidable Asset Management, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Kowal Investment Group, LLC | 5 | 5 | 0.89% | 6.29% | 8.64% | Q3 2022 | Q3 2023 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.33% | 0.41% | 0.49% | Q4 2021 | Q4 2022 | 5 |
Fieldpoint Private Securities, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
MRA Advisory Group | 5 | 5 | 1.51% | 1.84% | 2.26% | Q4 2020 | Q4 2021 | 5 |
Meridian Wealth Management, LLC | 3 | 1 | 0.10% | 0.10% | 0.11% | Q1 2018 | Q4 2019 | 4 |
Continuum Advisory, LLC | 4 | 4 | 0.46% | 0.50% | 0.54% | Q4 2022 | Q3 2023 | 4 |
MCF Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Strategic Blueprint, LLC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q1 2022 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q4 2022 | 4 |
Capital Analysts, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 4 | 4 | 1.03% | 1.08% | 1.11% | Q4 2019 | Q3 2020 | 4 |
Walkner Condon Financial Advisors LLC | 3 | 1 | 0.08% | 0.08% | 0.10% | Q1 2021 | Q1 2022 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
SignalPoint Asset Management, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q1 2021 | Q4 2021 | 4 |
MEEDER ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 4 |
WESPAC Advisors, LLC | 3 | 1 | 1.74% | 1.86% | 2.04% | Q4 2014 | Q4 2015 | 4 |
Intellectus Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Stonebridge Capital Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.09% | 0.14% | 0.21% | Q4 2021 | Q3 2022 | 4 |
G&S Capital LLC | 4 | 4 | 2.15% | 2.47% | 3.07% | Q4 2017 | Q3 2018 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.21% | 0.37% | 0.59% | Q1 2022 | Q4 2022 | 4 |
Mainsail Financial Group, LLC | 4 | 4 | 3.41% | 3.71% | 4.06% | Q4 2022 | Q3 2023 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
MATHER GROUP, LLC. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 4 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 4 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2017 | 4 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.10% | 0.11% | 0.14% | Q3 2020 | Q4 2023 | 4 |
Eudaimonia Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
CUE ADVISORY SERVICES, INC. | 4 | 4 | 0.20% | 0.23% | 0.27% | Q1 2015 | Q4 2015 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 3 | 1 | 0.01% | 0.77% | 2.33% | Q2 2018 | Q1 2020 | 4 |
VisionPoint Advisory Group, LLC | 4 | 4 | 2.94% | 3.17% | 3.50% | Q4 2022 | Q3 2023 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 2.77% | 2.91% | 3.15% | Q4 2022 | Q3 2023 | 4 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q2 2020 | 3 |
Glassman Wealth Services | 3 | 3 | 0.03% | 0.07% | 0.10% | Q2 2018 | Q4 2018 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Truepoint, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
L & S Advisors Inc | 3 | 3 | 0.04% | 0.07% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Golden State Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 3 |
SEAVIEW INVESTMENT MANAGERS LLC | 3 | 3 | 0.08% | 0.29% | 0.70% | Q3 2021 | Q1 2022 | 3 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 3 |
PRIVATE TRUST CO NA | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 3 |
BOSTON PRIVATE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Mutual Advisors, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q4 2020 | 3 |
Global Trust Asset Management, LLC | 1 | 1 | 0.18% | 0.43% | 0.82% | Q1 2018 | Q4 2019 | 3 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 1 | 0.07% | 0.10% | 0.16% | Q4 2022 | Q3 2023 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.04% | 0.06% | 0.10% | Q2 2019 | Q4 2019 | 3 |
Black Swift Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Hirtle Callaghan & Co LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
WCG Wealth Advisors LLC | 2 | 1 | 0.03% | 0.81% | 1.47% | Q2 2022 | Q3 2023 | 3 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q1 2022 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q2 2020 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Edmond de Rothschild (Europe) | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q4 2015 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.04% | 0.05% | 0.05% | Q1 2014 | Q1 2020 | 3 |
SouthState Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 0.61% | 1.68% | 3.65% | Q1 2022 | Q3 2022 | 3 |
Liberty Capital Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Simplicity Solutions, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q2 2018 | 3 |
BARCLAYS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Key FInancial Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
LAKE STREET PRIVATE WEALTH, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Cyndeo Wealth Partners, LLC | 3 | 3 | 0.64% | 0.69% | 0.72% | Q1 2023 | Q3 2023 | 3 |
FOCUS Wealth Advisors, LLC | 2 | 2 | 2.34% | 2.35% | 2.36% | Q4 2020 | Q1 2021 | 2 |
Miller Investment Management, LP | 2 | 2 | 2.00% | 2.01% | 2.03% | Q2 2023 | Q3 2023 | 2 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2018 | Q1 2019 | 2 |
Triumph Capital Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 2 |
Segment Wealth Management, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q1 2017 | Q2 2017 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.20% | 0.41% | Q4 2020 | Q2 2023 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Mattern Wealth Management LLC | 2 | 2 | 0.08% | 0.51% | 0.94% | Q4 2021 | Q1 2022 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q4 2015 | 2 |
S.C. Financial Services, Inc. | 2 | 2 | 0.52% | 0.56% | 0.59% | Q4 2021 | Q1 2022 | 2 |
Well Done, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 2 |
Piscataqua Savings Bank | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Nilsine Partners, LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 2 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q4 2020 | 2 |
Aveo Capital Partners, LLC | 1 | 1 | 0.26% | 0.69% | 1.12% | Q2 2019 | Q4 2019 | 2 |
HB Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Callahan Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Summit Financial, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 0.30% | 7.41% | 14.51% | Q1 2017 | Q2 2020 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2013 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
USCA RIA LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2017 | Q3 2017 | 2 |
Pictet North America Advisors SA | 2 | 2 | 0.59% | 1.00% | 1.42% | Q2 2018 | Q3 2018 | 2 |
TWO SIGMA INVESTMENTS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 2 |
ZACKS INVESTMENT MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Kapstone Financial Advisors LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Intelligent Financial Strategies | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.35% | 0.38% | 0.40% | Q1 2017 | Q3 2017 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.11% | 0.15% | 0.19% | Q3 2014 | Q4 2014 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.08% | 0.14% | 0.20% | Q2 2018 | Q3 2018 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 2 |
Slow Capital, Inc. | 2 | 2 | 0.02% | 0.09% | 0.15% | Q2 2020 | Q3 2020 | 2 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.03% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 2.74% | 2.81% | 2.88% | Q2 2019 | Q3 2019 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2019 | Q3 2019 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.04% | 0.08% | 0.12% | Q3 2014 | Q4 2014 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 2 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2020 | Q2 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 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Hamilton Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Csenge Advisory Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2019 | Q3 2019 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Aurora Investment Counsel | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2018 | Q3 2018 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2018 | Q1 2018 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 1 | 1 | 2.10% | 2.10% | 2.10% | Q4 2018 | Q4 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
Stanford Investment Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2014 | Q4 2014 | 1 |
ACG Wealth | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2019 | Q4 2019 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q2 2021 | Q2 2021 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
First Personal Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Whitnell & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2018 | Q2 2018 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
ORG Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Main Street Research LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Summit X, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DRW Securities, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ergoteles LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 3.97% | 3.97% | 3.97% | Q4 2020 | Q4 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own FIRST TR NASDAQ100 TECH INDE or have owned FIRST TR NASDAQ100 TECH INDE in the past.