Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 41 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 37 |
UBS Group AG | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 31 |
Capital Advisors, Ltd. LLC | 27 | 27 | 0.01% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 27 |
BANK OF AMERICA CORP /DE/ | 27 | 27 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 27 |
ROYAL BANK OF CANADA | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
LPL Financial LLC | 24 | 1 | 0.00% | 0.04% | 0.13% | Q2 2017 | Q3 2023 | 25 |
Cutler Group LLC / CA | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 25 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 25 |
MORGAN STANLEY | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 24 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 23 | 23 | 0.00% | 0.03% | 0.13% | Q1 2018 | Q3 2023 | 23 |
STIFEL FINANCIAL CORP | 14 | 8 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 22 |
PRUDENTIAL PLC | 22 | 22 | 0.01% | 0.04% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Wealthcare Advisory Partners LLC | 11 | 11 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 22 |
Sound Income Strategies, LLC | 12 | 10 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
CX Institutional | 22 | 22 | 0.01% | 0.08% | 0.20% | Q2 2018 | Q3 2023 | 22 |
MEITAV INVESTMENT HOUSE LTD | 13 | 8 | 0.01% | 0.15% | 0.85% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.24% | Q3 2018 | Q3 2023 | 21 |
WELLS FARGO & COMPANY/MN | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 19 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
RiverFront Investment Group, LLC | 14 | 5 | 0.01% | 0.74% | 1.69% | Q4 2018 | Q3 2023 | 19 |
AMERIPRISE FINANCIAL INC | 12 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Janney Montgomery Scott LLC | 14 | 5 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 19 |
Raymond James Financial Services Advisors, Inc. | 19 | 19 | 0.00% | 0.05% | 0.11% | Q1 2019 | Q3 2023 | 19 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.06% | 0.15% | Q2 2019 | Q3 2023 | 18 |
CITIGROUP INC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.02% | 0.05% | 0.12% | Q1 2019 | Q3 2023 | 18 |
Stratos Wealth Partners, LTD. | 16 | 1 | 0.00% | 0.10% | 0.30% | Q1 2018 | Q3 2023 | 18 |
SIGNATUREFD, LLC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Geneos Wealth Management Inc. | 12 | 5 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 17 |
HighTower Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.09% | 0.24% | 0.34% | Q4 2019 | Q3 2023 | 16 |
American Portfolios Advisors | 16 | 16 | 0.00% | 0.04% | 0.14% | Q4 2018 | Q3 2022 | 16 |
Koshinski Asset Management, Inc. | 14 | 1 | 0.04% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 15 |
Walleye Trading LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 15 |
Cambridge Investment Research Advisors, Inc. | 10 | 5 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 15 |
Hudock, Inc. | 10 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 15 |
EVOKE WEALTH, LLC | 15 | 15 | 0.01% | 0.49% | 1.11% | Q1 2020 | Q3 2023 | 15 |
MML INVESTORS SERVICES, LLC | 12 | 3 | 0.00% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 15 |
Mariner, LLC | 15 | 15 | 0.00% | 0.09% | 0.15% | Q1 2020 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
FMR LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Cornerstone Wealth Management, LLC | 10 | 2 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 15 |
GOLDMAN SACHS GROUP INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
JPMORGAN CHASE & CO | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Private Advisor Group, LLC | 14 | 14 | 0.00% | 0.09% | 0.17% | Q2 2020 | Q3 2023 | 14 |
TRUSTCORE FINANCIAL SERVICES, LLC | 9 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 14 |
Lido Advisors, LLC | 10 | 10 | 0.00% | 0.02% | 0.08% | Q2 2021 | Q3 2023 | 14 |
Strategic Advisors LLC | 14 | 14 | 0.20% | 0.30% | 0.43% | Q2 2020 | Q3 2023 | 14 |
WEDBUSH SECURITIES INC | 11 | 3 | 0.02% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 14 |
Mirae Asset Global Investments Co., Ltd. | 10 | 1 | 0.00% | 0.02% | 0.13% | Q2 2018 | Q3 2023 | 13 |
Evolution Wealth Advisors, LLC | 13 | 13 | 2.39% | 4.50% | 5.42% | Q3 2020 | Q3 2023 | 13 |
D'Orazio & Associates, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
BLAIR WILLIAM & CO/IL | 13 | 13 | 0.00% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
NOMURA ASSET MANAGEMENT CO LTD | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Equitable Holdings, Inc. | 13 | 13 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Pinnacle Advisory Group, Inc. | 13 | 13 | 0.07% | 1.38% | 2.43% | Q1 2018 | Q1 2021 | 13 |
Avidian Wealth Solutions, LLC | 12 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
CIBC WORLD MARKET INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Clarus Group, Inc. | 12 | 12 | 4.70% | 5.23% | 6.36% | Q4 2020 | Q3 2023 | 12 |
BANK HAPOALIM BM | 12 | 12 | 0.14% | 0.85% | 2.10% | Q4 2020 | Q3 2023 | 12 |
Advisors Capital Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
NTV ASSET MANAGEMENT LLC | 12 | 12 | 0.43% | 0.53% | 0.66% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.14% | 0.28% | Q1 2018 | Q3 2023 | 12 |
Systelligence, LLC | 12 | 12 | 0.41% | 1.38% | 1.82% | Q1 2021 | Q4 2023 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 12 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.01% | 0.09% | Q4 2020 | Q3 2023 | 12 |
COOKSON PEIRCE & CO INC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.02% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
CULLEN/FROST BANKERS, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PARK AVENUE SECURITIES LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 12 | 0.00% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Advisors LLC | 12 | 12 | 0.20% | 0.29% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisors LLC | 11 | 1 | 0.00% | 0.14% | 0.24% | Q1 2019 | Q3 2023 | 12 |
MAI Capital Management | 12 | 12 | 0.11% | 0.21% | 0.47% | Q4 2020 | Q3 2023 | 12 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 12 | 12 | 0.01% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Frisch Financial Group, Inc. | 12 | 12 | 1.75% | 2.04% | 2.67% | Q4 2020 | Q3 2023 | 12 |
Sigma Planning Corp | 12 | 12 | 0.01% | 0.06% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Capital Investment Advisory Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Financial Advocates Investment Management | 12 | 12 | 0.21% | 0.28% | 0.43% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.02% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Ausdal Financial Partners, Inc. | 12 | 12 | 0.05% | 0.20% | 0.28% | Q4 2020 | Q3 2023 | 12 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 2 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q3 2022 | 12 |
Cetera Advisor Networks LLC | 11 | 1 | 0.01% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 12 |
Paragon Wealth Strategies, LLC | 6 | 6 | 0.12% | 3.66% | 6.24% | Q4 2020 | Q4 2023 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.07% | 0.15% | 0.22% | Q4 2020 | Q3 2023 | 12 |
DAVENPORT & Co LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
MGO ONE SEVEN LLC | 11 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 12 |
IHT Wealth Management, LLC | 11 | 11 | 0.18% | 0.33% | 0.60% | Q1 2021 | Q3 2023 | 11 |
MFA WEALTH ADVISORS, LLC | 11 | 11 | 3.08% | 3.61% | 4.35% | Q1 2021 | Q3 2023 | 11 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.10% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 11 |
MONTAG A & ASSOCIATES INC | 11 | 11 | 0.00% | 0.08% | 0.39% | Q1 2021 | Q3 2023 | 11 |
US BANCORP \DE\ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Hexagon Capital Partners LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Sowell Financial Services LLC | 8 | 3 | 0.00% | 0.09% | 0.18% | Q3 2018 | Q2 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.09% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Cetera Investment Advisers | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 11 |
RAYMOND JAMES TRUST N.A. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 11 | 0.57% | 0.70% | 0.87% | Q1 2021 | Q3 2023 | 11 |
Retirement Group, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Harel Insurance Investments & Financial Services Ltd. | 9 | 2 | 0.00% | 2.52% | 5.30% | Q3 2020 | Q3 2023 | 11 |
Ellis Investment Partners, LLC | 11 | 11 | 0.00% | 0.10% | 0.17% | Q1 2021 | Q3 2023 | 11 |
CENTAURUS FINANCIAL, INC. | 11 | 11 | 0.03% | 0.06% | 0.15% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Ancora Advisors LLC | 11 | 11 | 0.00% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
WHITTIER TRUST CO OF NEVADA INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Lindbrook Capital, LLC | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Vestmark Advisory Solutions, Inc. | 9 | 2 | 0.02% | 0.09% | 0.50% | Q2 2020 | Q3 2023 | 11 |
NVWM, LLC | 11 | 11 | 0.21% | 0.46% | 0.81% | Q1 2021 | Q3 2023 | 11 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 11 | 11 | 0.23% | 0.28% | 0.33% | Q1 2021 | Q3 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
WBH ADVISORY INC | 8 | 3 | 0.04% | 0.14% | 0.35% | Q4 2020 | Q3 2023 | 11 |
Avondale Wealth Management | 11 | 11 | 0.35% | 0.56% | 0.78% | Q1 2021 | Q3 2023 | 11 |
American Institute for Advanced Investment Management, LLP | 11 | 11 | 0.78% | 1.08% | 1.30% | Q1 2021 | Q3 2023 | 11 |
Caprock Group, LLC | 11 | 11 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Meridian Wealth Management, LLC | 11 | 11 | 0.04% | 0.15% | 0.21% | Q1 2021 | Q3 2023 | 11 |
GREAT VALLEY ADVISOR GROUP, INC. | 11 | 11 | 0.12% | 0.64% | 1.06% | Q1 2021 | Q3 2023 | 11 |
WHITTIER TRUST CO | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
Insight Advisors, LLC/ PA | 11 | 11 | 0.13% | 0.17% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Stratos Wealth Advisors, LLC | 11 | 11 | 0.14% | 0.18% | 0.25% | Q1 2021 | Q3 2023 | 11 |
OPPENHEIMER & CO INC | 11 | 11 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Riggs Asset Managment Co. Inc. | 11 | 11 | 2.65% | 3.68% | 4.80% | Q1 2021 | Q3 2023 | 11 |
Accel Wealth Management | 11 | 11 | 0.01% | 0.22% | 0.32% | Q1 2021 | Q3 2023 | 11 |
Advisory Services Network, LLC | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Acorn Wealth Advisors, LLC | 11 | 11 | 0.21% | 0.57% | 1.18% | Q1 2021 | Q3 2023 | 11 |
SG Americas Securities, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
SUMMIT FINANCIAL GROUP, INC. | 11 | 11 | 0.17% | 0.35% | 0.53% | Q1 2021 | Q3 2023 | 11 |
CAROLINAS WEALTH CONSULTING LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 11 |
ARS Investment Partners, LLC | 11 | 11 | 0.13% | 0.19% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Kingsview Wealth Management, LLC | 6 | 5 | 0.02% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 11 |
Baird Financial Group, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Perigon Wealth Management, LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q3 2011 | Q3 2023 | 11 |
Powell Investment Advisors, LLC | 11 | 11 | 1.13% | 1.57% | 1.91% | Q1 2021 | Q3 2023 | 11 |
New England Private Wealth Advisors LLC | 11 | 11 | 0.22% | 1.06% | 1.34% | Q1 2021 | Q3 2023 | 11 |
Gladstone Institutional Advisory LLC | 11 | 11 | 0.02% | 0.13% | 0.48% | Q1 2021 | Q3 2023 | 11 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 11 | 11 | 1.23% | 1.69% | 2.82% | Q1 2021 | Q3 2023 | 11 |
Csenge Advisory Group | 11 | 11 | 0.04% | 0.09% | 0.18% | Q1 2021 | Q3 2023 | 11 |
WOLVERINE TRADING, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 11 |
DB Wealth Management Group, LLC | 11 | 11 | 0.07% | 0.73% | 1.34% | Q1 2021 | Q3 2023 | 11 |
FIRST MANHATTAN CO. LLC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Fort Point Capital Partners LLC | 11 | 11 | 0.10% | 0.16% | 0.20% | Q1 2021 | Q3 2023 | 11 |
COLONY GROUP LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Front Row Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
B. Riley Wealth Advisors, Inc. | 11 | 11 | 0.02% | 0.12% | 0.16% | Q1 2021 | Q3 2023 | 11 |
M&R CAPITAL MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 10 |
Ameraudi Asset Management, Inc. | 10 | 10 | 2.31% | 3.14% | 3.94% | Q2 2021 | Q3 2023 | 10 |
Vestcor Inc | 10 | 10 | 0.02% | 0.21% | 0.90% | Q2 2021 | Q3 2023 | 10 |
WEALTH ADVISORS, INC. | 9 | 9 | 0.02% | 0.23% | 0.38% | Q3 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.02% | 0.10% | 0.16% | Q2 2021 | Q3 2023 | 10 |
ADVISORS MANAGEMENT GROUP INC /ADV | 10 | 10 | 0.08% | 0.12% | 0.14% | Q2 2021 | Q3 2023 | 10 |
SEAVIEW INVESTMENT MANAGERS LLC | 10 | 10 | 0.28% | 0.64% | 1.08% | Q2 2021 | Q3 2023 | 10 |
Edge Capital Group, LLC | 10 | 10 | 0.01% | 1.16% | 2.95% | Q1 2021 | Q2 2023 | 10 |
Conservest Capital Advisors, Inc. | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Global Retirement Partners, LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
PFG Advisors | 10 | 10 | 0.03% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Western Wealth Management, LLC | 8 | 2 | 0.10% | 0.13% | 0.19% | Q1 2021 | Q3 2023 | 10 |
Providence First Trust Co | 10 | 10 | 0.40% | 0.45% | 0.51% | Q2 2021 | Q3 2023 | 10 |
HSBC HOLDINGS PLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Gerber Kawasaki Wealth & Investment Management | 10 | 10 | 0.08% | 0.29% | 0.44% | Q2 2021 | Q3 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q1 2023 | 10 |
GPS Wealth Strategies Group, LLC | 10 | 10 | 0.06% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Joel Isaacson & Co., LLC | 10 | 10 | 0.02% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
GLENMEDE TRUST CO NA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Laidlaw Wealth Management LLC | 10 | 10 | 0.11% | 0.13% | 0.18% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.06% | 0.09% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Destiny Wealth Partners, LLC | 9 | 1 | 0.03% | 0.78% | 2.14% | Q4 2020 | Q3 2023 | 10 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 10 | 10 | 0.01% | 0.20% | 0.35% | Q2 2021 | Q3 2023 | 10 |
STEPHENS INC /AR/ | 10 | 10 | 0.00% | 0.03% | 0.09% | Q2 2021 | Q3 2023 | 10 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 10 | 10 | 0.06% | 0.27% | 0.61% | Q2 2021 | Q3 2023 | 10 |
Jackson, Grant Investment Advisers, Inc. | 10 | 10 | 0.00% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Claro Advisors LLC | 10 | 10 | 0.12% | 0.15% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Carmichael Hill & Associates, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
D.A. DAVIDSON & CO. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FAS Wealth Partners, Inc. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Snowden Capital Advisors LLC | 8 | 1 | 0.00% | 0.08% | 0.15% | Q3 2019 | Q3 2023 | 10 |
LINCOLN NATIONAL CORP | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
BANK OF MONTREAL /CAN/ | 8 | 2 | 0.00% | 0.03% | 0.15% | Q1 2021 | Q3 2023 | 10 |
Essex Financial Services, Inc. | 10 | 10 | 0.07% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
NewEdge Advisors, LLC | 10 | 10 | 0.01% | 0.03% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Brookstone Capital Management | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.10% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 10 |
GenTrust, LLC | 10 | 10 | 1.38% | 2.20% | 2.87% | Q2 2021 | Q3 2023 | 10 |
Winch Advisory Services, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
VAN ECK ASSOCIATES CORP | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FIFTH THIRD BANCORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Source Financial Advisors LLC | 7 | 3 | 0.07% | 0.37% | 0.64% | Q4 2020 | Q2 2023 | 10 |
Prestige Wealth Management Group LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Capital Asset Advisory Services LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
BNP PARIBAS FINANCIAL MARKETS | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Vishria Bird Financial Group, LLC | 10 | 10 | 4.17% | 5.31% | 6.38% | Q2 2021 | Q3 2023 | 10 |
AE Wealth Management LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Capital Analysts, LLC | 10 | 10 | 0.00% | 0.05% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Migdal Insurance & Financial Holdings Ltd. | 10 | 10 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q1 2023 | 10 |
HBW ADVISORY SERVICES LLC | 10 | 10 | 0.12% | 0.29% | 1.00% | Q2 2021 | Q3 2023 | 10 |
BELLEVUE ASSET MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PLANNING DIRECTIONS INC | 10 | 10 | 0.17% | 0.19% | 0.25% | Q2 2021 | Q3 2023 | 10 |
Pinnacle Wealth Management Group, Inc. | 10 | 10 | 0.54% | 1.28% | 1.65% | Q2 2021 | Q3 2023 | 10 |
Accuvest Global Advisors | 7 | 3 | 0.21% | 0.31% | 0.37% | Q2 2018 | Q1 2023 | 10 |
BARD ASSOCIATES INC | 10 | 10 | 0.07% | 0.17% | 0.28% | Q2 2021 | Q3 2023 | 10 |
WADE G W & INC | 10 | 10 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BigSur Wealth Management LLC | 10 | 10 | 0.16% | 0.19% | 0.23% | Q2 2021 | Q3 2023 | 10 |
GeoWealth Management, LLC | 9 | 1 | 0.05% | 0.13% | 0.23% | Q4 2020 | Q3 2023 | 10 |
AllSquare Wealth Management LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Catalyst Capital Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Johnson Midwest Financial, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Avitas Wealth Management LLC | 5 | 4 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 9 |
Purus Wealth Management, LLC | 9 | 9 | 0.18% | 0.22% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Sandy Spring Bank | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Grandview Asset Management LLC | 9 | 9 | 0.13% | 0.18% | 0.30% | Q3 2021 | Q3 2023 | 9 |
Bogart Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
HUNTINGTON NATIONAL BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Stamos Capital Partners, L.P. | 9 | 9 | 0.07% | 0.45% | 0.93% | Q3 2021 | Q3 2023 | 9 |
RMB Capital Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 9 | 9 | 0.79% | 0.95% | 1.12% | Q3 2021 | Q3 2023 | 9 |
TAP Consulting, LLC | 4 | 1 | 0.02% | 0.50% | 0.86% | Q1 2019 | Q3 2023 | 9 |
Creative Planning | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Tower Research Capital LLC (TRC) | 7 | 2 | 0.00% | 0.03% | 0.10% | Q1 2021 | Q3 2023 | 9 |
NORTHERN TRUST CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
TSFG, LLC | 9 | 9 | 0.00% | 0.03% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Hilltop Holdings Inc. | 7 | 2 | 0.04% | 0.20% | 0.45% | Q2 2020 | Q1 2023 | 9 |
Banque Cantonale Vaudoise | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Advisor Group, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Regal Investment Advisors LLC | 7 | 2 | 0.03% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 9 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 9 | 9 | 1.04% | 1.18% | 1.43% | Q3 2021 | Q3 2023 | 9 |
WOLFF WIESE MAGANA LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Sage Mountain Advisors LLC | 9 | 9 | 0.07% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 9 |
BANK OF NOVA SCOTIA | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
TimeScale Financial, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Addison Advisors LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Diversified, LLC | 9 | 9 | 0.13% | 1.11% | 6.98% | Q3 2021 | Q3 2023 | 9 |
Atria Investments, Inc | 9 | 9 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
PRUDENTIAL FINANCIAL INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
JAMES INVESTMENT RESEARCH INC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 0.64% | 0.74% | 0.92% | Q4 2021 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.35% | 0.65% | 0.87% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.04% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 0.39% | 1.33% | 2.69% | Q4 2021 | Q3 2023 | 8 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Circle Wealth Management, LLC | 8 | 8 | 0.02% | 0.10% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Thrive Capital Management, LLC | 8 | 8 | 0.88% | 1.01% | 1.24% | Q4 2021 | Q3 2023 | 8 |
CITIZENS FINANCIAL GROUP INC/RI | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Prospera Financial Services Inc | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Castle Rock Wealth Management, LLC | 8 | 8 | 0.25% | 0.32% | 0.41% | Q4 2021 | Q3 2023 | 8 |
360 Financial, Inc. | 8 | 8 | 3.46% | 4.52% | 5.91% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Core Wealth Advisors, Inc. | 8 | 8 | 0.07% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Millburn Ridgefield Corp | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
SOA Wealth Advisors, LLC. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 8 |
Simmons Bank | 8 | 8 | 0.07% | 0.15% | 0.22% | Q2 2021 | Q1 2023 | 8 |
DIVIDEND ASSETS CAPITAL, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WEALTHSPAN PARTNERS, LLC | 8 | 8 | 0.22% | 0.28% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Destination Wealth Management | 8 | 8 | 0.01% | 0.71% | 0.88% | Q4 2021 | Q3 2023 | 8 |
Bison Wealth, LLC | 6 | 2 | 0.00% | 0.07% | 0.24% | Q1 2021 | Q3 2023 | 8 |
Pacific Center for Financial Services | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.27% | 0.35% | 0.45% | Q4 2021 | Q3 2023 | 8 |
AlphaMark Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 1.03% | 1.40% | 1.85% | Q4 2021 | Q3 2023 | 8 |
SCOTIA CAPITAL INC. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
SIMPLEX TRADING, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8 | 8 | 0.05% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Silicon Hills Wealth Management, LLC | 8 | 8 | 0.18% | 0.63% | 1.07% | Q1 2021 | Q4 2022 | 8 |
CAPITAL INSIGHT PARTNERS, LLC | 5 | 1 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q4 2022 | 8 |
Wealthfront Advisers LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Portfolio Strategies, Inc. | 8 | 8 | 1.66% | 4.79% | 8.38% | Q4 2021 | Q3 2023 | 8 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 6 | 2 | 0.06% | 0.50% | 1.80% | Q4 2020 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.99% | 1.23% | 1.54% | Q4 2021 | Q3 2023 | 8 |
Triumph Capital Management | 8 | 8 | 0.10% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Key FInancial Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
One Capital Management, LLC | 8 | 8 | 0.01% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Autumn Glory Partners, LLC | 8 | 8 | 0.61% | 0.87% | 1.42% | Q4 2021 | Q3 2023 | 8 |
CONGRESS ASSET MANAGEMENT CO /MA | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 1.62% | 1.78% | 1.93% | Q4 2021 | Q3 2023 | 8 |
CVA Family Office, LLC | 8 | 8 | 0.03% | 0.23% | 0.28% | Q4 2021 | Q3 2023 | 8 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.09% | 0.21% | 0.58% | Q2 2021 | Q3 2023 | 8 |
Global Wealth Management Investment Advisory, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.02% | 0.08% | Q3 2021 | Q3 2023 | 8 |
Invesco Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.60% | 1.46% | 2.52% | Q4 2021 | Q3 2023 | 8 |
Parallel Advisors, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 8 | 8 | 0.47% | 1.78% | 2.62% | Q4 2021 | Q3 2023 | 8 |
SALEM INVESTMENT COUNSELORS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Great Diamond Partners, LLC | 7 | 7 | 0.07% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Jacobi Capital Management LLC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 7 |
Sequoia Financial Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Wellington Shields Capital Management, LLC | 5 | 2 | 0.08% | 0.23% | 0.34% | Q1 2021 | Q3 2023 | 7 |
Cribstone Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Madrona Financial Services, LLC | 7 | 7 | 0.56% | 2.60% | 3.34% | Q1 2022 | Q3 2023 | 7 |
Journey Advisory Group, LLC | 7 | 7 | 0.07% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
WT Wealth Management | 6 | 1 | 0.67% | 0.80% | 1.18% | Q1 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 7 |
CIBC Private Wealth Group, LLC | 7 | 7 | 0.00% | 0.06% | 0.17% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.32% | 0.35% | 0.38% | Q1 2022 | Q3 2023 | 7 |
Belpointe Asset Management LLC | 7 | 7 | 0.01% | 0.03% | 0.11% | Q3 2021 | Q1 2023 | 7 |
WealthBridge Capital Management, LLC | 7 | 7 | 0.18% | 0.22% | 0.27% | Q1 2022 | Q3 2023 | 7 |
TPB WEALTH ADVISORS | 7 | 7 | 0.16% | 1.78% | 2.68% | Q1 2021 | Q3 2022 | 7 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 7 | 7 | 0.16% | 0.21% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Provident Wealth Management, LLC | 7 | 7 | 0.49% | 1.02% | 1.41% | Q1 2021 | Q3 2022 | 7 |
Crewe Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Advocacy Wealth Management Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
M Holdings Securities, Inc. | 5 | 2 | 0.09% | 0.30% | 0.44% | Q1 2021 | Q1 2023 | 7 |
LAKE STREET PRIVATE WEALTH, LLC | 7 | 7 | 0.12% | 0.21% | 0.34% | Q3 2021 | Q1 2023 | 7 |
Pflug Koory, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.08% | 0.13% | 0.23% | Q3 2021 | Q3 2023 | 7 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Savior LLC | 7 | 7 | 0.15% | 2.88% | 3.75% | Q3 2021 | Q1 2023 | 7 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.02% | 0.09% | 0.17% | Q1 2021 | Q3 2023 | 7 |
Round Table Services, LLC | 7 | 7 | 0.15% | 2.83% | 3.96% | Q1 2021 | Q3 2022 | 7 |
Curi Wealth Management, LLC | 7 | 7 | 0.00% | 0.79% | 1.29% | Q4 2020 | Q2 2022 | 7 |
First Horizon Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 7 |
Jefferies Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BARCLAYS PLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 7 |
BESSEMER GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Wealthspire Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ProVise Management Group, LLC | 6 | 6 | 0.02% | 0.04% | 0.08% | Q1 2021 | Q2 2022 | 6 |
HB Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Advisor Resource Council | 4 | 2 | 0.07% | 0.19% | 0.38% | Q2 2021 | Q2 2023 | 6 |
Sandbox Financial Partners, LLC | 5 | 1 | 0.10% | 0.29% | 0.51% | Q1 2021 | Q2 2023 | 6 |
Sargent Bickham Lagudis LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
REDW Wealth LLC | 6 | 6 | 1.08% | 1.56% | 2.36% | Q2 2022 | Q3 2023 | 6 |
Lionsbridge Wealth Management LLC | 6 | 6 | 1.32% | 1.56% | 1.76% | Q1 2021 | Q2 2022 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.14% | 0.22% | Q1 2021 | Q2 2022 | 6 |
Marcum Wealth, LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q2 2022 | 6 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Icon Wealth Partners, LLC | 5 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q1 2023 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 0.34% | 0.39% | 0.44% | Q2 2022 | Q3 2023 | 6 |
Joseph P. Lucia & Associates, LLC | 6 | 6 | 0.03% | 0.15% | 0.27% | Q1 2021 | Q2 2022 | 6 |
Advisory Alpha, LLC | 4 | 1 | 0.00% | 0.12% | 0.19% | Q1 2020 | Q2 2022 | 6 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 2 | 0.02% | 0.05% | 0.09% | Q2 2021 | Q1 2023 | 6 |
FRG Family Wealth Advisors LLC | 4 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 6 |
Global Trust Asset Management, LLC | 4 | 2 | 0.00% | 0.03% | 0.10% | Q4 2021 | Q3 2023 | 6 |
SkyView Investment Advisors, LLC | 6 | 6 | 0.07% | 0.28% | 0.58% | Q1 2021 | Q2 2022 | 6 |
Consolidated Planning Corp | 6 | 6 | 0.38% | 0.42% | 0.45% | Q2 2022 | Q3 2023 | 6 |
KWB Wealth | 6 | 6 | 0.08% | 0.13% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 6 | 6 | 0.85% | 1.01% | 1.08% | Q2 2022 | Q3 2023 | 6 |
Symphony Financial, Ltd. Co. | 6 | 6 | 0.37% | 0.44% | 0.53% | Q1 2021 | Q2 2022 | 6 |
Northeast Financial Group, Inc. | 6 | 6 | 0.66% | 2.37% | 3.27% | Q4 2020 | Q1 2022 | 6 |
BAROMETER CAPITAL MANAGEMENT INC. | 4 | 2 | 0.09% | 0.23% | 0.31% | Q4 2021 | Q3 2023 | 6 |
Fieldpoint Private Securities, LLC | 6 | 6 | 0.16% | 0.16% | 0.18% | Q1 2021 | Q2 2022 | 6 |
SeaCrest Wealth Management, LLC | 5 | 1 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q2 2022 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 0.01% | 0.17% | 0.39% | Q2 2022 | Q3 2023 | 6 |
EXANE DERIVATIVES | 6 | 6 | 0.03% | 0.15% | 0.24% | Q1 2021 | Q2 2022 | 6 |
MGO Private Wealth, LLC | 5 | 5 | 0.81% | 1.51% | 2.08% | Q3 2022 | Q3 2023 | 5 |
Charter Oak Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Veracity Capital LLC | 5 | 5 | 0.11% | 0.14% | 0.17% | Q1 2021 | Q1 2022 | 5 |
HOWE & RUSLING INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
Pensionmark Financial Group, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q3 2022 | 5 |
MV CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Walkner Condon Financial Advisors LLC | 3 | 2 | 0.15% | 0.18% | 0.24% | Q1 2021 | Q2 2022 | 5 |
Bedel Financial Consulting, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Princeton Global Asset Management LLC | 4 | 1 | 0.01% | 0.03% | 0.13% | Q2 2021 | Q3 2023 | 5 |
United Asset Strategies, Inc. | 5 | 5 | 1.34% | 1.39% | 1.48% | Q4 2020 | Q4 2021 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Barnett & Company, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Cerity Partners LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
McCarthy Asset Management, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Perennial Investment Advisors, LLC | 5 | 5 | 0.28% | 0.53% | 0.77% | Q3 2022 | Q3 2023 | 5 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 5 | 5 | 0.04% | 0.35% | 0.86% | Q1 2021 | Q1 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.08% | 0.10% | 0.14% | Q4 2021 | Q4 2022 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Ameritas Investment Partners, Inc. | 5 | 5 | 0.01% | 0.06% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Carroll Financial Associates, Inc. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Compagnie Lombard Odier SCmA | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 5 |
Black Swift Group, LLC | 5 | 5 | 0.07% | 0.43% | 0.89% | Q1 2021 | Q1 2022 | 5 |
Marks Wealth, LLC | 5 | 5 | 2.33% | 4.94% | 8.28% | Q1 2021 | Q1 2022 | 5 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 5 | 5 | 0.41% | 0.56% | 0.66% | Q2 2022 | Q2 2023 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q2 2022 | 5 |
Good Life Advisors, LLC | 3 | 2 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 5 |
SVB WEALTH LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Occidental Asset Management, LLC | 5 | 5 | 0.17% | 0.36% | 0.49% | Q4 2020 | Q4 2021 | 5 |
FLOW TRADERS U.S. LLC | 3 | 2 | 0.03% | 0.14% | 0.36% | Q1 2021 | Q3 2022 | 5 |
EATON VANCE MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Dynamic Advisor Solutions LLC | 5 | 5 | 0.02% | 0.07% | 0.10% | Q4 2020 | Q4 2021 | 5 |
MEANS INVESTMENT CO., INC. | 3 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 5 |
Simplicity Wealth,LLC | 5 | 5 | 0.42% | 1.59% | 2.94% | Q3 2022 | Q3 2023 | 5 |
F3Logic, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Allianz Asset Management GmbH | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q2 2022 | 5 |
Bank of New York Mellon Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Community Bank, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
SFMG, LLC | 4 | 4 | 0.19% | 0.20% | 0.20% | Q2 2021 | Q1 2022 | 4 |
Altus Wealth Group LLC | 4 | 4 | 0.32% | 0.36% | 0.38% | Q4 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.11% | 0.14% | 0.16% | Q1 2023 | Q4 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.21% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Gradient Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.52% | 0.55% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Latitude Advisors, LLC | 3 | 1 | 0.07% | 0.10% | 0.17% | Q1 2021 | Q1 2022 | 4 |
First Capital Advisors Group, LLC. | 4 | 4 | 0.02% | 0.24% | 0.45% | Q4 2021 | Q3 2022 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q3 2021 | 4 |
LWM Advisory Services, LLC | 4 | 4 | 0.35% | 0.72% | 0.91% | Q4 2022 | Q3 2023 | 4 |
Key Client Fiduciary Advisors, LLC | 4 | 4 | 0.22% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
ACCESS FINANCIAL SERVICES, INC. | 4 | 4 | 0.31% | 0.32% | 0.34% | Q2 2021 | Q1 2022 | 4 |
Madison Asset Management, LLC | 3 | 1 | 0.01% | 0.06% | 0.12% | Q1 2021 | Q3 2022 | 4 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 4 |
CKW FINANCIAL GROUP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.05% | 0.09% | Q4 2021 | Q4 2022 | 4 |
CLEAR INVESTMENT RESEARCH, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CFS Investment Advisory Services, LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q4 2022 | 4 |
NEXT Financial Group, Inc | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Allworth Financial LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
SlateStone Wealth, LLC | 4 | 4 | 0.06% | 0.12% | 0.16% | Q2 2021 | Q1 2022 | 4 |
Cooper Financial Group | 4 | 4 | 0.06% | 0.09% | 0.13% | Q2 2021 | Q1 2022 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
GW HENSSLER & ASSOCIATES LTD | 4 | 4 | 0.88% | 1.10% | 1.20% | Q2 2021 | Q1 2022 | 4 |
AVALON CAPITAL MANAGEMENT | 4 | 4 | 2.73% | 2.98% | 3.17% | Q1 2021 | Q4 2021 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.18% | 1.31% | 1.73% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.53% | 0.57% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Solstein Capital, LLC | 4 | 4 | 0.08% | 0.13% | 0.16% | Q1 2022 | Q4 2022 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SANDERS MORRIS HARRIS LLC | 2 | 2 | 1.32% | 1.72% | 2.22% | Q1 2021 | Q2 2022 | 4 |
Sterling Investment Advisors, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Prosperity Financial Group, Inc. | 4 | 4 | 0.73% | 1.68% | 2.96% | Q4 2022 | Q3 2023 | 4 |
WealthShield Partners, LLC | 4 | 4 | 0.06% | 0.12% | 0.16% | Q2 2021 | Q1 2022 | 4 |
Aurora Private Wealth, Inc. | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q3 2022 | 4 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q2 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 4 |
Focused Wealth Management, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 4 |
Fortis Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Financial Services Advisory Inc | 4 | 4 | 0.33% | 0.62% | 1.39% | Q2 2021 | Q1 2022 | 4 |
Alpha Financial Partners, LLC | 4 | 4 | 0.41% | 0.48% | 0.66% | Q4 2022 | Q3 2023 | 4 |
Activest Wealth Management | 2 | 1 | 0.01% | 0.08% | 0.14% | Q3 2021 | Q3 2023 | 4 |
Prosperity Wealth Management, Inc. | 4 | 4 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
MBM Wealth Consultants, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Future Financial Wealth Managment LLC | 4 | 4 | 0.85% | 0.94% | 1.05% | Q4 2021 | Q3 2022 | 4 |
Advisors Preferred, LLC | 2 | 2 | 0.00% | 0.06% | 0.21% | Q3 2019 | Q1 2023 | 4 |
BREWIN DOLPHIN LTD | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
J.W. COLE ADVISORS, INC. | 4 | 4 | 0.02% | 0.12% | 0.39% | Q2 2021 | Q1 2022 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.31% | 0.31% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.10% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Rothschild Capital Partners, LLC | 4 | 4 | 1.89% | 2.39% | 3.69% | Q2 2021 | Q1 2022 | 4 |
DIMENSION CAPITAL MANAGEMENT LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q1 2022 | 3 |
Milestone Advisory Partners | 3 | 3 | 0.21% | 0.28% | 0.32% | Q3 2021 | Q1 2022 | 3 |
J2 Capital Management Inc | 3 | 3 | 0.40% | 0.43% | 0.47% | Q1 2023 | Q3 2023 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q2 2022 | 3 |
1776 Wealth LLC | 2 | 1 | 0.02% | 0.09% | 0.21% | Q1 2020 | Q3 2023 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Colonial Trust Co / SC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Clearview Wealth Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Golden State Equity Partners | 3 | 3 | 0.27% | 0.31% | 0.38% | Q3 2021 | Q1 2022 | 3 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 3 |
IFG Advisory, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
PRIMORIS WEALTH ADVISORS, LLC | 3 | 3 | 0.52% | 0.53% | 0.55% | Q4 2021 | Q2 2022 | 3 |
ERn Financial, LLC | 3 | 3 | 0.06% | 0.67% | 1.08% | Q3 2021 | Q1 2022 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Freedman Financial Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Larson Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2021 | 3 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 3 | 3 | 0.62% | 0.63% | 0.64% | Q2 2021 | Q4 2021 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.03% | 0.09% | 0.13% | Q1 2022 | Q4 2022 | 3 |
TPG Financial Advisors, LLC | 3 | 3 | 1.35% | 1.92% | 2.37% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Independence Bank of Kentucky | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Ameritas Investment Company, LLC | 3 | 3 | 0.01% | 0.05% | 0.08% | Q1 2021 | Q3 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Gemmer Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q1 2023 | 3 |
Bell Rock Capital LLC | 2 | 1 | 0.24% | 0.28% | 0.31% | Q4 2021 | Q3 2022 | 3 |
AMJ Financial Wealth Management | 2 | 1 | 0.18% | 0.29% | 0.48% | Q3 2021 | Q1 2023 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 3 |
Sawyer & Company, Inc | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Kovack Advisors, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Mechanics Bank Trust Department | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Sharkey, Howes & Javer | 3 | 3 | 1.05% | 1.16% | 1.25% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
StoneX Group Inc. | 3 | 3 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q4 2021 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Vigilant Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Aveo Capital Partners, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 3 |
HAP Trading, LLC | 2 | 1 | 0.04% | 0.10% | 0.18% | Q1 2021 | Q2 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.02% | 0.10% | 0.22% | Q1 2021 | Q3 2021 | 3 |
Polaris Wealth Advisory Group, LLC | 3 | 3 | 0.49% | 0.52% | 0.56% | Q3 2021 | Q1 2022 | 3 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.14% | 0.35% | Q1 2023 | Q3 2023 | 3 |
CNB Bank | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 2 |
RMR Wealth Builders | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q2 2022 | 2 |
Allegiant Private Advisors, LLC | 2 | 2 | 0.17% | 0.24% | 0.30% | Q1 2021 | Q2 2021 | 2 |
Antara Capital LP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2021 | Q2 2021 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
City State Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Chicago Wealth Management, Inc. | 2 | 2 | 2.56% | 3.14% | 3.73% | Q2 2023 | Q3 2023 | 2 |
Ahrens Investment Partners LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 2 |
TILIA FIDUCIARY PARTNERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Vahanian & Associates Financial Planning Inc. | 2 | 2 | 0.60% | 0.61% | 0.62% | Q4 2021 | Q1 2022 | 2 |
MRP Capital Investments, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Westshore Wealth, LLC | 2 | 2 | 0.32% | 0.37% | 0.43% | Q1 2021 | Q2 2021 | 2 |
Financial Engines Advisors L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Beaumont Financial Advisors, LLC | 2 | 2 | 1.23% | 1.24% | 1.26% | Q2 2023 | Q3 2023 | 2 |
Alpha Cubed Investments, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Financial Partners Group, Inc | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q1 2022 | 2 |
Wellington Shields & Co., LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Cascadia Advisory Services, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 2 | 2 | 0.74% | 1.10% | 1.46% | Q2 2023 | Q3 2023 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Stonebridge Financial Planning Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
HYA Advisors, Inc | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Argent Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q1 2023 | Q2 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.07% | 0.11% | 0.15% | Q3 2023 | Q4 2023 | 2 |
Neuberger Berman Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Fulcrum Equity Management | 1 | 1 | 0.89% | 1.59% | 2.30% | Q2 2021 | Q1 2023 | 2 |
Goodwin Investment Advisory | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BIVIN & ASSOCIATES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
L & S Advisors Inc | 1 | 1 | 0.10% | 0.10% | 0.11% | Q3 2021 | Q2 2023 | 2 |
NCM Capital Management, LLC | 2 | 2 | 0.60% | 0.67% | 0.74% | Q1 2022 | Q2 2022 | 2 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Texas Yale Capital Corp. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Legacy Wealth Partners, Inc. | 2 | 2 | 0.39% | 0.46% | 0.53% | Q1 2021 | Q2 2021 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Beacon Financial Advisory LLC | 2 | 2 | 0.13% | 0.15% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Financial Architects, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 2 |
Beaumont Financial Partners, LLC | 2 | 2 | 0.61% | 0.64% | 0.68% | Q1 2021 | Q2 2021 | 2 |
Columbus Macro, LLC | 1 | 1 | 0.27% | 0.27% | 0.28% | Q1 2021 | Q3 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
PECAUT & CO. | 2 | 2 | 2.31% | 2.38% | 2.46% | Q2 2023 | Q3 2023 | 2 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 2 |
Vontobel Holding Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MILLENNIUM MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 0.16% | 0.25% | 0.34% | Q3 2021 | Q4 2021 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
PROFESSIONAL PLANNING | 2 | 2 | 0.38% | 0.40% | 0.43% | Q2 2021 | Q3 2021 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
All Season Financial Advisors, Inc. | 2 | 2 | 0.44% | 0.46% | 0.48% | Q2 2023 | Q3 2023 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Brevan Howard Capital Management LP | 1 | 1 | 3.53% | 3.53% | 3.53% | Q2 2021 | Q2 2021 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Bensler, LLC | 2 | 2 | 1.08% | 1.26% | 1.44% | Q2 2023 | Q3 2023 | 2 |
Arlington Capital Management, Inc. | 2 | 2 | 1.61% | 1.71% | 1.80% | Q2 2021 | Q3 2021 | 2 |
Legacy Wealth Planning, LLC | 2 | 2 | 1.15% | 1.17% | 1.20% | Q2 2022 | Q3 2022 | 2 |
Krilogy Financial LLC | 1 | 1 | 0.12% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 2 |
Renaissance Technologies | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
DHK Financial Advisors, Inc. | 2 | 2 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
SENTINEL TRUST CO LBA | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
Donoghue Forlines LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q1 2021 | Q1 2021 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2023 | Q2 2023 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HERBST GROUP, LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q4 2021 | Q4 2021 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Shay Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
PINNACLE ASSOCIATES LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2021 | Q2 2021 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Trek Financial, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
HALL CAPITAL MANAGEMENT CO INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Savant Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
USCA RIA LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Bluesphere Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Fermata Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WILLNER & HELLER, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Crestline Management, LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2022 | Q4 2022 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q1 2022 | Q1 2022 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Investors Research Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Hamilton Wealth, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2021 | Q1 2021 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cutter & CO Brokerage, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Diametric Capital, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
GSG Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BARINGS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Homrich & Berg | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2021 | Q1 2021 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Robbins Farley | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BlackDiamond Wealth Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
All Terrain Financial Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
Sageworth Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2021 | Q1 2021 | 1 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Context Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2022 | Q1 2022 | 1 |
Oak Harvest Investment Services | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2023 | Q1 2023 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2021 | Q1 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Tidal Investments LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TITLEIST CAPITAL, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ML & R WEALTH MANAGEMENT LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2023 | Q2 2023 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.54% | 0.54% | 0.54% | 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.