Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 56 |
Cutler Group LLC / CA | 18 | 7 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q3 2023 | 53 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 51 |
UBS Group AG | 33 | 33 | 0.00% | 0.03% | 0.09% | Q3 2015 | Q3 2023 | 35 |
BANK OF AMERICA CORP /DE/ | 33 | 33 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 34 |
MORGAN STANLEY | 33 | 33 | 0.00% | 0.03% | 0.08% | Q3 2015 | Q3 2023 | 33 |
ROYAL BANK OF CANADA | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
LPL Financial LLC | 33 | 33 | 0.01% | 0.04% | 0.12% | Q3 2015 | Q3 2023 | 33 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 33 | 33 | 0.00% | 0.17% | 0.45% | Q3 2015 | Q3 2023 | 33 |
WELLS FARGO & COMPANY/MN | 30 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 33 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.02% | 0.09% | Q3 2015 | Q3 2023 | 33 |
RAYMOND JAMES & ASSOCIATES | 32 | 32 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.12% | Q4 2015 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 23 | 8 | 0.00% | 0.04% | 0.09% | Q4 2015 | Q3 2023 | 31 |
Janney Montgomery Scott LLC | 27 | 1 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 30 |
NORTHSTAR ASSET MANAGEMENT LLC | 29 | 29 | 0.40% | 0.97% | 1.72% | Q3 2016 | Q3 2023 | 29 |
PNC FINANCIAL SERVICES GROUP, INC. | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 27 | 27 | 0.03% | 0.08% | 0.13% | Q1 2017 | Q3 2023 | 27 |
Cambridge Investment Research Advisors, Inc. | 27 | 27 | 0.00% | 0.04% | 0.11% | Q1 2017 | Q3 2023 | 27 |
STIFEL FINANCIAL CORP | 26 | 26 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Clearwater Capital Advisors, LLC | 26 | 26 | 0.06% | 0.76% | 1.47% | Q2 2017 | Q3 2023 | 26 |
Global Retirement Partners, LLC | 15 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 26 |
Jacobi Capital Management LLC | 26 | 26 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 26 |
JPMORGAN CHASE & CO | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
D.A. DAVIDSON & CO. | 18 | 7 | 0.00% | 0.06% | 0.18% | Q4 2015 | Q3 2023 | 25 |
Cetera Investment Advisers | 24 | 24 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.19% | 0.32% | 0.45% | Q4 2017 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24 | 24 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.03% | 0.11% | 0.26% | Q4 2017 | Q3 2023 | 24 |
Cetera Advisor Networks LLC | 24 | 24 | 0.01% | 0.07% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Wealthcare Advisory Partners LLC | 24 | 24 | 0.00% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 23 | 23 | 0.00% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 23 |
Capital Investment Advisory Services, LLC | 23 | 23 | 0.10% | 0.14% | 0.19% | Q1 2018 | Q3 2023 | 23 |
Stratos Wealth Partners, LTD. | 19 | 4 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 23 |
CIBC WORLD MARKET INC. | 16 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Advisory Services Network, LLC | 14 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 23 |
Prospera Financial Services Inc | 23 | 23 | 0.07% | 0.28% | 0.81% | Q1 2018 | Q3 2023 | 23 |
Migdal Insurance & Financial Holdings Ltd. | 18 | 4 | 0.00% | 0.07% | 0.17% | Q1 2017 | Q3 2023 | 22 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
BANK OF MONTREAL /CAN/ | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 22 |
IHT Wealth Management, LLC | 14 | 4 | 0.01% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 22 |
CX Institutional | 22 | 22 | 0.01% | 0.18% | 0.65% | Q2 2018 | Q3 2023 | 22 |
Private Advisor Group, LLC | 20 | 2 | 0.01% | 0.06% | 0.15% | Q1 2017 | Q3 2023 | 22 |
Cetera Advisors LLC | 22 | 22 | 0.01% | 0.09% | 0.21% | Q2 2018 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Snowden Capital Advisors LLC | 13 | 8 | 0.09% | 0.17% | 0.27% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 21 |
Koshinski Asset Management, Inc. | 14 | 1 | 0.03% | 0.08% | 0.21% | Q4 2015 | Q3 2023 | 21 |
B. Riley Wealth Advisors, Inc. | 17 | 4 | 0.02% | 0.10% | 0.29% | Q4 2015 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.17% | 0.22% | 0.27% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q3 2022 | 20 |
LINCOLN NATIONAL CORP | 20 | 20 | 0.01% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 20 |
AE Wealth Management LLC | 19 | 1 | 0.00% | 0.07% | 0.21% | Q3 2018 | Q3 2023 | 20 |
BANK HAPOALIM BM | 17 | 1 | 0.05% | 1.83% | 14.31% | Q2 2017 | Q3 2023 | 20 |
Varma Mutual Pension Insurance Co | 20 | 20 | 0.32% | 0.69% | 1.64% | Q4 2017 | Q3 2022 | 20 |
TOTH FINANCIAL ADVISORY CORP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
SeaCrest Wealth Management, LLC | 16 | 4 | 0.01% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 20 |
CWM, LLC | 12 | 8 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 20 |
Granite Investment Partners, LLC | 18 | 2 | 0.02% | 0.12% | 0.15% | Q2 2018 | Q3 2023 | 20 |
HighTower Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 19 |
Sargent Investment Group, LLC | 19 | 19 | 0.34% | 3.08% | 4.11% | Q1 2019 | Q3 2023 | 19 |
OPPENHEIMER & CO INC | 19 | 19 | 0.01% | 0.06% | 0.13% | Q1 2019 | Q3 2023 | 19 |
AdvisorNet Financial, Inc | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
Spectrum Wealth Advisory Group, LLC | 19 | 19 | 3.58% | 6.05% | 13.04% | Q1 2019 | Q3 2023 | 19 |
FLAGSHIP HARBOR ADVISORS, LLC | 19 | 19 | 0.04% | 0.13% | 0.25% | Q1 2019 | Q3 2023 | 19 |
Mirador Capital Partners LP | 18 | 18 | 0.10% | 0.17% | 0.25% | Q2 2019 | Q3 2023 | 18 |
US BANCORP \DE\ | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q1 2022 | 18 |
Ellis Investment Partners, LLC | 18 | 18 | 0.06% | 0.13% | 0.21% | Q2 2019 | Q3 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 17 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 18 |
Dynamic Advisor Solutions LLC | 18 | 18 | 0.02% | 0.09% | 0.42% | Q2 2019 | Q3 2023 | 18 |
J.P. Morgan Private Wealth Advisors LLC | 16 | 2 | 0.01% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 18 |
Abbot Financial Management, Inc. | 18 | 18 | 0.58% | 0.75% | 1.06% | Q2 2019 | Q3 2023 | 18 |
WEDBUSH SECURITIES INC | 18 | 18 | 0.03% | 0.12% | 0.20% | Q2 2019 | Q3 2023 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
BROWN BROTHERS HARRIMAN & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Madden Advisory Services, Inc. | 18 | 18 | 0.34% | 0.66% | 0.89% | Q4 2015 | Q1 2020 | 18 |
Harel Insurance Investments & Financial Services Ltd. | 10 | 3 | 0.00% | 0.22% | 0.75% | Q1 2016 | Q3 2023 | 17 |
Sigma Planning Corp | 14 | 3 | 0.01% | 0.08% | 0.17% | Q2 2019 | Q3 2023 | 17 |
Smithfield Trust Co | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
SCOTIA CAPITAL INC. | 14 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 17 |
PINNACLE ASSOCIATES LTD | 17 | 17 | 0.02% | 0.12% | 0.27% | Q3 2019 | Q3 2023 | 17 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 17 | 17 | 0.01% | 0.07% | 0.16% | Q2 2018 | Q2 2022 | 17 |
Arkadios Wealth Advisors | 16 | 16 | 0.18% | 0.37% | 0.64% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Cutter & CO Brokerage, Inc. | 16 | 16 | 0.09% | 0.28% | 0.40% | Q4 2019 | Q3 2023 | 16 |
APPLETON PARTNERS INC/MA | 16 | 16 | 0.03% | 0.30% | 0.54% | Q1 2020 | Q4 2023 | 16 |
Ironsides Asset Advisors, LLC | 16 | 16 | 0.11% | 0.48% | 0.63% | Q4 2019 | Q3 2023 | 16 |
WINTRUST INVESTMENTS LLC | 11 | 5 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 16 |
Aptus Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.09% | 0.67% | 1.50% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Financial Planning Group, LLC | 16 | 16 | 0.01% | 0.25% | 0.45% | Q4 2019 | Q3 2023 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2019 | 16 |
NTV ASSET MANAGEMENT LLC | 15 | 15 | 0.37% | 0.66% | 0.81% | Q1 2020 | Q3 2023 | 15 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.26% | 0.56% | 0.89% | Q1 2020 | Q3 2023 | 15 |
J Arnold Wealth Management Co | 15 | 15 | 0.01% | 1.94% | 8.88% | Q4 2019 | Q2 2023 | 15 |
Phoenix Holdings Ltd. | 15 | 15 | 0.02% | 0.08% | 0.16% | Q4 2019 | Q2 2023 | 15 |
WealthPLAN Partners, LLC | 10 | 5 | 0.04% | 0.15% | 0.34% | Q4 2019 | Q4 2023 | 15 |
Concentrum Wealth Management | 15 | 15 | 2.69% | 3.45% | 4.30% | Q1 2020 | Q3 2023 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 1.05% | 1.42% | 1.68% | Q1 2018 | Q2 2023 | 15 |
Sowell Financial Services LLC | 10 | 5 | 0.01% | 0.07% | 0.23% | Q3 2019 | Q3 2023 | 15 |
Front Row Advisors LLC | 15 | 15 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Emerald Advisors, LLC | 15 | 15 | 0.11% | 0.14% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
Jaffetilchin Investment Partners, LLC | 15 | 15 | 0.57% | 0.84% | 1.06% | Q1 2020 | Q3 2023 | 15 |
SMITH, MOORE & CO. | 15 | 15 | 0.09% | 0.14% | 0.16% | Q1 2020 | Q3 2023 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 15 | 0.01% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
PEAK6 Investments LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q1 2023 | 15 |
FULTON BANK, N.A. | 15 | 15 | 0.08% | 0.09% | 0.11% | Q2 2020 | Q4 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Creative Planning | 13 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 15 |
First Allied Advisory Services, Inc. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2020 | 14 |
SFMG, LLC | 14 | 14 | 0.03% | 0.26% | 0.41% | Q2 2020 | Q3 2023 | 14 |
LAZARD ASSET MANAGEMENT LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
GOLDMAN SACHS GROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
Baystate Wealth Management LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Western Wealth Management, LLC | 8 | 1 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q3 2023 | 14 |
SUMMIT FINANCIAL GROUP, INC. | 14 | 14 | 0.39% | 0.51% | 0.62% | Q2 2020 | Q3 2023 | 14 |
M&T BANK CORP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
IFG Advisory, LLC | 13 | 1 | 0.03% | 0.10% | 0.25% | Q1 2020 | Q3 2023 | 14 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 14 | 14 | 0.03% | 0.08% | 0.12% | Q2 2019 | Q3 2022 | 14 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 14 |
Northeast Financial Consultants Inc | 14 | 14 | 0.02% | 0.08% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Pinnacle Bancorp, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
RFG Advisory, LLC | 14 | 14 | 0.04% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Asset Dedication, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
American Institute for Advanced Investment Management, LLP | 14 | 14 | 0.21% | 0.28% | 0.42% | Q2 2020 | Q3 2023 | 14 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Moors & Cabot, Inc. | 14 | 14 | 0.02% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
StrategIQ Financial Group, LLC | 12 | 2 | 0.05% | 0.10% | 0.20% | Q4 2017 | Q3 2023 | 14 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
BLAIR WILLIAM & CO/IL | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Bank Julius Baer & Co. Ltd, Zurich | 9 | 5 | 0.00% | 0.09% | 0.15% | Q1 2020 | Q3 2023 | 14 |
CreativeOne Wealth, LLC | 12 | 1 | 0.04% | 0.13% | 0.25% | Q3 2019 | Q2 2023 | 13 |
Eudaimonia Partners, LLC | 7 | 1 | 0.01% | 0.23% | 0.60% | Q4 2019 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.14% | 0.23% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Essex Financial Services, Inc. | 13 | 13 | 0.03% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Belpointe Asset Management LLC | 13 | 13 | 0.01% | 0.06% | 0.19% | Q2 2020 | Q2 2023 | 13 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
TD Capital Management LLC | 13 | 13 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.02% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.04% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 13 |
NEXT Financial Group, Inc | 8 | 1 | 0.00% | 0.07% | 0.22% | Q4 2016 | Q4 2021 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Gladstone Institutional Advisory LLC | 12 | 1 | 0.06% | 0.12% | 0.19% | Q1 2020 | Q3 2023 | 13 |
Cornerstone Wealth Management, LLC | 10 | 3 | 0.02% | 0.08% | 0.20% | Q2 2020 | Q3 2023 | 13 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.93% | 1.27% | 1.64% | Q4 2020 | Q3 2023 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 0.09% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
GLENMEDE TRUST CO NA | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.08% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Advisors LLC | 12 | 12 | 0.34% | 0.59% | 0.75% | Q4 2020 | Q3 2023 | 12 |
Tempus Wealth Planning, LLC | 12 | 12 | 0.17% | 0.26% | 0.34% | Q4 2020 | Q3 2023 | 12 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 12 |
Moloney Securities Asset Management, LLC | 12 | 12 | 0.04% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 12 |
ACG Wealth | 12 | 12 | 0.03% | 0.04% | 0.06% | Q2 2017 | Q1 2020 | 12 |
Gradient Investments LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 12 |
Cambridge Advisors Inc. | 12 | 12 | 0.06% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Pacifica Partners Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2023 | 12 |
1832 Asset Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Bridge Advisory, LLC | 12 | 12 | 0.08% | 0.36% | 0.65% | Q4 2020 | Q3 2023 | 12 |
ROCKY MOUNTAIN ADVISERS, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CENTAURUS FINANCIAL, INC. | 10 | 1 | 0.02% | 0.08% | 0.22% | Q2 2020 | Q3 2023 | 12 |
TSFG, LLC | 12 | 12 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.15% | 0.20% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Avior Wealth Management, LLC | 12 | 12 | 0.00% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Kovack Advisors, Inc. | 12 | 12 | 0.04% | 0.06% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Wagner Wealth Management, LLC | 12 | 12 | 0.11% | 0.27% | 0.78% | Q4 2020 | Q3 2023 | 12 |
Compagnie Lombard Odier SCmA | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 12 |
SYNOVUS FINANCIAL CORP | 10 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.01% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 4 | 0.02% | 0.12% | 0.42% | Q3 2020 | Q3 2023 | 12 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 11 |
PFG Advisors | 11 | 11 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q4 2022 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11 | 11 | 0.02% | 0.22% | 0.37% | Q1 2019 | Q3 2021 | 11 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 11 |
FIFTH THIRD BANCORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
USCA RIA LLC | 6 | 5 | 0.02% | 0.09% | 0.13% | Q2 2017 | Q2 2021 | 11 |
Venture Visionary Partners LLC | 11 | 11 | 0.03% | 0.10% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Fort Point Capital Partners LLC | 11 | 11 | 0.05% | 0.08% | 0.12% | Q4 2020 | Q2 2023 | 11 |
Waverly Advisors, LLC | 11 | 11 | 0.11% | 0.19% | 0.27% | Q1 2021 | Q3 2023 | 11 |
LFA - Lugano Financial Advisors SA | 11 | 11 | 1.96% | 2.48% | 3.24% | Q1 2021 | Q3 2023 | 11 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 11 | 11 | 0.05% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Westshore Wealth, LLC | 10 | 1 | 0.18% | 0.26% | 0.37% | Q4 2019 | Q2 2023 | 11 |
First Heartland Consultants, Inc. | 11 | 11 | 0.11% | 0.28% | 0.51% | Q1 2021 | Q3 2023 | 11 |
RAYMOND JAMES TRUST N.A. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
J.W. COLE ADVISORS, INC. | 8 | 3 | 0.09% | 0.19% | 0.26% | Q4 2020 | Q3 2023 | 11 |
JAMES INVESTMENT RESEARCH INC | 11 | 11 | 0.06% | 0.16% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Integrated Wealth Concepts LLC | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Patriot Financial Group Insurance Agency, LLC | 8 | 3 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q2 2022 | 11 |
FIRST TRUST ADVISORS LP | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Global Trust Asset Management, LLC | 6 | 1 | 0.01% | 0.11% | 0.29% | Q1 2018 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
QUADRANT CAPITAL GROUP LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
LS Investment Advisors, LLC | 10 | 1 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2021 | 11 |
Ameritas Investment Company, LLC | 9 | 2 | 0.00% | 0.10% | 0.24% | Q4 2018 | Q3 2021 | 11 |
NewEdge Advisors, LLC | 11 | 11 | 0.01% | 0.09% | 0.29% | Q1 2021 | Q3 2023 | 11 |
Sunbelt Securities, Inc. | 10 | 1 | 0.05% | 0.22% | 0.40% | Q4 2020 | Q3 2023 | 11 |
KMG FIDUCIARY PARTNERS, LLC | 6 | 4 | 0.04% | 0.12% | 0.27% | Q4 2018 | Q1 2022 | 10 |
BAROMETER CAPITAL MANAGEMENT INC. | 9 | 1 | 0.09% | 0.18% | 0.36% | Q1 2019 | Q1 2022 | 10 |
Winch Advisory Services, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PECAUT & CO. | 10 | 10 | 0.00% | 0.92% | 1.21% | Q2 2021 | Q3 2023 | 10 |
Wellington Shields Capital Management, LLC | 10 | 10 | 0.03% | 0.07% | 0.13% | Q2 2021 | Q3 2023 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Acorn Wealth Advisors, LLC | 4 | 3 | 0.02% | 0.12% | 0.18% | Q4 2017 | Q3 2023 | 10 |
Strategic Blueprint, LLC | 10 | 10 | 0.04% | 0.19% | 0.27% | Q2 2021 | Q3 2023 | 10 |
Global Wealth Management Investment Advisory, Inc. | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 10 |
HARBOR INVESTMENT ADVISORY, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
BNP PARIBAS FINANCIAL MARKETS | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Avestar Capital, LLC | 7 | 1 | 0.03% | 0.62% | 1.17% | Q4 2017 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 10 |
Triumph Capital Management | 10 | 10 | 0.01% | 1.28% | 1.89% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Wealth Management Advisory Group, LLC | 10 | 10 | 0.07% | 0.38% | 0.67% | Q2 2021 | Q3 2023 | 10 |
DeDora Capital, Inc. | 7 | 3 | 0.10% | 0.15% | 0.19% | Q1 2021 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
B. Riley Wealth Management, Inc. | 10 | 10 | 0.00% | 0.13% | 0.26% | Q1 2020 | Q2 2022 | 10 |
MV CAPITAL MANAGEMENT, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Sandy Spring Bank | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Tidal Investments LLC | 7 | 3 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 10 |
Sonora Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.02% | 0.10% | 0.22% | Q1 2020 | Q3 2023 | 9 |
Commonwealth Equity Services, Inc | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2017 | 9 |
Guidant Wealth Advisors | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2019 | 9 |
Simplicity Solutions, LLC | 8 | 1 | 0.11% | 0.15% | 0.22% | Q3 2018 | Q4 2020 | 9 |
TrueWealth Advisors, LLC | 9 | 9 | 0.11% | 0.38% | 0.54% | Q2 2021 | Q2 2023 | 9 |
Rye Brook Capital LLC | 9 | 9 | 0.14% | 0.68% | 1.33% | Q3 2021 | Q3 2023 | 9 |
GeoWealth Management, LLC | 8 | 1 | 0.01% | 0.05% | 0.11% | Q3 2019 | Q2 2022 | 9 |
Atria Investments, Inc | 4 | 1 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 9 |
IAM Advisory, LLC | 9 | 9 | 0.07% | 0.83% | 1.83% | Q3 2021 | Q3 2023 | 9 |
M Holdings Securities, Inc. | 5 | 4 | 0.05% | 0.05% | 0.07% | Q3 2020 | Q1 2023 | 9 |
Ruggie Capital Group | 9 | 9 | 0.29% | 1.45% | 3.54% | Q4 2017 | Q4 2019 | 9 |
Integrated Advisors Network LLC | 7 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 9 |
Vontobel Holding Ltd. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
MEITAV INVESTMENT HOUSE LTD | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Good Life Advisors, LLC | 9 | 9 | 0.03% | 0.51% | 0.97% | Q3 2021 | Q3 2023 | 9 |
Renaissance Technologies | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 9 |
BANK OF NOVA SCOTIA | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.06% | 0.17% | 0.28% | Q3 2021 | Q3 2023 | 9 |
PRIVATE TRUST CO NA | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Sequoia Wealth Management, LLC | 9 | 9 | 0.72% | 2.19% | 7.35% | Q4 2017 | Q4 2019 | 9 |
Banco Santander, S.A. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
PRUDENTIAL PLC | 9 | 9 | 0.01% | 1.19% | 1.82% | Q3 2021 | Q3 2023 | 9 |
PALLADIEM, LLC | 9 | 9 | 2.39% | 3.96% | 6.55% | Q2 2021 | Q2 2023 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
StoneX Group Inc. | 7 | 2 | 0.06% | 0.10% | 0.16% | Q2 2020 | Q2 2023 | 9 |
COTTONWOOD CAPITAL ADVISORS, LLC | 8 | 8 | 0.39% | 0.45% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Fortis Advisors, LLC | 8 | 8 | 0.02% | 0.19% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Crescent Grove Advisors, LLC | 8 | 8 | 0.06% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Bensler, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Valmark Advisers, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ACCESS FINANCIAL SERVICES, INC. | 8 | 8 | 0.37% | 0.43% | 0.52% | Q2 2021 | Q1 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FIRST NATIONAL TRUST CO | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.06% | 0.34% | Q4 2015 | Q1 2023 | 8 |
Mason & Associates Inc | 8 | 8 | 0.08% | 0.76% | 2.87% | Q4 2021 | Q3 2023 | 8 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q3 2020 | 8 |
OPPENHEIMER ASSET MANAGEMENT INC. | 8 | 8 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2022 | 8 |
American Financial Advisors, LLC | 5 | 3 | 0.12% | 1.54% | 1.89% | Q3 2021 | Q3 2023 | 8 |
JNBA Financial Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.57% | 1.06% | 1.56% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Partners, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BREWIN DOLPHIN LTD | 8 | 8 | 0.00% | 0.28% | 0.38% | Q3 2020 | Q2 2022 | 8 |
SFI Advisors, LLC | 8 | 8 | 3.24% | 4.06% | 4.51% | Q4 2021 | Q3 2023 | 8 |
Golden State Wealth Management, LLC | 4 | 1 | 0.00% | 0.11% | 0.31% | Q1 2019 | Q1 2022 | 8 |
HRT FINANCIAL LP | 7 | 1 | 0.00% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 8 |
Thrive Capital Management, LLC | 8 | 8 | 0.96% | 1.12% | 1.48% | Q4 2021 | Q3 2023 | 8 |
FAS Wealth Partners, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Unconventional Investor, LLC | 8 | 8 | 0.24% | 0.26% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Psagot Value Holdings Ltd. | 8 | 8 | 0.00% | 0.04% | 0.24% | Q4 2019 | Q3 2021 | 8 |
WealthShield Partners, LLC | 4 | 1 | 0.00% | 0.04% | 0.14% | Q2 2018 | Q1 2022 | 8 |
Florin Court Capital LLP | 6 | 2 | 0.31% | 4.86% | 20.18% | Q4 2020 | Q3 2023 | 8 |
Rathbones Group PLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WHITTIER TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Crumly & Associates Inc. | 8 | 8 | 1.09% | 1.65% | 2.58% | Q4 2020 | Q3 2022 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.26% | 1.79% | 2.37% | Q4 2021 | Q3 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MGO ONE SEVEN LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.20% | 0.37% | 0.63% | Q4 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.40% | 1.08% | 1.42% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.14% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 0.15% | 0.49% | 1.16% | Q4 2021 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.25% | 0.46% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Financial Management Professionals, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.17% | 0.21% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Pekin Hardy Strauss, Inc. | 8 | 8 | 0.21% | 0.37% | 0.45% | Q1 2020 | Q4 2021 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.65% | 0.88% | 1.12% | Q4 2021 | Q3 2023 | 8 |
SFG Wealth Management, LLC. | 8 | 8 | 0.23% | 0.40% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Lee Financial Group Hawaii, Inc. | 8 | 8 | 1.15% | 3.89% | 6.30% | Q2 2020 | Q1 2022 | 8 |
Stegent Equity Advisors, Inc. | 8 | 8 | 0.67% | 1.01% | 1.32% | Q4 2021 | Q3 2023 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.67% | 1.15% | 1.46% | Q4 2021 | Q3 2023 | 8 |
NEW ENGLAND ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 0.81% | 0.99% | 1.16% | Q4 2021 | Q3 2023 | 8 |
Stevens First Principles Investment Advisors | 8 | 8 | 0.48% | 0.58% | 0.68% | Q4 2016 | Q3 2018 | 8 |
DEUTSCHE BANK AG\ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Castleview Partners, LLC | 8 | 8 | 0.01% | 0.23% | 0.31% | Q4 2021 | Q3 2023 | 8 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.18% | 0.44% | 0.99% | Q4 2021 | Q3 2023 | 8 |
HBK Sorce Advisory LLC | 5 | 3 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Claro Advisors LLC | 4 | 1 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q3 2023 | 8 |
Paragon Private Wealth Management, LLC | 5 | 2 | 0.17% | 0.23% | 0.29% | Q4 2021 | Q3 2023 | 7 |
HL FINANCIAL SERVICES LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q1 2019 | 7 |
ALLIANCEBERNSTEIN L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Banque Cantonale Vaudoise | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SRS Capital Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 7 |
SEAVIEW INVESTMENT MANAGERS LLC | 3 | 2 | 0.08% | 0.52% | 0.76% | Q3 2020 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Glassman Wealth Services | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Hudson Value Partners, LLC | 7 | 7 | 0.18% | 0.21% | 0.23% | Q4 2020 | Q2 2022 | 7 |
AlphaMark Advisors, LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
HB Wealth Management, LLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Frisch Financial Group, Inc. | 7 | 7 | 1.57% | 1.80% | 2.01% | Q1 2022 | Q3 2023 | 7 |
Cordasco Financial Network | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
EVOKE WEALTH, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
HUNTINGTON NATIONAL BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
FDx Advisors, Inc. | 6 | 1 | 0.01% | 0.32% | 0.64% | Q2 2021 | Q3 2023 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
KRAEMATON INVESTMENT ADVISORS, INC | 7 | 7 | 0.58% | 0.69% | 0.85% | Q1 2022 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 4 | 3 | 0.18% | 0.34% | 0.56% | Q4 2021 | Q3 2023 | 7 |
Advisor OS, LLC | 7 | 7 | 0.03% | 0.60% | 1.20% | Q1 2022 | Q3 2023 | 7 |
DUBUQUE BANK & TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
Cardan Capital Partners, LLC | 7 | 7 | 0.09% | 0.16% | 0.21% | Q2 2017 | Q4 2018 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 7 |
OneDigital Investment Advisors LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MARSHALL WACE, LLP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 7 |
WEALTH EFFECTS LLC | 4 | 3 | 0.10% | 0.16% | 0.25% | Q4 2021 | Q3 2023 | 7 |
American Research & Management Co. | 7 | 7 | 0.04% | 0.07% | 0.08% | Q1 2021 | Q3 2022 | 7 |
Delta Investment Management, LLC | 7 | 7 | 0.25% | 0.36% | 0.53% | Q1 2022 | Q3 2023 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.00% | 0.06% | 0.09% | Q2 2019 | Q4 2020 | 7 |
Portfolio Strategies, Inc. | 5 | 1 | 2.14% | 2.97% | 6.34% | Q2 2018 | Q4 2021 | 7 |
Aurora Private Wealth, Inc. | 7 | 7 | 0.07% | 0.12% | 0.16% | Q1 2020 | Q3 2021 | 7 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 4 | 3 | 0.08% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 7 |
FLAGSTAR ADVISORS INC | 7 | 7 | 0.08% | 0.15% | 0.22% | Q1 2022 | Q3 2023 | 7 |
CENTRAL TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CORRADO ADVISORS, LLC | 7 | 7 | 0.45% | 0.81% | 1.29% | Q1 2022 | Q3 2023 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.03% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 7 |
SIGNATUREFD, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
SVB WEALTH LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 6 |
Veritable, L.P. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Laidlaw Wealth Management LLC | 4 | 2 | 0.04% | 0.14% | 0.25% | Q4 2021 | Q3 2023 | 6 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Lokken Investment Group LLC | 5 | 1 | 0.54% | 0.86% | 1.56% | Q1 2012 | Q1 2022 | 6 |
DIVIDEND ASSETS CAPITAL, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
MAI Capital Management | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 6 |
Sanford Advisory Services, LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q4 2022 | 6 |
Altshuler Shaham Ltd | 5 | 1 | 0.00% | 0.24% | 0.42% | Q4 2019 | Q2 2021 | 6 |
Investors Research Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
EXANE DERIVATIVES | 5 | 1 | 0.04% | 0.15% | 0.33% | Q1 2020 | Q2 2022 | 6 |
Pitti Group Wealth Management, LLC | 6 | 6 | 2.50% | 2.88% | 3.32% | Q4 2021 | Q1 2023 | 6 |
Private Portfolio Partners LLC | 6 | 6 | 0.10% | 0.13% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q2 2023 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.08% | 0.21% | 0.52% | Q4 2019 | Q3 2021 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Cresset Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Psagot Value Holdings Ltd. / (Israel) | 6 | 6 | 0.01% | 0.11% | 0.27% | Q3 2021 | Q4 2022 | 6 |
Holloway Wealth Management, LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.03% | 0.09% | 0.11% | Q1 2022 | Q2 2023 | 6 |
MSI Financial Services Inc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2016 | 6 |
Procyon Advisors, LLC | 6 | 6 | 0.87% | 1.20% | 1.47% | Q2 2022 | Q3 2023 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2021 | 6 |
HBC Financial Services, PLLC | 6 | 6 | 0.00% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Prime Capital Investment Advisors, LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
OLD SECOND NATIONAL BANK OF AURORA | 6 | 6 | 0.25% | 0.49% | 0.56% | Q2 2022 | Q3 2023 | 6 |
Kingsview Wealth Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 6 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2023 | 5 |
Laird Norton Wetherby Wealth Management, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Wambolt & Associates, LLC | 3 | 2 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q3 2023 | 5 |
One Charles Private Wealth Services, LLC | 5 | 5 | 0.12% | 0.16% | 0.18% | Q3 2021 | Q3 2022 | 5 |
Community Bank, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Quaker Wealth Management, LLC | 5 | 5 | 0.18% | 1.23% | 2.03% | Q3 2022 | Q3 2023 | 5 |
Hanson & Doremus Investment Management | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Caprock Group, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Axiom Investment Management LLC | 3 | 2 | 0.05% | 0.22% | 0.40% | Q2 2019 | Q4 2020 | 5 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 5 |
Meridian Wealth Management, LLC | 5 | 5 | 0.09% | 0.11% | 0.13% | Q2 2022 | Q2 2023 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
AVIANCE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.05% | 0.06% | 0.09% | Q1 2018 | Q1 2019 | 5 |
Stonehage Fleming Financial Services Holdings Ltd | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Ten Capital Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Apollon Wealth Management, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 5 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 5 |
PERSONAL CFO SOLUTIONS, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q2 2023 | 5 |
FINANCIAL COUNSELORS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 0.22% | 0.24% | 0.25% | Q3 2022 | Q3 2023 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Bedel Financial Consulting, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
McIlrath & Eck, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TriaGen Wealth Management LLC | 5 | 5 | 0.52% | 0.74% | 0.87% | Q4 2020 | Q4 2021 | 5 |
Lido Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
BARCLAYS PLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 5 |
BECK CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.61% | 0.72% | 1.02% | Q3 2022 | Q3 2023 | 5 |
Newbridge Financial Services Group, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Csenge Advisory Group | 4 | 1 | 0.03% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 5 |
Belvedere Trading LLC | 2 | 2 | 0.02% | 0.03% | 0.07% | Q4 2020 | Q2 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.12% | 0.18% | 0.24% | Q4 2021 | Q4 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
PSI Advisors, LLC | 5 | 5 | 0.01% | 0.15% | 0.30% | Q4 2021 | Q4 2022 | 5 |
Capital Bank & Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
American Financial Network Advisory Services LLC | 4 | 1 | 0.11% | 0.18% | 0.37% | Q4 2017 | Q1 2019 | 5 |
LifePro Asset Management | 5 | 5 | 0.10% | 0.13% | 0.15% | Q1 2022 | Q1 2023 | 5 |
Masso Torrence Wealth Management Inc. | 5 | 5 | 0.72% | 1.18% | 1.43% | Q4 2021 | Q4 2022 | 5 |
Apeiron RIA LLC | 5 | 5 | 0.10% | 0.13% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Archford Capital Strategies, LLC | 5 | 5 | 0.10% | 0.16% | 0.23% | Q1 2020 | Q1 2021 | 5 |
DAVIS R M INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FinTrust Capital Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Riggs Asset Managment Co. Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Savior LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 5 |
Bangor Savings Bank | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
VALLEY NATIONAL ADVISERS INC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Selective Wealth Management, Inc. | 5 | 5 | 0.00% | 0.06% | 0.12% | Q2 2021 | Q2 2022 | 5 |
Cedar Brook Financial Partners, LLC | 3 | 2 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 5 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 5 |
NewDay Solutions, LLC | 4 | 1 | 2.15% | 2.95% | 3.29% | Q4 2018 | Q1 2020 | 5 |
Certified Advisory Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Prosperity Financial Group, Inc. | 4 | 4 | 0.95% | 1.22% | 1.88% | Q4 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
O'Dell Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.05% | 0.17% | 0.55% | Q4 2021 | Q3 2023 | 4 |
Clearshares LLC | 4 | 4 | 1.39% | 2.15% | 2.69% | Q2 2018 | Q1 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
GFS Advisors, LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q2 2021 | Q1 2022 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.09% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Castle Rock Wealth Management, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q2 2022 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.03% | 0.06% | 0.12% | Q2 2021 | Q1 2023 | 4 |
Zullo Investment Group, Inc. | 4 | 4 | 0.01% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 2.48% | 2.53% | 2.57% | Q4 2022 | Q3 2023 | 4 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 4 |
River Street Advisors LLC | 4 | 4 | 0.28% | 0.29% | 0.30% | Q4 2022 | Q3 2023 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.13% | 0.19% | 0.31% | Q4 2020 | Q3 2021 | 4 |
JMAC ENTERPRISES LLC | 4 | 4 | 0.13% | 0.45% | 0.59% | Q1 2022 | Q4 2022 | 4 |
CALTON & ASSOCIATES, INC. | 4 | 4 | 0.05% | 0.14% | 0.22% | Q1 2021 | Q4 2021 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.03% | 1.23% | 1.72% | Q4 2022 | Q3 2023 | 4 |
BCS Wealth Management | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q3 2021 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 1.15% | 1.19% | 1.25% | Q4 2018 | Q4 2019 | 4 |
Great Diamond Partners, LLC | 4 | 4 | 0.12% | 0.15% | 0.16% | Q4 2019 | Q3 2020 | 4 |
Corbenic Partners LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
CHELSEA COUNSEL CO | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Black Swift Group, LLC | 4 | 4 | 0.96% | 1.31% | 1.78% | Q3 2022 | Q2 2023 | 4 |
Beacon Financial Advisory LLC | 4 | 4 | 0.11% | 0.15% | 0.21% | Q4 2021 | Q3 2022 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
OneAscent Wealth Management LLC | 3 | 1 | 0.38% | 0.44% | 0.51% | Q1 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
CREDIT SUISSE AG/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Virtue Capital Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 4 |
GPS Wealth Strategies Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.25% | 0.27% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Callan Family Office, LLC | 4 | 4 | 0.25% | 0.29% | 0.31% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Interchange Capital Partners, LLC | 4 | 4 | 0.22% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
XML Financial, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Lighthouse Financial Advisors, Inc. | 4 | 4 | 0.17% | 0.29% | 0.42% | Q2 2020 | Q1 2021 | 4 |
Realta Investment Advisors | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JOHNSON INVESTMENT COUNSEL INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Titus Wealth Management | 4 | 4 | 0.15% | 0.17% | 0.23% | Q3 2021 | Q2 2022 | 4 |
Cerro Pacific Wealth Advisors LLC | 4 | 4 | 0.29% | 0.36% | 0.44% | Q2 2022 | Q1 2023 | 4 |
EWG Elevate Inc. | 3 | 1 | 0.01% | 0.78% | 2.43% | Q3 2021 | Q4 2022 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Flaharty Asset Management, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Financial Partners Group, Inc | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Mainsail Financial Group, LLC | 4 | 4 | 1.70% | 1.80% | 1.87% | Q4 2022 | Q3 2023 | 4 |
Covenant Multifamily Offices, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
F3Logic, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q3 2019 | 3 |
Salomon & Ludwin, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
MANCHESTER FINANCIAL INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
EP Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 3 |
WCG Wealth Advisors LLC | 2 | 2 | 0.00% | 0.04% | 0.07% | Q2 2022 | Q3 2022 | 3 |
Quantitative Advantage, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 3 |
Semmax Financial Advisors Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Beaumont Asset Management, L.L.C. | 3 | 3 | 0.21% | 0.21% | 0.22% | Q4 2020 | Q2 2021 | 3 |
Clal Insurance Enterprises Holdings Ltd | 3 | 3 | 0.94% | 1.04% | 1.20% | Q1 2021 | Q3 2021 | 3 |
Covestor Ltd | 3 | 3 | 0.04% | 0.07% | 0.11% | Q4 2021 | Q2 2022 | 3 |
Wellington Shields & Co., LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.47% | 0.50% | 0.51% | Q4 2021 | Q2 2022 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.13% | 0.16% | 0.18% | Q1 2022 | Q4 2022 | 3 |
1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SII INVESTMENTS INC/WI | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q3 2017 | 3 |
ALTFEST L J & CO INC | 2 | 1 | 0.08% | 0.13% | 0.17% | Q3 2020 | Q3 2022 | 3 |
WNY Asset Management, LLC | 3 | 3 | 0.27% | 0.30% | 0.31% | Q1 2022 | Q3 2022 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.09% | 0.13% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Apexium Financial, LP | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 3 |
MJP ASSOCIATES INC /ADV | 3 | 3 | 0.19% | 2.17% | 3.31% | Q1 2022 | Q3 2022 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 3 |
TPG Financial Advisors, LLC | 3 | 3 | 1.45% | 1.98% | 2.48% | Q1 2023 | Q3 2023 | 3 |
TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 3 |
ARMSTRONG ADVISORY GROUP, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
SAGE PRIVATE WEALTH GROUP, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.20% | 0.21% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Activest Wealth Management | 2 | 1 | 0.00% | 0.04% | 0.06% | Q3 2021 | Q4 2022 | 3 |
Arkos Global Advisors | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q1 2022 | 3 |
ERn Financial, LLC | 3 | 3 | 0.42% | 0.67% | 1.09% | Q4 2021 | Q2 2022 | 3 |
Ellevest, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 3 |
One Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
MADDEN SECURITIES Corp | 2 | 1 | 0.01% | 0.19% | 0.40% | Q1 2022 | Q4 2022 | 3 |
James J. Burns & Company, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Joseph P. Lucia & Associates, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
ProShare Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Sutton Wealth Advisors Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 3 |
Hamilton Wealth, LLC | 3 | 3 | 0.58% | 0.62% | 0.65% | Q2 2021 | Q4 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Fermata Advisors, LLC | 3 | 3 | 0.09% | 0.11% | 0.14% | Q1 2022 | Q3 2022 | 3 |
Merit Financial Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 3 |
O'Connor Financial Group LLC | 3 | 3 | 0.67% | 0.68% | 0.68% | Q1 2023 | Q3 2023 | 3 |
AMERICAN INTERNATIONAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Strategic Advisors LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Empire Life Investments Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q3 2019 | 3 |
Vigilant Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Homrich & Berg | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Snider Financial Group | 3 | 3 | 0.76% | 0.80% | 0.86% | Q1 2023 | Q3 2023 | 3 |
Carroll Financial Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Raab & Moskowitz Asset Management LLC | 3 | 3 | 0.15% | 0.21% | 0.27% | Q1 2022 | Q3 2022 | 3 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 2 |
Fusion Investment Group, LLC | 2 | 2 | 0.47% | 0.47% | 0.48% | Q3 2015 | Q4 2015 | 2 |
Canvas Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2022 | Q2 2022 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Truadvice, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Robbins Farley | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Dunhill Financial, LLC | 2 | 2 | 0.64% | 0.69% | 0.74% | Q2 2023 | Q3 2023 | 2 |
Purus Wealth Management, LLC | 2 | 2 | 0.90% | 0.92% | 0.94% | Q2 2023 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.07% | 0.14% | 0.20% | Q1 2022 | Q1 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q3 2021 | Q4 2021 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
United Asset Strategies, Inc. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
South Shore Capital Advisors | 2 | 2 | 0.70% | 0.82% | 0.93% | Q2 2021 | Q3 2021 | 2 |
Sunesis Advisors, LLC | 1 | 1 | 0.18% | 0.19% | 0.19% | Q1 2023 | Q3 2023 | 2 |
COMMERCE BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Clearstead Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
COUNTRY TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Institute for Wealth Management, LLC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Mattern Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q4 2021 | 2 |
AllSquare Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Westside Investment Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
DHK Financial Advisors, Inc. | 2 | 2 | 0.92% | 0.95% | 0.97% | Q2 2023 | Q3 2023 | 2 |
TrinityPoint Wealth, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Robertson Stephens Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Clarus Wealth Advisors | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 0.22% | 0.25% | 0.27% | Q3 2021 | Q4 2021 | 2 |
PFG Investments, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
FIDUCIARY TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BOENNING & SCATTERGOOD, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Andesa Financial Management Inc. | 2 | 2 | 0.65% | 0.69% | 0.73% | Q1 2022 | Q2 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
NORTHERN TRUST CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.01% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.39% | 0.42% | 0.46% | Q2 2022 | Q3 2022 | 2 |
Shamrock Asset Management LLC | 1 | 1 | 0.28% | 0.41% | 0.54% | Q4 2015 | Q2 2017 | 2 |
Carmel Capital Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Joseph Group Capital Management | 2 | 2 | 5.21% | 5.52% | 5.83% | Q2 2023 | Q3 2023 | 2 |
Rothschild Capital Partners, LLC | 2 | 2 | 1.40% | 1.42% | 1.45% | Q3 2021 | Q4 2021 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
NEIRG Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Southern Farm Bureau Life Insurance | 2 | 2 | 0.59% | 0.60% | 0.60% | Q3 2021 | Q4 2021 | 2 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Brookstone Capital Management | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
AVALON CAPITAL MANAGEMENT | 2 | 2 | 0.70% | 0.72% | 0.73% | Q3 2017 | Q4 2017 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.67% | 1.31% | 1.95% | Q3 2018 | Q1 2023 | 2 |
Karp Capital Management Corp | 2 | 2 | 0.06% | 0.65% | 1.25% | Q2 2022 | Q3 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Apriem Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
20/20 Capital Management, Inc. | 2 | 2 | 0.28% | 0.30% | 0.32% | Q1 2021 | Q2 2021 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.87% | 0.88% | 0.89% | Q1 2022 | Q2 2022 | 2 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Round Rock Advisors, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q1 2021 | Q2 2021 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q4 2018 | Q4 2018 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
VICUS CAPITAL | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Simmons Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Retirement Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Keystone Financial Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 2.30% | 2.30% | 2.30% | Q2 2022 | Q2 2022 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
Diversified, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Crown Wealth Group, LLC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q3 2023 | Q3 2023 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Southland Equity Partners LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
AXS Investments LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
tru Independence LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Signify Wealth | 1 | 1 | 6.22% | 6.22% | 6.22% | Q4 2021 | Q4 2021 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Empowered Funds, LLC | 1 | 1 | 4.02% | 4.02% | 4.02% | Q4 2021 | Q4 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Silverleafe Capital Partners, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2021 | Q4 2021 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Savoie Capital LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q1 2022 | Q1 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2022 | Q1 2022 | 1 |
Vienna Asset Management LLC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q4 2021 | Q4 2021 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Wealth Alliance Advisory Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2020 | Q4 2020 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Watson Rebecca | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2022 | Q1 2022 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthTrust Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2022 | Q2 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AIRE ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2015 | Q4 2015 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gilman Hill Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
BAILARD, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Apella Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Friedenthal Financial | 1 | 1 | 3.53% | 3.53% | 3.53% | Q4 2021 | Q4 2021 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Grove Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ergawealth Advisors, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advisor Resource Council | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Savant Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HAP Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Rokos Capital Management LLP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2021 | Q3 2021 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
CMC Financial Group | 1 | 1 | 2.51% | 2.51% | 2.51% | Q4 2021 | Q4 2021 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
Capital Square, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 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.