Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 85 |
Citadel Advisors | 24 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 76 |
Cutler Group LLC / CA | 21 | 10 | 0.00% | 0.01% | 0.09% | Q4 2015 | Q3 2023 | 69 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 56 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.09% | 0.31% | Q2 2013 | Q3 2023 | 45 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 42 |
GOLDMAN SACHS GROUP INC | 22 | 2 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 42 | 42 | 0.76% | 1.52% | 2.56% | Q2 2013 | Q3 2023 | 42 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q2 2023 | 41 |
Highlander Capital Management, LLC | 40 | 40 | 0.00% | 0.09% | 0.25% | Q4 2013 | Q3 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 40 | 40 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
BANK HAPOALIM BM | 40 | 40 | 0.13% | 0.88% | 9.30% | Q4 2013 | Q3 2023 | 40 |
Creative Planning | 33 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 39 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.00% | 0.03% | Q1 2014 | Q3 2023 | 39 |
US BANCORP \DE\ | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
AMERIPRISE FINANCIAL INC | 34 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 38 |
HighTower Advisors, LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
D.A. DAVIDSON & CO. | 19 | 17 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Capital Advisors, Ltd. LLC | 34 | 34 | 0.01% | 0.01% | 0.05% | Q4 2013 | Q1 2022 | 34 |
JPMORGAN CHASE & CO | 32 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 33 |
Cambridge Investment Research Advisors, Inc. | 32 | 1 | 0.01% | 0.04% | 0.11% | Q4 2014 | Q3 2023 | 33 |
STIFEL FINANCIAL CORP | 24 | 4 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 33 |
BANK OF MONTREAL /CAN/ | 24 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 32 |
Kovack Advisors, Inc. | 32 | 32 | 0.06% | 0.12% | 0.31% | Q4 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.06% | 0.21% | Q4 2015 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 17 | 14 | 0.00% | 0.04% | 0.08% | Q4 2015 | Q3 2023 | 31 |
Advisory Services Network, LLC | 27 | 3 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 30 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.05% | 0.35% | Q4 2013 | Q4 2020 | 29 |
Private Advisor Group, LLC | 28 | 1 | 0.01% | 0.07% | 0.22% | Q3 2014 | Q3 2023 | 29 |
Stratos Wealth Partners, LTD. | 28 | 28 | 0.02% | 0.10% | 0.46% | Q4 2016 | Q3 2023 | 28 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.05% | 0.22% | Q2 2014 | Q3 2023 | 28 |
Geneos Wealth Management Inc. | 18 | 3 | 0.00% | 0.01% | 0.20% | Q1 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2019 | 27 |
J.P. Morgan Private Wealth Advisors LLC | 26 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 26 | 26 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Avior Wealth Management, LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
BLAIR WILLIAM & CO/IL | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 26 |
Cetera Advisors LLC | 23 | 3 | 0.02% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.04% | 0.13% | 0.30% | Q2 2017 | Q3 2023 | 26 |
Janney Montgomery Scott LLC | 25 | 25 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 25 |
Sigma Planning Corp | 24 | 1 | 0.03% | 0.10% | 0.26% | Q4 2015 | Q3 2023 | 25 |
Bank of New York Mellon Corp | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2022 | 24 |
Carroll Financial Associates, Inc. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 24 |
FIFTH THIRD BANCORP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.01% | 0.08% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Prospera Financial Services Inc | 24 | 24 | 0.04% | 0.17% | 0.47% | Q4 2017 | Q3 2023 | 24 |
Cetera Advisor Networks LLC | 24 | 24 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Archford Capital Strategies, LLC | 23 | 23 | 0.08% | 0.37% | 0.56% | Q2 2014 | Q4 2019 | 23 |
CIBC WORLD MARKET INC. | 23 | 23 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 23 |
TELEMUS CAPITAL, LLC | 22 | 1 | 0.01% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 23 |
SCOTIA CAPITAL INC. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Migdal Insurance & Financial Holdings Ltd. | 23 | 23 | 0.00% | 0.04% | 0.11% | Q1 2018 | Q3 2023 | 23 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 1 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q3 2023 | 23 |
Glassman Wealth Services | 22 | 1 | 0.01% | 0.09% | 0.16% | Q3 2016 | Q3 2023 | 23 |
SMITH, MOORE & CO. | 23 | 23 | 0.07% | 0.10% | 0.15% | Q1 2018 | Q3 2023 | 23 |
CIBC Private Wealth Group, LLC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
USCA RIA LLC | 17 | 1 | 0.02% | 0.03% | 0.06% | Q2 2015 | Q2 2021 | 22 |
AE Wealth Management LLC | 22 | 22 | 0.01% | 0.09% | 0.22% | Q2 2018 | Q3 2023 | 22 |
BDO Wealth Advisors, LLC | 14 | 8 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2023 | 22 |
Plante Moran Financial Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 22 |
Harel Insurance Investments & Financial Services Ltd. | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
CWM, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 22 |
NewEdge Advisors, LLC | 21 | 1 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 22 |
LINCOLN NATIONAL CORP | 22 | 22 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q1 2023 | 22 |
Acorn Wealth Advisors, LLC | 19 | 3 | 0.01% | 0.39% | 0.69% | Q4 2017 | Q3 2023 | 22 |
Financial Advocates Investment Management | 22 | 22 | 0.05% | 0.15% | 0.37% | Q2 2018 | Q3 2023 | 22 |
SYNOVUS FINANCIAL CORP | 12 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Ahrens Investment Partners LLC | 20 | 1 | 0.10% | 0.25% | 0.58% | Q4 2017 | Q1 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.15% | 0.29% | Q3 2018 | Q3 2023 | 21 |
Wealthcare Advisory Partners LLC | 13 | 8 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 21 |
Parallax Volatility Advisers, L.P. | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2022 | 21 |
StoneX Group Inc. | 19 | 2 | 0.10% | 0.54% | 1.02% | Q2 2017 | Q2 2023 | 21 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.19% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Winch Advisory Services, LLC | 17 | 1 | 0.00% | 0.05% | 0.39% | Q2 2014 | Q3 2023 | 20 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 20 |
NEXT Financial Group, Inc | 13 | 2 | 0.00% | 0.11% | 0.26% | Q2 2014 | Q4 2021 | 20 |
Mariner, LLC | 12 | 8 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 20 |
Patriot Financial Group Insurance Agency, LLC | 20 | 20 | 0.01% | 0.05% | 0.11% | Q3 2017 | Q2 2022 | 20 |
FORTE CAPITAL LLC /ADV | 12 | 8 | 0.03% | 0.09% | 0.14% | Q1 2015 | Q1 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2022 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
B. Riley Wealth Advisors, Inc. | 15 | 1 | 0.00% | 0.18% | 0.47% | Q2 2014 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
&PARTNERS | 20 | 20 | 0.18% | 0.43% | 0.71% | Q4 2018 | Q3 2023 | 20 |
Snowden Capital Advisors LLC | 12 | 8 | 0.01% | 0.15% | 0.31% | Q3 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
MEITAV INVESTMENT HOUSE LTD | 17 | 1 | 0.04% | 0.14% | 0.33% | Q1 2018 | Q3 2023 | 20 |
1832 Asset Management L.P. | 17 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 19 |
FLAGSHIP HARBOR ADVISORS, LLC | 18 | 1 | 0.00% | 0.11% | 0.57% | Q2 2018 | Q1 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Segment Wealth Management, LLC | 19 | 19 | 0.11% | 0.25% | 0.61% | Q1 2019 | Q3 2023 | 19 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 14 | 5 | 0.03% | 0.06% | 0.15% | Q4 2018 | Q3 2023 | 19 |
Jaffetilchin Investment Partners, LLC | 19 | 19 | 0.06% | 0.47% | 0.94% | Q1 2019 | Q3 2023 | 19 |
CITY HOLDING CO | 19 | 19 | 0.00% | 0.09% | 0.21% | Q1 2019 | Q3 2023 | 19 |
Pacific Center for Financial Services | 18 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2021 | 19 |
Baird Financial Group, Inc. | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 19 |
SALEM INVESTMENT COUNSELORS INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Laurel Wealth Advisors LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
MEANS INVESTMENT CO., INC. | 18 | 18 | 0.03% | 0.11% | 0.16% | Q1 2019 | Q2 2023 | 18 |
Sunbelt Securities, Inc. | 18 | 18 | 0.02% | 0.13% | 0.26% | Q2 2019 | Q3 2023 | 18 |
CNB Bank | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 18 |
Cardan Capital Partners, LLC | 13 | 1 | 0.05% | 0.26% | 0.54% | Q3 2016 | Q3 2021 | 18 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 18 | 18 | 0.00% | 0.11% | 0.19% | Q2 2019 | Q3 2023 | 18 |
Gladstone Institutional Advisory LLC | 15 | 3 | 0.02% | 0.26% | 0.66% | Q4 2018 | Q3 2023 | 18 |
Tradewinds Capital Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Belpointe Asset Management LLC | 7 | 2 | 0.01% | 0.04% | 0.12% | Q3 2017 | Q1 2023 | 18 |
Claybrook Capital, LLC | 9 | 9 | 0.30% | 0.93% | 2.32% | Q1 2019 | Q3 2023 | 18 |
BAROMETER CAPITAL MANAGEMENT INC. | 15 | 1 | 0.01% | 0.37% | 0.94% | Q4 2015 | Q1 2021 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
IHT Wealth Management, LLC | 9 | 3 | 0.00% | 0.06% | 0.52% | Q4 2016 | Q3 2023 | 18 |
LexAurum Advisors, LLC | 13 | 2 | 0.06% | 0.13% | 0.19% | Q2 2018 | Q3 2023 | 17 |
VALLEY NATIONAL ADVISERS INC | 10 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17 | 17 | 0.04% | 0.19% | 1.06% | Q3 2018 | Q3 2022 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q1 2022 | 17 |
Bogart Wealth, LLC | 12 | 5 | 0.00% | 0.13% | 0.74% | Q4 2018 | Q1 2023 | 17 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 17 | 17 | 0.02% | 0.12% | 0.22% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Anfield Capital Management, LLC | 16 | 16 | 0.34% | 0.62% | 0.94% | Q4 2019 | Q3 2023 | 16 |
Mascoma Wealth Management LLC | 12 | 4 | 0.01% | 0.09% | 0.27% | Q3 2018 | Q3 2023 | 16 |
IFG Advisory, LLC | 15 | 1 | 0.02% | 0.21% | 0.53% | Q3 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.09% | 0.16% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Kingsview Wealth Management, LLC | 12 | 2 | 0.02% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.20% | 0.45% | 0.75% | Q4 2019 | Q3 2023 | 16 |
1776 Wealth LLC | 16 | 16 | 0.47% | 0.63% | 0.75% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.21% | 1.10% | 1.60% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
DFPG INVESTMENTS, LLC | 16 | 16 | 0.05% | 0.21% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Fernwood Investment Management, LLC | 16 | 16 | 0.08% | 0.13% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Allworth Financial LP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
SIGNATUREFD, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
First Horizon Advisors, Inc. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
Commonwealth Equity Services, Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2017 | 15 |
BNP PARIBAS FINANCIAL MARKETS | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
First Allied Advisory Services, Inc. | 15 | 15 | 0.01% | 0.05% | 0.10% | Q1 2017 | Q3 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2021 | 15 |
QUADRANT CAPITAL GROUP LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Mutual Advisors, LLC | 15 | 15 | 0.05% | 0.12% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Capital Analysts, LLC | 11 | 4 | 0.00% | 0.33% | 0.76% | Q4 2018 | Q3 2023 | 15 |
Wagner Wealth Management, LLC | 12 | 3 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 15 |
AlphaMark Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2020 | 15 |
Western Wealth Management, LLC | 8 | 7 | 0.04% | 0.11% | 0.18% | Q4 2019 | Q3 2023 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 1 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 15 |
E&G Advisors, LP | 15 | 15 | 0.13% | 0.22% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Cornerstone Wealth Management, LLC | 10 | 2 | 0.01% | 0.15% | 0.33% | Q2 2018 | Q3 2023 | 15 |
Parallel Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 15 |
Moloney Securities Asset Management, LLC | 15 | 15 | 0.07% | 0.29% | 0.41% | Q4 2016 | Q2 2020 | 15 |
Psagot Value Holdings Ltd. | 15 | 15 | 0.00% | 0.07% | 0.51% | Q1 2018 | Q3 2021 | 15 |
CENTAURUS FINANCIAL, INC. | 7 | 1 | 0.01% | 0.07% | 0.34% | Q1 2018 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.00% | 0.02% | 0.02% | Q2 2019 | Q4 2022 | 15 |
FULTON BANK, N.A. | 15 | 15 | 0.08% | 0.09% | 0.11% | Q2 2020 | Q4 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.08% | Q2 2016 | Q4 2019 | 15 |
Cetera Investment Advisers | 12 | 1 | 0.01% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 14 |
Concentrum Wealth Management | 14 | 14 | 1.13% | 1.60% | 1.85% | Q4 2018 | Q1 2022 | 14 |
CREDIT SUISSE AG/ | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 14 |
PINNACLE ASSOCIATES LTD | 14 | 14 | 0.01% | 0.05% | 0.13% | Q2 2020 | Q3 2023 | 14 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 9 | 5 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2022 | 14 |
Atria Investments, Inc | 12 | 2 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 14 |
Prestige Wealth Management Group LLC | 13 | 1 | 0.04% | 0.63% | 0.80% | Q1 2019 | Q3 2023 | 14 |
Aptus Capital Advisors, LLC | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
WADE G W & INC | 14 | 14 | 0.07% | 0.63% | 1.14% | Q2 2020 | Q3 2023 | 14 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 14 | 14 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2022 | 14 |
Moors & Cabot, Inc. | 9 | 5 | 0.02% | 0.05% | 0.10% | Q1 2017 | Q2 2022 | 14 |
HBK Sorce Advisory LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Emerald Advisors, LLC | 14 | 14 | 0.08% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
MGO ONE SEVEN LLC | 12 | 1 | 0.00% | 0.09% | 0.18% | Q4 2018 | Q3 2023 | 14 |
JFS WEALTH ADVISORS, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2016 | 14 |
EXENCIAL WEALTH ADVISORS, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Cavalier Investments, LLC | 14 | 14 | 1.48% | 2.79% | 5.14% | Q4 2019 | Q1 2023 | 14 |
Cordasco Financial Network | 14 | 14 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2022 | 14 |
Arete Wealth Advisors, LLC | 9 | 5 | 0.02% | 0.05% | 0.13% | Q4 2018 | Q2 2022 | 14 |
Pinnacle Wealth Management Advisory Group, LLC | 14 | 14 | 0.03% | 0.21% | 0.52% | Q2 2020 | Q3 2023 | 14 |
GLENMEDE TRUST CO NA | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2022 | 14 |
Reitz Capital Advisors LLC | 13 | 13 | 0.30% | 0.44% | 0.81% | Q4 2018 | Q4 2021 | 13 |
WEDBUSH SECURITIES INC | 13 | 13 | 0.02% | 0.07% | 0.16% | Q3 2019 | Q3 2022 | 13 |
Campbell Wealth Management | 11 | 2 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 13 |
Compagnie Lombard Odier SCmA | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Princeton Global Asset Management LLC | 13 | 13 | 0.07% | 0.16% | 0.58% | Q2 2019 | Q2 2022 | 13 |
Semmax Financial Advisors Inc. | 13 | 13 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q4 2021 | 13 |
BlackRock Inc. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2023 | 13 |
Ellis Investment Partners, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
OneDigital Investment Advisors LLC | 9 | 4 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.04% | 0.12% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Parkside Financial Bank & Trust | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
Rathbones Group PLC | 13 | 13 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.07% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Flaharty Asset Management, LLC | 12 | 12 | 0.01% | 0.50% | 0.87% | Q4 2020 | Q3 2023 | 12 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 1 | 0.00% | 0.03% | 0.17% | Q3 2016 | Q3 2022 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HRT FINANCIAL LP | 7 | 2 | 0.00% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 12 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 1 | 0.00% | 0.02% | 0.07% | Q3 2017 | Q3 2023 | 12 |
Front Row Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 0.81% | 1.20% | 2.04% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.01% | 0.07% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.10% | 0.15% | 0.20% | Q2 2018 | Q1 2022 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.08% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Evercore Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2017 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.08% | 0.16% | 0.26% | Q3 2020 | Q3 2023 | 12 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 12 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 | 2 | 0.12% | 0.16% | 0.24% | Q2 2018 | Q4 2021 | 12 |
Integrated Wealth Concepts LLC | 12 | 12 | 0.02% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Colonial Trust Advisors | 8 | 4 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 12 |
TPG Financial Advisors, LLC | 11 | 11 | 1.38% | 3.26% | 5.11% | Q2 2020 | Q4 2022 | 11 |
Sargent Bickham Lagudis LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
Gradient Investments LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 11 |
Simplicity Solutions, LLC | 11 | 11 | 0.04% | 0.14% | 0.22% | Q2 2018 | Q4 2020 | 11 |
TCG Advisory Services, LLC | 11 | 11 | 0.11% | 0.25% | 0.42% | Q1 2021 | Q3 2023 | 11 |
STEPHENS INC /AR/ | 11 | 11 | 0.01% | 0.05% | 0.08% | Q3 2018 | Q1 2021 | 11 |
FIRST TRUST ADVISORS LP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
BENJAMIN EDWARDS INC | 11 | 11 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q3 2022 | 11 |
IRON Financial LLC | 8 | 1 | 0.10% | 0.15% | 0.19% | Q1 2019 | Q1 2022 | 11 |
Golden State Wealth Management, LLC | 7 | 1 | 0.02% | 0.16% | 0.36% | Q1 2019 | Q1 2022 | 11 |
Stonebridge Capital Advisors LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 11 |
Providence Capital Advisors, LLC | 10 | 1 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q4 2020 | 11 |
Portfolio Strategies, Inc. | 6 | 5 | 0.03% | 4.08% | 9.25% | Q2 2018 | Q2 2021 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.07% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.04% | 0.13% | Q4 2019 | Q3 2023 | 11 |
PEAK6 Investments LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 11 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 8 | 3 | 0.05% | 0.13% | 0.21% | Q3 2020 | Q3 2023 | 11 |
BESSEMER GROUP INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 11 |
Phoenix Holdings Ltd. | 7 | 3 | 0.01% | 0.02% | 0.09% | Q3 2019 | Q1 2022 | 10 |
FARMERS & MERCHANTS INVESTMENTS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
HOWE & RUSLING INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 10 |
Total Clarity Wealth Management, Inc. | 9 | 1 | 0.03% | 0.57% | 0.83% | Q4 2019 | Q2 2022 | 10 |
Sonora Investment Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 10 |
First Heartland Consultants, Inc. | 10 | 10 | 0.02% | 0.22% | 0.40% | Q2 2020 | Q3 2022 | 10 |
Thomas J. Herzfeld Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2016 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.10% | 0.21% | 0.29% | Q4 2020 | Q3 2023 | 10 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 7 | 3 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 10 |
Douglass Winthrop Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 10 |
Asset Dedication, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2019 | 10 |
Acropolis Investment Management, LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
SUNTRUST BANKS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Derbend Asset Management | 10 | 10 | 0.31% | 0.72% | 1.35% | Q2 2021 | Q3 2023 | 10 |
REILLY FINANCIAL ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
Cypress Capital Management LLC (WY) | 10 | 10 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2021 | 10 |
PALLADIEM, LLC | 10 | 10 | 1.55% | 2.19% | 3.13% | Q1 2021 | Q2 2023 | 10 |
Titus Wealth Management | 9 | 9 | 2.96% | 4.79% | 5.93% | Q2 2020 | Q2 2022 | 9 |
Orion Portfolio Solutions, LLC | 9 | 9 | 0.04% | 0.08% | 0.19% | Q4 2019 | Q4 2021 | 9 |
AFFINITY WEALTH MANAGEMENT LLC | 5 | 4 | 6.18% | 7.85% | 8.87% | Q4 2016 | Q4 2019 | 9 |
Royal Fund Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q1 2020 | 9 |
Crescent Grove Advisors, LLC | 9 | 9 | 0.08% | 0.15% | 0.22% | Q2 2020 | Q2 2022 | 9 |
Beaumont Financial Partners, LLC | 8 | 1 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q2 2022 | 9 |
HOLLENCREST CAPITAL MANAGEMENT | 9 | 9 | 0.70% | 0.84% | 1.06% | Q4 2013 | Q4 2015 | 9 |
Certified Advisory Corp | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 9 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2017 | 9 |
Activest Wealth Management | 8 | 1 | 0.00% | 0.09% | 0.39% | Q1 2021 | Q3 2023 | 9 |
Brinker Capital Investments, LLC | 9 | 9 | 0.05% | 0.15% | 0.31% | Q2 2019 | Q2 2021 | 9 |
PECAUT & CO. | 9 | 9 | 0.00% | 0.40% | 1.27% | Q2 2021 | Q2 2023 | 9 |
Willingdon Wealth Management | 9 | 9 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q1 2020 | 9 |
Global Wealth Management Investment Advisory, Inc. | 9 | 9 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q4 2020 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Sequoia Wealth Management, LLC | 9 | 9 | 0.31% | 1.39% | 5.70% | Q4 2017 | Q4 2019 | 9 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 9 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9 | 9 | 0.04% | 0.12% | 0.32% | Q1 2021 | Q1 2023 | 9 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.32% | 0.98% | Q4 2018 | Q3 2023 | 9 |
Ameritas Investment Company, LLC | 7 | 1 | 0.01% | 0.08% | 0.19% | Q4 2018 | Q3 2021 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.01% | 0.10% | 0.15% | Q2 2018 | Q2 2020 | 9 |
Mirae Asset Global Investments Co., Ltd. | 8 | 1 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q1 2023 | 9 |
MAI Capital Management | 5 | 4 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2022 | 9 |
Harbour Capital Advisors, LLC | 5 | 1 | 0.06% | 0.07% | 0.10% | Q3 2016 | Q4 2023 | 9 |
Capital Asset Advisory Services LLC | 6 | 3 | 0.00% | 0.14% | 0.35% | Q2 2019 | Q4 2021 | 9 |
Triumph Capital Management | 9 | 9 | 0.95% | 1.56% | 1.89% | Q2 2021 | Q2 2023 | 9 |
Concorde Asset Management, LLC | 6 | 3 | 0.13% | 0.17% | 0.25% | Q2 2019 | Q3 2021 | 9 |
WINTRUST INVESTMENTS LLC | 5 | 1 | 0.11% | 0.24% | 0.50% | Q4 2016 | Q2 2020 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CHURCHILL MANAGEMENT Corp | 7 | 2 | 0.05% | 0.10% | 0.18% | Q4 2013 | Q4 2021 | 9 |
Stratos Wealth Advisors, LLC | 7 | 1 | 0.03% | 0.05% | 0.15% | Q2 2020 | Q2 2023 | 8 |
Tradition Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 1.30% | 1.64% | 2.34% | Q4 2021 | Q3 2023 | 8 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
Provident Wealth Management, LLC | 8 | 8 | 0.42% | 0.87% | 1.66% | Q2 2020 | Q1 2022 | 8 |
Valmark Advisers, Inc. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
StrategIQ Financial Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Secure Asset Management, LLC | 8 | 8 | 0.14% | 1.43% | 2.08% | Q2 2020 | Q1 2022 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.03% | 0.18% | Q3 2019 | Q2 2022 | 8 |
Magnus Financial Group LLC | 8 | 8 | 0.08% | 0.28% | 0.70% | Q2 2020 | Q1 2022 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.11% | 0.19% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Graypoint LLC | 8 | 8 | 0.05% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.00% | 0.01% | 0.08% | Q4 2021 | Q3 2023 | 8 |
LVW Advisors, LLC | 8 | 8 | 0.08% | 0.09% | 0.12% | Q3 2018 | Q2 2020 | 8 |
MJP ASSOCIATES INC /ADV | 6 | 2 | 0.06% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 8 |
RAYMOND JAMES TRUST N.A. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Ellevest, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Summit Financial, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.08% | 0.20% | 0.46% | Q4 2021 | Q3 2023 | 8 |
MUFG Americas Holdings Corp | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q3 2022 | 8 |
Ameritas Investment Partners, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Perennial Investment Advisors, LLC | 8 | 8 | 0.26% | 0.35% | 0.41% | Q2 2020 | Q1 2022 | 8 |
Ancora Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Trek Financial, LLC | 8 | 8 | 0.02% | 0.04% | 0.04% | Q2 2020 | Q1 2022 | 8 |
FAS Wealth Partners, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2017 | 8 |
Fiera Capital Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
Archer Investment Corp | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 8 |
Key FInancial Inc | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Anchor Investment Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q3 2023 | 8 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q1 2019 | 8 |
BARCLAYS PLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.34% | 0.42% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.38% | 0.40% | 0.41% | Q4 2021 | Q3 2023 | 8 |
CALTON & ASSOCIATES, INC. | 7 | 1 | 0.00% | 0.12% | 0.26% | Q4 2017 | Q4 2021 | 8 |
Clean Yield Group | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.03% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.19% | 1.22% | 2.41% | Q4 2021 | Q3 2023 | 8 |
Banco Santander, S.A. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.20% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Florin Court Capital LLP | 5 | 2 | 0.24% | 2.27% | 11.35% | Q4 2020 | Q3 2023 | 7 |
Strategic Blueprint, LLC | 6 | 1 | 0.02% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 7 |
HHM Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
BKA Wealth Consulting, Inc. | 7 | 7 | 0.40% | 0.45% | 0.51% | Q1 2022 | Q3 2023 | 7 |
KINGS POINT CAPITAL MANAGEMENT | 7 | 7 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q1 2022 | 7 |
Dynamic Advisor Solutions LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
GREAT VALLEY ADVISOR GROUP, INC. | 7 | 7 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q4 2021 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q1 2021 | 7 |
EP Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Addison Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Sound Income Strategies, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
THOMPSON DAVIS & CO., INC. | 7 | 7 | 0.04% | 0.32% | 0.83% | Q1 2017 | Q3 2018 | 7 |
Hartford Financial Management Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2018 | 7 |
Retirement Planning Co of New England, Inc. | 6 | 1 | 0.19% | 0.23% | 0.27% | Q4 2021 | Q3 2023 | 7 |
Financial Architects, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.19% | 0.34% | 0.45% | Q1 2022 | Q3 2023 | 7 |
ETF Store, Inc. | 6 | 1 | 0.16% | 0.26% | 0.32% | Q4 2021 | Q3 2023 | 7 |
Halpern Financial, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Good Life Advisors, LLC | 6 | 1 | 0.03% | 0.07% | 0.21% | Q3 2021 | Q2 2023 | 7 |
Spectrum Wealth Advisory Group, LLC | 7 | 7 | 2.27% | 3.51% | 4.45% | Q1 2021 | Q3 2022 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q3 2021 | 7 |
BRIGHTON JONES LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Regal Investment Advisors LLC | 5 | 1 | 0.15% | 0.52% | 0.64% | Q2 2020 | Q2 2022 | 7 |
BAIRD ROBERT W & CO INC /WI/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 7 |
FIRST MANHATTAN CO. LLC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 7 |
COLONY GROUP LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
LAZARD ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 7 | 7 | 1.74% | 2.11% | 2.63% | Q3 2021 | Q1 2023 | 7 |
BB&T SECURITIES, LLC | 7 | 7 | 0.00% | 0.02% | 0.08% | Q1 2018 | Q3 2019 | 7 |
Unconventional Investor, LLC | 4 | 3 | 0.21% | 0.25% | 0.34% | Q4 2021 | Q3 2023 | 7 |
Capital Wealth Alliance, LLC | 5 | 1 | 0.10% | 0.18% | 0.21% | Q4 2019 | Q3 2023 | 6 |
TOMPKINS FINANCIAL CORP | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
ERn Financial, LLC | 6 | 6 | 0.26% | 0.41% | 0.52% | Q2 2022 | Q3 2023 | 6 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.35% | 0.48% | 0.56% | Q4 2019 | Q1 2021 | 6 |
Tempus Wealth Planning, LLC | 6 | 6 | 0.24% | 0.30% | 0.38% | Q4 2020 | Q1 2022 | 6 |
Elk River Wealth Management, LLC | 6 | 6 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Game Plan Financial Advisors, LLC | 6 | 6 | 0.30% | 0.69% | 0.94% | Q3 2020 | Q4 2021 | 6 |
TWO SIGMA ADVISERS, LP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
WealthShield Partners, LLC | 3 | 1 | 0.00% | 0.22% | 1.28% | Q4 2017 | Q2 2021 | 6 |
MANAGED ACCOUNT ADVISORS LLC | 6 | 6 | 0.02% | 0.06% | 0.10% | Q1 2014 | Q2 2015 | 6 |
HUNTINGTON NATIONAL BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 6 |
Global Trust Asset Management, LLC | 4 | 2 | 0.00% | 0.25% | 0.53% | Q4 2017 | Q2 2019 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.15% | 0.20% | 0.28% | Q4 2021 | Q3 2023 | 6 |
Apollon Wealth Management, LLC | 3 | 1 | 0.02% | 0.14% | 0.69% | Q4 2020 | Q2 2023 | 6 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.09% | 0.20% | Q2 2013 | Q1 2019 | 6 |
Hochman Cole Investment Advisors, Inc. | 6 | 6 | 0.18% | 0.22% | 0.31% | Q2 2020 | Q3 2021 | 6 |
TWO SIGMA INVESTMENTS, LP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 6 | 6 | 0.20% | 0.28% | 0.35% | Q4 2020 | Q1 2022 | 6 |
Penserra Capital Management LLC | 3 | 1 | 0.00% | 0.12% | 0.31% | Q1 2018 | Q2 2023 | 6 |
Regent Peak Wealth Advisors LLC | 6 | 6 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q1 2022 | 6 |
BerganKDV Wealth Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 6 |
55I, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 6 |
Montecito Bank & Trust | 6 | 6 | 0.10% | 0.19% | 0.24% | Q2 2018 | Q3 2019 | 6 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 5 | 1 | 0.00% | 0.41% | 0.55% | Q4 2021 | Q3 2023 | 6 |
Psagot Value Holdings Ltd. / (Israel) | 6 | 6 | 0.04% | 0.22% | 0.38% | Q3 2021 | Q4 2022 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.07% | 0.35% | 0.86% | Q4 2019 | Q3 2021 | 6 |
Financial Management Professionals, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Tradewinds, LLC. | 4 | 1 | 0.13% | 0.17% | 0.30% | Q2 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Cypress Wealth Services, LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q2 2021 | 5 |
Gunderson Capital Management Inc. | 2 | 1 | 0.15% | 0.18% | 0.22% | Q1 2019 | Q4 2020 | 5 |
Orion Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
TD Waterhouse Canada Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Country Club Trust Company, n.a. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q3 2016 | 5 |
Financial Enhancement Group LLC | 5 | 5 | 0.00% | 0.89% | 1.54% | Q1 2019 | Q1 2020 | 5 |
Avantax Planning Partners, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 5 |
Crosspoint Capital Strategies, LLC | 3 | 2 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2018 | 5 |
NATIONAL PLANNING CORP | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2017 | 5 |
Global Financial Private Capital, Inc | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 5 |
AVIANCE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.07% | 0.42% | 0.63% | Q1 2018 | Q1 2019 | 5 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 5 |
Nachman Norwood & Parrott, Inc | 5 | 5 | 0.02% | 0.04% | 0.04% | Q2 2020 | Q2 2021 | 5 |
SignalPoint Asset Management, LLC | 5 | 5 | 0.24% | 0.29% | 0.34% | Q3 2022 | Q3 2023 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.03% | 0.25% | 0.45% | Q4 2013 | Q4 2014 | 5 |
Premia Global Advisors, LLC | 3 | 2 | 0.42% | 0.98% | 1.22% | Q2 2018 | Q3 2019 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 5 | 0.04% | 0.42% | 0.69% | Q2 2020 | Q2 2021 | 5 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 5 |
Ten Capital Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 5 |
Hanson & Doremus Investment Management | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2014 | 5 |
COMERICA BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 5 |
Bison Wealth, LLC | 5 | 5 | 0.57% | 0.61% | 0.64% | Q4 2014 | Q4 2015 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Jacobi Capital Management LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 5 |
Caprock Group, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2022 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.36% | 0.40% | 0.45% | Q4 2021 | Q4 2022 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
Ballew Advisors, Inc | 4 | 1 | 0.14% | 0.16% | 0.17% | Q4 2020 | Q2 2023 | 5 |
Castle Rock Wealth Management, LLC | 5 | 5 | 0.27% | 0.50% | 0.70% | Q3 2020 | Q3 2021 | 5 |
McIlrath & Eck, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
TSFG, LLC | 5 | 5 | 0.60% | 0.72% | 0.82% | Q2 2021 | Q2 2022 | 5 |
FMA ADVISORY INC | 4 | 4 | 0.12% | 0.15% | 0.17% | Q2 2020 | Q1 2021 | 4 |
REGIONS FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 4 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 4 |
IEQ CAPITAL, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.30% | 0.31% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.12% | 0.21% | Q1 2021 | Q3 2023 | 4 |
WEALTH ADVISORS, INC. | 4 | 4 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q4 2021 | 4 |
Mason & Associates Inc | 2 | 2 | 0.06% | 0.68% | 2.51% | Q4 2021 | Q3 2023 | 4 |
Engrave Wealth Partners LLC | 4 | 4 | 1.82% | 2.00% | 2.18% | Q1 2021 | Q4 2021 | 4 |
Pinnacle Family Advisors, LLC | 4 | 4 | 0.13% | 0.23% | 0.33% | Q3 2018 | Q2 2019 | 4 |
Axiom Investment Management LLC | 4 | 4 | 0.02% | 0.09% | 0.20% | Q1 2019 | Q4 2019 | 4 |
TimeScale Financial, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Aspire Private Capital, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Lowe Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Smart Portfolios, LLC | 4 | 4 | 0.82% | 1.59% | 2.98% | Q2 2021 | Q1 2022 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.12% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 2.13% | 2.29% | 2.40% | Q4 2022 | Q3 2023 | 4 |
ACIMA PRIVATE WEALTH, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Prosperity Financial Group, Inc. | 4 | 4 | 0.82% | 1.23% | 2.31% | Q4 2022 | Q3 2023 | 4 |
Pallas Capital Advisors LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q1 2022 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 4 |
SII INVESTMENTS INC/WI | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q4 2017 | 4 |
Harvest Fund Management Co., Ltd | 3 | 1 | 0.02% | 0.20% | 0.27% | Q2 2018 | Q3 2019 | 4 |
Wedmont Private Capital | 2 | 2 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 4 |
Zullo Investment Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
tru Independence LLC | 2 | 1 | 0.03% | 0.06% | 0.08% | Q4 2019 | Q4 2021 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Fermata Advisors, LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q3 2022 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 4 | 4 | 0.14% | 0.40% | 0.67% | Q4 2021 | Q3 2022 | 4 |
Ayalon Insurance Comp Ltd. | 4 | 4 | 0.11% | 0.18% | 0.26% | Q2 2021 | Q1 2022 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.07% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Raleigh Capital Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
PRUDENTIAL FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q2 2016 | 4 |
Hoover Financial Advisors, Inc. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q2 2021 | 4 |
HSBC HOLDINGS PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
VALLEY FINANCIAL MANAGEMENT, INC. | 4 | 4 | 0.85% | 1.21% | 1.79% | Q3 2022 | Q2 2023 | 4 |
PRUDENTIAL PLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.02% | 0.10% | 0.20% | Q4 2020 | Q3 2022 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Lenox Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
WealthTrust Asset Management, LLC | 4 | 4 | 0.14% | 0.18% | 0.21% | Q2 2021 | Q1 2022 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
WCG Wealth Advisors LLC | 4 | 4 | 0.04% | 0.07% | 0.09% | Q2 2022 | Q1 2023 | 4 |
Arlington Capital Management, Inc. | 3 | 3 | 8.62% | 9.16% | 9.45% | Q1 2019 | Q3 2019 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.20% | 0.28% | 0.37% | Q4 2021 | Q2 2022 | 3 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
WealthTrust Fairport, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
PFG Advisors | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q1 2021 | 3 |
FIRST NATIONAL TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
FDx Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.36% | 0.39% | 0.45% | Q4 2022 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q4 2020 | Q2 2021 | 3 |
Bay Harbor Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
FinTrust Capital Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 3 |
Leelyn Smith, LLC | 3 | 3 | 0.01% | 0.13% | 0.27% | Q3 2020 | Q1 2021 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Davis Investment Partners, LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q2 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2015 | 3 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2020 | Q4 2020 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
DeDora Capital, Inc. | 2 | 1 | 0.00% | 1.18% | 2.50% | Q1 2020 | Q1 2022 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
AllSquare Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
ALTFEST L J & CO INC | 3 | 3 | 0.30% | 0.48% | 0.76% | Q1 2020 | Q3 2020 | 3 |
NewDay Solutions, LLC | 2 | 1 | 0.31% | 0.32% | 0.34% | Q4 2018 | Q4 2019 | 3 |
Private Advisory Group LLC | 3 | 3 | 0.15% | 0.21% | 0.34% | Q4 2018 | Q2 2019 | 3 |
MONTAG A & ASSOCIATES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CPWM, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.04% | 0.09% | Q2 2021 | Q2 2023 | 3 |
Brookstone Capital Management | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 3 |
McClarren Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BCS Wealth Management | 3 | 3 | 0.09% | 0.12% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Columbus Macro, LLC | 3 | 3 | 0.27% | 0.32% | 0.35% | Q3 2020 | Q1 2021 | 3 |
Lloyd Advisory Services, LLC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
James J. Burns & Company, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Milestone Advisory Partners | 3 | 3 | 0.12% | 0.19% | 0.22% | Q2 2019 | Q4 2019 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.03% | 0.03% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Truvestments Capital LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q2 2019 | 3 |
KING LUTHER CAPITAL MANAGEMENT CORP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
SEI INVESTMENTS CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 3 |
Strategic Advisors LLC | 2 | 1 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 3 |
MISSION WEALTH MANAGEMENT, LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.07% | 0.10% | Q1 2021 | Q2 2022 | 3 |
EUDAIMONIA ADVISORS LLC | 2 | 1 | 0.14% | 0.23% | 0.40% | Q4 2021 | Q3 2023 | 3 |
Virtue Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Family Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Investors Research Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Ulland Investment Advisors, LLC | 2 | 2 | 0.19% | 0.27% | 0.35% | Q4 2021 | Q1 2022 | 2 |
FIRST HAWAIIAN BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Main Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Insight Advisors, LLC/ PA | 2 | 2 | 0.09% | 0.11% | 0.13% | Q4 2022 | Q1 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ACG Wealth | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2019 | Q1 2020 | 2 |
Keystone Wealth Services, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q1 2022 | 2 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 0.30% | 0.44% | 0.57% | Q3 2016 | Q1 2017 | 2 |
Magnetar Financial LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Opera Trading Capital | 2 | 2 | 0.02% | 0.10% | 0.17% | Q3 2018 | Q4 2018 | 2 |
Harvest Investment Services, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q4 2021 | 2 |
Lucia Wealth Services, LLC | 2 | 2 | 0.64% | 0.72% | 0.80% | Q2 2020 | Q3 2020 | 2 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
MATRIX PRIVATE CAPITAL GROUP LLC | 2 | 2 | 0.15% | 0.16% | 0.18% | Q4 2020 | Q1 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
First Personal Financial Services | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Jump Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 2 |
Private Portfolio Partners LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Watson Rebecca | 2 | 2 | 0.05% | 0.13% | 0.21% | Q2 2020 | Q3 2020 | 2 |
Analyst IMS Investment Management Services Ltd. | 1 | 1 | 0.00% | 0.12% | 0.23% | Q3 2018 | Q1 2019 | 2 |
RETIREMENT CAPITAL STRATEGIES | 2 | 2 | 0.10% | 0.73% | 1.36% | Q2 2023 | Q3 2023 | 2 |
Cresta Advisors, Ltd. | 2 | 2 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q3 2023 | 2 |
TCWP LLC | 2 | 2 | 0.06% | 0.15% | 0.25% | Q4 2021 | Q1 2022 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Elite Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Venator Capital Management Ltd. | 1 | 1 | 4.37% | 7.41% | 10.44% | Q3 2020 | Q1 2021 | 2 |
Ally Invest Advisors Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
ASB Consultores, LLC | 2 | 2 | 0.33% | 0.38% | 0.44% | Q4 2021 | Q1 2022 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Wechter Feldman Wealth Management, Inc. | 2 | 2 | 3.27% | 4.57% | 5.88% | Q3 2018 | Q4 2018 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q1 2023 | 2 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 2 |
LBA Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Rikoon Group, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q1 2021 | 2 |
L. Roy Papp & Associates, LLP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
WEALTH EFFECTS LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Essex Financial Services, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
FOCUS Wealth Advisors, LLC | 2 | 2 | 2.32% | 2.35% | 2.39% | Q4 2020 | Q1 2021 | 2 |
Trexquant Investment LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q1 2020 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
PETERSON WEALTH MANAGEMENT | 2 | 2 | 0.76% | 1.13% | 1.50% | Q2 2023 | Q3 2023 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.01% | 2.60% | 5.20% | Q2 2020 | Q2 2021 | 2 |
Goodwin Investment Advisory | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Beaumont Financial Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Verity Asset Management, Inc. | 1 | 1 | 0.15% | 0.26% | 0.37% | Q4 2015 | Q3 2023 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.51% | 0.53% | 0.55% | Q2 2018 | Q3 2018 | 2 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.31% | 0.52% | 0.74% | Q2 2020 | Q2 2022 | 2 |
Tanager Wealth Management LLP | 2 | 2 | 0.50% | 0.74% | 0.98% | Q4 2021 | Q1 2022 | 2 |
Csenge Advisory Group | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q1 2022 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
K2 PRINCIPAL FUND, L.P. | 2 | 2 | 0.28% | 0.45% | 0.62% | Q2 2019 | Q3 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.05% | 0.09% | Q3 2018 | Q3 2021 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
SouthState Corp | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Tidal Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
GSA CAPITAL PARTNERS LLP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
CONTINUUM WEALTH ADVISORS, LLC | 2 | 2 | 3.06% | 3.13% | 3.20% | Q2 2023 | Q3 2023 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Clearstead Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Bullseye Investment Management, LLC | 2 | 2 | 0.23% | 0.25% | 0.28% | Q4 2021 | Q1 2022 | 2 |
Omnia Family Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
TTP Investments, Inc. | 2 | 2 | 3.26% | 3.31% | 3.36% | Q2 2018 | Q3 2018 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
WealthCare Investment Partners, LLC | 2 | 2 | 0.20% | 0.24% | 0.28% | Q4 2021 | Q1 2022 | 2 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.57% | 0.59% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Savior LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Price Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Crestmont Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2017 | Q2 2017 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
USAdvisors Wealth Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2020 | Q1 2020 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q2 2019 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
GeoWealth Management, LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q4 2021 | Q4 2021 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Family Capital Management, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Alpha Square Group S LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q3 2016 | Q3 2016 | 1 |
Advisor OS, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2020 | Q4 2020 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Beacon Financial Advisory LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ergawealth Advisors, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2021 | Q1 2021 | 1 |
PCG Wealth Advisors, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2022 | Q4 2022 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gunma Bank,Ltd. | 1 | 1 | 1.45% | 1.45% | 1.45% | Q1 2021 | Q1 2021 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
EXANE DERIVATIVES | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RDA Financial Network | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Main Management ETF Advisors, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
Advisor Resource Council | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Quaker Wealth Management, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2019 | Q4 2019 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Family Management Corp | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAZ INVESTMENTS LP | 1 | 1 | 1.13% | 1.13% | 1.13% | Q1 2020 | Q1 2020 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Titan Capital Management, LLC /TX | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Vienna Asset Management LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q4 2021 | Q4 2021 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Objective Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
NORTHWEST WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
Phraction Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2012 | Q1 2012 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FIFTH THIRD SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Investment Advisory Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Dakota Wealth Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
YCG, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WELCH & FORBES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Washington Trust Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 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.