Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 30 |
Cutler Group LLC / CA | 10 | 10 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 26 |
WOLVERINE TRADING, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 22 |
Creative Planning | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
IFP Advisors, Inc | 17 | 1 | 0.10% | 0.23% | 0.63% | Q1 2016 | Q3 2023 | 20 |
Geneos Wealth Management Inc. | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
UBS Group AG | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Janney Montgomery Scott LLC | 20 | 20 | 0.01% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Cetera Advisors LLC | 20 | 20 | 0.07% | 0.10% | 0.16% | Q4 2018 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 20 | 20 | 0.02% | 0.06% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Sigma Planning Corp | 20 | 20 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Cetera Advisor Networks LLC | 20 | 20 | 0.01% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 20 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Patriot Financial Group Insurance Agency, LLC | 20 | 20 | 0.20% | 0.53% | 0.92% | Q4 2018 | Q3 2023 | 20 |
Raymond James Financial Services Advisors, Inc. | 20 | 20 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Sunbelt Securities, Inc. | 20 | 20 | 0.01% | 0.08% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Wealthcare Advisory Partners LLC | 20 | 20 | 0.02% | 0.11% | 0.37% | Q4 2018 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Stratos Wealth Partners, LTD. | 20 | 20 | 0.03% | 0.07% | 0.09% | Q4 2018 | Q3 2023 | 20 |
MML INVESTORS SERVICES, LLC | 20 | 20 | 0.01% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 20 |
LPL Financial LLC | 20 | 20 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
MORGAN STANLEY | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
HighTower Advisors, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 17 | 2 | 0.07% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.22% | 0.39% | 0.78% | Q1 2019 | Q3 2023 | 19 |
LEVEL FOUR ADVISORY SERVICES, LLC | 14 | 5 | 0.02% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 19 |
IFG Advisory, LLC | 12 | 7 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.15% | 0.68% | 0.97% | Q1 2019 | Q3 2023 | 19 |
Belpointe Asset Management LLC | 18 | 1 | 0.03% | 0.17% | 0.58% | Q4 2018 | Q3 2023 | 19 |
Sowell Financial Services LLC | 17 | 2 | 0.08% | 0.19% | 0.53% | Q4 2018 | Q3 2023 | 19 |
BANK OF AMERICA CORP /DE/ | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
B. Riley Wealth Advisors, Inc. | 17 | 1 | 0.02% | 0.07% | 0.34% | Q4 2018 | Q3 2023 | 18 |
WEDBUSH SECURITIES INC | 18 | 18 | 0.02% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Investors Research Corp | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
CENTAURUS FINANCIAL, INC. | 18 | 18 | 0.02% | 0.63% | 2.12% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.22% | 0.28% | 0.42% | Q1 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Advisory Services Network, LLC | 18 | 18 | 0.00% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.06% | 0.13% | Q2 2019 | Q3 2023 | 18 |
Mirae Asset Global Investments Co., Ltd. | 18 | 18 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Joseph P. Lucia & Associates, LLC | 17 | 17 | 0.12% | 0.58% | 1.60% | Q3 2019 | Q3 2023 | 17 |
Laurel Wealth Advisors, Inc. | 17 | 17 | 0.07% | 0.13% | 0.27% | Q4 2018 | Q4 2022 | 17 |
ERTS Wealth Advisors, LLC | 17 | 17 | 0.16% | 0.30% | 0.51% | Q3 2019 | Q3 2023 | 17 |
Brookstone Capital Management | 13 | 4 | 0.01% | 0.23% | 0.48% | Q4 2018 | Q3 2023 | 17 |
Milestone Advisory Partners | 17 | 17 | 0.22% | 1.57% | 7.76% | Q3 2019 | Q3 2023 | 17 |
Western Wealth Management, LLC | 10 | 2 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 17 |
GeoWealth Management, LLC | 16 | 16 | 0.02% | 0.07% | 0.25% | Q4 2019 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Cedar Brook Financial Partners, LLC | 16 | 16 | 0.07% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Snowden Capital Advisors LLC | 8 | 8 | 0.05% | 0.08% | 0.11% | Q3 2019 | Q3 2023 | 16 |
BEAM WEALTH ADVISORS, INC. | 16 | 16 | 0.63% | 0.78% | 1.03% | Q4 2019 | Q3 2023 | 16 |
American Portfolios Advisors | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2022 | 16 |
Parallax Volatility Advisers, L.P. | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
LINCOLN NATIONAL CORP | 8 | 4 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 16 |
BENJAMIN EDWARDS INC | 15 | 15 | 0.00% | 0.50% | 1.64% | Q1 2020 | Q3 2023 | 15 |
TOWNSQUARE CAPITAL LLC | 12 | 3 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 15 |
DFPG INVESTMENTS, LLC | 6 | 4 | 0.03% | 0.34% | 0.78% | Q4 2018 | Q3 2023 | 15 |
Jacobi Capital Management LLC | 12 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 15 |
CVA Family Office, LLC | 15 | 15 | 0.03% | 0.33% | 0.80% | Q4 2019 | Q2 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
VICUS CAPITAL | 15 | 15 | 0.04% | 0.09% | 0.13% | Q1 2020 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OPPENHEIMER & CO INC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
FMR LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
Castle Rock Wealth Management, LLC | 14 | 1 | 0.18% | 0.50% | 0.93% | Q4 2019 | Q3 2023 | 15 |
Certified Advisory Corp | 8 | 7 | 0.09% | 0.15% | 0.24% | Q4 2018 | Q4 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
GREAT VALLEY ADVISOR GROUP, INC. | 12 | 3 | 0.01% | 0.12% | 0.37% | Q1 2019 | Q3 2023 | 15 |
Parallel Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 14 | 0.13% | 0.22% | 0.35% | Q1 2019 | Q2 2022 | 14 |
MASSMUTUAL TRUST CO FSB/ADV | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2023 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.38% | 1.00% | 1.87% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.05% | 0.14% | 0.40% | Q4 2019 | Q3 2023 | 14 |
Weaver Consulting Group | 14 | 14 | 0.49% | 0.83% | 1.07% | Q2 2020 | Q3 2023 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 14 |
NewEdge Advisors, LLC | 9 | 1 | 0.01% | 0.05% | 0.11% | Q1 2019 | Q3 2023 | 13 |
CITIGROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
AlphaMark Advisors, LLC | 13 | 13 | 0.02% | 0.11% | 0.15% | Q3 2020 | Q3 2023 | 13 |
SG Americas Securities, LLC | 9 | 4 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 13 |
Private Advisor Group, LLC | 11 | 1 | 0.00% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 13 |
Capital Investment Advisory Services, LLC | 13 | 13 | 0.15% | 0.19% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Cetera Investment Advisers | 12 | 1 | 0.02% | 0.06% | 0.18% | Q1 2019 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.04% | 0.25% | 0.42% | Q3 2020 | Q3 2023 | 13 |
Armor Investment Advisors, LLC | 13 | 13 | 0.03% | 2.82% | 4.59% | Q3 2020 | Q3 2023 | 13 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 13 |
RATIONAL ADVISORS LLC | 13 | 13 | 0.03% | 1.92% | 4.81% | Q4 2018 | Q4 2021 | 13 |
JPMORGAN CHASE & CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 13 |
STEPHENS INC /AR/ | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.11% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Baird Financial Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Anchor Investment Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 12 |
Carroll Financial Associates, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 12 |
Mutual Advisors, LLC | 7 | 5 | 0.02% | 0.06% | 0.20% | Q2 2020 | Q3 2023 | 12 |
Country Club Trust Company, n.a. | 6 | 6 | 0.21% | 0.26% | 0.31% | Q4 2018 | Q4 2021 | 12 |
Accel Wealth Management | 12 | 12 | 0.02% | 1.19% | 1.78% | Q4 2020 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 6 | 6 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q4 2021 | 12 |
MACKAY SHIELDS LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Cavalier Investments, LLC | 12 | 12 | 0.68% | 2.20% | 4.35% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Orion Portfolio Solutions, LLC | 10 | 2 | 0.01% | 0.04% | 0.12% | Q1 2020 | Q3 2023 | 12 |
JANE STREET GROUP, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 12 |
Fiduciary Group LLC | 11 | 11 | 0.03% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 11 | 0.06% | 0.11% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Prospera Financial Services Inc | 10 | 1 | 0.01% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 11 |
RPG Investment Advisory, LLC | 11 | 11 | 0.03% | 0.06% | 0.08% | Q2 2019 | Q4 2021 | 11 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.06% | 0.16% | 0.23% | Q4 2020 | Q3 2023 | 11 |
V Wealth Advisors LLC | 11 | 11 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q2 2023 | 11 |
MONTAG A & ASSOCIATES INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Executive Wealth Management, LLC | 7 | 4 | 0.08% | 0.21% | 0.46% | Q1 2019 | Q4 2021 | 11 |
Versant Capital Management, Inc | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2023 | 11 |
BNP PARIBAS FINANCIAL MARKETS | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 11 |
US BANCORP \DE\ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
ATTICUS WEALTH MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Colonial River Wealth Management, LLC | 8 | 3 | 0.34% | 0.87% | 2.00% | Q4 2020 | Q3 2023 | 11 |
GOFEN & GLOSSBERG LLC /IL/ | 10 | 1 | 0.01% | 0.06% | 0.10% | Q4 2019 | Q4 2022 | 11 |
Northstar Advisory Group, LLC | 8 | 3 | 0.16% | 0.24% | 0.31% | Q4 2020 | Q3 2023 | 11 |
USCA RIA LLC | 11 | 11 | 0.03% | 0.09% | 0.15% | Q4 2018 | Q2 2021 | 11 |
Prime Capital Investment Advisors, LLC | 7 | 4 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 11 | 0.06% | 0.16% | 0.37% | Q1 2021 | Q3 2023 | 11 |
HAP Trading, LLC | 5 | 5 | 0.00% | 0.00% | 0.03% | Q1 2022 | Q1 2023 | 10 |
Edmonds Duncan Registered Investment Advisors, LLC | 10 | 10 | 0.45% | 0.55% | 0.66% | Q2 2021 | Q3 2023 | 10 |
Jaffetilchin Investment Partners, LLC | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
QP WEALTH MANAGEMENT, LLC | 10 | 10 | 0.28% | 0.44% | 0.77% | Q2 2021 | Q3 2023 | 10 |
CAROLINAS WEALTH CONSULTING LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Ford Financial Group, LLC | 10 | 10 | 0.14% | 0.38% | 0.53% | Q3 2020 | Q4 2022 | 10 |
Tennessee Valley Asset Management Partners | 10 | 10 | 0.00% | 0.22% | 0.46% | Q2 2021 | Q3 2023 | 10 |
Patten Group, Inc. | 10 | 10 | 0.05% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
HBW ADVISORY SERVICES LLC | 10 | 10 | 0.24% | 0.69% | 1.03% | Q2 2021 | Q3 2023 | 10 |
Eudaimonia Partners, LLC | 5 | 5 | 0.01% | 0.07% | 0.13% | Q1 2020 | Q3 2023 | 10 |
SIGNET FINANCIAL MANAGEMENT, LLC | 10 | 10 | 0.03% | 0.04% | 0.09% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.11% | 0.21% | 0.28% | Q1 2021 | Q3 2023 | 10 |
BANK OF MONTREAL /CAN/ | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.01% | 0.06% | 0.14% | Q4 2020 | Q1 2023 | 10 |
Sheaff Brock Investment Advisors, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Spire Wealth Management | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.02% | 0.12% | Q4 2018 | Q3 2023 | 9 |
Capital Market Strategies LLC | 9 | 9 | 0.46% | 0.65% | 1.14% | Q4 2021 | Q4 2023 | 9 |
AJ WEALTH STRATEGIES, LLC | 7 | 2 | 0.03% | 0.13% | 0.28% | Q3 2019 | Q3 2022 | 9 |
Advisory Alpha, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
WealthPLAN Partners, LLC | 7 | 2 | 0.00% | 0.04% | 0.07% | Q3 2020 | Q2 2023 | 9 |
MBA Advisors LLC | 9 | 9 | 0.12% | 0.16% | 0.25% | Q1 2021 | Q1 2023 | 9 |
CreativeOne Wealth, LLC | 9 | 9 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Foundations Investment Advisors, LLC | 9 | 9 | 0.02% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Equitable Holdings, Inc. | 9 | 9 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
FinTrust Capital Advisors, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Global Retirement Partners, LLC | 7 | 2 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Claraphi Advisory Network, LLC | 8 | 1 | 0.00% | 0.47% | 0.85% | Q1 2020 | Q4 2022 | 9 |
Cresset Asset Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Avior Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 9 |
Financial Advocates Investment Management | 9 | 9 | 0.04% | 0.07% | 0.12% | Q3 2021 | Q3 2023 | 9 |
David J Yvars Group | 9 | 9 | 0.15% | 0.19% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Winslow, Evans & Crocker, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2020 | 9 |
OLD MISSION CAPITAL LLC | 8 | 1 | 0.01% | 0.12% | 0.30% | Q1 2021 | Q3 2023 | 9 |
San Luis Wealth Advisors LLC | 9 | 9 | 0.10% | 0.27% | 0.63% | Q3 2021 | Q3 2023 | 9 |
Arkadios Wealth Advisors | 9 | 9 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q4 2021 | 9 |
Visionary Wealth Advisors | 8 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Highlander Capital Management, LLC | 5 | 4 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 9 |
RAYMOND JAMES TRUST N.A. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Kovack Advisors, Inc. | 9 | 9 | 0.04% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Blue Chip Partners, LLC | 8 | 8 | 0.04% | 0.46% | 1.35% | Q4 2021 | Q3 2023 | 8 |
IHT Wealth Management, LLC | 7 | 1 | 0.02% | 0.04% | 0.09% | Q2 2021 | Q3 2023 | 8 |
AMERIPRISE FINANCIAL INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
COOK WEALTH MANAGEMENT GROUP LLC | 8 | 8 | 11.66% | 31.39% | 39.99% | Q4 2021 | Q3 2023 | 8 |
NewSquare Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.10% | 0.23% | Q4 2021 | Q3 2023 | 8 |
TCI Wealth Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q1 2023 | 8 |
DEUTSCHE BANK AG\ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 8 |
Archer Investment Corp | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Diversified, LLC | 8 | 8 | 0.14% | 0.65% | 1.46% | Q4 2020 | Q3 2022 | 8 |
Hennion & Walsh Asset Management, Inc. | 5 | 3 | 0.01% | 0.07% | 0.12% | Q2 2021 | Q3 2023 | 8 |
MATRIX PRIVATE CAPITAL GROUP LLC | 8 | 8 | 0.03% | 0.06% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Bensler, LLC | 8 | 8 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Keystone Financial Group | 6 | 2 | 0.05% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 8 |
Arete Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.20% | 0.34% | Q3 2021 | Q2 2023 | 8 |
Dynamic Advisor Solutions LLC | 7 | 1 | 0.07% | 0.25% | 0.88% | Q1 2020 | Q3 2023 | 8 |
TRANSCEND CAPITAL ADVISORS, LLC | 8 | 8 | 0.02% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
First Allied Advisory Services, Inc. | 8 | 8 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q3 2020 | 8 |
Alterity Financial Group, LLC | 6 | 1 | 0.83% | 1.08% | 1.38% | Q1 2021 | Q3 2023 | 8 |
Kingsview Wealth Management, LLC | 5 | 1 | 0.02% | 0.07% | 0.13% | Q1 2020 | Q3 2023 | 8 |
Navis Wealth Advisors, LLC | 8 | 8 | 0.41% | 0.49% | 0.54% | Q4 2020 | Q3 2022 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.59% | 0.81% | 1.04% | Q4 2021 | Q3 2023 | 8 |
Bartlett & Co. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Relative Value Partners Group, LLC | 8 | 8 | 0.08% | 0.16% | 0.23% | Q1 2021 | Q4 2022 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Future Financial Wealth Managment LLC | 8 | 8 | 0.12% | 0.26% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Moors & Cabot, Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
FARMERS & MERCHANTS INVESTMENTS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Trexquant Investment LP | 5 | 1 | 0.01% | 0.03% | 0.09% | Q1 2020 | Q3 2023 | 8 |
Fluent Financial, LLC | 8 | 8 | 0.16% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Simplicity Solutions, LLC | 7 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q1 2023 | 8 |
KCM INVESTMENT ADVISORS LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Legacy Capital Wealth Partners, LLC | 6 | 2 | 0.50% | 1.29% | 3.63% | Q4 2020 | Q4 2022 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.29% | 0.50% | 0.79% | Q1 2021 | Q3 2023 | 8 |
COLONY GROUP LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 6 | 2 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q3 2021 | 8 |
Truadvice, LLC | 4 | 2 | 0.14% | 2.03% | 7.37% | Q3 2020 | Q3 2023 | 8 |
MAS Advisors LLC | 8 | 8 | 1.46% | 1.98% | 2.49% | Q4 2021 | Q3 2023 | 8 |
CIBC Private Wealth Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MJP ASSOCIATES INC /ADV | 7 | 7 | 0.47% | 0.65% | 0.83% | Q1 2022 | Q3 2023 | 7 |
Flaharty Asset Management, LLC | 7 | 7 | 0.04% | 0.27% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Brinker Capital Investments, LLC | 7 | 7 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q4 2022 | 7 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 7 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WESTWOOD HOLDINGS GROUP INC | 7 | 7 | 0.10% | 0.18% | 0.32% | Q1 2022 | Q3 2023 | 7 |
VERUS CAPITAL PARTNERS, LLC | 7 | 7 | 0.05% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
RETIREMENT GUYS FORMULA LLC | 7 | 7 | 0.17% | 0.36% | 0.96% | Q1 2022 | Q3 2023 | 7 |
Xcel Wealth Management, LLC | 7 | 7 | 0.06% | 0.24% | 0.30% | Q4 2021 | Q2 2023 | 7 |
Legacy Wealth Partners, Inc. | 7 | 7 | 0.19% | 0.22% | 0.26% | Q4 2019 | Q2 2021 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.01% | 0.04% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Asset Management Resources, LLC | 7 | 7 | 0.27% | 0.32% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Bryn Mawr Capital Management, LLC | 7 | 7 | 0.04% | 0.14% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Thrive Capital Management, LLC | 7 | 7 | 0.34% | 1.95% | 2.98% | Q1 2022 | Q3 2023 | 7 |
Lindbrook Capital, LLC | 7 | 7 | 0.00% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
D.A. DAVIDSON & CO. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Mathes Company, Inc. | 5 | 2 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 7 |
SIMPLEX TRADING, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
Ahrens Investment Partners LLC | 5 | 1 | 0.01% | 0.09% | 0.23% | Q4 2018 | Q1 2023 | 7 |
PSI Advisors, LLC | 7 | 7 | 0.00% | 0.67% | 2.06% | Q1 2022 | Q3 2023 | 7 |
EMC Capital Management | 7 | 7 | 0.00% | 0.02% | 0.13% | Q4 2021 | Q2 2023 | 7 |
Sanford Advisory Services, LLC | 7 | 7 | 0.06% | 0.11% | 0.14% | Q2 2021 | Q4 2022 | 7 |
TSFG, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Gemmer Asset Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 7 |
Good Life Advisors, LLC | 4 | 3 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q1 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 3.03% | 3.28% | 3.50% | Q1 2022 | Q3 2023 | 7 |
Covenant Asset Management, LLC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q2 2023 | 7 |
Rehmann Capital Advisory Group | 5 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2022 | 7 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.02% | 0.14% | Q2 2021 | Q1 2023 | 7 |
Aurora Private Wealth, Inc. | 7 | 7 | 0.08% | 0.21% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Legacy Wealth Planning, LLC | 7 | 7 | 0.26% | 0.32% | 0.37% | Q1 2021 | Q3 2022 | 7 |
Wealthfront Advisers LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Baker Avenue Asset Management, LP | 7 | 7 | 0.02% | 0.04% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Adero Partners, LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
FormulaFolio Investments, LLC | 7 | 7 | 0.00% | 0.15% | 0.28% | Q4 2019 | Q2 2021 | 7 |
Csenge Advisory Group | 5 | 2 | 0.02% | 0.04% | 0.09% | Q1 2020 | Q2 2022 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q4 2022 | 7 |
Financial Enhancement Group LLC | 7 | 7 | 0.12% | 0.16% | 0.21% | Q1 2019 | Q3 2020 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.05% | 0.11% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.07% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
GOLDMAN SACHS GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Biltmore Family Office, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 6 |
Ellis Investment Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Miracle Mile Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
ADVISORS MANAGEMENT GROUP INC /ADV | 6 | 6 | 0.17% | 0.18% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Horan Securities, Inc. | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.08% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
SYM FINANCIAL Corp | 6 | 6 | 0.10% | 0.18% | 0.25% | Q4 2018 | Q1 2020 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.04% | 0.06% | Q1 2021 | Q2 2022 | 6 |
&PARTNERS | 6 | 6 | 0.09% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
WealthShield Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bruderman Asset Management, LLC | 5 | 1 | 0.12% | 0.14% | 0.16% | Q1 2020 | Q3 2021 | 6 |
CREDIT SUISSE AG/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 6 |
Destiny Wealth Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 6 |
WCG Wealth Advisors LLC | 6 | 6 | 0.04% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.06% | 0.15% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Capital CS Group, LLC | 4 | 2 | 0.18% | 0.22% | 0.33% | Q1 2021 | Q1 2023 | 6 |
Bramshill Investments, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Bard Financial Services, Inc. | 6 | 6 | 0.04% | 0.07% | 0.11% | Q1 2022 | Q2 2023 | 6 |
Private Advisory Group LLC | 5 | 1 | 0.06% | 0.09% | 0.20% | Q2 2019 | Q2 2023 | 6 |
Summit Trail Advisors, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 6 |
Beacon Pointe Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
55I, LLC | 6 | 6 | 0.02% | 0.06% | 0.15% | Q1 2021 | Q2 2022 | 6 |
BTS Asset Management, Inc. | 6 | 6 | 0.07% | 0.85% | 3.00% | Q2 2021 | Q3 2022 | 6 |
Johnson Midwest Financial, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Apollon Wealth Management, LLC | 4 | 2 | 0.02% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 6 |
FIRST MANHATTAN CO. LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
SOA Wealth Advisors, LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Chicago Partners Investment Group LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 6 |
CIBC WORLD MARKET INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
XML Financial, LLC | 6 | 6 | 0.05% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.03% | 0.10% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Advisors Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Advisor Group, Inc. | 5 | 5 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q4 2019 | 5 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 5 | 0.03% | 0.07% | 0.09% | Q3 2021 | Q3 2022 | 5 |
WASHINGTON TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 5 |
Hamilton Wealth, LLC | 3 | 1 | 0.11% | 0.48% | 1.85% | Q1 2022 | Q3 2023 | 5 |
Atria Investments, Inc | 5 | 5 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q4 2019 | 5 |
Trinity Legacy Partners, LLC | 5 | 5 | 0.20% | 0.32% | 0.42% | Q2 2021 | Q2 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q3 2022 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 5 |
MONTCHANIN ASSET MANAGEMENT, LLC | 5 | 5 | 2.90% | 3.08% | 3.32% | Q2 2022 | Q2 2023 | 5 |
Blue Trust, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
PATTEN & PATTEN INC/TN | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
ELCO Management Co., LLC | 5 | 5 | 0.23% | 0.32% | 0.42% | Q3 2022 | Q3 2023 | 5 |
CAMBRIDGE TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Endowment Wealth Management, Inc. | 5 | 5 | 0.24% | 0.38% | 0.45% | Q4 2021 | Q4 2022 | 5 |
Financial Services Advisory Inc | 5 | 5 | 0.15% | 0.27% | 0.42% | Q2 2020 | Q2 2021 | 5 |
Eagle Strategies LLC | 4 | 1 | 0.12% | 0.18% | 0.26% | Q2 2022 | Q3 2023 | 5 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 |
Busey Bank | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q3 2020 | 5 |
DUNCKER STREETT & CO INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Tranquility Partners, LLC | 5 | 5 | 0.10% | 0.13% | 0.15% | Q3 2021 | Q3 2022 | 5 |
Allworth Financial LP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Castleview Partners, LLC | 4 | 1 | 0.00% | 0.04% | 0.16% | Q2 2021 | Q2 2023 | 5 |
REGIONS FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Harborview Advisors, LLC | 4 | 1 | 0.12% | 0.14% | 0.16% | Q4 2019 | Q3 2021 | 5 |
U.S. Capital Wealth Advisors, LLC | 5 | 5 | 0.03% | 0.07% | 0.08% | Q3 2021 | Q3 2022 | 5 |
McAdam, LLC | 3 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Bison Wealth, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Signature Wealth Management Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3 | 1 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q2 2023 | 4 |
Koshinski Asset Management, Inc. | 4 | 4 | 0.00% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Princeton Global Asset Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Richard P Slaughter Associates Inc | 4 | 4 | 0.60% | 1.13% | 1.70% | Q1 2023 | Q4 2023 | 4 |
Capital Advisory Group Advisory Services, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 4 |
Leucadia National | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 1.72% | 1.82% | 1.90% | Q4 2022 | Q3 2023 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 4 | 4 | 0.01% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Wealthspire Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.16% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Advisors Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.05% | 0.08% | Q4 2021 | Q4 2022 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.36% | 0.55% | 0.81% | Q1 2023 | Q4 2023 | 4 |
Mayflower Financial Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.17% | 0.20% | 0.22% | Q4 2020 | Q3 2021 | 4 |
Core Wealth Advisors, Inc. | 4 | 4 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q4 2021 | 4 |
MILESTONE ASSET MANAGEMENT, LLC | 4 | 4 | 0.17% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 4 | 4 | 1.47% | 2.00% | 2.35% | Q4 2019 | Q3 2020 | 4 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q1 2022 | Q2 2023 | 4 |
F3Logic, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Sound Income Strategies, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
BARCLAYS PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Key FInancial Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
RBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2022 | 4 |
Curtis Advisory Group, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GODSEY & GIBB, INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Claro Advisors LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Private Ocean, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 4 |
Ameritas Investment Partners, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Ironsides Asset Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q4 2021 | 4 |
Alberta Investment Management Corp | 4 | 4 | 0.05% | 0.09% | 0.14% | Q1 2021 | Q4 2021 | 4 |
COWA, LLC | 3 | 1 | 0.01% | 0.13% | 0.23% | Q3 2021 | Q3 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Lokken Investment Group LLC | 4 | 4 | 0.83% | 0.88% | 0.94% | Q4 2022 | Q3 2023 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
American Financial Network Advisory Services LLC | 4 | 4 | 0.85% | 1.43% | 1.67% | Q4 2018 | Q3 2019 | 4 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 4 | 4 | 1.00% | 1.90% | 2.83% | Q4 2022 | Q3 2023 | 4 |
Apella Capital, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
CHELSEA COUNSEL CO | 4 | 4 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Hanlon Investment Management, Inc. | 4 | 4 | 0.42% | 0.62% | 0.78% | Q1 2019 | Q4 2019 | 4 |
Herold Advisors, Inc. | 4 | 4 | 0.10% | 0.16% | 0.20% | Q3 2021 | Q2 2022 | 4 |
Cottage Street Advisors LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q1 2020 | 4 |
HUNTINGTON NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Nachman Norwood & Parrott, Inc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
SeaCrest Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
UNIQUE WEALTH, LLC | 4 | 4 | 2.92% | 3.06% | 3.19% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Berger Financial Group, Inc | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
VAN DEN BERG MANAGEMENT I, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.21% | 0.24% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Columbus Macro, LLC | 3 | 3 | 0.10% | 0.27% | 0.38% | Q4 2019 | Q2 2020 | 3 |
Asset Allocation Strategies LLC | 2 | 1 | 0.08% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Advisor OS, LLC | 3 | 3 | 0.15% | 0.29% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Crescent Grove Advisors, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Darwin Wealth Management, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q4 2020 | 3 |
NOVARE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
TCG Advisory Services, LLC | 3 | 3 | 0.09% | 0.31% | 0.57% | Q1 2023 | Q3 2023 | 3 |
Intrua Financial, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
CANTOR FITZGERALD, L. P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2 | 1 | 0.15% | 0.18% | 0.20% | Q3 2021 | Q1 2023 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
SWMG, LLC | 3 | 3 | 0.28% | 0.31% | 0.33% | Q3 2022 | Q1 2023 | 3 |
WFA of San Diego, LLC | 1 | 1 | 0.01% | 0.05% | 0.07% | Q4 2021 | Q4 2022 | 3 |
Wagner Wealth Management, LLC | 3 | 3 | 0.11% | 0.13% | 0.15% | Q2 2021 | Q4 2021 | 3 |
Institute for Wealth Management, LLC. | 3 | 3 | 0.53% | 0.54% | 0.55% | Q1 2023 | Q3 2023 | 3 |
Redhawk Wealth Advisors, Inc. | 2 | 1 | 0.65% | 0.73% | 0.86% | Q3 2019 | Q4 2021 | 3 |
HOWARD FINANCIAL SERVICES, LTD. | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q3 2022 | 3 |
EVEXIA WEALTH LLC | 3 | 3 | 0.15% | 0.20% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Premia Global Advisors, LLC | 3 | 3 | 0.10% | 1.32% | 1.94% | Q1 2019 | Q3 2019 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q3 2023 | 3 |
CENTRAL TRUST Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Jefferies Group LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
AlphaStar Capital Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Advisor Resource Council | 1 | 1 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q2 2022 | 3 |
First Capital Advisors Group, LLC. | 2 | 1 | 0.01% | 0.06% | 0.13% | Q3 2022 | Q2 2023 | 3 |
Balboa Wealth Partners | 3 | 3 | 0.07% | 0.09% | 0.09% | Q3 2022 | Q1 2023 | 3 |
MCDONALD PARTNERS LLC | 3 | 3 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
True Link Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Retirement Planning Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.21% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
StoneX Group Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Front Row Advisors LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Prosperity Wealth Management, Inc. | 3 | 3 | 0.31% | 0.53% | 0.85% | Q4 2022 | Q2 2023 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
AlphaCore Capital LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.34% | 0.43% | 0.49% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Opal Wealth Advisors, LLC | 3 | 3 | 0.10% | 0.29% | 0.39% | Q2 2022 | Q4 2022 | 3 |
WEALTHSOURCE PARTNERS, LLC | 3 | 3 | 0.10% | 0.24% | 0.33% | Q2 2019 | Q4 2019 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Parcion Private Wealth LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2019 | Q1 2020 | 2 |
Fermata Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FIRST COMMUNITY TRUST NA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Vertex Planning Partners, LLC | 2 | 2 | 0.06% | 0.10% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Raleigh Capital Management Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2 | 2 | 0.15% | 2.28% | 4.40% | Q2 2023 | Q3 2023 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Strategies Wealth Advisors, LLC | 1 | 1 | 0.23% | 0.26% | 0.29% | Q2 2022 | Q4 2022 | 2 |
ROMAN BUTLER FULLERTON & CO | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Avidian Wealth Solutions, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q1 2023 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
HOEY INVESTMENTS, INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 2 |
Clearview Wealth Advisors LLC | 2 | 2 | 0.23% | 0.26% | 0.28% | Q3 2021 | Q4 2021 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q2 2023 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Smith Anglin Financial, LLC | 2 | 2 | 0.04% | 0.07% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
TFC Financial Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Smart Portfolios, LLC | 2 | 2 | 0.60% | 0.62% | 0.63% | Q2 2023 | Q3 2023 | 2 |
Triumph Capital Management | 1 | 1 | 0.22% | 0.54% | 0.85% | Q1 2023 | Q3 2023 | 2 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Bell Rock Capital LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2018 | Q1 2019 | 2 |
Caption Management, LLC | 1 | 1 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 2 |
ASHFORD CAPITAL MANAGEMENT INC | 2 | 2 | 0.18% | 0.28% | 0.38% | Q2 2022 | Q3 2022 | 2 |
Your Advocates Ltd., LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Hurlow Wealth Management Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TLWM | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
Perennial Investment Advisors, LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q1 2023 | Q2 2023 | 2 |
CAPITAL PERFORMANCE ADVISORS LLP | 2 | 2 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Atlantic Union Bankshares Corp | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q3 2022 | 2 |
CHASE INVESTMENT COUNSEL CORP | 2 | 2 | 0.35% | 0.43% | 0.51% | Q2 2023 | Q3 2023 | 2 |
Semus Wealth Partners LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Gratus Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
All Season Financial Advisors, Inc. | 2 | 2 | 0.29% | 0.32% | 0.34% | Q2 2022 | Q3 2022 | 2 |
JD Financial Services Inc. | 2 | 2 | 0.23% | 0.25% | 0.27% | Q3 2021 | Q4 2021 | 2 |
Navalign, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.47% | 0.69% | 0.92% | Q4 2021 | Q1 2022 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Kaizen Financial Strategies | 2 | 2 | 0.16% | 0.18% | 0.21% | Q2 2023 | Q3 2023 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
DCM Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Plan Group Financial, LLC | 2 | 2 | 0.15% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Simplicity Wealth,LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2023 | Q1 2023 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
C2C Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HBC Financial Services, PLLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
SHELTON CAPITAL MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Retirement Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
KLK CAPITAL MANAGEMENT LLC | 1 | 1 | 2.96% | 2.96% | 2.96% | Q2 2021 | Q2 2021 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
VIVID FINANCIAL MANAGEMENT, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gainplan LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Pasadena Private Wealth, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2021 | Q3 2021 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Prism Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Activest Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Noven Financial Group, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ARQ WEALTH ADVISORS, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
3EDGE Asset Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Daiwa Securities Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Caerus Investment Advisors, LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ELEVATUS WELATH MANAGEMENT | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Jupiter Wealth Management LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TriaGen Wealth Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Garden State Investment Advisory Services LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Lifeworks Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own GLOBAL X FDS or have owned GLOBAL X FDS in the past.